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Poi: A friendly issue tracker

Project description

Poi: A friendly issue tracker

by Martin Aspeli <>

current maintainer: Maurits van Rees <>

Released under the GNU General Public License, version 2

Poi is an issue tracker product for Plone. It has three overarching aims:

  • Provide the default tracker for open source software projects on
  • Be simple and attractive whilst providing the most commonly needed issue tracking functionality.
  • Optionally integrate with the PloneSoftwareCenter to allow individual products to have their own issue trackers

Poi is not and will not be a track-anything-and-everything tracker, a help desk product or anything else. If Poi is too simple for your needs, you may want to look at something like PloneCollectorNG.

Feedback is very welcome.

Please submit any bugs or feature requests at:

(Yes, this is a Poi tracker). Please do search the tracker first, so we can avoid unnecessary duplicates.

See for the latest release and the development road map.

Installation and dependencies

Best is to use zc.buildout. Just add Products.Poi to your eggs, rerun buildout and you are done. Optionally add Products.PloneSoftwareCenter.

Poi requires:

  • Plone 3 on Zope 2.10.x (tested with Plone 3.0.6, 3.1.7, 3.2.3 and 3.3)
  • DataGridField
  • AddRemoveWidget
  • intelligenttext (but this is installed by default in Plone 3) Note: when going from Plone 2.5 to 3.0, please first uninstall intelligenttext, then create a new zope instance with Plone 3. Then run the portal_migration, which will install the new plone.intelligenttext library for you.
  • For PloneSoftwareCenter integration, PloneSoftwareCenter is required. See Tested with PloneSoftwareCenter 1.5.

For new installations, install using Add/Remove Products as normal. If you want PloneSoftwareCenter configuration to be automatically configured, install PSC first. If you use Plone 3.0 you need to install the DataGridField manually, in later Plone versions this is done automatically.


Re-install Poi from the Add/Remove Products control panel or the portal_quickinstaller in the ZMI.

Poi 1.2 gets rid of old Archetypes based PoiResponses and introduces new light weight zope-3-style responses; this needs a migration. In the ZMI go to portal_setup, then the Upgrades tab and run any upgrade steps that are available for Poi. Backup your Data.fs first!

NOTE: the upgrade steps can take a long time. Try to run the upgrade when traffic on your site is low or take the site off-line for best results. When someone is editing content during the upgrade step, a ConflictError can occur, which means the upgrade will start all over. On sites with a lot of Poi content (like that can mean that the upgrade stops after a while without being complete. After the upgrade check if there are still old-style PoiResponses in your site by going to <your site url>/search?portal_type=PoiResponse. If this still gives back results, simply run the upgrade again (running it multiple times is safe). You may need to click the ‘Show’ button to show old upgrades as portal_setup may think the upgrade has been completed. There is also an alternative migration of old style responses that may be more suitable for big sites (but will also work on other sites). It is the fourth upgrade step for Poi.

After any upgrade, you may need to run an Archetypes schema update. Go to ‘archetype_tool’ in the ZMI, select the ‘Update Schema’ tab, and see if any of the ‘Poi.*’ types (or any other type actually) are selected. If some are selected, click ‘Update schema’. It is probably a good idea to choose ‘All objects’ from the drop-down as well, although this will take slightly longer. When coming from Plone 2.5, be sure to select ‘Remove schema attributes from instances.’


Add a Tracker, and use the “state” menu to open it for submissions.

The tracker front pages allows you to browse for issues by release, state or area, as well as search for issues. Note that if you are not tracking software releases, you can leave the list of “releases” empty, and organisation by release will be turned off. The fields for areas and issue types come pre-configured with simple values that presume you are tracking software bugs. You can change these to whatever you want.

Once you have set up the tracker, add Issues inside, and Responses inside Issues. Anyone can add responses to issues with the default workflow. Responses from tracker managers (as configured on the root tracker object) and the original submitter are colour coded to make them easier to pick out. When adding a response as a tracker manager, you can change the state, importance or assignment of an issue.

If email notification is enabled in the root tracker object, managers will get an email when there are new issues and responses, optionally via a mailing list. Issue submitters will also get emails upon issue responses. Additionally, when an issue is marked as “resolved” by a tracker manager, the submitter will receive an email asking him or her to mark the issue as confirmed closed.

To use with the PloneSoftwareCenter, install PSC and then install Poi. This will ensure PoiPscTracker is added to the list of allowed content types in portal_types/PSCProject. You can then add Trackers inside a project in the software center. The trackers will function in the same way as regular trackers, but will use releases from the software center project instead of a manually defined list.

For a look at how the various workflow states of an issue are connected, take a look at the attachment added by bethor to this issue:

Using HTML/kupu and other markups for issue text:

Please see notes about migration above!

Before version 1.0b2 Poi used to support kupu/rich text fields with HTML in the issue and response body. This was removed in favour of “intelligenttext”, a plain-text markup that preserves whitespace and makes links clickable.

This was found to work very well on and for the type of simple trackers that Poi was intended for. However, a lot of users wanted kupu back.

To get kupu back, you will need to edit Poi/

ISSUE_MIME_TYPES = ('text/x-web-intelligent', 'text/html')

You may also need to re-install Poi, and perform an Archetypes schema update, by going to archetypes_tool, and the Schema Update tab in the ZMI.

Please note one very important thing:

  • If you upgrade Poi, you’re likely to have to make this change again!


If you have contributed to Poi in some fashion, be sure to add yourself in the hall of fame here!

o Design and development by Martin Aspeli <>

o Bug fixes and general critiquing by Rocky Burt <>

o Icons by Vidar Andersen, Black Tar, originally created for CMFCollector.

o Log-view for Poi trackers by Malthe Borch

o Link detection, additions to the search interface and other fixes
by Daniel Nouri.

o Plone 3 support by Alexander Limi and Maurits van Rees.

o Bug fixes, modernizing of responses, maintenance by Maurits van

Changelog for Poi

1.2.7 (2009-10-24)

  • Some styling changes: adding a few classes and ids, and loading Poi.css in the issue search form. With thanks to Lars Löwenadler for some hints here. [maurits]
  • Added permission ‘Poi: Edit response’ and protect the edit button of responses with that permission. The creator (Owner) of an issue has this permission when the tracker is in the open or restricted state and not in the protected or closed state. [maurits]
  • Do not give Owner the Add Issue/Response permissions in a closed tracker. [maurits]

1.2.6 (2009-09-06)

  • Added upgrade step to make sure all the tracker manager actually have the Manager role. [maurits]
  • Added tracker workflow state ‘protected’. Basically Readers can read, Editors can edit and Contributors can contribute. Anonymous cannot see anything. Implements [maurits]
  • Issue workflow: acquire permission settings of ‘Modify portal content’ from higher level: when you can edit a tracker you can edit its issues as well. [maurits]
  • Protect the edit button of an issue with the ‘Manage portal content’ permission instead of the non-existing ‘Manage Portal Content’ with capital letters… [maurits]
  • Fixed bug where a text/html response added using kupu (needs a change in was not accepted. Fixes [maurits]
  • When creating a tracker as non-manager you used to become only Owner and not Manager, which is not what we want. Fixed this and a few other possible errors (like loosing other local roles) in setting the managers. Fixes [maurits]
  • Catch and log SMTPExceptions when sending an email fails. Fixes [maurits]
  • Uploading a file in an issue could fail needlessly due to a translation error while validating. Fixes UnicodeDecodeError at [maurits]
  • Allow translation of email’s subject. Fixes [kdeldycke]
  • Made the restricted state the initial state of a new tracker. [maurits]

1.2.5 (2009-07-08)

  • Register a basically empty content exporter for issues, as they can give unicode errors when making a snapshot in portal_setup. See [maurits]
  • Added missing strings in german translation [jensens]
  • Explicitly depend on Products.DataGridField >= 1.6b3 as that is the first pypi release. That release has a GS profile (that we depend on in our metadata.xml) and it has the isDataGridFilled validator (that we now remove from Poi). Removed DataGridField from the quick installer dependencies as we indeed now list this dependency in metadata.xml. [maurits]
  • Added dependencies to metadata.xml in profile. [jensens]

1.2.4 (2009-05-30)

  • Deal with AttributeError in migration when called from the prefs_install_products_form (Plone 3.3) as we have no REQUEST object then. [maurits]
  • Registered a checker for one of the upgrade steps, so this step is always available when there are old style PoiResponses. [maurits]
  • Removed some event subscribers for old style responses, as they were not needed anymore and they might slow down the migration a bit. [maurits]
  • Added state ‘restricted’ to poi tracker workflow; in this state anonymous can view issues and responses, but only members can add them. Default stays the same: open for submissions from everyone. Fixes [maurits]
  • Fixed the log page of an issue so the new style responses are shown. [maurits]
  • Indent the response details in the email so they are correctly interpreted as a literal block after the double colon behind the ‘Response Details’ header. Otherwise the html part of an email would be in a simple pre tag or possibly show a warning. Fixes [maurits]
  • Get the response add and edit forms working with kupu and TinyMCE (when ISSUE_MIME_TYPES is changed manually in [maurits]

1.2.3 (2009-04-22)

  • The html version of the emails that are sent out could contain warnings from the restructured text parser. When that happens, we now simply put the text inside a pre tag. [maurits]
  • When email of user is not known, which can happen for example when this is an LDAP user, do not try to send this person an email Fixes [maurits]
  • Remove stray div before DOCTYPE in add issue template. [elro]
  • Registered the Poi upgrade steps for an upgrade from Poi 1.1.9 instead of 1.1 so these steps are shown also when you upgrade from say Poi 1.1.2. [maurits]

1.2.2 (2009-03-26)

  • Fixed silly error in formatting an email address. [maurits]
  • Added alternative migration for old style responses that should have more chance to finish on a big site like [maurits]
  • Fixed html validation error that has been around since Christmas 2005! Spotted by Bill Freeman. [maurits]
  • Update french translation. [kdeldycke]

1.2.1 (2009-03-09)

  • When sending an email about changes to an issue, translate those changes, as some of them are workflow changes, which can be translated. [maurits]
  • Use the global translation service to translate the text that is added as status message. [maurits]
  • Made it possible to translate the email messages. Fixes [maurits]

1.2 (2009-02-23)

  • In the migration from old to new style responses, also migrate the attachments to the responses. [maurits]
  • Added default_methods for the area and issueType fields of an issue. If the vocabulary of the field has only one value, we select that one. See [maurits]
  • Removed poi_email_* dtml pages from the skins directory, in favour of templates in Fixes [maurits]
  • Fixed ‘Field missing error’ from kss (only visible in the logs). [maurits]
  • Fixed possible in rich text field widget by now giving the number of rows as an integer instead of a string. Fixes [maurits]
  • Migrations: now doing intermediate transaction commits to give the migrations a chance to finish on big sites. [maurits]
  • Fixed UnicodeError in email sending. Fixes Thanks to Derek Broughton for the first version of this fix. [maurits]
  • Added Portuguese translations by Nuno Cruz. Thanks! [maurits]
  • After creating a response, first check if emails need to be sent before figuring out the text to send. [maurits]
  • In migrations guard against outdated catalog items that have no existing object associated with them anymore. [maurits]
  • End-of-lines and svn:ignores set all over the place. [maurits]

1.2rc3 (2008-09-28)

  • Added profiles/default/metadata.xml: version 1.2. [maurits]
  • Do not show (part of) the Add response form when no responses can be added. Show a discreet message instead. [maurits]
  • Migrate old style responses in PoiPscTrackers as well. [maurits]
  • Code cleanup with pyflakes and pep8. Only syntactic changes, no behaviour changes. [maurits]

1.2 rc 2 (25 September 2008)

  • Using Products.CMFPlone.utils.safe_unicode to avoid UnicodeDecodeErrors. [maurits]

1.2 rc 1 (12 September 2008)

  • Added migration step to migrate workflow changes (in the responses) from ids to titles. [maurits]
  • Only show the add response form when the user is allowed to add a response. [maurits]
  • Fixed the login button displayed with the login suggestion so it actually redirects to the login_form. [maurits]
  • Translation updates. [maurits]

1.2 beta 1 - (12 July 2008)

  • Merged r68220 and r68223 from branches/1.1: Fixed typo that messed up a few translations. And fixed untranslatable login suggestion. Fixes [maurits]
  • When getting information from the parent tracker of an issue, guard against having a temporary folder (from the portal factory) as a direct parent. Fixes errors like this: “Value … is not allowed for vocabulary of element ${label}.” Fixes [maurits]
  • Made PoiTracker translatable with LinguaPlone. Does not make sense for the other content types. (Change merged from 1.1) Fixes [maurits]

1.2 alpha 1 - (17 June 2008)

  • Handle target release better – there was some confusion between values and labels. [maurits]

  • Made sure that just an issue state change or an attachment upload is also accepted as a change. [maurits]

  • Only show the target release option when there is more than one option (as None is always an option). [maurits]

  • Adapted the tests to use new style responses everywhere, except in the tests for migrating from old to new style responses.

  • Made Poi migrations available with a form at migrate-poi.html. [maurits]

  • Removed skins/Poi/poi_response_update_issue.cpy and related code. [maurits]

  • Add i18n to browser/ [maurits]

  • Removed button for adding old style response to issue. [maurits]

  • Removed skins/Poi/ [maurits]

  • Send email when response is added. [maurits]

  • Update SearchableText of issue when response is added. [maurits]

  • Add handling for the target releases field (available only when using the PSC tracker). [maurits]

  • Only show options like changing state when the user has permission to use them. [maurits]

  • Allow adding and downloading an attachment in a response. [maurits]

  • Store rendered html on the response; remove that after editing. Makes views faster. Basically a memoize variant. [maurits]

  • In the creation view, test that a response is valid before adding it. [maurits]

  • Let unit tests pass on Plone 3.1 by providing an IWorkflowChain adapter. [maurits]

  • Add migration step for making sure that the Description of all PoiIssues in the portal_catalog is of type unicode instead of string, just like the real objects. [maurits]

  • For the Description of a PoiIssue always return unicode. [maurits]

  • Use PersistentList instead of the combination of PersistentMapping and self.highest in ResponseContainer. Works just as well and feels easier. [maurits]

  • Add first tests for migration of individual issue. [maurits]

  • Add migration (GenericSetup upgrade step) from old to new style responses. [maurits]

  • Use the text of new style responses too for the SearchableText of an issue. [maurits]

  • No __parent__ and __name__ for PoiIssue anymore. Instead pass the issue as descriptions argument when firing the ObjectModifiedEvent for a response. Works fine and needs no migration. [maurits]

  • Use __parent__ and __name__ for responses. [maurits]

  • Add “self.__parent__ = self.__name__ = None” to __init__() of PoiIssue. Needs migration. Not sure if that is the best solution to the problem that in the event handler for modified responses the issue has no acquisition context.

  • Fire ObjectRemovedEvent when deleting a response and ObjectModifiedEvent when modifying it. [maurits]

  • When adding something to an issue check that it really is an IResponse. [maurits]

  • Add buttons and browser views for deleting and editing responses. [maurits]

  • Add PoiMessageFactory. [maurits]

  • Add method delete(id) for deleting responses. [maurits]

  • In response adapter rename total to highest. [maurits]

  • When FCKeditor is installed and an anonymous visitor adds a response, make sure this works by using the default html text area then. Same change as in the FCKeditor code itself in r59427. [maurits]

  • When in DEFAULT_ISSUE_MIME_TYPE is set to text/html, use a wysiwyg field in the add response form. Tested with kupu. Haul the responses through portal_transforms and through linkDetection. [maurits]

  • Give responses a type additional/clarification/reply. [maurits]

  • Add browser test for adding a tracker, issue and response. [maurits]

  • Unit test the response browser views. [maurits]

  • Use aq_inner.aq_parent to get the parent of an issue. [maurits]

  • Add unit tests for browser.response.voc2dict. [maurits]

  • Add unit tests for the adapters. [maurits]

  • Show border around responses, like in the original layout. [maurits]

  • Check that the changes within a response are allowed (new severity in available_severities, etc). [maurits]

  • Make difference between available_transitions and transitions_for_display; also for the other response options. [maurits]

  • Add methods sorted_keys/values/items for the ResponseContainer. Show the sorted items in the view (so 1, …, 9, 10 instead of 1, 10, …, 9). [maurits]

  • Store OOBTree and total in a PersistentMapping instead of only the OOBTree directly in the annotations. [maurits]

  • Check radio buttons of response based on current status for all options. Rename options to be in line with the fields of the parent Task. [maurits]

  • Store creator and creation date of response. [maurits]

  • Use an OOBtree instead of a PersistentMapping to store the responses. [maurits]

  • Use as base class for ResponseContainer. Store a PersistentMapping in it. Show the sorted responses. [maurits]

  • Start creating zope 3 style lightweight responses instead of big fat Archetypes objects. [maurits]

  • Add provider:poi.response.add that gives you a form for adding a response when viewing an issue. [maurits]

  • Add browser view @@create_response that creates a response in the current issue, based on the request form. [maurits]

  • List Products.AddRemoveWidget and Products.DataGridField as dependencies in [maurits]

  • Use event handlers for keeping the SearchableText of an issue in sync with its responses. This comes in place of the updateResponses method of an issue that was called by poi_response_update_issue.cpy. [maurits]

  • Eggification: Poi/trunk has been moved to Products.Poi/trunk/Products/Poi [maurits]

  • Modernization of trackers:

    o Add browser view @@issuefolder that handles the part of PoiTracker

    that involves being just a folder with issues.

    o Move getFilteredIssues, getIssueSearchQueryString and

    buildIssueSearchQuery from PoiTracker to browser view.

    o Remove skins/Poi/ and skins/Poi/

    Put equivalents in the browser view.


  • Move getNumberFromString, linkBugs and linkSvn from content/ into new as they need no context. [maurits]

  • Memoize the getTagged* values for intelligenttext fields in PoiIssue and PoiResponse; clear them when setting those fields. This speeds up viewing an issue or response. [maurits]

  • Modernize code: - Cleanup imports with pyflakes. - use logging instead of zLOG. [maurits]

  • Do not try to apply a CustomizationPolicy. [maurits]

  • Remove backwards compatibility code for old CMFCore permissions. [maurits]

  • Remove references to contentmigration, as this was only needed for migrations from 1.0 beta 2 to 1.0 rc 1. [maurits]

  • Remove UML model as we do not use that anymore. [maurits]

1.1.1 - (Unreleased)

  • In issue view show CreationDate instead of (modification) Date of the PoiResponse, as the template states this is the date the response was added. [maurits]
  • Fix UnicodeEncodeError in RSS feed by not setting headers in the response. Fixes [maurits]
  • Encode unicode names of email addresses using the site encoding. Fixes [maurits]

1.1 final - Released December 27, 2007

(No changes compared to rc4.)

Poi 1.1 rc 4 - Released December 22, 2007

  • Fix “TypeError: can’t pickle code objects” when updating the schema of PoiTrackers by using the new ‘isDataGridFilled’ validator. Fixes [maurits]
  • Added more Norwegian translations. [Espen Moe-Nilssen]

Poi 1.1 rc 3 - Released December 14, 2007

  • Fix Inconsistent linking to other issues and changesets: Links in the steps field of an issue are now also detected. Allow more links to be detected: - issues: #1, issue:1, ticket:1, bug:1. - changesets/revisions: r1, changeset:1, [1]. Add lots of tests for the link detection in a tracker. [Per Erik Strandberg, maurits]

Poi 1.1 rc 2 - Released December 5, 2007

  • Add our indexes to the catalog with some code in Doing it there instead of in profiles/default/catalog.xml like previously means we do not need to reindex those indexes after every reinstall. [maurits]

Poi 1.1 rc 1 - Released December 4, 2007

  • Use email_from name of portal in the emails. Fixes [maurits]

  • Fixed error in deleting response to an issue. Fixes [maurits]

  • Added partial Norwegian translation. [Espen Moe-Nilssen]

  • Fix i18n of email sending:

    • Improve sending of emails with non-ascii character sets (mostly accented characters).
    • Use portal property email_charset for email sending if available.
    • Mime encode the subject of emails.

    Fixes [maurits, Stefano Deponti]

  • Register our skin layer for all skins instead of just for Plone Default. [maurits]

Poi 1.1 beta 1 - Released Movember 19, 2007

  • This release introduces Plone 3.0 compatibility while keeping compatibility with Plone 2.5. [Alexander Limi and Maurits van Rees]
  • Link detection. Trackers now have an svnUrl field. For example, if your product is hosted in the Plone collective you can set this field to Then you can type ‘r42’ in an issue/response (any intelligenttext field) and get a link to that changeset. [Daniel Nouri]
  • Advanced issue search form now has a way to search for issues that match all tags, not only any, which helps when you’re working a lot with tags. [Daniel Nouri]
  • Added a log-view for Poi trackers. This view renders a report on the most recent additions to the tracker; as such it will be similar to what is sent out as e-mail notifications. [Malthe Borch]
  • Cleanup of translations. [Maurits van Rees]
  • Loads of small bug fixes. [Maurits van Rees and others]

Poi 1.0 - (never officially released)

  • initial version. [optilude, rocky, panjunyong, others]

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