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diff --git a/src/applications/maniphest/config/PhabricatorManiphestConfigOptions.php b/src/applications/maniphest/config/PhabricatorManiphestConfigOptions.php
index f1916cffec..077fc511ce 100644
--- a/src/applications/maniphest/config/PhabricatorManiphestConfigOptions.php
+++ b/src/applications/maniphest/config/PhabricatorManiphestConfigOptions.php
@@ -1,498 +1,503 @@
<?php
final class PhabricatorManiphestConfigOptions
extends PhabricatorApplicationConfigOptions {
public function getName() {
return pht('Maniphest');
}
public function getDescription() {
return pht('Configure Maniphest.');
}
public function getIcon() {
return 'fa-anchor';
}
public function getGroup() {
return 'apps';
}
public function getOptions() {
$priority_type = 'maniphest.priorities';
$priority_defaults = array(
100 => array(
'name' => pht('Unbreak Now!'),
'keywords' => array('unbreak'),
'short' => pht('Unbreak!'),
'color' => 'pink',
),
90 => array(
'name' => pht('Needs Triage'),
'keywords' => array('triage'),
'short' => pht('Triage'),
'color' => 'violet',
),
80 => array(
'name' => pht('High'),
'keywords' => array('high'),
'short' => pht('High'),
'color' => 'red',
),
50 => array(
'name' => pht('Normal'),
'keywords' => array('normal'),
'short' => pht('Normal'),
'color' => 'orange',
),
25 => array(
'name' => pht('Low'),
'keywords' => array('low'),
'short' => pht('Low'),
'color' => 'yellow',
),
0 => array(
'name' => pht('Wishlist'),
'keywords' => array('wish', 'wishlist'),
'short' => pht('Wish'),
'color' => 'sky',
),
);
$status_type = 'maniphest.statuses';
$status_defaults = array(
'open' => array(
'name' => pht('Open'),
'special' => ManiphestTaskStatus::SPECIAL_DEFAULT,
'prefixes' => array(
'open',
'opens',
'reopen',
'reopens',
),
),
'resolved' => array(
'name' => pht('Resolved'),
'name.full' => pht('Closed, Resolved'),
'closed' => true,
'special' => ManiphestTaskStatus::SPECIAL_CLOSED,
'transaction.icon' => 'fa-check-circle',
'prefixes' => array(
'closed',
'closes',
'close',
'fix',
'fixes',
'fixed',
'resolve',
'resolves',
'resolved',
),
'suffixes' => array(
'as resolved',
'as fixed',
),
'keywords' => array('closed', 'fixed', 'resolved'),
),
'wontfix' => array(
'name' => pht('Wontfix'),
'name.full' => pht('Closed, Wontfix'),
'transaction.icon' => 'fa-ban',
'closed' => true,
'prefixes' => array(
'wontfix',
'wontfixes',
'wontfixed',
),
'suffixes' => array(
'as wontfix',
),
),
'invalid' => array(
'name' => pht('Invalid'),
'name.full' => pht('Closed, Invalid'),
'transaction.icon' => 'fa-minus-circle',
'closed' => true,
'claim' => false,
'prefixes' => array(
'invalidate',
'invalidates',
'invalidated',
),
'suffixes' => array(
'as invalid',
),
),
'duplicate' => array(
'name' => pht('Duplicate'),
'name.full' => pht('Closed, Duplicate'),
'transaction.icon' => 'fa-files-o',
'special' => ManiphestTaskStatus::SPECIAL_DUPLICATE,
'closed' => true,
'claim' => false,
),
'spite' => array(
'name' => pht('Spite'),
'name.full' => pht('Closed, Spite'),
'name.action' => pht('Spited'),
'transaction.icon' => 'fa-thumbs-o-down',
'silly' => true,
'closed' => true,
'prefixes' => array(
'spite',
'spites',
'spited',
),
'suffixes' => array(
'out of spite',
'as spite',
),
),
);
$status_description = $this->deformat(pht(<<<EOTEXT
Allows you to edit, add, or remove the task statuses available in Maniphest,
like "Open", "Resolved" and "Invalid". The configuration should contain a map
of status constants to status specifications (see defaults below for examples).
The constant for each status should be 1-12 characters long and contain only
lowercase letters and digits. Valid examples are "open", "closed", and
"invalid". Users will not normally see these values.
The keys you can provide in a specification are:
- `name` //Required string.// Name of the status, like "Invalid".
- `name.full` //Optional string.// Longer name, like "Closed, Invalid". This
appears on the task detail view in the header.
- `name.action` //Optional string.// Action name for email subjects, like
"Marked Invalid".
- `closed` //Optional bool.// Statuses are either "open" or "closed".
Specifying `true` here will mark the status as closed (like "Resolved" or
"Invalid"). By default, statuses are open.
- `special` //Optional string.// Mark this status as special. The special
statuses are:
- `default` This is the default status for newly created tasks. You must
designate one status as default, and it must be an open status.
- `closed` This is the default status for closed tasks (for example, tasks
closed via the "!close" action in email or via the quick close button in
Maniphest). You must designate one status as the default closed status,
and it must be a closed status.
- `duplicate` This is the status used when tasks are merged into one
another as duplicates. You must designate one status for duplicates,
and it must be a closed status.
- `transaction.icon` //Optional string.// Allows you to choose a different
icon to use for this status when showing status changes in the transaction
log. Please see UIExamples, Icons and Images for a list.
- `transaction.color` //Optional string.// Allows you to choose a different
color to use for this status when showing status changes in the transaction
log.
- `silly` //Optional bool.// Marks this status as silly, and thus wholly
inappropriate for use by serious businesses.
- `prefixes` //Optional list<string>.// Allows you to specify a list of
text prefixes which will trigger a task transition into this status
when mentioned in a commit message. For example, providing "closes" here
will allow users to move tasks to this status by writing `Closes T123` in
commit messages.
- `suffixes` //Optional list<string>.// Allows you to specify a list of
text suffixes which will trigger a task transition into this status
when mentioned in a commit message, after a valid prefix. For example,
providing "as invalid" here will allow users to move tasks
to this status by writing `Closes T123 as invalid`, even if another status
is selected by the "Closes" prefix.
- `keywords` //Optional list<string>.// Allows you to specify a list
of keywords which can be used with `!status` commands in email to select
this status.
- `disabled` //Optional bool.// Marks this status as no longer in use so
tasks can not be created or edited to have this status. Existing tasks with
this status will not be affected, but you can batch edit them or let them
die out on their own.
- `claim` //Optional bool.// By default, closing an unassigned task claims
it. You can set this to `false` to disable this behavior for a particular
status.
- `locked` //Optional string.// Lock tasks in this status. Specify "comments"
to lock comments (users who can edit the task may override this lock).
Specify "edits" to prevent anyone except the task owner from making edits.
- `mfa` //Optional bool.// Require all edits to this task to be signed with
multi-factor authentication.
Statuses will appear in the UI in the order specified. Note the status marked
`special` as `duplicate` is not settable directly and will not appear in UI
elements, and that any status marked `silly` does not appear if Phabricator
is configured with `phabricator.serious-business` set to true.
Examining the default configuration and examples below will probably be helpful
in understanding these options.
EOTEXT
));
$status_example = array(
'open' => array(
'name' => pht('Open'),
'special' => 'default',
),
'closed' => array(
'name' => pht('Closed'),
'special' => 'closed',
'closed' => true,
),
'duplicate' => array(
'name' => pht('Duplicate'),
'special' => 'duplicate',
'closed' => true,
),
);
$json = new PhutilJSON();
$status_example = $json->encodeFormatted($status_example);
// This is intentionally blank for now, until we can move more Maniphest
// logic to custom fields.
$default_fields = array();
foreach ($default_fields as $key => $enabled) {
$default_fields[$key] = array(
'disabled' => !$enabled,
);
}
$custom_field_type = 'custom:PhabricatorCustomFieldConfigOptionType';
$fields_example = array(
'mycompany.estimated-hours' => array(
'name' => pht('Estimated Hours'),
'type' => 'int',
'caption' => pht('Estimated number of hours this will take.'),
),
);
$fields_json = id(new PhutilJSON())->encodeFormatted($fields_example);
$points_type = 'maniphest.points';
$points_example_1 = array(
'enabled' => true,
'label' => pht('Story Points'),
'action' => pht('Change Story Points'),
);
$points_json_1 = id(new PhutilJSON())->encodeFormatted($points_example_1);
$points_example_2 = array(
'enabled' => true,
'label' => pht('Estimated Hours'),
'action' => pht('Change Estimate'),
);
$points_json_2 = id(new PhutilJSON())->encodeFormatted($points_example_2);
$points_description = $this->deformat(pht(<<<EOTEXT
Activates a points field on tasks. You can use points for estimation or
planning. If configured, points will appear on workboards.
To activate points, set this value to a map with these keys:
- `enabled` //Optional bool.// Use `true` to enable points, or
`false` to disable them.
- `label` //Optional string.// Label for points, like "Story Points" or
"Estimated Hours". If omitted, points will be called "Points".
- `action` //Optional string.// Label for the action which changes points
in Maniphest, like "Change Estimate". If omitted, the action will
be called "Change Points".
See the example below for a starting point.
EOTEXT
));
$subtype_type = 'maniphest.subtypes';
$subtype_default_key = PhabricatorEditEngineSubtype::SUBTYPE_DEFAULT;
$subtype_example = array(
array(
'key' => $subtype_default_key,
'name' => pht('Task'),
),
array(
'key' => 'bug',
'name' => pht('Bug'),
),
array(
'key' => 'feature',
'name' => pht('Feature Request'),
),
);
$subtype_example = id(new PhutilJSON())->encodeAsList($subtype_example);
$subtype_default = array(
array(
'key' => $subtype_default_key,
'name' => pht('Task'),
),
);
$subtype_description = $this->deformat(pht(<<<EOTEXT
Allows you to define task subtypes. Subtypes let you hide fields you don't
need to simplify the workflows for editing tasks.
To define subtypes, provide a list of subtypes. Each subtype should be a
dictionary with these keys:
- `key` //Required string.// Internal identifier for the subtype, like
"task", "feature", or "bug".
- `name` //Required string.// Human-readable name for this subtype, like
"Task", "Feature Request" or "Bug Report".
- `tag` //Optional string.// Tag text for this subtype.
- `color` //Optional string.// Display color for this subtype.
- `icon` //Optional string.// Icon for the subtype.
- `children` //Optional map.// Configure options shown to the user when
they "Create Subtask". See below.
- `fields` //Optional map.// Configure field behaviors. See below.
Each subtype must have a unique key, and you must define a subtype with
the key "%s", which is used as a default subtype.
The tag text (`tag`) is used to set the text shown in the subtype tag on list
views and workboards. If you do not configure it, the default subtype will have
no subtype tag and other subtypes will use their name as tag text.
The `children` key allows you to configure which options are presented to the
user when they "Create Subtask" from a task of this subtype. You can specify
these keys:
- `subtypes`: //Optional list<string>.// Show users creation forms for these
task subtypes.
- `forms`: //Optional list<string|int>.// Show users these specific forms,
in order.
If you don't specify either constraint, users will be shown creation forms
for the same subtype.
For example, if you have a "quest" subtype and do not configure `children`,
users who click "Create Subtask" will be presented with all create forms for
"quest" tasks.
If you want to present them with forms for a different task subtype or set of
subtypes instead, use `subtypes`:
```
{
...
"children": {
"subtypes": ["objective", "boss", "reward"]
}
...
}
```
If you want to present them with specific forms, use `forms` and specify form
IDs:
```
{
...
"children": {
"forms": [12, 16]
}
...
}
```
When specifying forms by ID explicitly, the order you specify the forms in will
be used when presenting options to the user.
If only one option would be presented, the user will be taken directly to the
appropriate form instead of being prompted to choose a form.
The `fields` key can configure the behavior of custom fields on specific
task subtypes. For example:
```
{
...
"fields": {
"custom.some-field": {
"disabled": true
}
}
...
}
```
Each field supports these options:
- `disabled` //Optional bool.// Allows you to disable fields on certain
subtypes.
- `name` //Optional string.// Custom name of this field for the subtype.
EOTEXT
,
$subtype_default_key));
$priorities_description = $this->deformat(pht(<<<EOTEXT
Allows you to edit or override the default priorities available in Maniphest,
like "High", "Normal" and "Low". The configuration should contain a map of
numeric priority values (where larger numbers correspond to higher priorities)
to priority specifications (see defaults below for examples).
The keys you can define for a priority are:
- `name` //Required string.// Name of the priority.
- `keywords` //Required list<string>.// List of unique keywords which identify
this priority, like "high" or "low". Each priority must have at least one
keyword and two priorities may not share the same keyword.
- `short` //Optional string.// Alternate shorter name, used in UIs where
there is less space available.
- `color` //Optional string.// Color for this priority, like "red" or
"blue".
- `disabled` //Optional bool.// Set to true to prevent users from choosing
this priority when creating or editing tasks. Existing tasks will not be
affected, and can be batch edited to a different priority or left to
eventually die out.
You can choose the default priority for newly created tasks with
"maniphest.default-priority".
EOTEXT
));
+ $fields_description = $this->deformat(pht(<<<EOTEXT
+List of custom fields for Maniphest tasks.
+
+For details on adding custom fields to Maniphest, see [[ %s | %s ]] in the
+documentation.
+EOTEXT
+ ,
+ PhabricatorEnv::getDoclink('Configuring Custom Fields'),
+ pht('Configuring Custom Fields')));
return array(
$this->newOption('maniphest.custom-field-definitions', 'wild', array())
->setSummary(pht('Custom Maniphest fields.'))
- ->setDescription(
- pht(
- 'Array of custom fields for Maniphest tasks. For details on '.
- 'adding custom fields to Maniphest, see "Configuring Custom '.
- 'Fields" in the documentation.'))
+ ->setDescription($fields_description)
->addExample($fields_json, pht('Valid setting')),
$this->newOption('maniphest.fields', $custom_field_type, $default_fields)
->setCustomData(id(new ManiphestTask())->getCustomFieldBaseClass())
->setDescription(pht('Select and reorder task fields.')),
$this->newOption(
'maniphest.priorities',
$priority_type,
$priority_defaults)
->setSummary(pht('Configure Maniphest priority names.'))
->setDescription($priorities_description),
$this->newOption('maniphest.statuses', $status_type, $status_defaults)
->setSummary(pht('Configure Maniphest task statuses.'))
->setDescription($status_description)
->addExample($status_example, pht('Minimal Valid Config')),
$this->newOption('maniphest.default-priority', 'int', 90)
->setSummary(pht('Default task priority for create flows.'))
->setDescription(
pht(
'Choose a default priority for newly created tasks. You can '.
'review and adjust available priorities by using the '.
'%s configuration option. The default value (`90`) '.
'corresponds to the default "Needs Triage" priority.',
'maniphest.priorities')),
$this->newOption('maniphest.points', $points_type, array())
->setSummary(pht('Configure point values for tasks.'))
->setDescription($points_description)
->addExample($points_json_1, pht('Points Config'))
->addExample($points_json_2, pht('Hours Config')),
$this->newOption('maniphest.subtypes', $subtype_type, $subtype_default)
->setSummary(pht('Define task subtypes.'))
->setDescription($subtype_description)
->addExample($subtype_example, pht('Simple Subtypes')),
);
}
}
diff --git a/src/docs/user/configuration/custom_fields.diviner b/src/docs/user/configuration/custom_fields.diviner
index ecb7382648..75d83fc8ba 100644
--- a/src/docs/user/configuration/custom_fields.diviner
+++ b/src/docs/user/configuration/custom_fields.diviner
@@ -1,212 +1,216 @@
@title Configuring Custom Fields
@group config
How to add custom fields to applications which support them.
= Overview =
Several Phabricator applications allow the configuration of custom fields. These
fields allow you to add more information to objects, and in some cases reorder
or remove builtin fields.
For example, you could use custom fields to add an "Estimated Hours" field to
tasks, a "Lead" field to projects, or a "T-Shirt Size" field to users.
These applications currently support custom fields:
| Application | Support |
|-------------|---------|
| Differential | Partial Support |
| Diffusion | Limited Support |
| Maniphest | Full Support |
| Owners | Full Support |
| People | Full Support |
| Projects | Full Support |
Custom fields can appear in many interfaces and support search, editing, and
other features.
= Basic Custom Fields =
To get started with custom fields, you can use configuration to select and
reorder fields and to add new simple fields.
If you don't need complicated display controls or sophisticated validation,
these simple fields should cover most use cases. They allow you to attach
things like strings, numbers, and dropdown menus to objects.
The relevant configuration settings are:
| Application | Add Fields | Select Fields |
|-------------|------------|---------------|
| Differential | Planned | `differential.fields` |
| Diffusion | Planned | Planned |
| Maniphest | `maniphest.custom-field-definitions` | `maniphest.fields` |
| Owners | `owners.custom-field-definitions` | `owners.fields` |
| People | `user.custom-field-definitions` | `user.fields` |
| Projects | `projects.custom-field-definitions` | `projects.fields` |
When adding fields, you'll specify a JSON blob like this (for example, as the
value of `maniphest.custom-field-definitions`):
{
"mycompany:estimated-hours": {
"name": "Estimated Hours",
"type": "int",
"caption": "Estimated number of hours this will take.",
"required": true
},
"mycompany:actual-hours": {
"name": "Actual Hours",
"type": "int",
"caption": "Actual number of hours this took."
},
"mycompany:company-jobs": {
"name": "Job Role",
"type": "select",
"options": {
"mycompany:engineer": "Engineer",
"mycompany:nonengineer": "Other"
}
},
"mycompany:favorite-dinosaur": {
"name": "Favorite Dinosaur",
"type": "text"
}
}
The fields will then appear in the other config option for the application
(for example, in `maniphest.fields`) and you can enable, disable, or reorder
them.
For details on how to define a field, see the next section.
= Custom Field Configuration =
When defining custom fields using a configuration option like
`maniphest.custom-field-definitions`, these options are available:
- **name**: Display label for the field on the edit and detail interfaces.
- **description**: Optional text shown when managing the field.
- **type**: Field type. The supported field types are:
- **int**: An integer, rendered as a text field.
- **text**: A string, rendered as a text field.
- **bool**: A boolean value, rendered as a checkbox.
- **select**: Allows the user to select from several options as defined
by **options**, rendered as a dropdown.
- **remarkup**: A text area which allows the user to enter markup.
- **users**: A typeahead which allows multiple users to be input.
- **date**: A date/time picker.
- **header**: Renders a visual divider which you can use to group fields.
- **link**: A text field which allows the user to enter a link.
- **edit**: Show this field on the application's edit interface (this
defaults to `true`).
- **view**: Show this field on the application's view interface (this
defaults to `true`). (Note: Empty fields are not shown.)
- **search**: Show this field on the application's search interface, allowing
users to filter objects by the field value.
- **fulltext**: Index the text in this field as part of the object's global
full-text index. This allows users to find the object by searching for
the field's contents using global search.
- **caption**: A caption to display underneath the field (optional).
- **required**: True if the user should be required to provide a value.
- **options**: If type is set to **select**, provide options for the dropdown
as a dictionary.
- **default**: Default field value.
- **strings**: Allows you to override specific strings based on the field
type. See below.
- **instructions**: Optional block of remarkup text which will appear
above the control when rendered on the edit view.
- **placeholder**: A placeholder text that appears on text boxes. Only
supported in text, int and remarkup fields (optional).
- **copy**: If true, this field's value will be copied when an object is
created using another object as a template.
+ - **limit**: For control types which use a tokenizer control to let the user
+ select a list of values, this limits how many values can be selected. For
+ example, a "users" field with a limit of "1" will behave like the "Owner"
+ field in Maniphest and only allow selection of a single user.
The `strings` value supports different strings per control type. They are:
- **bool**
- **edit.checkbox** Text for the edit interface, no default.
- **view.yes** Text for the view interface, defaults to "Yes".
- **search.default** Text for the search interface, defaults to "(Any)".
- **search.require** Text for the search interface, defaults to "Require".
Internally, Phabricator implements some additional custom field types and
options. These are not intended for general use and are subject to abrupt
change, but are documented here for completeness:
- **Credentials**: Controls with type `credential` allow selection of a
Passphrase credential which provides `credential.provides`, and creation
of credentials of `credential.type`.
- **Datasource**: Controls with type `datasource` allow selection of tokens
from an arbitrary datasource, controlled with `datasource.class` and
`datasource.parameters`.
= Advanced Custom Fields =
If you want custom fields to have advanced behaviors (sophisticated rendering,
advanced validation, complicated controls, interaction with other systems, etc),
you can write a custom field as an extension and add it to Phabricator.
NOTE: This API is somewhat new and fairly large. You should expect that there
will be occasional changes to the API requiring minor updates in your code.
To do this, extend the appropriate `CustomField` class for the application you
want to add a field to:
| Application | Extend |
|-------------|---------|
| Differential | @{class:DifferentialCustomField} |
| Diffusion | @{class:PhabricatorCommitCustomField} |
| Maniphest | @{class:ManiphestCustomField} |
| Owners | @{class:PhabricatorOwnersCustomField} |
| People | @{class:PhabricatorUserCustomField} |
| Projects | @{class:PhabricatorProjectCustomField} |
The easiest way to get started is to drop your subclass into
`phabricator/src/extensions/`. If Phabricator is configured in development
mode, the class should immediately be available in the UI. If not, you can
restart Phabricator (for help, see @{article:Restarting Phabricator}).
For example, this is a simple template which adds a custom field to Maniphest:
name=ExampleManiphestCustomField.php
<?php
final class ExampleCustomField extends ManiphestCustomField {
public function getFieldKey() {
return 'example:test';
}
public function shouldAppearInPropertyView() {
return true;
}
public function renderPropertyViewLabel() {
return pht('Example Custom Field');
}
public function renderPropertyViewValue(array $handles) {
return phutil_tag(
'h1',
array(
'style' => 'color: #ff00ff',
),
pht('It worked!'));
}
}
Broadly, you can then add features by overriding more methods and implementing
them. Many of the native fields are implemented on the custom field
architecture, and it may be useful to look at them. For details on available
integrations, see the base class for your application and
@{class:PhabricatorCustomField}.
= Next Steps =
Continue by:
- learning more about extending Phabricator with custom code in
@{article@phabcontrib:Adding New Classes};
- or returning to the @{article: Configuration Guide}.
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