Phabricator: Difference between revisions
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== DEAD == | |||
I put a lot of effort into this old girl.... and then she up and left me... (Epriestly could only give so much of himself...) Kill it and move on to [[GitLab]]... | |||
NOTE I moved the GLAM 106- apache file from sites-enabled to sites-available. Hopefully that is enough to put it to bed. | |||
== OLD == | |||
Phabricator is a solid agile project manager and issue tracker, with a customizable workflow. | |||
=== My Workflow === | |||
{| class="mw-collapsible wikitable" | |||
! colspan="2" | WORKFLOW | |||
! Description | |||
|- | |||
| style="width: 12%;"| Workflow columns | |||
| style="width: 35%;"| ''Backlog'' => ''In Progress'' | |||
| <span style="font-size:88%; line-height: 0.8em;">There is a third column ''Fixed'' that can be shown, it's nice to move '''Resolved''' items there on occasion to clean up the board.</span> | |||
|- | |||
| Create a task | |||
| Click dropdown on ''Backlog'', select ''Create Task''. | |||
| <span style="font-size:88%; line-height: 0.8em;">Or you can click the large + in the top-right toolbar, select Create Task, and assign the correct Project in the tags box.</span> | |||
|- | |||
| Start a task | |||
| Drag it from ''Backlog'' to ''In Progress''. | |||
| <span style="font-size:88%; line-height: 0.8em;">Drop above an existing task so the priority will be automatically set. If this is not possible, you need to manually change '''Priority''' to '''High''' so that the CI dashboard shows the task.</span> | |||
|- | |||
| Finish a task | |||
| Change '''Status''' to '''Resolved'''. | |||
| <span style="font-size:88%; line-height: 0.8em;">This will hide the task on the CI dashboard. It will also immediately remove the task from the board if you are only showing '''Open''' statuses. You can also drag the task from ''In Progress'' to ''Fixed''; this has no real effect on the task, but will keep your board better organized.</span> | |||
|} | |||
=== Tips === | |||
If you are viewing a board by priority, and drag, the dropped task will have its priority automatically adjusted to fit in drag zone. This works great if you can drag a new item from ''Backlog'' to a spot '''above''' an existing ''In Progress'' item. | |||
I changed the [https://willcodeforcoffee.org/config/edit/maniphest.default-priority/ default task priority] from "Needs Triage" (90) to "Normal" (50) to make my flow simpler. I don't need someone else to set the initial priority. | |||
Natural and By-priority sorting BOTH maintain their specific orders. Fucking weird. NEVER USE NATURAL. Ever. You have to set sort by priority and save as default for new boards. | |||
Wikipedia is done with Phabricator and is a great resource, for example [https://www.mediawiki.org/wiki/Phabricator/Project_management their project management guidelines]. | |||
I updated at the beginning of 2018 and Epriestley has added an action to move items to different "columns" through the UI. This was a major missing piece before on mobile, as drag-and-drop is not supported there. | |||
=== Configure === | |||
==== User Management ==== | |||
Spammers start registering as soon as the site goes live. I have disabled registrations via email: | |||
bin/auth unlock | |||
Site > Auth > Username/Password provider > Edit > [ ] Register new accounts (uncheck it and save) | |||
bin/auth lock | |||
If a friend wants to register: | |||
* reverse the above steps, to enable registration | |||
* The user can now join on their own, with email verification (now that STMP is configured) | |||
* Site > People > approve the new user there | |||
* repeat the above steps to re-dis-able registration, whew... | |||
==== Dashboard ==== | |||
The home screen is a dashboard. To add panels for a project: | |||
* go to the project workboard column you want in a panel feed | |||
* click the gear, "view as query" | |||
* change the limit to 3, and in the upper right, select Use Results > Add to dashboard | |||
You only get two columns (cmon priestley ffs) so make good use of them. | |||
==== Misc ==== | |||
You can [https://willcodeforcoffee.org/config/group/ui/ customize the site banner] now through the ui - yay thanks epriestley! | |||
Navigate via Config > Core settings > User interface. | |||
=== Install === | |||
Installing Phabricator is as simple as any other LAMP installation. We grabbed the three primary git repos, here: | Installing Phabricator is as simple as any other LAMP installation. We grabbed the three primary git repos, here: | ||
m@bitpost cd development/phabricator | m@bitpost cd development/phabricator | ||
git clone https://github.com/phacility/libphutil.git | git clone https://github.com/phacility/libphutil.git | ||
git clone https://github.com/phacility/arcanist.git | git clone https://github.com/phacility/arcanist.git | ||
git clone https://github.com/phacility/phabricator.git | git clone https://github.com/phacility/phabricator.git | ||
Then set up an alias and directory in apache. Then a mysql user + db. Browse to the url to finish. Easy peasy. | |||
[[Phabricator API]] | Then set up an alias and directory in apache. Then a mysql user + db. Browse to the url to finish. Easy peasy. Read on for further updates over time. | ||
After putting up haproxy as the front end, I needed to [https://secure.phabricator.com/book/phabricator/article/configuring_preamble/ add a "preamble" script] to confirm we were actually using https through haproxy: | |||
🌵 m@bitpost [~/development/phabricator/phabricator/support] ls preamble.php | |||
lrwxrwxrwx 1 m m 78 Feb 17 15:03 preamble.php -> /home/m/development/config/bitpost/home/m/development/phabricator/preamble.php | |||
Over time I migrated to a better git layout, using a [willcodeforcoffee] branch off master for my installation. Master can be updated at any time. I can rebase my branch to it on occasion. The only change so far has been: | |||
libphutil/.arcconfig | |||
arcanist/.arcconfig | |||
phabricator/.arcconfig | |||
phabricator/support/preamble.php (only in my repo) | |||
Note that I have a COPY of these in my config repo: | |||
ls ~/development/config/bitpost/home/m/development/phabricator/ | |||
-rw-r--r-- 1 m m 78 Aug 6 2016 .arcconfig | |||
-rw-r--r-- 1 m m 36 Feb 17 15:01 preamble.php | |||
-rw-r--r-- 1 m m 375 Apr 29 2016 readme.txt | |||
Not ideal, but git hates symlinks so I can't connect the repos that way. Try to remember to keep the copy up to date on any change. | |||
==== SMTP ==== | |||
SMTP was configured using a dedicated gmail account. It is delivered to m@bitpost.com. See private for details. | |||
Check outgoing mail queue: | |||
bin/mail list-outbound | |||
==== API ==== | |||
The [https://thedigitalage.org/conduit/method/maniphest.query/ Phabricator API] can be used to extract a query of tasks. You need to get a (permanent) auth certificate from '''arcanist''': | |||
m@bitpost cd development/phabricator/arcanist | |||
bin/arc set-config default https://abettersoftware.org/ | |||
emacs .arcconfig # and set phabricator.uri to the same | |||
emacs ../phabricator/.arcconfig # and set phabricator.uri to the same | |||
bin/arc install-certificate | |||
That will tell you to browse [https://abettersoftware.org/conduit/login/ here]. | |||
You'll get an "API Token" once you log in, eg cli-5sdfksomkhgvasdlfkwfelk or whatever (NOT that one). | |||
Paste API Token from that page: cli-5fxsvztkshgvtc7ssdf | |||
Writing ~/.arcrc... | |||
SUCCESS! API Token installed. | |||
It then creates ~/.arcrc with the token, which is used by subsequent arc calls, like this: | |||
Now you can use that in the API calls to authenticate, like this: | |||
curl https://abettersoftware.org/api/maniphest.query -d api.token=cli-5fxsvztksdfsomkhgvczjtcdts | |||
Pretty easy to use once you have the initial bullshit done. It certainly isn't secure to send over the wire though. | |||
The only viable solution is to use it server-side. See bitpost.com/ci.php code for details on using good old php to get the job done. | |||
View active tokens here: | |||
https://abettersoftware.org/settings/panel/apitokens/ | |||
=== Upgrade === | |||
ssh glam | |||
* Stop phabricator (possibly skip this step if you're brave/dumb?) | |||
sudo service apache2 stop | |||
cd development/phabricator/phabricator | |||
bin/phd stop | |||
* Update code | |||
cd ~/development/phabricator/phabricator | |||
git branch # should be stable | |||
git status # should have no changes (.arcconfig etc are in .gitignore so our config changes won't get in the way) | |||
git pull | |||
cd ../arcanist && git pull | |||
cd ../libphutil && git pull | |||
* Upgrade the mysql schema | |||
cd ~/development/phabricator | |||
phabricator/bin/storage upgrade | |||
* Restart phabricator | |||
sudo service apache start | |||
cd development/phabricator | |||
phabricator/bin/phd start | |||
=== Troubleshooting === | |||
==== User accounts ==== | |||
Alternate ways to add users (other than self-registration via email verification): | |||
* go to https://willcodeforcoffee.org and add a user | |||
* don't worry about the password, you'll have to reset it | |||
* OR, to test, can we just validate the user? with this: | |||
ssh bp | |||
cd development/phabricator/phabricator | |||
./bin/auth verify myemail@yo.com | |||
* OR, you can use the CLI to get a password reset link: | |||
ssh bp | |||
cd development/phabricator/phabricator | |||
bin/auth recover myFabUser | |||
# use or share the provided link to set a new password for the user | |||
==== Old notes ==== | |||
* Notes on failed attempt to change url | |||
WARNING! No matter what I did, I couldn't get arcanist (or curl) to accept a subdomain's (agile.bitpost.com) CA certs. Browsers were fine. Shrug. Using a full domain worked fine. Maybe I'll revisit some time, but for now it's too much pain, move on. | |||
# Stop and reconfigure apache, restart | |||
# NOTE: currently we are using a 5-domain cert that includes bitpost.com, agile., www., ssl., mail. | |||
# Update phabricator config - this is different than and in addition to .arcconfig files! | |||
phabricator/ $ ./bin/config set phabricator.base-uri 'https://agile.bitpost.com/' | |||
# Update ~/development/config/bitpost/home/m/development/phabricator/.arcconfig | |||
# And make sure that the three phab folders (phabricator, arcanist, libphutil) point to it | |||
# You MAY need to run through some of the API steps again, below | |||
==== Alternatives ==== | |||
If phabricator becomes heavy to maintain or lacking in features, consider these: | |||
* [https://taiga.io/ Taiga] | |||
* [https://wekan.github.io/ Wekan] | |||
* [https://opensource.com/alternatives/trello more...] |
Latest revision as of 13:22, 18 October 2023
DEAD
I put a lot of effort into this old girl.... and then she up and left me... (Epriestly could only give so much of himself...) Kill it and move on to GitLab...
NOTE I moved the GLAM 106- apache file from sites-enabled to sites-available. Hopefully that is enough to put it to bed.
OLD
Phabricator is a solid agile project manager and issue tracker, with a customizable workflow.
My Workflow
WORKFLOW | Description | |
---|---|---|
Workflow columns | Backlog => In Progress | There is a third column Fixed that can be shown, it's nice to move Resolved items there on occasion to clean up the board. |
Create a task | Click dropdown on Backlog, select Create Task. | Or you can click the large + in the top-right toolbar, select Create Task, and assign the correct Project in the tags box. |
Start a task | Drag it from Backlog to In Progress. | Drop above an existing task so the priority will be automatically set. If this is not possible, you need to manually change Priority to High so that the CI dashboard shows the task. |
Finish a task | Change Status to Resolved. | This will hide the task on the CI dashboard. It will also immediately remove the task from the board if you are only showing Open statuses. You can also drag the task from In Progress to Fixed; this has no real effect on the task, but will keep your board better organized. |
Tips
If you are viewing a board by priority, and drag, the dropped task will have its priority automatically adjusted to fit in drag zone. This works great if you can drag a new item from Backlog to a spot above an existing In Progress item.
I changed the default task priority from "Needs Triage" (90) to "Normal" (50) to make my flow simpler. I don't need someone else to set the initial priority.
Natural and By-priority sorting BOTH maintain their specific orders. Fucking weird. NEVER USE NATURAL. Ever. You have to set sort by priority and save as default for new boards.
Wikipedia is done with Phabricator and is a great resource, for example their project management guidelines.
I updated at the beginning of 2018 and Epriestley has added an action to move items to different "columns" through the UI. This was a major missing piece before on mobile, as drag-and-drop is not supported there.
Configure
User Management
Spammers start registering as soon as the site goes live. I have disabled registrations via email:
bin/auth unlock Site > Auth > Username/Password provider > Edit > [ ] Register new accounts (uncheck it and save) bin/auth lock
If a friend wants to register:
- reverse the above steps, to enable registration
- The user can now join on their own, with email verification (now that STMP is configured)
- Site > People > approve the new user there
- repeat the above steps to re-dis-able registration, whew...
Dashboard
The home screen is a dashboard. To add panels for a project:
- go to the project workboard column you want in a panel feed
- click the gear, "view as query"
- change the limit to 3, and in the upper right, select Use Results > Add to dashboard
You only get two columns (cmon priestley ffs) so make good use of them.
Misc
You can customize the site banner now through the ui - yay thanks epriestley!
Navigate via Config > Core settings > User interface.
Install
Installing Phabricator is as simple as any other LAMP installation. We grabbed the three primary git repos, here:
m@bitpost cd development/phabricator git clone https://github.com/phacility/libphutil.git git clone https://github.com/phacility/arcanist.git git clone https://github.com/phacility/phabricator.git
Then set up an alias and directory in apache. Then a mysql user + db. Browse to the url to finish. Easy peasy. Read on for further updates over time.
After putting up haproxy as the front end, I needed to add a "preamble" script to confirm we were actually using https through haproxy:
🌵 m@bitpost [~/development/phabricator/phabricator/support] ls preamble.php lrwxrwxrwx 1 m m 78 Feb 17 15:03 preamble.php -> /home/m/development/config/bitpost/home/m/development/phabricator/preamble.php
Over time I migrated to a better git layout, using a [willcodeforcoffee] branch off master for my installation. Master can be updated at any time. I can rebase my branch to it on occasion. The only change so far has been:
libphutil/.arcconfig arcanist/.arcconfig phabricator/.arcconfig phabricator/support/preamble.php (only in my repo)
Note that I have a COPY of these in my config repo:
ls ~/development/config/bitpost/home/m/development/phabricator/ -rw-r--r-- 1 m m 78 Aug 6 2016 .arcconfig -rw-r--r-- 1 m m 36 Feb 17 15:01 preamble.php -rw-r--r-- 1 m m 375 Apr 29 2016 readme.txt
Not ideal, but git hates symlinks so I can't connect the repos that way. Try to remember to keep the copy up to date on any change.
SMTP
SMTP was configured using a dedicated gmail account. It is delivered to m@bitpost.com. See private for details.
Check outgoing mail queue:
bin/mail list-outbound
API
The Phabricator API can be used to extract a query of tasks. You need to get a (permanent) auth certificate from arcanist:
m@bitpost cd development/phabricator/arcanist bin/arc set-config default https://abettersoftware.org/ emacs .arcconfig # and set phabricator.uri to the same emacs ../phabricator/.arcconfig # and set phabricator.uri to the same bin/arc install-certificate
That will tell you to browse here. You'll get an "API Token" once you log in, eg cli-5sdfksomkhgvasdlfkwfelk or whatever (NOT that one).
Paste API Token from that page: cli-5fxsvztkshgvtc7ssdf Writing ~/.arcrc... SUCCESS! API Token installed.
It then creates ~/.arcrc with the token, which is used by subsequent arc calls, like this:
Now you can use that in the API calls to authenticate, like this:
curl https://abettersoftware.org/api/maniphest.query -d api.token=cli-5fxsvztksdfsomkhgvczjtcdts
Pretty easy to use once you have the initial bullshit done. It certainly isn't secure to send over the wire though. The only viable solution is to use it server-side. See bitpost.com/ci.php code for details on using good old php to get the job done.
View active tokens here:
https://abettersoftware.org/settings/panel/apitokens/
Upgrade
ssh glam
- Stop phabricator (possibly skip this step if you're brave/dumb?)
sudo service apache2 stop cd development/phabricator/phabricator bin/phd stop
- Update code
cd ~/development/phabricator/phabricator git branch # should be stable git status # should have no changes (.arcconfig etc are in .gitignore so our config changes won't get in the way) git pull cd ../arcanist && git pull cd ../libphutil && git pull
- Upgrade the mysql schema
cd ~/development/phabricator phabricator/bin/storage upgrade
- Restart phabricator
sudo service apache start cd development/phabricator phabricator/bin/phd start
Troubleshooting
User accounts
Alternate ways to add users (other than self-registration via email verification):
- go to https://willcodeforcoffee.org and add a user
- don't worry about the password, you'll have to reset it
- OR, to test, can we just validate the user? with this:
ssh bp cd development/phabricator/phabricator ./bin/auth verify myemail@yo.com
- OR, you can use the CLI to get a password reset link:
ssh bp cd development/phabricator/phabricator bin/auth recover myFabUser # use or share the provided link to set a new password for the user
Old notes
- Notes on failed attempt to change url
WARNING! No matter what I did, I couldn't get arcanist (or curl) to accept a subdomain's (agile.bitpost.com) CA certs. Browsers were fine. Shrug. Using a full domain worked fine. Maybe I'll revisit some time, but for now it's too much pain, move on.
- Stop and reconfigure apache, restart
- NOTE: currently we are using a 5-domain cert that includes bitpost.com, agile., www., ssl., mail.
- Update phabricator config - this is different than and in addition to .arcconfig files!
phabricator/ $ ./bin/config set phabricator.base-uri 'https://agile.bitpost.com/'
- Update ~/development/config/bitpost/home/m/development/phabricator/.arcconfig
- And make sure that the three phab folders (phabricator, arcanist, libphutil) point to it
- You MAY need to run through some of the API steps again, below
Alternatives
If phabricator becomes heavy to maintain or lacking in features, consider these: