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Etienne Massip, 2012-05-25 11:13

Plugin Tutorial

Note: To follow this tutorial, you need to run Redmine devel r1786 or higher.

Creating a new Plugin

You may need to set the RAILS_ENV variable in order to use the command below:

$ export RAILS_ENV="production" 

On windows:

set RAILS_ENV=production

Creating a new plugin can be done using the Redmine plugin generator.
Syntax for this generator is:

ruby script/generate redmine_plugin <plugin_name>

So open up a command prompt and "cd" to your redmine directory, then execute the following command:

% ruby script/generate redmine_plugin Polls

The plugin structure is created in vendor/plugins/redmine_polls:

      create  vendor/plugins/redmine_polls/app/controllers
      create  vendor/plugins/redmine_polls/app/helpers
      create  vendor/plugins/redmine_polls/app/models
      create  vendor/plugins/redmine_polls/app/views
      create  vendor/plugins/redmine_polls/db/migrate
      create  vendor/plugins/redmine_polls/lib/tasks
      create  vendor/plugins/redmine_polls/assets/images
      create  vendor/plugins/redmine_polls/assets/javascripts
      create  vendor/plugins/redmine_polls/assets/stylesheets
      create  vendor/plugins/redmine_polls/lang
      create  vendor/plugins/redmine_polls/config/locales
      create  vendor/plugins/redmine_polls/test
      create  vendor/plugins/redmine_polls/README.rdoc
      create  vendor/plugins/redmine_polls/init.rb
      create  vendor/plugins/redmine_polls/config/locales/en.yml
      create  vendor/plugins/redmine_polls/test/test_helper.rb

Edit vendor/plugins/redmine_polls/init.rb to adjust plugin information (name, author, description and version):

require 'redmine'

Redmine::Plugin.register :redmine_polls do
  name 'Polls plugin'
  author 'John Smith'
  description 'A plugin for managing polls'
  version '0.0.1'

Then restart the application and point your browser to http://localhost:3000/admin/plugins.
After logging in, you should see your new plugin in the plugins list:

Generating a model

For now plugin doesn't store anything. Let's create a simple Poll model for our plugin. Syntax is:

   ruby script/generate redmine_plugin_model <plugin_name> <model_name> [<fields>]

So, go to the command prompt and run:

   ruby script/generate redmine_plugin_model polls poll question:string yes:integer no:integer

This creates the Poll model and the corresponding migration file.

Please note you may have to rename your migration. Timestamped migrations are not supported by the actual Redmine plugin engine (Engines). If your migrations are named with a timestamp, rename it using "001", "002", etc. instead.

mv vendor/plugins/redmine_polls/db/migrate/20091009211553_create_polls.rb vendor/plugins/redmine_polls/db/migrate/001_create_polls.rb

If you have already created a database table record in plugin_schema_info with the timestamp version number, you will have to change it to reflect your new version number, or the migration will hang.

Migrate the database using the following command:

rake db:migrate_plugins

Note that each plugin has its own set of migrations.

Lets add some Polls in the console so we have something to work with. The console is where you can interactively work and examine the Redmine environment and is very informative to play around in. But for now we just need create two Poll objects

>> Poll.create(:question => "Can you see this poll")
>> Poll.create(:question => "And can you see this other poll")
>> exit

Edit vendor/plugins/redmine_polls/app/models/poll.rb in your plugin directory to add a #vote method that will be invoked from our controller:

class Poll < ActiveRecord::Base
  def vote(answer)
    increment(answer == 'yes' ? :yes : :no)

Generating a controller

Warning: starting from 1.4.0, Redmine won't provide anymore the default wildcard route (':controller/:action/:id'). Plugins will have to declare the routes they need in their proper config/routes.rb file.

For now, the plugin doesn't do anything. So let's create a controller for our plugin.
We can use the plugin controller generator for that. Syntax is:

ruby script/generate redmine_plugin_controller <plugin_name> <controller_name> [<actions>]

So go back to the command prompt and run:

% ruby script/generate redmine_plugin_controller Polls polls index vote
      exists  app/controllers/
      exists  app/helpers/
      create  app/views/polls
      create  test/functional/
      create  app/controllers/polls_controller.rb
      create  test/functional/polls_controller_test.rb
      create  app/helpers/polls_helper.rb
      create  app/views/polls/index.html.erb
      create  app/views/polls/vote.html.erb

A controller PollsController with 2 actions (#index and #vote) is created.

Edit vendor/plugins/redmine_polls/app/controllers/polls_controller.rb in redmine_polls directory to implement these 2 actions.

class PollsController < ApplicationController

  def index
    @polls = Poll.find(:all)

  def vote
    poll = Poll.find(params[:id])[:answer])
      flash[:notice] = 'Vote saved.'
      redirect_to :action => 'index'

Then edit vendor/plugins/redmine_polls/app/views/polls/index.html.erb that will display existing polls:


<% @polls.each do |poll| %>
  <%= poll[:question] %>?
  <%= link_to 'Yes', { :action => 'vote', :id => poll[:id], :answer => 'yes' }, :method => :post %> (<%= poll[:yes] %>) /
  <%= link_to 'No', { :action => 'vote', :id => poll[:id], :answer => 'no' }, :method => :post %> (<%= poll[:no] %>)
<% end %>

You can remove vendor/plugins/redmine_polls/app/views/polls/vote.html.erb since no rendering is done by the corresponding action.

Now, restart the application and point your browser to http://localhost:3000/polls.
You should see the 2 polls and you should be able to vote for them:

Note that poll results are reset on each request if you don't run the application in production mode, since our poll "model" is stored in a class variable in this example.


The location of *.yml translation files is dependent on the version of Redmine that is being run:

Version Path
< 0.9 .../redmine_polls/lang
>= 0.9 .../redmine_polls/config/locales

If you want your plugin to work in both versions, you will need to have the same translation file in both locations.

Extending menus

Our controller works fine but users have to know the url to see the polls. Using the Redmine plugin API, you can extend standard menus.
So let's add a new item to the application menu.

Extending the application menu

Edit vendor/plugins/redmine_polls/init.rb at the root of your plugin directory to add the following line at the end of the plugin registration block:

Redmine::Plugin.register :redmine_polls do

  menu :application_menu, :polls, { :controller => 'polls', :action => 'index' }, :caption => 'Polls'

Syntax is:

menu(menu_name, item_name, url, options={})

There are five menus that you can extend:

  • :top_menu - the top left menu
  • :account_menu - the top right menu with sign in/sign out links
  • :application_menu - the main menu displayed when the user is not inside a project
  • :project_menu - the main menu displayed when the user is inside a project
  • :admin_menu - the menu displayed on the Administration page (can only insert after Settings, before Plugins)

Available options are:

  • :param - the parameter key that is used for the project id (default is :id)
  • :if - a Proc that is called before rendering the item, the item is displayed only if it returns true
  • :caption - the menu caption that can be:
    • a localized string Symbol
    • a String
    • a Proc that can take the project as argument
  • :before, :after - specify where the menu item should be inserted (eg. :after => :activity)
  • :first, :last - if set to true, the item will stay at the beginning/end of the menu (eg. :last => true)
  • :html - a hash of html options that are passed to link_to when rendering the menu item

In our example, we've added an item to the application menu which is emtpy by default.
Restart the application and go to http://localhost:3000:

Now you can access the polls by clicking the Polls tab from the welcome screen.

Extending the project menu

Now, let's consider that the polls are defined at project level (even if it's not the case in our example poll model). So we would like to add the Polls tab to the project menu instead.
Open init.rb and replace the line that was added just before with these 2 lines:

Redmine::Plugin.register :redmine_polls do

  permission :polls, { :polls => [:index, :vote] }, :public => true
  menu :project_menu, :polls, { :controller => 'polls', :action => 'index' }, :caption => 'Polls', :after => :activity, :param => :project_id

The second line adds our Polls tab to the project menu, just after the activity tab.
The first line is required and declares that our 2 actions from PollsController are public. We'll come back later to explain this with more details.

Restart the application again and go to one of your projects:

If you click the Polls tab, you should notice that the project menu is no longer displayed.
To make the project menu visible, you have to initialize the controller's instance variable @project.

Edit your PollsController to do so:

def index
  @project = Project.find(params[:project_id])
  @polls = Poll.find(:all) # @project.polls

The project id is available in the :project_id param because of the :param => :project_id option in the menu item declaration above.

Now, you should see the project menu when viewing the polls:

Adding new permissions

For now, anyone can vote for polls. Let's make it more configurable by changing the permission declaration.
We're going to declare 2 project based permissions, one for viewing the polls and an other one for voting. These permissions are no longer public (:public => true option is removed).

Edit vendor/plugins/redmine_polls/init.rb to replace the previous permission declaration with these 2 lines:

  permission :view_polls, :polls => :index
  permission :vote_polls, :polls => :vote

Restart the application and go to http://localhost:3000/roles/report:

You're now able to give these permissions to your existing roles.

Of course, some code needs to be added to the PollsController so that actions are actually protected according to the permissions of the current user.
For this, we just need to append the :authorize filter and make sure that the Herve Harster instance variable is properly set before calling this filter.

Here is how it would look like for the #index action:

class PollsController < ApplicationController

  before_filter :find_project, :authorize, :only => :index


  def index
    @polls = Poll.find(:all) # @project.polls



  def find_project
    # @project variable must be set before calling the authorize filter
    @project = Project.find(params[:project_id])

Retrieving the current project before the #vote action could be done using a similar way.
After this, viewing and voting polls will be only available to admin users or users that have the appropriate role on the project.

If you want to display the symbols of your permissions in a multilangual way, you need to add the necessary text labels in a language file.
Simply create an *.yml file in the correct translation directory for your Redmine version and fill it with labels like this:

  permission_view_polls: View Polls
  permission_vote_polls: Vote Polls

In this example the created file is known as en.yml, but all other supported language files are also possible too.
As you can see on the example above, the labels consists of the permission symbols :view_polls and :vote_polls with an additional permission_ added at the front.

Restart your application and point the permission section.

Creating a project module

For now, the poll functionality is added to all your projects. But you may want to enable polls for some projects only.
So, let's create a 'Polls' project module. This is done by wrapping the permissions declaration inside a call to #project_module.

Edit init.rb and change the permissions declaration:

  project_module :polls do
    permission :view_polls, :polls => :index
    permission :vote_polls, :polls => :vote

Restart the application and go to one of your project settings.
Click on the Modules tab. You should see the Polls module at the end of the modules list (disabled by default):

You can now enable/disable polls at project level.

Improving the plugin views

Adding stylesheets

Let's start by adding a stylesheet to our plugin views.
Create a file named voting.css in the vendor/plugins/redmine_polls/assets/stylesheets directory: { font-size: 120%; } { color: green; }  { color: red; }

When starting the application, plugin assets are automatically copied to public/plugin_assets/redmine_polls/ by Rails Engines to make them available through your web server. So any change to your plugin stylesheets or javascripts needs an application restart.

Then, append the following lines at the end of vendor/plugins/redmine_polls/app/views/polls/index.html.erb so that your stylesheet get included in the page header by Redmine:

<% content_for :header_tags do %>
    <%= stylesheet_link_tag 'voting', :plugin => 'redmine_polls' %>
<% end %>

Note that the :plugin => 'redmine_polls' option is required when calling the stylesheet_link_tag helper.

Javascripts can be included in plugin views using the javascript_include_tag helper in the same way.

Setting page title

You can set the HTML title from inside your views by using the html_title helper.

<% html_title "Polls" %>

Testing your plugin


Here are the contents of my test helper file:

require File.expand_path(File.dirname(__FILE__) + '/../../../../test/test_helper')

Sample test:

Contents of requirements_controller_test.rb:

require File.dirname(__FILE__) + '/../test_helper'
require 'requirements_controller'

class RequirementsControllerTest < ActionController::TestCase
  fixtures :projects, :versions, :users, :roles, :members, :member_roles, :issues, :journals, :journal_details,
           :trackers, :projects_trackers, :issue_statuses, :enabled_modules, :enumerations, :boards, :messages,
           :attachments, :custom_fields, :custom_values, :time_entries

  def setup
    @skill = => 'Java')
    @project = Project.find(1)
    @request    =
    @response   =
    User.current = nil

  def test_routing
      {:method => :get, :path => '/requirements'},
      :controller => 'requirements', :action => 'index'

Initialize Test DB:

I found it easiest to initialize the test db directly with the following rake call:

rake db:drop db:create db:migrate db:migrate_plugins redmine:load_default_data RAILS_ENV=test

Run test:

To execute the requirements_controller_test.rb I used the following command:

rake test:engines:all PLUGIN=redmine_requirements

Testing with permissions

If your plugin requires membership to a project, add the following to the beginning of your functional tests:

def test_index
  @request.session[:user_id] = 2

If your plugin requires a specific permission, you can add that to a user role like so (lookup which role is appropriate for the user in the fixtures):

def test_index
  Role.find(1).add_permission! :my_permission

You may enable/disable a specific module like so:

def test_index
  Project.find(1).enabled_module_names = [:mymodule]

Updated by Etienne Massip about 12 years ago · 66 revisions