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Changes between Version 3 and Version 4 of TracWorkflow


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Timestamp:
Jan 30, 2019, 11:46:28 PM (18 months ago)
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trac
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  • TracWorkflow

    v3 v4  
    77== The Default Ticket Workflow
    88
    9 When a new environment is created, a default workflow is configured in your trac.ini. This workflow is the basic workflow, as specified in [trac:source:branches/1.2-stable/trac/ticket/workflows/basic-workflow.ini basic-workflow.ini]:
     9When a new environment is created, a default workflow is configured in your trac.ini. This workflow is the basic workflow, such as specified in [trac:source:/trunk/trac/ticket/workflows/basic-workflow.ini basic-workflow.ini]:
    1010
    1111{{{#!Workflow width=700 height=300
     
    4141== Additional Ticket Workflows
    4242
    43 There are example workflows provided in the Trac source tree, see [trac:source:branches/1.2-stable/contrib/workflow contrib/workflow] for `.ini` config sections. One of those may be a good match for what you want. They can be pasted into the `[ticket-workflow]` section of your `trac.ini` file. However, if you have existing tickets then there may be issues if those tickets have states that are not in the new workflow.
     43There are example workflows provided in the Trac source tree, see [trac:source:trunk/contrib/workflow contrib/workflow] for `.ini` config sections. One of those may be a good match for what you want. They can be pasted into the `[ticket-workflow]` section of your `trac.ini` file. However, if you have existing tickets then there may be issues if those tickets have states that are not in the new workflow.
    4444
    4545Here are some [trac:WorkFlow/Examples diagrams] of the above examples.
     
    4949'''Note''': Ticket "statuses" or "states" are not separately defined. The states a ticket can be in are automatically generated by the transitions defined in a workflow. Therefore, creating a new ticket state simply requires defining a state transition in the workflow that starts or ends with that state.
    5050
    51 In the `[ticket-workflow]` section of `trac.ini`, each entry is an action that may be taken on a ticket.
     51Create a `[ticket-workflow]` section in `trac.ini`.
     52Within this section, each entry is an action that may be taken on a ticket.
    5253For example, consider the `accept` action from `simple-workflow.ini`:
    5354
     
    5960
    6061The first line in this example defines the `accept` action, along with the states the action is valid in (`new` and `accepted`), and the new state of the ticket when the action is taken (`accepted`).
    61 
    62 The `accept.permissions` line specifies the permissions the user must have to use this action. [trac:ExtraPermissionsProvider] can define new permissions to be used here.
    63 
    64 The `accept.operations` line specifies changes that will be made to the ticket in addition to the status change when the action is taken.  In this case, when a user clicks on `accept`, the ticket owner field is updated to the logged in user.  Multiple operations may be specified in a comma separated list.
     62The `accept.permissions` line specifies what permissions the user must have to use this action.
     63The `accept.operations` line specifies changes that will be made to the ticket in addition to the status change when this action is taken.  In this case, when a user clicks on `accept`, the ticket owner field is updated to the logged in user.  Multiple operations may be specified in a comma separated list.
    6564
    6665The available operations are:
    67 - **del_owner** -- Clears the owner field.
     66- **del_owner** -- Clear the owner field.
    6867- **set_owner** -- Sets the owner to the selected or entered owner. Defaults to the current user. When `[ticket] restrict_owner = true`, the select will be populated with users that have `TICKET_MODIFY` permission and an authenticated session.
    69  - ''actionname''`.set_owner` may optionally specify a comma delimited list of users that will be used to populate the select, or a single user. Groups and permissions may also be included in the list //(Since 1.1.3)//. When groups or permissions are specified the select is populated with all members of the group or all users that possess the permission.
     68 - ''actionname''`.set_owner` may optionally be set to a comma delimited list of users that will be used to populate the select, or a single user. Groups and permissions may also be included in the list //(Since 1.1.3)//. When groups or permissions are specified the select is populated with all members of the group or all users that possess the permission.
    7069- **set_owner_to_self** -- Sets the owner to the logged in user.
    7170- **may_set_owner** -- Sets the owner to the selected or entered owner. Defaults to the existing owner. //(Since 1.1.2)//.
    7271- **del_resolution** -- Clears the resolution field.
    7372- **set_resolution** -- Sets the resolution to the selected value.
    74  - ''actionname''`.set_resolution` may optionally be set to a comma delimited list or a single value. The resolution(s) specified in this attribute must be defined in the database. Example:
     73 - ''actionname''`.set_resolution` may optionally be set to a comma delimited list or a single value. Example:
    7574 {{{#!ini
    7675resolve_new = new -> closed
     
    8483'''Note:''' Specifying conflicting operations, such as `set_owner` and `del_owner`, has unspecified results.
    8584
    86 The example that follows demonstrates the `.label` attribute. The action here is `resolve_accepted`, but it will be presented to the user as `resolve`.
     85In this example, we see the `.label` attribute used. The action here is `resolve_accepted`, but it will be presented to the user as `resolve`:
    8786
    8887{{{#!ini
     
    9392}}}
    9493
    95 The `.label` attribute is new in Trac 1.1.3 and is functionally the same as the `.name` attribute, which is now deprecated. If neither `.label` or `.name` is specified, the action will be presented to the user as //resolve accepted//, the underscores having been replaced by whitespace (//Since 1.1.3//).
     94In this example, we see the `.label` attribute used.  The action here is `resolve_accepted`, but it will be presented to the user as `resolve`. The `.label` attribute is new in Trac 1.1.3 and is functionally the same as the `.name` attribute, which is now deprecated. If neither `.label` or `.name` is specified, the action will be presented to the user as //resolve accepted//, the underscores having been replaced by whitespace (//Since 1.1.3//).
    9695
    9796For actions that should be available in all states, `*` may be used in place of the state. The obvious example is the `leave` action:
     
    104103This also shows the use of the `.default` attribute. This value is expected to be an integer, and the order in which the actions are displayed is determined by this value. The action with the highest `.default` value is listed first, and is selected by default. The rest of the actions are listed in order of decreasing `.default` values.
    105104If not specified for an action, `.default` is 0. The value may be negative.
    106 
    107 There is one hard-coded constraint to the workflow: tickets are expected to have a `closed` state. The default reports/queries treat any state other than `closed` as an open state.
    108 
    109 === Ticket Create Action
    110105
    111106The ticket create actions are specified by a transition from the special `<none>` state. At least one create action must be available to the user in order for tickets to be created. The create actions defined in the default workflow are:
     
    120115}}}
    121116
    122 === Ticket Reset Action
     117
     118There is one hard-coded constraints to the workflow: tickets are expected to have a `closed` state. The default reports/queries treat any state other than `closed` as an open state.
    123119
    124120The special `_reset` action is added by default for tickets that are in states that are no longer defined. This allows tickets to be individually "repaired" after the workflow is changed, although it's recommended that the administrator perform the action by batch modifying the affected tickets. By default the `_reset` action is available to users with the `TICKET_ADMIN` permission and reset tickets are put in the //new// state. The default `_reset` action is equivalent to the following `[ticket-workflow]` action definition:
     
    149145
    150146{{{#!sh
    151 $ cd /var/local/trac_devel/contrib/workflow/
    152 $ ./showworkflow /srv/trac/PlannerSuite/conf/trac.ini
    153 }}}
    154 The script outputs `trac.pdf` in the same directory as the `trac.ini` file.
     147cd /var/local/trac_devel/contrib/workflow/
     148sudo ./showworkflow /srv/trac/PlannerSuite/conf/trac.ini
     149}}}
     150And then open up the resulting `trac.pdf` file created by the script. It will be in the same directory as the `trac.ini` file.
     151
     152After you have changed a workflow, you need to restart your webserver for the changes to take effect.
    155153
    156154== Example: Adding optional Testing with Workflow
    157155
    158 The following adds a `testing` action. When the ticket has status `new`, `accepted` or `needs_work`, you can choose to submit it for testing.  When it's in the testing status the user gets the option to reject it and send it back to `needs_work`, or pass the testing and send it along to `closed`. If they accept it, then it is automatically marked as `closed` and the resolution is set to `fixed`. Since all the old work flow remains, a ticket can skip this entire section.
     156By adding the following to your [ticket-workflow] section of trac.ini you get optional testing. When the ticket has status `new`, `accepted` or `needs_work`, you can choose to submit it for testing.  When it's in the testing status the user gets the option to reject it and send it back to `needs_work`, or pass the testing and send it along to `closed`. If they accept it, then it is automatically marked as `closed` and the resolution is set to `fixed`. Since all the old work flow remains, a ticket can skip this entire section.
    159157
    160158{{{#!ini
     
    172170}}}
    173171
     172=== How to combine the `tracopt.ticket.commit_updater` with the testing workflow
     173
     174The [[trac:source:trunk/tracopt/ticket/commit_updater.py|tracopt.ticket.commit_updater]] is the optional component that [[TracRepositoryAdmin#trac-post-commit-hook|replaces the old trac-post-commit-hook]], in Trac 0.12.
     175
     176By default it reacts on some keywords found in changeset message logs like ''close'', ''fix'' etc. and performs the corresponding workflow action.
     177
     178If you have a more complex workflow, like the testing stage described above and you want the ''closes'' keyword to move the ticket to the ''testing'' status instead of the ''closed'' status, you need to adapt the code a bit.
     179
     180Have a look at the [[trac:wiki:0.11/TracWorkflow#How-ToCombineSVNtrac-post-commit-hookWithTestWorkflow|Trac 0.11 recipe]] for the `trac-post-commit-hook`, this will give you some ideas about how to modify the component.
     181
    174182== Example: Add simple optional generic review state
    175183
     
    184192}}}
    185193
    186 To integrate this with the default workflow, you also need to add the `reviewing` state to the `accept` and `resolve` actions:
     194Then, to integrate this with the default Trac 0.11 workflow, you also need to add the `reviewing` state to the `accept` and `resolve` actions:
    187195
    188196{{{#!ini
     
    201209}}}
    202210
    203 The full `[ticket-workflow]` configuration will be:
     211The full `[ticket-workflow]` configuration will thus look like this:
    204212
    205213{{{#!ini
     
    235243}}}
    236244
     245== Example: Limit the resolution options for a new ticket
     246
     247The above `resolve_new` operation allows you to set the possible resolutions for a new ticket. By modifying the existing resolve action and removing the new status from before the `->` we then get two resolve actions. One with limited resolutions for new tickets, and then the regular one once a ticket is accepted.
     248
     249{{{#!ini
     250resolve_new = new -> closed
     251resolve_new.label = resolve
     252resolve_new.operations = set_resolution
     253resolve_new.permissions = TICKET_MODIFY
     254resolve_new.set_resolution = invalid,wontfix,duplicate
     255
     256resolve = assigned,accepted,reopened -> closed
     257resolve.operations = set_resolution
     258resolve.permissions = TICKET_MODIFY
     259}}}
     260
    237261== Advanced Ticket Workflow Customization
    238262
    239 If the customizations above do not meet your needs, you can extend the workflow with plugins. Plugins can provide additional operations for the workflow, like code review, or implement side-effects for an action, such as triggering a build, that may not be merely simple state changes. Look at [trac:source:branches/1.2-stable/sample-plugins/workflow sample-plugins/workflow] for a few examples to get started.
    240 
    241 But if even that is not enough, you can disable the !ConfigurableTicketWorkflow component and create a plugin that completely replaces it. See also the [https://trac-hacks.org/wiki/AdvancedTicketWorkflowPlugin AdvancedTicketWorkflowPlugin], which provides additional operations.
     263If the customizations above do not meet your needs, you can extend the workflow with plugins. Plugins can provide additional operations for the workflow, like code_review, or implement side-effects for an action, such as triggering a build, that may not be merely simple state changes. Look at [trac:source:trunk/sample-plugins/workflow sample-plugins/workflow] for a few examples to get started.
     264
     265But if even that is not enough, you can disable the !ConfigurableTicketWorkflow component and create a plugin that completely replaces it.
    242266
    243267== Adding Workflow States to Milestone Progress Bars
    244268
    245 If you add additional states to your workflow, you may want to customize your milestone progress bars as well. See the [TracIni#milestone-groups-section "[milestone-groups]"] section.
     269If you add additional states to your workflow, you may want to customize your milestone progress bars as well. See [TracIni#milestone-groups-section TracIni].
    246270
    247271== Ideas for next steps
    248272
    249 Enhancement ideas for the workflow system should be filed as enhancement tickets against the [trac:query:?status=assigned&status=new&status=reopened&keywords=~workflow&component=ticket+system ticket system] component.  You can also document ideas on the [trac:TracIdeas/TracWorkflow TracIdeas/TracWorkflow] page.
     273Enhancement ideas for the workflow system should be filed as enhancement tickets against the [trac:query:?status=assigned&status=new&status=reopened&keywords=~workflow&component=ticket+system ticket system] component.  You can also document ideas on the [trac:TracIdeas/TracWorkflow TracIdeas/TracWorkflow] page. Also look at the [http://trac-hacks.org/wiki/AdvancedTicketWorkflowPlugin AdvancedTicketWorkflowPlugin] as it provides experimental operations.