Changes between Version 8 and Version 9 of TracWorkflow


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Timestamp:
22/06/2017 14:04:09 (7 years ago)
Author:
trac
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  • TracWorkflow

    v8 v9  
    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, such as specified in [trac:source:/trunk/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, as specified in [trac:source:/trunk/trac/ticket/workflows/basic-workflow.ini basic-workflow.ini]:
    1010
    1111{{{#!Workflow width=700 height=300
    … …  
    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 Create a `[ticket-workflow]` section in `trac.ini`.
    52 Within this section, each entry is an action that may be taken on a ticket.
     51In the `[ticket-workflow]` section of `trac.ini`, each entry is an action that may be taken on a ticket.
    5352For example, consider the `accept` action from `simple-workflow.ini`:
    5453
    … …  
    6059
    6160The 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`).
    62 The `accept.permissions` line specifies what permissions the user must have to use this action.
    63 The `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.
     61
     62The `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
     64The `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.
    6465
    6566The available operations are:
    66 - **del_owner** -- Clear the owner field.
     67- **del_owner** -- Clears the owner field.
    6768- **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.
    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.
     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.
    6970- **set_owner_to_self** -- Sets the owner to the logged in user.
    7071- **may_set_owner** -- Sets the owner to the selected or entered owner. Defaults to the existing owner. //(Since 1.1.2)//.
    … …  
    8384'''Note:''' Specifying conflicting operations, such as `set_owner` and `del_owner`, has unspecified results.
    8485
    85 In this example, we see the `.label` attribute used. The action here is `resolve_accepted`, but it will be presented to the user as `resolve`:
     86The example that follows demonstrates the `.label` attribute. The action here is `resolve_accepted`, but it will be presented to the user as `resolve`.
    8687
    8788{{{#!ini
    … …  
    9293}}}
    9394
    94 In 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//).
     95The `.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//).
    9596
    9697For actions that should be available in all states, `*` may be used in place of the state. The obvious example is the `leave` action:
    … …  
    148149
    149150{{{#!sh
    150 cd /var/local/trac_devel/contrib/workflow/
    151 sudo ./showworkflow /srv/trac/PlannerSuite/conf/trac.ini
    152 }}}
    153 And then open up the resulting `trac.pdf` file created by the script. It will be in the same directory as the `trac.ini` file.
    154 
    155 After you have changed a workflow, you need to restart your webserver for the changes to take effect.
     151$ cd /var/local/trac_devel/contrib/workflow/
     152$ ./showworkflow /srv/trac/PlannerSuite/conf/trac.ini
     153}}}
     154The script outputs `trac.pdf` in the same directory as the `trac.ini` file.
    156155
    157156== Example: Adding optional Testing with Workflow
    158157
    159 By 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.
     158The 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.
    160159
    161160{{{#!ini
    … …  
    173172}}}
    174173
    175 === How to combine the `tracopt.ticket.commit_updater` with the testing workflow
    176 
    177 The [[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.
    178 
    179 By default it reacts on some keywords found in changeset message logs like ''close'', ''fix'' etc. and performs the corresponding workflow action.
    180 
    181 If 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.
    182 
    183 Have 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.
    184 
    185174== Example: Add simple optional generic review state
    186175
    … …  
    195184}}}
    196185
    197 Then, to integrate this with the default Trac 0.11 workflow, you also need to add the `reviewing` state to the `accept` and `resolve` actions:
     186To integrate this with the default workflow, you also need to add the `reviewing` state to the `accept` and `resolve` actions:
    198187
    199188{{{#!ini
    … …  
    212201}}}
    213202
    214 The full `[ticket-workflow]` configuration will thus look like this:
     203The full `[ticket-workflow]` configuration will be:
    215204
    216205{{{#!ini
    … …  
    246235}}}
    247236
    248 == Example: Limit the resolution options for a new ticket
    249 
    250 The 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.
    251 
    252 {{{#!ini
    253 resolve_new = new -> closed
    254 resolve_new.label = resolve
    255 resolve_new.operations = set_resolution
    256 resolve_new.permissions = TICKET_MODIFY
    257 resolve_new.set_resolution = invalid,wontfix,duplicate
    258 
    259 resolve = assigned,accepted,reopened -> closed
    260 resolve.operations = set_resolution
    261 resolve.permissions = TICKET_MODIFY
    262 }}}
    263 
    264237== Advanced Ticket Workflow Customization
    265238
    266239If 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.
    267240
    268 But if even that is not enough, you can disable the !ConfigurableTicketWorkflow component and create a plugin that completely replaces it.
     241But 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.
    269242
    270243== Adding Workflow States to Milestone Progress Bars
    271244
    272 If you add additional states to your workflow, you may want to customize your milestone progress bars as well. See [TracIni#milestone-groups-section TracIni].
     245If 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.
    273246
    274247== Ideas for next steps
    275248
    276 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. Also look at the [http://trac-hacks.org/wiki/AdvancedTicketWorkflowPlugin AdvancedTicketWorkflowPlugin] as it provides experimental operations.
     249Enhancement 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.