Changes between Version 5 and Version 6 of Trac Workflow
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- Apr 12, 2015, 9:30:13 PM (9 years ago)
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Trac Workflow
v5 v6 1 = The Trac Ticket Workflow System = 1 = The Trac Ticket Workflow System 2 2 3 [[PageOutline(2-5,Contents,pullout)]] 3 4 [[TracGuideToc]] 4 5 The Trac ticket system provides a configurable workflow. 5 6 6 == The Default Ticket Workflow == 7 === Environments upgraded from 0.10 === 8 When you run `trac-admin <env> upgrade`, your `trac.ini` will be modified to include a `[ticket-workflow]` section. 9 The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10: 10 11 {{{#!Workflow width=500 height=240 12 leave = * -> * 13 leave.operations = leave_status 14 leave.default = 1 15 accept = new -> assigned 16 accept.permissions = TICKET_MODIFY 17 accept.operations = set_owner_to_self 18 resolve = new,assigned,reopened -> closed 19 resolve.permissions = TICKET_MODIFY 20 resolve.operations = set_resolution 21 reassign = new,assigned,reopened -> new 22 reassign.permissions = TICKET_MODIFY 23 reassign.operations = set_owner 24 reopen = closed -> reopened 25 reopen.permissions = TICKET_CREATE 26 reopen.operations = del_resolution 27 }}} 28 29 There are some significant caveats in this, such as accepting a ticket sets it to 'assigned' state, and assigning a ticket sets it to 'new' state. So you will probably want to migrate to "basic" workflow, see contrib/workflow/migrate_original_to_basic.py. 30 31 === Environments created with 0.11 === 32 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 `basic-workflow.ini`, which is somewhat different from the workflow of the 0.10 releases: 7 == The Default Ticket Workflow 8 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]: 33 10 34 11 {{{#!Workflow width=700 height=300 … … 36 13 leave.operations = leave_status 37 14 leave.default = 1 15 16 create = <none> -> new 17 create.default = 1 18 19 create_and_assign = <none> -> assigned 20 create_and_assign.label = assign 21 create_and_assign.permissions = TICKET_MODIFY 22 create_and_assign.operations = may_set_owner 23 38 24 accept = new,assigned,accepted,reopened -> accepted 39 25 accept.permissions = TICKET_MODIFY 40 26 accept.operations = set_owner_to_self 27 41 28 resolve = new,assigned,accepted,reopened -> closed 42 29 resolve.permissions = TICKET_MODIFY 43 30 resolve.operations = set_resolution 31 44 32 reassign = new,assigned,accepted,reopened -> assigned 45 33 reassign.permissions = TICKET_MODIFY 46 34 reassign.operations = set_owner 35 47 36 reopen = closed -> reopened 48 37 reopen.permissions = TICKET_CREATE … … 50 39 }}} 51 40 52 == Additional Ticket Workflows ==41 == Additional Ticket Workflows 53 42 54 43 There 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. … … 56 45 Here are some [trac:WorkFlow/Examples diagrams] of the above examples. 57 46 58 == Basic Ticket Workflow Customization ==59 60 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.47 == Basic Ticket Workflow Customization 48 49 '''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. 61 50 62 51 Create a `[ticket-workflow]` section in `trac.ini`. 63 52 Within this section, each entry is an action that may be taken on a ticket. 64 53 For example, consider the `accept` action from `simple-workflow.ini`: 54 65 55 {{{#!ini 66 56 accept = new,accepted -> accepted … … 68 58 accept.operations = set_owner_to_self 69 59 }}} 60 70 61 The 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`). 71 62 The `accept.permissions` line specifies what permissions the user must have to use this action. … … 75 66 - **del_owner** -- Clear the owner field. 76 67 - **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. 77 - ''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. 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. 78 69 - **set_owner_to_self** -- Sets the owner to the logged in user. 70 - **may_set_owner** -- Sets the owner to the selected or entered owner. Defaults to the existing owner. //(Since 1.1.2)//. 79 71 - **del_resolution** -- Clears the resolution field. 80 72 - **set_resolution** -- Sets the resolution to the selected value. … … 82 74 {{{#!ini 83 75 resolve_new = new -> closed 84 resolve_new. name= resolve76 resolve_new.label = resolve 85 77 resolve_new.operations = set_resolution 86 78 resolve_new.permissions = TICKET_MODIFY … … 91 83 '''Note:''' Specifying conflicting operations, such as `set_owner` and `del_owner`, has unspecified results. 92 84 93 In this example, we see the `. name` attribute used. The action here is `resolve_accepted`, but it will be presented to the user as `resolve`.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`: 94 86 95 87 {{{#!ini 96 88 resolve_accepted = accepted -> closed 97 resolve_accepted. name= resolve89 resolve_accepted.label = resolve 98 90 resolve_accepted.permissions = TICKET_MODIFY 99 91 resolve_accepted.operations = set_resolution 100 92 }}} 93 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//). 101 95 102 96 For actions that should be available in all states, `*` may be used in place of the state. The obvious example is the `leave` action: … … 106 100 leave.default = 1 107 101 }}} 102 108 103 This 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. 109 104 If not specified for an action, `.default` is 0. The value may be negative. 110 105 111 There are a couple of hard-coded constraints to the workflow. In particular, tickets are created with status `new`, and tickets are expected to have a `closed` state. Further, the default reports/queries treat any state other than `closed` as an open state. 106 The 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: 107 {{{#!ini 108 create = <none> -> new 109 create.default = 1 110 111 create_and_assign = <none> -> assigned 112 create_and_assign.label = assign 113 create_and_assign.permissions = TICKET_MODIFY 114 create_and_assign.operations = may_set_owner 115 }}} 116 117 118 There 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. 112 119 113 120 The 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: 121 114 122 {{{#!ini 115 123 _reset = -> new 116 _reset. name= reset124 _reset.label = reset 117 125 _reset.operations = reset_workflow 118 126 _reset.permissions = TICKET_ADMIN … … 121 129 122 130 Since [trac:milestone:1.0.3] the `_reset` action can be customized by redefining the implicit action. For example, to allow anyone with `TICKET_MODIFY` to perform the `_reset` action, the workflow action would need to be defined: 131 123 132 {{{#!ini 124 133 _reset = -> new 125 _reset. name= reset134 _reset.label = reset 126 135 _reset.operations = reset_workflow 127 136 _reset.permissions = TICKET_MODIFY … … 134 143 135 144 Workflows can also be visualized using the `contrib/workflow/workflow_parser.py` script. The script outputs `.dot` files that [http://www.graphviz.org GraphViz] understands. The script can be used as follows (your install path may be different): 145 136 146 {{{#!sh 137 147 cd /var/local/trac_devel/contrib/workflow/ … … 142 152 After you have changed a workflow, you need to restart your webserver for the changes to take effect. 143 153 144 == Example: Adding optional Testing with Workflow ==154 == Example: Adding optional Testing with Workflow 145 155 146 156 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. … … 148 158 {{{#!ini 149 159 testing = new,accepted,needs_work,assigned,reopened -> testing 150 testing. name= Submit to reporter for testing160 testing.label = Submit to reporter for testing 151 161 testing.permissions = TICKET_MODIFY 152 162 153 163 reject = testing -> needs_work 154 reject. name= Failed testing, return to developer164 reject.label = Failed testing, return to developer 155 165 156 166 pass = testing -> closed 157 pass. name= Passes Testing167 pass.label = Passes Testing 158 168 pass.operations = set_resolution 159 169 pass.set_resolution = fixed 160 170 }}} 161 171 162 === How to combine the `tracopt.ticket.commit_updater` with the testing workflow ===172 === How to combine the `tracopt.ticket.commit_updater` with the testing workflow 163 173 164 174 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. … … 170 180 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. 171 181 172 == Example: Add simple optional generic review state ==182 == Example: Add simple optional generic review state 173 183 174 184 Sometimes Trac is used in situations where "testing" can mean different things to different people so you may want to create an optional workflow state that is between the default workflow's `assigned` and `closed` states, but does not impose implementation-specific details. The only new state you need to add for this is a `reviewing` state. A ticket may then be "submitted for review" from any state that it can be reassigned. If a review passes, you can re-use the `resolve` action to close the ticket, and if it fails you can re-use the `reassign` action to push it back into the normal workflow. … … 182 192 }}} 183 193 184 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 , like so:194 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: 185 195 186 196 {{{#!ini … … 190 200 }}} 191 201 192 Optionally, you can also add a new action that allows you to change the ticket's owner without moving the ticket out of the `reviewing` state. This enables you to reassign review work without pushing the ticket back to the `new` status .202 Optionally, you can also add a new action that allows you to change the ticket's owner without moving the ticket out of the `reviewing` state. This enables you to reassign review work without pushing the ticket back to the `new` status: 193 203 194 204 {{{#!ini 195 205 reassign_reviewing = reviewing -> * 196 reassign_reviewing. name= reassign review206 reassign_reviewing.label = reassign review 197 207 reassign_reviewing.operations = set_owner 198 208 reassign_reviewing.permissions = TICKET_MODIFY … … 203 213 {{{#!ini 204 214 [ticket-workflow] 215 create = <none> -> new 216 create.default = 1 217 create_and_assign = <none> -> assigned 218 create_and_assign.label = assign 219 create_and_assign.permissions = TICKET_MODIFY 220 create_and_assign.operations = may_set_owner 205 221 accept = new,reviewing -> assigned 206 222 accept.operations = set_owner_to_self … … 223 239 reassign_reviewing = reviewing -> * 224 240 reassign_reviewing.operations = set_owner 225 reassign_reviewing. name= reassign review241 reassign_reviewing.label = reassign review 226 242 reassign_reviewing.permissions = TICKET_MODIFY 227 243 }}} 228 244 229 == Example: Limit the resolution options for a new ticket ==245 == Example: Limit the resolution options for a new ticket 230 246 231 247 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. … … 233 249 {{{#!ini 234 250 resolve_new = new -> closed 235 resolve_new. name= resolve251 resolve_new.label = resolve 236 252 resolve_new.operations = set_resolution 237 253 resolve_new.permissions = TICKET_MODIFY … … 243 259 }}} 244 260 245 == Advanced Ticket Workflow Customization ==261 == Advanced Ticket Workflow Customization 246 262 247 263 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:trunk/sample-plugins/workflow sample-plugins/workflow] for a few examples to get started. … … 249 265 But if even that is not enough, you can disable the !ConfigurableTicketWorkflow component and create a plugin that completely replaces it. 250 266 251 == Adding Workflow States to Milestone Progress Bars ==267 == Adding Workflow States to Milestone Progress Bars 252 268 253 269 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]. 254 270 255 == Ideas for next steps ==256 257 New enhancement ideas for the workflow system should be filed as enhancement tickets against the `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.271 == Ideas for next steps 272 273 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.