Changes between Version 1 and Version 2 of TracWorkflow
- Timestamp:
- 02/13/13 21:18:40 (12 years ago)
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TracWorkflow
v1 v2 14 14 15 15 There are some significant "warts" in this; such as accepting a ticket sets it to 'assigned' state, and assigning a ticket sets it to 'new' state. Perfectly obvious, right? 16 So you will probably want to migrate to "basic" workflow; `contrib/workflow/migrate_original_to_basic.py`may be helpful.16 So you will probably want to migrate to "basic" workflow; [trac:source:trunk/contrib/workflow/migrate_original_to_basic.py contrib/workflow/migrate_original_to_basic.py] may be helpful. 17 17 18 18 === Environments created with 0.11 === … … 25 25 == Additional Ticket Workflows == 26 26 27 There are several example workflows provided in the Trac source tree; look in `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. 27 There are several example workflows provided in the Trac source tree; look in [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. 28 29 Here are some [http://trac.edgewall.org/wiki/WorkFlow/Examples diagrams] of the above examples. 28 30 29 31 == Basic Ticket Workflow Customization == 32 33 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. 30 34 31 35 Create a `[ticket-workflow]` section in `trac.ini`. … … 90 94 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). 91 95 96 An online copy of the workflow parser is available at http://foss.wush.net/cgi-bin/visual-workflow.pl 97 92 98 After you have changed a workflow, you need to restart apache for the changes to take effect. This is important, because the changes will still show up when you run your script, but all the old workflow steps will still be there until the server is restarted. 93 99 … … 97 103 98 104 {{{ 99 testing = new,accepted,needs_work -> testing105 testing = new,accepted,needs_work,assigned,reopened -> testing 100 106 testing.name = Submit to reporter for testing 101 107 testing.permissions = TICKET_MODIFY … … 108 114 pass.operations = set_resolution 109 115 pass.set_resolution = fixed 116 }}} 117 118 === How to combine the `tracopt.ticket.commit_updater` with the testing workflow === 119 120 The [[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. 121 122 By default it reacts on some keywords found in changeset message logs like ''close'', ''fix'' etc. and performs the corresponding workflow action. 123 124 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. 125 126 Have a look at the [[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. 127 128 == Example: Add simple optional generic review state == 129 130 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. 131 132 The new `reviewing` state along with its associated `review` action looks like this: 133 134 {{{ 135 review = new,assigned,reopened -> reviewing 136 review.operations = set_owner 137 review.permissions = TICKET_MODIFY 138 }}} 139 140 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: 141 142 {{{ 143 accept = new,reviewing -> assigned 144 […] 145 resolve = new,assigned,reopened,reviewing -> closed 146 }}} 147 148 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. 149 150 {{{ 151 reassign_reviewing = reviewing -> * 152 reassign_reviewing.name = reassign review 153 reassign_reviewing.operations = set_owner 154 reassign_reviewing.permissions = TICKET_MODIFY 155 }}} 156 157 The full `[ticket-workflow]` configuration will thus look like this: 158 159 {{{ 160 [ticket-workflow] 161 accept = new,reviewing -> assigned 162 accept.operations = set_owner_to_self 163 accept.permissions = TICKET_MODIFY 164 leave = * -> * 165 leave.default = 1 166 leave.operations = leave_status 167 reassign = new,assigned,reopened -> new 168 reassign.operations = set_owner 169 reassign.permissions = TICKET_MODIFY 170 reopen = closed -> reopened 171 reopen.operations = del_resolution 172 reopen.permissions = TICKET_CREATE 173 resolve = new,assigned,reopened,reviewing -> closed 174 resolve.operations = set_resolution 175 resolve.permissions = TICKET_MODIFY 176 review = new,assigned,reopened -> reviewing 177 review.operations = set_owner 178 review.permissions = TICKET_MODIFY 179 reassign_reviewing = reviewing -> * 180 reassign_reviewing.operations = set_owner 181 reassign_reviewing.name = reassign review 182 reassign_reviewing.permissions = TICKET_MODIFY 110 183 }}} 111 184 … … 132 205 But if even that is not enough, you can disable the !ConfigurableTicketWorkflow component and create a plugin that completely replaces it. 133 206 207 == Adding Workflow States to Milestone Progress Bars == 208 209 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]. 210 134 211 == some ideas for next steps == 135 212 136 New enhancement ideas for the workflow system should be filed as enhancement tickets against the `ticket system` component. If desired, add a single-line link to that ticket here. 213 New enhancement ideas for the workflow system should be filed as enhancement tickets against the `ticket system` component. If desired, add a single-line link to that ticket here. Also look at the [th:wiki:AdvancedTicketWorkflowPlugin] as it provides experimental operations. 137 214 138 215 If you have a response to the comments below, create an enhancement ticket, and replace the description below with a link to the ticket. … … 142 219 * '''postops''': automatic, when leaving the state/activity 143 220 * '''actions''': can be chosen by the owner in the list at the bottom, and/or drop-down/pop-up together with the default actions of leaving the node on one of the arrows. 144 This appears to add complexity without adding functionality; please provide a detailed example where these additions allow something currently impossible to implement. 221 ''This appears to add complexity without adding functionality; please provide a detailed example where these additions allow something currently impossible to implement.'' 145 222 146 223 * operations could be anything: sum up the time used for the activity, or just write some statistical fields like 147 A workflow plugin can add an arbitrary workflow operation, so this is already possible. 224 ''A workflow plugin can add an arbitrary workflow operation, so this is already possible.'' 148 225 149 226 * set_actor should be an operation allowing to set the owner, e.g. as a "preop": 150 227 * either to a role, a person 151 228 * entered fix at define time, or at run time, e.g. out of a field, or select. 152 This is either duplicating the existing `set_owner` operation, or needs to be clarified. 229 ''This is either duplicating the existing `set_owner` operation, or needs to be clarified.'' 153 230 154 231 * Actions should be selectable based on the ticket type (different Workflows for different tickets) 155 This is becoming a frequent request, with clear usecases. The closest the current implementation will allow is to have a plugin provide a `triage` action that sets the next state based on the ticket type, so a `new` ticket would move to `new_task`, `new_defect`, etc., and the workflow graph would separate at that point. 232 ''Look into the [th:wiki:AdvancedTicketWorkflowPlugin]'s `triage` operation.'' 233