Changes between Version 1 and Version 2 of TracWorkflow

Timestamp:

Mar 2, 2014, 3:22:57 PM (11 years ago)

Author:

trac

Comment:

--

TracWorkflow

@@ -14 +14 @@
 
 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?
-So you will probably want to migrate to "basic" workflow; `contrib/workflow/migrate_original_to_basic.py` may be helpful.
+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.
 
 === Environments created with 0.11 ===
@@ -25 +25 @@
 == Additional Ticket Workflows ==
 
-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.
+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. 
+
+Here are some [http://trac.edgewall.org/wiki/WorkFlow/Examples diagrams] of the above examples.
 
 == Basic Ticket Workflow Customization ==
+
+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.
 
 Create a `[ticket-workflow]` section in `trac.ini`.
@@ -48 +52 @@
  - del_resolution -- Clears the resolution field
  - set_resolution -- Sets the resolution to the selected value.
-   - ''actionname''`.set_resolution` may optionally be set to a comma delimited list or a single value.
-{{{
-Example:
-
+   - ''actionname''`.set_resolution` may optionally be set to a comma delimited list or a single value. Example:
+     {{{
 resolve_new = new -> closed
 resolve_new.name = resolve
@@ -57 +59 @@
 resolve_new.permissions = TICKET_MODIFY
 resolve_new.set_resolution = invalid,wontfix
-}}}
+     }}}
  - leave_status -- Displays "leave as <current status>" and makes no change to the ticket.
 '''Note:''' Specifying conflicting operations (such as `set_owner` and `del_owner`) has unspecified results.
@@ -90 +92 @@
 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).
 
+An online copy of the workflow parser is available at http://foss.wush.net/cgi-bin/visual-workflow.pl
+
 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.
 
@@ -97 +101 @@
 
 {{{
-testing = new,accepted,needs_work -> testing
+testing = new,accepted,needs_work,assigned,reopened -> testing
 testing.name = Submit to reporter for testing
 testing.permissions = TICKET_MODIFY
@@ -108 +112 @@
 pass.operations = set_resolution
 pass.set_resolution = fixed
+}}}
+
+=== How to combine the `tracopt.ticket.commit_updater` with the testing workflow ===
+
+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.
+
+By default it reacts on some keywords found in changeset message logs like ''close'', ''fix'' etc. and performs the corresponding workflow action.
+
+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. 
+
+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.
+
+== Example: Add simple optional generic review state ==
+
+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.
+
+The new `reviewing` state along with its associated `review` action looks like this:
+
+{{{
+review = new,assigned,reopened -> reviewing
+review.operations = set_owner
+review.permissions = TICKET_MODIFY
+}}}
+
+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:
+
+{{{
+accept = new,reviewing -> assigned
+[…]
+resolve = new,assigned,reopened,reviewing -> closed
+}}}
+
+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.
+
+{{{
+reassign_reviewing = reviewing -> *
+reassign_reviewing.name = reassign review
+reassign_reviewing.operations = set_owner
+reassign_reviewing.permissions = TICKET_MODIFY
+}}}
+
+The full `[ticket-workflow]` configuration will thus look like this:
+
+{{{
+[ticket-workflow]
+accept = new,reviewing -> assigned
+accept.operations = set_owner_to_self
+accept.permissions = TICKET_MODIFY
+leave = * -> *
+leave.default = 1
+leave.operations = leave_status
+reassign = new,assigned,accepted,reopened -> assigned
+reassign.operations = set_owner
+reassign.permissions = TICKET_MODIFY
+reopen = closed -> reopened
+reopen.operations = del_resolution
+reopen.permissions = TICKET_CREATE
+resolve = new,assigned,reopened,reviewing -> closed
+resolve.operations = set_resolution
+resolve.permissions = TICKET_MODIFY
+review = new,assigned,reopened -> reviewing
+review.operations = set_owner
+review.permissions = TICKET_MODIFY
+reassign_reviewing = reviewing -> *
+reassign_reviewing.operations = set_owner
+reassign_reviewing.name = reassign review
+reassign_reviewing.permissions = TICKET_MODIFY
 }}}
 
@@ -132 +203 @@
 But if even that is not enough, you can disable the !ConfigurableTicketWorkflow component and create a plugin that completely replaces it.
 
+== Adding Workflow States to Milestone Progress Bars ==
+
+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].
+
 == some ideas for next steps ==
 
-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.
+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 [http://trac-hacks.org/wiki/AdvancedTicketWorkflowPlugin AdvancedTicketWorkflowPlugin] as it provides experimental operations.
 
 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 +217 @@
    * '''postops''': automatic, when leaving the state/activity
    * '''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.
-This appears to add complexity without adding functionality; please provide a detailed example where these additions allow something currently impossible to implement.
+''This appears to add complexity without adding functionality; please provide a detailed example where these additions allow something currently impossible to implement.''
 
  * operations could be anything: sum up the time used for the activity, or just write some statistical fields like 
-A workflow plugin can add an arbitrary workflow operation, so this is already possible.
+''A workflow plugin can add an arbitrary workflow operation, so this is already possible.''
 
  * set_actor should be an operation allowing to set the owner, e.g. as a "preop":
    * either to a role, a person
    * entered fix at define time, or at run time, e.g. out of a field, or select.
-This is either duplicating the existing `set_owner` operation, or needs to be clarified.
+''This is either duplicating the existing `set_owner` operation, or needs to be clarified.''
 
  * Actions should be selectable based on the ticket type (different Workflows for different tickets)
-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.
+''Look into the [http://trac-hacks.org/wiki/AdvancedTicketWorkflowPlugin AdvancedTicketWorkflowPlugin]'s `triage` operation.''
+
+ * I'd wish to have an option to perform automatic status changes. In my case, I do not want to start with "new", but with "assigned". So tickets in state "new" should automatically go into state "assigned". Or is there already a way to do this and I just missed it?
+''Have a look at [http://trac-hacks.org/wiki/TicketCreationStatusPlugin TicketCreationStatusPlugin] and [http://trac-hacks.org/wiki/TicketConditionalCreationStatusPlugin TicketConditionalCreationStatusPlugin]''
+
+ * I added a 'testing' state. A tester can close the ticket or reject it. I'd like the transition from testing to rejected to set the owner to the person that put the ticket in 'testing'. The [http://trac-hacks.org/wiki/AdvancedTicketWorkflowPlugin AdvancedTicketWorkflowPlugin] is close with set_owner_to_field, but we need something like set_field_to_owner.
+
+ * I'd like to track the time a ticket is in each state, adding up 'disjoints' intervals in the same state.