Changes between Version 2 and Version 3 of TracWorkflow

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01/14/19 00:01:55 (2 years ago)
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 v2 = The Trac Ticket Workflow System = = The Trac Ticket Workflow System [[PageOutline(2-5,Contents,pullout)]] [[TracGuideToc]] The Trac issue database provides a configurable workflow. == The Default Ticket Workflow == === Environments upgraded from 0.10 === The Trac ticket system provides a configurable workflow. == The Default Ticket Workflow === Environments upgraded from 0.10 When you run trac-admin upgrade, your trac.ini will be modified to include a [ticket-workflow] section. The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10. Graphically, that looks like this: The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10: {{{#!Workflow width=500 height=240 }}} 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; [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 === When a new environment is created, a default workflow is configured in your trac.ini.  This workflow is the basic workflow (described in basic-workflow.ini), which is somewhat different from the workflow of the 0.10 releases. Graphically, it looks like this: 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. === Environments created with 0.11 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: {{{#!Workflow width=700 height=300 }}} == Additional Ticket Workflows == 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. == Additional Ticket Workflows 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. Here are some [trac: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. Within this section, each entry is an action that may be taken on a ticket. For example, consider the accept action from simple-workflow.ini: {{{ {{{#!ini accept = new,accepted -> accepted accept.permissions = TICKET_MODIFY accept.operations = set_owner_to_self }}} 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). The accept.permissions line specifies what permissions the user must have to use this action. The available operations are: - del_owner -- Clear the owner field. - set_owner -- Sets the owner to the selected or entered owner. - ''actionname''.set_owner may optionally be set to a comma delimited list or a single value. - set_owner_to_self -- Sets the owner to the logged in user. - 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: {{{ - **del_owner** -- Clear the owner field. - **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. - ''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. - **set_owner_to_self** -- Sets the owner to the logged in user. - **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: {{{#!ini resolve_new = new -> closed resolve_new.name = resolve resolve_new.permissions = TICKET_MODIFY resolve_new.set_resolution = invalid,wontfix }}} - leave_status -- Displays "leave as " and makes no change to the ticket. '''Note:''' Specifying conflicting operations (such as set_owner and del_owner) has unspecified results. {{{ }}} - **leave_status** -- Displays "leave as " and makes no change to the ticket. - **reset_workflow** -- Resets the status of tickets that are in states no longer defined. '''Note:''' Specifying conflicting operations, such as set_owner and del_owner, has unspecified results. 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: {{{#!ini resolve_accepted = accepted -> closed resolve_accepted.name = resolve }}} 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. For actions that should be available in all states, * may be used in place of the state.  The obvious example is the leave action: {{{ leave = * -> * leave.operations = leave_status leave.default = 1 }}} 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. If not specified for an action, .default is 0.  The value may be negative. 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. While creating or modifying a ticket workflow, contrib/workflow/workflow_parser.py may be useful.  It can create .dot files that [http://www.graphviz.org GraphViz] understands to provide a visual description of the workflow. This can be done as follows (your install path may be different). {{{ For actions that should be available in all states, * may be used in place of the state. The obvious example is the leave action: {{{#!ini leave = * -> * leave.operations = leave_status leave.default = 1 }}} 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. If not specified for an action, .default is 0. The value may be negative. 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. 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: {{{#!ini _reset = -> new _reset.name = reset _reset.operations = reset_workflow _reset.permissions = TICKET_ADMIN _reset.default = 0 }}} 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: {{{#!ini _reset = -> new _reset.name = reset _reset.operations = reset_workflow _reset.permissions = TICKET_MODIFY _reset.default = 0 }}} == Workflow Visualization Workflows can be visualized by rendering them on the wiki using the [WikiMacros#Workflow-macro Workflow macro]. 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): {{{#!sh cd /var/local/trac_devel/contrib/workflow/ sudo ./showworkflow /srv/trac/PlannerSuite/conf/trac.ini }}} 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. == Example: Adding optional Testing with Workflow == By adding the following to your [ticket-workflow] section of trac.ini you get optional testing.  When the ticket is in new, accepted or needs_work status 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 gets 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. {{{ 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. After you have changed a workflow, you need to restart your webserver for the changes to take effect. == Example: Adding optional Testing with Workflow 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. {{{#!ini testing = new,accepted,needs_work,assigned,reopened -> testing testing.name = Submit to reporter for testing }}} === How to combine the tracopt.ticket.commit_updater with the testing workflow === === 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. 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 == == 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: {{{ {{{#!ini review = new,assigned,reopened -> reviewing review.operations = set_owner }}} 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: {{{ 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: {{{#!ini accept = new,reviewing -> assigned […] }}} 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. {{{ 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: {{{#!ini reassign_reviewing = reviewing -> * reassign_reviewing.name = reassign review The full [ticket-workflow] configuration will thus look like this: {{{ {{{#!ini [ticket-workflow] accept = new,reviewing -> assigned }}} == Example: Limit the resolution options for a new ticket == 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. {{{ == Example: Limit the resolution options for a new ticket 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. {{{#!ini resolve_new = new -> closed resolve_new.name = resolve }}} == Advanced Ticket Workflow Customization == If the customization above is not extensive enough for your needs, you can extend the workflow using plugins.  These 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 simple examples to get started. == Advanced Ticket Workflow Customization 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. 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.  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. * the "operation" could be on the nodes, possible operations are: * '''preops''': automatic, before entering the state/activity * '''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.'' * 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.'' * 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.'' * Actions should be selectable based on the ticket type (different Workflows for different tickets) ''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. == 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]. == Ideas for next steps 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. Some of the ideas described here are originally proposed in [trac:NewWorkflow].