Changes between Version 3 and Version 4 of TracWorkflow


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Timestamp:
Jan 3, 2024, 10:40:13 AM (5 months ago)
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trac
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  • TracWorkflow

    v3 v4  
    33[[PageOutline(2-5,Contents,pullout)]]
    44[[TracGuideToc]]
    5 The Trac ticket system provides a configurable workflow.
     5
     6The Trac ticket system provides a configurable workflow on how tickets are treated.
    67
    78== The Default Ticket Workflow
    89
    9 When 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]:
     10When 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:branches/1.4-stable/trac/ticket/workflows/basic-workflow.ini basic-workflow.ini]:
    1011
    1112{{{#!Workflow width=700 height=300
     
    4142== Additional Ticket Workflows
    4243
    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.
     44There are example workflows provided in the Trac source tree, see [trac:source:branches/1.4-stable/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.
    4445
    4546Here are some [trac:WorkFlow/Examples diagrams] of the above examples.
     
    4950'''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.
    5051
    51 In the `[ticket-workflow]` section of `trac.ini`, each entry is an action that may be taken on a ticket. 
     52In the `[ticket-workflow]` section of `trac.ini`, each entry is an action that may be taken on a ticket.
    5253For example, consider the `accept` action from `simple-workflow.ini`:
    5354
     
    6263The `accept.permissions` line specifies the permissions the user must have to use this action. [trac:ExtraPermissionsProvider] can define new permissions to be used here.
    6364
    64 The `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.
     65The `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.
    6566
    6667The available operations are:
     
    6970 - ''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.
    7071- **set_owner_to_self** -- Sets the owner to the logged in user.
    71 - **may_set_owner** -- Sets the owner to the selected or entered owner. Defaults to the existing owner. //(Since 1.1.2)//. 
     72- **may_set_owner** -- Sets the owner to the selected or entered owner. Defaults to the existing owner. //(Since 1.1.2)//.
    7273- **del_resolution** -- Clears the resolution field.
    7374- **set_resolution** -- Sets the resolution to the selected value.
    74  - ''actionname''`.set_resolution` may optionally be set to a comma delimited list or a single value. Example:
     75 - ''actionname''`.set_resolution` may optionally be set to a comma delimited list or a single value. The resolution(s) specified in this attribute must be defined in the database. Example:
    7576 {{{#!ini
    7677resolve_new = new -> closed
     
    102103}}}
    103104
     105The transition to `*` (`-> *`) means the workflow operation determines the next status. The only configurable ticket workflow operation that determines the next status is `leave_status`. However, another workflow controller can operate on an action with new status `*` and determine the next status.
     106
    104107This 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.
    105108If not specified for an action, `.default` is 0. The value may be negative.
     
    146149Workflows can be visualized by rendering them on the wiki using the [WikiMacros#Workflow-macro Workflow macro].
    147150
    148 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):
     151Workflows can also be visualized using the `contrib/workflow/workflow_parser.py` script. The script outputs `.dot` files that [https://www.graphviz.org GraphViz] understands. The script can be used as follows (your install path may be different):
    149152
    150153{{{#!sh
     
    156159== Example: Adding optional Testing with Workflow
    157160
    158 The 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.
     161The 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 workflow remains, a ticket can skip this entire section.
    159162
    160163{{{#!ini
     
    197200reassign_reviewing = reviewing -> *
    198201reassign_reviewing.label = reassign review
    199 reassign_reviewing.operations = set_owner
     202reassign_reviewing.operations = set_owner, leave_status
    200203reassign_reviewing.permissions = TICKET_MODIFY
    201204}}}
     
    230233review.permissions = TICKET_MODIFY
    231234reassign_reviewing = reviewing -> *
    232 reassign_reviewing.operations = set_owner
     235reassign_reviewing.operations = set_owner, leave_status
    233236reassign_reviewing.label = reassign review
    234237reassign_reviewing.permissions = TICKET_MODIFY
     
    237240== Advanced Ticket Workflow Customization
    238241
    239 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.
     242If 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:branches/1.4-stable/sample-plugins/workflow sample-plugins/workflow] for a few examples to get started.
    240243
    241244But 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.
     
    247250== Ideas for next steps
    248251
    249 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.
     252Enhancement 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.