Changes between Version 3 and Version 4 of TracWorkflow
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- Jan 3, 2024, 10:40:13 AM (9 months ago)
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TracWorkflow
v3 v4 3 3 [[PageOutline(2-5,Contents,pullout)]] 4 4 [[TracGuideToc]] 5 The Trac ticket system provides a configurable workflow. 5 6 The Trac ticket system provides a configurable workflow on how tickets are treated. 6 7 7 8 == The Default Ticket Workflow 8 9 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]:10 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:branches/1.4-stable/trac/ticket/workflows/basic-workflow.ini basic-workflow.ini]: 10 11 11 12 {{{#!Workflow width=700 height=300 … … 41 42 == Additional Ticket Workflows 42 43 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.44 There 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. 44 45 45 46 Here are some [trac:WorkFlow/Examples diagrams] of the above examples. … … 49 50 '''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. 50 51 51 In the `[ticket-workflow]` section of `trac.ini`, each entry is an action that may be taken on a ticket. 52 In the `[ticket-workflow]` section of `trac.ini`, each entry is an action that may be taken on a ticket. 52 53 For example, consider the `accept` action from `simple-workflow.ini`: 53 54 … … 62 63 The `accept.permissions` line specifies the permissions the user must have to use this action. [trac:ExtraPermissionsProvider] can define new permissions to be used here. 63 64 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.65 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. 65 66 66 67 The available operations are: … … 69 70 - ''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. 70 71 - **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)//. 72 73 - **del_resolution** -- Clears the resolution field. 73 74 - **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: 75 76 {{{#!ini 76 77 resolve_new = new -> closed … … 102 103 }}} 103 104 105 The 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. 106 104 107 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. 105 108 If not specified for an action, `.default` is 0. The value may be negative. … … 146 149 Workflows can be visualized by rendering them on the wiki using the [WikiMacros#Workflow-macro Workflow macro]. 147 150 148 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):151 Workflows 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): 149 152 150 153 {{{#!sh … … 156 159 == Example: Adding optional Testing with Workflow 157 160 158 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 workflow remains, a ticket can skip this entire section.161 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 workflow remains, a ticket can skip this entire section. 159 162 160 163 {{{#!ini … … 197 200 reassign_reviewing = reviewing -> * 198 201 reassign_reviewing.label = reassign review 199 reassign_reviewing.operations = set_owner 202 reassign_reviewing.operations = set_owner, leave_status 200 203 reassign_reviewing.permissions = TICKET_MODIFY 201 204 }}} … … 230 233 review.permissions = TICKET_MODIFY 231 234 reassign_reviewing = reviewing -> * 232 reassign_reviewing.operations = set_owner 235 reassign_reviewing.operations = set_owner, leave_status 233 236 reassign_reviewing.label = reassign review 234 237 reassign_reviewing.permissions = TICKET_MODIFY … … 237 240 == Advanced Ticket Workflow Customization 238 241 239 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.242 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:branches/1.4-stable/sample-plugins/workflow sample-plugins/workflow] for a few examples to get started. 240 243 241 244 But 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. … … 247 250 == Ideas for next steps 248 251 249 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.252 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.