doc/book/fr/06-define-workflows.fr.txt
author Aurelien Campeas <aurelien.campeas@logilab.fr>
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.. -*- coding: utf-8 -*-
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Définition de workflow
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======================
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On peut mettre une condition rql ou/et un groupe auquel doit appartenir l'utilisateur.
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Si on met à la fois un(ou plusieurs) groupe et une condition RQL, il faut que les deux soient respectés.
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Si on met plusieurs groupes, il faut que l'utilisateur soit dans un des groupes.
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Pour la condition RQL sur une transition, on peut y mettre les substitutions suivantes :
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* `%(eid)s`, eid de l'objet
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* `%(ueid)s`, eid de l'utilisateur qui fait la requête
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* `%(seid)s`, eid de l'état courant de l'objet
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Dans le script de création d'un workflow, penser à mettre `_()` autour des noms d'états et de transitions
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pour que ceux si soient pris en compte par les scripts de gestion des catalogues i18n.
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General
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-------
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A workflow can be defined in a `LAX` application thanks to the system 
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entities ``State`` and ``Transition``. Those are defined within all 
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LAX application and can be set-up through the main administrator interface.
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Once your schema is defined, you can start creating the set of states and
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the required transitions for your applications entities.
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You first need to define the states and then the transitions between those
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to complete your workflow.
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A ``State`` defines the status of an entity. While creating a new state, 
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you will be first given the option to select the entity type the state
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can be applied to. By choosing ``Apply``, a new section will be displayed
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in the editing screen to enable you to add relation to the state you are
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creating.
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A ``Transition`` is also based on an entity type it can be applied to.
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By choosing ``Apply``, a new section will be displayed in the editing 
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screen to enable you to add relation to the transition you are
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creating.
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At the transition level you will also define the group of user which can
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aplly this transition to an object.
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Example of a simple workflow
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----------------------------
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Please see the tutorial to view and example of a simple workflow.
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[Create a simple workflow for BlogDemo, to have a moderator approve new blog 
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entry to be published. This implies, specify a dedicated group of blog
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moderator as well as hide the view of a blog entry to the user until
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it reaches the state published]
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Set-up a workflow
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-----------------
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Before starting, make sure you refresh your mind by reading [link to
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definition_workflow chapter].
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We want to create a workflow to control the quality of the BlogEntry 
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submitted on your application. When a BlogEntry is created by a user
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its state should be `submitted`. To be visible to all, it needs to
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be in the state `published`. To move from `submitted` to `published`
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we need a transition that we can name `approve_blogentry`.
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We do not want every user to be allowed to change the state of a 
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BlogEntry. We need to define a group of user, `moderators`, and 
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this group will have appropriate permissions to approve BlogEntry
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to be published and visible to all.
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There are two ways to create a workflow, form the user interface,
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and also by defining it in ``migration/postcreate.py``. This script
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is executed each time a new ``./bin/laxctl db-init`` is done. 
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If you create the states and transitions through the user interface
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this means that next time you will need to initialize the database
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you will have to re-create all the entities. 
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We strongly recommand you create the workflow in ``migration\postcreate.py``
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and we will now show you how.
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The user interface would only be a reference for you to view the states 
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and transitions but is not the appropriate interface to define your
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application workflow.
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Update the schema
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~~~~~~~~~~~~~~~~~
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To enable a BlogEntry to have a State, we have to define a relation
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``in_state`` in the schema of BlogEntry. Please do as follows, add
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the line ``in_state (...)``::
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  class BlogEntry(EntityType):
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      title = String(maxsize=100, required=True)
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      publish_date = Date(default='TODAY')
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      text_format = String(meta=True, internationalizable=True, maxsize=50,
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                           default='text/rest', constraints=[format_constraint])
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      text = String(fulltextindexed=True)
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      category = String(vocabulary=('important','business'))
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      entry_of = SubjectRelation('Blog', cardinality='?*')
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      in_state = SubjectRelation('State', cardinality='1*')
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As you updated the schema, you will have re-execute ``./bin/laxctl db-init``
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to initialize the database and migrate your existing entities.
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[WRITE ABOUT MIGRATION]
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Create states, transitions and group permissions
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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At the time the ``postcreate.py`` script is executed, several methods
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can be used. They are all defined in the ``class ServerMigrationHelper``.
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We will only discuss the method we use to create a wrokflow here.
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To define our workflow for BlogDemo, please add the following lines
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to ``migration/postcreate.py``::
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  _ = unicode
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  moderators      = add_entity('CWGroup', name=u"moderators")
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  submitted = add_state(_('submitted'), 'BlogEntry', initial=True)
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  published = add_state(_('published'), 'BlogEntry')
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  add_transition(_('approve_blogentry'), 'BlogEntry', (submitted,), published, ('moderators', 'managers'),)
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  checkpoint()
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``add_entity`` is used here to define the new group of users that we
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need to define the transitions, `moderators`.
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If this group required by the transition is not defined before the
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transition is created, it will not create the relation `transition 
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require the group moderator`.
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``add_state`` expects as the first argument the name of the state you are
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willing to create, then the entity type on which the state can be applied, 
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and an optionnal argument to set if the state is the initial state
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of the entity type or not.
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``add_transition`` expects as the first argument the name of the 
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transition, then the entity type on which we can apply the transition,
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then the list of possible initial states from which the transition
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can be applied, the target state of the transition, and the permissions
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(e.g. list of the groups of users who can apply the transition).
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.. image:: images/lax-book.03-transitions-view.fr.png
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You can now notice that in the actions box of a BlogEntry, the state
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is now listed as well as the possible transitions from this state
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defined by the workflow. This transition, as defined in the workflow,
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will only being displayed for the users belonging to the group
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moderators of managers.
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