doc/book/en/devrepo/datamodel/define-workflows.rst
changeset 10491 c67bcee93248
parent 10490 76ab3c71aff2
child 10492 68c13e0c0fc5
--- a/doc/book/en/devrepo/datamodel/define-workflows.rst	Mon Jul 06 17:39:35 2015 +0200
+++ /dev/null	Thu Jan 01 00:00:00 1970 +0000
@@ -1,160 +0,0 @@
-.. -*- coding: utf-8 -*-
-
-.. _Workflow:
-
-Defining a Workflow
-===================
-
-General
--------
-
-A workflow describes how certain entities have to evolve between different
-states. Hence we have a set of states, and a "transition graph", i.e. a set of
-possible transitions from one state to another state.
-
-We will define a simple workflow for a blog, with only the following two states:
-`submitted` and `published`. You may want to take a look at :ref:`TutosBase` if
-you want to quickly setup an instance running a blog.
-
-Setting up a workflow
----------------------
-
-We want to create a workflow to control the quality of the BlogEntry
-submitted on the instance. When a BlogEntry is created by a user
-its state should be `submitted`. To be visible to all, it has to
-be in the state `published`. To move it from `submitted` to `published`,
-we need a transition that we can call `approve_blogentry`.
-
-A BlogEntry state should not be modifiable by every user.
-So we have to define a group of users, `moderators`, and
-this group will have appropriate permissions to publish a BlogEntry.
-
-There are two ways to create a workflow: from the user interface, or
-by defining it in ``migration/postcreate.py``. This script is executed
-each time a new ``cubicweb-ctl db-init`` is done.  We strongly
-recommend to create the workflow in ``migration/postcreate.py`` and we
-will now show you how. Read `Two bits of warning`_ to understand why.
-
-The state of an entity is managed by the `in_state` attribute which
-can be added to your entity schema by inheriting from
-`cubicweb.schema.WorkflowableEntityType`.
-
-
-About our example of BlogEntry, we must have:
-
-.. sourcecode:: python
-
-  from cubicweb.schema import WorkflowableEntityType
-
-  class BlogEntry(WorkflowableEntityType):
-      ...
-
-
-Creating states, transitions and group permissions
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The :mod:`postcreate` script is executed in a special environment,
-adding several |cubicweb| primitives that can be used.
-
-They are all defined in the :class:`ServerMigrationHelper` class.
-We will only discuss the methods we use to create a workflow in this example.
-
-A workflow is a collection of entities of type ``State`` and of type
-``Transition`` which are standard *CubicWeb* entity types.
-
-To define a workflow for BlogDemo, please add the following lines
-to ``migration/postcreate.py``:
-
-.. sourcecode:: python
-
-  _ = unicode
-
-  moderators = add_entity('CWGroup', name=u"moderators")
-
-This adds the `moderators` user group.
-
-.. sourcecode:: python
-
-  wf = add_workflow(u'blog publication workflow', 'BlogEntry')
-
-At first, instanciate a new workflow object with a gentle description
-and the concerned entity types (this one can be a tuple for multiple
-value).
-
-.. sourcecode:: python
-
-  submitted = wf.add_state(_('submitted'), initial=True)
-  published = wf.add_state(_('published'))
-
-This will create two entities of type ``State``, one with name
-'submitted', and the other with name 'published'.
-
-``add_state`` expects as first argument the name of the state you want
-to create and an optional argument to say if it is supposed to be the
-initial state of the entity type.
-
-.. sourcecode:: python
-
-  wf.add_transition(_('approve_blogentry'), (submitted,), published, ('moderators', 'managers'),)
-
-This will create an entity of type ``Transition`` with name
-`approve_blogentry` which will be linked to the ``State`` entities
-created before.
-
-``add_transition`` expects
-
-  * as the first argument: the name of the transition
-  * then the list of states on which the transition can be triggered,
-  * the target state of the transition,
-  * and the permissions
-    (e.g. a list of user groups who can apply the transition; the user
-    has to belong to at least one of the listed group to perform the action).
-
-.. sourcecode:: python
-
-  checkpoint()
-
-.. note::
-  Do not forget to add the `_()` in front of all states and
-  transitions names while creating a workflow so that they will be
-  identified by the i18n catalog scripts.
-
-In addition to the user groups (one of which the user needs to belong
-to), we could have added a RQL condition.  In this case, the user can
-only perform the action if the two conditions are satisfied.
-
-If we use an RQL condition on a transition, we can use the following variables:
-
-* `X`, the entity on which we may pass the transition
-* `U`, the user executing that may pass the transition
-
-
-.. image:: ../../images/03-transitions-view_en.png
-
-You can notice that in the action box of a BlogEntry, the state is now
-listed as well as the possible transitions for the current state
-defined by the workflow.
-
-The transitions will only be displayed for users having the right permissions.
-In our example, the transition `approve_blogentry` will only be displayed
-for the users belonging to the group `moderators` or `managers`.
-
-
-Two bits of warning
-~~~~~~~~~~~~~~~~~~~
-
-We could perfectly use the administration interface to do these
-operations. It is a convenient thing to do at times (when doing
-development, to quick-check things). But it is not recommended beyond
-that because it is a bit complicated to do it right and it will be
-only local to your instance (or, said a bit differently, such a
-workflow only exists in an instance database). Furthermore, you cannot
-write unit tests against deployed instances, and experience shows it
-is mandatory to have tests for any mildly complicated workflow
-setup.
-
-Indeed, if you create the states and transitions through the user
-interface, next time you initialize the database you will have to
-re-create all the workflow entities. The user interface should only be
-a reference for you to view the states and transitions, but is not the
-appropriate interface to define your application workflow.