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trac-WorkflowNotificationPlugin 0.5

Configurable notifications for trac tickets tied to workflow actions

WorkflowNotificationPlugin enables flexible configuration of email
notifications tied to ticket workflow changes.

Administrators can configure any number of distinct email
notifications to be sent out when a workflow operation occurs on a
ticket. Each email notification is specifically attached to one or
more workflow operations, so (for example) separate emails can be sent
out when a ticket is accepted, reassigned, resolved, reopened, or
marked "in QA".

Each email notification's subject, body, and recipients are fully
configurable by administrators, as Genshi templates which have access
to the ticket's data, the comment (if any) that was left on the
ticket, and the author of the change. Therefore notifications can be
very flexible: some notifications can be sent to the ticket's
reporter, others to its owner or CC list, others to the current
updater, and others to hard-coded lists of users.

The notification emails sent by this plugin respect trac's ALWAYS_CC
and ALWAYS_BCC settings.

The notification emails sent by this plugin are orthogonal to trac's
ALWAYS_NOTIFY_UPDATER, ALWAYS_NOTIFY_OWNER, and ALWAYS_NOTIFY_REPORTER
settings; Trac's built-in email notifications will be sent according
to those settings, independent of this plugin's emails.

== Installation ==

Install the plugin's source code:
{{{
$ easy_install trac-WorkflowNotificationPlugin
}}}

Enable its components in trac.ini:
{{{
[components]
workflow_notification.* = enabled
}}}

Add its component to your list of workflow providers, after all other
workflow providers; for example:
{{{
[ticket]
workflow = ConfigurableTicketWorkflow, TicketWorkflowNotifier
}}}

Now you just need to configure some notifications; see below for
details and examples.

== Configuration ==

Configure one or more notification emails attached to workflow events
using a `ticket-workflow-notifications` section in `trac.ini`.

Within this section, each entry is a notification email that may be
sent out for a ticket.  Here is an example:
{{{
[ticket-workflow-notifications]
notify_reporter_when_accepted = accept
notify_reporter_when_accepted.body = Hi $ticket.reporter, '$ticket.summary' has been accepted by $change.author. Its status is now $ticket.status.\n\n{% if change.comment %}$change.author said:\n\n$change.comment{% end %}-----\nTicket URL: $link\n$project.name <${project.url or abs_href()}>\n$project.descr
notify_reporter_when_accepted.recipients = $ticket.reporter, trac-admin@hostname.com, trac_user
notify_reporter_when_accepted.subject = '$ticket.summary' is now accepted
}}}

The first line in this example defines the
`notify_reporter_when_accepted` rule. The value in this line defines
one or more workflow actions that will trigger this notification: in
this case, the notification will be triggered when the "accept" action
occurs for any ticket.  (This action is defined by the default
configuration of Trac's built in ticket workflow engine; however, any
action that is defined by the configuration of your installed
ITicketActionControllers may be used.)

We could also define a notification to occur on multiple workflow
actions, using a comma separated list of workflow actions:
{{{
notify_owner_changed = accept, reassign
}}}

Multiple independent notifications can be configured for the same
workflow action; in the above examples, both the
`notify_owner_changed` and the `notify_reported_when_accepted` rules
will be triggered when the "accept" action occurs.

The following lines define the email subject, body, and recipients for
a particular notification.  These are all Genshi Text Templates that
will be rendered with a context that includes the ticket in its
current state AFTER the workflow action has been applied; the ticket's
values before any changes were made, as an `old_ticket` dictionary; the
author and comment of the current change, if any; a link to the ticket as
`$link`; and the project.

All of these must be defined for each notification; the plugin will
raise errors at runtime if a notification is missing any of the
`.subject`, `.body` or `.recipients` definitions.

The `.recipients` definition should be a Genshi template that renders
to a comma separated list of email addresses and/or usernames known to
Trac.  In the above example we combine a dynamic variable based on the
ticket's current state, a username known to Trac, and a hard coded
email address:
{{{
notify_reporter_when_accepted.recipients = $ticket.reporter, trac-admin@hostname.com, trac_user
}}}

=== Conditional Notifications ===

In addition to the required configuration fields described above, you can
optionally include a `.condition` definition for a notification.  If provided,
this should be a Genshi text template which evaluates to the value True if and
only if the notification should be sent.  If the template evaluates to any value
other than True, the notification will be skipped.

If no `.condition` is provided, then the notification will be sent unconditionally
when it is triggered.

One use for this would be sending a notification when a ticket is resolved 'fixed':

{{{
[ticket-workflow-notifications]
when_fixed = resolve
when_fixed.body = Ticket $ticket.id has been fixed!  View it here: $link
when_fixed.subject = Ticket $ticket.id is fixed!
when_fixed.recipients = $ticket.cc
when_fixed.condition = ${ticket.resolution == 'fixed'}
}}}

But you could get as complex as you want with this feature:

{{{
magic_word.condition = ${'notifyme' in change.comment and change.author != ticket.reporter}
}}}

==== Notifications for new tickets ====

Most notifications are configured to refer to one or more workflow actions,
like "accept", "leave", "reassign", "resolve", etc.

You can also configure notifications to be triggered when a ticket is
newly created. To do this, use the special workflow action `@created`
like so:

{{{
[ticket-workflow-notifications]
new_ticket = @created
new_ticket.body = New ticket $ticket.summary has been created
new_ticket.recipients = $ticket.owner
new_ticket.subject = New ticket created
}}}

==== Notifications for all actions ====

You can also set the special value `*` for a notification, which means
it will be triggered on every workflow action excluding ticket creation:

{{{
[ticket-workflow-notifications]
ticket_changed = *
ticket_changed.body = View the ticket here: $link
ticket_changed.recipients = watchful_user, another_watchful_user
ticket_changed.subject = Ticket $ticket.id has changed!
}}}

To trigger a notification for every workflow action as well as ticket
creation, just specify both:
{{{
[ticket-workflow-notifications]
ticket_changed = *, @created
}}}


==== Accessing old ticket values =====

The ticket's old values are available in the notification templates.
These values are provided in a Python dict named `old_values`.  The
values provided are from before any changes were made to the ticket,
whether by workflow operations or by direct user action.

You can use this dictionary to set up a notification similar to Trac's
built in ticket change email; for example:
{{{
[ticket-workflow-notifications]
ticket_changed = *
ticket_changed.body = Ticket changed by $change.author: $change.comment
                      {% for field in old_ticket %}{% if old_ticket[field] != ticket[field] %}
                      $field changed: ${old_ticket[field]} => ${ticket[field]}{% end %}{% end %}
ticket_changed.recipients = $ticket.reporter
ticket_changed.subject = Ticket $ticket.id has changed!
}}}
0.5 (2013-11-21)
----------------

 * Notifications can now be configured through Trac's web admin system.

0.4 (2012-12-12)
----------------

 * Support for Trac 0.11.7

0.3 (2012-12-11)
----------------

 * Allow configuration of conditional notifications.
 * Provide `action` string in templates.

0.2 (2012-12-10)
----------------

 * Provide `old_values` dict in templates.
 * '*'-notifications are no longer triggered for @created actions.

0.1 (2012-12-09)
----------------

Everything is new!
 
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