#!/usr/bin/perl package Class::Workflow; use Moose; use Class::Workflow::State::Simple; use Class::Workflow::Transition::Simple; use Class::Workflow::Instance::Simple; our $VERSION = "0.09"; use Carp qw/croak/; use Scalar::Util qw/refaddr/; has initial_state => ( isa => "Str | Object", is => "rw", ); has instance_class => ( isa => "Str", is => "rw", default => "Class::Workflow::Instance::Simple", ); sub new_instance { my ( $self, %attrs ) = @_; if ( !$attrs{state} ) { if ( my $initial_state = $self->state( $self->initial_state ) ) { $attrs{state} = $initial_state; } else { croak "Explicit state not specified and no initial state is set in the workflow."; } } $self->instance_class->new( %attrs ); } use tt fields => [qw/state transition/]; [% FOREACH field IN fields %] has [% field %]_class => ( isa => "Str", is => "rw", default => "Class::Workflow::[% field | ucfirst %]::Simple", ); has _[% field %]s => ( isa => "HashRef", is => "ro", default => sub { return {} }, ); sub [% field %]s { my $self = shift; values %{ $self->_[% field %]s }; } sub [% field %]_names { my $self = shift; keys %{ $self->_[% field %]s }; } sub [% field %] { my ( $self, @params ) = @_; if ( @params == 1 ) { if ( ref($params[0]) eq "HASH" ) { @params = %{ $params[0] }; } elsif ( ref($params[0]) eq "ARRAY" ) { @params = @{ $params[0] }; } } if ( !blessed($params[0]) and !blessed($params[1]) and @params % 2 == 0 ) { # $wf->state( name => "foo", transitions => [qw/bar gorch/] ) return $self->create_or_set_[% field %]( @params ); } elsif ( !ref($params[0]) and @params % 2 == 1 ) { # my $state = $wf->state("new", %attrs); # create new by name, or just get_foo return $self->create_or_set_[% field %]( name => @params ) } elsif ( @params == 1 and blessed($params[0]) and $params[0]->can("name") ) { # $wf->state( $state ); # set by object (if $object->can("name") ) return $self->add_[% field %]( $params[0]->name => $params[0] ); } elsif ( @params == 2 and blessed($params[1]) and !ref($params[0]) ) { # $wf->state( foo => $state ); # set by name return $self->add_[% field %]( @params ); } else { if ( @params == 1 and blessed($params[0]) ) { croak "The [% field %] $params[0] must support the 'name' method."; } else { croak "'[% field %]' was called with invalid parameters. Please consult the documentation."; } } } sub get_[% field %] { my ( $self, $name ) = @_; $self->_[% field %]s->{$name} } sub get_[% field %]s { my ( $self, @names ) = @_; @{ $self->_[% field %]s }{@names} } sub add_[% field %] { my ( $self, $name, $obj ) = @_; if ( exists $self->_[% field %]s->{$name} ) { croak "$name already exists, delete it first." unless refaddr($obj) == refaddr($self->_[% field %]s->{$name}); return $obj; } else { return $self->_[% field %]s->{$name} = $obj; } } sub rename_[% field %] { my ( $self, $name, $new_name ) = @_; my $obj = $self->delete_[% field %]( $name ); $obj->name( $new_name ) if $obj->can("name"); $self->add_[% field %]( $new_name => $obj ); } sub delete_[% field %] { my ( $self, $name ) = @_; delete $self->_[% field %]s->{$name}; } sub create_[% field %] { my ( $self, $name, @attrs ) = @_; $self->add_[% field %]( $name => $self->construct_[% field %]( @attrs ) ); } sub construct_[% field %] { my ( $self, %attrs ) = @_; my $class = delete($attrs{class}) || $self->[% field %]_class; $class->new( %attrs ); } sub autovivify_[% field %]s { my ( $self, $thing ) = @_; no warnings 'uninitialized'; if ( ref $thing eq "ARRAY" ) { return [ map { $self->[% field %]( $_ ) } @$thing ]; } else { return $self->[% field %]( $thing ); } } sub create_or_set_[% field %] { my ( $self, %attrs ) = @_; my $name = $attrs{name} || croak "Every [% field %] must have a name"; $self->expand_attrs( \%attrs ); if ( my $obj = $self->get_[% field %]( $name ) ) { delete $attrs{name}; foreach my $attr ( keys %attrs ) { $obj->$attr( $attrs{$attr} ); } return $obj; } else { return $self->create_[% field %]( $name, %attrs ); } } [% END %] no tt; sub expand_attrs { my ($self, $attrs ) = @_; foreach my $key ( keys %$attrs ) { if ( my ( $type ) = ( $key =~ /(transition|state)/ ) ) { my $method = "autovivify_${type}s"; $attrs->{$key} = $self->$method( $attrs->{$key} ); } } } __PACKAGE__; __END__ =pod =head1 NAME Class::Workflow - Light weight workflow system. =head1 SYNOPSIS use Class::Workflow; # ***** NOTE ***** # # This is a pretty long and boring example # # you probably want to see some flashy flash videos, so look in SEE ALSO # first ;-) # # **************** # a workflow object assists you in creating state/transition objects # it lets you assign symbolic names to the various objects to ease construction my $wf = Class::Workflow->new; # ( you can still create the state, transition and instance objects manually. ) # create a state, and set the transitions it can perform $wf->state( name => "new", transitions => [qw/accept reject/], ); # set it as the initial state $wf->initial_state("new"); # create a few more states $wf->state( name => "open", transitions => [qw/claim_fixed reassign/], ); $wf->state( name => "rejected", ); # transitions move instances from state to state # create the transition named "reject" # the state "new" refers to this transition # the state "rejected" is the target state $wf->transition( name => "reject", to_state => "rejected", ); # create a transition named "accept", # this transition takes a value from the context (which contains the current acting user) # the context is used to set the current owner for the bug $wf->transition( name => "accept", to_state => "opened", body => sub { my ( $transition, $instance, $context ) = @_; return ( owner => $context->user, # assign to the use who accepted it ); }, ); # hooks are triggerred whenever a state is entered. They cannot change the instance # this hook calls a hypothetical method on the submitter object $wf->state( "reject" )->add_hook(sub { my ( $state, $instance ) = @_; $instance->submitter->notify("Your item has been rejected"); }); # the rest of the workflow definition is omitted for brevity # finally, use this workflow in the action that handles bug creation sub new_bug { my ( $submitter, %params ) = @_; return $wf->new_instance( submitter => $submitter, %params, ); } =head1 DESCRIPTION Workflow systems let you build a state machine, with transitions between states. =head1 EXAMPLES There are several examples in the F directory, worth looking over to help you understand and to learn some more advanced things. The most important example is probably how to store a workflow definition (the states and transitions) as well as the instances using L in a database. =head2 Bug Tracker Example One of the simplest examples of a workflow which you've probably used is a bug tracking application: =over 4 The initial state is 'new' =item new New bugs arrive here. =over 4 =item reject This bug is not valid. Target state: C. =item accept This bug needs to be worked on. Target state: C. =back =item rejected This is the state where deleted bugs go, it has no transitions. =item open The bug is being worked on right now. =over 4 =item reassign Pass the bug to someone else. Target state: C. =item fixed The bug looks fixed, and needs verifification. Target state: C. =back =item unassigned The bug is waiting for a developer to take it. =over 4 =item take Volunteer to handle the bug. Target state: C. =back =item awaiting_approval The submitter needs to verify the bug. =over 4 =item resolved The bug is resolved and can be closed. Target state: C =item unresolved The bug needs more work. Target state: C =item closed This is, like rejected, an end state (it has no transitions). =back If you read through this very simple state machine you can see that it describes the steps and states a bug can go through in a bug tracking system. The core of every workflow is a state machine. =head1 INSTANCES On the implementation side, the core idea is that every "item" in the system (in our example, a bug) has a workflow B. This instance represents the current position of the item in the workflow, along with history data (how did it get here). In this implementation, the instance is usually a consumer of L, typically L. So, when you write your MyBug class, it should look like this (if it were written in L): package MyBug; use Moose; has workflow_instance => ( does => "Class::Workflow::Instance", # or a more restrictive constraint is => "rw", ); Since this system is purely functional (at least if your transitions are), you need to always set the instance after applying a transition. For example, let's say you have a handler for the "accept" action, to change the instance's state it would do something like this: sub accept { my $bug = shift; my $wi = $bug->workflow_instance; my $current_state = $wi->state; # if your state supports named transitions my $accept = $current_state->get_transition( "accept" ) or die "There's no 'accept' transition in the current state"; my $wi_accepted = $accept->apply( $wi ); $bug->workflow_instance( $wi_accepted ); } =head1 RESTRICTIONS Now let's decsribe some restrictions on this workflow. =over 4 =item * Only the submitter can approve the bug as resolved. =item * Only the developer can claim the bug was fixed, and reassign the bug. =item * Any developer (but not the submitter) can accept a bug as valid, into the 'open' state. =back A workflow system will not only help in modelying the state machine, but also help you create restrictions on how states need to be changed, etc. The implementation of restrictions is explained after the next section. =head1 CONTEXTS In order to implement these restrictions cleanly you normally use a context object (a default one is provided in L but you can use B). This is typically the first (and sometimes only) argument to all transition applications, and it describes the context that the transition is being applied in, that is who is applying the transition, what are they applying it with, etc etc. In our bug system we typically care about the user, and not much else. Imagine that we have a user class: package MyUser; has id => ( isa => "Num", is => "ro", default => sub { next_unique_id() }; ); has name => ( ... ); We can create a context like this: package MyWorkflowContext; use Moose; extends "Class::Workflow::Context"; has user => ( isa => "MyUser", is => "rw", ); to contain the "current" user. Then, when we apply the transition a bit differently: sub accept { my ( $bug, $current_user ) = @_; my $wi = $bug->workflow_instance; my $current_state = $wi->state; # if your state supports named transitions my $accept = $current_state->get_transition( "accept" ) or croak "There's no 'accept' transition in the current state"; my $c = MyWorkflowContext->new( user => $current_user ); my $wi_accepted = $accept->apply( $wi, $c ); $bug->workflow_instance( $wi_accepted ); } And the transition has access to our C<$c> object, which references the current user. =head1 IMPLEMENTING RESTRICTIONS In order to implement the restrictions we specified above we need to know who the submitter and owner of the item are. For this we create our own instance class as well: package MyWorkflowInstance; use Moose; extends "Class::Workflow::Instance::Simple"; has owner => ( isa => MyUser", is => "ro", # all instance fields should be read only ); has submitter => ( isa => MyUser", is => "ro", # all instance fields should be read only ); When the first instance is created the current user is set as the submitter. Then, as transitions are applied they can check for the restrictions. This is typically not done in the actual transition body, but rather in validation hooks. L provides a stanard hook, and L provides an even easier interface for this: my $fixed = Class::Workflow::Transition::Simple->new( name => 'fixed', to_transition => $awaiting_approval, validators => [ sub { my ( $self, $instance, $c ) = @_; die "Not owner" unless $self->instance->owner->id == $c->user->id; }, ], body => sub { # ... }, ); =head1 PERSISTENCE Persistence in workflows involves saving the workflow instance as a relationship of the item whose state it represents, or even treating the instance as the actual item. In any case, right now there are no persistence layers available. In the close future advanced L persistence of both workflow definitions and instances will be available. For the mean while I suggest you simply serialize the instance object's fields. If you need history, serialize recursively with C (although you may not want to do this every time). Additionally the instance has the fields C and C, which contain references to the current state and the transition which was applied to arrive at the current state. These two fields should probably be serialized as symbolic references (for example, C<< $instance->state->name >>), unless you want a copy some of the workflow definitions store in the instance as well. =head1 ROLES AND CLASSES Most of the Class::Workflow system is implemented using roles to specify interfaces with reusable behavior, and then ::Simple classes which mash up a bunch of useful roles. This means that you have a very large amount of flexibility in how you compose your state/transition objects, allowing good integration with most existing software. This is achieved using L, specifically L. =head1 THIS CLASS L objects are utility objects to help you create workflows and instances without worrying too much about the state and transition objects. It's usage is overviewed in the L section. =head1 FIELDS =over 4 =item instance_class =item state_class =item transition_class These are the classes to instantiate with. They default to L, L and L. =back =head1 METHODS =over 4 =item new_instance Instantiate the workflow =item initial_state Set the starting state of instances. =item states =item transitions Return all the registered states or transitions. =item state_names =item transition_names Return all the registered state or transition names. =item state =item transition These two methods create update or retrieve state or transition objects. They have autovivification semantics for ease of use, and are pretty lax in terms of what they accept. More formal methods are presented below. They have several forms: $wf->state("foo"); # get (and maybe create) a new state with the name "foo" $wf->state( foo => $object ); # set $object as the state by the name "foo" $wf->state( $object ); # register $object ($object must support the ->name method ) # create or update the state named "foo" with the following attributes: $wf->state( name => "foo", validators => [ sub { ... } ], ); # also works with implicit name: $wf->state( foo => validators => [ sub { ... } ], ); (wherever ->state is used ->transition can also be used). Additionally, whenever you construct a state like this: $wf->state( name => "foo", transitions => [qw/t1 t2/], ); the parameters are preprocessed so that it's as if you called: my @transitions = map { $wf->state($_) } qw/t1 t2/; $wf->state( name => "foo", transitions => [@transitions], ); so you don't have to worry about creating objects first. =item add_state $name, $object =item add_transition $name, $object Explicitly register an object by the name $name. =item delete_state $name =item delete_transition $name Remove an object by the name $name. Note that this will B remove the object from whatever other object reference it, so that: $wf->state( name => "foo", transitions => ["bar"], ); $wf->delete_transition("bar"); will not remove the object that was created by the name "bar" from the state "foo", it's just that the name has been freed. Use this method with caution. =item rename_state $old, $new =item rename_transition $old, $new Change the name of an object. =item get_state $name =item get_transition $name Get the object by that name or return undef. =item create_state $name, @args =item create_transition $name, @args Call C or C and then C or C with the result. =item construct_state @args =item construct_transition @args Call ->new on the appropriate class. =item expand_attrs \%attrs This is used by C and C, and will expand the attrs by the names C, C and C to be objects instead of string names, hash or array references, by calling C or C. In the future this method might be more aggressive, expanding suspect attrs. =item autovivify_states @things =item autovivify_transitions @things Coerce every element in @things into an object by calling C<< $wf->state($thing) >> or C<< $wf->transition($thing) >>. =item create_or_set_state %attrs =item create_or_set_transition %attrs If the object by the name $attrs{name} exists, update it's attrs, otherwise create a new one. =back =head1 SEE ALSO L - Chris Winters' take on workflows - it wasn't simple enough for me (factoring out the XML/factory stuff was difficult and I needed a much more dynamic system). L - lots of explanation and lovely flash animations. L - load workflow definitions from YAML files. L, L, L - easy, useful classes that perform all the base roles. L =head1 VERSION CONTROL This module is maintained using Darcs. You can get the latest version from L, and use C to commit changes. =head1 AUTHOR Yuval Kogman =head1 COPYRIGHT & LICENSE Copyright (c) 2006-2008 Infinity Interactive, Yuval Kogman. All rights reserved. This program is free software; you can redistribute it and/or modify it under the same terms as Perl itself. =cut