== state_machine +state_machine+ adds support for creating state machines for attributes on any Ruby class. == Resources API * http://api.pluginaweek.org/state_machine Bugs * http://pluginaweek.lighthouseapp.com/projects/13288-state_machine Development * http://github.com/pluginaweek/state_machine Source * git://github.com/pluginaweek/state_machine.git == Description State machines make it dead-simple to manage the behavior of a class. Too often, the state of an object is kept by creating multiple boolean attributes and deciding how to behave based on the values. This can become cumbersome and difficult to maintain when the complexity of your class starts to increase. +state_machine+ simplifies this design by introducing the various parts of a real state machine, including states, events, transitions, and callbacks. However, the api is designed to be so simple you don't even need to know what a state machine is :) Some brief, high-level features include: * Defining state machines on any Ruby class * Multiple state machines on a single class * Namespaced state machines * before/after transition hooks with explicit transition requirements * ActiveRecord integration * DataMapper integration * Sequel integration * State predicates * State-driven instance / class behavior * State values of any data type * Dynamically-generated state values * Event parallelization * Attribute-based event transitions * Inheritance * Internationalization * GraphViz visualization creator Examples of the usage patterns for some of the above features are shown below. You can find much more detailed documentation in the actual API. == Usage === Example Below is an example of many of the features offered by this plugin, including: * Initial states * Namespaced states * Transition callbacks * Conditional transitions * State-driven instance behavior * Customized state values * Parallel events Class definition: class Vehicle attr_accessor :seatbelt_on state_machine :state, :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt after_transition :on => :crash, :do => :tow after_transition :on => :repair, :do => :fix after_transition any => :parked do |vehicle, transition| vehicle.seatbelt_on = false end event :park do transition [:idling, :first_gear] => :parked end event :ignite do transition :stalled => same, :parked => :idling end event :idle do transition :first_gear => :idling end event :shift_up do transition :idling => :first_gear, :first_gear => :second_gear, :second_gear => :third_gear end event :shift_down do transition :third_gear => :second_gear, :second_gear => :first_gear end event :crash do transition all - [:parked, :stalled] => :stalled, :unless => :auto_shop_busy? end event :repair do transition :stalled => :parked, :if => :auto_shop_busy? end state :parked do def speed 0 end end state :idling, :first_gear do def speed 10 end end state :second_gear do def speed 20 end end end state_machine :alarm_state, :initial => :active, :namespace => 'alarm' do event :enable do transition all => :active end event :disable do transition all => :off end state :active, :value => 1 state :off, :value => 0 end def initialize @seatbelt_on = false super() # NOTE: This *must* be called, otherwise states won't get initialized end def put_on_seatbelt @seatbelt_on = true end def auto_shop_busy? false end def tow # tow the vehicle end def fix # get the vehicle fixed by a mechanic end end *Note* the comment made on the +initialize+ method in the class. In order for state machine attributes to be properly initialized, super() must be called. See StateMachine::MacroMethods for more information about this. Using the above class as an example, you can interact with the state machine like so: vehicle = Vehicle.new # => # vehicle.state # => "parked" vehicle.state_name # => :parked vehicle.parked? # => true vehicle.can_ignite? # => true vehicle.ignite_transition # => # vehicle.state_events # => [:ignite] vehicle.state_transitions # => [#] vehicle.speed # => 0 vehicle.ignite # => true vehicle.parked? # => false vehicle.idling? # => true vehicle.speed # => 10 vehicle # => # vehicle.shift_up # => true vehicle.speed # => 10 vehicle # => # vehicle.shift_up # => true vehicle.speed # => 20 vehicle # => # # The bang (!) operator can raise exceptions if the event fails vehicle.park! # => StateMachine::InvalidTransition: Cannot transition state via :park from :second_gear # Generic state predicates can raise exceptions if the value does not exist vehicle.state?(:parked) # => false vehicle.state?(:invalid) # => IndexError: :invalid is an invalid name # Namespaced machines have uniquely-generated methods vehicle.alarm_state # => 1 vehicle.alarm_state_name # => :active vehicle.can_disable_alarm? # => true vehicle.disable_alarm # => true vehicle.alarm_state # => 0 vehicle.alarm_state_name # => :off vehicle.can_enable_alarm? # => true vehicle.alarm_off? # => true vehicle.alarm_active? # => false # Events can be fired in parallel vehicle.fire_events(:shift_down, :enable_alarm) # => true vehicle.state_name # => :first_gear vehicle.alarm_state_name # => :active vehicle.fire_events!(:ignite, :enable_alarm) # => StateMachine::InvalidTransition: Cannot run events in parallel: ignite, enable_alarm == Integrations In addition to being able to define state machines on all Ruby classes, a set of out-of-the-box integrations are available for some of the more popular Ruby libraries. These integrations add library-specific behavior, allowing for state machines to work more tightly with the conventions defined by those libraries. The integrations currently available include: * ActiveRecord models * DataMapper resources * Sequel models A brief overview of these integrations is described below. === ActiveRecord The ActiveRecord integration adds support for database transactions, automatically saving the record, named scopes, validation errors, and observers. For example, class Vehicle < ActiveRecord::Base state_machine :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt after_transition any => :parked do |vehicle, transition| vehicle.seatbelt = 'off' end event :ignite do transition :parked => :idling end state :first_gear, :second_gear do validates_presence_of :seatbelt_on end end def put_on_seatbelt ... end end class VehicleObserver < ActiveRecord::Observer # Callback for :ignite event *before* the transition is performed def before_ignite(vehicle, transition) # log message end # Generic transition callback *after* the transition is performed def after_transition(vehicle, transition) Audit.log(vehicle, transition) end end For more information about the various behaviors added for ActiveRecord state machines, see StateMachine::Integrations::ActiveRecord. === DataMapper Like the ActiveRecord integration, the DataMapper integration adds support for database transactions, automatically saving the record, named scopes, Extlib-like callbacks, validation errors, and observers. For example, class Vehicle include DataMapper::Resource property :id, Serial property :state, String state_machine :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt after_transition any => :parked do |transition| self.seatbelt = 'off' # self is the record end event :ignite do transition :parked => :idling end state :first_gear, :second_gear do validates_present :seatbelt_on end end def put_on_seatbelt ... end end class VehicleObserver include DataMapper::Observer observe Vehicle # Callback for :ignite event *before* the transition is performed before_transition :on => :ignite do |transition| # log message (self is the record) end # Generic transition callback *after* the transition is performed after_transition do |transition| Audit.log(self, transition) # self is the record end end *Note* that the DataMapper::Observer integration is optional and only available when the dm-observer library is installed. For more information about the various behaviors added for DataMapper state machines, see StateMachine::Integrations::DataMapper. === Sequel Like the ActiveRecord integration, the Sequel integration adds support for database transactions, automatically saving the record, named scopes, validation errors and callbacks. For example, class Vehicle < Sequel::Model state_machine :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt after_transition any => :parked do |transition| self.seatbelt = 'off' # self is the record end event :ignite do transition :parked => :idling end state :first_gear, :second_gear do validates_presence_of :seatbelt_on end end def put_on_seatbelt ... end end For more information about the various behaviors added for Sequel state machines, see StateMachine::Integrations::Sequel. == Compatibility Although state_machine introduces a simplified syntax, it still remains backwards compatible with previous versions and other state-related libraries. For example, transitions and callbacks can continue to be defined like so: class Vehicle state_machine :initial => :parked do before_transition :from => :parked, :except_to => :parked, :do => :put_on_seatbelt after_transition :to => :parked do |transition| self.seatbelt = 'off' # self is the record end event :ignite do transition :from => :parked, :to => :idling end end end Although this verbose syntax will most likely always be supported, it is recommended that any state machines eventually migrate to the syntax introduced in version 0.6.0. == Tools === Generating graphs This library comes with built-in support for generating di-graphs based on the events, states, and transitions defined for a state machine using GraphViz[http://www.graphviz.org]. This requires that both the ruby-graphviz gem and graphviz library be installed on the system. ==== Examples To generate a graph for a specific file / class: rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle To save files to a specific path: rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle TARGET=files To customize the image format / orientation: rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle FORMAT=jpg ORIENTATION=landscape To generate multiple state machine graphs: rake state_machine:draw FILE=vehicle.rb,car.rb CLASS=Vehicle,Car *Note* that this will generate a different file for every state machine defined in the class. The generated files will use an output filename of the format #{class_name}_#{machine_name}.#{format}. For examples of actual images generated using this task, see those under the examples folder. ==== Ruby on Rails Integration There is a special integration Rake task for generating state machines for classes used in a Ruby on Rails application. This task will load the application environment, meaning that it's unnecessary to specify the actual file to load. For example, rake state_machine:draw:rails CLASS=Vehicle If you are using this library as a gem, the following must be added to the end of your application's Rakefile in order for the above task to work: require 'tasks/state_machine' If you are using Rails 3.0+, you must also add the following to your application's Gemfile: gem 'ruby-graphviz', :require => 'graphviz' ==== Merb Integration Like Ruby on Rails, there is a special integration Rake task for generating state machines for classes used in a Merb application. This task will load the application environment, meaning that it's unnecessary to specify the actual files to load. For example, rake state_machine:draw:merb CLASS=Vehicle === Interactive graphs Jean Bovet - {Visual Automata Simulator}[http://www.cs.usfca.edu/~jbovet/vas.html]. This is a great tool for "simulating, visualizing and transforming finite state automata and Turing Machines". This tool can help in the creation of states and events for your models. It is cross-platform, written in Java. == Testing To run the entire test suite (will test ActiveRecord, DataMapper, and Sequel integrations if the proper dependencies are available): rake test Target specific versions of integrations like so: rake test AR_VERSION=2.0.0 DM_VERSION=0.9.4 SEQUEL_VERSION=2.8.0 == Caveats The following caveats should be noted when using state_machine: * DataMapper: dm-validations 0.9.4 - 0.9.6 causes +after+ callbacks for attribute-based event transitions to fail * Overridden event methods won't get invoked when using attribute-based event transitions == Dependencies * Ruby 1.8.6 or later If using specific integrations: * ActiveRecord[http://rubyonrails.org] integration: 2.0.0 or later * DataMapper[http://datamapper.org] integration: 0.9.4 or later * Sequel[http://sequel.rubyforge.org] integration: 2.8.0 or later