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merefield · 18.Февраль.2026 18:18:28

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github.com/merefield/discourse-workflow

FEATURE: filters, overdue & indicators, richer UX, admin fixes, more specs (#15)

main ← major_update

merged 06:17PM - 18 Feb 26 UTC

merefield

+2305 -139

## Summary This PR is a broad workflow plugin hardening and capability rele…ase that improves discovery UX, overdue handling, topic action clarity, admin editing safety, and test coverage. It introduces a configurable overdue model with hierarchy (step -> workflow -> global), adds workflow specific topic list filters, adds explicit overdue visibility in the workflow list, enriches topic workflow metadata for UI behaviour, and fixes several correctness/maintainability issues. ## New Features ### 1. Overdue threshold hierarchy with disable semantics - Added global site setting: - `workflow_overdue_days_default` (`config/settings.yml`) - Added optional workflow-level override: - `workflows.overdue_days` - Added optional step-level override: - `workflow_steps.overdue_days` - Resolution order: - step `overdue_days` -> workflow `overdue_days` -> global setting - `0` disables overdue behavior at that scope. ### 2. Overdue quick filter behavior - Added dedicated quick-filter mode `overdue=1` that uses the hierarchy above. - Legacy `overdue_days=N` filtering still works for explicit manual param filtering. - Quick filter button now maps to semantic overdue mode rather than fixed 3-day value. ### 3. Workflow list overdue indicator column - Added workflow topic list column to show overdue state. - Added serialized topic-list attribute: - `workflow_overdue` - Added indicator styling and translations. ### 4. SPA quick filters (no full reload) - Quick filters now use in-app Ember route query-param transitions. - Added discovery query params for workflow filters. - Preserved filter state in localStorage. - Fixed stale state/UI refresh issues by deriving from reactive route URL. - Added full toggle behavior and active-state highlighting for: - My Categories - Overdue - Step filter (Step = X now toggles off when applied again). ### 5. Topic workflow banner/action enhancements - Moved topic banner connector to `topic-above-post-stream`. - Added workflow step action metadata with target step details. - Added permission-aware UI state (`workflow_can_act`). - Added step age (`workflow_step_entered_at`) display support. - Added helper text for transition targets and blocked-action messaging. ### 6. Admin workflow editing improvements - Workflow editor surfaces definition validation warnings: - duplicate step positions - orphan target steps - missing option label translations - Added admin inputs for overdue overrides: - workflow-level overdue days - step-level overdue days ### 7. Reliability and correctness fixes - Added transition cooldown to prevent immediate duplicate actions. - Transition log message now includes source and destination steps. - Topic-created workflow state initialization now targets enabled workflows only. - Midway-topic validator now checks only enabled workflows. - Notification handler now limits arrival notifications to: - first post only - watchers of the topic’s category - Fixed stats association use (`workflow_states`). - Fixed admin route key/path assumptions in workflow step option routes. - Fixed workflow step option position assignment bug. - Updated seeded option slugs/names (`poor` -> `bad`, `previous` -> `back`). ## Technical Changes ### Data model / migration - Added migration: - `db/migrate/20260218103000_add_overdue_days_to_workflows_and_steps.rb` - Added model validations on new fields (`>= 0`, integer, allow nil). ### Backend - ListController workflow filtering now supports: - `my_categories` - `workflow_step_position` - overdue via hierarchy (`overdue=1`) and explicit days fallback. - `plugin.rb` adds: - workflow action metadata - overdue threshold resolution - overdue boolean serialization - can-act and step-entered-at serialization. ### Frontend - Added connector: - `assets/javascripts/discourse/connectors/discovery-list-container-top/workflow-quick-filters.gjs` - Added connector: - `assets/javascripts/discourse/connectors/topic-above-post-stream/workflow-topic-banner.gjs` - Removed old connector: - `assets/javascripts/discourse/connectors/topic-title/topic-title.hbs` - Extended discovery columns via initializer: - overdue column + registration of workflow query params. ### Localization and docs - Added/updated client and server locale keys for: - overdue setting/help text - overdue indicator - quick filter labels - admin overdue override labels/help - improved transition action descriptions. - README restructured with: - Introduction (+ Wikipedia links) - Features - Quickstart - Setup - Introductory Concepts - Roadmap Themes - Existing content preserved and reorganized. - Plugin version updated: - `plugin.rb`: `0.2.0` ## New Tests ### Request specs - `workflow_overdue_thresholds_spec.rb` - validates overdue hierarchy precedence and `0` disable behavior - validates `workflow_overdue` payload values - `workflow_list_filters_spec.rb` - `workflow_action_controller_spec.rb` - `workflow_topic_view_spec.rb` - `admin/workflow_step_options_controller_spec.rb` ### System specs (+ page objects) - `workflow_quick_filters_spec.rb` - query-param filtering - control-driven filtering - no full page reload regression - active-state/toggle behavior - overdue column presence/indicator assertions - `workflow_topic_banner_spec.rb` - `page_objects/pages/workflow_discovery.rb` - `page_objects/pages/workflow_topic.rb` - serializer/warnings/slug stability/topic lifecycle/post notification/stats/route contract/option seed parity/transition coverage. ## Validation Run - Full plugin specs pass: - `bin/rspec plugins/discourse-workflow/spec` - result: 36 examples, 0 failures - Lint/format checks passed for touched files: - Rubocop - ESLint - Ember template lint - Stylelint - Prettier checks for updated docs/config/locales ## Migration / rollout notes - Run plugin migrations in dev/test - Set `workflow_overdue_days_default` as desired (`0` disables global overdue). - Existing explicit `overdue_days` query usage remains supported.

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