# state_machine [![Build Status](https://secure.travis-ci.org/pluginaweek/state_machine.png "Build Status")](http://travis-ci.org/pluginaweek/state_machine) [![Dependency Status](https://gemnasium.com/pluginaweek/state_machine.png "Dependency Status")](https://gemnasium.com/pluginaweek/state_machine) *state_machine* adds support for creating state machines for attributes on any Ruby class. ## Resources API * http://rdoc.info/github/pluginaweek/state_machine/master/frames Bugs * http://github.com/pluginaweek/state_machine/issues Development * http://github.com/pluginaweek/state_machine Testing * http://travis-ci.org/pluginaweek/state_machine Source * git://github.com/pluginaweek/state_machine.git Mailing List * http://groups.google.com/group/pluginaweek-talk ## 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/around/failure transition hooks with explicit transition requirements * Integration with ActiveModel, ActiveRecord, DataMapper, Mongoid, MongoMapper, and Sequel * State predicates * State-driven instance / class behavior * State values of any data type * Dynamically-generated state values * Event parallelization * Attribute-based event transitions * Path analysis * Inheritance * Internationalization * GraphViz visualization creator * YARD integration (Ruby 1.9+ only) * Flexible machine syntax 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 * Path analysis Class definition: ```ruby class Vehicle attr_accessor :seatbelt_on, :time_used, :auto_shop_busy 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 after_failure :on => :ignite, :do => :log_start_failure around_transition do |vehicle, transition, block| start = Time.now block.call vehicle.time_used += Time.now - start 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, :if => lambda {|vehicle| !vehicle.passed_inspection?} end event :repair do # The first transition that matches the state and passes its conditions # will be used transition :stalled => :parked, :unless => :auto_shop_busy transition :stalled => same end state :parked do def speed 0 end end state :idling, :first_gear do def speed 10 end end state all - [:parked, :stalled, :idling] do def moving? true end end state :parked, :stalled, :idling do def moving? false 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 @time_used = 0 @auto_shop_busy = true super() # NOTE: This *must* be called, otherwise states won't get initialized end def put_on_seatbelt @seatbelt_on = true end def passed_inspection? false end def tow # tow the vehicle end def fix # get the vehicle fixed by a mechanic end def log_start_failure # log a failed attempt to start the vehicle 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: ```ruby vehicle = Vehicle.new # => # vehicle.state # => "parked" vehicle.state_name # => :parked vehicle.human_state_name # => "parked" vehicle.parked? # => true vehicle.can_ignite? # => true vehicle.ignite_transition # => # vehicle.state_events # => [:ignite] vehicle.state_transitions # => [#] vehicle.speed # => 0 vehicle.moving? # => false vehicle.ignite # => true vehicle.parked? # => false vehicle.idling? # => true vehicle.speed # => 10 vehicle # => # vehicle.shift_up # => true vehicle.speed # => 10 vehicle.moving? # => true vehicle # => # # A generic event helper is available to fire without going through the event's instance method vehicle.fire_state_event(:shift_up) # => true # Call state-driven behavior that's undefined for the state raises a NoMethodError vehicle.speed # => NoMethodError: super: no superclass method `speed' for # 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 # Human-friendly names can be accessed for states/events Vehicle.human_state_name(:first_gear) # => "first gear" Vehicle.human_alarm_state_name(:active) # => "active" Vehicle.human_state_event_name(:shift_down) # => "shift down" Vehicle.human_alarm_state_event_name(:enable) # => "enable" # States / events can also be references by the string version of their name Vehicle.human_state_name('first_gear') # => "first gear" Vehicle.human_state_event_name('shift_down') # => "shift down" # Available transition paths can be analyzed for an object vehicle.state_paths # => [[# [:parked, :idling, :first_gear, :stalled, :second_gear, :third_gear] vehicle.state_paths.events # => [:park, :ignite, :shift_up, :idle, :crash, :repair, :shift_down] # Find all paths that start and end on certain states vehicle.state_paths(:from => :parked, :to => :first_gear) # => [[ # #, # # # ]] # Skipping state_machine and writing to attributes directly vehicle.state = "parked" vehicle.state # => "parked" vehicle.state_name # => :parked # *Note* that the following is not supported (see StateMachine::MacroMethods#state_machine): # vehicle.state = :parked ``` ## 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: * ActiveModel classes * ActiveRecord models * DataMapper resources * Mongoid models * MongoMapper models * Sequel models A brief overview of these integrations is described below. ### ActiveModel The ActiveModel integration is useful for both standalone usage and for providing the base implementation for ORMs which implement the ActiveModel API. This integration adds support for validation errors, dirty attribute tracking, and observers. For example, ```ruby class Vehicle include ActiveModel::Dirty include ActiveModel::Validations include ActiveModel::Observing attr_accessor :state define_attribute_methods [:state] 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 around_transition :benchmark 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 def benchmark ... yield ... end end class VehicleObserver < ActiveModel::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 # Generic callback after the transition fails to perform def after_failure_to_transition(vehicle, transition) Audit.error(vehicle, transition) end end ``` For more information about the various behaviors added for ActiveModel state machines and how to build new integrations that use ActiveModel, see `StateMachine::Integrations::ActiveModel`. ### ActiveRecord The ActiveRecord integration adds support for database transactions, automatically saving the record, named scopes, validation errors, and observers. For example, ```ruby 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 around_transition :benchmark 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 def benchmark ... yield ... 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, ```ruby 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 around_transition :benchmark 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 def benchmark ... yield ... 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 around_transition do |transition, block| # mark start time block.call # mark stop time end # Generic callback after the transition fails to perform after_transition_failure 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`. ### Mongoid The Mongoid integration adds support for automatically saving the record, basic scopes, validation errors, and observers. For example, ```ruby class Vehicle include Mongoid::Document state_machine :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt after_transition any => :parked do |vehicle, transition| vehicle.seatbelt = 'off' # self is the record end around_transition :benchmark 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 def benchmark ... yield ... end end class VehicleObserver < Mongoid::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 Mongoid state machines, see `StateMachine::Integrations::Mongoid`. ### MongoMapper The MongoMapper integration adds support for automatically saving the record, basic scopes, validation errors and callbacks. For example, ```ruby class Vehicle include MongoMapper::Document state_machine :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt after_transition any => :parked do |vehicle, transition| vehicle.seatbelt = 'off' # self is the record end around_transition :benchmark 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 def benchmark ... yield ... end end ``` For more information about the various behaviors added for MongoMapper state machines, see `StateMachine::Integrations::MongoMapper`. ### 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, ```ruby 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 around_transition :benchmark 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 def benchmark ... yield ... end end ``` For more information about the various behaviors added for Sequel state machines, see `StateMachine::Integrations::Sequel`. ## Additional Topics ### Symbols vs. Strings In all of the examples used throughout the documentation, you'll notice that states and events are almost always referenced as symbols. This isn't a requirement, but rather a suggested best practice. You can very well define your state machine with Strings like so: ```ruby class Vehicle state_machine :initial => 'parked' do event 'ignite' do transition 'parked' => 'idling' end # ... end end ``` You could even use numbers as your state / event names. The **important** thing to keep in mind is that the type being used for referencing states / events in your machine definition must be **consistent**. If you're using Symbols, then all states / events must use Symbols. Otherwise you'll encounter the following error: ```ruby class Vehicle state_machine do event :ignite do transition :parked => 'idling' end end end # => ArgumentError: "idling" state defined as String, :parked defined as Symbol; all states must be consistent ``` There **is** an exception to this rule. The consistency is only required within the definition itself. However, when the machine's helper methods are called with input from external sources, such as a web form, state_machine will map that input to a String / Symbol. For example: ```ruby class Vehicle state_machine :initial => :parked do event :ignite do transition :parked => :idling end end end v = Vehicle.new # => # v.state?('parked') # => true v.state?(:parked) # => true ``` ### Syntax flexibility Although state_machine introduces a simplified syntax, it still remains backwards compatible with previous versions and other state-related libraries by providing some flexibility around how transitions are defined. See below for an overview of these syntaxes. #### Verbose syntax In general, it's recommended that state machines use the implicit syntax for transitions. However, you can be a little more explicit and verbose about transitions by using the `:from`, `:except_from`, `:to`, and `:except_to` options. For example, transitions and callbacks can be defined like so: ```ruby 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 ``` #### Transition context Some flexibility is provided around the context in which transitions can be defined. In almost all examples throughout the documentation, transitions are defined within the context of an event. If you prefer to have state machines defined in the context of a **state** either out of preference or in order to easily migrate from a different library, you can do so as shown below: ```ruby class Vehicle state_machine :initial => :parked do ... state :parked do transition :to => :idling, :on => [:ignite, :shift_up], :if => :seatbelt_on? def speed 0 end end state :first_gear do transition :to => :second_gear, :on => :shift_up def speed 10 end end state :idling, :first_gear do transition :to => :parked, :on => :park end end end ``` In the above example, there's no need to specify the `from` state for each transition since it's inferred from the context. You can also define transitions completely outside the context of a particular state / event. This may be useful in cases where you're building a state machine from a data store instead of part of the class definition. See the example below: ```ruby class Vehicle state_machine :initial => :parked do ... transition :parked => :idling, :on => [:ignite, :shift_up] transition :first_gear => :second_gear, :second_gear => :third_gear, :on => :shift_up transition [:idling, :first_gear] => :parked, :on => :park transition [:idling, :first_gear] => :parked, :on => :park transition all - [:parked, :stalled] => :stalled, :unless => :auto_shop_busy? end end ``` Notice that in these alternative syntaxes: * You can continue to configure `:if` and `:unless` conditions * You can continue to define `from` states (when in the machine context) using the `all`, `any`, and `same` helper methods ### Static / Dynamic definitions In most cases, the definition of a state machine is **static**. That is to say, the states, events and possible transitions are known ahead of time even though they may depend on data that's only known at runtime. For example, certain transitions may only be available depending on an attribute on that object it's being run on. All of the documentation in this library define static machines like so: ```ruby class Vehicle state_machine :state, :initial => :parked do event :park do transition [:idling, :first_gear] => :parked end ... end end ``` However, there may be cases where the definition of a state machine is **dynamic**. This means that you don't know the possible states or events for a machine until runtime. For example, you may allow users in your application to manage the state machine of a project or task in your system. This means that the list of transitions (and their associated states / events) could be stored externally, such as in a database. In a case like this, you can define dynamically-generated state machines like so: ```ruby class Vehicle attr_accessor :state # Replace this with an external source (like a db) def transitions [ {:parked => :idling, :on => :ignite}, {:idling => :first_gear, :first_gear => :second_gear, :on => :shift_up} # ... ] end # Create a state machine for this vehicle instance dynamically based on the # transitions defined from the source above def machine vehicle = self @machine ||= Machine.new(vehicle, :initial => :parked) do vehicle.transitions.each {|attrs| transition(attrs)} # Persist the state on the vehicle itself after_transition do vehicle.state = vehicle.machine.state vehicle.save end end end def save # Save the state change... end end # Generic class for building machines class Machine def self.new(object, *args, &block) machine = Class.new do def definition self.class.state_machine end end machine.state_machine(*args, &block) machine.new end end vehicle = Vehicle.new # => # vehicle.machine # => #<#:0xb722fa30 @state="parked"> vehicle.machine.state # => "parked" vehicle.machine.ignite # => true vehicle.machine.state # => "idling vehicle.state # => "idling" vehicle.machine.state_transitions # => [#] vehicle.machine.definition.states.keys # => :first_gear, :second_gear, :parked, :idling ``` As you can see, state_machine provides enough flexibility for you to be able to create new machine definitions on the fly based on an external source of transitions. ### Core Extensions By default, state_machine extends the Ruby core with a `state_machine` method on `Class`. All other parts of the library are confined within the `StateMachine` namespace. While this isn't wholly necessary, it also doesn't have any performance impact and makes it truly feel like an extension to the language. This is very similar to the way that you'll find `yaml`, `json`, or other libraries adding a simple method to all objects just by loading the library. However, if you'd like to avoid having state_machine add this extension to the Ruby core, you can do so like so: ```ruby require 'state_machine/core' class Vehicle extend StateMachine::MacroMethods state_machine do # ... end end ``` If you're using a gem loader like Bundler, you can explicitly indicate which file to load: ```ruby # In Gemfile ... gem 'state_machine', :require => 'state_machine/core' ``` ## 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: ```bash rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle ``` To save files to a specific path: ```bash rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle TARGET=files ``` To customize the image format / orientation: ```bash rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle FORMAT=jpg ORIENTATION=landscape ``` To generate multiple state machine graphs: ```bash rake state_machine:draw FILE=vehicle.rb,car.rb CLASS=Vehicle,Car ``` To use human state / event names: ```bash rake state_machine:draw FILE=vehicle.rb CLASS=Vehicle HUMAN_NAMES=true ``` **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. ### Interactive graphs Jean Bovet's [Visual Automata Simulator](http://www.cs.usfca.edu/~jbovet/vas.html) is a great tool for "simulating, visualizing and transforming finite state automata and Turing Machines". It can help in the creation of states and events for your models. It is cross-platform, written in Java. ### Generating documentation If you use YARD to generate documentation for your projects, state_machine can be enabled to generate API docs for auto-generated methods from each state machine definition as well as providing embedded visualizations. See the generated API documentation under the examples folder to see what the output looks like. To enable the YARD integration, you'll need to add state_machine to the list of YARD's plugins by editing the global YARD config: ~/.yard/config: ```yaml load_plugins: true autoload_plugins: - state_machine ``` Once enabled, simply generate your documentation like you normally do. *Note* that this only works for Ruby 1.9+. ## Web Frameworks ### Ruby on Rails Integrating state_machine into your Ruby on Rails application is straightforward and provides a few additional features specific to the framework. To get started, following the steps below. #### 1. Install the gem If using Rails 2.x: ```ruby # In config/environment.rb ... Rails::Initializer.run do |config| ... config.gem 'state_machine', :version => '~> 1.0' ... end ``` If using Rails 3.x or up: ```ruby # In Gemfile ... gem 'state_machine' gem 'ruby-graphviz', :require => 'graphviz' # Optional: only required for graphing ``` As usual, run `bundle install` to load the gems. #### 2. Create a model Create a model with a field to store the state, along with other any other fields your application requires: ```bash $ rails generate model Vehicle state:string $ rake db:migrate ``` #### 3. Configure the state machine Add the state machine to your model. Following the examples above, *app/models/vehicle.rb* might become: ```ruby class Vehicle < ActiveRecord::Base state_machine :initial => :parked do before_transition :parked => any - :parked, :do => :put_on_seatbelt ... end end ``` #### Rake tasks 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, ```bash rake state_machine:draw CLASS=Vehicle ``` If you are using this library as a gem in Rails 2.x, the following must be added to the end of your application's Rakefile in order for the above task to work: ```ruby require 'tasks/state_machine' ``` ### Merb #### Rake tasks 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, ```bash rake state_machine:draw CLASS=Vehicle ``` ## Testing To run the core test suite (does **not** test any of the integrations): ```bash bundle install bundle exec rake test ``` To run integration tests: ```bash bundle install rake appraisal:install rake appraisal:test ``` You can also test a specific version: ```bash rake appraisal:active_model-3.0.0 test rake appraisal:active_record-2.0.0 test rake appraisal:data_mapper-0.9.4 test rake appraisal:mongoid-2.0.0 test rake appraisal:mongo_mapper-0.5.5 test rake appraisal:sequel-2.8.0 test ``` ## Caveats The following caveats should be noted when using state_machine: * Overridden event methods won't get invoked when using attribute-based event transitions * **DataMapper**: Attribute-based event transitions are disabled when using dm-validations 0.9.4 - 0.9.6 * **JRuby**: around_transition callbacks in ORM integrations won't work on JRuby since it doesn't support continuations * **Factory Girl**: Dynamic initial states don't work because of the way factory_girl builds objects. You can work around this in a few ways: 1. Use a default state that is common across all objects and rely on events to determine the actual initial state for your object. 2. Assuming you're not using state-driven behavior on initialization, you can re-initialize states after the fact: ```ruby # Re-initialize in FactoryGirl FactoryGirl.define do factory :vehicle do after_build {|user| user.send(:initialize_state_machines, :dynamic => :force)} end end # Alternatively re-initialize in your model class Vehicle < ActiveRecord::Base ... before_validation :on => :create {|user| user.send(:initialize_state_machines, :dynamic => :force)} end ``` ## Dependencies * Ruby 1.8.6 or later If using specific integrations: * [ActiveModel](http://rubyonrails.org) integration: 3.0.0 or later * [ActiveRecord](http://rubyonrails.org) integration: 2.0.0 or later * [DataMapper](http://datamapper.org) integration: 0.9.4 or later * [Mongoid](http://mongoid.org) integration: 2.0.0 or later * [MongoMapper](http://mongomapper.com) integration: 0.5.5 or later * [Sequel](http://sequel.rubyforge.org) integration: 2.8.0 or later If graphing state machine: * [ruby-graphviz](http://github.com/glejeune/Ruby-Graphviz): 0.9.0 or later