Add change management setup script
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change_mgmt.rb
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228
change_mgmt.rb
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# Change Management setup for Zammad (ITIL option 1)
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# Run: rails runner change_mgmt.rb
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UserInfo.current_user_id = 1
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out = []
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def log(out, msg); out << msg; puts msg; end
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# ---------------------------------------------------------------------------
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# 1. GROUP
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# ---------------------------------------------------------------------------
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grp = Group.find_by(name: 'Change Management')
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if grp.nil?
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grp = Group.create!(
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name: 'Change Management',
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note: 'ITIL Change Management workflow',
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active: true
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)
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log(out, "GROUP created id=#{grp.id}")
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else
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log(out, "GROUP exists id=#{grp.id}")
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end
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# Grant admin (user 1) full access to the group
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admin = User.find(1)
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admin.group_names_access_map = (admin.group_names_access_map || {}).merge(
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'Change Management' => ['full']
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)
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admin.save!
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log(out, "GROUP access granted to admin")
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# ---------------------------------------------------------------------------
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# 2. STATES (change state machine)
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# ---------------------------------------------------------------------------
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open_type = Ticket::StateType.find_by(name: 'open')
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pending_type = Ticket::StateType.find_by(name: 'pending action')
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closed_type = Ticket::StateType.find_by(name: 'closed')
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change_states = [
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{ name: 'CM: Requested', type: open_type, order: 100, note: 'Change request submitted, awaiting CAB' },
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{ name: 'CM: In Review', type: open_type, order: 101, note: 'Under CAB assessment' },
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{ name: 'CM: Approved', type: open_type, order: 102, note: 'Approved by CAB, ready to schedule' },
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{ name: 'CM: Scheduled', type: pending_type, order: 103, note: 'Approved and scheduled for a window' },
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{ name: 'CM: Implementing', type: open_type, order: 104, note: 'Change in progress' },
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{ name: 'CM: Review', type: open_type, order: 105, note: 'Post-implementation review' },
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{ name: 'CM: Closed', type: closed_type, order: 106, note: 'Change complete and closed' },
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{ name: 'CM: Rejected', type: closed_type, order: 107, note: 'Change rejected by CAB' },
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{ name: 'CM: Failed', type: closed_type, order: 108, note: 'Change failed / rolled back' },
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]
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state_ids = {}
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change_states.each do |s|
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st = Ticket::State.find_by(name: s[:name])
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if st.nil?
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st = Ticket::State.create!(
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name: s[:name],
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state_type_id: s[:type].id,
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note: s[:note],
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active: true,
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created_by_id: 1,
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updated_by_id: 1
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)
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log(out, "STATE created #{s[:name]} id=#{st.id}")
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else
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log(out, "STATE exists #{s[:name]} id=#{st.id}")
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end
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state_ids[s[:name]] = st.id
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end
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# ---------------------------------------------------------------------------
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# 3. OBJECT FIELDS (custom ticket attributes for change data)
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# ---------------------------------------------------------------------------
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def add_attr(out, name, display, data_type, data_option)
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existing = ObjectManager::Attribute.get(object: 'Ticket', name: name)
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if existing
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log(out, "ATTR exists #{name}")
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return
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end
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ObjectManager::Attribute.add(
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object: 'Ticket',
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name: name,
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display: display,
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data_type: data_type,
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data_option: data_option,
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active: true,
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screens: {
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create_middle: { '-all-' => { null: true, shown: true } },
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edit: { '-all-' => { null: true, shown: true } },
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},
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position: 800,
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editable: true
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)
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log(out, "ATTR created #{name}")
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end
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add_attr(out, 'change_type', 'Change Type', 'select', {
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default: 'normal',
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options: { 'standard' => 'Standard (pre-approved)', 'normal' => 'Normal', 'emergency' => 'Emergency' },
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nulloption: false, maxlength: 255, null: false
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})
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add_attr(out, 'change_risk', 'Risk Level', 'select', {
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default: 'medium',
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options: { 'low' => 'Low', 'medium' => 'Medium', 'high' => 'High' },
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nulloption: false, maxlength: 255, null: false
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})
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add_attr(out, 'change_impact', 'Impact', 'select', {
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default: 'medium',
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options: { 'low' => 'Low', 'medium' => 'Medium', 'high' => 'High' },
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nulloption: false, maxlength: 255, null: false
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})
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add_attr(out, 'change_rollback', 'Rollback Plan', 'textarea', {
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type: 'textarea', maxlength: 5000, rows: 4, null: true
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})
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add_attr(out, 'change_start', 'Scheduled Start', 'datetime', {
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future: true, past: false, diff: 0, null: true
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})
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add_attr(out, 'change_end', 'Scheduled End', 'datetime', {
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future: true, past: false, diff: 0, null: true
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})
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add_attr(out, 'change_cab_decision', 'CAB Decision', 'select', {
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default: 'pending',
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options: { 'pending' => 'Pending', 'approved' => 'Approved', 'rejected' => 'Rejected' },
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nulloption: false, maxlength: 255, null: false
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})
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# Apply the DB migration for the new columns
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if ObjectManager::Attribute.pending_migration?
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ObjectManager::Attribute.migration_execute
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log(out, "MIGRATION executed")
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else
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log(out, "MIGRATION not needed")
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end
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# ---------------------------------------------------------------------------
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# 4. OVERVIEWS (saved views for the Change Management group)
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# ---------------------------------------------------------------------------
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cm_group = Group.find_by(name: 'Change Management')
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def add_overview(out, name, link, condition, order)
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ov = Overview.find_by(link: link)
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if ov
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log(out, "OVERVIEW exists #{name}")
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return
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end
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Overview.create!(
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name: name,
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link: link,
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prio: order,
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role_ids: Role.where(name: ['Admin', 'Agent']).pluck(:id),
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condition: condition,
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order: { by: 'created_at', direction: 'DESC' },
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view: { d: %w[number title change_type change_risk state created_at], s: %w[number title change_type state created_at], m: %w[number title state] },
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active: true,
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created_by_id: 1,
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updated_by_id: 1
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)
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log(out, "OVERVIEW created #{name}")
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end
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add_overview(out, 'CM: Pending CAB', 'cm_pending_cab', {
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'ticket.group_id' => { operator: 'is', value: [cm_group.id.to_s] },
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'ticket.change_cab_decision' => { operator: 'is', value: ['pending'] },
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'ticket.state_id' => { operator: 'is not', value: Ticket::State.where(name: ['CM: Closed', 'CM: Rejected', 'CM: Failed']).pluck(:id).map(&:to_s) },
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}, 1000)
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add_overview(out, 'CM: Scheduled', 'cm_scheduled', {
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'ticket.group_id' => { operator: 'is', value: [cm_group.id.to_s] },
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'ticket.state_id' => { operator: 'is', value: Ticket::State.where(name: ['CM: Scheduled', 'CM: Approved']).pluck(:id).map(&:to_s) },
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}, 1001)
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add_overview(out, 'CM: All Open', 'cm_all_open', {
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'ticket.group_id' => { operator: 'is', value: [cm_group.id.to_s] },
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'ticket.state_id' => { operator: 'is not', value: Ticket::State.where(name: ['CM: Closed', 'CM: Rejected', 'CM: Failed']).pluck(:id).map(&:to_s) },
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}, 1002)
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# ---------------------------------------------------------------------------
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# 5. TRIGGERS (approval gate + notifications)
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# ---------------------------------------------------------------------------
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def add_trigger(out, name, condition, perform)
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tr = Trigger.find_by(name: name)
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if tr
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log(out, "TRIGGER exists #{name}")
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return
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end
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Trigger.create!(
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name: name,
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condition: condition,
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perform: perform,
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active: true,
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created_by_id: 1,
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updated_by_id: 1
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)
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log(out, "TRIGGER created #{name}")
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end
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approved_state = Ticket::State.find_by(name: 'CM: Approved')
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add_trigger(out, 'CM: CAB approved to Approved', {
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'ticket.group_id' => { operator: 'is', value: cm_group.id.to_s },
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'ticket.change_cab_decision' => { operator: 'is', value: 'approved' },
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}, {
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'ticket.state_id' => { value: approved_state.id.to_s },
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'notification.email' => {
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recipient: 'ticket_owner',
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subject: 'Change #{ticket.number} approved by CAB',
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body: 'Change request "#{ticket.title}" has been approved. Proceed to schedule and implement.'
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}
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})
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rejected_state = Ticket::State.find_by(name: 'CM: Rejected')
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add_trigger(out, 'CM: CAB rejected to Rejected', {
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'ticket.group_id' => { operator: 'is', value: cm_group.id.to_s },
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'ticket.change_cab_decision' => { operator: 'is', value: 'rejected' },
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}, {
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'ticket.state_id' => { value: rejected_state.id.to_s },
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'notification.email' => {
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recipient: 'ticket_owner',
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subject: 'Change #{ticket.number} rejected by CAB',
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body: 'Change request "#{ticket.title}" was rejected. See ticket notes for details.'
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}
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})
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File.write('/tmp/cm_result.txt', out.join("\n"))
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puts "==DONE=="
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