path: root/doc/development/approval_rules.md

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group: Source Code
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# Approval Rules **(STARTER)**

This document explains the backend design and flow of all related functionality
about [merge request approval rules](../user/project/merge_requests/merge_request_approvals.md).

This should help contributors to understand the code design easier and to also
help see if there are parts to improve as the feature and its implementation
evolves.

It's intentional that it doesn't contain too much implementation detail as they
can change often. The code should explain those things better. The components
mentioned here are the major parts of the application for the approval rules
feature to work.

NOTE:
This is a living document and should be updated accordingly when parts
of the codebase touched in this document are changed or removed, or when new components
are added.

## Data Model

```mermaid
erDiagram
  Project ||--o{ MergeRequest: " "
  Project ||--o{ ApprovalProjectRule: " "
  ApprovalProjectRule }o--o{ User: " "
  ApprovalProjectRule }o--o{ Group: " "
  ApprovalProjectRule }o--o{ ProtectedBranch: " "
  MergeRequest ||--|| ApprovalState: " "
  ApprovalState ||--o{ ApprovalWrappedRule: " "
  MergeRequest ||--o{ Approval: " "
  MergeRequest ||--o{ ApprovalMergeRequestRule: " "
  ApprovalMergeRequestRule }o--o{ User: " "
  ApprovalMergeRequestRule }o--o{ Group: " "
  ApprovalMergeRequestRule ||--o| ApprovalProjectRule: " "
```

### `Project` and `MergeRequest`

`Project` and `MergeRequest` models are defined in `ee/app/models/ee/project.rb`
and `ee/app/models/ee/merge_request.rb`. They extend the non-EE versions since
approval rules is an EE only feature. Associations and other related stuff to
merge request approvals are defined here.

### `ApprovalState`

```mermaid
erDiagram
  MergeRequest ||--|| ApprovalState: " "
```

`ApprovalState` class is defined in `ee/app/models/approval_state.rb`. It's not
an actual `ActiveRecord` model. This class encapsulates all logic related to the
state of the approvals for a certain merge request like:

- Knowing the approval rules that are applicable to the merge request based on
  its target branch.
- Knowing the approval rules that are applicable to a certain target branch.
- Checking if all rules were approved.
- Checking if approval is required.
- Knowing how many approvals were given or still required.

It gets the approval rules data from the project (`ApprovalProjectRule`) or the
merge request (`ApprovalMergeRequestRule`) and wrap it as `ApprovalWrappedRule`.

### `ApprovalProjectRule`

```mermaid
erDiagram
  Project ||--o{ ApprovalProjectRule: " "
  ApprovalProjectRule }o--o{ User: " "
  ApprovalProjectRule }o--o{ Group: " "
  ApprovalProjectRule }o--o{ ProtectedBranch: " "
```

`ApprovalProjectRule` model is defined in `ee/app/models/approval_project_rule.rb`.

A record is created/updated/deleted when an approval rule is added/edited/removed
via project settings or the [project level approvals API](../api/merge_request_approvals.md#project-level-mr-approvals).
The `ApprovalState` model get these records when approval rules are not
overwritten.

The `protected_branches` attribute is set and used when a rule is scoped to
protected branches. See [Scoped to Protected Branch doc](../user/project/merge_requests/merge_request_approvals.md#scoped-to-protected-branch)
for more information about the feature.

### `ApprovalMergeRequestRule`

```mermaid
erDiagram
  MergeRequest ||--o{ ApprovalMergeRequestRule: " "
  ApprovalMergeRequestRule }o--o{ User: " "
  ApprovalMergeRequestRule }o--o{ Group: " "
  ApprovalMergeRequestRule ||--o| ApprovalProjectRule: " "
```

`ApprovalMergeRequestRule` model is defined in `ee/app/models/approval_merge_request_rule.rb`.

A record is created/updated/deleted when a rule is added/edited/removed via merge
request create/edit form or the [merge request level approvals API](../api/merge_request_approvals.md#merge-request-level-mr-approvals).

The `approval_project_rule` is set when it is based from an existing `ApprovalProjectRule`.

An `ApprovalMergeRequestRule` doesn't have `protected_branches` as it inherits
them from the `approval_project_rule` if not overridden.

### `ApprovalWrappedRule`

```mermaid
erDiagram
  ApprovalState ||--o{ ApprovalWrappedRule: " "
```

`ApprovalWrappedRule` is defined in `ee/app/modes/approval_wrapped_rule.rb` and
is not an `ActiveRecord` model. It's used to wrap an `ApprovalProjectRule` or
`ApprovalMergeRequestRule` for common interface. It also has the following sub
types:

- `ApprovalWrappedAnyApprovalRule` - for wrapping an `any_approver` rule.
- `ApprovalWrappedCodeOwnerRule` - for wrapping a `code_owner` rule.

This class delegates most of the responsibilities to the approval rule it wraps
but it's also responsible for:

- Checking if the approval rule is approved.
- Knowing how many approvals were given or still required for the approval rule.

It gets this information from the approval rule and the `Approval` records from
the merge request.

### `Approval`

```mermaid
erDiagram
  MergeRequest ||--o{ Approval: " "
```

`Approval` model is defined in `ee/app/models/approval.rb`. This model is
responsible for storing information about an approval made on a merge request.
Whenever an approval is given/revoked, a record is created/deleted.

## Controllers and Services

The following controllers and services below are being used for the approval
rules feature to work.

### `API::ProjectApprovalSettings`

This private API is defined in `ee/lib/api/project_approval_settings.rb`.

This is used for the following:

- Listing the approval rules in project settings.
- Creating/updating/deleting rules in project settings.
- Listing the approval rules on create merge request form.

### `Projects::MergeRequests::CreationsController`

This controller is defined in `app/controllers/projects/merge_requests/creations_controller.rb`.

The `create` action of this controller is used when create merge request form is
submitted. It accepts the `approval_rules_attributes` parameter for creating/updating/deleting
`ApprovalMergeRequestRule` records. It passes the parameter along when it executes
`MergeRequests::CreateService`.

### `Projects::MergeRequestsController`

This controller is defined in `app/controllers/projects/merge_requests_controller.rb`.

The `update` action of this controller is used when edit merge request form is
submitted. It's like `Projects::MergeRequests::CreationsController` but it executes
`MergeRequests::UpdateService` instead.

### `API::MergeRequestApprovals`

This API is defined in `ee/lib/api/merge_request_approvals.rb`.

The [Approvals API endpoint](../api/merge_request_approvals.md#get-configuration-1)
is requested when merge request page loads.

The `/projects/:id/merge_requests/:merge_request_iid/approval_settings` is a
private API endpoint used for the following:

- Listing the approval rules on edit merge request form.
- Listing the approval rules on the merge request page.

When approving/unapproving MR via UI and API, the [Approve Merge Request](../api/merge_request_approvals.md#approve-merge-request)
API endpoint and the [Unapprove Merge Request](../api/merge_request_approvals.md#unapprove-merge-request)
API endpoint are requested. They execute `MergeRequests::ApprovalService` and
`MergeRequests::RemoveApprovalService` accordingly.

### `API::ProjectApprovalRules` and `API::MergeRequestApprovalRules`

These APIs are defined in `ee/lib/api/project_approval_rules.rb` and
`ee/lib/api/merge_request_approval_rules.rb`.

Used to list/create/update/delete project and merge request level rules via
[Merge request approvals API](../api/merge_request_approvals.md).

Executes `ApprovalRules::CreateService`, `ApprovalRules::UpdateService`,
`ApprovalRules::ProjectRuleDestroyService`, and `ApprovalRules::MergeRequestRuleDestroyService`
accordingly.

### `ApprovalRules::ParamsFilteringService`

This service is defined in `ee/app/services/approval_rules/params_filtering_service.rb`.

It is called only when `MergeRequests::CreateService` and
`MergeRequests::UpdateService` are executed.

It is responsible for parsing `approval_rules_attributes` parameter to:

- Remove it when user can't update approval rules.
- Filter the user IDs whether they are members of the project or not.
- Filter the group IDs whether they are visible to user.
- Identify the `any_approver` rule.
- Append hidden groups to it when specified.
- Append user defined inapplicable (rules that does not apply to MR's target
  branch) approval rules.

## Flow

These flowcharts should help explain the flow from the controllers down to the
models for different functionalities.

Some CRUD API endpoints are intentionally skipped because they are pretty
straightforward.

### Creating a merge request with approval rules via web UI

```mermaid
graph LR
  Projects::MergeRequests::CreationsController --> MergeRequests::CreateService
  MergeRequests::CreateService --> ApprovalRules::ParamsFilteringService
  ApprovalRules::ParamsFilteringService --> MergeRequests::CreateService
  MergeRequests::CreateService --> MergeRequest
  MergeRequest --> db[(Database)]
  MergeRequest --> User
  MergeRequest --> Group
  MergeRequest --> ApprovalProjectRule
  User --> db[(Database)]
  Group --> db[(Database)]
  ApprovalProjectRule --> db[(Database)]
```

When updating, same flow is followed but it starts at `Projects::MergeRequestsController`
and executes `MergeRequests::UpdateService` instead.

### Viewing the merge request approval rules on an MR page

```mermaid
graph LR
  API::MergeRequestApprovals --> MergeRequest
  MergeRequest --> ApprovalState
  ApprovalState --> id1{approval rules are overridden}
  id1{approval rules are overridden} --> |No| ApprovalProjectRule & ApprovalMergeRequestRule
  id1{approval rules are overridden} --> |Yes| ApprovalMergeRequestRule
  ApprovalState --> ApprovalWrappedRule
  ApprovalWrappedRule --> Approval
```

This flow gets initiated by the frontend component. The data returned will
then be used to display information on the MR widget.

### Approving a merge request

```mermaid
graph LR
  API::MergeRequestApprovals --> MergeRequests::ApprovalService
  MergeRequests::ApprovalService --> Approval
  Approval --> db[(Database)]
```

When unapproving, same flow is followed but the `MergeRequests::RemoveApprovalService`
is executed instead.

## TODO

1. Add information related to other rule types (e.g. `code_owner` and `report_approver`).
1. Add information about side effects of approving/unapproving merge request.