Pull Request Workflow in Holistics

Coming Soon

This feature is under development and will be coming soon!

Introduction

In a typical development process, when you make changes in the development branch, you need to create a Pull Request (in GitHub) or a Merge Request (in GitLab) before publishing to production. This allows other users to review your changes and triggers the CI workflow for testing and validation.

This step is essential to ensure no downtime and maintain code quality in the production environment.

How to setup PR Workflow in Holistics

Notes

Holistics uses a GitHub Personal Access Token to:

• Create Pull Requests in your repository
• Monitor PR status (open, closed, or merged)
• Enable necessary actions based on PR status (for e.g., auto trigger publish when the PR is merged to master branch)

Prerequisites

• You have connected to your GitHub repository to Holistics.
• You have admin permission to the repository that you have connected to Holistics.

Step 1: Enable PR workflow for your organization

1. Navigate to Settings > Project Settings > Enable PR Workflow.
2. Toggle on Enable PR Workflow button.
3. You will then be prompted to add the GitHub Access Token.

Step 2: Create GitHub access token

If your repository belongs to an organization, the organization owner must allow access via Personal Access Token.

You can use either Personal Access Token (Classic) or Fine-grained Access Token

• Personal Access Token (Classic) - recommended: Use this option for most cases. Classic tokens work with personal repositories and most organization repositories.
• Fine-grained Personal Access Token: Only required if your repository belongs to an organization that has disabled classic tokens and only accepts fine-grained tokens.

Tokens (classic) - Recommended

1. Go to GitHub Settings > Developer settings > Personal access tokens > Token (Classic) and create new token (or you can visit this link from GitHub)

   

2. Set the expiration date for your token (we recommend 90 days):

   • 
   • Holistics PR Workflow cannot function properly if the token is expired. So make sure to set the expiration date for your token to be far enough in the future.
   • 5 days before the token expires, you will see the inapp warning banner in Holistics.
     

3. Select scopes for your token

   • repo
   • admin:repo_hook
   

4. Click on Generate token

5. Copy the token and paste it in the Holistics dialog

Fine-grained Access Token

1. Go to GitHub Settings > Developer settings > Personal access tokens > Fine-grained tokens and create new token (or you can visit this link from GitHub)
   
2. Select the correct resource owner of your repository
   • 
3. Set the expiration date for your token (we recommend 90 days):
   • 
   • Holistics PR Workflow cannot function properly if the token is expired. So make sure to set the expiration date for your token to be far enough in the future.
   • 5 days before the token expires, you will see the inapp warning banner in Holistics.
     
4. Select the Repository that you have connected to Holistics
   
5. Set up Repository permissions:
   • Pull requests: Read only -> this is necessary for Holistics to create Pull Request in your repository from Holistics
   • Webhooks: Read and Write -> this is necessary for Holistics to check PR Status and set up Auto-Publish workflow
6. Click on Generate token
7. Copy the token and paste it in the Holistics dialog

Important Information

If your organization requires approval, an organization owner must approve this token before it can access private resources.

After pasting the token in Holistics, you may need to wait for approval before the integration becomes active

Step 3: Go back to Holistics, make changes, and create a PR

• Make changes to your files in Development Workspace. And then Commit
• Click on Create PR button in the top right corner
• After that, you will be redirected to GitHub to create a PR.
• Once the PR is created, back in Holistics, you will see the PR status has been updated in Holistics with Open status.

Step 4: Review, update, and approve the PR

• Once the PR is created, other people can review your PR and make comments.
• In the meantime, you can make changes to your PR in Holistics.

Step 5: Publish the PR

• Once the PR is approved and merged to master branch, the changes will be published to production automatically.
• If somehow the Publish process failed, you can try to publish it manually by clicking on Publish button in Holistics.
• In case you want to customize the Publish logic (for e.g., don't publish to production in weekend), you can use our Publish API instead of our normal Auto-Publish workflow.