feat: add optional state propagation from parent to sub-work items

apps/api/plane/app/views/issue/base.py

@@ -69,6 +69,7 @@
     issue_queryset_grouper,
 )
 from plane.utils.host import base_host
+from plane.utils.sub_issue_state_propagation import propagate_state_to_sub_issues
 from plane.utils.issue_filters import issue_filters
 from plane.utils.order_queryset import order_issue_queryset
 from plane.utils.paginator import GroupedOffsetPaginator, SubGroupedOffsetPaginator
@@ -630,6 +631,12 @@ def partial_update(self, request, slug, project_id, pk=None):
         queryset = self.apply_annotations(queryset)
 
         skip_activity = request.data.pop("skip_activity", False)
+        propagate_state_to_sub_issues_flag = request.data.pop("propagate_state_to_sub_issues", False)
+        if not isinstance(propagate_state_to_sub_issues_flag, bool):
+            return Response(
+                {"propagate_state_to_sub_issues": ["This field must be a boolean."]},
+                status=status.HTTP_400_BAD_REQUEST,
+            )
         is_description_update = request.data.get("description_html") is not None
 
         issue = (
@@ -710,6 +717,15 @@ def partial_update(self, request, slug, project_id, pk=None):
                     issue_id=str(serializer.data.get("id", None)),
                     user_id=request.user.id,
                 )
+            if propagate_state_to_sub_issues_flag and "state_id" in request.data:
+                issue = Issue.issue_objects.select_related("state").get(pk=issue.id)
+                propagate_state_to_sub_issues(
+                    parent=issue,
+                    new_state=issue.state,
+                    actor=request.user,
+                    workspace_slug=slug,
+                    origin=base_host(request=request, is_app=True),
+                )
             return Response(status=status.HTTP_204_NO_CONTENT)
         return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST)
 

apps/api/plane/tests/unit/utils/test_sub_issue_state_propagation.py

@@ -0,0 +1,168 @@
+# Copyright (c) 2023-present Plane Software, Inc. and contributors
+# SPDX-License-Identifier: AGPL-3.0-only
+# See the LICENSE file for details.
+
+from unittest.mock import patch
+
+import pytest
+
+from plane.db.models import Issue, Project, ProjectMember, State, Workspace
+from plane.utils.sub_issue_state_propagation import (
+    propagate_state_to_sub_issues,
+    resolve_target_state,
+    user_can_edit_issue,
+)
+
+
+@pytest.fixture
+def project(workspace, create_user):
+    return Project.objects.create(
+        name="Test Project",
+        identifier="TP",
+        workspace=workspace,
+        created_by=create_user,
+    )
+
+
+@pytest.fixture
+def todo_state(project):
+    return State.objects.create(
+        name="Todo",
+        project=project,
+        group="unstarted",
+        color="#60646C",
+    )
+
+
+@pytest.fixture
+def done_state(project):
+    return State.objects.create(
+        name="Done",
+        project=project,
+        group="completed",
+        color="#46A758",
+    )
+
+
+@pytest.fixture
+def parent_issue(workspace, project, todo_state, create_user):
+    return Issue.objects.create(
+        name="Parent Issue",
+        workspace=workspace,
+        project=project,
+        state=todo_state,
+        created_by=create_user,
+    )
+
+
+@pytest.fixture
+def sub_issue(workspace, project, todo_state, create_user, parent_issue):
+    return Issue.objects.create(
+        name="Sub Issue",
+        workspace=workspace,
+        project=project,
+        state=todo_state,
+        parent=parent_issue,
+        created_by=create_user,
+    )
+
+
+@pytest.mark.unit
+class TestResolveTargetState:
+    @pytest.mark.django_db
+    def test_returns_same_state_for_same_project(self, project, todo_state):
+        assert resolve_target_state(todo_state, project.id) == todo_state
+
+    @pytest.mark.django_db
+    def test_resolves_state_by_group_and_name(self, workspace, create_user, todo_state):
+        other_project = Project.objects.create(
+            name="Other Project",
+            identifier="OP",
+            workspace=workspace,
+            created_by=create_user,
+        )
+        other_todo = State.objects.create(
+            name="Todo",
+            project=other_project,
+            group="unstarted",
+            color="#60646C",
+        )
+        assert resolve_target_state(todo_state, other_project.id) == other_todo
+
+    @pytest.mark.django_db
+    def test_falls_back_to_group_state(self, workspace, create_user, todo_state):
+        other_project = Project.objects.create(
+            name="Other Project",
+            identifier="OP",
+            workspace=workspace,
+            created_by=create_user,
+        )
+        fallback_state = State.objects.create(
+            name="Backlog",
+            project=other_project,
+            group="unstarted",
+            color="#60646C",
+            sequence=1000,
+        )
+        assert resolve_target_state(todo_state, other_project.id) == fallback_state
+
+
+@pytest.mark.unit
+class TestPropagateStateToSubIssues:
+    @pytest.mark.django_db
+    @patch("plane.utils.sub_issue_state_propagation.issue_activity.delay")
+    def test_propagates_state_to_direct_sub_issues(
+        self, mock_issue_activity, workspace, create_user, parent_issue, sub_issue, done_state
+    ):
+        ProjectMember.objects.create(
+            workspace=workspace,
+            project=parent_issue.project,
+            member=create_user,
+            role=20,
+        )
+
+        updated_ids = propagate_state_to_sub_issues(
+            parent=parent_issue,
+            new_state=done_state,
+            actor=create_user,
+            workspace_slug=workspace.slug,
+            origin="http://localhost",
+        )
+
+        sub_issue.refresh_from_db()
+        assert updated_ids == [str(sub_issue.id)]
+        assert sub_issue.state_id == done_state.id
+        assert sub_issue.completed_at is not None
+        mock_issue_activity.assert_called_once()
+
+    @pytest.mark.django_db
+    @patch("plane.utils.sub_issue_state_propagation.issue_activity.delay")
+    def test_skips_sub_issues_user_cannot_edit(
+        self, mock_issue_activity, workspace, create_user, parent_issue, sub_issue, done_state, user_data
+    ):
+        from plane.db.models import User
+
+        other_user = User.objects.create(
+            email="other@plane.so",
+            first_name="Other",
+            last_name="User",
+        )
+        sub_issue.created_by = other_user
+        sub_issue.save()
+
+        updated_ids = propagate_state_to_sub_issues(
+            parent=parent_issue,
+            new_state=done_state,
+            actor=create_user,
+            workspace_slug=workspace.slug,
+            origin="http://localhost",
+        )
+
+        sub_issue.refresh_from_db()
+        assert updated_ids == []
+        assert sub_issue.state_id != done_state.id
+        mock_issue_activity.assert_not_called()
+
+    @pytest.mark.django_db
+    def test_user_can_edit_issue_for_creator(self, workspace, create_user, sub_issue):
+        assert user_can_edit_issue(create_user, workspace.slug, sub_issue) is True

apps/api/plane/utils/sub_issue_state_propagation.py

@@ -0,0 +1,100 @@
+# Copyright (c) 2023-present Plane Software, Inc. and contributors
+# SPDX-License-Identifier: AGPL-3.0-only
+# See the LICENSE file for details.
+
+import json
+
+from django.utils import timezone
+
+from plane.app.permissions.base import ROLE
+from plane.bgtasks.issue_activities_task import issue_activity
+from plane.db.models import Issue, ProjectMember, State, WorkspaceMember
+
+
+def user_can_edit_issue(user, workspace_slug, issue):
+    """Check if the user can edit an issue, mirroring partial_update permissions."""
+    if issue.created_by_id == user.id:
+        return True
+
+    allowed_roles = [ROLE.ADMIN.value, ROLE.MEMBER.value]
+    if ProjectMember.objects.filter(
+        member=user,
+        workspace__slug=workspace_slug,
+        project_id=issue.project_id,
+        role__in=allowed_roles,
+        is_active=True,
+    ).exists():
+        return True
+
+    return (
+        ProjectMember.objects.filter(
+            member=user,
+            workspace__slug=workspace_slug,
+            project_id=issue.project_id,
+            is_active=True,
+        ).exists()
+        and WorkspaceMember.objects.filter(
+            member=user,
+            workspace__slug=workspace_slug,
+            role=ROLE.ADMIN.value,
+            is_active=True,
+        ).exists()
+    )
+
+
+def resolve_target_state(new_state, target_project_id):
+    """Resolve the equivalent state for a sub-issue's project."""
+    if str(new_state.project_id) == str(target_project_id):
+        return new_state
+
+    # Prefer a state with the same group and name in the target project
+    matching_state = State.objects.filter(
+        project_id=target_project_id,
+        group=new_state.group,
+        name=new_state.name,
+    ).first()
+    if matching_state:
+        return matching_state
+
+    # Fall back to any state in the same group
+    return State.objects.filter(project_id=target_project_id, group=new_state.group).order_by("sequence").first()
+
+
+def propagate_state_to_sub_issues(parent, new_state, actor, workspace_slug, origin):
+    """
+    Propagate a state change from a parent issue to its direct sub-issues.
+    Returns the list of updated sub-issue IDs.
+    """
+    if not new_state:
+        return []
+
+    sub_issues = Issue.issue_objects.filter(parent_id=parent.id, workspace=parent.workspace).select_related("state")
+    updated_sub_issue_ids = []
+
+    for sub_issue in sub_issues:
+        if not user_can_edit_issue(actor, workspace_slug, sub_issue):
+            continue
+
+        target_state = resolve_target_state(new_state, sub_issue.project_id)
+        if not target_state or sub_issue.state_id == target_state.id:
+            continue
+
+        current_instance = json.dumps({"state_id": str(sub_issue.state_id)})
+        sub_issue.state = target_state
+        sub_issue.updated_by = actor
+        sub_issue.save()
+
+        issue_activity.delay(
+            type="issue.activity.updated",
+            requested_data=json.dumps({"state_id": str(target_state.id)}),
+            actor_id=str(actor.id),
+            issue_id=str(sub_issue.id),
+            project_id=str(sub_issue.project_id),
+            current_instance=current_instance,
+            epoch=int(timezone.now().timestamp()),
+            notification=True,
+            origin=origin,
+        )
+        updated_sub_issue_ids.append(str(sub_issue.id))
+
+    return updated_sub_issue_ids

apps/web/core/components/issues/issue-detail/root.tsx

@@ -16,6 +16,7 @@ import { EIssuesStoreType } from "@plane/types";
 import emptyIssue from "@/app/assets/empty-state/issue.svg?url";
 // components
 import { EmptyState } from "@/components/common/empty-state";
+import { PropagateStateModalRoot } from "@/components/issues/propagate-state-modal";
 // hooks
 import { useAppTheme } from "@/hooks/store/use-app-theme";
 import { useIssueDetail } from "@/hooks/store/use-issue-detail";
@@ -266,6 +267,7 @@ export const IssueDetailRoot = observer(function IssueDetailRoot(props: TIssueDe
 
       {/* peek overview */}
       <IssuePeekOverview />
+      <PropagateStateModalRoot />
     </>
   );
 });

apps/web/core/components/issues/issue-detail/sidebar.tsx

@@ -35,6 +35,8 @@ import { useIssueDetail } from "@/hooks/store/use-issue-detail";
 import { useMember } from "@/hooks/store/use-member";
 import { useProject } from "@/hooks/store/use-project";
 import { useProjectState } from "@/hooks/store/use-project-state";
+// helpers
+import { updateIssueStateWithPropagation } from "@/helpers/issue-state-update";
 // components
 import { IssueParentSelectRoot } from "@/components/issues/parent-select-root";
 import { SidebarPropertyListItem } from "@/components/common/layout/sidebar/property-list-item";
@@ -59,6 +61,7 @@ export const IssueDetailsSidebar = observer(function IssueDetailsSidebar(props:
   const { areEstimateEnabledByProjectId } = useProjectEstimates();
   const {
     issue: { getIssueById },
+    subIssues: { fetchSubIssues },
   } = useIssueDetail();
   const { getUserDetails } = useMember();
   const { getStateById } = useProjectState();
@@ -77,6 +80,18 @@ export const IssueDetailsSidebar = observer(function IssueDetailsSidebar(props:
   const maxDate = issue.target_date ? getDate(issue.target_date) : null;
   maxDate?.setDate(maxDate.getDate());
 
+  const handleStateChange = async (stateId: string) => {
+    await updateIssueStateWithPropagation({
+      currentStateId: issue.state_id,
+      newStateId: stateId,
+      subIssuesCount: issue.sub_issues_count ?? 0,
+      onUpdate: async (data) => issueOperations.update(workspaceSlug, projectId, issueId, data),
+      afterPropagate: async () => {
+        await fetchSubIssues(workspaceSlug, projectId, issueId);
+      },
+    });
+  };
+
   return (
     <>
       <div className="flex h-full w-full flex-col items-center divide-y-2 divide-subtle-1 overflow-hidden">
@@ -86,7 +101,7 @@ export const IssueDetailsSidebar = observer(function IssueDetailsSidebar(props:
             <SidebarPropertyListItem icon={StatePropertyIcon} label={t("common.state")}>
               <StateDropdown
                 value={issue?.state_id}
-                onChange={(val) => issueOperations.update(workspaceSlug, projectId, issueId, { state_id: val })}
+                onChange={handleStateChange}
                 projectId={projectId?.toString() ?? ""}
                 disabled={!isEditable}
                 buttonVariant="transparent-with-text"

apps/web/core/components/issues/issue-layouts/issue-layout-HOC.tsx

@@ -9,6 +9,7 @@ import { observer } from "mobx-react";
 import { EIssueLayoutTypes } from "@plane/types";
 // components
 import { LayoutErrorBoundary } from "@/components/common/layout-error-boundary";
+import { PropagateStateModalRoot } from "@/components/issues/propagate-state-modal";
 import { CalendarLayoutLoader } from "@/components/ui/loader/layouts/calendar-layout-loader";
 import { GanttLayoutLoader } from "@/components/ui/loader/layouts/gantt-layout-loader";
 import { KanbanLayoutLoader } from "@/components/ui/loader/layouts/kanban-layout-loader";
@@ -59,5 +60,10 @@ export const IssueLayoutHOC = observer(function IssueLayoutHOC(props: Props) {
     return <IssueLayoutEmptyState storeType={storeType} />;
   }
 
-  return <LayoutErrorBoundary key={layout}>{props.children}</LayoutErrorBoundary>;
+  return (
+    <LayoutErrorBoundary key={layout}>
+      {props.children}
+      <PropagateStateModalRoot />
+    </LayoutErrorBoundary>
+  );
 });