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Group User Stories by "Expense Category" and display the percent of total effort for each category

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Effort By Expense Category

Summary/Description

Summary Details

Load stories accepted within a data range configured in the app settings. Group them by their Project Name + Feature Name + c_ExpenseCategory value.

Display each group as a row, including data about the parent Portfolio Items. For each group, calculate a % of Effort metric which is the sum of the PlanEstimate values for all stories in the group, divided by the sum of PlanEstimate values for all stories in that group's Project. Also, display the PortfolioItem/Deliverable State as an icon. If the value is "Done", display a checkmark, otherwise, display a blank value (ignoring any other State values).

For example, if there are two stories in Project Foo, both with a PlanEstimate of 1, but with different ExpenseCategory (or Deliverable), then there will be two rows in the table, each with a % of Effort value of 50%.

The full list of user stories accepted within the date range is available on the Details tab, or by expanding each row in the Summary tab.

Data from both tables can be exported in CSV format, however the summary table does NOT export the expanded row story information.

Finally, all stories are expected to be assigned to a PortfolioItem/Deliverable, PortfolioItem/Project and PortfolioItem/Initiative. Also, the Deliverable state must NOT be "Done". Any rows that violate these rules have the corresponding column highlighted in red.

Assumes:

  • Portfolio Item Hierarchy of Deliverable (lowest) -> Project -> Initiative (highest)
  • HierarchicalRequirement (User Story) has custom field of c_ExpenseCategory
  • The PortfolioItem/Deliverable State from today, not from the end of the date range.

Development Notes

First Load

If you've just downloaded this from github and you want to do development, you're going to need to have these installed:

  • node.js
  • grunt-cli
  • grunt-init

Since you're getting this from github, we assume you have the command line version of git also installed. If not, go get git.

If you have those three installed, just type this in the root directory here to get set up to develop:

npm install

Deployment & Tests

If you want to use the automatic deployment mechanism, be sure to use the makeauth task with grunt to create a local file that is used to connect to Rally. This resulting auth.json file should NOT be checked in.

Structure

  • src/javascript: All the JS files saved here will be compiled into the target html file
  • src/style: All of the stylesheets saved here will be compiled into the target html file
  • test/fast: Fast jasmine tests go here. There should also be a helper file that is loaded first for creating mocks and doing other shortcuts (fastHelper.js) Tests should be in a file named -spec.js
  • test/slow: Slow jasmine tests go here. There should also be a helper file that is loaded first for creating mocks and doing other shortcuts (slowHelper.js) Tests should be in a file named -spec.js
  • templates: This is where templates that are used to create the production and debug html files live. The advantage of using these templates is that you can configure the behavior of the html around the JS.
  • config.json: This file contains the configuration settings necessary to create the debug and production html files.
  • package.json: This file lists the dependencies for grunt
  • auth.json: This file should NOT be checked in. This file is needed for deploying and testing. You can use the makeauth task to create this or build it by hand in this' format: { "username":"you@company.com", "password":"secret", "server": "https://rally1.rallydev.com" }

Usage of the grunt file

Tasks

grunt debug

Use grunt debug to create the debug html file. You only need to run this when you have added new files to the src directories.

grunt build

Use grunt build to create the production html file. We still have to copy the html file to a panel to test.

grunt test-fast

Use grunt test-fast to run the Jasmine tests in the fast directory. Typically, the tests in the fast directory are more pure unit tests and do not need to connect to Rally.

grunt test-slow

Use grunt test-slow to run the Jasmine tests in the slow directory. Typically, the tests in the slow directory are more like integration tests in that they require connecting to Rally and interacting with data.

grunt deploy

Use grunt deploy to build the deploy file and then install it into a new page/app in Rally. It will create the page on the Home tab and then add a custom html app to the page. The page will be named using the "name" key in the config.json file (with an asterisk prepended).

You can use the makeauth task to create this file OR construct it by hand. Caution: the makeauth task will delete this file.

The auth.json file must contain the following keys: { "username": "fred@fred.com", "password": "fredfredfred", "server": "https://us1.rallydev.com" }

(Use your username and password, of course.) NOTE: not sure why yet, but this task does not work against the demo environments. Also, .gitignore is configured so that this file does not get committed. Do not commit this file with a password in it!

When the first install is complete, the script will add the ObjectIDs of the page and panel to the auth.json file, so that it looks like this:

{ "username": "fred@fred.com", "password": "fredfredfred", "server": "https://us1.rallydev.com", "pageOid": "52339218186", "panelOid": 52339218188 }

On subsequent installs, the script will write to this same page/app. Remove the pageOid and panelOid lines to install in a new place. CAUTION: Currently, error checking is not enabled, so it will fail silently.

grunt watch

Run this to watch files (js and css). When a file is saved, the task will automatically build, run fast tests, and deploy as shown in the deploy section above.

grunt makeauth

This task will create an auth.json file in the proper format for you. Be careful this will delete any existing auth.json file. See grunt deploy to see the contents and use of this file.

grunt --help

Get a full listing of available targets.

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Group User Stories by "Expense Category" and display the percent of total effort for each category

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