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Pie chart of the work item allocation by portfolio item (using dates instead of Release filter)

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#Work Item Allocation by Portfolio

Summary/Description

Pie chart of allocation of "leaf" stories (Stories with no story children) in the currently selected Project Scope by portfolio item.

Allocation can be calculated by leaf story count or sum of leaf story plan estimate.

This app (optionally) uses a page-level Release filter. If specified, the Release Start Date and Release End Date are determined by the page-level Release filter. If a page-level Release filter is not used, the App Settings support explicitly specifying a Release Start Date and a Release End Date. User Stories in the currently selected Project Scope that have been Accepted and/or In Progress (depending on how the "Include Work in Progress" option is specified) between the specified Release Start Date and Release End Date will be included in the data.

screenshot

App Settings

  • The Portfolio Item Type that allocation is shown for is a configuration in the App Settings.
  • Calculation Type (story count or story points) is also configured in the app settings.
  • Include Work in Progress - if checked, User Stories which were In Progress anytime during the specified time period will be included in the data. If unchecked, only User Stories which were Accepted during the specified time period will be included in the data.
  • Release Start Date and Release End Date can be specified if the page-level filter is not defined. In this case, User Stories in the currently selected Project Scope that have been Accepted and/or In Progress (depending on how the "Include Work in Progress" option is specified) between the defined Release Start Date and the Release End Date will be included in the data. (Release Start Date and Release End Date in App Settings are ignored if a page-level Release filter is defined.)
  • Query - The data set can be further filtered using a hard-coded query. The basis of the query is the User Story level.

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

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. Create this to create a debug version of the app, to run the slow test specs and/or to use grunt to install the app in your test environment. It should look like: { "username":"[email protected]", "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).

To use this task, you must create an auth.json file that contains the following keys: { "username": "[email protected]", "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": "[email protected]", "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 and deploy as shown in the deploy section above.

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