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      story #10663 filtered view in kanban
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    Summary
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    filtered view in kanban
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    The kanban view should be able to re-use the "Reports" defined in the corresponding trackers (only public reports). This would allow some use case like:

    • Filter cards to see only what is "Assigned to me"
      • As a tracker admin, create a public report "Assigned to me"
      • In expert mode sets "assigned_to = MYSELF()"
      • Then in kanban anybody can see cards who are assigned to them
    • Filter cards according to a team so PO can see all the cards but each team can reason only on cards that matters for them
      • As a tracker admin, create a public report "Assigned to A Team"
      • In regular mode, select in "Team" select box "A Team"
      • Then in kanban, "A Team" can see the work assigned to team members

    Acceptance criteria

    • Kanban admin can select reports to be used in kanban. If nothing is selected, the filter is not displayed. Only public reports are selectable.
    • The existing "filter" box (that already allow to search on kanban) placeholder is updated to avoid confusion with 2 "filter" labels
    • The kanban template is updated to propose a "Assigned to me" report by default (selected in kanban allowed report)
    • When at least 1 report is selected
      • There is a select box in the kanban view to select reports defined in tracker (shows only public reports)
      • When a report is selected, the page is refereshed (kanban page or dashboard in case of widget) with the matching artifacts
      • On a filtered view, when someone create a new artifact that doesn't match the report, the card is created and displayed normally but will disappear at next page reload
    • Tuleap consistency
      • Realtime:
        • When cards are updated while in filtered view, I'll get a message to inform me about the potential inconsistencies
      • Cumulative flow chart should reflect the filtered view
    By Benjamin Dauton (bdauton_enalean)
    (2 MB)
    kanban_reports.gif
    Patricia Carrasco (pcar), Stephan Bill (stephanbill)
    Status
    Empty
    Done
    Development
    • [ ] Does it involves User Interface? 
    • [ ] Are there any mockups?
    • [ ] Are permissions checked?
    • [ ] Does it need Javascript development?
    • [ ] Does it need a forge upgrade bucket?
    • [ ] Does it need to execute things in system events?
    • [ ] Does it impact project creation (templates)?
    • [ ] Is it exploratory?
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    Details
    #10663
    Manuel Vacelet (vaceletm)
    2017-12-06 13:32
    2017-09-18 11:53
    4430

    References
    Artifact links
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    Referencing story #10663

    Artifact Tracker v5

    rel #10588 9.15

    Git commit

    tuleap/tuleap/stable

    Extract TrackerReportUpdater from /REST 561634bee0
    User avatar Thomas Gorka (tgorka) , 2017-12-04 16:03
    be able to select a filter 5da352ed75
    User avatar Juliana Leclaire (juliana) , 2017-11-16 09:42
    Move FromWhere to Report\Query a960d6a767
    User avatar Joris MASSON (jmasson) , 2017-11-20 11:53
    Add tracker_report_id parameter to kanban backlog REST route 918d45614a
    User avatar Joris MASSON (jmasson) , 2017-11-20 13:47
    Add tracker_report_id parameter to kanban column items REST route edcc8f92a1
    User avatar Joris MASSON (jmasson) , 2017-11-21 11:05
    Add tracker_report_id parameter to kanban archive REST route ac817adb75
    User avatar Joris MASSON (jmasson) , 2017-11-21 11:30
    Add tracker_report_id parameter to cumulative flow REST route ef3bdd327d
    User avatar Joris MASSON (jmasson) , 2017-11-22 11:59
    Selecting a filter should apply the Report filter to the kanban (see desc) 628b95eefa
    User avatar Juliana Leclaire (juliana) , 2017-11-24 10:06
    Filter cumulative flow with Tracker report d4dfe80076
    User avatar Joris MASSON (jmasson) , 2017-11-27 10:06
    Reuse ReportArtifactFactory in trackers/:id/artifacts 969cc9d102
    User avatar Joris MASSON (jmasson) , 2017-11-28 16:03
    Reuse ReportArtifactFactory in tracker_reports/:id/artifacts 6f45c81a79
    User avatar Joris MASSON (jmasson) , 2017-11-28 18:41
    Add alert when the kanban is filtered and a card is updated 4616fbdd7d
    User avatar Juliana Leclaire (juliana) , 2017-11-30 11:48
    Change "Filter" placeholder 8aa7fa065a
    User avatar Joris MASSON (jmasson) , 2017-12-01 09:46
    Create PUT kanban/:id/tracker_reports 23398a599e
    User avatar Yannis ROSSETTO (rossettoy) , 2017-12-01 15:00
    Add the "Assigned to me" report in kanban's template e1f992814e
    User avatar Thomas Gorka (tgorka) , 2017-12-04 10:08
    In kanban edit modal, choose selectable tracker reports 5c338290e5
    User avatar Joris MASSON (jmasson) , 2017-12-04 10:05
    The "Assigned to me" report should be configured for new kanbans dd29cb419e
    User avatar Thomas Gorka (tgorka) , 2017-12-04 15:51
    Hide WIP badge when kanban is filtered b1ff8aa196
    User avatar Benjamin Dauton (bdauton_enalean) , 2017-12-06 10:38
    At first load, closed columns should be filtered b3a1df0bb1
    User avatar Joris MASSON (jmasson) , 2017-12-05 17:42
    Display settings

    Follow-ups

    User avatar
    Manuel Vacelet (vaceletm)2017-11-30 16:00
    • Acceptance criteria
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    User avatar
    Manuel Vacelet (vaceletm)2017-11-30 15:34

    Update acceptance criteria after first end user tests. Major change is to force kanban admin to select the reports that are meaningful to add.

    • Acceptance criteria
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      Only formatting have been changed, you should switch to markup to see the changes
    User avatar
    Manuel Vacelet (vaceletm)2017-11-09 14:25

    Hi Laurence,

    Yes, the reports can be modified at tracker side after selection.

    Actually, for this first story we removed from acceptance criteria the management of "default report" associated to a kanban. We propose to first implement the filter and if the behaviour is correct and the need of defining a default report exist, then we will create a new story to manage that.

    Following the technical meeting today I also updated the AC regarding Realtime.

    • Acceptance criteria
      Something went wrong, the follow up content couldn't be loaded
      Only formatting have been changed, you should switch to markup to see the changes
    User avatar
    Laurence Terrien (ltn)2017-11-09 13:51

    Hello Benjamin

    Once a report is selected, can we add a new criteria with the regular filter area ?

    Regards

    Laurence

     

    User avatar
    Manuel Vacelet (vaceletm)2017-10-05 09:09

    Hello Laurence,

    * For me the second proposal : "Warning signs" refers to the total number of cards in the column, regardthless to the filter ?
    WIP refers to the team

    I don't get your point, could you clarify ?

    User avatar
    Laurence Terrien (ltn)2017-10-04 17:42
    Hello,

    * For me the second proposal : "Warning signs" refers to the total number of cards in the column, regardthless to the filter ?
    WIP refers to the team

    Regards
    Laurence
    User avatar
    Manuel Vacelet (vaceletm)2017-10-04 16:58

    After today's discussion, the WIP question is a very complex one. Let summarize:

    It might be interesting to adapt the WIP to the selected filter. For instance if we want to filter on a "Team" field, different teams might have different WIP

    • The UI might become complex, how to inform users that the WIP change when the filter change ?
    • How to inform "admins" that they might set different WIP according to filters
    • Who is able to set those WIP ?
      • if we filter on teams, it's expected that team members might set this value but as of today only tracker admins can
      • It's even more complex if we start to filter on people because 1 filter (assigned_to = MYSELF()) might correspond to several different person  => who gonna set the value ? how will we know it's a "filter on myself" report ?

    As a first step, the WIP feature should probably be completly desactivated when using a filtered view. it's probably the less invasive choice. Otherwise we will get a column in "Warning" mode because WIP is greater than 5 but only display 2 cards because of filter

    User avatar
    Manuel Vacelet (vaceletm)2017-10-04 14:32

    A question arose during discussion with the team: what about the WIP when using filters ?

    Given a WIP is defined on a given column, what should happen when cards are filtered:

    • "Warning signs" adapts to the number of cards in filtered view ?
    • "Warning signs" refers to the total number of cards in the column, regardthless to the filter ?
    • Should WIP completly be ignored in filtered view ?
    User avatar
    Manuel Vacelet (vaceletm)2017-09-29 11:23

    For the use case "MyCards", would it be simpler to have a click button "view my cards",  independantly of the reports ?

    For this precise use case, yes of course. It was the first example that came to my mind, maybe not the best.

    By default no filter should be activated (even default report),

    Ok, make sense

    and it is possible to desactivate current report on kanban.

    I'm not sure to get this one.

    Do you mean that, if there is a default report associated to a kanban, it should be possible, as a simple user, to remove this filter ?

    What is the impact on kanban widget, could we get different kanban dashboard (widget kanban) with different filters ?

    As of today, the widget is an import of the kanban (including the configuration) in the dashboard. If we want to have a kanban with a different / filtered view on a dashboard it would need to have a specific configuration associated with the widget.

    Please note that we cannot have 2 kanbans on the same dasbhoard due to AngularJs.

    User avatar
    Laurence Terrien (ltn)2017-09-28 13:28

    Hi,

    For the use case "MyCards", would it be simpler to have a click button "view my cards",  independantly of the reports ?

    By default no filter should be activated (even default report), and it is possible to desactivate current report on kanban.

    What is the impact on kanban widget, could we get different kanban dashboard (widget kanban) with different filters ?

    regards

    Laurence

     

     

    User avatar
    Patricia Carrasco (pcar)2017-09-27 13:53
    Hi Manuel, I reviewed the Acceptance Criteria and to me, you have covered all areas.
    User avatar
    Manuel Vacelet (vaceletm)2017-09-27 11:35
    • Acceptance criteria
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      Only formatting have been changed, you should switch to markup to see the changes
    • Permissions set to