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      story #10663 filtered view in kanban
    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
    Patricia Carrasco (pcar), Stephan Bill (stephanbill)
    Status
    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?
    Empty
    Details
    #10663
    Manuel Vacelet (vaceletm)
    2017-12-06 13:32
    2017-09-18 11:53
    4160

    References
    Referencing story #10663

    Artifact Tracker v5

    Git commit

    tuleap/tuleap/stable

    Follow-ups

    • User avatar
      Thomas Gerbet (tgerbet)2017-12-06 13:32
      gerrit #10110 and gerrit #10111 integrated int Tuleap 9.14.99.201.
    • User avatar
      Joris MASSON (jmasson)2017-12-05 09:50
      gerrit #10099 integrated into Tuleap 9.14.99.189

      • Status changed from On going to Done
    • User avatar
      Joris MASSON (jmasson)2017-12-04 16:41
      gerrit #10095 integrated into Tuleap 9.14.99.186
    • User avatar
      gerrit #10078 integrated into Tuleap 9.14.99.178
    • User avatar
      Joris MASSON (jmasson)2017-12-04 11:15
      gerrit #10092 integrated into Tuleap 9.14.99.177
    • User avatar
      gerrit #10075 integrated into Tuleap 9.14.99.171
    • User avatar
      gerrit #10066 integrated into Tuleap 9.14.99.164
    • User avatar
      gerrit #10066 integrated into Tuleap 9.14.99.164
    • User avatar
      • Acceptance criteria
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    • User avatar

      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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    • User avatar
      Joris MASSON (jmasson)2017-11-30 12:19
      gerrit #10056 integrated into Tuleap 9.14.99.143
    • User avatar
      Thomas Gerbet (tgerbet)2017-11-29 13:47
      gerrit #10044 integrated into Tuleap 9.14.99.134.
    • User avatar
      gerrit #9914 integrated into Tuleap 9.14.99.126
    • User avatar
      Thomas Gerbet (tgerbet)2017-11-27 10:42
      gerrit #9998 integrated into Tuleap 9.14.99.107.
    • User avatar
      Joris MASSON (jmasson)2017-11-24 14:44
      gerrit #9933 integrated into Tuleap 9.14.99.98
    • User avatar
      Thomas Gerbet (tgerbet)2017-11-23 09:55
      gerrit #9978 integrated into Tuleap 9.14.99.77.
    • User avatar
      gerrit #9965 integrated into Tuleap 9.14.99.65
    • User avatar
      gerrit #9963 integrated into Tuleap 9.14.99.63
    • User avatar
      gerrit #9908 integrated into Tuleap 9.14.99.56
    • User avatar
      gerrit #9946 integrated into Tuleap 9.14.99.50
    • User avatar
      Joris MASSON (jmasson)2017-11-16 10:27
      gerrit #9917 integrated into Tuleap 9.14.99.23

      • Status changed from To be done to On going
    • User avatar

      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
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    • 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

      Hi all,

      Here's a quick gif showing how the Kanban header is displayed with the report selector. "Show reports" and "Reports: <selectbox>" labels are likely to be changed in favor of "Cumulative flow chart" and maybe "Filter: <selectbox>".


    • User avatar

      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

      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

      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

      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
      It seems complete to me as well
    • User avatar
      Hi Manuel, I reviewed the Acceptance Criteria and to me, you have covered all areas.
    • User avatar

      @stephanbill @pcar do you agree with the acceptance criteria ?

      Did I forgot something ?


       


      • CC list set to Stephan Bill (stephanbill), Patricia Carrasco (pcar)
    • User avatar
      • Acceptance criteria
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      • Permissions set to