FusionForge

Tracker/6.1

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Revision as of 21:52, 7 December 2017 by Nerville (talk | contribs) (Effort Units)

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FusionForge provides a complete and powerful issue/bug/feature tracking system.

Main Features

  • unlimited number of trackers. A tracker is a specific set of permission per role, a complete configuration of fields, workflow, etc. Each tracker can be set independently providing a large amount of freedom.
  • unlimited number of artifacts. Each artifact has his unique id.
  • role based access per tracker.
  • workflow per tracker. Linking fields with role to define a full life cycle of the artifact.
  • custom fields per tracker. To extend default fields of an artifact to enhance the experience and the use.

Plugin extensions

tracker system can be extended using the following plugins:

Available Widgets

user oriented widgets

project oriented widgets

Activation

To enable this system at forge level, the configuration flag use_tracker must be set to yes. Per project, the system can be enable/disable through the Project admin page.

Trackers Main Page

Ff-tracker-mainpage.png

The Project Trackers Main Page displays a submenu and a 4-column table listing each available tracker. Permissions apply, i.e. only accessible trackers to the user are displayed.

Submenu

  • View Trackers: point to the Trackers Main Page
  • Roadmap: point to the roadmap feature.
  • Reporting: some graphical reports on trackers usage.
  • Administration: link to Administrative page to create new tracker and get direct access to the dedicated Administrative page of each tracker or to manage the roadmap feature.

Tracker Listing

The table has the following columns. Click on column title to reorder.

  • Tracker Name
  • Tracker Description
  • Total of open artifacts
  • Total of artifacts

Tracker

Ff-tracker-create-tracker.png

Creation

Tracker creation requires:

  • a name
  • a description

Optionally:

  • an unique email address to set any new artifact submission
  • tick send email on all changes to receive notification on all modification/creation of artifacts in this tracker.

The following fields are not used but still displayed:

  • Days till considered overdue
  • Days till pending tracker items timeout

Submission notes can be set. These notes are displayed on the Submit New artifact page. Browse notes can be set. These notes are displayed on the Browse page.

To create a new tracker, click on Administration tab from the Tracker Main page, fill the required fields and click on Submit. User requires Trackers Administration permission.

Permissions

Trackers Administrative Permission block in Role
Per Tracker Permission block in Role

Relying on RBAC, tracker permissions are splitted into 2 groups.

  • Trackers administration permissions:
    • No administrative access: when set, then the per tracker permission apply.
    • Trackers Administration: when set, then role has full access to any tracker and any action over tracker
  • Per tracker permissions:
    • No access: This setting forbids access to any artifacts of this tracker (tracker not visible in the browse page, no visibility in the project activity tab, ...)
    • Read only
    • Read & submit
    • Technician
    • Manager
    • Tech & Manager
    • Read & submit + vote
    • Technician + vote
    • Manager + vote
    • Tech & Manager + vote

The section Default for new tracker applies when new tracker is created.

Advanced Configuration

Once a tracker is created and permissions set, it is possible to adjust the configuration to fit specific usage.

Update settings

Once tracker created, user can modify the following elements:

  • name of the tracker
  • description of the tracker
  • unique email address used to send notification on creation
  • check/uncheck send notice on all changes
  • days till considered overdue (not used)
  • days till pending tracker items time out (not used)
  • free form text for the “Submit New” page
  • free form text for the Browse page

Click on Submit to validate modification.

notice: in some case, on old FusionForge installation, name and description cannot be modified.

Effort Units

This feature is to track time spent on artifact. Time value can be anything but should be meaningful such as hour, day, week. Time values are inherited by default by the parent definition. Tracker inherits from project. Project inherits from the Forge itself. At each level, user can redefine the values, i.e: a tracker can have his own definition of a day. For instance, a day can be 7 hours of work only. Effort units are used as reference values in the Effort custom field.

Fields

Each tracker comes with default fields and can be enhanced with custom fields which may overwrite default fields. Each field have properties (name and values are the obvious one). Each artifact is defined by value of each field.

Default Fields
  • Id: automatically generated. Incremented.
  • Summary: manual entry
  • Description: manual entry
  • Submitted by: automatically set on artifact creation
  • Open date (Date Submitted): automatically set on artifact creation
  • Last modified date: automatically set on artifact modification
  • Last modified by: automatically set on artifact modification
  • Closed date: automatically set on artifact modification
  • Data Type: manual entry
  • State: manual entry. By default, State is set to open on artifact creation. This field comes with 2 values by default: open or close. The custom field Status overwrites this field.
  • Priority: manual entry
Custom Fields

custom fields page

Workflow

Canned Responses

Browse custom list

By default, the following fields are displayed:

  • Id
  • Summary
  • Open Date
  • Assigned to
  • Submitted by
  • Priority

This list can be modified in the Administration Menu > Customize List entry. The field list can be reordered. New field can be added, based on existing default fields and custom fields. Field can be also removed from the list using the delete action.
The Id field cannot be removed. This field is mandatory to get Mass Update action.

Template Tracker

Delete

Browse Page

Ff-tracker-browse-default-view.png

The browse page is organized into 4 areas and a main listing resulting of filtering. The 4 areas are:

  • the dynamic submenu (1)
  • the paging preference access (2)
  • the Query builder block (3)
  • the Mass Update block (4)

The main listing displays the column as selected in configuration of the tracker (See how to customize this list). The number of artifacts is according the paging preference and/or the max. number of artifacts found.

Submenu

The submenu is dynamic depending on the action user is doing and user permissions. On the browsing page, the submenu contains the following elements:

  • View Trackers: point to entry page of the tracking system of the project
  • <name of the tracker>: point to the browse page itself
  • Export CSV: point to Export page.
  • Submit New: point to the artifact creation page. Requires submit permission to get this submenu entry.
  • Reporting: point to the reporting/statistic page. Requires to have manager permission.
  • Monitor: enable/disable monitoring this tracker. Requires to be logged and having read permission.
  • Administration: point to administration page. Requires Administrative permissions.

Paging preference

Only available if user is logged.
The paging preference can be modify on this page to select the number of artifacts displayed. This preference is unique per user across the forge. Default value is 25. Modifying here the paging preference will modify it to all pages using the paging system such as document browse page.

Queries

Two kind of queries are available:

  • Advanced query: using the powerful Query builder to create specific query to apply on filtering.
  • Simple filtering and sorting: where user can select ordering or filtering artifact list.

See Query builder page for more information.

Mass Update

By default, the Mass Update block is collapsed. To open the block, click on the small arrow on top left of the border.
Ticked artifacts can be massed updated. Only select or multiselect type of custom fields can be mass-updated.

Import/Export

CSV export

Forge command line

The forge binary located in the ~/bin/ directory. It provides functions to import/export artifact, tracker.

More information about forge command line here

Reporting

Artifacts

Display view configuration

There is 2 options to configure the view of an artifact.

  • Use the default 2-columns view with an advanded PHP/html template mechanism
  • Use the widget system to organize the elements in the artifact page.

Default view

Custom Field Rendering Template

The default 2-columns table can be modify to reorder the custom fields. It requires HTML skills. Only reordering of custom fields is possible. The 2-columns view cannot be modified. Once modified, to reset the default 2-columns, the delete template link must be used.

Artifact Tracker Widget View

This view reuses the Widget System available for Forge, Project and User homepage. It provides the ability to organize the display per tracker. By default, the following widgets are activated and cannot be disabled or minimzed:

When tracker has custom fields, the specific multi-instance Content Widget must be used.

To enable this view, the configuration flag use_tracker_widget_display must be set to yes. This setting is forge-wide.

Submit New

FusionForge Tracker New Artifact Form: default 2 columns view

Modify existing

FusionForge Tracker Modify Artifact Form: widget view

Roadmap

View Roadmap

Administration

Ff-tracker-roadmap-listing.png