Extreme Management tool 2.0 (Mar 18, 2009)

This release brings major improvements in reporting and planning and time registration.

For additional information about this project, please visit the overview page .

Available downloads

Products.eXtremeManagement-2.0.tar.gz

For all platforms (0 kB)

XM Theme package

For all platforms (377KB)

Feature enhancements in this release

The following features are associated with this release:

Time registration: Add a view in which an employee can see how many hours he has booked each day.
Integrate with Poi (or other issue trackers): Integrate xm with Poi.
gtimelog like time registration: Quit a number of developers use gtimelog to keep track of what they are doing. This proposal should allow the employees to track time afterwards.
Customer view: list of closed iterations and actual hours: During a project the customer is interested in the progress. A list with all closed iterations and the actual hours worked on the iteration will help presenting this overview.
Manager view: list of current 'in progress' iterations: A projectmanager needs a list of all current in progress iterations from all projects he/she is responsable for. The view should generate a list of these iterations with: Project name, Iteration Name, Due Date and Total Estimate of hours.
Manager: invoicing overview: Create a special view for manager that only lists the finished iterations that can be billed
Overview of billable time: The project manager should have an overview of the percentage of time each employee was billable over the past few monts or year.
Interface improvements: There are various small interface changes that would make XM much nicer to use.
Release planning view: A view designed to facilitate iteration planning using a drag'n'drop interface.
Iteration roundup: The project manager should be able to roundup the current iteration. This is a feature that automates a number of repetitive tasks.

Change log

2.0rc3 (unreleased)

Project managers can now close an iteration and automate copying over unfinished stories, including unfinished tasks. [jladage]
Updated Projects and Story workflows. [maurits+jladage]
Fixed Typo in permission to guard editing the budget hours. [jladage]
Fixed bug in pending stories portlet. [maurits+jladage]
Added extra check in poi portlet to only show when there are open issues. Fixes issue 154. [maurits]
Actually use the description textarea from the submitted add task form. [maurits]

2.0rc2 (2009-01-26)

Only display transition warning icon when there are messages. [jladage]
Only display project portlet is there are any links to show. [jladage]
Minor changes to translations. [jladage]

2.0rc1 (2009-01-25)

Fixed workflow messages in task view and add i18n. [jladage]
Added translations for the two templates in xm.booking [jladage]
Fixed issue 100, list of projects are loaded on DOM load. [reinout + mark]
Show images and files from the story in the offer view. [maurits+fred]
Fixed another part of issue 131: by committing subtransactions more often, less ConflictErrors occur and their impact is less. This should speed things up at least a bit. [reinout + mark]
Moved the startStory and startIteration scripts zo they are triggered *before* the transition of the story/iteration. [reinout + mark]
Gave our custom roles (Customer, Employee, Projectmanager) some of the permissions defined by CMFEditions. Case in point: on the Zest projects site we started using versioning for Stories, and a non-Manager/Owner could no longer edit a Story... [maurits]
Fixed issue 131 for changing the workflow state of a task in the story view. Other workflow changed still need attention; they may be the result of ConflictErrors. [reinout + mark]
Fixed issue 112, when reactivating a task in a completed story, the story is set to ' in-progress'. [jladage]
Fixed issue 111, customers can now only view issue of their own trackers. [jladage]
Fixed issue 113, customers and employees can now add files and images to the story. [jladage]
Fixed issue 138, the person doing the transition will not receive an e-mailnotification. [jladage]
Fixed issue 120, Current Iterations table has now a column 'worked hours' and updated translations. [jladage]
Fixed issue 134, releaseplan now uses id attributes that start with story-* [jladage].
Fixed issue 136, the iteration portlet only displays links to current, planned and finished iterations if there is something to show. [jladage]
Fixed issue 139, the dropdown with related tasks in the poi portlet has now a fixed width. [jladage]
The listing of In-Progress iterations now has links for billable and unbillable iterations. [jladage]
Added listing of iterations that have been invoiced this month. [jladage]
In the releaseplan you can now drag and drop stories to/from the unplanned stories table. [jladage]

2.0beta3 (2009-01-11)

Fixed bug in the 'my projects' listing in the project portlet. [jladage]

2.0beta2 (2009-01-09)

Refactored the add_task KSS - it now collapses again. [simon]
Added totals to the finished iterations view and (total) estimate to the planned iterations view. [reinout + mark]
Removed My task listing from iteration view, to allow role based caching. [jladage]
Commenting has been disabled. [jladage]
Add task KSS is now also collapseable. [simon, fred]
Use plone_tools where possible, getting rid of getToolByName.

2.0beta1 (2009-01-08)

Fixed translations
The my project dropdown now displays all active projects for ProjectManagers. [jladage]
Removed personalized My todo list from iteration view. [jladage]
When no start or end date is provided, simply a dash is displayed. [jladage]
The release plan was guarded with Manage Portal permission, this is now set to the View permission. [jladage]
The 'add task' link is now only displayed when the user has the correct permission. [simon]
Removed the Project Administration templates and view. [jladage]
Removed the old update_hours_form, we now have the time tracker. [jladage]
Corrected the available method for the tasks portlet, so anonymous doesn't see it. [jladage]
Added site action 'Projects' to link to the project website, this way we are consistent with the time tracker site actions. [jladage]

2.0alpha3 (2009-01-07)

The Add task form at the story view is now loaded using kss. By default no assignee is selected.[jladage]
Updated the dutch translations.[jladage]
Added a link to a list of 'Planned iterations' to the iterations portlet. [jladage]
Cleaned up a number of templates that are not used anymore, project_administration, customer_view, etc. [jladage]
Current iteration link in the Iterations portlet now provides a correct URL. In addition if two iterations are in the state 'in-progress' a status message will guide you to the other iteration. [jladage]
Added view that lists finished (=invoiced or completed) iterations. [reinout]
Setuphandlers.py now zaps several known old-style portlets. [reinout]
Replaced story estimation portlet by a new-style one. [reinout]
Removed obsolete portlet_my_projects portlet. [reinout]
Added better documentation to portlets.xml, unified names/titles of portlets in various places. [reinout]
Added new-style link-to-poi-issue portlet as replacement for part of the old-style poi portlet. [reinout]
Added new-style poi_creation portlet as replacement for part of the old-style poi portlet. [reinout]
Fixed possible DiscussionNotAllowed error when expanding a Story. [maurits]
Now refreshing story details box provider when quick-adding a Task. [maurits]
Changed story details box into a provider (viewlet manager without viewlets) so we can refresh that provider with KSS. [maurits]
Moved "eXtremeManagement: View Tracker" permission from xm.tracker to Products.eXtremeManagement as we do not actually use that permission in the xm.tracker package but only in actions.xml of Products.eXtremeManagement. This also means we do not have to have a dependency on xm.tracker (at least currently). [maurits]
Fixed issue #127 - "Add task" widget breaks if there aren't Employees http://plone.org/products/extreme-management-tool/issues/127 [maurits]
Renamed reorder_stories to releaseplan [jladage].
The time tracker is now guarded by a special permission. As a result only users with the Projectmanager or Employee assigned globally will be able to use the timetracker. [jladage]
The invoicing view now only shows projects that are billable. This change requires that the getBillableProject index has to be reindexed manually [jladage]
Instead of sending an email to new assignees of a Task whenever that Task is edited, only send an email when the Task gets transitioned to the to-do state. Also made the email sending more robust in the face of special characters, like Czech. This refs:

http://plone.org/products/extreme-management-tool/issues/92
http://plone.org/products/extreme-management-tool/issues/118
http://plone.org/products/extreme-management-tool/issues/124 [maurits]

Enable optional experimental.catalogqueryplan usage. This needed a fix in some of the tests as experimental.catalogqueryplan caches daterange results in REQUEST. Add the egg to buildout's egg list to get a speed increase. [reinout]
Show the number of comments of a Story in the story details viewlet (when expanding the story in the iteration view). Fixes http://plone.org/products/extreme-management-tool/issues/87 [maurits]
Employees overview: show the strict percentages and totals for the week, meaning: count only the days in this month. The totals and percentages that really count the whole week are now available as a tooltip. This is pending refactoring into two views as Managers and Employees have a different wish list here. [maurits]
Moved employees_overview page here from xm.theme. [maurits]
Fix: Only add the billable hours of a day to the week/month when some work (billable or not) has been done on that day. [maurits]
In the migration from ProjectFolders/CustomerFolders to normal Folders, set the immediately addable types too. Note that Customer content type is not addable by default anymore, so in the migrated CustomerFolder you can only add a Customer when you allow Customers to be added globally. [maurits]
Refactored KSS, CSS, JS and Python for workflow gadgets. Removed duplicated ids (#task-list-for-story) in favour of existing class (.tasklist_table), added KSS rebinding of workflow menus and stripped redundant CSS. [simon]
Added /inprogress view for managers that lists all in-progress iterations. [reinout]
Added /invoicing view for managers that lists all invoicable iterations. [reinout]
Removed almost all descriptions for Customer as they're useless ("enter address" description for an "address" field). Some of the descriptions were wrong anyway. Fixes http://plone.org/products/extreme-management-tool/issues/71 [reinout]
Added checks whether start/endDate are set as toLocalizedTime(None) returns today as value. So unset start/end dates looked like today. Fixes http://plone.org/products/extreme-management-tool/issues/81 [reinout]
Corrected my CSS/KSS bug in the story workflow state changer, re: http://plone.org/products/extreme-management-tool/issues/78 [simon]
Added more of our content types to the kupu collections and linkables. Fixes http://plone.org/products/extreme-management-tool/issues/72 [maurits]
Add an empty entry to the xm.add_task_form viewlet. Now one can quickly add tasks without having to assign anyone to it. [mark]

2.0 alpha 2 (2008-09-17)

Fixed UnicodeDecodeError in the state change viewlet. [maurits]
Cloned and tweaked the CSS for our clone of the Plone authoring actionMenu. [simon]

2.0 alpha (2008-09-16)

- Added 'locked status' logic so the release planning view can display it.
Cleaned up release planning view logic, icluding class generation.
Corrected relevant tests.

- Added CSS and exception-hardening to our previous work on reorderable
stories - on failing to move a story we redirect to the story so it can be
fixed. [reinout+simon]

- Made the eXtremeManagement PTSTranslationDomain available as
zope.i18n domain. This makes portal status messages from kss
translatable again. [maurits]

- Got the actual drag/drop to work. Needs more work though. [reinout]

- Started the view for reordering stories. [reinout+simon]

- Made the review state of tasks in the simple task list overview be
a dropdown list with workflow transitioning via KSS, just like the
default Plone review state. [maurits+simon]

- @Lazy optimizations in browser/tasks.py. [reinout]

- Show link to xm time tracker in site actions when the xm.tracker
package is available. [maurits]

- Include zcml of xm.tracker when the package is there. [maurits]

- Created @@xm_global_state view, with currently one method
has_tracker which is True when the xm.tracker package is
available. [maurits]

- Treating booking's description as webintelligenttext. [reinout]

- Cleaned up redundancy in task_review template (issue #75). [simon]

- Merged fix from the time tracker branch (issue #75): Changed
task_overview template and tasks.py to display localised workflow
state labels. [simon]

- Merged fix from the time tracker branch: catch a divide by zero
error. [reinout]

- Merged the testing changes from the zest-timetracker branch.
[maurits]

- Added Products.Poi to the install_requires in setup.py as Poi now
has eggs for both branch 1.1 and trunk. [maurits]

- made the print view for offer look nicer. Added new dutch translation.
[mirella]

- Show attachments (Image, File, most importantly Story) in the
project view, but only when xm.theme is not available, as that has
a portlet and another view for this info. (Merged from
branches/1.6, r69421 and r69426.)

- Added tests for style conditions, which lead me to a bug in the logic. In
the booking_month view, in case someone worked less than 40 hours in a week
that total will be highligted. [jladage]

- Fix a Plone 3.0 support issue in the javascript registry.[jladage]

- fixed name typo in css [mirella]

- minor css changes to booking_month.pt, added translations and
description for employees overview. Added odd color ad padding to
employees overview, generated i18ndude and added the missing dutch
translations and update_hours_form placed bookingsdate next to title.
<th> has nowrap and left/right padding.[mirella]

- Now loading the zcml from kss.plugin.yuidnd automatically, so that
package does not need to be included in [instance]zcml of buildout.cfg
anymore. [maurits]