Update PO files.

[tails/vicves.git] / wiki / src / blueprint / better_task_manager.mdwn

Our current approach to managing Tails [[!tails_todo "" desc="todo"]]
does not scale. We have some ideas to improve it slightly, but it's
unlikely the result will be good enough, so we will instead migrate
to Redmine.

[[!toc levels=2]]

# Roadmap

**All this was done!**

See our [migration scripts](https://git-tails.immerda.ch/ikiwiki2redmine/).

* write a conversion script to import our existing
  tickets (see *Convert and import* section below).
* update developers documentation
* migrate!
  - import existing tickets
  - setup rewrite rules from the ikiwiki tickets URL to the new ones
  - remove tickets that are not blueprints from ikiwiki
* If needed, have additional plugins packaged and installed to fine
  tune our processes.

# Wiki / Tasks

Let's keep our wiki for blueprints and research for long-term big next
features.

Let's try not to use the wiki for tasks (else it defeats the purpose of
tracking tasks), let's not try to use the tasks manager for research and other
things that would be better suited for the wiki (else it harms mostly-offline
developers).

# Specifications

## Must have

 * Should have categories (and display the related tasks in a meaningful way).
   => Redmine, bugs-everywhere
 * Should let us assign tasks to individuals
   => bugs-everywhere
 * Can handle tasks and sub-tasks
   => Redmine, bugs-everywhere
 * Create tickets over email.
   => Redmine, bugs-everywhere
 * Reply to tickets over email.
   => Redmine, bugs-everywhere
 * Being able to search through tickets offline (caching).
   Ability to import a DB dump into a local instance of the webapp would be
   an acceptable way to do it, even if clearly suboptimal.
   => bugs-everywhere
 * Email notifications: subscribing to a ticket, or to new tickets, etc.
   => Redmine (for existing tickets), bugs-everywhere
 * Advanced search queries, or filters (among metadata)
   (roadmap, milestone, overview, individual dashboard)
   => Redmine
 * Hosted somewhere else **or** fully available in Debian
   (or all deps in Debian? to be discussed if need arises.)
   => Redmine (Riseup Labs & in a little bit outdated Debian),
      bugs-everywhere (needs some care)
 * milestones (target version)
   => Redmine, bugs-everywhere
 * Random users may reply to tasks.
   => bugs-everywhere

## Important

 * Blocking property
   => Redmine, bugs-everywhere
 * Change a ticket's metadata via email.
   => Redmine, bugs-everywhere
 * Due time, deadlines
   => Redmine (with email reminders), bugs-everywhere

## Bonus

 * Having tags
   => bugs-everywhere
 * Possible to assign tasks to a team / to multiple people
 * Sub-tasks having precedence support or wait state or something that makes
   the "let's create all future sub-tickets for a task at the same time"
   workflow practically doable (i.e. I don't want to be shown all future steps
   that are blocked by the first one)
 * Possible to change a ticket's state from Git commit messages (todo->pending),
   bonus points if merging that branch into stable ->done, or something like
   that.
 * Reminder for deadlines.

## Unsorted

 * Encryption support.

# Redmine

* [homepage](http://www.redmine.org)
* easy to setup thanks to the Debian package
* supports [issue creation or comments via
  email](http://www.redmine.org/projects/redmine/wiki/RedmineReceivingEmails),
* supports [updating ticket attributes over
  email](https://we.riseup.net/cgdev/using-email-with-redmine#sending-emails)
* the email interface, according to someone I trust who set it up and
  uses it, is quite fragile and can be a bit mysterious to setup
* apparently, there no more powerful way to interact with it
  asynchronously ([feature request for offline
  mode](http://www.redmine.org/issues/2728))
* Textile syntax. Pandoc knows how to convert our existing Markdown to
  Textile, but still, having Markdown support would be awesome.
* Git integration won't easily work with our many-branches workflow,
  but we can probably do without for a while.

## Plugins of interest

* Markdown syntax.
  A blocker is that each such plugin switches the syntax
  instance-wide, no way to enable it for a single project.
  - [redcarpet formatter](https://github.com/alminium/redmine_redcarpet_formatter)
    In Debian unstable ([[!debpkg redmine-plugin-markdown]]).
    Marked as compatible with 1.x and 2.x,
    but the packaged version is the one for 2.x.
    Depends on [[!debpkg ruby-redcarpet]] that is in Wheezy, but not
    in Squeeze, and may be a pain to backport due to a few missing build-deps.
  - [Markdown formatter](https://github.com/bitherder/redmine_markdown_formatter)
    Depends on [[!debpkg ruby-rdiscount]] that is in Wheezy, but not
    in Squeeze, and a pain to backport (due to the gem2deb (>=
    0.3.0~) dependency). Untouched since 2010.
  - [Markdown Extra formatter](https://github.com/juno/redmine_markdown_extra_formatter/tree)
    Depends of [BlueFeather
    gem](http://ruby.morphball.net/bluefeather/index_en.html) that is
    not in Debian. Untouched since 2010.
* [Carousel](http://www.redmine.org/plugins/redmine_carousel): can be used
  for periodic actions that occur during project development process. It
  automatically generates issue assigned to the next user in the carousel
  queue every specified time period. Marked as compatible with 1.1.x
  and 1.4.x.
  > Looks interesting, but most (if not all) tasks we do switches for
  > depend on our availability etc., so I'm not sure an automated
  > solution would do. --intrigeri
* [Digest](http://www.redmine.org/plugins/digest): send a summary of a
  project's activity over a period of time by email. Marked as
  compatible with 1.4.x and 2.0.x. The [sample email
  output](https://github.com/drewkeller/redmine_digest/blob/master/screenshot_emailoutput.png)
  does not make me think this is any better than some way (feed
  reader or rss2email) to subscribe to the project's activity.
* [Importer](http://www.redmine.org/plugins/importer): import issues in bulk
  from .csv files. Compatible with 1.1.x. We do need this to import
  existing tickets.
  A [fork](https://github.com/ksauzz/redmine_importer/tree/redmine2.x)
  supports Redmine 2.x.
* [Issue checklist](http://www.redmine.org/plugins/issue_checklist):
  add checklist functionality to issues. Marked as compatible with
  2.0.x -- what about 1.4.x or older? Having something lighter than
  sub-tickets could be good, but certainly not critical. We'll see.
* [Git branch hook](https://github.com/mikoto20000/redmine_git_branch_hook):
  add issue related revision by branch name. Can close tickets
  on merge. One apparently may configure the branch that, when
  merged into, triggers this behavior, thanks to the
  `merge_branch` setting. Apparently impossible to use it for
  the two-steps pending + fixed workflow we've been using,
  but we may want to change this when switching tools anyway.
  According to Git log, should at least support Redmine 1.4.x and
  2.0.x.
  We can start using Redmine and see later how much we need something
  like this.
* [Silencer](http://www.redmine.org/plugins/silencer): suppress email
  notifications (at will) when updating issues. Marked as
  compatible with 1.1.x, not with 1.4.x.
  > I'm not sure why we would want this. --intrigeri
* [Whining](http://www.redmine.org/plugins/redmine_whining): email alerts
  when an issue had not been updated since X days. Marked as
  compatible with 1.1.x, not with 1.4.x.
  Would be very useful, looks easy to package and install.
* [Custom Workflows](http://www.redmine.org/plugins/custom-workflows):
  define own rules of issue processing, e.g. change issue properties
  or create sub-task if some conditions are met, enforce policies...
  Marked as compatible with 1.2.x to 2.1.x.
  Hopefully we won't need it, but it's still good to know it
  exists.

## Offline usage

 * Sending an email can create an issue with:
   - subject: mail subject
   - description: mail body
   - tracker: keyword (`Tracker:`) in mail body
   - priority: keyword (`Priority:`) in mail body
   - status: keyword (`Status:`) in mail body
   - category: keyword (`Category:`) in mail body
   - assignee: keyword (`Assigned To:`) in mail body
   - kind of next thing to be done: keyword in mail body
   - target version: keyword (`Fixed version:`) in mail body
   - QA check (or any other custom field): keyword (name of the
     custom field) in mail body
 * Sending an email with '[#24175]' in the subject will add
   information to the ticket. Same keywords as before can be used to change
   metadata.
 * Email address in From, To, or Cc are added to watchers (if they match
   a Redmine user) when *creating* a new ticket over email.
 * Clicking on *Watch* enables one to receive emails when the ticket changes.
 * Every ticket has an Atom feed that contains all changes made to a ticket.
 * There is an Atom feed with all open tickets, together with status and
   description.
 * Missing: set parent task, set related issues, delete ticket.

## Convert and import

**Note**: this is an initial rough draft, that probably misses tons of
things to do, but should be enough to run some initial tests to
confirm the general idea is workable.

### Set up Redmine

1. **done** Add a `External Id` custom field. Check "Used as a filter".
1. **done** Add a `QA Check` custom field. Make it searchable.
1. **done** Add a `Type of work` custom field whose possible values
   are the same as our current `todo/*` tags:
        Code
        Discuss
        Documentation
        Pass Test
        Promote
        Qa
        Research
        Sysadmin
        Test
        Translate
        Upstream
        Wait
        Website
   Mark it as "used as a filter" and searchable.
1. **done** Add a `Blueprint` text custom field, with regexp `^https://tails[.]boum[.]org/blueprint/`.
1. **done** Add a `Fix committed` issue status.
1. **done** Make the `Fix committed` status available in Administration -> Workflow.
1. **done** Add a `Confirmed` issue status.
1. **done** Make the `Confirmed` status available in Administration -> Workflow.
1. **done** Mark the `Resolved` issue status as "Issue closed".
1. **done** Add an `Elevated` issue priority, rank it between Normal and High.
1. **done** Add a `Feature branch` custom field to ease review.

### Adapt impacted stuff

1. **done** Prepare a branch that updates the website to advertise the new task
   manager instead of the old one.
1. **done** Generate the Apache rewrite rules from the (External Id, Redmine
   Id) mapping.
   (`PRODUCTION=1 make rewrite-rules` should do the job.)

### Clean up and gather data

1. **done** Close wishlist tickets not modified since more than a year.
1. **done** Split tickets that have several `todo/*` tags, and save the
   parent/child relationship using `[[!parent]]`. In the end, each
   ticket should only have one `todo/*` tag:

        PRODUCTION=1 make list-more-than-one-todo-tag

1. Write a custom ikiwiki plugin to:
   - **done** save original ikiwiki ticket name as `External Id` column
   - **done** save parent/child relationship
   - **done** wrap the whole ticket information into a CSV line
   - **done** filter out `toc`
   - **done** save `todo/*` tags into the "Type of work" column
   - **done** save `release/1.0` and `todo/2.0` tags into the "Fixed
     version" column, ditto for broken windows
   - **done** turns `todo/qa` into `QA Check` == `Ready for QA`.
   - **done** convert ikiwiki shortcuts to external links
   - **done** turn internal links to non-todo pages into external links
   - **done** convert Markdown to Textile
   - **done** removes links to wishlist
   - **done** converts TOC directive into Redmine's syntax
   - **done** drops obsolete taglinks
   - **done** import `priority/*` tags
   - **done** import `category/*` tags
   - **done** feed the blueprint custom field with the URL to the
     relevant blueprint, if any

### Freeze and import data

1. Run ikiwiki with this special plugin, then merge all these CSV
   lines to produce a first CSV file that can be imported with the
   Importer plugin.

        PRODUCTION=1 make export1.csv

1. Import the first CSV file:
   * use an account that has Manager privs on the current project
   * ignore `Parent Issue` fields
1. Import this CSV file again to apply the relationships:
   * use an account that has Manager privs on the current project
   * use `External Id` as `Unique Column`
   * check "Update existing issues"
1. Build a (External Id, Redmine Id) mapping

       PRODUCTION=1 make ids.map

1. With a modified version of the ikiwiki plugin, plus this mapping
   information, produce a second CSV files with tickets description
   modified so that links to other tickets are updated to use Redmine
   ticket linking syntax.

        PRODUCTION=1 make export2.csv

1. Import the second CSV file, using `External Id` as `Unique Column`
   again, and enabling the *Update Existing Issues* option.
   Links between tickets should now be good.

### Polish imported data and update the rest of the world

1. **done** Mangle the content of the Git repository:
   * Move blueprints tickets to `wiki/src/blueprint/`: 
     `PRODUCTION=1 make move-blueprints`
   * Move attachments out of the way for future processing: 
     `PRODUCTION=1 make move-attachments`
   * Delete the rest.
1. **done** Manually take care of tickets sub-pages that were imported as
   full-blown tickets. These sub-pages are used in too many different
   ways to allow us to process them automatically:
1. **done** Manually add attachments (the Importer plugin does not support
   this).
1. **done** Add some tickets relationships back.
1. For each ticket:
   - Add a *Category* value.
   - **done** Add a *Type of work* value.
   - Decide if it should have been kept as a blueprint. If so, salvage
     the content of the old ikiwiki ticket into a shiny new blueprint.
   - If *Type of work* is *wait*, mark the ticket as blocked by the
     relevant other ticket, if any.
1. **done** Move to the wiki stuff that should never have been migrated.
1. **done** Remove the `Qa` value from possible types of work.
1. **done** Mark the `Type of work` custom field as required.
1. **wontfix** Sort bugs and features to the relevant trackers.
1. **done** Add sub-tickets blocks/before/after relationships, starting with
   tickets that are tagged `todo/wait` for another one.
1. **done** Remove the `External Id` field.
1. **wontfix** Clean `tags/*` up.

## Setup

1. Install a Squeeze system with backports enabled.
1. Install packages:

        apt-get install redmine/squeeze-backports redmine-sqlite/squeeze-backports

1. Follow the "QUICK LAUNCH USING WEBRICK" instructions in
   `/usr/share/doc/redmine/README.Debian.gz`

1. Install the importer plugin:

        cd /usr/share/redmine/vendor/plugins && git clone https://github.com/leovitch/redmine_importer.git
        cd /usr/share/redmine && rake db:migrate_plugins RAILS_ENV=production

1. Install a backport of [[!debpkg ruby-fastercsv]], that's
   a dependency of the importer plugin.
   One has to decrease the build-dep on gem2deb to 0.2.7~.

1. Restart WEBrick.