Financial Health Score Toggle: Added a new toggle for organizations to enable or disable the calculation of financial health scores. Additionally, user permissions related to these calculations can now be managed, providing greater flexibility in controlling access.
New Calculation Classes: Introduced new calculation classes for work period metrics, enhancing the accuracy and scope of metric calculations. Unit tests were added to ensure functionality across various scenarios.
Expanded Web Features: Introduced several new features for the web component, including global state logging for debugging, support for managing work periods with new hooks and forms, and enhanced interfaces for day selection within sprints. Additionally, a new component was added for visualizing task flow, and existing components were updated to improve data handling and usability.
Fixes
Work Period Management Enhancements: Added new management commands to update subproject associations for tasks, aiding in scope creep calculations. Another command updates work period calculation memos with an optional filter for active projects, improving data reliability.
Chart Rendering Simplification: Simplified chart rendering by removing unnecessary plugins and props, enhancing user experience. Updated the PNG download button for better props handling and improved image download robustness by making exception references optional.
Task Filtering Improvements: Improved task filtering logic based on status and associated dates, enhancing task management. New test cases were introduced to validate task state transitions, and a previously skipped test case was removed, indicating the resolution of a known issue.
Bloomcast by Phase: Added support to Bloomcast by phase for work periods to predict carryover tasks and points at the end of a work period. Refactored prediction logic to work with both work periods and legacy sprints by utilizing a structured dictionary format.
Enhanced Time-Based Measures: Improved web chart functionality to support time-based measures like Lead Time, Reaction Time, and Cycle Time. Refined data visualization by ensuring accurate conversion, rounding of measure values, and better x-axis construction for temporal trend analysis.
ETL Task Functionality: Enhanced ETL tasks to update work period memos with a new configuration option, allowing toggling of these updates. Added methods for additional data retrieval and calculations, improving the accuracy of work period memos.
Sprint Audit Log Enhancements: Expanded sprint audit log functionality to support portfolio, work period, subproject, and project scopes with daily time allocation types. Added a streamlined task audit logging function and improved datetime handling.
Pandas Indexing Optimization: Optimized pandas indexing using lists to ensure all columns are selected regardless of order, improving data retrieval flexibility with a new parameter for including current work periods.
Error Handling Improvements: Enhanced error handling for configuration key checks and logging in work period calculations, reducing potential errors and improving robustness.
Datetime Handling: Improved timestamp handling to accommodate microseconds and timezones, enhancing the logic for updating results and preventing errors from missing dictionary keys.
Lead & Reaction Time Calculations: Updated lead time calculations to handle tasks without a ‘To Do’ date, effectively shifting to cycle time when necessary. Applied this logic to reaction time calculations for consistency, with tests added to ensure accuracy.
Audit Log Bug Fixes: Fixed issues related to datetime comparisons in audit log generation, ensuring timezone-aware handling and improving the accuracy of task creation and status change logging.
Code Quality
Cycle Time & Velocity Calculation Enhancements: Enhanced backend calculations for cycle time, lead time, reaction time, and throughput based on task transitions. Expanded test coverage for these calculations, ensuring accuracy and reliability.
Redundant Test Removal: Removed outdated tests from the backend to streamline the testing approach. Simplified the instantiation logic for calculation classes by replacing complex configurations with direct instantiation, improving code clarity.
Documentation Improvements: Updated internal documentation to provide better insights into performance optimization for project query execution. Added documentation for the process analysis component in the web component to ensure consistency and clarity.
Enhanced Project Data Retrieval: Improved project data retrieval logic to handle financial health scoring efficiently based on organizational settings, resulting in streamlined project filtering and better performance in managing financial health assessments.
Code Cleanup: Cleaned up unused props in the web component to streamline component structures. Separated sorting logic into its own function to improve code organization and readability.
Query Performance Optimization: Enhanced query performance by adding descending indexes for historical data models. Simplified financial data processing logic by removing unnecessary conditions, improving data aggregation and performance.
Error Handling and State Management: Enhanced error handling in the web component by introducing specific warnings based on user interactions. Improved state management logic to avoid undefined errors and refined form initialization logic for better consistency.
Backend Management Command: Introduced a management command to clean duplicate work periods associated with subprojects, optimizing data integrity. Improved validation of save operations in test cases to ensure accurate reflections of sprint properties.
Memo Updates & Logging: Improved error handling in preflight checks for historical burns data and enhanced feedback mechanisms for subproject data updates, including multiple outcome reporting for better error reporting.
Task Status Management: Introduced a new class to manage and analyze task statuses over time, with enhanced categorization options within work period measures. Added a configuration option to allow task lists in outputs instead of counts.
Redundant Comment Removal: Streamlined code by removing redundant comments and unnecessary blank lines, improving readability and clarity.
Control Flow Enhancements: Reorganized control flow for task metadata freshness determination, leading to better readability and stability in calculation methods.
Style Adjustments: Commented out specific logging statements to reduce verbosity and adjusted internal parameters for data staleness checks to improve performance.
