Trac jsGantt plugin
A plugin which allows Trac ticket data to be displayed in a jsGantt chart in a wiki page. Tasks and milestones are links to the corresponding ticket or milestone.
Configurable field names allow integration with other plugins such as MasterTicketsPlugin (for dependencies), SubticketsPlugin (for parent/child relationships) and TimingAndEstimationPlugin (for estimated and total hours).
[[TracJSGanttChart(sample=1)]] displays the sample project from jsgantt.com. [[TracJSGanttChart(milestone=Test)]] displays all the tickets in the Test milestone.
The chart display can be controlled with a number of macro arguments:
|caption||Caption to place to right of tasks: None, Caption, Resource, Duration, Complete||Resource|
|comp||Show (1) percent complete column, or do not (0).||1|
|colorBy||Field to use to color tasks. Useful fields are priority, owner and milestone but any field can be used. When colored by priority colors are consistent with the colors used in Trac reports. Other coloring choices (e.g., by milestone or owner) use arbitrary, unique colors.||priority|
|dateDisplay||Format to display dates: mm/dd/yyyy, dd/mm/yyyy, or yyyy-mm-dd||mm/dd/yyyy|
|display||0.10||Filter for limiting display of tickets. owner:fred shows only tickets owned by fred. status:closed shows only closed tickets.||None|
|doResourceLeveling||0.10||Resolve resource conflicts (1) or not (0) when scheduling tickets.||0|
|dur||Show (1) duration colunn, or do not (0).||1|
|endDate||Show (1) end date column, or do not (0).||1|
|expandClosedTickets||0.9||Show (1) children of closed tickets in the task hierarchy or collapse the subtree (0).||1|
|format||Initial display format, one of those listed in formats||day|
|formats||Formats to show for Gantt chart. A pipe-separated list of minute, hour, day, week, month, and quarter.||day|week|month|quarter|
|goal||0.9||Ticket(s) to show predecessors of. When using something like MasterTicketsPlugin to maintain ticket dependencies, you may create a Gantt showing a ticket and all of its predecessors with goal=<ticket#>. The macro uses the configured succ field to find all predecessor tasks and build an id= argument for Trac's native query handler.|
Multiple goals may be provided like goal=1|12|32.
When used in a ticket description or comment, goal=self will display the current ticket's predecessors.
|hoursPerDay||Hours worked per day||8.0|
|lwidth||Width (in pixels) of left table (The one contains task names, etc. on the left of the Gantt chart.)||None|
|omitMilestones||0.8||Show milestones for displayed tickets (0) or only those specified by milestone= (1).||0|
|openLevel||How many levels of task hierarchy to show open. 1 = only top level task.||999|
|res||Show (1) resource column, or do not (0).||1|
|root||Ticket(s) to show descendants of. When using something like Subtickets plugin to maintain a tree of tickets and subtickets, you may create a Gantt showing a ticket and all of its descendants with root=<ticket#>. The macro uses the configured parent field or parentchild relation to find all descendant tasks and build an id= argument for Trac's native query handler.|
Multiple roots may be provided like root=1|12|32.
When used in a ticket description or comment, root=self will display the current ticket's descendants.
|sample||Display (1) sample tasks in Gantt, or do not (0)||0|
|schedule||Schedule algorithm: as-last-as-possible (alap) or as-soon-as-possible (asap)||alap|
|showdep||Show (1) dependencies in Gantt, or do not (0).||1|
|startDate||Show (1) start date column, or do not (0).||1|
|userMap||0.8||Map (1) user IDs to full names, or do not (0).||1|
|order||Order of fields used to sort tickets before display. order=milestone sorts by milestone. May include ticket fields, including custom fields, or "wbs" (work breakdown structure).||wbs|
|scrollTo||Date to scroll to when chart is initially drawn. A date in yyyy-mm-dd format or "today".||None|
|linkStyle||How to handle clicks on task in the chart. JSGantt style opening a dedicated window (jsgantt) or standard ticket link behaviour (standard).||jsgantt|
Site-wide defaults for macro arguments may be set in the [trac-jsgantt] section of trac.ini. Where option.<opt> overrides the built-in default for <opt> from the table above.
All other macro arguments are treated as TracQuery specification (e.g., milestone=MS1|MS2) to control which tickets are displayed.
The TracPM module provides several interfaces that can be implemented to adapt the Project Management (PM) features to local business rules. (The TracPM module will be a separate plugin in the future.) These interfaces are defined in pmapi.py.
TracPM defers decisions about ticket ordering to an ITaskSorter implementation.
- Before any comparison is done, ITaskSorter.prepareTasks() is called so that complex keys can be precomputed, external data can be prefetched, etc. to make the comparisons faster and easier.
prepareTasks() is passed a hash of ticket (tasks). The index of the hash is the ticket ID. The elements of the hash are hashes of Trac ticket attributes. They are not Trac ticket objects.
prepareTasks() can add to or modify attributes of the ticket. The changes or additions will be available through the life of the scheduling process but will be safely removed before the tickets are returned to the caller.
- When making decisions about which ticket to schedule first, TracPM sorts the candidate tickets with ITaskSorter.compareTasks().
compareTasks() is passed two hashes, the attributes of the two tickets to compare. Any attributes added or changed by prepareTasks() are available to compareTasks().
class ITaskSorter(Interface): # Process task list to precompute keys or otherwise make # compareTasks() more efficient. def prepareTasks(self, ticketsByID): """Called to prepare tasks for sorting.""" # Provide a compare function for sorting tasks. # Maybe be used as cmp argument for sorted(), and list.sort(). # Returns -1 if t1 < t2, 0 if they are equal, 1 if t1 > t2. def compareTasks(self, t1, t2): """Called to compare two tasks"""
TracPM provides two implementations of ITaskSorter:
- prepareTasks() prefetches the numeric priority values and gives an average priority to any ticket without one.
- compareTasks() compares tickets based only on their numeric priority
- prepareTasks() prefetches the numeric priority values and computes an "effective priority" for each ticket that takes into account its parent's ticket's priority. A high priority child of a low priority parent has a lower effective priority than a low priority child of a high priority parent.
- compareTasks() compares tickets based only on their effective priority.
SimpleSorter is used by default if no sorter is enabled in trac.ini.
SimpleSorter and ProjectSorter are both derived from BaseSorter which provides several functions which may be useful in implementing custom sorters.
- _buildEnumMap(field) gets numeric values from the Trac database for enums such as priority and severity. The built-in sorters use it to retrieve values for the priority field in their constructor. It returns a hash, containing numeric values and indexed by name (e.g., 'major').
- averageEnum() computes the average value in the hash returned by _buildEnumMap().
- compareOneField(field, t1, t2) compares two tickets based on just one field.
TracPM defers decisions about resource availability to an IResourceCalendar implementation.
- When scheduling a task, TracPM calls IResourceCalendar.hoursAvailable() to determine how much of a task can be done on a date.
class IResourceCalendar(Interface): # Return the number of hours available for the resource on the # specified date. def hoursAvailable(self, date, resource = None): """Called to see how many hours are available on date"""
TracPM provides one implementation of IResourceCalendar
- hoursAvailable() returns 8 for Monday through Friday and 0 for Saturday and Sunday.
An adapter to interface TeamCalendarPlugin` with TracPM is underdevelopment.
An interface for task schedulers exists but it not yet well documented.
- Install globally with:
sudo easy_install https://trac-hacks.org/svn/tracjsganttplugin/0.11/
- Enable the plugin by updating TracIni file (..../trac.ini) as follows:
[components] tracjsgantt.* = enabled
- Configure the project management support for the plugin in its own configuration section, placed into 'trac.ini' file as follows:
[TracPM] # To work with TimingAndEstimationPlugin for percent complete, define ticket fields to use as the data source for: fields.estimate = estimatedhours fields.worked = totalhours # Each unit in estimate is 1/8 of a day days_per_estimate = 0.125 # To work with MasterTicketsPlugin for dependencies, define ticket fields to use as the data source for predecessor (pred) and successor (succ). fields.pred = blockedby fields.succ = blocking # Alternatively, configure a pred-succ relation like: # relation.pred-succ = mastertickets,source,dest # This causes TracPM to query the mastertickets table rather than # parse blockedby and blocking custom fields. This can be somewhat # faster. # To work with SubticketsPlugin for parent/child relationships, # Ticket field to use as the data source for the parent fields.parent = parents # Alternatively, configure a parent-child relation like: # relation.parent-child = subtickets,parent,child # This causes TracPM to query the subtickets table rather than parse # the `parents` custom field. This can be somewhat faster. # When using SubticketsPlugin via a parent-child relation, do not # configure a parent_format (next). # To work with ChildTickets plugin parent_format, '#%s', # Format of ticket IDs in parent field (default: %s). parent_format = %s # Custom fields for start and due dates # Ticket field to use as the data source for start date (default: None) fields.start = userstart # Ticket field to use as the data source for finish date (default: None) fields.finish = userfinish # Format for ''start'' and ''finish'' date strings (default: '%Y-%m-%d') date_format = %Y-%m-%d # Ticket type for milestone-like tickets (default: 'milestone') # Used to be milestone_type, that setting is now deprecated. goal_ticket_type = milestone # Ticket field to use as the data source for the percent complete column (default: None). fields.percent = complete # Hours represented by each unit of estimated work (default: 1). hours_per_estimate = 1 # Default work for an unestimated task, same units as estimate (default: 4.0). default_estimate = 4.0 # How much work may be remaining when a task goes over estimate, same units as estimate (default: 0.0).. estimate_pad = 0.0
- See configuration details below for explanations and more options.
- Additionally, site-wide defaults for macro arguments may be set at [trac-jsgantt] section. More details about them see #Arguments section.
[trac-jsgantt] option.formats = day|week|month|quarter option.format = month ## How and which 'columns' to show option.lwidth = 300 option.res = 0 option.dur = 0 option.comp = 0 option.startDate = 0 option.endDate = 1 option.dateDisplay = yyyy-mm-dd ## How and what to show on Gantt graph option.showdep = 1 option.expandClosedTickets = 1 option.schedule = asap option.openLevel = 0 option.colorBy = priority option.userMap = 0 option.omitMilestone = 0 option.caption = Resource option.hoursPerDay = 8.0
- Restart web server on command line:
$ sudo /etc/init.d/apache2 restart
TracJsGanttPlugin is intended to be flexible enough to get data from various plugins by configuring the field names for those plugins in trac.ini. It is known to work with TimingAndEstimationPlugin (for estimated and total hours), MasterTicketsPlugin (for FS dependencies), and SubticketsPlugin for parent/child relationships. Custom fields for start and finish date are also supported.
All of the fields.* items name custom fields which may contain data for the Gantt.
- When fields.estimate and fields.worked are both configured, the plugin attempts to display (100 * fields.worked/fields.estimate) as the percent complete. The example works with TimingAndEstimationPlugin. Alternatively, if percent is configured, the plugin attempts to display it as the percent complete (it should be a number from 0 to 100). If none of those are configured, all tasks will be marked as 0% complete.
- When fields.pred and fields.succ are configured the plugin uses them to determine the task dependencies. The example works with MasterTicketsPlugin. If these fields are not configured, no dependencies are shown.
- When fields.parent is configured, it is the field which holds the parent ticket number. The example works with SubticketsPlugin. If this field is not configured, no parent/child relationship will be displayed. If it is configured, the Gantt can be collapsed by the user to show or hide subtasks. (parent_format determines the format of the content of the parent field. Use "%s" (default) for SubticketsPlugin, or "#%s" for ChildTicketsPlugin.)
- When fields.start and fields.finish are configured, the plugin uses them to set task start and finish dates. The date_format field is a Python strptime() format specifier which describes the contents of fields.start and fields.finish. If these fields are not configured, all tasks end today and have a 1-day duration.
- When fields.estimate and fields.finish are both configured (and fields.start is not configured or not on the ticket), the plugin attempts to determine the start of the task from fields.finish and fields.estimate as start = fields.finish - fields.estimate with consideration for weekends and hours per day.
- The goal_ticket_type may be used to have a custom ticket type show up as milestones on the chart. If this field is not specified, only Trac milestones are displayed as milestones.
Existing bugs and feature requests for TracJsGanttPlugin are here.
If you have any issues, create a new ticket.
- Display a legend of task colors and their meaning (e.g., which milestone or owner they represent).
- Allow some tasks to be open or closed by default.
- Display critical path
- Display slack time
Source & Download
Download the zipped source from here.
-  by ChrisNelson on 2014-04-16 22:43:53
Remove comment that has been addressed. Refs #11489.
-  by ChrisNelson on 2014-04-16 22:41:44
Handle collapsing groups on multi-Gantt pages. Refs #11489.
Needed to add the chart ID to more DOM element IDs for uniqueness.
-  by ChrisNelson on 2014-04-09 13:55:57
Don't schedule closed tickets in background rescheduler. Refs #9648.
Also add some logging.
-  by ChrisNelson on 2014-04-09 13:55:54
Simplify interface to prune and repair routines. Refs #9648.
-  by ChrisNelson on 2014-04-09 13:55:51
Factor our graph repair. Refs #9648.
-  by ChrisNelson on 2014-04-09 13:55:48
Rewrite algorithm to identify tickets to reschedule. Refs #9648.
This is a shorter, cleaner algorithm:
- Find what's active now
- Find what was active
- wasActive - isActive should be idled
- isActive should be rescheduled
- Save only if schedule changes
It also works. ;-) With the old algorithm if you has two goals scheduled
and interrupted the earlier one, the tasks for the second goal weren't
moved up. The code to find active and idled tickets was weak and
fragile and not worth fixing since it was also slow. In general, this
new approach handles a lot less data, defers getting ticket details as
long as possible, and gets them for many fewer tickets. In my
playground, I used to query 150 tickets (basically, everything in the
database) and now I query 4-5 tickets (the active set). I expect that
ratio to scale to production. Since querying for ticket details was the
longest part of rescheduling, this is much, much faster than the old
-  by ChrisNelson on 2014-04-09 13:55:45
Factor out schedule and schedule_change update. Refs #9648.
This makes the code which finds affected tickets clearer, closer.
-  by ChrisNelson on 2014-04-09 13:55:42
Use numerical precedence levels for start/finish sources. Refs #9648.
Before a date was either explicit or not. Values in the database
(actual start/finish dates, previously scheduled values, and explicit
user-supplied values) were all explicit so a test for "better" between
an old schedule table value and a new actual value were not resolved.
Now each source of a date has a different precedence so we have enough
information to resolve a conflict.
The way dates were calculated, we should not have seen conflicts in
new values, only in the explicit ones. This change allows an actual
start to be higher precedence than a previously-scheduled finish.
However, there is still the potential conflict between items of the
- Two actual values should never be wrong (we can't finish before we start)
- Two scheduled values should never be wrong if we never save bad values
- If two user-supplied values are wrong, it's data entry, not
algorithm. We could validate this away but we don't currently even
allow explicit start dates.
-  by ChrisNelson on 2014-04-08 22:15:08
Make sure ticket level and open level are integers when compareing. Refs #9928.
This should be harmless for subtickets plugin and seems to make
childtickets work better.
-  by ChrisNelson on 2014-04-08 14:33:20
Add a lot of logging (it's off by default). Refs #9648.
This is controlled by self.logEnabled which comes from logScheduling
in the [TracPM] section of trac.ini. It defaults to disabled if not