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Does not account for work needed to factor time zone into due date/time calculations
April 8 release date does not leave sufficient time to complete features. Can/should we push the release date from April 8 - April 19th?
No bandwidth for 4 high priority Inventory features (UXPROD-1397, UXPROD-1396, UXPROD-1303, UXPROD-149) which are needed to support Batch Import features Chalmers needed for "go-live"
Risks:
Many interdependencies
New teams and processes (esp Core: Functional)
High-level estimates
Core: Functional Team kickoff planning underway - Oleksiy, Jakub, Vicoria, Cate and Marc Johnson met today to work through slide deck. Goal is to follow agile best practices adopted elsewhere on FOLIO.
There are 25 go-live features that are not in for Q1 - would be worth taking a look through
@Jakub Skoczen
Last week of sprint 54 (last sprint of Q4)
Functional work items update:
Already started working on some Q1 issues (usually UI-only, Michal, Aditya, Zak)
Q4 Release Management updates:
We are working on a new release for ui-users to include bugfixes done by UNAM. We need a new minor release because of the way the bugfixes was provided (only on a master branch, not on a release branch)
A new bugfix release for mod-permissions is going to be released later today and it will include a fix to the caching issue that seem to downgrade backend performance across many backend modules (MODAT-42)
Performance: MODINVSTOR-215, latest status from Julian is that the issue and new mod-inventory-storage release will be ready by Wednesday
Starting from this week and intensifying next week core back-enders will focus on various performance issues (Adam, Julian, Jeremy, William). Heikki is going to be away until the end of the year. Nassib will act as a partial replacement.
Other:
Working on the new Core Teams structure and meeting schedule for Q1, starting with core:functional and following with core:platform.
Performance: MODINVSTOR-215/RMB-301 (IN PROGRESS), more delays, Julian's ETA is later today or tomorrow
Performance: no progress on performance issues assigned to William and Jeremy (TAMU).
William has been delegated to other tasks this week and is unlikely to be back working on FOLIO in Q1/Q2.
Jeremy will be unable to do more work on FOLIO this week and will be working in smaller capacity (to be determined)
@Jakub Skoczen
Started sprint 53
Functional work items update:
CIRC-154: check-in by barcode API (DONE, Marc)
CIRC-146: Change status to "in transit" upon check-in (DONE, Marc)
Above means that all UXPROD-601 stories are now completed and wait for review (UICHKIN-17, UICHKIN-40, UICHKIN-41, UICHKIN-46, UICHKIN-60)
UXPROD-118 work, considered at risk, will go ahead in Q4 (Dec/Jan) but likely we will decide against shipping it with Q4
CIRC-150: validation of check-in/check-out SP during loan CRUD (DONE , Kurt) required for UIU-485 (IN REVIEW, Aditya)
CIRC-156: dereference patron group ID to display the name along with the request (DONE, Kurt) UIREQ-114 is now IN REVIEW
Q4 Release Management updates:
mod-feefines is required by FOLIO core modules (ui-users) but the release has not been made on time. CT made an out-of-band release. Trying to communicate with UNAM on the matter.
External modules (Acq, ERM, MarcCat, etc) release deadline was last Friday (2018-12-07), most modules have been released on time but there are cases where some releases have not been made properly (Acq) or are still pending (mod/ui-marccat, ui-licences). CT is communicating with the POs and leads to try to help with those releases.
This Friday (2018-12-14) is core UI modules release deadline. After all core UI modules are released, the DevOps team will attempt to build a fresh Q4 environment (most likely Monday 2018-12-17). The deadline for creating the environment is on Friday
Performance: MODINVSTOR-215: Julian implements solution agreed with EPAM DBAs throuh RMB-301 (IN PROGRESS), unfortunately no status since last week.
Starting from this week and intensifying next week core back-enders will focus on various performance issues (Adam, Julian, Jeremy, William). Heikki is going to be away until the end of the year. Nassib will act as a partial replacement.
Reference data loading functionality RMB-296 (DONE) and initial implementation in one of the modules (mod-inventory-storage) MODINVSTOR-216) is completed. We have decided against shipping the functionality in Q4 due to necessary deployment changes. It will be shipped with Q1 and all modules will be updated to implement this functionality.
Devops:
Two new environments created: snapshot-core and snapshot-stable-core, with core modules only to allow for API updates
Working on non-standard deployment procedure to included edge-oai-pmh module in Q4, we will adress the tech debt around this in Q1.
FOLIO-1577: as mentioned above, an attempt to create Q4 environment will be made on Monday, Okapi can now generate a dependency graph to ease tracking dependency problems
FOLIO-1548: STCLI-114 IN PROGRESS (ability to run modules locally and have them communicate with the black-box)
Quality/Testing:
Initial test coverage for nightmare (integration) UI tests has been completed for selected modules (ui-users) and shows coverage on the level of 30% percent. More work is needed to capture full coverage across core FOLIO modules. This work is grouped under FOLIO-1618, tasks will be handed out from next week.
I have tagged the features and stories coming out of the November Chalmers visit. View the list here.
Circulation is still a risk area for Chalmers go-live. Specifically:
Request policy still be designed (re-designed) and some elements may be moving to the Loan policy. Cate, Sean and Tania working to get this nailed down for the developers asap
While some aspects of circulation are independent enough to be worked by a team other teams (e.g. loan and request policy CRUD, extending the loan rules editor) making these new policies effective will really need to be done by the Core team.
Making policies effective needs to be done in exactly the same code being modified for other ongoing circulation features such as in transit to home location and fulfilling pickup requests. Not a lot of work can be done concurrently here.
Title requests - still not clear what the plan is here.
Library opening hours calendar - Sean is finding bugs and issues with this Qulto-developed app. Which team is responsible for maintaining it? Sean would be the best fit from a PO perspective given his other features are primary consumers of calendar data.
Leipzig is hosting a self-built article index and are providing the data to a number of German libraries, most of them using vuFind discovery systems (are mostly hosted by Leipzig). The infrastructure/community is named finc. They are now getting ready to re-implement their configuration software on FOLIO. The code will of course be open source and re-usable, if there are any institutions interested in this kind of set-up. I have implemented a JIRA project (UIFC) for them to track their requirements.
@Jakub Skoczen
Started sprint 52
Backend issues critical for completing functional work:
CIRC-154: check-in by barcode API (IN PROGRESS by Marc) will be completed by the end of the week.
CIRC-146: Change status to "in transit" upon check-in (IN PROGRESS byt Marc) will be completed by the end of the week.
CIRC-150: validation of check-in/check-out SP during loan CRUD (IN PROGRESS by Kurt) required for UIU-485, will be completed by the end of the day
CIRC-156: dereference patron group ID to display the name along with the request (DONE, Kurt) no longer blocks UIREQ-114, needs handling of permissions
Cross team
Core backend API freeze is this Friday (2018-11-30)
MODINVSTOR-215: Julian implements solution agreed with EPAM DBAs, see RMB-301 (IN PROGRESS)
Adam is working on reference data loading; RMB-296 (DONE) and MODINVSTOR-216 (IN PROGRESS)
Devops:
FOLIO-1577: two new Okapi feature implemented (OKAPI-683 and OKAPI-684) to better report dependency issues and catch unreleased dependencies at release time. John will perform a Q4 build on Monday (2018-12-03)
FOLIO-1548: STCLI-15 completed, STCLI-114 (ability to run modules locally and have them communicate with the black-box) starting
Chalmers visit was very productive - Have a clearer understanding of their must-have workflows. Uncovered some gaps which will be logged as features in JIRA and discussed with the relevant SIGs
Need to decide on sprint review schedule during the holiday, as the normal cadence would have the next demo on Christmas day. Some options:
Tuesday Dec, 18
Thursday January 3
Tuesday January 8 (one week before release - too late?)
NOTE: Release is Monday January 14
Risks:
Circulation is a very high risk area for Chalmers' ability to go live
Fulfill pickup requests - This can't begin until In transit to home location (previous bullet) is complete. It is a very large feature and likely to not even be started in Q4.
Scheduler - Prerequisite for completion of patron notices and not started (wasn't actually targeted for Q4, but should have been)
Cap plan model has been updated
Need to review feasibility of Q1 targets with POs and get back to Product Council and Chalmers with our findings
@Jakub Skoczen
Mid sprint 51
Backend issues critical for completing functional work:
CIRC-154: check-in by barcode API (IN PROGRESS by William, to be handed off to Marc). William will issue a PR today and Marc will handle the review and any remaining work, once completed it will allow to unblock CIRC-146
CIRC-146: Change status to "in transit" upon check-in (IN PROGRESS handed over from Jeremy to Marc). Emma, Marc and I had a good meeting about specific uses cases and requirements not flashed out earlier (e.g repeated check-in/scan). We have also discussed extensions to handle pickup requests (a backend prerequisite for UXPROD-118), they seem quite manageable and contained but we decided that they will not be in scope for CIRC-146 to avoid putting UPROD-601 under threat.
CIRC-150: validation of check-in/check-out SP during loan CRUD (IN PROGRESS re-assigned to Kurt from Jeremy) required to complete UIU-485
CIRC-151: Make mod-circulation Service Point enabled (DONE, Kurt)
CIRC-156: dereference patron group ID to display the name along with the request (IN CODE REVIEW, Kurt) no longer blocks UIREQ-114, needs handling of permissions
UIREQ-144: Aditya has completed development work and put the issue IN REVIEW
Cross team
Kick-off meeting about the PubSub support in FOLIO based on the earlier proposal from Adam and Jakub happened last Wednesday, it has been decided that the proposal meets EPAMs requirement and the EPAM team will move ahead with implementation of mod-pubsub and "scope" functionality in Okapi. https://docs.google.com/document/d/1L0qJ6VEmlKU4UCfznnc7du9qPZpjVq3DhcW68leIgEY/edit
OKAPI/RMB, performance NFRs
MODINVSTOR-215: During the meeting with EPAM Postgres experts on Tuesday it has been decided that Julian will continue with a solution similar to what has been proposed and he will implement the solution in RMB. The Core Team will not need more support from EPAM. (see RMB-301)
Adam is working on reference data loading; RMB-296 and MODINVSTOR-216
Devops:
FOLIO-1577: Created automated builds for 'next-release' (IN PROGRESS, John) – there were missing releases blocking completion of this issue and it has become the focus of the last devops call. We have decided that it is not devops responsibility to request specific backend or front-end module releases, on the contrary – new "next-release" builds should be triggered by availability of new module releases. The specific dependency issues that prevent the current build are being investigated by Marc and John. We have decided to put additional guards in place to ensure that future releases are free from those dependency issues (OKAPI
FOLIO-1548: Create a lighter-weight folio/testing-backend VM – the SPIKE has concluded and the approach is to slim down the Vagrant VM and provide ability to load additional modules dynamicall (STCLI-15, STCLI-114)
15% reduction in Q4 features since last week (124 to 106). Many in deferrals in Acquisitions, but in other areas as well. See PO updates section for details on what was moved and why.
Cate, Ann-Marie and Khalilah are at Chalmers this week aligning around a new timeline and working to ensure Chalmers' needs are understood.
Chalmers section of this report has been updated, as has the Chalmers Release Dashboard in JIRA. Roughly the same content as before but organized differently so we could make use of more dynamic updates.
@Jakub Skoczen
Started sprint 51
Backend issues critical for completing functional work:
CIRC-104: store checkin/checkout SP with the loan (DONE by Jeremy)
CIRC-146: Change status to "in transit" upon check-in (IN PROGRESS by Jeremy, blocks UICHCKIN-17) is now blocked on CIRC-154 ("design and implement a "check-in-by-barcode" API)
CIRC-154: Marc has proposed an API for the checkout-by-barcode operation (IN PROGRESS by Jeremy)
CIRC-150: validation of check-in/check-out SP during loan CRUD (IN CODE REVIEW, Jeremy) a follow up to CIRC-104
CIRC-151: Make mod-circulation Service Point enabled (DONE, Kurt, blocks UIREQ-114 and UIU-485
CIRC-156: dereference patron group ID to display the name along with the request (IN PROGRESS, Kurt, blocks UIREQ-114)
UIREQ-144: includes more requirements about the needed extensions to the circulation APIs (hold shelf expiration date)
Cross team
Loan policy/rules and opening hours integration – discussing the design with Sean, Julian and Filip
PO deadline for first pass at Q1 targets is end of week. Features that are clearly not going to make Q4 may be moved to Q1 as part of this effort. POs will update on this report if there is feature slippage.
POs will also be tagging Q4 features that are at risk for deferment or splitting by end of week so we can get a better sense for how we are tracking. I'll link some reports to this page once the tagging is complete. Many features appear to be slipping. Some at-risk themes from Circulation: request fulfillment, In transit to home location, patron notices, title level requests etc.
Updated the Chalmers table below based on the latest rankings - a couple of new epics appear in the table, as they contain 1 or more feature now needed for go-live
Theodor will work with Chalmers to revisit their go-live features again to make sure they are accurate and (potentially) reduce scope
Cate, Ann-Marie, Khalilah and Theodor will be at Chalmers next week. Top priority: review existing functionality in detail (demos), identify gaps, determine if gaps are represented in the UXPROD backlog and prioritized appropriately. This will ensure we are clear on priorities.
Spoke with Victoria Rabykina (new scrum master) who highlighted some issues with our JIRA maintenance (stories without features, features without stories, too many features). I talked her through the UXPROD "rules" and she'll be following up with her POs to get things cleaned up. She may also have some good ideas for new reports and processes .
@Jakub Skoczen
Started sprint 51
Backend issues critical for completing functional work:
CIRC-104: store checkin/checkout SP with the loan (DONE by Jeremy)
CIRC-146: Change status to "in transit" upon check-in (IN PROGRESS by Jeremy, blocks UICHCKIN-17) is now blocked on CIRC-154 ("design and implement a "check-in-by-barcode" API)
CIRC-154: Marc has proposed an API for the checkout-by-barcode operation (IN PROGRESS by Jeremy)
CIRC-150: validation of check-in/check-out SP during loan CRUD (IN CODE REVIEW, Jeremy) a follow up to CIRC-104
CIRC-151: Make mod-circulation Service Point enabled (DONE, Kurt, blocks UIREQ-114 and UIU-485)
CIRC-156: dereference patron group ID to display the name along with the request (IN PROGRESS, Kurt, blocks UIREQ-114)
UIREQ-144: includes more requirements about the needed extensions to the circulation APIs (hold shelf expiration date)
Loan policy/rules and opening hours integration – figuring out a model of collaboration and support between Vega and the core team.
Reporting team has requested improvements to certain API docs (FOLIO-1556 and FOLIO-1557)
OKAPI/RMB, performance NFRs
MODINVSTOR-215: meeting with EPAM Postgres experts on Tuesday, Heikki is down pneumonia and Julian is looking into the issue while he is gone
FOLIO-1596: Re-enable platform builds for all ui-* modules PRs in CI (IN REVIEW, John)
FOLIO-1597: Add module dependency resolution quality gate for PRs in CI (IN REVIEW, John)
FOLIO-1577: Created automated builds for 'next-release' (BLOCKED, John) – this will likely be an early approach to the Q4 builds and env
FOLIO-1548: Create a lighter-weight folio/testing-backend VM (Wayne)
QA
Anton and Jakub discussed the work being done in the three most critical areas for quality:
Release management (being addressed by core DevOps and specifically FOLIO-1577)
Performance (being addressed by Julian and Heikki, more communication needed with Hongwei/Varun and help w MODINVSTOR-215)
Unit test coverage for core UI modules (being addressed by stripes-force for ui-inventory)
@Jakub Skoczen
Mid sprint 50
Backend issues critical for completing functional work:
CIRC-104: store checkin/checkout SP with the loan (IN CODE REVIEW by Jeremy)
CIRC-146: Change status to "in transit" upon check-in (IN PROGRESS by Jeremy, blocks UICHCKIN-17) is now blocked on CIRC-154 ("design and implement a "check-in-by-barcode" API)
CIRC-154: Marc has proposed an API for the checkout-by-barcode operation (IN PROGRESS by Jeremy)
CIRC-150: validation of check-in/check-out SP during loan CRUD (IN CODE REVIEW, Jeremy) a follow up to CIRC-104
CIRC-151: Make mod-circulation Service Point enabled (IN CODE REVIEW, Kurt, blocks UIREQ-114 and UIU-485)
CIRC-156: dereference patron group ID to display the name along with the request (Kurt, blocks UIREQ-114)
UIREQ-144: includes more requirements about the needed extensions to the circulation APIs (hold shelf expiration date)
Loan policy/rules and opening hours integration – figuring out a model of collaboration and support between Vega and the core team.
Reporting team has requested improvements to certain API docs (FOLIO-1556 and FOLIO-1557)
OKAPI/RMB, performance NFRs
Postgres performance optimisation (Inventory search) has hit a roadblock with certain kinds of queries not using an index. Heikki is working on a test case isolated from the FOLIO code base (see MODINVSTOR-215) and we will be looking for help from a Postgres experts.