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TaskJuggler::NikuReport

The Niku report can be used to export resource allocation data for certain task groups in the Niku XOG format. This file can be read by the Clarity enterprise resource management software from Computer Associates. Since I don’t think this is a use case for many users, the implementation is somewhat of a hack. The report relies on 3 custom attributes that the user has to define in the project. Resources must be tagged with a ClarityRID and Tasks must have a ClarityPID and a ClarityPName. This file format works for our Clarity installation. I have no idea if it is even portable to other Clarity installations.

Public Class Methods

new(report) click to toggle source
    # File lib/taskjuggler/reports/NikuReport.rb, line 56
56:     def initialize(report)
57:       super(report)
58: 
59:       # A Hash to store NikuProject objects by id
60:       @projects = {}
61: 
62:       # A Hash to map ClarityRID to Resource
63:       @resources = {}
64: 
65:       # Unallocated and vacation time during the report period for all
66:       # resources hashed by ClarityId. Values are in days.
67:       @resourcesFreeWork = {}
68: 
69:       # Resources total effort during the report period hashed by ClarityId
70:       @resourcesTotalEffort = {}
71: 
72:       @scenarioIdx = nil
73:     end

Public Instance Methods

generateIntermediateFormat() click to toggle source
    # File lib/taskjuggler/reports/NikuReport.rb, line 75
75:     def generateIntermediateFormat
76:       super
77: 
78:       @scenarioIdx = a('scenarios')[0]
79: 
80:       computeResourceTotals
81:       collectProjects
82:       computeProjectAllocations
83:     end
to_csv() click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 204
204:     def to_csv
205:       table = []
206:       # Header line with project names
207:       table << (row = [])
208:       # First column is the resource name and ID.
209:       row << ""
210:       projectIds = @projects.keys.sort
211:       projectIds.each do |projectId|
212:         row << @projects[projectId].name
213:       end
214: 
215:       # Header line with project IDs
216:       table << (row = [])
217:       row << "Resource"
218:       projectIds.each do |projectId|
219:         row << projectId
220:       end
221: 
222:       @resourcesTotalEffort.keys.sort.each do |resourceId|
223:         # Add one line per resource.
224:         table << (row = [])
225:         row << "#{@resources[resourceId].name} (#{resourceId})"
226:         projectIds.each do |projectId|
227:           row << sum(projectId, resourceId)
228:         end
229:       end
230: 
231:       table
232:     end
to_html() click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 85
 85:     def to_html
 86:       tableFrame = generateHtmlTableFrame
 87: 
 88:       tableFrame << (tr = XMLElement.new('tr'))
 89:       tr << (td = XMLElement.new('td'))
 90:       td << (table = XMLElement.new('table', 'class' => 'tj_table',
 91:                                              'cellspacing' => '1'))
 92: 
 93:       # Table Header with two rows. First the project name, then the ID.
 94:       table << (thead = XMLElement.new('thead'))
 95:       thead << (tr = XMLElement.new('tr', 'class' => 'tabline'))
 96:       # First line
 97:       tr << htmlTabCell('Project', true, 'right')
 98:       @projects.keys.sort.each do |projectId|
 99:         # Don't include projects without allocations.
100:         next if projectTotal(projectId) <= 0.0
101:         name = @projects[projectId].name
102:         # To avoid exploding tables for long project names, we only show the
103:         # last 15 characters for those. We expect the last characters to be
104:         # more significant in those names than the first.
105:         name = '...' + name[15..1] if name.length > 15
106:         tr << htmlTabCell(name, true, 'center')
107:       end
108:       tr << htmlTabCell('', true)
109:       # Second line
110:       thead << (tr = XMLElement.new('tr', 'class' => 'tabline'))
111:       tr << htmlTabCell('Resource', true, 'left')
112:       @projects.keys.sort.each do |projectId|
113:         # Don't include projects without allocations.
114:         next if projectTotal(projectId) <= 0.0
115:         tr << htmlTabCell(projectId, true, 'center')
116:       end
117:       tr << htmlTabCell('Total', true, 'center')
118: 
119:       # The actual content. One line per resource.
120:       table << (tbody = XMLElement.new('tbody'))
121:       numberFormat = a('numberFormat')
122:       @resourcesTotalEffort.keys.sort.each do |resourceId|
123:         tbody << (tr = XMLElement.new('tr', 'class' => 'tabline'))
124:         tr << htmlTabCell("#{@resources[resourceId].name} (#{resourceId})",
125:                           true, 'left')
126: 
127:         @projects.keys.sort.each do |projectId|
128:           next if projectTotal(projectId) <= 0.0
129:           value = sum(projectId, resourceId)
130:           valStr = numberFormat.format(value)
131:           valStr = '' if valStr.to_f == 0.0
132:           tr << htmlTabCell(valStr)
133:         end
134: 
135:         tr << htmlTabCell(numberFormat.format(resourceTotal(resourceId)), true)
136:       end
137: 
138:       # Project totals
139:       tbody << (tr = XMLElement.new('tr', 'class' => 'tabline'))
140:       tr << htmlTabCell('Total', 'true', 'left')
141:       @projects.keys.sort.each do |projectId|
142:         next if (pTotal = projectTotal(projectId)) <= 0.0
143:         tr << htmlTabCell(numberFormat.format(pTotal), true, 'right')
144:       end
145:       tr << htmlTabCell(numberFormat.format(total()), true, 'right')
146:       tableFrame
147:     end
to_niku() click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 149
149:     def to_niku
150:       xml = XMLDocument.new
151:       xml << XMLComment.new(Generated by #{AppConfig.softwareName} v#{AppConfig.version} on #{TjTime.new}For more information about #{AppConfig.softwareName} see #{AppConfig.contact}.Project: #{@project['name']}Date:    #{@project['now']}
152:                            )
153:       xml << (nikuDataBus =
154:               XMLElement.new('NikuDataBus',
155:                              'xmlns:xsi' =>
156:                              'http://www.w3.org/2001/XMLSchema-instance',
157:                              'xsi:noNamespaceSchemaLocation' =>
158:                              '../xsd/nikuxog_project.xsd'))
159:       nikuDataBus << XMLElement.new('Header', 'action' => 'write',
160:                                     'externalSource' => 'NIKU',
161:                                     'objectType' => 'project',
162:                                     'version' => '7.5.0')
163:       nikuDataBus << (projects = XMLElement.new('Projects'))
164: 
165:       timeFormat = '%Y-%m-%dT%H:%M:%S'
166:       numberFormat = a('numberFormat')
167:       @projects.keys.sort.each do |projectId|
168:         prj = @projects[projectId]
169:         projects << (project =
170:                      XMLElement.new('Project',
171:                                     'name' => prj.name,
172:                                     'projectID' => prj.id))
173:         project << (resources = XMLElement.new('Resources'))
174:         prj.resources.keys.sort.each do |resourceId|
175:           res = prj.resources[resourceId]
176:           resources << (resource =
177:                         XMLElement.new('Resource',
178:                                        'resourceID' => res.id,
179:                                        'defaultAllocation' => '0'))
180:           resource << (allocCurve = XMLElement.new('AllocCurve'))
181:           allocCurve << (XMLElement.new('Segment',
182:                                         'start' =>
183:                                         a('start').to_s(timeFormat),
184:                                         'finish' =>
185:                                         (a('end') - 1).to_s(timeFormat),
186:                                         'sum' => numberFormat.format(
187:                                           sum(prj.id, res.id)).to_s))
188:         end
189: 
190:         # The custom information section usually contains Clarity installation
191:         # specific parts. They are identical for each project section, so we
192:         # mis-use the title attribute to insert them as an XML blob.
193:         project << XMLBlob.new(a('title')) unless a('title').empty?
194:       end
195: 
196:       xml.to_s
197:     end

Private Instance Methods

collectProjects() click to toggle source

Search the Task list for the various ClarityPIDs and create a new Task list for each ClarityPID.

     # File lib/taskjuggler/reports/NikuReport.rb, line 352
352:     def collectProjects
353:       # Prepare the task list.
354:       taskList = PropertyList.new(@project.tasks)
355:       taskList.setSorting(@report.get('sortTasks'))
356:       taskList = filterTaskList(taskList, nil, @report.get('hideTask'),
357:                                 @report.get('rollupTask'),
358:                                 @report.get('openNodes'))
359: 
360: 
361:       taskList.each do |task|
362:         # We only care about tasks that are leaf tasks and have resource
363:         # allocations.
364:         next unless task.leaf? ||
365:                     task['assignedresources', @scenarioIdx].empty?
366: 
367:         id = task.get('ClarityPID')
368:         # Ignore tasks without a ClarityPID attribute.
369:         next if id.nil?
370:         if id.empty?
371:           raise TjException.new,
372:                 "ClarityPID of task #{task.fullId} may not be empty"
373:         end
374: 
375:         name = task.get('ClarityPName')
376:         if name.nil?
377:           raise TjException.new,
378:                 "ClarityPName of task #{task.fullId} has not been set!"
379:         end
380:         if name.empty?
381:           raise TjException.new,
382:                 "ClarityPName of task #{task.fullId} may not be empty!"
383:         end
384: 
385:         if (project = @projects[id]).nil?
386:           # We don't have a record for the Clarity project yet, so we create a
387:           # new NikuProject object.
388:           project = NikuProject.new(id, name)
389:           # And store it in the project list hashed by the ClarityPID.
390:           @projects[id] = project
391:         else
392:           # Due to a design flaw in the Niku file format, Clarity projects are
393:           # identified by a name and an ID. We have to check that those pairs
394:           # are always the same.
395:           if (fTask = project.tasks.first).get('ClarityPName') != name
396:             raise TjException.new,
397:               "Task #{task.fullId} and task #{fTask.fullId} " +
398:               "have same ClarityPID (#{id}) but different ClarityPName " +
399:               "(#{name}/#{fTask.get('ClarityPName')})"
400:           end
401:         end
402:         # Append the Task to the task list of the Clarity project.
403:         project.tasks << task
404:       end
405: 
406:       if @projects.empty?
407:         raise TjException.new,
408:           'No tasks with the custom attributes ClarityPID and ClarityPName ' +
409:           'were found!'
410:       end
411: 
412:       # If the user did specify a project ID and name to collect the vacation
413:       # time, we'll add this as a project as well.
414:       if (id = @report.get('timeOffId')) && (name = @report.get('timeOffName'))
415:         @projects[id] = project = NikuProject.new(id, name)
416:         @resources.each do |resourceId, resource|
417:           project.resources[resourceId] = r = NikuResource.new(resourceId)
418:           r.sum = @resourcesFreeWork[resourceId]
419:         end
420:       end
421:     end
computeProjectAllocations() click to toggle source

Compute the total effort each Resource is allocated to the Task objects that have the same ClarityPID.

     # File lib/taskjuggler/reports/NikuReport.rb, line 425
425:     def computeProjectAllocations
426:       # Prepare a template for the Query we will use to get all the data.
427:       queryAttrs = { 'project' => @project,
428:                      'scenarioIdx' => @scenarioIdx,
429:                      'loadUnit' => a('loadUnit'),
430:                      'numberFormat' => a('numberFormat'),
431:                      'timeFormat' => a('timeFormat'),
432:                      'currencyFormat' => a('currencyFormat'),
433:                      'start' => a('start'), 'end' => a('end'),
434:                      'costAccount' => a('costAccount'),
435:                      'revenueAccount' => a('revenueAccount') }
436:       query = Query.new(queryAttrs)
437: 
438:       timeOffId = @report.get('timeOffId')
439:       @projects.each_value do |project|
440:         next if project.id == timeOffId
441:         project.tasks.each do |task|
442:           task['assignedresources', @scenarioIdx].each do |resource|
443:             # Only consider resources that are in the filtered resource list.
444:             next unless @resources[resource.get('ClarityRID')]
445: 
446:             query.property = task
447:             query.scopeProperty = resource
448:             query.attributeId = 'effort'
449:             query.process
450: 
451:             work = query.to_num
452: 
453:             # If the resource was not actually working on this task during the
454:             # report period, we don't create a record for it.
455:             next if work <= 0.0
456: 
457:             resourceId = resource.get('ClarityRID')
458:             if (resourceRecord = project.resources[resourceId]).nil?
459:               # If we don't already have a NikuResource object for the
460:               # Resource, we create a new one.
461:               resourceRecord = NikuResource.new(resourceId)
462:               # Store the new NikuResource in the resource list of the
463:               # NikuProject record.
464:               project.resources[resourceId] = resourceRecord
465:             end
466:             resourceRecord.sum += query.to_num
467:           end
468:         end
469:       end
470:     end
computeResourceTotals() click to toggle source

The report must contain percent values for the allocation of the resources. A value of 1.0 means 100%. The resource is fully allocated for the whole report period. To compute the percentage later on, we first have to compute the maximum possible allocation.

     # File lib/taskjuggler/reports/NikuReport.rb, line 285
285:     def computeResourceTotals
286:       # Prepare the resource list.
287:       resourceList = PropertyList.new(@project.resources)
288:       resourceList.setSorting(@report.get('sortResources'))
289:       resourceList = filterResourceList(resourceList, nil,
290:                                         @report.get('hideResource'),
291:                                         @report.get('rollupResource'),
292:                                         @report.get('openNodes'))
293: 
294:       # Prepare a template for the Query we will use to get all the data.
295:       queryAttrs = { 'project' => @project,
296:                      'scopeProperty' => nil,
297:                      'scenarioIdx' => @scenarioIdx,
298:                      'loadUnit' => a('loadUnit'),
299:                      'numberFormat' => a('numberFormat'),
300:                      'timeFormat' => a('timeFormat'),
301:                      'currencyFormat' => a('currencyFormat'),
302:                      'start' => a('start'), 'end' => a('end'),
303:                      'costAccount' => a('costAccount'),
304:                      'revenueAccount' => a('revenueAccount') }
305:       query = Query.new(queryAttrs)
306: 
307:       # Calculate the number of working days in the report interval.
308:       workingDays = @project.workingDays(Interval.new(a('start'), a('end')))
309: 
310:       resourceList.each do |resource|
311:         # We only care about leaf resources that have the custom attribute
312:         # 'ClarityRID' set.
313:         next if !resource.leaf? ||
314:                 (resourceId = resource.get('ClarityRID')).nil? ||
315:                 resourceId.empty?
316: 
317: 
318:         query.property = resource
319: 
320:         # First get the allocated effort.
321:         query.attributeId = 'effort'
322:         query.process
323:         # Effort in resource days
324:         total = query.to_num
325: 
326:         # A fully allocated resource should always have a total of 1.0 per
327:         # working day. If the total is larger, we assume unpaid overtime. If
328:         # it's less, the resource was either not fully allocated or had less
329:         # working hours or was on vacation.
330:         if total >= workingDays
331:           @resourcesFreeWork[resourceId] = 0.0
332:         else
333:           @resourcesFreeWork[resourceId] = workingDays - total
334:           total = workingDays
335:         end
336:         @resources[resourceId] = resource
337: 
338:         # This is the maximum possible work of this resource in the report
339:         # period.
340:         @resourcesTotalEffort[resourceId] = total
341:       end
342: 
343:       # Make sure that we have at least one Resource with a ClarityRID.
344:       if @resourcesTotalEffort.empty?
345:         raise TjException.new,
346:           'No resources with the custom attribute ClarityRID were found!'
347:       end
348:     end
htmlTabCell(text, headerCell = false, align = 'right') click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 272
272:     def htmlTabCell(text, headerCell = false, align = 'right')
273:       td = XMLElement.new('td', 'class' => headerCell ? 'tabhead' : 'taskcell1')
274:       td << XMLNamedText.new(text, 'div',
275:                              'class' => headerCell ? 'headercelldiv' : 'celldiv',
276:                              'style' => "text-align:#{align}")
277:       td
278:     end
projectTotal(projectId) click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 254
254:     def projectTotal(projectId)
255:       total = 0.0
256:       @resources.each_key do |resourceId|
257:         total += sum(projectId, resourceId)
258:       end
259:       total
260:     end
resourceTotal(resourceId) click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 246
246:     def resourceTotal(resourceId)
247:       total = 0.0
248:       @projects.each_key do |projectId|
249:         total += sum(projectId, resourceId)
250:       end
251:       total
252:     end
sum(projectId, resourceId) click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 236
236:     def sum(projectId, resourceId)
237:       project = @projects[projectId]
238:       return 0.0 unless project
239: 
240:       resource = project.resources[resourceId]
241:       return 0.0 unless resource && @resourcesTotalEffort[resourceId]
242: 
243:       resource.sum / @resourcesTotalEffort[resourceId]
244:     end
total() click to toggle source
     # File lib/taskjuggler/reports/NikuReport.rb, line 262
262:     def total
263:       total = 0.0
264:       @projects.each_key do |projectId|
265:         @resources.each_key do |resourceId|
266:           total += sum(projectId, resourceId)
267:         end
268:       end
269:       total
270:     end

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