Merge pull request #10320 from opf/feature/41050-Add-team-planner-to-onboarding-tour

[41050] Add team planner to onboarding tour

app/seeders/demo_data/query_builder.rb

@@ -74,10 +74,15 @@ module DemoData
     end
 
     def create_view(query)
+      type = config.fetch(:module, 'work_packages_table')
       View.create!(
-        type: config.fetch(:module, 'work_packages_table'),
+        type: type,
         query: query
       )
+
+      # Save information that a view has been seeded.
+      # This information can be used for example in the onboarding tour
+      Setting["demo_view_of_type_#{type}_seeded"] = 'true'
     end
 
     def set_project!(attr)

app/views/layouts/_common_head.html.erb

@@ -21,6 +21,7 @@
 
 <% if Setting.demo_projects_available %><meta name="demo_projects_available" content="true"/><% end %>
 <% if Setting.boards_demo_data_available %><meta name="boards_demo_data_available" content="true"/><% end %>
+<% if Setting.demo_view_of_type_team_planner_seeded %><meta name="demo_view_of_type_team_planner_seeded" content="true"/><% end %>
 <%= csrf_meta_tags %>
 <%= initializer_meta_tag %>
 
@@ -53,4 +54,4 @@
     <% end %>
   <% end %>
 <% end %>
-<%= crowdin_in_context_translation %>
+<%= crowdin_in_context_translation %>

config/locales/js-en.yml

@@ -556,6 +556,12 @@ en:
           create_button: 'The <b>+ Create</b> button will add a new work package to your project.'
           timeline_button: 'You can activate the <b>Gantt chart</b> view to create a timeline for your project.'
           timeline: 'Here you can <b>edit your project plan</b>, create new work packages, such as tasks, milestones, phases, and more, as well as <b>add dependencies</b>. All team members can see and update the latest plan at any time.'
+        team_planner:
+          overview: 'The team planner lets you visually assign tasks to team members and get an overview of who is working on what.'
+          calendar: 'The weekly or biweekly planning board displays all work packages assigned to your team members.'
+          add_assignee: 'To get started, add assignees to the team planner.'
+          add_existing: 'Search for existing work packages and drag them to the team planner to instantly assign them to a team member and define start and end dates.'
+          card: 'Drag work packages horizontally to move them backwards or forwards in time, drag the edges to change start and end dates and even drag them vertically to a different row to assign them to another member.'
 
     notifications:
       title: "Notifications"
@@ -1267,7 +1273,7 @@ en:
       load_error_message: 'There was an error loading the form'
       validation_error_message: 'Please fix the errors present in the form'
       advanced_settings: 'Advanced settings'
-    
+
     spot:
       filter_chip:
         remove: 'Remove'

config/settings.yml

@@ -350,6 +350,10 @@ demo_projects_available:
   default: false
 boards_demo_data_available:
   default: false
+demo_view_of_type_work_packages_table_seeded:
+  default: false
+demo_view_of_type_team_planner_seeded:
+  default: false
 security_badge_displayed:
   default: true
 installation_uuid:

frontend/src/app/core/setup/globals/onboarding/onboarding_tour.ts

@@ -14,6 +14,7 @@ import {
   scrumBacklogsTourSteps,
   scrumTaskBoardTourSteps,
 } from 'core-app/core/setup/globals/onboarding/tours/backlogs_tour';
+import { teamPlannerTourSteps } from 'core-app/core/setup/globals/onboarding/tours/team_planners_tour';
 
 require('core-vendor/enjoyhint');
 
@@ -68,23 +69,36 @@ function startTour(steps:OnboardingStep[]) {
   window.onboardingTourInstance.run();
 }
 
+function moduleVisible(name:string):boolean {
+  return document.getElementsByClassName(`${name}-view-menu-item`).length > 0;
+}
+
 function mainTour() {
   initializeTour('mainTourFinished');
 
   const boardsDemoDataAvailable = jQuery('meta[name=boards_demo_data_available]').attr('content') === 'true';
+  const teamPlannerDemoDataAvailable = jQuery('meta[name=demo_view_of_type_team_planner_seeded]').attr('content') === 'true';
   const eeTokenAvailable = !jQuery('body').hasClass('ee-banners-visible');
 
   waitForElement('.work-package--results-tbody', '#content', () => {
-    let steps:OnboardingStep[];
+    let steps:OnboardingStep[] = wpOnboardingTourSteps();
+
+    // Check for EE edition
+    if (eeTokenAvailable) {
+      // ... and available seed data of boards.
+      // Then add boards to the tour, otherwise skip it.
+      if (boardsDemoDataAvailable && moduleVisible('board')) {
+        steps = steps.concat(boardTourSteps());
+      }
 
-    // Check for EE edition, and available seed data of boards.
-    // Then add boards to the tour, otherwise skip it.
-    if (eeTokenAvailable && boardsDemoDataAvailable) {
-      steps = wpOnboardingTourSteps().concat(boardTourSteps()).concat(menuTourSteps());
-    } else {
-      steps = wpOnboardingTourSteps().concat(menuTourSteps());
+      // ... same for team planners
+      if (teamPlannerDemoDataAvailable && moduleVisible('team-planner')) {
+        steps = steps.concat(teamPlannerTourSteps());
+      }
     }
 
+    steps = steps.concat(menuTourSteps());
+
     startTour(steps);
   });
 }

frontend/src/app/core/setup/globals/onboarding/tours/team_planners_tour.ts

@@ -0,0 +1,52 @@
+import { waitForElement } from 'core-app/core/setup/globals/onboarding/helpers';
+import { OnboardingStep } from 'core-app/core/setup/globals/onboarding/onboarding_tour';
+
+export function teamPlannerTourSteps():OnboardingStep[] {
+  return [
+    {
+      'next .team-planner-view-menu-item': I18n.t('js.onboarding.steps.team_planner.overview'),
+      showSkip: false,
+      nextButton: { text: I18n.t('js.onboarding.buttons.next') },
+      onNext() {
+        jQuery('.team-planner-view-menu-item ~ .toggler')[0].click();
+        waitForElement('.op-sidemenu--items', '#main-menu', () => {
+          jQuery(".op-sidemenu--item-action:contains('Team planner')")[0].click();
+        });
+      },
+    },
+    {
+      'next [data-qa-selector="op-team-planner--calendar-pane"]': I18n.t('js.onboarding.steps.team_planner.calendar'),
+      showSkip: false,
+      nextButton: { text: I18n.t('js.onboarding.buttons.next') },
+      containerClass: '-dark -hidden-arrow',
+      timeout: () => new Promise((resolve) => {
+        waitForElement('.op-wp-single-card', '#content', () => {
+          resolve(undefined);
+        });
+      }),
+    },
+    {
+      'next [data-qa-selector="tp-assignee-add-button"]': I18n.t('js.onboarding.steps.team_planner.add_assignee'),
+      showSkip: false,
+      nextButton: { text: I18n.t('js.onboarding.buttons.next') },
+    },
+    {
+      'next [data-qa-selector="op-team-planner--add-existing-toggle"]': I18n.t('js.onboarding.steps.team_planner.add_existing'),
+      showSkip: false,
+      nextButton: { text: I18n.t('js.onboarding.buttons.next') },
+    },
+    {
+      'next [data-qa-selector="op-wp-single-card"]': I18n.t('js.onboarding.steps.team_planner.card'),
+      showSkip: false,
+      nextButton: { text: I18n.t('js.onboarding.buttons.next') },
+      onNext() {
+        const backArrows = Array.from(document.getElementsByClassName('main-menu--arrow-left-to-project'));
+        const teamPlannerBackArrow = backArrows.find((backArrow) => (backArrow.nextElementSibling as HTMLElement).innerText === 'Team planners') as HTMLElement;
+
+        if (teamPlannerBackArrow) {
+          teamPlannerBackArrow.click();
+        }
+      },
+    },
+  ];
+}

frontend/src/app/features/team-planner/team-planner/planner/team-planner.component.html

@@ -26,7 +26,10 @@
     </op-add-existing-pane>
   </ng-container>
 
-  <div class="op-team-planner--calendar-pane">
+  <div
+    class="op-team-planner--calendar-pane"
+    data-qa-selector="op-team-planner--calendar-pane"
+  >
     <ng-container
       *ngIf="(calendarOptions$ | async) as calendarOptions"
     >

modules/team_planner/spec/features/onboarding/team_planner_onboarding_tour_spec.rb

@@ -0,0 +1,113 @@
+#-- copyright
+# OpenProject is an open source project management software.
+# Copyright (C) 2012-2022 the OpenProject GmbH
+#
+# This program is free software; you can redistribute it and/or
+# modify it under the terms of the GNU General Public License version 3.
+#
+# OpenProject is a fork of ChiliProject, which is a fork of Redmine. The copyright follows:
+# Copyright (C) 2006-2013 Jean-Philippe Lang
+# Copyright (C) 2010-2013 the ChiliProject Team
+#
+# This program is free software; you can redistribute it and/or
+# modify it under the terms of the GNU General Public License
+# as published by the Free Software Foundation; either version 2
+# of the License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program; if not, write to the Free Software
+# Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA  02110-1301, USA.
+#
+# See COPYRIGHT and LICENSE files for more details.
+#++
+
+require 'spec_helper'
+require_relative './../../support/onboarding/onboarding_steps'
+
+describe 'team planner onboarding tour', js: true do
+  let(:next_button) { find('.enjoyhint_next_btn') }
+
+  let(:demo_project) do
+    create :project,
+           name: 'Demo project',
+           identifier: 'demo-project',
+           public: true,
+           enabled_module_names: %w[work_package_tracking wiki team_planner_view]
+  end
+  let(:scrum_project) do
+    create :project,
+           name: 'Scrum project',
+           identifier: 'your-scrum-project',
+           public: true,
+           enabled_module_names: %w[work_package_tracking wiki]
+  end
+
+  let(:user) do
+    create :admin,
+           member_in_project: demo_project,
+           member_with_permissions: %w[view_work_packages edit_work_packages add_work_packages
+                                       view_team_planner manage_team_planner save_queries manage_public_queries
+                                       work_package_assigned]
+  end
+
+  let!(:wp1) do
+    create(:work_package,
+           project: demo_project,
+           assigned_to: user,
+           start_date: Time.zone.today,
+           due_date: Time.zone.today)
+  end
+  let!(:wp2) { create(:work_package, project: scrum_project) }
+
+  let(:query) { create :query, user: user, project: demo_project, public: true, name: 'Team planner' }
+  let(:team_plan) do
+    create :view_team_planner,
+           query: query,
+           assignees: [user],
+           projects: [demo_project, scrum_project]
+  end
+
+  before do
+    team_plan
+    with_enterprise_token :team_planner_view
+    login_as user
+
+    allow(Setting).to receive(:demo_projects_available).and_return(true)
+    allow(Setting).to receive(:demo_view_of_type_team_planner_seeded).and_return(true)
+  end
+
+  after do
+    # Clear session to avoid that the onboarding tour starts
+    page.execute_script("window.sessionStorage.clear();")
+  end
+
+  context 'as a new user' do
+    it 'I see the team planner onboarding tour in the demo project' do
+      # Set the tour parameter so that we can start on the wp page
+      visit "/projects/#{demo_project.identifier}/work_packages?start_onboarding_tour=true"
+
+      step_through_onboarding_wp_tour demo_project, wp1
+
+      step_through_onboarding_team_planner_tour
+
+      step_through_onboarding_main_menu_tour has_full_capabilities: true
+    end
+
+    it "I do not see the team planner onboarding tour in the scrum project" do
+      # Set sessionStorage value so that the tour knows that it is in the scum tour
+      page.execute_script("window.sessionStorage.setItem('openProject-onboardingTour', 'startMainTourFromBacklogs');")
+
+      # Set the tour parameter so that we can start on the wp page
+      visit "/projects/#{scrum_project.identifier}/work_packages?start_onboarding_tour=true"
+
+      step_through_onboarding_wp_tour scrum_project, wp2
+
+      step_through_onboarding_main_menu_tour has_full_capabilities: true
+    end
+  end
+end

modules/team_planner/spec/support/onboarding/onboarding_steps.rb

@@ -0,0 +1,54 @@
+#-- copyright
+# OpenProject is an open source project management software.
+# Copyright (C) 2012-2022 the OpenProject GmbH
+#
+# This program is free software; you can redistribute it and/or
+# modify it under the terms of the GNU General Public License version 3.
+#
+# OpenProject is a fork of ChiliProject, which is a fork of Redmine. The copyright follows:
+# Copyright (C) 2006-2013 Jean-Philippe Lang
+# Copyright (C) 2010-2013 the ChiliProject Team
+#
+# This program is free software; you can redistribute it and/or
+# modify it under the terms of the GNU General Public License
+# as published by the Free Software Foundation; either version 2
+# of the License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program; if not, write to the Free Software
+# Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA  02110-1301, USA.
+#
+# See COPYRIGHT and LICENSE files for more details.
+#++
+
+module OnboardingSteps
+  def step_through_onboarding_team_planner_tour
+    next_button.click
+    expect(page).to have_text sanitize_string(I18n.t('js.onboarding.steps.team_planner.overview')), normalize_ws: true
+
+    next_button.click
+    expect(page)
+      .to have_text sanitize_string(I18n.t('js.onboarding.steps.team_planner.calendar')), normalize_ws: true, wait: 5
+
+    next_button.click
+    expect(page)
+      .to have_text sanitize_string(I18n.t('js.onboarding.steps.team_planner.add_assignee')), normalize_ws: true
+
+    next_button.click
+    expect(page)
+      .to have_text sanitize_string(I18n.t('js.onboarding.steps.team_planner.add_existing')), normalize_ws: true
+
+    next_button.click
+    expect(page)
+      .to have_text sanitize_string(I18n.t('js.onboarding.steps.team_planner.card')), normalize_ws: true
+  end
+end
+
+RSpec.configure do |config|
+  config.include OnboardingSteps
+end

spec/factories/view_factory.rb

@@ -34,10 +34,6 @@ FactoryBot.define do
 
   factory :view_work_packages_table, parent: :view
 
-  factory :view_team_planner, parent: :view do
-    type { 'team_planner' }
-  end
-
   factory :view_work_packages_calendar, parent: :view do
     type { 'work_packages_calendar' }
   end

spec/factories/view_team_planner_factory.rb

@@ -0,0 +1,53 @@
+#-- copyright
+# OpenProject is an open source project management software.
+# Copyright (C) 2012-2022 the OpenProject GmbH
+#
+# This program is free software; you can redistribute it and/or
+# modify it under the terms of the GNU General Public License version 3.
+#
+# OpenProject is a fork of ChiliProject, which is a fork of Redmine. The copyright follows:
+# Copyright (C) 2006-2013 Jean-Philippe Lang
+# Copyright (C) 2010-2013 the ChiliProject Team
+#
+# This program is free software; you can redistribute it and/or
+# modify it under the terms of the GNU General Public License
+# as published by the Free Software Foundation; either version 2
+# of the License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program; if not, write to the Free Software
+# Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA  02110-1301, USA.
+#
+# See COPYRIGHT and LICENSE files for more details.
+#++
+
+FactoryBot.define do
+  factory :view_team_planner, parent: :view do
+    type { 'team_planner' }
+    transient do
+      assignees { [] }
+      projects { [] }
+    end
+
+    callback(:after_create) do |view, evaluator|
+      query = view.query
+
+      if evaluator.assignees.any?
+        query.add_filter('assigned_to_id', '=', evaluator.assignees.map(&:id).uniq)
+      end
+
+      if evaluator.projects.any?
+        query.add_filter('project_id', '=', ([query.project.id] + evaluator.projects.map(&:id)).uniq)
+      end
+
+      User.system.run_given do
+        query.save!
+      end
+    end
+  end
+end