Speccing out new features - project-planning

I am curious as to how other development teams spec out new features. The team I have just moved up to lead has no real specification process. I have just implemented a proper development process with CI, auto deployment and logging all bugs using Trac and I am now moving on to deal with changes.
I have a list of about 20 changes to our product to have done over the next 2 months. Normally I would just spec out each change going into detail of what should be done but I am curious as to how other teams handle this. Any suggestions?

I think we had a successful approach in my last job as we delivered the project on time and with only a couple of issues found in production. However, there were only 3 people working on the product, so I'm not entirely sure how it would scale to larger teams.
We wrote specs upfront for the whole product but without going into too much detail and with an emphasis on the UI. This was a means for us to get a feel for what had to be done and for the scope of the project.
When we started implementing things, we had to work everything out in a lot more detail (and inevitably had to do some things differently from the spec). To that end, we got together and worked out the best approach to implementing each feature (sometimes with prototypes). We didn't update the original spec but we did make notes after the meetings as it's very easy to forget the details afterwards.
So in summary, my approach is to treat specs as an exploratory tool and to work out finer details during implementation. Depending on the project, it may also be a good idea to keep the original spec up to date as the application evolves (which we didn't need to do this time).

Good question but its can be subjective. I guess it depends on the strategy of the product, if its to be deployed to multiple clients in the same way or to a single client on a bespoke project, the impact, dependency these changes have on the system and each other and the priority these changes need to be made.
I would look at the priority and the dependency, that will naturally start grouping things?

Related

How to implement continuous migration for large website?

I am working on a website of 3,000+ pages that is updated on a daily basis. It's already built on an open source CMS. However, we cannot simply continue to apply hot fixes on a regular basis. We need to replace the entire system and I anticipate the need to replace the entire system on a 1-2 year basis. We don't have the staff to work on a replacement system while the other is being worked on, as it results in duplicate effort. We also cannot have a "code freeze" while we work on the new site.
So, this amounts to changing the tire while driving. Or fixing the wings while flying. Or all sorts of analogies.
This brings me to a concept called "continuous migration." I read this article here: https://www.acquia.com/blog/dont-wait-migrate-drupal-continuous-migration
The writer's suggestion is to use a CDN like Fastly. The idea is that a CDN allows you to switch between a legacy system and a new system on a URL basis. This idea, in theory, sounds like a great idea that would work. This article claims that you can do this with Varnish but Fastly makes the job easier. I don't work much with Varnish, so I can't really verify its claims.
I also don't know if this is a good idea or if there are better alternatives. I looked at Fastly's pricing scheme, and I simply cannot translate what it means to a specific price point. I don't understand these cryptic cloud-service pricing plans, they don't make sense to me. I don't know what kind of bandwidth the website uses. Another agency manages the website's servers.
Can someone help me understand whether or not using an online CDN would be better over using something like Varnish? Is there free or cheaper solutions? Can someone tell me what this amounts to, approximately, on a monthly or annual basis? Any other, better ways to roll out a new website on a phased basis for a large website?
Thanks!
I think I do not have the exact answers to your question but may be my answer helps a little bit.
I don't think that the CDN gives you an advantage. It is that you have more than one system.
Changes to the code
In professional environments I'm used to have three different CMS installations. The fist is the development system, usually on my PC. That system is used to develop the extensions, fix bugs and so on supported by unit-tests. The code is committed to a revision control system (like SVN, CVS or Git). A continuous integration system checks the commits to the RCS. When feature is implemented (or some bugs are fixed) a named tag will be created. Then this tagged version is installed on a test-system where developers, customers and users can test the implementation. After a successful test exactly this tagged version will be installed on the production system.
A first sight this looks time consuming. But it isn't because most of the steps can be automated. And the biggest advantage is that the customer can test the change on a test system. And it is very unlikely that an error occurs only on your production system. (A precondition is that your systems are build on a similar/equal environment. )
Changes to the content
If your code changes the way your content is processed it is an advantage when your
CMS has strong workflow support. Than you can easily add a step to your workflow
which desides if the content is old and has to be migrated for the current document.
This way you have a continuous migration of the content.
HTH
Varnish is a cache rather than a CDN. It intercepts page requests and delivers a cached version if one exists.
A CDN will serve up contents (images, JS, other resources etc) from an off-server location, typically in the cloud.
The cloud-based solutions pricing is often very cryptic as it's quite complicated technology.
I would be careful with continuous migration. I've done both methods in the past (continuous and full migrations) and I have to say, continuous is a pain. It means double the admin time for everything, and assumes your requirements are the same at all points in time.
Unfortunately, I would say you're better with a proper rebuilt on a 1-2 year basis than a continuous migration, but obviously you know best about that.
I would suggest you maybe also consider a hybrid approach? Build yourself an export tool to keep all of your content in a transferrable state like CSV/XML/JSON so you can just import into a new system when ready. This means you can incorporate new build requests when you need them in a new system (what's the point in a new system if it does exactly the same as the old one) and you get to keep all your content. Plus you don't need to build and maintain two CMS' all the time.

How to define Columns and Status in JIRA to make sense for all issue types (Tasks, Epics, etc.)

Background:
JIRA offers a single set of statuses for all types of issues in a project.
Problem:
The problem is that the status set for a task is ToDo, InProgress, and Done. While for a UserStory in the same project it might be Designing, Developping, Testing, Releasing, and Done. It can even be different for a bug or an Epic.
Question:
How do you keep track of the workflow of your product and at the same time manage the status of your tasks using the single set of JIRA status.
PS: I know they can be customized for each project, but it doesn't help because you can't customize them for each issue type separately.
I think one of the reasons that JIRA offers the To Do, In Progress, and Done is that these can apply to anything. You either haven't done it, you're doing something, or you finished. That set can apply to any type of item.
That being said, I feel your pain in wanting to have a better view into the true state of an issue. What we have found we use for our OnDemand agile boards is to set up something like the following:
To Do
In Progress
Ready for Review
In Review
Done
For most types of issues, this can work. It adds that bit of extra layer to be able to identify what is ready for testing.
One of the things that is tricky is dependent tasks. For example, I noticed you mentioned "Designing" as a stage, and I'm not sure this makes sense in an agile sense. If the design is emerging from the development, it may be better to allow the design/development to flow within the development team. However, we all know that sometimes you need to get some details ironed out before you can proceed, or there may be some people that need to become involved before a dev can proceed. We made the mistake of trying to turn this into a stage, but what we found was that this was really either a sub-task for part of the team, or an impediment (blocker). By flagging stories, you can identify that a story requires something to be done before the development team can proceed.
If you are using Kanban, and not a Scrum board, the sub-task approach will not be for you. In those cases, you'll just need to make sure you have stages that make sense for all the issues you create. Stages will have to be fairly 'generic'. This sounds bad.
But it is not!
I believe teams generally use the stages for a few reasons:
Checking on status of an iteration
Inform other team members that they can pick up an item
Try to get a visual estimate on how close to Done an issue is.
More stages doesn't necessarily give a better status on an iteration as you really just need to see how many points you've closed and how many are in progress. So, at least for that goal, a more generic set of stages should work.
As for informing team members, too often I've seen teams retreat to the digital board to replace communication with each other. The fewer stages you have, the more you can force your team to talk to each other and work together to get a story to done. Things will work better this way, I guarantee it! Having a bit of a break-down helps, especially if you are working on a lot of items at once or have distributed teams working in different time zones, but keeping it simple is usually better.
Tracking the "how close to Done" is the hardest to do with generic stages. However, the multiple stages can be misleading. An item that is almost all the way across might have a severe bug in it that hasn't been found yet, so no matter how many stages you have your view on this item isn't any more accurate than a single "In Progress" stage. It isn't Done until it's Done :)
This was a long way for me to recommend keeping your workflow simple and letting your team use communication to keep on top of things. Maybe I should have just started with that!
The statuses that are available to each project is determined by the Workflow to which it is assigned. Not only does a workflow define the statuses, but it also defines what statuses you can progress to from a particular status. You can either create your own Workflows or you can download predefined workflows that suite your need.
In order to have separate workflows for different issue types, we need to define a Workflow Scheme:
1- Go to Jira Administration -> Workflow Schemes
2- Edit the Wokflow Scheme that is assigned to your project
3- Click the "Add Workflow" to add a new workflow for the issue types for which you need a different workflow and assign those issue types.

Rule development and deployment management with Drools Guvnor

Introduction
Drools Guvnor has it's own versioning system, that in production use allows the users of an application to modify the rules and decision tables in order to adapt to change in their business. Yet, the same assets continue to live on the development version control system, where new features to the app are developed.
This post is for looking insight/ideas/experience on rule development and deployment when working with Drools rules and Guvnor.
Below are some key concepts I've been puzzling about.
Deployment to Guvnor
First of all, what is the best way to deploy the drl files and decision tables to production environment? Just simply put them on a zip package and then unzip to Web-Dav folder? What I have navigated around Drools, I haven't found a way to import more than one file at a time. The fact model can be added as a jar archive, though. Guvnor seems to have a REST API of some sort, but using that would require custom deployment scripts.
Change management
Secondly, once the application is in production, the users will likely want to change the values in decision tables in order to set the discount percentages to higher for premium clients etc. This is all fine and dandy, until comes the time to start development of version 2.0 of the app.
Now what we have at this point is
drl files and decision tables in version controlling system
drl files and decision tables in production environment with user modifications, versioned by Guvnor
Now we are in the point of getting the rules and decision tables back from the Guvnor. And again is the Web-Dav folder the best for this, what other options there are?
Merge tools today can even handle Excel file diffs, but sounds like a merge hell to me on a big scale projects.
Keeping the fact model backwards compatible
Yet another topic is fact model integrity. For the assumed version 2.0, developers always want to make refactoring and tear the whole fact model upside down. Still, it must remain backwards compatible with the previous versions as there may be user modified rules that depend on that. Any tips on this? Just keep the fact model simple and clean? Plan ahead / suggest what the users could want to change?
Summary
I'm certain I'm not the first, and surely not the last, to consider options on deployment and change management with Drools and Guvnor. So, what I'd like to hear is comment, discussion, tips etc. on some best (and also the worst in order to avoid them) practices to handle these situations.
Thanks.
The best way to do things depends very much on your specific application and the environment you work in. However the following are pointers from my own experience. Note that I'll add just a few points for now. I'll probably come back to this answer when things come to me.
After the initial go-live, keep releases incremental and small
For your first release you have the opportunity to try things out. Take advantage of this opportunity, and do as much refactoring as possible, because...
Your application has gone live and your business users are maintaining rules in decision tables. You have made great gains in what folks in the industry like to call "business agility". Unfortunately, this tends to be at the expense of application development agility. All of your guided editor rules and decision table rules are tied to your fact model, so any changes existing properties of that fact model will break your decision tables. Unlike in most IDEs these days, you can't just right-click on a fact's getX() method, rename it, and expect all code which relies on that property to be updated.
Decision tables and guided rules are hard to refactor. If a fact has been renamed, then in many (all?) versions of Guvnor, that rule/table will no longer open. You need to get at the underlying XML file via WebDav and do some text searching and replacing. That may be very difficult, considering that to do this, you need to download the file from production to a test environment, make changes, test them, deploy them to a test environment. When you're happy with your changes you need to push them back up to the 'production' Guvnor. Unfortunately, while you were doing that, the users have updated a number of decision tables and you need to either start again, or re-apply the past couple of days' changes. In an ideal world, your business users will agree to make no rule changes for a period of time. But the only way to make that feasible is to keep the changes small so that you can make them in a couple of hours or a day depending on how generous they feel.
To mitigate this:
Keep facts used within Guvnor separate from your application domain classes. Your application developers can then refactor the internal application model to their hearts content, but such changes will not affect the business model. Maintain mappings between the two and ensure there are tests covering those mappings.
Avoid changes such as renaming facts or their properties. Make sure that facts you create and their properties have names which suit the domain and agree these with the business. On the other hand, adding a new property is relatively painless. It is well worth prompting the users to give you an eye on their future plans.
Keep facts as simple as possible. Don't go more complex than name-value pairs unless you really need to. For one thing, your business users will find it much easier to maintain rules. Your priority with anything managed within Guvnor should always be about making it easy for business users to maintain.
Keep external dependencies out of your facts. A developer may think it's a good idea to annotate a fact as a JPA #Entity, for easy persistence. Unfortunately, that adds dependencies which need to be added to Guvnor's classpath, requiring a restart.
Tips & tricks
My personal technique for making cross-environment changes is to connect Eclipse to two Guvnor WebDav directories, and checkout the rules into local directories, where each local directory maps to an environment. I then use the Eclipse diff tooling.
When building a Guvnor-managed knowledge base, I create a separate Maven project containing only the facts, and with no dependencies on anything else. It makes it a lot easier to keep them clean this way. Also, when I really do need to add a dependency (i.e. I use JodaTime where possible), then the build can have a step to generate a shaded JAR containing all the dependencies. That way you only ever deploy one JAR to Guvnor, which is guaranteed to contain the correct versions of your dependencies.
I'm sure there will be more that I think of. I'll try to remember to come back to this...

How to one track several branches of a tool to a common platform

I'm currently working with a tool that over the years has evolved naturally from a number of perl scripts accessed through an apache web server, to a huge collection of tools using a common database and web site (still running apache, but using catalyst instead of CGI).
The problem we're having is that different departments have done local branches from the common main branch for implementing their own new functionality and adaptations.
We're now charged with the task of deciding how a common platform can be made available where certain base functionality is made one track instead of having all these different branches.
These kind of problems must spring up all the time so I'm hoping someone have a good strategy to offer as to how we should continue from here. Any thoughts would be appreciated.
In general, make sure you have buy in from everybody involved. Trying to do this kind of project without having people on board will just make your life more difficult.
Look for the quick wins. What functionality, if it changed, would have the fastest and clearest beneficial effect across all departments. If it takes you three months to get some good out of it, people won't rate the good results very highly.
Break functionality down as far as you can. One of the biggest problems in forked legacy systems is that a seemingly innocuous change in one place can have huge ramifications elsewhere because of the assumptions made about state. Isolating state in different features should help you out there.

Will major config changes discourage users from deploying code?

I'm beginning development on a solution that will plug into an existing application. It will be made available for public use.
I have the option of using a newer technology that promotes better architecture, flexibility, speed, etc... or sticking with existing technology that is tried and tested which the application already uses.
The downside of going with the newer technology is that a major change to an essential config file needs to be made to support it. If the change goes wrong the app would be out of service. Uninstall is also an issue as future custom code by other developers may require the newer tech and there's no way this can be determined.
How important is this issue in considering an approach?
Will significant config changes put users off deploying code, or cause problems for them later?
Edit:
Intentionally not going into specifics about technologies here to avoid the question from being siderailed.
Install/uninstall software can be provided but there is some complexity involved which may cause them to foul up on edge cases resulting in a dead app. (A backup of the original config would be a way to mitigate that.) Also see the issue about uninstall above where I essentially can't provide one.
Yes, in my experience, any large amount of work will make users think twice about deploying or upgrading.
It's your standard cost/benefit analysis done by businesses with just about every decision. Will the expected benefits more than outweigh the potential costs?
When we release updates to our software, there's almost always a major component that's there just to assist the users to migrate.
An example (modified enough to protect the guilty): we have a product which generates reports on system performance and other things. But the reports aren't that pretty and the software for viewing them is tied to a specific platform.
We've leveraged BIRT to give us intranet-based reporting that looks much nicer and only needs the client to have a web browser (not some fat client).
Very few customers made the switch until we provided a toolset that would take their standard reports and turn them into BIRT reports. Once we supplied that, customers started taking it seriously - the benefit hadn't changed, but the cost had gone right down.
You've given us no detail, so we can't answer with any specificity. But if your question is, will a significant portion of your potential userbase be deterred from using your product if they have to do significant setup work, then the answer is yes. I've seen this time and time again, with my own products and those that I've installed myself. When the only config change is an uninstall and reinstall. People don't like to do work.
You may want to devote more effort than you've considered so far to making the upgrade painless. Even if you're upgrading someone else's framework, you may find the effort worthwhile and reflected in an increased number of installs.
I have noticed that "power users" - developers, sysadmins, etc. - are willing to put up with more setup work.
I'm not sure what you mean by "major config change", but if you're talking about settings / configuration files, then I've been doing something like this:
An application always contains a default configuration which is useful for most users, and which can't be replaced. Instead, users can override one or more of the default settings in their own, separate configuration file. When a new (major) version is released, most users don't need to reconfigure anything: their own custom configurations are still taken from their own configuration file, and possibly required new parameters are taken from the new release's default settings.
It's obvious that most users don't want waste their time adjusting some settings that already were right - and quite rightfully so.