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==The triage process==
==The triage process==


===Step 1 - Issue details check===
===General===


# Check whether the issue has been reported previously
* Has the issue been reported previously?
# Check and amend as necessary:
Duplicate issues should be closed with no fix version set.
#* Issue summary and description
#* Priority (see below)
#* Components
#* Assignee - component lead, otherwise developer currently assigned to most issues for that component (click on the component link and it will show current assignees and then click on "resolved" to see who has been working on it recently)
# If necessary, request more information, such as debug messages for errors
# If applicable, for example the issue covers more than one component, add watchers


Notes on selecting the appropriate priority:
* Are the correct components selected?
* If necessary, request more information, such as debug messages for errors
* If applicable, for example the issue covers more than one component, add watchers


* Anything causing error/exception is a blocker
===Priority===
* Improvements/new features cannot be blockers (in triaging process, though the dev team can raise them later)


===Step 2 - Setting a fix version===
* Security issues and anything breaking badly (error/exception) => blocker
* Anything leading to wrong results => critical
* Anything else => major (apart from minor/trivial tweaks)
 
Note: Improvements/new features cannot be blockers (in triaging process, though the dev team can raise them later)
 
===Assignee===
 
* Generally be the main component lead
* Otherwise the developer currently assigned to most issues for that component (click on the component link and it will show current assignees and then click on "resolved" to see who has been working on it recently)
* Otherwise leave as moodle.com (for the team to grab later as the sprint progresses)
 
===Fix version===


* If the issue is a bug in the current stable version (eg 2.0), assign "Fix version" to STABLE backlog
* If the issue is a bug in the current stable version (eg 2.0), assign "Fix version" to STABLE backlog
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* If the issue is a feature request, assign "Fix version" to DEV backlog
* If the issue is a feature request, assign "Fix version" to DEV backlog


(List copied from [[Development:Process]])
If the issue already has a fix version set by the component lead, it should be left unchanged.
 
For meta issues, the fix version may be set as 2.x, as generally only subtasks of meta issues are included in sprints.
 
===Labels===


Issues are then labelled ''triaged'' to indicate that step 1 and 2 have been completed and a comment added explaining the reason for any changes, for example
Issues are labelled ''triaged'' to indicate that all the above points have been covered. A comment may be added explaining the reason for any changes.


* "Setting a fix version of DEV backlog so that we consider including the feature in 2.1."
Issues with proposed fixes are labelled ''patch'' so that they can be found easily and given attention.


==Triage filter==
==Triage filter==
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The filter [http://tracker.moodle.org/secure/IssueNavigator.jspa?mode=hide&requestId=11424 To triage (Moodle-all)] includes:
The filter [http://tracker.moodle.org/secure/IssueNavigator.jspa?mode=hide&requestId=11424 To triage (Moodle-all)] includes:


* Issues with assignee to review (empty/nobody/moodle.com)
* Issues with assignee to review (empty/nobody/moodle.com without triage label)
* Issues with fix version empty or set to some released version
* Issues with fix version empty or set to some released version
* Issues not included in a backlog and not yet labelled as triaged
* Issues not included in a backlog and not yet labelled as triaged
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==Triaging priorities==
==Triaging priorities==


* Recent bugs
# By priority - aim for blockers and critical issues to be reduced to 0
* By priority - aim for blockers and critical issues to be reduced to 0
# Recent bugs
* DEV sprint - focus on components of interest (currently forumng, survey, lesson and gradebook)
# Whatever is of special interest at a given time e.g. for DEV sprint forumng, survey, lesson and gradebook
 
Example query for searching for performance-related issues:
 
project = "Moodle" AND
status in (open, reopened, "In Progress") AND
"Affected Branches" ~ "MOODLE_20_STABLE" AND (
    component in (Performance) OR
    labels in ("performance") OR
    text ~ slow OR
    text ~ speed OR
    text ~ performance OR
    text ~ profiling OR
    text ~ benefit OR
    text ~ throughput)
ORDER by priority desc


==See also==
==See also==


*[[Tracker]]
*[[Development:Process]]
*[[Development:Weekly Code Review]]
*[[Development:Weekly Code Review]]
*[[Development talk:Bug triage]]
*[[Development talk:Bug triage]]

Latest revision as of 13:47, 16 February 2011

Note: This page is for analysing and developing a bug triage process. It is a work-in-progress. Comments or suggestions are welcome! Please use the page comments.


Triage is medical term referring to the process of prioritizing patients based on the severity of their condition so as to maximise benefit (help as many as possible) when resources are limited.

Bug triage is a process where tracker issues are sorted and categorised. It should help ensure we appropriately manage all reported issues - bugs as well as improvements and feature requests.


The triage process

General

  • Has the issue been reported previously?

Duplicate issues should be closed with no fix version set.

  • Are the correct components selected?
  • If necessary, request more information, such as debug messages for errors
  • If applicable, for example the issue covers more than one component, add watchers

Priority

  • Security issues and anything breaking badly (error/exception) => blocker
  • Anything leading to wrong results => critical
  • Anything else => major (apart from minor/trivial tweaks)

Note: Improvements/new features cannot be blockers (in triaging process, though the dev team can raise them later)

Assignee

  • Generally be the main component lead
  • Otherwise the developer currently assigned to most issues for that component (click on the component link and it will show current assignees and then click on "resolved" to see who has been working on it recently)
  • Otherwise leave as moodle.com (for the team to grab later as the sprint progresses)

Fix version

  • If the issue is a bug in the current stable version (eg 2.0), assign "Fix version" to STABLE backlog
  • If the issue is related to backup and restore, assign "Fix version" to STABLE backlog with high priority
  • If the issue is a bug in the current stable version requiring database changes, assign "Fix version" to DEV backlog
  • If the issue is a feature request, assign "Fix version" to DEV backlog

If the issue already has a fix version set by the component lead, it should be left unchanged.

For meta issues, the fix version may be set as 2.x, as generally only subtasks of meta issues are included in sprints.

Labels

Issues are labelled triaged to indicate that all the above points have been covered. A comment may be added explaining the reason for any changes.

Issues with proposed fixes are labelled patch so that they can be found easily and given attention.

Triage filter

The filter To triage (Moodle-all) includes:

  • Issues with assignee to review (empty/nobody/moodle.com without triage label)
  • Issues with fix version empty or set to some released version
  • Issues not included in a backlog and not yet labelled as triaged

Triaging priorities

  1. By priority - aim for blockers and critical issues to be reduced to 0
  2. Recent bugs
  3. Whatever is of special interest at a given time e.g. for DEV sprint forumng, survey, lesson and gradebook

Example query for searching for performance-related issues:

project = "Moodle" AND
status in (open, reopened, "In Progress") AND
"Affected Branches" ~ "MOODLE_20_STABLE" AND (
   component in (Performance) OR
   labels in ("performance") OR
   text ~ slow OR
   text ~ speed OR
   text ~ performance OR
   text ~ profiling OR
   text ~ benefit OR
   text ~ throughput)
ORDER by priority desc

See also