salesforcelabs / milestones-pm

Lightweight Project and Task Management for Force.com #forcedotcom

Welcome to Milestones PM

Milestones PM is a lightweight task and project manager for Force.com.

This repo contains all code, including long running tests that aren't in the package.

Milestones PM is published by Force.com Labs and is Copyright (c) 2011 Salesforce.com, Inc.

The app is available via the BSD license. Contributions welcome. Contact labs at salesforce dot com or submit a pull request for details. Note: significant contributions may require a Contributor License Agreement. Don't worry: it's easy and painless.

Version History: https://github.com/ForceDotComLabs/Milestones-PM/wiki/Version-History

Meta

Milestones PM was originally designed by Reid Carlberg.

Contributors include:

• Kevin / Jeremy from Axlea, http://axlea.com
• Ganesh Mathrubootham, [email protected]
• Ron Hess, https://github.com/vnehess

Get to know Milestones PM. https://github.com/ForceDotComLabs/Milestones-PM/wiki/HOW-TO-Get-to-Know-Milestones-PM

milestones-pm's Issues

Unable to report off Project/Milestone custom fields

Sample Data - Change Milestone Alias

By default the Alias for the various milestones created in the "Click here to initialize" process use 1, 2, 3, 4 and 5 as each of the respective milestones aliases. Since the Milestone alias is required to be unique across all project, it may be initially confusing to an end user i they cannot enter 1, 2, 3, 4 or 5.

Suggest that the milestones created in the "Click here to initialize" use Demo_01, Demo_02 ... Demo_05 as the alias.

This will demonstrate how to properly use this field as well as create data that will not, as easily, cause user frustration.

Getting Started Controller, Sample Project

The auto date adjustment is off. There are two days of overlap. Should be zero.

https://skitch.com/reidcarlberg/8s9n1/salesforce.com-developer-edition

Also, the milestones should be configured as dependent.

Bring the API versions of Apex / VF / Components to 23.

Or whatever is supported by the IDE once there's time.

Chatter on task reassignment in tests?

Milestone1_Task_Chatter_Tst.testChatterTaskReassignment System.DmlException: Update failed. First exception on row 0 with id a0r30000000p1G4AAI; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: LIMIT_EXCEEDED, Maximum per user subscription limit reached.: []: [] Any help would be greatly appreciated.

Milestone1_Test_Clone.cls failure

When running Milestone1_Test_Clone.cls I see a failure. The test class failed on Line 87,
System.assertEquals(proj.Status__c, proj2.Status__c, 'Status failed');

After looking at why I realized we made a change to the Project.status__c field. We now have a default value set for this field. Because of this change the test class fails. Since the test class does not set a status value the system.assert fails. We should either change the system.assert statement to check another field or set the status value when proj is created.

Neal

Gantt Chart Drag and Resize Properties

In Milestone1_Charts_GanttController Lines 47 and 48,

draggable: readonly,
resizable: readonly,

if readonly means you should not be able to drag and resize, this is broken.
With them set to false they are not draggable and resizable.
With them set to true the are draggable and resizable.

Neal

Milestone Order on GANTT

right now it's alphabetical, should be date driven and offer the ability to change the sort order at the chart level.

Cannot View "Status at a Glance" on Project

Hello,

I cannot get the status at a glance section working when I create new projects. Please advise.

Best,
Danielle

Reid's name hardcoded into report filters.

https://skitch.com/reidcarlberg/8wtm5/image001-1-.jpg

Calendar is using unsupported API

/sCSS/Theme2/default/homeCalendar.css

Need to bring that in to a static resource and refactor the page to reference our custom resource.

Export --- data to large?

Visualforce Page: /apex/Milestone1_Export_Project

caused by: System.DmlException: Insert failed. First exception on row 0; first error: STRING_TOO_LONG, Description: data value too large: <> (max length=255): [Description]

Class.Milestone1_Export_Project_Controller.saveToDocument: line 66, column 9
Class.Milestone1_Export_Project_Controller.createExportXML: line 36, column 16
External entry point

Docs -- For private sharing model, which classes need to be WITHOUT SHARING

Need to create a doc around this so people can more easily use the private sharing.

Internationalization / Localization

Convert all text to labels

Target Languages (in order -- feel free to suggest yours below)

• English
• Japanese

Chatter -- How to remove Chatter dependency

What's required to remove Chatter dependency? From Twitter.com/PLMCGRN.

New Feature: Staff / Resource on a Task.

Who is assigned to what task?

Reopened: Add a Task homepage component does not exist

I followed the code from here: https://github.com/ForceDotComLabs/Milestones-PM/blob/master/src/homePageComponents/Add%20A%20Task.homePageComponent
I am already trying to put it in as a homepage component.
I am adding the following code:

<iframe src="/apex/LABSMPM__Milestone1_One_Line_Create" style="border: 0pt none; margin: 0pt; padding: 0pt;" frameborder="no" height="160" width="100%"></iframe>

When I try to view it, I get the error "URL No Longer Exists"

My previous case link: #52

Why we can't deploy anything from sand box

When deploy anything from sandbox I'm get this error , I'm log case to sales force support team he tell me only uninstall your package , Are you have a better way for me to solve this problem?

Milestone1_Export_Project_Controller_Tst.testExportFileTooLong() Class Failure Message: "Internal Salesforce Error: 347583757-15370 (2023275027) (2023275027)", Failure Stack Trace: "null"

Milestone1_Export_Project_Controller_Tst.testImportController() Class Failure Message: "Internal Salesforce Error: 347583757-15371 (2023275027) (2023275027)", Failure Stack Trace: "null"

Milestone1_Test_Import_Export.testProjectManyMilestonesManyTasksImportExport() Class Failure Message: "Internal Salesforce Error: 347583757-15404 (2023275027) (2023275027)", Failure Stack Trace: "null"

Milestone1_XML_Export_Utility_Test.testSOQLQueries() Class Failure Message: "Internal Salesforce Error: 347583757-15406 (2023275027) (2023275027)", Failure Stack Trace: "null"

Milestone1_XML_Import_Utility_Test.testSOQLQueries() Class Failure Message: "Internal Salesforce Error: 347583757-15407 (2023275027) (2023275027)", Failure Stack Trace: "null"

Can the Gantt chart be displayed in weeks or month at choice ?

Hello
The Gantt Chart is displayed in days per default.
It should be nice to set up a parameters for extension of the view to month .
Thanks

How to automatically create a project which has preset milestones and tasks

Hi,

I have a specific requirement which is that when an Opportunity is set to a specific stage, a trigger will then copy the contents of the latest quote to a Milestones project, ready for the Service Delivery team to provision.

1. the Project would be the Quote
2. the Milestones would be the Quote Line Items
3. the Tasks would be pre-defined

So my questions:

a) is there such a trigger defined anywhere or would I have to get a consultant to write one?
b) more importantly is there a way to have the concept of a "Task Templat" where when a specific Milestone is created (maybe identified by name) then a set of underlying tasks are also created.

Sorry if this is the wrong forum for this but I sort of just clicked around and ended up here :-)

Using formulas to set Milestone & Task due dates

i have a repetitive process requiring up to 300-400 steps to get a new customer active which can break down nicely as a Project with 50-60 Milestones and 5-6 Tasks under each Milestone. If i could use formulas to set due dates, then i could create a "template" project with all possible Milestones and related Tasks that could be cloned. The users could then just delete the Milestones not relevant to that Project. All Tasks for any give Milestone remain the same.

Add a Task homepage component does not exist

I found somewhere on this site where the correct link was provided a couple months ago, and I verified mine to be correct: <iframe src="/apex/LABSMPM__Milestone1_One_Line_Create" style="border: 0pt none; margin: 0pt; padding: 0pt;" frameborder="no" height="160" width="100%"></iframe>
However, the page says that the URL no longer exists.
This is an integral part of how we would use Milestones PM. I haven't been able to find anyone else with this issue, but I hope it can be resolved quickly!

Error on cloning project

Recently began receiving this error when cloning a project:

Insert failed. First exception on row 0; first error: INACTIVE_OWNER_OR_USER, operation performed with inactive user: []

An unexpected error has occurred. Your development organization has been notified.

Getting started screen the initialize button should be integrated in

The top 3 steps like SurveyFoce.

Calendar - Too Many Script Statements Exception

Visualforce Page: /apex/Milestone1_Calendar_Large

caused by: System.LimitException: Too many script statements: 200001

Class.Milestone1_Month.setEvents: line 64, column 21
Class.Milestone1_repeatCon.setMonth: line 92, column 5
Class.Milestone1_repeatCon.fiveDayView: line 20, column 5
Class.Milestone1_repeatCon.: line 55, column 4
External entry point

Search Term Longer than 1 char -- does this need an exception?

Visualforce Page: /apex/Milestone1_Summary2

caused by: System.SearchException: search term must be longer than one character:

Class.Milestone1_Summary2.searchProjects: line 78, column 42
External entry point

Need to import Tasks

I need to be able to import tasks by Milestone into the project. How could I do this?

Looking at List View for Milestones or Tasks shows back to users

Not sure if this is always or we're seeing it because the last list we looked at was users. Need to validate.

Entity Subscription Error when modifying Milestone Deadline

I'm trying to edit the deadline of a milestone for a non system administrator and receive the following error:

Error:Apex trigger LABSMPM.Milestone1_Milestone_Trigger caused an unexpected exception, contact your administrator: LABSMPM.Milestone1_Milestone_Trigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id a065XXXXXXXXXXXXXX; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, LABSMPM.Milestone1_Milestone_Trigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id a065XXXXXXXXXXXXXX; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, LABSMPM.Milestone1_Milestone_Trigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id a065XXXXXXXXXXXXXX; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, LABSMPM.Milestone1_Milestone_Trigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id a095XXXXXXXXXXXXXX; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, LABSMPM.Milestone1_Task_Trigger: execution of AfterUpdate caused by: System.QueryException: Implementation restriction: EntitySubscription only allows security evaluation for non-admin users when LIMIT is specified and at most 1000 (LABSMPM) : : : : []: (LABSMPM)

Kind of seems like a limit in Chatter? Works fine with admin users, but obviously this is an issue for the rest.

I'm using the Managed version FYI.

Task_Chatter_Tst Test case failed w/This user cannot follow any other users or records

Installed Milestone PM into a developer org, getting the following error on Milestone1_Tasks_Chatter_Tst method testChatterTaskReassignment (Line 96)

System.DmlException: Update failed. First exception on row 0 with id a0TF0000003aXycMAE; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY, This user cannot follow any other users or records: []: []

Unable to install Milestones PM

I'm a Salesforce admin (enterprise edition) who has been unable to install Milestone PM. My SF account rep told me that it's because I've maxed out my custom objects. SO I deleted a bunch of custom objectives, attempted to install, but got the same error message. Here it is -- any help would be much appreciated.

Thanks,
Laura

Your request to install package "Milestones PM (Unmanaged, EE, UE, DE) Summer 11 (Unmanaged)" was unsuccessful. None of the data or setup information in your salesforce.com organization was affected.

If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information.

Organization: HealthySoil (00D80000000bbn8)
User: Laura Kreitler (00580000001jz09)
Package: Milestones PM (Unmanaged, EE, UE, DE) (04tA0000000S1qaIAC)

Problem:

1. Apex Classes(01p80000000PyGK) milestone1_task_chatter_tst.testChatterTaskFollows();
   milestone1_task_chatter_tst.testChatterTaskReassignment()
   System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: LIMIT_EXCEEDED, Maximum per user subscription limit reached.: []: []
   Class.Milestone1_Task_Chatter_Tst.testChatterTaskFollows: line 47, column 9
   External entry point;
   System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: LIMIT_EXCEEDED, Maximum per user subscription limit reached.: []: []
   Class.Milestone1_Task_Chatter_Tst.testChatterTaskReassignment: line 88, column 9
   External entry point
2. Apex Classes(01p80000000PyFw) milestone1_email_handler_tst.testNoAliasWithDefaultMilestoneAlias()
   System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY, This user cannot follow any other users or records: []: []
   Class.Milestone1_Email_Handler.insertMilestoneTask: line 178, column 9
   Class.Milestone1_Email_Handler.processNewEmail: line 152, column 50
   Class.Milestone1_Email_Handler.handleInboundEmail: line 59, column 22
   Class.Milestone1_Email_Handler_Tst.testNoAliasWithDefaultMilestoneAlias: line 301, column 51
   External entry point

Validation Errors While Saving Record(s)

There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "00D80000000bbn8: APEX_TEST_FAILED [01p80000000PyGK: milestone1_task_chatter_tst.testChatterTaskFollows();
milestone1_task_chatter_tst.testChatterTaskReassignment(): System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: LIMIT_EXCEEDED, Maximum per user subscription limit reached.: []: []
Class.Milestone1_Task_Chatter_Tst.testChatterTaskFollows: line 47, column 9
External entry point;
System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: LIMIT_EXCEEDED, Maximum per user subscription limit reached.: []: []
Class.Milestone1_Task_Chatter_Tst.testChatterTaskReassignment: line 88, column 9
External entry point, 01p80000000PyFw: milestone1_email_handler_tst.testNoAliasWithDefaultMilestoneAlias(): System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Insert failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY, This user cannot follow any other users or records: []: []
Class.Milestone1_Email_Handler.insertMilestoneTask: line 178, column 9
Class.Milestone1_Email_Handler.processNewEmail: line 152, column 50
Class.Milestone1_Email_Handler.handleInboundEmail: line 59, column 22
Class.Milestone1_Email_Handler_Tst.testNoAliasWithDefaultMilestoneAlias: line 301, column 51
External entry point]".

Thank You,
salesforce.com

Calendar - Colors of Milestones/Tasks

I am trying to find a way to specify that certain milestones (and associated tasks) are a certain color on the calendar. Currently, I can only change the color scheme on the calendar so that all milestones are one color and all tasks are another. But I want to: a) make a certain type of milestone and all its associated tasks show a certain color on the calendar when first creating a new milestone record, or b) look at the calendar and specify that certain milestones/tasks are certain colors. I'm not sure if A or B is easier, but they both accomplish the same thing.

Is there a way to establish this functionality within the app? If so, how much coding would it require? Any help is greatly appreciated!!

Summary - Query Exception -- Unexpected Token "Null"

Visualforce Page: /apex/Milestone1_Summary2

caused by: System.QueryException: unexpected token: 'null'

Class.Milestone1_Charts_GanttController.retrieveData: line 93, column 20
Class.Milestone1_Charts_GanttController.getProjectGanttJson: line 54, column 9
External entry point

Two Issues on New Installation

Great App...thanks...two problems:

1. "Status at a Glance" is empty in the Project Tab. It's there for the HOWTO that loaded with the App, but not for the new Project that i added. Also, interestingly, some of those graphs DO appear in the Summary tab for that project.
2. When I change the owner of a task to one particular user, I get the following message:

Error:Insert failed. First exception on row 0; first error: LIMIT_EXCEEDED, Maximum per user subscription limit reached.: []

Any help would very much be appreciated...

New Feature: Inbound request management.

How can we accept inbound requests that tie into a project?

For example, someone knows there's a project. They do not participate in the project, but they want the project to do something.

Introducing the request. A non-participant creates a request for what they want.

The request is scored by project participants.

When approved, the approver can then convert the request to a task within a Milestone and Project.

Basic fields

Milestone1_ProjectRequest__c

Project -- Lookup to Milestone1_Project__c
Milestone -- Lookup to Milestone1_Milestone__c
Name -- 80 characters
Detail -- Text Area, 1000 characters
Deadline -- Date
Status -- Picklist -- New, Accepted, Rejected
Approved By -- LU to user
Approved On -- Date Time
Related Task -- Lookup to the Milestone1_Task__c that this is converted in to.
Locked -- Checkbox? Apex validation?

Function

Convert Accept as task
Creates a new task in a milestone, links to this task, locks this record.

Gannt Views sort

Should the Gannt Charts show items in chronological order rather than Name order

Private sharing model with conditional sharing doesn't allow updates

1. create a public non-hierarchical group, add roles to it
2. create a custom sharing rule on Projects, that shares from members of that group to members of that group
3. Create a project as one user
4. Create a milestone on that project as another user.
5. You should see an insufficient privs message
6. If you manually add the user in 4 to the sharing in 3, that insufficient privs message goes away.

Calendar -- move between months takes a while

Needs to have a Wheel Of Wonder to show the user that something is happening.

A Lack Of Documentation

MileStones ought have basic/advanced documentation. Just sayin'.

Mass Time Entry - Single Page with Mulitple Task Entries

Has anyone enhanced Milestone-PM to provide the following Time Entry functionality ?

1. Time Entry page only displays Tasks specific to one Project - versus not all ?
   (we cannot get "LookUps Filters" to work - due to LookUp and Formula fields types not being supported.)
2. Time Entry page that allows multiple Time records (Tasks, Dates, Hours) to be entered and submitted on a singe page (likely for a single Project) - versus having to complete a single page for each Time Entry (ie: "Save & New") ?

If something similar exists, I'd appreciate anyone who is willing to share.
If nothing exists, we are considering developing these enhancements (via custom Apex/Visualforce)...and we would be willing to share once implemented successfully for us.

Thanks,
Patrick

New System.JSON (Winter 12)

Do we need to convert from current XML based IO to REST for the import?

Calendar, Week View Doesn't Stick

If you start with a week view

https://skitch.com/reidcarlberg/8s76g/salesforce.com-developer-edition

and click next or previous, it doesn't maintain week view, it switches to month view.

https://skitch.com/reidcarlberg/8s79h/salesforce.com-developer-edition

Formula field for Project name on Milestone1_Task__c needs leading "/"

without you get a URL not found error.

Working Days Controll

Greetings,

I'm trying to figure out if Milestone PM controlls the organization's working days when setting milestones/tasks date, that is, if it "knows" the weekends and holidays, based on company's configurations (fiscal year, business hours, holidays, etc...), so when adding/moving tasks and milestones, the dates would be set regarding only working days.

I feel like it is an important feature for project management, because although there may be no restrictions in adding times, with milestone and task dates and durations you shouldn't count days that you are not working.

Any helpl would be greatly appreciated!

Inactive Users throw exceptions

Visualforce Page: /apex/Milestone1_Clone_Project

caused by: System.DmlException: Insert failed. First exception on row 0; first error: INACTIVE_OWNER_OR_USER, operation performed with inactive user: []

Class.Milestone1_Clone_Project_Controller.createClone: line 84, column 9
External entry point

Calendar Filter should have a project selector

This way users could filter both by project, and the current filter.

Flapper Test

Occurred on upload of v1.59 managed
Class.LABSMPM.Milestone1_Test_Field_Values.testFieldValues: line 313, column 1
Appears to be on the roll up values.

Importing Project w/ Parent Milestones

Is it possible to import a Milestone-PM Project from one Org to another and maintain the Parent Milestone relationships ?
When I tried it (a few times), only "random" Parent Milestones carried over into the new Org.

Thanks,
Patrick

Enhance "Milestone1_Clone_Milestone_Controller" to handle Predecessor/Successor Tasks

Addition of Predecessor and Successor Tasks along with cascading date logic is cool. Can the subject controller also be updated to allow for cloning of milestones/tasks including the predecessor tasks/date requirements?

Issue installing in org with Managed Packaging namespace

I received the following when attempting to install it in an org where I am writing a managed package.

1. Apex Classes(01p70000000LDRq) milestone1_summary2.testController()
   System.AssertException: Assertion Failed
   Class.plmcgrn.Milestone1_Summary2.testController: line 206, column 9
   External entry point

Validation Errors While Saving Record(s)

There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "00D700000008yBZ: APEX_TEST_FAILED [01p70000000LDRq: milestone1_summary2.testController(): System.AssertException: Assertion Failed
Class.plmcgrn.Milestone1_Summary2.testController: line 206, column 9
External entry point]".