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Tuesday, 02 April 2013

Automatically Generate TFS Release Notes to PDF

Background

At Pragma we've been improving on some of our deployment practices during the past few releases.  I've always been a great proponent of trying to automate as much of the deployment process as possible.  One of the aspects that we improved on recently was the ability to automatically generate the Release Notes from our Team Foundation Server repository with every daily build of our software. This automation gives us quite a few benefits:
  1. Visibility into what's included with every build from the beginning of a release
  2. Ability to QA the Release Notes earlier in the development cycle as part of our daily builds
  3. Use of our existing TFS work items as the source for feedback, i.e. no context is lost between developers telling the technical writer what to include in the Release Notes.  The technical writer only needs to check the grammar and spelling of the TFS Work Item feedback.
  4. No manual intervention required to get the bulk of the Release Notes document generated
After doing some research on the web and looking at solutions like TFSChangeLog and this CodeProject article, we decided to roll our own due to some unique requirements within our environment.  The solution turned out to work quite elegantly and I hope this blog post will provide some pointers for other folks on  how to go about implementing something similar for their own environments.

Requirements

Here is a run-down of some of our requirements:
  1. We want to be able to merge some manually authored content into the Release Notes document.  Sections like What's New, Modifications and Maintenance typically contain functionality that are implemented by various TFS Work Items (Product Backlog Items, Tasks etc).  So we wanted the ability to manually author these sections and merge the content with remainder of the document that is automatically generated.
  2. We want the ability to selectively filter out some Work Items from being included in the Release Notes document by running a custom TFS Query.  An example of Work Items that we want to exclude are the internal bugs that were discovered for new functionality not yet released into production. 
  3. We want to use MS Word to author the manual content to make use of our existing corporate stylesheets
  4. We want the output to be available as a PDF
  5. We want command line support to allow us to automate the process as part of our daily builds using TeamCity
  6. We want the PDF to use bookmarks to enable easy navigation between the different sections
  7. We want the PDF to use our corporate branding/style
With the list of requirements,  we set out to build a solution to satisfy all of these.

Solution

Setting up a Word template to satisfy requirement #1 and #3 was a snap to do.  As we want the final output to be available as PDF, we save the Word document as a PDF once it has been updated.  To satisfy requirement #2 we created a TFS Query with the relevant query conditions to filter out unwanted Work Items. 

With the manually created PDF and the TFS Query returning the list of work items to use, we started looking at some code for generating a PDF from the Work Item contents.  We started off by creating a CommandLineOptions class to encapsulate all the different command line parameters to satisfy requirement #5:


The AppAction enumeration is used to indicate whether to run the app as a command line utility or to run the application using a GUI which allows you to manually specify the parameters to use for driving the report generation process - this is especially useful for testing purposes.  Just for reference, here is a quick view of the user interface:


The next step was to create a ReportRunner class to take these settings and generate the report in the PDF format:


Using the TFS API to programmatically query the contents of the work items was quite easy to do as illustrated through the ConnectToTfs and GenerateReleaseNoteWorkItem methods above.  With the Work Item information now processed and available in memory, the final step in the generation process was to take the list of processed work items, write them to a PDF file and finally merge the contents of this generated file with the output of the manually created PDF file.  This turned out to be quite an interesting exercise and by far the most challenging aspect of the whole solution :-)

Generating the PDF

After looking at various options for generating a PDF programmatically, we decided to use the C# open source port of the well-known Java iText library called iTextSharp.  Through reading various articles on the web (there is also this great Manning Book on the Java version), we eventually figured out how to generate, merge and create a PDF to satisfy the remainder of the requirements.

On a high level, the process for generating the PDF turned out as follows:
  1. Create new blank PDF
  2. Add a front page
  3. Add (merge) the contents of the manual PDF into the new blank PDF whilst keeping track of the bookmarks contained within the manual document (see Requirement #6)
  4. Run through the list of processed work items to add the document content for them into relevant sections in the new PDF
  5. Re-bookmark the whole document to enable easy navigation throughout the whole PDF in support of requirement #6.
This high-level process was implemented in the Publish method of the ReleaseNotesPdfWriter class.


To add the front page and also include a custom footer on every page containing the build version, generation time stamp as well as page number, we created a ReleaseNotesPdfPageEvents class to implement the IPdfPageEvent interface that iTextSharp provides for executing custom logic when a PDF document is opened/closed, new paragraphs, sections are added etc.  This class is then assigned to PageEvent of the PDF writer to ensure that the custom logic executes as part of the PDF generation process (see line 16).

After adding the front page, the content of the manual PDF is merged into the new document (lines 30-35). Keeping track of the bookmarks turned out to be quite an interesting exercise and is done as part of the Merge method.

After merging the existing content, we process the in-memory list of work item information by firstly grouping the Work Items based on their resolution types into sections like "How do I", "Bug Fixes" etc. (lines 38-41) and thereafter writing these sections into the document using the WriteWorkItems method:


For every new section we add an additional bookmark into the Bookmarks collection to make sure that we have a complete list of bookmarks for all the available sections in the document (see line 14).  The final step in the generation process is to add these bookmarks into the new document using the CreateBookmarks method.


Conclusion

Here is a screenshot of an example report generated for our latest release to give you an idea of what is possible using the solution described above.  I think you'll agree that the content looks quite professional.


I trust you find the above mentioned pointers useful in creating your own solution.

9 comments:

  1. Nice information of software development useful to apply these information.

    ReplyDelete
  2. this is great!! do you happen to have the source available for download?

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  5. Thanks,

    Automation can be a great way to enforce this point:
    "Use of our existing TFS work items as the source for feedback"

    This is a great agile tool for developers, +1 from me.

    ReplyDelete
  6. This looks very nice. Is this available somewhere as a project I can download and customize for my company?

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  7. Thank you for the detailed post. I was looking for something similar. Often I feel the same like you: I need some tool, but the available tools are not exact fit. So we end up developing these tools in-house. I wonder whether we could share our tools for everybody else.

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