Sprint Effort Report

Sprint Effort Report

Generates a per-assignee effort breakdown from a Jira sprint CSV and writes a new markdown report file in the same directory as the CSV.

CSV format

Expected columns (order matters):

Parent Key, Parent Summary, Key, Type, Summary, Status, Assignee, Impact, Effort, Created, Updated

The Effort column contains size values: Small, Medium, Large, Extra-Large (or blank).

Rules

1. Only count items with Status = "Done". Any other status → excluded from all counts.
2. Only count items that have an Effort value. Blank effort → excluded from all counts.
3. Count all non-Sub-task types (Story, Task, Feature, Bug, Template, Epic, etc.) for their assigned person.
4. Sub-tasks: only count toward the subtask's assignee if that assignee differs from the parent story/task's assignee.
   • To find the parent's assignee: look up the Parent Key in the same CSV and read its Assignee column.
   • If the parent does not appear as its own row in the CSV, treat it as unknown — count the subtask.
5. Unassigned items are always excluded.
6. Effort buckets: Extra-Large, Large, Medium, Small (no "no size" bucket — those are dropped).
7. Effort weights for the weighted total: Extra-Large = 8, Large = 5, Medium = 3, Small = 1.

Instructions

Step 1 — Read the CSV

Read the full CSV file. Build two lookup maps:

• row_by_key: key → full row (for parent lookups)
• assignee_by_key: key → assignee (for quick parent owner checks)

Step 2 — Classify each row

For each row:

• Skip if Status is not "Done"
• Skip if Assignee is blank or "Unassigned"
• Skip if Effort is blank
• If Type == "Sub-task":
  • Look up parent assignee via Parent Key
  • If parent assignee == row assignee → skip
  • If parent assignee != row assignee (or parent not found) → count for row assignee, mark as cross-assigned
• All other types → count for row assignee

Step 3 — Build per-assignee buckets

For each qualifying row, add to the assignee's size bucket:

assignee → { Extra-Large: [], Large: [], Medium: [], Small: [] }

Compute the weighted total per assignee:

weighted_total = (count(Extra-Large) × 8) + (count(Large) × 5) + (count(Medium) × 3) + (count(Small) × 1)

Track cross-assigned subtasks separately for the cross-help section.

Step 4 — Write the report

Create a new file named <csv-basename>-effort-summary.md in the same directory as the CSV.

Report structure

# Sprint XXX — Effort Summary by Assignee

> Rules: only Done items are included. Items without effort are excluded.
> Sub-tasks only counted when assignee differs from parent owner.

## Summary Table

| Assignee | Extra-Large | Large | Medium | Small | Weighted Total |
| -------- | :---------: | :---: | :----: | :---: | :------------: |
| ...      |             |       |        |       |                |

Weights: XL=8, L=5, M=3, S=1. Sort by Weighted Total descending.

---

## Breakdown by Assignee

One section per assignee (order matches summary table):

### Name (N)

| Key | Type | Summary | Size | Note |
|-----|------|---------|------|------|
| ... | ...  | ...     | ...  | "cross-assigned from MAR-XXXX (Owner)" if subtask |

---

## Cross-Help Summary

List every parent that had at least one cross-assigned subtask.
For each such parent, show:

- **MAR-XXXX** _(Type, Parent Owner)_ — Parent Summary
  - MAR-YYYY (Sub-task, Assignee) → counted for **Assignee** as Size
  - MAR-ZZZZ (Sub-task, SameAsParent) → same as parent owner → skipped

Example cross-help entry

- **MAR-12301** _(Story, Rajab Nagori)_ — Account Audience Summary Breakdown by ISP (Phase 1)
  - MAR-12335 (Sub-task, Rrahul Raja) → counted for **Rrahul Raja** as Medium
  - MAR-12313 (Sub-task, Rrahul Raja) → counted for **Rrahul Raja** as Small
  - MAR-12329 (Sub-task, Rajab Nagori) → same as parent owner → skipped

Only include parents that have at least one cross-assigned subtask with effort. Still show the skipped same-owner subtasks for context (even without effort).