SituationReport

Toolsuite for the situational picture at portfolio and solution level: flow metrics from Jira, governance registers, Value-Stream-Conference preparation, forecasts and AI-drafted narration — running locally on your own machine.

📚 The Memoranda Series — the thinking behind the tool

The software is the tool; the memoranda (Denkschriften) are its conceptual foundation: how large IT portfolios are led — with an honest situational picture, trained staffs, and AI as a staff member. Six memoranda for decision-makers, freely available in English and German, each with its single most important sentence up front.

→ Read the memoranda

Modules

Module	Description	Status
launcher	Central entry point – launches all modules	available
transform_data	Transform raw Jira data into stage-time metrics	available
build_reports	Generate metrics and reports	available
portfolio	Aggregated Large-Solution & Portfolio reports across several ARTs — governance registers, conference pre-read, delta briefing, one-pager	available (Alpha)
helper	Merge JSON files (Jira pagination)	available (Alpha)
testdata_generator	Generate synthetic test data — realism knobs, continuation of a data set, learning from real transitions	available (Beta)
get_data	Retrieve data from Jira — REST or export validation, person data minimised at the source	available (Alpha)
sources	Pluggable external metric sources (SLO, DORA, quality)	available (Alpha)
llm	Pluggable AI narration (local Ollama, Claude API, prompt export, mock)	available (Alpha)
simulate	Simulations and prediction models	available (Alpha)
harmonisation	Harmonisation score per end-to-end process — decision matrix for the board	available (Alpha)

Setup

python -m venv .venv
.venv\Scripts\activate       # Windows
# source .venv/bin/activate  # Linux/macOS
pip install -e .

To preview the documentation locally:

pip install -e ".[docs]"
mkdocs serve

The same extra brings reportlab, which the manual and onepager generators (docs/generate_*.py) need.