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Finding missing links

Roadie and Jira serve different purposes. A roadmap describes the plan: its significant outcomes, intended timing, structure, and dependencies. Jira tracks the work that executes that plan. Roadie keeps these models separate instead of trying to make either system a copy of the other.

The plan still needs traceability to execution. A Roadie item can therefore reference one or more Jira issues by including their URLs in its description. These references are deliberately shallow. Roadie does not synchronize Jira status, dates, estimates, progress, or hierarchy, and Jira needs no Roadie-specific fields or configuration.

The first two tabs in Jira Recon use these references to answer two questions:

  • Which issues in a chosen Jira result set have no reference from this roadmap?
  • Which Roadie items have no Jira reference?

The lists identify relationships to review; they do not declare that either system is wrong. Roadie reads the Jira issues needed for the review but never creates or updates them.

The third tab, Schedule check, uses established links for a different purpose: comparing the dates in Jira with the roadmap.

The Jira Recon view is available when the Roadie deployment has a Jira connection and a roadmap is open. Select Jira Recon in the top bar, or press r, to open it.

How matching works

Roadie recognizes HTTP or HTTPS issue URLs from the connected Jira deployment in item descriptions. It extracts the issue key from each URL and matches keys case-insensitively. A similar-looking link to another Jira host does not count.

The relationship is many-to-many: an item may reference several issues, and an issue may be referenced by several items. Parent and child items are checked individually. Milestones do not participate in reconciliation.

Define the Jira scope

A roadmap usually needs to account for only a subset of the issues in Jira. The JQL query defines this Jira-side scope using fields the team already maintains, such as project, release, component, or initiative. Prefer to build and test substantial queries in Jira, then paste them into Roadie.

Saved queries belong to one roadmap and are not shared with other roadmaps. Saving a query makes its Jira scope reusable without attaching a fixed set of issues: each run retrieves the issues that currently match the JQL.

  1. Enter the JQL to save.
  2. Select Save query, enter a name, and select Save.

Select Saved to load and run a saved query. The same menu provides actions to rename or delete it. If you load a saved query, change its JQL, and save it under the same name, Roadie updates the saved query. Saving it under a different name creates another one.

Note: Saved queries are reconciliation settings. They are not included in roadmap exports or version history.

Review Jira issues

The Jira issues tab searches Jira using JQL:

  1. Enter a JQL query.
  2. Select Run.
  3. If Jira has more results, select Load more to append the next page.

Each result shows the issue key, summary, type, and status. Select the issue key to open it in Jira. When Roadie items already reference the issue, their titles appear below it; select a title to open that item in the edit panel.

Select Unmatched to show only issues with no matching Roadie item. The filter applies to the results loaded so far, not to pages that have not yet been loaded. The count below the list shows how many issues are loaded and whether more results are available.

Review Roadie items

The Roadie items tab lists items whose descriptions contain no recognized Jira issue URL. This list is independent of the JQL query on the Jira issues tab.

Select an item to open it in the edit panel.

You can start from either tab:

  • On Jira issues, select the plus button for an issue, then find and choose a Roadie item.
  • On Roadie items, select the plus button for an item. Roadie opens the Jira issues tab; run or refine the query, then select Link beside the required issue. Select Cancel, or press Esc, to stop without linking.

Linking appends the Jira issue URL to the Roadie item's description. Existing description content is preserved.