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From Markus Geiss <>
Subject Re: Resolving blocker with storing PPI responses WAS [Re: PPI Json tables]
Date Tue, 20 Jun 2017 14:06:17 GMT

sadly my internet is not working ... looks like a line is broken ... and I
can't tell how long this will take.

As long as I don't have a decent internet connection it is nearly
impossible to do some work.

I'll keep you all posted on the progress.

Sorry & Cheers


On Fri, Jun 16, 2017 at 5:52 PM Ed Cable <> wrote:

> Markus,
> Welcome back from from Indonesia! Have you had a chance to look into this?
> Ed
> On Wed, Jun 7, 2017 at 1:30 AM, Markus Geiss <>
> wrote:
>> Hey all,
>> I will dedicate early next week to unblock you ... right now I'm trying
>> to keep up with work leftover from the past two week when I was on a
>> business travel.
>> Cheers
>> Markus
>> On Thu, Jun 1, 2017 at 6:18 AM Ed Cable <> wrote:
>>> Thanks Markus. I hope dojo is going well and looking forward to hearing
>>> how the trip went.
>>> Safe travels!
>>> Ed
>>> On May 31, 2017 21:09, "Markus Geiss" <> wrote:
>>>> Hey all,
>>>> I'm still on a business trip in Indonesia, but I'll be back to my
>>>> office next week.
>>>> Once I'm settle I'll reach out to you to sort out the issues and help
>>>> unblocking you.
>>>> Greez from Jakarta
>>>> Markus
>>>> On Thu, Jun 1, 2017 at 5:00 AM Ed Cable <> wrote:
>>>>> Hi Markus,
>>>>> I wanted to resurface this email to the top of your inbox in case you
>>>>> missed the last one I sent out. Nathan is still patiently awaiting this
>>>>> after nearly a year. Raunak is eager to complete the work once we can
>>>>> the surveys stored on the back-end.
>>>>> Not only is it inhibiting one of our important customers in Latin
>>>>> America, it's now a blocker for two of our Google Summer of Code projects
>>>>> our interns working on the mobile field officer app can't complete the
>>>>> surveys work that Nasim started and our intern working on the mobile
>>>>> self-service app can't add this functionality.
>>>>> Thank you for taking the time to help address this.
>>>>> Ed
>>>>> On Fri, May 12, 2017 at 2:49 PM, Ed Cable <> wrote:
>>>>>> Markus,
>>>>>> I know that you are busy with the pilots at Generation 3, but all
>>>>>> the community resources who have been looking into this are blocked
and a
>>>>>> paying Mifos customer, Mentors International, who has willingly served
as a
>>>>>> reference for our Latin American outreach efforts over the past year
>>>>>> patiently been awaiting the ability to capture PPI for nearly a year
>>>>>> This was also (just a small part) of the PPI commitment we made to
>>>>>> the 100M Project in 2015
>>>>>> <> and
>>>>>> yet to provide a workable solution for users to capture PPIs in Mifos.
>>>>>> Can you please make yourself available for a call with Raunak (and
>>>>>> ideally Maulik and Nazeer) to help him get the through blocker once
and for
>>>>>> all. I know the fix is simple but working through the fix together
will be
>>>>>> the best usage of effort in the community to complete the valuable
>>>>>> you've started for the SPM framework in Apache Fineract - SPM and
the means
>>>>>> to properly collect these metrics really helps set apart our software
>>>>>> others.
>>>>>> We are also going to have survey collection as part of both the
>>>>>> android and web self-service apps so this is a critical blocker that
>>>>>> must get removed.
>>>>>> The full thread is down below and I've tried to bring some other
>>>>>> conversations from five other separate email threads.
>>>>>> *Nathan's Request*
>>>>>> ------------------------
>>>>>> *As a user, I must have ability to view the completed PPI scorecards
>>>>>> along with its calculated score in the web app.*
>>>>>> Nathan would also love to know where the score is stored in the DB
>>>>>> he can do an average and see the PPI results for a group of clients
and of
>>>>>> each client over time.
>>>>>> If the interface could show that too it would be great.
>>>>>> Something like
>>>>>> Client Lincoln X
>>>>>> Date        PPI 1
>>>>>> Date       PPI 2
>>>>>> Date       PPI 3
>>>>>> *Raunak's blocker:*
>>>>>> I'm a little stuck on retrieving responses. Its proving to be a
>>>>>> little hurdle for me. I tried it maybe I'm doing something wrong.
I am able
>>>>>> to create surveys but I am unable to retrieve responses for any of
the new
>>>>>> surveys or even the ppi for philliphines
>>>>>> *Santosh's issue:*
>>>>>> However upon submission, responses don't seem to be linked to the
>>>>>> lookup table as they don't get scored and tabulated and there is
>>>>>> confirmation that the responses have been captured nor an ability
to view
>>>>>> the recorded responses. I wanted to identify 1) what is caused by
>>>>>> not having used the uploader 2) which are bugs and 3) which is
>>>>>> functionality that has not been implemented yet.
>>>>>> *Markus' reply on March 23*
>>>>>> The main issue with the uploader is because the URL for mifos has
>>>>>> changed since incubating at Apache, and not all surrounding tools
>>>>>> update to reflect this change.
>>>>>> Everything else seems to be an issue with how the client sends the
>>>>>> data.
>>>>>> Ed
>>>>>> On Fri, May 12, 2017 at 12:31 PM, Nathan McClellan <
>>>>>>> wrote:
>>>>>>> Hello all,
>>>>>>> Any update?
>>>>>>> Thanks
>>>>>>> On Mon, Apr 10, 2017 at 4:38 PM Nathan McClellan <
>>>>>>>> wrote:
>>>>>>>> Thanks for the update!
>>>>>>>> On Fri, Apr 7, 2017 at 1:24 PM Raunak Sett <>
>>>>>>>> wrote:
>>>>>>>>> Yes, we are working on it. We are done with the new survey
>>>>>>>>> creation. We should be done with creation of lookup tables
also for the
>>>>>>>>> tracking of key metrics within the next week. I am stuck
on showing the
>>>>>>>>> responses for now. Its a little blocker for me. But I'm
sure we'll get
>>>>>>>>> through it.
>>>>>>>>> On Fri, Apr 7, 2017, 4:02 AM Nathan McClellan <
>>>>>>>>>> wrote:
>>>>>>>>> Hello all!
>>>>>>>>> Any progress?
>>>>>>>>> I'm not a developer but anything I can do to help?
>>>>>>>>> On Fri, Mar 24, 2017 at 11:52 AM Nathan McClellan <
>>>>>>>>>> wrote:
>>>>>>>>> Yes that sounds great.
>>>>>>>>> On #3 please make sure it gives the score in the results.
Also I
>>>>>>>>> would love to know where this is stored in the DB so
we can do an average
>>>>>>>>> and see the PPI results for a group of clients and of
each client over
>>>>>>>>> time.
>>>>>>>>> If the interface could show that too it would be great.
>>>>>>>>> Something like
>>>>>>>>> Client Lincoln X
>>>>>>>>> Date        PPI 1
>>>>>>>>> Date       PPI 2
>>>>>>>>> Date       PPI 3
>>>>>>>>> ...
>>>>>>>>> Thanks
>>>>>>>>> On Thu, Mar 23, 2017 at 5:22 PM Raunak Sett <>
>>>>>>>>> wrote:
>>>>>>>>> @Ed Yes I'll be working on this. I am starting with the
>>>>>>>>> creation from the community app first after that I'll
be working on this
>>>>>>>>> ASAP.
>>>>>>>>> On Fri, Mar 24, 2017, 4:43 AM Ed Cable <>
>>>>>>>>> Nathan,
>>>>>>>>> Just to clarify you need the following (1, 2, 3), correct?
>>>>>>>>> 1) Build out the UI for creating survey from available
>>>>>>>>> scorecard
>>>>>>>>> Right now we should simply have to run the PPI-uploader
tool on
>>>>>>>>> your instance and it will upload the PPIs that have been
added as XMLs.
>>>>>>>>> This should work fine right now (apart from having to
make some slight
>>>>>>>>> modifications to the PPI-uploader based on the recent
changes to resources
>>>>>>>>> with switch to fineract from mifos x.
>>>>>>>>> 2) Capture/record surveys from a given entity in the
web app
>>>>>>>>> This is currently available from the UI (you can test
it out at
>>>>>>>>> (mifos/password) by navigating
to any
>>>>>>>>> client, clicking more dropdown and then survey. You can
then select the
>>>>>>>>> survey from the dropdown and enter responses. We do have
some work that
>>>>>>>>> needs to be done to ensure the lookup tables are being
linked to the
>>>>>>>>> scorecards and scores are being properly tabulated.
>>>>>>>>> 3) View recorded surveys from the web app
>>>>>>>>> This still needs to be built out. @Raunak - is this something
>>>>>>>>> could take up?
>>>>>>>>> 4) Interface to create new surveys from scratch via the
>>>>>>>>> Out of scope for what you need.
>>>>>>>>> Additional Context from Another Email
>>>>>>>>> ---------------------------------------------------
>>>>>>>>> These are the legacy docs on the old question group functionality:
>>>>>>>>> and
>>>>>>>>> So for the UI, we need:
>>>>>>>>> 1) UI to select an available PPI scorecard for a given
>>>>>>>>> and then create a survey instance of this (ideally this
could be
>>>>>>>>> done at different entities - client, loan)
>>>>>>>>> 2) UI to record the instance. For example if in step
1 above I
>>>>>>>>> wanted to create a survey instance of the PH PPI at the
>>>>>>>>> level I now need a button within the client record to
>>>>>>>>> survey and then display the scorecard
>>>>>>>>> 3) UI to view recorded survey. Now that a survey is recorded,
>>>>>>>>> need to be able to view that recorded survey from the
>>>>>>>>> record and see the date/time stamp/version. Is the date/version
>>>>>>>>> recorded in background able to to be displayed.
>>>>>>>>> Now I have some other questions regarding the flexibility
of the
>>>>>>>>> surveys/SPM framework and how it relates to data tables.
Is the
>>>>>>>>> surveys framework only for pre-defined scorecards like
>>>>>>>>> MPAT, UN SDGs, etc? Or is it also to create brand new
>>>>>>>>> My first question would be this. If I want to create
a survey from
>>>>>>>>> scratch (i.e. a completely unique 15-question business
plan survey)
>>>>>>>>> should I do this via a Data Table or should I use your
surveys framework.
>>>>>>>>> If the latter, should the surveys framework be used to
define a
>>>>>>>>> question bank (of multiple question types - free-form,
text, multi-select,
>>>>>>>>> etc.) and then from this question bank, create a survey
>>>>>>>>> give it a title, select questions) and then save as a
survey). If
>>>>>>>>> this is all possible, I want to work with volunteers
to finalize the
>>>>>>>>> wireframes Nayan worked on and implement this survey
wizard to
>>>>>>>>> create surveys powered by the Surveys Framework.
>>>>>>>>> On Thu, Mar 23, 2017 at 3:58 PM, Nathan McClellan <
>>>>>>>>>> wrote:
>>>>>>>>> Thanks for the update.
>>>>>>>>> How many programing hours do you think are left?
>>>>>>>>> On Thu, Mar 23, 2017 at 4:55 PM Ed Cable <>
>>>>>>>>> wrote:
>>>>>>>>> HI Nathan,
>>>>>>>>> I apologize for the delays on this. I'm still trying
to work with
>>>>>>>>> a volunteer to get this work finished up. Sorry that
I can't expedite it
>>>>>>>>> any further. I'm in touch with Maulik along with Raunak.
>>>>>>>>> Markus replied separately regarding the query I had before:
>>>>>>>>> My first question would be this. If I want to create
a survey from
>>>>>>>>> scratch (i.e. a completely unique 15-question business
plan survey)
>>>>>>>>> should I do this via a Data Table or should I use your
>>>>>>>>>  framework.
>>>>>>>>> ============
>>>>>>>>> --
Markus Geiss
Chief Technology Officer, Kuelap, Inc. <>
+49 1522 9505306

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