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From Ed Cable <edca...@mifos.org>
Subject Re: Resolving blocker with storing PPI responses WAS [Re: PPI Json tables]
Date Thu, 01 Jun 2017 04:18:42 GMT
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" <markus.geiss@kuelap.io> 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 <edcable@mifos.org> 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 fix
>> after nearly a year. Raunak is eager to complete the work once we can get
>> 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 <edcable@mifos.org> wrote:
>>
>>> Markus,
>>>
>>> I know that you are busy with the pilots at Generation 3, but all of 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 has
>>> patiently been awaiting the ability to capture PPI for nearly a year now.
>>>
>>> This was also (just a small part) of the PPI commitment we made to the
>>> 100M Project in 2015
>>> <http://mifos.org/blog/100-million-project-commitment/> and we've 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 work
>>> 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 from
>>> 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 we 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 so 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 no confirmation
>>> that the responses have been captured nor an ability to view the recorded
>>> responses. I wanted to identify 1) what is caused by Santosh 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 are
>>> 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 <
>>> nathan@mentorsinternational.org> wrote:
>>>
>>>> Hello all,
>>>> Any update?
>>>>
>>>> Thanks
>>>>
>>>> On Mon, Apr 10, 2017 at 4:38 PM Nathan McClellan <
>>>> nathan@mentorsinternational.org> wrote:
>>>>
>>>>> Thanks for the update!
>>>>>
>>>>> On Fri, Apr 7, 2017 at 1:24 PM Raunak Sett <sett.raunak@gmail.com>
>>>>> 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 <
>>>>>> nathan@mentorsinternational.org> 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 <
>>>>>> nathan@mentorsinternational.org> 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 <sett.raunak@gmail.com>
>>>>>> wrote:
>>>>>>
>>>>>> @Ed Yes I'll be working on this. I am starting with the survey
>>>>>> 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 <edcable@mifos.org>
wrote:
>>>>>>
>>>>>> Nathan,
>>>>>>
>>>>>> Just to clarify you need the following (1, 2, 3), correct?
>>>>>>
>>>>>> 1) Build out the UI for creating survey from available PPI 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
>>>>>> https://demo.openmf.org (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 you
>>>>>> could take up?
>>>>>>
>>>>>> 4) Interface to create new surveys from scratch via the UI
>>>>>>
>>>>>> Out of scope for what you need.
>>>>>>
>>>>>> Additional Context from Another Email
>>>>>> ---------------------------------------------------
>>>>>>
>>>>>> These are the legacy docs on the old question group functionality:
>>>>>> https://mifosforge.jira.com/wiki/display/MIFOS/Question+Groups+
>>>>>> and+PPI
>>>>>> and http://www.flossmanuals.net/mifos-user-manual/how-to-
>>>>>> add-a-question-group/
>>>>>>
>>>>>> So for the UI, we need:
>>>>>>
>>>>>> 1) UI to select an available PPI scorecard for a given country 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 client level
>>>>>> I now need a button within the client record to record survey and
>>>>>> then display the scorecard
>>>>>> 3) UI to view recorded survey. Now that a survey is recorded, I need
>>>>>> to be able to view that recorded survey from the client record and
>>>>>> see the date/time stamp/version. Is the date/version all 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 PPI, IRIS,
>>>>>> MPAT, UN SDGs, etc? Or is it also to create brand new "surveys".
>>>>>>
>>>>>> 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 (i.e. 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 <
>>>>>> nathan@mentorsinternational.org> 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 <edcable@mifos.org>
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 surveys
>>>>>>  framework.
>>>>>>
>>>>>> ============
>>>>>>
>>>>>> Reply from Markus: The SPM framework was built to create any type
of
>>>>>> survey/questionnaire. PPI is just a sample use of it. I was testing
>>>>>> it with MPAT, adn even homebrewn surveys.
>>>>>>
>>>>>> On Wed, Mar 8, 2017 at 2:21 PM, Nathan McClellan <
>>>>>> nathan@mentorsinternational.org> wrote:
>>>>>>
>>>>>> Hello all,
>>>>>> Any update on this?
>>>>>>
>>>>>> Thanks
>>>>>>
>>>>>> On Wed, Feb 15, 2017 at 10:52 AM Ed Cable <edcable@mifos.org>
wrote:
>>>>>>
>>>>>> ...

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