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From Ed Cable <>
Subject Re: Resolving blocker with storing PPI responses WAS [Re: PPI Json tables]
Date Fri, 16 Jun 2017 15:52:16 GMT

Welcome back from from Indonesia! Have you had a chance to look into this?


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 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 <> 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
>>>>> 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 we've
>>>>> 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
>>>>> all. I know the fix is simple but working through the fix together will
>>>>> 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
>>>>> 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 so
>>>>> he can do an average and see the PPI results for a group of clients and
>>>>> 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
>>>>> 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
>>>>> 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 <
>>>>>> 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 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 <>
>>>>>>>> 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
>>>>>>>> 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
>>>>>>>> This is currently available from the UI (you can test it
out at
>>>>>>>> (mifos/password) by navigating to
>>>>>>>> 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 UI
>>>>>>>> Out of scope for what you need.
>>>>>>>> Additional Context from Another Email
>>>>>>>> ---------------------------------------------------
>>>>>>>> These are the legacy docs on the old question group functionality:
>>>>>>>> and+PPI
>>>>>>>> and
>>>>>>>> add-a-question-group/
>>>>>>>> So for the UI, we need:
>>>>>>>> 1) UI to select an available PPI scorecard for a given country
>>>>>>>> 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
>>>>>>>> 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,
>>>>>>>> need to be able to view that recorded survey from the client
>>>>>>>> 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 PPI,
>>>>>>>> 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
>>>>>>>> scratch (i.e. a completely unique 15-question business plan
>>>>>>>> should I do this via a Data Table or should I use your surveys
>>>>>>>> If the latter, should the surveys framework be used to define
>>>>>>>> question bank (of multiple question types - free-form, text,
>>>>>>>> etc.) and then from this question bank, create a survey (i.e.
>>>>>>>> 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 <>
>>>>>>>> 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
>>>>>>>> scratch (i.e. a completely unique 15-question business plan
>>>>>>>> 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 <
>>>>>>>>> wrote:
>>>>>>>> Hello all,
>>>>>>>> Any update on this?
>>>>>>>> --
> Markus Geiss
> Chief Technology Officer, Kuelap, Inc. <>
> +49 1522 9505306 <+49%201522%209505306>

*Ed Cable*
President/CEO, Mifos Initiative | Skype: edcable | Mobile: +1.484.477.8649

*Collectively Creating a World of 3 Billion Maries | *
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