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 <[email protected]> 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 < > [email protected]> wrote: > >> Hello all, >> Any update? >> >> Thanks >> >> On Mon, Apr 10, 2017 at 4:38 PM Nathan McClellan < >> [email protected]> wrote: >> >>> Thanks for the update! >>> >>> On Fri, Apr 7, 2017 at 1:24 PM Raunak Sett <[email protected]> >>> 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 < >>>> [email protected]> 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 < >>>> [email protected]> 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 <[email protected]> >>>> 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 <[email protected]> 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 < >>>> [email protected]> 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 <[email protected]> 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 < >>>> [email protected]> wrote: >>>> >>>> Hello all, >>>> Any update on this? >>>> >>>> Thanks >>>> >>>> On Wed, Feb 15, 2017 at 10:52 AM Ed Cable <[email protected]> wrote: >>>> >>>> Hi Nathan, >>>> >>>> We're still driving on this. Apart from Samrat working on the >>>> requirements, I now have a volunteer developer, Maulik (cc'd) who's >>>> interested in taking up work on this. >>>> >>>> Markus/Nayan - could you please reply to my outstanding questions on >>>> the previous email? I'll also forward it to the fineract dev list so all >>>> can participate in the discussion. I'll let you respond there. >>>> >>>> Ed >>>> >>>> >>>> On Tue, Feb 14, 2017 at 1:16 PM, Nathan McClellan < >>>> [email protected]> wrote: >>>> >>>> Hello all, >>>> Any update on the progress here? >>>> >>>> Thanks >>>> >>>> On Mon, Jan 23, 2017 at 12:21 PM Ed Cable <[email protected]> wrote: >>>> >>>> HI Markus, >>>> >>>> Sorry for the long delay in replying to this thread but I do want to >>>> make sure I'm 100% clear on what you've told me. >>>> >>>> So once the ppi surveys that have been converted to XML have been >>>> merged into ppi-uploader, for each instance of Mifos X to have access to >>>> the PPI surveys a user simply needs to run download and run the >>>> ppi-uploader tool acoording to the instructions in the READme: >>>> https://github.com/openMF/ppi-uploader/blob/master/README.md >>>> >>>> All the PPI surveys in the tool are then available to all tenants on >>>> that instance? Nothing needs to be done to select which tenant or which PPI >>>> surveys you want available? >>>> >>>> But this is done per instance, by running the ppi-uploader tool we >>>> can't make them available in the war file so that all the PPIs are >>>> available as part of the release download. >>>> >>>> The PPI-uploader doesn't need to be run at upgrades; only if there are >>>> new versions of PPI added in that one wants available. >>>> >>>> So this makes the PPIs available in the instance but we still need a >>>> front-end UI for the web app in which to select an available PPI and >>>> capture a survey instance of it, correct? >>>> >>>> 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. >>>> >>>> Thanks, >>>> >>>> Ed >>>> >>>> >>>> On Tue, Jan 10, 2017 at 5:34 AM, Markus Geiß <[email protected]> wrote: >>>> >>>> Nope ... you 'only' start the ppi-uploader tool and upload the wanted >>>> PPI Template ... that's it ... then it is available in Fineract ... if >>>> there is a new version of the PPI template you then upload the new version >>>> and a new version is added to Fineract ... that is all you need to do. >>>> >>>> Best wishes, >>>> >>>> >>>> *Markus Geiss* >>>> Chief Architect >>>> RɅĐɅЯ, The Mifos Initiative >>>> [email protected] | Skype: mgeiss.mifos.org | Mobil: +49.152.295.05306 >>>> <+49%201522%209505306> | http://mifos.org <http://facebook.com/mifos> >>>> >>>> -- >> *Nathan McClellan* >> >> VP, International Operations >> >> 801.456.0715 <(801)%20456-0715> >> >> Mentors International <https://mentorsinternational.org/> >> >> >> Join Our Community <https://mentorsinternational.org/subscribe/> >> >> NOTICE: This email message is for the sole use of the intended >> recipient(s) and may contain confidential and privileged information. Any >> unauthorized review, use, disclosure or distribution is prohibited. If you >> are not the intended recipient, please contact the sender by reply email >> and destroy all copies of the original message. >> > > > > -- > *Ed Cable* > President/CEO, Mifos Initiative > [email protected] | Skype: edcable | Mobile: +1.484.477.8649 > <(484)%20477-8649> > > *Collectively Creating a World of 3 Billion Maries | *http://mifos.org > <http://facebook.com/mifos> <http://www.twitter.com/mifos> > > -- *Ed Cable* President/CEO, Mifos Initiative [email protected] | Skype: edcable | Mobile: +1.484.477.8649 <(484)%20477-8649> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org <http://facebook.com/mifos> <http://www.twitter.com/mifos>
