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 <[email protected]> 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 <[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.
>>>>>
>>>>> --
Markus Geiss
Chief Technology Officer, Kuelap, Inc. <http://kuelap.io/>
+49 1522 9505306

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