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

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