Roadmap

Purpose of this document

• Establish a shared sense of priority
• Clarify time-based expectations for next-steps and milestones
• Define terms reference for high-level structural elements
• Clarify bottom-liners for themes > goals (initiatives) > milestones
• Aid in the identification of resource needs and constraints

Themes

How they are organized:

Theme (Vision / Very high level)

{meta: priority [], label [], arch/owner [], devs: [], ui/ux: []; qa: []}

• Initiatives (Goal)
  • Epics (Milestones / Objectives)
    • Stories (Issues / Tasks)

(not in order of priority, tbd)

API

{meta: priority [], label [api], arch/owner [], devs: [], ui/ux: []; qa: []}

• Fully API-driven front-end
  • apply/ is completely replaced by the React app
  • Ability for others to create completely different apply/ alternatives
• Fully documented API
• R/W API access for 3rd party integrations
• API permissions interface in admin
• Begin exposing admin functions via API

Portfolio management, post-approal, and project management

{meta: priority [], label [portfolio], arch/owner [], devs: [], ui/ux: []; qa: []} *

3rd party integrations

{meta: priority [], label [integration], arch/owner [], devs: [], ui/ux: []; qa: []}

• Contract and payment management services (Salesforce, Sage, Netsuite, etc)
• Messaging and communication services
• 2-way engagement between channels
• Delivery confirmation w/in hypha
• Data portability, export/import
• Honorarium management services
• Help/Feedback services

Security and privacy

{meta: priority [], label [privsec], arch/owner [], devs: [], ui/ux: []; qa: []}

• Full db encryption
• PII handling
• Sensitive content handling
  • End-to-end encrypted field data
• Policy (GDPR/CCPA) management, compliance, consent
• Annual 3rd party security/privacy code audit
• Support for additional/multiple SSO providers with access rules
• Deploy a hypha.app wide (not just for OTF/Reset) bug bounty & disclosure service (ie bugcrowd, hackerone, etc)

Metrics: Progress, performance, activity, and content

{meta: priority [], label [metrics], arch/owner [], devs: [], ui/ux: []; qa: []}

• KPI’s for system, funds, rounds, managers, applicants
• KPI’s for system, portfolios, projects, contracts, managers, etc
  • Dashboard
  • Ability to make public/publish metrics publicly, to applicants, or all staff
• Application content trends
  • Improved content tagging/labeling/rating
  • Review and reviews labels/meta categories/ etc
• Improved search

Participatory and collaborative processes

{meta: priority [], label [collab], arch/owner [], devs: [], ui/ux: []; qa: []}

• Peer review of applications (applicants reviewing applications)
• Community/network review of applications
• Collaborative applications
• Flash grants
• Ability to make an application publicly available
• Review and refine the “partners” role/functions

Admin/management web interfaces

{meta: priority [], label [admin], arch/owner [], devs: [], ui/ux: []; qa: []}

• Full UI/UX audit and discovery for application management
• Full UI/UX audit and re-discovery for project management
• Put all user profile options/fields in one place or in both (admin/ or apply/)
• Create a built-in night-mode theme
• Support for “smart” application forms (ie available or required fields change based on what previous options were selected)

Deployability of hypha

{meta: priority [], label [deploy], arch/owner [], devs: [], ui/ux: []; qa: []}

• Build the hypha python/pip/django package
• Improve standalone docker install
• Make it easy to theme/style/customize hypha public, admin, submission pages
• Support additional popular PaaS’s (ie Scalingo, etc)
• Begin development of hypha SaaS (ie my.hypha.app)
• Increase the number of hypha deployments

Developer onboarding process

{meta: priority [], label [devel], arch/owner [], devs: [], ui/ux: []; qa: []}

• Improve contributor guidelines, standards, practice docs
• Offer more reward/bounties

Hypha org/community/brand

{meta: priority [], label [org], arch/owner [], devs: [], ui/ux: []; qa: []}

• Have first annual hypha dev summit
• Fully migrate to standalone repository
• Refine hypha.app website
• Create standalone hypha community/support spaces

Automation

{meta: priority [], label [auto], arch/owner [], devs: [], ui/ux: []; qa: []}

• Create a workflow/actions editor in the admin UI
• Create a message/notification editor in the admin UI for any missing ones
• Enable switches for all existing automations/actions
• Provide estimates to applicants on time to next stage
• Review recommendations (based on defined criteria)
• Suggested applications of interest (based on defined criteria)
• Auto screening > manual screening > auto determination > manual determination process

Communication between managers and applicants

{meta: priority [], label [comms], arch/owner [], devs: [], ui/ux: []; qa: []}

• Create a notifications area in the web interface
• Create notification settings in account management
• Ability to comment on specific elements of the application workflow (application, reviews, submission responses)
• Ability to save and receive notification on new revisions without changing state
• A more structured/flexible back and forth alternative to submission responses
  • Ability for a team member (lead) to define submission-specific questions that reviewers are asked to respond to, in addition to the predefined review form.

Not included but important

Things not to forget and/or bring up above

• Project reporting
• Encrypted field
• Localization/multilingual support
• Automated application insights
• Pagination of application forms
• Conditional logic forms (that bring you to previous defined pages/sections)

Timeline

Goals, corresponding issues, and discussions are grouped into 3-month long milestones called horizons. Horizon 1 is the current milestone. Horizon 2 will be next, followed by horizon 3, then 4. This is all aspirational, hopefull, and approximate.

Horizon 1

Issues currently being worked on.

Goals

Discussions

Horizon 2

Issues to be addressed in the next 3-6 months

Goals

Discussions

Horizon 3

Issues to be addressed in the next 6-9 months

Goals

Discussions

Horizon 4

Issues to be addressed in the next 9-12 months

Goals

Discussions