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Roadmap
fourthletter edited this page Oct 22, 2019
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Below is are the projects objectives by time first and then by theme.
November
Dev Features
- django-storages 2.0 will no longer default to public-read
- Improve the file upload widget
- For each fund or lab, add a field in the form for the guide url. If exist, display a button on the fund/lab page as well as the application with link.
- Submissions in state approved need to editable by applicants but also need to end up being "locked" in a final state
- Make it possible to add reminders to applications
- Create unique slack channel for notes
- The ability for a user to create a custom list of submissions they have access to by providing an option for them to flag/bookmark/follow it on the submission page. this list should show up in a new list at the bottom of their dashboard.
- Ability for team to edit a determination msg with an option to not re-send the applicant notifications
- Remove sections of the determination form that don't have any text from the email that goes to applicants
- Add a clone/copy function on the admin/funds/applicationform/ listing to create a new application based on a previous one
October
Dev Features
- Side-by-Side View #748
- Reminder function to applicants and staff reviewers to track and manage deadlines #1491
- Auto populate decision text into determination responses
- Word/Character Limits #705
- Connect submissions that applied to other OTF funds within WebApp #717
- Streamline communication channels. Example: We platform is fine with help questions, but there are too many communication channels. Slack is not searchable and user friendly.
SOP
- Usability/UX research of WebApp
- Transparent process for prioritizing bug/feature/UX requests
- Protocol for reporting bug/feature/UX
- User manual or documentation on how to use webapp, particularly useful for on-boarding new AC
- Responsible data policy & security
August - September
- Bring back the short proposal form for concept notes that are requesting less than 100k #717
- Create a new page template called "Results", that can be placed anywhere #1248
- Update the region scheme to the UN scheme and update all submissions accordingly #1173
- Create a view of projects and fellows by geographic location (the map of where our support is going idea) #243
- As a manager, the ability to customize available options from global fields when displayed on application #311
- Add a deadline field to determinations and include deadline in any notifications, if included #326
- Add a "Applications with deadlines" list to a users dashboard, listing submissions with deadlines for both applicants and the leads of those applications #306
- As a manager, i need an easy way to track all set deadline dates given to an applicant or staff member #285
- As a reviewer, receive automated reminders for outstanding reviews assigned as deadlines approach #273
June-July
- Complete discovery and scoping for summer sprints
- Creation of summer spring tickets that focus on post approval workflows (project approval forms, contracting, payment requests, and regular project reporting)
- Deploy API access for both users and projects
- Deploy ability for staff to apply labels to submissions (meta)
- Deploy first set of automation functions
- Performance and bug fixes always
From non-priority tickets in the current milestone (2019-Q3 -priority)
- Harmonize the viability definitions and implement the same options for comments, reviews, and submissions
- Introduce an optional survey for applicants to complete post final-determination #835
- Allow users the ability to see and set their notification preferences in their profile
- Expose useful meta-data (avg amount approved, type of project, etc) from the API on internal and external pages (ie round and fund pages)
- Improve the listing of projects, fellows, and other results on the public facing pages #1248
- Begin offering the ability to associate a Signal number to receive and respond to notifications
- Ability for users to submit bug or feature requests from within the app or on error pages
- What could the API/metadata inform us about current and future programming?
- What can we infer and what can we deduct from information we have at hand? Do we have complete picture and what are the gaps?
Approx. next 3 months
Items from the current milestone (2019-Q3) not included above or from the approaching milestone (2019-Q4).
[todo, need to move items from above down here as is right and go through later milestone and creating high-level summaries]
- Introduce and test post approval features such as PAF, invoice, monthly report, creation/management
- Review and refine as needed the current responsible data policy
- Conduct a responsible data audit
- Change the repo name to an standalone project/app name and release a website highlighting the app itself
- Create a security information page outlining the security/privacy features of the app along with our ongoing guidelines for future features
- What are tangible outcomes from having better access to submission information? What materials do we need to meet objectives? Do we have sufficient capacity to implement activities?
- What further internal or external UX/UI exploratory sessions should we conduct and how best to share feedback with team, applicants, and the public?
- What additional information and communication do applicants need (ie guidance, messages/comms) and how do we improve our ongoing feedback loop with them?
Approx. next 6 months
Items not above from the next two or three milestones.
[todo, still need to go through these milestones to create high-level summaries like above]
- Should we import all the manually created PAF's into the app for a PAF central database?
- What additional tools or resources do for applicants to navigate various funds, see #697?
- Training and how-to materials for external stakeholders
Approx. next 12 months
Items not above from the next three or four milestones.
[todo, still need to go through these milestones to create high-level summaries like above]
- What are our goals one year from now?
The Following Progress page outlines how one can observe, watch, or follow the progress towards the above goals.
In no particular order, we've listed long-term goals for the app below:
- Completely API-driven allowing multi-medium interface and easier 3rd party system integrations
- Managers ability to create and customize application workflows (this is currently a developer task)
- Applicants ability to submit end-to-end encrypted information via submission forms
- Federation between instances, ability for different entities to collectively engage on a shared fund
- Automated analysis on submissions for common things reviewers manually research/do (repo health, sentiment, community, etc)
- Support for collaborative / multi-user applications
- Proving options for peer review workflow (applicants reviewing other applications), other community-wide inputs, and collective decision making functions
- Automated reports on round, fund, and instance wide data (kpi's, application trends, etc)
- Integration of online contract/grant agreement signing, payment processing, and monitoring systems
- Managers ability to create, customize, and deploy a projects reporting format, workflow, and rhythm
- Bi-directional engagement via all notification mediums (ability to respond via email, slack, signal)
- Increase access control for most sensitive areas/functions (ie restrict based on device, security key, etc)
- Ability to deploy automated tests on 3rd party systems to ensure application functions and access permissions are working
- Interface that allows managers to set conditions for automatically progressing applications from one state to another
- Support for instance themes on the frontend
- Ability for creators of content (applicants and reviews) to control the visibility of their content
- Content wide support for saving drafts (even for anon applicants) and working offline
- Integration with discourse for community engagement (receiving answers from FAQ, asking questions, posting comments)
- Creation of a recommendation engine for assigning reviews to managers and reviewers
- Fully functional responsive Progressive Web App for mobile/tablets (think you can put on your home screen)
- Creation of a recommendation engine to provide initial suggestions if submissions are in/out of remit
- Creation of a prediction engine to indicate an submissions likelihood of progressing