[NCSG-EC] [NCSG Techteam] Call with Wapix this week re priorities

Sat Apr 27 00:36:46 EEST 2019

Hi Tapani,

I could check with Josh, but I think he was either using gmail as an
example of a client, or assuming that we (or for this purpose, Maryam) is
using gmail.

I think it is worthwhile to ask how "portable" their solution would be in
the event of a change of client for the person whose email is configured.

What we need with RFI tracking is a way to record, in civi, the RFI sent by
Maryam and the actual reply she receives, without having her copy/paste it.
This necessarily means some level of intrusion into the mailbox of the
person in charge of RFIs, although there are various ways this intrusion
can be fenced up, I presume.

I'm not sure however how migrating the mailing list would solve problems
here given that these RFIs happen offlist. But I might be misunderstanding
you!

Yazid: thanks for your input. It is normal you don't have the access since
only EC members have it for that one!

Have a nice evening,

On Thu, Apr 25, 2019 at 6:51 PM Tapani Tarvainen <ncsg at tapani.tarvainen.info>
wrote:

> Hi all,
>
> The description sounds like they'd tie CiviCRM email setup to Gmail.
> Not everybody would be happy to be dependent on Google that way;
> indeed one key reason behind the entire project was to get rid of
> Google dependency. Not that it's my call to make now, just wanted to
> raise the point.
>
> I'm also somewhat confused as to why they'd want to do that, but
> then I'm not sure what that RFI tracking system is supposed to do.
>
> Somewhat guessing here, it may be it would be worthwhile to think
> about the possible mailing list migration at the same time, as
> it might make the Gmail hack here unnecessary as a side-effect
> or otherwise involve overlapping work.
>
> I could take a bit closer look at this when I return home next week
> and possibly attend another call with Wapix.
>
> Tapani
>
>
> On Apr 25 13:51, Raphaël Beauregard-Lacroix (rbeauregardlacroix at gmail.com)
> wrote:
> >
> > Hi all
> >
> > An update from Josh on point 3:
> >
> > *3) New system for tracking RFI's.* Unfortunately, CiviCRM no longer
> > supports the old email to activity integration so we would need to
> develop
> > this using custom code. If we use the simpler IMAP implementation (you
> have
> > to set Gmail to allow less secure apps), you are looking at about 20
> hours
> > to integrate one Gmail inbox with CiviCRM activities. If you want that
> > information not only copied into CiviCRM, but also included in the form
> for
> > reviewers, it will require about an additional 10 hours. If you choose
> not
> > to implement the additional form integration, you could still view the
> > email exchange via activities on the CiviCRM contact record.
> >
> > *Please give me your thoughts on that and point 1 and 2 by Friday COB.*
> >
> > Thanks
> >
> > Have a nice day,
> >
> > On Mon, Apr 22, 2019 at 5:49 PM Raphaël Beauregard-Lacroix <
> > rbeauregardlacroix at gmail.com> wrote:
> >
> > > Hi just a bump on that so that I can go back to Josh from Wapix ASAP
> > >
> > > Thanks!
> > >
> > >
> > > On Sun, Apr 21, 2019 at 1:12 AM Raphaël Beauregard-Lacroix <
> > > rbeauregardlacroix at gmail.com> wrote:
> > >
> > >> Hi all
> > >>
> > >> Follow up from Josh below. Let me think what you would prefer for 1)
> and
> > >> what you think of 2) for peeps in the EC.
> > >>
> > >> Have a nice Easter (or just a nice Sunday!)
> > >>
> > >>
> > >> ***
> > >>
> > >> 1) *Configure an automated email to EC members. *You have three
> options
> > >> here. Configuring an email to remind all reviewers when there are
> pending
> > >> membership applications will take about an hour. Configuring an email
> to
> > >> remind only those reviewers who have not reviewed the application yet
> will
> > >> take about 9 hours. Configuring an email to remind only those
> reviewers who
> > >> have not reviewed the application and including a list in the email
> of the
> > >> applications that have not been reviewed will take about 15 hours.
> > >>
> > >> 2) *Improve front end column layout.* We have implemented the new
> column
> > >> structure here <https://crmtest.ncsg.is/> for your review. Several
> > >> things to note: a) The backlink from the reviewers page has not yet
> been
> > >> implemented b) There is apparently nothing to show for the SOI field
> on the
> > >> organization membership page. Do you want something different on this
> page?
> > >> c) Some of the hyperlinks are hard coded to the live site so you'll
> have to
> > >> keep an eye on the URL when testing. If you like what you see here,
> we are
> > >> looking at about 4 hours all together to get this implemented on live.
> > >>
> > >> On Fri, Apr 12, 2019 at 9:05 PM Raphaël Beauregard-Lacroix <
> > >> rbeauregardlacroix at gmail.com> wrote:
> > >>
> > >>> Hi all
> > >>>
> > >>> A quick update:
> > >>>
> > >>> The call went well today, Tapani (thanks again!) was there too to
> > >>> provide some info on points 3,4 and 5 and add #6 which is migrating
> the
> > >>> mailing lists and archives.
> > >>>
> > >>> Wapix will come back to us with an estimate which I will circulate
> for
> > >>> approval once I get it.
> > >>>
> > >>> Have a nice weekend,
> > >>>
> > >>> Raphael
> > >>>
> > >>> On Fri, Apr 12, 2019 at 12:42 PM Raphaël Beauregard-Lacroix <
> > >>> rbeauregardlacroix at gmail.com> wrote:
> > >>>
> > >>>> FYI, in case : Postponed by 15 min from original schedule
> > >>>>
> > >>>> On Wed, Apr 10, 2019, 19:34 Raphaël Beauregard-Lacroix <
> > >>>> rbeauregardlacroix at gmail.com> wrote:
> > >>>>
> > >>>>> Hi all
> > >>>>>
> > >>>>> Zoom link here for those who would be interested (1 pm EDT this
> > >>>>> Friday)
> > >>>>>
> > >>>>> https://zoom.us/j/9965095294
> > >>>>> <
> https://www.google.com/url?q=https%3A%2F%2Fzoom.us%2Fj%2F9965095294&sa=D&usd=2&usg=AFQjCNHXvBC9yL4WzPHKSnYbORcH54Kiiw
> >
> > >>>>>
> > >>>>>
> > >>>>> Best,
> > >>>>>
> > >>>>> On Tue, Apr 9, 2019 at 11:50 AM Raphaël Beauregard-Lacroix <
> > >>>>> rbeauregardlacroix at gmail.com> wrote:
> > >>>>>
> > >>>>>> Hi Tapani,
> > >>>>>>
> > >>>>>> Yes, the call will be taking place Friday at 1pm EDT. Just got a
> > >>>>>> reply from Wapix a minute ago, so timely!
> > >>>>>>
> > >>>>>> I don't have the details yet but will share them here when I do
> > >>>>>>
> > >>>>>> Best,
> > >>>>>>
> > >>>>>> On Tue, Apr 9, 2019 at 11:17 AM Tapani Tarvainen via Techteam <
> > >>>>>> techteam at lists.ncsg.is> wrote:
> > >>>>>>
> > >>>>>>> Hi Raphaël,
> > >>>>>>>
> > >>>>>>> Will you post the call time and details here when the time is
> fixed?
> > >>>>>>>
> > >>>>>>> I might join, depending on the time.
> > >>>>>>>
> > >>>>>>> Thanks,
> > >>>>>>>
> > >>>>>>> Tapani
> > >>>>>>>
> > >>>>>>> On Tue, Apr 09, 2019 at 10:49:13AM -0400, Raphaël
> Beauregard-Lacroix
> > >>>>>>> via Techteam (techteam at lists.ncsg.is) wrote:
> > >>>>>>> >
> > >>>>>>> > Hi both (and everyone else)
> > >>>>>>> >
> > >>>>>>> > Thanks for your comments. As for the complexity level of these
> > >>>>>>> issues, it
> > >>>>>>> > is something that I will discuss with them before they start on
> > >>>>>>> anything.
> > >>>>>>> >
> > >>>>>>> > If the estimate for each is more than a few hours at most,
> that is
> > >>>>>>> > something that would substantially deplete our remaining
> > >>>>>>> development
> > >>>>>>> > blocks, I would come back here and ask for your input.
> > >>>>>>> >
> > >>>>>>> > Farrell, I don't think there is a "need" for you to join, but I
> > >>>>>>> did not
> > >>>>>>> > mean this to be a secret call or anything, hence my invitation
> :)
> > >>>>>>> But yes I
> > >>>>>>> > will report here after the call and also as the work
> progresses.
> > >>>>>>> >
> > >>>>>>> > Have a nice day,
> > >>>>>>> >
> > >>>>>>> > On Mon, Apr 8, 2019 at 4:35 AM Ekue Farell Folly <
> > >>>>>>> farell at benin2point0.org>
> > >>>>>>> > wrote:
> > >>>>>>> >
> > >>>>>>> > > Dear Raphael,
> > >>>>>>> > >
> > >>>>>>> > > Interesting and great job. I have no additional concerns.
> For a
> > >>>>>>> first
> > >>>>>>> > > meeting, I think that everything is covered.
> > >>>>>>> > > As far as being on the call is concerned, If you think that
> it
> > >>>>>>> might be
> > >>>>>>> > > useful (for NCSG representativity, for instance) I could
> join,
> > >>>>>>> otherwise;
> > >>>>>>> > > reading your minutes notes afterwards should be sufficient.
> > >>>>>>> > >
> > >>>>>>> > > Good luck.
> > >>>>>>> > >
> > >>>>>>> > > On Sun, 2019-04-07 at 19:05 -0400, Raphaël Beauregard-Lacroix
> > >>>>>>> via Techteam
> > >>>>>>> > > wrote:
> > >>>>>>> > >
> > >>>>>>> > > Dear all,
> > >>>>>>> > >
> > >>>>>>> > > I would like to schedule a call this week with Wapix in
> order to
> > >>>>>>> inform
> > >>>>>>> > > them of our priorities list with regards to the currently
> > >>>>>>> outstanding
> > >>>>>>> > > issues we have with our membership database and management
> > >>>>>>> software. We
> > >>>>>>> > > still have some development time to use.
> > >>>>>>> > >
> > >>>>>>> > > I would suggest moving forward with the following order of
> > >>>>>>> priorities:
> > >>>>>>> > >
> > >>>>>>> > >    1. Configuring an automated email reminder to EC members
> > >>>>>>> every two
> > >>>>>>> > >    weeks when there are pending membership applications (let
> us
> > >>>>>>> say, every 2
> > >>>>>>> > >    weeks)
> > >>>>>>> > >    2. Cleaning the front end of useless information and
> changing
> > >>>>>>> what we
> > >>>>>>> > >    have now into a four column layout: name, SOI, who (among
> EC
> > >>>>>>> folks) has not
> > >>>>>>> > >    evaluated yet and an "evaluation" link to the form where
> we
> > >>>>>>> (EC folks) put
> > >>>>>>> > >    our evaluation of the members.
> > >>>>>>> > >    3. A new system to track RFIs, so that we could see both
> the
> > >>>>>>> RFI and
> > >>>>>>> > >    eventually the answer of that person in the evaluation
> form
> > >>>>>>> (but not
> > >>>>>>> > >    directly on the main front end page with pending members,
> to
> > >>>>>>> keep that one
> > >>>>>>> > >    as clean as possible). This new system would dispense
> Maryam
> > >>>>>>> of
> > >>>>>>> > >    copy-pasting everything manually
> > >>>>>>> > >    4. Resolving a display issue when a voter's list is pulled
> > >>>>>>> out through
> > >>>>>>> > >    the backend. This is entirely a backend thing, but I
> > >>>>>>> understand that it is
> > >>>>>>> > >    quite inconvenient when holding the elections.
> > >>>>>>> > >    5. Ensuring that the current existing "relations" (a CIVI
> > >>>>>>> term)
> > >>>>>>> > >    between "individual" and "organisation" contacts reflects
> the
> > >>>>>>> reality of
> > >>>>>>> > >    how NCSG/NCUC/NPOC are actually structured (and how
> certain
> > >>>>>>> individuals may
> > >>>>>>> > >    have several hats, etc.). This is especially important in
> the
> > >>>>>>> context of
> > >>>>>>> > >    elections.
> > >>>>>>> > >
> > >>>>>>> > > Let me know if you have suggestions, comments, edits, or
> another
> > >>>>>>> vision of
> > >>>>>>> > > our priorities and if you would be interested in joining the
> > >>>>>>> call (who
> > >>>>>>> > > knows ;))
> > >>>>>>> > >
> > >>>>>>> > > Maryam, I will probably need your assistance when we get to 4
> > >>>>>>> and 5, so
> > >>>>>>> > > that I understand correctly the problem and the desired
> > >>>>>>> solution; I will be
> > >>>>>>> > > in touch with you when the time comes.
> > >>>>>>> > >
> > >>>>>>> > > Have a nice week!
> > >>>>>>> > >
> > >>>>>>> > > Raphael
> > >>>>>>> _______________________________________________
> > >>>>>>> Techteam mailing list
> > >>>>>>> Techteam at lists.ncsg.is
> > >>>>>>> https://lists.ncsg.is/mailman/listinfo/techteam
> > >>>>>>>
> > >>>>>>
>
> --
> Tapani Tarvainen
>
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