Feature quote: Copy and merge scorecards

[emily-humphreys]

Hi Tom, I'm getting my head into the next round of features and want to get your thoughts / quote on the following features.

1. Copy a scorecard and rename it This would copy all the information in the scorecard including initiative details, mapping and organisations. The user would then rename it.

If possible this feature would enable users to: a. create a copy of the scorecard which does includes initiatives mapping data for reports on scorecard b. create a copy of the scorecard that does not include initiative update data.

2. Merge a scorecards This would enable you to bring more than one scorecards together and rename it. This would included all data associated with the scorecard (including updates).

No doubt this will spark a bunch of questions - so I'll stay posted

[ferrisoxide]

@emily-humphreys Will take a look this weekend and get back to you. Apologies for the delay.

[emily-humphreys]

No prob Tom!

On Thu, 28 Sep 2017 at 8:09 pm, Tom Tuddenham notifications@github.com wrote:

@emily-humphreys https://github.com/emily-humphreys Will take a look this weekend and get back to you. Apologies for the delay.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/ferrisoxide/wicked_software/issues/265#issuecomment-332797965, or mute the thread https://github.com/notifications/unsubscribe-auth/AMtcumcuLvl3vGMhdKL4JNv5QdnXtLlWks5sm3dsgaJpZM4PlWJ8 .

[ferrisoxide]

Hi @emily-humphreys

Feature 1: Copying scorecards.

1. Copy a scorecard and rename it This would copy all the information in the scorecard including initiative details, mapping and organisations. The user would then rename it. If possible this feature would enable users to: a. create a copy of the scorecard which does includes initiatives mapping data for reports on scorecard b. create a copy of the scorecard that does not include initiative update data.

Just for the purposes of estimating, let's call these (a) deep copy and (b) shallow copy. My only question is what you mean by "initiative update data" for shallow copies. I assume this is the checklist data, i.e. initiatives and organisations will be copied, but none of the checklist items in the initiatives will be checked on the shallow copied scorecard.

A deep copy is presumably a complete copy, i.e. it looks exactly the same as the original, other than having a different name.

Have a got this correct? If so, quote for this feature is $400 + GST

Feature 2: Merging scorecards

2. Merge a scorecards This would enable you to bring more than one scorecards together and rename it. This would included all data associated with the scorecard (including updates).

The only question here is what to do in the case that initiatives with the same name in different scorecards? Do you want them to be treated as separate initiatives. If so, each intiative will need to be renamed - e.g. suffix a number to each initiative with the same name - in order to preserve uniqueness. As an example:

Before Scorecard 1 Initiative: Community Engagement

Scorecard 2 Initiative: Community Engagement

After Scorecard 1 + 2 (merged scorecard) Initiative: Community Engagement (1) Initiative: Community Engagement (2)

If this is the preferred model, then the quote is $400 + GST. Let's call this Option 2A

If on the other hand you want to merge initiatives that have the same name, including the organisations associated with the initiatives, and the state of the checklist items, then the solution will be more complex to put together. For this model ( Option 2B ) the quote is $700 + GST.

In either case, I'm assuming you will want to be able to merge multiple scorecards at once (i.e. 2,3 4, etc scorecards at the same time).

[ferrisoxide]

@emily-humphreys

As per our discussion, adding copying of historical data for "deep" copying of scorecards will require some additional coding. Re-quoting for both features:

Feature 1: Copying scorecards.

Deep copy / complete copy, i.e. it looks exactly the same as the original, other than having a different name.

Includes all checklist data (state and comments) plus historical data up to the point of the copy.

$600 + GST

Feature 2: Merging scorecards

As discussed, option 2A.

$400 + GST

[emily-humphreys]

Great - looks good to me.

On Fri, 3 Nov 2017 at 5:44 pm, Tom Tuddenham notifications@github.com wrote:

@emily-humphreys https://github.com/emily-humphreys

As per our discussion, adding copying of historical data for "deep" copying of scorecards will require some additional coding. Re-quoting for both features: Feature 1: Copying scorecards.

Deep copy / complete copy, i.e. it looks exactly the same as the original, other than having a different name.

Includes all checklist data (state and comments) plus historical data up to the point of the copy

$600 + GST Feature 2: Merging scorecards

As discussed, option 2A.

$400 + GST

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/ferrisoxide/wicked_software/issues/265#issuecomment-341634755, or mute the thread https://github.com/notifications/unsubscribe-auth/AMtcugPTu1DDsOueakNCDlhv-1DYIpfhks5syr1BgaJpZM4PlWJ8 .

[emily-humphreys]

Looking great!

Feedback on copy scorecard dialogue box:

Shallow copy: Copy to include initiatives and organisations details - but exclude checklist history

Deep copy: Copy to include initiatives, organisations and initiative characteristics history

Re issues with 20 initiatives or more... will the solutions we discussed last night resolve this? As NRM have a starting 60 - so we'll need to give this some thought if not.

[emily-humphreys]

How are we going with this Tom? Do I need to review any further? Do we have the initiative limit still?

[ferrisoxide]

I've substantially re-written the back end and it's about 10+ times faster. I've just put it up and tested it against really large scorecards and it works without having to defer to an external worker.

I haven't fully tested it in production, so it's currently turned off for anyone other than system admins (i.e. you and Sharon).

[ferrisoxide]

Now up on production.

[emily-humphreys]

You are wonderful - will QA on Monday!

[ferrisoxide]

Closing. In production.