Add activation/campaign level summary page for managers
jarmokivekas opened this issue · 9 comments
Keeping track of all the TM project during an activation can be cumbersome and time-consuming. Especially in larger activations that last a long duration. Particularly during the COVID activation it has been apparent, with hundreds of TM projects.
I'd like to open this issue as a feature request to discuss a TM feature for project managers to view the status the all projects within a campaign in a single page. This has come up now and the in slack and voice calls, but those conversation tend to be lost so would be great to have it here on GitHub.
Here is a example of the kind of interface I'm referring to, implemented as a jupyter notebook. It collates data from the TM project search API to automatically create an overview of the current status of the COVID-19 activation:
https://colab.research.google.com/drive/14W4eHvxjx868lJaG2e_ghiQYJAf5WgBh?usp=sharing
I made notes a while ago in the form of a requirements document (don't be surprised if my writing style seems overly formal) of what I imagine I'd like to use myself:
https://docs.google.com/document/d/1DjoQlnBt_MZlksayhx2CzDxIe5x-3uu1cx344v66BxI/edit#
Toughts?
Noting here that PR #3701 is the first step to creating a project agnostic project summary tool using Jupyter notebooks based on a reporting system prototype that came from the COVID-19 activation.
Some notes from reporting telecon on 2020-10-08:
- keep a version which works without elevated auth
- For Jupyter notebook based solutions, keep at least one basic reporting notebook that only uses public API endpoints. For many activations, those data are enough, and it is unnecessary to complicate with auth tokens.
- static (long-lasting) auth token for elevated endpoints (user login tokens may expire, and the notebook stops working)
There are valid use cases for both strict and loose project discovery criteria:
- more unambiguous search criteria for activation search
- use TM4 Campaigns for as the search criteria to reduce irrelevant projects in the summary report
- Project creators within an activation need to have the discipline to link projects to activations, or they will remain undiscovered by the reporting tool
- General search (text-based keyword search)
- allows the discovery of project that are not properly linked to and activation using campaigns
- COVID-19 activation has several hundred projects: general search allows the discovery of projects that have not been linked to the activation properly.
Documentation:
- running locally from cloned github repo (generally how to use jupyter notebooks)
- running in google Colab. Using colab allows making results available to other team members, so everybody doesn't need to install a Jupyter Notebook environment.
- generating static documents using
jupyter nbconvert xxx.ipynb --to html --no-input --no-prompt --execute
I will also leave this snippet of documentation here:
Those notes may be of interest for someone who wants to do report automation withing google sheets using the built-in scripting functionality within sheets. Essentially it documents how to call the tasking manager API from google sheets using custom cell commands. This approach is completely separate from any Jupyter notebooks such as #3701
Related to #583
To leave a paper trail of activity, I'll mention that I've spent an afternoon implementing a prototype of the user interface I originally suggested in the issue. It's a simple single-page javascript application hosted on github-pages:
It's not very feature rich but functional enough to be usable, and to give a rough idea of what the user interface would be like.
Absolutely love it! Thanks @jarmokivekas - would be incredible to have this integrated into Tasking Manager!
@petya-kangalova @Aadesh-Baral @HelNershingThapa - this is a possible new fix for an old enhancement request, flagging here in case you miss it, would be brilliant to discuss:
To leave a paper trail of activity, I'll mention that I've spent an afternoon implementing a prototype of the user interface I originally suggested in the issue. It's a simple single-page javascript application hosted on github-pages:
It's not very feature rich but functional enough to be usable, and to give a rough idea of what the user interface would be like.
@jarmokivekas - thanks for birnging this up again and love the functional prototype 👍 . We discussed this today in our collective meet up. There were additional inputs from @SColchester and Ralph on the usage.
We will soon prioritise this for our TM roadmap.
This is happening