-
Notifications
You must be signed in to change notification settings - Fork 3
Past Sprint Summaries
Continuation of work on the Outbound Funds Module
Help us give you the thanks you deserve! Please ensure that all contributing members of the team are included!
- Team Leader(s): Shari Carlson, Stan Reeser
- GitHub Scribe(s): Shari Carlson, Allison Letts, Farah Charania
- List of all Contributors:
Nick Lindberg (University of Minnesota - Carlson School of Management)
Shari Carlson (North Peak)
Kimberly Schaefges (salesforce.com)
Farah Charania (Signiforce)
Rachel Tewelde (salesforce.com)
Alexa Adams (Philadelphia Community Bail Fund)
Irina Rodina (The Good Food Institute)
Emily Wilson (Data Geeks Lab)
Maida Rider (Jesuit Refugee Service - USA)
Stan Reeser (Independent Consultant)
Allison Letts (Attain (Partner Main))
Tom Neuburger (Smith College)
Emily Jakubiak (Cloud for Good)
David Bruce (Attain (Partner Main))
Kushi ()
Katie Powell (salesforce)
- Discuss requirements for a GAU-like object for non-NPSP orgs
- EDA - scholarships, for profit use cases
- some orgs would prefer to just Funding Program (idea?)
- same objects in multiple packages (e.g. Affiliations in EDA and NPSP)
- How OBM, PMM, NPSP interact/could work together (And maybe maybe how paid apps could play too)
- PMM group conversation tomorrow ?
- raise funds, give away - hows that org going to use those funds?
- Continue to explore EDA connections (bringing in the Financial Aid conversation from the last sprint)
- EDA might be more largely applicable than a few other topics
- we grant X, a full year later - this is where the fund came from - could the time gap be managed with OFM
- (maybe) if there is a developer - like Thom Behrens - work on the translation issue that was raised in the HUB
- There is an impact group at the sprint - so there may be some overlapping conversations with that team
- David - interest area - measurement of impact
- Reporting, maybe a reporting workbook of sorts
- Useful
- could be related to impact and other business cases
- adoption and usability
- Transition documentation
- at least in the HUB link on the side
- Day 1
- Discussed requirements and finalized the design of the object model for the GAU-like object for non-NPSP orgs
- Started a prototype for the GAU-like object for non-NPSP orgs
- Created initial reporting workbook and identified use cases: https://docs.google.com/document/d/1wkiVFQ_PK6ui4E3K8aBorNcQeP54viWZfYHq0-I-N6s/edit
- Day 2
- Finalized the object model for the GAU-like object for non-NPSP orgs: https://user-images.githubusercontent.com/45673708/94176033-1f5fb100-fe5d-11ea-9ca4-4fc87331f861.jpg
- Finalized the prototype for the GAU-like object for non-NPSP orgs
- Discussed requirements for connecting Funding Program to GAU/Fund
- Created initial data model to connect Funding Program to GAU/Fund along with recommendations on next steps: https://jamboard.google.com/d/1uxRI60RHHsm01IKQYhfic_6lIzbcleDKAwgboCPaTEo/viewer?f=0
- Completed 2 use cases and started 4 other use cases in the reporting workbook
https://github.com/SFDO-Community/OutboundFunds
Reviewed the following items on the issues list from (click on links to view discussion notes)
- GAU-like object for non-NPSP orgs - https://github.com/SFDO-Community-Sprints/OutboundFunds/issues/1
- Reporting Workbook - https://github.com/SFDO-Community-Sprints/OutboundFunds/issues/6
- Connect GAU/Fund to Funding Program - https://github.com/SFDO-Community-Sprints/OutboundFunds/issues/10
- Non-NPSP Package Rollups - https://github.com/SFDO-Community-Sprints/OutboundFunds/issues/9
- Automate the creation of GAU Expenditure / Fund Expenditure - https://github.com/SFDO-Community-Sprints/OutboundFunds/issues/8
We will continue to work on the issues and enhancements in our GitHub. Please reach out if you want to learn more or contribute.
Continuation of work on the Outbound Funds App
Help us give you the thanks you deserve! Please ensure that all contributing members of the team are included!
- Team Leader(s): Shari Carlson, Bill Corkill
- GitHub Scribe(s): Shari Carlson
- List of all Contributors:
Thom Behrens
Ashima Saigal
Deepa Bedi
Neil Harmon
Felice Carson
Katie Powell
EDU: Financial Aid group joined for day 2: Emma Hutchinson and Yina Chun
We spent the majority of the sprint discussiong and making decision on proposed Enhancements as well as conversations with other groups. Thom worked on Lightning Component enhancements and Katie worked on reviewing and updating documentation.
https://github.com/SFDO-Community/OutboundFunds
Reviewed the following items on the issues list from https://github.com/SFDO-Community/OutboundFunds (click on links to view discussion notes)
-
Disbursement Tab - https://github.com/SFDO-Community/OutboundFunds/issues/49
-
Milestone_Record_Page - https://github.com/SFDO-Community/OutboundFunds/issues/34
-
Add Next Requirement Date field on Funding Request - https://github.com/SFDO-Community/OutboundFunds/issues/41
-
Add Primary Field to Funding Request Role - https://github.com/SFDO-Community/OutboundFunds/issues/42
-
Link Funding Request Role to Disbursements and Requirements (closed) - https://github.com/SFDO-Community/OutboundFunds/issues/43
-
Custom Permission Sets - https://github.com/SFDO-Community/OutboundFunds/issues/23
-
Discussed how EDU: Financial Aid team could potentially utilize Outbound Fund data model
-
Updates were made to the documentation (including this issue: https://github.com/SFDO-Community/OutboundFunds/issues/35)
We will continue to work on the issues and enhancements in our GitHub. Please reach out if you want to learn more or contribute.
Continuation of work on the Outbound Funds App
Help us give you the thanks you deserve! Please ensure that all contributing members of the team are included!
- Team Leader(s): Shari Carlson Reily
- GitHub Scribe(s): Shari Carlson Reily
- List of all Contributors: Mark Adcock Libby Ziemelis Thom Behrens Stan Reeser
https://github.com/SFDO-Community/OutboundFunds
- Created Funding Request Role junction object (Issue #21: https://github.com/SFDO-Community/OutboundFunds/issues/21)
- Manage GAU Expenditures code started (Issue #36: https://github.com/SFDO-Community/OutboundFunds/issues/36)
- How to contribute guide
We will continue to work on the issues and enhancements in our GitHub. Please reach out if you want to learn more or contribute.
- Team Leader: Bill Corkil, Shari Reily
- List of Contributors: Libby Ziemelis, Sally Burns, Sean Cuevo, David Glick
- Create Installer in MetaPloy (David Glick)
- Update "Create Disbursements" lightning component to account for "remaining funds to be disbursed"
- Recorded 2 NPSP Videography scripts for Outbound Funds
- Onboarded group to CCI for branching, code review and merging.