Feature/dref import template improvements #1434

tnagorra · 2024-10-25T10:33:00Z

Addresses:

Add/Update guidance and implement visual changes in the DREF Import template #1431
DREF import template: Update the error popup to include an email link to the DREF team #1444

Issues

The data validation is not working on Google Sheets.

Changes

Add "hiddenLabel" for list types to hide labels
Update labels and descriptions on the template export
- Includes description for dynamic content
Update styling of the export
- Headers and description
Add support for rich text on label and description
Hide options sheet
Rename 'headingType' to 'rowType'
Append 4 new lines on text area to set initial height but also expand
on content
Update the layout of the first sheet.
Update the error message when importing fails.

Template Documents

Template shared by IFRC: 20241022_DREF.import_v2_KJM.xlsx
~~Generated template: DREF_Application_Response_import_template_25_10_2024,_16_08_46.xlsx~~
~~Generated template: DREF_Application_Response_import_template_28_10_2024,_15_09_23.xlsx~~
~~Generated template: DREF_Application_Response_import_template_29_10_2024,_16_42_36.xlsx~~
Generated template: DREF_Application_Response_import_template_30_10_2024,_16_45_09.xlsx

This PR doesn't introduce:

Questions

Operation Overview

Do we delete the "Essential Information" header?

Event Detail

We cannot group the cells so the description will be repeated for
- Did it affect the same population groups?
- Did the National Society respond?
- Did the National Society request funding from DREF for that event(s)?
- If yes, please specify which operations
Do we delete the "If you have answered yes to all questions above, justify why the use of DREF for a recurrent event, or how this event should not be considered recurrent" field?
Do we rename the label "Date of the Event / Date when the trigger was met" to "Date of the Event"?
The description for "Date of the Event" might not be the best choice. "DD/MM/YYYY" can be confusing with "MM/DD/YYYY"
We have added bold style to "Comparative Analysis". Is that correct?
Description has been removed from "Source Information" header. Is that correct?
The description on "Source Information" "Link" will be visible on all repetations. Is that correct?
The description of "Source Information" "Title" and "Link" cannot be grouped.
Header of "Source Information" items is "Red" instead of "Blue"

Actions Needs

The description for "If yes, start date of National Society actions" might not be the best choice. "DD/MM/YYYY" can be confusing with "MM/DD/YYYY"
"National Society Actions" has been hidden to make it consistent with "Planned Interventions" section. Is that correct?
Description has been removed from "National Society Actions" header. Is that correct?
We do not have support for adding variable value on "National Society Actions" items "Description"
Do we need to left align the label for "National Society Actions" items "Description"
Do we rename the label "ICRC" to "Descrption"?
Do we delete the "List coordination mechanisms/platform in place at local/district and national level. Indicate the lead authorities/agencies. How the National Society is involved/positioned in this coordination. Does the NS in any lead/co-lead role? Any identified gap/overlap in the coordination (e.g., sector missing…)?" field?
We do not have support for adding variable value on "Needs Identified" items "Description"
Do we need to left align the label for "Needs Identified" items "Description"

Operations

Do we need to left align the label for "Targeted Population: Women"
Do we need to left align the label for "Targeted Population: Men"
Do we need to left align the label for "Targeted Population: Girls (under 18)"
Do we need to left align the label for "Targeted Population: Boys (under 18)"
Do we need to left align the label for "Targeted Population: Total"
Do we need to left align the label for "Estimated Percentage: People with Disability"
Do we need to left align the label for "Estimated Percentage: Urban"
Do we need to left align the label for "Estimated Percentage: Rural"
Do we need to left align the label for "Estimated number of People on the move (if any)"
Do we need to left align the label for "Risk and security considerations" item's "Risk"
Do we need to left align the label for "Risk and security considerations" item's "Mitigation actions"
Do we need to left align the label for "Requested Amount in CHF"
The description will be repeated for "Planned Interventions" item's "Budget"
The description will be repeated for "Planned Interventions" item's "Person Targeted"
Do we need to left align the label for "Planned Interventions" item's "Budget"
Do we need to left align the label for "Planned Interventions" item's "Person Targeted"
Do we need to left align the label for "Planned Interventions" item's "List of Activities"
The description will be repeated for "Indicators" item's "Title"
The description will be repeated for "Indicators" item's "Target"
Do we need to left align the label for "Indicators" item's "Title"
Do we need to left align the label for "Indicators" item's "Target"

Timeframe and Contacts

The description for "Date of the Event" might not be the best choice. "DD/MM/YYYY" can be confusing with "MM/DD/YYYY"

changeset-bot · 2024-10-25T10:33:04Z

🦋 Changeset detected

Latest commit: 20dfeb3

The changes in this PR will be included in the next version bump.

This PR includes changesets to release 1 package

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go-web-app	Patch

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marcovvu1 · 2024-10-30T09:44:41Z

ANSWERS @udaynwa @anamariaescobar @tovari

Questions

Operation Overview

Do we delete the "Essential Information" header? - YES THAT IS CORRECT

Event Detail

We cannot group the cells so the description will be repeated for - THAT IS FINE
- Did it affect the same population groups?
- Did the National Society respond?
- Did the National Society request funding from DREF for that event(s)?
- If yes, please specify which operations
Do we delete the "If you have answered yes to all questions above, justify why the use of DREF for a recurrent event, or how this event should not be considered recurrent" field? - NO, SHOULD REMIND.
Do we rename the label "Date of the Event / Date when the trigger was met" to "Date of the Event"? - NO, TO KEEP AS "Date of the Event / Date when the trigger was met"
The description for "Date of the Event" might not be the best choice. "DD/MM/YYYY" can be confusing with "MM/DD/YYYY" - IFRC DESING GUIDELINES REQUIRE US TO KEEP DATES AS DD/MM/YYYY FOR ALL DOCUMENTS
We have added bold style to "Comparative Analysis". Is that correct? - YES
Description has been removed from "Source Information" header. Is that correct? YES
The description on "Source Information" "Link" will be visible on all repetations. Is that correct? YES BETTER TO SHOW IN ALL
The description of "Source Information" "Title" and "Link" cannot be grouped. - LETS KEEP IT FOR THE "Link" FIELD ONLY
Header of "Source Information" items is "Red" instead of "Blue" - LETS KEEP IT BLUE

Actions Needs

The description for "If yes, start date of National Society actions" might not be the best choice. "DD/MM/YYYY" can be confusing with "MM/DD/YYYY" - SEE ABOVE, LETS KEEP IT AS SUCH
"National Society Actions" has been hidden to make it consistent with "Planned Interventions" section. Is that correct? - CORRECT
Description has been removed from "National Society Actions" header. Is that correct? - CORRECT
We do not have support for adding variable value on "National Society Actions" items "Description" - DO NOT UNDERSTAND THIS ONE
Do we need to left align the label for "National Society Actions" items "Description" - LEAVE AS IN VERSION SHARED BY YOU
Do we rename the label "ICRC" to "Descrption"? -YES, LEAVING THE HEADING "ICRC Actions Related to the Current Event"
Do we delete the "List coordination mechanisms/platform in place at local/district and national level. Indicate the lead authorities/agencies. How the National Society is involved/positioned in this coordination. Does the NS in any lead/co-lead role? Any identified gap/overlap in the coordination (e.g., sector missing…)?" field? - YES, repeats with the above "Are there any Major Coordination Mechanism in place?" THIS IS ACTUALLY GUIDANCE FOR THAT FIELD, AND NOT A FIELD IN ITSELF
We do not have support for adding variable value on "Needs Identified" items "Description" - DO NOT UNDERSTAND
Do we need to left align the label for "Needs Identified" items "Description" - NO, LEAVE AS CURRENT

Operations

Do we need to left align the label for "Targeted Population: Women" NO, LEAVE AS CURRENT FOR ALL
Do we need to left align the label for "Targeted Population: Men"
Do we need to left align the label for "Targeted Population: Girls (under 18)"
Do we need to left align the label for "Targeted Population: Boys (under 18)"
Do we need to left align the label for "Targeted Population: Total"
Do we need to left align the label for "Estimated Percentage: People with Disability"
Do we need to left align the label for "Estimated Percentage: Urban"
Do we need to left align the label for "Estimated Percentage: Rural"
Do we need to left align the label for "Estimated number of People on the move (if any)"
Do we need to left align the label for "Risk and security considerations" item's "Risk"
Do we need to left align the label for "Risk and security considerations" item's "Mitigation actions"
Do we need to left align the label for "Requested Amount in CHF"
The description will be repeated for "Planned Interventions" item's "Budget"
The description will be repeated for "Planned Interventions" item's "Person Targeted"
Do we need to left align the label for "Planned Interventions" item's "Budget"
Do we need to left align the label for "Planned Interventions" item's "Person Targeted"
Do we need to left align the label for "Planned Interventions" item's "List of Activities"
The description will be repeated for "Indicators" item's "Title"
The description will be repeated for "Indicators" item's "Target"
Do we need to left align the label for "Indicators" item's "Title"
Do we need to left align the label for "Indicators" item's "Target"

Timeframe and Contacts

The description for "Date of the Event" might not be the best choice. "DD/MM/YYYY" can be confusing with "MM/DD/YYYY" - LEAVE DD/MM/YYYY

- Update styling of the export - Headers and description - Add support for rich text on label and description - Hide options sheet - Rename 'headingType' to 'rowType' - Append 4 new lines on text area to set initial height but also expand on content

- Add description mapping for ns actions and needs identified - Hide operational timeframes heading - Hide indicators heading

- Move generateTemplate to utils - Make optionsMap and context optional for parseRichText

- Removed obsolete comments - Add descriptions for risk and mitigation section

udaynwa · 2024-11-06T08:51:38Z

Thank you for the answers, @marcovvu1 . They were implemented and pushed to Staging in the go-web-app v7.6.2 Staging deployment yesterday.

However, we would like to note a few points:

Missing / to be implemented

Description/guideline missing for Operations > Requested Amount in CHF. Description to be added: General funding requested to fund the interventions.
DREF Import Template> Estimated number of people on the move should be Number in the description instead of Percentage

(We will implement and push these 2 in the next Prod release)

Questions

In the Event Details tab, the following radio button question should appear only if the previous question was answered with "Yes." Each radio button question should have a unique description that directly references the preceding question, rather than repeating the same description across all radio button options.
For example, the descriptions could be as follows:
Indicate only if there was a similar event affecting the same area in the last 3 years. Otherwise, leave the box empty.
Indicate only if it affected the same population groups. Otherwise, leave the box empty.
Indicate only if the national society responded. Otherwise, leave the box empty.
Indicate only if the national society requested funding from DREF for that event. Otherwise, leave the box empty.
In the Actions/Needs tab, when clicked on ‘Yes’ for the ‘Are there major coordination mechanisms in place?’, the DREF form displays a description box which is missing on the DREF import template.

cc @tnagorra @shraeyaa

udaynwa · 2024-11-06T12:34:00Z

Update

@marcovvu1 , the Missing / to-be-implemented ones have been implemented and pushed to Staging with go-web-app v7.6.3 just now.

cc @tnagorra

marcovvu1 · 2024-11-06T12:38:33Z

Thanks @udaynwa, on your two questions.

Agree with the proposed guidance for the questions that cascade

On the second point, yes indeed, that long text field should be available in the import template.

Cc @tovari @anamariaescobar

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udaynwa mentioned this pull request Oct 30, 2024

Add/Update guidance and implement visual changes in the DREF Import template #1431

Open

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frozenhelium approved these changes Nov 5, 2024

View reviewed changes

tnagorra added 8 commits November 5, 2024 19:34

Add "hiddenLabel" for list types to hide labels

22cb06d

Add support for <ins> to inject dynamic content

35f3d2c

- Add description mapping for ns actions and needs identified - Hide operational timeframes heading - Hide indicators heading

Fix centering issue for text area

4ea6d2c

Update the layout of the first sheet

983a461

- Move generateTemplate to utils - Make optionsMap and context optional for parseRichText

Refactor html parsing and template import logic

875c29f

Add fixes mentioned by marco

09168d1

- Removed obsolete comments - Add descriptions for risk and mitigation section

Update message when dref import fails

20dfeb3

frozenhelium force-pushed the feature/dref-import-template-improvements branch from d55f2da to 20dfeb3 Compare November 5, 2024 13:59

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frozenhelium merged commit b6f2414 into develop Nov 5, 2024
9 checks passed

frozenhelium deleted the feature/dref-import-template-improvements branch November 5, 2024 14:03

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Feature/dref import template improvements #1434

Feature/dref import template improvements #1434

tnagorra commented Oct 25, 2024 •

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marcovvu1 commented Oct 30, 2024 •

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udaynwa commented Nov 6, 2024

udaynwa commented Nov 6, 2024

marcovvu1 commented Nov 6, 2024

Feature/dref import template improvements #1434

Feature/dref import template improvements #1434

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tnagorra commented Oct 25, 2024 • edited Loading

Addresses:

Issues

Changes

Template Documents

This PR doesn't introduce:

Questions

Operation Overview

Event Detail

Actions Needs

Operations

Timeframe and Contacts

changeset-bot bot commented Oct 25, 2024 • edited Loading

🦋 Changeset detected

marcovvu1 commented Oct 30, 2024 • edited Loading

Questions

Operation Overview

Event Detail

Actions Needs

Operations

Timeframe and Contacts

udaynwa commented Nov 6, 2024

Missing / to be implemented

Questions

udaynwa commented Nov 6, 2024

marcovvu1 commented Nov 6, 2024

tnagorra commented Oct 25, 2024 •

edited

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changeset-bot bot commented Oct 25, 2024 •

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marcovvu1 commented Oct 30, 2024 •

edited

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