Collaborative proposals

Carol Romero 22/01/2021 11:37

Is your feature request related to a problem? A clear and concise description of what the problem is.

The collaborative drafts feature is currently underused, as it has several usability issues. To begin with, there are 2 different wizards, one for creating a collaborative draft and one for (individual) proposals. This also presents maintainability problems at the code level (the draft wizard is totally outdated).

The purpose of collaborative drafts is to co-create proposals, but there is no reason why they should be separate from the rest of the proposals.

Describe the solution you'd like

As a participant, I want to be able to...

- [ ] ... have a single proposal creation wizard, with a checkbox at the last step where I can flag whether I leave the proposal open for collaboration.

- [ ] ... navigate both individual and collaborative proposals through the same index.

- [ ] ... filter by the proposals that are open to collaboration.

- [ ] ... request access to participate in a collaborative proposal.

- [ ] ... get a notification/mail saying wether my access request has been accepted and/or rejected.

- [ ] ... view all changes that have been made to a colaborative proposal through version control.

- [ ] ... view a homogeneous interface for the common elements of individual and collaborative proposals.

As an author of a collaborative proposal, I want to...

- [ ] ... get a notification/mail when another participant requests access to the proposal

- [ ] ... be the only one who can accept and/or reject new contributors to the proposal

- [ ] ... be the only one who can withdraw the proposal

Describe alternatives you've considered

Keep the two workflows separate, updating the outdated wizard.

Mockups

1) New wizard

https://i.imgur.com/oncsOHM.png

2) Index of proposals

https://i.imgur.com/kAA8R4p.png

3) View as the author of an individual proposal

https://i.imgur.com/H74ZIiH.png

4) View as the author of a collaborative proposal

https://i.imgur.com/tGYIZfp.png

5) View as the contributor of a collaborative proposal (request access)

https://i.imgur.com/KAFBGCw.png

Does this issue could impact on users private data?

Additional context

Note: as one of the people who originally participated in the design of this feature, the hypothesis was to have a space for co-creation of proposals, without time limitations to edit them and facilitate collaboration among participants. This actually presents time synchronization problems with the "individual" proposals (while individual proposals cannot usually be edited after 5', collaborative proposals have no time limit).

After 3 years probably it makes more sense to hypothesize that during the proposal creation phase there should be no time limit for editing proposals, whether they are individual or collaborative. This could be solved by modifying the current setting, and simply allow the editing or not of proposals in a phase.

This raises some issues, for example, should the collection of endorsements and/or supports be allowed while proposals are open for editing? In my opinion clearly not. But limiting this by code is very tricky because of legacy. Instead, a warning should be displayed explaining the risk of simultaneously editing proposals and collecting support/endorsements.

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{"body":{"en":"<p><strong>Is your feature request related to a problem? A clear and concise description of what the problem is.</strong></p><p>The collaborative drafts feature is currently underused, as it has several usability issues. To begin with, there are 2 different wizards, one for creating a collaborative draft and one for (individual) proposals. This also presents maintainability problems at the code level (the draft wizard is totally outdated).</p><p>The purpose of collaborative drafts is to co-create proposals, but there is no reason why they should be separate from the rest of the proposals.</p><p><strong>Describe the solution you'd like</strong></p><p>As a participant, I want to be able to...</p><p>- [ ] ... have a single proposal creation wizard, with a checkbox at the last step where I can flag whether I leave the proposal open for collaboration.</p><p>- [ ] ... navigate both individual and collaborative proposals through the same index.</p><p>- [ ] ... filter by the proposals that are open to collaboration.</p><p>- [ ] ... request access to participate in a collaborative proposal.</p><p>- [ ] ... get a notification/mail saying wether my access request has been accepted and/or rejected.</p><p>- [ ] ... view all changes that have been made to a colaborative proposal through version control.</p><p>- [ ] ... view a homogeneous interface for the common elements of individual and collaborative proposals.</p><p>As an author of a collaborative proposal, I want to...</p><p>- [ ] ... get a notification/mail when another participant requests access to the proposal</p><p>- [ ] ... be the only one who can accept and/or reject new contributors to the proposal</p><p>- [ ] ... be the only one who can withdraw the proposal</p><p><strong>Describe alternatives you've considered</strong></p><p>Keep the two workflows separate, updating the outdated wizard.</p><p><strong>Mockups</strong></p><p>1) New wizard</p><p><a href=\"https://i.imgur.com/oncsOHM.png\" target=\"_blank\">https://i.imgur.com/oncsOHM.png</a></p><p>2) Index of proposals</p><p><a href=\"https://i.imgur.com/kAA8R4p.png\" target=\"_blank\">https://i.imgur.com/kAA8R4p.png</a></p><p>3) View as the author of an individual proposal</p><p><a href=\"https://i.imgur.com/H74ZIiH.png\" target=\"_blank\">https://i.imgur.com/H74ZIiH.png</a></p><p>4) View as the author of a collaborative proposal</p><p><a href=\"https://i.imgur.com/tGYIZfp.png\" target=\"_blank\">https://i.imgur.com/tGYIZfp.png</a></p><p>5) View as the contributor of a collaborative proposal (request access)</p><p><a href=\"https://i.imgur.com/KAFBGCw.png\" target=\"_blank\">https://i.imgur.com/KAFBGCw.png</a></p><p><strong>Does this issue could impact on users private data?</strong></p><p>No</p><p><strong>Additional context</strong></p><p>Note: as one of the people who originally participated in the design of this feature, the hypothesis was <strong>to have a space for co-creation of proposals</strong>, without time limitations to edit them and facilitate collaboration among participants. This actually presents time synchronization problems with the \"individual\" proposals (while individual proposals cannot usually be edited after 5', collaborative proposals have no time limit).</p><p>After 3 years probably it makes more sense to hypothesize that during the proposal creation phase there should be no time limit for editing proposals, whether they are individual or collaborative. This could be solved by modifying the current setting, and simply allow the editing or not of proposals in a phase.</p><p>This raises some issues, for example, <strong>should the collection of endorsements and/or supports be allowed while proposals are open for editing?</strong> In my opinion clearly not. But limiting this by code is very tricky because of legacy. Instead, a warning should be displayed explaining the risk of simultaneously editing proposals and collecting support/endorsements.</p><p><strong>Funded by</strong></p><p>No funding yet</p>"},"title":{"en":"Collaborative proposals"}}

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AH 31/01/2021 14:29

[ ] ... have a single proposal creation wizard, with a checkbox at the last step where I can flag whether I leave the proposal open for collaboration.
[ ] ... filter by the proposals that are open to collaboration.

Regarding these points, I would rather like the collaboration options to be open by default without having an extra checkbox in the wizard. How about if the participant doesn't want to allow collaboration, they could disable it after publishing the proposal (on/off switch on the proposal page)?

[ ] ... request access to participate in a collaborative proposal.
For this, in real world use cases we have had two extra requirements for this:
For the current authors of the proposal, it was requested from us to add the ability to provide access directly to some participants. This happens through a similar popup that is used when you start a new conversation (search user => provide access => confirm view which lists the users and describes what you are about to do)
For admin users, it was requested from us to add the ability for admins to provide access to edit for any proposal for any user. This happened because the cities arrange collaborative events where these proposals could be worked on. And some of the original authors were not able to participate in these events.

should the collection of endorsements and/or supports be allowed while proposals are open for editing? In my opinion clearly not.
As I mentioned above for this point, this is very location specific how serious the trust issues are with this. I wouldn't see it becoming a problem around the Nordic countries that someone endorses a proposal that could be edited later on. I do understand that in some places of the world it could be problematic.

AH 31/01/2021 14:31

The comment formatting was messed up above. The last part is not a quote, the bullets 2 and 3 are comments for bullet 1.

The last part is a comment for the collection of endorsements/supports.

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