cobudget-old / cobudget

top level repo for cobudget apps

Cobudget

A collaborative funding tool for crowds with purpose. See how it works!

The backend (api) and the frontend has been merged into this repository in March 2018, to create a single repository with both components.

Hosting repo - GitHub Pages

Contribute to our reading list!

Contributing

A local development environment can be created by running:

docker-compose up -d && docker-compose run cobudget-api rake db:migrate

Then open http://localhost:9000/

Testing

cp docker-compose.test.yml docker-compose.override.yml &&
docker-compose down &&
docker-compose build > /dev/null &&
docker-compose run cobudget-api ;
rm -f docker-compose.override.yml

cp docker-compose.test.yml docker-compose.override.yml &&
docker-compose run cobudget-api ;
rm -f docker-compose.override.yml

Licensing

The materials in this repo are licensed under Creative Commons 1.0 Universal while the component apps are licensed separately under the Affero GPL.

Previous repositories

The old repos still exist but should no longer be used.

Old ui repo - Angular/Node front-end

Old api repo - Rails back-end

cobudget's Issues

As an Allocator I can see how much a specific other person has allocated to each bucket, so that I can quickly see what they care about.

There might might be a way to follow their budgeting quickly in the future

trello board and mockups in readme are outdated

Code admin stories

Tasks to make the codbase nicer

As an Admin, I can see a list of unapproved buckets so that I can click approve on them to get them live in the round

As the Scrum Master, I want to have an alternative to Trello that supports all of the Agile Scrum concepts

We have been discussing what is possible and also looking at the limitations of Trello for doing distributed Agile Scrum development. Let's set up a test tool and discuss an alternative to Trello.

As an Allocator, I want to see an overview of the budget information so that I can quickly orient my decision making. (Trello: User views budget info)

I want to see a summary of bucket information (names, people involved, target, type, timeline etc

Checklist

• total amount available for allocation
• total allocations for the group
• my total allocation

As an Admin, I want to give a user access to a budget (may not have an allocation)

Effectively this allows user to have read access to a budget

As an admin I want to prevent people from moving money in between official budgeting rounds so we can minimize the amount of admin work Alanna has to do.

Checklist

• button to toggle locked status of a budget
• when it is locked money can't be moved but buckets can still be added
• Something on the page clearly indicates to all viewers (participants or not) that the budget is locked, and this can optional * include a lock message which can be set by the administrator when locking the budget.
• When a budget is locked or unlocked, this change is pushed to all viewers.

Get funding!

Get cobudget funded - full time team

We need to consider who might be interested and what the benefits of CoBudget are as well as how we communicate those benefits. We also need to compile potential sources of funding and approach them systematically to achieve our funding goals.

Allocator sees summary of bucket info - 23-bucket-summary As an Allocator, I want to see a summary of bucket information (names, people involved, target, type, timeline etc) so that I can get information before choosing the projects I will support.

As an allocator I can see all other participators in a given budget, and how much they have to allocate

Allocator can see how much money they have relative to other allocators.

As an allocator, I want to see everyone who is allocating and how much they have, so I can get a feel for who is involved and how much influence they have.

As an Allocator, I want to know what the group cares about, so I can align myself with their allocation patterns or spread the funding to balance things out

i.e. number of people who have funded a bucket

User gets an email notification when they are invited to a group.

As an Allocator, I can see exactly where the pre-allocations have gone, so that...

Admin makes another member of a group an admin.

Design related to members page design

Allocator sees bucket funds - 5-view-buckets As an allocator, I want to see how much funding each bucket has received, so that I can get a sense of the budget progress so far.

Contributor is directed towards the bucket descriptions and how to contribute.

API refactor

Admin allows users to propose buckets in rounds.

Currently, the admin still needs to input all the buckets from a Loomio thread.

Admin should be able to allow users to submit buckets

-While creating a round
-While editing a round

(checkbox - "Allow members of {{group.name}} to propose buckets")

This will probly require another calendar picker that lets the admin choose when the the round will open for proposals (ie pending).

Bucket approval process should be another ticket which includes design etc.

As a user, I want to know who made the most $ this month. So that I can allocate my $ to the project they have put their money into. (Game - Follow the Leader)

As a user, I want to know who made the most $ this month. So that I can allocate my $ to the project they have put their money into.

You're interested in who made the most $ this month. Find them. Allocate your $ to the project Craig has put most of his money in.

Admin invites members to group by email from contributors page.

This ticket includes a simple design of the members page, as well as a post to the api, and implementation on the ui.

Requirements:

• emails user invite

Contribution buttons / allocation boxes should be easy to use.

Currently the contribution process (click into a number box and push up / down or type a number ) is a bit janky.

This process should be made more intuitive.

As an admin I want to close a bucket so that I can remove it from the round and either disburse the funds or return them to to the users.

Checklist

• buckets which haven't reached the minimum amount return funds to users
• buckets which have received more than the minimum amount remove those funds from the system

User gets an email notification when admin gives or changes an allocation.

Needs design of the email notifications.

As an Admin, I can maintain shared allocations, so that...

Checklist

• create a new shared allocation on the assign users allocations screen
• give multiple users access to a shared allocation
• delete shared allocations

Allocator can see how much they've allocated for each bucket

How much I've allocated and to what buckets
How much monies I have left

Contributor can clearly see which bucket they are selecting or have selected

Bucket list items should indent when selected - to meet the previously made designs. This fell through the cracks in a previous iteration.

As an Admin, I want to sync users, so that...

As an admin I want to keep the budget users list in sync with the circles database so I can give allocations to new people and get old people out of the system.

if a user is deleted from circles app but has allocations or money in an open bucket. those funds are spread amongst the rest of the other users in the budget

Contributor can always see their totals during contribution process.

We've gotten lots of feedback that the app annoyingly makes people scroll back and forth to see how much monies they have left to allocate.

We can fix this by scrollfixing a tinier version of the round summary that currently exists to the top of the page when scrolling.

Tiny round summary needs design.

User can login

As a user I want to login to access tasty goodness of cobudget

As an Admin, I want to send messages to all users, so that...

As an Admin I want to send an email to all users that a round has begun (both with and without allocations). For those who have allocations I also want to include how much money they have to allocate and when the round closes.

As an Admin I want to send an email to all users who have not used their allocations so that they know the round will soon be closing and they need to take action.

Checklist

• moustache template with message for people who have an allocation
• can target subsets of users (e.g. has zero balance, has non-zero balance)

Comms to be covered

• email everyone that a round is open, whether they have allocations or not - if you have an allocation you see details of what that allocation is
• reminder to everyone who hasn't allocated that round will be closing in x days
• notification that the round is closed and what the results were
• Hey everyone, get your buckets in
• Reminder to everyone who sponsored a bucket that they now have money!
• Reminder to everyone who is involved in a bucket project that their team now has a bucket with money

Allocator can add funds to a bucket

Allocator can see other users' allocations across buckets

As an Allocator, I can see information about other allocators if they click- teams, previously funded buckets, etc, so that...

User gets confirmation that their contribution has been saved.

Currently the app goes all green to indicate that the user has completed their allocation. We've gotten tons of user feedback indicating that people want a much more satisfying confirmation.

Contributor should get some type of summary of their contributions, and a message reassuring them that their contributions have been saved.

Jon / Derek - Interface Iteration / Fixes

As an Admin, I can click a 'partial disbursement' button so that I can reduce the bucket target (and min/max) by the amount in the bucket and turn the amount funded to zero

e.g. for loan repayments

User changes their email and/or password

User needs to be able to change their password and email.

This likely lives on the user's settings page.

As an Admin, I want to view a budget summary so that...

% participation, % allocated

As an Allocator, I can control multiple shared allocations, so that...

As a user I want to allocate funds on a project account so that we can have allocations shared between users.

Checklist

• user can switch between allocations in one budget

As an Admin, I want to link a user to a to circle so that...

As an admin I want to enter a circle url into a budget when I create it so that I can give people access to a budget and automatically create accounts to give allocations to.

Admin pastes Circle URL into form -> creates new budget with circle
Depends on a functioning circle app

Depends on functioning circle app

Checklist

• Admin pastes Circle URL into form -> creates new budget with circle

As an Admin, I want to grant an allocation to a user in the system

As an Admin, I want to mark a user as permanently inactive, so that the user never receives money from swept accounts

Cobudget API works with UI!

As an Admin I want to create a user account in the system

Miscellaneous admin stories

As an Admin, I want to transfer money from inactive users to active ones so that money gets allocated rapidly.

• all accounts with a non-zero balance are marked as inactive
• all accounts with a zero balance are marked as active
• all inactive accounts are zeroed
• and funds evenly distributed amongst active accounts

User only sees groups that they are members of.

Admin can upload a group picture.

Currently the group photo is just Enspiral by default.