Solicitation Config Files

Create a simple solicitation with hardcoded Science Categories and Hardware. The Proposal Process can be specified. The number of proposals it creates with 1 of 3 Science categories can be specified. The names and information on the proposal is randomly generated.

timestamp is in MST, not local? – sprint 43 seems to be local now

• As an Author:
  • Author Copy is viewable and modifiable when in Draft State and Submitted if the Solicitation is Open
  • Observatory Copy is generated when Proposal is Submitted
  • Author and Observatory Copies are both viewable if
    
    • the Solicitation is Open
    • the Proposal State is Submitted
  • Can edit Author Copy after a submit if solicitation open
    • Can resubmit if Solicitation is open and PPR
  • Cannot edit Observatory Copy ever
  • Cannot edit or view an Author Copy when proposal is In Review
  • Can view only Observatory Copy when Proposal State is In Review
  • A Proposal with a Proposal State of Submitted should not be able to be deleted.
• As TTA member:
  • Can edit Author Copy when the Proposal has any State (only up to In Review possible to test though).
    • Can Save and it persists. Should not affect Obs Copy if one exists.
    • Can Submit it only when call is open.

• • Can edit the Observatory Copy, if one exists but save applies to Author Copy only. There is no way to submit, so changes do not affect downstream (review phase) information.
  • Can withdraw a proposal in the Hidden State.
  • Withdrawn proposal still shows up in Review phase.
  • A Hidden proposal cannot be submitted, regardless of the Solicitation being open or not. It should be allowed to be submitted at anytime.

• navigating between author and observatory copy is not intuitive
• Information in Observatory Copy is not displaying correctly or ever in OS case

• Saving changes to author copy shows a warning on the list of proposals and allows resubmission  only after navigating away and then back again.  The button is not always available when it should be.
• Submitting a proposal works but the view of the proposal is missing afterwards and until a refresh is done.

• submission either goes to submitted or in review (DDT); Proposal State change to Completed is out of scope for v0.2
• Withdrawing a proposal works: the author can see the Observatory Copy but not edit either it or the author copy. Cannot even access the author copy. Tooltip shows the action is not available.

Back end supports printable view

Navigation to this functionality missing in UI

Print view is missing Observation Specifications (need to tackle larger DM issues maybe)

Print view is missing Science Justification (might be a trade off with other issues)

• changing a SC and back again reverts the icon
• There is an interface with which to vet Science Categories
• Can see the Title, Abstract, and Requested Science Category per proposal
• the Vetted SC = the Requested SC at first, but it can be changed.
• There is a place to record notes; they persist.
• The proposal can be opened for viewing
• There is a check box per proposal to indicate it has been vetted; there is a "vet all" button.
• Changes persist
• proposals can be assigned to panels
• Hidden proposals are not shown in Vetting; i.e., only those with Proposal States of In Review

• Drop down menu on available Science Categories should either be linked to Solicitations or the drop down menu on the available science categories on the vetting should be linked to the master list.

________________________

• can create new SRP panels
• can select from a pre-set list of SRP panels
• can assign SRP members/chair
• can assign proposals to SRP
• Automatic proposal to panel assignment based on Science Category
• Delete reviewers
• SRP members can only belong to one panel
• Assign multiple chairs

• feasibility groups

• Drop down menu on available Science Categories should either be linked to Solicitations or the drop down menu on the available science categories on the vetting should be linked to the master list.

• Finalize can occur when
  • all proposals are vetted
  • the Solicitation is Closed
• Finalizing should prevent future edits to configuration.
• Pop-up asking to confirm Finalization

• Must complete Conflicts before progressing to ISRs
• Cannot change Auto Conflict
• Default Conflict state is Unknown
• Reviewer must change to either Conflict or Available
• Can view Conflict State per ISR
• Can see Proposal ID, Abstract, and Title
• Bulk Action of Certification (cannot certify some and not others)
• A valid certifications is one without a state of unknown and with comments if conflicted.
• Certifying conflicts updates UI widgets that show "Certified" status
  • Individual Review list
  • Summary UI

• must complete conflicts like a reviewer

• Can update Conflict state and Certify (preferable that it is done after user certifies)
• Conflicted ISRs do not go to Consensus

• See list of proposals (after conflict certification)
• Review Type is displayed
  • Default is None; otherwise P,S,T
• Review State is displayed
  • default is Blank; otherwise Saved, Completed, Finalized, Closed
• Conflict State is displayed
  • Conflict/Available
• If not Conflicted, have an ISR in which to enter comments and a score and see the proposal
  • can Save (Review State → Saved) per ISR
    • validate if score not equal to 0; otherwise it cannot save
    • does not validate comments
  • can Complete (Review State → Completed) per ISR
  • can Finalize (bulk action) if any ISRs with Review not equal to None are not Closed or Finalized
• If Conflicted, only see title, abstract, proposal ID and cannot enter any information
• All comments and scores are saved (though not propagated to consensus; see later)
• Normalized Individual Scores are calculated on Finalize

• External Reviewer is someone who is on any one panel associated with the Solicitation in question
• An external reviewer can be assigned an external ISR for any proposal as long as the Panel associated with that proposal has not started Consensus
• External Reviewers do not have to declare conflicts on external ISRs. When assigned, the conflict state is automatically set to Available
• ER do not have access to the Consensus UI or any responsibility at Consensus for the panel associated with the external ISR.
• ER scores and comment are available in Consensus and corretly integrated

• External Reviewers can see the external ISR in their list of ISRs.
• ER can provide comments, scores, save, complete, and finalize their external ISRs
• An external reviewer can be assigned an ISR even if their host panel is in Consensus.

• When TTA member uses Finalize, as a bulk action for all ISRs for that reviewer
  • Review Types of Primary, Secondary, Tertiary but have Review State of Blank are set to Close
  • Review Type of None is ignored, regardless of Review State
  • Review Types of P,S,T that have Review States in (Saved, Completed) are transitioned to Finalized
• an change Review State to Closed
  • Auto changes Review Type to None
• If a TTA member Finalizes a SRP member's ISRs (for the reviewer), it will finalize the ISRs that have a valid comment and score (Review State of Saved, Completed) and Review Type not equal to None. If a comment+score is not valid, regardless of the Review Type, it will Close the ISR (unsure if it still ignores review types of None)
  • When TTA member uses Finalize, as a bulk action for all ISRs for that reviewer
    • Review Types of Primary, Secondary, Tertiary but have Review State of Blank are set to Close
    • Review Type of None is ignored, regardless of Review State
    • Review Types of P,S,T that have Review States in (Saved, Completed) are transitioned to Finalized
• can change Review Type until Consensus is initated for the SRP member's panel.
• can change Review State until Consensus is initiated for the SRP member's panel.

• A separate Close functionality will be per ISR

• Review States of Closed should have Review Types of None should not affect the Consensus Reviews
• Review States of Any and Review Type of None should not affect the Consensus Reviews
• Primary and Secondary should be able to enter scores and comments and complete consensus reviews.
• As a conflicted SRP member, only see the SRP scope, proposal ID, title, abstract
• As a non-conflicted SRP member, I want to see the comments, scores, and proposals for which I am not conflicted
  
  • Comments are not connected to reviewers
  • Normalized Individual Score
  • Finalized Normalized Individual Score
  • Mean Normalized Score
  • Standard Deviation of the Mean Normalized Score
  • SRP Score
• As a non-conflicted SRP member and with a Review Type of Primary or Secondary, I want to enter consensus comments.
• All members that are not conflicted can view Consensus comments.
• Be able to see the updated SRP score, if it is changed by the chair or via changes to the Finalized Normalized Individual Score. Push only for now.
• See Feasibility Reviews (on hold)
• As a Primary or Secondary, I want to complete a consensus comment
  • Members can no longer edit, but chair can
• Warning them Completing Consensus
• Badges display Review Types/ Conflicts
• Import/Export Consensus Comments
• Badges display Review Types/ Conflicts

• Overview of consensus comment state (Completed, Saved)
• Overview of Review Types and Conflict State
• Ability to change SRP Score directly
• Update Finalized Normalized Individual Scores
  • Forces update to MNS, STD_MNS, and SRP if the SRP score was not manually changed already
• Have visibility to past disposition letters
• Review Consensus comments, modify comments, and complete and  finalize Consensus Reviews
  • Note, there is not a bookkeeping equivalent to "completed" from ISRs for SRP Chairs in this process
• Warning on Finalizing and Completing Comments
• Cannot see Conflicted comments and FNIS
• Can see all Reviewers by Review Type (badges with P,S, T, all T) and all Conflicted
• Consistent display of SRP Score and Mean score when appropriate

• History of Changes of Consensus Reviews to be kept

• name of external reviewers redacted in badges for review types

• Initiate Consensus per panel if all ISRs are Finalized
• Generate Normalized Linear Rank when all consensus reviews are finalized per panel.

• Can enter comments for PI, Technical, Data Management + an internal for each
• Score
  • Needs to be Binary
• Can Save
• Can Finalize which "dangles" but next step is out of scope. It does change the review state to Finalized, as expected. Proposal State doesn't change yet (not in scope).
• Score needs to be binary

• Uses existing Solicitation and Proposal generator
• Give Solicitation Name, Proposal Process, Number of Proposals

• Set as Demo/Test

• Uses existing generator paired with Solicitations
• Proposals are belong to 1 category
• Simple proposals - no real allocation requests

• Separate Solicitation and Proposal Generation
• More realistic proposals
• Science Categories from Solicitation
• Expanded user database

Use existing structure

• Create 1 panel
• Assign SC
• Fill 6 non TTA members
• Assign Chair
• Assign Proposals

• Create 1 to 6 panels
• Assign each a unique Science Category

• Vet all proposals without modification

• use existing framework; hookup FE

• Per panel button
• set all to Available unless AutoConflicted
• Certify Conflicts

• Per panel button
• Use pattern for comments for all ISRs
  • Review Type not None
  • Review State not Blank
• Randomize score
• Assign Review Types randomly
  • 1 primary
  • 1 secondard
  • 1 tertiary

• per panel button to finalize ISRs

• hook up existing structure per panel

• Use appended ISR comments to make PPR Proposal Process comments for PI
• Complete Reviews per panel

• Pattern internal comments

• per panel
  

• Simulate full PPR Review Process

• Version Structure
  • Create Allocation Dispositions

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1565

  • Create Observation Specification Dispositions

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1566

  • Create Available Time Model

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1564

    Either useAllocation Requests/OS/Blank ATM
• Assign Priorities

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-

    1567another Allocation Version (duplicate)

    1657

• Change AD state

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-

    1562
• UI Prototype (Schedulers Tools)
  • Summary view for Allocation Versions and deployment to TAC/DR
  • Spot for Proposal Information (AR/OSs/Metadata/Scientific Justification)
  • Spot for Proposal Review
  • Spot for Feasibility Review
  • Spot for ADs and OSDs per Proposal per Facility per version
  • Spot for ATM functionality per version (generation)

• • 1658

• Provide Comments
  ATM is all available per facility - no precommitts

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-13321575

  • Publish to TAC

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-15631568

       
    • Inspect ATM

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1570

  • Publish to Directors Review

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1569

  • UI Prototype (Schedulers Tools)
    • Summary view for Allocation Versions and deployment to TAC/DR
    • Spot for Proposal Information (AR/OSs/Metadata/Scientific Justification)
    • Spot for Proposal Review
    • Spot for Feasibility Review
    • Spot for ADs and OSDs per Proposal per Facility per version
    • Spot for ATM functionality per version (generation)

• ATM is all available per facility - no precommitts

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1332

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1563

     
  • Inspect ATM
  • Pressure Plot

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1573

• Allocation Requests/OS/Blank ATM

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1567

• another Allocation Version (duplicate)
  Pressure Plot

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-

    1573

    1562

• See PPR Proposal Process Output (Comments/Score)
• Assign a Preliminary Scheduling Priority per OSD
• Record comments

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1575

• Write Narrative per Facility
  • Bare bones, capture comments
• Create Proposal Summary
  • Bare bones

• Allocation Review Object
  • TAC Comments to PI

    • Jira
      server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1574

• UI Prototype (TAC meeting)
  • Spot for Facility Reports
  • List of Proposals/Proposal Summary
    
    • Proposal metadata (authors/abstract/title/Joint/Thesis/SRP/Triggered/Large/Total Time/Facilities/Trigger criteria)
    • Feasibility Review
    • Proposal Review
      • Scientific Merit Metric
      • Comments to PI
      • Internal Comments
    • Allocation Review
      • Comments to PI (from TAC)
      • Internal Comments (from TAC)
    • Allocation Requests/OSs
    • Allocation Dispositions/OSDs
      • Internal Comments from Scheduler
      • Scheduling Priority
      • Scheduling Priority

• Produce Reports for TAC from an Allocation Version
• Produce Reports for TAC from an Allocation Version

  • Jira
    server DMS JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId eb2e750b-a83a-387e-8345-36eee8a98f01 key STT-1572

• Deploy to TAC