Emily, > So I'd be open to renaming it "Create a historical loan"-- if we could > actually change the code to allow this. :-) :-) :-)
we are working in the area at the moment for G-Release so nows a good time to get together what people want/need from this area. As far as the checks for client creation date and product creation date. they make sense (i think DW wouldnt like it also), the problem is that we don't allow for creating 'historic' clients or loan products!! regards, Keith. On Thu, Apr 28, 2011 at 11:09 PM, Emily Tucker <em...@emilytucker.com> wrote: > Hi Folks, > > I'll chime in here. Regarding Ed's "original intent" question-- yep, the > feature was originally designed for the use case of bad data entry. User > could undo a loan and then recreate it-- but we never linked these two > activities. You could undo 100 loans if you wanted, but never redo a single > one of them. > > But like so many things in software-- people started using this feature for > several different and unanticipated use cases. And as Keith mentions-- it > can sometimes be used to create a back-dated loan. > > A big limitations in the current redo loan pipeline (and why it isn't used > for migrating loans) is that it enforces certain pieces of biz logic that > makes it difficult for historical data migration. For example-- in the > pipeline, the loan creation date can't be before the client creation date-- > which means you're really limited in what you can do. There are probably > other limitations (the loan creation date can't be before the product > creation date?) that also make this pipeline difficult to use for migrating > loans. > > So I'd be open to renaming it "Create a historical loan"-- if we could > actually change the code to allow this. :-) :-) :-) > > Emily > > -----Original Message----- > From: Keith Woodlock [mailto:keithwoodl...@gmail.com] > Sent: Thursday, April 28, 2011 5:44 AM > To: Mifos software development > Cc: A good place to start for users or folks new to Mifos. > Subject: Re: [Mifos-developer] [Mifos-users] Redo Loan functionality > > Nayan, Ed, > > >From the functional spec, it provides the use case of a loan being > done horribly wrong in the system and allowing end user to reverse it > and then 'redo' it. This is one use case for users out there. There > are other cases where maybe the loan information was missed altogether > and its nice to be able to let the user 'create a back-dated loan'. It > is also exactly the kind of thing you want to do when 'migrating' loan > information onto mifos also (manually) which would suit smaller mfis > etc. So 'redo' only makes sense in the context of 'reversal' and > theres nothing about the 'redo' workflow to indicate that it works on > a 'reversed loan' etc > > Regards, > Keith. > > On Thu, Apr 28, 2011 at 8:45 AM, Edward Cable > <eca...@grameenfoundation.org> wrote: >> Binny, >> >> >> >> But wasn’t the original intent of the Redo loan feature that which Nayan >> describes. That’s how the original functional spec >> > (http://mifos.org/functional-specifications/transaction-processing/reverse-a > nd-redo-loan-disbursals) >> seems to read. In that loans that are being redone are ones that have > been >> reversed. >> >> >> >> Emily/Kay – could provide more information on the original intent behind >> this feature – it was developed for enda correct? >> >> >> >> Ed >> >> >> >> >> >> >> >> From: Binny Gopinath [mailto:binny.gopin...@gmail.com] >> Sent: Wednesday, April 27, 2011 11:57 PM >> To: Mifos software development >> Cc: A good place to start for users or folks new to Mifos. >> Subject: Re: [Mifos-users] [Mifos-developer] Redo Loan functionality >> >> >> >> Nayan, >> >> If we restrict "re-do" to only loans that have been "reversed", then it >> could mean big trouble for the MFI. >> I have frequently seen MFI's missing to create loans on or before the >> disbursement date. >> If that happens, there would be no way to create such loans in Mifos. >> So I would vote for leaving the functionality as is. >> >> Keith, >> >> Yes, the name is confusing. >> I would call it "Create Back-dated Loan". >> >> Thanks >> Binny >> >> On Thu, Apr 28, 2011 at 6:11 AM, Nayan Ambali <nayan.amb...@gmail.com> >> wrote: >> >> I think "Redo Loan" is meant for using in conjunction with "Reverse loan". >> It is really not meant for creating "loan with >> historic payment data", it is way to correct any mistake in loan >> transactions but some how there is no validation to make sure that > "reversal >> of loan" should happen before "Redo Loan" >> >> Thanks >> Nayan Ambali >> >> On Wed, Apr 27, 2011 at 11:06 PM, Keith Woodlock <keithwoodl...@gmail.com> >> wrote: >> >> Just wondering if anyone else has found the following functionality to >> be a bit confusing: 'redo loan' (name wise) >> >> >From looking/working on it recently it appears to provide the following: >> >> Allows users to 'take on a loan midway' or the creation of 'loan with >> historic payment data' >> >> So would a better name for describing it be 'create historic loan', >> 'create loan with hisorical payment data', 'create loan with >> payment/balance data'? >> >> 'Redo' makes me think that I would have to select a loan and >> 'redo'/'restructure' it which is not the case? >> >> what do people think? >> >> regards, >> Keith. >> >> > ---------------------------------------------------------------------------- > -- >> WhatsUp Gold - Download Free Network Management Software >> The most intuitive, comprehensive, and cost-effective network >> management toolset available today. Delivers lowest initial >> acquisition cost and overall TCO of any competing solution. >> http://p.sf.net/sfu/whatsupgold-sd >> >> _______________________________________________ >> Mifos-users mailing list >> Mifos-users@lists.sourceforge.net >> https://lists.sourceforge.net/lists/listinfo/mifos-users >> >> >> -- >> Regards >> Nayan G. A. >> 9901154134 >> >> >> > ---------------------------------------------------------------------------- > -- >> WhatsUp Gold - Download Free Network Management Software >> The most intuitive, comprehensive, and cost-effective network >> management toolset available today. Delivers lowest initial >> acquisition cost and overall TCO of any competing solution. >> http://p.sf.net/sfu/whatsupgold-sd >> >> >> > ---------------------------------------------------------------------------- > -- >> WhatsUp Gold - Download Free Network Management Software >> The most intuitive, comprehensive, and cost-effective network >> management toolset available today. Delivers lowest initial >> acquisition cost and overall TCO of any competing solution. >> http://p.sf.net/sfu/whatsupgold-sd >> > > ---------------------------------------------------------------------------- > -- > WhatsUp Gold - Download Free Network Management Software > The most intuitive, comprehensive, and cost-effective network > management toolset available today. Delivers lowest initial > acquisition cost and overall TCO of any competing solution. > http://p.sf.net/sfu/whatsupgold-sd > > > ------------------------------------------------------------------------------ > WhatsUp Gold - Download Free Network Management Software > The most intuitive, comprehensive, and cost-effective network > management toolset available today. Delivers lowest initial > acquisition cost and overall TCO of any competing solution. > http://p.sf.net/sfu/whatsupgold-sd > ------------------------------------------------------------------------------ WhatsUp Gold - Download Free Network Management Software The most intuitive, comprehensive, and cost-effective network management toolset available today. Delivers lowest initial acquisition cost and overall TCO of any competing solution. http://p.sf.net/sfu/whatsupgold-sd _______________________________________________ Mifos-users mailing list Mifos-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/mifos-users
