date:20170310

RE: [Mifos-developer] Portfolio at Risk

2017-03-10 Thread Zayyyad A. Said

Hi Sampath,

 

In the script below, you have added “totaloverdue” only which is basically 
principal overdue + interest overdue + fees overdue + penalty overdue. That is 
not what am looking for.

 

If you look at this example that I had given in my previous reply to Sander:

 

Disbursed Amount of MFI: 10,000,000/=

Principal in Arrears: 50,000/=

No. of Loans in Arrears: 25

Outstanding Principal for the 25 Loans in Arrears: 200,000/=

Outstanding Principal for all Loans: 5,000,000/=

 

What I basically need to in this report is the sum of Principal Outstanding for 
Loans in Arrears which in the example above is the 200,000/-. We can name this 
column as “Portfolio at Risk”.

 

How do you think we can achieve that?

 

Regards;

 

 

***

Zayyad A. Said | Chairman & C.E.O

 

Cell No.: +254 716 615274 | Skype: zsaid2011

Email: zay...@intrasofttechnologies.com 

 

 

 

-Original Message-

From: Sampath Kumar G [mailto:samp...@confluxtechnologies.com] 

Sent: 10 March 2017 04:04 PM

To: Mifos software development 

Cc: dev@fineract.incubator.apache.org

Subject: Re: [Mifos-developer] Portfolio at Risk

 

Please refer following query.

 

select concat(repeat("..",

((LENGTH(mo.`hierarchy`) - LENGTH(REPLACE(mo.`hierarchy`, '.', '')) - 1))),

mo.`name`) as "Office/Branch", x.currency as Currency, x.client_count as "No. 
of Clients", x.active_loan_count as "No. Active Loans", x. 
loans_in_arrears_count as "No. of Loans in Arrears", x.principal as "Total 
Loans Disbursed", x.principal_repaid as "Principal Repaid", 
x.principal_outstanding as "Principal Outstanding", x.principal_overdue as 
"Principal Overdue", x.interest as "Total Interest", x.interest_repaid as 
"Interest Repaid", x.interest_outstanding as "Interest Outstanding", 
x.interest_overdue as "Interest Overdue", x.fees as "Total Fees", x.fees_repaid 
as "Fees Repaid", x.fees_outstanding as "Fees Outstanding", x.fees_overdue as 
"Fees Overdue", x.penalties as "Total Penalties", x.penalties_repaid as 
"Penalties Repaid", x.penalties_outstanding as "Penalties Outstanding", 
x.penalties_overdue as "Penalties Overdue",

 

(case

when ${parType} = 1 then

cast(round((x.principal_overdue * 100) / x.principal_outstanding, 2) as

char)

when ${parType} = 2 then

cast(round(((x.principal_overdue + x.interest_overdue) * 100) / 
(x.principal_outstanding + x.interest_outstanding), 2) as char) when ${parType} 
= 3 then cast(round(((x.principal_overdue + x.interest_overdue + 
x.fees_overdue) *

100) / (x.principal_outstanding + x.interest_outstanding + x.fees_outstanding), 
2) as char) when ${parType} = 4 then cast(round(((x.principal_overdue + 
x.interest_overdue + x.fees_overdue +

x.penalties_overdue) * 100) / (x.principal_outstanding + x.interest_outstanding 
+ x.fees_outstanding + x.penalties_overdue), 2) as

char)

else "invalid PAR Type"

end) as "Portfolio at Risk %",

x.totaloverdue

from m_office mo

join

(select ounder.id as branch,

ifnull(cur.display_symbol, l.currency_code) as currency,

count(distinct(c.id)) as client_count,

count(distinct(l.id)) as  active_loan_count, count(distinct(if(laa.loan_id is 
not null,  l.id, null)  )) as loans_in_arrears_count,

 

sum(l.principal_disbursed_derived) as principal,

sum(l.principal_repaid_derived) as principal_repaid,

sum(l.principal_outstanding_derived) as principal_outstanding,

sum(laa.principal_overdue_derived) as principal_overdue,

 

sum(l.interest_charged_derived) as interest,

sum(l.interest_repaid_derived) as interest_repaid,

sum(l.interest_outstanding_derived) as interest_outstanding,

sum(laa.interest_overdue_derived) as interest_overdue,

 

sum(l.fee_charges_charged_derived) as fees,

sum(l.fee_charges_repaid_derived) as fees_repaid,

sum(l.fee_charges_outstanding_derived)  as fees_outstanding,

sum(laa.fee_charges_overdue_derived) as fees_overdue,

 

sum(l.penalty_charges_charged_derived) as penalties,

sum(l.penalty_charges_repaid_derived) as penalties_repaid,

sum(l.penalty_charges_outstanding_derived) as penalties_outstanding,

sum(laa.penalty_charges_overdue_derived) as penalties_overdue,

sum(laa.total_overdue_derived) as totaloverdue

 

from m_office o

join m_office ounder on ounder.hierarchy like concat(o.hierarchy, '%') and 
ounder.hierarchy like concat('${currentUserHierarchy}', '%') join m_client c on 
c.office_id = ounder.id join m_loan l on l.client_id = c.id left join 
m_loan_arrears_aging laa on laa.loan_id = l.id left join m_currency cur on 
cur.code = l.currency_code

 

where o.id = ${officeId}

and (l.currency_code = "${currencyId}" or "-1" = "${currencyId}") and 
(l.product_id = "${loanProductId}" or "-1" = "${loanProductId}") and 
(ifnull(l.loan_officer_id, -10) = "${loanOfficerId}" or "-1" =

"${loanOfficerId}")

and (ifnull(l.fund_id, -10) = ${fundId} or -1 = ${fundId}) and 
(ifnull(l.loanpurpose_cv_id, -10) = ${loanPurposeId} or -1 =

${loanPurposeId})

and l.loan_status_id = 300

group by ounder.id, l.currency_code) x on x.branch = mo.id or

Re: [Mifos-developer] Portfolio at Risk

2017-03-10 Thread Sander van der Heyden

Hi Zayyad,

Ah now I get you, you are completely right, that's indeed a bug then.

Sander



Sander van der Heyden

CTO Musoni Services




Mobile (NL): +31 (0)6 14239505
Skype: s.vdheyden
Website: musonisystem.com
Follow us on Twitter!  
Postal address: Hillegomstraat 12-14, office 0.09, 1058 LS, Amsterdam,
The Netherlands

On 10 March 2017 at 14:20, Zayyyad A. Said  wrote:

> Hi Sander,
>
>
>
> The definition given by CGAP and what I had actually put across means the
> same thing.
>
>
>
> Here is your definition of PAR:
>
> Portfolio at risk. The value of all loans outstanding that have one or
> more installments of principal past due more than a certain number of days.
>
>
>
> Here is my explanation of PAR:
>
> PAR is how much does the MFI stand to lose if all delinquent clients
> completely default and thus its calculated by taking sum of all unpaid
> balance for loan with past due repayments divided by total outstanding
> balance.
>
>
>
> By using the statement how much the MFI stand to lose, am referring to the
> actual principal amount at risk of being lost if the loans with any
> instalment past due is defaulted and not any income.
>
>
>
> Lets look at the below example:
>
>
>
> Disbursed Amount of MFI: 10,000,000/=
>
> Principal in Arrears: 50,000/=
>
> No. of Loans in Arrears: 25
>
> Outstanding Principal for the 25 Loans in Arrears: 200,000/=
>
> Outstanding Principal for all Loans: 5,000,000/=
>
>
>
> The PAR here will be calculated by taking 200,000/= divide it by
> 5,000,000/= which should give you 4%.
>
>
>
> The calculation of PAR in the reports currently is done as Principal in
> Arrears / Outstanding Principal which if you use the example above the
> calculation will be like 50,000 / 5,000,000 which will give you 1%.
>
>
>
> I believe this helps you understand the issue I was trying to raise.
>
>
>
> Regards;
>
>
>
> ***
>
> Zayyad A. Said | Chairman & C.E.O
>
>
>
> Cell No.: +254 716 615274 | Skype: zsaid2011
>
> Email: zay...@intrasofttechnologies.com
>
>
>
>
>
>
>
> -Original Message-
> From: Sander van der Heyden [mailto:sandervanderhey...@musonisystem.com]
> Sent: 10 March 2017 04:00 PM
> To: Mifos software development 
> Cc: dev@fineract.incubator.apache.org
> Subject: Re: [Mifos-developer] Portfolio at Risk
>
>
>
> Hi Zayyad,
>
>
>
> Sorry to jump in here, but this is not a bug or problem, or indeed a
> definition mismatch. The definition used by CGAP (and every MFI and funder
> we've worked with so far):
>
>
>
> Portfolio at risk. The value of all loans outstanding that have one or
> more installments of principal past due more than a certain number of days.
> *This item includes the entire unpaid principal balance, including both
> past-due and future install- ments, but not accrued interest*. It also does
> not include loans that have been restructured or rescheduled.
>
> Source: B3 in this document:
>
>   Guidelines-Definitions-of-Selected-Financial-Terms-
> Ratios-and-Adjustments-for-Microfinance-Sep-2003.pdf>
> https://www.cgap.org/sites/default/files/CGAP-Consensus-
> Guidelines-Definitions-of-Selected-Financial-Terms-
> Ratios-and-Adjustments-for-Microfinance-Sep-2003.pdf
>
>
>
> This is the most widely accepted definition of PAR with just principal
> overdue as percentage of principal outstanding, as the MFI doesn't "lose"
>
> any income it has not actually earned yet. So it is also in line with what
> you've stated above:"how much does the MFI stand to lose if all delinquent
> clients completely default".
>
>
>
> Thanks,
>
> Sandfer
>
>
>
>
>
>
>
> Sander van der Heyden
>
>
>
> CTO Musoni Services
>
>
>
>
>
>
>
>
>
> Mobile (NL): +31 (0)6 14239505
>
> Skype: s.vdheyden
>
> Website: musonisystem.com
>
> Follow us on Twitter!  < 
> https://twitter.com/musonimfi> Postal address: Hillegomstraat 12-14,
> office 0.09, 1058 LS, Amsterdam, The Netherlands
>
>
>
> On 10 March 2017 at 13:45, Zayyyad A. Said  com
>
> > wrote:
>
>
>
> > I need Total Outstanding Balance for Loans in Arrears.
>
> >
>
> >
>
> >
>
> >
>
> > ***
>
> > Zayyad A. Said | Chairman & C.E.O
>
> >
>
> > Cell No.: +254 716 615274 | Skype: zsaid2011
>
> > Email:  
> zay...@intrasofttechnologies.com
>
> >
>
> >
>
> >
>
> > -Original Message-
>
> > From: Sampath Kumar G [  mailto:
> samp...@confluxtechnologies.com]
>
> > Sent: 10 March 2017 01:44 PM
>
> > To:  
> dev@fineract.incubator.apache.org
>
> > Cc: Mifos software development <  sourceforge.net> mifos-develo...@lists.sourceforge.net>
>
> > Subject: Re: Portfolio at Risk
>
> >
>
> > Hi Zayyad,
>
> >
>
> > For loan balance arrears, do you need total arrears or only the
>
> > principal arrears amount?
>
> >
>
> > Thanks and regards,
>
> > Sampath
>
> >
>
> >
>
> > 
>

RE: [Mifos-developer] Portfolio at Risk

2017-03-10 Thread Zayyyad A. Said

Hi Sander,

The definition given by CGAP and what I had actually put across means the same 
thing.

Here is your definition of PAR:

Portfolio at risk. The value of all loans outstanding that have one or more 
installments of principal past due more than a certain number of days.

Here is my explanation of PAR:

PAR is how much does the MFI stand to lose if all delinquent clients completely 
default and thus its calculated by taking sum of all unpaid balance for loan 
with past due repayments divided by total outstanding balance.

By using the statement how much the MFI stand to lose, am referring to the 
actual principal amount at risk of being lost if the loans with any instalment 
past due is defaulted and not any income.

Lets look at the below example:

Disbursed Amount of MFI: 10,000,000/=

Principal in Arrears: 50,000/=

No. of Loans in Arrears: 25

Outstanding Principal for the 25 Loans in Arrears: 200,000/=

Outstanding Principal for all Loans: 5,000,000/=

The PAR here will be calculated by taking 200,000/= divide it by 5,000,000/= 
which should give you 4%.

The calculation of PAR in the reports currently is done as Principal in Arrears 
/ Outstanding Principal which if you use the example above the calculation will 
be like 50,000 / 5,000,000 which will give you 1%.

I believe this helps you understand the issue I was trying to raise.

Regards;

***

Zayyad A. Said | Chairman & C.E.O

Cell No.: +254 716 615274 | Skype: zsaid2011

Email: zay...@intrasofttechnologies.com 

-Original Message-
From: Sander van der Heyden [mailto:sandervanderhey...@musonisystem.com] 
Sent: 10 March 2017 04:00 PM
To: Mifos software development 
Cc: dev@fineract.incubator.apache.org
Subject: Re: [Mifos-developer] Portfolio at Risk

Hi Zayyad,

Sorry to jump in here, but this is not a bug or problem, or indeed a definition 
mismatch. The definition used by CGAP (and every MFI and funder we've worked 
with so far):

Portfolio at risk. The value of all loans outstanding that have one or more 
installments of principal past due more than a certain number of days. *This 
item includes the entire unpaid principal balance, including both past-due and 
future install- ments, but not accrued interest*. It also does not include 
loans that have been restructured or rescheduled.

Source: B3 in this document:

https://www.cgap.org/sites/default/files/CGAP-Consensus-Guidelines-Definitions-of-Selected-Financial-Terms-Ratios-and-Adjustments-for-Microfinance-Sep-2003.pdf

This is the most widely accepted definition of PAR with just principal overdue 
as percentage of principal outstanding, as the MFI doesn't "lose"

any income it has not actually earned yet. So it is also in line with what 
you've stated above:"how much does the MFI stand to lose if all delinquent 
clients completely default".

Thanks,

Sandfer

Sander van der Heyden

CTO Musoni Services

Mobile (NL): +31 (0)6 14239505

Skype: s.vdheyden

Website: musonisystem.com

Follow us on Twitter!  <  
https://twitter.com/musonimfi> Postal address: Hillegomstraat 12-14, office 
0.09, 1058 LS, Amsterdam, The Netherlands

On 10 March 2017 at 13:45, Zayyyad A. Said  wrote:

> I need Total Outstanding Balance for Loans in Arrears.

> 

> 

> 

> 

> ***

> Zayyad A. Said | Chairman & C.E.O

> 

> Cell No.: +254 716 615274 | Skype: zsaid2011

> Email:   
> zay...@intrasofttechnologies.com

> 

> 

> 

> -Original Message-

> From: Sampath Kumar G [  
> mailto:samp...@confluxtechnologies.com]

> Sent: 10 March 2017 01:44 PM

> To:   
> dev@fineract.incubator.apache.org

> Cc: Mifos software development < 
>  
> mifos-develo...@lists.sourceforge.net>

> Subject: Re: Portfolio at Risk

> 

> Hi Zayyad,

> 

> For loan balance arrears, do you need total arrears or only the 

> principal arrears amount?

> 

> Thanks and regards,

> Sampath

> 

> 

> 

> *Conflux Technologies Pvt Ltd <  
> http://www.confluxtechnologies.com/> *

> 

> #304, 2nd Floor, 7th Main Road

> 

> HRBR Layout 1st Block

> 

> Bengaluru, Karnataka, 560043 INDIA

> 

> 

> Disclaimer: The information contained in this e-mail message and any 

> files/attachment transmitted with it is confidential and for the sole 

> use of the intended recipient(s) or entity identified. If you are not 

> the intended recipient, please email:  
>  supp...@confluxtechnologies.com 

> and destroy/delete all copies and attachment thereto along with the 

> original message. Any unautho

RE: Portfolio at Risk

2017-03-10 Thread Zayyyad A. Said

I need Total Outstanding Balance for Loans in Arrears.




***
Zayyad A. Said | Chairman & C.E.O
 
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: zay...@intrasofttechnologies.com 
 


-Original Message-
From: Sampath Kumar G [mailto:samp...@confluxtechnologies.com] 
Sent: 10 March 2017 01:44 PM
To: dev@fineract.incubator.apache.org
Cc: Mifos software development 
Subject: Re: Portfolio at Risk

Hi Zayyad,

For loan balance arrears, do you need total arrears or only the principal 
arrears amount?

Thanks and regards,
Sampath



*Conflux Technologies Pvt Ltd  *

#304, 2nd Floor, 7th Main Road

HRBR Layout 1st Block

Bengaluru, Karnataka, 560043 INDIA


Disclaimer: The information contained in this e-mail message and any 
files/attachment transmitted with it is confidential and for the sole use of 
the intended recipient(s) or entity identified. If you are not the intended 
recipient, please email: supp...@confluxtechnologies.com and destroy/delete all 
copies and attachment thereto along with the original message. Any unauthorised 
review, use, disclosure, dissemination, forwarding, printing or copying of this 
email or any action taken in reliance on this e-mail is strictly prohibited and 
is unlawful. The recipient acknowledges that Conflux Technologies Private 
Limited or its subsidiaries and associated companies are unable to exercise 
control or ensure or guarantee the integrity of/over the contents of the 
information contained in e-mail transmissions. Before opening any attachments, 
please check.

On Fri, Mar 10, 2017 at 2:59 PM, Zayyyad A. Said < 
zay...@intrasofttechnologies.com> wrote:

>
>
> Devs,
>
>
>
> I have noted that the reports showing Portfolio at Risk % are not 
> really reporting the right PAR but Arrears Rate.
>
>
>
> There is a difference between the two:
>
>
>
> PAR is how much does the MFI stand to lose if all delinquent clients 
> completely default and thus its calculated by taking sum of all unpaid 
> balance for loan with past due repayments divided by total outstanding 
> balance.
>
>
>
> Arrears rate determine what percentage of the portfolio is overdue and 
> this is simple principal overdue divided by principal outstanding 
> (what the reports are currently reporting as PAR now).
>
>
>
> I would like to add “Loan Balance in Arrears” in the below code, could 
> someone please guide me on how I can do that?
>
>
>
> *select* *concat*(*repeat*("..",
>
> ((*LENGTH*(mo.`hierarchy`) - *LENGTH*(*REPLACE*(mo.`hierarchy`, '.', 
> ''))
> - 1))), mo.`name`) *as* "Office/Branch", *x*.currency *as* Currency,
>
> *x*.client_count *as* "No. of Clients", *x*.active_loan_count *as* "No.
> Active Loans", *x*. loans_in_arrears_count *as* "No. of Loans in 
> Arrears",
>
> *x*.principal *as* "Total Loans Disbursed", *x*.principal_repaid *as* 
> "Principal Repaid", *x*.principal_outstanding *as* "Principal Outstanding", 
> *x*.
> principal_overdue *as* "Principal Overdue",
>
> *x*.interest *as* "Total Interest", *x*.interest_repaid *as* "Interest 
> Repaid", *x*.interest_outstanding *as* "Interest Outstanding", *x*.
> interest_overdue *as* "Interest Overdue",
>
> *x*.fees *as* "Total Fees", *x*.fees_repaid *as* "Fees Repaid", *x*.
> fees_outstanding *as* "Fees Outstanding", *x*.fees_overdue *as* "Fees 
> Overdue",
>
> *x*.penalties *as* "Total Penalties", *x*.penalties_repaid *as* 
> "Penalties Repaid", *x*.penalties_outstanding *as* "Penalties Outstanding", 
> *x*.
> penalties_overdue *as* "Penalties Overdue",
>
>
>
> (*case*
>
> *when* ${parType} = 1 *then*
>
> *cast*(*round*((*x*.principal_overdue * 100) / 
> *x*.principal_outstanding,
> 2) *as* *char*)
>
> *when* ${parType} = 2 *then*
>
> *cast*(*round*(((*x*.principal_overdue + *x*.interest_overdue) * 100) 
> / ( *x*.principal_outstanding + *x*.interest_outstanding), 2) *as* 
> *char*)
>
> *when* ${parType} = 3 *then*
>
> *cast*(*round*(((*x*.principal_overdue + *x*.interest_overdue + *x*.
> fees_overdue) * 100) / (*x*.principal_outstanding + *x*.
> interest_outstanding + *x*.fees_outstanding), 2) *as* *char*)
>
> *when* ${parType} = 4 *then*
>
> *cast*(*round*(((*x*.principal_overdue + *x*.interest_overdue + *x*.
> fees_overdue + *x*.penalties_overdue) * 100) / 
> (*x*.principal_outstanding
> + *x*.interest_outstanding + *x*.fees_outstanding + 
> + *x*.penalties_overdue
> ), 2) *as* *char*)
>
> *else* "invalid PAR Type"
>
> *end*) *as* "Portfolio at Risk %"
>
> *from* m_office mo
>
> *join*
>
> (*select* ounder.id *as* branch,
>
> *ifnull*(cur.display_symbol, l.currency_code) *as* currency,
>
> *count*(*distinct*(c.id)) *as* client_count,
>
> *count*(*distinct*(l.id)) *as*  active_loan_count,
>
> *count*(*distinct*(*if*(laa.loan_id *is* *not* *null*,  l.id, *null*)  
> ))
> *as* loans_in_arrears_count,
>
>
>
> *sum*(l.principal_disbursed_derived) *as* principal,
>
> *sum*(l.principal_repaid_derived) *as* principal_repaid,
>
> *sum*(l.principal_outstanding_derived) *as* principal_outstand

Re: [Mifos-developer] Portfolio at Risk

2017-03-10 Thread Sander van der Heyden

Hi Zayyad,

Sorry to jump in here, but this is not a bug or problem, or indeed a
definition mismatch. The definition used by CGAP (and every MFI and funder
we've worked with so far):

Portfolio at risk. The value of all loans outstanding that have one or more
installments of principal past due more than a certain number of days. *This
item includes the entire unpaid principal balance, including both past-due
and future install- ments, but not accrued interest*. It also does not
include loans that have been restructured or rescheduled.
Source: B3 in this document:
https://www.cgap.org/sites/default/files/CGAP-Consensus-Guidelines-Definitions-of-Selected-Financial-Terms-Ratios-and-Adjustments-for-Microfinance-Sep-2003.pdf

This is the most widely accepted definition of PAR with just principal
overdue as percentage of principal outstanding, as the MFI doesn't "lose"
any income it has not actually earned yet. So it is also in line with what
you've stated above:"how much does the MFI stand to lose if all delinquent
clients completely default".

Thanks,
Sandfer



Sander van der Heyden

CTO Musoni Services




Mobile (NL): +31 (0)6 14239505
Skype: s.vdheyden
Website: musonisystem.com
Follow us on Twitter!  
Postal address: Hillegomstraat 12-14, office 0.09, 1058 LS, Amsterdam,
The Netherlands

On 10 March 2017 at 13:45, Zayyyad A. Said  wrote:

> I need Total Outstanding Balance for Loans in Arrears.
>
>
>
>
> ***
> Zayyad A. Said | Chairman & C.E.O
>
> Cell No.: +254 716 615274 | Skype: zsaid2011
> Email: zay...@intrasofttechnologies.com
>
>
>
> -Original Message-
> From: Sampath Kumar G [mailto:samp...@confluxtechnologies.com]
> Sent: 10 March 2017 01:44 PM
> To: dev@fineract.incubator.apache.org
> Cc: Mifos software development 
> Subject: Re: Portfolio at Risk
>
> Hi Zayyad,
>
> For loan balance arrears, do you need total arrears or only the principal
> arrears amount?
>
> Thanks and regards,
> Sampath
>
>
> 
> *Conflux Technologies Pvt Ltd  *
>
> #304, 2nd Floor, 7th Main Road
>
> HRBR Layout 1st Block
>
> Bengaluru, Karnataka, 560043 INDIA
>
>
> Disclaimer: The information contained in this e-mail message and any
> files/attachment transmitted with it is confidential and for the sole use
> of the intended recipient(s) or entity identified. If you are not the
> intended recipient, please email: supp...@confluxtechnologies.com and
> destroy/delete all copies and attachment thereto along with the original
> message. Any unauthorised review, use, disclosure, dissemination,
> forwarding, printing or copying of this email or any action taken in
> reliance on this e-mail is strictly prohibited and is unlawful. The
> recipient acknowledges that Conflux Technologies Private Limited or its
> subsidiaries and associated companies are unable to exercise control or
> ensure or guarantee the integrity of/over the contents of the information
> contained in e-mail transmissions. Before opening any attachments, please
> check.
>
> On Fri, Mar 10, 2017 at 2:59 PM, Zayyyad A. Said <
> zay...@intrasofttechnologies.com> wrote:
>
> >
> >
> > Devs,
> >
> >
> >
> > I have noted that the reports showing Portfolio at Risk % are not
> > really reporting the right PAR but Arrears Rate.
> >
> >
> >
> > There is a difference between the two:
> >
> >
> >
> > PAR is how much does the MFI stand to lose if all delinquent clients
> > completely default and thus its calculated by taking sum of all unpaid
> > balance for loan with past due repayments divided by total outstanding
> > balance.
> >
> >
> >
> > Arrears rate determine what percentage of the portfolio is overdue and
> > this is simple principal overdue divided by principal outstanding
> > (what the reports are currently reporting as PAR now).
> >
> >
> >
> > I would like to add “Loan Balance in Arrears” in the below code, could
> > someone please guide me on how I can do that?
> >
> >
> >
> > *select* *concat*(*repeat*("..",
> >
> > ((*LENGTH*(mo.`hierarchy`) - *LENGTH*(*REPLACE*(mo.`hierarchy`, '.',
> > ''))
> > - 1))), mo.`name`) *as* "Office/Branch", *x*.currency *as* Currency,
> >
> > *x*.client_count *as* "No. of Clients", *x*.active_loan_count *as* "No.
> > Active Loans", *x*. loans_in_arrears_count *as* "No. of Loans in
> > Arrears",
> >
> > *x*.principal *as* "Total Loans Disbursed", *x*.principal_repaid *as*
> > "Principal Repaid", *x*.principal_outstanding *as* "Principal
> Outstanding", *x*.
> > principal_overdue *as* "Principal Overdue",
> >
> > *x*.interest *as* "Total Interest", *x*.interest_repaid *as* "Interest
> > Repaid", *x*.interest_outstanding *as* "Interest Outstanding", *x*.
> > interest_overdue *as* "Interest Overdue",
> >
> > *x*.fees *as* "Total Fees", *x*.fees_repaid *as* "Fees Repaid", *x*.
> > fees_outstanding *as* "Fees Outstanding", *x*.fees_overdue *as* "Fees
> > Overdue",
> >
> > *x*.penalties *as* "Total Penalties", *x*.penalties_repaid *as*
> > "Penalties Repaid", *x*

Re: [Mifos-developer] Portfolio at Risk

2017-03-10 Thread Sampath Kumar G

Please refer following query.

select concat(repeat("..",
((LENGTH(mo.`hierarchy`) - LENGTH(REPLACE(mo.`hierarchy`, '.', '')) - 1))),
mo.`name`) as "Office/Branch", x.currency as Currency,
x.client_count as "No. of Clients", x.active_loan_count as "No. Active
Loans", x. loans_in_arrears_count as "No. of Loans in Arrears",
x.principal as "Total Loans Disbursed", x.principal_repaid as "Principal
Repaid", x.principal_outstanding as "Principal Outstanding",
x.principal_overdue as "Principal Overdue",
x.interest as "Total Interest", x.interest_repaid as "Interest Repaid",
x.interest_outstanding as "Interest Outstanding", x.interest_overdue as
"Interest Overdue",
x.fees as "Total Fees", x.fees_repaid as "Fees Repaid", x.fees_outstanding
as "Fees Outstanding", x.fees_overdue as "Fees Overdue",
x.penalties as "Total Penalties", x.penalties_repaid as "Penalties Repaid",
x.penalties_outstanding as "Penalties Outstanding", x.penalties_overdue as
"Penalties Overdue",

(case
when ${parType} = 1 then
cast(round((x.principal_overdue * 100) / x.principal_outstanding, 2) as
char)
when ${parType} = 2 then
cast(round(((x.principal_overdue + x.interest_overdue) * 100) /
(x.principal_outstanding + x.interest_outstanding), 2) as char)
when ${parType} = 3 then
cast(round(((x.principal_overdue + x.interest_overdue + x.fees_overdue) *
100) / (x.principal_outstanding + x.interest_outstanding +
x.fees_outstanding), 2) as char)
when ${parType} = 4 then
cast(round(((x.principal_overdue + x.interest_overdue + x.fees_overdue +
x.penalties_overdue) * 100) / (x.principal_outstanding +
x.interest_outstanding + x.fees_outstanding + x.penalties_overdue), 2) as
char)
else "invalid PAR Type"
end) as "Portfolio at Risk %",
x.totaloverdue
from m_office mo
join
(select ounder.id as branch,
ifnull(cur.display_symbol, l.currency_code) as currency,
count(distinct(c.id)) as client_count,
count(distinct(l.id)) as  active_loan_count,
count(distinct(if(laa.loan_id is not null,  l.id, null)  )) as
loans_in_arrears_count,

sum(l.principal_disbursed_derived) as principal,
sum(l.principal_repaid_derived) as principal_repaid,
sum(l.principal_outstanding_derived) as principal_outstanding,
sum(laa.principal_overdue_derived) as principal_overdue,

sum(l.interest_charged_derived) as interest,
sum(l.interest_repaid_derived) as interest_repaid,
sum(l.interest_outstanding_derived) as interest_outstanding,
sum(laa.interest_overdue_derived) as interest_overdue,

sum(l.fee_charges_charged_derived) as fees,
sum(l.fee_charges_repaid_derived) as fees_repaid,
sum(l.fee_charges_outstanding_derived)  as fees_outstanding,
sum(laa.fee_charges_overdue_derived) as fees_overdue,

sum(l.penalty_charges_charged_derived) as penalties,
sum(l.penalty_charges_repaid_derived) as penalties_repaid,
sum(l.penalty_charges_outstanding_derived) as penalties_outstanding,
sum(laa.penalty_charges_overdue_derived) as penalties_overdue,
sum(laa.total_overdue_derived) as totaloverdue

from m_office o
join m_office ounder on ounder.hierarchy like concat(o.hierarchy, '%')
and ounder.hierarchy like concat('${currentUserHierarchy}', '%')
join m_client c on c.office_id = ounder.id
join m_loan l on l.client_id = c.id
left join m_loan_arrears_aging laa on laa.loan_id = l.id
left join m_currency cur on cur.code = l.currency_code

where o.id = ${officeId}
and (l.currency_code = "${currencyId}" or "-1" = "${currencyId}")
and (l.product_id = "${loanProductId}" or "-1" = "${loanProductId}")
and (ifnull(l.loan_officer_id, -10) = "${loanOfficerId}" or "-1" =
"${loanOfficerId}")
and (ifnull(l.fund_id, -10) = ${fundId} or -1 = ${fundId})
and (ifnull(l.loanpurpose_cv_id, -10) = ${loanPurposeId} or -1 =
${loanPurposeId})
and l.loan_status_id = 300
group by ounder.id, l.currency_code) x on x.branch = mo.id
order by mo.hierarchy, x.Currency



Thanks and regards,
Sampath



*Conflux Technologies Pvt Ltd  *

#304, 2nd Floor, 7th Main Road

HRBR Layout 1st Block

Bengaluru, Karnataka, 560043 INDIA


Disclaimer: The information contained in this e-mail message and any
files/attachment transmitted with it is confidential and for the sole use
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subsidiaries and associated companies are unable to exercise control or
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contained in e-mail transmissions. Before opening any attachments, please
check.

On Fri, Mar 10, 2017 at 6:15 PM, Zayyyad A. Said <
zay...@intrasofttechnologies.com> wrote:

> I need Total Outstanding Balance for Loans in A

[jira] [Commented] (FINERACT-331) In edit client if the Legal Form is modified from entity to person not getting updated as person after submission

2017-03-10 Thread ASF GitHub Bot (JIRA)


[ 
https://issues.apache.org/jira/browse/FINERACT-331?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=15904956#comment-15904956
 ] 

ASF GitHub Bot commented on FINERACT-331:
-

GitHub user nazeer1100126 opened a pull request:

https://github.com/apache/incubator-fineract/pull/309

FINERACT-331 : In edit client if the Legal Form is modified from entity to 
person not getting updated as person after submission



You can merge this pull request into a Git repository by running:

$ git pull https://github.com/nazeer1100126/incubator-fineract FINERACT-331

Alternatively you can review and apply these changes as the patch at:

https://github.com/apache/incubator-fineract/pull/309.patch

To close this pull request, make a commit to your master/trunk branch
with (at least) the following in the commit message:

This closes #309


commit fffc8374ebcfcd5819f08de749f23a2a012c637f
Author: nazeer1100126 
Date:   2017-03-10T11:44:02Z

FINERACT-331 : In edit client if the Legal Form is modified from entity to 
person not getting updated as person after submission




> In edit client if the Legal Form is modified from entity to person not 
> getting updated as person after submission
> -
>
> Key: FINERACT-331
> URL: https://issues.apache.org/jira/browse/FINERACT-331
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Client
>Reporter: Santosh Math
>Assignee: Markus Geiss
>  Labels: p1
>
> Reported  by Subramanya at https://mifosforge.jira.com/browse/MIFOSX-2742
> Original Description:
> 1. Create a client under pending state with Legal Form as Entity.
> 2. Click on edit client and change the Legal Form as Person and enter valid 
> inputs and click on submit button.
> > The client is not getting saved with Legal Form Person, but it is remaining 
> > as Legal Form Entity only.



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Re: Portfolio at Risk

2017-03-10 Thread Sampath Kumar G

Hi Zayyad,

For loan balance arrears, do you need total arrears or only the principal
arrears amount?

Thanks and regards,
Sampath



*Conflux Technologies Pvt Ltd  *

#304, 2nd Floor, 7th Main Road

HRBR Layout 1st Block

Bengaluru, Karnataka, 560043 INDIA


Disclaimer: The information contained in this e-mail message and any
files/attachment transmitted with it is confidential and for the sole use
of the intended recipient(s) or entity identified. If you are not the
intended recipient, please email: supp...@confluxtechnologies.com and
destroy/delete all copies and attachment thereto along with the original
message. Any unauthorised review, use, disclosure, dissemination,
forwarding, printing or copying of this email or any action taken in
reliance on this e-mail is strictly prohibited and is unlawful. The
recipient acknowledges that Conflux Technologies Private Limited or its
subsidiaries and associated companies are unable to exercise control or
ensure or guarantee the integrity of/over the contents of the information
contained in e-mail transmissions. Before opening any attachments, please
check.

On Fri, Mar 10, 2017 at 2:59 PM, Zayyyad A. Said <
zay...@intrasofttechnologies.com> wrote:

>
>
> Devs,
>
>
>
> I have noted that the reports showing Portfolio at Risk % are not really
> reporting the right PAR but Arrears Rate.
>
>
>
> There is a difference between the two:
>
>
>
> PAR is how much does the MFI stand to lose if all delinquent clients
> completely default and thus its calculated by taking sum of all unpaid
> balance for loan with past due repayments divided by total outstanding
> balance.
>
>
>
> Arrears rate determine what percentage of the portfolio is overdue and
> this is simple principal overdue divided by principal outstanding (what the
> reports are currently reporting as PAR now).
>
>
>
> I would like to add “Loan Balance in Arrears” in the below code, could
> someone please guide me on how I can do that?
>
>
>
> *select* *concat*(*repeat*("..",
>
> ((*LENGTH*(mo.`hierarchy`) - *LENGTH*(*REPLACE*(mo.`hierarchy`, '.', ''))
> - 1))), mo.`name`) *as* "Office/Branch", *x*.currency *as* Currency,
>
> *x*.client_count *as* "No. of Clients", *x*.active_loan_count *as* "No.
> Active Loans", *x*. loans_in_arrears_count *as* "No. of Loans in Arrears",
>
> *x*.principal *as* "Total Loans Disbursed", *x*.principal_repaid *as* 
> "Principal
> Repaid", *x*.principal_outstanding *as* "Principal Outstanding", *x*.
> principal_overdue *as* "Principal Overdue",
>
> *x*.interest *as* "Total Interest", *x*.interest_repaid *as* "Interest
> Repaid", *x*.interest_outstanding *as* "Interest Outstanding", *x*.
> interest_overdue *as* "Interest Overdue",
>
> *x*.fees *as* "Total Fees", *x*.fees_repaid *as* "Fees Repaid", *x*.
> fees_outstanding *as* "Fees Outstanding", *x*.fees_overdue *as* "Fees
> Overdue",
>
> *x*.penalties *as* "Total Penalties", *x*.penalties_repaid *as* "Penalties
> Repaid", *x*.penalties_outstanding *as* "Penalties Outstanding", *x*.
> penalties_overdue *as* "Penalties Overdue",
>
>
>
> (*case*
>
> *when* ${parType} = 1 *then*
>
> *cast*(*round*((*x*.principal_overdue * 100) / *x*.principal_outstanding,
> 2) *as* *char*)
>
> *when* ${parType} = 2 *then*
>
> *cast*(*round*(((*x*.principal_overdue + *x*.interest_overdue) * 100) / (
> *x*.principal_outstanding + *x*.interest_outstanding), 2) *as* *char*)
>
> *when* ${parType} = 3 *then*
>
> *cast*(*round*(((*x*.principal_overdue + *x*.interest_overdue + *x*.
> fees_overdue) * 100) / (*x*.principal_outstanding + *x*.
> interest_outstanding + *x*.fees_outstanding), 2) *as* *char*)
>
> *when* ${parType} = 4 *then*
>
> *cast*(*round*(((*x*.principal_overdue + *x*.interest_overdue + *x*.
> fees_overdue + *x*.penalties_overdue) * 100) / (*x*.principal_outstanding
> + *x*.interest_outstanding + *x*.fees_outstanding + *x*.penalties_overdue
> ), 2) *as* *char*)
>
> *else* "invalid PAR Type"
>
> *end*) *as* "Portfolio at Risk %"
>
> *from* m_office mo
>
> *join*
>
> (*select* ounder.id *as* branch,
>
> *ifnull*(cur.display_symbol, l.currency_code) *as* currency,
>
> *count*(*distinct*(c.id)) *as* client_count,
>
> *count*(*distinct*(l.id)) *as*  active_loan_count,
>
> *count*(*distinct*(*if*(laa.loan_id *is* *not* *null*,  l.id, *null*)  ))
> *as* loans_in_arrears_count,
>
>
>
> *sum*(l.principal_disbursed_derived) *as* principal,
>
> *sum*(l.principal_repaid_derived) *as* principal_repaid,
>
> *sum*(l.principal_outstanding_derived) *as* principal_outstanding,
>
> *sum*(laa.principal_overdue_derived) *as* principal_overdue,
>
>
>
> *sum*(l.interest_charged_derived) *as* interest,
>
> *sum*(l.interest_repaid_derived) *as* interest_repaid,
>
> *sum*(l.interest_outstanding_derived) *as* interest_outstanding,
>
> *sum*(laa.interest_overdue_derived) *as* interest_overdue,
>
>
>
> *sum*(l.fee_charges_charged_derived) *as* fees,
>
> *sum*(l.fee_charges_repaid_derived) *as* fees_repaid,
>
> *sum*(l.fee_charges_outstandin

Portfolio at Risk

2017-03-10 Thread Zayyyad A. Said

 

Devs,

 

I have noted that the reports showing Portfolio at Risk % are not really
reporting the right PAR but Arrears Rate.

 

There is a difference between the two:

 

PAR is how much does the MFI stand to lose if all delinquent clients
completely default and thus its calculated by taking sum of all unpaid
balance for loan with past due repayments divided by total outstanding
balance.

 

Arrears rate determine what percentage of the portfolio is overdue and this
is simple principal overdue divided by principal outstanding (what the
reports are currently reporting as PAR now).

 

I would like to add "Loan Balance in Arrears" in the below code, could
someone please guide me on how I can do that?

 

select concat(repeat("..",

((LENGTH(mo.`hierarchy`) - LENGTH(REPLACE(mo.`hierarchy`, '.', '')) - 1))),
mo.`name`) as "Office/Branch", x.currency as Currency,

x.client_count as "No. of Clients", x.active_loan_count as "No. Active
Loans", x. loans_in_arrears_count as "No. of Loans in Arrears",

x.principal as "Total Loans Disbursed", x.principal_repaid as "Principal
Repaid", x.principal_outstanding as "Principal Outstanding",
x.principal_overdue as "Principal Overdue",

x.interest as "Total Interest", x.interest_repaid as "Interest Repaid",
x.interest_outstanding as "Interest Outstanding", x.interest_overdue as
"Interest Overdue",

x.fees as "Total Fees", x.fees_repaid as "Fees Repaid", x.fees_outstanding
as "Fees Outstanding", x.fees_overdue as "Fees Overdue",

x.penalties as "Total Penalties", x.penalties_repaid as "Penalties Repaid",
x.penalties_outstanding as "Penalties Outstanding", x.penalties_overdue as
"Penalties Overdue",

 

(case

when ${parType} = 1 then

cast(round((x.principal_overdue * 100) / x.principal_outstanding, 2) as
char)

when ${parType} = 2 then

cast(round(((x.principal_overdue + x.interest_overdue) * 100) /
(x.principal_outstanding + x.interest_outstanding), 2) as char)

when ${parType} = 3 then

cast(round(((x.principal_overdue + x.interest_overdue + x.fees_overdue) *
100) / (x.principal_outstanding + x.interest_outstanding +
x.fees_outstanding), 2) as char)

when ${parType} = 4 then

cast(round(((x.principal_overdue + x.interest_overdue + x.fees_overdue +
x.penalties_overdue) * 100) / (x.principal_outstanding +
x.interest_outstanding + x.fees_outstanding + x.penalties_overdue), 2) as
char)

else "invalid PAR Type"

end) as "Portfolio at Risk %"

from m_office mo

join

(select ounder.id as branch,

ifnull(cur.display_symbol, l.currency_code) as currency,

count(distinct(c.id)) as client_count,

count(distinct(l.id)) as  active_loan_count,

count(distinct(if(laa.loan_id is not null,  l.id, null)  )) as
loans_in_arrears_count,

 

sum(l.principal_disbursed_derived) as principal,

sum(l.principal_repaid_derived) as principal_repaid,

sum(l.principal_outstanding_derived) as principal_outstanding,

sum(laa.principal_overdue_derived) as principal_overdue,

 

sum(l.interest_charged_derived) as interest,

sum(l.interest_repaid_derived) as interest_repaid,

sum(l.interest_outstanding_derived) as interest_outstanding,

sum(laa.interest_overdue_derived) as interest_overdue,

 

sum(l.fee_charges_charged_derived) as fees,

sum(l.fee_charges_repaid_derived) as fees_repaid,

sum(l.fee_charges_outstanding_derived)  as fees_outstanding,

sum(laa.fee_charges_overdue_derived) as fees_overdue,

 

sum(l.penalty_charges_charged_derived) as penalties,

sum(l.penalty_charges_repaid_derived) as penalties_repaid,

sum(l.penalty_charges_outstanding_derived) as penalties_outstanding,

sum(laa.penalty_charges_overdue_derived) as penalties_overdue

 

from m_office o

join m_office ounder on ounder.hierarchy like concat(o.hierarchy, '%')

and ounder.hierarchy like concat('${currentUserHierarchy}', '%')

join m_client c on c.office_id = ounder.id

join m_loan l on l.client_id = c.id

left join m_loan_arrears_aging laa on laa.loan_id = l.id

left join m_currency cur on cur.code = l.currency_code

 

where o.id = ${officeId}

and (l.currency_code = "${currencyId}" or "-1" = "${currencyId}")

and (l.product_id = "${loanProductId}" or "-1" = "${loanProductId}")

and (ifnull(l.loan_officer_id, -10) = "${loanOfficerId}" or "-1" =
"${loanOfficerId}")

and (ifnull(l.fund_id, -10) = ${fundId} or -1 = ${fundId})

and (ifnull(l.loanpurpose_cv_id, -10) = ${loanPurposeId} or -1 =
${loanPurposeId})

and l.loan_status_id = 300

group by ounder.id, l.currency_code) x on x.branch = mo.id

order by mo.hierarchy, x.Currency

 

 

Thanks & Regards;

 

 

***

Zayyad A. Said | Chairman & C.E.O

 

Cell No.: +254 716 615274 | Skype: zsaid2011

Email:  
zay...@intrasofttechnologies.com

[jira] [Resolved] (FINERACT-379) Can not link a Saving account to during Group Loan Application

2017-03-10 Thread Shaik Nazeer Hussain (JIRA)


 [ 
https://issues.apache.org/jira/browse/FINERACT-379?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Shaik Nazeer Hussain resolved FINERACT-379.
---
   Resolution: Fixed
 Assignee: Santosh Math  (was: Shaik Nazeer Hussain)
Fix Version/s: 0.7.0-incubating

> Can not link a Saving account to during Group Loan Application
> --
>
> Key: FINERACT-379
> URL: https://issues.apache.org/jira/browse/FINERACT-379
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Santosh Math
>  Labels: p1
> Fix For: 0.7.0-incubating
>
>
> Reported by Lajeo at https://mifosforge.jira.com/browse/MIFOSX-1372
> and also: https://github.com/openMF/community-app/issues/1678
> You can not link a saving account during group loan application.



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[jira] [Assigned] (FINERACT-379) Can not link a Saving account to during Group Loan Application

2017-03-10 Thread Shaik Nazeer Hussain (JIRA)


 [ 
https://issues.apache.org/jira/browse/FINERACT-379?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Shaik Nazeer Hussain reassigned FINERACT-379:
-

Assignee: Shaik Nazeer Hussain  (was: Markus Geiss)

> Can not link a Saving account to during Group Loan Application
> --
>
> Key: FINERACT-379
> URL: https://issues.apache.org/jira/browse/FINERACT-379
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Shaik Nazeer Hussain
>  Labels: p1
> Fix For: 0.7.0-incubating
>
>
> Reported by Lajeo at https://mifosforge.jira.com/browse/MIFOSX-1372
> and also: https://github.com/openMF/community-app/issues/1678
> You can not link a saving account during group loan application.



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[jira] [Commented] (FINERACT-378) Not able to link savings account in Bulk JLG Loan application page

2017-03-10 Thread ASF GitHub Bot (JIRA)


[ 
https://issues.apache.org/jira/browse/FINERACT-378?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=15904772#comment-15904772
 ] 

ASF GitHub Bot commented on FINERACT-378:
-

GitHub user nazeer1100126 opened a pull request:

https://github.com/apache/incubator-fineract/pull/308

FINERACT-378 and 379 : Can not link a Saving account to during Group Loan 
Application and Bluck JLG Loan application



You can merge this pull request into a Git repository by running:

$ git pull https://github.com/nazeer1100126/incubator-fineract FINERACT-379

Alternatively you can review and apply these changes as the patch at:

https://github.com/apache/incubator-fineract/pull/308.patch

To close this pull request, make a commit to your master/trunk branch
with (at least) the following in the commit message:

This closes #308


commit 0296fd4351f78d3d7758167bdc58fa2ca3e4f2db
Author: nazeer1100126 
Date:   2017-03-10T08:15:54Z

FINERACT-378 and 379 : Can not link a Saving account to during Group Loan 
Application and Bluck JLG Loan application




> Not able to link savings account in Bulk JLG Loan application page
> --
>
> Key: FINERACT-378
> URL: https://issues.apache.org/jira/browse/FINERACT-378
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>  Labels: p1
> Attachments: 11.png
>
>
> Reported by Subramanya at https://mifosforge.jira.com/browse/MIFOSX-1570
> And also: https://github.com/openMF/community-app/issues/1681
> Original Description:
> Create a Center with meeting date, create Group under that Center and attach 
> 3 Clients under that Group, Create a Loan product
> Click on the Center -> Groups -> Select a particular Group ->Click on Bulk 
> JLG Loan Application button -> Select the Loan product - In which Link 
> savings account drop-down is not displaying.
> If any loan charges due is need to be collected from Linked savings account 
> then it is not possible in this case. Check  the screenshot.



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[jira] [Closed] (FINERACT-378) Not able to link savings account in Bulk JLG Loan application page

2017-03-10 Thread Santosh Math (JIRA)


 [ 
https://issues.apache.org/jira/browse/FINERACT-378?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math closed FINERACT-378.
-
Resolution: Fixed

Not reproducible

> Not able to link savings account in Bulk JLG Loan application page
> --
>
> Key: FINERACT-378
> URL: https://issues.apache.org/jira/browse/FINERACT-378
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>  Labels: p1
> Attachments: 11.png
>
>
> Reported by Subramanya at https://mifosforge.jira.com/browse/MIFOSX-1570
> And also: https://github.com/openMF/community-app/issues/1681
> Original Description:
> Create a Center with meeting date, create Group under that Center and attach 
> 3 Clients under that Group, Create a Loan product
> Click on the Center -> Groups -> Select a particular Group ->Click on Bulk 
> JLG Loan Application button -> Select the Loan product - In which Link 
> savings account drop-down is not displaying.
> If any loan charges due is need to be collected from Linked savings account 
> then it is not possible in this case. Check  the screenshot.



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[jira] [Commented] (FINERACT-331) In edit client if the Legal Form is modified from entity to person not getting updated as person after submission

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[jira] [Resolved] (FINERACT-379) Can not link a Saving account to during Group Loan Application

[jira] [Assigned] (FINERACT-379) Can not link a Saving account to during Group Loan Application

[jira] [Commented] (FINERACT-378) Not able to link savings account in Bulk JLG Loan application page

[jira] [Closed] (FINERACT-378) Not able to link savings account in Bulk JLG Loan application page

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