[jira] [Created] (FINERACT-606) Not able to delete groups which are assigned to center

2018-03-08 Thread Santosh Math (JIRA)
Santosh Math created FINERACT-606:
-

 Summary: Not able to delete groups which are assigned to center
 Key: FINERACT-606
 URL: https://issues.apache.org/jira/browse/FINERACT-606
 Project: Apache Fineract
  Issue Type: Bug
Reporter: Santosh Math
Assignee: Myrle Krantz


# Create a new center.
 # Add existing group to the center using 'Manage groups' option under center.
 # Again go to 'Manage Groups' and try to remove group from center.

>throwing validation:  

field is required
error.msg.group.not.in.center -
 
[https://staging.openmf.org/#/managegroupmembers/3]
 
mifos/password



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[jira] [Updated] (FINERACT-200) Separate Current Accounts from Savings Accounts

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-200?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-200:
--
Labels: gsoc p3  (was: p3)

> Separate Current Accounts from Savings Accounts
> ---
>
> Key: FINERACT-200
> URL: https://issues.apache.org/jira/browse/FINERACT-200
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>
> https://mifosforge.jira.com/browse/MIFOSX-1361
> Current Accounts and Savings accounts are two different category of deposit 
> products. At least at the User Interface, these should be treated as two 
> different products. At the platform level, we should have a field that 
> differentiate these (perhaps m_savings.product.deposit_type_enum and 
> m_savings_account.account_type_enum)
> Savings accounts should not allow overdraft and hence the parameters 
> associated to overdraft can be defaulted to null.
> Current accounts allow overdraft and overdraft limits and charges/interest 
> for overdrafts. Also they usually have zero interest rate, but we should 
> retain the interest rate fields for current account.
> Fees - should be separated out for current accounts and savings accounts.
> Also, need to be evaluated how this will impact savings reports.



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[jira] [Updated] (FINERACT-17) Community App does not load on very slow 2g internet connections

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-17?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-17:
-
Labels: gsoc p3  (was: p3)

> Community App does not load on very slow 2g internet connections
> 
>
> Key: FINERACT-17
> URL: https://issues.apache.org/jira/browse/FINERACT-17
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: System
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Blocker
>  Labels: gsoc, p3
>
> https://mifosforge.jira.com/browse/MIFOSX-2164
> The community app does not load on very slow 2g internet connections.
> You should be able to reproduce the same by using a tool like 
> http://www.netlimiter.com/ and throttling the speed to less than 40 kb/ps . 
> You would need to do this after clearing your cache or on a private tab to 
> ensure that the community app is not already cached.



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[jira] [Updated] (FINERACT-210) Database Tampering and Detection of Data Fraud by Using the Forensic Scrutiny Technique

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-210?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-210:
--
Labels: gsoc p3  (was: p3)

> Database Tampering and Detection of Data Fraud by Using the Forensic Scrutiny 
> Technique
> ---
>
> Key: FINERACT-210
> URL: https://issues.apache.org/jira/browse/FINERACT-210
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> Abstract
> Database Tampering and the Data Fiddle is one of the important role in 
> Database Management System (DBMS).To Provide the security to the Data Storage 
> Has Become Requirement of our time. The Main Objective of this is to choose 
> among different techniques the best and detection of different Places in 
> Database. We could use the cryptographic hash
> algorithm to discover the tampering of a Database. Consequently the Tiled 
> Bitmap Forensic analysis algorithm helps to find at what time and possibly 
> finally who and why Tamper the Database. This algorithm establish the concept 
> of applicant places (possible places of spot tampering) and prevent the 
> intruder, the computing of the candidate set is
> also presented.



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[jira] [Updated] (FINERACT-224) Linked account for topup loans should be displayed in both "from" and "to" Account details apge

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-224?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-224:
--
Labels: gsoc p3  (was: p3)

> Linked account for topup loans should be displayed in both "from" and "to" 
> Account details apge
> ---
>
> Key: FINERACT-224
> URL: https://issues.apache.org/jira/browse/FINERACT-224
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: subramanyasn
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> Currently if the top up loan is disbursed, in the account details page of the 
> new loan, the closed loan account ID is getting displayed, it would be better 
> if the ID of the new loan (because of which the loan account closed) should 
> be displayed in the closed loan also. 



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[jira] [Updated] (FINERACT-232) Ability to Post General Ledger Entries Directly to Customer Account

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-232?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-232:
--
Labels: gsoc p3  (was: p3)

> Ability to Post General Ledger Entries Directly to Customer Account
> ---
>
> Key: FINERACT-232
> URL: https://issues.apache.org/jira/browse/FINERACT-232
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Accounting
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
> Attachments: Complete New UI Mock up for Journal Entry Screen.png, 
> Enhancements for Journal Entry.pdf
>
>
> https://mifosforge.jira.com/browse/MIFOSX-2182
> From MIFOS X: As an accountant, i would like to be able to make a transfer 
> from a client's account (Savings Account or Loan Account) to a GL Account and 
> also be able to make transfer from a GL Account (e.g Cash at Hand) to 
> Client's Account (e.g Savings Account or Loan Account)



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[jira] [Updated] (FINERACT-236) Savings product configuration changes should affect existing accounts

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-236?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-236:
--
Labels: gsoc p3 requirements  (was: p3 requirements)

> Savings product configuration changes should affect existing accounts
> -
>
> Key: FINERACT-236
> URL: https://issues.apache.org/jira/browse/FINERACT-236
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3, requirements
>
> https://mifosforge.jira.com/browse/MIFOSX-2510
> If an institution changes a configuration in either a particular loans or 
> savings product, this change should be applied to already existing accounts 
> created. 
> E.g if during savings product creation, MFI sets Min Balance as 5,000 and 
> after some time decided to change it 10,000 then i think this should not be 
> applied to new accounts created after this change but rather cut across any 
> other existing account. This should apply to loan product configurations.
> These are some of the ways this can be achieved:-
> # This product configuration account values like Min Balance, Interest rate 
> etc should not be stored in the account table but rather a pointer can be set 
> to them
> # When a change is made to a product configuration, in the respective 
> accounts table i.e loan account table or savings account table depending on 
> the product type being modified, changes must be updated accounting like if 
> interest rate or min balance value is change, query should be include when 
> submitting these changes to effect them in the account table, some time like
> select * from m_savings_account where product_id = (product id being 
> modified), then update the necessary values in the table
> This should be for :-
> * Savings Product
> * Recurring Deposit
> * Fixed Deposit
> * Charges



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[jira] [Updated] (FINERACT-239) Ability to adjust Principal and Interest as a super user

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-239?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-239:
--
Labels: gsoc p3  (was: p3)

> Ability to adjust Principal and Interest as a super user
> 
>
> Key: FINERACT-239
> URL: https://issues.apache.org/jira/browse/FINERACT-239
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> https://mifosforge.jira.com/browse/MIFOSX-2518
> This should allow you to make adjustments on the principal and/or interest 
> balances of a loan account for correction purposes. The adjustment process 
> should always be a voucher transaction not cash and should be fixed by 
> default.
> *Credit Principal*. This allows you to correct an erroneous posting of 
> disbursement, whether a wrong amount was posted for the disbursement or it 
> was posted to a wrong account.
> *Debit Principal*. This allows you to correct an erroneous posting of a 
> repayment, whether a wrong amount was posted or it was posted to a wrong 
> account.
> *Credit Accrual. *This allows you to correct erroneous posting of loan 
> accruals—interest, penalties and charges—to an account or to waive penalties. 
> This is also used to reduce accruals whenever there was a delay in the 
> posting of a repayment.
> *Debit Accrual.* This allows you to apply loan accruals—interest, penalties 
> and charges—to an account in cases of repayment cancellation. This is 
> particularly necessary if the cancellation occurred after the day that the 
> repayment was posted



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[jira] [Updated] (FINERACT-255) Customer Complaint Handling

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-255?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-255:
--
Labels: gsoc p3  (was: p3)

> Customer Complaint Handling
> ---
>
> Key: FINERACT-255
> URL: https://issues.apache.org/jira/browse/FINERACT-255
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Edward Cable
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> Moved over from https://mifosforge.jira.com/browse/MIFOSX-2299
> This is an oft-requested feature and the specification needs to be developed 
> based on community requirements. 



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[jira] [Updated] (FINERACT-240) System User Administrations

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-240?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-240:
--
Labels: gsoc p3  (was: p3)

> System User Administrations 
> 
>
> Key: FINERACT-240
> URL: https://issues.apache.org/jira/browse/FINERACT-240
> Project: Apache Fineract
>  Issue Type: Wish
>  Components: System
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> https://mifosforge.jira.com/browse/MIFOSX-2185
> As a system administrator, I would like to be able to:-
> * see which user is logged or not logged into Mifos X.
> ||User Name||Status||
> |mifos|Connected|
> |admin|Connected|
> |robert|Not Connected|
> * forcefully logout a logged in user remotely
> * not be able to edit user credentials plus assigning a role when a user is 
> logged in
> * see which machine the user is logged in from
> * restrict users from logging in from multiple computer/devices 
> simultaneously i.e if user A is logged in from PC1, and if he tries to login 
> from PC2, Mifos X should be able to tell the user that he is already login 
> from PC1 and should reject this login unless he logout from PC1 then he can 
> proceed with this login session
> * enable audit trail to track PC/Device names with user name against any 
> action the user performs in Mifos X e.g Creating a client. a column can be 
> added (pc_name) for this.
> All this can make administration and tracking of any errors perfect



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[jira] [Updated] (FINERACT-250) Plance Guarantor Funds On Hold

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-250?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-250:
--
Labels: gsoc p3  (was: confirm p3)

> Plance Guarantor Funds On Hold
> --
>
> Key: FINERACT-250
> URL: https://issues.apache.org/jira/browse/FINERACT-250
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> Functional Spec:  
> https://cwiki.apache.org/confluence/display/FINERACT/Blocking+Funds+in+Guarantor+Account



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[jira] [Updated] (FINERACT-253) Charge time type on Client Charges

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-253?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-253:
--
Labels: gsoc p3  (was: p3)

> Charge time type on Client Charges
> --
>
> Key: FINERACT-253
> URL: https://issues.apache.org/jira/browse/FINERACT-253
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> https://mifosforge.jira.com/browse/MIFOSX-2315
> Currently client charges can only be created for a Specified Due Date.
> This poses a challenge to organizations which charges their members periodic 
> fees e.g. Welfare Groups which charges monthly subscription fee which is an 
> income to the organization or MFIs which does Annual Membership Renewal Fee.
> Charge time type for Client Charges to be extended to also include the 
> following:
> *  Daily - For those who would wish to charge daily fee.
> *  Weekly - For those who would wish to charge Weekly fee
> *  Monthly - For those who would wish to charge Monthly fee
> *  Annual - For those who would wish to charge Annual fee.
> When any of the above option is selected, then a new option to specify 
> frequency must appear so that the Admin can input number of Repeats for that 
> particular fee (annual fee not really necessary as the charge should be for 1 
> year.
> ADDITIONAL COMMENT:
> Client Level Fee was partially implemented in V15.09. Membership fee 
> functionality is missing to allow for customized drop down (see attached 
> image). The only option is "specified date" I do not see this feature in 
> Manage Code list, so I see no area where additional options can be added for 
> this drop down field. There should be an option for "at client creation" so 
> that the work flow can follow as described in: 
> https://mifosforge.jira.com/wiki/x/eICDBQ



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[jira] [Updated] (FINERACT-246) To add new tenants with active scheduler jobs without restarting the server.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-246?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-246:
--
Labels: gsoc p3  (was: p3)

> To add new tenants with active scheduler jobs without restarting the server.
> 
>
> Key: FINERACT-246
> URL: https://issues.apache.org/jira/browse/FINERACT-246
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: System
>Reporter: shreyaank
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>




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[jira] [Updated] (FINERACT-388) Improvement in the characters allowed in the column names of Data tables

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-388?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-388:
--
Labels: gsoc p3 volunteers  (was: p3 volunteers)

> Improvement in the characters allowed in the column names of Data tables
> 
>
> Key: FINERACT-388
> URL: https://issues.apache.org/jira/browse/FINERACT-388
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Data Tables
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3, volunteers
> Attachments: Datatable.png
>
>
> Reported by Mexina Daniel at https://mifosforge.jira.com/browse/MIFOSX-2826.
> Original Description:
> The system when configuring Data tables, in the field of column name it does 
> not allow some of the characters which it could be better to be allowed. For 
> instance when you want to call your column "Guarantor's phone number" or "A/C 
> No" the system through an error because of character ' and /
> I would suggest for the system to be able to allow other characters rather 
> than alpha-numeric only.



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[jira] [Updated] (FINERACT-305) Dropdowns are using values directly from API instead of using translation

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-305?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-305:
--
Labels: gsoc p3  (was: p3)

> Dropdowns are using values directly from API instead of using translation
> -
>
> Key: FINERACT-305
> URL: https://issues.apache.org/jira/browse/FINERACT-305
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>
> Reported by  Chandrika at https://mifosforge.jira.com/browse/MIFOSX-2081
> Original Description:
> For example, the below dropdown uses documenttype.name from API (which is by 
> default in English language).Instead we should use 
> translate(documenttype.name) so that the values will be in sync with the 
> respective language selected by user.
>  ng-options="documenttype.id as documenttype.name for documenttype in 
> documenttypes" value="documenttype.id" required="required" 
> class="form-control">



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[jira] [Updated] (FINERACT-290) Additional collateral options. (pawn shop support)

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-290?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-290:
--
Labels: gsoc p3  (was: p3)

> Additional collateral options. (pawn shop support)
> --
>
> Key: FINERACT-290
> URL: https://issues.apache.org/jira/browse/FINERACT-290
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>
> Reported by MIFOS@FINA at https://mifosforge.jira.com/browse/MIFOSX-1734
> Original Description:
> In order to implement Mifos in Georgia and post-soviet region, we need 
> additional pawn shop collateral support. For example functionality to bind a 
> car to a loan, with all the details of the car. Also is we want to bind a 
> house with a price 100 000$ to a loan, and the loan is only 10 000$, we must 
> be able to bind the house to another loan ( up to 90 000$ ).



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[jira] [Updated] (FINERACT-395) Add datatables to Staff

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-395?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-395:
--
Labels: gsoc p3  (was: p3)

> Add datatables to Staff
> ---
>
> Key: FINERACT-395
> URL: https://issues.apache.org/jira/browse/FINERACT-395
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Data Tables
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>
> Reported by Swapnil at https://mifosforge.jira.com/browse/MIFOSX-2344
> If Datatables can be linked to Staff it will help to maintain different 
> parameters like Attendance, Office assignment history, HR profile etc.



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[jira] [Updated] (FINERACT-277) No option to writeoff Overdraft account in Client savings account page

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-277?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-277:
--
Labels: gsoc p3  (was: p3)

> No option to writeoff Overdraft account in Client savings account page
> --
>
> Key: FINERACT-277
> URL: https://issues.apache.org/jira/browse/FINERACT-277
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> Reported by Subramanya at https://mifosforge.jira.com/browse/MIFOSX-1363
> Original Description: 
> Write off option in overdraft account (in savings) is not present. It should 
> be implemented.
> In Saving product creation page for cash based accounting writeoff is 
> introduced under Expense heading



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[jira] [Updated] (FINERACT-408) When closing Savings account and Withdraw Balance option is enabled, only cash withdrawal is possible, not able to withdraw to a GL Account by Voucher

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-408?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-408:
--
Labels: fineract-2.0 gsoc p3  (was: confirm fineract-2.0 p3)

> When closing Savings account and Withdraw Balance option is enabled, only 
> cash withdrawal is possible, not able to withdraw to a GL Account by Voucher
> --
>
> Key: FINERACT-408
> URL: https://issues.apache.org/jira/browse/FINERACT-408
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Critical
>  Labels: fineract-2.0, gsoc, p3
>
> As a system admin, i should be able to close a savings account and make 
> Balance withdrawal to a GL Account (Contra Account) and payment type for this 
> should be restricted to by Voucher only.
> If Withdraw Balance is not to a GL Account then Cash Payment Type.
> Extend this functionality of Withdraw Balance to Share Accounts too.



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[jira] [Updated] (FINERACT-396) Append the word 'datatable' in the code value to avoid name collision during upgrades

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-396?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-396:
--
Labels: gsoc p3  (was: p3)

> Append the word 'datatable' in the code value to avoid name collision during 
> upgrades
> -
>
> Key: FINERACT-396
> URL: https://issues.apache.org/jira/browse/FINERACT-396
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Data Tables
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>
> Reported by Thynn Winn at https://mifosforge.jira.com/browse/MIFOSX-2812
> Original Description:
> There is a unique constraint on m_permission.code.
> During our upgrade from 16.03.03 to 16.11.01, we had a code value collision 
> and couldn't execute the permission section of upgrade script V316. We had a 
> datatable entry with 'Address' and the code for permission was already 
> created with grouping = datatable.
> When this script V316 makes entries to m_permission with the same code 
> values, it's erroring out.
> Since users can create any values in datatable, we should either append 
> 'datatable' in the code value as part of data table creation process or make 
> the unique key on both columns – grouping and code (not just code alone). The 
> former is safer for those who are using the application heavily.
> This will eliminate the chance of colliding user data table values and the 
> enhancements the community make in the upgrade scripts.



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[jira] [Updated] (FINERACT-403) Intergrate a chat system where other system users can chat with the system admin

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-403?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-403:
--
Labels: fineract-2.0 gsoc p3  (was: fineract-2.0 p3)

> Intergrate a chat system where other system users can chat with the system 
> admin
> 
>
> Key: FINERACT-403
> URL: https://issues.apache.org/jira/browse/FINERACT-403
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: fineract-2.0, gsoc, p3
>
> As a user at one branch of an MFI which can be in a different country, i 
> should be able to have an inbuilt chat system with Fineract to interact with 
> my IT Officer at the head officer to trouble should any problem
> As systems users at institutional level (different MFIs have a common chat 
> room), we should be able to have open chat (group chat) or private chat with 
> system developers especially one that handles users and have troubleshot 
> discussion



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[jira] [Updated] (FINERACT-391) Fund Management-Delete Enhancement

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-391?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-391:
--
Labels: gsoc p3  (was: p3)

> Fund Management-Delete Enhancement
> --
>
> Key: FINERACT-391
> URL: https://issues.apache.org/jira/browse/FINERACT-391
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p3
>
> Reported by Agness Meena at https://mifosforge.jira.com/browse/MIFOSX-2822
> Go to Admin > Organization > Manage Fund
> Once you create a new fund you can only edit it but not deleting it.
> Need a Delete button to delete existing fund. 



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[jira] [Updated] (FINERACT-409) Improvement to min_required_balance: Make minimum balance for all savings accounts global

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-409?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-409:
--
Labels: gsoc p3 volunteers  (was: p3 volunteers)

> Improvement to min_required_balance: Make minimum balance for all savings 
> accounts global
> -
>
> Key: FINERACT-409
> URL: https://issues.apache.org/jira/browse/FINERACT-409
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3, volunteers
>
> Currently when you have created savings account for a product, the minimum 
> balance for that product is one capture and entered in min_required_balance 
> for this savings account. Now if you change the minimum balance for this 
> product, accounts already created are not affected by this changes i.e 
> min_required_balance is not updated for the accounts in existence.
> Any changes in min required balance should affect all accounts of that 
> product i.e those accounts already created and those yet to be created. This 
> will make sense and will be fair to all clients



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[jira] [Updated] (FINERACT-404) Send SMS with custom text to every staff in an Office manually from UI

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-404?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-404:
--
Labels: gsoc p3  (was: p3)

> Send SMS with custom text to every staff in an Office manually from UI
> --
>
> Key: FINERACT-404
> URL: https://issues.apache.org/jira/browse/FINERACT-404
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Trivial
>  Labels: gsoc, p3
>
> Reported by [~vorburger] at https://mifosforge.jira.com/browse/MIFOSX-776
> Original Description:
> (Based on https://mifosforge.jira.com/browse/MIFOSX-775)
> The goal of this issue is to offer an end-user a UI to send a manual SMS 
> message to a all Staff in an Office.
> I'm not sure exactly where in the new AngularJS-based community-app such an 
> action would be made available - others should comment.
> I'd expect that the looping over all staff, given an office ID, would happen 
> on the server side via a new REST API (although theoretically you could do 
> this in JS on the client-side as well).



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[jira] [Updated] (FINERACT-407) Ability to Re-open closed Accounts (especially Savings and Share Accounts)

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-407?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-407:
--
Labels: fineract-2.0 gsoc p3  (was: confirm fineract-2.0 p3)

> Ability to Re-open closed Accounts (especially Savings and Share Accounts)
> --
>
> Key: FINERACT-407
> URL: https://issues.apache.org/jira/browse/FINERACT-407
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: fineract-2.0, gsoc, p3
>
> When a client has not make transactions for many years for example, the MFI 
> may not know if the client is alive or dead so the MFI can decide to close 
> this client's Accounts (Savings and Share Accounts). The balances of this 
> account can be transferred to a GL Account.
> Client - GL Transfer: DR Client Accounts and CR. GL Account e.g Share Transfer
> After some time, the client surfaces and would like to make transactions on 
> his accounts.
> As a system admin, i should be able to re-open these closed accounts and be 
> able to transfer the balances from the contra Account back to client's 
> Savings Account either automatically or manually through batch/journal 
> Entries where you DR. GL Accounts affected (where the balances are 
> transferred) and Credit Clients Savings and Share Accounts with the balances 
> at closure.



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[jira] [Updated] (FINERACT-424) SELF-SERVICE: store 4 digit pin on back-end

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-424?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-424:
--
Labels: gsoc p3  (was: p3)

> SELF-SERVICE: store 4 digit pin on back-end
> ---
>
> Key: FINERACT-424
> URL: https://issues.apache.org/jira/browse/FINERACT-424
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Edward Cable
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p3
>
> First off, in order to make it easier for a user to log in and not have to 
> fully authenticate themselves each time they leave the self-service app, we 
> wanted to enable a 4 digit pin code that could be used to log in to the app 
> (once fully authenticated for a first time). This is pretty standard practice 
> in banking apps.
> We didn't want to store that locally since it wouldn't be secure on phones 
> that are rooted.
> With that constraint, we need to be able to store this pin on the back-end - 
> then it can also be shared across phones as well.
> See https://github.com/openMF/self-service-app/issues/115 and 
> https://github.com/openMF/self-service-app/issues/132



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[jira] [Updated] (FINERACT-227) Option For Creating Loan Loss provisioning for total principle outstanding or total outstanding

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-227?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-227:
--
Labels: gsoc p2  (was: p2)

> Option For Creating Loan Loss provisioning for total principle outstanding or 
> total outstanding
> ---
>
> Key: FINERACT-227
> URL: https://issues.apache.org/jira/browse/FINERACT-227
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: venkat Ganesh
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>




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[jira] [Updated] (FINERACT-251) Ability to set Maximum withdrawal amount per day

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-251?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-251:
--
Labels: gsoc p2  (was: p2)

> Ability to set Maximum withdrawal amount per day
> 
>
> Key: FINERACT-251
> URL: https://issues.apache.org/jira/browse/FINERACT-251
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> https://mifosforge.jira.com/browse/MIFOSX-1873
> There should be a limit for Client withdrawal from a savings amount. Say the 
> MFI can Set 700,000 as withdrawal limit on any savings product. A client can 
> withdrawal several times in a day as long as the limit is not exceeded. But 
> when that limit is reached, the system should reject account withdrawal till 
> the following day which normally starts at Mid-Night. This is also importance 
> in the future where ATM functionality is introduced in Mifos.
> This should be set during Savings Product creation only.
> Also on the view savings page there should be two type of balances:
> 1. Current or Actual Balance, this show the balance in the savings account.
> 2. Available balance (= Current or Actual Balance minus Minimum Balance 
> Required) i.e the amount that can not be withdrawn from the account is 
> enforce Min. balance is set to true. This is good for quick reference to tell 
> a client what amount he/she can withdraw from the savings account, saves time 
> of manual calculation.
> See Screen mockup
> Options



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[jira] [Updated] (FINERACT-238) Account Entry Closure

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-238?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-238:
--
Labels: gsoc p2  (was: p2)

> Account Entry Closure
> -
>
> Key: FINERACT-238
> URL: https://issues.apache.org/jira/browse/FINERACT-238
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Critical
>  Labels: gsoc, p2
>
> https://mifosforge.jira.com/browse/MIFOSX-2644
> When making account closure for a day, the system should reject closing 
> entries if there are some users logged into the system. It should only allow 
> one user with rights to make closing entry to do this else should throw error 
> that users are still logged into the system hence can not close books of 
> accounts. 
> This can be used to make End of days. At this point it should check all wrong 
> journal entry posting and generated reports accounting especially GL Accounts 
> balances against Customer Account balances - Totals should be the same e.g 
> Voluntary Savings GL total = Voluntary Customer Savings total etc



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[jira] [Updated] (FINERACT-322) Rewarding Early Repayment

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-322?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-322:
--
Labels: gsoc p2  (was: p2)

> Rewarding Early Repayment
> -
>
> Key: FINERACT-322
> URL: https://issues.apache.org/jira/browse/FINERACT-322
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Shepard Chihoro at https://mifosforge.jira.com/browse/MIFOSX-2520
> Original Description:
> MIFOSX does not reward customers who make early repayments on a flat interest 
> calculation method.My normal client contract is has a maximum repayment 
> period of 6 months and a minimum repayment period of 3 months.On 
> disbursement,MIFOSX calculates the interest for the entire 6 months and makes 
> principal and interest for 6 months outstanding.In the event that the 
> customer repays the full principal in 3 months,the customer`s account remains 
> with 3 months interest due.I would like to see interest outstanding being 
> stopped once the principal has been repaid in full.



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[jira] [Updated] (FINERACT-362) Configure Penalty Charge depending on loan's interest rate

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-362?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-362:
--
Labels: gsoc p2  (was: p2)

> Configure Penalty Charge depending on loan's interest rate
> --
>
> Key: FINERACT-362
> URL: https://issues.apache.org/jira/browse/FINERACT-362
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Lionel Raymundi
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> Our business requirement is to charge penalties for unpaid overdued 
> installments as follows:
> "Every overdue day, charge (installment capital) * (daily interest rate * 
> 1.5)"
> In other words, this means to penalize the overdue by charging a 50% more of 
> the agreed interest over the due capital. 
> To solve this, a new Charge Calculation type could be created. It should be 
> something like "% Amount of the installment * Annual nominal interest rate / 
> 100". 



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[jira] [Updated] (FINERACT-269) Add Info Base on Clients Account - Loans, Shares, Fixed Deposit, Loans and Recuring Deposit Account

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-269?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-269:
--
Labels: gsoc p2  (was: p2)

> Add Info Base on Clients Account - Loans, Shares, Fixed Deposit, Loans and 
> Recuring Deposit Account
> ---
>
> Key: FINERACT-269
> URL: https://issues.apache.org/jira/browse/FINERACT-269
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Client
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
> Attachments: Infobase.pdf
>
>
> Infobase
> This allows you to add free-form descriptions or notes to certain accounts. 
> These notes can be unlimited in size and can be used to provide all kind of 
> additional information about any account or its owner.
> Later then whenever this account will be accessed this information will be 
> displayed on the screen as in following example.
> See attachment for visual explanation
>  



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[jira] [Updated] (FINERACT-254) Password Email Notice

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-254?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-254:
--
Labels: Volunteer gsoc p2  (was: Volunteer p2)

> Password Email Notice
> -
>
> Key: FINERACT-254
> URL: https://issues.apache.org/jira/browse/FINERACT-254
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Major
>  Labels: Volunteer, gsoc, p2
>
> While requesting documentation be written to describe how an organization can 
> customize the outgoing message to the user that provides their password, it 
> was discovered that this is hard coded. 
> https://mifosforge.jira.com/browse/MXD-107
> The expected result is that an organization can enter their own subject line, 
> and edit the message.



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[jira] [Updated] (FINERACT-256) Fixed Asset Register

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-256?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-256:
--
Labels: gsoc p2 volunteers  (was: p2 volunteers)

> Fixed Asset Register
> 
>
> Key: FINERACT-256
> URL: https://issues.apache.org/jira/browse/FINERACT-256
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Edward Cable
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2, volunteers
>
> Migrated over from https://mifosforge.jira.com/browse/MIFOSX-2330
> Need requirements from the community to drive forward. Please contribute to 
> specification at linked URL. 



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[jira] [Updated] (FINERACT-398) Loan write-off option add

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-398?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-398:
--
Labels: gsoc p2  (was: p2)

> Loan write-off option add
> -
>
> Key: FINERACT-398
> URL: https://issues.apache.org/jira/browse/FINERACT-398
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Joe at https://mifosforge.jira.com/browse/MIFOSX-2306
> Original Description:
> In Mifos when you write off a loan the system takes the loss off all the 
> interest and principal due that would of accrued over the course of the WHOLE 
> loan term. When we write off a loan we need the option to have the system 
> take the write off from that exact date of the write off. So the loss would 
> onlt show/post the interest and principal that have accrued to that exact 
> point of write off.
> OptionsAttachments



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[jira] [Updated] (FINERACT-400) Manage Funds Enhancement

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-400?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-400:
--
Labels: gsoc p2  (was: p2)

> Manage Funds Enhancement
> 
>
> Key: FINERACT-400
> URL: https://issues.apache.org/jira/browse/FINERACT-400
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Dayna Harp at https://mifosforge.jira.com/browse/MIFOSX-2239
> Original Description:
> For those organizations that receive donor funds that are intended to be used 
> for specific loan programs, there should be the ability to indicate the 
> amount of money in the fund. As loans for that fund type are made, the 
> available remaining funds should decline. There should also be the feature to 
> alert the loan officer when loans from that fund are gone.
> For example: https://demo2.openmf.org/preview/#/managefunds/ Add fields to 
> indicate amount of fund, date of origination, end date (if applicable), 
> description field
> This fund maps to GL
> When loan is made, system automatically makes entry to decrease the fund.
> If loan is approved for $5000 and only $3500 left in fund, Loan Officer gets 
> an alert and system allows $3500 from fund then requests a secondary source 
> for remaining approved balance.



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[jira] [Updated] (FINERACT-390) Reactivate of a group after being closed

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-390?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-390:
--
Labels: gsoc p2  (was: p2)

> Reactivate of a group after being closed
> 
>
> Key: FINERACT-390
> URL: https://issues.apache.org/jira/browse/FINERACT-390
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Groups
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Mexina Daniel at https://mifosforge.jira.com/browse/MIFOSX-2823
> Original Description:
> When the closed group wants again to apply for a loan, in Mifos X now you 
> have to create another new group 
> For better group management, i request for new feature of be able to 
> reactivate a group once it has been closed. This can help to reduce many 
> closed groups



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[jira] [Updated] (FINERACT-394) Ability to link savings account to loan after submission of loan application

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-394?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-394:
--
Labels: gsoc p2  (was: p2)

> Ability to link savings account to loan after submission of loan application
> 
>
> Key: FINERACT-394
> URL: https://issues.apache.org/jira/browse/FINERACT-394
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan, Savings
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Sangamesh at https://mifosforge.jira.com/browse/MIFOSX-2359
> Original Description:
> With the existing behaviour of linking savings account, it allows to link 
> loan while submitting the New loan application. 
> Enhancement:
> It should allow linking savings account at the following state also:- 
> 1. Submitted and pending approval,
> 2. Approved,
> 3. Active.
> Enhancement should also support linking of loan charges from a savings 
> account. 



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[jira] [Updated] (FINERACT-393) Separate Application table name should be provided for a client as Entity while creating the datatable

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-393?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-393:
--
Labels: gsoc p2  (was: p2)

> Separate Application table name should be provided for a client as Entity 
> while creating the datatable
> --
>
> Key: FINERACT-393
> URL: https://issues.apache.org/jira/browse/FINERACT-393
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Data Tables
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Subramanya at https://mifosforge.jira.com/browse/MIFOSX-2491
> Original Description:
> Now in community app the data table created for a client is getting displayed 
> under "Clients" created as client or Entity. But some of the data tables 
> created for a client is not useful for Entity. 
> Eg. Create a data table as Spouse details for a client, which is useful for a 
> client but not for entity.
> So it would be better to have separate Application table name for Entity so 
> as to avoid confusion between Client and Entity.



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[jira] [Updated] (FINERACT-384) Product Mix - for Saving Accounts

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-384?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-384:
--
Labels: gsoc p2  (was: p2)

> Product Mix - for Saving Accounts
> -
>
> Key: FINERACT-384
> URL: https://issues.apache.org/jira/browse/FINERACT-384
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> The Product mix for Loan Accounts needs to be added to cater for Savings 
> Products as some MFI have a policy to restrict a client from opening some 
> savings product together by the same client.



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[jira] [Updated] (FINERACT-405) Client/Staff SMS phone number back-end validation, incl. default country code

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-405?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-405:
--
Labels: gsoc p2  (was: p2)

> Client/Staff SMS phone number back-end validation, incl. default country code
> -
>
> Key: FINERACT-405
> URL: https://issues.apache.org/jira/browse/FINERACT-405
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Trivial
>  Labels: gsoc, p2
>
> Reported by [~vorburger] at https://mifosforge.jira.com/browse/MIFOSX-779
> Original Description:
> We'll likely start with just using String / VARCHAR as type for SMS phone 
> numbers in client/staff, but in order get serious about SMS support, the 
> "data quality" of those will quickly be fairly import.
> Therefore, it would probably be very useful if the platform technically 
> enforced that such phone numbers are always represented and stored in the 
> database including country code prefix (using the +91 ... notation).
> The should also have some validation logic in the UI enforcing this 
> (FrontlineSMS says: "This number is not in international format. This may 
> cause problems matching messages to contacts.").
> The UI could assist in making it easier to capture phone numbers and propose 
> a default country code saved in some System Administration configuration 
> somewhere when entering new phone numbers.
> The Java back-end could use some proper strongly typed self validating 
> PhoneNumber value object type, instead of just passing around String? May be 
> something like this exists already?



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[jira] [Updated] (FINERACT-414) Ability for every tenant to know the sms credit balance they have

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-414?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-414:
--
Labels: fineract-2.0 gsoc p2  (was: fineract-2.0 p2)

> Ability for every tenant to know the sms credit balance they have
> -
>
> Key: FINERACT-414
> URL: https://issues.apache.org/jira/browse/FINERACT-414
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: fineract-2.0, gsoc, p2
>
> As a system, admin, the system should be able to query my sms Credits balance 
> from my provider and alert me when credit is running low or zero so that i 
> can buy more credits other than be caught in a situation where you think you 
> have credits and yet you don't and sms are not being sent.



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[jira] [Updated] (FINERACT-426) Filter to optionally compress response with gzip

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-426?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-426:
--
Labels: easyfix gsoc newbie p2 performance  (was: easyfix newbie p2 
performance)

> Filter to optionally compress response with gzip
> 
>
> Key: FINERACT-426
> URL: https://issues.apache.org/jira/browse/FINERACT-426
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Avik Ganguly
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: easyfix, gsoc, newbie, p2, performance
>
> Accept a query parameter like isCompressionRequired. If this query param is 
> present, compress the response using gzip. This will ensure less bandwidth 
> usage if field apps are using mobile data.
> Sample Code for response filter :-
> Inside filter method :-
> if 
> (request.getRequestHeaders().getFirst(HttpHeaders.ACCEPT_ENCODING).contains("gzip"))
>  {
>   
> response.getHttpHeaders().add(HttpHeaders.CONTENT_ENCODING, "gzip");
>   response.setContainerResponseWriter(
>   new 
> Adapter(response.getContainerResponseWriter()));
>   }
>   private static final class Adapter implements ContainerResponseWriter {
> private final ContainerResponseWriter crw;
> private GZIPOutputStream gos;
> Adapter(ContainerResponseWriter crw) {
> this.crw = crw;
> }
> 
> public OutputStream writeStatusAndHeaders(long contentLength, 
> ContainerResponse response) throws IOException {
>gos = new GZIPOutputStream(crw.writeStatusAndHeaders(-1, 
> response));
>return gos;
> }
> public void finish() throws IOException {
> gos.finish();
> crw.finish();
> }
> }
>  



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[jira] [Updated] (FINERACT-401) when assigning a a loan officer to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a l

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-401?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-401:
--
Labels: gsoc p2  (was: p2)

> when assigning a a loan officer to a client. Can we add and optional 
> parameter called "inhertClientActiveAccounts" . This is similar to the one we 
> have on assigning a loan officer to a group
> --
>
> Key: FINERACT-401
> URL: https://issues.apache.org/jira/browse/FINERACT-401
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Reported by Andrew at https://mifosforge.jira.com/browse/MIFOSX-2115
> Original Description:
> when assigning a a loan officer to a client. Can we add and optional 
> parameter called "inhertClientActiveAccounts" . This is similar to the one we 
> have on assigning a loan officer to a group.
> I know the proposeAndAccept Transfer can do this but a lot of our clients 
> make mistakes while making payments before transferring clients to differrent 
> loan officer in the same office . Due to this they cannot adjust the 
> transaction or undo disbursal since the client has been transferred. Adding 
> this functionality will avoid them using the proposeAndAcceptTransfer.



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[jira] [Updated] (FINERACT-410) Ability to remove On-Hold flag and make the amount available for the client (loan gurantor) for withdrawal

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-410?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-410:
--
Labels: Volunteer gsoc p2  (was: Volunteer p2)

> Ability to remove On-Hold flag and make the amount available for the client 
> (loan gurantor) for withdrawal
> --
>
> Key: FINERACT-410
> URL: https://issues.apache.org/jira/browse/FINERACT-410
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: Volunteer, gsoc, p2
>
> When a client guarantees a loan and some amount of his/her savings is put 
> onHold, he/she can not withdraw this amount till the loan client finishes 
> his/her loan. NB: I stand to be corrected if i understood his wrongly.
> As a manager, i should be able to remove the onhold flag and make the client 
> to withdraw the amount onHold.



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[jira] [Updated] (FINERACT-425) Jobs configurable by loans / savings product and office.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-425?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-425:
--
Labels: features gsoc p2 performance  (was: features p2 performance)

> Jobs configurable by loans / savings product and office.
> 
>
> Key: FINERACT-425
> URL: https://issues.apache.org/jira/browse/FINERACT-425
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Reporter: Avik Ganguly
>Assignee: Markus Geiss
>Priority: Major
>  Labels: features, gsoc, p2, performance
>
> Allow saving key-value pairs against each job. Key populated in front-end can 
> be a free text field or an enum consisting of Loan Product / Savings Product 
> / Office. If pre-defined key is selected, populate corresponding list of 
> existing loan product / savings product / office in value field's dropdown.
> The jobs can receive this key-value pair as a function parameter by setting 
> arguments on the jobDetailFactoryBean created in the function 
> createJobDetail(ScheduledJobDetail) in the class JobRegisterServiceImpl.
> If the following jobs has above parameters passed to it, it should add 
> corresponding office/product filter where clause to its read query.
> Add Accrual Transactions
> Add Periodic Accrual Transactions
> Add Accrual Transactions For Loans With Income Posted As Transactions
> Generate Loan Loss Provisioning
> Post Interest for Savings
> Update Loan Summary
> This feature can be made more useful with node-aware scheduler as different 
> nodes can be configured to perform the job for different products/offices 
> resulting in distribution of load. 



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[jira] [Updated] (FINERACT-431) Should not allow more than expected loan term based on 'number of repayments' and 'Repaid every' values.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-431?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-431:
--
Labels: gsoc p2  (was: p2)

> Should not allow more than expected  loan term based on 'number of 
> repayments' and 'Repaid every' values.
> -
>
> Key: FINERACT-431
> URL: https://issues.apache.org/jira/browse/FINERACT-431
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Mexina Daniel
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> In loan application, the frequency of the loan term has to be the same with 
> the frequency of repaid every (days/weeks/months/years), by this : loan term 
> = number of repayment x repaid every.
> e.g 
> 1. Create a loan product and fill the necessary requirements (put default 
> number of repayment = 6, repaid every = 1 month)
> 2. Create a loan account to an active client and fill all necessary 
> requirement ( put loan term = 8 months), leave the number of repayment to 6.
> The system is allowing the loan term to be greater than (number of repayments 
> x repaid every) and provide the repayment schedule based on 'number of 
> repayments' and 'repaid every' values
> It should deny the submission and through an error like when you provide loan 
> term less than (number of repayments x repaid every)



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[jira] [Updated] (FINERACT-442) Add Note/Comment fields to Share Account Transactions

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-442?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-442:
--
Labels: Volunteer gsoc p2  (was: Volunteer p2)

> Add Note/Comment fields to Share Account Transactions
> -
>
> Key: FINERACT-442
> URL: https://issues.apache.org/jira/browse/FINERACT-442
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Shares
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: Volunteer, gsoc, p2
>
> As a cashier at a teller, i would like to add custom transaction description 
> to share account transactions e.g Share Dep - Robert



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[jira] [Updated] (FINERACT-428) Parallelization of Jobs

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-428?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-428:
--
Labels: gsoc p2 performance  (was: p2 performance)

> Parallelization of Jobs
> ---
>
> Key: FINERACT-428
> URL: https://issues.apache.org/jira/browse/FINERACT-428
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan, Savings
>Reporter: Avik Ganguly
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2, performance
>
> For starters, it will be useful to have some technical configuration added as 
> job parameter for each of the below jobs, that is batch size and thread pool 
> size for executor service so this has a dependency on FINERACT-425. 
> Add migration script to add those 2 configurations to each of the following 
> jobs with the value of batch size being 500 and thread pool size being 16 :-
> Add Accrual Transactions
> Add Periodic Accrual Transactions
> Add Accrual Transactions For Loans With Income Posted As Transactions
> Generate Loan Loss Provisioning
> Post Interest for Savings
> Update Loan Summary
> This would require separation of core functionality to a separate class.
> Simplified example :-
> ```
> final ExecutorService executor = Executors.newFixedThreadPool(threadPoolSize);
> 
> final LocalDate dueDate = DateUtils.getLocalDateOfTenant();
> final Collection loansToBeRepaidData = 
> this.loanReadPlatformService
> .retrieveLoansToBeRepaidFromAdvancePayment(dueDate);
> Iterable> loansToBeRepaid = 
> Iterables.partition(loansToBeRepaidData, batchSize);
> final Authentication authentication = 
> SecurityContextHolder.getContext().getAuthentication();
> List> advancePaymentPosters = new 
> ArrayList>();
> 
> for (List subList : loansToBeRepaid) {
>   AdvancePaymentPoster poster = (AdvancePaymentPoster) 
> this.applicationContext.getBean("advancePaymentPoster");
>   poster.setLoans(subList);
>   poster.setTenant(ThreadLocalContextUtil.getTenant());
>   poster.setAuthentication(authentication);
>   poster.setCommandService(commandService);
>   advancePaymentPosters.add(Executors.callable(poster));
> }
> try {
>   List> responses = 
> executor.invokeAll(advancePaymentPosters);
> for(Future f : responses) {
>   f.get();
> }
>   } catch (InterruptedException e1) {
>   e1.printStackTrace();
>   }
> 
> executor.shutdown(); 
>  ```



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[jira] [Updated] (FINERACT-429) Node aware Scheduler

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-429?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-429:
--
Labels: gsoc p2  (was: p2)

> Node aware Scheduler
> 
>
> Key: FINERACT-429
> URL: https://issues.apache.org/jira/browse/FINERACT-429
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Avik Ganguly
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> I believe multiple instances of the same job can be created by keeping the 
> same job identifier but having different job keys. Additional parameter 
> nodeId can be saved in the job table defaulting to 1. Default this parameter 
> for a single-instance app-server to 1. 
> If node.id parameter exists in the application yaml while deploying, set that 
> system property to configured node id.  
> Front-end can pass the configured node-id of the job instance as a query 
> parameter.
> This will allow the organization to configure something like let Node 1 do 
> all accruals for North zonal office and Node 2 do all accruals for South 
> Zonal office.
> System admin can setup the corresponding mapping for node to IPs/URL while 
> configuring load balancer. Example :-
> ```
> //Nginx - Default Round Robin Configuration
> http {
> upstream myapp1 {
> server srv1.example.com;
> server srv2.example.com;
> server srv3.example.com;
> }
>map $query_string $srvr {
>   default https://myapp1   // If it doesn't match, send to load 
> balancer
> node=1  srv1.example.com;
> node=2  srv2.example.com;
> node=3  srv3.example.com;
>}
> server {
> listen 80;
> location / {
> proxy_pass $srvr;
> }
> }
> }
> ```



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[jira] [Updated] (FINERACT-440) Include runningBalance, appUser in m_share_account_transactions table.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-440?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-440:
--
Labels: Volunteer gsoc p2  (was: Volunteer p2)

> Include runningBalance, appUser in m_share_account_transactions table.
> --
>
> Key: FINERACT-440
> URL: https://issues.apache.org/jira/browse/FINERACT-440
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Shares
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: Volunteer, gsoc, p2
>
> Include the two parameters runningBalance, appUser in 
> m_share_account_transactions to be used to generate Share Transaction 
> Statement. Currently its not posible to generate standard statement since 
> runningBalance is missing and kind of hard to determine it from current Share 
> Transaction table



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[jira] [Updated] (FINERACT-427) Paginate input queries for jobs.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-427?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-427:
--
Labels: gsoc p2 performance  (was: p2 performance)

> Paginate input queries for jobs.
> 
>
> Key: FINERACT-427
> URL: https://issues.apache.org/jira/browse/FINERACT-427
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Avik Ganguly
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2, performance
>
> Paginate read queries for following jobs :
> Add Accrual Transactions
> Add Periodic Accrual Transactions
> Add Accrual Transactions For Loans With Income Posted As Transactions
> Generate Loan Loss Provisioning
> Post Interest for Savings
> Update Loan Summary
> Add arbitrary page size (32000) for now which can be later replaced by the 
> product of two configurations (batch size * thread count for that executor 
> service pool) when jobs are made concurrent. 
> If paginating the query outside can split a loan across pages, paginate the 
> primary entity, i.e. loans or savings. 
> Ex :- If accrual read query will fetch 3 rows for same loan (3 repayment 
> schedule entries for which accrual is pending) and page size is 2,  loan will 
> get split across 2 pages. Avoid this by paginating the loan entity inside the 
> query.



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[jira] [Updated] (FINERACT-441) Ability to Related Accounts i.e Loan Accounts with Guarantors in Client Profile

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-441?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-441:
--
Labels: Volunteer gsoc p2  (was: Volunteer p2)

> Ability to Related Accounts i.e Loan Accounts with Guarantors in Client 
> Profile
> ---
>
> Key: FINERACT-441
> URL: https://issues.apache.org/jira/browse/FINERACT-441
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: Volunteer, gsoc, p2
>
> As a Loan Officer, i would like to easy know all accounts related to a client 
> in  client profile with clearly defined relation.
> E.g 
> If an account belongs to a client, the Relationship will be "Principal Owner"
> If a client guarantees a loan, the account is shown on his/her profile but 
> the Relationship will be "Guarantor"



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[jira] [Updated] (FINERACT-471) Preview feature for uploaded document

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-471?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-471:
--
Labels: gsoc p2  (was: p2)

> Preview feature for uploaded document
> -
>
> Key: FINERACT-471
> URL: https://issues.apache.org/jira/browse/FINERACT-471
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization, System
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> Enhance Request by Boniphace Fredrick
> Original Description:
> Currently the system allows to upload a document and once you want to view it 
> again there is only one option ie, to download it.
> This act can probably violate client's privacy( ie, client information 
> vulnerability) for example if a user(eg. Loan officer) uses somebody computer 
> to access system, so there is possibility he/she can download a document and 
> forget to delete if from that local machine
> Therefore I suggest there should first an option to preview the document fist 
> maybe as a pdf and then a user can choose either to download, print or just 
> view it only.



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[jira] [Updated] (FINERACT-462) Need an option to filter provisioning entries by date

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-462?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-462:
--
Labels: gsoc p2  (was: gsoc2017 p2)

> Need an option to filter provisioning entries by date
> -
>
> Key: FINERACT-462
> URL: https://issues.apache.org/jira/browse/FINERACT-462
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> Go to Accounting>Provisioning  Entries 
> There is no option to filter provisioning entries by date. 



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[jira] [Updated] (FINERACT-483) Sorting Feature fo Clients, Groups and Centers.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-483?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-483:
--
Labels: gsoc p2  (was: p2)

> Sorting Feature fo Clients, Groups and Centers.
> ---
>
> Key: FINERACT-483
> URL: https://issues.apache.org/jira/browse/FINERACT-483
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Client, Groups
>Reporter: Boniphace Fredrick
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
> Attachments: Screenshot from 2017-06-23 12-44-19.png
>
>
> Hallow,
> I'm requesting for a new feature for Sorting clients, Groups and Centers
> This feature will serve as a tool for easily navigation through client or 
> group or center listing Also it can be useful to suspect duplicate entries.
> I suggest sorting criteria to base on the following inputs.
> # For client listing it should be sorted by these attributes
>  Date (ie Activation date)
>  Client Name
>  Assigned Staff
>  Client ID (ie, Client #)
>  External Id
> # For Group and Centers should be sorted regarding 
>  Name
>  Assigned Staff
>  Group/Center ID (ie, Account #)
>  External Id
> Also I suggest the sorting button should appear at the right top as proposed 
> in the screenshot 
> bellow.
> !Screenshot from 2017-06-23 12-44-19.png|thumbnail!



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[jira] [Updated] (FINERACT-493) Repayment method by Post Dated Checks

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-493?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-493:
--
Labels: feature gsoc p2  (was: feature p2)

> Repayment method by Post Dated Checks
> -
>
> Key: FINERACT-493
> URL: https://issues.apache.org/jira/browse/FINERACT-493
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Loan
>Reporter: Justine Nam
>Assignee: Shaik Nazeer Hussain
>Priority: Major
>  Labels: feature, gsoc, p2
>
>  Repayment by Post Dated Checks
> In Current updated MifosX, there is no convenient features for Post dated 
> checks Repayment.
> Our company normally require Post Dated Checks to the client as repayment 
> method when their loan is approved.
> If the term is 6 month, we asked them to provide 6 pcs Post Dated Checks for 
> repayment.
> So, If it's possiblewhen we create the loan application for 
> individuals, make one more optional procedures to encode(input) the Post 
> Dated Checks details during Disburse Loan application
> Normally, Check numbers are increased by 1...
> example) 
> Name of BankDue Date  Account No. Check No. Amount
> Citi Bank 1/1/2017   230016 *11   1000 
> Citi Bank  1/2/2017   230016*12   1000 
> Citi Bank  1/3/2017   230016 *13   1000 
> Citi Bank  1/4/2017   230016 *14   1000 
> Citi Bank  1/5/2017   230016 *15   1000 
> Citi Bank  1/6/2017230016*16   1000
> So, When we input the Postdated checks details.
> 1. It should automatically generate the rows based on the term(get this data 
> from Loan application)
> - if the term is 6 months, it should generate 6 rows for encoding of Checks 
> Info.
> 2. For Check No. field, when we input first check No. , it should 
> automatically generate Check no.   increased by 1
> 3. This data table is linked with Repayment Schedule.
> When we see the repayment schedule , Check No. must be showed (If that data 
> is encoded)
> 4. when we see the collection sheet, those information(like check no, bank 
> name) will automatically appear and can be edited as well...Also, It can be 
> cleared(make payment) in Collection Sheet
> In current MifosX system, we need to encode one by one whenever there is 
> due-payment.
> Collection Sheet -> Add payment detail -> input the Check detail.
> If we have a few post dated checks, it's ok .But If there are many checks 
> to encode the datails for checks.this is time consuming works.
> I hope someone work on this matter..
> thank you



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[jira] [Updated] (FINERACT-461) Need of setting Minimum, Default and Maximum values of principal values as zero in loan product level

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-461?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-461:
--
Labels: gsoc p2  (was: gsoc2017 p2)

> Need of setting Minimum, Default and Maximum values of principal values as 
> zero in loan product level
> -
>
> Key: FINERACT-461
> URL: https://issues.apache.org/jira/browse/FINERACT-461
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> Currently(with latest Mifos 12.01.RELEASE), you can set Principal 
> values(min,default,max) greater than zero. The zero values for principal 
> value s in product level should be acceptable.



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[jira] [Updated] (FINERACT-525) Search for a Member by ID when adding to Group

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-525?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-525:
--
Labels: gsoc p2  (was: p2)

> Search for a Member by ID when adding to Group
> --
>
> Key: FINERACT-525
> URL: https://issues.apache.org/jira/browse/FINERACT-525
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Client, Groups
>Reporter: May Myint
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> When associating new Clients to a Group through Manage Members, clients can 
> only be searched by name. The issue is that it is possible for there to be 
> many clients with the same name. Thus the user will have to select the 
> clients one by one to get the right person. 
> Allowing for the client to be searched by Client # would be more efficient.



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[jira] [Updated] (FINERACT-516) Add current password field to prevent unauthorized users from changing password of the current user #2428

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-516?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-516:
--
Labels: gsoc p2  (was: p2)

> Add current password field to prevent unauthorized users from changing 
> password of the current user #2428
> -
>
> Key: FINERACT-516
> URL: https://issues.apache.org/jira/browse/FINERACT-516
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: User Management
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
> Attachments: 29419719-81d3d36a-8378-11e7-9ad4-20074c6627cd.png
>
>
> Reported by Nenge1
> Link,
> Mifos dropdown->profile>change password (check the screenshot)
> Allowing user to enter only new password increase vulnerability because the 
> username is visible.



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[jira] [Updated] (FINERACT-519) Ability to delete an employee

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-519?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-519:
--
Labels: gsoc p2  (was: p2)

> Ability to delete an employee
> -
>
> Key: FINERACT-519
> URL: https://issues.apache.org/jira/browse/FINERACT-519
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization, User Management
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> Reported by [~mexina],
> For now when you create an employee through navigating Admin -> Organization 
> -> Manage Employees
> The employee is created and there is only the option to edit him/her.
> What if an employee leaves the organization? there should be also the button 
> to delete him.



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[jira] [Updated] (FINERACT-500) If holiday is defined and active for specific date or specific date range , application should not allow to define another holiday for the same date or date range

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-500?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-500:
--
Labels: gsoc p2  (was: p2)

> If holiday is defined and active for specific date or specific date range , 
> application should not allow to define another holiday for the same date or 
> date range
> --
>
> Key: FINERACT-500
> URL: https://issues.apache.org/jira/browse/FINERACT-500
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Reporter: Santosh Math
>Assignee: Shaik Nazeer Hussain
>Priority: Minor
>  Labels: gsoc, p2
>
> Presently the application is allowing to define two holidays for same date. 
> The validation error should be thrown



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[jira] [Updated] (FINERACT-522) System ignore cases in username field in the login page

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-522?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-522:
--
Labels: gsoc p2  (was: p2)

> System ignore cases in username field in the login page
> ---
>
> Key: FINERACT-522
> URL: https://issues.apache.org/jira/browse/FINERACT-522
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: User Management
>Reporter: Nenge Masoya
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p2
>
> * Try to login in the system
> * For this case, username: mifos and password: password. The system allow 
> username: MIFOS as valid username.
> * In my suggestion, It is not a good practice as this is a credential, not 
> the name of the user. Thus, the system should test the exact username without 
> ignoring cases



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[jira] [Updated] (FINERACT-502) 'Working Days' has higher preference over holidays

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-502?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-502:
--
Labels: gsoc p2  (was: p2)

> 'Working Days' has higher preference over holidays
> --
>
> Key: FINERACT-502
> URL: https://issues.apache.org/jira/browse/FINERACT-502
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Affects Versions: 1.0.0
>Reporter: Santosh Math
>Assignee: Shaik Nazeer Hussain
>Priority: Major
>  Labels: gsoc, p2
>
> In working days(Organization>Working Days) , define Sunday as non-working day 
> and payment due for non working days move to next working day or previous 
> working day.
> Then define Sunday as 'holiday' (Organization>Manage Holidays) and move 
> repayments to next due date. As expected, repayment schedule for that day 
> should be moved next due date extending repayment schedule, but here , it is 
> moving to next workng day(as defined in working days)



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[jira] [Updated] (FINERACT-537) Audit log in and log out

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-537?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-537:
--
Labels: gsoc p2  (was: gci2017 p2)

> Audit log in and log out
> 
>
> Key: FINERACT-537
> URL: https://issues.apache.org/jira/browse/FINERACT-537
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: User Management
>Affects Versions: 1.0.0
>Reporter: thynn win
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> Currently there is an audit table and code base for logging other activities 
> but sign in and sign out. 
> We have had a couple of clients requesting audit for who is currently logged 
> in or at least to be able to view who logged in and logged out when. 
> Acceptance criteria:
> Whenever a user login or logout, an entry should be made to audit table with 
> timestamp and username. It'd be great if you can record IP address also.



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[jira] [Updated] (FINERACT-534) Want to Group Wise and Center Wise Accounting

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-534?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-534:
--
Labels: gsoc p2  (was: p2)

> Want to Group Wise and Center Wise Accounting 
> --
>
> Key: FINERACT-534
> URL: https://issues.apache.org/jira/browse/FINERACT-534
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Accounting
>Affects Versions: 1.0.0
>Reporter: Rakesh Tomar
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
> Fix For: 1.1.0
>
>




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[jira] [Updated] (FINERACT-542) Add to dashboard - Outstanding Amount of Loans

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-542?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-542:
--
Labels: dashboard gsoc p2  (was: dashboard gci2017 p2)

> Add to dashboard - Outstanding Amount of Loans
> --
>
> Key: FINERACT-542
> URL: https://issues.apache.org/jira/browse/FINERACT-542
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: May Myint
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: dashboard, gsoc, p2
> Attachments: MifosX-Dashboard-Spec.docx
>
>
> Add 'Outstanding Amount of Loans' widget to dashboard.
> Description: It will display total outstanding principal amount of loans. 
> Data will be presented in bar chart. X-axis will show time scale. Y-axis will 
> show the outstanding amount (in number). It needs to show the amount value 
> label on each bar for easier reading. Data will be presented for selected 
> branch and time scale
> Presentation: Data displays for different branches. Data displays in 
> different time scales (daily, weekly, monthly). Data displays in bar chart. 
> X-axis is for time scale. Y-axis is for amount. Information and data will be 
> presented in the form of charts and graphs.
> User permission: The display of data is based on user login id. The dashboard 
> contents will be unique to each user. What will you see depends on job 
> responsibilities and user’s recent/frequent activities.
> Specification sheet attached.



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[jira] [Updated] (FINERACT-540) Add to dashboard - Saving balance

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-540?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-540:
--
Labels: dashboard gsoc p2  (was: dashboard gci2017 p2)

> Add to dashboard - Saving balance
> -
>
> Key: FINERACT-540
> URL: https://issues.apache.org/jira/browse/FINERACT-540
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: May Myint
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: dashboard, gsoc, p2
> Attachments: MifosX-Dashboard-Spec.docx
>
>
> Add Saving Balance widget to dashboard.
> Description: Display total savings balance. Data will be presented in bar 
> chart. X-axis will show time scale. Y-axis will show amount (in number). Data 
> will be presented based on selected branch and time scale. It needs to show 
> the amount value labels (in number) on each bar for easy reading. 
> Presentation: Data displays for different branches. Data displays in 
> different time scales (daily, weekly, monthly). Data displays in bar chart. 
> X-axis is for time scale. Y-axis is for amount. Information and data will be 
> presented in the form of charts and graphs. 
> User permission: The display of data is based on user login id. The dashboard 
> contents will be unique to each user. What will you see depends on job 
> responsibilities and user’s recent/frequent activities. 
> Specification sheet attached.



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[jira] [Updated] (FINERACT-541) Add to dashboard - Number of active clients

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-541?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-541:
--
Labels: dashboard gsoc p2  (was: dashboard gci2017 p2)

> Add to dashboard - Number of active clients
> ---
>
> Key: FINERACT-541
> URL: https://issues.apache.org/jira/browse/FINERACT-541
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Client
>Reporter: May Myint
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: dashboard, gsoc, p2
> Attachments: MifosX-Dashboard-Spec.docx
>
>
> Add 'Number of active clients' widget to dashboard.
> Description: It will display total number of active clients. Data will be 
> presented in bar chart. X-axis will show time scale. Y-axis will show the 
> number of clients. Based on selected branch and time scale, data will be 
> presented with labels on each bar. 
> Presentation: Data displays for different branches. Data displays in 
> different time scales (daily, weekly, monthly). Data displays in bar chart. 
> X-axis is for time scale. Y-axis is for amount. Information and data will be 
> presented in the form of charts and graphs.
> User permission: The display of data is based on user login id. The dashboard 
> contents will be unique to each user. What will you see depends on job 
> responsibilities and user’s recent/frequent activities.
> Specification sheet attached.



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[jira] [Updated] (FINERACT-551) Once holiday is deleted it should not be displayed on holidays list even with 'Deleted' Status

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-551?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-551:
--
Labels: gsoc p2  (was: GCI2017 p2)

> Once holiday is deleted it should not be displayed on holidays list even with 
> 'Deleted' Status
> --
>
> Key: FINERACT-551
> URL: https://issues.apache.org/jira/browse/FINERACT-551
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Affects Versions: 1.0.0
>Reporter: Santosh Math
>Assignee: Shaik Nazeer Hussain
>Priority: Major
>  Labels: gsoc, p2
>




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[jira] [Updated] (FINERACT-543) Edit Client Signature

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-543?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-543:
--
Labels: gsoc p2  (was: gci2017 p2)

> Edit Client Signature
> -
>
> Key: FINERACT-543
> URL: https://issues.apache.org/jira/browse/FINERACT-543
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Client
>Reporter: Mexina Daniel
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> As in client image were you can upload the image and come back to replace it 
> by uploading another one when you want, i would suggest to have the same 
> functionality in client signature.
> When client signature is uploaded, the system to allow the signature to be 
> replaced with another in case it was wrong signature uploaded.



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[jira] [Updated] (FINERACT-544) Delete Client Signature

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-544?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-544:
--
Labels: gsoc p2  (was: gci2017 p2)

> Delete Client Signature
> ---
>
> Key: FINERACT-544
> URL: https://issues.apache.org/jira/browse/FINERACT-544
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Client
>Reporter: Mexina Daniel
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> As in client image were you can upload the image and delete it when you want 
> to remove it, i would suggest to have the same functionality in client 
> signature.
> When client signature is uploaded, the system should allow the signature to 
> be deleted



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[jira] [Updated] (FINERACT-579) Template - improvement

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-579?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-579:
--
Labels: gsoc p2  (was: p2)

> Template - improvement 
> ---
>
> Key: FINERACT-579
> URL: https://issues.apache.org/jira/browse/FINERACT-579
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: sangamesh
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
>
> Template - Should also pickup values provided for created Data tables- With 
> existing Template feature - It only picks up the existing loan and client 
> mentioned Should also pickup values provided for created Data table.



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[jira] [Updated] (FINERACT-284) Collection Sheet as a tool for collecting savings

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-284?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-284:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Collection Sheet as a tool for collecting savings
> -
>
> Key: FINERACT-284
> URL: https://issues.apache.org/jira/browse/FINERACT-284
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> Reported by  Okeleke Mike at https://mifosforge.jira.com/browse/MIFOSX-1558
> Original Description: 
> I have long been an advocate of the collection sheet, I love the concept and 
> the idea but I still wonder why it’s only use as always been on loans 
> collection. I think with the inclusion of Mandatory Deposit (fixed & 
> recurrent savings) into the MifosX platform it can also easily collect 
> savings contribution



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[jira] [Updated] (FINERACT-229) As admin of the system, I should be able to reset password for other users

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-229?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-229:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> As admin of the system, I should be able to reset password for other users
> --
>
> Key: FINERACT-229
> URL: https://issues.apache.org/jira/browse/FINERACT-229
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: User Management
>Reporter: Ippez Roberts
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>




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[jira] [Updated] (FINERACT-26) Allow a Logo (for Organization) to be set, which will be displayed on the header

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-26?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-26:
-
Labels: gsoc p1  (was: gsoc2018 p1)

> Allow a Logo (for Organization) to be set, which will be displayed on the 
> header
> 
>
> Key: FINERACT-26
> URL: https://issues.apache.org/jira/browse/FINERACT-26
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> https://mifosforge.jira.com/browse/MIFOSX-2511
> As a Implementation Specialist, I wish to setup a logo (for the organization) 
> which will be displayed before the Mifos logo
> As a first step : there is no user interface needed for uploading the logo.
> As a second step : we can provide user interface for logo-upload
> Logo can be different for different tenants (in a multi-tenant setup).
> Logo should be same size as Mifos X logo - to maintain aesthetics of the 
> header band.
> Part 2 ] While we are at it, we should probably also allow themes to be 
> picked on on a per tenant basis



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[jira] [Updated] (FINERACT-186) optimising the Post Interest For Savings batch job using pagination

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-186?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-186:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> optimising the Post Interest For Savings batch job using pagination
> ---
>
> Key: FINERACT-186
> URL: https://issues.apache.org/jira/browse/FINERACT-186
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: venkat Ganesh
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>




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[jira] [Updated] (FINERACT-336) Fund Mapping page Points to Advanced Search page

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-336?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-336:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Fund Mapping page Points to Advanced Search page
> 
>
> Key: FINERACT-336
> URL: https://issues.apache.org/jira/browse/FINERACT-336
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Reporter: Santosh Math
>Assignee: Edward Cable
>Priority: Critical
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
> Attachments: fundmapping.png
>
>
> Reported by Ed Cable at https://mifosforge.jira.com/browse/MIFOSX-2795
> Original Description:
> Hi all,
> I think this bug has been existent for several months now as we actually 
> documented it as intended functionality at 
> https://mifosforge.jira.com/wiki/display/docs/Fund+Mapping
> If you got to Admin >> Organization >> Fund Mapping, clicking the link takes 
> you to
> https://demo4.openmf.org/#/advsearch
> rather than the intended page on fund mapping (i'm not sure which it is).
> On a similar note, I don't think this advance search link is accessible from 
> the search menu although it should be there or in the quick links.



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[jira] [Updated] (FINERACT-466) For the loans without Interest Recalculation, Prepay Loan is collecting all installment Fees in stead of collecting installment fees until the prepay date

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-466?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-466:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> For the loans without Interest Recalculation, Prepay Loan is collecting all 
> installment Fees in stead of collecting installment fees until the prepay date
> --
>
> Key: FINERACT-466
> URL: https://issues.apache.org/jira/browse/FINERACT-466
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Charges, Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> 1. Create a loan product without Interest recalculation,monthly repayment, 
> Equal Installments, Declining balance and 12 repayments with installment fee 
>  100((flat, monthly) attached.
> 2. Disburse the loan on 01 January 2017.
> 3 Prepay the loan on 15 February 2017.
> > Expected Result: The installment fee should be collected: 100
> >Actual  Result: The installment fee  getting collected: 1200(all installment 
> >fees)
> P.S: This issue doesn't exist with loans having interest recalculation. 



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[jira] [Updated] (FINERACT-348) Issues when doing a "Close-As-Rescheduled" on a loan

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-348?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-348:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Issues when doing a "Close-As-Rescheduled" on a loan 
> -
>
> Key: FINERACT-348
> URL: https://issues.apache.org/jira/browse/FINERACT-348
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Critical
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> Reported by Binny at https://mifosforge.jira.com/browse/MIFOSX-1205
> Original Description:
> When closing a loan using the "Close (as Rescheduled)" button, the loan 
> account is closed, but there are no transactions or accounting entries made 
> for this closure. This not correct.
> The following should be done:
> 1) A new transaction should be visible to user under transactions to show 
> that the loan was closed as rescheduled rather than leaving the loan as is 
> without any changes. This means that Mifos X should mkae a new entry 
> m_loan_transaction table - with transaction_type_enum = 7 and amount as the 
> total outstanding amount (principal + interest + fees).
> 2) Ensure that the right accounting entries are made when closing the loan as 
> "closed (as rescheduled)". This involves:
> For loan products: capturing another General Ledger account head under 
> “Rescheduled in Suspense” – for example: “Rescheduled Loans Suspense Account”
> When closing as loan as rescheduled, passing the following entries:
> a) For Cash Accounting:
> Debit: Rescheduled Loan Suspense Account (with only principal outstanding 
> amount)
> Credit: Loan portfolio
> b) For Accrual (upfront):
> Debit: Rescheduled Loan Suspense Account (sum of outstanding principal + 
> interest + fees + penalties)
> Credit: Loan portfolio (with principal outstanding amount)
> Credit: Interest Receivable (with interest outstanding amount)
> Credit: Fees Receivable (with fees outstanding amount)
> Credit: Penalties Receivable (with penalties outstanding amount)
> c) For Accrual (periodic):
> Debit: Rescheduled Loan Suspense Account (sum of outstanding principal + 
> interest receivable accounted + fees receivable accounted + penalties 
> receivable accounted)
> Credit: Loan portfolio (with principal outstanding amount)
> Credit: Interest Receivable (with interest receivable accounted)
> Credit: Fees Receivable (with fees receivable accounted)
> Credit: Penalties Receivable (with penalties receivable accounted)



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[jira] [Updated] (FINERACT-478) Savings overdraft fee with charge time type 'overdraft fee' and charge calculation '%amount' is not working

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-478?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-478:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Savings overdraft fee with charge time type 'overdraft fee' and charge 
> calculation '%amount' is not working
> ---
>
> Key: FINERACT-478
> URL: https://issues.apache.org/jira/browse/FINERACT-478
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Charges, Savings
>Affects Versions: 1.0.0
>Reporter: Santosh Math
>Assignee: Shaik Nazeer Hussain
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> 1. Go to charges and select charge applied to 'Savings and deposits'
> 2. Fill other required inputs with 
>  Charge Time type: overdraft fee
>  Charge calculation : % amount.
>  Amount : 1
> > After submission , it is throwing error: 
> > "validation.msg.charges.charge.calculation.type.percentage.allowed.only.for.withdrawal.or.noactivity"
> Expected: 
> 1.This feature of overdraft fee with charge calculation as % amount need to 
> be implemented.
> 2. Until the feature is implemented, the following proper error message 
> should be thrown in stead of above mentioned:
> ""validation.msg: 
> charge.calculation.type.percentage.allowed.only.for.withdrawal.or.noactivityand
>  yet to be implemented for overdraft fee"



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[jira] [Updated] (FINERACT-504) Support of rescheduling of loan for the loan products with Interest Recalculation enabled

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-504?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-504:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Support of rescheduling of loan for the loan products with Interest 
> Recalculation enabled
> -
>
> Key: FINERACT-504
> URL: https://issues.apache.org/jira/browse/FINERACT-504
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Affects Versions: 1.0.0
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> Currently loans with interest recalculation enabled, can not be rescheduled. 
> The support for the same needed in near future. 



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[jira] [Updated] (FINERACT-416) Interest to be calculated for the whole loan term given

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-416?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-416:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Interest to be calculated for the whole loan term given
> ---
>
> Key: FINERACT-416
> URL: https://issues.apache.org/jira/browse/FINERACT-416
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Reporter: Mexina Daniel
>Assignee: Markus Geiss
>Priority: Critical
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> As for some of the MFI practise here in our country, they specify the 
> interest for the whole loan term given, i.e their loan product have the 
> interest for the whole loan term regardless of the frequency of repayment ()
> To accomplish this in mifos, a user has to do calculation of finding an 
> interest of a month/year with respect of the loan term of that specific 
> client. This is a very tiresome work as for a day a user can have apply many 
> loans and the task of calculation make the work even harder.
> I was suggesting improvement in the loan product, to be able to allow the 
> interest rate of the whole loan term.
> Example:
> Loan product -  Development Loan
> Amount -  Min: 100,000, Max:1,000,000
> Interest - 20%
> Loan term - From 3months to 6months
> -- This means the interest given is for any loan term the client will want to 
> take the loan.



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[jira] [Updated] (FINERACT-535) Allow the same name of teller if its from different branchs

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-535?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-535:
--
Labels: features gsoc p1  (was: features gsoc2018 p1)

> Allow the same name of teller if its from different branchs
> ---
>
> Key: FINERACT-535
> URL: https://issues.apache.org/jira/browse/FINERACT-535
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Reporter: Mexina Daniel
>Assignee: Markus Geiss
>Priority: Major
>  Labels: features, gsoc, p1
> Fix For: 1.3.0
>
>
> For now when you create a teller with the name which already exist even from 
> another branch it gives an error of duplicate name
> Think of the institution which have the same format of naming its tellers 
> like Teller1, Teller2, etc
> and it has two branches.
> The system should allow to create Teller1 of branch1 and Teller1 of branch2.



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[jira] [Updated] (FINERACT-528) After taking survey for a client, Survey is displaying score of each question in stead of total score of each survey

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-528?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-528:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> After taking survey for a client, Survey is displaying score of each question 
> in stead of total score of each survey
> 
>
> Key: FINERACT-528
> URL: https://issues.apache.org/jira/browse/FINERACT-528
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Client, Surveys
>Affects Versions: 1.0.0
>Reporter: Santosh Math
>Assignee: Shaik Nazeer Hussain
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>




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[jira] [Updated] (FINERACT-513) Reverse Overdue Charges Application

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-513?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-513:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Reverse Overdue Charges Application
> ---
>
> Key: FINERACT-513
> URL: https://issues.apache.org/jira/browse/FINERACT-513
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Charges, Loan, System
>Affects Versions: 1.0.0
>Reporter: Adriana Pinto
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
> Attachments: FINERACT-513.pdf
>
>
> We've been working on having a complete functionality of our approach, but we 
> got an issue at the moment of applying overdue charges when running the job:
> Is there any workaround to reverse the overdue charges application?
> This is necessary, because the overdue charges are being applied daily, but 
> if the repayment is made before applying the charges, but it is not 
> registered at the system, we need to reverse the calculation and "remove" 
> this charges from the final outstanding.
> +*Current Business behaviour*+: When the client makes a repayment, it might 
> not be registered in the system until some days or weeks later, then the 
> overdue charges if are applied daily, have to be reversed from de current 
> date until the date the repayment was done.
> Then, it is the approach we are looking for.
> We had already figured out the "Waiving charges" process, but  it would work 
> better if there was a job doing the contrary process of applying overdue 
> charges, like "Reverse overdue charges" by date or any moment in a specified 
> time.
> **The attachment (FINERACT-513.pdf) shows the funtionality in a more specific 
> way.



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[jira] [Updated] (FINERACT-505) Loan Tranche Details should be captured in Bulk JLG loan application.

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-505?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-505:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Loan Tranche Details should be captured in Bulk JLG loan application.
> -
>
> Key: FINERACT-505
> URL: https://issues.apache.org/jira/browse/FINERACT-505
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Affects Versions: 1.0.0
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
>
> Presently, there is no fields to capture multi-tranche details in 'Bulk JLG 
> loan application' . Therefore, Bulk JLG loan application doesn't support 
> multi-tranche loan products. The current temperory fix is, the loan products 
> with multi-tranche aren't displaying in drop-down menu of  'Bulk JLG loan 
> application'.



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[jira] [Updated] (FINERACT-536) Report categories are inconsistent and causing reports to go missing in the drop-down

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-536?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-536:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Report categories are inconsistent and causing reports to go missing in the 
> drop-down
> -
>
> Key: FINERACT-536
> URL: https://issues.apache.org/jira/browse/FINERACT-536
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: System
>Affects Versions: 1.0.0
>Reporter: thynn win
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc, p1
> Fix For: 1.3.0
>
> Attachments: Untitled.gif
>
>
> Currently in Mifos, if you go to Reports menu and use the drop down to see 
> "Clients" or "Loans", we notice that some reports are not showing up in the 
> proper list.
> For instance, if you pick Reports>Clients , some client reports such as 
> "Client Listing" will not show up. This is because the category is 'Clients' 
> while the expected category value for "Clients" drop down is "Client".
> The same issue presents for other category such as Loans. In this case, some 
> loan reports are created with category "Loan" not "Loans" and then they are 
> not showing up. It's confusing to end users.
> To solve this, review all the report categories and make sure they are 
> consistent with the expected value from the drop down (be it Client or 
> Loans).   
> Acceptance criteria:
> All the report categories are cleaned up and consistent and they should all 
> show up under right drop-down. 
> The end result is a sql script for the next release that fixes it.



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[jira] [Updated] (FINERACT-595) Should allow user to specify an account nickname

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-595?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-595:
--
Labels: Volunteer confirm gsoc patch  (was: Volunteer gsoc patch)

> Should allow user to specify an account nickname
> 
>
> Key: FINERACT-595
> URL: https://issues.apache.org/jira/browse/FINERACT-595
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan, Savings
>Affects Versions: 1.1.0
>Reporter: Rajan Maurya
>Assignee: Shaik Nazeer Hussain
>Priority: Minor
>  Labels: Volunteer, confirm, gsoc, patch
> Fix For: 1.1.0
>
>
> *Summary:*
> For users to be able to quickly identify their accounts when doing transfers 
> or payments, we should allow them to specify an account nickname.
> We would have to decide if the account nickname is just stored locally in the 
> app on the device or if the account nickname would be stored at the platform 
> level for Apache Fineract.
> Storing it the Apache Fineract level, would allow the user to have account 
> nickname persist across the mobile and online banking apps.



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[jira] [Updated] (FINERACT-595) Should allow user to specify an account nickname

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-595?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-595:
--
Labels: Volunteer gsoc patch  (was: Volunteer gsoc2018 patch)

> Should allow user to specify an account nickname
> 
>
> Key: FINERACT-595
> URL: https://issues.apache.org/jira/browse/FINERACT-595
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan, Savings
>Affects Versions: 1.1.0
>Reporter: Rajan Maurya
>Assignee: Shaik Nazeer Hussain
>Priority: Minor
>  Labels: Volunteer, confirm, gsoc, patch
> Fix For: 1.1.0
>
>
> *Summary:*
> For users to be able to quickly identify their accounts when doing transfers 
> or payments, we should allow them to specify an account nickname.
> We would have to decide if the account nickname is just stored locally in the 
> app on the device or if the account nickname would be stored at the platform 
> level for Apache Fineract.
> Storing it the Apache Fineract level, would allow the user to have account 
> nickname persist across the mobile and online banking apps.



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[jira] [Updated] (FINERACT-597) mifos -- splitting savings into member and donor(sponsor) for a single saving stream

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-597?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-597:
--
Labels: gsoc p2  (was: gsoc2018 p2)

> mifos -- splitting savings into member and donor(sponsor) for a single saving 
> stream
> 
>
> Key: FINERACT-597
> URL: https://issues.apache.org/jira/browse/FINERACT-597
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Affects Versions: 1.0.0
> Environment: software(cloud)
>Reporter: Simon Peter Mulima
>Assignee: Markus Geiss
>Priority: Major
>  Labels: gsoc, p2
> Fix For: 1.3.0
>
>
> Hello it would be good to split accounts(saving stream) within an 
> individual's saving account such that u can separate saving money streams 
> from for example ( if parents were contributing for their child) a father , 
> mother and the child *OR* if an individual is receiving topup contributions 
> from an association which are dependent on themselves making a saving( the 
> association will give you a saving only if u also contribute and it is 
> necessary to show  what each party has contributed)



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[jira] [Updated] (FINERACT-598) Bulk upload codes from file

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-598?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-598:
--
Labels: confirm gsoc  (was: confirm gsoc2018)

> Bulk upload codes from file
> ---
>
> Key: FINERACT-598
> URL: https://issues.apache.org/jira/browse/FINERACT-598
> Project: Apache Fineract
>  Issue Type: Wish
>Affects Versions: 1.0.0
>Reporter: Javier Borkenztain
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: confirm, gsoc
> Attachments: Captura de pantalla 2018-02-05 a la(s) 21.36.13.png
>
>
> As a user with the credentials to configure code names bellow System 
> Configuration, Below "Manage Codes", sometimes I will need to create a long 
> table of codes (cities of a country, regions of a country, postal codes, 
> etc), and doing it one by one is lots of work. 
>  it will be a nice to have feature that allows the user to upload a file that 
> creates the entire set of codes. A simple CSV file with the four fields 
> needed for the code creation
>  * Name
>  * Description
>  * Position
>  * Active



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[jira] [Updated] (FINERACT-604) Support for MySQL 5.7

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-604?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-604:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> Support for MySQL 5.7
> -
>
> Key: FINERACT-604
> URL: https://issues.apache.org/jira/browse/FINERACT-604
> Project: Apache Fineract
>  Issue Type: Improvement
>Affects Versions: 1.0.0
> Environment: MySQL version 5.7.5 or higher
>Reporter: Steve Conrad
>Assignee: Myrle Krantz
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.2.0
>
>
> Provide support for MySQL 5.7. This includes all migrations scripts, services 
> code, and reports. The core issue is support for strict mode in MySQL 
> (ONLY_FULL_GROUP_BY enabled). 



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[jira] [Updated] (FINERACT-603) GSIM and GLIM support

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-603?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-603:
--
Labels: gsoc p1  (was: gsoc2018 p1)

> GSIM and GLIM support
> -
>
> Key: FINERACT-603
> URL: https://issues.apache.org/jira/browse/FINERACT-603
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Loan, Savings
>Reporter: Edward Cable
>Assignee: Shaik Nazeer Hussain
>Priority: Major
>  Labels: gsoc, p1
> Fix For: 1.2.0
>
>
> Support for Group Loans with Individual Monitoring and Group Savings with 
> Individual Monitoring added by Nikhil Pawar with use cases and support from 
> iDT Labs. 
>  



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[jira] [Commented] (FINERACT-596) Expose self-service share detail API

2018-03-08 Thread Edward Cable (JIRA)

[ 
https://issues.apache.org/jira/browse/FINERACT-596?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=16391778#comment-16391778
 ] 

Edward Cable commented on FINERACT-596:
---

[~santoshmath] As far as I know, no.

 

> Expose self-service share detail API 
> -
>
> Key: FINERACT-596
> URL: https://issues.apache.org/jira/browse/FINERACT-596
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Shares
>Affects Versions: 1.1.0
>Reporter: Rajan Maurya
>Assignee: Markus Geiss
>Priority: Minor
> Fix For: 1.1.0
>
>




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[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending

2018-03-08 Thread Myrle Krantz (JIRA)

[ 
https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=16391331#comment-16391331
 ] 

Myrle Krantz commented on FINCN-8:
--

How does this ticket relate to FINCN-3?

> Web UI for Microfinance Institutions Practicing Group Lending
> -
>
> Key: FINCN-8
> URL: https://issues.apache.org/jira/browse/FINCN-8
> Project: Fineract Cloud Native
>  Issue Type: New Feature
>Reporter: Edward Cable
>Priority: Major
>  Labels: gsoc2018
>
> While the current Mifos X stack caters to one operational methodology and has 
> one distinct user interface and navigational flow, Fineract CN and it's 
> broader applicability enables many different operational workflows to be 
> supported and will have different flavors of the web UI. 
> For the brand new Apache Fineract CN architecture, the web UI for the first 
> use cases has been built out to support a teller-driven credit union 
> operational methodology. The user interface and navigational flows for such 
> an operational model is very different from that of a microfinance 
> institutinon with group and center-based operations whereby the loan officer 
> travels out to the customers rather than the customer goes to the branch 
> office.
> The UI that will be built out for this project will be very similar to the UI 
> that was found in the current Gen 2 Mifos X web app as well as the original 
> Gen 1 web app with support for viewing group and center hierachies, having a 
> different drilldown navigational flow, etc. 
> A number of these UI elements will still need the requisite support on the 
> back-end. 
> Intern will implement the front-end UI screens for the Fineract CN web UI for 
> the following functionalities and use case:
>  * Center & Group Creation
>  * Center Summary and Details Page
>  * Group Summary and Details Page
>  * Group/Center Meeting Page
>  * Group, Center Listing View
>  * Drilldown navigation via Groups/Centers
>  * Collection sheet user interface
>  * Transferring clients between groups
>  * Group loan creation UI
>  * Group loan UI



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[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending

2018-03-08 Thread Myrle Krantz (JIRA)

[ 
https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=16391323#comment-16391323
 ] 

Myrle Krantz commented on FINCN-8:
--

Are the collection sheets paper, or UI?

I'm guessing that since the loan officer is traveling to the customers, 
connectivity will be a problem.  If that's true than an offline first approach 
is needed.  Is this assumption correct?

Can you provide (attach) examples of collections sheets currently in use?

What does it mean for a client to be transferred between groups.  What happens 
with their debt/savings?

Can you detail what differentiates a group loan from a credit union loan?  As 
far as the process goes?  As far as the information required goes?

> Web UI for Microfinance Institutions Practicing Group Lending
> -
>
> Key: FINCN-8
> URL: https://issues.apache.org/jira/browse/FINCN-8
> Project: Fineract Cloud Native
>  Issue Type: New Feature
>Reporter: Edward Cable
>Priority: Major
>  Labels: gsoc2018
>
> While the current Mifos X stack caters to one operational methodology and has 
> one distinct user interface and navigational flow, Fineract CN and it's 
> broader applicability enables many different operational workflows to be 
> supported and will have different flavors of the web UI. 
> For the brand new Apache Fineract CN architecture, the web UI for the first 
> use cases has been built out to support a teller-driven credit union 
> operational methodology. The user interface and navigational flows for such 
> an operational model is very different from that of a microfinance 
> institutinon with group and center-based operations whereby the loan officer 
> travels out to the customers rather than the customer goes to the branch 
> office.
> The UI that will be built out for this project will be very similar to the UI 
> that was found in the current Gen 2 Mifos X web app as well as the original 
> Gen 1 web app with support for viewing group and center hierachies, having a 
> different drilldown navigational flow, etc. 
> A number of these UI elements will still need the requisite support on the 
> back-end. 
> Intern will implement the front-end UI screens for the Fineract CN web UI for 
> the following functionalities and use case:
>  * Center & Group Creation
>  * Center Summary and Details Page
>  * Group Summary and Details Page
>  * Group/Center Meeting Page
>  * Group, Center Listing View
>  * Drilldown navigation via Groups/Centers
>  * Collection sheet user interface
>  * Transferring clients between groups
>  * Group loan creation UI
>  * Group loan UI



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[jira] [Updated] (FINERACT-26) Allow a Logo (for Organization) to be set, which will be displayed on the header

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-26?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-26:
-
Labels: gsoc2018 p1  (was: p1)

> Allow a Logo (for Organization) to be set, which will be displayed on the 
> header
> 
>
> Key: FINERACT-26
> URL: https://issues.apache.org/jira/browse/FINERACT-26
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Dayna Harp
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc2018, p1
> Fix For: 1.3.0
>
>
> https://mifosforge.jira.com/browse/MIFOSX-2511
> As a Implementation Specialist, I wish to setup a logo (for the organization) 
> which will be displayed before the Mifos logo
> As a first step : there is no user interface needed for uploading the logo.
> As a second step : we can provide user interface for logo-upload
> Logo can be different for different tenants (in a multi-tenant setup).
> Logo should be same size as Mifos X logo - to maintain aesthetics of the 
> header band.
> Part 2 ] While we are at it, we should probably also allow themes to be 
> picked on on a per tenant basis



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[jira] [Updated] (FINERACT-186) optimising the Post Interest For Savings batch job using pagination

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-186?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-186:
--
Labels: gsoc2018 p1  (was: p1)

> optimising the Post Interest For Savings batch job using pagination
> ---
>
> Key: FINERACT-186
> URL: https://issues.apache.org/jira/browse/FINERACT-186
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: venkat Ganesh
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc2018, p1
> Fix For: 1.3.0
>
>




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[jira] [Updated] (FINERACT-284) Collection Sheet as a tool for collecting savings

2018-03-08 Thread Santosh Math (JIRA)

 [ 
https://issues.apache.org/jira/browse/FINERACT-284?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Santosh Math updated FINERACT-284:
--
Labels: gsoc2018 p1  (was: p1)

> Collection Sheet as a tool for collecting savings
> -
>
> Key: FINERACT-284
> URL: https://issues.apache.org/jira/browse/FINERACT-284
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Reporter: Santosh Math
>Assignee: Markus Geiss
>Priority: Minor
>  Labels: gsoc2018, p1
> Fix For: 1.3.0
>
>
> Reported by  Okeleke Mike at https://mifosforge.jira.com/browse/MIFOSX-1558
> Original Description: 
> I have long been an advocate of the collection sheet, I love the concept and 
> the idea but I still wonder why it’s only use as always been on loans 
> collection. I think with the inclusion of Mandatory Deposit (fixed & 
> recurrent savings) into the MifosX platform it can also easily collect 
> savings contribution



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