mifos
  1. mifos
  2. MIFOS-4509

Make individual payment schedule for group clients visible via front-end (GLIM)

    Details

    • Type: New Feature New Feature
    • Status: Ready for Showcase
    • Priority: Major Major
    • Resolution: Fixed
    • Affects Version/s: Release E - Unscheduled
    • Fix Version/s: Margaret H, 2.3.0-M3
    • Component/s: GLIM
    • Environment:
      Release Namemifos-v1.7.x-beta
      Commit Identifier874b78eb8759af0a248ae41ea3e7d5eba7f9724b
      Build DateTue Nov 02 08:55:39 PDT 2010
    • Team:
      Core

      Description

      Make individual payment schedule for group clients visible via front-end:

      Reason required: At time of loan disbursal, individual payment schedules are given to clients so that they are aware of the proportion of the loan for which they are each responsible.

      Priority: Critical

      Basic workflow
      1) Group and group member details entered in to Mifos
      2) Loan created using GLIM functionality, which allows allocation of principal amounts to individual group members
      3) Loan distributed to group, with a group repayment schedule as well as a repayment schedule for each individual so that each individual group member is aware of what he/she needs to repay.

      Please find attached a requirement specification, and description of why we are asking for enhancements to functionality

        Issue Links

          Activity

          Hide
          Kay Chau added a comment -

          Tejus, look at this for GLIM work

          Show
          Kay Chau added a comment - Tejus, look at this for GLIM work
          Show
          Lukasz Chudy added a comment - Related discussion: https://groups.google.com/forum/#!topic/mifosusers/ZeDFsI2CgfU/discussion
          Hide
          Lukasz Chudy added a comment -

          Created separate issue for the Requirement #2 from attached file MIFOS-5393

          Show
          Lukasz Chudy added a comment - Created separate issue for the Requirement #2 from attached file MIFOS-5393
          Hide
          Łukasz Lewczyński added a comment -

          fixed in commit 6f271a9c89cee2c50a1816c996992c326fe795b1

          Show
          Łukasz Lewczyński added a comment - fixed in commit 6f271a9c89cee2c50a1816c996992c326fe795b1
          Hide
          Lukasz Chudy added a comment - - edited

          Currently, if client is created after the date of GLIM Loan creation then it is not possible to disburse GLIM Loan account beacuse there is an error message: "Date of transaction is invalid. It can not be prior to last meeting date of the customer.". This message shouldn't be displayed.

          Two validations should be added:

          1. During the GLIM Loan account creation, there shouldn't be possbile to add Client with the creation date greater than actual date of creating GLIM account. In this case the following message should be displayed:
          "You cannot add Client with creation date greater than actual date."

          2. While disbursing Loan account there should not be possible to disburse Loan with creation date greater than actual date of disburing Loan. In this case the following message should be displayed:
          "Disbursal date is invalid. It can not be prior to Group members' first meeting dates."

          Show
          Lukasz Chudy added a comment - - edited Currently, if client is created after the date of GLIM Loan creation then it is not possible to disburse GLIM Loan account beacuse there is an error message: "Date of transaction is invalid. It can not be prior to last meeting date of the customer.". This message shouldn't be displayed. Two validations should be added: 1. During the GLIM Loan account creation, there shouldn't be possbile to add Client with the creation date greater than actual date of creating GLIM account. In this case the following message should be displayed: "You cannot add Client with creation date greater than actual date." 2. While disbursing Loan account there should not be possible to disburse Loan with creation date greater than actual date of disburing Loan. In this case the following message should be displayed: "Disbursal date is invalid. It can not be prior to Group members' first meeting dates."
          Hide
          Jakub Sławiński added a comment -

          I added the mentioned additional validations.

          Show
          Jakub Sławiński added a comment - I added the mentioned additional validations.
          Hide
          Lukasz Chudy added a comment -

          Verified on 31.01.2012
          Bug has been fixed properly.

          Show
          Lukasz Chudy added a comment - Verified on 31.01.2012 Bug has been fixed properly.

            People

            • Assignee:
              Łukasz Lewczyński
              Reporter:
              Milan Patel
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              Dates

              • Created:
                Updated:
                Resolved: