Month closing

Description

Ability to close a month and not be able to enter any transactions prior to that date. This is essential to stop any transactions to be fixed after reconciliation between Mifos and the accounting system.

Add single date in the Mifos and reject all transactions before this date.

Environment

None

Activity

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Lukasz Chudy
February 22, 2012, 3:47 PM

Verified on 22.02.2012
Now, 'Month closing' option is working properly also for Apply adjustment, Full repay loan and Colletion Sheet Entry operations. Stack trace no longer appears.

Jakub Sławiński
February 22, 2012, 3:08 PM
Edited

I fixed the mentioned issues in the following commits:

  • d6179128a9de4c060053c7420c1dea486407f639 - exception when 'Month closing date' field is empty and previous date is not set

  • 4176ed6f5da3c26ea0c3f6db1b670ee58c20f50f - Month Closing date validation during adjustments, full repayments and collection sheet

The other cases are controversial, so we should wait with implementing them for the users' feedback.

Lukasz Chudy
February 22, 2012, 11:20 AM

Jakub,

After setting Month closing date, it is still possible to perform these transactions:

  • Apply adjustment

  • Full repay Loan

  • Any operation via Collection Sheet Entry

  • Apply charges

  • Remove fees

  • Waive next Deposit

Moreover, if you leave 'Month closing date' field empty and previous date is not set, then stack trace appears. See attached file.

Jakub Sławiński
February 21, 2012, 3:31 PM

Fixed in multiple commits.

I also added a new ConfigurationKeyValue class to store any configuration values in the database. This will be used to manipulate all Mifos configuration values directly from the UI.

Fixed

Assignee

Jakub Sławiński

Reporter

Jakub Sławiński

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