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Priority 1
Area | Ticket |
|---|---|
Admin | 1. MIFOS- 1398\1398 - Holiday once added cant be deleted/edited \/ MIFOS- 4229\4229 - Ability to edit fees and holidays once saved \
1762 - Add CoA and Financial mappings to View Org Settings \
1763 - View organization settings - Show changes from default values \
1826 - A notification system for items "pending approval" and such \
1678 - Config turning "Group loan with ind monitoring" on/off should use new config method \/ MIFOS- 1679\1679 - Config for Loan sch independent of meeting sch should use new config approach \
2438 - Add option to remove Lookup options \
2439 - Include default and custom property sources on System Info page \
3571 - Show GL Names instead(or including) of GL Codes \
3749 - Ability to set Cash as the default payment type and not have to select it every time if applicable to MFI \
3787 - Add refresh button to batch job page \
4367 - Backdated transactions - should be a separate permission so that only select users can invoke it \
4901 - Allow users to limit where customized text replacements occur \
4911 - Add paging support, smart search or smart sorting on "View Questions" (Group) page, to make it easy to browsing through big question bank \
5083 - Allow possibility to disable one of the permissions for creating new loan account (in 'Save for later' state or in 'Submit for approval' state) \
5085 - Allow possibility to disable permission for creating new Savings account in 'Save for later' state \
5184 - Improve the View Offices page \/ MIFOS- 620\620 - Not showing the Parent Office name for Offices other than Branch Offices \
2869 - Configuration: Allow admin to default payments to either auto select monthly or only be limited to monthly/weekly \Loans |
Products | 18. MIFOS- 2670\ -3799 - Configure product for variable installments for Declining balance interest type |
Loans | 20. MIFOS-2670 - Show selected currency for loan on Loan Details page \
3305 - handling overpayments of remaining loan balance \
5116 - Allow user to set on which day the first repayment date of loan should fall \
2836 - when user cancels loan creation workflow when starting on Client Details, should return to Client Details \Page \
2889 - Add in ability to disburse/approve loans in the past \
2315 - Add in ability to transfer funds from savings into a loan payment \/ MIFOS- 4068\4068 - Ability to transfer funds between savings account and loan account \ |
Savings | 26. MIFOS-4067 \- Ability to edit the max withdrawal amount for a client \
- Status of Savings Account does not change to inactive depending on the "Dormancy definition" set for Savings Accounts \ |
Redo | 28. MIFOS-2128 \- Application date, application approval and notes information lost when redoing a loan \
- when redoing a loan, the payment type is fixed as CASH \ |
GLIM | 30. MIFOS-2808 \- GLIM: Min/max loan amounts should be per-individual \
- GLIM: Total in Group Loan Repayment Schedule does not equal the sum of individual repayment schedule (amounts due) \
- Make individual payment schedule for group clients visible via front-end (GLIM) \/ MIFOS-4510 \- Payments which are made by the group should be pro-rated across the repayment schedules of the individual members (GLIM) \ |
Fees | 33. MIFOS-2716 \- Showing trailing zero for Rate Fees because of Double to String Conversion \
- Late Payment Penalties \
- There should be a possibility to attach fees other than MiscFee if current date is past loan installment date \
- In Clients and Accounts screen list of centres change order to be alphabetical \
- Commission fee, payable in installments \
- Updates Fees display in Loan Creation to be in a table format \
- Improve the usability of the account summary information in the charges page \ |
Bulk | 40. MIFOS-2361 \- Add in some vertical dividers for Collection Sheet Data \/ MIFOS-4475 \- Sort client names alphabetically in the CSE \/ MIFOS-5160 \- Collection screen user interface \/ MIFOS-1486 \- Collection Sheet should display Groups in alphabetical order \
- CSE Mandatory field selection empty \
- Text box not wide enough for contained data in CSE \
- Add in bulk approval for client and group accounts \
- bulk adjustments \
- FE wise Bulk Data Entry Option Instead of Center \ |
Other | 46. MIFOS-1418 \- Cannot enter system IDs in search for shortcut links \
- Inactive Label Confusing \
- When searching to add savings account, clients pending approval should give user-friendly msg \
- Single-item dropdowns should default to the lone value \
- Make all text and links in Mifos application the same size \
- Center options still show up in Mifos even after turning off feature \
- Ability to edit and/or delete notes \
- Add a Date Picker Javascript Calendar for Dates Input Fields \/ MIFOS-5048 \- Add date picker for Disbursal Date in Create Loan \
- Displaying Receipt Detail in UI \
- Add meeting date changes to change log \
- Date of transaction field is not populating correct date if holiday repayment rule set as next meeting/next working day \ |
BIRT | 57. MIFOS-1731 \- Filter for BIRT files in upload admin documents browse dialog \
- Refactoring of Report Module \
- Provide ability to multi-select report parameters \
- Branch Report should read arrears aging periods from config file or database \
- Collection Sheet report generates message box when date parameter is blank \
- Add in ability for BIRT to use db connection parameters from within Mifos \
- allow configuration of custom reports directory \
- Give better feedback to end user when report fails \
- Uploaded file reports should be given unique filename \ |
Priority 2
Area | Ticket |
|---|---|
Admin | 1. MIFOS-1631 \- Providing descriptions for Data display and rules in Admin \
- Permissions for creating editing questions/surveys not implemented \
- Add Localization.Direction to Org Setting page \
- report installed/loaded plugins and versions on system information page \/ MIFOS-4730 \- Add plugin information to View system information page \/ MIFOS-4879 \- Add plugins location to system information page \
- Create Permission that allows user to create a new client account if previous client account is blacklisted \
- Remove previous years' holidays from View Holidays \
- Allow changing of office type and parents of offices if there are future holidays \
- Meeting Schedule Generation Batch Job should back fill all past meetings when a client is made active \ |
Question Groups | 9. MIFOS-4168 \- Add ability to assign Question Group to individual Savings Products \
- Unable to edit Answer Type for Question under Admin / View Questions / Edit Question \ |
Products | 11. MIFOS-8 \- Enable products to be limited by branch \
- Add min and max date range to Loan Product definition \
- Ability to add more cycles than what's available to a loan product \
- Display warning message when creating new loan not allowed per product mix. \ |
Savings | 15. MIFOS-864 \- Manual: Allowing to withdraw the amount from Savings Account for the Client in OnHold state. \
- Feature: Show expected interest to be awarded on the savings account to support account closure processes \ |
Loans | 17. MIFOS-2878 \- Add ability to reverse writing off of a loan in case of later recollection of the outstanding amount \
- Allow option to repurpose "Purpose of Loan" dropdown label in Loan Application \
- Allow backdating of Repay Loan \
- Enforce a savings/loan ratio to ensure adequate collateral \
- When doing a writeoff transaction, system does not allow backdating of transactions \ci |
Clients | 22. MIFOS-2938 \- Duplicate client check should run on first page of client application workflow \
- Need ability to move a client with savings acct out of a group \
- Facility to move members, groups and centers without having to close active loans \ |
Groups | 25. MIFOS-4232 \- Improve wording on error message for changing client's membership to same Group \ |
Bulk | 26. MIFOS-1439 \- Having a Question Group on the bulk entry field would be usefu\luseful - Allow bulk entry prior to the last meeting \
- Add print option to Collection Sheet Entry \
- When multiple currencies are set, give the user a warning if using Collection Sheet Entry on a bad center \
- CSE: Need to determine proper behavior if running CSE on a previous date that is before an account was closed \
- Should client accounts "on hold" appear in collection sheet entry \
- CSE allows user to enter in any payment type - make it read from accepted payment types \
- Handle cases when both users do both CSE and individual loan disbursal \
- Split rights for CSE into ability to enter collections and ability to disburse loans \
- Number of digits visible in bulk collection sheet (and manual payment screen) \ |
Login | 36. MIFOS-1498 \- need better auditing for user login/logout \
- Allow creation of loan officers that cannot login to system \
- Improve Login time \
- provide user interface showing progress during Mifos startup \
- Add ability to put custom strings on Mifos login page \ |
Fees | 41. MIFOS-2468 \- Add ability to set the due date for Fees independent of meeting schedule \
- Make Define New Fee "fee calculation" options toggle \
- Allow application of Upfront Loan Fees that are based on the outstanding loan amount \ |
Other | 44. MIFOS-1495 \- Add breadcrumbs to confirmation result screens \
- When manually navigating office heirarchy, no indicator of which loan officer was selected \
- Mifos still runs with invalid financial action mappings, causing runtime errors \
- Add link to "Create Center" when browsing Offices \
- References to Activities field should be consistent throughout Mifos \
- Add ability to change meeting schedule between weekly and monthly. \
- Add "Create New Center" to Home quick start \
- Produce all error messages right away for product definition \
- MFI Joining date is account creation date, not the real joining date for the center/group/client \
- Generate meetings from current date on dormant data \
- add support for multiple timezones to Mifos \
- upload directory should be within MIFOS_CONF by default \
- improve security/convenience for Pentaho Admin Console: HTTPS, admin login \
- Enforce role for all new system users \
- Update Pentaho reports to allow more than 1 currency \
- Order of fields in forms for creating new clients, groups, etc. should be configurable \
- Meeting schedules should not be made mandatory in application \
- Determine browser support \
- Retain line feeds in free text answers \
- Viewing translatated, long question causes overlap \
- View accounting exports - archive or condense lists of older reports \
- Collateral Type and Note should be under Loan Account Fields in Define Hidden/Mandatory Fields instead of System Wide fields \
- Display 'Access denied' page just after clicking 'Redo Loan disbursal' link rather than after clicking 'Search' button \ |
Priority 3
Area | Ticket |
|---|---|
Admin | 1. MIFOS-2430 \- After updating a report template, Mifos takes you to Admin screen instead of "View Templates Screen" \
- Specify DEFAULT VALUE Questions \
- Instead of Misc, section header should default to name of QG \ |
Loans | 4. MIFOS-2934 \- Give ability to create pending approval loans for clients that aren't approved \
- Add loan Category At the time Disbursement \
- Interest rebate: interest on loan recalulated at end of loan to determine if rebate should occur \ |
Savings | 7. MIFOS-4090 \- Distinguishing Withdrawal types \ |
Clients | 8. MIFOS-1555 \- Add ability to select LO in "Change Branch Membership" pipeline \ |
Bulk | 9. MIFOS-2511 \- When database rollback occurs during collection sheet entry, redirect the user to the preview page so they can review errors and resubmit \ |
Fees | 10. MIFOS-2848 \- Allow creation of a Fee w/o a specified amount \
- Display in UI which charge type (one-time fee, recurring fee, overdue charge) is partly paid after partial payment \ |
Other | 12. MIFOS-2389 \- Improve filing issues from Mifos \
- provide user interface showing progress during automated database upgrades \
- external id should be unique \
- Create acceptance tests for center meeting changes \
- GL Configuration: Needs to sit in configuration directory and be part of Mifos package \
- Add IP Address to Stored Session Information \
- Add ability to edit GovernmentID \ can be edited after creation but only in pending approval state - Reduce/Remove batch constraints on 24x7 mifos operation (use system if batch jobs running) \
- Family Details Feature: Add ability to repurpose "Living Situation" Dropdown \
- Create Role for Cloud users \
- MIFOS_CONF set per-app server, should be per-Mifos instance \
- Improvement for Accounting integration - Add ability to map GL codes from Mifos to Accounting system \
- Add threshold triggers to continuous performance tests \
- Create CI test instances for non-english locale automated tests \
- Batch job execution should use Date from org.mifos.framework.components.batchjobs.TaskHelper.execute(long timeInMillis) , Not the system date \
- Add more fields for Receipt ID and Receipt Date \
- Clean up batch job functional specifications \
- Flag PPI survey questions in list of View Questions \
- Remove references to Interest Deducted at Disbursement in code \
- add a database upgrade test that uses a recent snapshot of the test server database \
- investigate if en_LB locale is still in use \
- Update Process Flow States \
- create mbeans that monitor/notify of batch job failures \
- Change confusing English verbiage: Replace last with previous/prior \
- Import Transactions from Excel Spreadsheet \
- Mifos Installer, or simply EXE Launcher \ |
Priority 4 (FTL)
Area | Ticket |
|---|---|
Other | 1. MIFOS-4465 \- Finish Spring/ftl implementation of Loan Product functionality in admin area \
- As a Mifos user, I want to have the View Loan Account Details page converted to FTL \
- convert Disburse Loan flow to SpringMVC/Freemarker \
- As a Mifos user, I want to have the Edit Loan Account Status flow converted to FTL \
- As a Mifos user, I want to have the Apply Charges flow in Loans converted to FTL \
- As a Mifos user, I want to have the Apply Payment flow converted to FTL \
As a Mifos user, I want to have the Apply Adjustment flow in Loans \converted to FTL \
- As a Mifos user, I want to have the Repay Loan flow in Loans converted to FTL \
- As a Mifos user, I want to have the Edit account information flow in Loans converted to FTL \
- As a Mifos user, I want to have the View repayment schedule page converted to FTL \
- As a Mifos user, I want to have the View transaction history page converted to FTL \
- As a Mifos user, I want to have the View installment details page converted to FTL \
- As a Mifos user, I want to have the View Status History page converted to FTL \
- As a Mifos user, I want to have the View Change Log page converted to FTL \
- As a Mifos user, I want to have the Add a Note flow converted to FTL \
- As a Mifos user, I want to have the See all notes page in Loan Account converted to FTL \
- UI Conversion: implement define new system user using freemarker and spring weblfow \ |