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Mifos X self-contained package incl. Embedded Database (refresh for Mifos X)

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MentorsMichael Vorburger
Overview & Objectives

Mifos uses MySQL 5.1 as its primary database. We want to achieve :

  • Possibility of Mifos self-contained demo package
  • Simple / easy launch of integration/acceptance testing, without requiring an external DB (ideally in an automatically created RAM Disk...)
  • Development without manual MySQL installation

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Description

This sub-project would port / apply

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our MIFOS-5157 Installer-free simple launcher from classic Mifos to Mifos X, and then look at how to extend such a package to run without any existing external database as planned

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in MIFOS-4926 (which MIFOS-5157 doesn't cover). The first thought that comes to mind is to achieve this with a pure-Java in-memory database such as H2 or Derby. However, in order to avoid maintaining & supporting 2 different databases for Mifos, we'd like to base this

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on https://github.com/vorburger/MariaDB4j. While we are at it, we should also replace the classic GPL mysql driver by the LGPL MariaDB Client Library.

Do some Googling, Search Mifos JIRA, mailing list for more information. Identify some small problems related to this project and submit patch (if possible), Come up with a good plan and start a discussion on developer mailing list.

Mifos has abstraction from underlying database using:

  • Hibernate as ORM (must have good experience with Hibernate)
  • Liquibase as Database refactoring tool
  • DbUnit as test dataset maintenance
Helpful Skills 

XBRL Reporting Integration

Enable MFIs to
MentorsTBD
Overview & ObjectivesImpact

For many microfinance institutions who lack technical skills, installing Mifos X is a burden that prevents them from using this software to more efficiently serve the poor. Often they get lost in the installation process when having to separately install java, their web server, MySQL, and then deploy Mifos. A self-contained package acting as a simple one-step installer for Mifos would help make the software more accessible to more organizations and allow for MFI to more easily test the software and see the immense value it provides.

Other Resources

 

XBRL Reporting Integration

MentorsTBD
Overview & Objectives

Enable MFIs to automatically generate XBRL format reports - the common reporting standard being adopted by the microfinance industry.

  • Generate necessary XBRL format reports corresponding to MIX taxonomy
  • Create external client needed to map data to this taxonomy. 

 

Description

XBRL is gradually being adopted as the reporting and data standard for microfinance.  This project would involve building out the reports to generate in the necessary XBRL-compliant format as well as an external client needed to map the data in Mifos to the proper XBRL taxonomy.  MIX Market is leading adoption of XBRL as a data standard. By having one common reporting format, MFIs can save substantial time in generating end of period reporting to funders, regulators, associations, etc. 

Helpful SkillsHTML, XML,  SQL, Pentaho
ImpactMFIs need capital to lend out to their clients. In order for more MFIs to grow and provide more responsible financial services to the poor, they must be able to transparently report to funders and regulators. Adoption of a common reporting format and automation of flow of data will allow MFIs to successfully report their financial, operational and social performance using less of the valuable time of management staff to generate these reports. As well-run, fully transparent, microfinance institutions, they'll then have more readily available access to the funders and sources of capital to expand financial inclusion in their region.
Resources

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MFIs using Mifos often want to implement a credit scoring/client prospecting analysis tool to help automate the onboarding process for new clients by creating quantifiable measures to assess credit worthinesss. More and more MFIs are moving towards individual lending models where this scoring will be of greater need. Using our Data Tables (Surveys)  module and our Mifos Business Intelligence Suite on Pentaho, they can set up questions and define parameters/scores to assess these questions.  

Objectives: 

  • Based on user requirements, develop algorithms and scoring parameters in Pentaho to create this scoring module. 

See:

Context-Sensitive Help in Mifos Application (remove from SoC)

Mentor: TBD

Currently the Mifos application lacks any built-in help functionalities (tooltips, hyperlinks) etc.  This project would involved adding in context-sensitive help that links to various sections of our user manual on FLOSS Manualsquantifiable measures to assess credit worthinesss. More and more MFIs are moving towards individual lending models where this scoring will be of greater need. Using our Data Tables (Surveys)  module and our Mifos Business Intelligence Suite on Pentaho, they can set up questions and define parameters/scores to assess these questions.  

Objectives: 

  • Throughout Mifos application, add tooltips/hyperlinks that link to relevant sections in Mifos user manual.Based on user requirements, develop algorithms and scoring parameters in Pentaho to create this scoring module. 

See:

Custom Fantastic Mifos Project

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