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Comment: merged the Linux/*ix Installers & Self-contained package incl. Embedded Database (refresh for Mifos X) projects

Get Stoked - End Poverty. One Line of Code at a Time.

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Inbound SMS Integration

MentorsNayan Ambali(plus Michael VorburgerNayan Ambali, as needed)
Overview & ObjectivesMFIs have requested the ability for both inbound and outbound SMS communication. This project will focus on Inbound SMS Integration, as part of client protection, client has right know about her/his account information at any time any where.
Description

In outbound SMS notification MFI decides when and what information need to be sent to client, but as part of client protection, client has complete rights to request for information about her/his account details(any time any where). Using inbound SMS client can query for her account details such loan amount, status of new loan application, outstanding loan amount.

Helpful Skills Java, SQL , JavaScript , Git
Impact

Transparency and client protection.

Other ResourcesSee SMS Integration and Outbound SMS

...

MentorsJames Dailey
Overview & Objectives

Pay-as-you-go mobile phones have revolutionized access to telecom, the same can be done with solar energy access. Off-grid installations of PVC panels and batteries can be pared with a mobile payment mechanism to allow clients to purchase power "as they use it". This functionality will allow organizations to become involved with 3rd party providers of solar systems.

Description
  1. Create a pre-paid account mechanism as an account type or account option in Mifos (perhaps extending existing classes), zero fees.
  2. Create a new API for consuming pre-paid account balances.  
  3. Create a simple external model that mimics consumption by a household on a daily basis - imagined as a set of data received from solar panel (watts used, time of day, volts present).  
  4. Load up pre-paid account by account transfer in P2P interface (my phone to your account) or via trusted agent - i.e. trusted agent receives cash and loads account on Mifos.
Helpful Skills SQL, Java, Javascript, Git, Web Services
Impact

Providers of pay-as-you-go solar can use MIFOS for their operations. MFIs can become such providers.

Other ResourcesMobile project on MifosX

...

Mentors Nayan Ambali
Overview & Objectives

At present MIfos X platform is shipped with Community-App (SPA) as default UI, but initial load time of the application high. And for users on narrow bandwidth internet it takes a considerable amount of time to load the app.

Instead of loading the app every time, we can convert the Community-App into a Chrome App and user can download them once and install it ion the machine, and it can used as thick client.

Description

Community-App is completely developed on top of JavaScript, CSS and HTML. And Chrome apps are also written in same stack. Using grunt we should be able to repackage Community-App(SPA) into Community-App(Chrome App)

Helpful SkillsJavascript, AngularJS, Grunt
Impact

Users with slow internet connectivity can use this app (Installed on the machine) instead of loading Community-App (SPA) on the browser. Users will also have a continually updated app. This will also allow MFIs to potentially use Chromebooks as field-based devices for their branches.

Other Resources  http://developer.chrome.com/apps/angular_framework.html

...

MentorsAnuruddha Premalal
Overview & Objectives

Initial version of Mifos X was not designed to be database agnostic. To make this possible, all business logic had has to be concentrated in the middle tier with the database being as dumb as possible. This means the platform does not rely on any database specific stored procedures or on the database to generate unique keys.

DescriptionTo make this possible, all business logic had to be concentrated in the middle tier with the database being as dumb as possible. This means the platform does not rely on any database specific stored procedures or on the database to generate unique keys.

And also application heavily use prepared statements (Spring jdbctemplate) for retrieving data and need to make sure all these queries use full JOIN syntax, and bracket the JOINs so that each join is between a single table and bracketed expression.

Helpful Skills SQLSQL, Java
Impact

MFI with large client base can use the application with Oracle or any other commercial databases.

Other Resources 

...

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

Self-contained standalone package, Linux/*ix & Windows Installers, incl. Embedded Database

https://wiki.openmrs.org/display/docs/OpenMRS+Standalone
openmrs/openmrs-standalone
https://github.com/openmrs/openmrs-standalone/tree/master/src/main/config

See Linux Installers wiki page

MentorsAnuruddha PremalalNayan Ambali (plus Michael VorburgerNayan Ambali, as needed)
Overview & Objectives

Primary objective of this project is to build a standalone installer for MifosX platform.
Standalone installer is a great way to evaluate and explore MifosX platform quickly. We want:

  • Possibility of Mifos self-contained demo package
  • Simple / easy launch of integration/acceptance testing, without requiring an external DB
  • Development without manual MySQL installation
DescriptionOther Resources

Standalone installer will consist of an embeded apache server and a DB. It should also ship with the latest mifosx build war file which should automatically deployed
on to the embedded server at the installation time.

1. Develop the installer as an executable jar format so that it will support
many platforms with JRE.
2. Provides a simplified installation option with an embedded data base and a server.
3. Develop GUI and command line base installation modes.

GUI MODE OPTIONS
================

Tomcat Port This is the port at which to run tomcat.
MySQL Port This is the port at which to run mysql
File > Quit This menu item stops tomcat and mysql and then closes the application.
File > Launch Browser This menu item opens the MifosX login page for the current web application context.
File > Clear Output This clears the output log in a user interface text area. But does not clear the log file which will written on the file system.
Start This button runs tomcat, which will automatically start the mysql database engine if it was not already running. For the embedded mysql, the first connection
automatically starts the mysql engine.
Stop This button stops tomcat and then also stops the mysql database engine, without closing the application.

COMMAND LINE OPTIONS
====================

-mysqlport Use to override the mysql port in the runtime properties file.
-tomcatport Use to override the tomcat port in the runtime properties file.
-start Use to start the server.
-stop Use to stop the server.
-browser Use to launch a new browser instance.

Helpful Skills SQL, Java, Javascript, Git, Web Services, Big Data (Hadoop, Hive)
Impact

 

This sub-project would port / apply 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 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 on https://github.com/

Mifos X SDK

MentorsMichael Vorburger & ? (I'd need functional assistance...)
Overview & Objectives

The Mifos X platform as of today is a well structure but monolithic code base - one Git repo, one build, one WAR. This has worked out well for us, but as we grow, it could be interesting to introduce a proper SDK and plug-in concept, allowing contributors to build individual JARs that can be dropped into a certain directory of Mifos X to augment the core platform on well defined extension points and hooks. These modules would be loaded at run-time, not require rebuilding Mifos X, and would remain compatible when a customer upgrades their core platform version.

We currently see the SDK as something more relevant to the Java back-end, so in this project you would likely work less on our AngularJS UI (barring some configuration UI for the plug-ins probably); but if you do have any ideas how to make the front-end more modular and extensible as well, we would love to hear from you.

Description

This project will have three axis/phases: 1. platform infrastructure framework kind of work, based on a very simple or fictitious example extension; 2. identifying the functionally which could require / be sensible to extend in Mifos X, extracting clear and documented Java APIs from it, and then make changes to existing functional platform services to make them extensible by plug-ins; 3. well document this - such plugins will only be written if it's easy and clear how to do this. Note that the more technical part 1. should only take about 1/4 of your project, the focus will have to be putting the "theory" from 1. into "practice" in phases 2. & 3.

Helpful SkillsJava, modularity, API design, dynamic class loading, OSGi-like concepts (without any plans to actually move Mifos X to running on an OSGi kernel; it's unnecessary complexity, for this)
ImpactDevelopers from partnering organisations would be able to more easily extend the core Mifos X by extension code running in-process the platform (as opposed to REST-based
Other Resources

Many other Java-based platform have such mechanism, and you would be expected to draw at least conceptual, if not outright technical inspiration (re-using code, if feasible) from things like the Eclipse Plug-In architecture (or similar non-OSGi based ones in other IDEs), research if Spring itself or some extension from someone has anything useful for this (think like Guice Multibindings plus ServiceLoader API as discussed on this StackOverflow, or this blog, or these Mycila Guice Extensions; but without going all the way to OSGi-based Spring DM / Dynamic Modules; again, overkill, here), get inspiration from drop-in add-on modules extension capabilities in enterprise software such as e.g. Atlassian plug-in framework, and learn how e.g. our friends at OpenMRS do this (see OpenMRS SDK doc and OpenMRS project).

Mobile Field Office Planner

Mentors 
Overview & Objectives

 

Description

 

Helpful Skills 
Impact 
Other Resources 

Web-based Ad Hoc Query and Reporting Tool

MentorsNayan Ambali
Overview & Objectives

To run any business successfully, you need the insight of the business and that is possible when you have information system in which you can get the information in the format your business analysis team needs. And in current world business are very much market adaptive and market scenarios changes very rapidly. To cope up with that  good MIS need to have Ad-hoc report builder.

Easy-to-use, drag-and-drop report designer builds crosstabs, tables, and chart-based reports using a standard browser.

Description

The ad hoc reporting will be based on a logical mapping of Mifos data elements to business entities (like customer, loan account, savings account, loan transactions, savings transactions etc.) and business attributes (like loan approved date, loan amount, loan outstanding amount etc.). An end user will be able to configure and generate reports based on these business entities and business attributes.

Reporting fields and reporting criteria will support basic derived fields like "days overdue", "amount overdue", "customer total outstanding amount", "customer total relationship value" etc.

The reporting will support basic functions like summing up totals, sorting based on different fields and grouping based on different fields.

Helpful SkillsSQL, Pentaho reporting, DW concepts.
ImpactBusiness analysis team, funders, management or operational users can get the required data in real time instead of depending on someone to develop reports. Helps in taking quick decisions as data is available immediately.
Other Resourceshttp://community.pentaho.com/faq/waqr_faq.php

Basic CRM Functionality - Inquiries/Complaints Module

Mentors 
Overview & Objectives

 

Description

 

Helpful Skills 
Impact 
Other Resources 

Actionable notifications/alerts/status updates in Mifos X

MentorsNayan Ambali
Overview & Objectives

For better usability system need to have notification to the logged in user about actions he/she need to perform in the application.

 

Description

Build real time notification system in application to notify to users about pending/new actions she/he needs to take. Example if branch manager login to the application and 3 new loans are created and pending for approval then system should notify him/her about the pending actions.

Helpful SkillsJavascript, CSS, HTML5. AngularJS and Bootstrap (CSS framework) is plus
ImpactBetter usability. improve the productivity of users and actions will be taken on time.
Other ResourcesUsability and Design

REVIEW - Automated Maintenance of API Documentation

...

  • Ensure that all REST services are included and to the standard required in the documentation.
  • Automate maintenance of documentation so it must be in sync with code base and can 'alarm' us if not complete.

...

The API is probably the most important part of the new Mifos X platform and that's why we put a ton of effort into making it easier for developers to see examples and interact with.  It's certainly not 'passive' documentation and must be interactive and up to date such that our community can see the flexibility and power in which the API can be used to support new financial services or support alternative way for accessing the Mifos technology. 

However, its currently a manual process that is a bit of a pain to complete and because of that our current documentation can become out of date. 

...

REVIEW - Simplify "Data Tables" functionality 

 

MentorsGurpreet Luthra (Unlicensed)
Overview & Objectives

Capturing surveys and other forms of data is an essential tool for a MFI to manage it's client relationship. Mifos X currently has taken a new approach to capturing this information and any additional data on clienta (and other entities like Groups, Loans etc) through the "datatables" approach. This project aims to simplify the process for setting up the same.

 

Description

Mifos X provides an API called 'datatables" which allows the IT team that is deploying Mifos X to 

  1. Create a MySql Table(s) following Mifos X Non Core column conventions
  2. Register that MySql table with a 'Core' Mifos X MySql table
  3. Immediately be able to Create, Read, Update and Delete data in the reference User Interface.

We are looking to simplify this process by

a) Providing API's for creating these MYSQL tables

b) Updating the Reference User Interface to leverage the API's for creating the "MySQL" tables and columns.

This would enable a non Technical end user to Configure 'datatables' functionality in MifosX

Helpful Skills Java (Spring/JPA/Jersey), SQL , MySQL
Impact

Capturing client data and having a holistic transparent view into the client is one of the most powerful and definitive features of Mifos X. This data is used to monitor and analyze the services being delivered to the client and social impact these services are having.

Having a simple interface in which to define this additional "Survey" data is an essential part of making this a usable feature of the software for MFIs.

Other Resources

Mifos X - Plugging In Non-Core and User Defined Data

REVIEW - Business Analytics (OLAP)

 

MentorsKojoG
Overview & Objectives

Develop ETL scripts to create OLAP cubes (fact and dimension tables in MySQL). This will allow managers to perform ad hoc slicing and dicing of their data 
to answer important questions about their operations.

  • Create ETL scripts and tests
  • Create a Mondrian schema to work with Saiku Analytics
Description

 

Helpful SkillsDatabase Management Systems, MDX, SQL,
ImpactData drives a microfinance institution - the more powerful and robust analytical tools management has, the better they can tailor their services and outreach to impact the poor most effectively.
Other ResourcesSaiku Analytics Demo - demo.analytical-labs.com
Wikipedia OLAP Article - http://en.wikipedia.org/wiki/Olap
Introduction to OLAP - http://www.db-class.org/course/video/preview_list
Gentle Introduction to MDX - http://www.iccube.com/support/documentation/mdx_tutorial/gentle_introduction.html

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

 
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
Description

This sub-project would port / apply 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 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 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 
Impact

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

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

Helpful Skills SQL, Java, Javascript, Git, Web Services, Big Data (Hadoop, Hive)
Impact

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

https://wiki.openmrs.org/display/docs/OpenMRS+Standalone
https://github.com/openmrs/openmrs-standalone
https://github.com/openmrs/openmrs-standalone/tree/master/src/main/config

See Linux Installers wiki page

Mifos X SDK

MentorsMichael Vorburger & ? (I'd need functional assistance...)
Overview & Objectives

The Mifos X platform as of today is a well structure but monolithic code base - one Git repo, one build, one WAR. This has worked out well for us, but as we grow, it could be interesting to introduce a proper SDK and plug-in concept, allowing contributors to build individual JARs that can be dropped into a certain directory of Mifos X to augment the core platform on well defined extension points and hooks. These modules would be loaded at run-time, not require rebuilding Mifos X, and would remain compatible when a customer upgrades their core platform version.

We currently see the SDK as something more relevant to the Java back-end, so in this project you would likely work less on our AngularJS UI (barring some configuration UI for the plug-ins probably); but if you do have any ideas how to make the front-end more modular and extensible as well, we would love to hear from you.

Description

This project will have three axis/phases: 1. platform infrastructure framework kind of work, based on a very simple or fictitious example extension; 2. identifying the functionally which could require / be sensible to extend in Mifos X, extracting clear and documented Java APIs from it, and then make changes to existing functional platform services to make them extensible by plug-ins; 3. well document this - such plugins will only be written if it's easy and clear how to do this. Note that the more technical part 1. should only take about 1/4 of your project, the focus will have to be putting the "theory" from 1. into "practice" in phases 2. & 3.

Helpful SkillsJava, modularity, API design, dynamic class loading, OSGi-like concepts (without any plans to actually move Mifos X to running on an OSGi kernel; it's unnecessary complexity, for this)
ImpactDevelopers from partnering organisations would be able to more easily extend the core Mifos X by extension code running in-process the platform (as opposed to REST-based
Other Resources

Many other Java-based platform have such mechanism, and you would be expected to draw at least conceptual, if not outright technical inspiration (re-using code, if feasible) from things like the Eclipse Plug-In architecture (or similar non-OSGi based ones in other IDEs), research if Spring itself or some extension from someone has anything useful for this (think like Guice Multibindings plus ServiceLoader API as discussed on this StackOverflow, or this blog, or these Mycila Guice Extensions; but without going all the way to OSGi-based Spring DM / Dynamic Modules; again, overkill, here), get inspiration from drop-in add-on modules extension capabilities in enterprise software such as e.g. Atlassian plug-in framework, and learn how e.g. our friends at OpenMRS do this (see OpenMRS SDK doc and OpenMRS project).

Mobile Field Office Planner

Mentors 
Overview & Objectives

 

Description

 

Helpful Skills 
Impact 
Other Resources 

Web-based Ad Hoc Query and Reporting Tool

MentorsNayan Ambali
Overview & Objectives

To run any business successfully, you need the insight of the business and that is possible when you have information system in which you can get the information in the format your business analysis team needs. And in current world business are very much market adaptive and market scenarios changes very rapidly. To cope up with that  good MIS need to have Ad-hoc report builder.

Easy-to-use, drag-and-drop report designer builds crosstabs, tables, and chart-based reports using a standard browser.

Description

The ad hoc reporting will be based on a logical mapping of Mifos data elements to business entities (like customer, loan account, savings account, loan transactions, savings transactions etc.) and business attributes (like loan approved date, loan amount, loan outstanding amount etc.). An end user will be able to configure and generate reports based on these business entities and business attributes.

Reporting fields and reporting criteria will support basic derived fields like "days overdue", "amount overdue", "customer total outstanding amount", "customer total relationship value" etc.

The reporting will support basic functions like summing up totals, sorting based on different fields and grouping based on different fields.

Helpful SkillsSQL, Pentaho reporting, DW concepts.
ImpactBusiness analysis team, funders, management or operational users can get the required data in real time instead of depending on someone to develop reports. Helps in taking quick decisions as data is available immediately.
Other Resourceshttp://community.pentaho.com/faq/waqr_faq.php

Basic CRM Functionality - Inquiries/Complaints Module

Mentors 
Overview & Objectives

 

Description

 

Helpful Skills 
Impact 
Other Resources 

Actionable notifications/alerts/status updates in Mifos X

MentorsNayan Ambali
Overview & Objectives

For better usability system need to have notification to the logged in user about actions he/she need to perform in the application.

 

Description

Build real time notification system in application to notify to users about pending/new actions she/he needs to take. Example if branch manager login to the application and 3 new loans are created and pending for approval then system should notify him/her about the pending actions.

Helpful SkillsJavascript, CSS, HTML5. AngularJS and Bootstrap (CSS framework) is plus
ImpactBetter usability. improve the productivity of users and actions will be taken on time.
Other ResourcesUsability and Design

REVIEW - Automated Maintenance of API Documentation

MentorsVishwas Babu A J
Overview & Objectives This project focuses on simplifying/automating the maintenance of the Mifos X API documentation (https://demo.openmf.org/api-docs/apiLive.htm) and ensuring it is complete:
  • Ensure that all REST services are included and to the standard required in the documentation.
  • Automate maintenance of documentation so it must be in sync with code base and can 'alarm' us if not complete.
Description

The API is probably the most important part of the new Mifos X platform and that's why we put a ton of effort into making it easier for developers to see examples and interact with.  It's certainly not 'passive' documentation and must be interactive and up to date such that our community can see the flexibility and power in which the API can be used to support new financial services or support alternative way for accessing the Mifos technology. 


However, its currently a manual process that is a bit of a pain to complete and because of that our current documentation can become out of date. 
Helpful Skills 
ImpactWorldwide, there are multitudes of methodologies and delivery channels in which to deliver financial services to the poor. On the platform through the API, our community has the ability to build applications to allow Mifos to support new markets and scale more services to the poor in need. Our community is global and of varying skillsets, so it's critical that the API is well-documented and constantly up to date with clear examples. This project will significantly reduce the burden of maintaining this documentation.  
Other Resources 

REVIEW - Simplify "Data Tables" functionality 

 

MentorsGurpreet Luthra (Unlicensed)
Overview & Objectives

Capturing surveys and other forms of data is an essential tool for a MFI to manage it's client relationship. Mifos X currently has taken a new approach to capturing this information and any additional data on clienta (and other entities like Groups, Loans etc) through the "datatables" approach. This project aims to simplify the process for setting up the same.

 

Description

Mifos X provides an API called 'datatables" which allows the IT team that is deploying Mifos X to 

  1. Create a MySql Table(s) following Mifos X Non Core column conventions
  2. Register that MySql table with a 'Core' Mifos X MySql table
  3. Immediately be able to Create, Read, Update and Delete data in the reference User Interface.

We are looking to simplify this process by

a) Providing API's for creating these MYSQL tables

b) Updating the Reference User Interface to leverage the API's for creating the "MySQL" tables and columns.

This would enable a non Technical end user to Configure 'datatables' functionality in MifosX

Helpful Skills Java (Spring/JPA/Jersey), SQL , MySQL
Impact

Capturing client data and having a holistic transparent view into the client is one of the most powerful and definitive features of Mifos X. This data is used to monitor and analyze the services being delivered to the client and social impact these services are having.

Having a simple interface in which to define this additional "Survey" data is an essential part of making this a usable feature of the software for MFIs.

Other Resources

Mifos X - Plugging In Non-Core and User Defined Data

REVIEW - Business Analytics (OLAP)

...

 

MentorsKojoG
Overview & Objectives

Develop ETL scripts to create OLAP cubes (fact and dimension tables in MySQL). This will allow managers to perform ad hoc slicing and dicing of their data 
to answer important questions about their operations.

  • Create ETL scripts and tests
  • Create a Mondrian schema to work with Saiku Analytics
Description

 

Helpful SkillsDatabase Management Systems, MDX, SQL,
ImpactData drives a microfinance institution - the more powerful and robust analytical tools management has, the better they can tailor their services and outreach to impact the poor most effectively.
Other ResourcesSaiku Analytics Demo - demo.analytical-labs.com
Wikipedia OLAP Article - http://en.wikipedia.org/wiki/Olap
Introduction to OLAP - http://www.db-class.org/course/video/preview_list
Gentle Introduction to MDX - http://www.iccube.com/support/documentation/mdx_tutorial/gentle_introduction.html

REVIEW - Outbound SMS Integration

...