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Background, Impact, and User Need
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4) Reducing setup time of initial configurations.
Integration with Fineract platform
Figure 1: The integration with Fineract
The new Fineract platform is to be extended in such way to accommodate the new data import tool back end it’s itself. This integration will invoke respective internal services of the Fineract platform to import and export templates to the database.
The user interface of the data import tool to be introduced and merged into the community app in place of the conventional user interface in the data import tool itself.
Using standard REST calls of POST and GET the templates populated with data are to be communicated between the community app and the newly integrated data import tool.
Schedule/Timeline
| Timeline | Objectives |
| Week -1 (22nd May to 26th May) | Migrate existing templates to new design (populating templates by calling internal repositories instead of calling API)Study existing tool and plan/discuss new Architecture. |
| Week 0 (29th May to 2nd June) | Allow these templates to be downloaded by Offices and Loan Officer. Design and implementation of Office, Staff and Chart of Accounts import.Implementation of Client template REST API call in Fineract. (1 week) |
| Week 01 (5th June to 9th June) | Implementation of Client import. (1 week)Office (3 days) and Center (2 days) templates REST API call in Fineract. |
| Week 02 (12th June to 16th June) | Implementation of Center Group (1 day), Group (1 day) and Journal Entries (1-2 days) import2 days) and Loan, Loan Product, Loan Repayment (3 days) templates REST API call in Fineract. |
| Week 03 (19th June to 23rd June) | Implementation of Loan import. (1 week)of Journal Entries (3 days) and Guarantor (2 days) templates REST API call in Fineract. |
| Week 04 (26th June to 30th June) 1st Evaluation | Implementation of Personnel (1 day), GI Account (1 day), and Repayment History (1 day) and Savings (4 days). Certain features need to be added like foreclosures or part payments as part of repayment history import. templates REST API call in Fineract. |
| Week 05th (3rd July to 7th July) | Implementation of Fixed Deposit (1 day), Recurring Deposit (1 day), Savings and RD transaction history (2 days)Client, Center, Group imports in Fineract. |
| Week 06th (10th July to 14th July) | Implementation of Savings Account Closure, Guarantor import. (2 days). Prioritization and fixing of bugs reported for the import toolof Fixed Deposit, Recurring Deposit, and Recurring Deposit Account Transaction imports in Fineract. |
| Week 07th (17th July to 21st July) | Design change for uncaptured details in templates like collaterals, overdraft accounts, etcImplementation of Savings, Savings Transaction, Journal Entries imports in Fineract. |
| Week 08th (24th July to 28th July) | Design and implementation of additional entities such as share accounts, application users, non-person clients (organization) etcImplementation of Guarantor, Loan, Loan Repayment imports in Fineract. |
| Week 09th (31st July to 4th August) 2nd Evaluation | Buffer period for overflow of tasks of Week 7 and Week 8Mifos X UI work for Client, Center, Office, Group, Loan, Loan Product, Loan Repayment, Journal Entries template and import calls. |
| Week 10th(7th August to 11th August) | Buffer period for overflow of tasks of Week 7 and Week 8Mifos X UI work for Guarantor, Personnel, GI Account, Repayment History template and import calls, and UAT testing. |
| Week 11th(14th August to 25th August) | Ensuring test coverage is high. Include bug fixes / features feedback from an organization willing to do User Acceptance Testing of delivered modelsUAT testing and bug fixes, wrap up. |
Additional Resources
Bulk data import : https://cwiki.apache.org/confluence/display/FINERACT/Bulkdata+Import
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