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A calendar mean a list of planned events attached to an entity in MifosX, allows creating any number events for an entity (Member/SHG/Center/Branch). This can be used for reminders, generating collection sheet etc.

 

Non Goals 

 

 

    • All day events: Events lasting entire day(s). – Never supported
    • Time zone sensitive ( always time are with respect to MFIs time zone) – Never supported
    • Holidays (this will be supported in next release - John and Vishwas need to decide)
    • Capturing attendance (this will be supported in next release - John and Vishwas need to decide)
    • Validate busy/available before creating a event (Next release)

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Key Functional Areas Impacted

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    • ·        New Loan Account Creation
    • ·        CentreCenter/Group creation

    

Use Case 1: Adding Center meeting (During center creation)


 

 

 


In addition to the current parameters of Center / Group definition, the following changes are needed on New Center / Group creation:

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Once Centre/Group is created with event details, this event can be used during child group creation or new loan account creation (within that Centre/Group). In next use case we will see in-detail.

 

 

 

 

 

 

 

 

 

Use Case 2: Creating New Loan (mapped to Centre/Group meeting)

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In addition to the current parameters of loan application, the following changes are needed on new Loan creation:

In addition to the current parameters of loan application, the following changes are needed on new Loan creation:
1.    Ability to specify meeting.
2.    Loan term’s unit will be populated based on “meeting” selected. And it will become un-editable to user
3.    Repaid Every’s unit will be populated based on “meeting” selected. And it will become un-editable to user
4.    Expected disbursement on will pre populated as next meeting date. But can be change to any future date.
5.    First repayment on will pre populated as next meeting date. But can be change to any future meeting date.

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