This is a list of improvements and new features which are actually reported in Jira and are worth to implement. Improvements and new features are divided by the priority of implemeting implementing and by category (area).
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
2. MIFOS-1762 1762 - Add CoA and Financial mappings to View Org Settings
3. MIFOS-1763 1763 - View organization settings - Show changes from default values
4. MIFOS-1826 1826 - A notification system for items "pending approval" and such
5. MIFOS-1678 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
6. MIFOS-2438 2438 - Add option to remove Lookup options
7. MIFOS-2439 2439 - Include default and custom property sources on System Info page
8. MIFOS-3571 3571 - Show GL Names instead(or including) of GL Codes
9. MIFOS-3749 3749 - Ability to set Cash as the default payment type and not have to select it every time if applicable to MFI
10. MIFOS-3787 3787 - Add refresh button to batch job page
11. MIFOS-4367 4367 - Backdated transactions - should be a separate permission so that only select users can invoke it
12. MIFOS-4901 4901 - Allow users to limit where customized text replacements occur
13. MIFOS-4911 4911 - Add paging support, smart search or smart sorting on "View Questions" (Group) page, to make it easy to browsing through big question bank
14. MIFOS-5083 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)
15. MIFOS-5085 5085 - Allow possibility to disable permission for creating new Savings account in 'Save for later' state
16. MIFOS-5184 5184 - Improve the View Offices page / MIFOS-620 620 - Not showing the Parent Office name for Offices other than Branch Offices
17. MIFOS-2869 2869 - Configuration: Allow admin to default payments to either auto select monthly or only be limited to monthly/weekly |
Products | 18. MIFOS-3799 3799 - Configure product for variable installments for Declining balance interest type
19. MIFOS-4741 - Allow variable installment loans for all interest types / MIFOS-5110 5110 - Ability to use the Flat method for interest calculation when creating 'variable installment' loans |
Loans | 20. MIFOS-2670 2670 - Show selected currency for loan on Loan Details page
21. MIFOS-3305 3305 - handling overpayments of remaining loan balance
22. MIFOS-5116 5116 - Allow user to set on which day the first repayment date of loan should fall
23. MIFOS-2836 2836 - when user cancels loan creation workflow when starting on Client Details, should return to Client Details Page
24. MIFOS-2889 2889 - Add in ability to disburse/approve loans in the past
25. MIFOS-2315 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 4067 - Ability to edit the max withdrawal amount for a client
27. MIFOS-1911 1911 - Status of Savings Account does not change to inactive depending on the "Dormancy definition" set for Savings Accounts |
Redo | 28. MIFOS-2128 2128 - Application date, application approval and notes information lost when redoing a loan
29. MIFOS-2548 2548 - when redoing a loan, the payment type is fixed as CASH |
GLIM | 30. MIFOS-2808 2808 - GLIM: Min/max loan amounts should be per-individual
31. MIFOS-3847 3847 - GLIM: Total in Group Loan Repayment Schedule does not equal the sum of individual repayment schedule (amounts due)
32. MIFOS-4509 4509 - Make individual payment schedule for group clients visible via front-end (GLIM) / MIFOS-4510 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 2716 - Showing trailing zero for Rate Fees because of Double to String Conversion
34. MIFOS-3384 3384 - Late Payment Penalties
35. MIFOS-3929 3929 - There should be a possibility to attach fees other than MiscFee if current date is past loan installment date
36. MIFOS-4080 4080 - In Clients and Accounts screen list of centres change order to be alphabetical
37. MIFOS-4319 4319 - Commission fee, payable in installments
38. MIFOS-5049 5049 - Updates Fees display in Loan Creation to be in a table format
39. MIFOS-3952 3952 - Improve the usability of the account summary information in the charges page |
Bulk | 40. MIFOS-2361 2361 - Add in some vertical dividers for Collection Sheet Data / MIFOS-4475 4475 - Sort client names alphabetically in the CSE / MIFOS-5160 5160 - Collection screen user interface / MIFOS-1486 1486 - Collection Sheet should display Groups in alphabetical order
41. MIFOS-2638 2638 - CSE Mandatory field selection empty
42. MIFOS-2655 2655 - Text box not wide enough for contained data in CSE
43. MIFOS-3127 3127 - Add in bulk approval for client and group accounts
44. MIFOS-3485 3485 - bulk adjustments
45. MIFOS-5092 5092 - FE wise Bulk Data Entry Option Instead of Center |
Other | 46. MIFOS-1418 1418 - Cannot enter system IDs in search for shortcut links
47. MIFOS-1089 1089 - Inactive Label Confusing
48. MIFOS-1332 1332 - When searching to add savings account, clients pending approval should give user-friendly msg
49. MIFOS-1501 1501 - Single-item dropdowns should default to the lone value
50. MIFOS-2960 2960 - Make all text and links in Mifos application the same size
51. MIFOS-2967 2967 - Center options still show up in Mifos even after turning off feature
52. MIFOS-3602 3602 - Ability to edit and/or delete notes
53. MIFOS-3837 3837 - Add a Date Picker Javascript Calendar for Dates Input Fields / MIFOS-5048 5048 - Add date picker for Disbursal Date in Create Loan
54. MIFOS-4118 4118 - Displaying Receipt Detail in UI
55. MIFOS-4534 4534 - Add meeting date changes to change log
56. MIFOS-1884 1884 - Date of transaction field is not populating correct date if holiday repayment rule set as next meeting/next working day |
BIRT | 57. MIFOS-1731 1731 - Filter for BIRT files in upload admin documents browse dialog
58. MIFOS-1733 1733 - Refactoring of Report Module
59. MIFOS-1792 1792 - Provide ability to multi-select report parameters
60. MIFOS-1833 1833 - Branch Report should read arrears aging periods from config file or database
61. MIFOS-2048 2048 - Collection Sheet report generates message box when date parameter is blank
62. MIFOS-2431 2431 - Add in ability for BIRT to use db connection parameters from within Mifos
63. MIFOS-2435 2435 - allow configuration of custom reports directory
64. MIFOS-2801 2801 - Give better feedback to end user when report fails
65. MIFOS-3800 3800 - Uploaded file reports should be given unique filename |
...
Area
| Ticket
|
|---|
Admin | 1. MIFOS-1631 1631 - Providing descriptions for Data display and rules in Admin
2. MIFOS-1744 1744 - Permissions for creating editing questions/surveys not implemented
3. MIFOS-2484 2484 - Add Localization.Direction to Org Setting page
4. MIFOS-2554 2554 - report installed/loaded plugins and versions on system information page / MIFOS-4730 4730 - Add plugin information to View system information page / MIFOS-4879 4879 - Add plugins location to system information page
5. MIFOS-2859 2859 - Create Permission that allows user to create a new client account if previous client account is blacklisted
6. MIFOS-2898 2898 - Remove previous years' holidays from View Holidays
7. MIFOS-3037 3037 - Allow changing of office type and parents of offices if there are future holidays
8. MIFOS-4902 4902 - Meeting Schedule Generation Batch Job should back fill all past meetings when a client is made active |
Question Groups | 9. MIFOS-4168 4168 - Add ability to assign Question Group to individual Savings Products
10. MIFOS-4225 4225 - Unable to edit Answer Type for Question under Admin / View Questions / Edit Question |
Products | 11. MIFOS-8 8 - Enable products to be limited by branch
12. MIFOS-2501 2501 - Add min and max date range to Loan Product definition
13. MIFOS-3549 3549 - Ability to add more cycles than what's available to a loan product
14. MIFOS-3756 3756 - Display warning message when creating new loan not allowed per product mix. |
Savings | 15. MIFOS-864 864 - Manual: Allowing to withdraw the amount from Savings Account for the Client in OnHold state.
16. MIFOS-2858 2858 - Feature: Show expected interest to be awarded on the savings account to support account closure processes |
Loans | 17. MIFOS-2878 2878 - Add ability to reverse writing off of a loan in case of later recollection of the outstanding amount
18. MIFOS-2939 2939 - Allow option to repurpose "Purpose of Loan" dropdown label in Loan Application
19. MIFOS-3355 3355 - Allow backdating of Repay Loan
20. MIFOS-3422 3422 - Enforce a savings/loan ratio to ensure adequate collateral
21. MIFOS-3849 3849 - When doing a writeoff transaction, system does not allow backdating of transactions ci |
Clients | 22. MIFOS-2938 2938 - Duplicate client check should run on first page of client application workflow
23. MIFOS-1489 1489 - Need ability to move a client with savings acct out of a group
24. MIFOS-4366 4366 - Facility to move members, groups and centers without having to close active loans |
Groups | 25. MIFOS-4232 4232 - Improve wording on error message for changing client's membership to same Group |
Bulk | 26. MIFOS-1439 1439 - Having a Question Group on the bulk entry field would be useful
27. MIFOS-1488 1488 - Allow bulk entry prior to the last meeting
28. MIFOS-2392 2392 - Add print option to Collection Sheet Entry
29. MIFOS-2700 2700 - When multiple currencies are set, give the user a warning if using Collection Sheet Entry on a bad center
30. MIFOS-2739 2739 - CSE: Need to determine proper behavior if running CSE on a previous date that is before an account was closed
31. MIFOS-2961 2961 - Should client accounts "on hold" appear in collection sheet entry
32. MIFOS-3421 3421 - CSE allows user to enter in any payment type - make it read from accepted payment types
33. MIFOS-3493 3493 - Handle cases when both users do both CSE and individual loan disbursal
34. MIFOS-3500 3500 - Split rights for CSE into ability to enter collections and ability to disburse loans
35. MIFOS-3583 3583 - Number of digits visible in bulk collection sheet (and manual payment screen) |
Login | 36. MIFOS-1498 1498 - need better auditing for user login/logout
37. MIFOS-2766 2766 - Allow creation of loan officers that cannot login to system
38. MIFOS-2816 2816 - Improve Login time
39. MIFOS-2743 2743 - provide user interface showing progress during Mifos startup
40. MIFOS-3250 3250 - Add ability to put custom strings on Mifos login page |
Fees | 41. MIFOS-2468 2468 - Add ability to set the due date for Fees independent of meeting schedule
42. MIFOS-2760 2760 - Make Define New Fee "fee calculation" options toggle
43. MIFOS-3304 3304 - Allow application of Upfront Loan Fees that are based on the outstanding loan amount |
Other | 44. MIFOS-1495 1495 - Add breadcrumbs to confirmation result screens
45. MIFOS-2104 2104 - When manually navigating office heirarchy, no indicator of which loan officer was selected
46. MIFOS-2428 2428 - Mifos still runs with invalid financial action mappings, causing runtime errors
47. MIFOS-2745 2745 - Add link to "Create Center" when browsing Offices
48. MIFOS-2867 2867 - References to Activities field should be consistent throughout Mifos
49. MIFOS-2870 2870 - Add ability to change meeting schedule between weekly and monthly.
50. MIFOS-2890 2890 - Add "Create New Center" to Home quick start
51. MIFOS-2925 2925 - Produce all error messages right away for product definition
52. MIFOS-2952 2952 - MFI Joining date is account creation date, not the real joining date for the center/group/client
53. MIFOS-3068 3068 - Generate meetings from current date on dormant data
54. MIFOS-4571 4571 - add support for multiple timezones to Mifos
55. MIFOS-3516 3516 - upload directory should be within MIFOS_CONF by default
56. MIFOS-3568 3568 - improve security/convenience for Pentaho Admin Console: HTTPS, admin login
57. MIFOS-3955 3955 - Enforce role for all new system users
58. MIFOS-4021 4021 - Update Pentaho reports to allow more than 1 currency
59. MIFOS-4029 4029 - Order of fields in forms for creating new clients, groups, etc. should be configurable
60. MIFOS-4059 4059 - Meeting schedules should not be made mandatory in application
61. MIFOS-4227 4227 - Determine browser support
62. MIFOS-4231 4231 - Retain line feeds in free text answers
63. MIFOS-4287 4287 - Viewing translatated, long question causes overlap
64. MIFOS-4719 4719 - View accounting exports - archive or condense lists of older reports
65. MIFOS-5042 5042 - Collateral Type and Note should be under Loan Account Fields in Define Hidden/Mandatory Fields instead of System Wide fields
66. MIFOS-5084 5084 - Display 'Access denied' page just after clicking 'Redo Loan disbursal' link rather than after clicking 'Search' button |
...
Area
| Ticket
|
|---|
Admin | 1. MIFOS-2430 2430 - After updating a report template, Mifos takes you to Admin screen instead of "View Templates Screen"
2. MIFOS-3175 3175 - Specify DEFAULT VALUE Questions
3. MIFOS-4621 4621 - Instead of Misc, section header should default to name of QG |
Loans | 4. MIFOS-2934 2934 - Give ability to create pending approval loans for clients that aren't approved
5. MIFOS-3985 3985 - Add loan Category At the time Disbursement
6. MIFOS-5124 5124 - Interest rebate: interest on loan recalulated at end of loan to determine if rebate should occur |
Savings | 7. MIFOS-4090 4090 - Distinguishing Withdrawal types |
Clients | 8. MIFOS-1555 1555 - Add ability to select LO in "Change Branch Membership" pipeline |
Bulk | 9. MIFOS-2511 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 2848 - Allow creation of a Fee w/o a specified amount
11. MIFOS-4490 4490 - Display in UI which charge type (one-time fee, recurring fee, overdue charge) is partly paid after partial payment |
Other | 12. MIFOS-2389 2389 - Improve filing issues from Mifos
13. MIFOS-2742 2742 - provide user interface showing progress during automated database upgrades
14. MIFOS-2769 2769 - external id should be unique
15. MIFOS-2779 2779 - Create acceptance tests for center meeting changes
16. MIFOS-2783 2783 - GL Configuration: Needs to sit in configuration directory and be part of Mifos package
17. MIFOS-2849 2849 - Add IP Address to Stored Session Information
18. MIFOS-2868 2868 - Add ability to edit GovernmentID can be edited after creation but only in pending approval state
19. MIFOS-2885 2885 - Reduce/Remove batch constraints on 24x7 mifos operation (use system if batch jobs running)
20. MIFOS-2912 2912 - Family Details Feature: Add ability to repurpose "Living Situation" Dropdown
21. MIFOS-3603 3603 - Create Role for Cloud users
22. MIFOS-3646 3646 - MIFOS_CONF set per-app server, should be per-Mifos instance
23. MIFOS-3652 3652 - Improvement for Accounting integration - Add ability to map GL codes from Mifos to Accounting system
24. MIFOS-3747 3747 - Add threshold triggers to continuous performance tests
25. MIFOS-4075 4075 - Create CI test instances for non-english locale automated tests
26. MIFOS-4082 4082 - Batch job execution should use Date from org.mifos.framework.components.batchjobs.TaskHelper.execute(long timeInMillis) , Not the system date
27. MIFOS-4089 4089 - Add more fields for Receipt ID and Receipt Date
28. MIFOS-4100 4100 - Clean up batch job functional specifications
29. MIFOS-4145 4145 - Flag PPI survey questions in list of View Questions
30. MIFOS-4522 4522 - Remove references to Interest Deducted at Disbursement in code
31. MIFOS-4578 4578 - add a database upgrade test that uses a recent snapshot of the test server database
32. MIFOS-4598 4598 - investigate if en_LB locale is still in use
33. MIFOS-4650 4650 - Update Process Flow States
34. MIFOS-4846 4846 - create mbeans that monitor/notify of batch job failures
35. MIFOS-4907 4907 - Change confusing English verbiage: Replace last with previous/prior
36. MIFOS-5113 5113 - Import Transactions from Excel Spreadsheet
37. MIFOS-5157 5157 - Mifos Installer, or simply EXE Launcher |
...
Area
| Ticket
|
|---|
Other | 1. MIFOS-4465 4465 - Finish Spring/ftl implementation of Loan Product functionality in admin area
2. MIFOS-4685 4685 - As a Mifos user, I want to have the View Loan Account Details page converted to FTL
3. MIFOS-4686 4686 - convert Disburse Loan flow to SpringMVC/Freemarker
4. MIFOS-4687 4687 - As a Mifos user, I want to have the Edit Loan Account Status flow converted to FTL
5. MIFOS-4689 4689 - As a Mifos user, I want to have the Apply Charges flow in Loans converted to FTL
6. MIFOS-4688 4688 - As a Mifos user, I want to have the Apply Payment flow converted to FTL
7. MIFOS-4690 4690 As a Mifos user, I want to have the Apply Adjustment flow in Loans converted to FTL
8. MIFOS-4691 4691 - As a Mifos user, I want to have the Repay Loan flow in Loans converted to FTL
9. MIFOS-4692 4692 - As a Mifos user, I want to have the Edit account information flow in Loans converted to FTL
10. MIFOS-4693 4693 - As a Mifos user, I want to have the View repayment schedule page converted to FTL
11. MIFOS-4694 4694 - As a Mifos user, I want to have the View transaction history page converted to FTL
12. MIFOS-4695 4695 - As a Mifos user, I want to have the View installment details page converted to FTL
13. MIFOS-4696 4696 - As a Mifos user, I want to have the View Status History page converted to FTL
14. MIFOS-4697 4697 - As a Mifos user, I want to have the View Change Log page converted to FTL
15. MIFOS-4698 4698 - As a Mifos user, I want to have the Add a Note flow converted to FTL
16. MIFOS-4699 4699 - As a Mifos user, I want to have the See all notes page in Loan Account converted to FTL
17. MIFOS-4841 4841 - UI Conversion: implement define new system user using freemarker and spring weblfow |