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Table of Contents

Project Idea

Getting their initial data into Mifos X when setting the platform up for the first time is often time-consuming and difficult for MFIs. This project will create an Excel-based data import tool for directly importing bulk data into Mifos X. Using the REST APIs exposed by the platform, this tool will import the following data: Client Details, Client Loan and Saving account details, Client Fee Details, Client repayment History. Upon completing their initial organizational and loan product configuration, the MFI can generate a pre-formatted Excel template to import their data in. These templates will primarily be used for inputting manual paper-based or other Excel-based data but could also be used for migration from another system database. 

Planned Schedule

Up to June 1 : Get to know the request parameters for entities to be imported. Discuss details with mentor.

two workbooks
TimelineObjectives
Week 1 (June 01 - June 09) Implementing the workflow with a simple entity such as Office.
Week 2 (June July 16)
  • Implementing Client Import template where the first sheettwo sheets of workbook is are pre-formatted with existing Offices  entered through the MifosX platform and these constraints are imposed on the second worksheet.Implement  Personnel Details import template where the first sheet of workbook is pre-formatted with existing Offices entered through the Mifosx MifosX platform and these constraints are imposed on the second third worksheet.
  • Import of the above two workbooksworkbook.
Week 3 (June July 23)
  • Implementing Client Loan import template where the first three sheets of workbook is pre-formatted with existing Loan Product configuration  and Loan Officers configuration entered through the MifosX platform and Clients and Loan Officers entered in the above step and these constraints are imposed on the fourth worksheet. 
  • Import of the above workbook. 
Week 4 (July 30)
  • Continue on the above task.
Week 5 (Aug 6)
  • Implementing Client Repayment History import template where the first sheet of workbook is pre-formatted with Client Loans imported in the first step and these constraints are imposed on the second worksheet.
  • Import of the above
  • workbook.
Week 6 (Aug 13)
  • Check the workflow through various test cases if the code breaks anywhere. 
Week 4 7 (June 29Aug 20)
  • Implement Saving Account import template where the first two sheets of workbook is pre-formatted with existing Offices and Clients imported in the first step and these constraints are imposed on the third worksheet. 
  • Import the above workbook.
Week 5 (Aug 4)Mid-term evaluations
Week 6 (Aug 11)TBD
Week 7 (Aug 18)TBD
Week 8 (Aug 2527)TBD
  • Implement Savings Transactions import template and importing the workbook.
Week 9 (Sept 1)Implement any validation code that is missing in the platform regarding data import3)
  • Implement Groups import template (including Meetings import) and importing the workbook.
Week 10 (Sept 810)Refactor the code base.
Week 11 (Sept 15)Check through various test cases if the code breaks anywhere. 
Week 12 (Sept 27)Write tests, documentation, and submit final evaluation.

 

...

  •  Integrating support for groups in Group Lending and Group Savings.

 

Week 11 (Sept 22)
  • Write unit tests and document the work.

Project Details

JIRA: https://mifosforge.jira.com/browse/MIFOSX-120

Github: https://github.com/avarice010openMF/DataImportDataImportTool