Background, Impact, and User Need
Currently when the need arises to the cater the requirement of transitioning the data into Apache Fineract platform from the existing portfolios of a prospective micro finance institution the situation becomes problematic. So there’s a unrelinquished need from the community to integrate the data import tool as a part of the platform by implementing a feature providing imports to their existing portfolio in bulk by supporting different entity level API(s).
Goals
1) Integrate as a core component of Fineract platform.
2) Allowing imports at office-level or staff level instead of organizational level.
3) Allowing new entity level APIs and data.
4) Reducing setup time of initial configurations.
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). |
| 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. |
| Week 01 (5th June to 9th June) | Implementation of Client import. (1 week) |
| Week 02 (12th June to 16th June) | Implementation of Center (1 day), Group (1 day) and Journal Entries (1-2 days) import. |
| Week 03 (19th June to 23rd June) | Implementation of Loan import. (1 week) |
| Week 04 (26th June to 30th June) 1st Evaluation | Implementation of 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. |
| Week 05th (3rd July to 7th July) | Implementation of Fixed Deposit (1 day), Recurring Deposit (1 day), Savings and RD transaction history (2 days). |
| 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 tool. |
| Week 07th (17th July to 21st July) | Design change for uncaptured details in templates like collaterals, overdraft accounts, etc. |
| Week 08th (24th July to 28th July) | Design and implementation of additional entities such as share accounts, application users, non-person clients (organization) etc. |
| Week 09th (31st July to 4th August) 2nd Evaluation | Buffer period for overflow of tasks of Week 7 and Week 8. |
| Week 10th(7th August to 11th August) | Buffer period for overflow of tasks of Week 7 and Week 8. |
| 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 models. |
Additional Resources
Bulk data import : https://cwiki.apache.org/confluence/display/FINERACT/Bulkdata+Import
GSOC 2014 Data Import/Export feature: GSoC 2014 - Data Import/Export feature
GSOC 2013- Data Import Tool : GSOC 2013 - Data Import Tool
GSOC 2017 Idea: Google Summer of Code 2017 Ideas#ExtendMifosDataImportTool