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How Mifos handles calendar?

Mifos does not have Calendar, instead it has Meeting facilities.

Supported features by Meeting

- Allow to create recurring meeting with below rules
  - Daily (any multiple of a day )
  - On day of a week, Frequency is Weekly (any multiple of a week )
  - On day of a Month, Frequency is Monthly (any multiple of a month )
- Supports to capture Meeting location

Limitation of Meeting

- Can’t specify start time and end time of meeting
- Can’t create one time events
- Can’t attach event (meeting) to Branch/Group/Member (In Case of Center enabled )
- Centers can’t have more than one meeting schedule
- Meeting is always associated loan schedule or saving( Meeting for repayment or savings)
- Can’t create meeting for general purpose ( training , Internal audit etc )
- Can’t have reminders
- Can’t create a weekly meeting which occurs on every Monday and Saturday, similarly other patterns

How these new Calendar features address the limitations of Mifos meeting?

A calendar means a list of planned events attached to an entity in Mifos X, 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 an event (Next release)

Key Functional Areas Impacted

- · New Loan Account Creation
- · Center/Group creation

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

Mifos X > Calendar Concept and Spec > New Center.png

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

1. Ability to specify meeting name and description
2. Ability to specify meeting type (Payments [this system defined type, used during loan creation / saving account / collection] / General meeting / Centre Audit [other types are admin defined])
3. Meeting recurring details can be added.

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)

Mifos X > Calendar Concept and Spec > Loan Creation.png

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 changed to any future meeting date.

Technical Details (implementation approach )

Data Model

Calendar

#	Field	Description
1	Id	System generated
5	createDate	Event created date
6	Title	Name given to the event
7	description	Description
8	Location	Location of the event
9	startDate	Start date of the event
10	endDate	End date of the event
11	durationHour
12	durationMinute
13	type_	Payment Collection (system defined type, collection sheet is generated only against this meeting type) Training ( MFI defined type ) Audit ( MFI defined type ) General meeting( MFI defined type )
14	Repeating	Yes/No
15	Recurrence	RRULE:FREQ=WEEKLY;UNTIL=20110701T160000Z RRULE:FREQ=DAILY;UNTIL=20000131T090000Z;BYMONTH=1
16	remindBy	Email / SMS / System alert
17	firstReminder	reminder ( Number of minutes before event start time)
18	secondReminder	reminder ( Number of minutes before event start time)

CalInstance

#	Field	Description
1	entityId	Member/Centre/SHG system id
2	entityTypeId	Id indicating entity is a Member/Centre/SHG
3	calId	Calendar Id

Attendance

#	Field	Description
1	Id	Member/Centre/SHG system id
2	entityId	Member/Centre/SHG system id
3	entityTypeId	Id indicating entity is a Member/Centre/SHG
4	CalId
5	MeetingDate
6	Enum_attendance	Present Absent Approved Leave Late

ER Diagram (Calendar)

Mifos X > Calendar Concept and Spec > ER diagram latest.gif

External references

Recurring Events for Calendars by Martin Fowler