Future Improvements & New Features

Admin  

 1. MIFOS-1398    - Holiday once added cant be deleted/edited / MIFOS-4229    - Ability to edit fees and holidays once saved
 2. MIFOS-1762    - Add CoA and Financial mappings to View Org Settings
 3. MIFOS-1763    - View organization settings - Show changes from default values
 4. MIFOS-1826    - A notification system for items "pending approval" and such
 5. MIFOS-1678    - Config turning "Group loan with ind monitoring" on/off should use new config method / MIFOS-1679      - Config for Loan sch independent of meeting sch should use new config approach
 6. MIFOS-2438    - Add option to remove Lookup options
 7. MIFOS-2439    - Include default and custom property sources on System Info page
 8. MIFOS-3571    - Show GL Names instead(or including) of GL Codes
 9. MIFOS-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    - Add refresh button to batch job page
 11. MIFOS-4367    - Backdated transactions - should be a separate permission so that only select users can invoke it
 12. MIFOS-4901    - Allow users to limit where customized text replacements occur
 13. MIFOS-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    - 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    - Allow possibility to disable permission for creating new Savings account in 'Save for later' state
 16. MIFOS-5184    - Improve the View Offices page / MIFOS-620      - Not showing the Parent Office name for Offices other than Branch Offices
 17. MIFOS-2869    - Configuration: Allow admin to default payments to either auto select monthly or only be limited to monthly/weekly

Products

 18. MIFOS-3799    - Configure product for variable installments for Declining balance interest type
 19. MIFOS-4741   - Allow variable installment loans for all interest types / MIFOS-5110      - Ability to use the Flat method for interest calculation when creating 'variable installment' loans

Loans

 20. MIFOS-2670    - Show selected currency for loan on Loan Details page
 21. MIFOS-3305    - handling overpayments of remaining loan balance
 22. MIFOS-5116    - Allow user to set on which day the first repayment date of loan should fall
 23. MIFOS-2836    - when user cancels loan creation workflow when starting on Client Details, should return to Client Details Page
 24. MIFOS-2889    - Add in ability to disburse/approve loans in the past
 25. MIFOS-2315    - Add in ability to transfer funds from savings into a loan payment / MIFOS-4068      - Ability to transfer funds between savings account and loan account

Savings

 26. MIFOS-4067   - Ability to edit the max withdrawal amount for a client
 27. MIFOS-1911   - Status of Savings Account does not change to inactive depending on the "Dormancy definition" set for Savings Accounts

Redo

 28. MIFOS-2128   - Application date, application approval and notes information lost when redoing a loan
 29. MIFOS-2548   - when redoing a loan, the payment type is fixed as CASH

GLIM

 30. MIFOS-2808    - GLIM: Min/max loan amounts should be per-individual
 31. MIFOS-3847    - GLIM: Total in Group Loan Repayment Schedule does not equal the sum of individual repayment schedule (amounts due)
 32. MIFOS-4509    - Make individual payment schedule for group clients visible via front-end (GLIM) / MIFOS-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    - Showing trailing zero for Rate Fees because of Double to String Conversion
 34. MIFOS-3384    - Late Payment Penalties
 35. MIFOS-3929    - There should be a possibility to attach fees other than MiscFee if current date is past loan installment date
 36. MIFOS-4080    - In Clients and Accounts screen list of centres change order to be alphabetical
 37. MIFOS-4319    - Commission fee, payable in installments
 38. MIFOS-5049    - Updates Fees display in Loan Creation to be in a table format
 39. MIFOS-3952    - Improve the usability of the account summary information in the charges page

Bulk

 40. MIFOS-2361    - Add in some vertical dividers for Collection Sheet Data / MIFOS-4475    - Sort client names alphabetically in the CSE / MIFOS-5160    - Collection screen user interface / MIFOS-1486    - Collection Sheet should display Groups in alphabetical order
 41. MIFOS-2638    - CSE Mandatory field selection empty
 42. MIFOS-2655    - Text box not wide enough for contained data in CSE
 43. MIFOS-3127    - Add in bulk approval for client and group accounts
 44. MIFOS-3485    - bulk adjustments
 45. MIFOS-5092    - FE wise Bulk Data Entry Option Instead of Center

Other

 46. MIFOS-1418    - Cannot enter system IDs in search for shortcut links
 47. MIFOS-1089    - Inactive Label Confusing
 48. MIFOS-1332    - When searching to add savings account, clients pending approval should give user-friendly msg
 49. MIFOS-1501    - Single-item dropdowns should default to the lone value
 50. MIFOS-2960    - Make all text and links in Mifos application the same size
 51. MIFOS-2967    - Center options still show up in Mifos even after turning off feature
 52. MIFOS-3602    - Ability to edit and/or delete notes
 53. MIFOS-3837    - Add a Date Picker Javascript Calendar for Dates Input Fields / MIFOS-5048    - Add date picker for Disbursal Date in Create Loan
 54. MIFOS-4118    - Displaying Receipt Detail in UI
 55. MIFOS-4534    - Add meeting date changes to change log
 56. MIFOS-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    - Filter for BIRT files in upload admin documents browse dialog
 58. MIFOS-1733    - Refactoring of Report Module
 59. MIFOS-1792    - Provide ability to multi-select report parameters
 60. MIFOS-1833    - Branch Report should read arrears aging periods from config file or database
 61. MIFOS-2048    - Collection Sheet report generates message box when date parameter is blank
 62. MIFOS-2431    - Add in ability for BIRT to use db connection parameters from within Mifos
 63. MIFOS-2435    - allow configuration of custom reports directory
 64. MIFOS-2801    - Give better feedback to end user when report fails
 65. MIFOS-3800    - Uploaded file reports should be given unique filename

Admin

 1. MIFOS-1631    - Providing descriptions for Data display and rules in Admin
 2. MIFOS-1744    - Permissions for creating editing questions/surveys not implemented
 3. MIFOS-2484    - Add Localization.Direction to Org Setting page
 4. MIFOS-2554    - report installed/loaded plugins and versions on system information page / MIFOS-4730    - Add plugin information to View system information page / MIFOS-4879    - Add plugins location to system information page
 5. MIFOS-2859    - Create Permission that allows user to create a new client account if previous client account is blacklisted
 6. MIFOS-2898    - Remove previous years' holidays from View Holidays
 7. MIFOS-3037    - Allow changing of office type and parents of offices if there are future holidays
 8. MIFOS-4902    - Meeting Schedule Generation Batch Job should back fill all past meetings when a client is made active

Question Groups

 9. MIFOS-4168    - Add ability to assign Question Group to individual Savings Products
 10. MIFOS-4225    - Unable to edit Answer Type for Question under Admin / View Questions / Edit Question

Products

 11. MIFOS-8    - Enable products to be limited by branch
 12. MIFOS-2501    - Add min and max date range to Loan Product definition
 13. MIFOS-3549    - Ability to add more cycles than what's available to a loan product
 14. MIFOS-3756    - Display warning message when creating new loan not allowed per product mix.

Savings

 15. MIFOS-864    - Manual: Allowing to withdraw the amount from Savings Account for the Client in OnHold state.
 16. MIFOS-2858    - Feature: Show expected interest to be awarded on the savings account to support account closure processes

Loans

 17. MIFOS-2878    - Add ability to reverse writing off of a loan in case of later recollection of the outstanding amount
 18. MIFOS-2939    - Allow option to repurpose "Purpose of Loan" dropdown label in Loan Application
 19. MIFOS-3355    - Allow backdating of Repay Loan
 20. MIFOS-3422    - Enforce a savings/loan ratio to ensure adequate collateral
 21. MIFOS-3849    - When doing a writeoff transaction, system does not allow backdating of transactions ci

Clients

 22. MIFOS-2938    - Duplicate client check should run on first page of client application workflow
 23. MIFOS-1489    - Need ability to move a client with savings acct out of a group
 24. MIFOS-4366    - Facility to move members, groups and centers without having to close active loans

Groups

 25. MIFOS-4232    - Improve wording on error message for changing client's membership to same Group

Bulk

 26. MIFOS-1439    - Having a Question Group on the bulk entry field would be useful
 27. MIFOS-1488    - Allow bulk entry prior to the last meeting
 28. MIFOS-2392    - Add print option to Collection Sheet Entry
 29. MIFOS-2700    - When multiple currencies are set, give the user a warning if using Collection Sheet Entry on a bad center
 30. MIFOS-2739    - CSE: Need to determine proper behavior if running CSE on a previous date that is before an account was closed
 31. MIFOS-2961    - Should client accounts "on hold" appear in collection sheet entry
 32. MIFOS-3421    - CSE allows user to enter in any payment type - make it read from accepted payment types
 33. MIFOS-3493    - Handle cases when both users do both CSE and individual loan disbursal
 34. MIFOS-3500    - Split rights for CSE into ability to enter collections and ability to disburse loans
 35. MIFOS-3583    - Number of digits visible in bulk collection sheet (and manual payment screen)

Login

 36. MIFOS-1498    - need better auditing for user login/logout
 37. MIFOS-2766    - Allow creation of loan officers that cannot login to system
 38. MIFOS-2816    - Improve Login time
 39. MIFOS-2743    - provide user interface showing progress during Mifos startup
 40. MIFOS-3250    - Add ability to put custom strings on Mifos login page

Fees

 41. MIFOS-2468    - Add ability to set the due date for Fees independent of meeting schedule
 42. MIFOS-2760    - Make Define New Fee "fee calculation" options toggle
 43. MIFOS-3304    - Allow application of Upfront Loan Fees that are based on the outstanding loan amount

Other

 44. MIFOS-1495    - Add breadcrumbs to confirmation result screens
 45. MIFOS-2104    - When manually navigating office heirarchy, no indicator of which loan officer was selected
 46. MIFOS-2428    - Mifos still runs with invalid financial action mappings, causing runtime errors
 47. MIFOS-2745    - Add link to "Create Center" when browsing Offices
 48. MIFOS-2867    - References to Activities field should be consistent throughout Mifos
 49. MIFOS-2870    - Add ability to change meeting schedule between weekly and monthly.
 50. MIFOS-2890    - Add "Create New Center" to Home quick start
 51. MIFOS-2925    - Produce all error messages right away for product definition
 52. MIFOS-2952    - MFI Joining date is account creation date, not the real joining date for the center/group/client
 53. MIFOS-3068    - Generate meetings from current date on dormant data
 54. MIFOS-4571    - add support for multiple timezones to Mifos
 55. MIFOS-3516    - upload directory should be within MIFOS_CONF by default
 56. MIFOS-3568    - improve security/convenience for Pentaho Admin Console: HTTPS, admin login
 57. MIFOS-3955    - Enforce role for all new system users
 58. MIFOS-4021    - Update Pentaho reports to allow more than 1 currency
 59. MIFOS-4029    - Order of fields in forms for creating new clients, groups, etc. should be configurable
 60. MIFOS-4059    - Meeting schedules should not be made mandatory in application
 61. MIFOS-4227    - Determine browser support
 62. MIFOS-4231    - Retain line feeds in free text answers
 63. MIFOS-4287    - Viewing translatated, long question causes overlap
 64. MIFOS-4719    - View accounting exports - archive or condense lists of older reports
 65. MIFOS-5042    - Collateral Type and Note should be under Loan Account Fields in Define Hidden/Mandatory Fields instead of System Wide fields
 66. MIFOS-5084    - Display 'Access denied' page just after clicking 'Redo Loan disbursal' link rather than after clicking 'Search' button

Admin

 1. MIFOS-2430    - After updating a report template, Mifos takes you to Admin screen instead of "View Templates Screen"
 2. MIFOS-3175    - Specify DEFAULT VALUE Questions
 3. MIFOS-4621    - Instead of Misc, section header should default to name of QG

Loans

 4. MIFOS-2934    - Give ability to create pending approval loans for clients that aren't approved
 5. MIFOS-3985    - Add loan Category At the time Disbursement
 6. MIFOS-5124    - Interest rebate: interest on loan recalulated at end of loan to determine if rebate should occur

Savings

 7. MIFOS-4090    - Distinguishing Withdrawal types

Clients

 8. MIFOS-1555    - Add ability to select LO in "Change Branch Membership" pipeline

Bulk

 9. MIFOS-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    - Allow creation of a Fee w/o a specified amount
 11. MIFOS-4490    - Display in UI which charge type (one-time fee, recurring fee, overdue charge) is partly paid after partial payment

Other

 12. MIFOS-2389    - Improve filing issues from Mifos
 13. MIFOS-2742    - provide user interface showing progress during automated database upgrades
 14. MIFOS-2769    - external id should be unique
 15. MIFOS-2779    - Create acceptance tests for center meeting changes
 16. MIFOS-2783    - GL Configuration: Needs to sit in configuration directory and be part of Mifos package
 17. MIFOS-2849    - Add IP Address to Stored Session Information
 18. MIFOS-2868    - Add ability to edit GovernmentID can be edited after creation but only in pending approval state
 19. MIFOS-2885    - Reduce/Remove batch constraints on 24x7 mifos operation (use system if batch jobs running)
 20. MIFOS-2912    - Family Details Feature: Add ability to repurpose "Living Situation" Dropdown
 21. MIFOS-3603    - Create Role for Cloud users
 22. MIFOS-3646    - MIFOS_CONF set per-app server, should be per-Mifos instance
 23. MIFOS-3652    - Improvement for Accounting integration - Add ability to map GL codes from Mifos to Accounting system
 24. MIFOS-3747    - Add threshold triggers to continuous performance tests
 25. MIFOS-4075    - Create CI test instances for non-english locale automated tests
 26. MIFOS-4082    - Batch job execution should use Date from org.mifos.framework.components.batchjobs.TaskHelper.execute(long timeInMillis) , Not the system date
 27. MIFOS-4089    - Add more fields for Receipt ID and Receipt Date
 28. MIFOS-4100    - Clean up batch job functional specifications
 29. MIFOS-4145    - Flag PPI survey questions in list of View Questions
 30. MIFOS-4522    - Remove references to Interest Deducted at Disbursement in code
 31. MIFOS-4578    - add a database upgrade test that uses a recent snapshot of the test server database
 32. MIFOS-4598    - investigate if en_LB locale is still in use
 33. MIFOS-4650    - Update Process Flow States
 34. MIFOS-4846    - create mbeans that monitor/notify of batch job failures
 35. MIFOS-4907    - Change confusing English verbiage: Replace last with previous/prior
 36. MIFOS-5113    - Import Transactions from Excel Spreadsheet
 37. MIFOS-5157    - Mifos Installer, or simply EXE Launcher

Other

 1. MIFOS-4465    - Finish Spring/ftl implementation of Loan Product functionality in admin area
 2. MIFOS-4685    - As a Mifos user, I want to have the View Loan Account Details page converted to FTL
 3. MIFOS-4686    - convert Disburse Loan flow to SpringMVC/Freemarker
 4. MIFOS-4687    - As a Mifos user, I want to have the Edit Loan Account Status flow converted to FTL
 5. MIFOS-4689    - As a Mifos user, I want to have the Apply Charges flow in Loans converted to FTL
 6. MIFOS-4688    - As a Mifos user, I want to have the Apply Payment flow converted to FTL
 7. MIFOS-4690    As a Mifos user, I want to have the Apply Adjustment flow in Loans converted to FTL
 8. MIFOS-4691    - As a Mifos user, I want to have the Repay Loan flow in Loans converted to FTL
 9. MIFOS-4692    - As a Mifos user, I want to have the Edit account information flow in Loans converted to FTL
 10. MIFOS-4693    - As a Mifos user, I want to have the View repayment schedule page converted to FTL
 11. MIFOS-4694    - As a Mifos user, I want to have the View transaction history page converted to FTL
 12. MIFOS-4695    - As a Mifos user, I want to have the View installment details page converted to FTL
 13. MIFOS-4696    - As a Mifos user, I want to have the View Status History page converted to FTL
 14. MIFOS-4697    - As a Mifos user, I want to have the View Change Log page converted to FTL
 15. MIFOS-4698    - As a Mifos user, I want to have the Add a Note flow converted to FTL
 16. MIFOS-4699    - As a Mifos user, I want to have the See all notes page in Loan Account converted to FTL
 17. MIFOS-4841    - UI Conversion: implement define new system user using freemarker and spring weblfow