Future Improvements & New Features

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 implementing and by category (area).

 Priority 1

Area    

Ticket

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

Priority 2

Area

Ticket

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

Priority 3

Area

Ticket

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

Priority 4 (FTL)

Area

Ticket

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