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 |