Adding exisiting clients to a group

Date last updated: 16 May 2007 – Nesrine

UI Screens for this feature are available `here <https://mifos.dev.java.net/source/browse/mifos/documents/ui-workspace/22_Mar_2007.zip>`_.

To view the screens, download and extract the zip folder, click on login.htm, and if your browser gives you a warning select "Accept blocked content". Click "Login" button, click on "admin" tab, and follow the user flow below.

Test cases are available here `here <https://mifos.dev.java.net/files/documents/5045/57847/file_57847.dat/TestCasesGAP(5)>`_.

Feature Overview

In conjunction with the feature of removing a client from a group, Removing Group Membership, it is important for an MFI to be able to add exisiting clients to a group. The current functionality in Mifos only allows adding a new client to a group.

Feature Summary

Prerequistes for Adding an exisiting client to a group

The individual client status should not be neither closed or cancelled
The individual client should not have an active loan.
The group status must be upper or equal to the client status (see Additional information for more details).

User Flow: Adding an exisiting client to a group

The user enters into the Mifos system.
The user then searches for the client who needs to get added to a group.
From the list of search results, the user selects the required client name. (In the navigational UI prototype, click on the second search result John Anderson: ID 12380)
System displays the individual's client details page.
On the client details page, the user then clicks on "Edit meeting schedule/Group membership"
System displays the meeting schedule for the client.
User clicks on "Add group membership"
System displays the add group membership where the user can search for a group name.
User then clicks on search.
System displays the search results which are the groups present in the client's branch with statuses: partial application, pending approval, approved/active.
User clicks on a group name.
System displays a confirmation page for adding the client to the group.
Clicking on submit will add the client to the group.
At any point of time, clicking on Cancel, will return the user to the client details page without submitting any information.
System performs the following validations/actions: _ Ensures that the individual does not have an active loan. The state of the client's loan can be closed or cancelled. _ When a client is added to a group, necessary changes should be reflected in the group details page in sections such as
- Clients Assigned
- Performance History
Changes to the group will be reflected in the "due deposits for that group": If the group's mandatory savings acccount is calculated as "per individual" , the amounts are recalculated based on the new number of clients
The client will inherit the meeting schedule of the assigned group.
The client will inherit the loan officer of the assigned group.
Changes should be reflected on the change log
Permissions _ To access this feature, the user must have permissions for editing meeting schedule. _ Since this feature is inside edit meeting schedule, we could allow any user who has edit meeting permission to access this feature. * Otherwise a new permission will need to get added for "Add an existing client to a group" in the client management section under clients.

Additional Information

The group status should be upper than the client status means the following: _ If the client status is Approved/active or on hold, only groups with Approved/active status are displayed _ If the client status is pending approval, only groups with Approved/active or pending approval status are displayed * If the client status is partial application, groups with Approved/active, pending approval or partial application status are displayed