GSOC 2017 Web App Enhancements

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Project Summary

The community-app (AngularJS Web App) is the standard application which is built on top of the Fineract platform and provides all the core functionality for the most common methods of financial inclusion and products and services. In this project, I will be doing enhancements to the user interface of the community by ensuring the following things:

  •  Improve performance by introducing lazy loading
  •  Implement Wizard UI for product and account creation
  •  Improve the interface for role-based dashboards
  •  Redesign the client, group, and center records
  •  Redesign the loan and summary savings pages
  •  Implement UI for workflows and data-table entity checks
  •  Creating a style guidelines page


  • Enhanced user experience and usablitiy

Project Implementation Plan

1.Wizard UI for products and Account Creation

Wizard Interface is a process in which a complex form is broken into easier steps for better user understanding and experience. This part of the project involves implementing the Wizard UI to the following products and account creation pages:

● Loan Products Creation
● Saving Products Creation
● Share Products Creation
● Fixed Deposit Products Creation
● Recurring Deposit Products Creation
● New Share Application
● New Savings Application

The community-app is using angular-wizard  for creating the wizard interface. All the wizards created would follow a similar layout to the mock up below:

The user should be able to view/edit information in any step and there would be a review step at the end before the completion of the wizard similar to the one shown below:

There wizards would also have indicators, that indicate the state of the steps:

(a)Step has not been completed

(b)Step has been completed 

× Select Client(s)
(c)Step has errors

The division of steps in the wizards have been listed as follows:

Loan Product Creation: 

➢ Details
➢ Currency
➢ Terms
➢ Settings
➢ Interest recalculation
➢ Guarantee Requirements
➢ Loan Tranche Details
➢ Configurable terms & settings
➢ Charges & Overdue Charges
➢ Accounting

Savings Product Creation: 

➢ Details
➢ Currency
➢ Terms
➢ Settings
➢ Charges
➢ Accounting

Share Product Creation: 

➢ Details
➢ Currency
➢ Terms
➢ Settings
➢ Market Price
➢ Charges

Fixed Deposit Product Creation: 

➢ Details
➢ Currency
➢ Terms
➢ Settings
➢ Interest rate chart
➢ Charges
➢ Accounting

Recurring Deposit Product Creation: 

➢ Details
➢ Currency
➢ Terms
➢ Settings
➢ Interest rate chart
➢ Charges
➢ Accounting

Share Account Application:

➢ Details
➢ Terms
➢ Charges

Savings Account Application:

➢ Details
➢ Terms
➢ Charges

2. Improve interface for role-based dashboards:

The current dashboard of the community-app is used to show details like recent/frequent activities and statistical data about client trends, amount disbursed, amount collected (which is only available for super user). However, the community-app is lacking role-based dashboards. So, this part of the project involves adding an enhancement to include custom dashboards based on the role of the user.

The basic idea is the identify the role of the user when he/she is logged in and route to the corresponding dashboard view. By creating different dashboard templates ( something like: dash_admin.html , dash_LoanOfficer.html) It would be possible to load the dashboard views based on the permission of the current user. The permissions of the current user could be accessed by `scope .currentSession.user.userPermissions`  and these permissions will be compared with the permissions for the required dashboard. Based on this, we could identify the dashboard template for the logged in user. This is similar to how the home page work in the community-app using the 'getHomepageIdentifier()'. 

The roles and templates for the dashboard require further discussions with the mentor(s) and the community.

3. Redesign loan and summary savings pages:

Re design is required for the current loan and savings detail pages. I will be referring the following mock ups for the redesign of loan and savings pages:

Savings Summary:

Loan Summary:

4. Redesign Client, Group and Center records:

Client page:

Mockups are being created for the center and group pages.

5. Performance Improvements by introducing Lazy Loading ( discussion to be made ):

Currently, in the community-app all the scripts are loaded and rendered in a single go. However, since the community-app has a huge codebase, it might not be a good approach to load all the scripts when the app starts because:

  1. Performance would reduce:

    The community-app has a huge codebase hence there are a lot of scripts is required to be loaded. Loading all of them at once may take lot of time and data which leads to less performance.

  2. Waste of scripts

    Consider a case where the user just wants to access one part of the app. In this case, following the normal approach (where all scripts are loaded at once)  may not be an efficient method since this might lead to a lot of unwanted scripts which we don't require. Hence, It would be better if we only loaded the scripts which is required

Hence by Lazy Loading the scripts, we only load the script when required ( when the route is accessed ). This reduces the amount of scripts loaded at a single time and also the performance would be improved. 

For the Lazy Loading, I will be using a AngularJS library known as ocLazyLoad


6. Workflows and Entity Data table checks( discussion to be made)

Discussion needs to be done.

7. Style Guidelines Page

With the increasing number of contributors to the Mifos Initiative and the community-app, we also need to make sure that the changes made by the developers in any user interface should maintain the design standards of the same.

This part involves creating a style guidelines page so that developers could easily refer to it and make changes. The guidelines page would contain the components and UI elements which are used in the community-app. Also, we could include some code snippets for certain CSS classes, icons, alerts etc. So that developers could just pick the components and ensure that the changes made follow the design standards of the app.


Community - Bonding

( May 5 , 2017 - May 15 , 2017 )

(2 weeks)

● Become more familiar with the technologies used in the app.

● Discussions with mentor(s) regarding the implementations which have been planned and also discuss about further enhancements which could be done to the community-app.

● Get to know fellow developers and make sure they know me and know what project I am working on ( this would give my project a kick start ).

May 16, 2017 - May 30, 2017

(2 weeks)

End - Semester Exams

Official Coding begins

May 30, 2017 - June 30, 2017

(2 weeks)

● Implement Wizard Interface for product and savings creation
● Check for possible faults and errors by getting it reviewed by mentor(s)

(2 weeks)

  • Re design Client, Group and Center Record
  • Check for possible faults and error by getting it reviewed by mentor(s)
June 30, 2017 (Phase 1 Evaluation Deadline)
June 30, 2017 - July 28, 2017

( 1 week )

  • Re-design loan and summary savings page

(1 week)

  • Add role-based dashboard functionality

(2 weeks)

  • Continue working on role-based dashboard functionality
  • Improve workflow/Entity table checks
  • Get code reviewed from mentors

July 28,2017 (Phase 2 Evaluation Deadline)

July 29, 2017 - August 29, 2017

(2 weeks)

  • Finish Possible Backlogs
  • Create Style-guidelines page

(2 week)

  • Gather community - feedback and work on changes suggested by community
  • Project Documentation
  • Blog about GSoC Experience
August 29,2017 Final Evaluations Deadline

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