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GSOC 2013 - Data Import Tool

GSOC 2013 - Data Import Tool

Jan 02, 2014

 

Project Idea

Getting their initial data into Mifos X when setting the platform up for the first time is often time-consuming and difficult for MFIs. This project will create an Excel-based data import tool for directly importing bulk data into Mifos X. Using the REST APIs exposed by the platform, this tool will import the following data: Client Details, Client Loan and Saving account details, Client Fee Details, Client repayment History. Upon completing their initial organizational and loan product configuration, the MFI can generate a pre-formatted Excel template to import their data in. These templates will primarily be used for inputting manual paper-based or other Excel-based data but could also be used for migration from another system database.

Planned Schedule

Up to June 1 : Get to know the request parameters for entities to be imported. Discuss details with mentor.

Timeline

Objectives

Timeline

Objectives

Week 1 (June 09)

 Implementing the workflow with a simple entity such as Office.

Week 2 (July 16)

  • Implementing Client Import template where the first two sheets of workbook are pre-formatted with existing Offices and Personnel entered through the MifosX platform and these constraints are imposed on the third worksheet.

  • Import of the above workbook.

Week 3 (July 23)

  • Implementing Client Loan import template where the first three sheets of workbook is pre-formatted with existing Loan Product and Loan Officers configuration entered through the MifosX platform and Clients  entered in the above step and these constraints are imposed on the fourth worksheet. 

  • Import of the above workbook. 

Week 4 (July 30)

  • Continue on the above task.

Week 5 (Aug 6)

  • Implementing Client Repayment History import template where the first sheet of workbook is pre-formatted with Client Loans imported in the first step and these constraints are imposed on the second worksheet.

  • Import of the above workbook.

Week 6 (Aug 13)

  • Check the workflow through various test cases if the code breaks anywhere. 

Week 7 (Aug 20)

  • Implement Saving Account import template where the first two sheets of workbook is pre-formatted with existing Offices and Clients imported in the first step and these constraints are imposed on the third worksheet. 

  • Import the above workbook.

Week 8 (Aug 27)

  • Implement Savings Transactions import template and importing the workbook.

Week 9 (Sept 3)

  • Implement Groups import template (including Meetings import) and importing the workbook.

Week 10 (Sept 10)

  •  Integrating support for groups in Group Lending and Group Savings.

 

Week 11 (Sept 22)

  • Write unit tests and document the work.

Project Details

JIRA: https://mifosforge.jira.com/browse/MIFOSX-120

Github: https://github.com/openMF/DataImportTool