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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 priority of implemeting 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\

Loans

  1. MIFOS-2670\ - Show selected currency for loan on Loan Details page\
  2. MIFOS-3305\ - handling overpayments of remaining loan balance\
  3. MIFOS-5116\ - Allow user to set on which day the first repayment date of loan should fall\
  4. MIFOS-2836\ - when user cancels loan creation workflow when starting on Client Details, should return to Client Details\Page\
  5. MIFOS-2889\ - Add in ability to disburse/approve loans in the past\
  6. 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

  1. MIFOS-4067\ - Ability to edit the max withdrawal amount for a client\
  2. MIFOS-1911\ - Status of Savings Account does not change to inactive depending on the "Dormancy definition" set for Savings Accounts\

Redo

  1. MIFOS-2128\ - Application date, application approval and notes information lost when redoing a loan\
  2. MIFOS-2548\ - when redoing a loan, the payment type is fixed as CASH\

GLIM

  1. MIFOS-2808\ - GLIM: Min/max loan amounts should be per-individual\
  2. MIFOS-3847\ - GLIM: Total in Group Loan Repayment Schedule does not equal the sum of individual repayment schedule (amounts due)\
  3. 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

  1. MIFOS-2716\ - Showing trailing zero for Rate Fees because of Double to String Conversion\
  2. MIFOS-3384\ - Late Payment Penalties\
  3. MIFOS-3929\ - There should be a possibility to attach fees other than MiscFee if current date is past loan installment date\
  4. MIFOS-4080\ - In Clients and Accounts screen list of centres change order to be alphabetical\
  5. MIFOS-4319\ - Commission fee, payable in installments\
  6. MIFOS-5049\ - Updates Fees display in Loan Creation to be in a table format\
  7. MIFOS-3952\ - Improve the usability of the account summary information in the charges page\

Bulk

  1. 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\
  2. MIFOS-2638\ - CSE Mandatory field selection empty\
  3. MIFOS-2655\ - Text box not wide enough for contained data in CSE\
  4. MIFOS-3127\ - Add in bulk approval for client and group accounts\
  5. MIFOS-3485\ - bulk adjustments\
  6. MIFOS-5092\ - FE wise Bulk Data Entry Option Instead of Center\

Other

  1. MIFOS-1418\ - Cannot enter system IDs in search for shortcut links\
  2. MIFOS-1089\ - Inactive Label Confusing\
  3. MIFOS-1332\ - When searching to add savings account, clients pending approval should give user-friendly msg\
  4. MIFOS-1501\ - Single-item dropdowns should default to the lone value\
  5. MIFOS-2960\ - Make all text and links in Mifos application the same size\
  6. MIFOS-2967\ - Center options still show up in Mifos even after turning off feature\
  7. MIFOS-3602\ - Ability to edit and/or delete notes\
  8. MIFOS-3837\ - Add a Date Picker Javascript Calendar for Dates Input Fields\ / MIFOS-5048\ - Add date picker for Disbursal Date in Create Loan\
  9. MIFOS-4118\ - Displaying Receipt Detail in UI\
  10. MIFOS-4534\ - Add meeting date changes to change log\
  11. MIFOS-1884\ - Date of transaction field is not populating correct date if holiday repayment rule set as next meeting/next working day\

BIRT

  1. MIFOS-1731\ - Filter for BIRT files in upload admin documents browse dialog\
  2. MIFOS-1733\ - Refactoring of Report Module\
  3. MIFOS-1792\ - Provide ability to multi-select report parameters\
  4. MIFOS-1833\ - Branch Report should read arrears aging periods from config file or database\
  5. MIFOS-2048\ - Collection Sheet report generates message box when date parameter is blank\
  6. MIFOS-2431\ - Add in ability for BIRT to use db connection parameters from within Mifos\
  7. MIFOS-2435\ - allow configuration of custom reports directory\
  8. MIFOS-2801\ - Give better feedback to end user when report fails\
  9. 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

  1. MIFOS-4168\ - Add ability to assign Question Group to individual Savings Products\
  2. MIFOS-4225\ - Unable to edit Answer Type for Question under Admin / View Questions / Edit Question\

Products

  1. MIFOS-8\ - Enable products to be limited by branch\
  2. MIFOS-2501\ - Add min and max date range to Loan Product definition\
  3. MIFOS-3549\ - Ability to add more cycles than what's available to a loan product\
  4. MIFOS-3756\ - Display warning message when creating new loan not allowed per product mix.\

Savings

  1. MIFOS-864\ - Manual: Allowing to withdraw the amount from Savings Account for the Client in OnHold state.\
  2. MIFOS-2858\ - Feature: Show expected interest to be awarded on the savings account to support account closure processes\

Loans

  1. MIFOS-2878\ - Add ability to reverse writing off of a loan in case of later recollection of the outstanding amount\
  2. MIFOS-2939\ - Allow option to repurpose "Purpose of Loan" dropdown label in Loan Application\
  3. MIFOS-3355\ - Allow backdating of Repay Loan\
  4. MIFOS-3422\ - Enforce a savings/loan ratio to ensure adequate collateral\
  5. MIFOS-3849\ - When doing a writeoff transaction, system does not allow backdating of transactions\

Clients

  1. MIFOS-2938\ - Duplicate client check should run on first page of client application workflow\
  2. MIFOS-1489\ - Need ability to move a client with savings acct out of a group\
  3. MIFOS-4366\ - Facility to move members, groups and centers without having to close active loans\

Groups

  1. MIFOS-4232\ - Improve wording on error message for changing client's membership to same Group\

Bulk

  1. MIFOS-1439\ - Having a Question Group on the bulk entry field would be usefu\l
  2. MIFOS-1488\ - Allow bulk entry prior to the last meeting\
  3. MIFOS-2392\ - Add print option to Collection Sheet Entry\
  4. MIFOS-2700\ - When multiple currencies are set, give the user a warning if using Collection Sheet Entry on a bad center\
  5. MIFOS-2739\ - CSE: Need to determine proper behavior if running CSE on a previous date that is before an account was closed\
  6. MIFOS-2961\ - Should client accounts "on hold" appear in collection sheet entry\
  7. MIFOS-3421\ - CSE allows user to enter in any payment type - make it read from accepted payment types\
  8. MIFOS-3493\ - Handle cases when both users do both CSE and individual loan disbursal\
  9. MIFOS-3500\ - Split rights for CSE into ability to enter collections and ability to disburse loans\
  10. MIFOS-3583\ - Number of digits visible in bulk collection sheet (and manual payment screen)\

Login

  1. MIFOS-1498\ - need better auditing for user login/logout\
  2. MIFOS-2766\ - Allow creation of loan officers that cannot login to system\
  3. MIFOS-2816\ - Improve Login time\
  4. MIFOS-2743\ - provide user interface showing progress during Mifos startup\
  5. MIFOS-3250\ - Add ability to put custom strings on Mifos login page\

Fees

  1. MIFOS-2468\ - Add ability to set the due date for Fees independent of meeting schedule\
  2. MIFOS-2760\ - Make Define New Fee "fee calculation" options toggle\
  3. MIFOS-3304\ - Allow application of Upfront Loan Fees that are based on the outstanding loan amount\

Other

  1. MIFOS-1495\ - Add breadcrumbs to confirmation result screens\
  2. MIFOS-2104\ - When manually navigating office heirarchy, no indicator of which loan officer was selected\
  3. MIFOS-2428\ - Mifos still runs with invalid financial action mappings, causing runtime errors\
  4. MIFOS-2745\ - Add link to "Create Center" when browsing Offices\
  5. MIFOS-2867\ - References to Activities field should be consistent throughout Mifos\
  6. MIFOS-2870\ - Add ability to change meeting schedule between weekly and monthly.\
  7. MIFOS-2890\ - Add "Create New Center" to Home quick start\
  8. MIFOS-2925\ - Produce all error messages right away for product definition\
  9. MIFOS-2952\ - MFI Joining date is account creation date, not the real joining date for the center/group/client\
  10. MIFOS-3068\ - Generate meetings from current date on dormant data\
  11. MIFOS-4571\ - add support for multiple timezones to Mifos\
  12. MIFOS-3516\ - upload directory should be within MIFOS_CONF by default\
  13. MIFOS-3568\ - improve security/convenience for Pentaho Admin Console: HTTPS, admin login\
  14. MIFOS-3955\ - Enforce role for all new system users\
  15. MIFOS-4021\ - Update Pentaho reports to allow more than 1 currency\
  16. MIFOS-4029\ - Order of fields in forms for creating new clients, groups, etc. should be configurable\
  17. MIFOS-4059\ - Meeting schedules should not be made mandatory in application\
  18. MIFOS-4227\ - Determine browser support\
  19. MIFOS-4231\ - Retain line feeds in free text answers\
  20. MIFOS-4287\ - Viewing translatated, long question causes overlap\
  21. MIFOS-4719\ - View accounting exports - archive or condense lists of older reports\
  22. MIFOS-5042\ - Collateral Type and Note should be under Loan Account Fields in Define Hidden/Mandatory Fields instead of System Wide fields\
  23. 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

  1. MIFOS-2934\ - Give ability to create pending approval loans for clients that aren't approved\
  2. MIFOS-3985\ - Add loan Category At the time Disbursement\
  3. MIFOS-5124\ - Interest rebate: interest on loan recalulated at end of loan to determine if rebate should occur\

Savings

  1. MIFOS-4090\ - Distinguishing Withdrawal types\

Clients

  1. MIFOS-1555\ - Add ability to select LO in "Change Branch Membership" pipeline\

Bulk

  1. 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

  1. MIFOS-2848\ - Allow creation of a Fee w/o a specified amount\
  2. MIFOS-4490\ - Display in UI which charge type (one-time fee, recurring fee, overdue charge) is partly paid after partial payment\

Other

  1. MIFOS-2389\ - Improve filing issues from Mifos\
  2. MIFOS-2742\ - provide user interface showing progress during automated database upgrades\
  3. MIFOS-2769\ - external id should be unique\
  4. MIFOS-2779\ - Create acceptance tests for center meeting changes\
  5. MIFOS-2783\ - GL Configuration: Needs to sit in configuration directory and be part of Mifos package\
  6. MIFOS-2849\ - Add IP Address to Stored Session Information\
  7. MIFOS-2868\ - Add ability to edit GovernmentID\ can be edited after creation but only in pending approval state
  8. MIFOS-2885\ - Reduce/Remove batch constraints on 24x7 mifos operation (use system if batch jobs running)\
  9. MIFOS-2912\ - Family Details Feature: Add ability to repurpose "Living Situation" Dropdown\
  10. MIFOS-3603\ - Create Role for Cloud users\
  11. MIFOS-3646\ - MIFOS_CONF set per-app server, should be per-Mifos instance\
  12. MIFOS-3652\ - Improvement for Accounting integration - Add ability to map GL codes from Mifos to Accounting system\
  13. MIFOS-3747\ - Add threshold triggers to continuous performance tests\
  14. MIFOS-4075\ - Create CI test instances for non-english locale automated tests\
  15. MIFOS-4082\ - Batch job execution should use Date from org.mifos.framework.components.batchjobs.TaskHelper.execute(long timeInMillis) , Not the system date\
  16. MIFOS-4089\ - Add more fields for Receipt ID and Receipt Date\
  17. MIFOS-4100\ - Clean up batch job functional specifications\
  18. MIFOS-4145\ - Flag PPI survey questions in list of View Questions\
  19. MIFOS-4522\ - Remove references to Interest Deducted at Disbursement in code\
  20. MIFOS-4578\ - add a database upgrade test that uses a recent snapshot of the test server database\
  21. MIFOS-4598\ - investigate if en_LB locale is still in use\
  22. MIFOS-4650\ - Update Process Flow States\
  23. MIFOS-4846\ - create mbeans that monitor/notify of batch job failures\
  24. MIFOS-4907\ - Change confusing English verbiage: Replace last with previous/prior\
  25. MIFOS-5113\ - Import Transactions from Excel Spreadsheet\
  26. 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\
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