Nayan,
Great idea. All MFIs need a test instance before/after they go live. And
this will be an easy way for them to do their tests/training etc.
Here is what I would suggest to include as part of the sample data:
Office
Staff (user ID)
Loan Officers
Clients (with meaningful names)
Head Office
Adam A (adama)
Aliya A
1 client
Manila
Ben B (benb)
Mary M
2 centers
1 center having 2 groups
2 groups having 3 clients each
Pasay
Jane J (janej)
John K
No clients
Some relevant configurations
a) loan purposes - Tailoring Shop, Small Provisions Store, Agriculture,
Cattle Rearing, Others
b) Client Closure Reason - Blacklisted, Deceased, Transferred, Left,
Others
c) Customer Identifiers - Passport ID, Driving License, Ration Card,
Government ID, Voter ID
d) Gender - Male, Female
1 source of funds - Loan from Central Bank
Products
1 Loan product - Income Generating Loan
1 savings product - Voluntary savings
1 Fee - Processing Fee
(These are to be mapped to the account heads)
No need to create any loans/savings accounts as they would quickly become
overdue as time goes by.
Thanks and Regards
Binny Gopinath Sreevas
Skype: binny.gopinath
From: Nayan Ambali [mailto:nayan.amb...@gmail.com]
Sent: 05 March 2014 17:55
To: A good place to start for users or folks new to Mifos.
Cc: Dayna Harp; Nayan Ambali
Subject: Re: [Mifos-users] Task: Ship Mifos X with a default chart of
accounts (and perhaps small set of dummy data)
Binny,
I looked into attached CoA, for me it looks complete set of CoA for anybody
to start.
For sample data, I am thinking if we can add one more tenant by default and
this will have sample data and MFIs can always use this tenant for training,
experimenting on new configuration or to test new loan/saving products.
Thanks
Nayan Ambali
Thanks and Regards,
Nayan Ambali
+91 9591996042
skype: nayangambali
On Thu, Feb 27, 2014 at 3:18 PM, Binny Gopinath Sreevas
<binny.gopin...@gmail.com> wrote:
All,
(Re-sending from my gmail account. Else, it bounces from the user group)
Here is the chart of accounts (in Excel format) that I can suggest. Please
let me know if you have any comments.
Need your suggestions so that this can be incorporated as the default chart
of accounts in the next release.
Thanks
Binny
From: Ed Cable [mailto:edca...@gmail.com]
Sent: 26 February 2014 22:36
To: A good place to start for users or folks new to Mifos.
Cc: Dayna Harp; Nayan Ambali; Binny Gopinath
Subject: Re: [Mifos-users] Task: Ship Mifos X with a default chart of
accounts (and perhaps small set of dummy data)
Hey guys,
I like these suggestions.
How do we go about making them happen:
1) Including Chart of Accounts in the war
2) Prompting user in web app if they would like to load initial test data -
would we use the data set at:
https://groups.google.com/d/msg/mifosdeveloper/awxiI9gyDGo/EXxIK-H-iG4J
Ed
On Tue, Feb 25, 2014 at 8:31 PM, Nayan Ambali <nayan.amb...@gmail.com>
wrote:
Ed and Gurpreet,
I was thinking exactly the same :)
@Ed, I feel it is better include Chart Of Account in the product (in the
war) and let user edit/modify later based on the institute's requirements.
Only sample data should be externalized (but package with release) and as
Gurpreet said user can load it on demand. It is not just for documentation,
the main purpose is it reduces the learning curve for first time users.
Do you remember what "Karl Oskar Teien" said about not able create loan
because there were no products.
I see this very important step and we should come-up with minimum data set
but mean time cover all the use cases.
Thanks
Nayan Ambali
Thanks and Regards,
Nayan Ambali
+91 9591996042 <tel:%2B91%209591996042>
skype: nayangambali
On Wed, Feb 26, 2014 at 9:16 AM, Gurpreet Luthra <glut...@thoughtworks.com>
wrote:
+1 to having the ability to load sample data in MifosX. Very useful.
In OpenMRS, when it starts for the "first time", it asks the question on the
web console if you would like to "load" demo data.
Regards
Gurpreet
On 26 February 2014 04:31, Ed Cable <edca...@mifos.org> wrote:
Hey guys,
As we're working on product documentation and initial customer onboarding,
this would be a component that would speed up initial set up.
Binny - I know we were looking at doing this for one of the releases this
quarter - could this be an introductory task that we could have a volunteer
take on (we're in need of small tasks as the GSoC students start to "bond").
Is it as simple as having this MySQL command at
https://mifosforge.jira.com/browse/MIFOSX-592 be part of the initial
population of the database.
Perhaps if we didn't do this in the general war release but only on cloud
images or at least on images we deploy for sandbox environments and the
image we have on Microsoft VM Depot.
Taking it one step further, a nice place to get to initially would be having
the sandbox environment be deployed with a small base set of dummy data - a
few clients, group, centers, offices, products.
Do we have such a small set of test data that we could deploy with? If we
didn't ship it in the war or a cloud image, perhaps we could simply make the
test data set available and make documentation simple on how to load that
test database.
Ed
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