Edward Cable created FINERACT-58:
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Summary: Improvements to User Generated Documents (Templates)
Module
Key: FINERACT-58
URL: https://issues.apache.org/jira/browse/FINERACT-58
Project: Apache Fineract
Issue Type: Improvement
Components: Client
Reporter: Edward Cable
Assignee: Markus Geiss
The user-generated documents module was developed during the 2013 Google Summer
of Code program to provide a WYSIWYG editor/mail-merge functionality for easily
generating customer-facing documents (letters, account statements) that
dynamically pull in data stored in Fineract.
These UGDs/Templates were also heavily utilized for our SMS bridge module. We
need to stabilize and extend the module by doing the following:
* Improvements to the UI - to provide Logical names for pre-defined fields
* Extend it for Deposit Accounts too
* For Loans and Deposits accounts, we should be able to access Client Details
* For loans - allow Loan Summary and Tranche details tabs to be accessible in
the template
* Allow data table fields to be accessible for Clients and Loans and Deposits
* For Loans and Deposits - allow transaction tab to be accessible in template -
need a way to specify a specific transaction type and/or a date or a date-range
as inputs for these at the time of invoking the report
* Allow basic filters like date-range for transactions related templates
* Allow totals for amount fields for transactions related templates
Skills needed: SQL, Java, Javascript, Git
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