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https://issues.apache.org/jira/browse/FINERACT-58?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Awasum Yannick reassigned FINERACT-58:
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Assignee: (was: Markus Geiss)
> 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: Ed Cable
> Priority: Major
> Labels: gsoc2016
>
> 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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