Hi Soham,

Thanks for trying out the Collection Sheet. We would be glad to answer your
queries. Here are the clarifications to your questions :

1. <quote>First you need to create 2 loan products and 2 savings products.
Then enter the ids of
these product offerings in this file (you can get the ids by a "select
prd_offering_id from prd_offering") </quote>
Why is this required? If I add more products do i have to update this file?
Or is 2 the minimum?.. basically i want to understand the logic behind this.
It seems counterintuitive to set a "dynamic" id that is generated when a
product is created into a resource file. Or is this a limitation of BIRT
report?

You have to configure 2 product ids in this file.
When we started out making the report, we referred to the old layout of
collection sheet, which was displaying information for 2 savings and 2 loan
products. Also when making the new report, displaying information about 2
offerings from loans and savings perfectly fit in the landscape layout, so
it is designed this way.
We did it as per the requirement, because the MFIs generally wont need to
reconfigure the product ids that often, and it would cater to their main
saving and loan offerings. Ids were chosen as token since they are uniquely
identified in offering table.

2. I tested the report with 4 meeting dates being passed and saw the
correspoding reports. However the older ones that i have printed and also
collected from the enter collection sheet data interface still show up. This
means that as we move forward, the select date field will display a lot of
dates? Or is there a cutoff i can set somewhere. In other words once a
collection sheet is generated how can i make it not show up in the list.

This is a bug, during development we had a arbitrary date setup so that we
didn't need to generate a lot of data. We missed to change it to production
setting. I am will be submitting a patch related to this and will update you
about the issue.
So after applying the patch, only meeting dates that fall in the future will
be displayed in drop down.

3. There is a setting MFI can set through
applicationConfiguration.custom.properties  , the property being
CollectionSheet.DaysInAdvance=1. Is this property being used when generating
collection sheets, and if yes what is the maximum number of days that can be
set?

This setting is related to the batch jobs that populates the data related to
collection sheet. We dont have full knowledge of how batch job works but
this setting is for generating the data in future date. So if you have it
set to 1, the batch job will populate it for meeting dates that fall
tommorrow, if you have it as 2, then for all dates falling on day after
tomorrow. So you will be able to generate collection sheet for those dates
in advance. There is no upper cap on it, but this basically captures the
data currently in the system for those dates, so if you have any changes
after the batch job for that date has run, it wont be shown up on collection
sheet.

I hope I was able to clarify your queries, if you have any doubts just fire
a mail and I will try to get back to you asap.

Regards,
Amiruddin Nagri,
ThoughtWorks India Pvt Ltd,
Bangalore, 560008, KA
India

Y! IM : [EMAIL PROTECTED]
GTalk : [EMAIL PROTECTED]
Mobile Number : +919980141980

On Thu, Mar 6, 2008 at 12:25 PM, Soham Dhakal <[EMAIL PROTECTED]> wrote:

>  Hi all,
> I was able to get the report to display after making the changes as per
> Pramod's email. Thanks. The report looks good.
>  However I have some queries around this:
>
> 1. <quote>First you need to create 2 loan products and 2 savings products.
> Then enter the ids of
> these product offerings in this file (you can get the ids by a "select
> prd_offering_id from prd_offering") </quote>
> Why is this required? If I add more products do i have to update this
> file? Or is 2 the minimum?.. basically i want to understand the logic behind
> this. It seems counterintuitive to set a "dynamic" id that is generated when
> a product is created into a resource file. Or is this a limitation of BIRT
> report?
>
> 2. I tested the report with 4 meeting dates being passed and saw the
> correspoding reports. However the older ones that i have printed and also
> collected from the enter collection sheet data interface still show up. This
> means that as we move forward, the select date field will display a lot of
> dates? Or is there a cutoff i can set somewhere. In other words once a
> collection sheet is generated how can i make it not show up in the list.
>
> 3. There is a setting MFI can set through  applicationConfiguration.*
> custom*.properties  , the property being CollectionSheet.DaysInAdvance=1.
> Is this property being used when generating collection sheets, and if yes
> what is the maximum number of days that can be set?
>
> The testing i have done are not complete but mostly to see how things
> would work.. We will be testing with some real data next few weeks and I
> will send more feedback...and suggestions (which could very well fall out of
> scope for this release ;-)
>
> Regards
> Soham
>
>
>
>  ------------------------------
> *From:* Beth Mazur [mailto:[EMAIL PROTECTED]
> *Sent:* Thursday, March 06, 2008 1:22 AM
> *To:* [EMAIL PROTECTED]; Pramod Biligiri; Amiruddin Nagri; Nandini
> Yadalam
> *Subject:* RE: [Mifos-developer] Collection sheet report: Is itpart
> ofthebaseRev?
>
>  Hi Soham-
>
> It will be great to hear how this works for you.  We have recently
> developed this report, and finding out how this works for a range of MFIs
> will be very helpful for our upcoming release.
>
> I have copied the team working on the report also.
>
>
>
> Thanks,
>
> Beth
>
> Technical Program Manager on Mifos
>
>
>
> *From:* [EMAIL PROTECTED] [mailto:
> [EMAIL PROTECTED] *On Behalf Of *Pramod
> Biligiri
> *Sent:* Wednesday, March 05, 2008 4:03 AM
> *To:* Developer
> *Cc:* [EMAIL PROTECTED]; 'Developer'
>
> *Subject:* Re: [Mifos-developer] Collection sheet report: Is itpart
> ofthebaseRev?
>
>
>
>
> Hi Soham,
> The Collection Sheet report has a configuration file called
> reportproducts.properties
> (present in WEB-INF\classes\org\mifos\application\reports\resources).
>
> First you need to create 2 loan products and 2 savings products. Then
> enter the ids of
> these product offerings in this file (you can get the ids by a "select
> prd_offering_id from prd_offering")
>
> After setting these values, you can submit the report parameters again
> using the parameters form
> page and you should be able to view the report.
>
> The output of the CollectionSheetTask batch job is stored in the following
> tables:
> coll_sheet, coll_sheet_customer, coll_sheet_loan_details and
> coll_sheet_savings_details
>
> Pramod Biligiri,
> ThoughtWorks
>
> [EMAIL PROTECTED] wrote on 03/05/2008 02:29:30
> PM:
>
> > Hi Amir
> > I tried to test this with a basic data set. Just one client who has a
> > mandatory saving account. I changed the time to 11:59 pm , started the
> > server which triggered the collection sheet task..i saw logs which are
> > logging collection sheet related data. But when i view the report its
> > empty. It is logging an exception, which i have attached with this
> email.
> >
> > Where can I look to see if the data was generated? or better yet how I
> > troubleshoot this (tables, logs etc). When i go to "enter" the
> > collection sheet data i do see the proper listing, i.e. the amount to
> > be deposited for the savings account.
> >
> > Thanks
> > Soham
> >
> > From: [EMAIL PROTECTED] [mailto:mifos-
> > [EMAIL PROTECTED] On Behalf Of Amir Nagri
> > Sent: Thursday, February 28, 2008 3:35 PM
> > To: Developer
> > Subject: Re: [Mifos-developer] Collection sheet report: Is it part
> ofthebaseRev?
>
> > Hi Soham,
> >
> > The CollectionSheetTask is configured to run after every 24hrs and is
> > run automatically around mid night.
> >
> > You dont have to run the batch job manually, probably leave the server
> > running for a night, you should have sufficient data to try and test
> > Collection Sheet Report.
> >
> > Hope this help.
> >
> > Regards,
> >
> > Amiruddin Nagri,
> > Bangalore, 560008, KA
> > India
> >
> > Y! IM : [EMAIL PROTECTED]
> > GTalk : [EMAIL PROTECTED]
> >
>
> > On Thu, Feb 28, 2008 at 1:57 PM, Soham Dhakal <[EMAIL PROTECTED]>
> wrote:
> > Hi Beth,
> > Do i need to do anything special for the collectionSheetTask or is it
> > automatically set up?
> >
> > Thanks
> > Soham
> >
> >
> > From: [EMAIL PROTECTED] [mailto:mifos-
> > [EMAIL PROTECTED] On Behalf Of Beth Mazur
> > Sent: Wednesday, February 27, 2008 1:07 PM
> >
> > To: Developer; [EMAIL PROTECTED]
> > Subject: Re: [Mifos-developer] Collection sheet report: Is it part of
> > thebaseRev?
>
> > Hi Soham-
> > This patch has been checked in.  You can upload the report to Mifos-
> > the report template is called "LayoutRpt.RptDesign."  It can be found
> > in the code tree under BirtReportDesign.  The report will be called
> > CollectionSheetReport in later revisions.
> >
> > Please let me know if you have any feedback and/or questions when
> > testing this report ,as we have not yet done thorough testing of the
> > report.  The performance is a little slow for the parameter screen
> > with large data sets.  Also, the report is dependent on the
> > CollectionSheetTask which doesn't currently work in all situations.  I
> > am looking into the issue with the task now.
> >
> > Thanks,
> > Beth
> >
> > From: [EMAIL PROTECTED] [mailto:mifos-
> > [EMAIL PROTECTED] On Behalf Of Soham Dhakal
> > Sent: Tuesday, February 26, 2008 9:00 PM
> > To: 'Developer'; [EMAIL PROTECTED]
> > Subject: [Mifos-developer] Collection sheet report: Is it part of the
> baseRev?
> >
> > Hi All,
> > I remember a while back Pramod submitted a patch for collection sheet
> > report. Is this already checked into the code base? If it is, are
> > there any instructions (special) in setting this up? For e.g. there is
> > a "days in advance" property in the properties file which is intuitive
> > but are there any other such requirements?
> >
> >
> > If not where can i get the patch from, I dont see it in the patch queue.
> >
> >
> > Thanks
> > Soham
> >
> >
> >
> >
> -------------------------------------------------------------------------
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> >
> > [attachment "collection sheet_error.txt" deleted by Pramod
> > Biligiri/India/ThoughtWorks]
> >
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>
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