Hi Lassaad and Nesrine, A few months ago, you mentioned the requirement to allow users to "re-open" a client that has been closed in Mifos. We are beginning to work on this issue and would like a bit more information. Nandini, our business analyst at ThoughtWorks, will be working to help flesh out the functionality.
(*) How frequently does this happen: a couple of times a month? More than that? Do you have a general sense of how many current clients have been "re-opened" from closed status (*) When you re-open a closed client, does that client need to move through the same approval process as other clients? Ie, would it be OK to move a client from "closed" directly into "Active"-- or would you want to move it to a "partial" or "pending" approval status? (*) Would you want to keep all performance metrics for that client, all previous "notes entered" for that client? Nadini will likely have more questions, but those are the ones that immediately come to mind. Nandini, As Beth will note in the issue tracker-- we are evaluating which approach to take to fulfill this requirement: simply allowing the user to create a duplicate client (but warning them first) or to allow a user to re-open an old client. My instinct strongly tells me that there are too many issues with "re-opening" a close client for us to work out in this release and that we should simply remove the duplicate blocking, ignore reporting implications, and do a full fix in a later release. However, I might (and hope!) that I'm wrong-- so it will be great to have you analyze this. Some things that come to mind: (*) Group membership, Meeting Time, and Loan Officer: I believe a closed client still retains their group membership (?). Not sure, so you'll have to investigate. If these items are kept for a closed client, when re-opening a client-- we'll need to figure out what to do with them when re-opening. Keeping them and allowing the user to edit them later would work if the group is still active and the LOfficier happens to still be active and still manage the group. Very rare indeed! But if the group is closed and the loan officer no longer active? The only other suggestion I'd have is that when you "re-open" a client, you strip group membership and loan officer from the record, you move the record into "partial status" and then the person can edit the record there. (*) Will the UI screens for partial/pending status handle having a client that has performance history and accounts associated with it? Or is there some logic that would make these pages fail (*) According to the FS, if there is no govt ID, there is a duplicity check on If " Name + DOB match". I don't know if this feature was fully implemented and if it is still working. Can you investigate? If so, however we remove the duplicity check on govt ID-- we'll want to do the same for the name+DOB match. (*) Performance Stats: The perf stats of the client include things like "# of meetings missed in the last 12 months". I don't know if this value continues to get updated after the client is moved into closed status. If not, once the client is re-opened, will the perf stats get updated with the nightly batch jobs? (*) According to the FS, if there are "amounts due" on a client account (not a loan account, but a client acct)-- these amounts remain "due" when the account moves into closed status. Should these amounts we wiped clean when re-opening an account? Emily. ------------------------------------------------------------------------- Check out the new SourceForge.net Marketplace. It's the best place to buy or sell services for just about anything Open Source. http://ad.doubleclick.net/clk;164216239;13503038;w?http://sf.net/marketplace _______________________________________________ Mifos-functional mailing list Mifos-functional@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/mifos-functional
