[
http://mifosforge.jira.com/browse/MIFOSBI-136?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=64190#action_64190
]
johnwoodlock commented on MIFOSBI-136:
--------------------------------------
Collection Sheet Report Queries Updated to cater for collections between
meetings (and installment number).
Currently, there is no difference between the African and Indian collection
sheet queries. I though it better to have one consolidated query and refactor
once these reports are stable.
Q Localisation: 'Misc. Fees:', 'Misc. Penalties:' and 'Client Fees and
Penalties' (maybe 'Other Fees' by now) - These english labels are still coded
into the query. Is there a need to localise these?
Collections between meetings
Currently this is only being done for loan repayments (in theory savings and
client fees and maybe even disbursals could be paid between meetings too).
Also the query takes repayments and adjusted repayments into account (has to
because there might have been a repayment that was adjusted between meetings).
The normal happy path of repayments only is fine... but if repayments are
adjusted these collections between meetings fields won't be as helpful... but
that's probably okay as long as this is known.
Q Is 'penalty' used in mifos now? I haven't included 'penalty' (not to be
confused with misc_penalty in the queries... penalty used to be an unused field
pre 2.0... does anyone know if that has changed?
/* here's what data gets drawn together in the collection sheet
A: Disbursals (disbursal amount, disbursal fees)
A: Loan Repayments (latest installment number, principal, interest, misc
fees/charges, misc penalties info on loan_schedule and loan_fee_schedule
AND collections since last meeting incl. last
receipt number)
B: Savings
mandatory and voluntary - for client savings accounts and complete_group
group savings accounts
mandatory and voluntary - for the client level saving_schedules associated
with center savings accounts and per_individual group savings accounts
mandatory and voluntary - 'zero' lines for center savings accounts and
per_individual group savings accounts
C: Client Payments ( misc fees/charges, misc penalties info) - only shown if
non-zero total amounts
All loan and savings accounts are returned
TODO - ordering. currently this is search Id, (account type, as in the A, B ,
C above, (product name, account_idIs this okay or does it have to be like mifos
or something else
> As a Mifos user, I want to run the Africa Collection Sheet report so that I
> can get the data I need from the report
> -------------------------------------------------------------------------------------------------------------------
>
> Key: MIFOSBI-136
> URL: http://mifosforge.jira.com/browse/MIFOSBI-136
> Project: mifos business intelligence
> Issue Type: Story
> Components: Reports
> Reporter: Jakub Sławiński
> Assignee: johnwoodlock
> Fix For: Mifos BI 1.1 - Iteration 1, Mifos BI 1.1
>
>
> Africa Savings and Loans Collection Sheet
> Collection sheet used for the group meetings. To show amounts due and amounts
> paid.
> Acceptance criteria:
> http://mifosforge.jira.com/wiki/display/MIFOS/Mifos+Reports+Acceptance+Criteria
--
This message is automatically generated by JIRA.
-
If you think it was sent incorrectly contact one of the administrators:
http://mifosforge.jira.com/secure/Administrators.jspa
-
For more information on JIRA, see: http://www.atlassian.com/software/jira
------------------------------------------------------------------------------
Special Offer-- Download ArcSight Logger for FREE (a $49 USD value)!
Finally, a world-class log management solution at an even better price-free!
Download using promo code Free_Logger_4_Dev2Dev. Offer expires
February 28th, so secure your free ArcSight Logger TODAY!
http://p.sf.net/sfu/arcsight-sfd2d
_______________________________________________
Mifos-issues mailing list
[email protected]
https://lists.sourceforge.net/lists/listinfo/mifos-issues
