![]() |
|
|
|
|
Change By:
|
Vishwas Babu A J
(02/Nov/12 6:39 AM)
|
|
Description:
|
The target audience for this feature
are
would be
small MFI's who
would
want to quickly get started with MifosX without
needing any
external help . We
probably
should not be trying to handle all possible edge cases and/or write a comprehensive data migration tool
for the first cut
.
The core Idea
would be
is
borrowed from Sungaurd's excel template based Migration for
MifosX
Mifos
The scope of the initial task would involve
1) MifosX core team to provide a standard Excel Template which list the following entities
and their associated properties
in seperate tabs
a)Branches
b)COA
c)Employees
d)Loan Products
e)Saving Products
f)Centers
g)Groups
h)Clients
i) Loan Accounts
h) Repayment accounts
2) An MFI
,
would setup MifosX and through the UI
load
enter
some of their look-up data which
includes
would include
a)Branches
b)COA
c)Employees
d)Loan Products
e)Saving Products
3) They should then be able to download an Initial template (
described in
step 1) populated by MifosX with all the look-up data and Integrity rules (able to select loans officer from a drop-down in clients tab etc) in
Place
place
4)
MFI
User now proceeds to enter data of all their customers and
transaction
transactions
5) User then uploads the updated excel Sheet back to Mifos X
6) MifosX
would
first
validates
validate
the data in the excel sheet
, in
. In
case of any
error
errors
, it
returns
would return
the excel sheet
after
attaching comments
describing the error
to the
problematic
cells
having errors which describe the nature of the error
.
7) If no errors are present, call the API's defined by Mifos X to move all data from the
uploaded
Excel sheet to MifosX
|
|
|
|
This message is automatically generated by JIRA.
If you think it was sent incorrectly, please contact your JIRA administrators
For more information on JIRA, see: http://www.atlassian.com/software/jira
|
------------------------------------------------------------------------------
LogMeIn Central: Instant, anywhere, Remote PC access and management.
Stay in control, update software, and manage PCs from one command center
Diagnose problems and improve visibility into emerging IT issues
Automate, monitor and manage. Do more in less time with Central
http://p.sf.net/sfu/logmein12331_d2d
_______________________________________________
Mifos-issues mailing list
[email protected]
https://lists.sourceforge.net/lists/listinfo/mifos-issues
