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Change By:
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Vishwas Babu A J
(23/Nov/12 1:34 PM)
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Description:
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While the Admin Docs feature of Mifos makes Mifos more specialist friendly, it doesn't add much value to the end user (as using them requires an understanding of the database and reporting tools like Pentaho)
We need a document generation system that allows an above average end user to quickly whip up simple Organization specific documents and reports and attach them to various sections in the User Interface.
We would need something on the following lines
1) a rich text editor on the client side, which can be used by a user to create wysiwyg designs and upload them against various entities at different stages in their Life-cycle ( Ex: An "active" Client, A Loan "Pending disbursal" etc)
2) A set of context sensitive keywords like $\{clientName\}, $\{loanIdentifier\} which he can add as placeholders in these documents.
Ex: An active Client could have a list of permissible keywords like "clientName","address","age","joining date" etc
An active Loan could have a list of permissible keywords like "disbursalDate", "amount", "principalRepaid", "interestrepaid", "lastRepaymentDate", "lastRepaymentAmount"
3) Java parser at the Server side or a _javascript_ parser at the client side which can intelligently replace these placeholders with appropriate content and generate HTML reports
4) The next step would be to add in advanced controls like loops etc so that we can generate content like pass books with all repayments within a specified period etc
Note: if the random hacks of kindness team does work on this issue, the prerequisite basic document generation module would already be in place. So they would focus on replacing the Pentaho reports with user generated content
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