ABCFJKLMNO
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SectionSub-SectionSub-Sub-SectionScreens/FunctionalitiesImplemented (Yes/No)BugFineract Ticket (if any)EnhancementAdditional Comments
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LoginBasic UI (Common)Yes
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Yes
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Basic AuthenticationYes
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OAuth2 Authentication
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Yes
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Two Factor Authentication, OTPYes
https://github.com/openMF/web-app/issues/121
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Reset Password when ExpiredYes
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Authentication Guard for AuthorizationYes
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Remember me featureYes
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LogoutYes
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https://github.com/openMF/web-app/issues/127
https://github.com/openMF/web-app/pull/128
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https://github.com/openMF/web-app/issues/284
https://github.com/openMF/web-app/pull/283
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HomeBasic UIYes
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Role basedNo
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Search ActivitiesYes
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DashboardRecent ActivititiesYes
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Frequent ActivitiesYes
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Amount Disbursed for TodayYes
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Client Trends for Head OfficeYes
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Amount Collected for TodayYes
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NavigationRetrieve Offices -> Loan Officers -> Centers -> Groups -> ClientsYes
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InstitutionClientsList of Clients, Server side pagination, Filter (Search)No - Pending Filter (refer mailing list discussion), PR pending.
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Create ClientYes
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View Client [Major: Contains many functionalities], General tabYes
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Upload, Capture, Delete ImageYes
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Upload, Delete SignatureYes
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Charges Overview, Upcoming Charges, Multiple ActionsYes
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Loans Overview, View Active/Closed, Multiple ActionsYes
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Savings Overview, View Active/Closed, Multiple ActionsYes
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Shares Overview, View Active/Closed, Multiple ActionsYes
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Add, View, Edit, Delete Family MemberYes
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Add, View, Edit, Delete NotesYes
Clients Module Tracker https://docs.google.com/spreadsheets/d/1ccV9ZY8mYu-7ExrYDAGLOQyCy83YTGSufjCSeU7sjPM/edit?usp=sharing
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Upload, Download, View, Delete DocumentYes
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Upload, Download, View, Delete IdentitiesYes
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Add, Edit, Enable, Disable AddressYes
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Data Table Tabs: Add, View, Edit, Delete, Delete all Data Table EntriesYes
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Edit ClientYes
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Multiple Actions depending on Client Status [Major]Yes
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More Actions: Client Screen Report, Standing Instructions(Create, List, Filter, Edit, Delete, View, Transaction History), New Share, Fixed Deposit, Recurring Deposit Account, Survey (List, Take)Yes
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Import ClientsYes
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GroupsList of Groups, Server side pagination, FilterYes
Groups Module tracker: https://docs.google.com/spreadsheets/d/1ZumIGyfbQR0bEEGXM9RnQy4HZMUTEIFTnULRtglOB4s/edit?usp=sharing
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Create GroupYes
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View Group [Major: Contains many functionalities], General tabYes
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Clients: Transfer, Manage, Add, ActionsYes
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Meeting, Commitee: Add, UnassignYes
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Loans Overview, View Active/Closed, Multiple ActionsYes
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Savings Overview, View Active/Closed, Multiple ActionsYes
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Add, View NotesYes
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Data Table Tabs: Add, View, Edit, Delete, Delete all Data Table EntriesYes
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Edit GroupYes
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Multiple Actions depending on Group Status [Major]Yes
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More ActionsYes
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CentersList of Centers, Server side pagination, FilterYes
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Create CenterYes
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View Center [Major: Contains many functionalities], General tabYes
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GroupsYes
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Meeting, Edit MeetingYes
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Savings Overview, View Active/Closed, Multiple ActionsYes
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Add, View NotesYes
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Data Table Tabs: Add, View, Edit, Delete, Delete all Data Table EntriesYes
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Edit CenterYes
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Multiple Actions depending on Center Status [Major]Yes
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More ActionsYes
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Loans[Major: Contains Multiple Actions and Functionaliities similar to above]Yes
https://github.com/openMF/web-app/issues/247
https://github.com/openMF/web-app/pull/370
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Savings[Major: Contains Multiple Actions and Functionaliities similar to above]YesTracked Here: https://docs.google.com/spreadsheets/d/12pu2TTE_3o9aptwnQj79kvyY8-EEzpvAl-1rE30cvLg/edit#gid=0
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Shares[Major: Contains Multiple Actions and Functionaliities similar to above]Yes
Tracked Here: https://docs.google.com/spreadsheets/d/1wiH08XNwC9T6HkHN5vM_TYe7ShkKUrtphDDYepxAtRo/edit?usp=sharing
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Deposits[Major: Contains Multiple Actions and Functionaliities similar to above]Yes
FD Tracker: https://docs.google.com/spreadsheets/d/1kKvzVdUiijqCiUg2a2GPzI5yD20H-tx7URX9ozuEBqs/edit?usp=sharing
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Account TransfersView, Edit and Create Standing InstructionsYes
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View Standing Instructions HistoryYes
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Create Account TransferYes
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View Account Transfer DetailsYes
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List TransactionsYes
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AccountingFrequent PostingsCreateYes
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Add Journal EntriesCreateYes
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Search Journal EntriesSearch, Server side pagination, View transaction, View journal entry, ReverseYes
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Accounts linked to Financial ActivitiesView all, Create, View, Delete, EditYes
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Migrate Opening Balances (Office wise)
Search and Migrate BalancesYesInfinite Scrolling
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Chart of AccountsView all(Tabular/Tree), Create, View, Enable/Disable, Delete, EditYes
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Closing EntriesView all, Create, View, Delete, EditYes
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Accounting RulesView all, Create, View, Delete, EditYes
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AccrualsRun accrualsYes
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Provisioning EntriesView all, Create, View report, Recreate provisioning, View journal entriesYes
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ReportsAllView all, Run Report, View ReportYes
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ClientsView all, Run Report, View ReportYes
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LoanView all, Run Report, View ReportYes
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SavingsView all, Run Report, View ReportYes
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FundsView all, Run Report, View ReportYes
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AccountingView all, Run Report, View ReportYes
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XBRLSubmit values(4 tabs), Run Report, View ReportYes
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AdminUsersView all, Create, View, Delete, Edit, Change Password Yes
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OrganizationList ViewYes
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Manage OfficesView all(Tabular/Tree), Create, View, Edit, ImportYes
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Manage HolidaysView all(filter on the basis of office), Create (add checkbox tree), View, Edit, Delete, ActivatePartially, Need to add custom angular material checkbox tree
Community App: Check filter on the basis of office
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Manage EmployeesView all, Create, View, Edit, ImportYes
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Standing Instructions HistorySearch and View all, Error logYes
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Fund MappingAdvance Search, Summary (Search w/clientinfo)Partially, (Search w/clientinfo)