A | B | C | F | J | K | L | M | N | O | |
---|---|---|---|---|---|---|---|---|---|---|
1 | Section | Sub-Section | Sub-Sub-Section | Screens/Functionalities | Implemented (Yes/No) | Bug | Fineract Ticket (if any) | Enhancement | Additional Comments | |
2 | Login | Basic UI (Common) | Yes | |||||||
3 | Yes | |||||||||
4 | Basic Authentication | Yes | ||||||||
5 | OAuth2 Authentication | |||||||||
6 | Yes | |||||||||
7 | ||||||||||
8 | Two Factor Authentication, OTP | Yes | https://github.com/openMF/web-app/issues/121 | |||||||
9 | ||||||||||
10 | ||||||||||
11 | Reset Password when Expired | Yes | ||||||||
12 | Authentication Guard for Authorization | Yes | ||||||||
13 | Remember me feature | Yes | ||||||||
14 | Logout | Yes | ||||||||
15 | https://github.com/openMF/web-app/issues/127 | https://github.com/openMF/web-app/pull/128 | ||||||||
16 | https://github.com/openMF/web-app/issues/284 | https://github.com/openMF/web-app/pull/283 | ||||||||
17 | Home | Basic UI | Yes | |||||||
18 | Role based | No | ||||||||
19 | Search Activities | Yes | ||||||||
20 | Dashboard | Recent Activitities | Yes | |||||||
21 | Frequent Activities | Yes | ||||||||
22 | Amount Disbursed for Today | Yes | ||||||||
23 | Client Trends for Head Office | Yes | ||||||||
24 | Amount Collected for Today | Yes | ||||||||
25 | Navigation | Retrieve Offices -> Loan Officers -> Centers -> Groups -> Clients | Yes | |||||||
26 | Institution | Clients | List of Clients, Server side pagination, Filter (Search) | No - Pending Filter (refer mailing list discussion), PR pending. | ||||||
27 | Create Client | Yes | ||||||||
28 | View Client [Major: Contains many functionalities], General tab | Yes | ||||||||
29 | Upload, Capture, Delete Image | Yes | ||||||||
30 | Upload, Delete Signature | Yes | ||||||||
31 | Charges Overview, Upcoming Charges, Multiple Actions | Yes | ||||||||
32 | Loans Overview, View Active/Closed, Multiple Actions | Yes | ||||||||
33 | Savings Overview, View Active/Closed, Multiple Actions | Yes | ||||||||
34 | Shares Overview, View Active/Closed, Multiple Actions | Yes | ||||||||
35 | Add, View, Edit, Delete Family Member | Yes | ||||||||
36 | Add, View, Edit, Delete Notes | Yes | Clients Module Tracker https://docs.google.com/spreadsheets/d/1ccV9ZY8mYu-7ExrYDAGLOQyCy83YTGSufjCSeU7sjPM/edit?usp=sharing | |||||||
37 | Upload, Download, View, Delete Document | Yes | ||||||||
38 | Upload, Download, View, Delete Identities | Yes | ||||||||
39 | Add, Edit, Enable, Disable Address | Yes | ||||||||
40 | Data Table Tabs: Add, View, Edit, Delete, Delete all Data Table Entries | Yes | ||||||||
41 | Edit Client | Yes | ||||||||
42 | Multiple Actions depending on Client Status [Major] | Yes | ||||||||
43 | 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 | ||||||||
44 | Import Clients | Yes | ||||||||
45 | Groups | List of Groups, Server side pagination, Filter | Yes | Groups Module tracker: https://docs.google.com/spreadsheets/d/1ZumIGyfbQR0bEEGXM9RnQy4HZMUTEIFTnULRtglOB4s/edit?usp=sharing | ||||||
46 | Create Group | Yes | ||||||||
47 | View Group [Major: Contains many functionalities], General tab | Yes | ||||||||
48 | Clients: Transfer, Manage, Add, Actions | Yes | ||||||||
49 | Meeting, Commitee: Add, Unassign | Yes | ||||||||
50 | Loans Overview, View Active/Closed, Multiple Actions | Yes | ||||||||
51 | Savings Overview, View Active/Closed, Multiple Actions | Yes | ||||||||
52 | Add, View Notes | Yes | ||||||||
53 | Data Table Tabs: Add, View, Edit, Delete, Delete all Data Table Entries | Yes | ||||||||
54 | Edit Group | Yes | ||||||||
55 | Multiple Actions depending on Group Status [Major] | Yes | ||||||||
56 | More Actions | Yes | ||||||||
57 | Centers | List of Centers, Server side pagination, Filter | Yes | |||||||
58 | Create Center | Yes | ||||||||
59 | View Center [Major: Contains many functionalities], General tab | Yes | ||||||||
60 | Groups | Yes | ||||||||
61 | Meeting, Edit Meeting | Yes | ||||||||
62 | Savings Overview, View Active/Closed, Multiple Actions | Yes | ||||||||
63 | Add, View Notes | Yes | ||||||||
64 | Data Table Tabs: Add, View, Edit, Delete, Delete all Data Table Entries | Yes | ||||||||
65 | Edit Center | Yes | ||||||||
66 | Multiple Actions depending on Center Status [Major] | Yes | ||||||||
67 | More Actions | Yes | ||||||||
68 | 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 | |||||
69 | Savings | [Major: Contains Multiple Actions and Functionaliities similar to above] | Yes | Tracked Here: https://docs.google.com/spreadsheets/d/12pu2TTE_3o9aptwnQj79kvyY8-EEzpvAl-1rE30cvLg/edit#gid=0 | ||||||
70 | Shares | [Major: Contains Multiple Actions and Functionaliities similar to above] | Yes | Tracked Here: https://docs.google.com/spreadsheets/d/1wiH08XNwC9T6HkHN5vM_TYe7ShkKUrtphDDYepxAtRo/edit?usp=sharing | ||||||
71 | Deposits | [Major: Contains Multiple Actions and Functionaliities similar to above] | Yes | FD Tracker: https://docs.google.com/spreadsheets/d/1kKvzVdUiijqCiUg2a2GPzI5yD20H-tx7URX9ozuEBqs/edit?usp=sharing | ||||||
72 | Account Transfers | View, Edit and Create Standing Instructions | Yes | |||||||
73 | View Standing Instructions History | Yes | ||||||||
74 | Create Account Transfer | Yes | ||||||||
75 | View Account Transfer Details | Yes | ||||||||
76 | List Transactions | Yes | ||||||||
77 | Accounting | Frequent Postings | Create | Yes | ||||||
78 | Add Journal Entries | Create | Yes | |||||||
79 | Search Journal Entries | Search, Server side pagination, View transaction, View journal entry, Reverse | Yes | |||||||
80 | Accounts linked to Financial Activities | View all, Create, View, Delete, Edit | Yes | |||||||
81 | Migrate Opening Balances (Office wise) | Search and Migrate Balances | Yes | Infinite Scrolling | ||||||
82 | Chart of Accounts | View all(Tabular/Tree), Create, View, Enable/Disable, Delete, Edit | Yes | |||||||
83 | Closing Entries | View all, Create, View, Delete, Edit | Yes | |||||||
84 | Accounting Rules | View all, Create, View, Delete, Edit | Yes | |||||||
85 | Accruals | Run accruals | Yes | |||||||
86 | Provisioning Entries | View all, Create, View report, Recreate provisioning, View journal entries | Yes | |||||||
87 | Reports | All | View all, Run Report, View Report | Yes | ||||||
88 | Clients | View all, Run Report, View Report | Yes | |||||||
89 | Loan | View all, Run Report, View Report | Yes | |||||||
90 | Savings | View all, Run Report, View Report | Yes | |||||||
91 | Funds | View all, Run Report, View Report | Yes | |||||||
92 | Accounting | View all, Run Report, View Report | Yes | |||||||
93 | XBRL | Submit values(4 tabs), Run Report, View Report | Yes | |||||||
94 | Admin | Users | View all, Create, View, Delete, Edit, Change Password | Yes | ||||||
95 | Organization | List View | Yes | |||||||
96 | Manage Offices | View all(Tabular/Tree), Create, View, Edit, Import | Yes | |||||||
97 | Manage Holidays | View all(filter on the basis of office), Create (add checkbox tree), View, Edit, Delete, Activate | Partially, Need to add custom angular material checkbox tree | Community App: Check filter on the basis of office | ||||||
98 | Manage Employees | View all, Create, View, Edit, Import | Yes | |||||||
99 | Standing Instructions History | Search and View all, Error log | Yes | |||||||
100 | Fund Mapping | Advance Search, Summary (Search w/clientinfo) | Partially, (Search w/clientinfo) |