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From "Edward Cable (JIRA)" <j...@apache.org>
Subject [jira] [Created] (FINERACT-58) Improvements to User Generated Documents (Templates) Module
Date Wed, 02 Mar 2016 09:05:18 GMT
Edward Cable created FINERACT-58:
------------------------------------

             Summary: Improvements to User Generated Documents (Templates) Module
                 Key: FINERACT-58
                 URL: https://issues.apache.org/jira/browse/FINERACT-58
             Project: Apache Fineract
          Issue Type: Improvement
          Components: Client
            Reporter: Edward Cable
            Assignee: Markus Geiss


The user-generated documents module was developed during the 2013 Google Summer of Code program
to provide a WYSIWYG editor/mail-merge functionality for easily generating customer-facing
documents (letters, account statements) that dynamically pull in data stored in Fineract.


These UGDs/Templates were also heavily utilized for our SMS bridge module.  We need to stabilize
and extend the module by doing the following:

* Improvements to the UI - to provide Logical names for pre-defined fields
* Extend it for Deposit Accounts too
* For Loans and Deposits accounts, we should be able to access Client Details
* For loans - allow Loan Summary and Tranche details tabs to be accessible in the template
* Allow data table fields to be accessible for Clients and Loans and Deposits
* For Loans and Deposits - allow transaction tab to be accessible in template - need a way
to specify a specific transaction type and/or a date or a date-range as inputs for these at
the time of invoking the report
* Allow basic filters like date-range for transactions related templates
* Allow totals for amount fields for transactions related templates

Skills needed: SQL, Java, Javascript, Git
 



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