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From Jim Jagielski <...@jaguNET.com>
Subject Re: [PORPOSAL] Fineract
Date Fri, 04 Dec 2015 12:56:43 GMT
Please add me as mentor.

+1 (binding)

> On Dec 4, 2015, at 2:31 AM, Markus Geiß <mgeiss@mifos.org> wrote:
> 
> Hey all,
> 
> hope this finds you well.
> 
> We, the Mifos community, want to propose our project for incubation.
> 
> Please find the proposal below.
> 
> = Fineract Proposal =
> 
> == Abstract ==
> 
> Fineract (\’fīn-,ə-ˌrakt\: A hypercube for digital financial services) is
> an open source system for core banking as a platform. Fineract provides a
> reliable, robust, and affordable solution for entrepreneurs, financial
> institutions, and service providers to offer financial services to the
> world’s 2 billion under and unbanked.
> 
> == Proposal ==
> 
> The aim of this proposal is to bring the Mifos X codebase and community
> under the Apache Software Foundation (ASF) umbrella in order to help
> coordinate the development effort of the growing number of organizations
> which contribute to it, and give it the confidence of the neutral,
> transparent, and open source governance policy of the ASF.
> 
> The name Mifos X will remain the property of the Mifos Initiative (a US
> based 501(c)(3)) and will be used for a specific distribution of the
> Fineract code. All development efforts of the Mifos Initiative will be
> transferred to the Fineract project.
> 
> == Background ==
> 
> Mifos X is a mature and robust platform that provides loan, savings, and
> business management functionality based on market proofed requirements. The
> project was started in 2006 at the Grameen Foundation, initially creating
> the Generation One  solutions of Mifos 1 and Mifos 2, the industry’s first
> open source and web-based MIS, to support the Joint Liability Group (JLG)
> lending methodology created by Mohammed Yunus, which gained him and the
> Grameen Bank the Nobel Peace Prize for his financial work in 2006.
> 
> In 2011 the independent Mifos Initiative, a 501(c)(3), was founded with two
> goals:
> 1. Create the Generation Two solution Mifos X,  an extensible API-driven
> platform purpose built for Financial Inclusion
> 2. Build and govern an open source community of users, developers, and
> service providers committed to using Mifos X for Financial Inclusion.
> 
> Since then a worldwide community of users, partners, and volunteers has
> grown that utilizes, develops, and supports Mifos X. More than 40 partners
> from Africa, India, China, South-East Asia and Latin America, with over 120
> deployments and 3.5 million clients, have enhanced the platform based on
> regional requirements and national regulatories.
> 
> == Rationale ==
> 
> Financial Inclusion - providing financial services to the world’s 2 billion
> under and unbanked, enabling them to become a part of the global economy -
> requires an affordable, reliable, scalable, and robust solution.
> 
> The adoption of mobile solutions and digital financial services is
> increasing at an incredible pace and has led to an influx of new
> innovators, financial institutions, and service providers into the
> Financial Inclusion space and into the Mifos community which is growing at
> an accelerating rate year-over-year since 2012.
> 
> Our rationale for joining the ASF is that as an Apache project we can
> better manage the growth and governance of our community and provide the
> community the confidence of sustainable long-term open source management,
> which strengthens their commitment and continues the growth of our vibrant,
> diverse community, collectively innovating around a single codebase,
> sharing the social mission to eliminate poverty.
> 
> == Initial Goals ==
> 
> The initial goals of the Fineract transition under the ASF umbrella are to
> establish a new home for an already fully functioning project, and also
> make sure that the entire development community governs itself in the
> Apache Way.
> 
> In addition, we will ensure:
> 1. All dependencies are compliant with the Apache License and the ASFs
> licensing policies.
>    a. To become compliant a refactoring of the reporting module is
> necessary to be able to swap out the Pentaho Reporting Engine. This work
> will be undertaken during incubation.
> 2. Ongoing development based on our collaboratively established 2016
> roadmap, and bring the process into the Apache Way.
> 3. Creating releases per Apache guidelines.
> 
> == Current Status ==
> 
> === Meritocracy ===
> 
> We already have attributes of meritocracy embedded in our community.
> * We have a developer email list which identifies active community members
> who then become committers .
> * On the user email list new features are introduced and discussed,
> forming the product roadmap, and prioritization is based on merit and need.
> * We have successfully graduated 13 Google Summer of Code interns, many of
> whom have become long-term committers and developers to the project.
> 
> === Community ===
> 
> There are more than a hundred developers within an active developer mailing
> list. We have a large and growing installed base of users (financial
> institutions) and a diverse eco-system of regional service partners who
> support and deploy Mifos in their communities, and solution partners who
> have built financial inclusion solutions on top of Mifos. The community has
> held three annual conferences (2012, 2013, and 2015) where the community
> gathers to connect implementers with developers,  sharing their knowledge
> to collaboratively build innovative solutions.
> 
> If Fineract is accepted by the Incubator, transitioning the community to
> embrace the Apache Way of governance would be a primary initial goal. We
> will solicit major existing developers to become committers on the project
> from the beginning.
> 
> === Core Developers ===
> 
> The core developers are a diverse group of individuals already very
> experienced in open source development.
> 
> Edward Cable is a co-founder of the Mifos Initiative, and has established
> the current community and governance model, Sander van der Heijden is the
> CTO of Musoni Services, one of the first companies to create a commercial
> product on top of the platform, that is completely mobile-based, and Markus
> Geiss started as a volunteer and was appointed Chief Architect this year.
> 
> A broad base of committers around the Mifos developer team from Conflux
> Technologies is made up of volunteers (e.g. Michael Vorburger, Product
> Manager Design Studio at Temenos AG, Ishan Khanna a graduate student at
> Bhagwan Parshuram Institute of Technology, or Terence Monteiro, Founder &
> Director of SanJose Foundation) supporting and guiding contributors, and
> governing the code base.
> 
> === Alignment ===
> 
> Transition to ASF is a natural progression towards collaborative software
> development and commercial-friendly standard licensing. Brian Behlendorf
> and Zaheda Bhorat, both open source community leaders, in their role as
> advisors for the Mifos Initiative, helped us to establish a community that
> shares a vision based on a philosophy that is well aligned with the Apache
> Way.
> 
> == Known Risks ==
> 
> === Orphaned products ===
> 
> The community proposing Fineract for incubation is a strong and vibrant
> open source project with a large installed base of users that is growing at
> an increasing rate year-over-year from 2011 through 2015. In addition to
> the commitment from the non-profit Mifos Initiative to move its development
> efforts to the Fineract project, the size and diversity of the community is
> a guarantee against the project being orphaned.
> 
> === Inexperience with Open Source ===
> 
> We have managed Mifos as an open source project since inception. Every
> release has been open source. We have open source community processes, such
> as a developer mailing list, community conference calls, a collaborative
> and transparent product roadmap, and an annual developer conference open to
> all.
> 
> Our leadership has extensive open source experience. Our chairman, Paul
> Maritz, was CEO of VMWare and CEO of Pivotal where he lead open source
> initiatives at both companies. At Pivotal, he championed the Spring open
> source framework and directed 3 Pivotal projects into Apache projects,
> including Geode, HAWQ, and MADlib.
> 
> Our board member Dave Neary has spent 4 years with Red Hat, building their
> open source developer community, and is a member of the GNOME Foundation
> since 2004.
> 
> === Homogenous Developers ===
> 
> The initial group of committers is heterogeneous when it comes to corporate
> affiliations. The community is extremely diverse in terms of geography, the
> backgrounds of developers, and the diversity of roles they play in the
> community, such as users, regional support partners, and solution partners.
> Since its inception, the entire community has contributed to the software
> across a distributed and transparent infrastructure and environment.
> 
> === Reliance on Salaried Developers ===
> 
> Our developer community consists of a mix of salaried developers who are
> committed to the code base and volunteers.
> 
> The salaried developers work for (i) the Mifos Initiative, a 501(c)(3)
> non-profit; (ii) financial institutions that use Mifos X; (iii) regional
> service providers committed to financial inclusion that deploy and support
> Mifos X in their communities; or (iv) solution partners that build and
> distribute custom solutions on top of Mifos X.
> 
> We also have pure volunteers who contribute, often through hackathons and
> corporate social responsibility programs such as Benetech’s Social Coding 4
> Good, LinkedIn’s Day for Good, Google’s GoogleServe, ThoughtWorks Social
> Impact Program, and VMware Take 3 Sabbatical program.
> 
> This diversity of roles and developers adds to the sustainability of the
> project.
> 
> === Relationships with Other Apache Products ===
> 
> Currently we are utilizing some Apache projects, like Tomcat, POI,
> commons-lang, or HttpComponents, there are no additional relationships
> right now. In 2016 further Apache projects, like Apache OpenJPA, and Apache
> Geode, will be introduced to the project.
> 
> The platform is built on top of the Spring Framework, utilizing multiple
> modules, like Spring Data, Spring Web, or Spring Security.
> 
> === An Excessive Fascination with the Apache Brand ===
> 
> While we respect the reputation of the Apache brand we see a benefit for
> both sides. We bring a stable and mature community with a deep rooted
> social mission and are able to give Fineract a solid home as an open source
> project following an established development model.
> 
> == Documentation ==
> 
> Information about Mifos X can be found at
> https://mifosforge.jira.com/wiki/display/MIFOSX/Welcome+to+Mifos+X.
> 
> == Initial Source ==
> 
> Initial source is available on GitHub under the MPLv2 at
> https://github.com/openMF/mifosx.
> 
> == Source and Intellectual Property Submission Plan ==
> 
> The Mifos Initiative owns all copyright to all contributions and has the
> legal right to sign the ASF Software Grant Agreement. As soon as Fineract
> is approved to join Apache Incubator, the source code will be transitioned
> via the Software Grant Agreement onto ASF infrastructure and in turn made
> available under the Apache License, version 2.0.
> 
> == External Dependencies ==
> 
> +----------------------------+-------------------+--------------+------------+
> | Vendor                     | Library           | License      |
> Compatible |
> +----------------------------+-------------------+--------------+------------+
> | Amazon.com, Inc.           | AWS Java SDK      | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Apache Software Foundation | Commons           | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Apache Software Foundation | Tomcat            | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Apache Software Foundation | POI               | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Apache Software Foundation | HTTPClient        | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Ben Fortuna                | iCal4j            | BSD 3-clause | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Boxfuse GmbH               | Flyway DB         | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Bruce Dunwiddie^1^         | JavaCSV           | LGPL v2.1    | no
>  |
> +----------------------------+-------------------+--------------+------------+
> | Google, Inc.               | gson              | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Google, Inc.               | guava             | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | iText Group NV             | iText             | MPL v1.1     | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Jayway                     | JsonPath          | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Jayway                     | RESTassured       | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | JUnit                      | JUnit             | EPL v1       | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Michael Vorburger          | MariaDB4J         | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Oracle, Corp.              | JAX-RS            | CDDL v1      | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Oracle, Corp.              | Jersey            | CDDL v1.1    | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Oracle, Corp.^2^           | MySQL Connector/J | GPL v2       | no
>  |
> +----------------------------+-------------------+--------------+------------+
> | Pentaho, Corp.^3^          | Reporting Engine  | LGPL v2.1    | no
>  |
> +----------------------------+-------------------+--------------+------------+
> | Pentaho, Corp.^3^          | Reporting Library | LGPL v2.1    | no
>  |
> +----------------------------+-------------------+--------------+------------+
> | Pivotal Software, Inc.     | Spring Boot       | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Pivotal Software, Inc.     | Spring Framework  | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Pivotal Software, Inc.     | Spring Security   | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Sam Pullar                 | Mustache          | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Square, Inc.               | retrofit          | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Square, Inc.               | okhttp            | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Stephen Colebourne         | Joda-Time         | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Szczepan Faber             | Mockito           | MIT          | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Terracotta, Inc            | Quartz            | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> | Terracotta, Inc            | Ehache            | AL v2        | yes
> |
> +----------------------------+-------------------+--------------+------------+
> * ^1^ = can be removed
> * ^2^ = can be replaced
> * ^3^ = need an abstraction on our side to become replaceable
> 
> == Cryptography ==
> 
> The only cryptography included by the project will be via library
> inclusion, and will be used to encrypt stored user data on mobile devices
> and in cloud storages.
> 
> == Required Resources ==
> 
> === Mailing lists ===
> 
> * private@fineract.incubator.apache.org (moderated subscriptions)
> * commits@fineract.incubator.apache.org
> * dev@fineract.incubator.apache.org
> * user@fineract.incubator.apache.org
> 
> === Git Repository ===
> 
> https://git-wip-us.apache.org/repos/asf/incubator-fineract.git
> 
> === Issue Tracking ===
> 
> JIRA Project Fineract (FINERACT)
> 
> === Other Resources ===
> 
> * Project website (http://fineract.incubator.apache.org)
> * Fineract Wiki pages (https://cwiki.apache.org/confluence/display/FINERACT
> )
> 
> == Initial Committers ==
> 
> The following list comprises the current long term committers and does not
> contain occasional developers.
> 
> * Vishwas Babu AJ (vishwas at confluxtechnologies dot com)
> * Edward Cable (edcable at mifos dot org)
> * Andrew Dzakpasu (andrewdzakpasu at musoni dot eu)
> * Markus Geiss (mgeiss at mifos dot org)
> * Sander van der Heijden (sander at musoni dot eu)
> * Ishan Khanna (ishan1604 at gmail dot com)
> * Myrle Krantz (mkrantz at mifos dot org)
> * Terence Monteiro (terence at sanjosesolutions dot in)
> * Adi Nayaran Raju (adi dot raju at confluxtechnologies dot com)
> * Gaurav Saini (gsaini at apache dot org)
> * Nazeer Hussain Shaik (nazeer dot shaik at confluxtechnologies dot com)
> * Michael Vorburger (mike at vorburger dot ch)
> 
> == Affiliations ==
> 
> * Vishwas Babu AJ (Conflux Technologies)
> * Ed Cable (The Mifos Initiative)
> * Andrew Dzakpasu (Musoni Systems)
> * Markus Geiss (The Mifos Initiative)
> * Sander van der Heijden (Musoni Systems)
> * Myrle Krantz (The Mifos Initiative)
> * Terence Monteiro (SanJose Foundation)
> * Adi Nayaran Raju (Conflux Technologies)
> * Nazeer Hussain Shaik (Conflux Technologies)
> 
> == Sponsors ==
> 
> === Champion ===
> 
> Ross Gardler
> 
> === Nominated Mentors ===
> * Ross Gardler
> * Roman Shaposhnik
> 
> === Sponsoring Entity ===
> Incubator PMC
> 
> Cheers
> 
> 
> *Markus Geiss*
> Chief Architect
> RADAR, The Mifos Initiative
> mgeiss@mifos.org | Skype: mgeiss.mifos.org | Mobil: +49.152.295.05306 |
> http://mifos.org  <http://facebook.com/mifos>
> <http://www.twitter.com/mifos>


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