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  1. Apache Fineract
  2. FINERACT-58

Improvements to User Generated Documents (Templates) Module



    • Type: Improvement
    • Status: Open
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: Client
    • Labels:


      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




            • Assignee:
              mgeiss Markus Geiss
              edcable Edward Cable
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