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This is the final work product of my GSoC journey with the Mifos Initiative.
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ashutosh_GSoC_2020.md

GSoC Final Work Product Submission By- Ashutosh Sharma ( @spider0061 )

logo

GSoC Project Name: Implementing configuration wizard in the web app and additional screens and workflow in Payment Hub EE Operations UI app.

Project Mentor: Bharat Gowda and Adam Saghy

I would like to thank Ed Cable, Bharath Gowda, and Adam Saghy for being such an amazing mentor and guiding me throughout the program.

Overview of the project

There are two main focuses of the project:

  1. To develop a configuration wizard on the web app for the ease of new users to understand the features and workflow of the web app.
  2. To develop additional screens and workflows in the ph ee operations web app.

Work Summary:

Configuration Wizard (Web App):

I started my work by adding popovers components in the web app. The whole configuration wizard is built using these popovers. (PR Link: feat: add popover component and configuration wizard module) Then I updated the Travis for configuration wizard in the web app. (PR Link: chore: update Travis for configuration-wizard branch) After that, I started my work on adding various workflows in the configuration wizard :

1. Home Screen Tour: This workflow includes tour of the toolbar, navbar, breadcrumbs, and home component. (PR Link: feat: add homescreen tour )

2. Organization Tour: This workflow includes tour of Manage Offices, Currency Configuration, Manage Holidays, Manage Employees, and Define Working Days with an option to create. (PR Link: feat: add organization tour)

3. System Tour: This workflow includes tour of Manage data tables, Manage Codes, Manage Roles and Permission, Create User, Configure maker checker tasks, Global Configuration and Schedular Jobs. (PR Link: feat: add system tour)

4. Accounting Tour: This workflow includes tour of Chart of Accounts, Accounts linked to Financial Activities, Migrate opening balances (Office Wise), Closing Enteries and Add Journal Entries. (PR Link: feat: add accounting tour.)

5. Products Tour: This workflow includes tour of Charges, Loan Products, Savings Products, Share Products, Fixed Deposit Products and Recurring Deposit Products. (PR Link: feat: add products tour)

6. Others; This workflow includes tour of manage funds and manage reports. They were included in the organiztion and system tour PRs respectively.

After that we had our mid term showcases in which Ed suggested to add a close dialog in the configuration wizard and close button in the popovers. (PR Link: feat: add close dialog and close button)

I have also deployed configuration wizard branch on gh pages. Link: Demo Configuration Wizard (mifos/password).

Screenshots of configuration wizard

Opening dialog:

Screenshot from 2020-08-24 12-01-49

Popovers:

Screenshot from 2020-08-24 12-01-59

Workflow completion dialog and next step dialog:

Screenshot from 2020-08-24 12-02-30

Ph ee operations web app

PRs and description:

  1. feat: add colors in status column of transaction task list table: Added colors in status column of transaction task list table.

Screenshot from 2020-05-27 20-46-09

  1. refactor: ph ee operations app : Deleted all the redundant modules in the app.

  2. feat: group the tast of transaction task list: Grouped the tasks of transaction task list table.

Screenshot from 2020-06-01 15-51-00

  1. feat: add pipe to format JSON parameter in transaction business attributes: Added pipe to pretty print the JSON parameter in the transaction business attribute table.

  2. feat: add bpmn diagram, users and system module: Added bpmn diagram in transaction details, users and system module.

  3. feat: add handle operator action needed: Added the retry and resolve feature for the transactions which have status as action-needed.

Screenshot from 2020-06-04 21-05-14

Screenshot from 2020-06-04 19-58-15

  1. feat: add refund dialog: Added refund dialog.

Screenshot from 2020-07-10 15-59-01

  1. feat: add incoming/outgoing request to pay: Add incoming/outgoing request to pay.

Screenshot from 2020-07-12 21-11-28

Screenshot from 2020-07-12 21-11-35

  1. feat: connected request to API: Connected the transaction request to required APIs.

  2. fix: removed errors: Removed errors which were present in transactions and request to pay.

  3. fix: completed at date error: Fixed completed at date error.

  4. feat: filtered requests to pay: Filtered request to pay on the user side.

  5. feat: pretty print JSON parameter: Modified pipe to print JSON parameter in pretty format.

Screenshot from 2020-08-10 14-16-01

  1. fix: Date representation: Removed break line tag when the value of the attribute is the date in transaction business attribute.

Overall Experience

It was challenging for me in the beginning as originally I applied for web app rewrite project but my project was changed in the community bonding period. Thanks to the amazing community that helped in understanding the implementation of the project and guiding me throughout the journey. Every day I learned something new because of which my learning curve has increased exponentially. I have become more confident in writing code. I will continue to be a part of the Mifos Initiative and work on their projects.

I would also like to thank my friends Manvendra Singh Rathore, Dhananjay Verma and Tushar Goyal for motivating me throughout the program.

Thank you Mifos Initiative and Google Open Source Team for this great opportunity!

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