[Mifos-users] Task: Ship Mifos X with a default chart of accounts (and perhaps small set of dummy data)

[Ed Cable]

Hey guys,

As we're working on product documentation and initial customer onboarding, this would be a component that would speed up initial set up.

Binny - I know we were looking at doing this for one of the releases this quarter - could this be an introductory task that we could have a volunteer take on (we're in need of small tasks as the GSoC students start to "bond"). Is it as simple as having this MySQL command at https://mifosforge.jira.com/browse/MIFOSX-592 be part of the initial population of the database.

Perhaps if we didn't do this in the general war release but only on cloud images or at least on images we deploy for sandbox environments and the image we have on Microsoft VM Depot. 

Taking it one step further, a nice place to get to initially would be having the sandbox environment be deployed with a small base set of dummy data - a few clients, group, centers, offices, products. 

Do we have such a small set of test data that we could deploy with? If we didn't ship it in the war or a cloud image, perhaps we could simply make the test data set available and make documentation simple on how to load that test database.

Ed

[Gurpreet Luthra]

+1 to having the ability to load sample data in MifosX. Very useful.

In OpenMRS, when it starts for the "first time", it asks the question on the web console if you would like to "load" demo data.

Regards

Gurpreet

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[Nayan Ambali]

Ed and Gurpreet,

I was thinking exactly the same :)

@Ed, I feel it is better include Chart Of Account in the product (in the war) and let user edit/modify later based on the institute's requirements. 

Only sample data should be externalized (but package with release) and as Gurpreet said user can load it on demand. It is not just for documentation, the main purpose is it reduces the learning curve for first time users.

Do you remember what "Karl Oskar Teien" said about not able create loan because there were no products. 

I see this very important step and we should come-up with minimum data set but mean time cover all the use cases.

Thanks

Nayan Ambali 

Thanks and Regards,
Nayan Ambali

+91 9591996042

skype: nayangambali

[Ed Cable]

Hey guys,

I like these suggestions.

How do we go about making them happen:

1) Including Chart of Accounts in the war

2) Prompting user in web app if they would like to load initial test data - would we use the data set at: https://groups.google.com/d/msg/mifosdeveloper/awxiI9gyDGo/EXxIK-H-iG4J

Ed

[Binny Gopinath Sreevas]

All,

 

(Re-sending from my gmail account. Else, it bounces from the user group)

 

Here is the chart of accounts (in Excel format) that I can suggest. Please let me know if you have any comments.

 

Need your suggestions so that this can be incorporated as the default chart of accounts in the next release.

 

Thanks
Binny

[Nayan Ambali]

Binny,

I looked into attached CoA, for me it looks complete set of CoA for anybody to start.

For sample data, I am thinking if we can add one more tenant by default and this will have sample data and MFIs can always use this tenant for training, experimenting on new configuration or to test new loan/saving products.

Thanks

Nayan Ambali

Thanks and Regards,
Nayan Ambali

+91 9591996042

skype: nayangambali

[Binny Gopinath Sreevas]

Nayan,

 

Great idea. All MFIs need a test instance before/after they go live. And this will be an easy way for them to do their tests/training etc.

 

Here is what I would suggest to include as part of the sample data:

 

Office	Staff (user ID)	Loan Officers	Clients (with meaningful names)
Head Office	Adam A (adama)	Aliya A	1 client
Manila	Ben B (benb)	Mary M	2 centers 1 center having 2 groups 2 groups having 3 clients each
Pasay	Jane J (janej)	John K	No clients

 

Some relevant configurations

a)      loan purposes – Tailoring Shop, Small Provisions Store, Agriculture, Cattle Rearing, Others

b)      Client Closure Reason – Blacklisted, Deceased, Transferred, Left, Others

c)       Customer Identifiers – Passport ID, Driving License, Ration Card, Government ID, Voter ID

d)      Gender – Male, Female

 

1 source of funds – Loan from Central Bank

 

Products

                1 Loan product – Income Generating Loan

1 savings product – Voluntary savings

                1 Fee – Processing Fee

                (These are to be mapped to the account heads)

 

No need to create any loans/savings accounts as they would quickly become overdue as time goes by.

                               

Thanks and Regards
Binny Gopinath Sreevas

Skype: binny.gopinath

[Nayan Ambali]

Hi Dayna,

We have come-up with sample data based on Binny's feedback (refer below mail) as well as default chart of accounts. I am thinking of over-writing https://demo2.openmf.org with these data and review it, let me know your opinion.

Thanks

Nayan Ambali

Thanks and Regards,
Nayan Ambali

+91 9591996042

skype: nayangambali

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[Lajeo Gloria]

Hi All,

I have compiled virtually most commonly used COA and have put them in sql format ready for execution (insertion) into the COA table. Any modifications can be made. Its good idea to include it in the COA.

INSERT INTO `acc_gl_account` (`id`, `name`, `parent_id`, `hierarchy`, `gl_code`, `disabled`, `manual_journal_entries_allowed`, `account_usage`, `classification_enum`, `tag_id`, `description`) VALUES
    (1, 'Cash and Bank Balances', NULL, '.', '10-1-1000', 0, 1, 2, 1, NULL, NULL),
    (2, 'Cash at Hand', 1, '.2.', '10-1-1001', 0, 1, 1, 1, NULL, NULL),
    (3, 'Cash at Bank 1', 1, 'null3.', '10-1-1002', 0, 1, 1, 1, NULL, NULL),
    (4, 'Cash at Bank 2', 1, '.4.', '10-1-1003', 0, 1, 1, 1, NULL, NULL),
    (5, 'Cash at Bank 3', 1, '.5.', '10-1-1004', 0, 1, 1, 1, NULL, NULL),
    (6, 'Cash at Bank 4', 1, '.6.', '10-1-1005', 0, 1, 1, 1, NULL, NULL),
    (7, 'Loans Outstanding', NULL, '.', '10-1-2000', 0, 1, 2, 1, NULL, NULL),
    (8, 'Loans to Females', 7, '.8.', '10-1-2001', 0, 1, 1, 1, NULL, NULL),
    (9, 'Loans to Males', 7, '.9.', '10-1-2002', 0, 1, 1, 1, NULL, NULL),
    (10, 'Loans to Groups', 7, '.10.', '10-1-2003', 0, 1, 1, 1, NULL, NULL),
    (11, 'Loans to Institutions', 7, '.11.', '10-1-2004', 0, 1, 1, 1, NULL, NULL),
    (12, 'Loans to Others', 7, '.12.', '10-1-2005', 0, 1, 1, 1, NULL, NULL),
    (13, 'Advances', NULL, '.', '10-1-3000', 0, 1, 2, 1, NULL, NULL),
    (14, 'Employee advances', 13, '.14.', '10-1-3001', 0, 1, 1, 1, NULL, NULL),
    (15, 'Investments', NULL, '.', '10-1-4000', 0, 1, 2, 1, NULL, NULL),
    (16, 'Short Term Investment', 15, '.16.', '10-1-4001', 0, 1, 1, 1, NULL, NULL),
    (17, 'Long Term Investment', 15, '.17.', '10-1-4002', 0, 1, 1, 1, NULL, NULL),
    (18, 'Prepayments', NULL, '.', '10-1-5000', 0, 1, 2, 1, NULL, NULL),
    (19, 'Prepaid Rent', 18, '.19.', '10-1-5001', 0, 1, 1, 1, NULL, NULL),
    (20, 'Prepaid Utilities', 18, '.20.', '10-1-5002', 0, 1, 1, 1, NULL, NULL),
    (21, 'Other Prepayments', 18, '.21.', '10-1-5003', 0, 1, 1, 1, NULL, NULL),
    (22, 'Receivables', NULL, '.', '10-1-6000', 0, 1, 2, 1, NULL, NULL),
    (23, 'Interest receivable on Loans', 22, '.23.', '10-1-6001', 0, 1, 1, 1, NULL, NULL),
    (24, 'Interest receivable on Fixed Deposits', 22, '.24.', '10-1-6002', 0, 1, 1, 1, NULL, NULL),
    (25, 'Overdrawn Savings Account', 22, '.25.', '10-1-6003', 0, 1, 1, 1, NULL, NULL),
    (26, 'Amounts Receivable from Related Party', NULL, '.', '10-1-7000', 0, 1, 2, 1, NULL, NULL),
    (27, 'Advances to Board Members', 26, '.27.', '10-1-7001', 0, 1, 1, 1, NULL, NULL),
    (28, 'Other receivable from Board Members', 26, '.28.', '10-1-7002', 0, 1, 1, 1, NULL, NULL),
    (29, 'Stock', NULL, '.', '10-1-8000', 0, 1, 2, 1, NULL, NULL),
    (30, 'Stock of T-Shirts', 29, '.30.', '10-1-8001', 0, 1, 1, 1, NULL, NULL),
    (31, 'Stock of Stationery', 29, '.31.', '10-1-8002', 0, 1, 1, 1, NULL, NULL),
    (32, 'Stock of Other Assets', 29, '.32.', '10-1-8003', 0, 1, 1, 1, NULL, NULL),
    (33, 'Tangible Assets', NULL, '.', '10-1-9100', 0, 1, 2, 1, NULL, NULL),
    (34, 'Moto Vehicles/Cycles', 33, '.34.', '10-1-9101', 0, 1, 1, 1, NULL, NULL),
    (35, 'Equipment', 33, '.35.', '10-1-9102', 0, 1, 1, 1, NULL, NULL),
    (36, 'Furniture & Fittings', 33, '.36.', '10-1-9103', 0, 1, 1, 1, NULL, NULL),
    (37, 'Computers & Accessories', 33, '.37.', '10-1-9104', 0, 1, 1, 1, NULL, NULL),
    (38, 'Land and Buildings', 33, '.38.', '10-1-9105', 0, 1, 1, 1, NULL, NULL),
    (39, 'Intangible Assets', NULL, '.', '10-1-9200', 0, 1, 2, 1, NULL, NULL),
    (40, 'Software', 39, '.40.', '10-1-9201', 0, 1, 1, 1, NULL, NULL),
    (41, 'Goodwill', 39, '.41.', '10-1-9202', 0, 1, 1, 1, NULL, NULL),
    (42, 'Savings and Time deposits', NULL, '.', '10-2-1000', 0, 1, 2, 2, NULL, NULL),
    (43, 'Members\' savings -Females', 42, '.43.', '10-2-1001', 0, 1, 1, 2, NULL, NULL),
    (44, 'Members\' savings -Males', 42, '.44.', '10-2-1002', 0, 1, 1, 2, NULL, NULL),
    (45, 'Members\' savings -Groups', 42, '.45.', '10-2-1003', 0, 1, 1, 2, NULL, NULL),
    (46, 'Members\' savings -Institutions', 42, '.46.', '10-2-1004', 0, 1, 1, 2, NULL, NULL),
    (47, 'Members\' savings -Others', 42, '.47.', '10-2-1005', 0, 1, 1, 2, NULL, NULL),
    (48, 'Interest and Dividends Payable', NULL, '.', '10-2-2000', 0, 1, 2, 2, NULL, NULL),
    (49, 'Interest Payable on Savings by Females', 48, '.49.', '10-2-2001', 0, 1, 1, 2, NULL, NULL),
    (50, 'Dividends Payable to Members', 48, '.50.', '10-2-2003', 0, 1, 1, 2, NULL, NULL),
    (51, 'Other Accounts Payable and Accruals', NULL, '.', '10-2-3000', 0, 1, 2, 2, NULL, NULL),
    (52, 'Interest payable on Borrowed Funds', 51, '.52.', '10-2-3001', 0, 1, 1, 2, NULL, NULL),
    (53, 'Withholding Tax payable', 51, '.53.', '10-2-3002', 0, 1, 1, 2, NULL, NULL),
    (54, 'Income Tax Liability', 51, '.54.', '10-2-3003', 0, 1, 1, 2, NULL, NULL),
    (55, 'Professional fees payable', 51, '.55.', '10-2-3004', 0, 1, 1, 2, NULL, NULL),
    (56, 'Suppliers Payable', 51, '.56.', '10-2-3005', 0, 1, 1, 2, NULL, NULL),
    (57, 'NSSF payable', 51, '.57.', '10-2-3006', 0, 1, 1, 2, NULL, NULL),
    (58, 'PAYE payable', 51, '.58.', '10-2-3007', 0, 1, 1, 2, NULL, NULL),
    (59, 'Affiliation fees Payable', 51, '.59.', '10-2-3008', 0, 1, 1, 2, NULL, NULL),
    (60, 'Net Salaries/Wages Payable', 51, '.60.', '10-2-3009', 0, 1, 1, 2, NULL, NULL),
    (61, 'Other Liabilities', NULL, '.', '10-2-4000', 0, 1, 2, 2, NULL, NULL),
    (62, 'General Loan loss provisions', 61, '.62.', '10-2-4001', 0, 1, 1, 2, NULL, NULL),
    (63, 'Specific Loan loss provisions', 61, '.63.', '10-2-4002', 0, 1, 1, 2, NULL, NULL),
    (64, 'Accumulated Depreciation', 61, '.64.', '10-2-4003', 0, 1, 1, 2, NULL, NULL),
    (65, 'Non-Current Liabilities', NULL, '.', '10-2-5000', 0, 1, 2, 2, NULL, NULL),
    (66, 'Deferred Grant Income', 65, '.66.', '10-2-5001', 0, 1, 1, 2, NULL, NULL),
    (67, 'Members\' Deposits -Long term Fixed Deposits', 65, '.67.', '10-2-5002', 0, 1, 1, 2, NULL, NULL),
    (68, 'Long term Debt Market rate', 65, '.68.', '10-2-5003', 0, 1, 1, 2, NULL, NULL),
    (69, 'Long term Debt Subsidized rate', 65, '.69.', '10-2-5004', 0, 1, 1, 2, NULL, NULL),
    (70, 'Member Share', NULL, '.', '10-3-1000', 0, 1, 2, 3, NULL, NULL),
    (71, 'Shares Class 1', 70, '.71.', '10-3-1001', 0, 1, 1, 3, NULL, NULL),
    (72, 'Shares Class 2', 70, '.72.', '10-3-1002', 0, 1, 1, 3, NULL, NULL),
    (73, 'Shares Class 3', 70, '.73.', '10-3-1003', 0, 1, 1, 3, NULL, NULL),
    (74, 'Statutory Reset', NULL, '.', '10-3-2000', 0, 1, 2, 3, NULL, NULL),
    (75, 'Reserve Fund', 74, '.75.', '10-3-2001', 0, 1, 1, 3, NULL, NULL),
    (76, 'Share Transfer Fund', 74, '.76.', '10-3-2002', 0, 1, 1, 3, NULL, NULL),
    (77, 'Retained Earnings', NULL, '.', '10-3-3000', 0, 1, 2, 3, NULL, NULL),
    (78, 'Retained Profit', 77, '.78.', '10-3-3001', 0, 1, 1, 3, NULL, NULL),
    (79, 'Current Year Profit', 77, '.79.', '10-3-3002', 0, 1, 1, 3, NULL, NULL),
    (80, 'Capital Grant (Donated Equity)', NULL, '.', '10-3-4000', 0, 1, 2, 3, NULL, NULL),
    (81, 'Donor 1', 80, '.81.', '10-3-4001', 0, 1, 1, 3, NULL, NULL),
    (82, 'Donor 2', 80, '.82.', '10-3-4002', 0, 1, 1, 3, NULL, NULL),
    (83, 'Donor 3', 80, '.83.', '10-3-4003', 0, 1, 1, 3, NULL, NULL),
    (84, 'Other Donors', 80, '.84.', '10-3-4004', 0, 1, 1, 3, NULL, NULL),
    (85, 'Loans Income', NULL, '.', '10-4-1000', 0, 1, 2, 4, NULL, NULL),
    (86, 'Interest income on Loans', 85, 'null86.', '10-4-1001', 0, 1, 1, 4, NULL, NULL),
    (87, 'Commision on Loans', 85, '.87.', '10-4-1002', 0, 1, 1, 4, NULL, NULL),
    (88, 'Penalty and Surcharge', 85, '.88.', '10-4-1003', 0, 1, 1, 4, NULL, NULL),
    (89, 'Other Loans Income', 85, '.89.', '10-4-1004', 0, 1, 1, 4, NULL, NULL),
    (90, 'Saving and Membership fees Income', NULL, '.', '10-4-2000', 0, 1, 2, 4, NULL, NULL),
    (91, 'Membership Fees', 90, '.91.', '10-4-2001', 0, 1, 1, 4, NULL, NULL),
    (92, 'Entrance Fees', 90, '.92.', '10-4-2002', 0, 1, 1, 4, NULL, NULL),
    (93, 'Sale of Stationery', 90, '.93.', '10-4-2003', 0, 1, 1, 4, NULL, NULL),
    (94, 'Saving Ledger Fees', 90, '.94.', '10-4-2004', 0, 1, 1, 4, NULL, NULL),
    (95, 'Account Closure Fees', 90, '.95.', '10-4-2005', 0, 1, 1, 4, NULL, NULL),
    (96, 'Grant Income', NULL, '.', '10-4-3000', 0, 1, 2, 4, NULL, NULL),
    (97, 'Grant Income for Loan Capital', 96, '.97.', '10-4-3001', 0, 1, 1, 4, NULL, NULL),
    (98, 'Grant Income for Operations', 96, '.98.', '10-4-3002', 0, 1, 1, 4, NULL, NULL),
    (99, 'Investments Income', NULL, '.', '10-4-4000', 0, 1, 2, 4, NULL, NULL),
    (100, 'Interest on Fixed Deposits', 99, '.100.', '10-4-4001', 0, 1, 1, 4, NULL, NULL),
    (101, 'Other Investment Income', 99, '.101.', '10-4-4002', 0, 1, 1, 4, NULL, NULL),
    (102, 'Other Income', NULL, '.', '10-4-5000', 0, 1, 2, 4, NULL, NULL),
    (103, 'Recovery of Loan previously written off', 102, '.103.', '10-4-5001', 0, 1, 1, 4, NULL, NULL),
    (104, 'Interest from Bank A/C', 102, '.104.', '10-4-5002', 0, 1, 1, 4, NULL, NULL),
    (105, 'Profit on Sale of Fixed Assets', 102, '.105.', '10-4-5003', 0, 1, 1, 4, NULL, NULL),
    (106, 'Foreign Exchange gain', 102, '.106.', '10-4-5004', 0, 1, 1, 4, NULL, NULL),
    (107, 'Miscellaneous Income', 102, '.107.', '10-4-5005', 0, 1, 1, 4, NULL, NULL),
    (108, 'Financial Costs', NULL, '.', '10-5-1000', 0, 1, 2, 5, NULL, NULL),
    (109, 'Interest Expense on Member\'s Savings', 108, '.109.', '10-5-1001', 0, 1, 1, 5, NULL, NULL),
    (110, 'Interest Expense on Borrowed Funds', 108, '.110.', '10-5-1002', 0, 1, 1, 5, NULL, NULL),
    (111, 'Interest Expense on Time Deposit', 108, '.111.', '10-5-1003', 0, 1, 1, 5, NULL, NULL),
    (112, 'Other Financial Costs', 108, '.112.', '10-5-1004', 0, 1, 1, 5, NULL, NULL),
    (113, 'Direct Loan Cost', NULL, '.', '10-5-2000', 0, 1, 2, 5, NULL, NULL),
    (114, 'Bad Debts Expense', 113, '.114.', '10-5-2001', 0, 1, 1, 5, NULL, NULL),
    (115, 'Loan Appraisal Cost', 113, '.115.', '10-5-2002', 0, 1, 1, 5, NULL, NULL),
    (116, 'Loan Monitoring and Recovery Cost', 113, '.116.', '10-5-2003', 0, 1, 1, 5, NULL, NULL),
    (117, 'Legal Fees on Loans', 113, '.117.', '10-5-2004', 0, 1, 1, 5, NULL, NULL),
    (118, 'Other Direct Loan Costs', 113, '.118.', '10-5-2005', 0, 1, 1, 5, NULL, NULL),
    (119, 'Staff Costs', NULL, '.', '10-5-3000', 0, 1, 2, 5, NULL, NULL),
    (120, 'Gross Salaries', 119, '.120.', '10-5-3001', 0, 1, 1, 5, NULL, NULL),
    (121, 'Staff welfare and incentives', 119, '.121.', '10-5-3002', 0, 1, 1, 5, NULL, NULL),
    (122, 'NSSF - 10%', 119, '.122.', '10-5-3003', 0, 1, 1, 5, NULL, NULL),
    (123, 'Gratuity', 119, '.123.', '10-5-3004', 0, 1, 1, 5, NULL, NULL),
    (124, 'Staff training, workshops & capacity building', 119, '.124.', '10-5-3005', 0, 1, 1, 5, NULL, NULL),
    (125, 'Other Personnel Expenses', 119, '.125.', '10-5-3006', 0, 1, 1, 5, NULL, NULL),
    (126, 'Administration Expenses', NULL, '.', '10-5-4000', 0, 1, 2, 5, NULL, NULL),
    (127, 'Stationery Expenses', 126, '.127.', '10-5-4001', 0, 1, 1, 5, NULL, NULL),
    (128, 'Rent of Office Premises', 126, '.128.', '10-5-4002', 0, 1, 1, 5, NULL, NULL),
    (129, 'Office Expenses', 126, '.129.', '10-5-4003', 0, 1, 1, 5, NULL, NULL),
    (130, 'Telephone', 126, '.130.', '10-5-4004', 0, 1, 1, 5, NULL, NULL),
    (131, 'Internet and E-mail', 126, '.131.', '10-5-4005', 0, 1, 1, 5, NULL, NULL),
    (132, 'Professional Fees', 126, '.132.', '10-5-4006', 0, 1, 1, 5, NULL, NULL),
    (133, 'Transport and Travels', 126, '.133.', '10-5-4007', 0, 1, 1, 5, NULL, NULL),
    (134, 'Adverts, annoucements and publicity', 126, '.134.', '10-5-4008', 0, 1, 1, 5, NULL, NULL),
    (135, 'Power/fuel Costs', 126, '.135.', '10-5-4009', 0, 1, 1, 5, NULL, NULL),
    (136, 'Accomodation Allowances', 126, '.136.', '10-5-4100', 0, 1, 1, 5, NULL, NULL),
    (137, 'Duty Allowances', 126, '.137.', '10-5-4101', 0, 1, 1, 5, NULL, NULL),
    (138, 'Community Mobilisation', 126, '.138.', '10-5-4102', 0, 1, 1, 5, NULL, NULL),
    (139, 'Audit Cost & Legal Fees', 126, '.139.', '10-5-4103', 0, 1, 1, 5, NULL, NULL),
    (140, 'Depreciation', 126, '.140.', '10-5-4104', 0, 1, 1, 5, NULL, NULL),
    (141, 'Loss on Sale of Fixed Assets', 126, '.141.', '10-5-4105', 0, 1, 1, 5, NULL, NULL),
    (142, 'Equipment Repairs & Replacement', 126, '.142.', '10-5-4106', 0, 1, 1, 5, NULL, NULL),
    (143, 'Security Expenses', 126, '.143.', '10-5-4107', 0, 1, 1, 5, NULL, NULL),
    (144, 'Computer Expenses', 126, '.144.', '10-5-4108', 0, 1, 1, 5, NULL, NULL),
    (145, 'Donations and Gifts', 126, '.145.', '10-5-4109', 0, 1, 1, 5, NULL, NULL),
    (146, 'Bank Charges', 126, '.146.', '10-5-4020', 0, 1, 1, 5, NULL, NULL),
    (147, 'Affiliation Fees Expense', 126, '.147.', '10-5-4021', 0, 1, 1, 5, NULL, NULL),
    (148, 'Miscellaneous Administrative Expenses', 126, '.148.', '10-5-4022', 0, 1, 1, 5, NULL, NULL),
    (149, 'Governance Expenses', NULL, '.', '10-5-5000', 0, 1, 2, 5, NULL, NULL),
    (150, 'General Meeting Expenses', 149, '.150.', '10-5-5001', 0, 1, 1, 5, NULL, NULL),
    (151, 'Registration Fees', 149, '.151.', '10-5-5002', 0, 1, 1, 5, NULL, NULL),
    (152, 'Committee Expenses', 149, '.152.', '10-5-5003', 0, 1, 1, 5, NULL, NULL),
    (153, 'Other Governance Expenses', 149, '.153.', '10-5-5004', 0, 1, 1, 5, NULL, NULL),
    (154, 'Statutory Expenses', NULL, '.', '10-5-6000', 0, 1, 2, 5, NULL, NULL),
    (155, 'Cooperative Development Fund Contribution', 154, '.155.', '10-5-6001', 0, 1, 1, 5, NULL, NULL),
    (156, 'Members\' Training', 154, '.156.', '10-5-6002', 0, 1, 1, 5, NULL, NULL),
    (157, 'Education Fund', 154, '.157.', '10-5-6003', 0, 1, 1, 5, NULL, NULL),
    (158, 'Other Statutory Expenses', 154, '.158.', '10-5-6004', 0, 1, 1, 5, NULL, NULL);

Regards

Gloria

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[Ashok]

Gloria,

A quick observation, id values are not required in insert SQL script as it is an auto incremented value.

Thanks

Ashok

[Lajeo Gloria]

Ashok,

Thanks for that but i just exported what i already have in my database as .sql using HeidiSQL, the developers will help me remove that when they are adding it to the source code for compilation in the war file.

Thanks

Regards

Gloria

[Nayan Ambali]

Gloria,

Thanks for such detailed CoAs, but idea of shipping default CoA are

1) Some one with little idea on CoA can use it as reference and also can modify or use it as it is.
2) Reduce the initial setup time

But adding all possible CoAs by default, I am not really convinced with that, but what is right minimal set? there is no hard rule. so your set is also good default CoAs

But I agree with  CoA list provided by Binny as more appropriate as default CoA.

Thanks

Nayan Ambali

Thanks and Regards,
Nayan Ambali

+91 9591996042

skype: nayangambali

[Ed Cable]

Nayan,

Is it possible to make Gloria's CoA, another option that could be loaded via a database script?

We could have one as the default CoA and then if you want a more detailed or advanced CoA, the option to load this one that Gloria has provided.

Ed

Ed Cable

Mifos Community Manager

Director of Community Programs, Mifos Initiative

edc...@mifos.org | Skype: edcable | Mobile: 484.477.8649

Collectively Creating a World of 3 Billion Maries | http://openmf.org  

Note: As of Jan 1, 2014 my email has changed from edcable@openmf.org to edcable@mifos.org. Please update your address book accordingly.

[Ed Cable]

Binny/Nayan,

Do we have this data that can be easily run and executed as a script or do we have a dump of it that I could share with a partner who is looking for some test data?

Ed

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[Nayan Ambali]

HI Ed,

Attached are the scripts to add default CoA and adding test tenant with default data.

@Vishwas,

How do we proceed on adding these to the product by default? CoA script can be directly added but default test tenant I am not sure what is the best way to add.

@Dayna,

Sorry, I did not update the demo2 with default data. I will do it

Thanks

Nayan Ambali

Thanks and Regards,
Nayan Ambali

+91 9591996042

skype: nayangambali

[Vishwas Babu]

Hi Nayan,

I don't think we should make these a part of flyway updates (as we probably shouldn't insert any dummy/sample data by default).

A couple of suggested approaches

1) Maintain a separate folder under https://github.com/openMF/mifosx/tree/develop/mifosng-db, say "sample data" and maintain the insert scripts here.

So folks wanting to see dummy data can restore the same manually into their database (however, we would need to ensure that this insert script is kept upto date with every new release which might be a bit of an overhead)

2) Define the Sample data  and have Subramanya create a Selenium script to populate this data. So before every release he would run the selenium scripts, take a dump of this database with the sample data and we ship it along with the release artifacts

Let me know what you think 

Regards,

Vishwas

[Binny Gopinath Sreevas]

The test tenant and data can be kept as separate scripts. However, I would suggest to include the default chart of accounts in the main database itself.

 

I feel that it will be useful for most smaller MFIs and people who just want to start using Mifos - I assume it will be applied only in case of a fresh install and never in case of an upgrade. For larger MFI’s, it should be just easy to delete the contents of one table if they want a totally different CoA.

 

Thanks and Regards
Binny Gopinath Sreevas

+91-98861 39498
Skype: binny.gopinath