2023-07-25 Developers Deep Dive - CORE-MIS

Overview

Date: 2023-07-25

Objective: Sprint 4 review

Participants:

Sprint 5 summary - presented by Artur
1. Sprint goal was achieved
2. Story points commited 40, story point achieved 44.5
3. Completed
  - Payment layer adjustments
  - Payment cycle
    - General view
    - Payment cycle creation
    - Calculation rule
  - Payment plan adjustments
  - OpenSearch - adjustments
  - Bugfixes
4. Not completed
  - Payment cycle detailed view
  - Calculation rule adjustment to handle limit per beneficiary
Information about current scope of the project deliverables - SolDevelo Team will focus mostly on Payments MVP. Requirements list was shared with Andrea and Malike to validate if any currently not covered use cases are relevant from their peseprctive so SolDevelo Team can include it into next sprints scope
Suggestion for changes in Payment Plans:
1. We need to change Fixed batch in Payment Plan to Fixed amount
2. Change in Advance Criteria for Payment Plan - change from “add filter” to “add variable”
3. change the language pack in order to rename Bills to Invoices and Inovices to Outcoming Invoices
Disucssion regarding financial namings used in openIMIS
Bugfixes
1. “Beneficiaires and Households” module should be changed to “Beneficiaires and Groups)
2. Adress the ticket with having an option to check which benefit plans are assigned to the beneficiary (either is group or individual)

Presentation

change Fixed batch in Payment Plan to Fixed amount @Artur Lebiedziński
create a table on confluence page and extract all payments releated words to indentify the meaning of them. Once gathered, we can introduce the changes in current openIMIS naming in order to reflect the proper financial meaning @Artur Lebiedziński Key question: what needs to be done (how many days) to introduce a proper terminology?

Direction	Document	CORE-MIS	openIMIS DB	Business

Direction	Document	CORE-MIS	openIMIS DB	Business
incoming	payment request (bill / invoice)	invoice/payment	bill	accounts payable, liability
outgoing	payment			cost
outgoing	payment request (bill / invoice)	not existing	invoice	accounts receivable, asset
incoming	payment	payment		income