Handover

I. Inventory and Documentation

1. Summary of tools/technologies used:

a) database

  • postgres

b) backend

  • Python, Django, graphQL

c) frontend

  • React JS

d) dockerized distribution and external components:

  1. Summary of the documentation:

a) Backend

b) Frontend

  • for assembly

  • for coreMIS modules see frontend modules (fe)

c) Database

  • - postgres container (db)

d) dockerized distribution and external components

  • - setup openIMIS dockerized distribution

  • - openFn Lightning setup

  • - openSearch/OpenSearch Dashboard setup

e) Documentation on Confluence page:

  • README.md sections of all modules presented in coreMIS package

  • - tasks management module maker-checker logic

  • - payment modules design

  • module mapping

f) User guides :

 

II. Access Details

  1. Transfer critical system/application logins.

a) coreMIS demo server - no production data

  • URL

  • Login: Admin

  • Password: admin123

b) coreMIS demo lightning credential - no production data

c) OpenSearch Dashboard demo server

  1. Update access list post-handover.

  2. Ensure secure credential transfer.

  • there is no credentials to production instance because currently we do not have any production data

 

IV. Ongoing tasks and responbilities

List of the created but not addressed task is also available under this link

  1. Document in-progress tasks.

Issue Summary

Issue ID

Status

Issue Summary

Issue ID

Status

Added synchronization with OpenSearch during openFn ligthning workflow to upload Beneficiary

CM-341

Backlog

Deleted task groups are visible in task view

CM-340

Backlog

Error while opening benefit plan update task detailed view

CM-339

Backlog

[Payroll] Change 'included unpaid' checkbox colour + typo

CM-331

Backlog

Error after creating payroll

CM-330

Backlog

Configure the application for development purposes

CM-311

On hold

Create endpoint for changing the password

CM-310

On hold

Create endpoint for Sync reconciliation and close payroll

CM-309

On hold

Create endpoint for List of recent disbursements

CM-308

On hold

Create endpoint for Fetching list of Geo Data Point for Payroll

CM-307

On hold

Create endpoint for fetching payrolls for PPM

CM-306

On hold

Create dashboard endpoint

CM-305

On hold

Authorization and login endpoint for Mobile App

CM-304

On hold

Apply keeping the search criteria when going back to the results

CM-298

Backlog

Move Advanced filter form (json_ext) to core module

CM-283

Backlog

When approving/failing task, journalize the action.

CM-282

Backlog

Show approvement panel after save in Task

CM-281

Backlog

Create service with endpoint for uploading proof of payment

CM-273

Backlog

Payment adaptor integration

CM-272

Backlog

Improve process of attaching bills into payrols while creating payroll

CM-270

Backlog

Error when filtering by date

CM-268

Backlog

Change the sort order when adding new tasks

CM-267

Backlog

Implement workflow categories (groups)

CM-265

Backlog

Create user guideline

CM-264

Backlog

Update Payments technical documentation to be up to date

CM-263

Backlog

Add High-Level Functional Module Descriptions

CM-262

Backlog

Verify if all repositories have up-to-date README.md with the current code status

CM-261

Backlog

User can't create new Payment plan

CM-249

Backlog

Add Payment Point Manager role

CM-237

On hold

Integrate openIMIS accounts with openSearch perimissions

CM-226

Backlog

TextInput losses focus after fetch

CM-225

Backlog

Add configurable fields for payment point reconciliation definition

CM-222

Backlog

Add reconciliation method to the Payment Point

CM-221

Backlog

Add payrolls

CM-220

Backlog

Override bulk_create of HistoryModel

CM-203

Backlog

Add date range to search criteria

CM-198

On hold

Error handling and display after executing upload on BenefitPlan page

CM-194

Backlog

Improvements in custom filter related to UI aspects

CM-187

Backlog

Improvements in custom filter logic

CM-186

Backlog

Add maker-checker logic for PaymentPoints in PaymentPlans

CM-183

Backlog

Issue with Custom Filter when select None in integer type

CM-182

Backlog

Add maker-checker logic for PaymentCycle

CM-179

Backlog

Adjust CalculationRule to handle not collected payments

CM-169

On hold

Parameter in export function causes an error despite being in schema

CM-161

Backlog

Create generic solution for sorting feature

CM-156

Backlog

Block/secure the possibility of removing the individuals with relations

CM-155

Backlog

Frontend - Add changes on Social Protection entities to handle data updates

CM-126

On hold

Backend - implement the backend mechanizm based on task model

CM-124

Backlog

Add possibility to collapse search functionality

CM-104

Backlog

Add deleted benefit plans to validations

CM-103

Backlog

Attach location information to the groups

CM-74

On hold

Fix frontend CI

CM-38

Backlog

Develop custom filter creator for Individual Data Storage

CM-37

Backlog

BE - BenefitPlan - Financing methods

CM-33

Backlog

BE - BenefitPlan - Filters to determine potential beneficiaries

CM-32

Backlog

Allows configuration of alerts to flag beneficiary details when events are triggered

CM-31

On hold

  1. Document recurrent or routine tasks

    • No reccurent or routine tasks were spotted during the development.

  2. Identify unfinished tasks for the next tender.

    • Unfinished tasks are described above. However, there are several major things that surely need to be included in the next tender:

      • Integration with Mobile App

      • On-site payment

      • Goods Disbursement

      • Grievance Module

      • OpenSearch roles

      • Payroll Creation for Ad-hoc payment with CSV Upload

      • Payrolls for Payment Point Manager Reconciliation

      • Manual CSV/Excel File reconciliation

      • Payment History

 

III. Environment Details

  1. Environments:

a) coreMIS demo server - no production data

  • URL

  • Login: Admin

  • Password: Admin123

b) coreMIS demo lightning credential - no production data

c) OpenSearch Dashboard demo server

  1. Differences

  • The backend assembly is built based on coreMIS branch

  • The frontend assembly is built based on coreMIS branch

  • dockerized distribution for coreMIS is available here on coremisSetup branch

  • Additional coreMIS modules: openimis-fe-payment_cycle, openimis-be-payment-cycle, openimis-be-payroll_py, openimis-fe-payroll_js

regarding data structure - here you can find more details how it is managed now and how it could look in next project phases

  • The frontend has additional configurations that change the position of the menu and redirect links when clicking the help icon. Here you can find more details how to change it (menuLeft, redirectToCoreMISConfluenceUrl).

  • coreMIS frontend nginx.conf (openimis.conf) - here, there are additional directives for OpenSearch Dashboards and openFN lightning. https://github.com/openimis/openimis-fe_js/blob/coreMIS/conf/openimis.conf

  1. Deployments

 

  1. Access to server and release process

  • The server is maintained by the SwissTPH team.

  • The openIMIS has biannual releases, occurring in April and October each year

  • The release process involves creating branches related to the release (release/<month-year>). Once all the necessary preparations are complete, this branch is merged into the main branch, and the packages for Python and React are created with the appropriate version tags.

  • The team responsible for maintaining the project is in charge of handling the releases.

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