[prev in list] [next in list] [prev in thread] [next in thread]
List: mifos-developer
Subject: [Mifos-developer] FW: Loan Officer can't apply payment on peculiar
From: "Emily Tucker" <ETucker () grameenfoundation ! org>
Date: 2007-12-18 20:09:50
Message-ID: 9DD845C1ED0D5D40B4B56DF5A4B1EB0E0248066A () gfmail ! gfusa ! org
[Download RAW message or body]
--===============1428555592==
Content-class: urn:content-classes:message
Content-Type: multipart/alternative;
boundary="----_=_NextPart_001_01C841B1.DDA5BE15"
This is a multi-part message in MIME format.
Hi All,
Some interesting questions/issues identified by Bart below at our
Jitegemea deployment. Thought it useful to post to the community even
though he's still researching the issue....
________________________________
From: Bart Berning (Contractor)
Sent: Monday, December 17, 2007 10:19 PM
To: Amy Bensinger (Contractor)
Cc: Aliya Walji; Emily Tucker; hshamte@adeptsystems.co.ke
Subject: Loan Officer can't apply payment on peculiar accounts...
Hiya Amy, and all,
Some credit officers at Jitegemea are running into a problem when they
try to Apply Payments on the loan detail page of their members. When
they click the Apply Payment link they get a "You do not have
permission..." error.
I think the cause is the account.personnel_id of the loan account is not
the customer's loan officer (customer.loan_officer_id). Occasionally it
is the 'Recruited by' loan officer (customer.customer_formedby_id). I
don't see anything in the change log for the customer to indicate he has
been moved from the recruited by loan officer to the current loan
officer, but I'll drill up and see if the entire gitati or group had
been moved.
In the meantime, could you run this query to see if you also have a lot
of loans where the personnel_id does not match the loan_officer_id? I
just want to know if that mis-match is a normal state of affairs.
(Given your dataset, you may want to limit the number of rows!) At
Jitegemea we have about 1100 loans in this state. Next I want to try to
manually update the account.personnel_id to see if that fixes it.
Once I figure out what's going on I'll post to the developer listserv.
And think possibly do a mass update of the account.personnel_id. The
credit officers at Jitegemea are quick to throw up their hands and give
up when they encounter this kind of bug, so I want to remedy it
quickly...
B
select
c.customer_id, c.display_name,
a.account_id, a.account_type_id, a.personnel_id, pX.display_name,
c.loan_officer_id, pY.display_name,
c.customer_formedby_id, pZ.display_name
from
customer c, account a, personnel pX, personnel pY, personnel pZ
where
c.customer_id = a.customer_id and
a.personnel_id = pX.personnel_id and
c.loan_officer_id = pY.personnel_id and
c.customer_formedby_id = pZ.personnel_id and
a.account_type_id = 1 and
c.loan_officer_id <> a.personnel_id
group by customer_id;
[Attachment #3 (text/html)]
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML xmlns="http://www.w3.org/TR/REC-html40" xmlns:v =
"urn:schemas-microsoft-com:vml" xmlns:o =
"urn:schemas-microsoft-com:office:office" xmlns:w =
"urn:schemas-microsoft-com:office:word"><HEAD>
<META http-equiv=Content-Type content="text/html; charset=us-ascii">
<META content="MSHTML 6.00.2900.3243" name=GENERATOR>
<STYLE>@page Section1 {size: 8.5in 11.0in; margin: 1.0in 1.25in 1.0in 1.25in; }
P.MsoNormal {
FONT-SIZE: 12pt; MARGIN: 0in 0in 0pt; FONT-FAMILY: "Times New Roman"
}
LI.MsoNormal {
FONT-SIZE: 12pt; MARGIN: 0in 0in 0pt; FONT-FAMILY: "Times New Roman"
}
DIV.MsoNormal {
FONT-SIZE: 12pt; MARGIN: 0in 0in 0pt; FONT-FAMILY: "Times New Roman"
}
A:link {
COLOR: blue; TEXT-DECORATION: underline
}
SPAN.MsoHyperlink {
COLOR: blue; TEXT-DECORATION: underline
}
A:visited {
COLOR: purple; TEXT-DECORATION: underline
}
SPAN.MsoHyperlinkFollowed {
COLOR: purple; TEXT-DECORATION: underline
}
SPAN.EmailStyle17 {
COLOR: windowtext; FONT-FAMILY: Arial; mso-style-type: personal-compose
}
DIV.Section1 {
page: Section1
}
</STYLE>
<!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></HEAD>
<BODY lang=EN-US vLink=purple link=blue>
<DIV dir=ltr align=left><FONT face=Arial color=#0000ff size=2><SPAN
class=218480820-18122007>Hi All,</SPAN></FONT></DIV>
<DIV dir=ltr align=left><FONT face=Arial color=#0000ff size=2><SPAN
class=218480820-18122007></SPAN></FONT> </DIV>
<DIV dir=ltr align=left><FONT><SPAN class=218480820-18122007></SPAN></FONT><FONT
face=Arial><FONT color=#0000ff><FONT size=2>S<SPAN class=218480820-18122007>ome
interesting questions/issues identified by Bart below at our Jitegemea
deployment. Thought it useful to post to the community even though
he's still researching the issue....</SPAN></FONT></FONT></FONT><BR></DIV>
<DIV class=OutlookMessageHeader lang=en-us dir=ltr align=left>
<HR tabIndex=-1>
<FONT face=Tahoma size=2><B>From:</B> Bart Berning (Contractor) <BR><B>Sent:</B>
Monday, December 17, 2007 10:19 PM<BR><B>To:</B> Amy Bensinger
(Contractor)<BR><B>Cc:</B> Aliya Walji; Emily Tucker;
hshamte@adeptsystems.co.ke<BR><B>Subject:</B> Loan Officer can't apply payment
on peculiar accounts...<BR></FONT><BR></DIV>
<DIV></DIV>
<DIV class=Section1>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">Hiya Amy, and
all,<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">Some credit officers at Jitegemea
are running into a problem when they try to Apply Payments on the loan detail
page of their members. When they click the Apply Payment link they get a
“You do not have permission…” error.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">I think the cause is the
account.personnel_id of the loan account is not the customer’s loan officer
(customer.loan_officer_id). Occasionally it is the ‘Recruited by’ loan
officer (customer.customer_formedby_id). I don’t see anything in the
change log for the customer to indicate he has been moved from the recruited by
loan officer to the current loan officer, but I’ll drill up and see if the
entire gitati or group had been moved.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">In the meantime, could you run this
query to see if you also have a lot of loans where the personnel_id does not
match the loan_officer_id? I just want to know if that mis-match is a
normal state of affairs. (Given your dataset, you may want to limit the
number of rows!) At Jitegemea we have about 1100 loans in this
state. Next I want to try to manually update the account.personnel_id to
see if that fixes it.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">Once I figure out what’s going on
I’ll post to the developer listserv. And think possibly do a mass update
of the account.personnel_id. The credit officers at Jitegemea are quick to
throw up their hands and give up when they encounter this kind of bug, so I want
to remedy it quickly…<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">B<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">select<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.customer_id,
c.display_name,<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> a.account_id,
a.account_type_id, a.personnel_id, pX.display_name,<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.loan_officer_id,
pY.display_name,<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.customer_formedby_id,
pZ.display_name<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">from<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> customer c, account a,
personnel pX, personnel pY, personnel pZ<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">where<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.customer_id = a.customer_id
and<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> a.personnel_id =
pX.personnel_id and<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.loan_officer_id =
pY.personnel_id and<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.customer_formedby_id =
pZ.personnel_id and<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> a.account_type_id = 1
and<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> c.loan_officer_id <>
a.personnel_id<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">group by
customer_id;<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P></DIV></BODY></HTML>
-------------------------------------------------------------------------
SF.Net email is sponsored by:
Check out the new SourceForge.net Marketplace.
It's the best place to buy or sell services
for just about anything Open Source.
http://ad.doubleclick.net/clk;164216239;13503038;w?http://sf.net/marketplace
--===============1428555592==--
[prev in list] [next in list] [prev in thread] [next in thread]
Configure |
About |
News |
Add a list |
Sponsored by KoreLogic