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Import transactions | Comments |
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Check 'Import transactions' link on Admin page |
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Verify layout on 'Import transactions' page |
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Check if 'Import format' dropdown contains only installed plugins (Audi Bank, MPESA) (copy both plugins from http://mifos.org/product/download-mifos/plugins to ~/.mifos/plugins) |
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Select Audi Bank plugin and click on Browse button. Verify that file selection window appears. |
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Select inappropriate format file e.g. .pdf and click on Review button. Verify that validation message appears. |
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Select proper .xls file and click on Review button. |
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Page expired error appears during xls file import | |
| Check how many time takes to import transactions | |
Verify that the following message appears: "No payment type found named 'Bank Audi sal'." |
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Go to 'Define lookup options' page and add 'Bank Audi sal' payment mode. |
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Go back to 'Import transactions' page and select again proper .xls file and click on Review button. |
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Verify that the following message still appears: "No payment type found named 'Bank Audi sal'." because payment mode hasn't been defined on 'Define accepted payment types' page. |
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Go to 'Define accepted payment types' page and add 'Bank Audi sal' payment mode for repayments. |
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Go back to 'Import transactions' page and select again proper .xls file and click on Review button. |
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Verify that file is properly analyzed and errors are listed and displayed in red. |
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Click on 'Edit:Import information' button and select different file. Click on 'Review' button and verify that file is properly analyzed, errors are listed and displayed in red and that values are different from those in first analyzed file. |
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If there are valid rows, submit upload and check if payments are properly applied to appropriate accounts. | |
Go back to 'Import transactions' page and select MPESA plugin and click on Browse button. Verify that file selection window appears. |
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Select inappropriate format file e.g. .pdf and click on Review button. Verify that validation message appears. |
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Select proper .xls file and click on Review button. |
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Verify that the following message appears: "Payment type MPESA not found. Have you configured this payment type?." |
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Go to 'Define lookup options' page and add 'MPESA' payment mode. |
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Go back to 'Import transactions' page and select again proper .xls file and click on Review button. |
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Verify that the following message still appears: "Payment type MPESA not found. Have you configured this payment type?." because payment mode hasn't been defined on 'Define accepted payment types' page. |
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| Go to 'Define accepted payment types' page and add 'MPESA' payment mode for repayments and disbursements. | |
| Go back to 'Import transactions' page and select again proper .xls file and click on Review button. | |
| Verify that file is properly analyzed and errors are listed and displayed in red. | |
| Click on 'Edit:Import information' button and select different file. Click on 'Review' button and verify that file is properly analyzed, errors are listed and displayed in red and that values are different from those in first analyzed file. | |
| If there are valid rows, submit upload and check if payments are properly applied to appropriate accounts and that appropriate accounts are disbursed. | |
If imported transactions were adjusted/modified manually on the account then it should't be possible to undo those transactions via Undo imported files functionality | |
| Verify 'Add the possibility to import new Loans data' (MIFOS-5661) | |
| Verify 'Add the possibility to import new Savings data' (MIFOS-5663) | |
| Verify 'Unable to import clients via Client Data Import when extended Family Details are enabled' (MIFOS-5706) | |
| Verify 'Customer meeting schedule is not generated for Clients created via Client Data Import' (MIFOS-5705) | |
| Verify if it is possible to set customer activation date during Client data import (MIFOS-5755) |
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