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- copy over the simple 'dimensions' such as products, currencies, offices, personnels correctly
- handle being run against an initialised mifos database
- handle simple hierarchy (loan officer, center, group, client, loan/savings account) creation.
Involves handling new entries and catering for status changes when making groups, clients and accounts active. - handle when a client without a group membership is created and has its status changed and has a loan and a savings account.
- handle when a group without center hierarchy is created and has its status changed and has a client with a loan and a savings account and has its own savings and loan account as well.
- handle when a center has a savings account.
- handle moving a client from one group to another in the same center.
- handle moving a client from one group to another in the same branch
- handle moving a client from one group to another in a different branch
- handle removing group membership from a client.
- handle moving client with no group membership to another branch.
- handle a client with no group membership becoming a group member.
- handle a Loan Officer change for a client with no group membership.
- handle a Loan Officer change for a group with no hierarchy.
- handle moving group with no hierarchy from one branch to anotherhandle removing group membership from a client.
- handle center change for a group to center in same branch
- handle center change for a group to center in different branch
- handle adding a group hierarchy back to a center
- should handle a Loan Officer change for a center
- All savings transactions should link to the latest savings account entry that is 'open' (active or inactive but not closed) for the date matching the transaction action_date.
- All repayment transactions should link to the latest loan account entry that is 'active' (good or bad standing)for the date matching the transaction action_datedate
- All write off transactions should link to the loan account entry having a loan writeoff status.
Write-off account_action_id is 15 - 'AccountAction-LoanWrittenOff' - All disbursal transactions should link to the latest loan account entry that is pre-active - 'AccountState-ApplicationApproved'standing or 'AccountState-DisbursedToLo
(which is probably not used and deprecated) for the date matching the transaction action_date - All repayment transactions should link to the latest loan account entry that is 'active' (good or bad standing)for the date matching the transaction action_date
Basic Copy Data and Status Tests
Requirement | Test | Result |
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Copy over the simple 'dimensions' such as products, currencies, offices, personnels correctly | Setup up an office hierarchy, some loan and savings products, some system users (loan officer and non loan officers) and run ETL | Pass. |
Handle being run against an initialised mifos database | run ETL against an initialised mifos 1.6.1 database | Pass |
Handle simple hierarchy (loan officer, center, group, client, loan/savings account) creation. | Setup a center hierarchy down to clients having loan and savings accounts | Pass. All new customers and accounts are added to the datawarehouse as expected |
Handle when a client without a group membership is created and has its status changed and has a loan and a savings account. | Client: BO 1 / client w/o group mem xxx 0003-000000028 | Pass. New client and accounts are added to the datawarehouse as expected |
Handle when a group without center hierarchy is created and has its status changed and has a client with a loan and a savings account and has its own savings and loan account as well. | Group: group w/o center hierarchy 0004-000000029 | Pass. New group, client and all accounts are added to the datawarehouse as expected |
Handle when a center has a savings account. | Center: center with savings a/c 0004-000000031 | Pass. Center and savings account added as expected. |
Customer Hierarchy Change Tests
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Transaction Tests
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