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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_date
- 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
Issues Outstanding
MIFOS-3871 3871 - Data Warehouse doesnt handle removing group membership from a client.
http://mifosforge.jira.com/browse/MIFOS-3871
Basic Copy Data and Status Tests
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Requirement | Test | Result |
|---|---|---|
Handle moving a client from one group to another in the same center. | Group: group dw1 1 - 0003-000000002 | Pass. Client entry added to reflect new group. and savings entry added to link to new client entry. |
Handle moving a client from one group to another in the same branch | Group: group dw1 1 - 0003-000000002 | Pass. Client entry added to reflect new group. and loan entry added to link to new client entry. |
Handle moving a client from one group to another in a different branch | Group: group dw1 1 - 0003-000000002 | Pass. Client entry added to reflect new group. and savings entry added to link to new client entry. |
Handle removing group membership from a client. | client: client remove group membership xxx 0003-000000050 | Fail. The data is ETL's but the outcome looks as if the client had not group membership from the start. |
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Requirement - to do
The ETL should handle removing group membership from a client.
Test
client: client remove group membership xxx 0003-000000050
loan: loan prod 1 # 000100000000091
moved to 'sturty' loan officer
&
remove group membership xxx 0003-000000054
Test
Fail. Hard to pick up a client that was a group member and then has membership removed because it looks like a client that was w/o group membership from the start. Would be same from group except you can't remove a group from center membership???
Result
Fail. client and loan not versioned. Current value (no group) given to all. need to pick up on. all one change log.
field_name old_value new_value
'groupFlag' 1 0
'Group Name' the group name -
Requirement
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