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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 clientanother.
  • 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.

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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
client: xfer to gr in center xxx - 0003-000000017
Savings account: savings product 1 # 000100000000036 
transfer to:  group dw1 2

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
client: xfer to gr in same branch xxx - 0003-000000023
loan prod 2 # 000100000000044
transfer to: BO 1 / center 2 / group 1 for center 2

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
client: xfer to gr in different branch xxx - 0003-000000024
savings product 1 # 000100000000046 
transfer to: br2 / br2 center 1 / br2 group 1

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
loan: loan prod 1 # 000100000000091 
moved to 'sturty' loan officer

Fail.  The data is ETL's but the outcome looks as if the client had not group membership from the start.  
Problem is a difficulty in picking up a new 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.
MIFOS-3871  3871  

Handle moving client with no group membership to another branch.

Client: client w/o gr memb xfer to branch xxx 0003-000000045
Client Savings: savings product 1 # 000100000000082

Pass.  Client and savings account show application of 'Loan Officer Assigned', 'Branch membership'
and 'Status' changes associated with a branch membership change. (in mifos Loan Officer is nulled out
and client status is changed to 'on hold')

Handle a client with no group membership becoming a group member.

Client: client add back to group hierarchy after xxx 0003-000000051
Savings: savings product 1 # 000100000000093

Pass.

Handle a Loan Officer change for a client with no group membership.

Client: client w/o grp memb hier LO change xxx 0003-000000044
Client Savings: savings product 2 # 000100000000080 
changed 'smith' to 'xxx'

Pass. Client and Savings entries as expected.  As LO change was done on same day as client and
savings creation...  the LO change is treated as if it happened before the client active status and
before the savings account was created (because changes on the same day are appled in order of
new, hierarchy then status changes and centers are processed before groups before clients
before accounts)

Handle a Loan Officer change for a group with no hierarchy.

Group: group w/o center hier LO change 0003-000000042 
Group Savings: group savings product # 000100000000076
Client: client for group w/o center hier LO change xxx 0003-000000043
Client Loan: loan prod 1 # 000100000000078 
changed 'smith' to 'xxx'

Pass. Group, client and account entries as expected.  As LO change was done on same day as
group, client and account creation... the LO change is treated as if it happened before the group
active status and before the client and accounts were created (because changes on the same
day are appled in order of new, hierarchy then status changes and centers are processed before
groups before clients before accounts)

 

 

 

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