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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 another.
- 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.
MIFOS-3872 3872 - Data Warehouse - mifos doesnt currently audit group transfer to another branch.
MIFOS-3873 - Data Warehouse - mifos doesnt currently audit status change for group transfer (within a center hierarchy) to another branch
Basic Copy Data and Status Tests
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Requirement | Test | Result |
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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. |
Handle moving client with no group membership to another branch. | Client: client w/o gr memb xfer to branch xxx 0003-000000045 | Pass. Client and savings account show application of 'Loan Officer Assigned', 'Branch membership' |
Handle a client with no group membership becoming a group member. | Client: client add back to group hierarchy after xxx 0003-000000051 | 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 | Pass. Client and Savings entries as expected. As LO change was done on same day as client and |
Handle a Loan Officer change for a group with no hierarchy. | Group: group w/o center hier LO change 0003-000000042 | Pass. Group, client and account entries as expected. As LO change was done on same day as |
Handle moving group with no hierarchy from one branch to another. | Group: group w/o center hier xfer branch 0003-000000046 | Fail. Mifos audit bug - should audit like moving a client to another branch but doesnt. |
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Requirement
The ETL should handle moving group with no hierarchy from one branch to another
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3872 | |
Handle center change for a group to center in same branch | Group: group for change to center in same branch 0003-000000056 |
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000100000000100 | Pass. |
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Handle center change for a group to center in different branch | Group: group for change to center in diff branch 0003-000000057 |
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Pass |
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(enough). However, there is a minor mifos audit BUG where the changing of status to on-hold is not audited. | ||
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Requirement - to do
The ETL should handle adding a group hierarchy back to a center
This looks to be covered. do one more test on diff days.
Test
Group: group going back to a center hier 0003-000000052
Savings: group savings product # 000100000000095
fail. it thinks it was part of the hierarchy all the time...
Centers
Requirement
The ETL should handle a Loan Officer change for a center
Test
Center: center with a LO change 0003-000000032
Center Savings: center savings # 000100000000067
Group: group for center LO change 0003-000000033
Group Savings: group savings product # 000100000000064
Client: client for center LO change xxx 0003-000000034
Client Loan: loan prod 1 # 000100000000066
Result
Pass. center, group & client customer entries good and associated accounts good.
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