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- All steps of the workflow, the headings should remain the same througout throughout the workflow. Noticed currently that the first step is called Select customer, but then changes to Select Client/Group when user is in the 2nd step. Use the headings below for the real headings of the workflow.
- Localization - update all strings to follow L10n guidelines - see here ->
- Sentences should always have a period at the end
- Watch Capitalization
- Remove unused strings - tech debt
- Currently if you created another loan previously, and then you enter this pipeline again, it pre-populates w/ the previous values - we should not be doing this
- http://mifosforge.jira.com/wiki/display/MIFOS/FreeMarker+Developer+Testing+Checklist must also be verified
First Step: Select
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Customer
- Workflow step changes to Select Client/Group instead of Select Customer. Leave as Select Customer.
- 2 links to still reach this step from: "Open new loan account" from home page left bar, and "Create loan account" from Clients & Accounts page's left bar.
- Text at the top changes to the following (keep same fonts) -
Create Loan Account - Select Client or Group Customer
Enter a client Client or group Group name and click Search. Click Cancel to return to Clients & Accounts without submitting information.
- Name box remains the same, with same width, same allowable characters, and same # of characters
- If user clicks Search with nothing entered into the Name box, same error message is displayed - Please specify Name to be searched.
- Search and Cancel buttons remain the same - colors, etc
- If user clicks Cancel, user is returned to Clients & Accounts page - even if they enter workflow from Homepage
- When Search term is entered, only active clients and groups are returned. Search only searches client and group names. If the client and/or group is in any other state (pending approval, on hold, closed, ...) then it is not returned
- If the search term matches multiple results (both clients and groups), all results are returned
- Results are sorted the same as they are now?
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