This page contains Sanity Testing Checklist for Customers (Centers/Groups/Clients).
Centers | head-master-archive 1217 Kasia P | head-j-release-archive-35 Natalia | head-j-release-archive-33 Kasia P | head-j-release-archive | head-i-release | Interation | mifos 2.6.2 | Mifos 2.6.3 | Comments |
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Check “Create new Center” link on Home page |
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Check “Create new Center” link on Clients&Accounts page |
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Check if all available branches are displayed on “Choose Branch Office” page |
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Check validation messages on “Enter Center information” page |
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Check if all available Loan Officers in selected branch are displayed in 'Loan officer assigned' dropdown |
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Check if all meetings options are available on 'Meeting schedule for Center' page | MIFOS-5899 |
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Check if Question Group is displayed after clicking 'Continue' on “Enter Center information” page |
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Verify if all entered data are displayed on 'Review & submit' page |
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Click 'Submit' and verify that 'You have successfully created a new Center.' page is displayed |
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Click on 'View Center details now' link and check if Center details page is loaded properly. |
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Check layout on Center details page and meeting information is in red |
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Check all links on Center details page (Edit Center status, View all closed accounts, Edit Center details, Edit Meeting Schedule, |
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Click on 'Edit Center details' link and change Center name to 'Center 1.25%'. |
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Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Center charges' section. |
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Click on 'Edit Meeting schedule' link. Verify that it is not possible to change the frequency of meetings. |
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Check 'Performance History' section. |
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Click on 'Add Group' link to add Group to Center. |
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Go to View details in 'Center charges' section on center page and try to apply charges and then waive them. | - | - | - | - | - | ||||
Create new Center with weekly meeting schedule for recently created office without any fees. |
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Verify that validation text will be displayed when try to preview without filling mandatory field |
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Check 'Edit Center information' button on 'Review & Submit' page |
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Create new Center with monthly meeting schedule for recently created office without any fees. |
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Create new Center with weekly meeting schedule for recently created office with recently created fees. |
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Create new Center with monthly meeting schedule for recently created office with recently created fees. |
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Check 'View Center details now' link on 'You have successfully created a new Center' page |
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Check 'Create a new Savings account' link on 'You have successfully created a new Center' page |
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Check 'Create a new center' link on 'You have successfully created a new Center' page |
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Groups | head-master-archive 1217 Kasia P | head-j-release-archive-35 Natalia | head-j-release-archive-33 Kasia P | head-j-release-archive | head-i-release | Iteration | Comments | Check “Create new Group” link mifos 2.6.2 | Mifos 2.6.3 | Mifos 2.6.4 | Comments | ||||||||
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Check “Create new Group” link on Home page |
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Check “Create new Group” link on Clients&Accounts page |
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Check “Add Group” link on Center page |
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Check if all available centers are displayed on “Select a Center” page. Only centers should be displayed on the list. |
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Select any available Center. On 'Enter Group information' verify that appropriate Loan Officer is selected in 'Recruited By' field. |
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Trained field is not checked by default. |
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Verify that all Group fees are displayed in 'Administrative set fees' section along with button to remove. |
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Check if Question Group is displayed after clicking 'Continue' on “Enter Group information” page |
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Check 'Edit Group information' button on 'Review & submit' page |
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Verify if all entered data are displayed on 'Review & submit' page |
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Click 'Submit' and verify that 'You have successfully created a new Group.' page is displayed |
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Check if all links are working properly on 'You have successfully created a new Group.' page |
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Click on 'View Group details now' link and check if Group details page is loaded properly. |
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Check layout on Group details page and meeting information (in red) |
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Change Group status to 'Active' |
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Check all links on Group details page (View all closed accounts, Edit Group information, Edit Center membership, |
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Verify that it is not possible to change Center membership (when there are active group Loan/savings accounts, active clients with accounts, closed accounts). | |||||||||||||||||||
Click on 'Edit Group information' link and change Group name to 'Group 1.25%'. |
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Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Group charges' section. |
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Click 'Edit Center membership' link and move group to another Center. |
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Check if validation message appears when trying to move group to center with different meeting frequency |
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Check if group status has been changed to On Hold after transfer to other center |
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Check 'Performance History' section. |
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Click on 'Add Client' link to add Client to Group. |
| Create new Group for recently created Centers without any fees.
| Create new Group for recently created Centers with recently created fees. | Check ' | |||||||||||||||
Go to View | Groupdetails | now' link on 'You have successfully created a new Group' pagein 'Group charges' section on group page and try to apply charges and then waive them. | (1228) | - | - | - | - | - | |||||||||||
Check 'Create a new Group ' link on 'You have successfully created a new Group' pagefor recently created Centers without any fees. | |||||||||||||||||||
Clients | head-j-release-archive-35 Natalia | head-j-release-archive-33 Kasia P | head-j-release-archive | head-i-release | Iteration | Comments | |||||||||||||
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Create new Group for recently created Centers with recently created fees. |
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Check 'View Group details now' link on 'You have successfully created a new Group' page |
| Check "Click here to continue if Group membership is not required for your Client" link on "Create new Client" link |
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Check “Create new Client” link on "Clients & Accounts" page 'Create a new Group' link on 'You have successfully created a new Group' page |
| Trained field is not checked by default. | not displayed | ||||||||||||||||
Check if 'Edit personal information' button on 'Review & submit' page work properly |
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Check if 'Edit MFI related information' button on 'Review & submit' page work properly |
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Verify if all entered data are displayed on "Review & submit" page |
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Check if 'View Client details now' link on 'You have successfully created a new Client' page work properly |
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Check “Add Client” link on Group page | |||||||||||||||||||
Verify 'Client's Group Membership cannot be changed due to the error message 'Group Membership cannot be changed, as Active accounts exist.'' (MIFOS-4272) | - | - | - | - | - | - |
Clients | head-master-archive 1217 Kasia P | head-j-release-archive-35 Natalia | head-j-release-archive-33 Kasia P | head-j-release-archive | head-i-release | Iteration | mifos 2.6.2 | Mifos 2.6.3 | Comments | ||||||||
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Check “Create new Client” link on Home page |
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Check dropdown informations when creating new Client"Click here to continue if Group membership is not required for your Client" link on "Create new Client" link |
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Check if all entered data and checked options after creating new Client are displayed properly“Create new Client” link on "Clients & Accounts" page | Check “Create new Client” and "Create new Group" links on You have successfully created a new Client page | ||||||||||||||||
Trained field is not checked by default. |
| Check all links on Client details page (Edit Client status, Edit personal information, Edit/Remove Group membership, not displayed | |||||||||||||||
Check if 'Edit personal information' button on 'Review & submit' page work properly |
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Check if 'Edit MFI related information' button on 'Review & submit' page work properly |
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| Check if it is possible to edit Date of Birth MIFOS-5685||||||||||||||
Verify if all entered data are displayed on "Review & submit" page | Verify that Client status can not be higher than Group status |
| Verify that each change after edition of personal information has been saved and is displayed
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Check if 'View Client details now' link on 'You have successfully created a new Client' page work properly | Verify that Client can't remove group membership until he/she has open loan account |
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Check “Add Client” link on Group page |
| Verify that Client can Add Group membership when he/she doesn't have open loan account | |||||||||||||||
Check dropdown informations when creating new Client |
| MIFOS-4272 | Verify that changed training date has been updated on client page after edition of MFI information | training is not displayed | Verify that each change made on View additional information page has been saved |
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Check if all entered data and checked options after creating new Client are displayed properly |
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Check if all information about Clients are displayed properly on "Clients & Accounts" “Create new Client” and "Create new Group" links on You have successfully created a new Client page | | Verify that Clients name and ID are links and sends to clients page |
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Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Client charges' section. |
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Create new Clients for recently created Groups without any fees. | Check all links on Client details page (Edit Client status, Edit personal information, Edit/Remove Group membership, |
| Verify that validation text appears when click on 'Continue' button without filling mandatory field |
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Other | head-j-release-archive-33 Kasia P | Comments |
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On home page, enter '%' and verify that all customers are displayed in the search results (use large database with historical data) | ||
Verify that search works correctly during customers and accounts creation (short time of displaying all results on large database) |
Center | Windows | Comments |
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Check "Create new Center" on Home page, Clients&Accounts | ||
Check if all available branches are displayed on “Choose Branch Office” page | ||
Check validation messages on “Enter Center information” page | | |
Check if all available Loan Officers in selected branch are displayed in 'Loan officer assigned' dropdown | ||
Check if all meetings options are available on 'Meeting schedule for Center' page | ||
Verify if all entered data are displayed on 'Review & submit' page | org.hibernate.exception.SQLGrammarException: could not execute query | |
Click 'Submit' and verify that 'You have successfully created a new Center.' page is displayed | ||
Click on 'View Center details now' link and check if Center details page is loaded properly. | ||
Check layout on Center details page and meeting information is in red | ||
Check all links on Center details page (Edit Center status, View all closed accounts, Edit Center details, Edit Meeting Schedule, | ||
Click on 'Edit Center details' link and change Center name to 'Center 1.25%'. | ||
Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Center charges' section. | ||
Click on 'Edit Meeting schedule' link. Verify that it is not possible to change the frequency of meetings. | ||
Check 'Performance History' section. | ||
Click on 'Add Group' link to add Group to Center. | ||
Create new Center with weekly meeting schedule for recently created office without any fees. Assign recently created Loan officer. | ||
Verify that validation text will be displayed when try to preview without filling mandatory field | ||
Create new Center with monthly meeting schedule for recently created office without any fees. Assign recently created Loan officer. | ||
Check 'View Center details now' link on 'You have successfully created a new Center' page | ||
Check 'Create a new Savings account' link on 'You have successfully created a new Center' page | ||
Check 'Create a new center' link on 'You have successfully created a new Center' page |
Groups | Wondows | Comments |
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Check “Create new Group” link on Home page, and Clients&Accounts page | ||
Check “Add Group” link on Center page | ||
Check if all available centers are displayed on “Select a Center” page. Only centers should be displayed on the list. | ||
Select any available Center. On 'Enter Group information' verify that appropriate Loan Officer is selected in 'Recruited By' field. | ||
Trained field is not checked by default. | ||
Verify that all Group fees are displayed in 'Administrative set fees' section along with button to remove. | ||
Check 'Edit Group information' button on 'Review & submit' page | ||
Verify if all entered data are displayed on 'Review & submit' page | ||
Click 'Submit' and verify that 'You have successfully created a new Group.' page is displayed | ||
Check if all links are working properly on 'You have successfully created a new Group.' page | ||
Click on 'View Group details now' link and check if Group details page is loaded properly. | ||
Check layout on Group details page and meeting information (in red) | ||
Check all links on Group details page (View all closed accounts, Edit Group information, Edit Center membership, | ||
Verify that it is not possible to change Center membership (when there are active group Loan/savings accounts, active clients with accounts, closed accounts). | ||
Click on 'Edit Group information' link and change Group name to 'Group 1.25%'. | ||
Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Group charges' section. | ||
Click 'Edit Center membership' link and move group to another Center. | ||
Check if validation message appears when trying to move group to center with different meeting frequency | ||
Check 'Performance History' section. | ||
Click on 'Add Client' link to add Client to Group. | ||
Create new Group for recently created Centers without any fees. | ||
Create new Group for recently created Centers with recently created fees. | ||
Check 'View Group details now' link on 'You have successfully created a new Group' page | ||
Check 'Create a new Group' link on 'You have successfully created a new Group' page |
Clients | Windows | Comments | ||||||||||
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Check “Create new Client” link on Home page and Clients & Accounts" page | ||||||||||||
Check "Click here to continue if Group membership is not required for your Client" link on "Create new Client" link | ||||||||||||
Check if 'Edit personal information' button on 'Review & submit' page work properly | ||||||||||||
Check if 'Edit MFI related information' button on 'Review & submit' page work properly | ||||||||||||
Verify if all entered data are displayed on "Review & submit" page | ||||||||||||
Check if 'View Client details now' link on 'You have successfully created a new Client' page work properly | ||||||||||||
Check “Add Client” link on Group page | ||||||||||||
Check dropdown informations when creating new Client | ||||||||||||
Check if all entered data and checked options after creating new Client are displayed properly | ||||||||||||
Check “Create new Client” and "Create new Group" links on You have successfully created a new Client page | ||||||||||||
Check all links on Client details page (Edit Client status, Edit personal information, Edit/Remove Group membership, | ||||||||||||
Verify that each change after edition of personal information has been saved and is displayed properly | ||||||||||||
Verify that Client can't remove group membership until he/she has open loan account | ||||||||||||
Verify if it is possible to change/remove group membership. MIFOS-5695 (when there are active client Loan/savings accounts, closed accounts). | ||||||||||||
Check if it is possible to edit Date of Birth MIFOS-5685 | ||||||||||||
Verify that Client status can not be higher than Group status |
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Verify that each change after edition of personal information has been saved and is displayed properly |
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Verify that Client can't remove group membership until he/she has open loan account |
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Verify that Client can Add Group membership when he/she doesn't have open loan account |
| MIFOS-4272 | ||||||||||
Verify that changed training date has been updated on client page after edition of MFI information | training is not displayed | |||||||||||
Verify that each change made on View additional information page has been saved |
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Check if all information about Clients are displayed properly on "Clients & Accounts" page |
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Verify that Clients name and ID are links and sends to clients page |
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Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Client charges' section. |
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Go to View details in 'Client charges' section on client page and try to apply charges and then waive them. | (1228) | - | - | - | - | - | ||||||
Create new Clients for recently created Groups without any fees. |
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Verify that validation text appears when click on 'Continue' button without filling mandatory field | Other | Windows
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Other | head-master-release 1217 Kasia P | head-j-release-archive-33 Kasia P | Comments |
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On home page, enter '%' and verify that all customers are displayed in the search results (use large database with historical data) | |||
Verify that search works correctly during customers and accounts creation (short time of displaying all results on large database) | |||
Display metrics on home page MIFOS-5911 | - | ||
Check dashboard on home page (MIFOS-5918 + related tickets) | - |
MIFOS-4272