Page Comparison

3.1

P1

M-PESA is an Excel format (97)

  Remember there was something wrong with format

3.2

P1

M-PESA import file first few lines contain description of file.  These are to be ignored.  Only data after row of column headings will be imported in the Transactions section.

3.3

P1

Import file will have columns in below table 

3.4

P1

There will be bare basic error checking - to successfully import the data.

3.5

P1

If a row contains a cell that's missing a required field, Mifos displays an error message for each row this occurs.
Row <#> is missing data.
where the row # is the original row # of the import file.

3.6

P1

Dates are in the format YYYY-MM-DD HH:MM:ss.  If any value under Date column does not start in format of YYYY-MM-DD, then Mifos displays an error message for each row this occurs.
  Date in Row <#> does not begin with expected format (YYYY-MM-DD).
where the row # is the original row # of the import file.

3.8

P1

If first value under the Transaction Party Details column does not contain an client Government ID that matches any client in Mifos and/or the next values do not correspond to a Loan Product or Savings Product in Mifos or does not match any open loan account or savings account where a payment/deposit can be applied to the client, or if the default order set in configuration cannot be applied in any way, Mifos throws an error message

Client ID could not be found from Transaction Party Details or accounts could be applied to transaction in Row <#>


where the row # is the original row # of the import file.

See Changes for details

3.81

P1

Check that Status column says "Completed".  If it has any other status, Mifos throws the following error message:
Status in Row <#> is <status> instead of Completed.
where <#> is the row # of import file, and <status> is the status found in the Status column.

3.9

P1

Check if the same file name has been imported.  If so, then throw an error message and reject the whole import.

Same file name has been imported.  Please import a different file.

3.10

P1

After clicking on Continue, Mifos will display the Review & Submit screen with the following:
Review the information below.  Click Submit if you want to continue with import or click Edit to make changes. Click Cancel to return to Admin page without submitting information.

Import information

Import file name: <name of file>
Import Status: <#> rows contained no errors and will be imported.

where <#> is the number of valid rows being imported. 
See mockup.

3.11

P1

User can then either

1. Click on Edit import information to go back to previous screen and upload new file.
2. Continue with import and Submit.
3. Cancel out of the workflow (returning to Admin screen).

3.12

P1

If User clicks on Submit, Mifos imports the file and displays confirmation screen

3.13

P1

There is no option to revert a file upload once it has been submitted.

3.14

P1

There is no checking of duplicate rows (see 3.9)

3.15

P1

Currency of values imported is directly inherited from the loan product that the loan account is mapped to.

3.16

P1

If there are no rows found with import data, the following error message should be thrown:

No rows found with import data.

5.1

P1 

Add new field for Mobile Number for clients.

5.2

P1

This field will appear under Address section under Phone Number

5.3

P1

OR: Use existing Phone Number field?

When client now saves phone number in field, we will strip out all non-numeric characters and save.

5.4

P1

Add ability to search by Phone Number field in Mifos - it will only look for exact matches with what's stored in Mifos.