...
FR# | Pri | Description | Comments / Mockups |
---|---|---|---|
1.1 | P1 | M-PESA is an Excel format (97) | |
1.2 | 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. |
|
1.3 | P1 | Import file will have columns in below table |
|
1.4 | P1 | There will be error checking - to successfully import the data. |
|
1.5 | P1 | If a row contains a cell that's missing a required field, Mifos displays an error message for each row this occurs. Only check the rows where Status is Completed. |
|
1.6 |
| When importing, must check to see if Receipt ID already exists in any transaction in Mifos - if YES, then ignore the row and |
|
1.7 | 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. |
|
1.8 | P1 | Other Party Info must be imported. Take first 10 digits as phone number, and compare with Client's Phone Number fields in Mifos. If there is not a match, then ignore the row and |
|
1.9 | P1 | Changes to Transaction Party Details - no more taking of National ID - remove this functionality. Compare first code listed (before first space) with any loan or savings product in Mifos. If the code exists, import that whole transaction amount to the account associated with that code. Otherwise, ignore what's in the field. |
|
1.10 | See FR 4.9 for additional error message to check for. | ||
1.11 | P1 | Check that Status column says "Completed". If it has any other status, Mifos throws the following message: |
|
1.12 | P1 | Check if the same file name has been imported. If so, then throw an error message and reject the whole import. |
|
1.13 | P1 | After clicking on Continue, Mifos will display the Review & Submit screen with the following: | See below FR#7 for additional changes |
1.14 | P1 | User can then either
|
|
1.15 | P1 | If User clicks on Submit, Mifos imports the file and displays confirmation screen |
|
1.16 | P1 | There is no option to revert a file upload once it has been submitted. |
|
1.17 | P1 | Currency of values imported is directly inherited from the loan product that the loan account is mapped to. |
|
1.18 | P1 | If there are no rows found with import data, the following error message should be thrown: |
|
...
FR# | Pri | Description | Comments / Mockups |
---|---|---|---|
6.1 | P1 | Improve Search to take in whole name when searching for Client, Group, or Center Name |
|
6.2 | P1 | Add ability to search by Phone Number field in Mifos - it will only look for exact matches with what's stored in Mifos. |
|
Error Log
FR# | Pri | Description | Comments / Mockups |
---|---|---|---|
7.1 | P1 | In addition to displaying status of import and error messages on the page, add a link "Save Error Log" where all messages on that page are written to a text file that can be saved by the user. |
|
7.2 | P1 |
|
|
Reports
Mobile Money Collection Sheet, Reconciliation Report - need mockups!!