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FR# | Pri | Description | Comments / Mockups |
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1.1 | P1 | M-PESA is an Excel format (97) | Check if CSV (XML) will work |
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. |
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1.3 | P1 | Import file will have columns in below table |
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1.4 | P1 | First check if row should be ignored or accepted. |
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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 that are not ignored. |
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1.6 | P1 | When importing, must check to see if Receipt ID already exists in any transaction in Mifos - if YES, then ignore the row and |
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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. |
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1.8 | P1 | Compare Other Party Info - 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 |
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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. |
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1.10 | P1 | See FR 4.9 for additional errors to check for. | |
1.11 | P1 | Check that Status column says "Completed". If it has any other status, Mifos throws the following message: | This req is removed |
1.12 | P1 | Check if the same file name has been imported. If so, then throw an error message and reject the whole import. |
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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
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1.15 | P1 | If User clicks on Submit, Mifos imports the file and displays confirmation screen |
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1.16 | P1 | There is no option to revert a file upload once it has been submitted. |
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1.17 | P1 | Currency of values imported is directly inherited from the loan product that the loan account is mapped to. |
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1.18 | P1 | If there are no rows found with import data, the following error message should be thrown: |
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