Page Comparison

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.

1.3

P1

Import file will have columns in below table 

1.4

P1

First check if row should be ignored or accepted.

If Status is not Completed, and Transaction Type is not Pay Utility, then IGNORE the row.  This row will contribute to # of rows ignored.

Else, accept the row, and continue doing error checks.

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.

Row <#> error - <Receipt ID> - missing required data.

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

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

Mifos throws an error message

Row <#> error - <Receipt ID> - Transactions with same Receipt ID have already been imported.

where the row # is the original row # of the import file and <receipt ID> is the receipt ID that was found.

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.

Row <#> error - <Receipt ID> - Date does not begin with expected format (YYYY-MM-DD).

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

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
Mifos throws an error message

Row <#> error - <Receipt ID> - Client with mobile number <mobile number> was not found.

where the row # is the original row # of the import file and <mobile number> is the phone number.

If there are too many matches, then Mifos throws this error message.

Row <#> error - <Receipt ID> - More than 1 client with mobile number <mobile number> was found.

If there is a match, use this as identifier for transaction.
 

Updated 10/4

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

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:

Row <#> ignored - <Receipt ID> - Status of <status> instead of Completed.

where <#> is the row # of import file, and <status> is the status found in the Status column.

According to 1.5, you will IGNORE, NOT ERROR if status is not COMPLETE, which is the right way. ERROR needs to be resolved by the user. IGNORE will just be ignored.  Marie, does that mean you don't want to even see this message that the row has been ignored?

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.

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

1.13

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:

<# read> rows were read
       <# imported> rows contained no errors and will be imported
       <# ignored> rows will be ignored  (see FR 1.4 for calculation)
       <# error> rows contained errors and were not imported

Total amount of transactions imported: <total # imported>
Total amount of transactions with error: <total # error>

List all rows with error messages in red

See below FR#7 for additional changes

1.14

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).

1.15

P1

If User clicks on Submit, Mifos imports the file and displays confirmation screen
Will the information screen the same as 1.13, which will allow the user to save the save the information on file to process errors later?  No it does not

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:

No rows found with import data.

5.1

P1

Phone number is now compared with Phone Number field for a Client.

5.2

P1

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

5.3

P1

Update all existing phone numbers that are saved to strip out all non-numeric characters. 

5.4

P1

This This field must now be unique.  It continues to be editable.  
Phone Number does not have to be unique.