Client Loan Accounts

This page contains Sanity Testing Checklist for Client Loans accounts Loans. In Loan account tables Result column has been splited on to four colums which represents Interest rate type.

FL - flat

DB - Declining Balance

EPI - Declinincg Balance - Equal Principal Installment

IR - Declining Balance - Interest Recalculation

Client Loan Account (weekly)	FL	FL	DB	EPI	IR
Iteration	Head master archive CI mifos 8085 without GLIM MICHAL	Tworzyć wszystko analogicznie do tej kolumny Po dodaniu swojej wersji wg schematu usunąć tą
Check 'Open new Loan Account' link on side bar 'Quick Start' on 'Home' page
Check 'Create Loan Account' link on 'Clients & Accounts Tasks' sidebar on 'Clients & Accounts' page
Verify that 'Loan' link on client information page works properly
Verify that links 'View additional information', 'View status history', 'View change log', 'View transaction history', 'Add a note', 'See all notes' and 'Attach a question group' works properly
Check if link 'Edit account information' link work properly
Verify that it is possible to edit account information on account created in the past (database with historical data)
Check if 'Edit account status' link work properly
Verify that it is possible to approve Loan in the past when LSIM is off
Verify that it is possible to approve Loan in the past when LSIM is on	I was checking on serverwithout LSIM
Verify that 'Apply charges' link on 'Account information' page works properly
Verify that 'Apply charges' button on 'View repayment schedule' works properly
Verify that it is possible to remove recurring account fees/penalties without any problem
Verify that 'Apply charges' button on 'View all account activity' works properly
Verify that it is impossible to remove One time account fees when account status is Application Approved
Verify that it is impossible to remove One time account penalties when account status is Application Approved
Check if 'Edit transaction' button works properly on 'Review transaction' page after Appling Payment	couldn't check on server
Verify that 'Apply Payment' and 'Apply Adjustment' links on 'View installment details' works properly
Verify that 'Apply Payment' and 'Apply Adjustment' links on 'View all account activity' works properly
Verify that 'Apply Payment' and 'Apply Adjustment' links on 'View repayment schedule' works properly
Verify that 'View original schedule' link on 'View repayment schedule' works properly
Check if 'Disburse Loan' link work properly (Disburse Loan)
Verify that it is possible to disburse loan with past date when LSIM is off
Verify that it is possible to disburse loan with past date when LSIM is on MIFOS-5691	I was checking on serverwithout LSIM	-	-	-	-
Verify that 'Apply payments', 'Apply charges' and 'Repay loan' links work properly on 'account details' page
Verify that there is no negative principal on loan accounts with small amount (e.g. 10)
Verify DBIR account - calculations after adding fees (MIFOS-5629)
Verify DBIR (MIFOS-5789)

Client Loan account (monthly)	FL	DB	EPI	IR	FL	Comments
	head-master-archive #1483 Lech R				head-j-release-archive-35 Natalia
Check 'Open new Loan Account' link on sidebar 'Quick Start' on 'Home' page
Check 'Create Loan Account' link on 'Clients & Accounts Tasks' sidebar on 'Clients & Accounts' page
Verify that 'Loan' link on client information page works properly
Check if links to Loans on Clients information page work properly
Check if 'Edit account information' link work properly
Verify that it is possible to edit account information on account created in the past (database with historical data)
Verify that link 'Edit account status' work properly
Verify that it is possible to approve Loan in the past when LSIM is off
Verify that it is possible to approve Loan in the past when LSIM is on
Verify that links 'View additional information', 'View status history', 'View change log', 'View transaction history', 'Add a note', 'See all notes' and 'Attach a question group' works properly
Verify that 'Apply charges' link on 'Account information' page works properly
Verify that 'Apply charges' button on 'View repayment schedule' works properly
Verify that it is possible to remove account penalties/fees without any problem
Verify that 'Apply charges' button on 'View all account activity' works properly
Verify that it is impossible to remove One time account fees when account status is Application Approved
Verify that it is impossible to remove One time account penalties when account status is Application Approved
Check if 'Edit transaction' button works properly on 'Review transaction' page
Verify that 'Apply Payment' and 'Apply Adjustment' links on 'View installment details' works properly
Verify that 'Apply Payment' and 'Apply Adjustment' links on 'View all account activity' works properly
Verify that 'Apply Payment' and 'Apply Adjustment' links on 'View repayment schedule' works properly
Verify that 'View original schedule' link on 'View repayment schedule' works properly
Check if 'Disburse Loan' link work properly (Disburse Loan)
Verify that it is possible to disburse loan with past date when LSIM is off						Error: "Date of transaction is invalid. It can not be prior to last meeting date of the customer."
Verify that it is possible to disburse loan with past date when LSIM is on MIFOS-5691						Error: "Date of transaction is invalid. It can not be prior to last meeting date of the customer."
Verify that 'Apply payments', 'Apply charges' and 'Repay loan' links work properly on account details page
Verify that there is no negative principal on loan accounts with small amount (e.g. 10)
Verify DBIR account - calculations after adding fees (MIFOS-5629)	-	-	-	-
Verify DBIR (MIFOS-5789)

Client loans Daily	Head master archive CI mifos 8085 without GLIM MICHAL				version
	F	IR	EPI	DB	F	IR	EPI	DB
Create center, group, clients with daily schedule meeting
Create daily loan, disburse, check if everything is working properly