Group Loans

This page contains Sanity Testing Checklist for Group 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 - Declining Balance - Equal Principal Installment

IR - Declining Balance - Interest Recalculation

Group Loan Account (weekly)	FL	comments
iteration	head-master-archive #1487 Łukasz
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 group information page works properly
Check if validation message appears when there are less than two Active Clients assigned to group
Check if links to Loans on Group information page work properly
Verify that link 'Edit account status' works 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
Check if link 'Edit account information' works properly
Verify that it is possible to edit account information on account created in the past (database with historical data)
Verify that 'Apply charges' link on 'Account information' page works properly		Link works fine, but there is a problem with charge applied to GLIM loan and later waived in individual loan account. - waive isn't reflected in GLIM loan Repayment Schedule (charge is still present).
Verify that 'Apply charges' button on 'View repayment schedule' works properly
Verify that it is possible to remove recurring penalties/fees without any problem
Verify that 'Apply charges' button on 'View all account activity' works properly
Check if 'Edit transaction' button works properly on 'Review transaction' page
Verify that 'Apply Payment' and 'Apply Adjustment'(MIFOS-5857) links on 'View repayment schedule' works properly
Apply payment to Group with GLIM enabled on database with accounts created and disbursed in the past MIFOS-5674
Verify that 'View original schedule' link on 'View repayment schedule' works properly
Verify that 'Apply Principal Pre-payment' link on account details page work properly for DB, EPI		Link works properly, but Principal pre-payment funcationality doesn't work on GLIM accounts (after applying interest may become negative, pre-payment isn't reflected in individual accounts).
Check if 'Edit account status' link on account details page work 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
Verify that 'Apply payments', 'Apply charges' and 'Repay loan' links work properly on account details page
Create and disburse GLIM loan account and check in database if individual loans have the same state_id as group loan (MIFOS-5716)
Verify that there is no negative principal on GLIM accounts (MIFOS-5838)
Verify 'Problem with adjusting very small payment on GLIM account' (MIFOS-5742)
Verify 'Nbr of Installments and Disbursement Date for clients inside a group aren't Updated if changed before Approval of Loan' (MIFOS-5763)
Verify 'Group schedule has different dates than individual schedules after upgrading from Mifos 2.2 to 2.4.1' (MIFOS-5733)
Verify 'Impossible to repay GLIM Loan account' (MIFOS-5721)
Verify 'Individual Group Client's State is not being updated accordingly with the Parent Group State' (MIFOS-5716)
Verify if 'Repayment day' is disabled MIFOS-5703
Verify DBIR account - calculations after adding fees (MIFOS-5629)
Verify DBIR (MIFOS-5789)
Additional comments:		In GLIM loan->View installment details - Principal is always 0. While creating new GLIM loan Default loan product amount isn't entered by default. While creating new GLIM loan Disbursal date doesn't have an required marker asterix. After loan has been repaid, it's not possible to write a Note during Apply adjustment. On GLIM Loan -> Apply payment -> type empty text in Group loan amount -> click somewhere on page -> StackTrace appears.

Group Loan account (monthly)	FL	Comments
	head-master-archive #1487 Łukasz
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
Check if validation message appears when there are less than two Active Clients assigned to group
Verify that 'Loan' link on group information page works properly
Check if links to Loans on Group information page work properly
Verify that link 'Edit account status' works 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
Check if link 'Edit account information' works properly
Verify that it is possible to edit account information on account created in the past (database with historical data)
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 periodic penalties/fees without any problem
Verify that 'Apply charges' button on 'View all account activity' works properly
Check if 'Edit transaction' button works properly on 'Review transaction' page
Verify that 'Apply Payment' and 'Apply Adjustment'(MIFOS-5857) links on 'View installment details' works properly
Verify that 'Apply Payment' and 'Apply Adjustment'(MIFOS-5857) links on 'View all account activity' works properly
Verify that 'Apply Payment' and 'Apply Adjustment'(MIFOS-5857) links on 'View repayment schedule' works properly
Apply payment to Group with GLIM enabled on database with accounts created and disbursed in the past MIFOS-5674
Verify that 'View original schedule' link on 'View repayment schedule' works properly
Check if 'Edit account status' link on account details page work 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
Verify that 'Apply payments', 'Apply charges' and 'Repay loan' links work properly on account details page
Verify that 'Apply Principal Pre-payment' link on account details page works properly for DB, EPI		See Group loan account (weekly) table.
Create and disburse GLIM loan account and check in database if individual loans have the same state_id as group loan (MIFOS-5716)
Verify that there is no negative principal on GLIM accounts (MIFOS-5838)
Verify 'Problem with adjusting very small payment on GLIM account' (MIFOS-5742)
Verify 'Nbr of Installments and Disbursement Date for clients inside a group aren't Updated if changed before Approval of Loan' (MIFOS-5763)
Verify 'Group schedule has different dates than individual schedules after upgrading from Mifos 2.2 to 2.4.1' (MIFOS-5733)
Verify 'Individual Group Client's State is not being updated accordingly with the Parent Group State' (MIFOS-5716)
Verify DBIR account - calculations after adding fees (MIFOS-5629)
Verify DBIR (MIFOS-5789)

Group Loan daily	version				comment
	F	DB	EPI	IR
Create center, group, clients with daily schedule meeting
Create daily loan, disburse, check if everything is working properly					Daily loan can not be created when LSIM is enabled.