Group Loans

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

iteration

head-master-archive #1487

Łukasz

 

Group Loan Account (weekly)

FL

DB

EPI

IR

comments

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.

 

 

head-master-archive #1487

Łukasz

 

Group Loan account (monthly)

FL

DB

EPI

IR

Comments

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