Imports and Exports Sanity Testing
- Michał Spica (Unlicensed)
- Lech Rozanski (Unlicensed)
This page contains Sanity Testing Checklist for Manage Imports and Exports section.
Import transactions | head-master- archive #1483 Michał S | head- Lech R | Comments |
|---|---|---|---|
Check 'Import transactions' link on Admin page |  | | Â |
Verify layout on 'Import transactions' page | | | Â |
Check if 'Import format' dropdown contains only installed plugins (Audi Bank, MPESA) | | | Â |
Select Audi Bank plugin and click on Browse button. Verify that file selection window appears. | | | Â |
Select inappropriate format file e.g. .pdf and click on Review button. Verify that validation message appears. | | | Â |
Select proper .xls file and click on Review button. | | | Â |
Page expired error appears during xls file import | | | Â |
| Check how many time takes to import transactions |
| | Â |
Verify that the following message appears: "No payment type found named 'Bank Audi sal'." | | | Â |
Go to 'Define lookup options' page and add 'Bank Audi sal' payment mode. | | | Â |
Go back to 'Import transactions' page and select again proper .xls file and click on Review button. | | | Â |
Verify that the following message still appears: "No payment type found named 'Bank Audi sal'." because payment mode hasn't been defined on 'Define accepted payment types' page. | | | Â |
Go to 'Define accepted payment types' page and add 'Bank Audi sal' payment mode for repayments. | | | Â |
Go back to 'Import transactions' page and select again proper .xls file and click on Review button. | | | Â |
Verify that file is properly analyzed and errors are listed and displayed in red. | | | Â |
Click on 'Edit:Import information' button and select different file. Click on 'Review' button and verify that file is properly analyzed, errors are listed and displayed in red and that values are different from those in first analyzed file. | | | Â |
If there are valid rows, submit upload and check if payments are properly applied to appropriate accounts. | | | Â |
Go back to 'Import transactions' page and select MPESA plugin and click on Browse button. Verify that file selection window appears. | | | Â |
Select inappropriate format file e.g. .pdf and click on Review button. Verify that validation message appears. | | | Â |
Select proper .xls file and click on Review button. | | | Â |
Verify that the following message appears: "Payment type MPESA not found. Have you configured this payment type?." | | | Â |
Go to 'Define lookup options' page and add 'MPESA' payment mode. | | | Â |
Go back to 'Import transactions' page and select again proper .xls file and click on Review button. | | | Â |
Verify that the following message still appears: "Payment type MPESA not found. Have you configured this payment type?." because payment mode hasn't been defined on 'Define accepted payment types' page. | | | Â |
| Go to 'Define accepted payment types' page and add 'MPESA' payment mode for repayments and disbursements. | | | Â |
| Go back to 'Import transactions' page and select again proper .xls file and click on Review button. | | | Â |
| Verify that file is properly analyzed and errors are listed and displayed in red. | | | Â |
| Click on 'Edit:Import information' button and select different file. Click on 'Review' button and verify that file is properly analyzed, errors are listed and displayed in red and that values are different from those in first analyzed file. | | | Â |
| If there are valid rows, submit upload and check if payments are properly applied to appropriate accounts and that appropriate accounts are disbursed. | | | Â |
If imported transactions were adjusted/modified manually on the account then it should't be possible to undo those transactions via Undo imported files functionality | | | Â |
| Verify 'Add the possibility to import new Loans data' (MIFOS-5661) | Â | | Â |
| Verify 'Add the possibility to import new Savings data' (MIFOS-5663) | | | Does not stop at the first empty row, the last error is: Error in row 65536, Column 2: Customer global id cannot be null or empty |
| Verify 'Unable to import clients via Client Data Import when extended Family Details are enabled' (MIFOS-5706) | Â | | if adding client to a group, meeting options cannot be specified ("Meeting options are not allowed for a client being added to a group"), but they have to be ("Incomplete meeting data") |
| Verify 'Customer meeting schedule is not generated for Clients created via Client Data Import' (MIFOS-5705) | Â | | Â |
| Verify if it is possible to set customer activation date during Client data import (MIFOS-5755) | | | Â |
View Accounting Exports | head-master- archive #1483 Michał S | head- Lech R | Comments | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Check 'View accounting exports' link on Admin page. | | | Â | |||||||||
| Check layout on 'View accounting exports' page. | | | Â | |||||||||
| Verify how fast page is loading. (MIFOS-5806) | | | page loads reasonably quickly, but generating a report takes a few minutes with a large database | |||||||||
| Verify that 10 days are listed in the table (if there are less than 10 days with transactions then only those days should be listed) | | | Â | |||||||||
| Check that only days on which transaction took place are listed in the table. | | | Â | |||||||||
| Click on 'Generate Export and View Details' link and verify that Mifos Accounting Export page is properly displayed. | | | Â | |||||||||
| Verify that 'Download Tally XML format' link and 'Print' link are displayed and work properly. | | | Â | |||||||||
| Check if amount for GLIM account is not doubled (if there are 2 clients in GLIM) MIFOS-5638 | Â | | Â | |||||||||
| Check (on database which exists more than 1000 days) if results are displayed properly on 'View accounting exports' page MIFOS-5687 |  | |  | |||||||||
| Download XML file and check if Voucher Date is not set to always the same date | Â | | Â | |||||||||
| Check if after migration from Mifos 2.1.x all transactions are listed in XML file in current Mifos release | Â | | Â | |||||||||
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