Windows Sanity Testing

Create new Branch office

Verify all links on page with new created Branch office

Create new Loan Officer with Administrator role for recently created office

Verify all links on page with new created Loan Officer

Create new Center with weekly meeting schedule for recently created office without any fees.
Assign recently created Loan officer.

Create new Center with monthly meeting schedule for recently created office without any fees.
Assign recently created Loan officer.

Create new Center with weekly meeting schedule for recently created office with recently created fees.
Assign recently created Loan officer.

Create new Center with monthly meeting schedule for recently created office with recently created fees.
Assign recently created Loan officer.

Check all links on new created Centers

Create new Group for recently created Centers without any fees.

Create new Group for recently created Centers with recently created fees.

Check all links on new created Groups

Create new Clients for recently created Groups without any fees.

Create new Clients for recently created Groups with fee.

Check all links on new created Client

Check "View Loan products" link on Admin page  

Check 'Define new Loan product' link on 'View Loan products' page

Check 'Edit Loan product information' and 'View change log' links on 'Loan products details' page

Create new Loan products for each Interest rate type applicable for Clients with weekly frequency of installments

Create new Loan products for each Interest rate type applicable for Clients with monthly frequency of installments

Create new Loan products for each Interest rate type applicable for Groups with weekly frequency of installments

Create new Loan products for each Interest rate type applicable for Groups with monthly frequency of installment

Check 'Approve multiple loans' link on Clients & Accounts Tasks bar on Clients & Accounts page

Check 'Create multiple Loan Accounts' link on Clients & Accounts page

Create Loan Account for Client with week frequency

Verify that links 'View additional information', 'View status history', 'View change log',
'View transaction history', 'Add a note', 'See all notes', 'Apply charges', 'Apply payment',
'Attach a question group' works properly

Create Loan Account do Client with month frequency

Verify that links 'View additional information', 'View status history', 'View change log',
'View transaction history', 'Add a note', 'See all notes', 'Apply charges', 'Apply payment',
'Attach a question group' works properly

Create Loan Account for Group with week frequency

Verify that links 'View additional information', 'View status history', 'View change log',
'View transaction history', 'Add a note', 'See all notes', 'Apply charges', 'Apply payment',
'Attach a question group' works properly

Create Loan Account do Group with month frequency

Verify that links 'View additional information', 'View status history', 'View change log',
'View transaction history', 'Add a note', 'See all notes', 'Apply charges', 'Apply payment',
'Attach a question group' works properly

Create new Savings product applicable for Clients

Create new Savings product applicable for Groups

Check 'Create Savings Account' link on 'Clients & Accounts Tasks' sidebar on 'Clients & Accounts' page

Verify created Saving Account

Make a deposit/withdrawal

Check all links on Saving Account page

Create new fee which applies to All customers and is One time

Create new fee which applies to All customers and is Periodic

Create new fee which applies to Loans and is One time and is calculated as %

Create new fee which applies to Loans and is Periodic and is calculated as %

Check all links on pages of new created  fees

Create new fund

Check all links on page of new created fund

Create new checklist for Loans

Check all links on pages of new created  checlist

Define new Holiday which applies to new created office

Check all links on pages of new created holiday

Define new penalty which is calculated as % for Loan Accounts

Check all links on pages of new created penalty

Check 'Define customized text' link on Admin page

Check 'Define Lookup options' link on Admin page

Check 'Define mandatory/hidden fields' link on Admin page

Check 'Month Closing' link on Admin page

Check 'Define new product category' on View product categories page

Check 'View product mix' link on Admin page

Check 'define a new question' link on View Questions page

Check 'define a new question group' link on 'View Question Groups' page

Verify that 'Change Preferred Language', 'Your settings' and 'Log out' are displayed on each MIFOS page

Check 'Change Preffered Language' link on each MIFOS page

Verify that 'Switch site type' work properly on 'Home' and 'Clients & Accounts' pages (check Clients details,
accounts, schedules pages)

Check 'Import transactions' link on Admin page

Check if 'Import format' dropdown contains only installed plugins (Audi Bank, MPESA)

Select inappropriate format file e.g. .pdf and click on Review button. Verify that validation message appears.

Select proper .xls file and click on Review button.

Verify that the following message appears: "No payment type found named 'Bank Audi sal'."

Go to 'Define lookup options' page and add 'Bank Audi sal' payment mode.

Go back to 'Import transactions' page and select again proper .xls file and click on Review button.

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.

Go to 'Define accepted payment types' page and add 'Bank Audi sal' payment mode for repayments.

Go back to 'Import transactions' page and select again proper .xls file and click on Review button.

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.

If there are valid rows, submit upload and check if payments are properly applied to appropriate accounts.

Go back to 'Import transactions' page and select MPESA plugin and click on Browse button. Verify that file selection window appears.

Select inappropriate format file e.g. .pdf and click on Review button. Verify that validation message appears.

Select proper .xls file and click on Review button.

Verify that the following message appears: "Payment type MPESA not found. Have you configured this payment type?."

Go to 'Define lookup options' page and add 'MPESA' payment mode.

Go back to 'Import transactions' page and select again proper .xls file and click on Review button.

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.

Go to 'Define accepted payment types' page and add 'MPESA' payment mode for repayments and disbursements.

Verify that file is properly analyzed and errors are listed and displayed in red.

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.

If there are valid rows, submit upload and check if payments are properly applied to appropriate accounts and that appropriate accounts are disbursed.

Check 'View accounting exports' link on Admin page.

Check layout on 'View accounting exports' page.

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)

Check that only days on which transaction took place are listed in the table.

Click on 'Generate Export and View Details' link and verify that Mifos Accounting Export page is properly displayed.

Verify that 'Download Tally XML format' link and 'Print' link are displayed and work properly.

Check if amount for GLIM account is not doubled (if there are 2 clients in GLIM) MIFOS-5638

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

Check all BIRT reports (layout of parameters window, buttons are clickable, report is generated properly)

Verify integrated Pentaho reports (check if all parameters can be selected, validation works correctly, report can be generated as pdf, html, xls etc., verify layout of every report)

Check MIFOS-5882