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MIFOSX 16.09.01.RELEASE UAT NOTES

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DaynaMifos edited this page Sep 26, 2016 · 2 revisions

Observations

  1. [MIFOSX-1894] - Cashier Transaction Summary Pentaho Report Staging Server Notes:

    • View report not in roles/permissions list. Must be able to check allow view to enable teller/cashier to view their own totals. https://staging.openmf.org/#/admin/viewrole/3
    • Notes regarding the actual report can be found in Jira MifosX-1894

  2. [MIFOSX-2784] Including all transactions in Teller Cashier transaction list Notes:

    • This is also Fineract-203. This was pushed from MifosX to Fineract Jira
    • Assumption I am making is that the line item on the Teller/Cashier Daily Total report addresses this request. If this is so, there needs to be two transfer totals “from” and “to” the teller must be able to see that the these two totals match and are in balance.

  3. Discovered bug when logged on as employee with Cashier/teller permissions. The permissions for this role allow the user to view reports When logged in as and employee with the Casher/Teller permissions, the report drop down is not available. I have gone in as SuperUser and changed permissions within the assigned role with no change. I would like to have a second person review this and determine if it is truly a bug.

  4. Regarding performance fix issues: I have performed multiple transactions as an employee from areas of differing internet speeds and found that response times were acceptable. However, I understand that the staging server is not actually on our demo or production servers, so this observation may change.

From Ippez Robert:

These are my observations:- Loan Repayments, Disbursement, Loan Charges waved, Loan Charges,Prepaid Loans, Foreclosure Loans by a teller don't show in the transaction listing. i.e Organization>Tellers>Transactions Detailed Report for all transaction listings for the teller should be include for easy calling with day sheet ( should include all transactions either cash or voucher e.g Loan disbursed, repayment, Share deposits, Shares Redeemed, Savings Deposit , Savings Withdrawals, Account Transfers [standing instructions run by a teller], ) with description notes. This will mean us to implement https://mifosforge.jira.com/browse/MIFOSX-2620 When all tellers are not settled, it should allow to create account closure (closing of books) Thanks

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