Wiki source code of Twopot testing
Version 1.1 by Phillip Swanepoel on 2025/02/04 10:44
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| author | version | line-number | content |
|---|---|---|---|
| 1 | go to ~~\Dropbox\EBSphere\Everest SQL\SQL\2Pot Claims Automation [DO NOT RUN] | ||
| 2 | \\Run in all scripts, compare before running from folders: 'Critical Core SPS' | ||
| 3 | |||
| 4 | Can only be tested if the products are set up already. | ||
| 5 | Testing: | ||
| 6 | Kick off workflow on Everest: Member > Statutory > "Process Withdrawal" (edit > change selected withdrawal amount) (also test recalculate) | ||
| 7 | User need bank details for two pot withdrawal under the type 'South African 2 Pot withdrawal' - needs to be verified by hyphen (or bypassed for testing) | ||
| 8 | |||
| 9 | checks on db: | ||
| 10 | check tblClaim event where fkimemberid= 'xxx' for blnprocessed = 1 (not cancelled) | ||
| 11 | |||
| 12 | check tblworkflowtracking where fkimemberid = 'xxx' as the steps are completed. (validation can fail and create a QA workflow) | ||
| 13 | |||
| 14 | automation can be forced using spf_automatedprocesscontrol with hardcoded memberid (can cause duplication) | ||
| 15 | |||
| 16 | calculations for disinvestment is done on trldisinvestments_V2 | ||
| 17 | |||
| 18 | Parent > account > cashflows > memberexitdisinvestment > Multiple Claim Event 2Pot System (to be disinvested as rand) (for your amount) to force disinvestment.[[image:image-20250204120628-1.png]] | ||
| 19 | click select under the disinvest claim event amount for mandated amount | ||
| 20 | |||
| 21 | [[image:image-20250204120642-2.png]] | ||
| 22 | |||
| 23 | |||
| 24 | will then create 2 reports to show disinvestment. | ||
| 25 | |||
| 26 | check on trldisinvestments_V2 for blncompleted switch in process | ||
| 27 | |||
| 28 | Workflow will now move to waiting for switch price. | ||
| 29 | |||
| 30 | (force on test finswitch handles this usually) Accounts > Cashflow unit prices. Find your transactions and set the price(bnid and offer). click confirm on transaction. | ||
| 31 | check on tbldisinvestements_V2 for FinalDis, [[image:image-20250204120959-3.png]] | ||
| 32 | |||
| 33 | If Finaldis is present then the pricing was successful | ||
| 34 | |||
| 35 | Fee: Admin > financial settings > claim event fees. load on parent level | ||
| 36 | |||
| 37 | Tax upload (won't happen on staging): force on staging using SP_ClaimEventTaxUploaded | ||
| 38 | [[image:image-20250204121400-5.png||height="110" width="376"]]set current dbname in both sps, tax sim simulates a sarsimport | ||
| 39 | |||
| 40 | [[image:image-20250204121703-6.png]]shows success | ||
| 41 | |||
| 42 | Validate payment requisition happens next - automated | ||
| 43 | |||
| 44 | EFT approval next: simulate on staging: Accounts> BatchEFT Authorisatio n> claim event authorisatiion (creates a workflow Batch payment approval) | ||
| 45 | |||
| 46 | Complete step 1 on workflow | ||
| 47 | |||
| 48 | on step Authorise 1/2 click on [[image:image-20250204121935-7.png]] | ||
| 49 | |||
| 50 | here users check values. user clicks first approve [[image:image-20250204122023-8.png||height="43" width="88"]] | ||
| 51 | |||
| 52 | approve second in sSQL : TMPEFT where fkiMemberID = 'xxx' | ||
| 53 | |||
| 54 | UPDATE tmpEFT | ||
| 55 | set blnBankAuthorised=1 | ||
| 56 | where fkiMemberID = @fkimemberID | ||
| 57 | and txtGroup ='Multiple Claim Event' | ||
| 58 | and blnBatchCompleted =0 and blnBatchdeleted =0 | ||
| 59 | \\waiting for EFT to be released: | ||
| 60 | |||
| 61 | accounts > payment management | ||
| 62 | choose banking system > see payment - click on include [[image:image-20250204123925-10.png]] | ||
| 63 | |||
| 64 | now hyphen will pick up OR can be done manually for testing(not doing a real payment) using: | ||
| 65 | |||
| 66 | UPDATE tmpEFT | ||
| 67 | set blnBatchCompleted=1 | ||
| 68 | where fkiMemberID = @fkimemberID | ||
| 69 | and txtGroup ='Multiple Claim Event' | ||
| 70 | and blnBatchCompleted =0 and blnBatchdeleted =0 | ||
| 71 | |||
| 72 | will generate payment report next using autoclaimdocument service | ||
| 73 | |||
| 74 | [[image:image-20250204124321-11.png]] |