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Posted to dev@fineract.apache.org by za...@intrasofttechnologies.com on 2021/08/24 17:47:29 UTC
Bulk Loans Import Error
Devs,
We are having a challenge importing loans in version 18.03.01 both using the
inbuilt bulk import module and using Data Import Tool
<mailto:https://mifosforge.jira.com/wiki/spaces/docs/pages/85623074/Installi
ng+Data+Import+Tool> .
We get an error: transactionProcessingStrategyId:The parameter
transactionProcessingStrategyId is mandatory.
Here are the issues I have noted:
* On the product sheet, I see the Transaction Processing Strategy as
set in the product i.e. Penalties, Fees, Interest, Principal order
* On the loans sheet, this strategy is missing and I get options as
shown in the attached screenshot. We opted to select Penalties but throwing
the error given above.
Is this an issue that's already known? Has anyone faced similar challenge,
how did you get past the error?
Any quick fix to enable us continue with our migration.
Any help will be highly appreciated.
Regards;
*******
Zayyad A. Said | Chairman & C.E.O
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: <ma...@intrasofttechnologies.com>
zayyad@intrasofttechnologies.com
Schedule Meetings: <https://calendly.com/zayyadsaid>
https://calendly.com/zayyadsaid
RE: Bulk Loans Import Error
Posted by za...@intrasofttechnologies.com.
Hi Luis,
Thanks so much for the tip to copy the strategy in the cell. We had done that before and were still getting an error.
We copied again today and we decided to change the browser to access the Data Import Tool to Mozilla and voila the loan accounts were imported successfully.
As for the import module in the UI, nothing was being uploaded even after numerous refresh.
Otherwise, thanks for your help. I can comfortably say this exercise is now complete.
Regards;
*******
Zayyad A. Said | Chairman & C.E.O
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: <ma...@intrasofttechnologies.com> zayyad@intrasofttechnologies.com
Schedule Meetings: <https://calendly.com/zayyadsaid> https://calendly.com/zayyadsaid
From: Luis Alberto Alegría de los Santos <lu...@innovar.app>
Sent: Thursday, August 26, 2021 8:33 PM
To: Dev <de...@fineract.apache.org>
Cc: Mifos software development <mi...@lists.sourceforge.net>
Subject: Re: Bulk Loans Import Error
Hi Zayyad
On Mifos UI, when you load a file, a job is scheduled.
You can use the refresh button and see the result. The time it takes depends on records size, server resources and is usually very fast.
There is a bug in the excel template file.
You could use this values to set a strategy id ( Repayment Strategy* field ) on excel template file:
* Penalties, Fees, Interest, Principal order
* Overdue/Due Fee/Int,Principal
* Principal, Interest, Penalties, Fees Order
* Interest, Principal, Penalties, Fees Order
* Early Repayment Strategy
* HeavensFamily Unique
* Creocore Unique
Copy and paste on cell.
There is a bug in the excel template file. Basically, the excel validation list uses "commas" and for example "Penalties, Fees, Interest, Principal order" option, it shows you one option for each word.
I didn't figure it out before because my Loan products have set a Default Repayment Strategy, and the excel template file automatically puts the default value.
I hope this helps you.
My best regards
El jue, 26 de ago. de 2021 a la(s) 02:42, <zayyad@intrasofttechnologies.com <ma...@intrasofttechnologies.com> > escribió:
Hi Luis,
Thanks for your response.
We have tried with both Principal and Principal order and still getting same error, see attached screenshot.
Error message: transactionProcessingStrategyId:The parameter transactionProcessingStrategyId is mandatory.
When we use the Bulk Import module inside the UI, it uploads the file but doesn’t complete. It gives you number of records but nothing shows to be successful or failed and no records imported:
I don’t know if there is anyone who has faced such an issue and resolved it to advise.
Regards;
*******
Zayyad A. Said | Chairman & C.E.O
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: <ma...@intrasofttechnologies.com> zayyad@intrasofttechnologies.com
Schedule Meetings: <https://calendly.com/zayyadsaid> https://calendly.com/zayyadsaid
From: Luis Alberto Alegría de los Santos <luis.alegria@innovar.app <ma...@innovar.app> >
Sent: Tuesday, August 24, 2021 10:16 PM
To: Dev <dev@fineract.apache.org <ma...@fineract.apache.org> >
Cc: Mifos software development <mifos-developer@lists.sourceforge.net <ma...@lists.sourceforge.net> >
Subject: Re: Bulk Loans Import Error
Hi Zayyad
Some time ago, I imported some data using data import tool, but I can't remember having issues with this field or related to this error.
If my memory is correct, you can use the "Principal" option because it is the same with "Penalties, Fees, Interest, Principal order". I think you could try and check after the process is complete.
Another better option (IMHO), you could use a "Bulk import" option inside the community app. I have imported data with this option and it works great via fineract API calls . You can import clients, loans accounts, loan repayments, offices and so on.
Maybe this option would be helpful to you. Personally, I have imported clients, loan accounts and repayments in this way.
Best Regards
El mar, 24 de ago. de 2021 a la(s) 12:47, <zayyad@intrasofttechnologies.com <ma...@intrasofttechnologies.com> > escribió:
Devs,
We are having a challenge importing loans in version 18.03.01 both using the inbuilt bulk import module and using Data Import Tool <mailto:https://mifosforge.jira.com/wiki/spaces/docs/pages/85623074/Installing+Data+Import+Tool> .
We get an error: transactionProcessingStrategyId:The parameter transactionProcessingStrategyId is mandatory.
Here are the issues I have noted:
* On the product sheet, I see the Transaction Processing Strategy as set in the product i.e. Penalties, Fees, Interest, Principal order
* On the loans sheet, this strategy is missing and I get options as shown in the attached screenshot. We opted to select Penalties but throwing the error given above.
Is this an issue that’s already known? Has anyone faced similar challenge, how did you get past the error?
Any quick fix to enable us continue with our migration.
Any help will be highly appreciated.
Regards;
*******
Zayyad A. Said | Chairman & C.E.O
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: <ma...@intrasofttechnologies.com> zayyad@intrasofttechnologies.com
Schedule Meetings: <https://calendly.com/zayyadsaid> https://calendly.com/zayyadsaid
--
Luis Alegría
<https://drive.google.com/uc?id=1BZt6UcrOKfWOHbKu1vPsxN9Zc196Gg9D>
La información contenida en este correo electrónico y anexos es confidencial. Ésta dirigida únicamente para el uso del individuo o entidad a la que fue dirigida y puede contener información propietaria que no es del dominio público. Si has recibido este correo por error o no eres el destinatario, por favor notificar al remitente de inmediato y borra este mensaje de la computadora o dispositivo. Cualquier uso, distribución o reproducción de este correo que no sea por el destinatario de intención queda prohibido.
--
Luis Alegría
<https://drive.google.com/uc?id=1BZt6UcrOKfWOHbKu1vPsxN9Zc196Gg9D>
La información contenida en este correo electrónico y anexos es confidencial. Ésta dirigida únicamente para el uso del individuo o entidad a la que fue dirigida y puede contener información propietaria que no es del dominio público. Si has recibido este correo por error o no eres el destinatario, por favor notificar al remitente de inmediato y borra este mensaje de la computadora o dispositivo. Cualquier uso, distribución o reproducción de este correo que no sea por el destinatario de intención queda prohibido.
Re: Bulk Loans Import Error
Posted by Luis Alberto Alegría de los Santos <lu...@innovar.app>.
Hi Zayyad
On Mifos UI, when you load a file, a job is scheduled.
You can use the refresh button and see the result. The time it takes
depends on records size, server resources and is usually very fast.
[image: image.png]
There is a bug in the excel template file.
You could use this values to set a strategy id ( Repayment Strategy* field
) on excel template file:
- Penalties, Fees, Interest, Principal order
- Overdue/Due Fee/Int,Principal
- Principal, Interest, Penalties, Fees Order
- Interest, Principal, Penalties, Fees Order
- Early Repayment Strategy
- HeavensFamily Unique
- Creocore Unique
Copy and paste on cell.
There is a bug in the excel template file. Basically, the excel validation
list uses "commas" and for example "Penalties, Fees, Interest, Principal
order" option, it shows you one option for each word.
I didn't figure it out before because my Loan products have set a Default
Repayment Strategy, and the excel template file automatically puts the
default value.
I hope this helps you.
My best regards
El jue, 26 de ago. de 2021 a la(s) 02:42, <za...@intrasofttechnologies.com>
escribió:
> Hi Luis,
>
>
>
> Thanks for your response.
>
>
>
> We have tried with both Principal and Principal order and still getting
> same error, see attached screenshot.
>
>
>
> Error message: *transactionProcessingStrategyId:The parameter
> transactionProcessingStrategyId is mandatory.*
>
>
>
> When we use the Bulk Import module inside the UI, it uploads the file but
> doesn’t complete. It gives you number of records but nothing shows to be
> successful or failed and no records imported:
>
>
>
>
>
> I don’t know if there is anyone who has faced such an issue and resolved
> it to advise.
>
>
>
> Regards;
>
>
>
> *********
>
> *Zayyad A. Said | Chairman & C.E.O*
>
> Cell No.: +254 716 615274 | Skype: *zsaid2011*
>
> Email: zayyad@intrasofttechnologies.com
>
> Schedule Meetings: https://calendly.com/zayyadsaid
>
>
>
> *From:* Luis Alberto Alegría de los Santos <lu...@innovar.app>
> *Sent:* Tuesday, August 24, 2021 10:16 PM
> *To:* Dev <de...@fineract.apache.org>
> *Cc:* Mifos software development <mi...@lists.sourceforge.net>
> *Subject:* Re: Bulk Loans Import Error
>
>
>
> Hi Zayyad
>
> Some time ago, I imported some data using data import tool, but I can't
> remember having issues with this field or related to this error.
> If my memory is correct, you can use the "Principal" option because it is
> the same with "Penalties, Fees, Interest, Principal order". I think you
> could try and check after the process is complete.
>
>
>
>
>
> Another better option (IMHO), you could use a "Bulk import" option inside
> the community app. I have imported data with this option and it works great
> via fineract API calls . You can import clients, loans accounts, loan
> repayments, offices and so on.
>
>
>
>
>
>
>
>
>
> Maybe this option would be helpful to you. Personally, I have imported
> clients, loan accounts and repayments in this way.
>
>
>
> Best Regards
>
>
>
>
>
> El mar, 24 de ago. de 2021 a la(s) 12:47, <
> zayyad@intrasofttechnologies.com> escribió:
>
> Devs,
>
>
>
> We are having a challenge importing loans in version 18.03.01 both using
> the inbuilt bulk import module and using Data Import Tool
> <https://mifosforge.jira.com/wiki/spaces/docs/pages/85623074/Installing+Data+Import+Tool>
> .
>
>
>
> We get an error: *transactionProcessingStrategyId:The parameter
> transactionProcessingStrategyId is mandatory*.
>
>
>
> Here are the issues I have noted:
>
>
>
> - On the product sheet, I see the Transaction Processing Strategy as
> set in the product i.e. Penalties, Fees, Interest, Principal order
> - On the loans sheet, this strategy is missing and I get options as
> shown in the attached screenshot. We opted to select Penalties but throwing
> the error given above.
>
>
>
> Is this an issue that’s already known? Has anyone faced similar
> challenge, how did you get past the error?
>
>
>
> Any quick fix to enable us continue with our migration.
>
>
>
> Any help will be highly appreciated.
>
>
>
> Regards;
>
>
>
> *********
>
> *Zayyad A. Said | Chairman & C.E.O*
>
> Cell No.: +254 716 615274 | Skype: *zsaid2011*
>
> Email: zayyad@intrasofttechnologies.com
>
> Schedule Meetings: https://calendly.com/zayyadsaid
>
>
>
>
>
>
> --
>
> Luis Alegría
>
>
>
>
>
> *La información contenida en este correo electrónico y anexos es
> confidencial. Ésta dirigida únicamente para el uso del individuo o entidad
> a la que fue dirigida y puede contener información propietaria que no es
> del dominio público. Si has recibido este correo por error o no eres el
> destinatario, por favor notificar al remitente de inmediato y borra este
> mensaje de la computadora o dispositivo. Cualquier uso, distribución o
> reproducción de este correo que no sea por el destinatario de intención
> queda prohibido.*
>
--
Luis Alegría
*La información contenida en este correo electrónico y anexos es
confidencial. Ésta dirigida únicamente para el uso del individuo o entidad
a la que fue dirigida y puede contener información propietaria que no es
del dominio público. Si has recibido este correo por error o no eres el
destinatario, por favor notificar al remitente de inmediato y borra este
mensaje de la computadora o dispositivo. Cualquier uso, distribución o
reproducción de este correo que no sea por el destinatario de intención
queda prohibido.*
RE: Bulk Loans Import Error
Posted by za...@intrasofttechnologies.com.
Hi Luis,
Thanks for your response.
We have tried with both Principal and Principal order and still getting same error, see attached screenshot.
Error message: transactionProcessingStrategyId:The parameter transactionProcessingStrategyId is mandatory.
When we use the Bulk Import module inside the UI, it uploads the file but doesn’t complete. It gives you number of records but nothing shows to be successful or failed and no records imported:
I don’t know if there is anyone who has faced such an issue and resolved it to advise.
Regards;
*******
Zayyad A. Said | Chairman & C.E.O
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: <ma...@intrasofttechnologies.com> zayyad@intrasofttechnologies.com
Schedule Meetings: <https://calendly.com/zayyadsaid> https://calendly.com/zayyadsaid
From: Luis Alberto Alegría de los Santos <lu...@innovar.app>
Sent: Tuesday, August 24, 2021 10:16 PM
To: Dev <de...@fineract.apache.org>
Cc: Mifos software development <mi...@lists.sourceforge.net>
Subject: Re: Bulk Loans Import Error
Hi Zayyad
Some time ago, I imported some data using data import tool, but I can't remember having issues with this field or related to this error.
If my memory is correct, you can use the "Principal" option because it is the same with "Penalties, Fees, Interest, Principal order". I think you could try and check after the process is complete.
Another better option (IMHO), you could use a "Bulk import" option inside the community app. I have imported data with this option and it works great via fineract API calls . You can import clients, loans accounts, loan repayments, offices and so on.
Maybe this option would be helpful to you. Personally, I have imported clients, loan accounts and repayments in this way.
Best Regards
El mar, 24 de ago. de 2021 a la(s) 12:47, <zayyad@intrasofttechnologies.com <ma...@intrasofttechnologies.com> > escribió:
Devs,
We are having a challenge importing loans in version 18.03.01 both using the inbuilt bulk import module and using Data Import Tool <mailto:https://mifosforge.jira.com/wiki/spaces/docs/pages/85623074/Installing+Data+Import+Tool> .
We get an error: transactionProcessingStrategyId:The parameter transactionProcessingStrategyId is mandatory.
Here are the issues I have noted:
* On the product sheet, I see the Transaction Processing Strategy as set in the product i.e. Penalties, Fees, Interest, Principal order
* On the loans sheet, this strategy is missing and I get options as shown in the attached screenshot. We opted to select Penalties but throwing the error given above.
Is this an issue that’s already known? Has anyone faced similar challenge, how did you get past the error?
Any quick fix to enable us continue with our migration.
Any help will be highly appreciated.
Regards;
*******
Zayyad A. Said | Chairman & C.E.O
Cell No.: +254 716 615274 | Skype: zsaid2011
Email: <ma...@intrasofttechnologies.com> zayyad@intrasofttechnologies.com
Schedule Meetings: <https://calendly.com/zayyadsaid> https://calendly.com/zayyadsaid
--
Luis Alegría
<https://drive.google.com/uc?id=1BZt6UcrOKfWOHbKu1vPsxN9Zc196Gg9D>
La información contenida en este correo electrónico y anexos es confidencial. Ésta dirigida únicamente para el uso del individuo o entidad a la que fue dirigida y puede contener información propietaria que no es del dominio público. Si has recibido este correo por error o no eres el destinatario, por favor notificar al remitente de inmediato y borra este mensaje de la computadora o dispositivo. Cualquier uso, distribución o reproducción de este correo que no sea por el destinatario de intención queda prohibido.
Re: Bulk Loans Import Error
Posted by Luis Alberto Alegría de los Santos <lu...@innovar.app>.
Hi Zayyad
Some time ago, I imported some data using data import tool, but I can't
remember having issues with this field or related to this error.
If my memory is correct, you can use the "Principal" option because it is
the same with "Penalties, Fees, Interest, Principal order". I think you
could try and check after the process is complete.
Another better option (IMHO), you could use a "Bulk import" option inside
the community app. I have imported data with this option and it works great
via fineract API calls . You can import clients, loans accounts, loan
repayments, offices and so on.
[image: image.png]
[image: image.png]
Maybe this option would be helpful to you. Personally, I have imported
clients, loan accounts and repayments in this way.
Best Regards
El mar, 24 de ago. de 2021 a la(s) 12:47, <za...@intrasofttechnologies.com>
escribió:
> Devs,
>
>
>
> We are having a challenge importing loans in version 18.03.01 both using
> the inbuilt bulk import module and using Data Import Tool
> <https://mifosforge.jira.com/wiki/spaces/docs/pages/85623074/Installing+Data+Import+Tool>
> .
>
>
>
> We get an error: *transactionProcessingStrategyId:The parameter
> transactionProcessingStrategyId is mandatory*.
>
>
>
> Here are the issues I have noted:
>
>
>
> - On the product sheet, I see the Transaction Processing Strategy as
> set in the product i.e. Penalties, Fees, Interest, Principal order
> - On the loans sheet, this strategy is missing and I get options as
> shown in the attached screenshot. We opted to select Penalties but throwing
> the error given above.
>
>
>
> Is this an issue that’s already known? Has anyone faced similar
> challenge, how did you get past the error?
>
>
>
> Any quick fix to enable us continue with our migration.
>
>
>
> Any help will be highly appreciated.
>
>
>
> Regards;
>
>
>
> *********
>
> *Zayyad A. Said | Chairman & C.E.O*
>
> Cell No.: +254 716 615274 | Skype: *zsaid2011*
>
> Email: zayyad@intrasofttechnologies.com
>
> Schedule Meetings: https://calendly.com/zayyadsaid
>
>
>
--
Luis Alegría
*La información contenida en este correo electrónico y anexos es
confidencial. Ésta dirigida únicamente para el uso del individuo o entidad
a la que fue dirigida y puede contener información propietaria que no es
del dominio público. Si has recibido este correo por error o no eres el
destinatario, por favor notificar al remitente de inmediato y borra este
mensaje de la computadora o dispositivo. Cualquier uso, distribución o
reproducción de este correo que no sea por el destinatario de intención
queda prohibido.*