PRC 204028 MASTER TEST PLAN

197570 – passed testing and test plan is attached to PRC 197570

197888 – passed testing and test plan is attached to PRC 197888

202928 MODIFY SIT PORTAL TO CALL PROCEDURE ON PRC 197570 FOR GENERATING TID/ATID VALUES. THIS IS TO ACCOMPLISH HARRIS COUNTY REQUIREMENT FOR 13 ALPHA CHARACTER TRANSACTION ID.

PREFIX_VAL_FOR_SIT_PORT_TRANS is null for Dallas County

ATID IS null as expected

PASSED

200348 ON THE SIT PORTAL, WHEN A USER HAS SEVERAL DEALERSHIPS ASSIGNED, ON THE PAYMENTS DUE SCREEN, THE SCREEN DOES NOT ALLOW EACH OF THE DEALERSHIP TABS TO EXPAND.

PASSED

200028 DEALERS ARE ABLE TO PAY MONTHLY BALANCES WITHOUT SUBMITTING THEIR FORMS WHEN USING THE PAYMENTSDUE.JSP PAGE. DO NOT POPULATE THE PAYMENTS DUE UNTIL THE FORM HAS BEEN SUBMITTED (SIT_SALES_MASTER.STATUS = 'C' FOR THE MONTH) AND SAVED TO THE SIT_DOCUMENTS TABLE. THIS SHOULD APPLY TO ALL PORTAL CLIENTS.

Entered sales but did not close month

Pay button not available

Not available through paymentsdue.jsp either

Close month

Payment is in cart

Sit_epay status = AP and report_status is now = C

Pay box is now available

PASSED

200408 SIT_SALES_MASTER.CHNGDATE IS NOT BEING UPDATED WHEN THERE IS A CHANGE TO A RECORD. **** WE ARE REMOVING THIS PRC FROM THE LIST AND ADDING THIS TO A SEPARATE PRC DOWN THE ROAD FOR DALLAS. DO NOT INCLUDE ON THEIR TEST DOC

198408 SIT PORTAL PRC TO UPDATE CODE AS NEEDED SO THAT PORTAL USERNAME IS STORED AND POPULATED IN THE OPERCODE FIELD IN ANY INSERTS OR UPDATES THEY MAKE TO PORTAL TABLES. WE DO NOT WANT TO CHANGE WHAT BMI 12411 STORES IN THE OPERCODE FIELD, AS THERE IS LOGIC BASED ON WHEN THE VALUE = LOAD.

Run BMI 12411 to populated the portal tables – all rows get LOAD in the opercode

Finalized a monthly sale via the portal and the opercode is updated to my username

194803 1) SIT PORTAL – AN ACT_VIT.CODESET "CSV_FILE_FORMAT_FOR_SIT_PORTAL" IS NEEDED FOR THIS CHANGE TO HOW THE CSV FILES ARE LOADED. THE CSV FILE FIELD ORDER SHOULD ALIGN WITH THE STATE FORM AND WITH THE WAY THE FIELDS ARE DISPLAYED ON THE SCREEN UPON UPLOADING THE CSV FILE. CURRENTLY THE TYPE OF SALE AND NAME OF PURCHASER ARE REVERSED IN ORDER. PROPER ORDER SHOULD BE: NAME OF PURCHASER BEFORE TYPE OF SALE. ALSO HARRIS COUNTY WOULD LIKE TO HAVE A FIRST ROW HEADER WHICH WILL INDICATE WHAT IS TO BE ENTERED IN EACH COLUMN, THIS ROW WILL BE IGNORED UPON UPLOAD AND NOT CONSIDERED AN ERROR.

DEFAULT VALUE FOR NEW CLIENT PREF = 1 FOR THE EXISTING FORMAT

VALUE = 2 FOR NEW FORMAT.

Dallas is planning on keeping the format the same so the preference needs to be 1

Upload normal CSV file to verify it is working correctly – same order no header

Records inserted

PASSED

197574 1) CHANGE THE DEALER CATEGORY LABELS THAT ARE DISPLAYED FOR EACH DEALER TYPE ON THE SIT PORTAL:

FROM: "HOUSING" TO: "RETAIL MANUFACTURED HOUSING INVENTORY"

FROM: "HEAVY EQUIPMENT" TO: "HEAVY EQUIPMENT INVENTORY"

FROM: "OUTBOARD" TO: "VESSEL, TRAILER AND OUTBOARD INVENTORY"

2) ON THE TAB WHERE THE USER IS LOOKING AT THE DEALER'S SALES, CHANGE THE BROWSER TAB'S TITLE TO "DEALER INVENTORY".

3) IN THE ACCOUNT INFOMRATION SECTION, FOR SIT DEALERS WITH LONGER NAMES, NEED TO FIX SO THAT THIS DOESN'T BUMP THE LEGEND SECTION DOWN A LINE.

4) REMOVE THE WORD 'COUNTY' FROM THE CONFIRMATION MESSAGE AFTER AN ANNUAL DECLARATION HAS BEEN SUBMITTED.

PASSED

196779 RELATIVE TO THE SIT PORTAL POP UP CREATED ON PRC 194328 FOR DALLAS COUNTY, NEED TO REMOVE THE CODE FOR THIS POP UP AS HARRIS COUNTY DOES NOT NEED IT. PER SCOTT EACH CLIENT'S PAYMENT PAGE IS SEPARATE SO CLIENT PREF IS NOT NEEDED.

VERIFY ECHECK POPUP STILL APPEARS

PASSED

198588 1) FOR BOAT AND MANUFACTURED HOUSING DEALERS, WHEN DEALER SUBMITS MONTLY OR ANNUAL FORMS, THE FORM IS REQUIRING THE USER TO ENTER THEIR DEALER NUMBER BEFORE SUBMITTING. THIS FIELD IS AUTOMATICALLY POPULATED WITH CAN WHEN MOTOR VEHICLE DEALERS SUBMIT MONTHLY FILINGS AND SHOULD BE POPULATED AUTOMATICALLY WITH CAN FOR ALL DEALERS.

SUBMIT MONTHLY FOR BOAT DEALERS – can automatically populates

Submit

File annual for boat dealer – can automatically populates

Submitted

Submit monthly report for housing dealer – can automatically populates

Submitted

Submit annual for housing dealer - can automatically populates

Submitted

2) USING ACT_VIT.CODESET ANNUAL_DECLARATION_YEAR, IF PREF VALUE = 1, THEN PRINT YEAR +1 ON ALL DECLARATIONS (ALL DEALER TYPES) AT THE TOP OF THE FORM IN THE FIELD "YEAR". ALSO, WHEN CREATING THE ROW FOR "SALES NOTES FROM THE WEB PORTAL" DO THE SAME YEAR +1 BUT ADD IN PARENTHESIS THE SALES YEAR. EXAMPLE: IF PREF = 1, WHEN CLOSING OUT THE 2017 SALES YEAR ON THE PORTAL, THE DECLARATION SHOULD HAVE 2018 PRINTED AT THE TOP, AND THE SALES NOTE SHOULD SAY "YEARLY SALES REPORT FOR 2018 (2017 SALES) FINALIZED ON MM/DD/YY"

Close out 2017 sales

Form shows 2018

****note is not showing correctly made a note

3) WHEN A DEALER IS CLOSING OUT THE YEAR, IF ANY OF THE STATEMENTS FOR THAT YEAR HAVE OPERCODE = LOAD, WE ARE ALREADY MAKING THE NUMBER OF UNITS SOLD AND SALES AMOUNTS FOR EACH CATEGORY EDITABLE BY THE DEALER. WE NEED TO MAKE ALL FIELDS REQUIRED BEFORE IT WILL ALOW THE DEALER TO SUBMIT THE DECLARATION. IF DEALER HAS NO SALES IN EACH CATEGORY, THEY SHOULD ENTER ZEROS.

Some months have opercode = load

Must complete fields

Complete and close year

All sales were entered via portal and are 0’s so it is populated

All fields already entered

4) ALSO, NEED A NEW CLIENT PREF WHICH WILL BE USED TO HAVE THE RETAIL SALES AMOUNT TOTAL POPULATED EVEN IF SOME OPERCODES = LOAD, BUT STILL ALLOW THE FIELD TO BE EDITED. NEW ACT_VIT.CODESET ‘SIT_PORT_INCL_LOAD_ANN_DEC’. DEFAULT = 'N'

Pref will be set to ‘N’ for SIT_PORT_INCL_LOAD_ANN_DEC’

All fields blank and require fill in

PASSED BESIDES TEST #2

202929 MODIFY SIT PORTAL TO HANDLE SALTED HASH PASSWORDS. REQUIRES OBJECT ON PRC 197888.

PASSED

194598 MINIMUM PASSWORD SECURITY REQUIREMENTS FOR SIT PORTAL USERS. SEE ATTACHED. ENSURE THAT THIS WILL NOT AFFECT DALLAS SIT PORTAL USERS WHICH HAVE ALREADY SET UP THEIR PASSWORDS.

Find user that is already set up in the portal

Password does not fit all requirements

Able to login

Verified other password minimum requirements on test plan for 197888

PASSED

204949 SIT PORTAL NEEDS TO DISPLAY THE VERSION NUMBER OF THE WAR FILE. THE WAR FILE SHOULD BE GIVEN A SINGLE NAME GOING FORWARD AND FOLLOW THE VERSION NUMBERS ASSIGNED BY DESIGNER.

Use the about button

Verify file

PASSED

205229 ON SIT PORTAL, CREATE A NEW CLIENT PREFERENCE TO HIDE THE FEATURE FOR UPLOAD FILE. THIS FEATURE SEEMS TO BE PART OF ORIGINAL DESIGN BUT A DIFFERENT APPROACH WAS TAKEN WHERE THE PORTAL CREATES THE PDF FILE. NEW CLIENT PREF - 'SHOW_FILE_UPLOAD_IN_SIT_PORTAL', DEFAULT = 'N' DO NOT SHOW. IF 'Y' THEN SHOW.

No file upload option

PASSED

197579 SIT PORTAL NEEDS TO HAVE A TAX OFFICE USER ID WHICH CAN BE USED AS A READ ONLY LOGIN TO VIEW ALL DEALERS.BASED ON SIT_USERS.ISADMIN = Y, GIVE USER READ-ONLY ACCESS TO SEE ALL

DEALERS, HOWEVER DO NOT AUTO POPULATE ALL DEALER ACCOUNT TILES ON SCREEN. INSTEAD, PROVIDE A SEARCH FIELD WHERE USER MAY SEARCH BY DEALER NO, DEALER NAME, DEALER ADDRESS, USERNAME, USERID.

FIND USER WITH ISADMIN SET TO ‘Y’

SEARCH BY DEALER NUMBER

ABLE TO PULL UP DEALER

CLICK PAY AND RECEIVE WARNING

ABLE TO VIEW RECRODS

Search by dealer name

Search by address

Search by user id

PASSED

203948 PLEASE UPDATE THE MANUAL SALES ENTRY ON SALES.JSP TO CALCULATE THE NEGATIVE TAX AMOUNT IF A NEGATIVE SALES AMOUNT IS ENTERED. THIS WILL MATCH THE CSV FILE UPLOAD PROCESS. EXAMPLE ATTACHED.

NEGATIVE SALE + POSITIVE SALE

CORRECT AMOUNT PASSED THROUGH TO CART

CORRECT AMOUNT 12240

PAYMENT

PASSED

205351/194597 COSMETIC CHANGES TO HARRIS COUNTY SPECIFIC SIT PORTAL PAYMENT PAGE.

Regular payment processing pages for Dallas

Now on Chase’s page

PASSED