docs: clarify contributor and agent workflows

[zhangxinyao88]

Summary

• make the README and setup guide reflect the current Node, npm, HTTPS, and validation workflow
• add a focused repository map, change-directed checks, generated-code boundaries, and PR guidance to AGENTS.md
• add AI-assisted contribution guidance and optional tool/harness disclosure fields to the PR template
• remove stale references to a global Angular CLI and deleted local helper scripts

AI assistance (optional)

• Tool / model: OpenAI Codex (GPT-5)
• Harness / workflow: Codex desktop
• Assistance: documentation drafting, repository cross-checking, and validation support

Validation

• npm run format:check
• git diff --check

[github-actions]

E2E — mocked backend

🎭 E2E Tests

✅ All green — 350 passed · 0 failed · 1 skipped, across 28 spec files in 8m 50s.

By spec file

Spec	✅	❌	⏭️	Time
accessibility.spec.ts	3	0	0	14.0s
all-functions-read-shortcut.spec.ts	5	0	0	9.9s
branded-deployment.spec.ts	9	0	0	17.0s
breadcrumb.spec.ts	2	0	0	5.0s
client-servicing-gaps.spec.ts	14	0	0	58.3s
client.spec.ts	1	0	0	3.6s
deployment-customization.spec.ts	19	0	0	33.2s
e2e-journey.spec.ts	81	0	0	2m 33s
feature-coverage.spec.ts	47	0	0	1m 25s
functional-coverage.spec.ts	42	0	0	1m 54s
global-search-nav-shortcuts.spec.ts	4	0	0	9.8s
global-search-navigation.spec.ts	8	0	0	19.7s
group-detail.spec.ts	6	0	0	24.4s
guidance-tour.spec.ts	5	0	1	13.4s
keyboard-shortcuts.spec.ts	5	0	0	10.4s
list-pagination.spec.ts	9	0	0	34.0s
loan-portfolio-summary.spec.ts	4	0	0	14.6s
client-empty-account-cta.spec.ts	1	0	0	5.9s
loan-product-down-payment.spec.ts	13	0	0	1m 7s
loan-schedule-type-gating.spec.ts	5	0	0	16.7s
loan-servicing-gaps.spec.ts	14	0	0	55.4s
rbac-feature-flag.spec.ts	11	0	0	19.7s
rbac-route-protection.spec.ts	18	0	0	1m 38s
report-enhancements.spec.ts	2	0	0	6.7s
reporting.spec.ts	2	0	0	3.8s
scheduler-jobs.spec.ts	3	0	0	10.6s
two-factor-authentication.spec.ts	10	0	0	18.1s
working-capital-loan-actions.spec.ts	7	0	0	33.5s

All 351 tests — click to expand

accessibility.spec.ts

• ✅ Runtime accessibility › client list has no blocking violations — 4.6s
• ✅ Runtime accessibility › client form has no blocking violations — 4.7s
• ✅ Runtime accessibility › create office dialog has no blocking violations — 4.7s

all-functions-read-shortcut.spec.ts

• ✅ ALL_FUNCTIONS_READ shortcut › grants read access to the Clients list without any explicit READ_CLIENT permission — 1.8s
• ✅ ALL_FUNCTIONS_READ shortcut › does not grant the Create Client action — 3.0s
• ✅ ALL_FUNCTIONS_READ shortcut › does not grant Create Client even combined with an explicit READ_CLIENT permission — 1.8s
• ✅ ALL_FUNCTIONS_READ shortcut › a user with the real CREATE_CLIENT permission still sees the button — 1.6s
• ✅ ALL_FUNCTIONS_READ shortcut › ALL_FUNCTIONS (full superuser) still sees the Create Client button — 1.8s

branded-deployment.spec.ts

• ✅ a fully branded deployment › wears the institution’s name and mark, not Fineract’s — 1.6s
• ✅ a fully branded deployment › carries the institution’s palette into its own chrome and into Ionic — 1.6s
• ✅ a fully branded deployment › drops the sections the institution does not run — 1.6s
• ✅ a fully branded deployment › renames and reorders entries to the institution’s vocabulary — 2.2s
• ✅ a fully branded deployment › offers the institution’s own systems beside Fineract’s screens — 1.6s
• ✅ a fully branded deployment › restates the labels the institution words differently — 1.6s
• ✅ a fully branded deployment › keeps a readable palette in dark mode, with a label colour to match — 1.6s
• ✅ a fully branded deployment › does not leak a light colour into the dark palette — 1.6s
• ✅ a fully branded deployment › reports no configuration defects for the published example — 3.7s

breadcrumb.spec.ts

• ✅ a single-crumb page shows no breadcrumb trail — 1.7s
• ✅ a nested page shows a trail, and the ancestor crumb navigates back — 3.3s

client-servicing-gaps.spec.ts

• ✅ Client transfers › proposing a transfer sends the destination, the date and the format that parses it — 4.8s
• ✅ Client transfers › a one-step transfer omits the date the platform refuses — 4.4s
• ✅ Client transfers › the client’s own office is not offered as a destination — 3.9s
• ✅ Client transfers › accepting a transfer sends a note and nothing else — 4.2s
• ✅ Client transfers › accepting with no note sends an empty body — 5.0s
• ✅ Client transfers › rejecting a transfer is offered while one is pending — 4.1s
• ✅ Client transfers › withdrawing is offered from on hold, which is the only way back — 4.1s
• ✅ Client transfers › answers to a transfer are not offered when none is pending — 3.7s
• ✅ Client staff and default savings account › assigning a member of staff sends the staff id — 4.2s
• ✅ Client staff and default savings account › unassigning echoes the current holder back, which the platform requires — 4.2s
• ✅ Client staff and default savings account › unassigning is not offered when nobody is assigned — 3.7s
• ✅ Client staff and default savings account › the assigned officer is shown on the header — 3.3s
• ✅ Client staff and default savings account › setting the default savings account sends the account id — 4.2s
• ✅ Undoing a rejection › posts the command name the platform recognises, not the menu identifier — 4.5s

client.spec.ts

• ✅ Client Management › should create a new client — 3.6s

deployment-customization.spec.ts

• ✅ with no overlay mounted › boots, keeps the shipped branding, and shows the full menu — 1.6s
• ✅ with no overlay mounted › does not ask for an overlay this deployment has not declared — 1.6s
• ✅ with no overlay mounted › logs no federation parse error on load — 1.5s
• ✅ branding › applies colour and density tokens to the document — 1.6s
• ✅ branding › recolours Ionic through the same tokens — 2.2s
• ✅ branding › renames the product in the header and the tab title — 2.8s
• ✅ branding › serves the deployment logo and names it after the deployment — 1.5s
• ✅ branding › refuses a fill that cannot carry the white text baked into the stylesheet — 1.5s
• ✅ branding › accepts a light accent and derives a dark label for it — 1.5s
• ✅ branding › ignores a token outside the published allow-list, and says so — 2.2s
• ✅ navigation › hides an entry named by its id — 1.6s
• ✅ navigation › does not hide an entry named by its labelKey — 1.5s
• ✅ navigation › renames and reorders entries — 1.6s
• ✅ navigation › adds an external entry that opens in a new tab — 1.6s
• ✅ navigation › nests an added entry under an existing group — 1.5s
• ✅ navigation › gates an added entry on permissions like any built-in one — 2.6s
• ✅ navigation › drops an external entry with no usable url rather than rendering a dead link — 1.6s
• ✅ layering › merges over config.json instead of replacing it — 1.6s
• ✅ layering › a malformed overlay leaves the application usable — 1.6s

e2e-journey.spec.ts

• ✅ E2E: Login Flow › should display login page with all required fields — 1.2s
• ✅ E2E: Login Flow › should have Sign In button disabled when fields are empty — 1.3s
• ✅ E2E: Login Flow › should enable Sign In when credentials are entered — 2.0s
• ✅ E2E: Login Flow › should redirect to dashboard after successful login — 1.6s
• ✅ E2E: Login Flow › should display language selector on login page — 1.5s
• ✅ E2E: Login Flow › should display API endpoint selector with value — 1.3s
• ✅ E2E: Dashboard › should display dashboard summary cards — 1.6s
• ✅ E2E: Dashboard › should display system health as Online — 1.6s
• ✅ E2E: Dashboard › should display pending approvals section — 2.6s
• ✅ E2E: Dashboard › should display loan and savings status distribution charts — 1.6s
• ✅ E2E: Dashboard › should display system operational status — 1.6s
• ✅ E2E: Dashboard › should have header with business date, render time, and logout — 1.6s
• ✅ E2E: Dashboard › should have sidebar toggle button — 1.6s
• ✅ E2E: Dashboard › should have global search bar in header — 1.6s
• ✅ E2E: Dashboard › should have Guide button in header — 2.2s
• ✅ E2E: Dashboard › should have dark mode toggle button — 1.6s
• ✅ E2E: Sidebar Navigation › should have all main navigation links — 1.6s
• ✅ E2E: Sidebar Navigation › should have Products section with sub-links — 1.7s
• ✅ E2E: Sidebar Navigation › should have Transfers section with sub-links — 1.6s
• ✅ E2E: Sidebar Navigation › should have Accounting section with sub-links — 1.7s
• ✅ E2E: Sidebar Navigation › should have Security section — 2.6s
• ✅ E2E: Sidebar Navigation › should have Settings section — 2.1s
• ✅ E2E: Sidebar Navigation › should have Organization section — 1.6s
• ✅ E2E: Sidebar Navigation › should have System section — 1.7s
• ✅ E2E: Sidebar Navigation › should navigate to all major pages via sidebar — 3.7s
• ✅ E2E: Offices › should display offices list with table — 1.9s
• ✅ E2E: Offices › should have Create Office button — 2.9s
• ✅ E2E: Offices › should navigate to office create form — 2.0s
• ✅ E2E: Offices › should validate office create form - save disabled when empty — 2.0s
• ✅ E2E: Offices › should fill office create form and enable save — 2.5s
• ✅ E2E: Offices › should cancel office creation and return to list — 2.5s
• ✅ E2E: Offices › should have search input on offices page — 1.9s
• ✅ E2E: Offices › should show edit button for each office — 3.0s
• ✅ E2E: Offices › should have pagination controls — 1.9s
• ✅ E2E: Clients › should display clients list page — 1.9s
• ✅ E2E: Clients › should display client data in table — 1.7s
• ✅ E2E: Clients › should show ACTIVE status badge — 1.6s
• ✅ E2E: Clients › should have Create Client button — 1.5s
• ✅ E2E: Clients › should show empty state when no clients exist — 1.5s
• ✅ E2E: Clients › should have search input and status filter — 1.5s
• ✅ E2E: Clients › should have pagination controls — 2.1s
• ✅ E2E: Client Creation › should navigate to client create form — 1.9s
• ✅ E2E: Client Creation › should display all required client form fields, across the wizard steps — 2.5s
• ✅ E2E: Client Creation › should display optional client form fields, across the wizard steps — 2.6s
• ✅ E2E: Client Creation › should have Next disabled until the current step is valid — 2.3s
• ✅ E2E: Client Creation › should populate office dropdown from API — 2.0s
• ✅ E2E: Client Creation › should fill client form and enable save on the last step — 3.3s
• ✅ E2E: Client Creation › should submit client and redirect to clients list — 3.1s
• ✅ E2E: Client Creation › should cancel client creation and return to clients list — 1.9s
• ✅ E2E: Client Creation › should have add office quick-action button — 1.7s
• ✅ E2E: Client Creation › should have help icons for form fields — 1.6s
• ✅ E2E: Client Creation › should have calendar buttons for date fields — 2.4s
• ✅ E2E: Client Creation › should have pre-filled dates in Submitted On and Activation Date — 3.4s
• ✅ E2E: Client Creation › should have Active checkbox checked by default — 1.9s
• ✅ E2E: Client Creation › should handle Entity legal form showing fullname field — 2.8s
• ✅ E2E: Loan Products Page › should display loan products list page — 1.7s
• ✅ E2E: Loan Products Page › should have Create Loan Product button — 1.6s
• ✅ E2E: Loan Products Page › should display table with correct headers — 1.6s
• ✅ E2E: Loan Products Page › should show empty state when no products exist — 2.0s
• ✅ E2E: Loan Products Page › should have search input — 1.6s
• ✅ E2E: Loan Products Page › should navigate to loan product create form — 1.7s
• ✅ E2E: Savings Products Page › should display savings products list page — 1.6s
• ✅ E2E: Other Products Pages › Fixed Deposit Products page loads — 1.6s
• ✅ E2E: Other Products Pages › Recurring Deposit Products page loads — 1.6s
• ✅ E2E: Other Products Pages › Share Products page loads — 2.0s
• ✅ E2E: Other Products Pages › Tax Components page loads — 1.6s
• ✅ E2E: Other Products Pages › Tax Groups page loads — 1.6s
• ✅ E2E: Other Products Pages › Floating Rates page loads — 1.5s
• ✅ E2E: Loans Portfolio › should display loans portfolio page — 1.5s
• ✅ E2E: Loans Portfolio › should have Create Loan Account button — 1.6s
• ✅ E2E: Loans Portfolio › should display table with correct headers — 2.0s
• ✅ E2E: Loans Portfolio › should show empty state when no loans exist — 1.6s
• ✅ E2E: Loans Portfolio › should have search input — 1.6s
• ✅ E2E: Loans Portfolio › should have pagination controls — 1.6s
• ✅ E2E: Header & Global Elements › should display Fineract logo and title in header — 1.3s
• ✅ E2E: Header & Global Elements › should display logged-in username — 1.5s
• ✅ E2E: Header & Global Elements › should display office name for user — 1.8s
• ✅ E2E: Header & Global Elements › should have Logout button — 1.4s
• ✅ E2E: Header & Global Elements › should have language selector in header — 1.4s
• ✅ E2E: Header & Global Elements › should display render time — 1.5s
• ✅ E2E: Header & Global Elements › should display business date — 1.5s

feature-coverage.spec.ts

• ✅ Navigation & Sidebar › all main navigation links are visible in sidebar — 1.9s
• ✅ Navigation & Sidebar › sidebar navigation routes to correct pages — 2.7s
• ✅ Navigation & Sidebar › navigating to /accounting redirects to /accounting/chart-of-accounts — 2.5s
• ✅ Navigation & Sidebar › navigating to /organization redirects to /organization/offices — 2.5s
• ✅ Navigation & Sidebar › navigating to /system redirects to /system/data-tables — 3.1s
• ✅ Navigation & Sidebar › header shows logged-in user info — 1.5s
• ✅ Navigation & Sidebar › help tour button is visible and interactive — 1.4s
• ✅ Navigation & Sidebar › logout button is visible — 1.4s
• ✅ Navigation & Sidebar › language selector is present — 1.5s
• ✅ Dashboard › dashboard shows key metrics cards — 1.8s
• ✅ Dashboard › dashboard shows pending approvals section — 1.5s
• ✅ Dashboard › dashboard shows loan and savings status distribution — 1.9s
• ✅ Dashboard › dashboard shows system operational status — 1.5s
• ✅ Groups › groups page renders with title — 1.7s
• ✅ Groups › groups page has create button — 1.6s
• ✅ Centers › centers page renders with title — 1.5s
• ✅ Centers › centers page has create button — 2.0s
• ✅ Organization › offices page loads with list — 1.7s
• ✅ Organization › staff page loads — 1.6s
• ✅ Organization › funds page loads — 1.6s
• ✅ Organization › payment types page loads — 1.6s
• ✅ Accounting › chart of accounts loads — 2.0s
• ✅ Accounting › journal entries page loads — 1.6s
• ✅ Accounting › accounting closures loads — 1.5s
• ✅ Accounting › accounting rules loads — 1.6s
• ✅ Accounting › financial activity mappings loads — 1.7s
• ✅ Accounting › charges page loads — 1.6s
• ✅ Security › users page loads — 2.0s
• ✅ Security › roles page loads — 1.6s
• ✅ Security › audit logs page loads — 1.8s
• ✅ Products - Loan & Savings › loan products page loads — 1.7s
• ✅ Products - Loan & Savings › savings products page loads — 1.6s
• ✅ Products - Loan & Savings › tax components page loads — 2.0s
• ✅ Products - Loan & Savings › tax groups page loads — 1.6s
• ✅ Products - Loan & Savings › floating rates page loads — 1.6s
• ✅ Products - Loan & Savings › savings accounts page loads — 1.7s
• ✅ Settings › global configurations page loads — 1.7s
• ✅ Settings › holidays page loads — 2.1s
• ✅ Settings › working days page loads — 1.6s
• ✅ System › data tables page loads — 1.6s
• ✅ System › bulk import page loads — 1.6s
• ✅ System › delinquency page loads — 1.6s
• ✅ Tellers › tellers page loads with create button — 2.4s
• ✅ Transfers › account transfer page loads — 2.0s
• ✅ Transfers › standing instructions page loads — 1.9s
• ✅ Transfers › SI history page loads — 1.9s
• ✅ Embedded Fintech › asset owners page loads — 2.0s

functional-coverage.spec.ts

• ✅ Client CRUD Workflow › should complete full client creation flow — Person — 4.6s
• ✅ Client CRUD Workflow › should complete full client creation flow — Entity — 4.6s
• ✅ Client CRUD Workflow › should cancel client creation and return to list — 2.2s
• ✅ Client CRUD Workflow › should disable office and legal form in edit mode — 3.2s
• ✅ Client View & Status Transitions › should display client view with correct details — 3.9s
• ✅ Client View & Status Transitions › should show actions menu for pending client (status 100) — 3.5s
• ✅ Client View & Status Transitions › should show actions menu for active client (status 300) — 3.4s
• ✅ Client View & Status Transitions › should show actions menu for closed client (status 600) — 3.8s
• ✅ Client View & Status Transitions › should show New Account menu for active client — 3.4s
• ✅ Client View & Status Transitions › should navigate from client view to client list via breadcrumb — 3.0s
• ✅ Client View & Status Transitions › should navigate back from client view — 4.0s
• ✅ Client View Tabs › should display all expected tabs on client view — 3.4s
• ✅ Client View Tabs › should switch between client view tabs — 3.5s
• ✅ Search & Filter Interactions › should have search input on clients page and accept input — 1.8s
• ✅ Search & Filter Interactions › should have office filter on groups page — 2.6s
• ✅ Search & Filter Interactions › should have office filter on loans page — 2.2s
• ✅ Search & Filter Interactions › should have search input on charges page — 1.8s
• ✅ Navigation Flow Verification › should navigate full client lifecycle: list → create → back → list — 2.3s
• ✅ Navigation Flow Verification › should navigate from dashboard to all top-level pages via sidebar — 4.0s
• ✅ Navigation Flow Verification › should go from loan products → create → back — 2.9s
• ✅ Office CRUD › should validate office create form — save disabled when empty — 2.0s
• ✅ Office CRUD › should validate office create form — save enabled when filled — 2.5s
• ✅ Office CRUD › should cancel office creation — 2.0s
• ✅ Organization Create Flows › staff create form loads — 2.1s
• ✅ Organization Create Flows › funds create form loads — 2.0s
• ✅ Organization Create Flows › payment types create form loads — 2.6s
• ✅ Accounting CRUD › accounting closure create form loads — 2.1s
• ✅ Accounting CRUD › accounting rule create form loads — 2.0s
• ✅ Accounting CRUD › financial activity mapping create form loads — 2.0s
• ✅ Accounting CRUD › charge create form loads — 2.0s
• ✅ Accounting CRUD › chart of accounts create form loads — 2.9s
• ✅ Settings CRUD › global configurations page has editable toggle — 1.9s
• ✅ Settings CRUD › holiday create form loads — 2.2s
• ✅ Settings CRUD › working days page has save button — 1.9s
• ✅ System CRUD › data table create form loads — 2.1s
• ✅ System CRUD › delinquency page has create buttons for ranges and buckets — 2.8s
• ✅ Security CRUD › role create form loads — 1.9s
• ✅ Security CRUD › audit logs search form has date range — 2.2s
• ✅ Security CRUD › audit logs list exports the loaded page as CSV — 2.2s
• ✅ Reporting — Run Report Flow › should navigate to report and verify report parameters — 2.7s
• ✅ Teller CRUD › teller create form loads — 3.0s
• ✅ Create Office Dialog from Client Form › should open create office dialog from client create form — 2.3s

global-search-nav-shortcuts.spec.ts

• ✅ Global search navigation shortcuts › offers a settings page the entity search cannot return — 2.0s
• ✅ Global search navigation shortcuts › navigates to the page behind a shortcut — 2.1s
• ✅ Global search navigation shortcuts › keeps the results open across the mousedown that starts a click, so a slow render cannot race the dropdown closed — 2.3s
• ✅ Global search navigation shortcuts › withholds a shortcut the user has no permission to reach — 3.4s

global-search-navigation.spec.ts

• ✅ Global search navigation › does not query the backend for a single character — 2.5s
• ✅ Global search navigation › sends one request for a phrase typed straight through — 3.0s
• ✅ Global search navigation › opens the client behind a client result — 2.1s
• ✅ Global search navigation › opens the loan behind a loan result — 2.2s
• ✅ Global search navigation › opens the savings account behind a savings result — 2.3s
• ✅ Global search navigation › clears the query and closes the dropdown after a selection — 2.6s
• ✅ Global search navigation › closes the dropdown when focus leaves without a selection — 2.1s
• ✅ Global search navigation › shows nothing rather than an empty dropdown when there are no matches — 2.9s

group-detail.spec.ts

• ✅ Group detail › asks for the associations, and shows every member rather than only the active ones — 3.1s
• ✅ Group detail › closes a group with the reason id and a Fineract-formatted date — 6.0s
• ✅ Group detail › does not offer a client who is already a member, and associates the one it does — 3.9s
• ✅ Group detail › unassigns a committee role by the assignment id, not the role id — 3.5s
• ✅ Group detail › offers a retry when the group cannot be loaded — 3.8s
• ✅ Group detail › says so when no closure reason has been defined — 4.1s

guidance-tour.spec.ts

• ✅ the guided tour › highlights the System Status card, not the sidebar, on the dashboard tour — 2.1s
• ✅ the guided tour › presents the card as a dialog named and described by its own copy — 1.7s
• ✅ the guided tour › announces the step counter as a polite live region — 3.3s
• ✅ the guided tour › closes on Escape and hands focus back to the Guide button — 1.7s
• ✅ the guided tour › names an unmatched route after itself instead of handing it the dashboard tour — 3.0s
• ⏭️ the guided tour at a phone viewport › opens from the overflow menu as a full-width bottom sheet — 1.6s

keyboard-shortcuts.spec.ts

• ✅ Alt+C jumps straight to Create Client from anywhere — 3.0s
• ✅ Alt+G jumps to Create Group — 1.9s
• ✅ Alt+E jumps to Create Center — 1.9s
• ✅ Alt+H opens the guidance tour for the current page — 2.0s
• ✅ typing in the global search box does not trigger the Create Client shortcut — 1.7s

list-pagination.spec.ts

• ✅ List pagination › advances through pages and back again — 4.3s
• ✅ List pagination › jumps to the last page — 3.5s
• ✅ List pagination › returns to the first page when a filter changes — 3.6s
• ✅ List pagination › returns to the first page when searching — 4.7s
• ✅ Profile › renders the signed-in user rather than hanging on a spinner — 3.0s
• ✅ Profile › shows an error when the profile cannot be loaded — 3.4s
• ✅ List load failure › reports the failure and reloads when the user retries — 4.5s
• ✅ List load failure › calendars: reports the failure and reloads when the user retries — 3.5s
• ✅ List load failure › accounting rules: reports the failure and reloads when the user retries — 3.6s

loan-portfolio-summary.spec.ts

• ✅ Loan Portfolio Summary › searching sends entities: loans and shows the grouped results — 3.9s
• ✅ Loan Portfolio Summary › Edit Parameters returns from the results view to the filter form — 3.4s
• ✅ Loan Portfolio Summary › checking the outstanding-amount filter sends the between min/max values — 3.2s
• ✅ Loan Portfolio Summary › switching to a single-value comparison condition sends one value — 4.1s

client-empty-account-cta.spec.ts

• ✅ empty account tabs offer the matching creation action — 5.9s

loan-product-down-payment.spec.ts

• ✅ Loan product down payment and tranches › down payment is offered only for a progressive product — 5.5s
• ✅ Loan product down payment and tranches › the percentage and auto-repayment appear only once down payment is on — 4.1s
• ✅ Loan product down payment and tranches › multi-tranche disbursement reveals its tranche count, on either engine — 3.0s
• ✅ Loan product down payment and tranches › submits the down payment and tranche settings it was given — 5.2s
• ✅ Loan product down payment and tranches › does not send a down payment on a cumulative product — 5.1s
• ✅ Loan product down payment and tranches › income recognition is offered only for a progressive product — 4.0s
• ✅ Loan product down payment and tranches › the capitalisation details appear only once it is on — 5.0s
• ✅ Loan product down payment and tranches › submits the income recognition settings it was given — 4.6s
• ✅ Loan product down payment and tranches › does not send income recognition on a cumulative product — 5.0s
• ✅ Loan product down payment and tranches › interest recalculation reveals its mandatory settings only once it is on — 3.8s
• ✅ Loan product down payment and tranches › the rest interval appears only when the frequency is not the repayment period — 14.1s
• ✅ Loan product down payment and tranches › submits the interest recalculation settings it was given — 3.2s
• ✅ Loan product down payment and tranches › does not send recalculation settings once it is switched back off — 4.0s

loan-schedule-type-gating.spec.ts

• ✅ Loan schedule type gating › a cumulative loan offers neither progressive-only tab, and fetches neither — 3.4s
• ✅ Loan schedule type gating › a progressive loan shows only the capabilities it actually has — 3.4s
• ✅ Loan schedule type gating › a progressive loan with both capabilities shows both — 3.7s
• ✅ Loan schedule type gating › a charged-off loan says so and offers the reversal instead — 3.0s
• ✅ Loan schedule type gating › a healthy loan offers charge-off and no marker — 3.3s

loan-servicing-gaps.spec.ts

• ✅ Loan servicing gaps › edits an interest pause through PUT while preserving its existing dates — 4.8s
• ✅ Loan servicing gaps › undo approval sends an empty body, without the locale the platform refuses — 4.1s
• ✅ Loan servicing gaps › undo approval carries the reason when one was given — 4.2s
• ✅ Loan servicing gaps › undo approval is offered only while the loan is approved — 3.7s
• ✅ Loan servicing gaps › the delinquency tab shows the summary the loan carries and the tags it fetches — 3.4s
• ✅ Loan servicing gaps › the data-only tabs stay hidden when the loan carries nothing for them — 3.0s
• ✅ Loan servicing gaps › each data-only tab appears and renders once the loan carries its data — 4.7s
• ✅ Loan servicing gaps › disburse to savings sends the date and amount, with the platform date format — 4.1s
• ✅ Loan servicing gaps › disburse to savings is offered only on an approved loan — 3.4s
• ✅ Loan servicing gaps › unassign loan officer sends the date, and appears only when one is assigned — 4.5s
• ✅ Loan servicing gaps › unassign loan officer is hidden on a loan with no officer — 3.4s
• ✅ Loan servicing gaps › undo last disbursal appears only on a multi-disbursal loan, and sends an empty body — 4.2s
• ✅ Loan servicing gaps › undo last disbursal is hidden on a single-disbursal loan — 4.0s
• ✅ Loan servicing gaps › close as rescheduled is offered on an active loan — 3.9s

rbac-feature-flag.spec.ts

• ✅ RBAC permission gating (rbacEnabled = true) › a limited user does not see permission-gated nav groups — 1.5s
• ✅ RBAC permission gating (rbacEnabled = true) › a user with READ_USER sees only the Security entries that permission covers — 1.8s
• ✅ RBAC permission gating (rbacEnabled = true) › the Security group fills in as the user is granted each of its permissions — 1.5s
• ✅ RBAC permission gating (rbacEnabled = true) › a superuser (ALL_FUNCTIONS) sees all permission-gated groups — 2.6s
• ✅ RBAC institution-feature gating (rbacEnabled = true) › universal institution shows Groups, Centers and Collection Sheet — 1.6s
• ✅ RBAC institution-feature gating (rbacEnabled = true) › commercial bank (cb) hides all group-lending features — 1.6s
• ✅ RBAC institution-feature gating (rbacEnabled = true) › credit union (cu) shows Groups but hides Centers and Collection Sheet — 1.6s
• ✅ rbacEnabled = false › restores the pre-RBAC behaviour of showing everything — 1.6s
• ✅ deployment navigation overrides › removes the entries the deployment names by id, leaving the rest alone — 2.6s
• ✅ deployment navigation overrides › ignores a labelKey where an id is required — 1.6s
• ✅ deployment navigation overrides › removes them even where RBAC is off — 1.6s

rbac-route-protection.spec.ts

• ✅ route authorization › a superuser reaches every sampled route and sees the full navigation — 13.0s
• ✅ route authorization › a single-module user is confined to that module — 9.0s
• ✅ route authorization › a read-only user gets the lists and not the forms — 11.0s
• ✅ route authorization › a user with an empty permission list is refused everywhere and the app still works — 8.3s
• ✅ route authorization › a session carrying no permissions field is treated as carrying none — 5.7s
• ✅ route authorization › an unrecognised permission code grants nothing — 4.9s
• ✅ route authorization › an unauthenticated visitor is asked to sign in, not told they are forbidden — 6.1s
• ✅ route authorization › a deployment with RBAC turned off behaves as it did before the guard — 6.9s
• ✅ the Access Denied page › says what happened, under a single heading — 4.0s
• ✅ the Access Denied page › moves focus to the heading, since the user did not ask to come here — 3.2s
• ✅ the Access Denied page › announces itself politely — 3.2s
• ✅ the Access Denied page › names the permissions the screen wanted, so the user can ask for them — 3.9s
• ✅ the Access Denied page › offers a way back that the user is allowed to take — 3.3s
• ✅ the Access Denied page › is reachable by keyboard alone — 3.2s
• ✅ permission feedback › a visible nav entry says what the user can do in that module — 1.4s
• ✅ permission feedback › a nav entry carries no hint when there is nothing specific to say — 2.2s
• ✅ navigation and routes agree › a hidden menu entry is also refused by URL, and a shown one is not — 5.0s
• ✅ navigation and routes agree › the create button is withheld from a user whose create route would refuse them — 4.1s

report-enhancements.spec.ts

• ✅ Report Enhancements, Pagination, and Help Tour › should run report, show paginated data, and download CSV — 4.1s
• ✅ Report Enhancements, Pagination, and Help Tour › should trigger guidance help tour and navigate steps — 2.5s

reporting.spec.ts

• ✅ Reporting › should display list of reports — 1.8s
• ✅ Reporting › should navigate to run report page — 2.0s

scheduler-jobs.spec.ts

• ✅ Scheduler Jobs bulk run › Run Selected is disabled until a job is checked — 3.8s
• ✅ Scheduler Jobs bulk run › Select All checks every job, and running confirms then triggers each one — 3.8s
• ✅ Scheduler Jobs bulk run › declining the confirmation runs nothing — 2.9s

two-factor-authentication.spec.ts

• ✅ two-step verification › asks for a code and lets the user in once it is accepted — 1.6s
• ✅ two-step verification › sends the token on every later request — 2.2s
• ✅ two-step verification › keeps the user on the step when the code is wrong, and says why — 1.4s
• ✅ two-step verification › accepts a correct code after a wrong one — 1.6s
• ✅ two-step verification › offers the choice when there is more than one channel — 1.4s
• ✅ two-step verification › says so when the account has no channel configured — 1.3s
• ✅ two-step verification › returns to the choice when the code could not be sent — 2.4s
• ✅ two-step verification › does not let a half-finished session reach the application — 3.1s
• ✅ two-step verification › backing out returns to the password form — 1.4s
• ✅ two-step verification › a deployment without a second factor signs in exactly as before — 1.6s

working-capital-loan-actions.spec.ts

• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › shows delinquency action history and submits a new one — 4.9s
• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › shows breach action history and submits a new one — 5.5s
• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › shows near-breach action history and submits a new one — 4.1s
• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › attaches and detaches a loan originator — 4.3s
• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › adds a new charge and waives an existing one — 4.7s
• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › shows rate-change history, amortization schedule, and delinquency range tags — 3.6s
• ✅ Working Capital loan delinquency, breach and near-breach actions, and originators › marks the loan as fraud, applies a discount, and changes the payment rate — 6.5s

Slowest 10 — what the shard counts should be tuned against

Test	Spec	Time
Loan product down payment and tranches › the rest interval appears only when the frequency is not the repayment period	loan-product-down-payment.spec.ts	14.1s
route authorization › a superuser reaches every sampled route and sees the full navigation	rbac-route-protection.spec.ts	13.0s
route authorization › a read-only user gets the lists and not the forms	rbac-route-protection.spec.ts	11.0s
route authorization › a single-module user is confined to that module	rbac-route-protection.spec.ts	9.0s
route authorization › a user with an empty permission list is refused everywhere and the app still works	rbac-route-protection.spec.ts	8.3s
route authorization › a deployment with RBAC turned off behaves as it did before the guard	rbac-route-protection.spec.ts	6.9s
Working Capital loan delinquency, breach and near-breach actions, and originators › marks the loan as fraud, applies a discount, and changes the payment rate	working-capital-loan-actions.spec.ts	6.5s
route authorization › an unauthenticated visitor is asked to sign in, not told they are forbidden	rbac-route-protection.spec.ts	6.1s
Group detail › closes a group with the reason id and a Fineract-formatted date	group-detail.spec.ts	6.0s
empty account tabs offer the matching creation action	client-empty-account-cta.spec.ts	5.9s

📼 Download the HTML report, videos and traces — see the playwright-report-mocked artifact.

_{Generated by run 34434183266 from 5daf031. The run executed a fork branch, so treat its contents as unverified.}

[github-actions]

E2E — real Fineract

🎭 E2E Tests

✅ All green — 77 passed · 0 failed · 0 skipped, across 23 spec files in 6m 49s.

By spec file

Spec	✅	❌	⏭️	Time
backend.setup.ts	3	0	0	6.3s
batch-api-operations.spec.ts	5	0	0	27.1s
center-servicing.spec.ts	2	0	0	17.8s
client-transfer.spec.ts	4	0	0	44.4s
deposit-account-servicing.spec.ts	3	0	0	26.0s
deposit-product-configuration.spec.ts	3	0	0	15.1s
group-membership.spec.ts	3	0	0	46.3s
loan-account-actions.spec.ts	3	0	0	21.6s
loan-charge-off.spec.ts	2	0	0	19.0s
loan-product-accounting.spec.ts	1	0	0	33.0s
loan-servicing.spec.ts	2	0	0	20.1s
login.spec.ts	4	0	0	5.6s
parity-screens.spec.ts	8	0	0	44.6s
rbac-backend-restricted-user.spec.ts	7	0	0	34.8s
rbac-multi-permission.spec.ts	9	0	0	55.0s
full-demo.spec.ts	1	0	0	1m 4s
loan-lifecycle.spec.ts	4	0	0	2m 2s
loan-schedule-type.spec.ts	3	0	0	34.2s
report-parameter-backend.spec.ts	4	0	0	23.0s
savings-transaction-correction.spec.ts	1	0	0	6.1s
share-account-servicing.spec.ts	2	0	0	18.3s
share-product-accounting.spec.ts	1	0	0	24.4s
teller-cash-management.spec.ts	2	0	0	36.2s

All 77 tests — click to expand

backend.setup.ts

• ✅ seed backend reference data — 2.2s
• ✅ seed backend reference data — 2.0s
• ✅ seed backend reference data — 2.2s

batch-api-operations.spec.ts

• ✅ Batch API Operations against Fineract › runs the sample batch scenario — create client, create loan, add and read back a charge — 5.2s
• ✅ Batch API Operations against Fineract › shows a parse error instead of submitting when the batch input is not valid JSON — 6.9s
• ✅ Batch API enclosingTransaction semantics against Fineract › rolls back the earlier steps when enclosingTransaction is true and a later step fails — 5.2s
• ✅ Batch API enclosingTransaction semantics against Fineract › does not roll back the earlier steps when enclosingTransaction is false and a later step fails — 5.3s
• ✅ Batch API Operations on a mobile viewport against Fineract › the sample batch scenario is reachable and works by touch at mobile width — 4.4s

center-servicing.spec.ts

• ✅ Center servicing › a center is activated, staffed and given a group — 13.2s
• ✅ Center servicing › notes are recorded against the center — 4.7s

client-transfer.spec.ts

• ✅ Client transfer between offices › a proposed transfer is held until the destination accepts, and then the client moves — 11.3s
• ✅ Client transfer between offices › a rejected transfer leaves the client on hold, and withdrawing is the way back — 11.7s
• ✅ Client transfer between offices › a client can be transferred in one step when the user may act for both offices — 10.8s
• ✅ Client staff assignment › an officer can be assigned and then removed — 10.6s

deposit-account-servicing.spec.ts

• ✅ Term deposit account servicing › an account is approved, activated and closed before maturity — 11.3s
• ✅ Term deposit account servicing › a deposit is recorded, listed, and reversed without leaving the list — 8.1s
• ✅ Term deposit account servicing › an application can be rejected instead of approved — 6.6s

deposit-product-configuration.spec.ts

• ✅ Deposit product configuration › a fixed deposit product survives being edited — 4.6s
• ✅ Deposit product configuration › a recurring deposit product can be created at all — 5.3s
• ✅ Deposit product configuration › a savings product carries its accounting configuration — 5.3s

group-membership.spec.ts

• ✅ Group membership and lifecycle › a group is activated, staffed, given members and a committee, then emptied — 19.3s
• ✅ Group membership and lifecycle › notes are recorded against the group and can be removed again — 8.4s
• ✅ Group membership and lifecycle › an empty group is closed with a reason, and a group with members is refused — 18.5s

loan-account-actions.spec.ts

• ✅ Loan account lifecycle actions › new action menu items appear only for active loans — 5.8s
• ✅ Loan account lifecycle actions › undo disbursal shows a confirm dialog and reverts the loan to Approved — 8.2s
• ✅ Loan account lifecycle actions › write off requires confirmation and moves the loan out of Active status — 7.5s

loan-charge-off.spec.ts

• ✅ Loan servicing commands › charges a loan off through the UI and reverses it — 9.8s
• ✅ Loan servicing commands › records a goodwill credit through the shared transaction form — 9.1s

loan-product-accounting.spec.ts

• ✅ Loan product accounting › a cash-accounting product is configured, round-trips on edit, and posts to the ledger — 33.0s

loan-servicing.spec.ts

• ✅ Loan servicing: notes and transaction adjustment › notes can be added and removed, with a confirm dialog on delete — 9.9s
• ✅ Loan servicing: notes and transaction adjustment › a repayment transaction can be viewed and adjusted with a corrected amount — 10.2s

login.spec.ts

• ✅ Login › login page displays correctly — 1.4s
• ✅ Login › login form has required fields — 1.4s
• ✅ Login › submit button is disabled when form is empty — 1.4s
• ✅ Login › submit button is enabled when form is filled — 1.4s

parity-screens.spec.ts

• ✅ Screens added for platform parity › a manual journal entry can be read whole and reversed — 6.2s
• ✅ Screens added for platform parity › an entry that is already reversed is not offered again — 4.6s
• ✅ Screens added for platform parity › a report definition can be created, edited and deleted; a core one cannot — 5.9s
• ✅ Screens added for platform parity › a core report opens read-only with only its in-use setting — 4.5s
• ✅ Screens added for platform parity › a pending loan is approved from the queue, in a batch — 7.0s
• ✅ Screens added for platform parity › a fixed deposit is listed as a deposit, not as a savings account — 4.9s
• ✅ Screens added for platform parity › an office has a screen, and it carries its custom fields — 5.1s
• ✅ Screens added for platform parity › a savings account carries notes, and the note survives a reload — 6.5s

rbac-backend-restricted-user.spec.ts

• ✅ a genuinely restricted Fineract user › holds exactly the permissions their role was granted — 218ms
• ✅ a genuinely restricted Fineract user › reaches the screen their permission covers — 5.2s
• ✅ a genuinely restricted Fineract user › is refused a screen their permission does not cover, by URL and by the backend — 4.7s
• ✅ a genuinely restricted Fineract user › is refused a write screen they can read the list for, and the write itself — 6.8s
• ✅ a genuinely restricted Fineract user › is not offered the actions it would be refused for — 3.8s
• ✅ a genuinely restricted Fineract user › is shown an action it cannot take, disabled and saying what it needs — 6.1s
• ✅ a genuinely restricted Fineract user › the superuser the rest of the suite uses is unaffected — 7.9s

rbac-multi-permission.spec.ts

• ✅ a route declaring more than one permission code (OR semantics) › is admitted by either declared code alone — 5.0s
• ✅ a route declaring more than one permission code (OR semantics) › is admitted by the other declared code alone — 4.4s
• ✅ a route declaring more than one permission code (OR semantics) › is refused when holding neither declared code, by the router and by the backend — 5.0s
• ✅ ALL_FUNCTIONS_READ, against the real Fineract permission catalogue › reaches read screens across modules it holds no specific code for — 8.4s
• ✅ ALL_FUNCTIONS_READ, against the real Fineract permission catalogue › is refused every write screen, and the writes themselves — 7.4s
• ✅ a restricted session across a real page reload › keeps the same permission boundary after reloading, not just after a fresh login — 9.5s
• ✅ a second real action-level gate, distinct from loan repayment › is shown the Approve action disabled and naming what it needs, refused by the backend too — 4.9s
• ✅ Security module writes (users, roles), against the real backend › reaches the list screens but is refused the write screens — 10.1s
• ✅ Security module writes (users, roles), against the real backend › is refused creating a user and modifying a role, by the backend itself — 288ms

full-demo.spec.ts

• ✅ Full feature demo recording › walk through loan schedule type, lifecycle, custom fields, collateral, and disbursement — 1m 4s

loan-lifecycle.spec.ts

• ✅ Loan lifecycle: creation, approval, disbursement › create, approve, and disburse a Cumulative loan — 31.7s
• ✅ Loan lifecycle: creation, approval, disbursement › create, approve, and disburse a Progressive loan — 33.1s
• ✅ Loan lifecycle: creation, approval, disbursement › an approved loan can be returned to pending approval — 29.7s
• ✅ Loan lifecycle: creation, approval, disbursement › the delinquency tab reads a real loan, and the empty data tabs stay hidden — 27.8s

loan-schedule-type.spec.ts

• ✅ Loan Schedule Type (Cumulative vs Progressive) › loan products list shows a schedule type chip per product — 9.0s
• ✅ Loan Schedule Type (Cumulative vs Progressive) › create a Progressive loan product end-to-end and verify it round-trips — 14.9s
• ✅ Loan Schedule Type (Cumulative vs Progressive) › loan creation shows the schedule type badge for a Progressive product — 10.3s

report-parameter-backend.spec.ts

• ✅ Dynamic report parameters against Fineract › keeps the parameter form available when a report has cascading lookups — 5.2s
• ✅ Dynamic report parameters against Fineract › changing Office changes the Client Listing row set — 6.5s
• ✅ Cascading report parameters against Fineract › sends the parent value to the child lookup and clears the child when it changes — 6.5s
• ✅ Chart reports against Fineract › renders a chart report as a chart rather than a table — 4.8s

savings-transaction-correction.spec.ts

• ✅ Savings transaction correction › a deposit is reversed and a hold is released — 6.1s

share-account-servicing.spec.ts

• ✅ Share account servicing › an account is approved, activated, traded and closed — 13.2s
• ✅ Share account servicing › an application can be rejected — 5.1s

share-product-accounting.spec.ts

• ✅ Share product accounting › a share product is mapped to equity and round-trips on edit — 24.4s

teller-cash-management.spec.ts

• ✅ Teller cash management › a cashier is listed, receives an allocation, and settles cash back — 24.0s
• ✅ Teller cash management › settling more than the cashier holds is refused and the form stays usable — 12.2s

Slowest 10 — what the shard counts should be tuned against

Test	Spec	Time
Full feature demo recording › walk through loan schedule type, lifecycle, custom fields, collateral, and disbursement	full-demo.spec.ts	1m 4s
Loan lifecycle: creation, approval, disbursement › create, approve, and disburse a Progressive loan	loan-lifecycle.spec.ts	33.1s
Loan product accounting › a cash-accounting product is configured, round-trips on edit, and posts to the ledger	loan-product-accounting.spec.ts	33.0s
Loan lifecycle: creation, approval, disbursement › create, approve, and disburse a Cumulative loan	loan-lifecycle.spec.ts	31.7s
Loan lifecycle: creation, approval, disbursement › an approved loan can be returned to pending approval	loan-lifecycle.spec.ts	29.7s
Loan lifecycle: creation, approval, disbursement › the delinquency tab reads a real loan, and the empty data tabs stay hidden	loan-lifecycle.spec.ts	27.8s
Share product accounting › a share product is mapped to equity and round-trips on edit	share-product-accounting.spec.ts	24.4s
Teller cash management › a cashier is listed, receives an allocation, and settles cash back	teller-cash-management.spec.ts	24.0s
Group membership and lifecycle › a group is activated, staffed, given members and a committee, then emptied	group-membership.spec.ts	19.3s
Group membership and lifecycle › an empty group is closed with a reason, and a group with members is refused	group-membership.spec.ts	18.5s

📼 Download the HTML report, videos and traces — see the playwright-report-backend artifact.

_{Generated by run 34434183266 from 5daf031. The run executed a fork branch, so treat its contents as unverified.}

[Aman-Mittal]

I will hold this one see #477 we can also add optional disclosure in PRs and also a policy that contributor is responsible for the AI generated code.

[zhangxinyao88]

I will hold this one … we can also add optional disclosure in PRs and also a policy that contributor is responsible for the AI generated code.

Understood. I’ll leave #525 in your hands while the discussion in #477 moves forward. I’ll focus on other projects for now, but I’m happy to revisit this if there’s a clear follow-up.

[Aman-Mittal]

@zhangxinyao88 You can do similar to apache/fineract#6366 (comment) here

[Aman-Mittal]

And also you can add dedicated AI disclosure like what tools they used harness etc . (Optional not mandatory)

[zhangxinyao88]

And also you can add dedicated AI disclosure like what tools they used harness etc. (Optional not mandatory)

Thanks, I’ve added the Backoffice version to this PR: the policy, optional tool/harness fields in the template, and a disclosure for this PR.

[Aman-Mittal]

lgtm