feat(working-capital): manage breach, near-breach, delinquency actions and originators

CONTRIBUTING.md

@@ -81,6 +81,13 @@ The same flow runs in CI via `.github/workflows/e2e.yml`. See
 [`DOCS/E2E_TESTING.md`](DOCS/E2E_TESTING.md) for writing specs, and prefer `data-testid`
 over element selectors so tests survive markup changes.
 
+Once the backend above is up, `npm run seed:demo-data` populates it with a representative
+dataset — an office, staff, a center, a group, an active loan, a loan pending approval, a
+savings account, a fixed deposit, a share account, a manual journal entry and two reports —
+for manual sanity testing rather than the narrow fixtures an individual spec builds for
+itself. It prints what it created. This is its own Playwright project (`demo-seed`), so it
+never runs as a side effect of the `backend` project in CI.
+
 ## UI Components
 
 The UI layer is **Ionic** (`@ionic/angular` v8), configured in `mode: 'md'`.

e2e/demo-data.setup.ts

@@ -0,0 +1,115 @@
+/*
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements.  See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership.  The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License.  You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied.  See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+
+/**
+ * Populates a freshly provisioned Fineract instance with a representative dataset for a
+ * human to click through — release-candidate sanity testing, a demo, a screenshot pass —
+ * rather than the narrow fixtures an individual spec builds for itself.
+ *
+ * Composed entirely from the existing seed-api.ts building blocks the specs already use and
+ * trust; this adds no new seeding logic of its own; it only sequences what is already there
+ * into one representative pass and prints what it made.
+ *
+ * Not part of any CI project's default run — this is a standalone project
+ * (`--project=demo-seed`) so it never executes as a side effect of `--project=backend`, and
+ * it does not depend on the `setup` project, so `npm run seed:demo-data` works on its own
+ * against a backend that has had nothing else run against it yet.
+ *
+ * Run with:
+ *   npm run seed:demo-data
+ *
+ * or, against a non-default backend:
+ *   FINERACT_SERVER_URL=/fineract-provider/api/v1 npm run seed:demo-data
+ */
+
+import { test as setup } from '@playwright/test';
+
+import {
+  createApiContext,
+  ensureReferenceData,
+  seedActiveLoan,
+  seedCenter,
+  seedChartReport,
+  seedClient,
+  seedCollateralProduct,
+  seedFixedDepositAccount,
+  seedGroup,
+  seedLoanCollateralType,
+  seedLoanDatatable,
+  seedManualJournalEntry,
+  seedOffice,
+  seedPendingLoan,
+  seedReportDefinition,
+  seedSavingsAccountWithTransactions,
+  seedShareAccount,
+  seedStaff,
+} from './utils/seed-api';
+
+setup('seed a representative demo dataset', async () => {
+  // Generous: this makes roughly twenty sequential API calls against a backend whose first
+  // requests after boot are already slow while caches warm.
+  setup.setTimeout(180000);
+
+  const api = await createApiContext();
+  try {
+    await ensureReferenceData(api);
+    await seedLoanDatatable(api);
+    await seedCollateralProduct(api);
+    await seedLoanCollateralType(api);
+
+    const office = await seedOffice(api, 'Demo');
+    const staff = await seedStaff(api, 'DemoOfficer');
+    const center = await seedCenter(api, 'Demo Center');
+    const group = await seedGroup(api, 'Demo Group');
+
+    const browsingClient = await seedClient(api, 'DemoBrowse');
+    const activeLoan = await seedActiveLoan(api, 'DemoActive');
+    const pendingLoan = await seedPendingLoan(api, 'DemoQueue');
+    const savings = await seedSavingsAccountWithTransactions(api, 'DemoSavings');
+    const fixedDeposit = await seedFixedDepositAccount(api, 'DemoFixed');
+    const shareAccount = await seedShareAccount(api, 'DemoShares');
+    const journalEntry = await seedManualJournalEntry(api, 'DemoJournal');
+    const chartReport = await seedChartReport(api, 'DemoChart');
+    const reportDefinition = await seedReportDefinition(api, 'DemoReportDef');
+
+    console.log(
+      [
+        '',
+        'Demo dataset ready. Sign in with the usual local admin credentials and look for:',
+        '',
+        `  Office               ${office.officeName} (#${office.officeId})`,
+        `  Staff                ${staff.staffName}`,
+        `  Center               ${center.centerName} (#${center.centerId}) — pending`,
+        `  Group                ${group.groupName} (#${group.groupId}) — no parent center yet`,
+        `  Client               ${browsingClient.displayName} (#${browsingClient.clientId})`,
+        `  Active loan          ${activeLoan.displayName} — #${activeLoan.loanId}, disbursed`,
+        `  Pending loan         ${pendingLoan.clientName} — ${pendingLoan.accountNo}, in the approval queue`,
+        `  Savings account      ${savings.clientName} — #${savings.savingsId}, one deposit + one hold`,
+        `  Fixed deposit        ${fixedDeposit.clientName} — #${fixedDeposit.accountId}, pending approval`,
+        `  Share account        ${shareAccount.clientName} — ${shareAccount.productName}, pending approval`,
+        `  Manual journal entry ${journalEntry.debitAccountName} / ${journalEntry.creditAccountName} — reversible`,
+        `  Chart report         ${chartReport.reportName} (Reports > Run Reports)`,
+        `  Report definition    ${reportDefinition.reportName} (System > Report Definitions)`,
+        '',
+      ].join('\n'),
+    );
+  } finally {
+    await api.dispose();
+  }
+});

e2e/global-search-nav-shortcuts.spec.ts

@@ -122,6 +122,30 @@ test.describe('Global search navigation shortcuts', () => {
     await expect(page).toHaveURL('/organization/offices');
   });
 
+  test('keeps the results open across the mousedown that starts a click, so a slow render cannot race the dropdown closed', async ({
+    page,
+  }) => {
+    await login(page);
+
+    await searchBox(page).fill('Offices');
+    await expect(offices(page)).toBeVisible();
+
+    // The bug this pins down: on a slow render, the searchbar's 150ms blur-triggered hide
+    // could fire before a click's mouseup landed, collapsing the list out from under the
+    // click and silently swallowing the navigation. `(mousedown)="$event.preventDefault()"`
+    // on each result stops the searchbar from blurring at all when a result is the click's
+    // target, so the list must still be open here even though the click has not completed.
+    const box = await offices(page).boundingBox();
+    if (!box) throw new Error('offices result not found');
+    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+    await page.mouse.down();
+    await page.waitForTimeout(200); // longer than the 150ms hide timeout
+    await expect(results(page)).toBeVisible();
+    await page.mouse.up();
+
+    await expect(page).toHaveURL('/organization/offices');
+  });
+
   test('withholds a shortcut the user has no permission to reach', async ({ page }) => {
     await login(page, ['READ_CLIENT']);
 

e2e/guidance-tour-dashboard.spec.ts

@@ -0,0 +1,99 @@
+/*
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements.  See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership.  The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License.  You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied.  See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+
+/**
+ * Cover for the dashboard tour's second step highlighting the wrong element.
+ *
+ * `targetSelector: 'ul'` on that step matched `document.querySelector('ul')`, which returns
+ * the FIRST `<ul>` in the DOM — the sidebar's own `<ul class="nav-list">`, which renders before
+ * the dashboard's main content. The step's copy describes the "System Overview & Status" card
+ * (a `.status-list`), so the tour scrolled to and outlined the sidebar instead of the thing it
+ * was actually talking about. Fixed by pointing the selector at `.status-list` directly.
+ */
+
+import { test, expect } from './fixtures';
+
+const TENANT = 'default';
+const USER = 'mifos';
+const PASSWORD = 'password';
+
+test.beforeEach(async ({ page }) => {
+  await page.route(/\/api\/v1\//, async (route) => {
+    await route.fulfill({ status: 200, contentType: 'application/json', body: '{}' });
+  });
+  await page.route('**/config.json*', async (route) => {
+    await route.fulfill({
+      status: 200,
+      contentType: 'application/json',
+      body: JSON.stringify({ fineractApiUrl: '/api/v1', defaultTenant: TENANT }),
+    });
+  });
+  await page.route('**/api/v1/authentication**', async (route) => {
+    await route.fulfill({
+      status: 200,
+      contentType: 'application/json',
+      body: JSON.stringify({
+        username: USER,
+        userId: 1,
+        base64EncodedAuthenticationKey: 'YmFzZTY0',
+        authenticated: true,
+        officeId: 1,
+        officeName: 'Head Office',
+        roles: [{ id: 1, name: 'Role', description: 'Role' }],
+        permissions: ['ALL_FUNCTIONS'],
+      }),
+    });
+  });
+  await page.route(/\/api\/v1\/businessdate/, async (route) => {
+    await route.fulfill({
+      status: 200,
+      contentType: 'application/json',
+      body: JSON.stringify([{ type: 'BUSINESS_DATE', date: [2026, 8, 16] }]),
+    });
+  });
+
+  await page.goto('/login');
+  await page.locator('#tenantId').fill(TENANT);
+  await page.locator('#username').fill(USER);
+  await page.locator('#password').fill(PASSWORD);
+  await page.getByRole('button', { name: 'Sign In' }).click();
+  await expect(page).toHaveURL('/dashboard');
+});
+
+test('highlights the System Status card, not the sidebar, on the dashboard tour', async ({
+  page,
+}) => {
+  await page.locator('.tour-btn').click();
+  await expect(page.locator('app-guidance-tour')).toBeVisible();
+
+  await page.getByRole('button', { name: 'Next' }).click();
+  // Scoped to the tour card specifically: the dashboard's own cards (Pending Approvals, Loan
+  // Status Distribution, etc.) each have their own ion-card-title too.
+  await expect(page.locator('.guidance-card ion-card-title')).toContainText(
+    'System Overview & Status',
+  );
+
+  // The sidebar's own nav list must never carry the highlight — that was the bug: the bare
+  // 'ul' selector matched it first because it sits earlier in the DOM than the dashboard.
+  await expect(page.locator('.nav-list')).not.toHaveClass(/guidance-highlight/);
+
+  // The dashboard's System Status card is the thing the step is actually describing, and it
+  // alone should carry the highlight.
+  await expect(page.locator('.status-list')).toHaveClass(/guidance-highlight/);
+});