SaFi Bank Space : Engineering handover - Referrals & Accounting

Work in progress

This is the list of what should be handed over (checked by SaFi side after handed over), and also it is a good agenda for the handover meeting:

Jira - how is the work managed, how to work with it
Confluence - how is documentation structured, a brief overview
3rd parties - what, for what, where it is documented
Contact persons/channels - for 3rd parties, products, …
Credentials - where are they, how are they managed
Dev level test - what is covered, what not, where to put the focus, where to be careful
Bugs/VAPT findings - which are there for SaFi to pick up
Planned development for MVP - what we were planning to do till the end of January (NFRs, tests, tech debt…)
Ownership handover

Squad Stakeholders
tech leadership (who shall be the person from SaFi’s side if it is already clear)
consult their idea of ownership in the team (if nothing is missing)
cancelation of our meetings and let SaFi create their own invites

For developers (workshop, and maybe they already know):

code structure
microservices - important microservices and connections for the squad
3rd parties of the squad - how they work, pitfalls,
tooling - linters, how to run it locally, how to run tests…
business logic - short intro to business logic and what is the business scope of the squad and what not

Jira

Board: https://safibank.atlassian.net/jira/software/c/projects/SM/boards/18/backlog?quickFilter=70

All stories and subtasks for this sub-squad had either Referrals or Accounting label attached in addition to standard component variable.

Confluence

Root of documentation: Referrals (TODO: Accounting link)

3rd parties

For Referrals there are no 3rd parties, for Accounting we have NetSuite as accounting system which we are integrating with. Implementation is in progress (started during sprint 15) thus there is no documentation for this. Only information we have were recorded during workshop session with ITG (provider) and is in Lark channel ITG x VL Integration Workshop.

Contacts

Slack channels

squad-accounts-finance - squad channel
squad-accounts-knowledge - channel for questions during hand-over
squad-accounts-finance-code-review - channel for requests for review of urgent PRs.

Lark channels related to accounting integration

ITG x VL Integration Workshop - discussion with accounting system provider, recordings of workshops
Netsuite Integration Internal Alignment (ELT) - our internal channel for discussion with BO.
Product: Finance - general Finance channel for communication with the management regarding this topic.

Credentials

We use only credentials from NetSuite. They can be generated in NetSuite web interface and will be stored in Vault (not done yet).

Currently we have access to web interface for NetSuite sandbox but they are bound to our companies e-mail addresses. Please ask for new access in ITG x VL Integration Workshop Lark channel.

Dev level test

referral-manager

Test coverage is quite good, only thing that do not have tests is AuditLogMessagingServiceImpl.kt
Not enough coverage by Component tests - I would suggest adding it
Integration tests with TM - This service is using two postings. I would strongly suggest adding it if they will be available.

netsuite-gateway

No tests, we started with implementation in sprint 15.

Bugs/VAPT findings

Not known any.

Planned development for MVP