SaFi Bank Space : Development Roadmap for 2023 - First Half

Business Owner	Lukas Civin
Product Manager
Development Team	zhenghong.li (Unlicensed) Kobe Wang (Unlicensed) Jevan Wu (Unlicensed) User e8658 User 7d67e User 2f2b4
Due	March 2023
Status	IN PROGRESS

Kanban Instead of Scrum

Kanban: https://safibank.atlassian.net/jira/software/c/projects/SAF/boards/48

Reports: CFD instead of scrum BurnDown chart: https://safibank.atlassian.net/jira/software/c/projects/SAF/boards/48/reports/cumulative-flow-diagram?swimlane=71&swimlane=72&column=373&column=374&column=375&column=376&from=2023-01-01&to=2023-01-31

Task prioritization

Priority	Task Types
#1	Business requirements & blocking bugs
#2	Medium bugs
#3	NFRs - Non functional requirements
#4	Testing

Effort Estimation

With Kanban, we don’t use story points or man hours to estimate the task effort. Rather, we use the number of tasks we can finish in a short iteration (one week currently), and we call the number the pace of the team. Because we just switch to Kanban, and as what we know from the past two weeks, the temporary pace for us is between [16, 20]. Ideally, a task should take less than or equal to 4 hours; but it’s not always the case. We’ll get a steady pace after this transitional period.

Monitoring

Item	URL
Logs	https://grafana.monitoring.brave.safibank.online/explore?orgId=1&left={"datasource":"P8E80F9AEF21F6940","queries":[{"refId":"A","datasource":{"type":"loki","uid":"P8E80F9AEF21F6940"},"editorMode":"builder","expr":"{container%3D\"loan-manager-brave\"} \|%3D ``","queryType":"range"}],"range":{"from":"now-1h","to":"now"}}
Tracing	https://grafana.monitoring.brave.safibank.online/explore?orgId=1&left={"datasource":"P214B5B846CF3925F","queries":[{"refId":"A","datasource":{"type":"tempo","uid":"P214B5B846CF3925F"},"queryType":"nativeSearch","serviceName":"loan-manager-brave","spanName":"HTTP POST"}],"range":{"from":"now-1h","to":"now"}}&right={"datasource":"P214B5B846CF3925F","queries":[{"query":"35cfc137ce8ff79d42b2ec0de23ff8e8","queryType":"traceId","refId":"A"}],"range":{"from":"1673350181736","to":"1673353781736"}}
Metrics	https://grafana.monitoring.brave.safibank.online/d/backend_system_dashboard/backend-system-dashboard?orgId=1

SonarQube for Testing: https://sonarqube.safibank.online/projects?search=loan-manager
Milestones

MVP Features

Category	Epic/Story	Status	Deadline
Anti-fraud ticketing tool	SAF-1051 - Provide an anti-fraud ticketing tool to create tickets in Jira Backlog	BACKLOG	Feb. 28
Get a personal loan above limit	SAF-994 - Get a Personal Loan above limit Backlog	BACKLOG	Feb. 28
Get overdraft above limit	SAF-993 - Get Overdraft above limit Backlog	BACKLOG	Feb. 28
Disclosure statement of personal loan	SAF-341 - Disclosure statement for personal loans Blocker	BACKLOG	Feb. 28
Repay personal loan on time	SAF-988 - Repay a Personal Loan on time Backlog	BACKLOG	Feb. 28
Unit Testing	SAF-375 - Add unit tests for the loan manager Backlog	IN-PROGRESS	Feb. 28
Component Testing	SAF-418 - Add component tests to the loan manager Backlog SAF-836 - Write test cases for the posting library - python & smart contract part Backlog SAF-617 - Improve Feature Loan Coverage Done SAF-989 - Add "end_to_end" deployed smart contract test for loan account closure Backlog	IN-PROGRESS	Feb. 28
Smart Contract Leftovers	SAF-364 - Loan smart contract refactor / improvements / bugs Backlog		Feb. 28
Bugs	SAF-1072 - This epic keeps track of all the bugs Backlog SAF-1026 - Investigate overdraft workflow problems Done SAF-680 - Alway loading after do loan partial repayment (fewer monthly payments) Done SAF-640 - Personal loan data not match Done SAF-574 - Switch slacker card validation endpoint to brave and do integration test Done SAF-507 - FE: Taking slider of personal should be rounded Done SAF-436 - Money decimal incorrect comparison inside prepareRepaymentInternal Done SAF-354 - Debug page is not working because of external resource Done SAF-814 - Upgrade the ticket manager api client version in slacker manager Done SAF-363 - The synchronous Google API is used in asynchronous context Done SAF-697 - Kafka connector startup issues Done SAF-913 - Get risk score got an error Done SAF-688 - No LoanUpdatedEvent sent out when a customer fails to repay a loan Done SAF-323 - Unactivated accounts can apply for Overdraft Backlog SAF-320 - FE: OD in delay: repay now button's text colour Done SAF-656 SAF-1045 - BE: investigate why the interest rate for all personal loan requests is 1.138 Done SAF-321 - Fix the unit tests of loan smart contract Backlog SAF-1046 - FE: UI \| Mobile \| iOS \| Repaying loan results in error Done SAF-364 - Loan smart contract refactor / improvements / bugs Backlog SAF-353 - SC: CLU busy waiting for plan / account migrations Backlog SAF-1048 - Requesting partial repayment close to full repayment is causing internal server error Done SAF-1049 - UI \| Mobile \| Android \| Transactions - Forever Loading On Availing Personal Loan Done SAF-1050 - UI \| Mobile \| Android \| Transactions - Forever Loading On Repayment Of Personal Loan Done SAF-508 - BE: loans and repayments are not in transaction list Done SAF-664 - change the check logic of fully repayment when do early fully repayment with prepaid amount equals the outstanding debt Cancelled	IN-PROGRESS	Feb. 28
NFRs	SAF-357 - [NFR] Use common generated Kafka helpers - Loans squad Done SAF-316 - sc send kafka event need to add idempotency key Done SAF-400 - [NFR] Input sanitization - Loans squad Backlog SAF-356 - [NFR] Data privacy - endpoint exposure - Loans squad Backlog SAF-835 - Integrate the posting library - kotlin part Backlog SAF-330 - Debt manager with postings library integration Backlog SAF-350 - Integration of common idempotency lib Backlog	IN-PROGRESS	Feb. 28
Figma alignment	SAF-837 - FE: align loan and overdraft related screens with the latest Figma (0.4) timeline Backlog	IN-PROGRESS	Feb. 28
Enhancements & Tech debts	SAF-318 - Hive Watch Implementation in Loans Journey Done SAF-504 - refactor: try to remove Transactional.TxType.REQUIRES_NEW Backlog SAF-989 - Add "end_to_end" deployed smart contract test for loan account closure Backlog SAF-454 - Remove the BE pre-approved limit cache Backlog SAF-342 - Legal info during personal loan application Backlog SAF-366 - Using Decimal with sums and start_value Backlog SAF-368 - Client transaction ids Backlog SAF-369 - Loan closed later than a month after last installment does not get closed - repeats scheduled postings Backlog SAF-370 - GitHub CI for automatic tests run within PR Backlog SAF-371 - Map merged SC version automatically to latest smart contract SDK Backlog SAF-372 - Add Black to python code Backlog SAF-373 - Add account Tside's support to unit tests / ledger Backlog SAF-458 - loan-manager: remove method level cache for getPreApprovedOverdraftLimit and getApprovedLoanLimit Backlog SAF-820 - Create common pattern for bank transaction codes Backlog	BACKLOG	Feb. 28

Public Launch Features

Category	Epic/Story	Status
Integrate Collections	SAF-990 - Integrate Collections w Loans Backlog SAF-362 - Post penalty fee to delayed PL Backlog SAF-374 - Call dispositions from Loxon in BOFE communication history Backlog SAF-383 - Mark last contact from collections (Loxon) Backlog SAF-384 - Notes from Loxon in BOFE communication log Backlog SAF-385 - Collections flag from Loxon in BOFE Backlog SAF-386 - Penalty waiver from Loxon in BOFE Backlog SAF-387 - Collection assignments in BOFE Backlog SAF-388 - Write-Off process in BOFE Backlog	BACKLOG
Internal account and transaction structures	SAF-999 - Internal accounts and transaction structure Backlog	BACKLOG
Atome - Shared credit line	SAF-992 - Atome - shared credit line Backlog
Atome - QR scan payment flow	SAF-995 - Atome - QR scan payment flow Backlog	BACKLOG
Atome - Direct Debit BNPL payment	SAF-996 - Atome - Direct Debit BNPL Payment Backlog	BACKLOG
Atome - Onboarding	SAF-997 - Atome - Onboarding Backlog	BACKLOG
Atome - Frontend integration	SAF-998 - Atome - Frontend integration Backlog	BACKLOG

SaFi Bank Space : Development Roadmap for 2023 - First Half

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