Organization Portal Capability Matrix
Last refreshed: 2026-04-08
Evidence Base
- Route tree:
emali2-frontend/apps/org-console/src/App.tsx
- Org API contract:
emali2-frontend/apps/org-console/src/services/orgApi.ts
- Live browser smoke:
pnpm -C emali2-frontend smoke:org
- Current test portal:
https://org.test.emali2.damplabs.com
Status Key
Live E2E: implemented and working end to end in the current environment.Live w/ Restriction: UI and backend contract exist, but access is role-gated or operationally constrained.Hybrid / Mock: partially real, but still relies on mock or fallback behavior.Roadmap: not yet implemented or still intentionally placeholder.
Org Console
| Module |
Status |
Notes |
| Authentication and org shell |
Live E2E |
Organization-linked login and post-login shell load successfully on the test portal. |
| Dashboard |
Live E2E |
Uses the org-perspective transaction contract with the same default 30-day window as the Transactions page. |
| Transactions |
Live E2E |
Default state now uses /api/v1/org/transactions/search-v2; falls back to compatibility search only if v2 is unavailable. |
| Agents |
Live E2E |
Agent directory, detail, and hierarchy routes are backend-driven. |
| Organizations / Units |
Live E2E |
Organization-unit directory and detail flows are live-backed. |
| Branches / Comparison |
Live E2E |
Branch analytics and comparison routes load against live APIs. |
| Wallet |
Live E2E |
Wallet summaries and balance pages are backend-backed. |
| Reports |
Live E2E |
Finance reporting uses journal, trial balance, and balance-sheet endpoints. |
| Approvals |
Live E2E |
Approval queue and dashboard are live-backed. |
| Team / Roles |
Live E2E |
Team management and role inventory use organization user and assignment endpoints. |
| Invoices / Payouts |
Live E2E |
Both routes load and execute against live services. |
| Security / 2FA |
Live E2E |
Identity-backed 2FA routes are wired to live profile security endpoints. |
| Settlements |
Live w/ Restriction |
Route and detail pages are implemented, but capability contract currently marks settlement management restricted for the tested org roles. |
| Performance |
Live w/ Restriction |
Core metrics are live; settlement-specific metrics degrade to a restricted state when settlement capability is absent. |
| POS Backoffice |
Live w/ Restriction |
Intentionally a launchpad/handoff to merchant operations, not a native org-console module. |
| Bank Simulator |
Live w/ Restriction |
Available for non-production bank-transfer simulation only. |
Adjacent Portals
| Module |
Status |
Notes |
| Admin Console |
Hybrid / Mock |
Several modules are live, but settlement/support/ledger/reconciliation/onboarding paths still contain mock or fallback behavior. |
| Reporting Portal |
Hybrid / Mock |
Live smoke exists, but report data and parity still rely on mixed live/mock sources. |
| System Admin Console |
Hybrid / Mock |
Core service layer remains mock-backed. |
| Dev Portal |
Hybrid / Mock |
Mock mode remains a first-class path in the current implementation. |
Current Follow-Up Priorities
- Fix RBAC and environment drift so
orgadmin1, org1, and pnpadmin do not silently collapse into the same effective account context unless intentionally configured.
- De-restrict or explicitly re-scope settlement access for the intended organization roles.
- Replace remaining mock-heavy modules outside org-console with live contracts where backend coverage already exists.