Commit Graph
106 Commits
Author SHA1 Message Date
Attila BudaiandAdam Saghy 2047553366 FINERACT-2081: add api verification workflow 2026-02-23 15:43:14 +00:00
airajenaandAleksandar Vidakovic e4e0082872 FINERACT-1956: Add Antora skeleton structure and consolidate contributor guides 2026-02-17 14:12:25 +01:00
mariiaKraievskaandArnold Gálovics 5831cb3afd FINERACT-2412: Delayed Schedule Captures Documentation 2026-01-28 17:02:17 +01:00
Adam Monsen 3b2a5bcb30 FINERACT-2448: standardize on release ready, improve releases section
I want us to standardize on being "release ready". That is, we agree to do our best to keep incomplete features off `develop` and to keep the build passing.

As part of this change I also want to update the [VERSIONS section in the README](https://github.com/apache/fineract/blob/d093a089c9c13051eb8922100e38e44a3933fd9c/README.md#versions) to more accurately reflect how we do releases today.
2026-01-26 10:13:55 -08:00
Oleksii NovikovandAdam Saghy 1a2faa9c62 FINERACT-2413: Add re-amortization documentation 2026-01-15 13:33:52 +01:00
Peter KovacsandAdam Saghy e028a8b976 FINERACT-2421: [doc] Asset Externalization documentation 2026-01-15 10:13:06 +01:00
mariiaKraievskaandAdam Saghy ae3a740070 FINERACT-2421: [doc] Pause delinquency user documentation 2026-01-12 14:09:56 +01:00
Víctor RomeroandAdam Saghy 646291339c Revert "FINERACT-2422: standardize use of aging vs. ageing (#5302)"
This reverts commit 174da7d862.
2026-01-09 16:12:31 +01:00
Víctor RomeroandGitHub 174da7d862 FINERACT-2422: standardize use of aging vs. ageing (#5302) 2026-01-08 13:58:01 -06:00
Adam MonsenandArnold Gálovics 15c2facf99 FINERACT-2424: post 1.14.0 release docs cleanup
* Go analog for step 15, automation was broken.
* Fix two admonitions: I meant to use `NOTE`. `INFO` is not a valid admonition in asciidoc, so it just shows up as text.
2025-12-23 11:11:09 +01:00
Adam Monsen e1b0329748 port steps 10 & 11 to the ATR 2025-12-22 11:43:31 -08:00
Adam Monsen 30b25cdaa1 docs: adapt artifact checks to new ATR tool
We're already reaping rewards for using ATR (checks+voting+email support), and I want us to do both the old way AND the new way for now. I'll consider the old release process in "soft deprecation" as the ATR matures.
2025-12-22 11:02:32 -08:00
Adam Monsen f4aa11468d improve svn release staging/release instructions
All good. I tested these just now.

ATR so far does artifact checks & voting/email management.
Working with artifacts on the svn server is still our responsibility, for now.
2025-12-22 09:57:47 -08:00
Adam Monsen ad2be8ad1c doc: remove errant config
similar to 45404bafba

All asciidoctor config must be in `fineract-doc/src/docs/en/config.adoc`.

In this case `:sectnums:` re-starts ToC section numbering partway through the ToC.
2025-12-18 09:33:39 -08:00
Adam Monsen 0f6f182193 improve start release notes wording in step 3 2025-12-18 09:15:11 -08:00
Soma SörösandAdam Saghy de0dabd548 FINERACT-2354: [doc] Re-aging functional description 2025-12-08 09:53:44 +01:00
Mend RenovateandAdam Saghy 0d8ae9f4cf FINERACT-2181: Update dependency org.jruby:jruby-complete to v10 2025-11-25 13:04:03 +01:00
Mend RenovateandArnold Gálovics 0d1a542de1 FINERACT-2181: Update dependency org.yaml:snakeyaml to v2 2025-11-17 12:54:03 +01:00
Peter KovacsandArnold Gálovics 6f6a1d9ea2 FINERACT-1724: [doc] Downpayment user documentation 2025-11-17 08:36:53 +01:00
Adam MonsenandGitHub 4ea19469cb FINERACT-2397: update release manager docs post-1.13.0 release (#5116)
* release step 6: emphasize "re-run the command above"
* release step 9: link to Database Setup in e2e or integration section (currently links to e2e since `cucumber.adoc` precedes `integration.adoc` in `fineract-doc/src/docs/en/chapters/testing/index.adoc`)
* release step 10: improve rc verify instructions in voting email, based on https://lists.apache.org/thread/jk2qzjxc89hd1c8xzvhtmlbbj1m8ktbl - thread: "release process improvement (was: 🗳️ 1.13.0 for release)"
* release step 15: use current mission statement from top-level readme in release announcement email
2025-10-22 08:44:22 -06:00
Adam Monsen 95e6cea504 shorten/simplify gpg key sending commands
also: change <3> to match text above, omitting otherwise helpful 0x hex designation prefix
2025-10-13 09:40:15 -07:00
Adam Monsen e8673d5ff3 fix typos in step 9 re: running the binary 2025-10-13 09:19:15 -07:00
Adam Monsen 5d478f5fbb improve step 9 artifact verification gpg tips 2025-10-13 09:14:22 -07:00
Adam Monsen 513fbe1833 fix tarball explosion in release step 9 🧯 2025-10-11 17:17:32 -07:00
Adam Monsen ee55b4ef75 cucumber.adoc: fix list continuations
Fixes:

```
> Task :fineract-doc:asciidoctorPdf
chapters/testing/cucumber.adoc: line 409: list item index: expected 1, got 3
chapters/testing/cucumber.adoc: line 411: list item index: expected 2, got 4
chapters/testing/cucumber.adoc: line 418: list item index: expected 1, got 5
```

See https://docs.asciidoctor.org/asciidoc/latest/lists/continuation/#list-continuation
2025-10-11 17:17:31 -07:00
Adam Monsen cce46de767 further improve release steps 6 and 9
Originally I thought I was causing issues by running `./gradlew clean` separate from `./gradlew srcDistTar binaryDistTar`. If I did (or so I thought), a `fineract-provider/build/classes/java/main/git.properties` file was _sometimes_ not generated (the `generateGitProperties` task failing, misbehaving, or not even running? was the file getting deleted? no idea).

Unsure of the cause, at least I understand that file is supposed to end up at `BOOT-INF/classes/git.properties` in `fineract-provider-VERSION.jar` in the binary release tarball. Its contents are displayed at the `/fineract-provider/actuator/info` endpoint. I think that's more or less how it works, but I did not spend enough time on this to be certain.

Now I think it wasn't at all related to how I was running our Gradle tasks, but rather some nasty behavior in gradle-git-properties:

* https://github.com/n0mer/gradle-git-properties/issues/233
* https://github.com/gradle/gradle/issues/34177

Yuck. 🤢
2025-10-11 17:17:03 -07:00
Adam Monsen 6052ae60b4 release step 6: fix sanity check example 2025-10-10 14:33:47 -07:00
Adam Monsen 6f09c9425d improve staging doc and commands in release step 8 2025-10-09 10:58:08 -07:00
Adam Monsen 45404bafba doc: remove errant config but keep :sectlinks:
See 89e9cfcd7d

I think this was a typo. It's presumably changing the highlighter midstream and causing section numbering to start at the "Fineract Development Environment" chapter. But I really like `:sectlinks:` and I want to keep that! It's handy for sharing deep / sorta permanent links to specific sections (just click on any heading and copy the URL).
2025-10-09 10:29:07 -07:00
Adam Monsen 80c84af3a4 clean during artifact build release step 6
I think the `clean` task is important here, Felix and I were seeing
issues with jar filenames with incorrect version numbers. His work on
FINERACT-2341 may have fixed whatever was causing it, but let's
also/still do the `clean` before building release artifacts / candidates
just to be safe.
2025-10-09 10:29:00 -07:00
Adam Saghy 89e9cfcd7d FINERACT-2386: Journal entry aggregation capabilities 2025-10-03 11:07:12 +02:00
Attila BudaiandAdam Saghy cb7ead208f FINERACT-1724: Document integration and e2e testing in fineract 2025-10-01 12:14:57 +02:00
Adam Saghy 7f07c0afce FINERACT-2326: Upgrade asciidoc dependencies 2025-09-18 20:55:01 +02:00
CsengeSótiandArnold Gálovics fa9c7b9364 FINERACT-1984: OAuth2.1 2025-09-12 14:58:37 +02:00
budaidevandGitHub fdcb013e7a FINERACT-2326: documenting loan charge (#5009) 2025-09-04 11:48:58 -06:00
Adam MonsenandArnold Gálovics 8f3ad9c092 FINERACT-2349: final 1.12.1 release doc updates
Tidy up docs post-1.12.1 release, alongside updates to https://cwiki.apache.org/confluence/display/FINERACT/
2025-08-21 18:16:53 +02:00
Oleksii NovikovandAdam Saghy b9a75cf9cc FINERACT-2279: Add contract termination documentation 2025-08-19 13:20:51 +02:00
Soma SörösandAdam Saghy 87c0a02402 FINERACT-2326: [DOC] Interest rate change documentation 2025-08-13 14:37:48 +02:00
adam.magyariandAdam Saghy 53d9790c8c FINERACT-2338: Allow backdated interest change on progressive loans - documentation 2025-08-11 15:09:56 +02:00
mark.vituskaandAdam Saghy 93ef69abb1 FINERACT-2317: Add documentation for approved amount modification endpoints 2025-08-08 09:57:31 +02:00
Adam Monsen 67272d1aea FINERACT-2336: improve asciidoc post-1.12.1 release
* update release notice years in NOTICE_RELEASE and NOTICE_SOURCE
* step 5
  * simplify mention of tests: "Ensure all tests pass for this commit both in CI and locally"
  * recommend GPG signing annotated release tag
* step 8: improve svn commands
  * This way is simpler and more efficient, especially with a bunch of release candidate dirs in the staging area.
* step 10: mention need to test rc before +1 vote -- See:
  * https://www.apache.org/legal/release-policy.html#release-approval
  * https://www.apache.org/legal/release-policy.html#approving-a-release
* step 12: only PMC members can upload releases
* step 13: simplify & explain "finalize branch" instructions
  * Document what worked for me for 1.12.1.
  * I didn't need to create the extra `merge-$VERSION` branch and do the recursive merge.
* document how asciidoctor upgrade is blocked
  * see "official docs - deps stuck" thread on fineract dev mailing list
  * https://lists.apache.org/thread/7mmsj13spb11vgz0z38fhwgzwtq03brr
  * can't upgrade to 4.x because of one of these:
    * https://github.com/asciidoctor/asciidoctorj-pdf/issues/25
    * https://github.com/jruby/jruby/issues/5573
    * https://github.com/asciidoctor/asciidoctorj-pdf/issues/16
* improve asciidoc config - opt for simplicity where the complexity adds nothing
  * compat-mode is off by default, no need for it here
  * default optimization should be fine
  * media should have been screen | print | prepress, just leave it as default instead
  * page size? I really don't think this is going to be printed much, just go with default
  * PDF version 1.8 is invalid, just use the default unless we someday have a good reason to pin this
  * reduce copyright years sources of truth
  * see also: https://docs.asciidoctor.org/pdf-converter/latest/asciidoc-attributes/
* remove unnecessary asciidoctorj 3.0.0 version string -- no need to pin this
* remove prompt character from Bash shell examples
  * it isn't properly syntax-highlighted and it looks confusing with line numbers (which we might want to add)
  * it isn't necessary
  * the prompt character ("%" in this case) is not typically included in shell code examples because it makes it harder to copy and paste shell code examples
  * $ is likely more common than % (at least on Debian/Ubuntu), but either way I'd say exclude it
* fix source code syntax labels - use "bash" only when it is actually Bash shell code
* persistence.adoc
  * fix broken enumerated list
    * resolves these warnings seen with, e.g.: `gradle --info doc`
    * `Jul 27, 2025 8:26:48 PM uri:classloader:/gems/asciidoctor-2.0.10/lib/asciidoctor/parser.rb parse_list_item`
    * `WARNING: chapters/architecture/persistence.adoc: line 104: list item index: expected 1, got 2`
    * `Jul 27, 2025 8:26:48 PM uri:classloader:/gems/asciidoctor-2.0.10/lib/asciidoctor/parser.rb parse_list`
    * `WARNING: chapters/architecture/persistence.adoc: line 110: list item index: expected 1, got 3`
  * fix wrapping (we use hardbreaks)
  * fix typo: `s/plane text/plain text/`
* switch to rouge syntax highlighter - it handles more source languages
* fix broken long shell code lines
* fix .avro file syntax highlighting (it's JSON)
* configuration-gpg.adoc
  * fix accidental block continuation
    * One little plus sign was making `= Email` appear verbatim in rendered output because it was interpreted as a list continuation.
    * See https://docs.asciidoctor.org/asciidoc/latest/lists/continuation/#list-continuation
  * recommend more secure keys
  * add a line continuation for an enumerated list
* architecture-overview.puml: remove this unused (likely a "Hello World") diagram
* release-schedule.puml: fix pluralization of days
  * purely aesthetic: doesn't affect chart rendering
* fix src/bin/binary tarball name typos
  * missed a few in e090da2a01
* fix release branch name
  * must match `release/{revnumber}`, per gitVersioning stanza in top level build.gradle
* harden.adoc: fix broken link to CISA
* fineract-doc/build.gradle
  * ensure HTML task has diagrams and images availble
2025-08-07 07:02:10 -07:00
Oleksii NovikovandAdam Saghy ebda7cee4b FINERACT-2311: Add buydown fees documentation 2025-08-07 14:52:47 +02:00
Oleksii NovikovandAdam Saghy 68474e250d FINERACT-2232: Add capitalize income documentation 2025-08-06 14:27:28 +02:00
Jose Alberto HernandezandArnold Gálovics 7452ea2552 FINERACT-1932: Fineract modularization - fineract-cob 2025-07-29 21:46:39 +02:00
Adam Monsen e090da2a01 FINERACT-2335: don't rename release tarballs
Release tarballs are currently renamed (without changing the contents): apache-fineract-src-1.12.1.tar.gz becomes apache-fineract-1.12.1-src.tar.gz . The former matches the exploded directory name, the latter does not. The difference is subtle but meaningful... I strongly prefer the former because it's less surprising / more common, and easier to work with from scripts.

There's no functional difference, this should only impact aesthetics.

I did also shorten `binary` to `bin` so release artifact name lengths match.
2025-07-28 11:04:23 -07:00
Arnold GalovicsandArnold Gálovics a76c189a04 Revert "FINERACT-2181: Some tweaks in the gradle build to ensure correct task processing"
This reverts commit 6cb60f48
2025-06-20 21:53:28 +02:00
Adam Monsen f28d252f17 FINERACT-2310: collate and improve security documentation
* fix various typos, spacing, formatting issues
* fix links to legacy docs in API docs
* update keycloak oauth dev instructions
* update default oauth URL for latest Keycloak
* use consistent quoting in oauth docs (single quotes)
* use asciidoc auto-enumerated lists whenever possible
* migrate security topics from readme into asciidoc: oauth, 2FA, HTTPS
* move :hardbreaks: setting to config file so all config settings are in one place. (I think it's fine that `license.adoc` will use hardbreaks -- that's how the plain text version is formatted so it should look more familiar)
* add intro to security chapter
* migrate in Securing Fineract wiki content from https://cwiki.apache.org/confluence/display/FINERACT/Securing+Fineract
* just say "oauth" (not "oauth2") to conform terminology throughout docs -- OAuth 2.0 is just the latest version
* cross-ref HTTPS section from Securing Fineract
* reposition hardening options as tips
* see also: https://lists.apache.org/thread/81qdxttffp6wn23c48zvk93hc13373qv
* simplify/clarify example oauth curl requests
  * Testing just now and I didn't need --location.
  * Also I imagine folks will need --insecure with the self-signed default cert in dev.
* don't change default oauth URL
  * no surprises for existing deployments
  * clarifies the keycloak v26 example
2025-06-16 15:12:55 -07:00
Soma SörösandAdam Saghy caf42f733c FINERACT-2304: Create Configuration assembler and move resilience4j props into fineract namespace implement proper retry for SynchronousCommandProcessingService and BatchApiServiceImpl 2025-06-06 14:03:11 +02:00
Adam Monsen c5275cbd34 FINERACT-2306: release doc fixes
* docs: link directly to FINERACT-873 and shorten it for brevity / clarity
* fineract plugin:
  * print email, don't send (WIP, but I might keep this... I prefer manually sending emails for now.)
  * support different release date and release branch date

I originally modified EmailService (disabling the actual email sending by just commenting it out) but I reverted that change per discussion with Ádám Sághy. You won't see this in the squashed final commit so I'm mentioning it here for posterity.

Ádám wrote:

> Is there a reason to remove the email sending?

I replied:

> Great question. I did think about this for a bit. I should have been more transparent about my intent. Allow me to explain.
>
> For the 1.12.0 release process I used the groovy code to generate email templates, but I wanted to edit the emails before sending so I disabled this line, and intentionally left it so, figuring I'd be the one using and [hopefully minimally] maintaining it for now.
>
> The Fineract (release) plugin appears to be more or less unmaintained for about 2 1/2 years now (save the semiautomated dependency updates). Looking at the code and history, I assumed I was the only one that would be using it now and in the near future. It also struck me how most everything it does is primarily to work around antiquated Apache release process steps that are not necessarily what we want for Fineract. Personally I think the Fineract release plugin should be simply replaced by a better release process.
>
> I think I'll add a comment there, and of course I welcome your feedback.
>
> Anyway yeah, my intent here was simply to do the simplest, safest, and most useful change here so I could keep this release plugin limping along until we improve the release process itself. No disrespect to @vidakovic and @vorburger and whomever else poured love into this code over the years. Perhaps the options for releasing Apache code have improved since then?
>
> Today we can of course do better (e.g. just let GitHub help us release with far fewer clicks/steps).
>
> Also I am not proposing we change the release process today or even soon. Maybe in a quarter or two I'll propose changes, if/when there seems to be political will around that.

Ádám replied:

> hmm... i am not particularly mind if you are reworking the release process, but i think having a "send" step which was meant to sending a mail but now the actual sending got commented out is misleading, no?

I replied:

> Yep, you're right. I think I'll just back out this change because I agree with you it's bad to just leave the send() call commented out without any other changes.
2025-05-30 09:12:44 -07:00
Adam Saghy 6cb60f48fc FINERACT-2181: Some tweaks in the gradle build to ensure correct task processing 2025-05-25 22:12:22 +02:00