💼 Fintech Coding Challenge: Configurable Investment Flow

Welcome to our technical challenge! This challenge is designed to simulate a real-world problem in our fintech platform. We are building a white-labeled investment platform for private markets, where each customer (platform) can define their own investment onboarding process.

This is not a simple CRUD app — it's an opportunity to show off your architecture, reasoning, and UX decisions using Rails + Hotwire (Turbo + Stimulus).

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🚀 Your Task

Build a configurable investment flow engine where each platform can define a custom sequence of steps for users to complete before submitting an investment.

🧩 Example Use Case

Platform A may ask:

1. Investment amount
2. Accept terms
3. Confirm

Platform B may ask:

1. Investment amount
2. Enter referral code
3. Agree to risk disclaimer
4. Confirm

Your app should dynamically render and validate these steps for each platform.

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🛠 Requirements

1. Platform and Step Configuration

Each Platform should have a set of ordered Steps, each with:

• title (string)
• component_type (amount_input, checkbox, disclaimer, text_input)
• Optional config (e.g. min/max amount, label text, etc.)

Platform configuration can be stored in:

• A seed file or YAML
• OR simple DB models (Platform, Step)

platforms:
  muench-crowd:
    steps:
      - type: amount_input
        title: "How much would you like to invest?"
        config: { min: 250, max: 10000 }

      - type: checkbox
        title: "Do you accept the terms?"
        config: { label: "I agree to the terms and conditions." }

      - type: disclaimer
        title: "Please confirm"
        config: { text: "This is a speculative investment. Capital is at risk." }

2. Dynamic Investment Flow

• Allow the user to choose a platform (or simulate with a dropdown)
• Dynamically render its investment flow step by step
• Use Turbo Frames to navigate between steps without full reloads
• Use Stimulus for inline validation and dynamic behavior
• Persist the form progress (in memory, Redis, or DB)
• Final step submits the investment (you can mock this)

3. 🧪 What We'll Evaluate

Area	What We’re Looking For
✅ Architecture	Can you model a dynamic flow engine cleanly?
✅ Turbo/Stimulus	Did you use Hotwire idiomatically and effectively?
✅ Code Quality	Is your code readable, organized, and maintainable?
✅ UX & Feedback	Is the user experience smooth, clear, and reactive?
✅ Reasoning & Design	Did you handle config options and edge cases well?

4. ⚙️ Tech Stack

This challenge should be built using:

• Ruby on Rails 8
• Hotwire (Turbo Frames, Turbo Streams)
• Stimulus.js
• Redis (optional, for state storage)
• Bootstrap or Tailwind (if you like)

You are free to use Sidekiq, Redis, or any testing framework you're comfortable with.

5. 📝 Bonus Ideas (Optional)

If you have time and want to impress:

• Support "go back" and "edit previous step" behavior
• Add real-time validation (e.g. live range check on investment amount)
• Allow platform configs to be imported from YAML in the admin
• Add test coverage for at least one component

🧑‍💻 Submission Instructions

1. Fork or clone this repository (or start your own public GitHub repo).
2. Commit your changes to the main branch (or a feature branch).
3. Push your solution and send us the link to the repo.
4. Please include a short NOTES.md file describing your thinking, trade-offs, or anything unfinished.

⏱ Timebox

We recommend spending no more than 4–8 hours on this challenge. This is not about completeness — it's about how you approach the problem.

🙌 Good luck!

We’re looking forward to seeing how you think and build. If you have any questions, feel free to reach out. -> e.mueller@portagon.com