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Institution directory and connection guides QA

Branch: institution-guides-refresh Base: origin/staging at 14c3a3eb81f631abcac5ccf91901afe5fd65b0a1

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Scope

  • /institutions
  • 27 explicit /help/connect-* routes rendered from the shared catalog in lib/institutions/catalog.ts
  • Existing E*TRADE, Interactive Brokers, and Morgan Stanley guides
  • Current staging PublicStatusBanner, SiteTopNav, and SiteFooter
  • Scoped institution theme based on the staging blog redesign
  • Canonical metadata, index/follow directives, Open Graph and X metadata, JSON-LD, and sitemap entries
The directory contains 30 unique guide destinations. Twenty-seven use explicit route files and a shared catalog-backed renderer, while the three existing guides retain their static routes. There is no wildcard /help/[slug] route, so existing and future non-institution help pages remain outside this feature.

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Logo provenance

Twenty-seven logo files are the original PNG bytes displayed by Plaid’s public Sandbox Link institution picker. Their paths, institution IDs, byte sizes, and SHA-256 hashes are recorded in docs/INSTITUTION-LOGO-SOURCES.json; all 27 files were re-hashed successfully during this QA pass. Plaid did not render an exact logo for Vanguard, Merrill, or Interactive Brokers in that public picker. Those three use existing repository assets and are documented as fallbacks rather than represented as Plaid downloads. Every logo is rendered with object-contain on a white canvas so dark or transparent brand artwork remains legible in the dark editorial design.

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Automated verification

The first production build attempt exhausted Node’s default 4 GB heap during the repository-wide webpack compile. The final 8 GB build passed after supplying non-secret local placeholder values for the existing service clients that are constructed during route collection. No live service was contacted. The build generated all 505 static pages, including the 27 catalog-backed institution guides.

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Browser verification

Browser checks cover desktop and mobile layouts, directory filtering, every guide route, image load state, page overflow, framework overlays, console errors, navigation/footer presence, metadata output, and screenshots of the directory plus representative catalog-backed and static help pages. Axe could not automatically resolve the color contrast of the existing global sign-up button because its background is a gradient; it reported that check as incomplete rather than a violation. Screenshots were captured at 1440 px and 390 px widths for the directory, a catalog-backed guide, and the E*TRADE static guide.

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Silvia navigation skill

The companion update for CFO-Silvia/skills is checked in as docs/patches/institution-guides-navigation.patch. It was validated against skills origin/main at 6d7068d44a7d9238b91c7b4cdf30573dc501b673 with git apply --check --unidiff-zero. The available GitHub identity has read-only access to that repository, and the organization disables forks, so a maintainer must apply the patch, open the companion PR, and deploy the merged skill to the silvia-skills S3 bucket.