# Project Status — Invest Copilot

## Overview
- **Phase 1: Foundation** — ✅ COMPLETE
  - 6 design docs (vision, architecture, data model, domain model, open design integration, phase 1 plan)
  - Docker compose (PostgreSQL/TimescaleDB, Redis, MinIO)
  - Data pipeline scripts (price ingestion, SEC filings, sector rotation)
  - Shared types, OpenAPI spec, CI/CD, design tokens

- **Phase 2: Implementation** — ✅ COMPLETE
  - **Backend (FastAPI BFF)** — 49 files
    - Core: main.py, config, database, cache, storage
    - Models: price, stock, watchlist, strategy, screener, sector_rotation, sec_filing, insider_trade, alert
    - Schemas: Pydantic response models for all entities
    - Routers: 14 endpoints (search, stocks, prices, sec_filings, insider_trades, peers, sentiment, watchlists, strategies, screeners, sectors, alerts, stream)
    - Services: PriceService, SecService, SentimentService, RotationService, ScreenerService
    - Tasks: ingest_prices, ingest_sec, sector_scan
    - 14 API endpoints matching OpenAPI spec

  - **Frontend (Next.js 15 PWA)** — 49 files
    - Layout: Sidebar (6 nav items), Header (search bar)
    - Dashboard: Portfolio summary cards, sector heatmap, watchlist table, alerts feed
    - Stock detail: Profile, price chart (lightweight-charts), SEC filings, insider trades
    - Watchlists: CRUD with sidebar selection
    - Strategies: Grid of strategy cards with backtest results
    - Screeners: ScreenerBuilder + ScreenerResults
    - Sectors: Sector heatmap + detailed rankings
    - Alerts: Filterable alert feed
    - Hooks: useStockData, useWatchlistData, useSSE
    - Stores: useUIStore, useWatchlistStore, useStrategiesStore
    - UI Components: Button, Badge, Card, Input, Modal, Skeleton, Tooltip
    - Lib: API client (axios), constants, utils, types
    - PWA with Workbox config

## Current State
- **Total files**: 187 (excluding node_modules, .next)
- **Stack**: Next.js 15 (app router, Turbopack) + Tailwind + FastAPI + TimescaleDB + Redis + MinIO
- **API**: Full OpenAPI spec implemented (14 endpoints)
- **Data models**: All 8 entity types defined with SQLAlchemy models
- **Database**: init.sql with TimescaleDB hypertables for prices, sector_rotation, equity_scores
- **CI/CD**: GitHub Actions for lint/test/build/deploy

## Next Steps (Phase 3)
1. **Infrastructure**: Fix Docker bridge (kernel issue) — may need nftables/iptables fix or podman alternative
2. **Data sources**: Replace mock data with real APIs (Alpha Vantage, SEC EDGAR, Finnhub)
3. **Authentication**: COMPLETE (JWT register/login/me/logout/forgot/reset + users table in migration.sql)
4. **Real-time**: Implement SSE stream for live price updates
5. **Testing**: Add pytest tests for backend, Playwright E2E for frontend
6. **Deployment**: Docker compose production config, Nginx reverse proxy