invest-copilot/docs/06-project-status.md

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