work on market-data-gateway

docs/platform-services/README.md

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+# Platform Services
+
+Platform services provide foundational infrastructure, monitoring, and operational capabilities that support all other services.
+
+## Services
+
+*Currently in planning phase - no active services deployed*
+
+## Planned Capabilities
+
+### Service Discovery
+- **Purpose**: Dynamic service registration and discovery
+- **Planned Functions**:
+  - Service health monitoring
+  - Load balancing and routing
+  - Service mesh coordination
+  - Configuration management
+
+### Logging & Monitoring
+- **Purpose**: Observability and operational insights
+- **Planned Functions**:
+  - Centralized logging aggregation
+  - Metrics collection and analysis
+  - Distributed tracing
+  - Performance monitoring and alerting
+
+### Configuration Management
+- **Purpose**: Centralized configuration and secrets management
+- **Planned Functions**:
+  - Environment-specific configurations
+  - Secrets encryption and rotation
+  - Dynamic configuration updates
+  - Configuration versioning and rollback
+
+### Authentication & Authorization
+- **Purpose**: Security and access control
+- **Planned Functions**:
+  - User authentication and session management
+  - Role-based access control (RBAC)
+  - API security and token management
+  - Audit logging and compliance
+
+### Backup & Recovery
+- **Purpose**: Data protection and disaster recovery
+- **Planned Functions**:
+  - Automated backup scheduling
+  - Point-in-time recovery
+  - Cross-region replication
+  - Disaster recovery orchestration
+
+## Architecture
+
+Platform services provide the operational foundation that enables reliable, secure, and observable operation of the entire trading platform. They implement cross-cutting concerns and best practices for production deployments.

docs/platform-services/authentication-authorization/README.md

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+# Authentication & Authorization
+
+## Overview
+The Authentication & Authorization service will provide comprehensive security controls for the stock-bot platform. It will manage user identity, authentication, access control, and security policy enforcement across all platform components, ensuring proper security governance and compliance with regulatory requirements.
+
+## Planned Features
+
+### User Management
+- **User Provisioning**: Account creation and management
+- **Identity Sources**: Local and external identity providers
+- **User Profiles**: Customizable user attributes
+- **Group Management**: User grouping and organization
+- **Account Lifecycle**: Comprehensive user lifecycle management
+
+### Authentication
+- **Multiple Factors**: Support for MFA/2FA
+- **Single Sign-On**: Integration with enterprise SSO solutions
+- **Social Login**: Support for third-party identity providers
+- **Session Management**: Secure session handling and expiration
+- **Password Policies**: Configurable password requirements
+
+### Authorization
+- **Role-Based Access Control**: Fine-grained permission management
+- **Attribute-Based Access**: Context-aware access decisions
+- **Permission Management**: Centralized permission administration
+- **Dynamic Policies**: Rule-based access policies
+- **Delegated Administration**: Hierarchical permission management
+
+### Security Features
+- **Token Management**: JWT and OAuth token handling
+- **API Security**: Protection of API endpoints
+- **Rate Limiting**: Prevention of brute force attacks
+- **Audit Logging**: Comprehensive security event logging
+- **Compliance Reporting**: Reports for regulatory requirements
+
+## Planned Integration Points
+
+### Service Integration
+- All platform microservices
+- API Gateway
+- Frontend applications
+- External systems and partners
+
+### Identity Providers
+- Internal identity store
+- Enterprise directory services
+- Social identity providers
+- OAuth/OIDC providers
+
+## Planned Technical Implementation
+
+### Technology Stack
+- **Identity Server**: Keycloak or Auth0
+- **API Protection**: OAuth 2.0 and OpenID Connect
+- **Token Format**: JWT with appropriate claims
+- **Storage**: Secure credential and policy storage
+- **Encryption**: Industry-standard encryption for sensitive data
+
+### Architecture Pattern
+- Identity as a service
+- Policy-based access control
+- Token-based authentication
+- Layered security model
+
+## Development Guidelines
+
+### Authentication Integration
+- Authentication flow implementation
+- Token handling best practices
+- Session management requirements
+- Credential security standards
+
+### Authorization Implementation
+- Permission modeling approach
+- Policy definition format
+- Access decision points
+- Contextual authorization techniques
+
+### Security Considerations
+- Token security requirements
+- Key rotation procedures
+- Security event monitoring
+- Penetration testing requirements
+
+## Implementation Roadmap
+1. Core user management and authentication
+2. Basic role-based authorization
+3. API security and token management
+4. Advanced access control policies
+5. Compliance reporting and auditing

docs/platform-services/backup-recovery/README.md

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+# Backup & Recovery
+
+## Overview
+The Backup & Recovery service will provide comprehensive data protection, disaster recovery, and business continuity capabilities for the stock-bot platform. It will ensure that critical data and system configurations are preserved, with reliable recovery options in case of system failures, data corruption, or catastrophic events.
+
+## Planned Features
+
+### Backup Management
+- **Automated Backups**: Scheduled backup of all critical data
+- **Incremental Backups**: Efficient storage of incremental changes
+- **Multi-tier Backup**: Different retention policies by data importance
+- **Backup Verification**: Automated testing of backup integrity
+- **Backup Catalog**: Searchable index of available backups
+
+### Recovery Capabilities
+- **Point-in-time Recovery**: Restore to specific moments in time
+- **Granular Recovery**: Restore specific objects or datasets
+- **Self-service Recovery**: User portal for simple recovery operations
+- **Recovery Testing**: Regular validation of recovery procedures
+- **Recovery Performance**: Optimized for minimal downtime
+
+### Disaster Recovery
+- **Cross-region Replication**: Geographic data redundancy
+- **Recovery Site**: Standby environment for critical services
+- **Failover Automation**: Scripted failover procedures
+- **Recovery Orchestration**: Coordinated multi-system recovery
+- **DR Testing**: Regular disaster scenario testing
+
+### Data Protection
+- **Encryption**: At-rest and in-transit data encryption
+- **Access Controls**: Restricted access to backup data
+- **Retention Policies**: Compliance with data retention requirements
+- **Immutable Backups**: Protection against ransomware
+- **Air-gapped Storage**: Ultimate protection for critical backups
+
+## Planned Integration Points
+
+### Data Sources
+- Platform databases (MongoDB, PostgreSQL)
+- Object storage and file systems
+- Service configurations
+- Message queues and event streams
+- User data and preferences
+
+### System Integration
+- Infrastructure as Code systems
+- Monitoring and alerting
+- Compliance reporting
+- Operations management tools
+
+## Planned Technical Implementation
+
+### Technology Stack
+- **Backup Tools**: Cloud-native backup solutions
+- **Storage**: Object storage with versioning
+- **Orchestration**: Infrastructure as Code for recovery
+- **Monitoring**: Backup health and status monitoring
+- **Automation**: Scripted recovery procedures
+
+### Architecture Pattern
+- Centralized backup management
+- Distributed backup agents
+- Immutable backup storage
+- Recovery validation automation
+
+## Development Guidelines
+
+### Backup Strategy
+- Backup frequency guidelines
+- Retention period standards
+- Versioning requirements
+- Validation procedures
+
+### Recovery Procedures
+- Recovery time objectives
+- Recovery point objectives
+- Testing frequency requirements
+- Documentation standards
+
+### Security Requirements
+- Encryption standards
+- Access control implementation
+- Audit requirements
+- Secure deletion procedures
+
+## Implementation Roadmap
+1. Core database backup capabilities
+2. Basic recovery procedures
+3. Cross-region replication
+4. Automated recovery testing
+5. Advanced protection features

docs/platform-services/configuration-management/README.md

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+# Configuration Management
+
+## Overview
+The Configuration Management service will provide centralized management of application and service configurations across the stock-bot platform. It will handle environment-specific settings, dynamic configuration updates, secrets management, and configuration versioning to ensure consistent and secure system configuration.
+
+## Planned Features
+
+### Configuration Storage
+- **Hierarchical Configuration**: Nested configuration structure
+- **Environment Separation**: Environment-specific configurations
+- **Schema Validation**: Configuration format validation
+- **Default Values**: Fallback configuration defaults
+- **Configuration as Code**: Version-controlled configuration
+
+### Dynamic Configuration
+- **Runtime Updates**: Changes without service restart
+- **Configuration Propagation**: Real-time distribution of changes
+- **Subscription Model**: Configuration change notifications
+- **Batch Updates**: Atomic multi-value changes
+- **Feature Flags**: Dynamic feature enablement
+
+### Secrets Management
+- **Secure Storage**: Encrypted storage of sensitive values
+- **Access Control**: Fine-grained access to secrets
+- **Secret Versioning**: Historical versions of secrets
+- **Automatic Rotation**: Scheduled credential rotation
+- **Key Management**: Management of encryption keys
+
+### Operational Features
+- **Configuration History**: Tracking of configuration changes
+- **Rollbacks**: Revert to previous configurations
+- **Audit Trail**: Comprehensive change logging
+- **Configuration Comparison**: Diff between configurations
+- **Import/Export**: Bulk configuration operations
+
+## Planned Integration Points
+
+### Service Integration
+- All platform microservices
+- CI/CD pipelines
+- Infrastructure components
+- Development environments
+
+### External Systems
+- Secret management services
+- Source control systems
+- Operational monitoring
+- Compliance systems
+
+## Planned Technical Implementation
+
+### Technology Stack
+- **Configuration Server**: Spring Cloud Config or custom solution
+- **Secret Store**: HashiCorp Vault or AWS Secrets Manager
+- **Storage**: Git-backed or database storage
+- **API**: RESTful interface with versioning
+- **SDK**: Client libraries for service integration
+
+### Architecture Pattern
+- Configuration as a service
+- Event-driven configuration updates
+- Layered access control model
+- High-availability design
+
+## Development Guidelines
+
+### Configuration Structure
+- Naming conventions
+- Hierarchy organization
+- Type validation
+- Documentation requirements
+
+### Secret Management
+- Secret classification
+- Rotation requirements
+- Access request process
+- Emergency access procedures
+
+### Integration Approach
+- Client library usage
+- Caching recommendations
+- Failure handling
+- Update processing
+
+## Implementation Roadmap
+1. Static configuration management
+2. Basic secrets storage
+3. Dynamic configuration updates
+4. Advanced secret management features
+5. Operational tooling and integration

docs/platform-services/logging-monitoring/README.md

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+# Logging & Monitoring
+
+## Overview
+The Logging & Monitoring service will provide comprehensive observability capabilities for the stock-bot platform. It will collect, process, store, and visualize logs, metrics, and traces from all platform components, enabling effective operational monitoring, troubleshooting, and performance optimization.
+
+## Planned Features
+
+### Centralized Logging
+- **Log Aggregation**: Collection of logs from all services
+- **Structured Logging**: Standardized log format across services
+- **Log Processing**: Parsing, enrichment, and transformation
+- **Log Storage**: Efficient storage with retention policies
+- **Log Search**: Advanced search capabilities with indexing
+
+### Metrics Collection
+- **System Metrics**: CPU, memory, disk, network usage
+- **Application Metrics**: Custom application-specific metrics
+- **Business Metrics**: Trading and performance indicators
+- **SLI/SLO Tracking**: Service level indicators and objectives
+- **Alerting Thresholds**: Metric-based alert configuration
+
+### Distributed Tracing
+- **Request Tracing**: End-to-end tracing of requests
+- **Span Collection**: Detailed operation timing
+- **Trace Correlation**: Connect logs, metrics, and traces
+- **Latency Analysis**: Performance bottleneck identification
+- **Dependency Mapping**: Service dependency visualization
+
+### Alerting & Notification
+- **Alert Rules**: Multi-condition alert definitions
+- **Notification Channels**: Email, SMS, chat integrations
+- **Alert Grouping**: Intelligent alert correlation
+- **Escalation Policies**: Tiered notification escalation
+- **On-call Management**: Rotation and scheduling
+
+## Planned Integration Points
+
+### Data Sources
+- All platform microservices
+- Infrastructure components
+- Databases and storage systems
+- Message bus and event streams
+- External dependencies
+
+### Consumers
+- Operations team dashboards
+- Incident management systems
+- Capacity planning tools
+- Automated remediation systems
+
+## Planned Technical Implementation
+
+### Technology Stack
+- **Logging**: ELK Stack (Elasticsearch, Logstash, Kibana) or similar
+- **Metrics**: Prometheus and Grafana
+- **Tracing**: Jaeger or Zipkin
+- **Alerting**: AlertManager or PagerDuty
+- **Collection**: Vector, Fluentd, or similar collectors
+
+### Architecture Pattern
+- Centralized collection with distributed agents
+- Push and pull metric collection models
+- Sampling for high-volume telemetry
+- Buffering for resilient data collection
+
+## Development Guidelines
+
+### Instrumentation Standards
+- Logging best practices
+- Metric naming conventions
+- Trace instrumentation approach
+- Cardinality management
+
+### Performance Impact
+- Sampling strategies
+- Buffer configurations
+- Resource utilization limits
+- Batching recommendations
+
+### Data Management
+- Retention policies
+- Aggregation strategies
+- Storage optimization
+- Query efficiency guidelines
+
+## Implementation Roadmap
+1. Core logging infrastructure
+2. Basic metrics collection
+3. Critical alerting capability
+4. Distributed tracing
+5. Advanced analytics and visualization

docs/platform-services/service-discovery/README.md

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+# Service Discovery
+
+## Overview
+The Service Discovery component will provide dynamic registration, discovery, and health monitoring of services within the stock-bot platform. It will enable services to locate and communicate with each other without hardcoded endpoints, supporting a flexible and resilient microservices architecture.
+
+## Planned Features
+
+### Service Registration
+- **Automatic Registration**: Self-registration of services on startup
+- **Metadata Management**: Service capabilities and endpoint information
+- **Instance Tracking**: Multiple instances of the same service
+- **Version Information**: Service version and compatibility data
+- **Registration Expiry**: TTL-based registration with renewal
+
+### Service Discovery
+- **Name-based Lookup**: Find services by logical names
+- **Filtering**: Discovery based on metadata and attributes
+- **Load Balancing**: Client or server-side load balancing
+- **Caching**: Client-side caching of service information
+- **DNS Integration**: Optional DNS-based discovery
+
+### Health Monitoring
+- **Health Checks**: Customizable health check protocols
+- **Automatic Deregistration**: Removal of unhealthy instances
+- **Status Propagation**: Health status notifications
+- **Dependency Health**: Cascading health status for dependencies
+- **Self-healing**: Automatic recovery procedures
+
+### Configuration Management
+- **Dynamic Configuration**: Runtime configuration updates
+- **Environment-specific Settings**: Configuration by environment
+- **Configuration Versioning**: History and rollback capabilities
+- **Secret Management**: Secure handling of sensitive configuration
+- **Configuration Change Events**: Notifications of config changes
+
+## Planned Integration Points
+
+### Service Integration
+- All platform microservices
+- External service dependencies
+- Infrastructure components
+- Monitoring systems
+
+## Planned Technical Implementation
+
+### Technology Stack
+- **Service Registry**: Consul, etcd, or ZooKeeper
+- **Client Libraries**: TypeScript SDK for services
+- **Health Check**: HTTP, TCP, and custom health checks
+- **Configuration Store**: Distributed key-value store
+- **Load Balancer**: Client-side or service mesh integration
+
+### Architecture Pattern
+- Service registry pattern
+- Client-side discovery pattern
+- Health check pattern
+- Circuit breaker integration
+
+## Development Guidelines
+
+### Service Integration
+- Registration process
+- Discovery implementation
+- Health check implementation
+- Configuration consumption
+
+### Resilience Practices
+- Caching strategy
+- Fallback mechanisms
+- Retry configuration
+- Circuit breaker settings
+
+### Operational Considerations
+- High availability setup
+- Disaster recovery approach
+- Scaling guidelines
+- Monitoring requirements
+
+## Implementation Roadmap
+1. Core service registry implementation
+2. Basic health checking
+3. Service discovery integration
+4. Configuration management
+5. Advanced health monitoring with dependency tracking