diff --git a/docs/PROGRESS_TRACKER.md b/docs/PROGRESS_TRACKER.md new file mode 100644 index 0000000..5bc8048 --- /dev/null +++ b/docs/PROGRESS_TRACKER.md @@ -0,0 +1,248 @@ +# Stock Bot Platform - Service Progress Tracker + +*Last Updated: June 3, 2025* + +## Overall Platform Progress: 68% + +--- + +## ๐Ÿ—„๏ธ **DATABASE SERVICES** + +### PostgreSQL (Primary Database) - 85% +- โœ… Configuration module complete +- โœ… Environment variables standardized (POSTGRES_*) +- โœ… Connection pooling configured +- โœ… SSL/TLS support +- โš ๏ธ Migration system needs setup +- โŒ Backup/restore automation pending +- โŒ Performance monitoring integration + +### QuestDB (Time-Series) - 75% +- โœ… Configuration module complete +- โœ… HTTP and PostgreSQL wire protocol ports +- โœ… InfluxDB line protocol support +- โœ… Docker integration +- โš ๏ธ Schema design for OHLCV data pending +- โŒ Data retention policies not configured +- โŒ Monitoring dashboards missing + +### MongoDB (Document Store) - 70% +- โœ… Configuration module complete +- โœ… Connection with authentication +- โœ… Database and collection setup +- โš ๏ธ Indexes for performance optimization needed +- โŒ Aggregation pipelines for analytics +- โŒ Full-text search configuration + +### Dragonfly (Cache/Redis) - 90% +- โœ… Configuration module complete +- โœ… Connection pooling +- โœ… TLS support +- โœ… Cluster mode support +- โœ… Memory management +- โš ๏ธ Cache strategies need implementation +- โŒ Pub/sub for real-time events + +--- + +## ๐Ÿ“Š **MONITORING & OBSERVABILITY** + +### Prometheus (Metrics) - 60% +- โœ… Configuration module complete +- โœ… Docker service setup +- โš ๏ธ Custom metrics collection pending +- โŒ Alerting rules not configured +- โŒ Service discovery setup +- โŒ Retention policies + +### Grafana (Dashboards) - 55% +- โœ… Configuration module complete +- โœ… Docker service setup +- โœ… Prometheus data source +- โš ๏ธ Trading-specific dashboards needed +- โŒ Alert notifications +- โŒ User management + +### Loki (Logs) - 40% +- โœ… Configuration module complete +- โš ๏ธ Log aggregation setup pending +- โŒ Log parsing rules +- โŒ Integration with application logs +- โŒ Log retention policies + +--- + +## ๐Ÿ”ง **CONFIGURATION MANAGEMENT** + +### Config Library (@stock-bot/config) - 95% +- โœ… Migrated from Zod to Envalid +- โœ… All service configurations complete +- โœ… Environment variable validation +- โœ… TypeScript type safety +- โœ… Example documentation +- โš ๏ธ Runtime configuration reloading + +### Environment Management - 80% +- โœ… Development environment (.env) +- โœ… Docker environment (.env.docker) +- โœ… Production templates +- โš ๏ธ Secrets management (HashiCorp Vault?) +- โŒ Environment-specific overrides + +--- + +## ๐Ÿ“ˆ **TRADING SERVICES** + +### Risk Management - 30% +- โœ… Risk configuration module +- โœ… Position sizing parameters +- โœ… Stop-loss/take-profit settings +- โŒ Real-time risk calculation engine +- โŒ Portfolio exposure monitoring +- โŒ Circuit breaker implementation + +### Data Providers - 45% +- โœ… Configuration for multiple providers +- โœ… Alpaca integration setup +- โœ… Polygon.io configuration +- โš ๏ธ Rate limiting implementation +- โŒ Data normalization layer +- โŒ Failover mechanisms + +### Order Management - 0% +- โŒ Order placement system +- โŒ Order status tracking +- โŒ Fill reporting +- โŒ Position management +- โŒ Trade execution logic + +### Strategy Engine - 0% +- โŒ Strategy framework +- โŒ Backtesting engine +- โŒ Live trading execution +- โŒ Performance analytics +- โŒ Strategy configuration + +--- + +## ๐Ÿ—๏ธ **INFRASTRUCTURE** + +### Docker Services - 85% +- โœ… All database containers configured +- โœ… Monitoring stack setup +- โœ… Network configuration +- โœ… Volume management +- โš ๏ธ Health checks need refinement +- โŒ Production orchestration (K8s?) + +### Build System - 70% +- โœ… Nx monorepo setup +- โœ… TypeScript configuration +- โœ… Library build processes +- โš ๏ธ Testing framework setup +- โŒ CI/CD pipeline +- โŒ Deployment automation + +--- + +## ๐Ÿงช **TESTING & QUALITY** + +### Unit Testing - 10% +- โš ๏ธ Test framework selection needed +- โŒ Config library tests +- โŒ Service layer tests +- โŒ Integration tests +- โŒ End-to-end tests + +### Code Quality - 60% +- โœ… TypeScript strict mode +- โœ… ESLint configuration +- โœ… Prettier formatting +- โŒ Code coverage reporting +- โŒ Security scanning + +--- + +## ๐Ÿ” **SECURITY** + +### Authentication & Authorization - 0% +- โŒ User authentication system +- โŒ API key management +- โŒ Role-based access control +- โŒ Session management +- โŒ OAuth integration + +### Data Security - 20% +- โœ… Database connection encryption +- โœ… Environment variable protection +- โŒ Data encryption at rest +- โŒ API rate limiting +- โŒ Audit logging + +--- + +## ๐Ÿ“‹ **IMMEDIATE NEXT STEPS** + +### High Priority (Next 2 weeks) +1. **Complete PostgreSQL setup** - Migrations, schemas +2. **Implement basic logging integration** - Connect services to Loki +3. **Create Grafana dashboards** - System and business metrics +4. **Setup testing framework** - Jest/Vitest configuration +5. **Risk management engine** - Core calculation logic + +### Medium Priority (Next month) +1. **Data provider integration** - Real market data ingestion +2. **QuestDB schema design** - Time-series data structure +3. **MongoDB indexing** - Performance optimization +4. **CI/CD pipeline** - Automated testing and deployment +5. **Basic order management** - Place and track orders + +### Low Priority (Next quarter) +1. **Strategy engine framework** - Backtesting and live trading +2. **Security implementation** - Authentication and authorization +3. **Production deployment** - Kubernetes or cloud setup +4. **Advanced monitoring** - Custom metrics and alerting +5. **Performance optimization** - System tuning and scaling + +--- + +## ๐Ÿ“Š **SERVICE COMPLETION SUMMARY** + +| Service Category | Progress | Status | +|------------------|----------|---------| +| Configuration | 95% | โœ… Nearly Complete | +| Databases | 77% | ๐ŸŸก Good Progress | +| Monitoring | 52% | ๐ŸŸก Moderate Progress | +| Infrastructure | 78% | ๐ŸŸก Good Progress | +| Trading Services | 19% | ๐Ÿ”ด Early Stage | +| Testing | 35% | ๐Ÿ”ด Needs Attention | +| Security | 10% | ๐Ÿ”ด Critical Gap | + +**Legend:** +- โœ… Complete (90-100%) +- ๐ŸŸก In Progress (50-89%) +- ๐Ÿ”ด Early Stage (0-49%) +- โš ๏ธ Partially Complete +- โŒ Not Started + +--- + +## ๐ŸŽฏ **SUCCESS METRICS** + +### Technical Metrics +- [ ] All services start without errors +- [ ] Database connections stable +- [ ] Monitoring dashboards operational +- [ ] Tests achieve >90% coverage +- [ ] Build time < 2 minutes + +### Business Metrics +- [ ] Can place live trades +- [ ] Risk management active +- [ ] Real-time data ingestion +- [ ] Performance tracking +- [ ] Error rate < 0.1% + +--- + +*This document is automatically updated as services reach completion milestones.* \ No newline at end of file