stock-bot/docs/PROGRESS_TRACKER.md
2025-06-03 14:54:25 -04:00

6.4 KiB

Stock Bot Platform - Service Progress Tracker

Last Updated: June 3, 2025

Overall Platform Progress: 68%


🗄️ DATABASE SERVICES

PostgreSQL (Primary Database) - 85%

  • Configuration module complete
  • Environment variables standardized (POSTGRES_*)
  • Connection pooling configured
  • SSL/TLS support
  • ⚠️ Migration system needs setup
  • Backup/restore automation pending
  • Performance monitoring integration

QuestDB (Time-Series) - 75%

  • Configuration module complete
  • HTTP and PostgreSQL wire protocol ports
  • InfluxDB line protocol support
  • Docker integration
  • ⚠️ Schema design for OHLCV data pending
  • Data retention policies not configured
  • Monitoring dashboards missing

MongoDB (Document Store) - 70%

  • Configuration module complete
  • Connection with authentication
  • Database and collection setup
  • ⚠️ Indexes for performance optimization needed
  • Aggregation pipelines for analytics
  • Full-text search configuration

Dragonfly (Cache/Redis) - 90%

  • Configuration module complete
  • Connection pooling
  • TLS support
  • Cluster mode support
  • Memory management
  • ⚠️ Cache strategies need implementation
  • Pub/sub for real-time events

📊 MONITORING & OBSERVABILITY

Prometheus (Metrics) - 60%

  • Configuration module complete
  • Docker service setup
  • ⚠️ Custom metrics collection pending
  • Alerting rules not configured
  • Service discovery setup
  • Retention policies

Grafana (Dashboards) - 55%

  • Configuration module complete
  • Docker service setup
  • Prometheus data source
  • ⚠️ Trading-specific dashboards needed
  • Alert notifications
  • User management

Loki (Logs) - 40%

  • Configuration module complete
  • ⚠️ Log aggregation setup pending
  • Log parsing rules
  • Integration with application logs
  • Log retention policies

🔧 CONFIGURATION MANAGEMENT

Config Library (@stock-bot/config) - 95%

  • Migrated from Zod to Envalid
  • All service configurations complete
  • Environment variable validation
  • TypeScript type safety
  • Example documentation
  • ⚠️ Runtime configuration reloading

Environment Management - 80%

  • Development environment (.env)
  • Docker environment (.env.docker)
  • Production templates
  • ⚠️ Secrets management (HashiCorp Vault?)
  • Environment-specific overrides

📈 TRADING SERVICES

Risk Management - 30%

  • Risk configuration module
  • Position sizing parameters
  • Stop-loss/take-profit settings
  • Real-time risk calculation engine
  • Portfolio exposure monitoring
  • Circuit breaker implementation

Data Providers - 45%

  • Configuration for multiple providers
  • Alpaca integration setup
  • Polygon.io configuration
  • ⚠️ Rate limiting implementation
  • Data normalization layer
  • Failover mechanisms

Order Management - 0%

  • Order placement system
  • Order status tracking
  • Fill reporting
  • Position management
  • Trade execution logic

Strategy Engine - 0%

  • Strategy framework
  • Backtesting engine
  • Live trading execution
  • Performance analytics
  • Strategy configuration

🏗️ INFRASTRUCTURE

Docker Services - 85%

  • All database containers configured
  • Monitoring stack setup
  • Network configuration
  • Volume management
  • ⚠️ Health checks need refinement
  • Production orchestration (K8s?)

Build System - 70%

  • Nx monorepo setup
  • TypeScript configuration
  • Library build processes
  • ⚠️ Testing framework setup
  • CI/CD pipeline
  • Deployment automation

🧪 TESTING & QUALITY

Unit Testing - 10%

  • ⚠️ Test framework selection needed
  • Config library tests
  • Service layer tests
  • Integration tests
  • End-to-end tests

Code Quality - 60%

  • TypeScript strict mode
  • ESLint configuration
  • Prettier formatting
  • Code coverage reporting
  • Security scanning

🔐 SECURITY

Authentication & Authorization - 0%

  • User authentication system
  • API key management
  • Role-based access control
  • Session management
  • OAuth integration

Data Security - 20%

  • Database connection encryption
  • Environment variable protection
  • Data encryption at rest
  • API rate limiting
  • Audit logging

📋 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

📊 SERVICE COMPLETION SUMMARY

Service Category Progress Status
Configuration 95% Nearly Complete
Databases 77% 🟡 Good Progress
Monitoring 52% 🟡 Moderate Progress
Infrastructure 78% 🟡 Good Progress
Trading Services 19% 🔴 Early Stage
Testing 35% 🔴 Needs Attention
Security 10% 🔴 Critical Gap

Legend:

  • Complete (90-100%)
  • 🟡 In Progress (50-89%)
  • 🔴 Early Stage (0-49%)
  • ⚠️ Partially Complete
  • Not Started

🎯 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.