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