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flowsight/TODO.md
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asepharyana 3882c5aef0 Add comprehensive documentation for FlowSight project 
- Introduced AGENT-SPECS.md detailing the specifications for seven agents including their inputs, processing steps, and outputs.
- Created API-REFERENCE.md outlining the Sectors API v2 endpoints, parameters, costs, and usage.
- Developed API.md to specify backend routes, request/response structures, and error handling.
- Established ARCHITECTURE.md to describe the project layout, conventions, scheduler, and citation pipeline.
- Added DATA-MODEL.md to define the database schema, tables, and seed strategy.
- Compiled PLAN.md to outline the project concept, problem statement, unique features, and implementation timeline.
- Created README.md as an index for documentation with links to all relevant files.
- Documented ROUTINES.md detailing the seven automated routines, their schedules, inputs, detection logic, and delivery formats.
- Introduced TECH-STACK.md to specify the technology choices and rationale for both backend and frontend components.
2026-09-14 20:35:02 +07:00

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FlowSight TODO

One item, one outcome, verifiable when done. Longer-term direction lives in ROADMAP.md. Feature specs live in docs/.

Conventions: spec-first (docs updated before code), key only from SECTORS_API_KEY env, v2 API paths only, every number in output carries a citation.

Now

  • Scaffold + Sectors client + health. Monorepo backend/ (Go module, chi router) + web/ (SolidJS + Vite + StyleX). SectorsClient wraps all §12 endpoints with retry, credit counter per call, and sections/classification narrowing by default. GET /api/health returns last cycle time + credits spent today. Verify: health 200, one live call to subsectors/ succeeds.
  • DB schema + snapshots. SQLite via modernc.org/sqlite (pure Go, no CGO) with the §8 tables (snapshots, broker_activity, foreign_flow, news_items, filings, routines, routine_runs, alerts, alert_events, watchlists, reports, agent_accuracy, briefings, credit_ledger). Numbered migrations + seed with one historical trading day. Verify: seed loads, row counts match fixture.
  • Scheduler + ingestion cycle. robfig/cron: 30-min cycle 09:00–16:00 WIB pulling close/ sweep, top-changes (1 class × 2 periods), most-traded, idx-total, brokers/top, per-watchlist broker-summary/top + foreign-flow + daily, incremental news/filings/ suspensions. Redis cache (registry/taxonomy daily). Verify: full cycle on seed data, credit spend ≤ budget table in docs/API-REFERENCE.md.
  • Smart Money Tracker agent. Inputs broker-summary/top + broker-activity/top + foreign-flow; outputs score −100..+100, accumulation phase, key players. Rule: ≥3 brokers net-buy 5d + volume > 1.5× 20d avg. Verify: fixture BBCA accumulation scores > +60 with 3 named brokers cited.
  • Broker Intel agent. Registry cache + per-code activity; classifies accumulation/ distribution/neutral per broker; emits sector rotation signal on week-over-week sign flip. Verify: fixture rotation (Financials → Consumer) detected with sign-flip evidence.
  • News Sentiment agent (Adaptive RAG). Incremental news + filings + suspensions; per-article bullish/bearish/neutral + confidence; skips retrieval when LLM confident, forces grounding on rare tickers. Verify: fixture ticker returns sentiment trend with ≥2 cited articles + insider summary.
  • Fundamental agent. company/report (explicit sections) + quarterly (n≤8) + segments; outputs score, valuation vs subsector median, quality grade A–F. Verify: BBCA fixture shows P/E vs banks median with cited sections.
  • Technical agent. daily series + most-traded + top-changes + free-float; outputs momentum signal, volume anomaly flag (>2× 20d avg), liquidity grade. Verify: fixture spike 3.2× avg flagged with dates.
  • Event Catalyst agent. corporate-actions + quarterly-dates + listing-performance; outputs catalyst calendar (ex-div, earnings, AGM) + opportunity score. Verify: fixture ex-div date + yield appear with H−N countdown.
  • Master Synthesizer. Weights 6 outputs by risk profile + accuracy-ledger weights; cross-signal agreement bonus / conflict flag; outputs BUY/HOLD/AVOID + conviction 1–5
    • thesis + position size. Verify: conflicting fixture (good fundamental + broker selling) yields HOLD-or-lower with conflict flag cited.
  • Alert engine + webhooks. Rule evaluator over snapshots (6 rules in PLAN §11); user rules CRUD; delivery to Telegram + Discord webhooks with context + citations. Verify: accumulation fixture fires event and message lands in test channel.
  • Routine engine + Morning Briefing. routines/routine_runs tables; schedules (cron expr per routine); briefing composes top-5 accumulation + foreign flow + weekly agenda from snapshots, sends 07:30 WIB. Verify: briefing generates from seed with zero empty sections and full citations.
  • Institutional Screener. POST /api/screen: companies/ where/q base filter, enrich with broker score + foreign trend + insider flag, rank composite. UI with SQL-like + NL toggle + saved screeners. Verify: banks query returns ranked list with per-row signal breakdown.
  • One-Click Report. 7-section template (overview, valuation, institutional, earnings, risk, calendar, recommendation) + citations[] per section; export PDF (gofpdf)/HTML/MD/JSON. Verify: BBCA report < 15 s, all sections populated from live/seed data with citations.
  • Portfolio Risk + Accuracy Ledger. Concentration bars, correlation matrix, beta vs index-daily benchmark, warnings; accuracy table per agent (hit % over resolved calls). Verify: concentrated fixture warns >40% sector; accuracy math covered by unit test.
  • Dashboard + live agent panel. / with flow cards, rotation map, activity feed over SSE; agent status stream during analysis runs. Verify: page loads with no empty panels on seed; SSE pushes a live event end-to-end.
  • Routine Manager + Alerts + Report UI. /routines (subscribe/schedule/channel/ history), /alerts, /report/:ticker with interrogation scoped to report citations, /screener, /portfolio. Verify: subscribe → run → history row appears.
  • Demo seed + deck. Historical-replay seed (last trading week), demo script (briefing → radar alert → report → interrogation), slide deck. Verify: full demo runs offline from seed with no empty screen.

Next

  • SGX extension: same routine engine on SGX endpoints (buybacks + short-sell angles).
  • KLSE basic coverage: sectors/companies/report wired to screener.
  • Mining vertical: commodity-price → miner watchlist linkage routine.
  • WhatsApp delivery channel alongside Telegram/Discord.
  • Simple user keys + per-key watchlists (beyond single demo key).
  • Backtest harness for detection rules against historical snapshots.

Maintenance

  • Credit-budget guard: per-cycle credit cap with abort + alert when exceeded.
  • Stale-data marking: any output older than one session labeled stale with timestamp.
  • Registry/taxonomy/tag cache refresh (daily) with failure fallback to last good.
  • since= cursor persistence for quarterly-dates and news incremental polls.
  • Accuracy resolution job: resolve predictions at +30d, update agent weights.

Done

  • Plan + full API reference from live schema.json (70 paths, costs, budget).
  • Tech stack pinned: Go 1.23 backend (chi, modernc sqlite, robfig/cron, gofpdf) + SolidJS + StyleX frontend (Vite, Chart.js).
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