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flowsight/ROADMAP.md
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asepharyana 8c184ccae1 feat: add Citations and WatchlistChat components, integrate with API
- Implemented Citations component to display citation data.
- Created WatchlistDrawer and ChatSidebar components for managing watchlists and AI chat functionality.
- Integrated API calls for watchlist management and chat interactions.
- Updated index.tsx to include new components in the main application layout.
- Added API client in lib/api.ts for structured API interactions.
- Developed Alerts, Dashboard, Portfolio, Routines, Screener, and Report pages with relevant data fetching and UI components.
- Introduced styles in tokens.css for consistent theming across the application.
- Configured TypeScript and Vite for project setup and development.
2026-09-15 12:36:48 +07:00

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FlowSight Roadmap

What is built, what is next, and what has been deliberately declined. Reordered when evidence says the order is wrong.

Nothing here is a date. Items move to TODO.md when they are next up.


Shipped

  • Plan + API reference from live schema. docs/PLAN.md (concept, routines, verifiable AI, accuracy ledger) + docs/API-REFERENCE.md (all 70 v2 paths with params, costs, per-cycle credit budget). Source: schema.json + docs site.

Next

Hackathon core (maps to TODO Now, in order)

Foundation — data in, health out. Scaffold (Go + SolidJS), Sectors client with credit counting + param narrowing, SQLite schema (§8 tables), historical seed. Health endpoint proves the pipeline breathes.

Ingestion — the 30-minute heartbeat. Scheduler pulls universe sweep (close/), market context (top-changes minimal combos, most-traded, idx-total, brokers/top), per-watchlist depth (broker-summary/top, foreign-flow, daily), incremental events (news/filings/suspensions), quarterly freshness (since=). Redis caches slow-moving reference data. Credit spend stays inside the §12 budget.

Agents — seven specialists, one synthesis. Smart Money Tracker and Broker Intel are built first (the moat: no competitor fuses broker × foreign flow). Sentiment (Adaptive RAG), Fundamental, Technical, and Event Catalyst follow the same input→detect→score contract. Master Synthesizer correlates cross-signal agreement into conviction, flags conflicts, and sizes positions by risk profile.

Routines — data becomes habit. Routine engine with cron schedules turns agent output into deliveries: Morning Briefing (07:30), Accumulation Radar (30-min), Foreign Reversal Watch, Insider Tape, Earnings Countdown, Dividend Calendar, Weekend Review. Each run is recorded; each delivery carries citations.

Trust — verify, then track. Every number cites endpoint + snapshot timestamp; stale data is labeled, never hidden. Accuracy Ledger records each recommendation and resolves it at +30d against actual return; agent weights follow the ledger.

Surface — see it, run it, export it. Dashboard with live agent panel (SSE), Routine Manager, Institutional Screener, Alert Engine UI, One-Click Report with interrogation scoped to citations, Portfolio Risk + accuracy table. Demo seed + script + deck close the loop for judges.

Post-hackathon

  • SGX extension (buybacks + short-sell have no IDX equivalent — new angles).
  • KLSE basic coverage through the same screener.
  • Mining vertical: commodity price → miner watchlist linkage.
  • WhatsApp delivery; per-user keys and watchlists; backtest harness for rules.

Later

  • Push-first mobile. Native-feel PWA with push for radar alerts; web stays primary.
  • Community routines. Shareable routine templates (e.g. "dividend hunter", "foreign follower") with fork counts.
  • Multi-market synthesis. One briefing spanning IDX + SGX + KLSE positions.
  • LLM cost control. Spend ceiling per routine run; cheaper model for sentiment triage, strong model only for synthesis.

Declined

  • Order execution / trading. Read-only intelligence; executing trades adds regulatory surface no hackathon needs.
  • Price prediction models. Directional forecasting competes on accuracy claims no 48h build can defend; the ledger tracks recommendations, not price targets.
  • Real-time tick streaming. Sectors data is end-of-day granularity; pretending otherwise would fake the product. 30-min cycles match the source.
  • A general chatbot. Conversational UI exists as a scoped sidebar only; the product is routines that run without being asked.
  • v1 API support. v1 returns 410 Gone; no compat layer will be built.