Skip to content

idea.md

Latest commit

 

History

History
41 lines (33 loc) · 3.12 KB

idea.md

File metadata and controls

41 lines (33 loc) · 3.12 KB
Raw

Finly — Implementation Tracker

Completed

  • Phase 1: Vietnamese Mock Data Vendor — mock_data.py with VCB/VNM/FPT/TPB mock OHLCV, fundamentals, news; interface.py interception in route_to_vendor()
  • Phase 2: Pydantic Models & User Profiles — models.py (UserProfile, ChatRequest, ChatResponse, HeartbeatAlert, MarketTicker); profiles.py in-memory store
  • Phase 3: Expanded API Endpoints — CORS, error handling, /api/chat, /api/chat/voice, /api/onboarding, /api/market-data, /api/user/{id}/profile, /api/user/{id}/chat-history, /api/heartbeat/alerts, /api/heartbeat/trigger
  • Phase 4: HEARTBEAT Alert System — heartbeat.py with 8 pre-built scenarios, per-user queues, demo seeding on startup
  • Phase 5: Voice TTS — voice.py using httpx + ElevenLabs API, graceful fallback if no key
  • Phase 6: Prompt Tuning — All 4 analyst prompts: conciseness (3-5 bullets, 200 words) + Vietnamese context (HOSE, VND, SBV)
  • Phase 7: Railway Deployment — Dockerfile + railway.toml

TODO

Must-Have (for demo)

  • Smoke test all endpoints locally — start server, hit /healthz, /api/chat, /api/market-data, /api/heartbeat/alerts
  • Deploy to Railway — push, verify healthcheck, test /api/chat remotely
  • Test VN mock data path — confirm curl POST /api/chat -d '{"message":"Should I buy VCB?"}' returns mock-sourced ChatResponse
  • Test US ticker fallback — confirm AAPL/MSFT still use live yfinance via /v1/chat/completions
  • Validate mobile API contract — ensure /api/chat response shape matches what the mobile team expects (ChatResponse schema)

Nice-to-Have

  • Background auto-alerts — background task that triggers random heartbeat alerts every 60s during demo
  • WebSocket alerts — upgrade heartbeat from polling to WebSocket push for real-time mobile UX
  • Chat history persistence — replace in-memory dict with SQLite or Redis for persistence across restarts
  • User profile enrichment — add preferred_tickers to onboarding flow, use in default ticker selection
  • Streaming /api/chat — add SSE streaming option to the simplified chat endpoint (currently only /v1/chat/completions streams)

Future / Post-Hackathon

  • Real Vietnamese data vendor — integrate SSI, VNDirect, or CafeF API for live HOSE data
  • Multi-language TTS — Vietnamese voice output via ElevenLabs multilingual model
  • Auth & rate limiting — API key auth, per-user rate limits
  • Portfolio tracking — persistent portfolio with P&L tracking, linked to heartbeat alerts
  • Agent memory — cross-session user preference learning (risk tolerance evolution, ticker affinity)

Notes

  • ElevenLabs API key is optional — voice endpoint gracefully falls back to JSON
  • Mock data uses deterministic random seeds (seeded on ticker name) so prices are consistent within a day
  • _extract_specialist_insights() maps internal LangGraph state keys to user-friendly roles
  • HEARTBEAT get_pending_alerts() returns-and-clears — alerts are consumed on poll