TEMPLATE: Task Name Here

How to use this template

1. Copy this file and rename it to your-task-name.md
2. Fill in every section completely
3. Commit the file before writing any code
4. Link to this file in your Pull Request

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Task: [Task Name]

Developer: [Your name] Date: [YYYY-MM-DD] Branch: feature/your-branch-name Status: In Progress / Completed / Blocked

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Objective

What this task achieves and why it is needed. Be specific — what user problem does this solve?

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Business Logic

The trading or domain logic this feature implements or touches.

• List each business rule explicitly
• Never assume — document only what you have confirmed
• If you are unsure about any rule, mark it with [TO CONFIRM] and ask

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Existing Flow

Which existing files, endpoints, and components are involved. Describe the current behaviour before your change.

User action
    ↓
Frontend component (file: src/pages/...)
    ↓
API call (file: src/services/api.js → method: ...)
    ↓
Backend endpoint (file: backend/app/api/... → route: ...)
    ↓
Database table: ...
    ↓
Response back to UI

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Files Allowed to Modify

List every file you are permitted to change for this task. Be explicit — unlisted files must not be touched.

File	Change
frontend/src/pages/Example.tsx	Add export button
frontend/src/services/api.js	Add exportData() method
backend/app/api/example.py	Add GET /export endpoint

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Files NOT Allowed to Touch

File	Reason
backend/nseeod/	Live data pipeline — approval required
backend/app/database/session.py	Core DB session — approval required
frontend/src/App.tsx	Router — only touch if adding a new page

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UI Flow

Step-by-step user journey through the UI for this feature.

1. User navigates to [page]
2. User clicks [button/action]
3. UI shows [loading state]
4. On success: [what user sees]
5. On error: [what user sees]

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API Flow

Request: [METHOD] /api/endpoint
Body: { field: value }
    ↓
FastAPI route in: backend/app/api/file.py
    ↓
Calls: [service/function]
    ↓
DB query: SELECT/INSERT/UPDATE on [table]
    ↓
Response: { success: true, data: [...] }

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AI Prompt Used

Paste the exact prompt(s) given to Claude Code.

Session start command:

/tradeentry

Task prompt:

[Paste your exact Claude prompt here]

AI response summary: [Brief description of what Claude produced and any modifications made]

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Risks

What could go wrong. What existing functionality could be affected.

• Risk 1: [description] — Mitigation: [how you handle it]
• Risk 2: [description] — Mitigation: [how you handle it]

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Validation Checklist

Complete all items before submitting the PR.

• No browser console errors
• No API errors in Network tab
• Existing features unaffected (smoke tested)
• Edge cases handled: empty state, error state, loading state
• npm run build passes in frontend/ (zero TypeScript errors)
• npm run build passes in docs/ (if docs changed)
• Feature tested end-to-end manually
• Task markdown file committed
• Relevant docs page updated
• Version history updated if this is a major feature