Product Roadmap
Completed
| Feature | Version | Status |
|---|---|---|
| NSE EOD data ingestion (EQ + F&O) | v1.0 | ✅ Done |
| React frontend + FastAPI backend | v1.0 | ✅ Done |
| Trade journal (basic) | v1.0 | ✅ Done |
| Bhav downloader progress UI | v1.1 | ✅ Done |
| AMI export auto-generation | v1.1 | ✅ Done |
| AMI data download tab (multi-file + ZIP) | v1.1 | ✅ Done |
| Docusaurus documentation system | v1.1 | ✅ Done |
Five user categories + registration (teudb, usr_master) | v2.0 | ✅ Done |
| JWT authentication (access + refresh, rotation, reuse detection) | v2.0 | ✅ Done |
Separate user database (teudb, two-Alembic-chain workflow) | v2.0 | ✅ Done |
Plan-based feature entitlements (usr_plan_feature resolution) | v2.0 | ✅ Done |
Route access control (gating implemented; AUTH_ENFORCED rollout still pending — see Deployment) | v2.0 | ✅ Done |
| Admin user-management console — promote/demote/remove/reactivate any user, single-admin enforced at the DB level | v2.0 | ✅ Done |
| WebSocket handshake authentication | v2.0 | ✅ Done |
| Real SMTP email (branded HTML, signup + password-reset) | v2.0 | ✅ Done |
| Sidebar navigation (rank-gated) + top-right account menu, replacing the old flat top nav | v2.0 | ✅ Done |
| Brand refresh — new logo assets, blue/green palette, light-theme text-contrast sweep across the whole app | v2.0 | ✅ Done |
In Progress
| Feature | Target | Status | Priority |
|---|---|---|---|
| Option chain analysis page | v1.2 | 🔄 In Progress | Medium |
| Interactive OHLCV charts | v1.2 | 🔄 In Progress | Medium |
| Strategy builder (CSV upload + backtest) | v1.2 | 🔄 In Progress | Medium |
| IEOD Data Convert | v1.2 | 🔄 In Progress | High |
| Strategy Tracker (master/definition tables) | v1.2 | ✅ Done on Strategies branch, not yet merged | Medium |
| Asset Allocation (AA) visualizer | v1.2 | 🔄 Schema done, business logic mid-rewrite — known blocking issue | Medium |
See v1.2 for the full detail on the last two, including required steps
before merging Strategies into main (the VPS deploys from main only).
v2.0 — Remaining close-out items
The auth system, teudb, JWT, route gating, the admin console, WebSocket auth,
and real SMTP email all shipped and merged to main (moved to Completed
above). Full design in v2.0; the patch queue is the
V2.0 Implementation Plan. What's
left before v2.0 is fully closed out:
| Feature | Priority | Status |
|---|---|---|
Flip AUTH_ENFORCED=true on the VPS | High | ⏳ Code-complete, deliberately not yet flipped — see Deployment step 10.4 |
Four selectable UI themes (midnight/deep-ocean/etc., per Theme System) | Medium | 🔄 Partial — basic light/dark shipped; the full 4-palette engine described in that doc is still design-only |
| Real SMS verification (Indian DLT-registered gateway) | Medium | ⏳ Stub only (console notifier) — deferred to v2.1 |
Planned — v2.1 and beyond
| Feature | Priority |
|---|---|
| Indian SMS gateway (DLT-registered) — real SMTP email already shipped in v2.0 | High |
| httpOnly refresh cookies (replacing localStorage) | High |
Asset Allocation rebuild on te_asset/te_price + Nifty loader | High |
| Payment gateway integration | Medium |
| WebSocket live updates (replacing polling) | High |
| Advanced analytics dashboard | Medium |
| Drag-and-drop strategy composer | Medium |
| Walk-forward analysis | Low |
| Mobile-responsive UI | Medium |
| Docker Compose production stack | High |
| CI/CD pipeline | Medium |
Automated DB backups (including teudb) | High |
| Frontend test suite (vitest) | Medium |
Future Ideas
- Multi-broker trade import (Zerodha, Angel, ICICI)
- AI-assisted pattern recognition
- Discord / Telegram alerts
- Multi-user tenant support
- Browser extension for quick trade logging
Last updated: 2026-08-31