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Add a user-friendly dashboard page focused on understanding the portfolio at a glance. Show cash, holdings, total
valuation status, active orders, watchlist, risk profile, current goal, live-data status, ...
enhancement
P0
Goal
Reduce repeat-task friction with saved preferences and only the lightest intake automation that clearly pays for itself.
Context
This phase should stay practical for one founder. Add memory and ...
Goal
Ship the iOS app as a fast approval and status client with automated builds through Codemagic.
Context
The iOS app should stay narrow in v1: approvals, task status, and receipts. The web app remains ...
Replace the current raw string-based admin HTML with a small server-rendered UI foundation that can support future
dashboards and charts. Recommended approach: FastAPI plus Jinja2 templates, one small ...
enhancement
P0
Goal
Ship one real end-to-end package-return workflow before broadening coverage.
Context
This phase should focus on one primary merchant and carrier combination first. Breadth is less important than ...
Goal
Make approvals reliable and usable before expanding mobile depth.
Context
Start web-first. Add email notifications and approval delivery that do not depend on the mobile app being complete.
Tasks ...
Create a small research/implementation spike to decide whether yfinance should be added as an optional provider. Compare
it against the existing Yahoo public-endpoint provider for dependency weight, quote ...
P2
testing
Goal
Build the first browser executor and artifact pipeline for real supported flows.
Context
This phase should use Playwright workers on Railway and store execution artifacts in Cloudflare R2.
Tasks ...
Goal
Build the planner and policy engine for a very narrow supported workflow set.
Context
This phase should optimize for correctness and debuggability for one founder shipping package-return and delivery-change ...
Add a small diagnostic command or extend security-check/doctor-style output so users can verify whether the configured
market-data provider works before relying on reports. It should check provider name, ...
P0
testing

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