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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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ProTip! Restrict your search to the title by using the in:title qualifier.