# Trading Platform — TODO

> Last updated: 2026-04-01

## Current State

- **268 tests passing**, lint clean
- 6 microservices (data-collector, strategy-engine, order-executor, portfolio-manager, backtester, api) + CLI + shared library
- 8 trading strategies (RSI, Grid, MACD, Bollinger, EMA Crossover, VWAP, Volume Profile, Combined)
- Operations: SQLAlchemy ORM, Alembic migrations, structlog, Telegram alerts, resilience, Prometheus + Grafana
- Monitoring: Prometheus, Grafana (provisioned dashboard), Loki + Promtail log aggregation
- Security: Bearer token auth on /health and /metrics endpoints
- CI/CD: Gitea Actions workflow, standalone CI script
- REST API: FastAPI with portfolio, orders, strategies endpoints
- Advanced risk: trailing stop-loss, volatility-based position sizing, max open positions
- Multi-exchange: ccxt factory supporting any exchange (Binance, Bybit, OKX, Kraken, etc.)

---

## All Completed

### Critical (Deployment Blockers)
- [x] Alembic 초기 마이그레이션 (6 테이블)
- [x] Docker Compose 헬스체크 포트 노출 (8080-8083)
- [x] numpy 의존성 추가

### High Priority
- [x] CLI 명령어 구현 (backtest, strategy, portfolio, data)
- [x] Backtester sys.path 해킹 제거 (STRATEGIES_DIR 환경변수)
- [x] Integration tests (7개)
- [x] Dockerfile 의존성 정리 + PYTHONPATH 설정

### Medium Priority
- [x] Edge case tests (30개: zero volume, empty data, extreme values, reset, notifier)
- [x] DB transaction rollback + transaction() context manager
- [x] Portfolio snapshots (주기적 저장 + Telegram 일일 요약)
- [x] Strategy parameter validation (41 tests, 7 strategies)
- [x] VWAP division by zero 버그 수정

### Low Priority
- [x] Grafana dashboard provisioning (7-panel trading overview)
- [x] Multi-exchange support (ccxt factory)
- [x] REST API (FastAPI: portfolio, orders, strategies)
- [x] Strategy combination framework (weighted voting)
- [x] Advanced risk management (trailing stop, volatility sizing, position limits)
- [x] Loki + Promtail log aggregation
- [x] CI/CD pipeline (Gitea Actions + scripts/ci.sh)
- [x] Docker E2E test script (scripts/e2e-test.sh)
- [x] Security hardening (bearer token auth on endpoints)

---

## Future Ideas (Not Planned)

- WebSocket 기반 실시간 대시보드
- 백테스트 결과 시각화 (matplotlib/plotly 차트)
- 분산 추적 (OpenTelemetry)
- 멀티 타임프레임 전략
- 머신러닝 기반 시그널 필터
- 주문 유형 확장 (LIMIT, STOP_LIMIT, OCO)
- Kubernetes 배포 설정

---

## Quick Start (개발 환경)

```bash
# 1. 환경 설정
cp .env.example .env
# .env에 BINANCE_API_KEY, BINANCE_API_SECRET 입력

# 2. 의존성 설치
pip install -e shared/

# 3. 인프라 실행
make infra

# 4. DB 마이그레이션
make migrate

# 5. 테스트
make test

# 6. 서비스 실행
make up

# 7. API 접근
curl http://localhost:8000/api/v1/strategies
curl http://localhost:8000/api/v1/portfolio/positions

# 8. 모니터링
docker compose --profile monitoring up -d
# Grafana: http://localhost:3000 (admin/admin)
# Prometheus: http://localhost:9090

# 9. CLI 사용
trading strategy list
trading backtest run --strategy rsi --symbol BTCUSDT --from 2025-01-01 --to 2025-12-31
trading portfolio show

# 10. E2E 테스트
make e2e

# 11. CI
make ci
```