FinAlly v1.0 — complete AI trading workstation (5 phases, all requirements met) - #2

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worktree-gsd-settings

Commits on Jul 31, 2026

reset finally
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Commits on Aug 1, 2026

start of GSD
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docs: map existing codebase
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docs: initialize project
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docs: complete project research
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Commits on Aug 2, 2026

docs: define v1 requirements
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docs(01): smart discuss context
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docs(01): research persistence and trade engine domain
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docs(01): create phase 1 plans
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docs: adopt vertical-slice roadmap, drop superseded backend-first plans

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docs(01): smart discuss context (Live Market Terminal)
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docs(01-live-market-terminal): UI design contract

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docs(01): UI design contract approved (add visual hierarchy section)
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docs(01): research live market terminal phase domain
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docs(01): create phase 1 plans and walking skeleton
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chore(01-01): untrack stale db, fix .gitignore, add httpx dev dep
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feat(01-01): tracer - lazy-init SQLite, FastAPI app object, GET /api/watchlist
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feat(01-01): watchlist writes - add/remove ticker persisted and tracked live
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docs(01-01): complete backend walking skeleton plan
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feat(01-02): scaffold Next.js static-export project and dark terminal shell
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feat(01-02): watchlist grid reading the live API, with every grid state real
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docs(01-02): complete Next.js terminal shell + watchlist grid plan

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feat(01-03): one shared price stream and a connection-status dot that tells the truth
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feat(01-03): live price cells with flash, session change %, and progressive sparklines
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docs(01-03): complete live SSE price stream plan
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feat(01-04): add-ticker form with real empty, in-flight, error, and long-text states
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feat(01-04): remove-ticker control, no optimistic divergence

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docs(01-04): complete add/remove ticker UI plan -- Phase 1 all 4 plans done

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docs(01): add code review report (6 warnings, 3 info, 0 blockers)

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fix(01): resolve backend code review findings (WR-01..04, IN-02, IN-03)

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fix(01): resolve frontend code review findings (WR-05, WR-06, IN-01)

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docs(01): add code review fix report -- all 9 findings resolved

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docs(01): phase verification -- human_needed, 0 gaps, 11/11 requirements

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docs(01): record deferred human verification, close out phase 1 tracking

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docs(02): smart discuss context (Manual Trading)
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Commits on Aug 3, 2026

docs(02): UI design contract (written directly after researcher stalls)
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docs(02-manual-trading): research phase domain
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docs(02-manual-trading): create phase plan
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docs(02): backfill VALIDATION.md, resolve plan-checker findings

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feat(02-01): buy path end to end through execute_trade() and GET /api/portfolio
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feat(02-01): sell path, rejections, and the wire-boundary proof
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docs(02-01): complete trade engine and portfolio API plan
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test(02-02): money-math and state-integrity proof suite for execute_trade()
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test(02-02): race proof — twenty concurrent callers, one finite balance
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docs(02-02): complete TEST-01 proof suite plan
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feat(02-03): shared PortfolioProvider — live total value, polled cash/positions
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feat(02-03): trade bar — ticker/quantity inputs, Buy/Sell, no confirmation
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docs(02-03): complete shared portfolio state and trade bar plan
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feat(02-04): positions table with live per-row derivation
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feat(02-04): live portfolio value and cash balance in header
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docs(02-04): complete positions table and live header plan
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docs(02): add code review report (2 critical, 3 warning, 2 info)

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fix(02): CR-01/CR-02/WR-01 quantize position quantity, guard execute_trade quantity

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fix(02): WR-02 surface fetch errors in AppHeader instead of showing $0.00

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fix(02): WR-03/IN-02 add Sell Max control and form wrapper to TradeBar

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docs(02): add code review fix report -- all 7 findings resolved

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docs(02): phase verification -- human_needed, 0 gaps, 8/8 requirements

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docs(03): smart discuss context (Portfolio Visualization)
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docs(03): UI design contract
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docs(03): UI design contract approved (all 6 dimensions pass)
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docs(03): research phase domain
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docs(03): add validation strategy
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docs(03): create phase plan
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Commits on Aug 4, 2026

Commits on Aug 6, 2026

fix(05-04): the chat "flake" was a deterministic bug -- 10/10, retries off
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