ghostfolio/tasks/tasks.md

Todo

Updated: 2026-02-23

• Verify current repository state and missing required files
• Create docs/adr/ for architecture decisions
• Save Tasks.md at repository root
• Populate docs/tasks/tasks.md
• Create tasks/improvements.md
• Create tasks/lessons.md
• Confirm files exist on disk
• Kick off MVP slice after Presearch refresh (this session)

Tasks

Last updated: 2026-02-23

Active Tickets

ID	Feature	Status	Tests	PR / Commit
T-001	Presearch package and architecture direction	Complete	Doc review checklist	Local docs update
T-002	ADR foundation in docs/adr/	Complete	ADR template and first ADR review	Local docs update
T-003	Agent MVP tool 1: portfolio_analysis	Complete	apps/api/src/app/endpoints/ai/ai.service.spec.ts	Planned
T-004	Agent memory and response formatter	Complete	apps/api/src/app/endpoints/ai/ai.service.spec.ts	Planned
T-005	Eval dataset baseline (MVP 5-10)	Complete	apps/api/src/app/endpoints/ai/evals/mvp-eval.runner.spec.ts	Planned
T-006	Full eval dataset (50+)	Planned	Dataset validation and regression run	Planned
T-007	Observability wiring (LangSmith traces and metrics)	Planned	Trace assertions and latency checks	Planned
T-008	Deployment and submission bundle	Complete	npm run test:ai + Railway healthcheck + submission docs checklist	2b6506de8

Notes

• Canonical project requirements live in docs/requirements.md.
• Architecture decisions live in docs/adr/.
• Detailed task board mirror lives in docs/tasks/tasks.md.

MVP Start (Finance Agent on Ghostfolio)

• Inspect existing AI endpoint and integration points (ai.controller.ts, ai.service.ts, portfolio and data-provider services)
• Add POST /api/v1/ai/chat endpoint with request validation
• Implement 3 MVP tools in AI service
• Add Redis-backed session memory for conversation continuity
• Add verification checks and structured output formatter (citations, confidence, verification details)
• Add targeted API unit tests for tool selection and response contract
• Run lint and API tests
• Share required and optional .env keys for local MVP run

Session Plan (2026-02-23)

• Refresh docs/PRESEARCH.md with source-backed framework and eval notes
• Add root Tasks.md mirror for submission checklist compliance
• Add AI chat service tests (tool execution, memory, verification, confidence)
• Add MVP runbook snippet for local execution and API invocation
• Execute focused verification (lint/test on touched surface)
• Update ticket status and evidence links

Session Plan (2026-02-23, UI + Deploy + Test Data)

• Add client chat integration method for POST /api/v1/ai/chat
• Build MVP chat interface in portfolio analysis page
• Add focused frontend tests for chat request and response rendering
• Verify AI test suite + eval suite after UI changes
• Validate Railway API key and project visibility
• Install/use Railway CLI and initialize or link project configuration
• Add local data setup path and seed script command for MVP testing
• Run final verification commands and capture evidence

Session Plan (2026-02-23, Visibility + Test URL)

• Diagnose why AI panel and activities are not visible in local UI
• Remove analysis page visibility gate that hides AI panel for non-experimental users
• Seed MVP activities for all local users to make testing deterministic
• Update docs/CODE-REVIEW.md with exact local test URLs and validation steps
• Run focused tests for touched files and record verification evidence
• Capture lesson for UI discoverability and test-path communication

Session Plan (2026-02-23, Publish via CLI)

• Validate Railway CLI availability and auth path
• Switch to supported Railway CLI version (@railway/cli)
• Link current repository to configured Railway project/service
• Trigger production deployment from local repository
• Return deployed URL and post-deploy health check evidence

Session Plan (2026-02-23, Seed Expansion)

• Expand AI MVP seed dataset with more symbols and transactions
• Add a second account per user for diversification scenarios
• Run seeding command and verify row counts and sample orders
• Share exact seeded coverage for local and deploy testing

Session Plan (2026-02-23, Submission Bundle Completion)

• Switch Railway service from source-build deploys to GHCR image deploys
• Trigger redeploy and verify production health endpoint on image-based deploy
• Create 1-page AI development log document for submission
• Create AI cost analysis document with 100/1K/10K/100K projections
• Push submission documents and deployment updates to origin/main

Session Plan (2026-02-23, Railway Crash Recovery)

• Reproduce Railway start-command failure locally
• Correct Railway start command to built API entrypoint
• Verify fixed command resolves module-not-found crash
• Update task tracker evidence for deploy follow-up

Session Plan (2026-02-23, AI Chat Intent Recovery)

• Diagnose why allocation/invest prompts return memory-only fallback
• Expand tool-intent routing for invest/allocate/rebalance prompts
• Improve deterministic fallback answer content for allocation guidance
• Normalize risk concentration math for leveraged/liability portfolios
• Run focused AI test suite and eval regression checks

Session Plan (2026-02-23, Railway Latency + Redis Auth Fix)

• Reproduce production slowness and capture health endpoint latency
• Identify Redis AUTH error spam source from cache URL construction
• Fix Redis cache URL to avoid credentials when password is empty
• Correct railway.toml start command for Docker runtime (node main.js)
• Redeploy and verify logs + latency improvements in production

Session Plan (2026-02-23, Core Features Expansion)

• Run focused AI verification gate before feature work (npm run test:ai, nx run api:lint)
• Expand agent toolset from 3 to 5 meaningful finance tools
• Add deterministic tests for new tool planning and orchestration
• Extend MVP eval dataset with coverage for new tools
• Run focused AI regression suite and push to origin/main

Verification Notes

• nx run api:lint completed successfully (existing workspace warnings only).
• Full nx test api currently fails in pre-existing portfolio calculator suites unrelated to AI endpoint changes.
• Focused MVP verification passed:
  • npm run test:ai
  • npm run test:mvp-eval
  • npm run hostinger:check
  • npx dotenv-cli -e .env.example -- npx jest apps/client/src/app/pages/portfolio/analysis/ai-chat-panel/ai-chat-panel.component.spec.ts --config apps/client/jest.config.ts
  • npm run railway:check
  • npm run railway:setup
  • npm run database:seed:ai-mvp
  • npx nx run client:build:development-en
  • npx nx run client:lint
  • npx dotenv-cli -e .env -- npx -y @railway/cli@latest up --detach
  • npx dotenv-cli -e .env -- npx -y @railway/cli@latest service status
  • curl -i https://ghostfolio-api-production.up.railway.app/api/v1/health
• Railway crash recovery verification (local):
  • node main.js fails with MODULE_NOT_FOUND for /ghostfolio/main.js (old command)
  • node dist/apps/api/main.js starts successfully
  • curl -fsS http://127.0.0.1:3333/api/v1/health returns {"status":"OK"}
• Railway crash recovery verification (production):
  • npx dotenv-cli -e .env -- npx -y @railway/cli@latest up --detach
  • npx dotenv-cli -e .env -- npx -y @railway/cli@latest service status reached Status: SUCCESS on deployment 4f26063a-97e5-43dd-b2dd-360e9e12a951
  • curl -i https://ghostfolio-api-production.up.railway.app/api/v1/health returned HTTP/2 200 with {"status":"OK"}
• AI chat intent recovery verification:
  • npx dotenv-cli -e .env.example -- npx jest apps/api/src/app/endpoints/ai/ai-agent.utils.spec.ts apps/api/src/app/endpoints/ai/ai.service.spec.ts --config apps/api/jest.config.ts
  • npm run test:ai (all 4 suites passed)
• Railway latency + Redis auth fix verification (production):
  • railway up --service ghostfolio-api --detach produced successful deployment d7f73e4a-0a11-4c06-b066-3cbe58368094
  • railway logs -s ghostfolio-api -d d7f73e4a-0a11-4c06-b066-3cbe58368094 -n 800 | rg "ERR AUTH|Redis health check failed" returned no matches
  • curl probes improved from ~1.8-2.2s TTFB to ~0.16-0.47s on /api/v1/health
  • /en/accounts now serves in ~0.27-0.42s TTFB in repeated probes