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Project EPIC & Task Tracking

Project Management Hub — Track project milestones, active tasks, and development progress.

📋 Quick Overview

This section contains:

  • EPIC Tracking — Major project milestones and their status
  • Design Decisions — Key architectural choices and rationale
  • Repository Overview — Current system orientation (README.md)

✅ Status Snapshot

In Progress - EPIC-011 — Asset Lifecycle Management (P0 ✅; ongoing P1/P2 work) - EPIC-012 — Foundation Libraries Enhancement - EPIC-014 — TTD Transformation (P0 ✅, 96% unified coverage achieved)

Planned (P0 - Critical) - EPIC-016 — Two-Stage Review & Data Validation UI (4-6 weeks) — Stage 1: PDF vs parsed validation. Stage 2: Dedup, transfer pairing, anomaly detection.

Planned (P1 - High Priority) - EPIC-017 — Investment Portfolio Management (6-8 weeks) — 100% self-developed. - EPIC-018 — AI-Driven Data Pipeline (4-7 weeks) — Extend AI into classification, reconciliation, feedback learning.

~~TODO (Design Needed)~~ - ~~source_type Priority Logic~~ ✅ Resolved — SSOT doc added: source-type-priority.md (EPIC-013 / EPIC-016 implementation planned). - ~~Confirmation Workflow SSOT~~ ✅ Resolved — SSOT doc added: confirmation-workflow.md defines the pending_review state machine for Stage 1 and Stage 2.

Done (per each EPIC file's self-declared status; "Refining"/TDD alignment is post-completion polish, not in-progress work) - EPIC-001 — Infrastructure & Authentication - EPIC-002 — Double-Entry Bookkeeping Core - EPIC-003 — Smart Statement Parsing (TDD Aligned) - EPIC-004 — Reconciliation Engine & Matching (TDD Aligned) - EPIC-005 — Financial Reports & Visualization (TDD Aligned) - EPIC-006 — AI Financial Advisor - EPIC-007 — Production Deployment - EPIC-008 — Testing Strategy (Smoke & E2E) - EPIC-009 — PDF Fixture Generation - EPIC-010 — SigNoz Logging Integration - EPIC-013 — Statement Parsing V2 - EPIC-015 — Processing Account Integration

🎯 Active Projects (EPICs)

ID Project Status Phase Duration
EPIC-001 Infrastructure & Authentication ✅ Complete 0 2 weeks
EPIC-002 Double-Entry Bookkeeping Core ✅ Complete 1 3 weeks
EPIC-003 Smart Statement Parsing ✅ Complete (TDD Aligned) 2 4 weeks
EPIC-004 Reconciliation Engine & Matching ✅ Complete (TDD Aligned) 3 5 weeks
EPIC-005 Financial Reports & Visualization ✅ Complete (TDD Aligned) 4 3 weeks
EPIC-006 AI Financial Advisor ✅ Complete 4 2 weeks
EPIC-007 Production Deployment ✅ Complete 0 1 week
EPIC-008 Testing Strategy (Smoke & E2E) ✅ Complete 0 2 weeks
EPIC-009 PDF Fixture Generation ✅ Complete 2 2-3 weeks
EPIC-010 SigNoz Logging Integration ✅ Complete 0 1 week
EPIC-011 Asset Lifecycle Management 🟡 In Progress (P0 ✅) 5 4-5 weeks
EPIC-012 Foundation Libraries Enhancement 🟡 In Progress 0 2-3 weeks
EPIC-013 Statement Parsing V2 ✅ Complete 2 3 weeks
EPIC-014 TTD Transformation 🟡 In Progress (P0 ✅) 0 3-4 weeks
EPIC-015 Processing Account Integration ✅ Complete 3 2 weeks
EPIC-016 Two-Stage Review & Data Validation UI 🟡 Planned 3 4-6 weeks
EPIC-017 Investment Portfolio Management 🟡 Planned 5 6-8 weeks
EPIC-018 AI-Driven Data Pipeline 🟡 In Progress 4 4-7 weeks

Total Duration: 44-58 weeks (including EPIC-016, EPIC-017, and EPIC-018) Current Focus: Phase 3 (Two-Stage Review - Foundation for User Adoption), Phase 4 (Reporting & AI Features), Phase 5 (Portfolio Management), AI-Driven Pipeline

🗺️ EPIC Dependencies

graph LR
    E1[EPIC-001<br/>Setup] --> E2[EPIC-002<br/>Double-Entry]
    E2 --> E3[EPIC-003<br/>Statement Parsing]
    E3 --> E4[EPIC-004<br/>Reconciliation]
    E2 --> E5[EPIC-005<br/>Reporting]
    E2 --> E6[EPIC-006<br/>AI Advisor]
    E4 --> E6
    E7[EPIC-007<br/>Deployment]
    E2 --> E11[EPIC-011<br/>Asset Lifecycle]
    E5 --> E11
    E3 --> E13[EPIC-013<br/>Statement Parsing V2]
    E8[EPIC-008<br/>Testing] --> E14[EPIC-014<br/>TTD Transformation]
    E4 --> E15[EPIC-015<br/>Processing Account]
    E2 --> E15
    E3 --> E16[EPIC-016<br/>Two-Stage Review UI]
    E4 --> E16
    E2 --> E17[EPIC-017<br/>Portfolio]
    E3 --> E17
    E11 --> E17
    E3 --> E18[EPIC-018<br/>AI Pipeline]
    E4 --> E18
    E6 --> E18
    E13 --> E18

    style E1 fill:#90EE90
    style E2 fill:#90EE90
    style E3 fill:#90EE90
    style E4 fill:#90EE90
    style E5 fill:#FFD700
    style E6 fill:#90EE90
    style E7 fill:#90EE90
    style E11 fill:#FFD700
    style E13 fill:#FFD700
    style E14 fill:#FFD700
    style E15 fill:#90EE90
    style E16 fill:#FFD700
    style E17 fill:#FFD700
    style E18 fill:#FFD700

Critical Path: EPIC-001 → EPIC-002 → EPIC-003 → EPIC-004
Parallel Path: EPIC-005 can start after EPIC-002, parallel with EPIC-003/004
Infrastructure Path: EPIC-007 deploys completed features to production
Future Work: EPIC-011 requires EPIC-002 (Double-Entry) and EPIC-005 (Reporting), EPIC-015 extends EPIC-004 (Reconciliation), EPIC-016 (Two-Stage Review) is critical for user adoption, EPIC-017 (Portfolio) implements 100% self-developed solution, EPIC-018 (AI Pipeline) extends AI across the full data pipeline

📖 Reading Guide

For New Developers

Start with these documents in order:

  1. vision.md — North Star goals and decision criteria
  2. README.md — Tech stack and quick start
  3. EPIC-001: Setup — Infrastructure and authentication
  4. EPIC-002: Double-Entry — Core accounting system
  5. Design Decisions — Key architectural choices

For Feature Development

Check the relevant EPIC for your feature:

📊 Quality Standards

Each EPIC document contains:

  • ✅ Must Have: Minimum requirements to pass
  • 🌟 Nice to Have: Excellence targets beyond expectations
  • 🚫 Not Acceptable: Issues requiring immediate fix
  • ❓ Q&A: Questions requiring clarification

🗂️ Project File Conventions

  • Naming: EPIC-XXX.<project_name>.md
  • Status Icons:
  • 🔴 Blocked — Cannot proceed
  • 🟡 In Progress — Currently working
  • ✅ Complete — Done
  • ⏳ Pending — Not started

Last updated: March 2026