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Add comprehensive sprint plan for SEC Financial Analyzer#1

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claude/cloud-native-architecture-VmBOa
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Add comprehensive sprint plan for SEC Financial Analyzer#1
mrabiola wants to merge 1 commit into
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claude/cloud-native-architecture-VmBOa

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Summary

This PR introduces a detailed sprint plan document that outlines the complete roadmap for building a cloud-native SEC filing analyzer with a Bloomberg-style terminal UI. The plan covers architecture, tech stack decisions, database schema, and a 5-sprint implementation strategy.

Key Changes

  • Vision & Architecture: Defined the overall product vision and created a detailed system architecture diagram showing the flow from terminal UI → FastAPI backend → SEC EDGAR service → database
  • Tech Stack: Documented technology choices (Python/FastAPI, SQLite/PostgreSQL, vanilla JS frontend, Docker) with rationale for each
  • Database Schema: Designed three core tables (companies, filings, financial_metrics) to support caching, filing storage, and parsed financial data
  • 5-Sprint Roadmap:
    • Sprint 1: Foundation (project scaffold, DB schema, SEC EDGAR client, basic API)
    • Sprint 2: Filing download & storage with background processing
    • Sprint 3: Financial data parsing (revenue, net income, assets, etc.)
    • Sprint 4: Bloomberg-style terminal UI with dark theme and keyboard navigation
    • Sprint 5: Cloud deployment, CI/CD, monitoring, and documentation
  • API Endpoints: Defined all REST endpoints across sprints (ticker lookup, filing list, financials, etc.)
  • Quick Start Guide: Included post-implementation usage instructions
  • Success Criteria: Listed 6 measurable success criteria for the project

Notable Implementation Details

  • SEC EDGAR rate limiting: 10 requests/second max with proper User-Agent headers
  • Parsing strategy includes both XBRL (structured) and HTML fallback approaches
  • Terminal UI uses Bloomberg-inspired color palette (orange #ff6600 primary, green for positive metrics)
  • Docker multi-stage build for production with health checks
  • Comprehensive file inventory mapping deliverables to sprints
  • Out-of-scope section clarifies future enhancements (real-time prices, 8-K filings, auth, etc.)

This plan serves as the north star for development and can be tracked as sprints are completed.

https://claude.ai/code/session_01E5vqA5jVfyphgp5BWoyNNy

- 5-sprint roadmap for SEC filing analyzer
- Python/FastAPI backend with SQLite/PostgreSQL
- Bloomberg-style terminal UI (dark theme, panels, keyboard nav)
- Docker-first cloud-native architecture
- Financial metrics parsing from 10-K/10-Q filings

https://claude.ai/code/session_01E5vqA5jVfyphgp5BWoyNNy
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