Optimize Data-flow, UX and Add Tests to Street Trader
Budget: $250 – $750 USD
Fix data-flow choke points
Resolve stale index allocation when the universe changes but the optimizer isn’t re-run; clean up session persistence so schedule/relay/metadata are not stored inside the pre_trade payload; make session restore robust when indexAllocation is missing or gapStocks is empty; and define safe behavior when Execute or Command & Control are opened without a completed Research phase.
Improve UX and clarity
Make it obvious that “Apply context” is required to run Execute and to see the custom index in the stream. Clearly label or explain when the Index Stream is showing a default basket instead of the user’s investable index.
Testing and CI
Add or extend unit tests for critical logic (e.g. optimizer, session, allocation derivation). Add or adjust E2E tests for the main flow (Research → Save & Apply context → Execute) and for scheduled-run gating. Run tests and E2E in CI.
Documentation and hygiene
Update the README with project overview, how to run dev/test/E2E, and links to the user guide and tech spec. Keep the tech spec in sync with any session or workflow changes.
Optional
Wire and verify deployment/order attribution if needed; do a light performance and accessibility pass if time allows.
Resolve stale index allocation when the universe changes but the optimizer isn’t re-run; clean up session persistence so schedule/relay/metadata are not stored inside the pre_trade payload; make session restore robust when indexAllocation is missing or gapStocks is empty; and define safe behavior when Execute or Command & Control are opened without a completed Research phase.
Improve UX and clarity
Make it obvious that “Apply context” is required to run Execute and to see the custom index in the stream. Clearly label or explain when the Index Stream is showing a default basket instead of the user’s investable index.
Testing and CI
Add or extend unit tests for critical logic (e.g. optimizer, session, allocation derivation). Add or adjust E2E tests for the main flow (Research → Save & Apply context → Execute) and for scheduled-run gating. Run tests and E2E in CI.
Documentation and hygiene
Update the README with project overview, how to run dev/test/E2E, and links to the user guide and tech spec. Keep the tech spec in sync with any session or workflow changes.
Optional
Wire and verify deployment/order attribution if needed; do a light performance and accessibility pass if time allows.