Development Phases
Phase 1: Docusaurus + Architecture Foundation
Goal: Documentation site, architecture decisions, API contracts
Services: All
Features: Architecture docs, ADRs, API standards
APIs: None
Database: None
Kafka: Docs review complete
Tests: None
Dependencies: undefined
Phase 2: Config + Auth + Customer
Goal: Identity and customer management
Services: Config Server, Auth, Customer
Features: Registration, login, JWT, customer CRUD
APIs: Auth APIs, Customer APIs
Database: users, customers tables
Kafka: None
Tests: Auth flow e2e test
Dependencies: Phase 1
Phase 3: Account
Goal: Account lifecycle and balance projection
Services: Account
Features: Account CRUD, balance queries
APIs: Account APIs
Database: accounts, balance_snapshots
Kafka: None
Tests: Account creation test
Dependencies: Phase 2
Phase 4: Payment
Goal: Payment orchestration and state machine
Services: Payment
Features: Payment initiation, state machine, idempotency
APIs: Payment APIs
Database: payments, idempotency_records
Kafka: None
Tests: Payment state machine test
Dependencies: Phase 3
Phase 5: Ledger
Goal: Double-entry accounting
Services: Ledger
Features: Transaction posting, balance calculation
APIs: Ledger APIs
Database: ledger_transactions, ledger_entries
Kafka: None
Tests: Balanced entry test
Dependencies: Phase 4
Phase 6: Kafka
Goal: Event infrastructure
Services: All
Features: Kafka setup, Avro schemas, producers/consumers
APIs: N/A
Database: N/A
Kafka: All core topics
Tests: Event publish/consume test
Dependencies: Phase 5
Phase 7: Outbox + Saga
Goal: Reliable events and distributed transactions
Services: Payment, Ledger
Features: Outbox pattern, payment saga
APIs: N/A
Database: outbox table
Kafka: Saga events
Tests: Saga e2e test
Dependencies: Phase 6
Phase 8: Idempotency + Concurrency
Goal: Safe retries and concurrent access
Services: Payment, Account, Ledger
Features: Idempotency middleware, optimistic locking
APIs: N/A
Database: idempotency_records
Kafka: N/A
Tests: Concurrent payment test
Dependencies: Phase 7
Phase 9: Fraud/Risk
Goal: Transaction screening
Services: Fraud/Risk
Features: Rules engine, risk scoring, review queue
APIs: Fraud APIs
Database: fraud_checks, rules
Kafka: fraud-events
Tests: Fraud decision test
Dependencies: Phase 8
Phase 10: Portfolio
Goal: Investment management
Services: Portfolio
Features: Portfolios, holdings, orders, P&L
APIs: Portfolio APIs
Database: portfolios, holdings, orders
Kafka: portfolio-events
Tests: Portfolio CRUD test
Dependencies: Phase 9
Phase 11: Market Data
Goal: Price ingestion
Services: Market Data
Features: Security master, price feeds, OHLC
APIs: Market Data APIs
Database: securities, prices
Kafka: market-data-events
Tests: Price ingestion test
Dependencies: Phase 10
Phase 12: Analytics
Goal: Dashboard and reporting
Services: Analytics
Features: Event consumption, aggregations
APIs: Analytics APIs
Database: MongoDB collections
Kafka: Consumes all events
Tests: Dashboard API test
Dependencies: Phase 11
Phase 13: Reconciliation
Goal: External matching
Services: Reconciliation
Features: Import, match, exception handling
APIs: Reconciliation APIs
Database: reconciliation tables
Kafka: Consumes ledger events
Tests: Reconciliation test
Dependencies: Phase 12
Phase 14: Spring Batch
Goal: Scheduled processing
Services: Portfolio, Market Data, Reconciliation
Features: EOD jobs, valuation, P&L
APIs: N/A
Database: Batch metadata tables
Kafka: N/A
Tests: EOD job test
Dependencies: Phase 13
Phase 15: Notifications
Goal: Customer alerts
Services: Notification
Features: Email, SMS, push dispatch
APIs: Notification APIs
Database: notifications, templates
Kafka: Consumes notification events
Tests: Notification delivery test
Dependencies: Phase 14
Phase 16: Redis
Goal: Caching layer
Services: All
Features: Cache integration, rate limiting
APIs: N/A
Database: N/A
Kafka: N/A
Tests: Cache hit rate test
Dependencies: Phase 6
Phase 17: React Frontend
Goal: Customer-facing UI
Services: N/A
Features: SPA with auth, accounts, payments, portfolio
APIs: N/A
Database: N/A
Kafka: N/A
Tests: UI e2e tests
Dependencies: Phase 15
Phase 18: AI Assistant
Goal: Financial AI chatbot
Services: AI Service
Features: RAG pipeline, Bedrock integration
APIs: AI APIs
Database: N/A
Kafka: N/A
Tests: Query response test
Dependencies: Phase 17
Phase 19: Testing
Goal: Comprehensive test suite
Services: All
Features: Unit, integration, contract tests
APIs: N/A
Database: N/A
Kafka: N/A
Tests: 80%+ coverage
Dependencies: All phases
Phase 20: Observability
Goal: Monitoring and tracing
Services: All
Features: Prometheus, Grafana, Jaeger, OTel
APIs: N/A
Database: N/A
Kafka: N/A
Tests: Dashboards operational
Dependencies: Phase 6
Phase 21: Kubernetes
Goal: Container orchestration
Services: All
Features: EKS deployment, HPA, ingress
APIs: N/A
Database: N/A
Kafka: N/A
Tests: All services on EKS
Dependencies: Phase 19
Phase 22: Terraform/AWS
Goal: Cloud infrastructure
Services: All
Features: VPC, EKS, RDS, MSK, ElastiCache
APIs: N/A
Database: N/A
Kafka: N/A
Tests: Infra provisioned
Dependencies: Phase 21
Phase 23: CI/CD
Goal: Automated deployment
Services: All
Features: GitHub Actions, ECR, ArgoCD
APIs: N/A
Database: N/A
Kafka: N/A
Tests: Automated deploy pipeline
Dependencies: Phase 22
Phase 24: Load Testing
Goal: Performance validation
Services: All
Features: k6/Gatling load tests
APIs: N/A
Database: N/A
Kafka: N/A
Tests: SLA targets met
Dependencies: Phase 23
Phase 25: Production Hardening
Goal: Security, DR, runbooks
Services: All
Features: Pen testing, DR drill, runbooks
APIs: N/A
Database: N/A
Kafka: N/A
Tests: Production ready
Dependencies: Phase 24