Open Cap Stack V2.0 Backlog

[urbantech]

Epic 1: Authentication & User Management

Description: Establish a robust authentication system using OAuth 2.0 and provide comprehensive user management capabilities, including role-based access control (RBAC).

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• Story 1.1: Implement OAuth 2.0 Authentication

  • Description: Implement OAuth 2.0 for secure authentication, allowing clients to obtain tokens for accessing the API.
  • Tasks:
    • Set up OAuth 2.0 server.
    • Configure client credentials flow.
    • Test token generation and validation.

• Story 1.2: Implement Role-Based Access Control (RBAC)

  • Description: Enable RBAC to control user permissions within the platform.
  • Tasks:
    • Define roles and permissions schema.
    • Implement RBAC in user management.
    • Ensure RBAC enforcement across all API endpoints.

• Story 1.3: User Registration and Management

  • Description: Develop endpoints for user registration, updating profiles, and managing user roles.
  • Tasks:
    • Create API for user registration.
    • Implement user profile update functionality.
    • Develop admin panel for role management.

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Epic 2: Corporation Management

Description: Provide functionalities to manage corporation data, including creation, retrieval, updating, and deletion of corporations.

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• Story 2.1: List Corporations

  • Description: Develop an endpoint to retrieve a list of corporations that a user has access to.
  • Tasks:
    • Implement corporation listing endpoint.
    • Apply pagination and filtering options.
    • Secure endpoint with user access control.

• Story 2.2: Create New Corporation

  • Description: Allow users to create new corporations within the system.
  • Tasks:
    • Implement the creation endpoint.
    • Validate input data (e.g., legal name, incorporation details).
    • Test creation flow with different scenarios.

• Story 2.3: Update Corporation Details

  • Description: Enable the updating of corporation details through an API endpoint.
  • Tasks:
    • Implement update endpoint.
    • Handle partial updates and validation.
    • Secure endpoint with appropriate permissions.

• Story 2.4: Delete Corporation

  • Description: Provide functionality to delete corporations, ensuring proper handling of dependent data.
  • Tasks:
    • Implement the delete endpoint.
    • Handle cascading deletions or data archiving.
    • Ensure soft-deletion options for recoverability.

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Epic 3: Compensation Management

Description: Develop features to manage compensation benchmarks and related data for corporations.

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• Story 3.1: Fetch Compensation Benchmark Attributes

  • Description: Create an endpoint to retrieve valid compensation benchmark attributes.
  • Tasks:
    • Implement the fetch attributes endpoint.
    • Integrate with corporation’s compensation plan.
    • Test response for completeness and accuracy.

• Story 3.2: Retrieve Compensation Benchmarks

  • Description: Develop the functionality to retrieve compensation benchmarks based on corporation-specific plans.
  • Tasks:
    • Implement benchmarks retrieval endpoint.
    • Handle multiple compensation types and geo-adjustments.
    • Secure data access according to user roles.

• Story 3.3: Update Compensation Benchmarks

  • Description: Enable updates to the compensation benchmarks for corporations.
  • Tasks:
    • Create update endpoint.
    • Ensure proper validation of benchmark values.
    • Implement versioning of benchmarks for historical reference.

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Epic 4: Issuer Management

Description: Implement functionalities to manage issuers, including listing, creating, updating, and deleting issuers.

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• Story 4.1: List Issuers

  • Description: Develop an endpoint to retrieve a list of issuers.
  • Tasks:
    • Implement issuer listing endpoint.
    • Apply pagination and filtering as needed.
    • Ensure that the endpoint is secure and responsive.

• Story 4.2: Create Issuer

  • Description: Provide functionality to create new issuers in the system.
  • Tasks:
    • Develop the issuer creation endpoint.
    • Validate required fields such as legal name and website.
    • Test the creation flow for different user roles.

• Story 4.3: Update Issuer Details

  • Description: Allow users to update existing issuer details.
  • Tasks:
    • Implement update endpoint.
    • Ensure proper validation and permissions.
    • Test with a variety of data to ensure robustness.

• Story 4.4: Delete Issuer

  • Description: Enable the deletion of issuers from the system.
  • Tasks:
    • Create the delete endpoint.
    • Handle dependencies and related data correctly.
    • Provide an option for soft-deletion.

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Epic 5: Investor Management

Description: Provide functionalities to manage investors, including firms and funds.

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• Story 5.1: List Investment Firms

  • Description: Create an endpoint to retrieve a list of investment firms.
  • Tasks:
    • Implement the firms listing endpoint.
    • Apply necessary access controls.
    • Ensure accurate data retrieval and performance.

• Story 5.2: List Funds for a Firm

  • Description: Develop the ability to list all funds associated with a specific investment firm.
  • Tasks:
    • Implement the funds listing endpoint.
    • Secure endpoint to ensure firm-specific access.
    • Test response handling for various firms.

• Story 5.3: Create New Fund

  • Description: Allow users to create a new fund under an investment firm.
  • Tasks:
    • Implement the fund creation endpoint.
    • Validate required fields such as fund name and associated firm.
    • Test creation with different user roles and firms.

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Epic 6: Security Management

Description: Enable functionalities for managing securities within the system.

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• Story 6.1: List Securities

  • Description: Develop an endpoint to list securities.
  • Tasks:
    • Implement securities listing endpoint.
    • Ensure appropriate filtering and sorting.
    • Secure the endpoint with user role access control.

• Story 6.2: Get Security Details

  • Description: Provide detailed information for a specific security.
  • Tasks:
    • Implement the security details endpoint.
    • Ensure that all relevant data points are covered.
    • Test the endpoint for accuracy and performance.

• Story 6.3: Create New Security

  • Description: Allow users to create a new security in the system.
  • Tasks:
    • Develop the security creation endpoint.
    • Validate input data and handle potential errors.
    • Test the creation process across different scenarios.

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Epic 7: Capitalization Table Management

Description: Implement functionalities to manage and retrieve capitalization tables for corporations.

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• Story 7.1: Retrieve Capitalization Table

  • Description: Develop the ability to retrieve a capitalization table as of a specific date.
  • Tasks:
    • Implement the capitalization table retrieval endpoint.
    • Ensure the accuracy of share counts and other financial data.
    • Test the endpoint under different corporation structures.

• Story 7.2: Update Capitalization Table

  • Description: Allow for the updating of capitalization tables based on changes in securities or other financial events.
  • Tasks:
    • Implement update functionality for cap tables.
    • Ensure data integrity during updates.
    • Provide auditing capabilities for cap table changes.

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Epic 8: System & Infrastructure Enhancements

Description: Continuous improvement of the system's infrastructure, including performance optimization, security enhancements, and deployment automation.

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• Story 8.1: Implement Rate Limiting

  • Description: Implement rate limiting to ensure fair use of the API.
  • Tasks:
    • Develop and enforce rate limits for API endpoints.
    • Configure rate limit headers in responses.
    • Test the rate-limiting functionality under load.

• Story 8.2: Enhance Security Protocols

  • Description: Improve overall security measures across the API.
  • Tasks:
    • Conduct a security audit of existing endpoints.
    • Implement security patches and improvements.
    • Test for vulnerabilities and ensure compliance with security standards.

• Story 8.3: Optimize API Performance

  • Description: Improve the performance of API endpoints to reduce latency and increase throughput.
  • Tasks:
    • Identify bottlenecks in the current API performance.
    • Implement caching strategies and query optimizations.
    • Monitor performance metrics and iterate on improvements.

• Story 8.4: Automate Deployment Pipeline

  • Description: Streamline the CI/CD pipeline for faster and more reliable deployments.
  • Tasks:
    • Set up automated tests and builds for every commit.
    • Implement continuous deployment to staging environments.
    • Ensure rollback capabilities in case of deployment failures.