Stratify
Product and features

V2.1 Roadmap

docs/v2.1-roadmap.md

Source updated 03. Aug. 2026

Stratify v2.1 — Build Roadmap (post-scaffold)

Status: [x] done, [/] partial (documented gap), [ ] not started.

A — Foundational publish path

  • [x] A1. Pilot editor — /pilot/strategy/new, /pilot/signals
  • [x] A2. Admin 4-eyes — /approvals + subscriber_roles (migration 0005)
  • [x] A3. B2C account — /account/* (unsubscribe uses email form; token auth deferred)
  • [x] A4. Stripe Checkout — /upgrade + /upgrade/success + /upgrade/cancel
  • [x] A5. Web push prompt — first signal tap on /feed
  • [x] A6. Email+password signup — /sign-in (web + mobile), code-confirmed

per ADR-0002; real lean Phase-A onboarding — /onboarding/mandate-select + /onboarding/notifications (was previously only reachable via the Phase-C KYC/bank/deposit stub, now moved to /onboarding/phase-c, preview-only)

B — Demand validation

  • [x] B1. Landing polish — OG, icon, sitemap, robots, JSON-LD
  • [x] B2. Weekly digest — weekly-digest.tsx + digest-weekly cron
  • [x] B3. Insights — /insights/[slug] markdown essays
  • [x] B4. Pricing — /pricing → /upgrade
  • [x] B5. Referral — cookie + checkout attribution + post-paid audit on Stripe webhook

C — B2B-API readiness

  • [x] C1. Partner sandbox — /partners/sandbox + welcome email
  • [x] C2. Partner console — /partners/console + replay
  • [x] C3. Postman — pnpm api:postman (drift gate intentionally off in Jenkins)
  • [x] C4. MCP server — apps/mcp/ stdio tools for B2B routes

D — Mobile parity

  • [x] D1. Account screens — apps/mobile/app/account/*
  • [x] D2. Expo push registration — first feed tap
  • [x] D3. Expo push delivery — drain-expo-push cron
  • [x] D4. Deep links — stratify://signal/<id>
  • [x] D5. EAS Build — eas.json + Jenkins stage on mobile-v* tags

E — Compliance + ops

  • [/] E1. Rechtsgutachten draft — signalgeber-classification.md (counsel review pending)
  • [x] E2. DSGVO data-flow map — dsgvo-data-flow.md
  • [x] E3. Pen-test RFP — pentest-rfp.md
  • [/] E4. DB recovery runbook — db-recovery.md (PITR drill TBD)
  • [x] E5. Signal corrections — migration + publishCorrection() + admin registry

F — Differentiating

  • [x] F1. Mandate composer — /pilot/strategy/composer + PilotStrategyDraft zod
  • [x] F2. AI signal drafting — /api/ai/draft-signal
  • [x] F3. Backtest preview — @stratify/shared/backtest
  • [x] F4. Investor dashboard — /insights (30d retention funnel)

G — Admin console (G1–G30)

See phase plans in docs/superpowers/plans/2026-05-23-admin-console-phase*.md.

Phases 1–6: G1–G25 complete.

Phase 7 plan: `2026-05-23-admin-console-phase7.md`

  • [x] G26. Investor metrics — /insights
  • [x] G27. Runbooks hub — /runbooks
  • [x] G28. Observability links — /system
  • [x] G29. Bulk delivery retry — /deliveries
  • [x] G30. Chain break → incident CTA — /compliance

Cross-cutting

  • [x] zod in packages/shared for shared schemas (incl. PilotStrategyDraft)
  • [x] Mutations audit-logged
  • [x] RLS on new tables
  • [ ] Lighthouse ≥ 90 per public page (manual gate)
  • [x] pnpm test + pnpm typecheck in CI