QuantaTrade AI — Platform Status Report

Date: April 2026 Organization: github.com/QuantaTradeAI Scope: Snapshot of adapted services, components, and milestone readiness for the 10-milestone delivery plan.

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1. System Architecture

High-Level Architecture

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graph TB
 subgraph Clients["Client Layer"]
 TUI["Trading UI<br/>(Next.js 15)"]
 ADM["Admin Panel<br/>(Next.js 15)"]
 PSA["Presale App<br/>(scaffold)"]
 INV["Investor Dashboard<br/>(scaffold)"]
 end

 subgraph Gateway["Gateway Layer"]
 API["API Gateway<br/>(NestJS)<br/>REST + Auth"]
 WSG["WS Gateway<br/>(uWebSockets.js)<br/>Real-time events"]
 end

 subgraph Trading["Trading Core"]
 ME["Matching Engine<br/>(Java Spring Boot)<br/>exchange-core2 CLOB"]
 OR["Order Router / OMS<br/>(NestJS)<br/>state machine + gRPC"]
 RS["Risk Service<br/>(NestJS)<br/>Margin + Liquidation"]
 PMS["PMS Service<br/>(NestJS)<br/>Positions + P&L"]
 end

 subgraph Financial["Financial Infrastructure"]
 LED["Ledger Service<br/>(NestJS + Temporal)<br/>Double-Entry"]
 CUS["Custody Service<br/>(NestJS)<br/>BitGo"]
 COM["Compliance Service<br/>(NestJS)<br/>Sumsub KYC/AML"]
 end

 subgraph Intelligence["Market Intelligence"]
 MD["Market Data<br/>(Java Spring Boot)<br/>TimescaleDB recorder"]
 MM["Market Maker<br/>(Python)"]
 SE["Strategy Engine<br/>(Python FastAPI)"]
 end

 subgraph Blockchain["Blockchain Layer"]
 CT["Smart Contracts<br/>(Solidity scaffold)<br/>$QTRA Token + Presale"]
 CI["Chain Indexer<br/>(scaffold)"]
 end

 subgraph Data["Data Layer"]
 PG[("PostgreSQL<br/>Prisma")]
 TS[("TimescaleDB<br/>Trades + OHLCV")]
 RD[("Redis<br/>Cache + Pub/Sub")]
 NT["NATS<br/>Event Bus"]
 TMP["Temporal<br/>Workflow Engine"]
 end

 TUI --> API
 TUI --> WSG
 ADM --> ME
 ADM --> API

 API --> OR
 API --> LED
 API --> CUS
 API --> COM
 WSG --> NT

 OR --> ME
 OR --> RS
 OR --> NT
 ME --> MD

 LED --> NT
 LED --> TMP
 CUS --> TMP
 RS --> NT

 MM --> ME
 SE --> MD

 API --> PG
 OR --> PG
 LED --> PG
 MD --> TS
 API --> RD
 OR --> RD

 style Clients fill:#f6f8fa
 style Gateway fill:#ddf4ff
 style Trading fill:#ddf4ff
 style Financial fill:#ddf4ff
 style Intelligence fill:#ddf4ff
 style Blockchain fill:#fff8c5
 style Data fill:#f6f8fa

Service Communication Map

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graph LR
 subgraph Sync["Synchronous (REST/gRPC)"]
 API -->|REST| ME
 API -->|REST| OR
 ADM -->|REST + gRPC-Web| ME
 OR -->|gRPC + WS| ME
 PMS -->|REST| ME
 end

 subgraph Async["Asynchronous (NATS)"]
 OR -->|orders.*| NT["NATS"]
 NT -->|trades.executed| LED
 NT -->|marketdata.*| WSG
 NT -->|margin.*| RS
 NT -->|kyc.*| COM
 NT -->|custody.*| CUS
 NT -->|balances.*| WSG
 end

 subgraph Workflows["Temporal Workflows"]
 CUS -->|withdrawal| TMP["Temporal"]
 CUS -->|deposit| TMP
 LED -->|settlement| TMP
 end

 style Sync fill:#ddf4ff
 style Async fill:#ddf4ff
 style Workflows fill:#ddf4ff

Note: tech-decisions.md §6 lists Redpanda as the long-term message broker. NATS is retained from the adapted source; migration to Redpanda is evaluated as a follow-up once load profiles are measured.

---

2. Component Inventory

2.1 Exchange Core (Matching Engine)

Aspect	Details
Repo	exchange-core (Java 17, Spring Boot 3.2.1)
Algorithm	Price-Time Priority (FIFO) via exchange-core2 + LMAX Disruptor
Order Types	GTC, IOC, FOK, FOK_BUDGET, MARKET, STOP_LIMIT, STOP_MARKET
STP Modes	NONE, CANCEL_RESTING, CANCEL_INCOMING, CANCEL_BOTH, DECREMENT_AND_CANCEL
APIs	REST endpoints, gRPC methods, WebSocket channels
Risk	Pre-trade validation, rate limiting, max order size, max notional, STP
Fees	7-tier volume-based (15/25 bps base → -2/10 bps VIP), custom rates, withdrawal fees
Ports	8090 (REST), 9090 (gRPC), WebSocket on same port

Fee Schedule:

Tier	30d Volume	Maker	Taker
Base	< $50K	15 bps	25 bps
Tier 1	$50K–$500K	12 bps	22 bps
Tier 2	$500K–$2M	10 bps	20 bps
Tier 3	$2M–$10M	8 bps	18 bps
Tier 4	$10M–$50M	5 bps	15 bps
Tier 5	$50M–$100M	2 bps	12 bps
VIP	> $100M	-2 bps (rebate)	10 bps

$QTRA holders receive the discounted rate schedule per the system specification (0.03% / 0.06% at the base tier).

2.2 Platform (Backend Monorepo)

Service	Port	Role	Key Capabilities
api-gateway	3001	REST API entry	Auth, orders, accounts, markets, KYC, staking, payments, API keys, MFA
order-router	3006/9092	Order routing & OMS	Risk checks, fat-finger protection, balance validation, order state machine, NATS pub/sub
ledger-service	3007	Accounting	Double-entry ledger, idempotent ops, Temporal workflows
risk-service	3009	Margin/Risk	Margin checks (10x max), liquidation engine (105% trigger), interest accrual
ws-gateway	8080	WebSocket	Real-time ticker, orderbook, trades, user events (uWebSockets.js)
pms-service	3007	Positions	Position tracking, P&L, FIFO tax reporting

Shared Packages: @quantatrade/common, @quantatrade/db (Prisma), @quantatrade/types, @quantatrade/nats, @quantatrade/temporal.

API Gateway Modules:

Module	Highlights
Auth	Login, register, MFA, password reset
Orders	Place, cancel, history, estimate
Accounts	Balances, deposit address, withdraw (crypto + fiat), portfolio
Markets	Markets, tickers, orderbook, trades, candles
Users	Profile, MFA, activity, addresses, permissions
KYC	Status, start, basic info, webhook
Staking	Products, balances, stake/unstake, history
Conversions	Pairs, quote, execute, history
API Keys	Create, list, revoke, rotate
Payments	Routes, session, history
Fees	Network, payment, trading fees

2.3 Order Router & OMS

Aspect	Details
Repo	order-router (NestJS + TypeScript)
Role	Pre-trade risk checks, margin validation, matching-engine submission, NATS fan-out
State Machine	Order lifecycle (PendingNew → New → PartiallyFilled → Filled / Cancelled / Rejected / Expired)
Matching engine link	gRPC for synchronous flows; REST + WebSocket for execution reports
Risk	Fat-finger limits, balance validation, notional caps, rate limiting
Persistence	PostgreSQL (order history), Redis (hot state)

2.4 Custody & Treasury

Aspect	Details
Repo	custody-service (NestJS + TypeScript)
Custody Provider	BitGo — confirmed by client 2026-04-19 (multi-sig / TSS, institutional policy engine, approval flows)
Blockchains	Base (primary for $QTRA); Ethereum, BSC, Solana, Tron for stablecoin rails per M2 scope
Workflows	Temporal workflows for withdrawal, deposit, address generation
Webhooks	Provider-signed webhook verification with replay protection
Multi-sig	HOT(⅔), WARM(⅗), COLD(4/7), TREASURY(⅗)
Treasury	50% active trading / 50% liquidity & risk reserve per M2 framework. Proof-of-reserve reports planned

Policy Engine:

Wallet	Max Tx	Daily Limit	Approvals	Auto-Approve
Hot	$10K	$100K	1	< $1K
Warm	$100K	$1M	2	Never
Treasury	$500K	$2M	3	Never
Cold	$1M	$5M	4	Never

2.5 Trading UI

Aspect	Details
Repo	trading-ui (Next.js 15)
Pages	login, dashboard, admin, legal, strategy monitoring
API Routes	orders, strategies, risk, analytics, export
Components	React components organised by feature area
Hooks	Custom hooks for WebSocket, positions, P&L, risk
Auth	NextAuth.js (Google OAuth + credentials), RBAC, admin approval gate
Database	Prisma (PostgreSQL)
Strategies UI	Momentum (MA crossover), Mean Reversion (Bollinger + RSI), funding-rate arbitrage
Risk Controls	Kill switch (global/strategy/symbol), exposure limits, risk breach tracking

2.6 Admin Panel

Aspect	Details
Repo	admin-panel (Next.js 15)
Pages	Dashboard, participants, orders, trades, balances, risk, treasury, hedging, market-making, symbols, KYC, approvals, services
RBAC	Participant types with granular permissions
Operations	Balance adjustments, KYC review, withdrawal approvals, MM controls, symbol management, risk limits

2.7 Market Maker

Aspect	Details
Repo	market-maker (Python)
Connectors	Binance, Bybit, OKX, Kraken, Coinbase, QuantaTrade internal
Strategies	PMM, XEMM, Avellaneda-Stoikov, Grid, Directional, AI-driven
QuantaTrade Connector	Custom REST + WS with LIMIT / LIMIT_MAKER, fee-model awareness
Risk	Kill switch (PnL threshold), triple barrier (SL/TP/time), cooldown, rate limiting

2.8 Strategy Engine (Backtester)

Aspect	Details
Repo	strategy-engine (Python, FastAPI per tech-decisions.md §6)
Data Formats	CSV, Parquet, Binance and Bybit historical feeds
Modes	L2 depth backtest, partial / no-partial fill, live and paper-trading modes
Strategies	Mean reversion, momentum, funding-rate arbitrage, AI signal scanners
Metrics	Sharpe, Sortino, MaxDrawdown, ReturnOverMDD, position statistics

2.9 Market Data

Aspect	Details
Repo	market-data (Java Spring Boot)
Records	Trades, orderbook snapshots, fee events (batched writes)
OHLCV	TimescaleDB continuous aggregates: 1m, 5m, 15m, 1h, 4h, 1d, 1w
NATS	Publishes marketdata.trade.*, marketdata.ticker.*, marketdata.orderbook.*, marketdata.candle.*
API	REST endpoints (trades, OHLCV, ticker, orderbook, status)

2.10 Compliance

Aspect	Details
Repo	compliance-service (NestJS + TypeScript)
Provider	Sumsub (HMAC-SHA256 auth)
Tiers	basic, intermediate, advanced
NATS	Subscribes: kyc.verification.start, kyc.status.get, sumsub.webhook
Status	Early stage — persistence layer not implemented (TODO stubs)

---

3. Data Flow Diagrams

3.1 Order Lifecycle

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sequenceDiagram
 participant U as User (Trading UI)
 participant API as API Gateway
 participant OR as Order Router
 participant RS as Risk Service
 participant ME as Matching Engine
 participant LED as Ledger Service
 participant WSG as WS Gateway
 participant MD as Market Data

 U->>API: POST /orders (JWT auth)
 API->>API: Validate user, KYC level
 API->>OR: Submit order (NATS request)

 OR->>OR: Risk checks (fat-finger, size limits, notional)
 OR->>RS: Margin check (NATS request)
 RS-->>OR: Margin OK

 OR->>ME: Place order (gRPC/REST)
 ME->>ME: Validate (balance, STP, rate limit)
 ME->>ME: Match against CLOB

 alt Order Fills
 ME-->>OR: ExecutionReport (WebSocket)
 OR->>LED: trades.executed (NATS)
 LED->>LED: Double-entry settlement (Temporal)
 OR-->>API: Order filled
 API-->>U: Order confirmation

 par Fan-out
 OR->>WSG: orders.filled (NATS)
 WSG->>U: WebSocket: order_update
 OR->>MD: marketdata.trade.* (NATS)
 MD->>MD: Record to TimescaleDB
 end
 else Order Rests on Book
 ME-->>OR: Order acknowledged
 OR-->>API: Order placed
 API-->>U: Order pending
 end

3.2 Deposit Flow

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sequenceDiagram
 participant U as User
 participant API as API Gateway
 participant CUS as Custody Service
 participant CUSTODIAN as Custodian
 participant LED as Ledger
 participant WSG as WS Gateway

 U->>API: GET /accounts/deposit-address
 API->>CUS: getDepositAddress (Temporal workflow)
 CUS->>CUS: Check address pool
 alt Pool has address
 CUS-->>API: Existing address
 else Pool empty
 CUS->>CUSTODIAN: Generate new address
 CUSTODIAN-->>CUS: Address
 CUS->>CUS: Assign to user
 end
 API-->>U: Deposit address

 Note over U,CUSTODIAN: User sends crypto to address

 CUSTODIAN->>CUS: Webhook: transaction status updated
 CUS->>CUS: Verify signature
 CUS->>CUS: processDeposit (Temporal workflow)
 CUS->>LED: ledger.credit (NATS)
 LED->>LED: Credit user balance (double-entry)
 LED->>WSG: balances.updated (NATS)
 WSG->>U: WebSocket: balance_updated

3.3 Withdrawal Flow

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sequenceDiagram
 participant U as User
 participant API as API Gateway
 participant CUS as Custody Service
 participant POL as Policy Engine
 participant ADMIN as Admin (Approver)
 participant CUSTODIAN as Custodian
 participant LED as Ledger

 U->>API: POST /accounts/withdraw/crypto
 API->>CUS: withdrawalWorkflow (Temporal)

 CUS->>CUS: Validate address format
 CUS->>LED: ledger.lock (NATS) — lock funds
 CUS->>POL: Check withdrawal policy

 alt Auto-approve (< threshold)
 POL-->>CUS: Approved
 else Requires approval
 POL-->>CUS: Awaiting approval
 CUS->>ADMIN: Notification
 ADMIN->>CUS: approvalSignal (Temporal)
 end

 CUS->>CUSTODIAN: Sign transaction
 CUS->>CUSTODIAN: Broadcast transaction
 CUSTODIAN->>CUS: Webhook: TX confirmed
 CUS->>LED: ledger.debit (NATS) — finalize
 CUS->>U: Withdrawal complete

3.4 Market Data Pipeline

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graph LR
 ME["Matching Engine<br/>(trades + orderbook)"]
 MD["Market Data Recorder<br/>(Java)"]
 TS[("TimescaleDB<br/>trades, snapshots,<br/>OHLCV 1m→1w")]
 NT["NATS"]
 WSG["WS Gateway"]
 TUI["Trading UI"]
 MM["Market Maker"]

 ME -->|WebSocket| MD
 MD -->|batch insert| TS
 MD -->|marketdata.trade.*| NT
 MD -->|marketdata.ticker.*| NT
 MD -->|marketdata.orderbook.*| NT
 MD -->|marketdata.candle.*| NT
 NT --> WSG
 WSG -->|WebSocket| TUI
 MM -->|REST/WS| ME

---

4. Database Schema

4.1 Prisma Models (platform)

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erDiagram
 User ||--o{ Account : has
 User ||--o{ Order : places
 User ||--o{ Trade : executes
 User ||--o{ ApiKey : owns
 User ||--o{ MfaSecret : has
 User ||--o{ KycRecord : has
 User ||--o{ StakingPosition : stakes
 User ||--o{ AuditLog : generates

 Account ||--o{ LedgerEntry : tracks
 Market ||--o{ Order : contains
 Order ||--o{ Trade : produces

 MarginAccount ||--o{ MarginPosition : holds
 MarginAccount ||--o{ MarginLoan : borrows

 InsuranceFund ||--o{ InsuranceFundTransaction : records
 ProofOfReserve ||--o{ UserBalanceSnapshot : attests

Key Models: User, Account, LedgerEntry, Market, Order, Trade, MarginAccount, MarginPosition, MarginLoan, StakingPosition, KycRecord, ApiKey, MfaSecret, AuditLog, ProofOfReserve.

4.2 TimescaleDB (market-data)

Hypertable	Key Columns	Indexes
trades	time, symbol, trade_id, price, quantity, side, fees	(time, symbol, trade_id)
orderbook_snapshots	time, symbol, bids (JSONB), asks (JSONB), spread_bps	(time, symbol)
fee_events	time, participant_id, fee_type, fee_amount, tier_name	(time, participant_id)

Continuous Aggregates: ohlcv_1m, ohlcv_5m, ohlcv_15m, ohlcv_1h, ohlcv_4h, ohlcv_1d, ohlcv_1w.

---

5. NATS Event Bus

Category	Subjects	Publishers	Subscribers
Orders	orders.created/updated/filled/cancelled/rejected	order-router	ws-gateway, ledger
Trades	trades.executed, trades.executed.{symbol}	order-router	ledger, risk, market-data
Market Data	marketdata.ticker/orderbook/trade/candle.{symbol}	market-data	ws-gateway
Balances	balances.updated.{userId}	ledger	ws-gateway
Custody	custody.deposit/withdrawal.*	custody-service	api-gateway
Margin	margin.position/liquidation/loan.*	risk-service	ws-gateway
KYC	kyc.verification/level.*	compliance	api-gateway
Staking	staking.staked/unstaked/rewards.*	staking-service	ws-gateway
Ledger RPC	ledger.balances.get/credit/debit/lock/unlock	order-router	ledger-service
Risk RPC	risk.margin.check/balance.check/margin.level	order-router	risk-service

---

6. Project Status

Completion by Milestone

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gantt
 title QuantaTrade AI — Current Status vs Plan
 dateFormat YYYY-MM-DD
 axisFormat %b

 section Phase 1 Status
 M1 Execution Engine (READY ~80%) :done, p1m1, 2026-04-07, 7d
 M2 Contracts & Custody (READY ~60%) :active, p1m2, after p1m1, 7d
 M3 Presale Platform (SCAFFOLD ~5%) :p1m3, after p1m2, 7d
 M4 Compliance & Trading (READY ~50%) :p1m4, after p1m3, 7d
 M5 Token Utility (NOT STARTED) :p1m5, after p1m4, 7d

 section Phase 2 Status
 M1 Market Data (READY ~70%) :p2m1, after p1m5, 7d
 M2 Signals & AI (READY ~40%) :p2m2, after p2m1, 7d
 M3 Margin & Derivatives (PARTIAL ~30%) :p2m3, after p2m2, 7d
 M4 Liquidity & MM (READY ~75%) :p2m4, after p2m3, 7d
 M5 Portfolio & Institutional (PARTIAL ~20%) :p2m5, after p2m4, 7d

Detailed Status per Milestone

Milestone	Deliverable	Status	What Exists	What's Missing
P1-M1 Execution Engine	Matching engine	READY	exchange-core2 CLOB, 7 order types, price-time priority	Rebrand pair configs for $QTRA
	OMS / PMS	READY	State machine, venue connectors, FIFO P&L, mark-to-market	Configure for crypto-only venues
	Ledger	READY	Double-entry, Temporal workflows, idempotent	Ready as-is
	UI/UX	READY	Components, API routes, pages	Rebrand + crypto UI
	Smart order routing	READY	Fat-finger protection, balance check, margin eligibility	Configure for QT markets
P1-M2 Smart Contracts	$QTRA Token	NOT STARTED	Hardhat scaffold only	ERC20 contract
	SaleManager	NOT STARTED	Scaffold only	Private A/B/C + Public round logic
	Vesting	NOT STARTED	Scaffold only	Merkle-based claims
	Custody integration	IN PROGRESS	Adapt custody service for BitGo SDK, policy engine, approval flows (provider confirmed 2026-04-19)	Complete BitGo integration, configure wallets and policies
	Treasury	READY	Policy engine, multi-sig, proof-of-reserve plan	Configure policies for $QTRA
	Multi-sig	READY	HOT(⅔), WARM(⅗), COLD(4/7), TREASURY(⅗)	Ready as-is
	Fiat rails	PARTIAL	Gateway scaffolding	SEPA/SWIFT/ACH integration still needed
P1-M3 Presale Platform	Presale web app	NOT STARTED	README scaffold	Full Next.js app
	Admin panel	READY	Pages, permissions, RBAC	Add presale management
	Investor dashboard	NOT STARTED	README scaffold	Full Next.js app
	Chain indexer	NOT STARTED	README scaffold	Full indexer
P1-M4 Compliance	KYC/AML	PARTIAL	Sumsub integration, tiers	Persistence layer incomplete
	Trading platform	READY	Full trading UI, strategies, risk controls	Adapt for crypto
	Strategy engine	READY	Mean reversion, momentum, backtesting	Add funding arbitrage
	Subscription mgmt	NOT STARTED	—	Stablecoin payments flow
P1-M5 Token Utility	Staking	PARTIAL	Staking API exists in platform	Smart contract needed (see staking-open-questions.md)
	Buyback/burn	NOT STARTED	—	New development (revenue router — highest-risk contract)
	Fee rebates	NOT STARTED	Fee system exists	Token-holder detection at execution
P2-M1 Market Data	DOM / L2 / L3	PARTIAL	Orderbook recording exists	L2/L3 visualization
	Sentiment / news	NOT STARTED	—	New development
	OHLCV	READY	7 intervals, continuous aggregates	Ready as-is
P2-M2 Signals & AI	Signal engine	PARTIAL	Momentum + mean reversion	AI scanners
	Backtesting	READY	Python backtester, historical data ingestion	Ready as-is
	Custom signal builder	NOT STARTED	—	New development
P2-M3 Margin & Derivatives	Margin accounts	PARTIAL	Risk service has margin (10x, liquidation)	Cross / isolated margin UI
	Perpetuals	NOT STARTED	Architecture exists	Contract specs
P2-M4 Liquidity & MM	Market maker	READY	Multi-venue Python MM with strategies, QuantaTrade connector	Configure for QT pairs
	Spread management	READY	Admin panel has MM controls	Ready
P2-M5 Portfolio & Inst.	Portfolio optimization	NOT STARTED	PMS has P&L tracking	Optimization engine
	Tax tools	PARTIAL	FIFO P&L exists in PMS	Tax reporting UI
	Institutional dashboards	NOT STARTED	—	New development

Estimated Completion

Category	Items	Ready	Partial	Not Started
Phase 1	20 deliverables	10 (50%)	4 (20%)	6 (30%)
Phase 2	15 deliverables	4 (27%)	4 (27%)	7 (46%)
Total	35 deliverables	14 (40%)	8 (23%)	13 (37%)

---

7. Build Blockers

#	Issue	Repo	Impact	Fix
1	Missing @quantatrade/logger package	platform	Several files import it	Create stub package
2	Missing @quantatrade/metrics package	platform	Several files import it	Create stub package
3	Compliance persistence layer incomplete	compliance-service	KYC can't persist	Implement Prisma calls
4	Smart contracts not written	contracts	Blocks M2 presale	Priority development
5	Presale / Investor apps not built	presale-app, investor-dashboard	Blocks M3	New development
6	SEPA/SWIFT/ACH fiat rails missing	custody-service	Blocks fiat on/off ramp	Partner integration (Banking Circle / ClearBank)
7	Revenue router not specified in full detail	contracts	Blocks M5	Request buyback section of system spec (PDF is truncated)

---

8. Next Actions — Gantt Chart

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gantt
 title QuantaTrade AI — Next Actions (8-Week Plan)
 dateFormat YYYY-MM-DD
 axisFormat %b %d

 section Week 0 — Unblock
 Fix build blockers (logger, metrics) :crit, w0a, 2026-03-31, 2d
 Finalize tokenomics with client :crit, w0b, 2026-03-31, 3d
 Select deployment chain (Base recommended) :w0c, 2026-03-31, 1d
 BitGo sandbox credentials + integration scope :crit, w0d, 2026-03-31, 3d
 Configure QT trading pairs in matching engine :w0e, 2026-04-01, 2d
 CI/CD pipelines for all repos :w0f, 2026-04-01, 3d

 section Phase 1 — Milestone 1 (COMPLETED)
 Rebrand UI (remove legacy configs, add crypto pairs):done, p1a, 2026-04-07, 3d
 Configure exchange-core for QTRA pairs :done, p1b, 2026-04-07, 2d
 Verify order lifecycle end-to-end :done, p1c, 2026-04-09, 2d
 Deploy staging environment :done, p1d, 2026-04-10, 2d
 M1 Acceptance testing :done, p1e, 2026-04-11, 2d

 section Phase 1 — Milestone 2
 Write $QTRA ERC20 token contract :crit, p2a, 2026-04-14, 2d
 Write SaleManager contract (Private A/B/C + Public) :crit, p2b, 2026-04-14, 3d
 Write Vesting / Allocation contracts (Merkle) :p2c, 2026-04-16, 2d
 Contract tests (90%+ coverage) :p2d, 2026-04-17, 2d
 Deploy to Base Sepolia testnet :p2e, 2026-04-18, 1d
 Configure custody sandbox :p2f, 2026-04-14, 3d
 Configure treasury policies :p2g, 2026-04-17, 2d

 section Phase 1 — Milestone 3
 Build presale web app (Next.js + wagmi) :p3a, 2026-04-21, 4d
 Build admin presale management :p3b, 2026-04-21, 3d
 Build investor dashboard :p3c, 2026-04-23, 3d
 Build chain indexer :p3d, 2026-04-23, 2d
 End-to-end presale flow testing :p3e, 2026-04-25, 2d

 section Phase 1 — Milestone 4
 Complete compliance persistence layer :p4a, 2026-04-28, 2d
 Add jurisdiction-based access controls :p4b, 2026-04-28, 2d
 Adapt trading UI for crypto :p4c, 2026-04-28, 3d
 Add funding spread arbitrage strategy :p4d, 2026-04-30, 2d
 Subscription management system :p4e, 2026-04-30, 3d

 section Phase 1 — Milestone 5
 Write staking smart contract :p5a, 2026-05-05, 2d
 Implement revenue router (highest-risk audit) :p5b, 2026-05-05, 3d
 Token fee rebate integration :p5c, 2026-05-07, 2d
 On-chain auditability :p5d, 2026-05-08, 2d
 Phase 1 final testing :p5e, 2026-05-09, 2d

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9. Technology Stack Summary

Layer	Technology	Version / Notes
Matching Engine	Java Spring Boot, exchange-core2	Java 17, Spring 3.2.1
Backend Services	Node.js, NestJS, TypeScript	Node 20, NestJS 10
Order Router / OMS	NestJS	Part of the platform monorepo
Trading UI	Next.js, React, TypeScript	Next 15, React 18
Market Maker	Python	Multi-venue connector framework
Strategy / Backtester	Python, FastAPI	Per tech-decisions.md §6
Smart Contracts	Solidity, Hardhat, OpenZeppelin	Solidity 0.8.24
Database	PostgreSQL, Prisma	PG 16, Prisma 5.22
Time-Series	TimescaleDB	Extension on PG 16
Cache	Redis	Redis 7
Message Bus	NATS (+ JetStream)	NATS 2.10 (Redpanda under evaluation)
Workflows	Temporal	Temporal 1.22
WebSocket	uWebSockets.js	uWS 20
Custody	BitGo	Confirmed 2026-04-19
KYC	Sumsub	Sumsub API
Monitoring	Prometheus, Grafana, Loki	Per tech-decisions.md §7