Files
SPARC/ROADMAP.md
agent-company 4cb1a6ed21 Update ROADMAP.md to reflect completed work and add next-horizon items
Move all completed items (security hardening, structured logging, dark mode,
export, webhooks, scheduled analysis, multi-model, trend charts, CI, etc.)
into a new Completed section. Reorganize remaining P1/P2/P3 items to reflect
current priorities. Add new next-horizon items: historical diffing, patent
classification tagging, user API keys, batch export, and multi-tenant support.

Closes leeworks-agents/SPARC#1659

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-20 19:18:22 +00:00

165 lines
6.3 KiB
Markdown

# SPARC Roadmap
Semiconductor Patent & Analytics Report Core -- development priorities.
## Current State
SPARC is a patent analysis platform with a working end-to-end pipeline:
Python/FastAPI backend, React/TypeScript frontend, PostgreSQL for persistence
and caching, Docker Compose for local development, and Gitea Actions CI/CD for
image builds and testing. Core features include patent retrieval via SerpAPI,
PDF parsing, LLM analysis via OpenRouter (multi-model: Claude, GPT-4o, Gemini,
Llama), batch processing, JWT authentication, analytics dashboard with patent
trend charts, scheduled recurring analysis with alerting, webhook notifications
(Slack/Discord), CSV and PDF export, S3/MinIO storage, side-by-side company
comparison, and dark mode.
---
## Completed
Items that have been implemented and merged into main.
### Security hardening
- ~~Rotate default JWT secret.~~ Startup check refuses to start with the
default secret in non-development environments.
- ~~CORS allow-origins are hardcoded.~~ Allowed origins are now configurable
via environment variable.
- ~~Database credentials in docker-compose.yml.~~ Compose references `.env`
for sensitive values.
### Error handling and resilience
- ~~`get_db_client()` creates a new `DatabaseClient` on every call.~~ Refactored
to a shared pooled singleton initialized at startup.
- ~~No rate limiting on auth endpoints.~~ Rate limiting middleware added to
`/auth/login` and `/auth/register`.
### Test coverage
- ~~API tests bypass authentication.~~ JWT auth integration tests added (33
cases covering registration, login, protected routes, token refresh, and
admin-only endpoints).
- ~~No test stage in CI.~~ Gitea Actions workflow now runs `pytest` and gates
the build.
- ~~No linting or type checking in CI.~~ `ruff` (Python) and `tsc --noEmit`
(TypeScript) added to CI pipeline.
### Backend
- ~~Add structured logging.~~ Python `logging` module used throughout.
- ~~Make LLM model configurable.~~ `MODEL` environment variable accepted;
multi-model support with per-analysis selection (GPT-4o, Gemini, Claude,
Llama).
- ~~SERP cache TTL hardcoded.~~ `SERP_CACHE_TTL_HOURS` exposed as env var.
- ~~Patent PDF storage.~~ S3/MinIO object storage backend added alongside
local filesystem. Volume mount requirement documented.
- ~~`analyze_single_patent` assumes local file.~~ Auto-download from cached
metadata link integrated.
- ~~`Patent.patent_id` typed as `int`.~~ Fixed to `str`.
### Frontend
- ~~No loading/error states.~~ Skeleton loaders and error states added to
Batch and Analytics pages.
- ~~No dark mode.~~ Full dark mode support with theme-aware chart colors.
- ~~Missing lockfile.~~ `package-lock.json` committed.
### Features (formerly P3)
- ~~Export analysis reports.~~ CSV and PDF export endpoints implemented.
- ~~Comparison view.~~ Side-by-side company patent portfolio comparison added.
- ~~Scheduled/recurring analysis.~~ APScheduler-based periodic re-analysis
with configurable interval and change-threshold alerting.
- ~~Webhook/notification support.~~ Slack, Discord, and generic HTTP POST
webhooks with retry logic.
- ~~Multi-model support.~~ Model picker in Analysis and Batch pages; backend
allow-list validation.
- ~~Patent trend charts.~~ Filing frequency and category distribution
visualizations added to Analytics page.
- ~~OpenAPI client generation.~~ TypeScript API client auto-generated from
FastAPI spec with CI freshness check.
---
## P1 -- High Priority
These items address correctness, reliability, and coverage gaps that should be
resolved before broader production use.
### Resilience
- **`_jobs` dict is in-memory only.** Job state is lost on API restart.
Persist job status in PostgreSQL or Redis so async batch results survive
restarts.
### Test coverage gaps
- **Export endpoint tests.** The CSV and PDF export endpoints (`/export/`)
lack test coverage. Add tests covering auth, success, 404, and edge cases.
*(Issue #1655)*
- **Tracked company admin endpoint tests.** The `/admin/tracked` CRUD
endpoints and scheduler integration lack test coverage. *(Issue #1656)*
---
## P2 -- Medium Priority
Improvements to reliability, test coverage, and code quality.
### Test coverage
- **Webhook integration tests.** The retry logic, Slack/Discord payload
format, and multi-URL dispatch in `webhooks.py` need test coverage.
*(Issue #1657)*
- **S3/MinIO storage backend tests.** `storage.py` has local filesystem tests
but no unit tests for the S3 backend (read, write, exists, delete,
error handling). *(Issue #1660)*
- **`analyze_single_patent` auto-download path tests.** The auto-download
fallback (cache lookup, PDF download, FileNotFoundError) in
`analyzer.py` lacks test coverage. *(Issue #1661)*
### Code quality
- **Scheduler creates its own DatabaseClient.** `scheduler.py` bypasses the
application-level pooled client, creating a new connection on every tick.
Refactor to use `get_db_client()`. *(Issue #1658)*
### API improvements
- **API pagination.** The `/analyze/batch` and `/jobs` endpoints could benefit
from cursor-based pagination for large result sets.
- **Request validation improvements.** Add stricter input validation for
company names (disallow special characters, enforce length limits).
---
## P3 -- Nice to Have
Lower-urgency enhancements and future features.
- **Historical analysis diffing.** Show what changed between two analysis runs
for the same company, highlighting new patents and score shifts.
- **Patent classification tagging.** Automatically tag patents by technology
domain (AI, semiconductors, materials science) using LLM classification.
- **User-level API keys.** Allow users to generate personal API keys for
programmatic access without JWT token refresh.
- **Batch export.** Export analysis results for multiple companies at once as
a ZIP archive.
- **Rate limiting dashboard.** Surface rate limit status and usage statistics
in the admin panel.
- **Async webhook delivery.** Move webhook delivery to a background task queue
(e.g., Celery, arq) to avoid blocking the scheduler.
- **Multi-tenant support.** Scope analysis results and tracked companies per
user or organization.
---
## Infrastructure and Deployment
Kubernetes manifests, Helm charts, and cluster-level concerns (MetalLB,
storage, FluxCD sync) are tracked in the
[Talos](https://10.0.1.10/leeworks-agents/Talos) repository. File
infrastructure-related issues there, not here.