Open Cap Stack APIs Project Status Report

[urbantech]

Overview

This project report provides an updated status of the Open Cap Stack APIs development progress, mapped against the Product Requirements Document (PRD). It highlights the current state of each API module, test results, identified issues, and recommendations for next steps to ensure alignment with the project objectives outlined in the PRD.

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Project Objectives from PRD

1. Robust API Development: Develop APIs that cover all functionalities required by the Open Cap Stack, including user management, authentication, data management, financial operations, and compliance.

2. Comprehensive Testing: Ensure all APIs are thoroughly tested through unit, integration, and end-to-end tests to guarantee reliability and performance.

3. Compliance and Security: Implement security best practices, including proper authentication, authorization, and data validation, to comply with industry standards.

4. Documentation and Maintainability: Provide clear documentation for each API and maintain code quality for future scalability and maintenance.

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Current Status of API Modules

Below is a detailed status report of each API module, aligned with the objectives from the PRD.

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1. User Management APIs

• Modules:

  • user.model.js
  • user.routes.js
  • user.controller.js

• Test Results:

  • User Model Test (user.model.test.js): Passed (1/1 tests)
  • User Routes Test (userRoutes.test.js): Failed

• Issues:

  • User Routes: Tests failed due to missing corporationRoutes module in app.js.

• Recommendations:

  • Resolve the missing module issue by adding corporationRoutes.js or updating app.js to correctly reference existing routes.
  • Ensure all user routes are properly tested to meet the PRD's robustness requirement.

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2. Authentication APIs

• Modules:

  • auth.controller.js
  • auth.routes.js

• Test Results:

  • Authentication Controller Test (authController.test.js): Failed

• Issues:

  • Tests failed due to missing JWT_SECRET configuration, leading to errors in token generation during login tests.

• Recommendations:

  • Verify that JWT_SECRET is correctly set in the environment variables during testing.
  • Update test configurations to include necessary environment variables.
  • Re-run tests to ensure authentication APIs comply with security requirements in the PRD.

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3. Employee Management APIs

• Modules:

  • employee.model.js
  • employee.controller.js
  • employee.routes.js

• Test Results:

  • Employee Model Test (employee.model.test.js): Passed (1/1 tests)
  • Employee Controller Test (employeeController.test.js): Failed
  • Employee Routes Test (employeeRoute.test.js): Failed

• Issues:

  • Controller and Routes tests failed due to missing corporationRoutes module in app.js.

• Recommendations:

  • Address the missing module issue in app.js.
  • Ensure employee APIs are fully functional and tested to manage employee data as per PRD specifications.

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4. Company and Corporation APIs

• Modules:

  • company.model.js
  • company.controller.js
  • company.routes.js
  • corporation.routes.js (Missing)

• Test Results:

  • Company Model Test (CompanyModel.test.js): Passed (3/3 tests)
  • Company Controller Test (CompanyController.test.js): Passed (10/10 tests)
  • Company Routes Test (CompanyRoutes.test.js): Failed

• Issues:

  • Routes tests failed due to missing corporationRoutes module in app.js.

• Recommendations:

  • Implement the corporationRoutes.js module as outlined in the PRD.
  • Update app.js to correctly include the corporation routes.
  • Re-run routes tests to validate company and corporation functionalities.

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5. Financial Reporting APIs

• Modules:

  • financialReport.model.js
  • financialReporting.controller.js

• Test Results:

  • Financial Reporting Controller Test (financialReportingController.test.js): Failed

• Issues:

  • Test failed due to missing node-mocks-http module, which is required for mocking HTTP requests in tests.

• Recommendations:

  • Install the node-mocks-http package:

    npm install node-mocks-http --save-dev

  • Update tests to ensure all dependencies are included.
  • Re-run tests to validate financial reporting APIs align with PRD's financial operations requirements.

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6. Equity Plan APIs

• Modules:

  • equityPlan.model.js
  • equityPlan.controller.js
  • equityPlan.routes.js

• Test Results:

  • Equity Plan Model Test (equityPlanModel.test.js): Passed (2/2 tests)
  • Equity Plan Controller Test (equityPlanController.test.js): Passed (5/5 tests)
  • Equity Plan Routes Test (equityPlanRoutes.test.js): Passed (5/5 tests)

• Status:

  • Fully functional and tested. Meets PRD requirements for equity management.

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7. Fundraising Round APIs

• Modules:

  • fundraisingRound.model.js
  • fundraisingRound.controller.js
  • fundraisingRound.routes.js

• Test Results:

  • Fundraising Round Model Test (fundraisingRoundModel.test.js): Passed (2/2 tests)
  • Fundraising Round Controller Test (fundraisingRoundController.test.js): Passed (5/5 tests)
  • Fundraising Round Routes Test (fundraisingRoundRoutes.test.js): Passed (5/5 tests)

• Status:

  • All functionalities are operational and tested, fulfilling the PRD's requirements for fundraising operations.

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8. Integration Module APIs

• Modules:

  • integrationModule.model.js
  • integrationController.js
  • integrationRoutes.js

• Test Results:

  • Integration Model Test (integrationModel.test.js): Passed (3/3 tests)
  • Integration Controller Test (integrationController.test.js): Passed (2/2 tests)
  • Integration Routes Test (integrationRoutes.test.js): Passed (3/3 tests)

• Status:

  • APIs are functioning correctly, ensuring external integrations as per PRD.

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9. Investment Tracker APIs

• Modules:

  • investmentTracker.model.js
  • investmentTracker.controller.js
  • investmentTracker.routes.js

• Test Results:

  • Investment Tracker Model Test (investmentTrackerModel.test.js): Passed (2/2 tests)
  • Investment Tracker Controller Test (investmentTrackerController.test.js): Passed (1/1 tests)
  • Investment Tracker Routes Test (investmentTrackerRoutes.test.js): Passed (2/2 tests)

• Status:

  • Operational and tested, meeting PRD specifications for tracking investments.

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10. Investor APIs

• Modules:

  • investor.model.js
  • investor.controller.js
  • investor.routes.js

• Test Results:

  • Investor Model Test (investor.model.test.js): Passed (7/7 tests)
  • Investor Controller Test (investorController.test.js): Passed (5/5 tests)
  • Investor Routes Test (investorRoutes.test.js): Passed (5/5 tests)

• Status:

  • APIs are compliant with PRD requirements for investor management.

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11. Invite Management APIs

• Modules:

  • inviteManagement.model.js
  • inviteManagement.controller.js
  • inviteManagement.routes.js

• Test Results:

  • Invite Management Model Test (inviteManagement.model.test.js): Passed (2/2 tests)
  • Invite Management Controller Test (inviteManagementController.test.js): Passed (6/6 tests)
  • Invite Management Routes Test (inviteManagementRoutes.test.js): Passed (4/4 tests)

• Status:

  • Fully operational, enabling user invitations as per PRD.

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12. Notification APIs

• Modules:

  • notification.model.js
  • notification.controller.js
  • notification.routes.js

• Test Results:

  • Notification Model Test (NotificationModels.test.js): Passed (3/3 tests)
  • Notification Controller Test (NotificationController.test.js): Passed (4/4 tests)
  • Notification Routes Test (NotificationRoutes.test.js): Passed (4/4 tests)

• Status:

  • Notification system is functional and tested, aligning with PRD.

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13. Share Class APIs

• Modules:

  • shareClass.model.js
  • shareClass.routes.js

• Test Results:

  • Share Class Model Test (shareClass.model.test.js): Passed (1/1 tests)
  • Share Class Routes Test (shareClassRoutes.test.js): Failed

• Issues:

  • Routes tests failed due to missing corporationRoutes module in app.js.

• Recommendations:

  • Address the missing module to ensure share class management meets PRD specifications.

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14. SPV Asset APIs

• Modules:

  • SPVasset.model.js
  • SPVasset.controller.js
  • SPVasset.routes.js

• Test Results:

  • SPVAsset Model Test (SPVassetModel.test.js): Passed (3/3 tests)
  • SPVAsset Controller Test (SPVassetController.test.js): Passed (3/3 tests)
  • SPVAsset Routes Test (SPVassetRoutes.test.js): Passed (3/3 tests)

• Status:

  • SPV asset functionalities are operational as per PRD.

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15. Stakeholder APIs

• Modules:

  • stakeholder.model.js
  • stakeholder.routes.js

• Test Results:

  • Stakeholder Model Test (stakeholder.model.test.js): Passed (1/1 tests)
  • Stakeholder Routes Test (stakeholderRoutes.test.js): Failed

• Issues:

  • Routes tests failed due to missing corporationRoutes module in app.js.

• Recommendations:

  • Fix the routing issue to ensure stakeholder management APIs are fully functional.

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16. Tax Calculator APIs

• Modules:

  • TaxCalculator.model.js
  • TaxCalculator.routes.js

• Test Results:

  • Tax Calculator Model Test (TaxCalculatorModel.test.js): Passed (3/3 tests)
  • Tax Calculator Routes Test (TaxCalculatorRoutes.test.js): Passed (8/8 tests)

• Status:

  • Tax calculation functionalities are operational and tested, satisfying PRD requirements.

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17. Miscellaneous

• Deprecation Warnings:

  • Across several tests, deprecation warnings were observed for:
    • collection.ensureIndex: Use createIndexes instead.
    • findOneAndUpdate and findOneAndDelete: Set useFindAndModify: false.

• Recommendations:

  • Update Mongoose connection options:

    mongoose.connect(process.env.MONGODB_URI, {
      useNewUrlParser: true,
      useUnifiedTopology: true,
      useCreateIndex: true,
      useFindAndModify: false,
    });

  • Review all schema definitions to replace deprecated methods.

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Summary of Issues and Action Items

1. Missing corporationRoutes Module:

   • Affects multiple test suites (employee, company, shareClass, stakeholder, user).
   • Action: Implement the corporationRoutes.js module or update app.js to correctly reference existing routes.

2. Authentication Tests Failing:

   • Due to missing JWT_SECRET.
   • Action: Ensure environment variables are correctly set during testing.

3. Missing Dependencies in Tests:

   • financialReportingController.test.js failed due to missing node-mocks-http.
   • Action: Install missing packages and verify test configurations.

4. Deprecation Warnings:

   • Action: Update Mongoose configurations and schema definitions to remove deprecation warnings.

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Recommendations for Alignment with PRD

• Resolve Critical Failures:

  • Prioritize fixing failed tests to ensure all APIs meet the robustness and reliability criteria outlined in the PRD.

• Enhance Test Coverage:

  • Verify that all functionalities specified in the PRD are covered by tests, including edge cases and error handling.

• Security Compliance:

  • Ensure authentication and authorization mechanisms are secure, following best practices to meet compliance requirements.

• Update Documentation:

  • Maintain up-to-date API documentation reflecting any changes or updates made during testing and bug fixes.

• Code Quality and Maintainability:

  • Refactor code where necessary to improve readability and maintainability, aligning with the PRD's emphasis on code quality.

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Conclusion

The Open Cap Stack APIs are progressing well, with the majority of modules passing their respective tests. Addressing the identified issues will align the project closely with the PRD objectives, ensuring a robust, secure, and reliable API platform.

Next Steps:

• Development Team:

  • Fix the identified issues and re-run tests.
  • Update the codebase to resolve deprecation warnings.

• Project Manager:

  • Monitor progress on resolving issues.
  • Schedule a review meeting to reassess project status post-fixes.

• Quality Assurance:

  • Once fixes are implemented, perform a comprehensive test run.
  • Validate that all APIs meet the PRD requirements.