docs(roadmap): add OpenBB as the reference (🐐) project#27
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OpenBB's Open Data Platform is the closest large-scale analogue to this project: a single normalized core exposed across Python SDK, REST, CLI, MCP, Excel and a Workspace UI. Capture what to copy (provider plugins, scaffolding, spreadsheet surface, MCP-first) and where we deliberately diverge (MIT/self-host-first vs AGPLv3+Hub, BR public sources vs global paid providers). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VHpJgPMzzpraMW38wBorK8
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📝 WalkthroughWalkthroughROADMAP.md adds a new OpenBB reference subsection. It lists architecture and surface areas under evaluation, and notes which OpenBB-specific components are not being adopted. ChangesOpenBB reference section
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Code Review
This pull request updates the ROADMAP.md file to document architectural lessons and evaluations from the OpenBB project, detailing alignment on a single normalized core and MCP, potential future extensions, and deliberate divergences. The review feedback suggests minor improvements for consistency and accuracy, specifically updating the OpenBB link to point to its main repository page and renaming the 'Worth copying:' heading to 'Evaluation:' to better reflect the mixed status of the listed items.
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| ## 📚 Lessons from adjacent projects | ||
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| ### From [OpenBB-finance/OpenBB](https://github.com/OpenBB-finance/OpenBB/releases) (Python, global) — the reference 🐐 |
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For consistency with the other adjacent projects listed in this section (which link to their main repository pages), it is better to link to the main repository page of OpenBB rather than its releases page.
| ### From [OpenBB-finance/OpenBB](https://github.com/OpenBB-finance/OpenBB/releases) (Python, global) — the reference 🐐 | |
| ### From [OpenBB-finance/OpenBB](https://github.com/OpenBB-finance/OpenBB) (Python, global) — the reference 🐐 |
| Workspace UI. That is precisely our thesis (lib + REST + CLI + MCP over a single | ||
| normalized core), validated at scale. | ||
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| Worth copying: |
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The heading "Worth copying:" is slightly misleading because the list below contains not only features worth copying (🟡), but also features already implemented (✅) and aspects where the project deliberately diverges (❌). Changing this to a more neutral heading like "Evaluation:" or "Lessons:" would be more accurate.
| Worth copying: | |
| Evaluation: |
- Link OpenBB to its main repo page for consistency with the other adjacent-project references - Rename 'Worth copying:' to 'Evaluation:' since the list mixes already-done (checkmark), worth-borrowing, and deliberate-divergence items Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VHpJgPMzzpraMW38wBorK8
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* docs(roadmap): add OpenBB as the reference project in lessons learned OpenBB's Open Data Platform is the closest large-scale analogue to this project: a single normalized core exposed across Python SDK, REST, CLI, MCP, Excel and a Workspace UI. Capture what to copy (provider plugins, scaffolding, spreadsheet surface, MCP-first) and where we deliberately diverge (MIT/self-host-first vs AGPLv3+Hub, BR public sources vs global paid providers). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VHpJgPMzzpraMW38wBorK8 * docs(roadmap): address review — repo link + neutral heading - Link OpenBB to its main repo page for consistency with the other adjacent-project references - Rename 'Worth copying:' to 'Evaluation:' since the list mixes already-done (checkmark), worth-borrowing, and deliberate-divergence items Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VHpJgPMzzpraMW38wBorK8 --------- Co-authored-by: Claude <noreply@anthropic.com>
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What
Adds OpenBB-finance/OpenBB as the lead entry in the Lessons from adjacent projects section of
ROADMAP.md.Why
OpenBB's Open Data Platform is the closest large-scale analogue to this project — a "connect once, consume everywhere" layer that exposes one normalized core across a Python SDK, CLI, FastAPI REST server, MCP server, Excel and the Workspace UI. That validates our own lib + REST + CLI + MCP thesis, so it's the natural reference (the 🐐) to measure against.
The new subsection follows the existing ✅ / 🟡 / ❌ format and captures:
new-sourcescaffold, a spreadsheet bridge)Notes
Docs-only change. No code or tests affected.
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