From a5325a4f0bea5851c0727fce446d3c7fc0e4d062 Mon Sep 17 00:00:00 2001 From: Claude Date: Thu, 25 Jun 2026 02:39:51 +0000 Subject: [PATCH 1/2] 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 Claude-Session: https://claude.ai/code/session_01VHpJgPMzzpraMW38wBorK8 --- ROADMAP.md | 34 ++++++++++++++++++++++++++++++++++ 1 file changed, 34 insertions(+) diff --git a/ROADMAP.md b/ROADMAP.md index 7ffc047..a437419 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -79,6 +79,40 @@ Status: **v0.1.0 — alpha, release-ready for local/self-hosted use.** ## 📚 Lessons from adjacent projects +### From [OpenBB-finance/OpenBB](https://github.com/OpenBB-finance/OpenBB/releases) (Python, global) — the reference 🐐 + +The closest large-scale analogue to what we're building, and the bar to measure +against. OpenBB's Open Data Platform is a *"connect once, consume everywhere"* +layer that exposes the same standardized data across a Python SDK, a CLI, a +FastAPI REST server, an MCP server for AI agents, Excel, and the OpenBB +Workspace UI. That is precisely our thesis (lib + REST + CLI + MCP over a single +normalized core), validated at scale. + +Worth copying: + +- ✅ **Single normalized core, many surfaces.** Our `sources//` feeding + one model that the Python lib, REST, CLI and `/mcp` all reuse mirrors their + architecture — we are directionally correct, keep it that way. +- ✅ **MCP as a first-class surface.** OpenBB ships an MCP server alongside REST; + validates our early bet on `/mcp` instead of treating it as an afterthought. +- 🟡 **Provider/extension system as installable packages.** OpenBB lets third + parties add data sources *without forking core* — separate extension repos, + discovered at runtime. Our `sources/` are in-tree today; a plugin/entry-point + mechanism is the natural path once external contributors want their own + source without a PR to core. +- 🟡 **"Build once, deploy everywhere" templates.** A scaffolding command for a + new source (`findata new-source `) would lower the contribution bar the + way their extension template does. +- 🟡 **Spreadsheet surface.** Their Excel add-in is a reminder that many BR + analysts live in spreadsheets; a thin `=FINDATA(...)` bridge over the REST API + is a cheap, high-leverage future surface. +- ❌ **AGPLv3 + enterprise Workspace/Hub.** OpenBB is AGPLv3 with a hosted + pro tier. We are deliberately MIT and self-host-first — do not import the + account/Hub/proprietary-provider machinery; it cuts against the manifesto. +- ❌ **Global/paid-provider breadth (FMP, Polygon, etc.).** Our scope is BR + public sources with no API keys; chasing global paid providers would dilute + the "if the data is public, the infra should be too" thesis. + ### From [Tpessia/dados-findanceiros](https://github.com/Tpessia/dados-financeiros) (TS/NestJS, BR) Already absorbed: From 9a18ace1eb6b62a0067031467923176d4a774e6f Mon Sep 17 00:00:00 2001 From: Claude Date: Thu, 25 Jun 2026 02:41:09 +0000 Subject: [PATCH 2/2] =?UTF-8?q?docs(roadmap):=20address=20review=20?= =?UTF-8?q?=E2=80=94=20repo=20link=20+=20neutral=20heading?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - 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 Claude-Session: https://claude.ai/code/session_01VHpJgPMzzpraMW38wBorK8 --- ROADMAP.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/ROADMAP.md b/ROADMAP.md index a437419..3e38065 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -79,7 +79,7 @@ Status: **v0.1.0 — alpha, release-ready for local/self-hosted use.** ## 📚 Lessons from adjacent projects -### 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 🐐 The closest large-scale analogue to what we're building, and the bar to measure against. OpenBB's Open Data Platform is a *"connect once, consume everywhere"* @@ -88,7 +88,7 @@ FastAPI REST server, an MCP server for AI agents, Excel, and the OpenBB Workspace UI. That is precisely our thesis (lib + REST + CLI + MCP over a single normalized core), validated at scale. -Worth copying: +Evaluation: - ✅ **Single normalized core, many surfaces.** Our `sources//` feeding one model that the Python lib, REST, CLI and `/mcp` all reuse mirrors their