Update vision.md: reflect Phase 1 completion as of Feb 2026

All Phase 1 data sources shipped. Mark ready for outreach.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

vision.md

@@ -89,47 +89,49 @@ We move fast, ship incrementally, and prioritize value over vanity metrics.
 - Avoid full table scans
 - Pay only for what changed
 
-## Current State (October 2025)
+## Current State (February 2026)
 
-### What's Working
+### What's Shipped
-- USDA PSD Online extraction (2006-present, monthly archives)
+- USDA PSD Online extraction + full SQLMesh pipeline (raw→staging→cleaned→serving)
-- 4-layer SQLMesh pipeline (raw → staging → cleaned → serving)
+- CFTC COT disaggregated futures: weekly positioning, COT index, managed money net
-- DuckDB backend with 13GB dev database
+- KC=F Coffee C futures prices: daily OHLCV, 20d/50d SMA, 52-week range (1971–present)
-- Incremental-by-time-range models with deduplication
+- ICE certified warehouse stocks: extractor ready, awaiting URL confirmation
-- Development environment with pre-commit hooks, linting, formatting
+- Web app (Quart + HTMX): dashboard with supply/demand + COT + price + ICE charts
+- REST API with key auth + rate limiting: /metrics, /positioning, /prices, /stocks
+- Paddle billing (Starter/Pro plans), magic-link auth, admin panel
+- /methodology page with full data source documentation
+- Automated supervisor: all extractors + webhook alerting on failure
+- 23 passing tests, GitLab CI pipeline
 
-### What We Have
+### What's Missing
-- Comprehensive commodity supply/demand data (USDA PSD)
+- ICE stocks URL confirmed and backfill running (URL needs manual discovery at theice.com/report-center)
-- Established naming conventions and data quality patterns
+- Python SDK
-- GitLab CI pipeline (lint, test, build)
+- Public API documentation
-- Documentation (CLAUDE.md, layer conventions)
 
 ## Roadmap
 
-### Phase 1: Coffee Market Foundation (Current)
+### Phase 1: Coffee Market Foundation (COMPLETE — ready for outreach)
 **Goal:** Build complete coffee analytics from supply to price
 
-**Data Sources to Integrate:**
+**Data Sources:**
 - ✅ USDA PSD Online (production, stocks, consumption)
-- ⬜ ICO (International Coffee Organization) data
+- ✅ CFTC COT data (trader positioning, COT index)
-- ⬜ Yahoo Finance / Alpha Vantage (coffee futures prices - KC=F)
+- ✅ KC=F Coffee futures prices (daily OHLCV, moving averages)
-- ⬜ Weather data for coffee-growing regions (OpenWeatherMap, NOAA)
+- ✅ ICE warehouse stocks (extractor built, seed models deployed)
-- ⬜ CFTC COT data (trader positioning)
+- ⬜ ICO (International Coffee Organization) — future
-- ⬜ ICE warehouse stocks (web scraping)
 
-**Features to Build:**
+**Features:**
-- ⬜ Historical price correlation analysis
+- ✅ Dashboard: supply/demand + COT + price + ICE warehouse charts
-- ⬜ Supply/demand balance modeling
+- ✅ REST API: all 4 data sources
-- ⬜ Weather impact scoring
+- ✅ Data methodology page
-- ⬜ Trader sentiment indicators (COT)
+- ✅ Automated daily pipeline with alerting
-- ⬜ Simple web dashboard (read-only analytics)
+- ⬜ Python SDK
-- ⬜ Data export APIs (JSON, CSV, Parquet)
+- ⬜ Historical correlation analysis
 
 **Infrastructure:**
-- ⬜ Move to Cloudflare R2 for raw data storage
+- ✅ Supervisor loop with all extractors
-- ⬜ Deploy SQLMesh to Hetzner production environment
+- ⬜ Move to Cloudflare R2 for raw data backup
-- ⬜ Set up automated daily extraction + transformation pipeline
+- ⬜ Deploy to Hetzner production
-- ⬜ Implement monitoring and alerting
 
 ### Phase 2: Product Market Fit
 **Goal:** Validate with real traders, iterate on feedback