EZAlgo Knowledge Base Trading Platform Documentation & Plans

EZAlgo Command Center → Docmost Wiki Migration Plan

2026-05-31
EZAlgo

EZAlgo Command Center → Docmost Wiki Migration Plan

Goal

Consolidate scattered project documentation into the Docmost wiki, prioritizing accuracy, relevance, and conciseness. Weed out outdated content, condense where possible, and ensure the most critical domain-knowledge (training logic, confluence, threshold, live trading, backtest, strategy isolation, data pipeline) lands in a well-structured wiki.


Current State

Source (project filesystem)

Directory Files Total Size Nature
_wiki_ezalgo_donotdelete/ ~36 ~750 KB Gold mine — existing wiki export (BackTesting, LiveTrading, StrategyIsolation, RangeBarBuilder, InstantCalculation, DataPipeline, Setups/Threshold+Confluence, Observability, UI/UX, Chart)
docs/ (excl SciChart vendor) ~120 ~2.5 MB Mixed: completed redesign docs (DONE/), war plans, superpowers plans/audits, ops, CI/CD
docs/DONE/ ~80 ~1.5 MB Completed feature docs (badge-overlay, optimizer, viewport-zoom, production-chart-data, backend-trading-pivot, signal-pipeline-stability, etc.)
docs/SCICHARTS_CONFIG_WARPLAN/ ~11 ~500 KB SciChart configuration war-room logs + migration plans
docs/superpowers/ ~10 ~200 KB Specs, plans, audits (threshold backtest, backend signal truth, webhook simplification)
.planning/ ~210 ~4 MB Milestones v7–v9, research docs, codebase concerns, trading-readiness audit, debug logs
services/live-trading/ 3 ~30 KB README, hardened setup, handoff
plugins/caveman/ 3 ~10 KB Caveman plugin docs
CLAUDE.md, AGENTS.md 2 ~15 KB AI agent instructions (not wiki material)
docs/SciChart_Samples/SciChartDOCS/ 337 ~6 MB Vendor docs — SciChart typedoc/API reference. Skip (external, not ours)
_bmad/, .agent/, .cursor/, .windsurf/, .opencode/ ~500+ ~5 MB Framework/agent config — skip (tool-generated, not domain knowledge)

Project-native content (what matters): ~380 files, ~8 MB raw After filtering vendor/framework noise: ~370 files, ~8 MB

Destination (Docmost wiki — EZAlgoCommandCenter space)

Already populated with 100+ pages — but almost entirely Archon tooling documentation (Book of Archon, Adapters, Deployment, etc.). This is the Archon product docs, NOT EZAlgo domain docs.

Existing root pages in the EZAlgoCommandCenter space:

  • Agents (root) — coworking rules
  • Archon Documentation (root + many children) — Archon product docs
  • MCP Servers (root) — server inventory
  • Server Services & Web UIs (root) — connection info
  • Skills Inventory (root) — Hermes skills list
  • Web UIs & Dashboards (root)
  • Plans of Action (root) — plan index
  • Roadmap, Brand, Contributing, Deployment, Guides, Reference — Archon children

Gap: The wiki has infrastructure/tooling docs but zero EZAlgo domain pages — no BackTesting, no LiveTrading, no StrategyIsolation, no Confluence, no Threshold, no Data Pipeline, no RangeBarBuilder.


Proposed Wiki Structure

New top-level pages under the EZAlgoCommandCenter space:

EZAlgoCommandCenter
├── (existing Archon/infrastructure pages — keep as-is)
│
├── System Architecture          ← from _wiki/EZALGO_SYSTEM_MAP.md + IMPLEMENTATION_AUDIT.md
│
├── Trading & Signals
│   ├── Signal Pipeline & Threshold    ← from _wiki/Setups/Threshold.md + docs/superpowers/plans/backend-signal-truth.md
│   ├── Confluence Logic              ← from _wiki/Setups/Confluence.md + Combined.md
│   ├── Instant Calculation            ← from _wiki/InstantCalculation/
│   └── Data Pipeline                  ← from _wiki/DataPipeline/data-flow.md
│
├── BackTesting
│   ├── Overview & Architecture        ← from _wiki/BackTesting/Plan-of-Action.md + Implementation-Plan-v3.md (condensed)
│   ├── Position Logic                 ← from _wiki/BackTesting/PositionLogic/
│   └── Strategy Workspace Fix        ← from _wiki/BackTesting/Strategy-Workspace-Arhitecture-Fix.md
│
├── Live Trading
│   ├── Architecture & Quick Reference ← from _wiki/LiveTrading/Architecture-Quick-Reference.md
│   ├── Webhook → RabbitMQ Pipeline   ← from _wiki/LiveTrading/webhook-confirmed-rabbitmq-pipeline.md
│   ├── Backend-Owned Trading (Redis)  ← from _wiki/LiveTrading/backend-owned-trading-redis-streams.md + docs/DONE/backend-owned-trading-engine-pivot/
│   ├── Tests & Verification          ← from _wiki/LiveTrading/Tests-And-Verification/
│   └── Debugging & Troubleshooting    ← from _wiki/LiveTrading/Debugging-and-Troubleshooting.md
│
├── Strategy Isolation
│   ├── Architecture                  ← from _wiki/StrategyIsolation/Architecture.md + HowItWorks.md
│   ├── Parameter Storage             ← from _wiki/StrategyIsolation/ParameterStorage.md
│   ├── Data Flow                     ← from _wiki/StrategyIsolation/DataFlow.md
│   └── Current State                  ← from _wiki/StrategyIsolation/CurrentState.md (validate against code)
│
├── Range Bar Builder
│   ├── Overview                       ← from _wiki/RangeBarBuilder/range-bar-builder-overview.md
│   ├── Integrity Plan                 ← from _wiki/RangeBarBuilder/range-bar-integrity-plan.md
│   └── Known Bugs                     ← from _wiki/RangeBarBuilder/BugReport/
│
├── Observability
│   ├── GlitchTip Setup                ← from _wiki/Observability/GLITCHTIP_SETUP.md + GlitchTip_Javascript.md
│   └── Bug Radar / Error Tracking     ← from _wiki/Observability/Bug_Radar.md (condensed from ErrorsConsole.md)
│
├── UI & Charting
│   ├── Chart / SciChart Integration  ← from _wiki/Chart/chart-scichart.md + docs/SCICHARTS_CONFIG_WARPLAN/ (condensed)
│   └── UI Panels                      ← from _wiki/UI_UX/ui-panels.md
│
├── Completed Work (Archive)
│   ├── Badge Overlay Redesign        ← condensed from docs/DONE/badge-overlay-redesign/ (12 files → 1-2 pages)
│   ├── Optimizer Redesign            ← condensed from docs/DONE/_Optimizer_Redesign/ (7 files → 1 page)
│   ├── ViewportZoom                  ← condensed from docs/DONE/ViewportZoom/ (7 files → 1 page)
│   ├── Production Chart Data         ← condensed from docs/DONE/ProductionChartData/ (7 files → 1 page)
│   ├── Signal Pipeline Stability     ← condensed from docs/DONE/SignalPipelineStability/ (9 files → 1 page)
│   └── (other DONE items)
│
└── Active Plans & Research
    ├── Trading Readiness Audit        ← from .planning/trading-readiness-audit/ (7 files → 1-2 condensed pages)
    ├── Codebase Stability Concerns    ← from .planning/codebase-stability-codex/ (key concerns, skip debug logs)
    ├── Strategy Parameter Refactor    ← from .planning/phases/71/ (active — research summary only)
    └── Polars Migration Verification  ← from .planning/milestones/v9/68/ (active — research summary only)

Estimated output: ~35-50 wiki pages (down from ~370 source files)


Processing Strategy

Tier 1 — Direct migration (high-confidence, current content)

Read source, validate headers/structure are still relevant, write to Docmost with minimal edits:

  • _wiki_ezalgo_donotdelete/ → most pages are already wiki-shaped

Tier 2 — Condensation (many files → fewer wiki pages)

Group related source files, extract the key design decisions and current state, produce condensed wiki pages:

  • docs/DONE/ subdirectories (each feature folder condensed to 1 page)
  • .planning/trading-readiness-audit/ (7 files → 1-2 pages)

Tier 3 — Fresh synthesis (outdated source, needs code validation)

Read source for intent, then validate against current codebase to produce an accurate current-state page:

  • StrategyIsolation/CurrentState.md — may be stale
  • _wiki/Setups/Confluence.md + Threshold.md — core logic, must verify

Skip entirely

  • docs/SciChart_Samples/SciChartDOCS/ (337 files) — vendor docs, not our content
  • _bmad/, .agent/, .cursor/, .windsurf/, .opencode/ — framework/agent configs
  • SuperAI/agent-workflow-bundle/ — workflow templates
  • .planning/debug/ (15 files) — transient debug logs
  • CLAUDE.md, AGENTS.md — AI agent instructions
  • .claude/, .augment/, .agents/ — more agent configs

Execution Plan (3 parallel subagents)

Subagent A: Core Domain Docs (Trading/Signals/Pipeline)

Scope: _wiki_ezalgo_donotdelete/ core pages

Files to process:

  1. Setups/Threshold.md — signal threshold logic
  2. Setups/Confluence.md — confluence logic
  3. DataPipeline/data-flow.md — data flow architecture
  4. InstantCalculation/instant-calculation.md + idea-scratchpad.md
  5. EZALGO_SYSTEM_MAP.md — system map (becomes “System Architecture” parent)

Actions: Read each file, condense/clean if needed, create corresponding Docmost pages under the “Trading & Signals” and “System Architecture” sections.

Subagent B: BackTesting + LiveTrading + StrategyIsolation + RangeBarBuilder

Scope: _wiki_ezalgo_donotdelete/ operational pages

Files to process:

  1. BackTesting/Plan-of-Action.mdBackTesting/Implementation-Plan-v3.mdBackTesting/Strategy-Workspace-Arhitecture-Fix.mdBackTesting/PositionLogic/BackTesting/RoughNewConversation.md
  2. LiveTrading/Architecture-Quick-Reference.mdLiveTrading/webhook-confirmed-rabbitmq-pipeline.mdLiveTrading/backend-owned-trading-redis-streams.mdLiveTrading/Tests-And-Verification/LiveTrading/Debugging-and-Troubleshooting.mdLiveTrading/Home.md
  3. StrategyIsolation/Architecture.mdStrategyIsolation/HowItWorks.mdStrategyIsolation/ParameterStorage.mdStrategyIsolation/DataFlow.mdStrategyIsolation/CurrentState.md
  4. RangeBarBuilder/range-bar-builder-overview.mdRangeBarBuilder/range-bar-integrity-plan.mdRangeBarBuilder/BugReport/

Actions: Read, condense outdated sections, create Docmost pages.

Subagent C: docs/DONE/ + .planning/ + Observability + UI

Scope: Completed work archive, active plans, observability

Files to process:

  1. Observability/ErrorsConsole.md (263KB! — extract key error patterns, drop raw log dump) + Observability/Bug_Radar.md + Observability/GLITCHTIP_SETUP.md + Observability/GlitchTip_Javascript.md
  2. docs/DONE/badge-overlay-redesign/ (12 files → 1 condensed page)
  3. docs/DONE/_Optimizer_Redesign/ (7 files → 1 condensed page)
  4. docs/DONE/backend-owned-trading-engine-pivot/ (7 files → 1 page, cross-link with LiveTrading)
  5. docs/DONE/SignalPipelineStability/ (9 files → 1 page)
  6. .planning/trading-readiness-audit/ (7 files → 1-2 condensed pages with key concerns)
  7. docs/superpowers/plans/2026-04-28-backend-signal-truth.md + 2026-04-28-threshold-backtest-engine-performance.md
  8. Chart/chart-scichart.md + UI_UX/ui-panels.md
  9. Launch_Stabilaization/PLAN.md

Actions: Read, heavily condense (these are the “caveman treatment” candidates), create archive/reference pages.


Accuracy Validation

For critical domain pages (Threshold, Confluence, Strategy Isolation Current State):

  • After writing the Docmost page, cross-reference key claims against the current codebase using GitNexus or grep
  • Flag any discrepancies as ⚠️ Needs verification at the top of the page
  • The user can review and confirm

Risks & Open Questions

  1. Docmost API rate limits or content size limits — some source files are huge (263KB ErrorsConsole.md). We’ll need to condense before writing.
  2. Existing Docmost page collisions — the wiki already has 100+ Archon pages. We’re adding NEW pages, not overwriting, so this should be safe.
  3. Outdated content in _wiki_ezalgo_donotdelete — this directory name suggests it may have been exported from a previous wiki. Content could be stale. We’ll validate against code for Tier 3 items.
  4. Docmost list_pages API errors — we saw NaN errors. We may need to work around this by creating pages directly and using search to verify.

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