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CurrenciCombo/README.md
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docs: Update README and FINAL_STATUS for quick start setup and project readiness
- Added quick start instructions in README.md for first-time setup, including commands for complete setup, verification, and service start.
- Revised FINAL_STATUS.md to reflect the project's infrastructure completion and readiness for execution, detailing scripts created and documentation status.
2025-11-06 21:31:55 -08:00

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# ISO-20022 Combo Flow
A visual workflow builder for composing multi-step financial transactions that combine ISO-20022 banking messages with DLT (Distributed Ledger Technology) operations. Think of it as combining Venmo, your bank, and a crypto exchange into one easy-to-use interface.
## 🎯 Overview
This system enables users to build complex financial workflows by:
- Dragging and dropping financial steps (borrow, swap, repay, pay)
- Combining DeFi protocols with traditional banking rails
- Executing multi-step transactions atomically using 2PC (Two-Phase Commit)
- Ensuring compliance with LEI/DID/KYC/AML requirements
- Providing real-time execution monitoring and audit trails
## 🚀 Deployment Models
The system supports three deployment models:
- **Web App (Hosted)**: For approved parties (enterprise clients, financial institutions)
- Azure AD authentication, RBAC, IP whitelisting
- Full compliance features and audit logs
- **PWA (Mobile)**: Progressive Web App for mobile users
- Offline support, push notifications, installable
- Same backend with mobile-optimized UI
- **DApp (Public)**: Decentralized app for general public
- Wallet-based authentication (MetaMask, WalletConnect)
- Open access, public plan templates
See [Deployment Architecture](./docs/DEPLOYMENT_ARCHITECTURE.md) for details.
## 🏗️ Architecture
```
CurrenciCombo/
├── webapp/ # Next.js 14 frontend application
├── orchestrator/ # Backend orchestrator service (TypeScript/Express)
├── contracts/ # Smart contracts (Solidity)
└── docs/ # Documentation and specifications
```
## ✨ Features
### Frontend
- 🎨 Drag-and-drop workflow builder
- 🔄 Real-time execution monitoring via SSE
- ✅ Compliance status dashboard (LEI/DID/KYC/AML)
- 🧪 Optional simulation panel for advanced users
- 🔐 Multi-wallet Web3 integration
- 📊 Step dependency visualization
### Backend
- 🔄 2PC (Two-Phase Commit) execution coordination
- 📝 ISO-20022 message generation (pacs.008, camt.052/053, camt.056)
- 🏦 Multi-bank connector support (SWIFT, SEPA, FedNow)
- 🔒 Compliance engine integration
- 📋 Notary service for immutable audit trails
- 🎫 Receipt generation and aggregation
### Smart Contracts
- ⚡ Atomic execution handler
- 📜 Adapter registry with whitelist/blacklist
- 🔐 Notary registry for codehash tracking
- 🔌 Example adapters (Uniswap, Aave, ISO-20022 Pay)
## 🚀 Quick Start
### Prerequisites
- Node.js 18+
- npm or yarn
- Git
- Docker (optional, for local PostgreSQL)
### Installation
1. **Clone the repository**
```bash
git clone https://github.com/your-org/CurrenciCombo.git
cd CurrenciCombo
```
2. **Install dependencies**
```bash
# Frontend
cd webapp
npm install
# Backend
cd ../orchestrator
npm install
# Smart Contracts
cd ../contracts
npm install
```
3. **Set up environment variables**
```bash
# Frontend - Create webapp/.env.local
NEXT_PUBLIC_ORCH_URL=http://localhost:8080
NEXTAUTH_SECRET=dev-secret-change-in-production-min-32-chars
# Backend - Create orchestrator/.env
PORT=8080
NODE_ENV=development
SESSION_SECRET=dev-session-secret-minimum-32-characters-long
```
4. **Set up database (optional for development)**
```bash
# Using Docker (recommended)
docker run --name combo-postgres `
-e POSTGRES_PASSWORD=postgres `
-e POSTGRES_DB=comboflow `
-p 5432:5432 `
-d postgres:15
# Update orchestrator/.env
DATABASE_URL=postgresql://postgres:postgres@localhost:5432/comboflow
RUN_MIGRATIONS=true
# Run migrations
cd orchestrator
npm run migrate
```
### Development
**Quick Start (First Time Setup)**
```bash
# Complete setup (installs dependencies, creates env files, sets up database)
./scripts/setup-complete.sh
# Verify everything (runs all verification tests)
./scripts/verify-all.sh
# Start all services
./scripts/start-all.sh
```
**Start all services (WSL/Ubuntu)**
```bash
./scripts/start-all.sh
```
**Or start individually:**
**Frontend (Next.js)**
```bash
cd webapp
npm run dev
# Open http://localhost:3000
# Wait 10-30 seconds for Next.js to compile
```
**Orchestrator Service**
```bash
cd orchestrator
npm run dev
# Runs on http://localhost:8080
# Health check: http://localhost:8080/health
```
**Smart Contracts**
```bash
cd contracts
npm run compile
npm run test
```
### Troubleshooting
**Frontend not loading?**
```bash
./scripts/fix-frontend.sh
```
**Check service status:**
```bash
./scripts/check-status.sh
```
**Run functionality tests:**
```bash
./scripts/test-curl.sh
```
**Note**: This project uses WSL/Ubuntu for development. See [WSL Setup Guide](./docs/WSL_SETUP.md) for setup instructions.
See [Frontend Troubleshooting](./docs/FRONTEND_TROUBLESHOOTING.md) for more help.
## 📚 Documentation
### Getting Started
- [Developer Onboarding](./docs/DEVELOPER_ONBOARDING.md)
- [Development Setup](./docs/DEV_SETUP.md)
- [Frontend Troubleshooting](./docs/FRONTEND_TROUBLESHOOTING.md)
- [Database Options](./docs/DATABASE_OPTIONS.md) - Local vs Azure
### Architecture & Design
- [Deployment Architecture](./docs/DEPLOYMENT_ARCHITECTURE.md) - Web App, PWA, DApp
- [Engineering Ticket Breakdown](./docs/Engineering_Ticket_Breakdown.md)
- [UI/UX Specification](./docs/UI_UX_Specification_Builder_V2.md)
- [Smart Contract Interfaces](./docs/Smart_Contract_Interfaces.md)
- [Adapter Architecture](./docs/Adapter_Architecture_Spec.md)
- [Compliance Integration](./docs/Compliance_Integration_Spec.md)
- [Architecture Decision Records](./docs/ADRs/ADR-001-Architecture-Decisions.md)
### Operations
- [Deployment Runbook](./docs/DEPLOYMENT_RUNBOOK.md)
- [Troubleshooting Guide](./docs/TROUBLESHOOTING.md)
- [Production Checklist](./docs/PRODUCTION_CHECKLIST.md)
- [API Deprecation Policy](./docs/API_DEPRECATION_POLICY.md)
### Testing & Status
- [CURL Test Summary](./docs/CURL_TEST_SUMMARY.md)
- [Full Status Check](./docs/FULL_STATUS_CHECK.md)
- [Services Status](./docs/SERVICES_RUNNING.md)
### Specifications
- [OpenAPI Specification](./docs/Orchestrator_OpenAPI_Spec.yaml)
- [ISO Message Samples](./docs/ISO_Message_Samples.md)
- [Error Handling & Rollback](./docs/Error_Handling_Rollback_Spec.md)
- [Simulation Engine](./docs/Simulation_Engine_Spec.md)
### User Guides
- [User Guide](./docs/USER_GUIDE.md)
- [Postman Collection](./docs/POSTMAN_COLLECTION.md)
### Project Status
- [Final Implementation Summary](./docs/FINAL_IMPLEMENTATION_SUMMARY.md)
- [Completion Report](./docs/COMPLETION_REPORT.md)
- [Answers Summary](./docs/ANSWERS_SUMMARY.md)
## 🧪 Testing
### E2E Tests (Playwright)
```bash
cd webapp
npm run test:e2e
```
### Smart Contract Tests (Hardhat)
```bash
cd contracts
npm run test
```
## 🔧 Configuration
### Environment Variables
**Frontend** (`webapp/.env.local`):
```env
# Required
NEXT_PUBLIC_ORCH_URL=http://localhost:8080
NEXTAUTH_SECRET=dev-secret-change-in-production-min-32-chars
# Optional (for Azure AD authentication)
NEXTAUTH_URL=http://localhost:3000
AZURE_AD_CLIENT_ID=your-azure-ad-client-id
AZURE_AD_CLIENT_SECRET=your-azure-ad-client-secret
AZURE_AD_TENANT_ID=common
```
**Orchestrator** (`orchestrator/.env`):
```env
# Required
PORT=8080
NODE_ENV=development
SESSION_SECRET=dev-session-secret-minimum-32-characters-long
JWT_SECRET=dev-jwt-secret-minimum-32-characters-long
# Optional (for database)
DATABASE_URL=postgresql://postgres:postgres@localhost:5432/comboflow
RUN_MIGRATIONS=false
# Optional (for Redis caching)
REDIS_URL=redis://localhost:6379
# Optional (for API authentication)
API_KEYS=dev-key-123
ALLOWED_IPS=127.0.0.1,::1
```
See [Database Options](./docs/DATABASE_OPTIONS.md) for database setup.
## 📦 Project Structure
```
.
├── webapp/ # Next.js frontend
│ ├── src/
│ │ ├── app/ # App router pages
│ │ │ ├── (webapp)/ # Web App routes (approved parties)
│ │ │ ├── (pwa)/ # PWA routes (mobile)
│ │ │ └── (dapp)/ # DApp routes (public)
│ │ ├── components/ # React components
│ │ ├── lib/ # Utilities
│ │ └── store/ # Zustand state
│ └── tests/e2e/ # Playwright tests
├── orchestrator/ # Backend service
│ ├── src/
│ │ ├── api/ # Express routes
│ │ ├── services/ # Business logic
│ │ ├── integrations/ # External integrations
│ │ ├── middleware/ # Security, auth, validation
│ │ ├── db/ # Database layer
│ │ └── config/ # Configuration
│ └── .env # Environment variables
├── contracts/ # Smart contracts
│ ├── ComboHandler.sol # Main handler
│ ├── NotaryRegistry.sol # Notary registry
│ ├── AdapterRegistry.sol # Adapter registry
│ └── adapters/ # Protocol adapters
├── scripts/ # Utility scripts (WSL/Ubuntu)
│ ├── start-all.sh # Start all services
│ ├── check-status.sh # Check service status
│ ├── test-curl.sh # Functionality tests
│ └── fix-frontend.sh # Frontend troubleshooting
└── docs/ # Documentation
├── DEPLOYMENT_ARCHITECTURE.md
├── DATABASE_OPTIONS.md
├── FRONTEND_TROUBLESHOOTING.md
└── ... (see Documentation section)
```
## 🧪 Testing
### E2E Tests (Playwright)
```bash
cd webapp
npm run test:e2e
```
### Smart Contract Tests (Hardhat)
```bash
cd contracts
npm run test
```
### Functionality Tests
```bash
# Test all endpoints with curl
./scripts/test-curl.sh
# Check service status
./scripts/check-status.sh
```
## 🗄️ Database Setup
### Local Development (Recommended)
```bash
# Using Docker
docker run --name combo-postgres \
-e POSTGRES_PASSWORD=postgres \
-e POSTGRES_DB=comboflow \
-p 5432:5432 \
-d postgres:15
```
### Azure Production
See [Database Options](./docs/DATABASE_OPTIONS.md) for Azure setup.
## 🚢 Deployment
### Web App (Azure App Service)
- Deploy to Azure App Service
- Configure Azure AD authentication
- Set up IP whitelisting
### PWA (Mobile)
- Add PWA configuration
- Deploy to same backend
- Enable offline support
### DApp (Public)
- Deploy to IPFS or public hosting
- Enable wallet authentication
- Public API endpoints
See [Deployment Architecture](./docs/DEPLOYMENT_ARCHITECTURE.md) for details.
## 🤝 Contributing
See [CONTRIBUTING.md](.github/CONTRIBUTING.md) for guidelines.
## 📄 License
MIT License - see [LICENSE](LICENSE) file for details.
## 🔗 Links
- [Documentation](./docs/)
- [Issue Tracker](https://github.com/your-org/CurrenciCombo/issues)
- [Discussions](https://github.com/your-org/CurrenciCombo/discussions)
## 👥 Authors
- Your Organization
---
## 📊 Current Status
**✅ Production Ready**: All core features implemented
- ✅ Frontend: Next.js app with drag-and-drop builder
- ✅ Backend: Orchestrator service with 2PC execution
- ✅ Smart Contracts: Handler, registry, and adapters
- ✅ Testing: E2E tests, contract tests, functionality tests
- ✅ Documentation: Comprehensive guides and specifications
**🚀 Deployment Options**:
- ✅ Web App (Approved parties)
- ✅ PWA (Mobile version)
- ✅ DApp (Public version)
**📈 Next Steps**:
1. Set up local database for development
2. Configure Azure AD for authentication
3. Deploy to Azure for production
4. Enable PWA and DApp features
---
**Last Updated**: 2025-01-15