virtual-banker/TASK_SUMMARY.md

Virtual Banker - Task Summary (Quick Reference)

✅ Completed: 50+ Tasks

All core implementation complete - System is functional with mock services

🔴 Critical (Must Do Before Production): 12 Tasks

1. Replace ASR Mock → Deepgram or Google STT
2. Replace TTS Mock → ElevenLabs or Azure TTS
3. Replace LLM Mock → OpenAI or Anthropic
4. Complete WebRTC Signaling → SDP offer/answer, ICE candidates
5. Set Up TURN Server → For NAT traversal
6. Implement Media Streaming → Audio/video streams
7. Unreal Engine Setup → Create project, import character, configure PixelStreaming
8. Package Unreal Project → For Linux deployment
9. Connect Banking APIs → Update endpoints to match actual services
10. Security Audit → Penetration testing, vulnerability scanning
11. Secrets Management → Vault or AWS Secrets Manager
12. Production Monitoring → Prometheus, Grafana, alerting

🟠 High Priority: 20+ Tasks

Testing (8 tasks)

• Unit tests for all services
• Integration tests
• E2E tests
• Load testing
• Security testing

Security (6 tasks)

• JWT validation enhancement
• Input validation
• PII detection/redaction
• Content filtering enhancement
• Network security
• Application security audit

Monitoring (6 tasks)

• Prometheus metrics
• Grafana dashboards
• Centralized logging
• Distributed tracing
• Alerting rules
• Performance monitoring

🟡 Medium Priority: 15+ Tasks

• Multi-language support
• Advanced RAG (reranking, hybrid search)
• Enhanced tool framework
• Conversation features
• Widget enhancements
• Avatar enhancements
• Tenant admin console
• Content management UI
• Compliance features

🟢 Low Priority: 10+ Tasks

• Proactive engagement
• Human handoff
• Analytics & insights
• SDK development
• API documentation
• Development tools

📊 Statistics

• Files Created: 59 total files
• Code Files: 40 (Go, TypeScript, React)
• Lines of Code: ~5,000+
• Documentation: 6 comprehensive guides
• Migrations: 5 database migrations
• Scripts: 2 startup scripts

⏱️ Time Estimates

• Critical Tasks: 10-16 days
• High Priority: 2-3 weeks
• Medium Priority: 1-2 months
• Low Priority: Ongoing

🎯 Recommended Next Steps (Priority Order)

Week 1: Real Service Integration

1. Get API keys (Deepgram, ElevenLabs, OpenAI)
2. Replace ASR mock
3. Replace TTS mock
4. Replace LLM mock
5. Test with real APIs

Week 2: WebRTC Completion

1. Implement SDP signaling
2. Add ICE candidate handling
3. Set up TURN server
4. Test media streaming

Week 3: Avatar Setup

1. Install Unreal Engine
2. Create project
3. Import character
4. Configure PixelStreaming
5. Package for deployment

Week 4: Production Hardening

1. Security audit
2. Testing suite
3. Monitoring setup
4. Documentation
5. Deployment

📋 Full Details

See COMPLETE_TASK_LIST.md for:

• Detailed task descriptions
• Recommendations
• Suggestions for enhancement
• Testing requirements
• Production readiness checklist