This directory contains all project documentation for the RICHIEAT financial advisory platform.
PRD.md- Complete Product Requirements Documentcontext/project-overview.md- Project context and overview
claude/session-memory.md- AI conversation memory for continuity
progress/project-progress.md- Current project progress and milestonesprogress/work-history.md- Detailed work session history
- Future architecture documentation will be added here
- Name: RICHIEAT
- Type: Financial Advisory Platform
- Tech Stack: React + Vite + Tailwind CSS + MongoDB + Express + Node.js
- Target: SEBI-registered financial advisors in India
- Environment setup: ✅ Complete
- Documentation: ✅ Complete
- MongoDB connection: ✅ Configured with Atlas
- Tailwind CSS: ✅ Configured
- Authentication System: ✅ Complete (JWT + bcrypt)
- Dashboard: ✅ Complete with responsive design
- Client Management: ✅ Complete with email invitations
- Client Onboarding: ✅ Complete with secure forms
- Logging System: ✅ Complete (Winston + Morgan)
- MVC Architecture: ✅ Implemented
- ✅ Advisor registration and login
- ✅ Protected routes with authentication
- ✅ Dashboard with statistics
- ✅ Advisor profile management
- ✅ Client invitation system (Gmail SMTP)
- ✅ Client onboarding forms
- ✅ Client detail views
- ✅ Comprehensive logging
- ✅ Environment security (.gitignore)
- Fix remaining database operation errors
- Add UI/UX enhancements (loading states, error boundaries)
- Implement financial planning tools
- Add document upload functionality
- Create report generation features
- New developers - Start with
context/project-overview.md - Continuing work - Check
progress/project-progress.mdfor current status - AI assistants - Review
claude/session-memory.mdfor context - Detailed requirements - Reference
PRD.mdfor complete specifications
This documentation is maintained alongside the codebase. Please update relevant files when:
- Completing major features
- Resolving issues
- Making architectural changes
- Adding new requirements