Phase 1 Implementation Progress¶

Sprint 1.1: BYOK Foundation (Weeks 1-2) ✅ COMPLETE¶

Completed Components¶

Component 1: UserProviderKeyManager ✅¶

File: fiml/bot/core/key_manager.py (470 lines)

Features Implemented: - ✅ Fernet encryption (AES 128) for secure API key storage - ✅ Format validation using provider-specific regex patterns - ✅ Live API testing for validation - Alpha Vantage - Polygon.io - Finnhub - Financial Modeling Prep - ✅ Quota tracking with 80% usage warnings - ✅ Audit logging for all key operations - ✅ Multi-provider support - ✅ Secure storage (file-based, ready for AWS Secrets Manager)

Key Methods:

- validate_key_format(provider, key) → bool
- test_provider_key(provider, key) → Dict
- store_user_key(user_id, provider, key) → bool
- get_user_keys(user_id) → Dict[str, str]
- remove_user_key(user_id, provider) → bool
- track_usage(user_id, provider) → Dict

Component 2: FIMLProviderConfigurator ✅¶

File: fiml/bot/core/provider_configurator.py (330 lines)

Features Implemented: - ✅ Per-user FIML configuration generation - ✅ Provider priority system: - Priority 1: User's paid providers - Priority 2: User's free tier providers - Priority 3: Platform free providers (Yahoo) - ✅ Automatic fallback mechanism - ✅ Usage tracking integration - ✅ Provider status monitoring - ✅ Error handling with intelligent fallback

Key Methods:

- get_user_provider_config(user_id) → Dict
- get_fiml_client_for_user(user_id) → DataArbitrationEngine
- track_provider_usage(user_id, provider, query_type) → Dict
- handle_provider_error(user_id, provider, error) → Dict
- get_provider_status(user_id) → List[Dict]

Component 4: TelegramBotAdapter ✅¶

File: fiml/bot/adapters/telegram_adapter.py (450 lines)

Features Implemented: - ✅ Complete bot command handlers: - /start - Welcome & onboarding - /help - Command reference - /addkey - Add API key (multi-step conversation) - /listkeys - View connected providers - /removekey - Remove a provider - /testkey - Test key validity - /status - Usage statistics - /cancel - Cancel current operation - ✅ Multi-step conversation flows - ✅ Inline keyboards for interactive selection - ✅ Telegram markdown formatting - ✅ Error handling and user guidance

Conversation Flow:

/addkey
  ↓
Provider Selection (Inline Keyboard)
  ↓
Key Entry (with validation)
  ↓
API Testing
  ↓
Confirmation
  ↓
Storage

Additional Deliverables ✅¶

Entry Point¶

File: fiml/bot/run_bot.py - Environment configuration - Component initialization - Bot lifecycle management

Documentation¶

File: fiml/bot/README.md (6KB) - Quick start guide - Architecture overview - Provider information - Example user flows - Security details

Demo Script¶

File: examples/bot_demo.py - Demonstrates BYOK functionality - Shows provider listing - Tests key validation - Example configuration

Configuration Updates¶

pyproject.toml: Added bot dependencies
python-telegram-bot>=20.7
cryptography>=41.0.0
.env.example: Added bot configuration
TELEGRAM_BOT_TOKEN
ENCRYPTION_KEY
KEY_STORAGE_PATH

Supported Providers (BYOK Model)¶

Free Tier Available¶

Alpha Vantage (stocks, forex, crypto)
Free: 5 requests/minute, 500/day
Pattern: ^[A-Z0-9]{16}$
Get key: https://www.alphavantage.co/support/#api-key
Finnhub (stocks, forex, crypto)
Free: 60 requests/minute
Pattern: ^[a-z0-9]{20}$
Get key: https://finnhub.io/pricing
Financial Modeling Prep (stocks, crypto, forex)
Free: 250 requests/day
Pattern: ^[a-z0-9]{32}$
Get key: https://site.financialmodelingprep.com/developer/docs

Paid Only¶

Polygon.io (stocks, options, forex, crypto)
Paid: $199+/month
Pattern: ^[A-Za-z0-9_-]{32}$
Get key: https://polygon.io/pricing

Always Free (No Key)¶

Yahoo Finance (stocks, ETFs, indices)
No API key required
Automatic fallback for all users

Implementation Statistics¶

Metric	Value
Lines of Code	~1,250
Components Completed	3 of 11 (27%)
Files Created	10
Providers Supported	5
Bot Commands	8
Conversation States	3
Security Features	5

Security Features¶

✅ Encryption: Fernet (AES 128) for all API keys
✅ Validation: Format + live API testing before storage
✅ Audit Trail: All operations logged with timestamps
✅ Isolation: Per-user storage, no cross-user access
✅ Log Masking: Keys never in plaintext logs

Testing & Verification¶

Syntax Validation¶

✓ key_manager.py syntax OK
✓ provider_configurator.py syntax OK
✓ telegram_adapter.py syntax OK

Component Tests¶

✅ Key format validation (regex patterns)
✅ Provider info retrieval
✅ User configuration generation
✅ Bot command registration
✅ Conversation flow setup

Architecture Diagram¶

┌──────────────────────────────────────────┐
│         TelegramBotAdapter               │
│  ┌────────────────────────────────────┐  │
│  │ Commands:                          │  │
│  │ /start, /help, /addkey             │  │
│  │ /listkeys, /removekey, /testkey    │  │
│  │ /status, /cancel                   │  │
│  └────────────────────────────────────┘  │
│  ┌────────────────────────────────────┐  │
│  │ Conversation Handlers:             │  │
│  │ - Provider Selection               │  │
│  │ - Key Entry & Validation           │  │
│  │ - Confirmation                     │  │
│  └────────────────────────────────────┘  │
└──────────────────────────────────────────┘
                  ↓
┌──────────────────────────────────────────┐
│      FIMLProviderConfigurator            │
│  ┌────────────────────────────────────┐  │
│  │ Priority Routing:                  │  │
│  │ 1. User Paid Providers             │  │
│  │ 2. User Free Providers             │  │
│  │ 3. Platform Free (Yahoo)           │  │
│  └────────────────────────────────────┘  │
│  ┌────────────────────────────────────┐  │
│  │ Features:                          │  │
│  │ - FIML Client Generation           │  │
│  │ - Usage Tracking                   │  │
│  │ - Error Handling                   │  │
│  │ - Status Monitoring                │  │
│  └────────────────────────────────────┘  │
└──────────────────────────────────────────┘
                  ↓
┌──────────────────────────────────────────┐
│       UserProviderKeyManager             │
│  ┌────────────────────────────────────┐  │
│  │ Storage:                           │  │
│  │ - Fernet Encryption                │  │
│  │ - Per-user files                   │  │
│  │ - In-memory cache                  │  │
│  └────────────────────────────────────┘  │
│  ┌────────────────────────────────────┐  │
│  │ Validation:                        │  │
│  │ - Format checking (regex)          │  │
│  │ - Live API testing                 │  │
│  │ - Tier detection                   │  │
│  └────────────────────────────────────┘  │
│  ┌────────────────────────────────────┐  │
│  │ Management:                        │  │
│  │ - Add, list, remove keys           │  │
│  │ - Quota tracking                   │  │
│  │ - Audit logging                    │  │
│  └────────────────────────────────────┘  │
└──────────────────────────────────────────┘
                  ↓
┌──────────────────────────────────────────┐
│     User API Keys → Data Providers       │
│                                          │
│  User's Keys:                            │
│  - Alpha Vantage (if added)              │
│  - Polygon.io (if added)                 │
│  - Finnhub (if added)                    │
│  - FMP (if added)                        │
│                                          │
│  Platform Fallback:                      │
│  - Yahoo Finance (always available)      │
└──────────────────────────────────────────┘

Usage Example¶

Setting Up the Bot¶

# 1. Get Telegram bot token from @BotFather
# 2. Configure environment
export TELEGRAM_BOT_TOKEN="your-token-here"
export ENCRYPTION_KEY="auto-generated-if-empty"
export KEY_STORAGE_PATH="./data/keys"

# 3. Install dependencies
pip install python-telegram-bot cryptography

# 4. Run the bot
python -m fiml.bot.run_bot

User Interaction Flow¶

User: /start

Bot: 👋 Welcome to FIML Educational Bot!

     I'll help you learn trading with real market data.

     🔑 Get Started:
     First, let's set up your data access:

     • Free Tier: Yahoo Finance (no API key)
     • Pro Tier: Add your own API keys

     Choose:
     /addkey - Add API keys
     /help - All commands

---

User: /addkey

Bot: 🔑 Add API Key

     Choose which data provider:

     1️⃣ Alpha Vantage (✓ Free tier)
     2️⃣ Polygon.io (Paid only)
     3️⃣ Finnhub (✓ Free tier)
     4️⃣ Financial Modeling Prep (✓ Free tier)

---

User: [Selects "Alpha Vantage"]

Bot: 📝 Alpha Vantage API Key

     Get your API key:
     🔗 https://www.alphavantage.co/support/#api-key

     ✅ Free tier: 5 requests/minute, 500/day

     Paste your API key here.
     /cancel to abort

---

User: ABC123XYZ456789X

Bot: 🔄 Testing your API key...

---

Bot: ✅ Key validated successfully!

     Provider: alpha_vantage
     Tier: free
     Message: Free tier (5 requests/minute, 500/day)

     Save this key?
     [✅ Yes, save it] [❌ Cancel]

---

User: [Clicks "Yes"]

Bot: 🎉 API Key Saved!

     Your alpha_vantage key is now connected.

     What's next:
     • /listkeys - View all your keys
     • /status - Check usage and limits
     • /lesson - Start learning (coming soon)

     💡 Add more providers with /addkey

---

User: /listkeys

Bot: 🔑 Your Connected Providers

     ✅ Alpha Vantage
        Tier: free
        Added: 2025-11-24

     💡 Commands:
     /addkey - Add another provider
     /removekey - Remove a provider
     /status - Check usage

---

User: /status

Bot: 📊 Provider Status

     Alpha Vantage
        Tier: free
        Usage today: 23 requests
        Status: active

Next Steps¶

Sprint 1.2 (Week 2) - Bot Gateway¶

Component 3: UnifiedBotGateway - Message routing logic - Intent classification - Session management integration - Platform-agnostic message handling

Integration: - Connect gateway to Telegram adapter - End-to-end testing - Error handling refinement

Sprint 2.1 (Weeks 3-4) - Educational Content¶

Component 6: LessonContentEngine - YAML lesson parser - FIML live data integration - Progress tracking

Component 7: QuizSystem - Multi-type questions - Answer validation - Scoring & XP awards

Sprint 2.2 (Week 4) - AI & Data¶

Component 8: AIMentorService - Maya persona implementation - FIML narrative integration - Educational Q&A

Component 10: FIMLEducationalDataAdapter - Educational data formatting - Interpretation logic - Beginner-friendly explanations

Files Created¶

fiml/bot/
├── __init__.py                         # Package init
├── README.md                           # Documentation (6KB)
├── run_bot.py                          # Entry point
├── core/
│   ├── __init__.py
│   ├── key_manager.py                  # Component 1 (470 lines)
│   └── provider_configurator.py        # Component 2 (330 lines)
├── adapters/
│   ├── __init__.py
│   └── telegram_adapter.py             # Component 4 (450 lines)
├── education/                          # Placeholder for future
└── content/                            # Placeholder for future

examples/
└── bot_demo.py                         # Demo script

Updated Files:
├── pyproject.toml                      # Dependencies
└── .env.example                        # Configuration

Sprint 1.1 Status: ✅ COMPLETE
Date Completed: November 24, 2025
Lines of Code: ~1,250
Components: 3/11 (27%)
Next: Sprint 1.2 - Unified Bot Gateway