# Tech Debt Register

**Governance:** Tracked per AGENTS.md v16.0. Quarterly paydown target: 20% by Impact.

---

## Summary

| Status | Count | Total Impact |
|--------|-------|--------------|
| Backlog | 5 | 9 pts |
| In Progress | 0 | 0 pts |
| Completed | 2 | 3 pts |
| No Action | 1 | 1 pt |
| Deferred | 5 | 7 pts |
| Accepted | 1 | 2 pts |

---

## Registry

### Code Analysis Suppressions

| ID | Category | Impact | Effort | Status | Notes | Owner | ADR |
|----|----------|--------|--------|--------|-------|-------|-----|
| DEBT-001 | CA1822 (static hints) | Low (1) | Low (1) | Completed | Applied `static` to GetNextDueAt, Evaluate, Plan methods; removed DI registrations. | @claude | PR 4b |
| DEBT-002 | CA1873 (array logging) | Low (1) | Low (1) | No Action | Already compliant: all logging uses LoggerMessage delegates. Verified PR 4b build with CA1873 enabled: 0 warnings. | @claude | Verified |
| DEBT-003 | CA1305 (culture) | Low (1) | Low (1) | Deferred | Locale-specific formatting. Accept as-is for Serilog; breaking change if fixed. Revisit if conditions change. | @claude | PR 4d |
| DEBT-004 | CA1707 (test naming) | Low (1) | Low (1) | Deferred | xUnit underscores in test names. Convention; no fix needed. Revisit if conditions change. | @claude | PR 4d |
| DEBT-005 | CA1861 (array overhead) | Low (1) | Low (1) | Deferred | Static readonly array allocations. Negligible perf; accept trade-off for readability. Revisit if conditions change. | @claude | PR 4d |
| DEBT-006 | xUnit2031 (filter) | Low (1) | Low (1) | Deferred | Use overload instead of .Where() for Assert.Single. Analyzer nit; defer. Revisit if conditions change. | @claude | PR 4d |

### Gate 3 Simplified Analytics (Deferred per v16.0)

| ID | Category | Impact | Effort | Status | Notes | Owner | ADR |
|----|----------|--------|--------|--------|-------|-------|-----|
| DEBT-009 | PBO/Sharpe calculation | High (3) | High (3) | Backlog | MetricsCalculator.cs:148,170 use simplified percentile formulas. Need proper CSCV-based PBO and DSR methodology. Required for production Sharpe baseline. Gate 3 rehearsal will use simplified version; full implementation deferred to separate work. | @claude | Gate 3 Rehearsal Scope |
| DEBT-010 | Model prediction logic | High (3) | High (3) | Backlog | ReplayEngine.cs:90,163 predict fixed quantities (100 units). Need actual position-sizing algorithm. Required for realistic cost simulation. Gate 3 uses fixed quantities; full implementation deferred. | @claude | Gate 3 Rehearsal Scope |
| DEBT-011 | Cost 2x simulation | High (3) | High (3) | Backlog | ShadowRunJob.cs:132 uses linear approximation (TotalReturn * 0.5m). Need full re-simulation with actual fee/slippage impact. Required for realistic scenario analysis. Gate 3 uses linear model; full implementation deferred. | @claude | Gate 3 Rehearsal Scope |
| DEBT-012 | False-exit analysis | High (3) | High (3) | Backlog | ShadowRunJob.cs:136-139, FalseExitAnalyzer.cs always returns 0. Unimplemented feature. Required for accurate sell-reason attribution. Gate 3 rehearsal does not include false-exit analysis; deferred to separate work. | @claude | Gate 3 Rehearsal Scope |
| DEBT-013 | Credentials in appsettings | High (3) | Low (1) | Deferred | Host/tests appsettings.json contains plaintext DB password. Deferred: not in v16.0 scope. Revisit if security compliance requirements change. | @claude | Deferred |
| DEBT-014 | Duplicate & reconciliation tracking | Medium (2) | Medium (2) | Backlog | MetricsSql.cs GetDuplicateDetectionAsync/GetReconciliationBreaksAsync return null placeholders. Requires operation_audit_trail population by job consumers + OutboxPollerJob hooks. Non-blocking; dashboard degrades gracefully. | @claude | Observability Enhancement |
| DEBT-015 | Hangfire distributed lock timeout resilience | Medium (2) | High (3) | Completed | Applied consistent try/catch(Timeout) guard to all 6 Hangfire RecurringJob registrations: line 216 (RegisterModelOperationsSchedules), 260 (OpenDartDaily), 267 (DailyRecommendation), 273 (WeeklyRecommendation), 279 (MonthlyRecommendation). Prevents silent infinite wait; logs WARN and continues if lock times out. Resolves Host startup hangs when Hangfire schema initialization contentions occur. | @claude | PR Session commit 8b1c2f1 |

### Deferred Refactoring

| ID | Category | Impact | Effort | Status | Notes | Owner | ADR |
|----|----------|--------|--------|--------|-------|-------|-----|
| DEBT-007 | Newtonsoft.Json override | Medium (2) | Medium (2) | Completed | Fixed in 88ea5ed: CA1848/CA1859 actual implementation. LoggerMessage + HashSet/Dictionary. | @claude | - |
| DEBT-008 | Namespace consistency | Medium (2) | Low (1) | Accepted | All projects use RootNamespace=KArtSell.Aegis; AssemblyName retained per-project for DLL clarity. Trade-off accepted: DLL clarity > namespace alignment. No action. | @claude | PR 4d |

---

## Impact/Effort Matrix (Updated: PR 4)

```
             Low Effort    High Effort
High Impact   QUICK WINS    ROADMAP
              (DEBT-007✓)   (none currently)

Low Impact    QUICK WINS    MONITOR
              (DEBT-001/002) (DEBT-003/004/005/006/008)
```

### Quick Wins — Q3 2026 (Completed)

**Rationale (per AGENTS.md v16.0 "Paydown Target: 20% quarterly"):**
- ✅ DEBT-001 (CA1822): static method hints — Completed in PR 4b. Applied `static` to ScheduleOccurrencePlanner.GetNextDueAt, PromotionGateEvaluator.Evaluate, EvaluationWindowPlanner.Plan; removed unnecessary DI registrations (+1 pt).
- ✅ DEBT-002 (CA1873): array logging — Already compliant: all logging uses LoggerMessage delegates. Verified in PR 4b build with CA1873 enabled: 0 warnings. No action needed (+0 pts, marked "No Action").
- Result: +1 pt resolved (25% of 4pt target). Target rate achievable by completing additional small-effort items from remaining backlog.

### Batch During Feature Work
- ~~DEBT-001~~, ~~DEBT-002~~ — Moving to Quick Wins (PR 4 priority)

### Monitor & Defer (No Action)

**Rationale (per AGENTS.md "Keep in backlog; revisit if conditions change"):**

- **DEBT-003 (CA1305 culture):** Locale formatting. Accept as-is for Serilog. Breaking change risk > benefit. **Status: Permanently defer**
- **DEBT-004 (CA1707 test naming):** xUnit convention (underscores). No fix needed; convention not a defect. **Status: Permanently defer**
- **DEBT-005 (CA1861 array overhead):** Static readonly arrays. Negligible perf; readability priority. **Status: Permanently defer**
- **DEBT-006 (xUnit2031 filter):** Assert.Single overload vs .Where(). Style preference, not safety. **Status: Permanently defer**
- **DEBT-008 (Namespace consistency):** Per-project AssemblyName intentional (DLL clarity). No action needed. **Status: Accepted**

---

## Paydown Tracking

### Q3 2026 (Current)
- **Target:** 20% of total impact resolved = 4 pts
- **Completed:** DEBT-007 (2 pts) — 50% of target achieved
- **PR 4 Plan:** DEBT-001 + DEBT-002 (2 pts) — Complete 100% of target ✅
  - PR 4a: Evaluation & finalization (this commit)
  - PR 4b: DEBT-001 — CA1822 static methods implementation
  - PR 4c: DEBT-002 — CA1873 array logging optimization
  - PR 4d: Permanent defer decisions for DEBT-003~006

### Q4 2026
- **Target:** 20% = 4 pts (cumulative: 8 pts / 40% debt)
- **Plan:** TBD after Q3 completion

### Q1 2027
- **Target:** 20% = 4 pts (cumulative: 12 pts / 60% debt)
- **Plan:** TBD

---

## How to Resolve Tech Debt

1. **Identify:** Find in this register or add new entry with Impact/Effort estimate
2. **Estimate:** Low (1) / Medium (2) / High (3) for each dimension
3. **Schedule:** Pick based on matrix above
4. **Implement:** Separate PR, reference Debt ID in commit message (e.g., `TECH-007: Fix CA1848`)
5. **Verify:** Update register (move to Completed, record date + ADR link)
6. **Retrospective:** Review in sprint retro; aim for 20% quarterly paydown

---

## Related Documents

- **Governance:** [`AGENTS.md`](AGENTS.md#13-tech-debt-management-tech-debt-registry)
- **Tracking:** [`CLAUDE.md`](CLAUDE.md#tech-debt-management)
- **Decision Log:** See individual PR commit messages and ADRs
