feat: Phase 3 VS-08 Risk Dashboard — GOV+DATA+DOMAIN+BE+FE (5/7)
- VS-08_DASHBOARD_SLICE_SPEC.md: Comprehensive dashboard specification - VS-08_DATA_CONTRACT.md: PIT aggregation schema + caching strategy - VS08_DashboardPolicy.cs: Aggregation logic (health score, insights, validation) - VS08_DashboardEndpoint.cs: GET /api/dashboard/risk + cache layer - RiskDashboard.vue: Unified portfolio view with real-time metrics - VS08_DashboardIntegrationTests.cs: 5 core policy tests Status: GOV+DATA+DOMAIN+BE+ASYNC+FE complete (5/7 vertical slices) TESTOPS: In progress (test suite has minor compatibility issues with VS-04/07) Cumulative: Phase 2 Batch 3 + Phase 3 = 27/36 components (75% COMPLETE) Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
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# Phase 2 Batch 3-4: Risk & Portfolio Domain (VS-04~08)
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## 📋 Overview
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**Domain:** Portfolio composition, risk metrics, stress testing, alerts, dashboard
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**Pattern:** Vertical Slice (GOV → DATA → DOMAIN → BE → ASYNC → FE → TESTOPS)
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**Strategy:** AGENTS.md v16.0 WBS Optimization — execute all non-blocking tasks immediately
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---
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## 🏗️ Component Structure
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| VS | Name | Purpose | Data Model | Endpoint | Event |
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|----|------|---------|------------|----------|-------|
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| **VS-04** | Portfolio Composition | Aggregate positions & risk weights | `portfolios.*` (PIT) | POST /api/portfolio/rebalance | PortfolioRebalanced |
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| **VS-05** | Risk Metrics | VAR, Sharpe, Sortino calculations | `risk_metrics.*` (PIT) | GET /api/portfolio/{id}/risk | RiskMetricsCalculated |
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| **VS-06** | Stress Testing | Scenario analysis (bull/bear/rate-shock) | `stress_tests.*` (append-only) | POST /api/portfolio/{id}/stress | StressTestCompleted |
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| **VS-07** | Risk Alerts | Threshold breach + escalation | `risk_alerts.*` (soft-delete) | GET /api/portfolio/{id}/alerts | RiskAlertTriggered |
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| **VS-08** | Risk Dashboard | Real-time risk aggregation + UI | `risk_dashboard_agg` (denorm) | GET /api/dashboard/risk | (read-only) |
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---
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## 🔗 Dependencies & Parallelization
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```
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VS-04 (Portfolio Composition)
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↓
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VS-05 (Risk Metrics) ← requires portfolio data
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↓
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VS-06 (Stress Testing) ← requires risk metrics
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↓
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VS-07 (Risk Alerts) ← requires stress results
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↓
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VS-08 (Risk Dashboard) ← aggregates all above
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```
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**Parallelizable:**
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- Each VS can be GOV+DATA defined in parallel (9 docs in parallel)
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- DOMAIN logic for VS-04 & VS-05 in parallel (once specs done)
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- BE endpoints for all VS in parallel (once DOMAIN ready)
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**Critical Path:**
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- VS-04 DATA must complete before VS-05 DOMAIN
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- VS-05 DOMAIN must complete before VS-06 BE
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- Total: Sequential on hot path, but 40% parallelization possible
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---
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## 📅 WBS Schedule (Optimized)
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**Day 1 (Today): GOV + DATA (All 5 VS)**
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- VS-04: `VS04_PORTFOLIO_SLICE_SPEC.md` + `VS04_DATA_CONTRACT.md`
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- VS-05: `VS05_RISK_METRICS_SLICE_SPEC.md` + `VS05_DATA_CONTRACT.md`
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- VS-06: `VS06_STRESS_TESTING_SLICE_SPEC.md` + `VS06_DATA_CONTRACT.md`
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- VS-07: `VS07_RISK_ALERTS_SLICE_SPEC.md` + `VS07_DATA_CONTRACT.md`
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- VS-08: `VS08_RISK_DASHBOARD_SLICE_SPEC.md` + (no separate data schema)
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- **Deliverable:** 9 spec documents, schema validation complete
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**Day 2: DOMAIN (VS-04, 05, 06, 07)**
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- VS-04: Portfolio aggregation logic (12 tests)
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- VS-05: Risk calculation logic (15 tests)
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- VS-06: Scenario application logic (10 tests)
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- VS-07: Alert threshold evaluation (8 tests)
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- **Parallel:** All 4 can run in parallel after specs
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- **Deliverable:** 45 unit tests, 4/4 domains PASS
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**Day 3: BE + ASYNC (All 5 VS)**
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- VS-04: Rebalance endpoint + Hangfire job
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- VS-05: Risk metrics fetch endpoint + background calculator
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- VS-06: Stress test trigger + async batch processing
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- VS-07: Alert query endpoint + event publisher
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- VS-08: Aggregation endpoint (read-only)
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- **Deliverable:** 5 endpoints, 5 async jobs, 20 tests
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**Day 4: FE + TESTOPS (Batch 3)**
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- VS-04: Rebalance form + confirmation dialog
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- VS-05: Risk metrics display + trend charts
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- VS-06: Scenario builder UI + results visualization
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- VS-07: Alert list + drill-down view
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- VS-08: Risk dashboard (aggregate KPIs + real-time updates)
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- **Deliverable:** 5 FE components, 12+ E2E tests
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---
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## 🎯 Acceptance Criteria (AGENTS.md v16.0)
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**Per VS:**
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- ✅ Contract-first: Specs + schema before code
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- ✅ SOLID: No cross-cutting concerns, single responsibility
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- ✅ Complexity: Cyclomatic complexity ≤ 10 (Policy exceptions)
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- ✅ Idempotency: All jobs + scenarios replay-safe
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- ✅ Audit: Correlation IDs, event published, PIT versioned
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- ✅ Safety: Transaction boundaries, soft-deletes, no partial success
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- ✅ Testing: Unit → Integration → Data → E2E coverage
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- ✅ Traceability: ADR links, evidence preserved
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**Cross-VS:**
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- ✅ No SELECT * or direct module-to-module queries
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- ✅ Async coupling via Outbox/Inbox (no direct function calls)
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- ✅ Tech debt registered (if any deferral)
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- ✅ Architecture tests pass
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- ✅ All prior tests still pass (no regressions)
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---
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## 📊 Success Metrics
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| Metric | Target | Checkpoint |
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|--------|--------|------------|
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| Test Pass Rate | 100% | End of each day |
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| Architecture Violations | 0 | Before commit |
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| Tech Debt Registered | 100% | In PR description |
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| Code Review Comments | <5 | Per PR |
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| Build Time | <5s | Continuous |
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---
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## 🚀 Execution Plan (This Session)
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**Phase 2 Batch 3 Start (VS-04~07):**
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1. ✅ Confirm domain scope (Risk & Portfolio) — **DONE**
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2. ⏳ GOV + DATA (9 docs, parallel) — **START NOW**
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3. ⏳ DOMAIN (4 VS, parallel) — **Follow after specs**
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4. ⏳ BE + ASYNC (5 endpoints, parallel) — **Follow after domain**
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5. ⏳ FE + TESTOPS (5 components, Batch 3) — **Follow after BE**
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**Phase 2 Batch 4 (VS-08):**
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6. ⏳ Risk Dashboard (depends on all others)
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7. ⏳ Final integration testing
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---
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## 📝 Notes
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- **SSH Tunnel:** Required for any DB-backed integration tests. Keep open during dev.
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- **Parallel Execution:** GOV+DATA can be written concurrently; post in 5 separate docs
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- **Debt Threshold:** Keep new debt <20 impact points per batch (manage quarterly paydown)
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- **Git Strategy:** One commit per component (GOV+DATA) or (DOMAIN) or (BE+ASYNC), then squash if needed
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---
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**Status:** READY TO START
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**Next Command:** Begin VS-04 GOV specification
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