docs(phase1): add stakeholder distribution package with email templates

PHASE-1_STAKEHOLDER_DISTRIBUTION.md provides complete distribution workflow:

Distribution Structure (6 sections):
- Section A (Law/DataGov): Governance approvals (DEC-037/038/079, VersionSet)
- Section B (Backend/SRE): Infrastructure validation (DB, Host, Frontend)
- Section C (SRE/DevOps): Tools validation (freeze, generate, runbook)
- Section D (Quant/Data Arch): Data quality (Model/Dataset/PIT queries)
- Section E (SRE/Observability): Monitoring setup (logging, alerts)
- Section F (Platform Lead): Go/No-Go decision

Artifacts Provided:
 Email template (copy-paste ready)
 Section-by-section assignments with owners/deadlines
 Key validation queries (SQL examples)
 Tool testing procedures (PowerShell dry-run)
 Distribution tracking sheet
 Timeline (2026-08-07 to 2026-08-12)
 Go/No-Go criteria matrix

Timeline:
- 2026-08-07: Distribution (TODAY)
- 2026-08-09: Infrastructure + Tools deadline
- 2026-08-10: Governance + Data quality deadline
- 2026-08-11: Monitoring setup (recommended, not blocking)
- 2026-08-12: Final Go/No-Go decision
- 2026-08-13+: Phase 1 activation (if GO)

AGENTS.md: Necessity (real coordination gap), Traceability (signed approvals),
Right-Way (structured process vs ad-hoc).

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
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# Phase 1 Readiness Checklist — Stakeholder Distribution Package
**Date:** 2026-08-07
**Distribution Type:** Official Validation Gateway
**Status:** Ready for Deployment
**Responsibility:** Platform Lead
---
## 📬 Distribution Overview
**Document:** `docs/CURRENT/PHASE-1_READINESS_VALIDATION_CHECKLIST.md`
**Recipients:** 6 stakeholder groups (A-F sections)
**Timeline:** 2026-08-07 (Today) → 2026-08-12 (Completion)
**Deliverable:** Go/No-Go Decision Matrix (Section F)
---
## 👥 Stakeholder Assignments
### **Section A: Governance & Approvals**
**Owners:** Law Lead + Data Governance Lead
**Deadline:** 2026-08-10
**Responsibility:** Gate DEC-037, DEC-038, DEC-079 + VersionSet approval
| Item | Owner | Role | Approval Sign-off |
|------|-------|------|------------------|
| A.1 — DEC-037 (Source/License/SLA) | Law Lead | Review + approve source choices, license compliance | ___________ |
| A.2 — DEC-038 (Calendar/Owner) | DataGov Lead | Confirm calendar source, assign owner/secondary | ___________ |
| A.3 — DEC-079 (Timezone/Correction) | DataGov Lead | Define timezone standard, holiday correction SLA | ___________ |
| A.4 — VersionSet | Business Owner | Provide approved model_id/dataset_id | ___________ |
**Email Template:**
```
Subject: [URGENT] Phase 1 Readiness — DEC Approvals Required (Deadline: 2026-08-10)
Dear [Law Lead / DataGov Lead],
Phase 1 shadow run (252+ trading days) is ready for activation pending your approvals.
Please review and sign off on:
- Section A items in PHASE-1_READINESS_VALIDATION_CHECKLIST.md
- Location: docs/CURRENT/PHASE-1_READINESS_VALIDATION_CHECKLIST.md
Deadline: 2026-08-10 EOD
Contact: [Platform Lead]
Thank you,
[Sender]
```
---
### **Section B: Infrastructure & Environment**
**Owner:** Backend Lead / SRE
**Deadline:** 2026-08-09
**Responsibility:** Database, Host, Frontend connectivity verification
| Item | Owner | Validation Check | Sign-off |
|------|-------|------------------|----------|
| B.1 — PostgreSQL | DBA | Remote connectivity, migration 0032, state checks | ___________ |
| B.2 — Host App | Backend Lead | .NET build, Host startup (Debug mode), Hangfire | ___________ |
| B.3 — Frontend | Frontend Lead | pnpm build, static assets, UI markers | ___________ |
**Email Template:**
```
Subject: Phase 1 Readiness — Infrastructure Validation (Deadline: 2026-08-09)
Dear [Backend Lead / SRE],
Please execute infrastructure checks in Section B:
- docs/CURRENT/PHASE-1_READINESS_VALIDATION_CHECKLIST.md (Section B.1-B.3)
Key validations:
- PostgreSQL remote connectivity via SSH tunnel
- Host app startup in DEVELOPMENT mode (DevelopmentHeaderAuthenticationHandler)
- Hangfire JobStorage initialized
- freeze-versionset.ps1 dry-run test
Deadline: 2026-08-09 EOD
Contact: [Platform Lead]
```
---
### **Section C: Tools & Scripts Validation**
**Owner:** SRE / DevOps
**Deadline:** 2026-08-09
**Responsibility:** Tool syntax, dry-run, error handling verification
| Item | Owner | Check | Sign-off |
|------|-------|-------|----------|
| C.1 — freeze-versionset.ps1 | SRE | Syntax, parameters, pre-flight, dry-run | ___________ |
| C.2 — generate-identifiers.ps1 | SRE | UUID generation, JSON output format | ___________ |
| C.3 — Runbook | SRE Lead | Procedure clarity, troubleshooting matrix | ___________ |
**Key Test:**
```powershell
# Dry-run freeze-versionset.ps1 (will NOT modify DB)
$env:KARTSELL_POSTGRES = "Host=localhost;..."
.\scripts\freeze-versionset.ps1 `
-ModelId "00000000-0000-0000-0000-000000000001" `
-DatasetId "00000000-0000-0000-0000-000000000002" `
-ApprovedBy "test@example.com" `
-ConfigVersion "v1.0.0" `
-CodeSha "aaaaaaaaaa"
# Expected: Pre-flight checks pass, migration 0032 verified, no DB insert
```
---
### **Section D: Data Quality & State Validation**
**Owner:** Quant Lead / Data Architect
**Deadline:** 2026-08-10
**Responsibility:** Model/Dataset state, PIT queries, market data completeness
| Item | Owner | Validation | Sign-off |
|------|-------|-----------|----------|
| D.1 — Model & Dataset State | Quant Lead | Model card, dataset manifest, market data | ___________ |
| D.2 — PIT Query Validation | Data Architect | Correlation IDs, revision history, timestamps | ___________ |
**Key Queries to Run:**
```sql
-- Model/Dataset state
SELECT * FROM governance.model_version_registry
WHERE model_id = '[APPROVED_MODEL_ID]' AND status = 'FROZEN';
SELECT * FROM evaluation.dataset_manifest
WHERE dataset_id = '[APPROVED_DATASET_ID]' AND status = 'FROZEN';
-- Market data completeness
SELECT COUNT(*) FROM market_data
WHERE date BETWEEN '2024-01-02' AND '2024-09-10'
AND price_close > 0 AND volume > 0;
-- Expected: 0 gaps (complete trading days)
-- PIT query validation
SELECT COUNT(*) FROM outbox
WHERE published_at > NOW();
-- Expected: 0 (no future dates)
```
---
### **Section E: Monitoring & Observability Setup**
**Owner:** SRE / Observability Lead
**Deadline:** 2026-08-11 (Recommended, not blocking)
**Responsibility:** Logging, metrics, alerts configuration
| Item | Owner | Setup | Sign-off |
|------|-------|-------|----------|
| E.1 — Logging | SRE | Structured logs, PII redaction, aggregation | ___________ |
| E.2 — Metrics & Alerts | Observability | Grafana dashboard, alert thresholds, on-call | ___________ |
**Recommended Setup:**
- Phase 1 execution log: `/app/kartsell/logs/phase-1-execution.log`
- Grafana dashboard: https://grafana.internal/d/phase1-shadow-run
- Alert on: Job failure, data quality anomaly (>5% bad rows), latency >30min
---
### **Section F: Final Readiness Sign-offs**
**Owner:** Platform Lead
**Deadline:** 2026-08-12
**Responsibility:** Go/No-Go decision, launch approval
| Gate | Status | Sign-off | Date |
|------|--------|----------|------|
| **All Section A Approvals** | ✅ / ❌ | ___________ | _______ |
| **All Section B-D Validations** | ✅ / ❌ | ___________ | _______ |
| **Section E Monitoring Ready** | ✅ / ⚠️ | ___________ | _______ |
| **FINAL GO/NO-GO DECISION** | ✅ / ❌ | ___________ | _______ |
**Final Approval Template:**
```
Phase 1 Execution: ☐ GO (proceed) / ☐ NO-GO (defer)
Approved By: ___________ (Platform Lead)
Date: ___________
Launch Window: ___________ UTC
Emergency Contact: ___________
Expected Completion: 2026-10-27 to 2026-11-26 (50-90 days)
```
---
## 📧 Distribution Email Template
**Subject:** [PHASE 1 READINESS] Official Stakeholder Validation — 5-Day Deadline (2026-08-07)
```
Dear [Stakeholder Group],
K-ArtSell Aegis Phase 1 Shadow Run (252+ trading days) is ready for execution validation.
We are distributing the official PHASE-1_READINESS_VALIDATION_CHECKLIST for your review and sign-off.
📋 YOUR ASSIGNMENTS:
═════════════════════════════════════════════════════════════
Section A (Law/DataGov) — Governance & Approvals
├─ A.1: DEC-037 approval (Source/License/SLA)
├─ A.2: DEC-038 approval (Calendar/Owner/Timezone)
├─ A.3: DEC-079 approval (Timezone/Correction SLA)
└─ A.4: VersionSet approval (model_id/dataset_id)
⏰ Deadline: 2026-08-10 EOD
Section B (Backend Lead / SRE) — Infrastructure Validation
├─ B.1: PostgreSQL connectivity (migration 0032)
├─ B.2: Host app startup (Debug mode)
└─ B.3: Frontend build & distribution
⏰ Deadline: 2026-08-09 EOD
Section C (SRE / DevOps) — Tools & Scripts Validation
├─ C.1: freeze-versionset.ps1 dry-run
├─ C.2: generate-identifiers.ps1 test
└─ C.3: Runbook procedure verification
⏰ Deadline: 2026-08-09 EOD
Section D (Quant / Data Architect) — Data Quality Validation
├─ D.1: Model/Dataset/Market data state
└─ D.2: PIT query validation (audit trail)
⏰ Deadline: 2026-08-10 EOD
Section E (SRE / Observability) — Monitoring Setup [RECOMMENDED]
├─ E.1: Structured logging
└─ E.2: Metrics & alerts
⏰ Deadline: 2026-08-11 EOD
Section F (Platform Lead) — Final Go/No-Go Decision
└─ F: All approvals → Launch decision
⏰ Deadline: 2026-08-12 EOD
📍 DOCUMENT LOCATION:
═════════════════════════════════════════════════════════════
docs/CURRENT/PHASE-1_READINESS_VALIDATION_CHECKLIST.md
📝 INSTRUCTIONS:
═════════════════════════════════════════════════════════════
1. Read your assigned section(s)
2. Execute all validation checks
3. Fill in blanks (names, test results, dates)
4. Sign off (name + date) when checks PASS
5. Return completed checklist to [Platform Lead]
⚠️ CRITICAL ITEMS (Must PASS):
═════════════════════════════════════════════════════════════
✅ A.1 DEC-037 approval (Law/DataGov)
✅ A.2 DEC-038 approval (DataGov)
✅ A.3 DEC-079 approval (DataGov)
✅ B.1 Database connectivity + migration 0032
✅ B.2 Host running in DEVELOPMENT mode
✅ C.1 freeze-versionset.ps1 dry-run pass
✅ D.1 Model/Dataset/Market data state confirmed
⏳ TIMELINE:
═════════════════════════════════════════════════════════════
2026-08-07: Checklist distribution (TODAY)
2026-08-09: Infrastructure + Tools validation deadline
2026-08-10: Governance + Data quality validation deadline
2026-08-12: Final Go/No-Go decision
2026-08-13+: Phase 1 activation (if GO)
🎯 GO/NO-GO CRITERIA:
═════════════════════════════════════════════════════════════
GO Prerequisites:
✅ All Section A gates APPROVED (governance)
✅ All Section B-D checks PASS (technical)
✅ Emergency rollback procedure validated
✅ On-call team briefed
NO-GO Triggers:
❌ Any governance approval pending
❌ Technical blocker unresolved
❌ Data quality issue (>10% bad rows)
❌ Insufficient monitoring coverage
📞 SUPPORT & ESCALATION:
═════════════════════════════════════════════════════════════
Platform Lead: [Name] — [Email]
Emergency: [Escalation Contact]
Questions? Reply to this email or reach out directly.
---
Thank you for your diligent validation.
Your sign-off enables 50-90 days of autonomous, auditable market simulation.
[Sender Name]
[Platform Lead / SRE Lead]
```
---
## 📊 Distribution Tracking Sheet
**Print and track completion:**
| Section | Owner | Task | Deadline | Status | Signed | Date |
|---------|-------|------|----------|--------|--------|------|
| A.1 | Law Lead | DEC-037 | 2026-08-10 | ⏳ | ___ | ___ |
| A.2 | DataGov | DEC-038 | 2026-08-12 | ⏳ | ___ | ___ |
| A.3 | DataGov | DEC-079 | 2026-08-12 | ⏳ | ___ | ___ |
| A.4 | Business | VersionSet | TBD | ⏳ | ___ | ___ |
| B.1 | DBA | Database | 2026-08-09 | ⏳ | ___ | ___ |
| B.2 | BE Lead | Host | 2026-08-09 | ⏳ | ___ | ___ |
| B.3 | FE Lead | Frontend | 2026-08-09 | ⏳ | ___ | ___ |
| C.1 | SRE | freeze-versionset | 2026-08-09 | ⏳ | ___ | ___ |
| C.2 | SRE | generate-ids | 2026-08-09 | ⏳ | ___ | ___ |
| C.3 | SRE Lead | Runbook | 2026-08-09 | ⏳ | ___ | ___ |
| D.1 | Quant | Model/Data | 2026-08-10 | ⏳ | ___ | ___ |
| D.2 | Data Arch | PIT Query | 2026-08-10 | ⏳ | ___ | ___ |
| E.1 | SRE | Logging | 2026-08-11 | ⏳ | ___ | ___ |
| E.2 | Observability | Metrics | 2026-08-11 | ⏳ | ___ | ___ |
| **F** | **Platform Lead** | **Go/No-Go** | **2026-08-12** | **⏳** | **___** | **___** |
---
## ✅ Distribution Checklist (Platform Lead)
- [ ] Send distribution email to all stakeholders (copy/paste template above)
- [ ] Attach or link to `PHASE-1_READINESS_VALIDATION_CHECKLIST.md`
- [ ] Create shared tracking sheet (above)
- [ ] Set up daily reminder (2026-08-09, 2026-08-10, 2026-08-12)
- [ ] Monitor completion status
- [ ] Escalate any missing sign-offs
- [ ] Consolidate responses → Final Go/No-Go decision
---
## 📋 What Happens After Distribution
**2026-08-09 Evening:** Infrastructure + Tools validation due
→ SRE confirms database, host, scripts ready
**2026-08-10 Evening:** Governance + Data quality validation due
→ Law/DataGov approve DEC-037/038/079
→ Quant confirms model/dataset state
**2026-08-12 EOD:** All validations complete
→ Platform Lead reviews Section F
**Go/No-Go decision documented**
**2026-08-13+ (if GO):**
```bash
# STEP 1: FREEZE VersionSet (2 min)
./scripts/freeze-versionset.ps1 \
-ModelId "[approved]" \
-DatasetId "[approved]" \
-ApprovedBy "[approver]" \
-ConfigVersion "v1.0.0" \
-CodeSha "[sha]"
# STEP 2: GENERATE identifiers (1 min)
./scripts/generate-shadow-run-identifiers.ps1
# STEP 3: ENQUEUE Job 893 (1 min)
POST /api/shadow-runs with frozen model/dataset
# RESULT: 50-90 day autonomous execution begins
```
---
**Co-Authored-By:** Claude Haiku 4.5 <noreply@anthropic.com>