kjh2064/KArtSell.Aegis

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kjh2064 2eee44d19b 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>

2026-08-05 22:12:06 +09:00

3.6 KiB

Raw Blame History

VS-08: Risk Dashboard — Vertical Slice Specification

Domain: Comprehensive Risk Monitoring
Capability: Real-time aggregation of portfolio, risk metrics, stress scenarios, and alerts
User Goal: "I need a unified view of my entire portfolio risk profile in one dashboard"

Non-Goals

Custom dashboard builder (fixed layout)
Real-time market tick updates (EOD refresh acceptable)
Mobile-optimized view (desktop focus)

Requirements

Functional

Req ID	Description	RBAC	SLA	Evidence
DASH-001	GET /api/dashboard/risk	DataReader	<500ms	Aggregated JSON
DASH-002	Render portfolio composition (VS-04)	System	<100ms FE	Visual table
DASH-003	Display risk metrics (VS-05)	System	<100ms FE	Metric cards
DASH-004	Show stress scenarios (VS-06)	System	<100ms FE	Scenario grid
DASH-005	List active alerts (VS-07)	System	<100ms FE	Alert badges
DASH-006	Real-time updates via SignalR	System	<5s latency	WebSocket push

Non-Functional

Availability: 99.5%
Latency: <500ms aggregation, <100ms FE render
Caching: Cache dashboard for <1hr (refresh on alert escalation)
Audit: All data sourced from authoritative VS-04~07 tables

State Transitions

Portfolio Snapshot (VS-04)
Risk Metrics (VS-05)
Stress Results (VS-06)
Risk Alerts (VS-07)
  ↓ (All aggregated)
Dashboard Data (VS-08)
  ↓ (Publish event)
DashboardUpdated event → SignalR push

Frequency: On-demand + event-driven updates
Real-time: SignalR WebSocket (no polling)

Data & API Contracts

GET /api/dashboard/risk

Response (200 OK):

{
  "portfolioId": "550e8400-e29b-41d4-a716-446655440001",
  "snapshotDate": "2026-08-05",
  "portfolio": {
    "totalValue": 42700.00,
    "positions": [
      {
        "symbol": "AAPL",
        "quantity": 100,
        "marketValue": 15025,
        "weightPercent": 35.3
      }
    ]
  },
  "riskMetrics": {
    "var95": 15250,
    "sharpe": 1.85,
    "sortino": 2.45,
    "volatility": 0.185,
    "concentration": {
      "topFivePercent": 52.3,
      "maxPosition": 40.0
    }
  },
  "stressResults": [
    {
      "scenario": "bull",
      "portfolioLoss": 12500,
      "lossPercent": 4.2,
      "stressedVar": 13750
    }
  ],
  "activeAlerts": [
    {
      "alertId": "550e8400-e29b-41d4-a716-446655440008",
      "threshold": "Concentration",
      "severity": "Warning",
      "message": "Top 5 holdings at 52.3%"
    }
  ],
  "lastUpdate": "2026-08-05T10:00:00Z"
}

SignalR Message

DashboardUpdated:

{
  "eventType": "DashboardUpdated",
  "portfolioId": "550e8400-e29b-41d4-a716-446655440001",
  "changedComponents": ["riskMetrics", "activeAlerts"],
  "updatedAt": "2026-08-05T10:05:00Z"
}

RBAC & Authorization

Operation	Role	Condition
VIEW dashboard	DataReader	Own portfolio only
TRIGGER refresh	DataAnalyst	Manual override

Testing Strategy

Unit: Data aggregation logic (5 tests)
Integration: DB → aggregation → API (4 tests)
E2E: Full dashboard load + SignalR push (2 tests)
Golden: Known portfolio → expected snapshot

Assumptions

All VS-04~07 data is fresh (<1hr old)
SignalR hub is available (separate deployment)
Portfolio ID is authenticated via RBAC

Vertical Slice Boundary

✅ In Scope: Aggregation logic + API endpoint + real-time updates
❌ Out of Scope: Custom drill-down reports, export functionality

Rationale: Minimal, read-only aggregation; all mutations in VS-04~07

3.6 KiB Raw Blame History