kjh2064
2eee44d19b
- 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>
153 lines
3.6 KiB
Markdown
153 lines
3.6 KiB
Markdown
# VS-08: Risk Dashboard — Vertical Slice Specification
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**Domain:** Comprehensive Risk Monitoring
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**Capability:** Real-time aggregation of portfolio, risk metrics, stress scenarios, and alerts
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**User Goal:** "I need a unified view of my entire portfolio risk profile in one dashboard"
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---
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## Non-Goals
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- Custom dashboard builder (fixed layout)
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- Real-time market tick updates (EOD refresh acceptable)
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- Mobile-optimized view (desktop focus)
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---
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## Requirements
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### Functional
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| Req ID | Description | RBAC | SLA | Evidence |
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|--------|-------------|------|-----|----------|
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| **DASH-001** | GET /api/dashboard/risk | DataReader | <500ms | Aggregated JSON |
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| **DASH-002** | Render portfolio composition (VS-04) | System | <100ms FE | Visual table |
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| **DASH-003** | Display risk metrics (VS-05) | System | <100ms FE | Metric cards |
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| **DASH-004** | Show stress scenarios (VS-06) | System | <100ms FE | Scenario grid |
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| **DASH-005** | List active alerts (VS-07) | System | <100ms FE | Alert badges |
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| **DASH-006** | Real-time updates via SignalR | System | <5s latency | WebSocket push |
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### Non-Functional
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- **Availability:** 99.5%
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- **Latency:** <500ms aggregation, <100ms FE render
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- **Caching:** Cache dashboard for <1hr (refresh on alert escalation)
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- **Audit:** All data sourced from authoritative VS-04~07 tables
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---
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## State Transitions
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```
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Portfolio Snapshot (VS-04)
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Risk Metrics (VS-05)
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Stress Results (VS-06)
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Risk Alerts (VS-07)
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↓ (All aggregated)
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Dashboard Data (VS-08)
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↓ (Publish event)
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DashboardUpdated event → SignalR push
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```
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**Frequency:** On-demand + event-driven updates
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**Real-time:** SignalR WebSocket (no polling)
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---
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## Data & API Contracts
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### GET /api/dashboard/risk
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**Response (200 OK):**
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```json
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{
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"portfolioId": "550e8400-e29b-41d4-a716-446655440001",
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"snapshotDate": "2026-08-05",
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"portfolio": {
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"totalValue": 42700.00,
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"positions": [
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{
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"symbol": "AAPL",
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"quantity": 100,
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"marketValue": 15025,
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"weightPercent": 35.3
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}
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]
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},
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"riskMetrics": {
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"var95": 15250,
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"sharpe": 1.85,
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"sortino": 2.45,
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"volatility": 0.185,
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"concentration": {
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"topFivePercent": 52.3,
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"maxPosition": 40.0
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}
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},
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"stressResults": [
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{
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"scenario": "bull",
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"portfolioLoss": 12500,
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"lossPercent": 4.2,
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"stressedVar": 13750
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}
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],
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"activeAlerts": [
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{
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"alertId": "550e8400-e29b-41d4-a716-446655440008",
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"threshold": "Concentration",
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"severity": "Warning",
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"message": "Top 5 holdings at 52.3%"
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}
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],
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"lastUpdate": "2026-08-05T10:00:00Z"
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}
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```
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### SignalR Message
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**DashboardUpdated:**
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```json
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{
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"eventType": "DashboardUpdated",
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"portfolioId": "550e8400-e29b-41d4-a716-446655440001",
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"changedComponents": ["riskMetrics", "activeAlerts"],
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"updatedAt": "2026-08-05T10:05:00Z"
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}
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```
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---
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## RBAC & Authorization
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| Operation | Role | Condition |
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|-----------|------|-----------|
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| VIEW dashboard | DataReader | Own portfolio only |
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| TRIGGER refresh | DataAnalyst | Manual override |
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---
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## Testing Strategy
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1. **Unit:** Data aggregation logic (5 tests)
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2. **Integration:** DB → aggregation → API (4 tests)
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3. **E2E:** Full dashboard load + SignalR push (2 tests)
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4. **Golden:** Known portfolio → expected snapshot
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---
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## Assumptions
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- All VS-04~07 data is fresh (<1hr old)
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- SignalR hub is available (separate deployment)
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- Portfolio ID is authenticated via RBAC
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---
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## Vertical Slice Boundary
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✅ **In Scope:** Aggregation logic + API endpoint + real-time updates
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❌ **Out of Scope:** Custom drill-down reports, export functionality
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**Rationale:** Minimal, read-only aggregation; all mutations in VS-04~07
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