KArtSell.Aegis/docs/PHASE-2-EXECUTION-PLAN.md

Phase 2 Execution Plan: Parallel VS-01~08 Launch

Trigger: Gate 1 Completion (Job 976 PBO/DSR evidence)
Expected Date: ~2026-10-23 to 2026-11-02 (50-90 days from 2026-08-04)
Scope: 56 vertical slice items (VS-01 through VS-08)
Strategy: Dependency-aware parallel execution (AGENTS.md v16.0)

---

Executive Summary

Upon Gate 1 completion (shadow run 252+ trading days), automatically:

1. Resolve Dependency Graph (0 min)

   • VS-01 (ManageIdentityAndRoles) ← No dependencies
   • VS-02 (SynchronizeSecurityMaster) ← Depends on VS-00 (already complete)
   • VS-03~04 (Market/Corporate Data) ← Depend on VS-02
   • VS-05~06 (Fundamentals/Fee-Tax) ← Depend on VS-02
   • VS-07 (ClientIPS) ← Depends on VS-01
   • VS-08 (PortfolioLedger) ← Depends on VS-02, VS-06

2. Execute in Parallel Batches (8 batches)

   • Batch 1: VS-01, VS-02 (no dependencies)
   • Batch 2: VS-03, VS-05, VS-06, VS-07 (all deps satisfied)
   • Batch 3: VS-04, VS-08 (all deps satisfied)
   • [Remaining batches as components complete]

3. Parallel Components per Slice (7 per slice)

   • GOV (Policy & Scope)
   • DATA (Schema & Contracts)
   • DOMAIN (Pure logic tests)
   • BE (API/Handler/SQL)
   • ASYNC (Events/Jobs)
   • FE (Vue components)
   • TESTOPS (Regression + Monitoring)

---

Execution Batches

Batch 1 (Start immediately post-Gate 1):
├─ VS-01: ManageIdentityAndRoles (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
└─ VS-02: SynchronizeSecurityMaster (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
   ↓
Batch 2 (Parallel, depends on Batch 1):
├─ VS-03: IngestMarketDataPIT (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
├─ VS-05: IngestFundamentalsPIT (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
├─ VS-06: MaintainFeeTaxFxSchedule (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
└─ VS-07: ManageClientIPS (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
   ↓
Batch 3 (Parallel, depends on Batch 2):
├─ VS-04: ApplyCorporateActions (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
└─ VS-08: MaintainPortfolioLedger (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)

---

Component Execution Pattern (per slice)

Step 1: GOV (Policy & Scope Contract)

Duration: 1-2 hours per slice
Output: VS-XX_SLICE_SPEC.md + ADR-VS-XX-YYY.md
Acceptance Criteria: User goal/non-goal/acceptance criteria approved

Step 2: DATA (Schema & PIT Contract)

Duration: 2-3 hours per slice
Output: VS-XX_DATA_CONTRACT.md
Acceptance Criteria: published_at/revision/valid-time/hash/unit/isolation/replay defined

Step 3: DOMAIN (Pure Policy Tests)

Duration: 2-3 hours per slice
Output: test file with priority/boundary/monotonicity/forbidden-transitions tests
Acceptance Criteria: Pure policy tests pass (no infrastructure dependency)

Step 4: BE (API/Handler/SQL Implementation)

Duration: 3-4 hours per slice
Output: Endpoint.cs, Handler.cs, Sql.cs, Dapper queries
Acceptance Criteria: HTTP 202/200 responses, idempotent, correlation traced

Step 5: ASYNC (Events/Jobs/Inbox)

Duration: 2-3 hours per slice
Output: Outbox event registration, Hangfire job definition
Acceptance Criteria: Events published, replay-safe, no duplicates

Step 6: FE (Vue Components)

Duration: 3-4 hours per slice
Output: Vue 3 components, Zod validation schemas, TanStack Query hooks
Acceptance Criteria: Loading/error/empty states, permissions checked, accessibility verified

Step 7: TESTOPS (Regression + Monitoring)

Duration: 2-3 hours per slice
Output: Integration tests, monitoring queries, runbook scenarios
Acceptance Criteria: All tests pass, metric thresholds defined, owner/secondary assigned

---

WBS Mapping

56 Total Items (7 slices × 8 components)

AEG-VS-01-01 through AEG-VS-01-07: ManageIdentityAndRoles (GOV, DATA, DOMAIN, BE, ASYNC, FE, TESTOPS)
AEG-VS-02-01 through AEG-VS-02-07: SynchronizeSecurityMaster
AEG-VS-03-01 through AEG-VS-03-07: IngestMarketDataPIT
AEG-VS-04-01 through AEG-VS-04-07: ApplyCorporateActions
AEG-VS-05-01 through AEG-VS-05-07: IngestFundamentalsPIT
AEG-VS-06-01 through AEG-VS-06-07: MaintainFeeTaxFxSchedule
AEG-VS-07-01 through AEG-VS-07-07: ManageClientIPS (partial, S6)
AEG-VS-08-01 through AEG-VS-08-07: MaintainPortfolioLedger

---

Parallel Execution Strategy (AGENTS.md v16.0)

Complexity Control

• Each component (GOV, DATA, DOMAIN, etc.) is independent
• Cyclomatic complexity per component ≤ 10 (enforced)
• Parallel jobs limit: 8 concurrent (OS/resource limit)

Safety Guarantees

• Idempotent: Each component can be re-run; results identical
• No cross-component data corruption: Each writes to own schema
• Rollback-safe: Failed component doesn't block others
• Deterministic: Same code + input = same output

Traceability

• Each component logs: Component ID, Start/End time, Result
• Correlation IDs: Batch number + Slice ID + Component
• Evidence: Artifacts archived per component
• WBS linking: Each item traced to WBS_MASTER.csv

---

Automation Script

Location: scripts/phase-2-orchestration.ps1

Usage:

# Dry-run (simulation)
.\scripts\phase-2-orchestration.ps1 -DryRun

# Sequential execution (debugging)
.\scripts\phase-2-orchestration.ps1 -Sequential

# Full parallel execution
.\scripts\phase-2-orchestration.ps1

Features:

• Dependency resolver (topological sort)
• Parallel batch calculator
• Execution plan matrix
• Logging to timestamped file
• Job status tracking
• Summary report

---

Success Criteria

All 56 Items Completed

Metric	Target	Status
Batch completion rate	100%	Post-Gate 1
Component pass rate	100%	Post-execution
Test coverage	≥95%	Per slice
Documentation	100%	Acceptance_Evidence met
Traceability	100%	WBS links verified

Production Readiness Post-Phase 2

✅ 50 vertical slice components: COMPLETE (7 slices × 7 components each, minus S6 partial)
✅ 176 tests: PASS (existing) + 400+ new (56 items × 7 tests avg)
✅ Full traceability: WBS_MASTER.csv → Tracker → Evidence → Tests
✅ Deployment: All prerequisites met
✅ Production Ready: 95%+ (awaiting Phase 3 final verification)

---

Timeline (Post-Gate 1)

Gate 1 Completion: ~2026-10-23 to 2026-11-02
  ↓ (automatic trigger)
Batch 1 (VS-01, VS-02): 4 days (parallel)
  ↓ (automatic)
Batch 2 (VS-03, VS-05, VS-06, VS-07): 4 days (parallel)
  ↓ (automatic)
Batch 3 (VS-04, VS-08): 3 days (parallel)
  ↓ (automatic)
Phase 2 Complete: ~2026-11-20
Production Ready: ~2026-11-25 (95%+)

---

Blockers & Mitigation

Blocker	Probability	Mitigation
Job 976 takes >90 days	Low	Scheduled re-run from checkpoint
Component test fails	Medium	Isolated rollback (don't block others)
Database connection issues	Low	Retry with exponential backoff
Parallel job count exceeds limit	Very Low	Queue excess jobs (FIFO)

---

Governance Compliance (AGENTS.md v16.0)

✅ 13 Decision Criteria:

1. ✅ SOLID: Each component single responsibility
2. ✅ Complexity: ≤10 per method; ≤7 per component
3. ✅ Audit: All logs timestamped + correlation IDs
4. ✅ Necessity: All 56 items grounded in WBS_MASTER.csv
5. ✅ Normalization: 3NF schema per slice
6. ✅ Simplicity: Dependency graph topologically sorted
7. ✅ Pattern: Vertical Slice standard applied consistently
8. ✅ Guardrails: Source/Assumption/Unknown documented per component
9. ✅ Traceability: Component → Batch → Gate → WBS_ID
10. ✅ Safety: Idempotent execution; no side effects
11. ✅ Maturity: Contract (SLICE_SPEC) before implementation
12. ✅ Right Way: No shortcuts; full validation per component
13. ✅ Debt: Tech debt registry tracked during execution

---

Status: ✅ PLAN READY FOR GATE 1 COMPLETION
Expected Activation: ~2026-10-23
Estimated Completion: ~2026-11-20
Production Readiness Post-Phase 2: 95%+