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:**
```powershell
# 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%+