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>
5.4 KiB
5.4 KiB
Phase 2 Batch 3-4: Risk & Portfolio Domain (VS-04~08)
📋 Overview
Domain: Portfolio composition, risk metrics, stress testing, alerts, dashboard Pattern: Vertical Slice (GOV → DATA → DOMAIN → BE → ASYNC → FE → TESTOPS) Strategy: AGENTS.md v16.0 WBS Optimization — execute all non-blocking tasks immediately
🏗️ Component Structure
| VS | Name | Purpose | Data Model | Endpoint | Event |
|---|---|---|---|---|---|
| VS-04 | Portfolio Composition | Aggregate positions & risk weights | portfolios.* (PIT) |
POST /api/portfolio/rebalance | PortfolioRebalanced |
| VS-05 | Risk Metrics | VAR, Sharpe, Sortino calculations | risk_metrics.* (PIT) |
GET /api/portfolio/{id}/risk | RiskMetricsCalculated |
| VS-06 | Stress Testing | Scenario analysis (bull/bear/rate-shock) | stress_tests.* (append-only) |
POST /api/portfolio/{id}/stress | StressTestCompleted |
| VS-07 | Risk Alerts | Threshold breach + escalation | risk_alerts.* (soft-delete) |
GET /api/portfolio/{id}/alerts | RiskAlertTriggered |
| VS-08 | Risk Dashboard | Real-time risk aggregation + UI | risk_dashboard_agg (denorm) |
GET /api/dashboard/risk | (read-only) |
🔗 Dependencies & Parallelization
VS-04 (Portfolio Composition)
↓
VS-05 (Risk Metrics) ← requires portfolio data
↓
VS-06 (Stress Testing) ← requires risk metrics
↓
VS-07 (Risk Alerts) ← requires stress results
↓
VS-08 (Risk Dashboard) ← aggregates all above
Parallelizable:
- Each VS can be GOV+DATA defined in parallel (9 docs in parallel)
- DOMAIN logic for VS-04 & VS-05 in parallel (once specs done)
- BE endpoints for all VS in parallel (once DOMAIN ready)
Critical Path:
- VS-04 DATA must complete before VS-05 DOMAIN
- VS-05 DOMAIN must complete before VS-06 BE
- Total: Sequential on hot path, but 40% parallelization possible
📅 WBS Schedule (Optimized)
Day 1 (Today): GOV + DATA (All 5 VS)
- VS-04:
VS04_PORTFOLIO_SLICE_SPEC.md+VS04_DATA_CONTRACT.md - VS-05:
VS05_RISK_METRICS_SLICE_SPEC.md+VS05_DATA_CONTRACT.md - VS-06:
VS06_STRESS_TESTING_SLICE_SPEC.md+VS06_DATA_CONTRACT.md - VS-07:
VS07_RISK_ALERTS_SLICE_SPEC.md+VS07_DATA_CONTRACT.md - VS-08:
VS08_RISK_DASHBOARD_SLICE_SPEC.md+ (no separate data schema) - Deliverable: 9 spec documents, schema validation complete
Day 2: DOMAIN (VS-04, 05, 06, 07)
- VS-04: Portfolio aggregation logic (12 tests)
- VS-05: Risk calculation logic (15 tests)
- VS-06: Scenario application logic (10 tests)
- VS-07: Alert threshold evaluation (8 tests)
- Parallel: All 4 can run in parallel after specs
- Deliverable: 45 unit tests, 4/4 domains PASS
Day 3: BE + ASYNC (All 5 VS)
- VS-04: Rebalance endpoint + Hangfire job
- VS-05: Risk metrics fetch endpoint + background calculator
- VS-06: Stress test trigger + async batch processing
- VS-07: Alert query endpoint + event publisher
- VS-08: Aggregation endpoint (read-only)
- Deliverable: 5 endpoints, 5 async jobs, 20 tests
Day 4: FE + TESTOPS (Batch 3)
- VS-04: Rebalance form + confirmation dialog
- VS-05: Risk metrics display + trend charts
- VS-06: Scenario builder UI + results visualization
- VS-07: Alert list + drill-down view
- VS-08: Risk dashboard (aggregate KPIs + real-time updates)
- Deliverable: 5 FE components, 12+ E2E tests
🎯 Acceptance Criteria (AGENTS.md v16.0)
Per VS:
- ✅ Contract-first: Specs + schema before code
- ✅ SOLID: No cross-cutting concerns, single responsibility
- ✅ Complexity: Cyclomatic complexity ≤ 10 (Policy exceptions)
- ✅ Idempotency: All jobs + scenarios replay-safe
- ✅ Audit: Correlation IDs, event published, PIT versioned
- ✅ Safety: Transaction boundaries, soft-deletes, no partial success
- ✅ Testing: Unit → Integration → Data → E2E coverage
- ✅ Traceability: ADR links, evidence preserved
Cross-VS:
- ✅ No SELECT * or direct module-to-module queries
- ✅ Async coupling via Outbox/Inbox (no direct function calls)
- ✅ Tech debt registered (if any deferral)
- ✅ Architecture tests pass
- ✅ All prior tests still pass (no regressions)
📊 Success Metrics
| Metric | Target | Checkpoint |
|---|---|---|
| Test Pass Rate | 100% | End of each day |
| Architecture Violations | 0 | Before commit |
| Tech Debt Registered | 100% | In PR description |
| Code Review Comments | <5 | Per PR |
| Build Time | <5s | Continuous |
🚀 Execution Plan (This Session)
Phase 2 Batch 3 Start (VS-04~07):
- ✅ Confirm domain scope (Risk & Portfolio) — DONE
- ⏳ GOV + DATA (9 docs, parallel) — START NOW
- ⏳ DOMAIN (4 VS, parallel) — Follow after specs
- ⏳ BE + ASYNC (5 endpoints, parallel) — Follow after domain
- ⏳ FE + TESTOPS (5 components, Batch 3) — Follow after BE
Phase 2 Batch 4 (VS-08): 6. ⏳ Risk Dashboard (depends on all others) 7. ⏳ Final integration testing
📝 Notes
- SSH Tunnel: Required for any DB-backed integration tests. Keep open during dev.
- Parallel Execution: GOV+DATA can be written concurrently; post in 5 separate docs
- Debt Threshold: Keep new debt <20 impact points per batch (manage quarterly paydown)
- Git Strategy: One commit per component (GOV+DATA) or (DOMAIN) or (BE+ASYNC), then squash if needed
Status: READY TO START Next Command: Begin VS-04 GOV specification