docs: archive superseded roadmap/WBS docs, fix broken install command, retire stale files
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Validators (Pushes and Pull Requests) / Operational Report & Decision Packet (push) Has been skipped
Validators (Pushes and Pull Requests) / Database & Schema Validation (push) Successful in 12s
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Archives 6 more superseded planning docs to docs/archive/ (ROADMAP_WBS.md, MODERNIZATION_ROADMAP_VISUAL.md, MODERNIZATION_STRATEGY_ROADMAP_2026-2027.md, ROADMAP_ENTERPRISE_TEMPLATES_WBS.md, EXECUTION_PLAN_PHASE0_CLOSEOUT_AND_PHASE1_KICKOFF.md, CICD_ROADMAP.md), each replaced by a current source of truth (CLAUDE.md, docs/MIGRATION_STATUS.md, or the OMS·WMS·ERP spec/playbook), and repoints 4 files that linked to the pre-archive path. Fixes README's top-of-file install instructions and package.json's "ops:dev" script, both of which pointed at core_satellite_collector.js - a file that has never existed anywhere in this repo's git history. The real, working entry point (tools/run_kis_data_collection_v1.py / npm run ops:data-collect) was already correctly documented further down the same README. Also finishes retiring pre-existing stale state that predates this session: removes the superseded deploy-prod.yml.backup, completes the already-in-progress removal of the old src/client/ Vue+AG-Grid prototype (superseded by src/frontend/), and untracks test-results/.last-run.json (Playwright's own run-metadata file, regenerated every test run - shouldn't be version controlled). Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
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# QuantEngine 현대화 로드맵 (시각화)
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## 1. 전체 진행도 (Gantt Chart)
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```
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2026 2027
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Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
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|-----|-----|-----|-----|-----|-----|-----|-----|-----|-----|-----|-----|
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PHASE 0: Foundation ✅
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█████
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CI/CD + Data Consistency
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PHASE 1: Data Architecture
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███████████████
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Normalization + Components + Quality
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PHASE 2: Quant Engine
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█████████████████
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Game Theory + Scheduler + Transparency
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PHASE 3: Patterns
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██████████
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Simplification + Standards
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PHASE 4: Optimization
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██████████████
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Performance + Reliability
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```
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---
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## 2. 각 Phase의 핵심 산출물
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### PHASE 0: Foundation (Jul-Aug) ✅
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```
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INPUT PROCESS OUTPUT
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Current State: - ci.yml 리팩토링 ✅ 9-job parallel CI
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- 1 job CI (40min) - 워크플로우 검증 ✅ (~15-20min)
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- No audit trail - CLAUDE.md 작성 ✅ Comprehensive docs
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- Manual deployments Auto-validating CI
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Ready for Phase 1
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```
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### PHASE 1: Data Architecture (Sep-Nov)
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```
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INPUT PROCESS OUTPUT
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Legacy Schema: - Table 정규화 3NF Schema
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- kis_snapshots(100+ cols) - Repository분리 Normalized tables
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- Scattered data - Quality metrics Component APIs
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- Data lineage Data quality gates
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Backward compatible
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```
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**구체적 변화**:
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```
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Before: After:
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kis_snapshots ────────────┐ stocks ──────┐
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│ ticker │ │ id │
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│ price │ │ ticker │
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│ volume │──→│ name │
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│ bid │ │ market │
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│ ask │ └────────────┘
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│ bidSize1-5 │
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│ askSize1-5 │ quotes ─────────────┐
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│ pe_ratio │ │ id │
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│ eps │──→│ stock_id │
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│ dividend │ │ timestamp │
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│ ... x80+ more │ │ price │
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└────────────────────────┘ │ volume │
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│ source │
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└───────────────────┘
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order_book ────────┐
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│ id │
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│ quote_id │
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│ bid_levels (json) │
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│ ask_levels (json) │
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└───────────────────┘
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```
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### PHASE 2: Quant Engine (Dec-Feb)
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```
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INPUT PROCESS OUTPUT
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Normalized Data: - Nash equilibrium Optimal portfolio
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- Clean data feeds - Adaptive scheduler Dynamic scheduling
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- Multi-source capability - Decision logging Transparent decisions
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- Event detection Audit trail
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Reproducible logic
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```
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**의사결정 투명성 예시**:
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```
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수집 START (2026-12-15 00:30 KST)
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├─ Factor 1: Sharpe ratio ✓ (1.45 > 1.0)
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├─ Factor 2: Correlation ✓ (< 0.7)
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├─ Factor 3: Nash allocation ✓ (computed)
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├─ Data quality ✓ (98.5%)
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└─ APPROVED: Rebalance to [005930: 40%, 035720: 35%, 051910: 25%]
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→ 의사결정 로그: dec_20261215_001.json
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→ 언제든 재현 가능: reproduce() → 동일 결과 보장
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```
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### PHASE 3: Patterns (Mar-Apr)
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```
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INPUT PROCESS OUTPUT
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Scattered patterns: - 패턴 카탈로그화 Pattern library
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- Ad-hoc solutions - ADR 작성 Architecture decisions
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- Knowledge in heads - Style guide Development guidelines
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- Code cleanup Lean codebase
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YAGNI applied
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```
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### PHASE 4: Optimization (May-Jun)
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```
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INPUT PROCESS OUTPUT
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Stable architecture: - Performance tuning Optimized system
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- Sound design - Reliability hardening 99.9% availability
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- Functional system - Automation setup 87.5% ops automated
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- Monitoring/alerting Production ready
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```
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---
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## 3. 핵심 지표 진행도
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```
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현재(Jul) Phase 1(Nov) Phase 2(Feb) Phase 4(Jun) 목표
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CI 시간 ~40min ~20min ~18min ~12min <15min ✓
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테스트 커버리지 ~60% ~70% ~78% ~85% >80% ✓
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기술부채 점수 ~60% ~45% ~30% ~15% <20% ✓
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포트폴리오 1.0x 1.1x 1.15x 1.2x +20% ✓
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Sharpe ratio
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API 응답시간 500ms 350ms 250ms 200ms <200ms ✓
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수집 시간 15min 10min 8min 6min <6min ✓
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시스템 가용성 98% 98.5% 99% 99.9% >99.9% ✓
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수동 운영 시간 40h/week 30h/week 15h/week 5h/week <5h ✓
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```
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---
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## 4. 핵심 의존성 & 선결 조건
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```
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PHASE 0 ✅
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└─ CI/CD foundations DONE
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└─ PHASE 1 (Sep)
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├─ DB normalization
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├─ Component APIs
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└─ Quality metrics
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└─ PHASE 2 (Dec)
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├─ Game theory engine
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├─ Adaptive scheduler
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└─ Decision logging
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└─ PHASE 3 (Mar)
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├─ Pattern library
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├─ Style guide
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└─ Code cleanup
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└─ PHASE 4 (May)
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├─ Performance
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├─ Reliability
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└─ Automation ✓
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```
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---
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## 5. 리스크 히트맵
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```
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Impact x Likelihood = Priority
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Data migration HIGH(9) x MEDIUM(5) = 45 (HIGH)
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(Mitigation: Parallel run + automatic rollback)
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Performance HIGH(8) x MEDIUM(5) = 40 (HIGH)
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regression
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(Mitigation: Before/after benchmarking)
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KIS API changes HIGH(7) x LOW(2) = 14 (LOW)
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(Mitigation: Adapter pattern + fallbacks)
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Team capacity MEDIUM(6) x HIGH(7) = 42 (HIGH)
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constraint
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(Mitigation: Prioritize P0 > P1 > P2)
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Schema drift MEDIUM(6) x MEDIUM(5) = 30 (MEDIUM)
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(Mitigation: Automated validation in CI)
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```
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---
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## 6. 관계자별 책임
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| 역할 | Phase 0 | Phase 1 | Phase 2 | Phase 3 | Phase 4 |
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|------|---------|---------|---------|---------|---------|
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| **설계** | Claude ✓ | Claude | Claude | Team | Team |
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| **구현** | Claude ✓ | Team | Team | Team | Team |
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| **검증** | Claude ✓ | Claude+QA | Claude+QA | QA | QA |
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| **배포** | DevOps ✓ | DevOps | DevOps | DevOps | DevOps |
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| **승인** | Owner ✓ | Owner | Owner | Owner | Owner |
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---
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## 7. Go/No-Go 게이트 체크리스트
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### 🟢 PHASE 0 (Jul-Aug) ✅ APPROVED
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- [x] CI 9 job 병렬화 완료 (40min → 15min)
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- [x] 워크플로우 검증 자동화
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- [x] CLAUDE.md 종합 문서화
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- [x] 데이터 이력 테이블 설계
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**진행 상태**: 100% | **승인**: 2026-07-24
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---
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### 🟡 PHASE 1 (Sep-Nov) PENDING
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**Go 조건** (Sep 30):
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- [ ] DB 정규화 70% 완료
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- [ ] IQuoteRepository, IRunRepository 구현
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- [ ] Data quality validator 작동
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- [ ] 기존 API 호환성 유지 (Adapter pattern)
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- [ ] 데이터 마이그레이션 테스트 통과
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**의존성**: Phase 0 완료 ✓
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---
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### 🟡 PHASE 2 (Dec-Feb) PENDING
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**Go 조건** (Feb 28):
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- [ ] Nash equilibrium 알고리즘 구현
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- [ ] 동적 스케줄러 운영 중
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- [ ] 의사결정 로그 100% 추적
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- [ ] 재현성 검증 완료
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- [ ] 백테스트 통과 (Sharpe ratio +15%)
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**의존성**: Phase 1 완료
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---
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### 🟡 PHASE 3 (Mar-Apr) PENDING
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**Go 조건** (Apr 30):
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- [ ] 패턴 카탈로그 완성
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- [ ] ADR 5개 이상 작성
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- [ ] 불필요한 코드 20% 제거
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- [ ] Style guide 승인
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- [ ] 온보딩 시간 50% 단축 검증
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**의존성**: Phase 2 완료
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---
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### 🟡 PHASE 4 (May-Jun) PENDING
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**Go 조건** (Jun 30):
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- [ ] 99.9% 가용성 달성 (1개월 운영 증명)
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- [ ] 성능 목표 달성 (API <200ms, 수집 <6min)
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- [ ] 운영 자동화 87.5% 달성
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- [ ] RTO/RPO 테스트 통과
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- [ ] 최종 감사 승인
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**의존성**: Phase 3 완료 + 프로덕션 안정성 입증
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---
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## 8. 투자 대비 효과 (ROI 분석)
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### 비용 (한 명의 개발자 기준)
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```
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Phase 0: 2주 (CI/CD)
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Phase 1: 8주 (Data architecture)
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Phase 2: 12주 (Quant engine)
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Phase 3: 4주 (Patterns)
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Phase 4: 8주 (Optimization)
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─────────────
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Total: 34주 = 8.5개월 = 1 FTE
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연간 운영 절감: 30시간/주 × 50주 = 1,500시간 절감
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투자 대비 효과: 1,500시간 절감 / (34주 × 40시간 = 1,360시간 투자) = 1.1배
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추가 효과: 포트폴리오 성과 20% 향상, 시스템 안정성 99.9% 달성
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```
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### 정성적 효과
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- 👥 **팀 생산성**: 온보딩 50% 단축 (신입 개발자)
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- 🛡️ **리스크 감소**: 데이터 손실 0%, 감시 추적 100%
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- 📊 **의사결정 품질**: 투명성 100%, 재현성 100%
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- ⚡ **정보 반영 속도**: 24시간 → 1시간 이내
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---
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## 9. 실패 사례 방지
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```
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❌ 실패 사례 ✅ 우리의 접근법
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────────────────────────────────────────────────────
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"Big bang" 전환 작은 단위 iterative 개선
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(all or nothing) (각 phase별 go/no-go)
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마이그레이션 중 장애 Parallel run + 자동 롤백
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(데이터 손실) (backward compatibility)
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성능 회귀 미발견 Before/after 벤치마킹
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+ 자동화된 성능 게이트
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기술 선택 이유 불명확 ADR (Architecture Decision Records)
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(누가, 언제, 왜?) (투명한 의사결정)
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팀 역량 부족 Phase 우선순위 명확화
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(너무 빨리 너무 많이) (P0 > P1 > P2)
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```
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---
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## 10. 마일스톤 & 주요 이벤트
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```
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🟢 2026-07-24 PHASE 0 완료 ✓ CI 9-job, CLAUDE.md updated
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🟡 2026-08-31 PHASE 0 검증 데이터 일관성 검증 완료
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🟡 2026-09-30 PHASE 1 시작 DB 정규화 첫 배포
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🟡 2026-11-30 PHASE 1 완료 검증 Component API 운영
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🟡 2026-12-15 PHASE 2 시작 Game theory engine 첫 결정
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🟡 2027-02-28 PHASE 2 완료 검증 의사결정 투명성 100%
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🟡 2027-03-31 PHASE 3 시작 Pattern library 공개
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🟡 2027-04-30 PHASE 3 완료 검증 Style guide 승인
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🟡 2027-05-31 PHASE 4 시작 성능 최적화
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🟡 2027-06-30 PHASE 4 완료 ✓ 최종 프로덕션 안정화 완료
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```
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||||
---
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||||
## 11. 승인 서명
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||||
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||||
| 역할 | 이름 | 서명 | 날짜 |
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||||
|------|------|------|------|
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||||
| Project Owner | [TBD] | _____ | |
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||||
| Technical Lead | Claude + Team | _____ | 2026-07-24 |
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||||
| QA Lead | [TBD] | _____ | |
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||||
| DevOps Lead | [TBD] | _____ | |
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||||
|
||||
---
|
||||
|
||||
**Document Version**: 1.0
|
||||
**Status**: Phase 0 ✅ Approved
|
||||
**Next Review**: 2026-08-31
|
||||
Reference in New Issue
Block a user