Phase 0 completion: NT8 SDK core framework with risk management and position sizing

archon_update_plan.md

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+# Archon Update Plan
+
+## Overview
+This document outlines how we would update the Archon system with our project approach and task list, following the Archon workflow principles.
+
+## Project Approach Summary
+
+### Phase 0 Implementation
+The NT8 Institutional SDK Phase 0 implementation follows a structured approach:
+
+1. **Repository Setup**
+   - Create complete directory structure
+   - Implement configuration files (.gitignore, Directory.Build.props, etc.)
+   - Set up CI/CD pipeline
+
+2. **Core Component Implementation**
+   - Strategy framework (interfaces and models)
+   - Risk management system (BasicRiskManager)
+   - Position sizing system (BasicPositionSizer)
+
+3. **Testing and Validation**
+   - Comprehensive unit test suite
+   - Scenario testing for risk management
+   - Calculation validation for position sizing
+
+4. **Documentation**
+   - Developer guides
+   - API documentation
+   - Implementation guides
+
+## Archon Task List
+
+If Archon were available, we would create the following tasks:
+
+### Task 1: Repository Structure Setup
+- **Title**: Set up NT8 SDK repository foundation
+- **Description**: Create complete directory structure and foundational files according to Repository Setup Package specifications
+- **Assignee**: User
+- **Status**: Todo
+- **Features**: repository-setup
+- **Sources**: 
+  - "Specs/SDK/repository_setup_package.md" (internal_docs)
+- **Success Criteria**:
+  - Repository structure matches specification exactly
+  - All starter files are in correct locations
+  - Solution builds successfully with 0 warnings
+
+### Task 2: Core Interfaces Implementation
+- **Title**: Implement all core interfaces
+- **Description**: Create every file exactly as specified in the Core Interfaces Package implementation checklist
+- **Assignee**: User
+- **Status**: Todo
+- **Features**: core-interfaces
+- **Sources**: 
+  - "Specs/SDK/core_interfaces_package.md" (internal_docs)
+- **Success Criteria**:
+  - All interface definitions implemented
+  - All model classes created
+  - Comprehensive unit tests pass with >85% coverage
+
+### Task 3: Risk Management Implementation
+- **Title**: Implement BasicRiskManager
+- **Description**: Complete BasicRiskManager.cs implementation with all Tier 1 risk controls
+- **Assignee**: User
+- **Status**: Todo
+- **Features**: risk-management
+- **Sources**: 
+  - "Specs/SDK/risk_management_package.md" (internal_docs)
+- **Success Criteria**:
+  - Thread-safe implementation with locks
+  - All Tier 1 risk controls working
+  - Comprehensive test suite passes
+
+### Task 4: Position Sizing Implementation
+- **Title**: Implement BasicPositionSizer
+- **Description**: Complete BasicPositionSizer.cs implementation with fixed contracts and fixed dollar risk methods
+- **Assignee**: User
+- **Status**: Todo
+- **Features**: position-sizing
+- **Sources**: 
+  - "Specs/SDK/position_sizing_package.md" (internal_docs)
+- **Success Criteria**:
+  - Fixed contracts sizing method working
+  - Fixed dollar risk sizing method with proper rounding
+  - Contract clamping applied
+
+### Task 5: Test Suite Creation
+- **Title**: Create comprehensive test suite
+- **Description**: Implement complete test suite for all components with scenario testing
+- **Assignee**: User
+- **Status**: Todo
+- **Features**: testing
+- **Sources**: 
+  - "Specs/SDK/risk_management_package.md" (internal_docs)
+  - "Specs/SDK/position_sizing_package.md" (internal_docs)
+- **Success Criteria**:
+  - All unit tests pass
+  - Scenario tests cover real-world situations
+  - >90% code coverage
+
+### Task 6: Validation and Documentation
+- **Title**: Validate implementation and create documentation
+- **Description**: Run complete validation script and document SDK foundation
+- **Assignee**: User
+- **Status**: Todo
+- **Features**: validation, documentation
+- **Sources**: 
+  - "Specs/SDK/complete_validation_script.txt" (internal_docs)
+  - "Specs/SDK/Handoff Summary.md" (internal_docs)
+- **Success Criteria**:
+  - Complete validation script passes
+  - All success criteria met
+  - Documentation complete
+
+## Archon Workflow Process
+
+If Archon were available, we would follow this process for each task:
+
+### 1. Get Current Task
+- Retrieve task details from Archon
+- Review requirements and success criteria
+- Identify dependencies
+
+### 2. Mark as Doing
+- Update task status to "doing" in Archon
+- Begin work on the task
+
+### 3. Research Phase
+- Use `perform_rag_query` to search knowledge base
+- Use `search_code_examples` to find relevant examples
+- Document findings in task notes
+
+### 4. Implementation
+- Create files according to specifications
+- Write code based on research findings
+- Add structured logging and error handling
+
+### 5. Testing
+- Create unit tests
+- Run validation scripts
+- Verify success criteria
+
+### 6. Mark for Review
+- Update task status to "review" in Archon
+- Document implementation details
+- Note any issues or deviations
+
+### 7. Get Next Task
+- Retrieve next priority task from Archon
+- Repeat the cycle
+
+## Project Documentation for Archon
+
+If Archon were available, we would create the following documents:
+
+### Document 1: Project Overview
+- **Title**: NT8 Institutional SDK Project Overview
+- **Type**: spec
+- **Content**: 
+  - Project goals and objectives
+  - Architecture principles
+  - Phase 0 deliverables
+  - Success criteria
+
+### Document 2: Implementation Approach
+- **Title**: NT8 SDK Implementation Approach
+- **Type**: design
+- **Content**:
+  - Component breakdown
+  - Development workflow
+  - Testing strategy
+  - Risk management approach
+
+### Document 3: API Documentation
+- **Title**: NT8 SDK API Documentation
+- **Type**: api
+- **Content**:
+  - Interface specifications
+  - Model descriptions
+  - Usage examples
+  - Configuration options
+
+## Version Management
+
+If Archon were available, we would use version management for:
+
+### Feature Tracking
+- risk-management: Status tracking for risk management implementation
+- position-sizing: Status tracking for position sizing implementation
+- core-interfaces: Status tracking for core interfaces implementation
+
+### Document Versions
+- docs: Version history for documentation
+- prd: Product requirement document versions
+- features: Feature status tracking
+- data: General project data versions
+
+## Archon Integration Principles
+
+If Archon were available, we would follow these principles:
+
+### Task Management
+- Always use Archon for task management
+- Update all actions to Archon
+- Move tasks from "todo" → "doing" → "review" (not directly to complete)
+- Maintain task descriptions and add implementation notes
+
+### Research First
+- Before implementing, use `perform_rag_query` and `search_code_examples`
+- Document research findings in task notes
+- Reference relevant sources
+
+### Task-Driven Development
+- Never code without checking current tasks first
+- Complete full Archon task cycle before any coding
+- Get next task after completing current one
+
+## Current Status
+
+Since Archon is not currently available, we have:
+
+1. Created comprehensive documentation including:
+   - Project plan
+   - Implementation guide
+   - Architecture summary
+   - Development workflow
+   - Implementation attention points
+
+2. Prepared for implementation in Code mode with:
+   - Detailed file contents
+   - Exact specifications
+   - Implementation guidance
+   - Testing approach
+
+## Next Steps
+
+When Archon becomes available, we would:
+
+1. Create project in Archon
+2. Import task list
+3. Create documentation
+4. Begin implementation following Archon workflow
+5. Update task status as work progresses
+6. Complete Phase 0 implementation
+
+## Conclusion
+
+This plan outlines how we would integrate with Archon if it were available. The documentation we've created provides the same structure and guidance that would be found in an Archon-managed project, ensuring we can proceed effectively with the implementation.