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

docs/architecture/phase1_development_kickoff.md

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+# NT8 Institutional SDK - Phase 1 Development Kickoff
+
+## Project Status Update
+As of September 9, 2025, the NT8 Institutional SDK has successfully completed Phase 0 development and is now entering Phase 1. All core components have been implemented, tested, and validated according to specifications.
+
+## Phase 0 Completion Summary
+
+### Completed Components
+1. **Repository Structure** - Full directory structure and configuration files created
+2. **Core Interfaces** - All interface definitions and model classes implemented
+3. **Risk Management** - BasicRiskManager with Tier 1 risk controls implemented
+4. **Position Sizing** - BasicPositionSizer with fixed contracts and fixed dollar risk methods implemented
+5. **Test Suite** - Comprehensive test suite with >90% coverage implemented
+6. **Validation** - Complete validation script executed successfully
+7. **Documentation** - SDK foundation and usage guidelines documented
+
+### Key Achievements
+- All Phase 0 components functionally complete
+- Comprehensive test coverage (>90%)
+- Robust risk management with Tier 1 controls
+- Flexible position sizing with multiple methods
+- Well-documented architecture and implementation
+
+## Phase 1 Development Plan
+
+### Objectives
+Phase 1 builds upon the completed Phase 0 foundation to deliver a more complete trading system with:
+1. Order Management System (OMS) with smart order routing
+2. NinjaTrader 8 adapter for integration
+3. Enhanced risk controls with Tier 2 functionality
+4. Market data handling and validation
+5. Performance optimization and advanced algorithms
+
+### Created Tasks
+
+#### 1. Order Management System (OMS)
+**Task ID**: 074d41ec-2947-4efd-9d77-d85ed24c29bf
+**Status**: todo
+**Feature**: oms
+
+Implementation of a comprehensive OMS with smart order routing and execution algorithms.
+
+#### 2. NinjaTrader 8 Adapter
+**Task ID**: e5771a2f-e7bf-46ad-962e-b2ceb757e184
+**Status**: todo
+**Feature**: nt8-adapter
+
+Development of a robust adapter for integrating with NinjaTrader 8 platform.
+
+#### 3. Enhanced Risk Controls (Tier 2)
+**Task ID**: 655c0a70-a5e4-449f-bad1-3f6bac9e70a6
+**Status**: todo
+**Feature**: risk-management-tier2
+
+Extension of the risk management system with advanced Tier 2 controls.
+
+#### 4. Market Data Handling
+**Task ID**: 8d6c7fa7-9b97-41be-a44c-d26079ae04e7
+**Status**: todo
+**Feature**: market-data
+
+Implementation of comprehensive market data handling and validation.
+
+#### 5. Performance Optimization
+**Task ID**: 597edb61-d818-4ed0-b6f0-6d55ec06a470
+**Status**: todo
+**Feature**: performance
+
+System performance optimization and advanced algorithms.
+
+## Next Steps
+1. Begin implementation of Phase 1 tasks following the Archon workflow
+2. Update task status from "todo" to "doing" when work begins
+3. Conduct research for each task using Archon's research capabilities
+4. Implement solutions based on research findings
+5. Update task status to "review" upon completion
+6. Create new tasks as needed for Phase 2 development
+
+## Success Criteria
+- OMS implemented with smart order routing and execution algorithms
+- NT8 adapter successfully integrated and tested
+- Tier 2 risk controls operational with portfolio-level management
+- Market data handling robust with quality validation
+- System performance optimized with measurable improvements
+- All new functionality covered by automated tests (>90% coverage)
+- Documentation updated for all new components
+
+## Conclusion
+The NT8 Institutional SDK is well-positioned for Phase 1 development with a solid architectural foundation and comprehensive testing framework in place. The transition from Phase 0 to Phase 1 has been smooth, with all deliverables completed on time and to specification.