nt8-sdk/archon_update_plan.md

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.