feat: implement institutional research platform roadmap (Stages 0-12)#27
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Introduce typed risk policy domain types and a rule-based policy engine that evaluates portfolio state and order plans against configurable thresholds with blocker/warning severity levels.
Add assessment functions for promotion, execution, and order batch entities that produce immutable results with findings, severity, and timestamps suitable for audit trails.
Extend the risk router with policy CRUD, assessment endpoints, and a kill-switch toggle backed by module-level state for fast emergency response.
Add RiskPolicyEditor, RiskAssessmentPanel, and KillSwitchPanel components to the Risk page with kill-switch typed confirmation UX, clear monitoring/policy/assessment separation, and full i18n support.
Extend ExecutionPlanRecord with strategy version, promotion request, risk assessment, and broker account linkage. Add lifecycle events to AlgoOrder for full audit trail, and reconciliation status for detecting broker-local mismatches.
Introduce a typed BrokerAdapter interface with submit, cancel, status, positions, account, and reconciliation methods. The simulated adapter provides deterministic test behavior without browser-side credentials.
Handle submit failure, lost acknowledgement, partial fill, cancel rejection, position mismatch, and gateway restart scenarios with diagnosis, plan building, and adapter-driven recovery actions.
Integrate execution evidence chain panel showing strategy version, promotion request, risk assessment, and broker account linkage. Add recovery console for diagnosing and resolving submit failures, lost acknowledgements, and position mismatches.
Introduce StrategyPackageManifest types and validation logic for strategy packages. Validates semver versioning, market declarations, risk limits (max 5x leverage, max 50% drawdown), and prevents live:execute permission from being requested by default.
Introduce PlatformEventBus with 13 event types covering dataset ingestion, experiments, backtests, promotions, risk breaches, execution plans, order lifecycle, agent reviews, and kill switch. Supports filtering, subscription, namespace isolation, and deep-cloned payloads.
Add PlatformEventStream, SystemHealthMatrix, and ArtifactIntegrityPanel components with useObservabilityWorkbench hook. Supports service health status derivation (healthy/degraded/blocked), event filtering by type and severity, and artifact integrity issue tracking.
Implement 6 integrity checks for platform artifacts: missing metadata, missing payload, hash mismatch, orphaned references, stale active dataset versions, and promotions without evidence. Integrates with the control-plane maintenance CLI.
Update README, architecture docs, operations handbook, and deployment guide to reflect Stages 8-12 completion. Document research lifecycle, data lifecycle, strategy promotion gates, paper/live boundaries, agent boundaries, job runner/artifacts, and operational recovery procedures.
rogerdigital
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Summary
Complete implementation of the institutional research platform roadmap: 51 commits across all 13 stages (Stage 0-12).
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npm run verify)Test plan
npm run verifypasses (lint + all test suites + typecheck + build)