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Milestones

This page summarizes the major project milestones.

Dates are approximate and intended to show development phases rather than exact delivery timestamps.


August 2025 – November 2025

Infrastructure Foundation

Initial work focused on building the project’s infrastructure base and deployment model.

Main outcomes

  • Established cloud and server-side infrastructure foundation
  • Built the infrastructure repository and supporting secrets/configuration setup
  • Evaluated deployment and operations requirements around Kubernetes and Infrastructure as Code
  • Explored exchange and market-data integration patterns, including API and transport options such as WebSocket, UDP, multicast, FIX, and lower-latency binary protocols
  • Investigated provider and colocation constraints relevant to the target runtime environment

Why this milestone mattered

  • Defined the physical and operational foundation required to run the infrastructure consistently
  • Clarified which infrastructure capabilities were actually needed for the project

November 2025 – January 2026

Core, Core Runtime and Backtesting Foundation

Work shifted from cloud infrastructure into the Core model and the first usable Research and Core Runtime tooling.

Main outcomes

  • Implemented the Core Python library and its Core Runtime
  • Built the main Runtime concepts around:
  • Event Stream
  • State derivation
  • Strategy evaluation
  • Risk Engine
  • Queue / Execution Control
  • Configuration
  • Processing Order
  • Venue Adapter / Venue integration boundaries
  • Built the Runtime path for Backtesting
  • Added experiment and parameter-sweep support
  • Added supporting runtime tooling such as scratch volumes, preload/sweep infrastructure, manifest loading, and experiment orchestration
  • Integrated supporting observability and workflow tooling including MLflow, Grafana, Prometheus, Argo Workflows, and S3-based storage usage

Why this milestone mattered

  • Produced the first coherent version of the Core
  • Made the runtime usable for Backtesting and systematic experimentation/Research

February 2026 – March 2026

Formal Documentation and Project Structuring

Once the Core Runtime and supporting tooling existed, the focus moved to formalizing the architecture and making the project legible.

Main outcomes

  • Created this MkDocs-based architecture documentation
  • Documented the semantic and conceptual model of the infrastructure rather than repository-level implementation details
  • Structured documentation around architecture, concepts, Stacks, operations, and evolution
  • Cleaned up project structure at the GitHub organization and repository level
  • Standardized repository presentation and publication setup
  • Published the codebase and documentation in a more coherent public form

Why this milestone mattered

  • Turned the project from an internal codebase into a documented infrastructure
  • Established a formal architectural vocabulary and documentation surface

March 2026 – April 2026

Canonical Model Consolidation

Work focused on tightening the documentation and aligning it around a single explicit architecture model.

Main outcomes

  • Consolidated the deterministic event-driven architecture model
  • Clarified the boundaries between:
  • Event and Intent
  • Intent lifecycle and Order lifecycle
  • Risk and Execution Control
  • Queue State and canonical truth
  • Strengthened the formal treatment of:
  • Processing Order
  • replayability
  • deterministic State derivation
  • Execution Control semantics
  • Aligned architecture and concept documents to a single frozen canonical model
  • Finalized the public project naming and documentation presentation

Why this milestone mattered

  • Removed major semantic ambiguity from the documentation
  • Established a coherent architecture model that can now guide further implementation and documentation work

April 2026 – Present

This transitional implementation milestone closes Core and Core Runtime alignment:

Core semantic milestone

  • Core import root is tradingchassis_core and the distribution name is tradingchassis-core.
  • The Core public canonical processing API is usable and stable for the current slice:
  • CoreConfiguration
  • ProcessingPosition
  • EventStreamEntry
  • process_event_entry
  • fold_event_stream_entries
  • EventStreamEntry is a minimal envelope containing only:
  • position
  • event
  • CoreConfiguration is explicit and versioned, with deterministic identity (fingerprinted), and is passed call-level to processing (it is not embedded in EventStreamEntry).
  • ProcessingPosition defines Processing Order. Event Time is carried by Events as external metadata and does not define Processing Order.

Core Runtime alignment

  • Core Runtime import root is core_runtime and the distribution name is tradingchassis-core-runtime.
  • Core Runtime consumes Core (tradingchassis_core) and owns runtime orchestration responsibilities around canonical processing:
  • owns a runtime EventStreamCursor
  • allocates ProcessingPosition
  • constructs EventStreamEntry
  • calls process_event_entry(..., configuration=CoreConfiguration)
  • Local hftbacktest-backed runtime smoke is usable:

python -m core_runtime.local.backtest --config core_runtime/local/local.json

  • Default local outputs are generated under:
  • .runtime/local/results/

Packaging / deployment validation

  • The Core Runtime Docker image has been validated locally and is intentionally minimal (runtime-only: no tests, no repo checkout).
  • Kubernetes / Argo / GHCR execution is a deployment validation track, not a claim of full production readiness.

Control-Time obligation semantics (transitional implementation track)

  • Phase 16C: Runtime ordering for realized deadlines is explicit: inject/process canonical Control-Time Event before deadline-caused queue pop; failure prevents pop/marker advancement; old deadlines do not repeatedly pop.
  • Phase 16F: Structured non-canonical Control Scheduling Obligations are exposed on the gate decision contract; next_send_ts_ns_local remains a compatibility mirror / scalar fallback.
  • Phase 16H: Runtime maintains a single pending Control Scheduling Obligation (or None) and collapses multiple obligations deterministically; realization injects one canonical Control-Time Event; success consumes pending before transitional pop; failure preserves pending and prevents pop.
  • Still deferred in this track: Core reducer remains minimal/no-op for Control-Time Events; queue pop remains Runtime-owned; strict clear-on-every-canonical-pass remains deferred when no gate decision is produced; full Core-owned Queue Processing remains deferred.

Explicit deferred capabilities

  • Runtime canonical FillEvent ingress
  • ExecutionFeedbackRecordSource
  • full canonical post-submission lifecycle
  • ProcessingContext
  • replay/storage / Event Stream persistence