Walking skeleton
The first milestone from the design ledger (docs/design/INDEX.md): the walking
skeleton — ingest -> one signal -> exposure/intent -> sim-optimal broker ->
synthetic pip-equity signal-quality metric.
The streaming substrate (node contract, deterministic loop, firing policies +
k-way merge, record output, sink recording) shipped under the closed
"Producer/consumer/sink substrate" milestone (cycles 0001-0006). This milestone
closes the skeleton: it turns the substrate into a runnable backtest that
measures SIGNAL QUALITY. A strategy DAG emits an intent/exposure stream (one
bounded signed value per cycle, C10); a sim-optimal broker node integrates
exposure*return into a synthetic pip-equity stream (C10); that reduces to summary
metrics + a run manifest (C18); a real data-server source is wired at the
ingestion boundary (C3); and an aura run CLI bootstraps and runs a sample harness
end-to-end (C14/C17/C22).
C10 was reframed in cycle 0007: the strategy's primary, backtestable output is
the exposure stream (the DAG expresses one state per cycle, C8), and the
broker-independent position-event table is a decoupled, derived position-
management layer for realistic brokers / deploy — not the DAG output and not the
signal-quality measure.
Each item is one brainstorm -> planner -> implement cycle; the spec is written
per cycle by brainstorm. Ordering is judgement per session, not fixed by the
queue.
