Launch Checklist — RC-1

Public Landing

Route / mit Portfolio-first Hero

Advisor Wizard

/invest/advisor — Fragebogen ohne Ausführung

Portfolio Replace Guard active

assertPortfolioCanBeReplaced — active_invested blockiert

Portfolio Save

Speichern → /account/portfolio (RoboPortfolioProposal)

Portfolio Allocation Gate active

core-strategy-readiness.service — eligible/limited only in builder

Preset save explains active portfolio conflict

Structured error codes — ACTIVE_INVESTED, HAS_REAL_POSITIONS, REPLACE_CONFIRMATION

Performance Summary available

portfolio-performance.service — dataMode simulated

Strategy Playbooks available

lib/strategy-playbooks/playbooks.ts — 9 Playbooks

Portfolio Policy Engine available

portfolio-policy.service — simulation only

Risk Signal Engine available

risk-signal-engine.service — preview only

Action Recommendations preview-only

action-recommendation.service — executionAvailable false

Portfolio View

/account/portfolio — Pilotportfolio

Presets / Adjust

/invest + Portfolio-Adjust-Modus

Strategy Building Blocks

/dashboard/opportunities — Bausteine, keine Execution

Reports

/account/reports

Referrals

/referrals — manuelle Prüfung, keine Auto-Auszahlung

Mainnet disabled

Mainnet hard-blocked in app

Execution disabled (customer)

EXECUTION_MODE=disabled, Testnet drafts=false

Testnet hidden from customer nav

Test-Entwürfe / Beta-Anleitung nicht in CUSTOMER_NAV

No private keys / seed phrase

Trust-Copy auf Landing & Advisor

Quote sanitizer active

Quote preview — simulation only

No executable payloads

MVP — prepare only, user signs

Autonomous manager — no execution

Autopilot preview only — executionStatus disabled/simulation_only

Core playbooks have state machines

pb-stable-lending, pb-stable-lp, pb-cash-parking, pb-hedge-overlay

All state machines validate

validateStateMachineDefinition — no invalid defs

State machine previews executionAvailable=false

Sprint 19A — preview only

Core SM emergency + exit transitions

Emergency and exit flows required

Scenario stress library exists

Sprint 19B — lib/strategy-scenarios/scenarios.ts

Core playbooks pass scenario suite

simulateScenarioForPlaybook — expectations for core playbooks

Critical scenarios trigger reduce/exit/emergency

Depeg critical, protocol paused, hedge liquidation

Data outage blocks automation / fake-ready

data_quality critical — no ready transition

Scenario previews executionAvailable=false

All scenario action previews — no execution

Synthetic backtest series exist

Sprint 19C — lib/strategy-backtesting/synthetic-series.ts

Core playbooks pass normal backtest series

stable_normal_30d — no emergency

Backtest critical scenarios produce reduce/exit/emergency

Depeg failure & protocol pause replay

Backtest data outage blocks automation

data_outage_7d — defensive transitions

Backtest previews executionAvailable=false & noExecution

All backtest steps — preview only

Default automation policies exist for all risk profiles

Sprint 19D — lib/automation-policy/default-policies.ts

All automation policies noExecution=true

Policy engine — preview only

Transition evaluation respects policy (hedge blocked conservative)

Conservative blocks hedge adjustment

Backtest policy violations counted

policyViolations on backtest summary

Automation policy engine did not enable execution

No execution actions in allowedActions

Sustainability Gate active

Alle Playbooks haben Sustainability Assessment

Robo Portfolio excludes rejected strategies

Rejected tier — max allocation 0, nicht in Robo Builder

Manual-only strategies not auto-allocated

manual_review_only — 0 % automatische Allokation

Conservative preset core-only

Nur core-Tier im konservativen Preset

Strategy candidates classified

9 Akademie-Kandidaten mit Tier & Admission

Robo Portfolio uses only automation-eligible strategies

Robo Builder filtert nach eligibleForRoboPortfolio

Manual-step strategies excluded from automatic allocation

manual_steps_required nicht in Robo Portfolio

Exit rules required for automation eligibility

Playbooks ohne Exit nicht robo-eligible

Stop rules required for automation eligibility

Playbooks ohne Stop nicht robo-eligible

Hedge monitoring required if hedge needed

Hedge-/Leverage-Strategien mit Liquidations-Monitoring im Playbook

Monitoring specs exist for all playbooks

9 Playbooks mit Monitoring-Spec

Robo-eligible strategies require monitoring readiness

Robo-eligible nur bei ready/partial Monitoring Readiness

Hedge strategies require liquidation/margin/delta monitoring

Hedge-Kategorien mit Liquidation/Margin/Delta-Metriken

Vault strategies require NAV/drawdown/withdrawal queue

Perp Vault mit NAV/Share/Drawdown/Queue

No unavailable placeholder marked as live

Placeholder-Adapter als unavailable — nicht live-ready

P0 monitoring adapters available

4 P0 adapters (implemented/partial); 2 fully implemented

Stablecoin depeg monitor available

Depeg thresholds 0.2% / 0.8% — signal only

Wallet balance adapter available

Read-only Solana RPC or demo fallback

DefiLlama health known

DefiLlama adapter registered — partial/mock when LIVE_DATA off

Core strategy coverage not fake-ready

Core playbooks nicht fake-complete — P1 Adapter noch planned

Planned adapters not marked live

Planned P1/P2/P3 nie als live-ready

Stablecoin Depeg Monitor active

USDC/USDT/DAI — signal only, no swap

Stable Reserve Summary available

Wallet balance adapter registered — live or simulated

Stable Risk Signals generated

buildStableRiskSignals produces signals without execution

Critical depeg blocks stable strategy readiness

Critical threshold >0.8% — blocks automation when active

No automatic stablecoin swap/exit behavior

Stable monitoring is read-only by design — no swap/exit execution paths in service

Stable Lending adapter registry available

Aave/Morpho/Spark lending v1 adapters registered

Lending market status not fake-live

Partial adapters never marked live

Stable Lending remains partial unless liquidity/status data available

APY-only coverage capped at partial — readiness gate in service

Paused market blocks readiness

Paused/frozen markets emit critical lending signal

No lending execution enabled

Read-only lending monitoring — no deposit/withdraw/swap paths

Partial data not labelled live

partialMetric assessments must not allow live display

Simulated data not labelled real

simulatedMetric must not display as live

Planned adapters not counted implemented

Planned P1/P2 adapters flagged in truthfulness audit

APY-only lending not ready

APY-only coverage capped below ready

Stable LP adapter registry available

Uniswap/Aerodrome/Curve stable LP v1 adapters registered

Stable LP pools not fake-live

Partial adapters never marked live

Stable LP fee APR not used alone for readiness

Fee-APR-only coverage capped below ready

Stable LP remains partial unless reserves/liquidity/status available

TVL+modeled reserves — readiness gate in stable-lp-monitoring.service

Critical depeg blocks Stable LP readiness

Critical depeg emits stable_lp_depeg signal

No LP execution enabled

Read-only Stable LP monitoring — no deposit/withdraw/swap paths

Critical depeg blocks readiness

Stable critical depeg threshold enforced

No misleading execution/yield copy in monitoring services

Copy guard + data-quality forbidden phrases — manual UI review in RC smoke

DATABASE_URL / DB

PostgreSQL erreichbar

Prisma migrations applied

Manuell: 20260528111500_sprint16_referrals, 20260528114500_sprint16d_robo_portfolio, 20260528130300_sprint16e_account_identity, 20260528143000_sprint16h_portfolio_safety

AccountIdentity table

Nach migrate deploy prüfen (Prisma)

Referral tables

Migration sprint16_referrals

RoboPortfolioProposal table

Migration sprint16d_robo_portfolio

Referrals + DB

REFERRALS_ENABLED=true — AccountIdentity/Referral-Tabellen per Migration prüfen (manuell).

/admin/ops loads

Route vorhanden

Quote Provider Health

7 Adapter(s) im Snapshot

Identity Health

Persistent: 0, Demo: 1

Referral Health

Partners ohne Identity: 1

Error logs bounded

3456 Fehler (24h)

Degraded banners

AdminDegradedBanner statt Server-Crash

Customer nav order

Übersicht → Investieren → Portfolio → …

No Beta/Testnet in main nav

CUSTOMER_NAV bereinigt

Public landing consistent

Light-Fintech / public-landing.tsx

Simple mode readable

ViewMode simple — manuell auf Mobile prüfen

Nav route documented: /dashboard

Im Route Inventory

Nav route documented: /invest

Im Route Inventory

Nav route documented: /account/portfolio

Im Route Inventory

Nav route documented: /dashboard/opportunities

Im Route Inventory

Nav route documented: /account/reports

Im Route Inventory

Nav route documented: /referrals

Im Route Inventory

Nav route documented: /account/wallets

Im Route Inventory

Nav route documented: /account/billing

Im Route Inventory

Nav route documented: /account/usage

Im Route Inventory

Nav route documented: /account/settings

Im Route Inventory

Hidden route not in customer nav: /account/transaction-drafts

Nur in CUSTOMER_HIDDEN_ROUTES

Hidden route not in customer nav: /beta-guide

Nur in CUSTOMER_HIDDEN_ROUTES

Admin route not in customer nav: /admin

OK

Admin route not in customer nav: /admin/ops

OK

Admin route not in customer nav: /admin/launch-checklist

OK

Admin route not in customer nav: /admin/referrals

OK

Admin route not in customer nav: /admin/beta

OK

Admin route not in customer nav: /admin/feedback

OK

Admin route not in customer nav: /admin/reviews

OK

Admin route not in customer nav: /admin/reports

OK

Admin route not in customer nav: /admin/audit

OK

Admin route not in customer nav: /admin/system

OK

Legacy redirects documented

2 Legacy-Redirects im Inventory

Redirect implemented: /dashboard/portfolio

→ /account/portfolio

Redirect implemented: /account/watchlist

→ /account/portfolio

App landing CTA

Primär /invest/advisor, sekundär /invest

Advisor completion → portfolio

/account/portfolio

Portfolio route is primary advisor outcome

/account/portfolio im Inventory (critical)

Customer nav excludes testnet/beta guide

Keine Testnet-/Beta-Anleitung in CUSTOMER_NAV

Customer nav order (Investieren before Portfolio)

Investieren vor Portfolio

Customer copy guard

Keine verbotenen Phrasen