Product backlog — deferred
Table of Contents
The deferred bucket of the product backlog. Captures here are captures — ideas worth keeping but not yet attached to any near-term version. Things may live here for a long time.
The table below is regenerated by
projects/ores.codegen/scripts/regenerate_backlog_indexes.py — do not
edit the rows by hand. To add a capture, run
generate_doc.sh --type capture --parent-dir doc/agile/product_backlog/deferred
and re-run the script.
Captures
| Capture | Tags | Description |
|---|---|---|
| Add a documentation section explaining that ORE Studio is an… | Add a documentation section explaining that ORE Studio is an LLM-first system and describing the combination of MASD, Zettelkasten, and Cybernetics that underpins its information architecture. | |
| Add chat support | code |
Add chat support |
| Add claude continuous learning skill | code |
Add claude continuous learning skill |
| Add discord support to app | infra |
Add discord support to app |
| Add more account commands | code |
Add more account commands |
| Add OTLP exporter for OpenTelemetry collector | code |
Add OTLP exporter for OpenTelemetry collector |
| Add serialisation tests for analytics domain types | code testing analytics |
No tests exist for analytics domain types (pricing engine type, pricing model config, etc.). Add basic round-trip serialisation tests for each. |
| Add skill to review product backlog | infra |
Add skill to review product backlog |
| Add skill to update vcpkg | infra |
Add skill to update vcpkg |
| Add support for FIX | code |
Add support for FIX |
| Add support for PDF generation | code |
Add support for PDF generation |
| Add support for protocol debugging in Qt | code |
Add support for protocol debugging in Qt |
| Add two knowledge pages: one for CMake (what it is, how ORE … | Add two knowledge pages: one for CMake (what it is, how ORE Studio uses it, link to build pages) and one for vcpkg (what it is, how it is used, link to submodule update recipes). | |
| api and core are not namespaces — fix naming | code architecture housekeeping |
Project component names like ores.qt.api and ores.compute.core use api/core as if they were namespaces, but they are not. Clarify the naming convention or rename accordingly. |
| C++ Complexity Measurements | code |
C++ Complexity Measurements |
| Configure postgres with async IO | code |
Configure postgres with async IO |
| Consider adding "global search" via typesense | code |
Consider adding "global search" via typesense |
| Consider adding clang-tidy build | infra |
Consider adding clang-tidy build |
| Consider adding otel support | code |
Consider adding otel support |
| Consider adding sanitizer build | infra |
Consider adding sanitizer build |
| Consider adding support for A/B testing | code |
Consider adding support for A/B testing |
| Consider adding test times build | infra |
Consider adding test times build |
| Consider adding the update copyrights action from quantlib | infra |
Consider adding the update copyrights action from quantlib |
| Consider integrating whatsapp-mcp | code |
Consider integrating whatsapp-mcp |
| Consider saving screenshots of bugs directly into the task d… | Consider saving screenshots of bugs directly into the task directory and linking them from the task doc, so visual evidence is preserved alongside the work record. | |
| Consider using getML to integrate ML | code |
Consider using getML to integrate ML |
| Consider using sqls for LSP | code |
Consider using sqls for LSP |
| Convert CODE_OF_CONDUCT.md and CONTRIBUTING.md from Markdown… | Convert CODE_OF_CONDUCT.md and CONTRIBUTING.md from Markdown to org-mode, and link them from the contributing entry point in the docs. | |
| Create python script to split xsdcpp output | code |
Create python script to split xsdcpp output |
| Design and implement instrument/trade integration | code trades design |
Instruments and trades are not yet integrated. Design the linkage (instrument attached to trade, shared fields strategy) and implement end-to-end. |
| Design per-service RBAC role assignment | security design iam |
Services currently accept any valid JWT regardless of role. Design and implement per-service role assignment so a service only accepts JWTs that carry the appropriate role. |
| Docker setup | code |
Docker setup |
| Explore using the Emacs chart library to provide lightweight… | Explore using the Emacs chart library to provide lightweight plots of ORE Studio data (e.g. session activity, trade counts) directly inside the Emacs dashboard. | |
| Implement missing equity instrument types | code trades equity |
Not yet implemented: Equity_Margin_Trade_TRS_on_EquityIndexFuture, Equity_OutperformanceOption, Equity_Swap_Indexed_Funding_Leg (complex indexed leg). |
| Implement missing FX instrument types | code trades fx |
Not yet implemented: FX_Swap, FX_KIKO_Barrier_Option, Exotic_FxGenericBarrierOption, FX_WorstOfBasketSwap, Exotic_FXWorstOfBasketSwap. |
| Investigate Agent-Native Architecture Audit | code |
Investigate Agent-Native Architecture Audit |
| Investigate claude-code-hook-templates | code |
Investigate claude-code-hook-templates |
| Investigate git UIs for history display | infra |
Investigate git UIs for history display |
| Investigate GoldenCheetah for ideas on graph displays | code |
Investigate GoldenCheetah for ideas on graph displays |
| Investigate the graphs used in dirstat | code |
Investigate the graphs used in dirstat |
| Investigate the toolbar icon style in serial studio | code |
Investigate the toolbar icon style in serial studio |
| Investigate time series forecasting with LLMs | code |
Investigate time series forecasting with LLMs |
| Investigate virtual portfolio arbitrary hierarchy construction | refdata |
Investigate virtual portfolio arbitrary hierarchy construction |
| Investigate whether org-publish can detect unchanged files a… | Investigate whether org-publish can detect unchanged files and skip re-exporting them, to speed up site rebuilds which currently re-process the entire doc graph on every run. | |
| LLM Integration | code |
LLM Integration |
| Long-horizon: extend the Emacs dashboard with HTTP-backed en… | Long-horizon: extend the Emacs dashboard with HTTP-backed entity views (list users, trades, etc.) served via the ORE Studio HTTP API, similar to Emacs proced. Requires clear separation of local/remote/CLI modes. | |
| Read up on ECS | analysis |
Read up on ECS |
| Rename the Knowledge Graph menu item to Knowledge, remove th… | Rename the Knowledge Graph menu item to Knowledge, remove the graph viewer from the nav, and add a section within the Knowledge page explaining the org-roam graph and how to use it. | |
| Rename the modeling/ directory to docs/ in all components. T… | Rename the modeling/ directory to docs/ in all components. The name 'modeling' misleads contributors into thinking it is UML-only. | |
| Replace optional JWT verifier with explicit modes | code security api |
The JWT verifier is currently optional<jwt_authenticator>. Replace with an enum mode (allow_all / strict) for clarity and safety. |
| Replace parent entity combo box with server-side searchable widget | code |
Replace parent entity combo box with server-side searchable widget |
| Review pricing engine type tenant vs party design | code design analytics |
PricingEngineType has a tenant but no party. Review whether a party FK is needed and whether defaulting tenant to system() is correct or if a well-known invalid tenant should be required. |
| Review skills in claude code templates | code |
Review skills in claude code templates |
| Run bootstrap wizards from ores.cli and ores.shell | cli infrastructure |
System, tenant, and party provisioning wizards should be runnable from ores.cli or ores.shell so an operator can bootstrap without the Qt UI. |
| Setup code quality actions | infra |
Setup code quality actions |
| Simplify verbose handler log names | code logging codegen |
Handler log names like pricing_engine_type_handler_lg() should just be lg(). Affects all generated handler templates. |
| Support expiry date shorthand with calendar integration | trades ux calendars |
Allow expiry date entry as a shorthand (e.g. 9Y). Requires calendar support — either from QuantLib or another library. Backlog until calendar infrastructure is in place. |
| Support multiple ORE "toolchains" | code |
Support multiple ORE "toolchains" |
| Update all UML/PlantUML component diagrams | documentation architecture |
Component diagrams are out of date. Update all PlantUML diagrams in modeling/ folders to reflect the current architecture. |
| User-voice experience over the product backlog | ux backlog wt git product |
UserVoice-style portal where users browse, file, vote on and track feature requests — backed by the org-mode product backlog itself, with a service account raising capture PRs, votes as org properties, postgres-served documents, and in-UI triage that merges the capture PR. |
| Windows WiX installer: break through the v3 size and file-count limits | analysis |
Windows WiX installer: break through the v3 size and file-count limits |