Task: Model the shared reference configuration

Table of Contents

This page documents a task in the Complete the ORE report configuration story. It captures the goal, current status, acceptance, and any notes or results.

1. Goal

A run reaches the reference configuration it needs by foreign key, so reporting holds no copy of conventions, calendars, currencies, counterparties or netting sets.

2. Status

Field Value
State BACKLOG
Parent story Complete the ORE report configuration
Now Not yet started.
Waiting on Nothing.
Next Begin implementation.
Last touched 2026-09-27

3. Acceptance

  • Each reference set the taxonomy lists has a model and an owner, and the report definition references it by key.
  • No reference configuration is duplicated into reporting.
  • The run store imports and exports the currency configuration and calendar adjustments a run document names, as world data the import adds only when the tenant lacks it, so a package holds every file its run document names.

4. Plan

(Implementation strategy. Written when work starts; key decisions are distilled into the parent story's * Decisions at close, but the plan itself stays — it is the historical record of what we did.)

5. Measurements

Every number this task claims about a tree, with the command that produced it and the commit it was measured at. A number without both is not a measurement, because a clean-up record describes a tree and trunk moves under a branch: a consumer count, a gate's component count and a suite's size all change with no code changing, and the reader of a bare number cannot tell which tree it came from. Where the raw output matters, put it in an evidence/ file beside the task and name that file in the Command column.

What Value Command Commit
       

6. Notes

7. Test Scenarios

Manual QA scenarios (scaffolded via compass add test_scenario) that verify this task. Link new ones here as they're created; the scenario doc itself links back via its "Verifies task" field.

Scenario State Notes
     

8. PRs

PR Title
   

9. Review

Comment summary File Decision Notes
       

10. Result

Emacs 29.3 (Org mode 9.6.15)