Story: Refdata taxonomy work

Goal
Status
Acceptance
Tasks
Decisions
Out of scope
See also

This page documents a story in Sprint 13. It captures the goal, current status, acceptance criteria, and the tasks that compose it.

Goal

Three pieces of taxonomy hygiene: promote rounding type from a string to a proper refdata entity; split currency_type into asset_class + market_tier; rename asset-class values to avoid the trading-domain overload.

Status

Field	Value
State	DONE
Parent sprint	Sprint 13
Now	Completed 2026-02-24.
Waiting on	None.
Next	None.
Last touched	2026-02-24

Acceptance

rounding_type a first-class refdata entity end-to-end.
currency_type retired in favour of asset_class + market_tier (protocol 41.0).
Asset-class naming pass clearer.

Tasks

Task	State	Start	End	Description
Add rounding type entity	DONE	2026-05-20	2026-02-23	rounding_type domain entity end-to-end: JSON model, repository, protocol, service, Qt UI (model + MDI + detail + history); CurrencyDetailDialog replaces free-text with combo box (server-populated, tooltips); Data menu restructured (top-level Currencies/Countries; Auxiliary Data submenu); Rounding Types toolbar entry from CurrencyDetail; description SQL enriched with 2-dp examples.
Enhance currency taxonomy	DONE	2026-05-20	2026-02-24	Replace currency_type free-text with structured asset_class (fiat / crypto / commodity / synthetic / supranational) + market_tier (g10 / emerging / exotic / frontier / historical); two new refdata entities currency_asset_class + currency_market_tier (SQL + domain + repo + service + messaging + Qt + Wt + CLI); protocol 41.0 (breaking).
Rename currency asset classes	DONE	2026-05-20	2026-02-24	Avoid 'asset classes' for values that aren't usual asset classes; pick clearer naming.

Decisions

Promote free text to refdata: every promotion adds governance + history + audit.
Two dimensions, not one: asset_class + market_tier captures what currency_type was conflating.

Out of scope

Migration of historical free-text data to the new taxonomy.