Story: ORE import wizard

Goal
Status
Acceptance
Tasks
Decisions
Out of scope
See also

This page documents a story in Sprint 14. It captures the goal, current status, acceptance criteria, and the tasks that compose it.

Goal

Deliver a comprehensive ORE Import Wizard that scans entire ORE directory structures and brings their portfolios + books + trades into ORE Studio.

Status

Field	Value
State	DONE
Parent sprint	Sprint 14
Now	Completed 2026-03-01.
Waiting on	None.
Next	None.
Last touched	2026-03-01

Continued from: Trade import mapping analysis (sprint 13) — the analysis from sprint 13 informed a larger directory-scanning wizard shape than the single-file dialog originally planned.

Continued in: Fix ORE import bugs (sprint 15) — real-data import surfaced the currency-type, status, and activity-type bugs cleaned up there.

Acceptance

Seven-page wizard live, accessible from File menu + Portfolio Explorer toolbar.
Directory scan + hierarchy build + trade import work end-to-end.
Re-import modes (add-only / new temporal version) supported.

Tasks

Task	State	Start	End	Description
Add ORE Import Wizard	DONE	2026-05-20	2026-03-01	Seven-page QWizard: directory scan, hierarchy build, trade import. ore_directory_scanner classifies files; ore_hierarchy_builder constructs portfolio + book hierarchies with naming + dedup; ore_import_planner generates the import plan; asynchronous scan; batched trade imports with live progress; accessible from File menu + Portfolio Explorer toolbar.

Decisions

Wizard, not a single-file dialog: the analysis from sprint 13 surfaced the directory-scan shape; the wizard fits that.
Asynchronous scan + batched import with progress: avoids blocking the UI on large directory trees.

Out of scope

FpML XML export (separate workstream).
Counterparty auto-resolution beyond name matching.