Story: Port domain concept notes to knowledge documents
Table of Contents
This page documents a story in Sprint 18. It captures the goal, current status, acceptance criteria, and the tasks that compose it.
Goal
Convert nine personal domain notes from /home/marco/Development/Notebooks/summaries/ into v2 knowledge documents under doc/knowledge/domain/. The notes cover FX volatility surfaces, compute infrastructure, P&L attribution, pricing configuration, rates and curves bootstrapping, reporting, risk reporting, time structures/tenors, and the trade blotter. They need to be split where appropriate, cross-linked, and updated to use ORE Studio terminology (e.g. "compute engine" rather than "grid", ORE Studio's report/batch concepts rather than generic "job" language).
Status
| Field | Value |
|---|---|
| State | DONE |
| Parent sprint | Sprint 18 |
| Now | All 8 knowledge documents committed; PR open. |
| Waiting on | Nothing. |
| Next | Merge PR #844. |
| Last touched | 2026-05-25 |
Acceptance
- All nine source notes processed; none silently dropped.
reporting.org(already marked superseded) merged into therisk-reportingandpl-attributiondocuments — not ported as a standalone doc.- Each resulting knowledge document is a valid v2
.orgfile with correct frontmatter (#+type: knowledge, UUID,#+filetags:, etc.). - Documents placed under
doc/knowledge/domain/with one file per coherent concept; a note that covers two distinct concepts is split into two files with a cross-link between them. - Grid/job terminology updated to ORE Studio equivalents:
- "grid" → "compute engine"
- "Job Set Definition / Job Definition" → ORE Studio batch/run concepts (or explicitly noted as an unresolved mapping if no equivalent exists yet)
- "trade blotter" section cross-linked to the ORE Studio Qt UI concepts
(
TradeDetailDialog, instrument view) where applicable.
- Every new knowledge doc linked from
doc/knowledge/domain/knowledge.org(or the relevant index) so it is reachable from the graph.
Tasks
| Task | State | Start | End | Description |
|---|---|---|---|---|
| Task: Survey notes and create initial knowledge documents | DONE | 2026-05-25 | 2026-05-25 | Read all nine source notes, decide on document split, create v2 knowledge documents under doc/knowledge/domain/, align terminology with ORE Studio. |
Decisions
Out of scope
- Implementing any functionality described in the notes (this story is documentation only).
- Resolving every terminology gap — notes can flag unresolved mappings for a follow-up story.
- Porting notes that are not in the
summaries/directory.