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  • reporting.org (already marked superseded) merged into the risk-reporting and pl-attribution documents — not ported as a standalone doc.
  • Each resulting knowledge document is a valid v2 .org file 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.

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