Task: Write the trade set knowledge documents
Table of Contents
This page documents a task in the Define the trade set model story. It captures the goal, current status, acceptance, and any notes or results.
1. Goal
Lay the domain knowledge of grouping trades on one foundation. A trade set is the primitive, a trade group is the set a run of a process creates, a structure is the set that is also a product, and a link is neither. Write that down once, with the taxonomy, so that batching, the processes and the reports are built on a stated model rather than an assumed one.
2. Status
| Field | Value |
|---|---|
| State | DONE |
| Parent story | Define the trade set model |
| Now | Nothing. |
| Waiting on | Nothing. |
| Next | Nothing. |
| Last touched | 2026-10-07 |
3. Acceptance
- The grouping vocabulary is stated once, in one place: trade set, trade group, structure and link.
- A taxonomy diagram shows how the groupings relate to each other and to the constructs above them.
- Each document names what it excludes, so batching, the processes and the reports keep their own homes.
4. Plan
Settle the shape with the owner before writing, then write in reading order: the primitive, the two rules that hang off it, the set an operation creates, and the hub that orders them. Redraw the taxonomy as a diagram beside the notes. Then sweep the pages that carried the old set/group vocabulary, so one model is stated in one place and nothing contradicts it.
5. Measurements
| What | Value | Command | Commit |
|---|---|---|---|
| Pages in the cluster | 5 | ls doc/knowledge/domain/trade_set*.org doc/knowledge/domain/trade_group*.org |
9875d2baf8 |
| Documents restated onto the vocabulary | 13 | git diff --name-only 9d12f82b8c..HEAD -- doc/knowledge |
9875d2baf8 |
6. Notes
The hub keeps the id of the page it replaces, so the thirty documents that linked the old vocabulary reach the new one unchanged.
The run's own page, its identity and its state machine, stays with the capture that owns it. This cluster states the foreign key and stops.
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 |
|---|---|
| #2787 | [doc] Define the trade set model |
9. Review
| Comment summary | File | Decision | Notes |
|---|---|---|---|
10. Result
The cluster is written and published.
- The hub, Trade sets and trade groups, carries the words, the test, the taxonomy, the reading order, and the boundary against the grid, the run, the processes and the links.
- Trade set gives the primitive and the contexts it arises from.
- Trade set membership separates derived membership from recorded membership.
- Nested trade sets states the exclusivity test that tells identity from annotation.
- Trade group gives the chain, the two role levels, the process catalogue and the run's properties.
trade_set_taxonomy.pumland its render hold the diagram.- Thirteen documents that carried the old vocabulary now state the target model, and the two captures and the trading story with them.