Task: Close the equity model phase

Table of Contents

This page documents a task in the Rework the equity instruments to the instrument table rule story. It captures the goal, current status, acceptance, and any notes or results.

1. Goal

The design states the model phase is complete and names exactly what blocks the rest.

2. Status

Field Value
State DONE
Parent story Rework the equity instruments to the instrument table rule
Now Nothing.
Waiting on Nothing.
Next Nothing.
Last touched 2026-10-18

3. Acceptance

4. Plan

(Implementation strategy. Written when work starts; key decisions are distilled into the parent story's * Decisions at close, but the plan itself stays — it is the historical record of what we did.)

5. Measurements

Every number this task claims about a tree, with the command that produced it and the commit it was measured at. A number without both is not a measurement, because a clean-up record describes a tree and trunk moves under a branch: a consumer count, a gate's component count and a suite's size all change with no code changing, and the reader of a bare number cannot tell which tree it came from. Where the raw output matters, put it in an evidence/ file beside the task and name that file in the Command column.

What Value Command Commit
       

6. Notes

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
#3503 [agile] Close the equity model phase

9. Review

Comment summary File Decision Notes
       

10. Result

The design states that the model phase is complete. Fifteen equity entity models, twelve fact tables, the header and the basket child, and every additively-modelled product has its own table.

It also names what blocks the rest, with the evidence that made the difference between a claim and a finding. The three remaining splits and the routing re-point are mapper-coupled, and this was tested rather than assumed: the mapper writes the digital path's barrier columns at lines 578 to 580 and 668 to 669, writes basket_json at line 840 and reads it at 1229, and the routing enum it would have to follow is consumed by the trade component queries and the export service.

Verification is the documentation check: all 39 components pass.

Emacs 29.3 (Org mode 9.6.15)