Task: Flip equity onto its rows
Table of Contents
This page documents a task in the Let the plan state domain rows, not a bag story. It captures the goal, current status, acceptance, and any notes or results.
1. Goal
An equity trade states its rows in the plan, and the writer translates nothing for the family.
2. Status
| Field | Value |
|---|---|
| State | DONE |
| Parent story | Let the plan state domain rows, not a bag |
| Now | Nothing. |
| Waiting on | Nothing. |
| Next | Nothing. |
| Last touched | 2026-10-30 |
3. Acceptance
- The planner builds the header row each type routes to, the worst-of basket's constituents and periods, and the accumulator's range bounds.
- The writer's equity arm is gone and the batch is persisted with its audit columns stamped, including the children's flat columns.
- A provisioning run books the same 17 equity headers, 2 constituents, 4 periods and 4 range bounds as before the flip.
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 |
|---|---|---|---|
| Equity header rows | 17 | sum of the nine equity instrument tables | worktree |
| Forward / option / asian | 1 / 2 / 1 | ores_trading_equity_*_instruments_tbl |
worktree |
| Barrier / digital / swap | 3 / 2 / 2 | the same tables | worktree |
| Variance / accumulator / position | 1 / 3 / 2 | the same tables | worktree |
| Basket constituents | 2 | ores_trading_equity_basket_constituents_tbl |
worktree |
| Swap periods | 4 | ores_trading_equity_swap_periods_tbl |
worktree |
| Range bounds | 4 | ores_trading_range_bounds_tbl |
worktree |
| Trade rows, latest version | 127 | select count(distinct id) from ores_trading_trades_tbl where valid_to = ... |
worktree |
| Planner suite | 1,896 assertions in 79 cases | publish/bin/ores.synthetic.core.tests |
worktree |
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 |
|---|---|
| #4093 | [synthetic] Let an equity trade state its rows |
9. Review
| Comment summary | File | Decision | Notes |
|---|---|---|---|
10. Result
The equity family states its rows. The planner builds the header row each of the seventeen codes routes to, the worst-of basket's constituents and periods, the position's option underlyings and the accumulator's range bounds, and the writer persists what the plan carries. The writer's equity arm is gone: it was the longest of the six, and it carried three stamping idioms of its own.
The population is unchanged: 17 headers across nine tables, 2 basket constituents, 4 swap periods, 4 range bounds and 127 trades, which is what a fresh tenant held before the flip.
One thing the flip made explicit that the bag had hidden: a worst-of basket swap's header row names no underlying. Its names are its constituents, so the test now reads the constituents when the header states none, instead of asserting that every header names a single name.
The plan's bag narrowed to two: bond, whose security still travels in it, and credit, which has not flipped.