Plans

Table of Contents

These are pre-sprint design documents written during or before implementation. They are kept for historical context — to understand why a decision was made or what was considered. They are not maintained after the work is done. Active work lives in the agile process as stories and tasks, not here.

Plans

Date Plan Status
2026-02-02 Enum Table Tenancy Consolidation  
2026-02-07 Party & Counterparty SQL Support Design DONE
2026-02-08 GLEIF Dataset Librarian Integration Design  
2026-02-09 Party-Level Isolation and Tenant Types Design DONE
2026-02-11 Librarian Party & Counterparty Publication Design  
2026-02-14 Generation Context Design DONE
2026-02-15 IAM Generators and Test Migration DONE
2026-02-16 Trade Envelope and FSM Design  
2026-02-22 CLI Domain Sub-menus Design DONE
2026-02-22 Currency Taxonomy Enhancement: Asset Class and Market Tier DONE
2026-02-27 ORE Import Wizard Design DONE
2026-03-01 Reporting Component Design  
2026-03-03 Party Codename and Queue Isolation Design  
2026-03-05 JWT Migration to ores.security + RS256 DONE
2026-03-13 NATS Migration: Binary Protocol to NATS/JetStream DONE
2026-03-14 NATS Idiomatic Architecture: Drop Binary Protocol, Adopt MessagePack + JetStream DONE
2026-03-16 NATS Monitor Design  
2026-03-16 NATS Multi-Tenancy and Multi-Party Design DONE
2026-03-20 Compute Grid Design DONE
2026-03-20 Compute Wrapper Design DONE
2026-03-20 JWT Token Refresh: Configurable Lifetimes, Proactive Renewal DONE
2026-03-20 System Settings Unification: Replace Feature Flags with Typed System Settings DONE
2026-03-21 Compute Grid End-to-End Improvements DONE
2026-03-21 Compute Grid Telemetry Design DONE
2026-03-22 Service Architecture Migration DONE
2026-03-22 Secure Provenance Stamping DONE
2026-03-23 Move Synthetic Generators to API Layer DONE
2026-03-26 CDM-Inspired Instrument Domain Model  
2026-03-26 Compute Console UI Refactor  
2026-03-27 Compute Console Rework  
2026-03-27 Service-to-Service Authentication Design DRAFT
2026-03-28 Database-Driven Badge System Design  
2026-03-28 CDM-Inspired Instrument Domain Model — Phase 2  
2026-03-28 Service Account RBAC Design  
2026-03-29 ORE Instrument Mappers — Phase 9  
2026-03-30 Service-to-Service JWT Delegation DRAFT
2026-03-31 Instrument-Trade Model Refactor and ORE Portfolio Export  
2026-03-31 ORE Market Data Domain Model  
2026-03-31 ORE Market Data File Types — Phase 1  
2026-03-31 ORE Trading Instrument Support — Complete Implementation  
2026-04-01 Asset Class Unification  
2026-04-01 Unified Trade + Instrument Detail Dialog DONE
2026-04-03 Server-Side ORE Import IN PROGRESS
2026-04-05 Report Definition to Instance Pipeline DONE
2026-04-05 Report Execution Pipeline DRAFT
2026-04-05 Workflow Engine Generalisation IN PROGRESS
2026-04-06 Report Execution Workflow — Implementation Plan IN PROGRESS
2026-04-07 Data-Driven TradeDetailDialog Refactor DONE
2026-04-08 Qt QPluginLoader Architecture Migration  
2026-04-08 Unified Service Hosting IN PROGRESS
2026-04-08 UTC-Everywhere Timestamp Enforcement  
2026-04-09 Instrument Tables Redesign — Standalone Asset-Class Tables  
2026-04-10 Scheduler Real-Time UI DONE
2026-04-10 Workflow Monitor — Design & Implementation Plan  
2026-04-21 FX Forward ORE Import End-to-End Wiring  
2026-04-21 ORE Import: Conventions Persistence & Full Import Pipeline IN PROGRESS
2026-04-22 Equity Per-Type Instrument Migration DONE
2026-05-05 ORE Import / Export Code Cleanup DONE
2026-05-05 ORE Domain Roundtrip Check DONE
2026-05-12 Strict Service Table Isolation DONE
2026-05-13 Cross-Service Write Decoupling DONE
2026-05-13 PostgreSQL Identifier Length Cleanup DONE
2026-05-13 Symbol Visibility Migration DONE
2026-05-14 Codegen SQL Debt — Hand-Written Files with Existing Models DONE
2026-05-14 DQ Publish Pattern — Architecture and Decision DONE
2026-05-14 Workflow Engine Hardening DONE
2026-05-15 Login Dialog Label Filter DONE
2026-05-15 ORE Import Error Reporting and Step Warning State DONE
2026-05-15 Qt Plugin Isolation: Cross-Plugin Symbol Dependencies DONE
2026-05-16 Controller Startup and Shutdown Latency Fix DONE
2026-05-16 Data Import Session and Workflow Partial-Success MINED
2026-05-17 MSVC C1202 — Decompose trade into Sub-Structs DONE
2026-05-17 Shared audit_record and Codegen Composite-Type Support DONE
2026-05-17 Tenant and System Bootstrap Reset DONE
2026-05-17 Virtual Portfolio Design DONE
2026-05-17 Workspace — Isolated Data Context Design MINED
2026-05-18 Codegen IAM Permissions and Roles Population DONE
2026-05-18 Menu Structure Analysis and Simplification DONE
2026-05-19 Qt Trading Codegen Drift Remediation DONE
2026-05-19 UML Model Refresh DONE
2026-05-19 Workspace ID Codegen Propagation DONE
2026-05-20 Refdata C++ Codegen: Activate Domain/Generator/Repository DONE
2026-05-20 Refdata Party Domain: tenant_id Strong-Type Migration DONE
2026-05-21 Tagged v1/v2 Coexistence — Merge doc/v2/ and Add Version Markers DONE
2026-05-21 Entity Creator Skills Overhaul DONE
2026-05-21 Entity Creator Skills: v1 → v2 Migration DONE
2026-05-21 Promote Workspace to Full Standard Entity MINED

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