Trade Entry Prototype

Table of Contents

1. Summary

The trade entry prototype was the first prototype of this work. It had a structure editor and a pricing screen. It was built before the entity screen specification and before the structures model was written. This page keeps its history. The prototype itself is retired.

Two things were wrong with it. It held its own idea of a structure: groups of components in a package or a strategy, kept in the browser. The real model is a structure with a kind, an optional template, and member trades that each have a role. It also captured instrument terms with its own forms, next to the forms of Book a trade.

2. Where its work went

It had It is now
Building a structure leg by leg Book a trade. The Structure card on the Trade tab makes the trade the first leg of a new structure, or a leg of an existing one. The address names the structure and the role.
Strategy and package mode The kind of the structure: Strategy, Typed, Dynamic or Package.
The strategy invariants The checks on the Members tab of the structure page.
Pricing a structure The Price tab of the structure page. It reads a market snapshot, says when it was read, and does not tick.
Adding and removing components Link a trade and Unlink on the structure page. Each asks for a reason and appears in the history.
Authorising a structure Not drawn. Authorisation is out of scope for these prototypes.

3. See also

Emacs 29.3 (Org mode 9.6.15)