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unrip/BACKLOG.md
philipp 0902cb2c93 Open implementation turn: Quote lifecycle investigator 
Proof: Establish the approved quote lifecycle investigator turn so missed and pending quotes can be followed from durable dashboard evidence.

Assumptions: The selected I012 traceability scope is the approved next slice, while broader quote analytics remain future backlog work.

Still fake: This is a planning commit only; the dashboard investigator, durable lookup endpoint, tests, deployment, and live evidence are not implemented yet.
2026-06-12 19:03:13 +02:00

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Backlog

This file is the candidate pool for future work. It is not the active plan.

Rules:

  • Add ideas here when they do not belong in the current turn.
  • Promotion from backlog to an active turn is a separate planning step.
  • scripts/workflow/add_backlog.py can append new items with stable IDs.

Implementation Candidates

  • [I001] Hybrid reference-price service using Kraken stream and CoinGecko poll or fallback for the active pair inputs.

  • [I002] PostgreSQL event store plus history writer for quotes, reference prices, decisions, commands, and execution results.

  • [I003] Strategy engine that consumes norm.swap_demand plus reference prices and emits auditable decisions.

  • [I004] Real Near Intents executor service using pre-funded internal inventory, with explicit arming and idempotent result reporting.

  • [I005] Import local EUR/BTC history on disk into research tables or files for replay and baseline checks.

  • [I006] Decision-to-command safety gate with explicit arm or disarm state, notional caps, and inventory freshness checks.

  • [I007] Inventory-aware execution rule: implement both directions, but only fire the side backed by credited internal source-asset inventory.

  • [I008] Inventory-sync service for NEAR Intents internal balances and pending funding state.

  • [I009] Liquidity-manager service for deposit addresses, funding actions, and treasury visibility.

  • [I013] Benchmark and PnL analytics: compare trade PnL versus mark-to-market, all-BTC hold, all-EURe hold, passive 50/50 hold, and hindsight trade quality against later benchmarks.

  • [I016] (soon) Treasury cashflow and fee ledger: durably record deposits, withdrawals, bridge or network costs, and other non-trade cashflows so dashboard profit can move from mark-to-market to true net PnL. tags=pnl,fees,treasury

  • [I017] (soon) Remaining quote analytics workbench beyond lifecycle investigation: quote count and volume windows, size-bucket distributions, oracle-deviation views, matched-only filters, and broader execution analytics. tags=analytics,dashboard,quotes

Research Candidates

  • [R001] Compare Kraken and CoinGecko drift and freshness for the assets needed to price the active pair.
  • [R002] Test whether the active pair's implied rate diverges from external reference prices enough to justify execution after a simple 2% gross threshold.
  • [R003] Measure whether stale quotes correlate with worse execution quality or higher reject rates.
  • [R004] Import and inspect the local historical EUR/BTC data to see how it can seed replay and backtests.
  • [R005] Measure how long treasury funding takes from external transfer to credited internal inventory.

Ops Candidates

  • [O001] PostgreSQL backup and retention plan for analytics and audit history.
  • [O002] Signing-secret and NEAR Intents account management for real execution credentials.

Bugs

  • [B001] The previous storage-only turn did not reach a tradeable loop and pulled the workflow toward scaffolding.
  • [B002] No reference price source exists, so the system cannot estimate edge.
  • [B003] Dummy reactor and dummy executor prevent a non-mocked trade path.
  • [B004] The prior plan assumed external hot wallets were on the trade hot path instead of pre-funded NEAR Intents inventory.