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Proof: Open the next implementation turn focused on durable downstream outcome linkage and settled inventory attribution for executed quotes. Assumptions: I017 and I018 belong to one coherent proof topic for the active NEAR Intents BTC/EURe path. Still fake: Planning defines the next truth gap and validation target, but no downstream outcome or settlement attribution implementation exists yet.
40 lines
3.4 KiB
Markdown
40 lines
3.4 KiB
Markdown
# Backlog
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This file is the candidate pool for future work. It is not the active plan.
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Rules:
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- Add ideas here when they do not belong in the current turn.
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- Promotion from backlog to an active turn is a separate planning step.
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- `scripts/workflow/add_backlog.py` can append new items with stable IDs.
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## Implementation Candidates
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- [I001] Hybrid reference-price service using Kraken stream and CoinGecko poll or fallback for the active pair inputs.
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- [I002] PostgreSQL event store plus history writer for quotes, reference prices, decisions, commands, and execution results.
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- [I003] Strategy engine that consumes `norm.swap_demand` plus reference prices and emits auditable decisions.
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- [I004] Real Near Intents executor service using pre-funded internal inventory, with explicit arming and idempotent result reporting.
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- [I005] Import local EUR/BTC history on disk into research tables or files for replay and baseline checks.
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- [I006] Decision-to-command safety gate with explicit arm or disarm state, notional caps, and inventory freshness checks.
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- [I007] Inventory-aware execution rule: implement both directions, but only fire the side backed by credited internal source-asset inventory.
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- [I008] Inventory-sync service for NEAR Intents internal balances and pending funding state.
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- [I009] Liquidity-manager service for deposit addresses, funding actions, and treasury visibility.
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- [I012] Quotes and execution analytics workbench: live quote tape, quote count and volume windows, size-bucket distributions, oracle-deviation views, per-quote decision and execution trace, and matched-only filters.
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- [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.
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- [I015] (soon) Benchmark-aware strategy thresholds and inventory-skewed fees: compare live inventory against deposit-time hold and target BTC/EURe mix before quoting away preferred inventory. tags=strategy,inventory,pnl
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- [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
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## Research Candidates
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- [R001] Compare Kraken and CoinGecko drift and freshness for the assets needed to price the active pair.
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- [R002] Test whether the active pair's implied rate diverges from external reference prices enough to justify execution after a simple 2% gross threshold.
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- [R003] Measure whether stale quotes correlate with worse execution quality or higher reject rates.
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- [R004] Import and inspect the local historical EUR/BTC data to see how it can seed replay and backtests.
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- [R005] Measure how long treasury funding takes from external transfer to credited internal inventory.
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## Ops Candidates
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- [O001] PostgreSQL backup and retention plan for analytics and audit history.
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- [O002] Signing-secret and NEAR Intents account management for real execution credentials.
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## Bugs
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- [B001] The previous storage-only turn did not reach a tradeable loop and pulled the workflow toward scaffolding.
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- [B002] No reference price source exists, so the system cannot estimate edge.
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- [B003] Dummy reactor and dummy executor prevent a non-mocked trade path.
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- [B004] The prior plan assumed external hot wallets were on the trade hot path instead of pre-funded NEAR Intents inventory.
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