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Treasury Investors Portal — Project Memory

Core Philosophy

  • Understandability Reward: Every logic or UI change should increase the clarity of information. Opacity is a bug.
  • Drill Baby Drill (in a good way): Provide progressive disclosure from high-level UI to legal authority (CFR).
  • Community Contribution: This is a free, open-source gift to the Bogleheads.org community.

Technical Standards

  • Settlement Logic:
    • TipsLadderManager: Always uses T (publication date) for market consistency.
    • Yields: Uses T+1 business day for broker prices. Implementation fetches BondHolidaysSifma.csv from R2 and uses nextBusinessDay logic to skip weekends and official bond holidays.
  • Shared Math: yieldFromPrice (Actual/Actual) is centralized in shared/src/bond-math.js.
  • Infrastructure: Served via GitHub Pages from the monorepo root. E2E tests must account for the Yield column shift in the Build table (Amount is now column index 4).

Upcoming: Deep Drill Enhancements (Task List)

  • Nested Interactivity: Make variables inside popups (e.g., Index Ratio) clickable to trigger a secondary "Level 3" drill-down (e.g., the Ref CPI interpolation math).
  • Live Formula Inspector: Implement source-highlighting where hovering over a formula variable highlights the UI element or data date it originated from.
  • Visual Proofs: Add a "balance beam" SVG inside the Duration Matching popup to visually demonstrate how brackets anchor the gap years.
  • CFR Hyperlinks: Turn legal citations (like 31 CFR § 356) into direct deep-links to official gov/legal sites for "Level 4" authority.
  • Breadcrumb Navigation: Add a path indicator at the top of deep popups (e.g., Ladder > FY 2036 > Amount > LMI Pool) to maintain context during deep dives.
  • Grade-Level Toggle: Experiment with a "Complexity Toggle" (ELI5 vs. Quant) inside educational popups to reward users at all levels of expertise.