Hardened accounting dashboard contracts and metrics

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Hardened accounting dashboard contracts and metrics

  • Day: 2026-06-30
  • Time: 12:10 to 12:20
  • Project: Accounting
  • Workspace: WP 2: Operational
  • Status: In Progress
  • Priority: HIGH
  • Assignee: Matías Nehuen Iglesias
  • Tags: Accounting, Dashboard, Semantic-Contracts, Metrics, Cashflow, Debt

Description

Session Goal

Align the accounting backend and balance dashboard around a safer upstream-first architecture, so executive metrics are derived from canonical semantic and cash/debt contracts rather than inferred from raw or legacy artifacts.

Key Activities

  • Reviewed multiple proposals for separating stock vs. flow in the patrimony/dashboard layer.
  • Defined a modular reporting architecture that distinguishes balance, operating result, funding/retiros, internal debt, cash/liquidity, operational detail, and data-quality/reconciliation layers.
  • Reframed the accounting pipeline as an architecture-review problem, emphasizing that metrics should only consume clean upstream contracts.
  • Outlined a prioritized audit path across ledger, Stage D, semantic marts, cash, debt, and contracts to identify the true source of each accounting fact.
  • Mapped legacy dashboard lines toward newer frontier metrics and identified missing metric families needed for a professional annual dashboard.
  • Proposed a five-PR roadmap to harden contracts, semantic classification, cash/debt stocks, annual metrics, and publish discipline.

Achievements

  • Clarified the conceptual separation between operation, funding, cash, debt, and equity-like flows.
  • Established an upstream-first decision principle: do not trust metrics until canonical semantic outputs are validated.
  • Produced a more professional dashboard taxonomy that should reduce ambiguity in reporting and reconciliation.
  • Identified concrete gaps in the annual metric set, including rent, OPEX categories, contribution splits, debt flows, deposits, and data-quality signals.

Pending Tasks

  • Review upstream files in the proposed priority order and validate canonical outputs.
  • Harden semantic contracts and manifest metadata so downstream metrics can rely on explicit roles and classifications.
  • Implement the five-PR roadmap for the accounting backend and balance dashboard.
  • Complete the legacy-to-frontier metric mapping and fill missing metric families.

Evidence

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  • event_ids: []

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