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+# Toronto Housing Price Dashboard
+## Portfolio Project — Data Specification & Architecture
+
+**Version**: 5.1
+**Last Updated**: January 2026
+**Status**: Specification Complete
+
+---
+
+## Document Context
+
+| Attribute | Value |
+|-----------|-------|
+| **Parent Document** | `portfolio_project_plan_v5.md` |
+| **Role** | Detailed specification for Toronto Housing Dashboard |
+| **Scope** | Data schemas, source URLs, geographic boundaries, V1/V2 decisions |
+
+**Rule**: For overall project scope, phasing, tech stack, and deployment architecture, see `portfolio_project_plan_v5.md`. This document provides implementation-level detail for the Toronto Housing project specifically.
+
+**Terminology Note**: This document uses **Stages 1–4** to describe Toronto Housing implementation steps. These are distinct from the **Phases 1–5** in `portfolio_project_plan_v5.md`, which describe the overall portfolio project lifecycle.
+
+---
+
+## Project Overview
+
+A dashboard analyzing housing price variations across Toronto neighbourhoods over time, with dual analysis tracks:
+
+| Track | Data Domain | Primary Source | Geographic Unit |
+|-------|-------------|----------------|-----------------|
+| **Purchases** | Sales transactions | TRREB Monthly Reports | ~35 Districts |
+| **Rentals** | Rental market stats | CMHC Rental Market Survey | ~20 Zones |
+
+**Core Visualization**: Interactive choropleth map of Toronto with toggle between rental/purchase analysis, time-series exploration by month/year.
+
+**Enrichment Layer** (V1: overlay only): Neighbourhood-level demographic and socioeconomic context including population density, education attainment, and income. Crime data deferred to Phase 4 of the portfolio project (post-Energy project).
+
+**Tech Stack & Deployment**: See `portfolio_project_plan_v5.md` → Tech Stack, Deployment Architecture
+
+---
+
+## Geographic Layers
+
+### Layer Architecture
+
+```
+┌─────────────────────────────────────────────────────────────────┐
+│ City of Toronto Official Neighbourhoods (158) │ ← Reference overlay + Enrichment data
+├─────────────────────────────────────────────────────────────────┤
+│ TRREB Districts (~35) — W01, C01, E01, etc. │ ← Purchase data
+├─────────────────────────────────────────────────────────────────┤
+│ CMHC Survey Zones (~20) — Census Tract aligned │ ← Rental data
+└─────────────────────────────────────────────────────────────────┘
+```
+
+### Boundary Files
+
+| Layer | Zones | Format | Source | Status |
+|-------|-------|--------|--------|--------|
+| **City Neighbourhoods** | 158 | GeoJSON, Shapefile | [GitHub - jasonicarter/toronto-geojson](https://github.com/jasonicarter/toronto-geojson) | ✅ Ready to use |
+| **TRREB Districts** | ~35 | PDF only | [TRREB Toronto Map PDF](https://webapp.proptx.ca/trrebdata/common/maps/Toronto.pdf) | ⚠ Requires manual digitization |
+| **CMHC Zones** | ~20 | R package | R `cmhc` package via `get_cmhc_geography()` | ✅ Available (see note) |
+
+### Digitization Task: TRREB Districts
+
+**Input**: TRREB Toronto PDF map
+**Output**: GeoJSON with district codes (W01-W10, C01-C15, E01-E11)
+**Tool**: QGIS
+
+**Process**:
+1. Import PDF as raster layer in QGIS
+2. Create vector layer with polygon features
+3. Trace district boundaries
+4. Add attributes: `district_code`, `district_name`, `area_type` (West/Central/East)
+5. Export as GeoJSON (WGS84 / EPSG:4326)
+
+### CMHC Zone Boundaries
+
+**Source**: The R `cmhc` package provides CMHC survey geography via the `get_cmhc_geography()` function.
+
+**Extraction Process**:
+```r
+# In R
+library(cmhc)
+library(sf)
+
+# Get Toronto CMA zones
+toronto_zones <- get_cmhc_geography(
+geography_type = "ZONE",
+cma = "Toronto"
+)
+
+# Export to GeoJSON for Python/PostGIS
+st_write(toronto_zones, "cmhc_zones.geojson", driver = "GeoJSON")
+```
+
+**Output**: `data/toronto/raw/geo/cmhc_zones.geojson`
+
+**Why R?**: CMHC zone boundaries are not published as standalone files. The `cmhc` R package is the only reliable programmatic source. One-time extraction, then use GeoJSON in Python stack.
+
+### ⚠ Neighbourhood Boundary Change (140 → 158)
+
+The City of Toronto updated from 140 to 158 social planning neighbourhoods in **April 2021**. This affects data alignment:
+
+| Data Source | Pre-2021 | Post-2021 | Handling |
+|-------------|----------|-----------|----------|
+| Census (2016 and earlier) | 140 neighbourhoods | N/A | Use 140-model files |
+| Census (2021+) | N/A | 158 neighbourhoods | Use 158-model files |
+
+**V1 Strategy**: Use 2021 Census on 158 boundaries only. Defer historical trend analysis to portfolio Phase 4.
+
+---
+
+## Data Source #1: TRREB Monthly Market Reports
+
+### Source Details
+
+| Attribute | Value |
+|-----------|-------|
+| **Provider** | Toronto Regional Real Estate Board |
+| **URL** | [TRREB Market Watch](https://trreb.ca/index.php/market-news/market-watch) |
+| **Format** | PDF (monthly reports) |
+| **Update Frequency** | Monthly |
+| **Historical Availability** | 2007–Present |
+| **Access** | Public (aggregate data in PDFs) |
+| **Extraction Method** | PDF parsing (`pdfplumber` or `camelot-py`) |
+
+### Available Tables
+
+#### Table: `trreb_monthly_summary`
+**Location in PDF**: Pages 3-4 (Summary by Area)
+
+| Column | Data Type | Description |
+|--------|-----------|-------------|
+| `report_date` | DATE | First of month (YYYY-MM-01) |
+| `area_code` | VARCHAR(3) | District code (W01, C01, E01, etc.) |
+| `area_name` | VARCHAR(100) | District name |
+| `area_type` | VARCHAR(10) | West / Central / East / North |
+| `sales` | INTEGER | Number of transactions |
+| `dollar_volume` | DECIMAL | Total sales volume ($) |
+| `avg_price` | DECIMAL | Average sale price ($) |
+| `median_price` | DECIMAL | Median sale price ($) |
+| `new_listings` | INTEGER | New listings count |
+| `active_listings` | INTEGER | Active listings at month end |
+| `avg_sp_lp` | DECIMAL | Avg sale price / list price ratio (%) |
+| `avg_dom` | INTEGER | Average days on market |
+
+### Dimensions
+
+| Dimension | Granularity | Values |
+|-----------|-------------|--------|
+| **Time** | Monthly | 2007-01 to present |
+| **Geography** | District | ~35 TRREB districts |
+| **Property Type** | Aggregate | All residential (no breakdown in summary) |
+
+### Metrics Available
+
+| Metric | Aggregation | Use Case |
+|--------|-------------|----------|
+| `avg_price` | Pre-calculated monthly avg | Primary price indicator |
+| `median_price` | Pre-calculated monthly median | Robust price indicator |
+| `sales` | Count | Market activity volume |
+| `avg_dom` | Average | Market velocity |
+| `avg_sp_lp` | Ratio | Buyer/seller market indicator |
+| `new_listings` | Count | Supply indicator |
+| `active_listings` | Snapshot | Inventory level |
+
+### ⚠ Limitations
+
+- No transaction-level data (aggregates only)
+- Property type breakdown requires parsing additional tables
+- PDF structure may vary slightly across years
+- District boundaries haven't changed since 2011
+
+---
+
+## Data Source #2: CMHC Rental Market Survey
+
+### Source Details
+
+| Attribute | Value |
+|-----------|-------|
+| **Provider** | Canada Mortgage and Housing Corporation |
+| **URL** | [CMHC Housing Market Information Portal](https://www03.cmhc-schl.gc.ca/hmip-pimh/) |
+| **Format** | CSV export, API |
+| **Update Frequency** | Annual (October survey) |
+| **Historical Availability** | 1990–Present |
+| **Access** | Public, free registration for bulk downloads |
+| **Geographic Levels** | CMA → Zone → Neighbourhood → Census Tract |
+
+### Available Tables
+
+#### Table: `cmhc_rental_summary`
+**Portal Path**: Toronto → Primary Rental Market → Summary Statistics
+
+| Column | Data Type | Description |
+|--------|-----------|-------------|
+| `survey_year` | INTEGER | Survey year (October) |
+| `zone_code` | VARCHAR(10) | CMHC zone identifier |
+| `zone_name` | VARCHAR(100) | Zone name |
+| `bedroom_type` | VARCHAR(20) | Bachelor / 1-Bed / 2-Bed / 3-Bed+ / Total |
+| `universe` | INTEGER | Total rental units in zone |
+| `vacancy_rate` | DECIMAL | Vacancy rate (%) |
+| `vacancy_rate_reliability` | VARCHAR(1) | Reliability code (a/b/c/d) |
+| `availability_rate` | DECIMAL | Availability rate (%) |
+| `average_rent` | DECIMAL | Average monthly rent ($) |
+| `average_rent_reliability` | VARCHAR(1) | Reliability code |
+| `median_rent` | DECIMAL | Median monthly rent ($) |
+| `rent_change_pct` | DECIMAL | YoY rent change (%) |
+| `turnover_rate` | DECIMAL | Unit turnover rate (%) |
+
+### Dimensions
+
+| Dimension | Granularity | Values |
+|-----------|-------------|--------|
+| **Time** | Annual | 1990 to present (October snapshot) |
+| **Geography** | Zone | ~20 CMHC zones in Toronto CMA |
+| **Bedroom Type** | Category | Bachelor, 1-Bed, 2-Bed, 3-Bed+, Total |
+| **Structure Type** | Category | Row, Apartment (available in detailed tables) |
+
+### Metrics Available
+
+| Metric | Aggregation | Use Case |
+|--------|-------------|----------|
+| `average_rent` | Pre-calculated avg | Primary rent indicator |
+| `median_rent` | Pre-calculated median | Robust rent indicator |
+| `vacancy_rate` | Percentage | Market tightness |
+| `availability_rate` | Percentage | Supply accessibility |
+| `turnover_rate` | Percentage | Tenant mobility |
+| `rent_change_pct` | YoY % | Rent growth tracking |
+| `universe` | Count | Market size |
+
+### Reliability Codes
+
+| Code | Meaning | Coefficient of Variation |
+|------|---------|-------------------------|
+| `a` | Excellent | CV ≤ 2.5% |
+| `b` | Good | 2.5% < CV ≤ 5% |
+| `c` | Fair | 5% < CV ≤ 10% |
+| `d` | Poor (use with caution) | CV > 10% |
+| `**` | Data suppressed | Sample too small |
+
+### ⚠ Limitations
+
+- Annual only (no monthly granularity)
+- October snapshot (point-in-time)
+- Zones are larger than TRREB districts
+- Purpose-built rental only (excludes condo rentals in base survey)
+
+---
+
+## Data Source #3: City of Toronto Open Data
+
+### Source Details
+
+| Attribute | Value |
+|-----------|-------|
+| **Provider** | City of Toronto |
+| **URL** | [Toronto Open Data Portal](https://open.toronto.ca/) |
+| **Format** | GeoJSON, Shapefile, CSV |
+| **Use Case** | Reference layer, demographic enrichment |
+
+### Relevant Datasets
+
+#### Dataset: `neighbourhoods`
+
+| Column | Data Type | Description |
+|--------|-----------|-------------|
+| `area_id` | INTEGER | Neighbourhood ID (1-158) |
+| `area_name` | VARCHAR(100) | Official neighbourhood name |
+| `geometry` | POLYGON | Boundary geometry |
+
+#### Dataset: `neighbourhood_profiles` (Census-linked)
+
+| Column | Data Type | Description |
+|--------|-----------|-------------|
+| `neighbourhood_id` | INTEGER | Links to neighbourhoods |
+| `population` | INTEGER | Total population |
+| `avg_household_income` | DECIMAL | Average household income |
+| `dwelling_count` | INTEGER | Total dwellings |
+| `owner_pct` | DECIMAL | % owner-occupied |
+| `renter_pct` | DECIMAL | % renter-occupied |
+
+### Enrichment Potential
+
+Can overlay demographic context on housing data:
+- Income brackets by neighbourhood
+- Ownership vs rental ratios
+- Population density
+- Dwelling type distribution
+
+---
+
+## Data Source #4: Enrichment Data (Density, Education)
+
+### Purpose
+
+Provide socioeconomic context to housing price analysis. Enables questions like:
+- Do neighbourhoods with higher education attainment have higher prices?
+- How does population density correlate with price per square foot?
+
+### Geographic Alignment Reality
+
+**Critical constraint**: Enrichment data is available at the **158-neighbourhood** level, while core housing data sits at **TRREB districts (~35)** and **CMHC zones (~20)**. These do not align cleanly.
+
+```
+158 Neighbourhoods (fine) → Enrichment data lives here
+(no clean crosswalk)
+~35 TRREB Districts (coarse) → Purchase data lives here
+~20 CMHC Zones (coarse) → Rental data lives here
+```
+
+### Available Enrichment Datasets
+
+#### Dataset: Neighbourhood Profiles (Census)
+
+| Attribute | Value |
+|-----------|-------|
+| **Provider** | City of Toronto (via Statistics Canada Census) |
+| **URL** | [Toronto Open Data - Neighbourhood Profiles](https://open.toronto.ca/dataset/neighbourhood-profiles/) |
+| **Format** | CSV, JSON, XML, XLSX |
+| **Update Frequency** | Every 5 years (Census cycle) |
+| **Available Years** | 2001, 2006, 2011, 2016, 2021 |
+| **Geographic Unit** | 158 neighbourhoods (140 pre-2021) |
+
+**Key Variables**:
+
+| Variable | Description | Use Case |
+|----------|-------------|----------|
+| `population` | Total population | Density calculation |
+| `land_area_sqkm` | Area in square kilometers | Density calculation |
+| `pop_density_per_sqkm` | Population per km | Density metric |
+| `pct_bachelors_or_higher` | % age 25-64 with bachelor's+ | Education proxy |
+| `median_household_income` | Median total household income | Income metric |
+| `avg_household_income` | Average total household income | Income metric |
+| `pct_owner_occupied` | % owner-occupied dwellings | Tenure split |
+| `pct_renter_occupied` | % renter-occupied dwellings | Tenure split |
+
+**Download URL (2021, 158 neighbourhoods)**:
+```
+https://ckan0.cf.opendata.inter.prod-toronto.ca/dataset/6e19a90f-971c-46b3-852c-0c48c436d1fc/resource/19d4a806-7385-4889-acf2-256f1e079060/download/nbhd_2021_census_profile_full_158model.xlsx
+```
+
+### Crime Data — Deferred to Portfolio Phase 4
+
+Crime data (TPS Neighbourhood Crime Rates) is **not included in V1 scope**. It will be added in portfolio Phase 4 after the Energy Pricing project is complete.
+
+**Rationale**:
+- Crime data is socially/politically sensitive and requires careful methodology documentation
+- V1 focuses on core housing metrics and policy events
+- Deferral reduces scope creep risk
+
+**Future Reference** (Portfolio Phase 4):
+- Source: [TPS Public Safety Data Portal](https://data.torontopolice.on.ca/)
+- Dataset: Neighbourhood Crime Rates (Major Crime Indicators)
+- Geographic Unit: 158 neighbourhoods
+
+### V1 Enrichment Data Summary
+
+| Measure | Source | Geography | Frequency | Format | Status |
+|---------|--------|-----------|-----------|--------|--------|
+| **Population Density** | Neighbourhood Profiles | 158 neighbourhoods | Census (5-year) | CSV/JSON | ✅ Ready |
+| **Education Attainment** | Neighbourhood Profiles | 158 neighbourhoods | Census (5-year) | CSV/JSON | ✅ Ready |
+| **Median Income** | Neighbourhood Profiles | 158 neighbourhoods | Census (5-year) | CSV/JSON | ✅ Ready |
+| **Crime Rates (MCI)** | TPS Data Portal | 158 neighbourhoods | Annual | GeoJSON/CSV | Deferred to Portfolio Phase 4 |
+
+---
+
+## Data Source #5: Policy Events
+
+### Purpose
+
+Provide temporal context for housing price movements. Display as annotation markers on time series charts. **No causation claims** — correlation/context only.
+
+### Event Schema
+
+#### Table: `dim_policy_event`
+
+| Column | Data Type | Description |
+|--------|-----------|-------------|
+| `event_id` | INTEGER (PK) | Auto-increment primary key |
+| `event_date` | DATE | Date event was announced/occurred |
+| `effective_date` | DATE | Date policy took effect (if different) |
+| `level` | VARCHAR(20) | `federal` / `provincial` / `municipal` |
+| `category` | VARCHAR(20) | `monetary` / `tax` / `regulatory` / `supply` / `economic` |
+| `title` | VARCHAR(200) | Short event title for display |
+| `description` | TEXT | Longer description for tooltip |
+| `expected_direction` | VARCHAR(10) | `bearish` / `bullish` / `neutral` |
+| `source_url` | VARCHAR(500) | Link to official announcement/documentation |
+| `confidence` | VARCHAR(10) | `high` / `medium` / `low` |
+| `created_at` | TIMESTAMP | Record creation timestamp |
+
+### Event Tiers
+
+| Tier | Level | Category Examples | Inclusion Criteria |
+|------|-------|-------------------|-------------------|
+| **1** | Federal | BoC rate decisions, OSFI stress tests | Always include; objective, documented |
+| **1** | Provincial | Fair Housing Plan, foreign buyer tax, rent control | Always include; legislative record |
+| **2** | Municipal | Zoning reforms, development charges | Include if material impact expected |
+| **2** | Economic | COVID measures, major employer closures | Include if Toronto-specific impact |
+| **3** | Market | Major project announcements | Strict criteria; must be verifiable |
+
+### Expected Direction Values
+
+| Value | Meaning | Example |
+|-------|---------|---------|
+| `bullish` | Expected to increase prices | Rate cut, supply restriction |
+| `bearish` | Expected to decrease prices | Rate hike, foreign buyer tax |
+| `neutral` | Uncertain or mixed impact | Regulatory clarification |
+
+### ⚠ Caveats
+
+- **No causation claims**: Events are context, not explanation
+- **Lag effects**: Policy impact may not be immediate
+- **Confounding factors**: Multiple simultaneous influences
+- **Display only**: No statistical analysis in V1
+
+### Sample Events (Tier 1)
+
+| Date | Level | Category | Title | Direction |
+|------|-------|----------|-------|-----------|
+| 2017-04-20 | provincial | tax | Ontario Fair Housing Plan | bearish |
+| 2018-01-01 | federal | regulatory | OSFI B-20 Stress Test | bearish |
+| 2020-03-27 | federal | monetary | BoC Emergency Rate Cut (0.25%) | bullish |
+| 2022-03-02 | federal | monetary | BoC Rate Hike Cycle Begins | bearish |
+| 2023-06-01 | federal | tax | Federal 2-Year Foreign Buyer Ban | bearish |
+
+---
+
+## Data Integration Strategy
+
+### Temporal Alignment
+
+| Source | Native Frequency | Alignment Strategy |
+|--------|------------------|---------------------|
+| TRREB | Monthly | Use as-is |
+| CMHC | Annual (October) | Spread to monthly OR display annual overlay |
+| Census/Enrichment | 5-year | Static snapshot; display as reference |
+| Policy Events | Event-based | Display as vertical markers on time axis |
+
+**Recommendation**: Keep separate time axes. TRREB monthly for purchases, CMHC annual for rentals. Don't force artificial monthly rental data.
+
+### Geographic Alignment
+
+```
+┌─────────────────────────────────────────────────────────────────┐
+│ VISUALIZATION APPROACH │
+├─────────────────────────────────────────────────────────────────┤
+│ │
+│ Purchase Mode Rental Mode │
+│ ───────────────── ────────────── │
+│ Map: TRREB Districts Map: CMHC Zones │
+│ Time: Monthly slider Time: Annual selector │
+│ Metrics: Price, Sales Metrics: Rent, Vacancy │
+│ │
+│ ┌───────────────────────────────────────────────────────┐ │
+│ │ City Neighbourhoods Overlay │ │
+│ │ (158 boundaries as reference layer) │ │
+│ │ + Enrichment data (density, education, income) │ │
+│ ──────────────────────────────────────────────────────────┘ │
+│ │
+────────────────────────────────────────────────────────────────────┘
+```
+
+### Enrichment Integration Strategy (Phased)
+
+#### V1: Reference Overlay (Current Scope)
+
+**Approach**: Display neighbourhood enrichment as a separate toggle-able layer. No joins to housing data.
+
+**UX**:
+- User hovers over TRREB district → tooltip shows "This district contains neighbourhoods: Annex, Casa Loma, Yorkville..."
+- User toggles "Show Enrichment" → choropleth switches to neighbourhood-level density/education/income
+- Enrichment and housing metrics displayed side-by-side, not merged
+
+**Pros**:
+- No imputation or dodgy aggregations
+- Honest about geographic mismatch
+- Ships faster
+
+**Cons**:
+- Can't do correlation analysis (price vs. enrichment) directly in dashboard
+
+**Implementation**:
+- `dim_neighbourhood` as standalone dimension (no FK to fact tables)
+- Spatial lookup on hover (point-in-polygon)
+
+#### V2/Portfolio Phase 4: Area-Weighted Aggregation (Future Scope)
+
+**Approach**: Pre-compute area-weighted averages of neighbourhood metrics for each TRREB district and CMHC zone.
+
+**Process**:
+1. Spatial join: intersect neighbourhood polygons with TRREB/CMHC polygons
+2. Compute overlap area for each neighbourhood-district pair
+3. Weight neighbourhood metrics by overlap area proportion
+4. User selects aggregation method in UI
+
+**Aggregation Methods to Expose**:
+
+| Method | Description | Best For |
+|--------|-------------|----------|
+| **Area-weighted mean** | Weight by % overlap area | Continuous metrics (density) |
+| **Population-weighted mean** | Weight by population in overlap | Per-capita metrics (education) |
+| **Majority assignment** | Assign neighbourhood to district with >50% overlap | Categorical data |
+| **Max overlap** | Assign to single district with largest overlap | 1:1 mapping needs |
+
+**Default**: Population-weighted (more defensible for per-capita metrics). Hide selector behind "Advanced" toggle.
+
+### V1 Future-Proofing (Do Now)
+
+| Action | Why |
+|--------|-----|
+| Store neighbourhood boundaries in same CRS as TRREB/CMHC (WGS84) | Avoids reprojection headaches |
+| Keep `dim_neighbourhood` normalized (not denormalized into district tables) | Clean separation for V2 join |
+| Document Census year for each metric | Ready for 2026 Census |
+| Include `census_year` column in dim_neighbourhood | Enables SCD tracking |
+
+### V1 Defer (Don't Do Yet)
+
+| Action | Why Not |
+|--------|---------|
+| Pre-compute area-weighted crosswalk | Don't need for V1 |
+| Build aggregation method selector UI | No backend to support it |
+| Crime data integration | Deferred to Portfolio Phase 4 |
+| Historical neighbourhood boundary reconciliation (140→158) | Use 2021+ data only for V1 |
+
+---
+
+## Proposed Data Model
+
+### Star Schema
+
+```
+┌──────────────────┐
+│ dim_time │
+├──────────────────┤
+│ date_key (PK) │
+│ year │
+│ month │
+│ quarter │
+│ month_name │
+───────────────────────┘
+│
+┌─────────────────────────────────────────────┐
+│ │ │
+│
+┌──────────────────┐ │ ┌──────────────────┐
+│ dim_trreb_district│ │ │ dim_cmhc_zone │
+├──────────────────┤ │ ├──────────────────┤
+│ district_key (PK)│ │ │ zone_key (PK) │
+│ district_code │ │ │ zone_code │
+│ district_name │ │ │ zone_name │
+│ area_type │ │ │ geometry │
+│ geometry │
+───────────────────────┘ │ │
+│ │ │
+│
+┌──────────────────┐ │ ┌──────────────────┐
+│ fact_purchases │ │ │ fact_rentals │
+├──────────────────┤ │ ├──────────────────┤
+│ date_key (FK) │ │ │ date_key (FK) │
+│ district_key (FK)│ │ │ zone_key (FK) │
+│ sales_count │ │ │ bedroom_type │
+│ avg_price │ │ │ avg_rent │
+│ median_price │ │ │ median_rent │
+│ new_listings │ │ │ vacancy_rate │
+│ active_listings │ │ │ universe │
+│ avg_dom │ │ │ turnover_rate │
+│ avg_sp_lp │ │ │ reliability_code │
+─────────────────────┘ │ ─────────────────────┘
+│
+
+┌───────────────────────────┐
+│ dim_neighbourhood │
+├───────────────────────────┤
+│ neighbourhood_id (PK) │
+│ name │
+│ geometry │
+│ population │
+│ land_area_sqkm │
+│ pop_density_per_sqkm │
+│ pct_bachelors_or_higher │
+│ median_household_income │
+│ pct_owner_occupied │
+│ pct_renter_occupied │
+│ census_year │ ← For SCD tracking
+──────────────────────────────┘
+
+┌───────────────────────────┐
+│ dim_policy_event │
+├───────────────────────────┤
+│ event_id (PK) │
+│ event_date │
+│ effective_date │
+│ level │ ← federal/provincial/municipal
+│ category │ ← monetary/tax/regulatory/supply/economic
+│ title │
+│ description │
+│ expected_direction │ ← bearish/bullish/neutral
+│ source_url │
+│ confidence │ ← high/medium/low
+│ created_at │
+──────────────────────────────┘
+
+┌───────────────────────────┐
+│ bridge_district_neighbourhood │ ← Portfolio Phase 4 ONLY
+├───────────────────────────┤
+│ district_key (FK) │
+│ neighbourhood_id (FK) │
+│ area_overlap_pct │
+│ population_overlap │ ← For pop-weighted agg
+──────────────────────────────┘
+```
+
+**Notes**:
+- `dim_neighbourhood` has no FK relationship to fact tables in V1
+- `dim_policy_event` is standalone (no FK to facts); used for time-series annotation
+- `bridge_district_neighbourhood` is Portfolio Phase 4 scope only
+- Similar bridge table needed for CMHC zones in Portfolio Phase 4
+
+---
+
+## File Structure
+
+> **Note**: Toronto Housing data logic lives in `portfolio_app/toronto/`. See `portfolio_project_plan_v5.md` for full project structure.
+
+### Data Directory Structure
+
+```
+data/
+└── toronto/
+    ├── raw/
+    │   ├── trreb/
+    │   │   └── market_watch_YYYY_MM.pdf
+    │   ├── cmhc/
+    │   │   └── rental_survey_YYYY.csv
+    │   ├── enrichment/
+    │   │   └── neighbourhood_profiles_2021.xlsx
+    │   └── geo/
+    │       ├── toronto_neighbourhoods.geojson
+    │       ├── trreb_districts.geojson        ← (to be created via QGIS)
+    │       └── cmhc_zones.geojson             ← (from R cmhc package)
+    │
+    ├── processed/                              ← gitignored
+    │   ├── fact_purchases.parquet
+    │   ├── fact_rentals.parquet
+    │   ├── dim_time.parquet
+    │   ├── dim_trreb_district.parquet
+    │   ├── dim_cmhc_zone.parquet
+    │   ├── dim_neighbourhood.parquet
+    │   └── dim_policy_event.parquet
+    │
+    └── reference/
+        ├── policy_events.csv                   ← Curated event list
+        └── neighbourhood_boundary_changelog.md ← 140→158 notes
+```
+
+### Code Module Structure
+
+```
+portfolio_app/toronto/
+├── __init__.py
+├── parsers/
+│   ├── __init__.py
+│   ├── trreb.py                    # PDF extraction
+│   └── cmhc.py                     # CSV processing
+├── loaders/
+│   ├── __init__.py
+│   └── database.py                 # DB operations
+├── schemas/                        # Pydantic models
+│   ├── __init__.py
+│   ├── trreb.py
+│   ├── cmhc.py
+│   ├── enrichment.py
+│   └── policy_event.py
+├── models/                         # SQLAlchemy ORM
+│   ├── __init__.py
+│   ├── base.py                     # DeclarativeBase, engine
+│   ├── dimensions.py               # dim_time, dim_trreb_district, dim_policy_event, etc.
+│   └── facts.py                    # fact_purchases, fact_rentals
+└── transforms/
+    └── __init__.py
+```
+
+### Notebooks
+
+```
+notebooks/
+├── 01_trreb_pdf_extraction.ipynb
+├── 02_cmhc_data_prep.ipynb
+├── 03_geo_layer_prep.ipynb
+├── 04_enrichment_data_prep.ipynb
+├── 05_policy_events_curation.ipynb
+└── 06_spatial_crosswalk.ipynb          ← Portfolio Phase 4 only
+```
+
+---
+
+## ✅ Implementation Checklist
+
+> **Note**: These are **Stages** within the Toronto Housing project (Portfolio Phase 1). They are distinct from the overall portfolio **Phases** defined in `portfolio_project_plan_v5.md`.
+
+### Stage 1: Data Acquisition
+- [ ] Download TRREB monthly PDFs (2020-present as MVP)
+- [ ] Register for CMHC portal and export Toronto rental data
+- [ ] Extract CMHC zone boundaries via R `cmhc` package
+- [ ] Download City of Toronto neighbourhood GeoJSON (158 boundaries)
+- [ ] Digitize TRREB district boundaries in QGIS
+- [ ] Download Neighbourhood Profiles (2021 Census, 158-model)
+
+### Stage 2: Data Processing
+- [ ] Build TRREB PDF parser (`portfolio_app/toronto/parsers/trreb.py`)
+- [ ] Build Pydantic schemas (`portfolio_app/toronto/schemas/`)
+- [ ] Build SQLAlchemy models (`portfolio_app/toronto/models/`)
+- [ ] Extract and validate TRREB monthly summaries
+- [ ] Clean and structure CMHC rental data
+- [ ] Process Neighbourhood Profiles into `dim_neighbourhood`
+- [ ] Curate and load policy events into `dim_policy_event`
+- [ ] Create dimension tables
+- [ ] Build fact tables
+- [ ] Validate all geospatial layers use same CRS (WGS84/EPSG:4326)
+
+### Stage 3: Visualization (V1)
+- [ ] Create dashboard page (`portfolio_app/pages/toronto/dashboard.py`)
+- [ ] Build choropleth figures (`portfolio_app/figures/choropleth.py`)
+- [ ] Build time series figures (`portfolio_app/figures/time_series.py`)
+- [ ] Design dashboard layout (purchase/rental toggle)
+- [ ] Implement choropleth map with layer switching
+- [ ] Add time slider/selector
+- [ ] Build neighbourhood overlay (toggle-able)
+- [ ] Add enrichment layer toggle (density/education/income choropleth)
+- [ ] Add policy event markers on time series
+- [ ] Add tooltips with cross-reference info ("This district contains...")
+- [ ] Add tooltips showing enrichment metrics on hover
+
+### Stage 4: Polish (V1)
+- [ ] Add data source citations
+- [ ] Document methodology (especially geographic limitations)
+- [ ] Write docs (`docs/methodology.md`, `docs/data_sources.md`)
+- [ ] Deploy to portfolio
+
+### Future Enhancements (Portfolio Phase 4 — Post-Energy Project)
+- [ ] Add crime data to dim_neighbourhood
+- [ ] Build spatial crosswalk (neighbourhood ↔ district/zone intersections)
+- [ ] Compute area-weighted and population-weighted aggregations
+- [ ] Add aggregation method selector to UI
+- [ ] Enable correlation analysis (price vs. enrichment metrics)
+- [ ] Add historical neighbourhood boundary support (140→158)
+
+**Deployment & dbt Architecture**: See `portfolio_project_plan_v5.md` for:
+- dbt layer structure and testing strategy
+- Deployment architecture
+- Data quality framework
+
+---
+
+## References & Links
+
+### Core Housing Data
+
+| Resource | URL |
+|----------|-----|
+| TRREB Market Watch | https://trreb.ca/index.php/market-news/market-watch |
+| CMHC Housing Portal | https://www03.cmhc-schl.gc.ca/hmip-pimh/ |
+
+### Geographic Boundaries
+
+| Resource | URL |
+|----------|-----|
+| Toronto Neighbourhoods GeoJSON | https://github.com/jasonicarter/toronto-geojson |
+| TRREB District Map (PDF) | https://webapp.proptx.ca/trrebdata/common/maps/Toronto.pdf |
+| Statistics Canada Census Tracts | https://www12.statcan.gc.ca/census-recensement/2021/geo/sip-pis/boundary-limites/index-eng.cfm |
+| R `cmhc` package (CRAN) | https://cran.r-project.org/package=cmhc |
+
+### Enrichment Data
+
+| Resource | URL |
+|----------|-----|
+| Toronto Open Data Portal | https://open.toronto.ca/ |
+| Neighbourhood Profiles (CKAN) | https://ckan0.cf.opendata.inter.prod-toronto.ca/dataset/neighbourhood-profiles |
+| Neighbourhood Profiles 2021 (Direct Download) | https://ckan0.cf.opendata.inter.prod-toronto.ca/dataset/6e19a90f-971c-46b3-852c-0c48c436d1fc/resource/19d4a806-7385-4889-acf2-256f1e079060/download/nbhd_2021_census_profile_full_158model.xlsx |
+
+### Policy Events Research
+
+| Resource | URL |
+|----------|-----|
+| Bank of Canada Interest Rates | https://www.bankofcanada.ca/rates/interest-rates/ |
+| OSFI (Stress Test Rules) | https://www.osfi-bsif.gc.ca/ |
+| Ontario Legislature (Bills) | https://www.ola.org/ |
+
+### Reference Documentation
+
+| Resource | URL |
+|----------|-----|
+| Statistics Canada 2021 Census Reference | https://www12.statcan.gc.ca/census-recensement/2021/ref/index-eng.cfm |
+| City of Toronto Neighbourhood Profiles Overview | https://www.toronto.ca/city-government/data-research-maps/neighbourhoods-communities/neighbourhood-profiles/ |
+
+---
+
+## Related Documents
+
+| Document | Relationship | Use For |
+|----------|--------------|---------|
+| `portfolio_project_plan_v5.md` | Parent document | Overall scope, phasing, tech stack, deployment, dbt architecture, data quality framework |
+
+---
+
+*Document Version: 5.1*
+*Updated: January 2026*
+*Project: Toronto Housing Price Dashboard — Portfolio Piece*
--- a/docs/wbs_sprint_plan_v4.md
+++ b/docs/wbs_sprint_plan_v4.md
@@ -0,0 +1,794 @@
+# Work Breakdown Structure & Sprint Plan
+
+**Project**: Toronto Housing Dashboard (Portfolio Phase 1)
+**Version**: 4.1
+**Date**: January 2026
+
+---
+
+## Document Context
+
+| Attribute | Value |
+|-----------|-------|
+| **Parent Documents** | `portfolio_project_plan_v5.md`, `toronto_housing_dashboard_spec_v5.md` |
+| **Content Source** | `bio_content_v2.md` |
+| **Role** | Executable sprint plan for Phase 1 delivery |
+
+---
+
+## Milestones
+
+| Milestone | Deliverable | Target Sprint |
+|-----------|-------------|---------------|
+| **Launch 1** | Bio Landing Page | Sprint 2 |
+| **Launch 2** | Toronto Housing Dashboard | Sprint 6 |
+
+---
+
+## WBS Structure
+
+```
+1.0 Launch 1: Bio Landing Page
+├── 1.1 Project Bootstrap
+├── 1.2 Infrastructure
+├── 1.3 Application Foundation
+├── 1.4 Bio Page
+└── 1.5 Deployment
+
+2.0 Launch 2: Toronto Housing Dashboard
+├── 2.1 Data Acquisition
+├── 2.2 Data Processing
+├── 2.3 Database Layer
+├── 2.4 dbt Transformation
+├── 2.5 Visualization
+├── 2.6 Documentation
+└── 2.7 Operations
+```
+
+---
+
+## Launch 1: Bio Landing Page
+
+### 1.1 Project Bootstrap
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 1.1.1 | Git repository initialization | — | Low | Low |
+| 1.1.2 | Create `.gitignore` | 1.1.1 | Low | Low |
+| 1.1.3 | Create `pyproject.toml` | 1.1.1 | Low | Low |
+| 1.1.4 | Create `.python-version` (3.11+) | 1.1.1 | Low | Low |
+| 1.1.5 | Create `.env.example` | 1.1.1 | Low | Low |
+| 1.1.6 | Create `README.md` (initial) | 1.1.1 | Low | Low |
+| 1.1.7 | Create `CLAUDE.md` | 1.1.1 | Low | Low |
+| 1.1.8 | Create `Makefile` with all targets | 1.1.3 | Low | Medium |
+
+### 1.2 Infrastructure
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 1.2.1 | Python env setup (pyenv, venv, deps) | 1.1.3, 1.1.4 | Low | Low |
+| 1.2.2 | Create `.pre-commit-config.yaml` | 1.2.1 | Low | Low |
+| 1.2.3 | Install pre-commit hooks | 1.2.2 | Low | Low |
+| 1.2.4 | Create `docker-compose.yml` (PostgreSQL + PostGIS) | 1.1.5 | Low | Low |
+| 1.2.5 | Create `scripts/` directory structure | 1.1.1 | Low | Low |
+| 1.2.6 | Create `scripts/docker/up.sh` | 1.2.5 | Low | Low |
+| 1.2.7 | Create `scripts/docker/down.sh` | 1.2.5 | Low | Low |
+| 1.2.8 | Create `scripts/docker/logs.sh` | 1.2.5 | Low | Low |
+| 1.2.9 | Create `scripts/docker/rebuild.sh` | 1.2.5 | Low | Low |
+| 1.2.10 | Create `scripts/db/init.sh` (PostGIS extension) | 1.2.5 | Low | Low |
+| 1.2.11 | Create `scripts/dev/setup.sh` | 1.2.5 | Low | Low |
+| 1.2.12 | Verify Docker + PostGIS working | 1.2.4, 1.2.10 | Low | Low |
+
+### 1.3 Application Foundation
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 1.3.1 | Create `portfolio_app/` directory structure (full tree) | 1.2.1 | Low | Low |
+| 1.3.2 | Create `portfolio_app/__init__.py` | 1.3.1 | Low | Low |
+| 1.3.3 | Create `portfolio_app/config.py` (Pydantic BaseSettings) | 1.3.1 | Low | Medium |
+| 1.3.4 | Create `portfolio_app/errors/__init__.py` | 1.3.1 | Low | Low |
+| 1.3.5 | Create `portfolio_app/errors/exceptions.py` | 1.3.4 | Low | Low |
+| 1.3.6 | Create `portfolio_app/errors/handlers.py` | 1.3.5 | Low | Medium |
+| 1.3.7 | Create `portfolio_app/app.py` (Dash + Pages routing) | 1.3.3 | Low | Medium |
+| 1.3.8 | Configure dash-mantine-components theme | 1.3.7 | Low | Low |
+| 1.3.9 | Create `portfolio_app/assets/` directory | 1.3.1 | Low | Low |
+| 1.3.10 | Create `portfolio_app/assets/styles.css` | 1.3.9 | Low | Medium |
+| 1.3.11 | Create `portfolio_app/assets/variables.css` | 1.3.9 | Low | Low |
+| 1.3.12 | Add `portfolio_app/assets/favicon.ico` | 1.3.9 | Low | Low |
+| 1.3.13 | Create `portfolio_app/assets/images/` directory | 1.3.9 | Low | Low |
+| 1.3.14 | Create `tests/` directory structure | 1.2.1 | Low | Low |
+| 1.3.15 | Create `tests/__init__.py` | 1.3.14 | Low | Low |
+| 1.3.16 | Create `tests/conftest.py` | 1.3.14 | Low | Medium |
+| 1.3.17 | Configure pytest in `pyproject.toml` | 1.1.3, 1.3.14 | Low | Low |
+
+### 1.4 Bio Page
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 1.4.1 | Create `portfolio_app/components/__init__.py` | 1.3.1 | Low | Low |
+| 1.4.2 | Create `portfolio_app/components/navbar.py` | 1.4.1, 1.3.8 | Low | Low |
+| 1.4.3 | Create `portfolio_app/components/footer.py` | 1.4.1, 1.3.8 | Low | Low |
+| 1.4.4 | Create `portfolio_app/components/cards.py` | 1.4.1, 1.3.8 | Low | Low |
+| 1.4.5 | Create `portfolio_app/pages/__init__.py` | 1.3.1 | Low | Low |
+| 1.4.6 | Create `portfolio_app/pages/home.py` (layout) | 1.4.5, 1.4.2, 1.4.3 | Low | Low |
+| 1.4.7 | Integrate bio content from `bio_content_v2.md` | 1.4.6 | Low | Low |
+| 1.4.8 | Replace social link placeholders with real URLs | 1.4.7 | Low | Low |
+| 1.4.9 | Implement project cards (deployed/in-dev logic) | 1.4.4, 1.4.6 | Low | Low |
+| 1.4.10 | Test bio page renders locally | 1.4.9 | Low | Low |
+
+### 1.5 Deployment
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 1.5.1 | Install PostgreSQL + PostGIS on VPS | — | Low | Low |
+| 1.5.2 | Configure firewall (ufw: SSH, HTTP, HTTPS) | 1.5.1 | Low | Low |
+| 1.5.3 | Create application database user | 1.5.1 | Low | Low |
+| 1.5.4 | Create Gunicorn systemd service file | 1.4.10 | Low | Low |
+| 1.5.5 | Configure Nginx reverse proxy | 1.5.4 | Low | Low |
+| 1.5.6 | Configure SSL (certbot) | 1.5.5 | Low | Low |
+| 1.5.7 | Create `scripts/deploy/deploy.sh` | 1.2.5 | Low | Low |
+| 1.5.8 | Create `scripts/deploy/health-check.sh` | 1.2.5 | Low | Low |
+| 1.5.9 | Deploy bio page | 1.5.6, 1.5.7 | Low | Low |
+| 1.5.10 | Verify HTTPS access | 1.5.9 | Low | Low |
+
+---
+
+## Launch 2: Toronto Housing Dashboard
+
+### 2.1 Data Acquisition
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.1.1 | Define TRREB year scope + download PDFs | — | Low | Low |
+| 2.1.2 | **HUMAN**: Digitize TRREB district boundaries (QGIS) | 2.1.1 | High | High |
+| 2.1.3 | Register for CMHC portal | — | Low | Low |
+| 2.1.4 | Export CMHC Toronto rental CSVs | 2.1.3 | Low | Low |
+| 2.1.5 | Extract CMHC zone boundaries (R cmhc package) | 2.1.3 | Low | Medium |
+| 2.1.6 | Download neighbourhoods GeoJSON (158 boundaries) | — | Low | Low |
+| 2.1.7 | Download Neighbourhood Profiles 2021 (xlsx) | — | Low | Low |
+| 2.1.8 | Validate CRS alignment (all geo files WGS84) | 2.1.2, 2.1.5, 2.1.6 | Low | Medium |
+| 2.1.9 | Research Tier 1 policy events (10—20 events) | — | Mid | Medium |
+| 2.1.10 | Create `data/toronto/reference/policy_events.csv` | 2.1.9 | Low | Low |
+| 2.1.11 | Create `data/` directory structure | 1.3.1 | Low | Low |
+| 2.1.12 | Organize raw files into `data/toronto/raw/` | 2.1.11 | Low | Low |
+| 2.1.13 | Test TRREB parser across year boundaries | 2.2.3 | Low | Medium |
+
+### 2.2 Data Processing
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.2.1 | Create `portfolio_app/toronto/__init__.py` | 1.3.1 | Low | Low |
+| 2.2.2 | Create `portfolio_app/toronto/parsers/__init__.py` | 2.2.1 | Low | Low |
+| 2.2.3 | Build TRREB PDF parser (`parsers/trreb.py`) | 2.2.2, 2.1.1 | Mid | High |
+| 2.2.4 | TRREB data cleaning/normalization | 2.2.3 | Low | Medium |
+| 2.2.5 | TRREB parser unit tests | 2.2.4 | Low | Low |
+| 2.2.6 | Build CMHC CSV processor (`parsers/cmhc.py`) | 2.2.2, 2.1.4 | Low | Low |
+| 2.2.7 | CMHC reliability code handling | 2.2.6 | Low | Low |
+| 2.2.8 | CMHC processor unit tests | 2.2.7 | Low | Low |
+| 2.2.9 | Build Neighbourhood Profiles parser | 2.2.1, 2.1.7 | Low | Low |
+| 2.2.10 | Policy events CSV loader | 2.2.1, 2.1.10 | Low | Low |
+
+### 2.3 Database Layer
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.3.1 | Create `portfolio_app/toronto/schemas/__init__.py` | 2.2.1 | Low | Low |
+| 2.3.2 | Create TRREB Pydantic schemas (`schemas/trreb.py`) | 2.3.1 | Low | Medium |
+| 2.3.3 | Create CMHC Pydantic schemas (`schemas/cmhc.py`) | 2.3.1 | Low | Medium |
+| 2.3.4 | Create enrichment Pydantic schemas (`schemas/enrichment.py`) | 2.3.1 | Low | Low |
+| 2.3.5 | Create policy event Pydantic schema (`schemas/policy_event.py`) | 2.3.1 | Low | Low |
+| 2.3.6 | Create `portfolio_app/toronto/models/__init__.py` | 2.2.1 | Low | Low |
+| 2.3.7 | Create SQLAlchemy base (`models/base.py`) | 2.3.6, 1.3.3 | Low | Medium |
+| 2.3.8 | Create dimension models (`models/dimensions.py`) | 2.3.7 | Low | Medium |
+| 2.3.9 | Create fact models (`models/facts.py`) | 2.3.8 | Low | Medium |
+| 2.3.10 | Create `portfolio_app/toronto/loaders/__init__.py` | 2.2.1 | Low | Low |
+| 2.3.11 | Create dimension loaders (`loaders/database.py`) | 2.3.10, 2.3.8 | Low | Medium |
+| 2.3.12 | Create fact loaders | 2.3.11, 2.3.9, 2.2.4, 2.2.7 | Mid | Medium |
+| 2.3.13 | Loader integration tests | 2.3.12 | Low | Medium |
+| 2.3.14 | Create SQL views for dashboard queries | 2.3.12 | Low | Medium |
+
+### 2.4 dbt Transformation
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.4.1 | Create `dbt/` directory structure | 1.3.1 | Low | Low |
+| 2.4.2 | Create `dbt/dbt_project.yml` | 2.4.1 | Low | Low |
+| 2.4.3 | Create `dbt/profiles.yml` | 2.4.1, 1.3.3 | Low | Low |
+| 2.4.4 | Create `scripts/dbt/run.sh` | 1.2.5 | Low | Low |
+| 2.4.5 | Create `scripts/dbt/test.sh` | 1.2.5 | Low | Low |
+| 2.4.6 | Create `scripts/dbt/docs.sh` | 1.2.5 | Low | Low |
+| 2.4.7 | Create `scripts/dbt/fresh.sh` | 1.2.5 | Low | Low |
+| 2.4.8 | Create staging models (`stg_trreb__monthly`, `stg_cmhc__rental`) | 2.4.3, 2.3.12 | Low | Medium |
+| 2.4.9 | Create intermediate models | 2.4.8 | Low | Medium |
+| 2.4.10 | Create mart models | 2.4.9 | Low | Medium |
+| 2.4.11 | Create dbt schema tests (unique, not_null, relationships) | 2.4.10 | Low | Medium |
+| 2.4.12 | Create custom dbt tests (anomaly detection) | 2.4.11 | Low | Medium |
+| 2.4.13 | Create dbt documentation (schema.yml) | 2.4.10 | Low | Low |
+
+### 2.5 Visualization
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.5.1 | Create `portfolio_app/figures/__init__.py` | 1.3.1 | Low | Low |
+| 2.5.2 | Build choropleth factory (`figures/choropleth.py`) | 2.5.1, 2.1.8 | Mid | Medium |
+| 2.5.3 | Build time series factory (`figures/time_series.py`) | 2.5.1 | Low | Medium |
+| 2.5.4 | Build YoY change chart factory (`figures/statistical.py`) | 2.5.1 | Low | Medium |
+| 2.5.5 | Build seasonality decomposition chart | 2.5.4 | Low | Medium |
+| 2.5.6 | Build district correlation matrix chart | 2.5.4 | Low | Medium |
+| 2.5.7 | Create `portfolio_app/pages/toronto/__init__.py` | 1.4.5 | Low | Low |
+| 2.5.8 | Create `portfolio_app/pages/toronto/dashboard.py` (layout only) | 2.5.7, 1.4.2, 1.4.3 | Mid | High |
+| 2.5.9 | Implement purchase/rental mode toggle | 2.5.8 | Low | Low |
+| 2.5.10 | Implement monthly time slider | 2.5.8 | Low | Medium |
+| 2.5.11 | Implement annual time selector (CMHC) | 2.5.8 | Low | Low |
+| 2.5.12 | Implement layer toggles (districts/zones/neighbourhoods) | 2.5.8 | Low | Medium |
+| 2.5.13 | Create `portfolio_app/pages/toronto/callbacks/__init__.py` | 2.5.7 | Low | Low |
+| 2.5.14 | Create `callbacks/map_callbacks.py` | 2.5.13, 2.5.2 | Mid | Medium |
+| 2.5.15 | Create `callbacks/filter_callbacks.py` | 2.5.13 | Low | Medium |
+| 2.5.16 | Create `callbacks/timeseries_callbacks.py` | 2.5.13, 2.5.3 | Low | Medium |
+| 2.5.17 | Implement district/zone tooltips | 2.5.14 | Low | Low |
+| 2.5.18 | Implement neighbourhood overlay | 2.5.14, 2.1.6 | Low | Medium |
+| 2.5.19 | Implement enrichment layer toggle | 2.5.18 | Low | Medium |
+| 2.5.20 | Implement policy event markers on time series | 2.5.16, 2.2.10 | Low | Medium |
+| 2.5.21 | Implement "district contains neighbourhoods" tooltip | 2.5.17 | Low | Low |
+| 2.5.22 | Test dashboard renders with sample data | 2.5.20 | Low | Medium |
+
+### 2.6 Documentation
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.6.1 | Create `docs/` directory | 1.3.1 | Low | Low |
+| 2.6.2 | Write `docs/methodology.md` (geographic limitations) | 2.5.22 | Low | Medium |
+| 2.6.3 | Write `docs/data_sources.md` (citations) | 2.5.22 | Low | Low |
+| 2.6.4 | Write `docs/user_guide.md` | 2.5.22 | Low | Low |
+| 2.6.5 | Update `README.md` (final) | 2.6.2, 2.6.3 | Low | Low |
+| 2.6.6 | Update `CLAUDE.md` (final) | 2.6.5 | Low | Low |
+
+### 2.7 Operations
+
+| ID | Task | Depends On | Effort | Complexity |
+|----|------|------------|--------|------------|
+| 2.7.1 | Create `scripts/db/backup.sh` | 1.2.5 | Low | Low |
+| 2.7.2 | Create `scripts/db/restore.sh` | 1.2.5 | Low | Low |
+| 2.7.3 | Create `scripts/db/reset.sh` (dev only) | 1.2.5 | Low | Low |
+| 2.7.4 | Create `scripts/deploy/rollback.sh` | 1.2.5 | Low | Medium |
+| 2.7.5 | Implement backup retention policy | 2.7.1 | Low | Low |
+| 2.7.6 | Add `/health` endpoint | 2.5.8 | Low | Low |
+| 2.7.7 | Configure uptime monitoring (external) | 2.7.6 | Low | Low |
+| 2.7.8 | Deploy Toronto dashboard | 1.5.9, 2.5.22 | Low | Low |
+| 2.7.9 | Verify production deployment | 2.7.8 | Low | Low |
+
+---
+
+## L3 Task Details
+
+### 1.1 Project Bootstrap
+
+#### 1.1.1 Git repository initialization
+| Attribute | Value |
+|-----------|-------|
+| **What** | Initialize git repo with main branch |
+| **How** | `git init`, initial commit |
+| **Inputs** | — |
+| **Outputs** | `.git/` directory |
+| **Why** | Version control foundation |
+
+#### 1.1.2 Create `.gitignore`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Git ignore rules per project plan |
+| **How** | Create file with patterns for: `.env`, `data/*/processed/`, `reports/`, `backups/`, `notebooks/*.html`, `__pycache__/`, `.venv/` |
+| **Inputs** | Project plan → Directory Rules |
+| **Outputs** | `.gitignore` |
+
+#### 1.1.3 Create `pyproject.toml`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Python packaging config |
+| **How** | Define project metadata, dependencies, tool configs (ruff, mypy, pytest) |
+| **Inputs** | Tech stack versions from project plan |
+| **Outputs** | `pyproject.toml` |
+| **Dependencies** | PostgreSQL 16.x, Pydantic ≥2.0, SQLAlchemy ≥2.0, dbt-postgres ≥1.7, Pandas ≥2.1, GeoPandas ≥0.14, Dash ≥2.14, dash-mantine-components (latest), pytest ≥7.0 |
+
+#### 1.1.4 Create `.python-version`
+| Attribute | Value |
+|-----------|-------|
+| **What** | pyenv version file |
+| **How** | Single line: `3.11` or specific patch version |
+| **Outputs** | `.python-version` |
+
+#### 1.1.5 Create `.env.example`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Environment variable template |
+| **How** | Template with: DATABASE_URL, POSTGRES_USER, POSTGRES_PASSWORD, POSTGRES_DB, DASH_DEBUG, SECRET_KEY, LOG_LEVEL |
+| **Inputs** | Project plan → Environment Setup |
+| **Outputs** | `.env.example` |
+
+#### 1.1.6 Create `README.md` (initial)
+| Attribute | Value |
+|-----------|-------|
+| **What** | Project overview stub |
+| **How** | Title, brief description, "Setup coming soon" |
+| **Outputs** | `README.md` |
+
+#### 1.1.7 Create `CLAUDE.md`
+| Attribute | Value |
+|-----------|-------|
+| **What** | AI assistant context file |
+| **How** | Project context, architecture decisions, patterns, conventions |
+| **Inputs** | Project plan → Code Architecture |
+| **Outputs** | `CLAUDE.md` |
+| **Why** | Claude Code effectiveness from day 1 |
+
+#### 1.1.8 Create `Makefile`
+| Attribute | Value |
+|-----------|-------|
+| **What** | All make targets from project plan |
+| **How** | Implement targets: setup, venv, clean, docker-up/down/logs/rebuild, db-init/backup/restore/reset, run, run-prod, dbt-run/test/docs/fresh, test, test-cov, lint, format, typecheck, ci, deploy, rollback |
+| **Inputs** | Project plan → Makefile Targets |
+| **Outputs** | `Makefile` |
+
+### 1.2 Infrastructure
+
+#### 1.2.4 Create `docker-compose.yml`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Docker Compose V2 for PostgreSQL 16 + PostGIS |
+| **How** | Service definition, volume mounts, port 5432, env vars from `.env` |
+| **Inputs** | `.env.example` |
+| **Outputs** | `docker-compose.yml` |
+| **Note** | No `version` field (Docker Compose V2) |
+
+#### 1.2.5 Create `scripts/` directory structure
+| Attribute | Value |
+|-----------|-------|
+| **What** | Full scripts tree per project plan |
+| **How** | `mkdir -p scripts/{db,docker,deploy,dbt,dev}` |
+| **Outputs** | `scripts/db/`, `scripts/docker/`, `scripts/deploy/`, `scripts/dbt/`, `scripts/dev/` |
+
+#### 1.2.10 Create `scripts/db/init.sh`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Database initialization with PostGIS |
+| **How** | `CREATE DATABASE`, `CREATE EXTENSION postgis`, schema creation |
+| **Standard** | `set -euo pipefail`, usage comment, idempotent |
+| **Outputs** | `scripts/db/init.sh` |
+
+### 1.3 Application Foundation
+
+#### 1.3.1 Create `portfolio_app/` directory structure
+| Attribute | Value |
+|-----------|-------|
+| **What** | Full application tree per project plan |
+| **Directories** | `portfolio_app/`, `portfolio_app/assets/`, `portfolio_app/assets/images/`, `portfolio_app/pages/`, `portfolio_app/pages/toronto/`, `portfolio_app/pages/toronto/callbacks/`, `portfolio_app/components/`, `portfolio_app/figures/`, `portfolio_app/toronto/`, `portfolio_app/toronto/parsers/`, `portfolio_app/toronto/loaders/`, `portfolio_app/toronto/schemas/`, `portfolio_app/toronto/models/`, `portfolio_app/toronto/transforms/`, `portfolio_app/errors/` |
+| **Pattern** | Callbacks in `pages/{dashboard}/callbacks/` per project plan |
+
+#### 1.3.3 Create `config.py`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Pydantic BaseSettings for config |
+| **How** | Settings class loading from `.env` |
+| **Fields** | DATABASE_URL, POSTGRES_USER, POSTGRES_PASSWORD, POSTGRES_DB, DASH_DEBUG, SECRET_KEY, LOG_LEVEL |
+
+#### 1.3.5 Create `exceptions.py`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Exception hierarchy per project plan |
+| **Classes** | `PortfolioError` (base), `ParseError`, `ValidationError`, `LoadError` |
+
+#### 1.3.6 Create `handlers.py`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Error handling decorators |
+| **How** | Decorators for: logging/re-raise, retry logic, transaction boundaries, timing |
+| **Pattern** | Infrastructure concerns only; domain logic uses explicit handling |
+
+#### 1.3.7 Create `app.py`
+| Attribute | Value |
+|-----------|-------|
+| **What** | Dash app factory with Pages routing |
+| **How** | `Dash(__name__, use_pages=True)`, MantineProvider wrapper |
+| **Imports** | External: absolute; Internal: relative (dot notation) |
+
+#### 1.3.16 Create `conftest.py`
+| Attribute | Value |
+|-----------|-------|
+| **What** | pytest fixtures |
+| **How** | Test database fixture, sample data fixtures, app client fixture |
+
+### 1.4 Bio Page
+
+#### 1.4.7 Integrate bio content
+| Attribute | Value |
+|-----------|-------|
+| **What** | Content from `bio_content_v2.md` |
+| **Sections** | Headline, Professional Summary, Tech Stack, Side Project, Availability |
+| **Layout** | Hero → Summary → Tech Stack → Project Cards → Social Links → Availability |
+
+#### 1.4.8 Replace social link placeholders
+| Attribute | Value |
+|-----------|-------|
+| **What** | Replace `[USERNAME]` in LinkedIn/GitHub URLs |
+| **Source** | `bio_content_v2.md` → Social Links |
+| **Acceptance** | No placeholder text in production |
+
+#### 1.4.9 Implement project cards
+| Attribute | Value |
+|-----------|-------|
+| **What** | Dynamic project card display |
+| **Logic** | Show deployed projects with links; show "In Development" for in-progress; hide or grey out planned |
+| **Source** | `bio_content_v2.md` → Portfolio Projects Section |
+
+### 2.1 Data Acquisition
+
+#### 2.1.1 Define TRREB year scope + download PDFs
+| Attribute | Value |
+|-----------|-------|
+| **What** | Decide which years to parse for V1, download PDFs |
+| **Decision** | 2020—present for V1 (manageable scope, consistent PDF format). Expand to 2007+ in future if needed. |
+| **Output** | `data/toronto/raw/trreb/market_watch_YYYY_MM.pdf` |
+| **Note** | PDF format may vary pre-2018; test before committing to older years |
+
+#### 2.1.2 Digitize TRREB district boundaries
+| Attribute | Value |
+|-----------|-------|
+| **What** | GeoJSON with ~35 district polygons |
+| **Tool** | QGIS |
+| **Process** | Import PDF as raster → create vector layer → trace polygons → add attributes (district_code, district_name, area_type) → export GeoJSON (WGS84/EPSG:4326) |
+| **Input** | TRREB Toronto.pdf map |
+| **Output** | `data/toronto/raw/geo/trreb_districts.geojson` |
+| **Effort** | High |
+| **Complexity** | High |
+| **Note** | HUMAN TASK — not automatable |
+
+#### 2.1.5 Extract CMHC zone boundaries
+| Attribute | Value |
+|-----------|-------|
+| **What** | GeoJSON with ~20 zone polygons |
+| **Tool** | R with cmhc and sf packages |
+| **Process** | `get_cmhc_geography(geography_type="ZONE", cma="Toronto")` → `st_write()` to GeoJSON |
+| **Output** | `data/toronto/raw/geo/cmhc_zones.geojson` |
+
+#### 2.1.9 Research Tier 1 policy events
+| Attribute | Value |
+|-----------|-------|
+| **What** | Federal/provincial policy events with dates, descriptions, expected direction |
+| **Sources** | Bank of Canada, OSFI, Ontario Legislature |
+| **Schema** | event_date, effective_date, level, category, title, description, expected_direction, source_url, confidence |
+| **Acceptance** | Minimum 10 events, maximum 20 |
+| **Examples** | BoC rate decisions, OSFI B-20, Ontario Fair Housing Plan, foreign buyer tax |
+
+#### 2.1.13 Test TRREB parser across year boundaries
+| Attribute | Value |
+|-----------|-------|
+| **What** | Verify parser handles PDFs from different years |
+| **Test Cases** | 2020 Q1, 2022 Q1, 2024 Q1 (minimum) |
+| **Check For** | Table structure changes, column naming variations, page number shifts |
+| **Output** | Documented format variations, parser fallbacks if needed |
+
+### 2.2 Data Processing
+
+#### 2.2.3 Build TRREB PDF parser
+| Attribute | Value |
+|-----------|-------|
+| **What** | Extract summary tables from TRREB PDFs |
+| **Tool** | pdfplumber or camelot-py |
+| **Location** | Pages 3-4 (Summary by Area) |
+| **Fields** | report_date, area_code, area_name, area_type, sales, dollar_volume, avg_price, median_price, new_listings, active_listings, avg_sp_lp, avg_dom |
+| **Output** | `portfolio_app/toronto/parsers/trreb.py` |
+
+#### 2.2.7 CMHC reliability code handling
+| Attribute | Value |
+|-----------|-------|
+| **What** | Parse reliability codes, handle suppression |
+| **Codes** | a (excellent), b (good), c (fair), d (poor/caution), ** (suppressed → NULL) |
+| **Implementation** | Pydantic validators, enum type |
+
+### 2.3 Database Layer
+
+#### 2.3.8 Create dimension models
+| Attribute | Value |
+|-----------|-------|
+| **What** | SQLAlchemy 2.0 models for dimensions |
+| **Tables** | `dim_time`, `dim_trreb_district`, `dim_cmhc_zone`, `dim_neighbourhood`, `dim_policy_event` |
+| **Geometry** | PostGIS geometry columns for districts, zones, neighbourhoods |
+| **Note** | `dim_neighbourhood` has no FK to facts in V1 |
+
+#### 2.3.9 Create fact models
+| Attribute | Value |
+|-----------|-------|
+| **What** | SQLAlchemy 2.0 models for facts |
+| **Tables** | `fact_purchases`, `fact_rentals` |
+| **FKs** | fact_purchases → dim_time, dim_trreb_district; fact_rentals → dim_time, dim_cmhc_zone |
+
+### 2.4 dbt Transformation
+
+#### 2.4.8 Create staging models
+| Attribute | Value |
+|-----------|-------|
+| **What** | 1:1 source mapping, cleaned and typed |
+| **Models** | `stg_trreb__monthly`, `stg_cmhc__rental` |
+| **Naming** | `stg_{source}__{entity}` |
+
+#### 2.4.11 Create dbt schema tests
+| Attribute | Value |
+|-----------|-------|
+| **What** | Data quality tests |
+| **Tests** | `unique` (PKs), `not_null` (required), `accepted_values` (reliability codes, area_type), `relationships` (FK integrity) |
+
+#### 2.4.12 Create custom dbt tests
+| Attribute | Value |
+|-----------|-------|
+| **What** | Anomaly detection rules |
+| **Rules** | Price MoM change >30% → flag; missing districts → fail; duplicate records → fail |
+
+### 2.5 Visualization
+
+#### 2.5.2 Build choropleth factory
+| Attribute | Value |
+|-----------|-------|
+| **What** | Reusable choropleth_mapbox figure generator |
+| **Inputs** | GeoDataFrame, metric column, color config |
+| **Output** | Plotly figure |
+| **Location** | `portfolio_app/figures/choropleth.py` |
+
+#### 2.5.4—2.5.6 Statistical chart factories
+| Attribute | Value |
+|-----------|-------|
+| **What** | Statistical analysis visualizations |
+| **Charts** | YoY change with variance bands, seasonality decomposition, district correlation matrix |
+| **Location** | `portfolio_app/figures/statistical.py` |
+| **Why** | Required skill demonstration per project plan |
+
+#### 2.5.8 Create dashboard layout
+| Attribute | Value |
+|-----------|-------|
+| **What** | Toronto dashboard page structure |
+| **File** | `portfolio_app/pages/toronto/dashboard.py` |
+| **Pattern** | Layout only — no callbacks in this file |
+| **Components** | Navbar, choropleth map, time controls, layer toggles, time series panel, statistics panel, footer |
+
+#### 2.5.13—2.5.16 Create callbacks
+| Attribute | Value |
+|-----------|-------|
+| **What** | Dashboard interaction logic |
+| **Location** | `portfolio_app/pages/toronto/callbacks/` |
+| **Files** | `__init__.py`, `map_callbacks.py`, `filter_callbacks.py`, `timeseries_callbacks.py` |
+| **Pattern** | Separate from layout per project plan callback separation pattern |
+| **Registration** | Import callback modules in `callbacks/__init__.py`; import that package in `dashboard.py`. Dash Pages auto-discovers callbacks when module is imported. |
+
+#### 2.5.22 Test dashboard renders with sample data
+| Attribute | Value |
+|-----------|-------|
+| **What** | Verify dashboard works end-to-end |
+| **Sample Data** | Use output from task 2.3.12 (fact loaders). Run loaders with subset of parsed data before this task. |
+| **Verify** | Choropleth renders, time controls work, tooltips display, no console errors |
+
+---
+
+## Sprint Plan
+
+### Sprint 1: Project Bootstrap + Start TRREB Digitization
+
+**Goal**: Dev environment working, repo initialized, TRREB digitization started
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| 1.1.1 | Git repo init | Low |
+| 1.1.2 | .gitignore | Low |
+| 1.1.3 | pyproject.toml | Low |
+| 1.1.4 | .python-version | Low |
+| 1.1.5 | .env.example | Low |
+| 1.1.6 | README.md (initial) | Low |
+| 1.1.7 | CLAUDE.md | Low |
+| 1.1.8 | Makefile | Low |
+| 1.2.1 | Python env setup | Low |
+| 1.2.2 | .pre-commit-config.yaml | Low |
+| 1.2.3 | Install pre-commit | Low |
+| 1.2.4 | docker-compose.yml | Low |
+| 1.2.5 | scripts/ directory structure | Low |
+| 1.2.6—1.2.9 | Docker scripts | Low |
+| 1.2.10 | scripts/db/init.sh | Low |
+| 1.2.11 | scripts/dev/setup.sh | Low |
+| 1.2.12 | Verify Docker + PostGIS | Low |
+| 1.3.1 | portfolio_app/ directory structure | Low |
+| 1.3.2—1.3.6 | App foundation files | Low |
+| 1.3.14—1.3.17 | Test infrastructure | Low |
+| 2.1.1 | Download TRREB PDFs | Low |
+| 2.1.2 | **START** TRREB boundaries (HUMAN) | High |
+| 2.1.9 | **START** Policy events research | Mid |
+
+---
+
+### Sprint 2: Bio Page + Data Acquisition
+
+**Goal**: Bio live, all raw data downloaded
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| 1.3.7 | app.py with Pages | Low |
+| 1.3.8 | Theme config | Low |
+| 1.3.9—1.3.13 | Assets directory + files | Low |
+| 1.4.1—1.4.4 | Components | Low |
+| 1.4.5—1.4.10 | Bio page | Low |
+| 1.5.1—1.5.3 | VPS setup | Low |
+| 1.5.4—1.5.6 | Gunicorn/Nginx/SSL | Low |
+| 1.5.7—1.5.8 | Deploy scripts | Low |
+| 1.5.9—1.5.10 | Deploy + verify | Low |
+| 2.1.2 | **CONTINUE** TRREB boundaries | High |
+| 2.1.3—2.1.4 | CMHC registration + export | Low |
+| 2.1.5 | CMHC zone boundaries (R) | Low |
+| 2.1.6 | Neighbourhoods GeoJSON | Low |
+| 2.1.7 | Neighbourhood Profiles download | Low |
+| 2.1.9 | **CONTINUE** Policy events research | Mid |
+| 2.1.10 | policy_events.csv | Low |
+| 2.1.11—2.1.12 | data/ directory + organize | Low |
+
+**Milestone**: **Launch 1 — Bio Live**
+
+---
+
+### Sprint 3: Parsers + Schemas + Models
+
+**Goal**: ETL pipeline working, database layer complete
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| 2.1.2 | **COMPLETE** TRREB boundaries | High |
+| 2.1.8 | CRS validation | Low |
+| 2.2.1—2.2.2 | Toronto module init | Low |
+| 2.2.3—2.2.5 | TRREB parser + tests | Mid |
+| 2.2.6—2.2.8 | CMHC processor + tests | Low |
+| 2.2.9 | Neighbourhood Profiles parser | Low |
+| 2.2.10 | Policy events loader | Low |
+| 2.3.1—2.3.5 | Pydantic schemas | Low |
+| 2.3.6—2.3.9 | SQLAlchemy models | Low |
+
+---
+
+### Sprint 4: Loaders + dbt
+
+**Goal**: Data loaded, transformation layer ready
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| 2.3.10—2.3.13 | Loaders + tests | Mid |
+| 2.3.14 | SQL views | Low |
+| 2.4.1—2.4.7 | dbt setup + scripts | Low |
+| 2.4.8—2.4.10 | dbt models | Low |
+| 2.4.11—2.4.12 | dbt tests | Low |
+| 2.4.13 | dbt documentation | Low |
+| 2.7.1—2.7.3 | DB backup/restore scripts | Low |
+
+---
+
+### Sprint 5: Visualization
+
+**Goal**: Dashboard functional
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| 2.5.1—2.5.6 | Figure factories | Mid |
+| 2.5.7—2.5.12 | Dashboard layout + controls | Mid |
+| 2.5.13—2.5.16 | Callbacks | Mid |
+| 2.5.17—2.5.21 | Tooltips + overlays + markers | Low |
+| 2.5.22 | Test dashboard | Low |
+
+---
+
+### Sprint 6: Polish + Launch 2
+
+**Goal**: Dashboard deployed
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| 2.6.1—2.6.6 | Documentation | Low |
+| 2.7.4—2.7.5 | Rollback script + retention | Low |
+| 2.7.6—2.7.7 | Health endpoint + monitoring | Low |
+| 2.7.8—2.7.9 | Deploy + verify | Low |
+
+**Milestone**: **Launch 2 — Toronto Dashboard Live**
+
+---
+
+### Sprint 7: Buffer
+
+**Goal**: Contingency for slippage, bug fixes
+
+| Task ID | Task | Effort |
+|---------|------|--------|
+| — | Overflow from previous sprints | Varies |
+| — | Bug fixes | Varies |
+| — | UX polish | Low |
+
+---
+
+## Sprint Summary
+
+| Sprint | Focus | Key Risk | Milestone |
+|--------|-------|----------|-----------|
+| 1 | Bootstrap + start boundaries | — | — |
+| 2 | Bio + data acquisition | TRREB digitization | Launch 1 |
+| 3 | Parsers + DB layer | PDF parser, boundaries | — |
+| 4 | Loaders + dbt | — | — |
+| 5 | Visualization | Choropleth complexity | — |
+| 6 | Polish + deploy | — | Launch 2 |
+| 7 | Buffer | — | — |
+
+---
+
+## Dependency Graph
+
+### Launch 1 Critical Path
+```
+1.1.1 → 1.1.3 → 1.2.1 → 1.3.1 → 1.3.7 → 1.4.6 → 1.4.10 → 1.5.9 → 1.5.10
+```
+
+### Launch 2 Critical Path
+```
+2.1.2 (TRREB boundaries) ─┬→ 2.1.8 (CRS) → 2.5.2 (choropleth) → 2.5.8 (layout) → 2.5.22 (test) → 2.7.8 (deploy)
+                          │
+2.1.1 → 2.2.3 (parser) → 2.2.4 → 2.3.12 (loaders) → 2.4.8 (dbt) ─┘
+```
+
+### Parallel Tracks (can run simultaneously)
+
+| Track | Tasks | Can Start |
+|-------|-------|-----------|
+| **A: TRREB Boundaries** | 2.1.1 → 2.1.2 | Sprint 1 |
+| **B: TRREB Parser** | 2.2.3—2.2.5 | Sprint 2 (after PDFs) |
+| **C: CMHC** | 2.1.3—2.1.5 → 2.2.6—2.2.8 | Sprint 2 |
+| **D: Enrichment** | 2.1.6—2.1.7 → 2.2.9 | Sprint 2 |
+| **E: Policy Events** | 2.1.9—2.1.10 → 2.2.10 | Sprint 1—2 |
+| **F: Schemas/Models** | 2.3.1—2.3.9 | Sprint 3 (after parsers) |
+| **G: dbt** | 2.4.* | Sprint 4 (after loaders) |
+| **H: Ops Scripts** | 2.7.1—2.7.5 | Sprint 4 |
+
+---
+
+## Risk Register
+
+| Risk | Likelihood | Impact | Mitigation |
+|------|------------|--------|------------|
+| TRREB digitization slips | Medium | High | Start Sprint 1; timebox; accept lower precision initially |
+| PDF parser breaks on older years | Medium | Medium | Test multiple years early; build fallbacks |
+| PostGIS geometry issues | Low | Medium | Validate CRS before load (2.1.8) |
+| Choropleth performance | Low | Medium | Pre-aggregate; simplify geometries |
+| Policy events research takes too long | Medium | Low | Cap at 10 events minimum; expand post-launch |
+
+---
+
+## Acceptance Criteria
+
+### Launch 1
+- [ ] Bio page accessible via HTTPS
+- [ ] All content from `bio_content_v2.md` rendered
+- [ ] No placeholder text ([USERNAME]) visible
+- [ ] Mobile responsive
+- [ ] Social links functional
+
+### Launch 2
+- [ ] Choropleth renders TRREB districts
+- [ ] Choropleth renders CMHC zones
+- [ ] Purchase/rental mode toggle works
+- [ ] Time navigation works (monthly for TRREB, annual for CMHC)
+- [ ] Policy event markers visible on time series
+- [ ] Neighbourhood overlay toggleable
+- [ ] Methodology documentation published
+- [ ] Data sources cited
+- [ ] Health endpoint responds
+
+---
+
+## Effort Legend
+
+| Level | Meaning |
+|-------|---------|
+| **Low** | Straightforward; minimal iteration expected |
+| **Mid** | Requires debugging or multi-step coordination |
+| **High** | Complex logic, external tools, or human intervention required |
+
+---
+
+*Document Version: 4.1*
+*Created: January 2026*
Author	SHA1	Message	Date
Leo Miranda	160dc90308	Merge pull request 'Upload files to "docs"' (#5 ) from lmiranda-patch-project-reference-docs into development Reviewed-on: lmiranda/personal-portfolio#5	2026-01-11 19:02:00 +00:00
Leo Miranda	ff58e0a3ea	Upload files to "docs"	2026-01-11 19:01:43 +00:00