Merge pull request 'uploaded initial documentation.' (#2) from init-setup into development

Reviewed-on: lmiranda/personal-portfolio#2

docs/PROJECT_REFERENCE.md

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+# Portfolio Project Reference
+
+**Project**: Analytics Portfolio
+**Owner**: Leo
+**Status**: Ready for Sprint 1
+
+---
+
+## Project Overview
+
+Two-project analytics portfolio demonstrating end-to-end data engineering, visualization, and ML capabilities.
+
+| Project | Domain | Key Skills | Phase |
+|---------|--------|------------|-------|
+| **Toronto Housing Dashboard** | Real estate | ETL, dimensional modeling, geospatial, choropleth | Phase 1 (Active) |
+| **Energy Pricing Analysis** | Utility markets | Time series, ML prediction, API integration | Phase 3 (Future) |
+
+**Platform**: Monolithic Dash application on self-hosted VPS (bio landing page + dashboards).
+
+---
+
+## Branching Strategy
+
+| Branch | Purpose | Deploys To |
+|--------|---------|------------|
+| `main` | Production releases only | VPS (production) |
+| `staging` | Pre-production testing | VPS (staging) |
+| `development` | Active development | Local only |
+
+**Rules**:
+- All feature branches created FROM `development`
+- All feature branches merge INTO `development`
+- `development` → `staging` for testing
+- `staging` → `main` for release
+- Direct commits to `main` or `staging` are forbidden
+- Branch naming: `feature/{sprint}-{description}` or `fix/{issue-id}`
+
+---
+
+## Tech Stack (Locked)
+
+| Layer | Technology | Version |
+|-------|------------|---------|
+| Database | PostgreSQL + PostGIS | 16.x |
+| Validation | Pydantic | ≥2.0 |
+| ORM | SQLAlchemy | ≥2.0 (2.0-style API only) |
+| Transformation | dbt-postgres | ≥1.7 |
+| Data Processing | Pandas | ≥2.1 |
+| Geospatial | GeoPandas + Shapely | ≥0.14 |
+| Visualization | Dash + Plotly | ≥2.14 |
+| UI Components | dash-mantine-components | Latest stable |
+| Testing | pytest | ≥7.0 |
+| Python | 3.11+ | Via pyenv |
+
+**Compatibility Notes**:
+- SQLAlchemy 2.0 + Pydantic 2.0 integrate well—never mix 1.x APIs
+- PostGIS extension required—enable during db init
+- Docker Compose V2 (no `version` field in compose files)
+
+---
+
+## Code Conventions
+
+### Import Style
+
+| Context | Style | Example |
+|---------|-------|---------|
+| Same directory | Single dot | `from .trreb import TRREBParser` |
+| Sibling directory | Double dot | `from ..schemas.trreb import TRREBRecord` |
+| External packages | Absolute | `import pandas as pd` |
+
+### Module Separation
+
+| Directory | Contains | Purpose |
+|-----------|----------|---------|
+| `schemas/` | Pydantic models | Data validation |
+| `models/` | SQLAlchemy ORM | Database persistence |
+| `parsers/` | PDF/CSV extraction | Raw data ingestion |
+| `loaders/` | Database operations | Data loading |
+| `figures/` | Chart factories | Plotly figure generation |
+| `callbacks/` | Dash callbacks | Per-dashboard, in `pages/{dashboard}/callbacks/` |
+| `errors/` | Exceptions + handlers | Error handling |
+
+### Code Standards
+
+- **Type hints**: Mandatory, Python 3.10+ style (`list[str]`, `dict[str, int]`, `X | None`)
+- **Functions**: Single responsibility, verb naming, early returns over nesting
+- **Docstrings**: Google style, minimal—only for non-obvious behavior
+- **Constants**: Module-level for magic values, Pydantic BaseSettings for runtime config
+
+### Error Handling
+
+```python
+# errors/exceptions.py
+class PortfolioError(Exception):
+    """Base exception."""
+
+class ParseError(PortfolioError):
+    """PDF/CSV parsing failed."""
+
+class ValidationError(PortfolioError):
+    """Pydantic or business rule validation failed."""
+
+class LoadError(PortfolioError):
+    """Database load operation failed."""
+```
+
+- Decorators for infrastructure concerns (logging, retry, transactions)
+- Explicit handling for domain logic (business rules, recovery strategies)
+
+---
+
+## Application Architecture
+
+### Dash Pages Structure
+
+```
+portfolio_app/
+├── app.py                    # Dash app factory with Pages routing
+├── config.py                 # Pydantic BaseSettings
+├── assets/                   # CSS, images (auto-served by Dash)
+├── pages/
+│   ├── home.py              # Bio landing page → /
+│   ├── toronto/
+│   │   ├── dashboard.py     # Layout only → /toronto
+│   │   └── callbacks/       # Interaction logic
+│   └── energy/              # Phase 3
+├── components/              # Shared UI (navbar, footer, cards)
+├── figures/                 # Shared chart factories
+├── toronto/                 # Toronto data logic
+│   ├── parsers/
+│   ├── loaders/
+│   ├── schemas/             # Pydantic
+│   └── models/              # SQLAlchemy
+└── errors/
+```
+
+### URL Routing (Automatic)
+
+| URL | Page | Status |
+|-----|------|--------|
+| `/` | Bio landing page | Sprint 2 |
+| `/toronto` | Toronto Housing Dashboard | Sprint 6 |
+| `/energy` | Energy Pricing Dashboard | Phase 3 |
+
+---
+
+## Phase 1: Toronto Housing Dashboard
+
+### Data Sources
+
+| Track | Source | Format | Geography | Frequency |
+|-------|--------|--------|-----------|-----------|
+| Purchases | TRREB Monthly Reports | PDF | ~35 Districts | Monthly |
+| Rentals | CMHC Rental Market Survey | CSV | ~20 Zones | Annual |
+| Enrichment | City of Toronto Open Data | GeoJSON/CSV | 158 Neighbourhoods | Census |
+| Policy Events | Curated list | CSV | N/A | Event-based |
+
+### Geographic Reality
+
+```
+┌─────────────────────────────────────────────────────────────────┐
+│ City of Toronto Neighbourhoods (158)                            │ ← Enrichment only
+├─────────────────────────────────────────────────────────────────┤
+│ TRREB Districts (~35) — W01, C01, E01, etc.                     │ ← Purchase data
+├─────────────────────────────────────────────────────────────────┤
+│ CMHC Zones (~20) — Census Tract aligned                         │ ← Rental data
+└─────────────────────────────────────────────────────────────────┘
+```
+
+**Critical**: These geographies do NOT align. Display as separate layers with toggle—do not force crosswalks.
+
+### Data Model (Star Schema)
+
+| Table | Type | Keys |
+|-------|------|------|
+| `fact_purchases` | Fact | → dim_time, dim_trreb_district |
+| `fact_rentals` | Fact | → dim_time, dim_cmhc_zone |
+| `dim_time` | Dimension | date_key (PK) |
+| `dim_trreb_district` | Dimension | district_key (PK), geometry |
+| `dim_cmhc_zone` | Dimension | zone_key (PK), geometry |
+| `dim_neighbourhood` | Dimension | neighbourhood_id (PK), geometry |
+| `dim_policy_event` | Dimension | event_id (PK) |
+
+**V1 Rule**: `dim_neighbourhood` has NO FK to fact tables—reference overlay only.
+
+### dbt Layer Structure
+
+| Layer | Naming | Purpose |
+|-------|--------|---------|
+| Staging | `stg_{source}__{entity}` | 1:1 source, cleaned, typed |
+| Intermediate | `int_{domain}__{transform}` | Business logic, filtering |
+| Marts | `mart_{domain}` | Final analytical tables |
+
+---
+
+## Sprint Overview
+
+| Sprint | Focus | Milestone |
+|--------|-------|-----------|
+| 1 | Project bootstrap, start TRREB digitization | — |
+| 2 | Bio page, data acquisition | **Launch 1: Bio Live** |
+| 3 | Parsers, schemas, models | — |
+| 4 | Loaders, dbt | — |
+| 5 | Visualization | — |
+| 6 | Polish, deploy dashboard | **Launch 2: Dashboard Live** |
+| 7 | Buffer | — |
+
+### Sprint 1 Deliverables
+
+| Category | Tasks |
+|----------|-------|
+| **Bootstrap** | Git init, pyproject.toml, .env.example, Makefile, CLAUDE.md |
+| **Infrastructure** | Docker Compose (PostgreSQL + PostGIS), scripts/ directory |
+| **App Foundation** | portfolio_app/ structure, config.py, error handling |
+| **Tests** | tests/ directory, conftest.py, pytest config |
+| **Data Acquisition** | Download TRREB PDFs, START boundary digitization (HUMAN task) |
+
+### Human Tasks (Cannot Automate)
+
+| Task | Tool | Effort |
+|------|------|--------|
+| Digitize TRREB district boundaries | QGIS | 3-4 hours |
+| Research policy events (10-20) | Manual research | 2-3 hours |
+| Replace social link placeholders | Manual | 5 minutes |
+
+---
+
+## Scope Boundaries
+
+### Phase 1 — Build These
+
+- Bio landing page with content from bio_content_v2.md
+- TRREB PDF parser
+- CMHC CSV processor
+- PostgreSQL + PostGIS database layer
+- Star schema (facts + dimensions)
+- dbt models with tests
+- Choropleth visualization (Dash)
+- Policy event annotation layer
+- Neighbourhood overlay (toggle-able)
+
+### Phase 1 — Do NOT Build
+
+| Feature | Reason | When |
+|---------|--------|------|
+| `bridge_district_neighbourhood` table | Area-weighted aggregation is Phase 4 | After Energy project |
+| Crime data integration | Deferred scope | Phase 4 |
+| Historical boundary reconciliation (140→158) | 2021+ data only for V1 | Phase 4 |
+| ML prediction models | Energy project scope | Phase 3 |
+| Multi-project shared infrastructure | Build first, abstract second | Phase 2 |
+
+If a task seems to require Phase 3/4 features, **stop and flag it**.
+
+---
+
+## File Structure
+
+### Root-Level Files (Allowed)
+
+| File | Purpose |
+|------|---------|
+| `README.md` | Project overview |
+| `CLAUDE.md` | AI assistant context |
+| `pyproject.toml` | Python packaging |
+| `.gitignore` | Git ignore rules |
+| `.env.example` | Environment template |
+| `.python-version` | pyenv version |
+| `.pre-commit-config.yaml` | Pre-commit hooks |
+| `docker-compose.yml` | Container orchestration |
+| `Makefile` | Task automation |
+
+### Directory Structure
+
+```
+portfolio/
+├── portfolio_app/           # Monolithic Dash application
+│   ├── app.py
+│   ├── config.py
+│   ├── assets/
+│   ├── pages/
+│   ├── components/
+│   ├── figures/
+│   ├── toronto/
+│   └── errors/
+├── tests/
+├── dbt/
+├── data/
+│   └── toronto/
+│       ├── raw/
+│       ├── processed/       # gitignored
+│       └── reference/
+├── scripts/
+│   ├── db/
+│   ├── docker/
+│   ├── deploy/
+│   ├── dbt/
+│   └── dev/
+├── docs/
+├── notebooks/
+├── backups/                 # gitignored
+└── reports/                 # gitignored
+```
+
+### Gitignored Directories
+
+- `data/*/processed/`
+- `reports/`
+- `backups/`
+- `notebooks/*.html`
+- `.env`
+- `__pycache__/`
+- `.venv/`
+
+---
+
+## Makefile Targets
+
+| Target | Purpose |
+|--------|---------|
+| `setup` | Install deps, create .env, init pre-commit |
+| `docker-up` | Start PostgreSQL + PostGIS |
+| `docker-down` | Stop containers |
+| `db-init` | Initialize database schema |
+| `run` | Start Dash dev server |
+| `test` | Run pytest |
+| `dbt-run` | Run dbt models |
+| `dbt-test` | Run dbt tests |
+| `lint` | Run ruff linter |
+| `format` | Run ruff formatter |
+| `ci` | Run all checks |
+| `deploy` | Deploy to production |
+
+---
+
+## Script Standards
+
+All scripts in `scripts/`:
+- Include usage comments at top
+- Idempotent where possible
+- Exit codes: 0 = success, 1 = error
+- Use `set -euo pipefail` for bash
+- Log to stdout, errors to stderr
+
+---
+
+## Environment Variables
+
+Required in `.env`:
+
+```bash
+DATABASE_URL=postgresql://user:pass@localhost:5432/portfolio
+POSTGRES_USER=portfolio
+POSTGRES_PASSWORD=<secure>
+POSTGRES_DB=portfolio
+DASH_DEBUG=true
+SECRET_KEY=<random>
+LOG_LEVEL=INFO
+```
+
+---
+
+## Success Criteria
+
+### Launch 1 (Sprint 2)
+- [ ] Bio page accessible via HTTPS
+- [ ] All bio content rendered (from bio_content_v2.md)
+- [ ] No placeholder text visible
+- [ ] Mobile responsive
+- [ ] Social links functional
+
+### Launch 2 (Sprint 6)
+- [ ] Choropleth renders TRREB districts and CMHC zones
+- [ ] Purchase/rental mode toggle works
+- [ ] Time navigation works
+- [ ] Policy event markers visible
+- [ ] Neighbourhood overlay toggleable
+- [ ] Methodology documentation published
+- [ ] Data sources cited
+
+---
+
+## Reference Documents
+
+For detailed specifications, see:
+
+| Document | Location | Use When |
+|----------|----------|----------|
+| Data schemas | `docs/toronto_housing_spec.md` | Parser/model tasks |
+| WBS details | `docs/wbs.md` | Sprint planning |
+| Bio content | `docs/bio_content.md` | Building home.py |
+
+---
+
+*Reference Version: 1.0*
+*Created: January 2026*