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[HARD][VALUATION] Build versioned vehicle NAV, depreciation, impairment, and investor valuation #144

Description

@Obiajulu-gif

Problem

Investor positions need a defensible current value, but vehicle acquisition cost, depreciation, maintenance, downtime, defaults, insurance recoveries, and market estimates can change independently.

Scope

  • Define a versioned valuation policy with cost, depreciation, impairment, recovery, and disposal components.
  • Store source evidence, effective date, currency, FX quote version, preparer, approver, and confidence for every input.
  • Produce vehicle, pool, and investor NAV snapshots using integer minor units.
  • Prevent future-dated information from leaking into historical snapshots.
  • Model impairment triggers from arrears, incidents, downtime, missing insurance, and forced-sale estimates.
  • Require maker-checker approval for manual overrides and publish a complete bridge from prior NAV to current NAV.
  • Expose stale-input and sensitivity indicators without presenting estimates as guaranteed returns.

Acceptance criteria

  • A snapshot can be reproduced from policy version and input IDs.
  • Position values aggregate exactly to pool NAV after documented rounding.
  • Restatements create new versions and never overwrite issued valuations.
  • Missing or stale critical inputs block publication or clearly downgrade status.
  • Disposal and total-loss events terminate future depreciation correctly.

Required tests

Multiple asset types, impairment/recovery, disposal, retroactive correction, FX changes, rounding allocation, stale evidence, and historical reproducibility.

Non-goals

Do not choose commercial valuation assumptions; implement the approved policy engine.

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GrantFox OSSIssue tracked in GrantFox OSSMaybe RewardedIssue may be eligible for a GrantFox rewardOfficial Campaign | FWC26Campaign: Official Campaign | FWC26

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