Phase 2: XQuery analytics (aggregation, top-holdings, look-through) - #2
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XQuery_Examples/: aggregate-by-assettype, top-holdings (external var n), fund-summary (version-agnostic + reconciliation), look-through (fund-of-funds readiness). Position<->Asset joined by UniqueID; no XML namespace so they run unchanged on 4.2.9/4.1.0/4.0.0. invocation/: Saxon CLI (run-xquery.sh) and native Java s9api (RunXQuery.java) verified; Python saxonche reference; BaseX documented. README documents Saxon Query's bare name=value external-variable syntax. CI: added an XQuery smoke step (all four queries run, output well-formed, Holding count asserted). Top-level index updated. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This was referenced May 15, 2026
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Phase 2 of the enterprise FundsXML showcase. Builds on Phase 1 (PR #1, merged). One commit on top of
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XQuery_Examples/— XQuery 3.1, all verified locally with Saxon-HE:aggregate-by-assettype.xq— exposure grouped by AssetType (Position↔Asset joined by UniqueID) + grand-total reconciliationtop-holdings.xq— N largest holdings, names resolved; external variablenfund-summary.xq— fund/doc overview + reconciliation; version-agnostic (handles 4.0.0 having noVersion)look-through.xq— fund-of-funds look-through readiness (flagsSCpositions + weights)invocation/— Saxon CLI and native Java s9api (both verified); Pythonsaxonchereference; BaseX documented. README notes SaxonQuery's barename=valueexternal-variable syntax.Holdingcount asserted). Top-level index row → ✅.No XML namespace in FundsXML 4.x → queries run unchanged on 4.2.9 / 4.1.0 / 4.0.0.
Roadmap remaining: Phase 3 XML signature (Apache Santuario) · 4 DB integration · 5 large-file/stream · 6 data binding/JSON.
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