openownership / visualisation-tool

A visualisation library for beneficial ownership structures
https://www.openownership.org/en/publications/beneficial-ownership-visualisation-system/bods-data-visualiser/
Apache License 2.0
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Interest types - owns/controls mapping missing #97

Closed Blueskies00 closed 2 weeks ago

Blueskies00 commented 2 years ago

At least five interest types don’t seem to have a colour mapping to “owns” or “controls”: other-influence-or-control appointment-of-board senior-managing-official rights-to-surplus-assets-on-dissolution settlor-of-trust

This is regardless of interest level being direct or indirect.

Data: https://drive.google.com/file/d/1LxkG2qt4icpO7tJ3luvYgo5czGKbLN09/view bods(4)

kd-ods commented 2 years ago

Thanks @Blueskies00. Yes, only a minimal set of information about interests is currently rendered. Addressing this will involve a holistic look at how interests are represented in BODS and working out what information about them can be consistently and usefully represented visually.

I've spoken to @StephenAbbott about this work and how it's too much to take on for Sprint 4.

Nevertheless, while you've got your head in the code, @Lathrisk, could you add to this issue what the current state of affairs is re rendering interests. For example: which interest types map to ownership or control, and when is the share property picked up as a magnitude of the interest? What happens when an ooc statement contains multiple interests etc? (It's good to stash that info here in case we have time to think about it before the next sprint.)

Lathrisk commented 2 years ago

@kd-ods @Blueskies00

At present the functionality is fairly limited. We only use the voting-rights or shareholding interest types. We also assume that they are only ever listed once in an interests statement. The current logic generates a new array with a single key for either voting-rights or shareholding. In effect this means that if, for example, shareholding occurs multiple times in the interests array then we overwrite previous values with the following data (it ingests them sequentially).

I think there are a number of options in how we can improve this, and I hope the details above help. Let me know if anything is unclear or needs further discussion.

kd-ods commented 11 months ago

@StephenAbbott - we'll need to specify the intended behaviour of the visualiser with regard to the different interest types, their classification as ownership or control, and the use of the share property. I'll look at that this week.

(There is a review of interest modelling in BODS in the feature pipeline. We can note any issues raised by this visualisation work on that ticket if appropriate.)

kd-ods commented 11 months ago

Here is a draft spec of expected behaviour. I've needed to review use of dotted lines to represent indirect interests too. @codemacabre - is the way that I've specced this out ok? Is there any other information that you need? Are there any elements of the spec that need to be reconsidered?

NB: The Visualiser docs should be updated as the final stage of this work.

kd-ods commented 3 months ago

I've updated the draft spec of expected behaviour following the release of BODS 0.4.

codemacabre commented 3 weeks ago

The new version of the graph @Blueskies00 posted at the start of this issue is now as follows:

Image