`portfolio_matrix` View

The portfolio_matrix view projects architectural entities onto an interactive 2D scatter matrix defined by Technical Fit (horizontal X-axis) and Business Value (vertical Y-axis). Configurable quadrant thresholds partition the matrix into the canonical Gartner TIME quadrants: Invest, Tolerate, Migrate, and Eliminate.

Visual Projection

Portfolio Matrix View displaying applications in TIME quadrants based on technical fit and business value scores

Purpose & Target Audience

Target Audience: Chief Information Officers (CIOs), Head of Enterprise Architecture, IT Strategy Directors, Portfolio Managers.
Primary Use Cases:
- Application Portfolio Management (APM) and rationalization.
- Objective TIME classification based on numeric scoring (business_value and tech_fit).
- Flagging TIME disposition discrepancies when a declared time property differs from its computed quadrant.
- Discovering unscored applications and exporting scored portfolio metrics to CSV.

Quadrant Mapping & Thresholds

By default, the matrix uses threshold (5.0, 5.0) on a 0.0 to 10.0 scale:

Quadrant	Technical Fit	Business Value	Strategic Recommendation
Invest	High ($\ge$ threshold)	High ($\ge$ threshold)	Modernize, expand capabilities, allocate growth budget.
Migrate	Low (< threshold)	High ($\ge$ threshold)	High business utility with tech debt; modernize, re-platform, or rewrite.
Tolerate	High ($\ge$ threshold)	Low (< threshold)	Sound technology with modest business utility; maintain and run as-is.
Eliminate	Low (< threshold)	Low (< threshold)	Low value and technical debt; decommission, consolidate, or sunset.

Semantic Color Standards

The platform applies consistent, executive-standard semantic colors across the Portfolio Matrix and Dashboard:

Classification	Semantic Color	Default Hex	Meaning
Invest	Emerald Green	`#10b981`	Positive investment, health, growth.
Tolerate	Amber / Orange	`#f59e0b`	Caution, maintain as-is, acceptable risk.
Migrate	Blue	`#3b82f6`	Transition, modernize, platform shift.
Eliminate	Rose Red	`#ef4444`	Decommission, sunset, legacy cost drain.
Unclassified	Slate / Gray	`#64748b`	Assessment pending or unscored.

Configuring Thresholds in `manifest.yaml`

Workspace architects can override default quadrant thresholds in manifest.yaml:

portfolio:
  quadrant_thresholds:
    tech_fit: 6.0
    business_value: 5.5

Authoring Score Blocks in DSL

Entities declare scores for business value and technical fit:

app CustomerPortal "Customer Portal Web App" {
    score {
        business_value 8.5
        tech_fit 7.0
    }
    time Invest
}

Score values outside the workspace scale (default [0.0, 10.0]) emit compiler warning NEA4009.
When an entity declares both time and a complete score block (business_value and tech_fit), a contradiction between declared disposition and computed quadrant emits compiler warning NEA4015.
View closure depth is None with no relationships allowed (portfolio_matrix views allow [] verbs).

Example View Declaration

views {
    portfolio_matrix core_app_portfolio "Application Portfolio Matrix" {
        description "TIME disposition analysis across retail banking applications"
        include app where status == "active"
    }
}

Styling TIME Points & Quadrants (`time.<value>`)

Portfolio scatter points and quadrant regions can be styled using dotted selectors prefixed by the authoring keyword time:

Authored in `.ea`	Selector	Target Element
`time Invest`	`time.Invest`	All points declaring `Invest`
`time Tolerate`	`time.Tolerate`	All points declaring `Tolerate`
`time Migrate`	`time.Migrate`	All points declaring `Migrate`
`time Eliminate`	`time.Eliminate`	All points declaring `Eliminate`

Applicable Properties

TIME style rules support point and quadrant visual presentation:

fill: Marker color and corresponding quadrant background tint at theme low-opacity.
css_class: External CSS class name for styling markers.
custom_css: Inline SVG/HTML CSS declarations.
label { ... }: Label text styling (including visible, color, font_size, font_weight).

Disallowed Properties

TIME style rules reject shape, icon, arrow, and curve_type with a hard compiler error.

Synchronized Quadrant Tinting

When a time.<value> rule sets fill, the corresponding quadrant region automatically tints with that resolved color at a subtle background opacity. For example, overriding time.Invest { fill "#059669" } recolors both the Invest points and the top-right Invest quadrant background together.

Conditional Styling with `where`

Predicates evaluate against the owning entity (app, system, capability):

views {
    portfolio_matrix core_app_portfolio "Application Portfolio Matrix" {
        include app

        # Highlight platform-owned migrate candidates
        style time.Migrate where owner == "platform" {
            fill "#2563eb"
            css_class "platform-migrate"
        }

        # Urgently flag eliminate applications with high operational cost
        style time.Eliminate where cost.amount > 100000 {
            fill "#b91c1c"
        }
    }
}

Grouped Markers and Fallbacks

Grouped Markers: When multiple entities share identical score coordinates, the clustered marker takes a resolved style only if every member resolves to the identical style. If members differ in resolved styles, the cluster renders in the neutral fallback style.
Unscored or Undeclared Entities: An entity with no declared time property renders in the neutral style.
Dynamic Legend: The matrix legend reflects resolved styles and only lists TIME classes present in the current view.

Visual Projection​

Purpose & Target Audience​

Quadrant Mapping & Thresholds​

Semantic Color Standards​

Configuring Thresholds in manifest.yaml​

Authoring Score Blocks in DSL​

Example View Declaration​

Styling TIME Points & Quadrants (time.<value>)​

Applicable Properties​

Synchronized Quadrant Tinting​

Conditional Styling with where​

Grouped Markers and Fallbacks​