feat(PORT-003): add historical ltv charts

docs/roadmap/ROADMAP.yaml

@@ -13,7 +13,6 @@ notes:
   - Pre-alpha policy: we may cut or replace old features without backward compatibility until alpha is declared.
   - Alpha migration policy: once alpha is declared, compatibility only needs to move forward; backward migrations are not required.
 priority_queue:
-  - PORT-003
   - BT-002
   - BT-001C
   - EXEC-001
@@ -23,6 +22,7 @@ priority_queue:
   - OPS-001
   - BT-003
 recently_completed:
+  - PORT-003
   - BT-003B
   - CORE-001D
   - CORE-001D3C
@@ -41,7 +41,6 @@ states:
     - DATA-002A
     - DATA-001A
     - OPS-001
-    - PORT-003
     - EXEC-001
     - EXEC-002
     - BT-002
@@ -55,6 +54,7 @@ states:
     - PORT-001
     - PORT-001A
     - PORT-002
+    - PORT-003
     - PORT-004
     - SEC-001
     - SEC-001A

docs/roadmap/backlog/PORT-003-historical-ltv-chart.yaml

@@ -1,13 +0,0 @@
-id: PORT-003
-title: Historical LTV Chart
-status: backlog
-priority: P2
-effort: M
-depends_on:
-  - PORT-001
-tags: [portfolio, history, charts]
-summary: Record and display historical LTV snapshots.
-acceptance_criteria:
-  - Store LTV snapshots over time.
-  - Display 7/30/90 day charts with the margin threshold line.
-  - Allow export as CSV.

docs/roadmap/done/PORT-003-historical-ltv-chart.yaml

@@ -0,0 +1,19 @@
+id: PORT-003
+title: Historical LTV Chart
+status: done
+priority: P2
+effort: M
+depends_on:
+  - PORT-001
+tags:
+  - portfolio
+  - history
+  - charts
+summary: Workspace-scoped LTV snapshots are now recorded over time and rendered on the overview page with CSV export.
+completed_notes:
+  - Added structured workspace-scoped LTV snapshot persistence in `app/models/ltv_history.py`.
+  - Added chart-range and CSV export support in `app/services/ltv_history.py`.
+  - Updated `app/pages/overview.py` to record snapshots, display 7/30/90 day LTV charts with the margin threshold line, and expose `Export CSV`.
+  - Added focused regression coverage in `tests/test_ltv_history.py` for persistence, same-day replacement, range filtering, and CSV export.
+  - Added a Playwright regression test in `tests/test_overview_ltv_history_playwright.py` covering the exact changed route, live rendered chart series on the overview page, and CSV download path on `/{workspace_id}`.
+  - Manual local Docker validation confirmed the stack starts cleanly, `/health` returns OK, and the Docker-served overview route renders the LTV history UI without visible runtime errors.