feat(EXEC-001): add hedge strategy builder

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:
-  - EXEC-001
   - EXEC-002
   - DATA-002A
   - DATA-001A
@@ -21,6 +20,7 @@ priority_queue:
   - BT-003
   - BT-002A
 recently_completed:
+  - EXEC-001
   - BT-001C
   - BT-002
   - PORT-003
@@ -42,7 +42,6 @@ states:
     - DATA-002A
     - DATA-001A
     - OPS-001
-    - EXEC-001
     - EXEC-002
     - BT-003
     - BT-002A
@@ -59,6 +58,7 @@ states:
     - SEC-001
     - SEC-001A
     - EXEC-001A
+    - EXEC-001
     - BT-001
     - BT-001A
     - BT-001C

docs/roadmap/backlog/EXEC-001-strategy-builder.yaml

@@ -1,13 +0,0 @@
-id: EXEC-001
-title: Strategy Builder
-status: backlog
-priority: P1
-effort: L
-depends_on:
-  - DATA-003
-tags: [strategies, hedge]
-summary: Build and compare hedge strategies from the product UI.
-acceptance_criteria:
-  - Select strategy type, strikes, and expirations.
-  - Show payoff diagrams and compare cost vs protection.
-  - Store strategy templates for reuse.

docs/roadmap/done/EXEC-001-strategy-builder.yaml

@@ -0,0 +1,19 @@
+id: EXEC-001
+title: Strategy Builder
+status: done
+priority: P1
+effort: L
+depends_on:
+  - DATA-003
+tags:
+  - strategies
+  - hedge
+summary: The product now includes a thin hedge-page strategy builder that saves reusable custom templates and immediately compares their cost vs protection in the existing hedge charts.
+completed_notes:
+  - Updated `app/services/strategy_templates.py` to persist templates under `data/strategy_templates.json`, seed from the shipped default template catalog, and expose a fail-closed `create_custom_template(...)` builder API.
+  - Added custom-template coverage in `tests/test_strategy_templates.py` for persistence, duplicate-name rejection, and custom catalog rendering.
+  - Updated `app/pages/hedge.py` to add a product-visible `Strategy Builder` card where users can choose strategy type, strike inputs, and expiration days, then save a reusable template from the UI.
+  - Saved templates now immediately participate in the existing hedge-page cost/protection comparison flow by auto-selecting the new template and reusing the existing payoff/cost charts on `/{workspace_id}/hedge`.
+  - Saved templates are reusable beyond the hedge page because the same app-global repository-backed template catalog now feeds `/backtests` and `/event-comparison` template selectors.
+  - The current thin builder scope supports custom protective puts and equal-weight two-leg put ladders; richer template management and more advanced builder controls can be added later as follow-up work.
+  - Local Docker validation closed the loop on the exact changed route: `/health` returned OK, `tests/test_hedge_builder_playwright.py` passed against the Docker-served app, and the saved template was verified as reusable from `/{workspace_id}/backtests`.