feat(PORT-001A): add collateral entry basis settings

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2026-03-24 00:38:13 +01:00
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@@ -272,13 +272,30 @@ DATA-001 (Price Feed)
**Dependencies:** stable deployed app on VPS
### PORT-001A: Collateral Entry Basis in Settings [P1, M] **[depends: PORT-001]**
**As a** portfolio manager, **I want** to store my collateral entry basis **so that** the dashboard can derive position size consistently from either cost basis or weight.
**Acceptance Criteria:**
- Settings supports entering either:
- total collateral start value **and** entry price, or
- gold weight directly
- Updating one mode calculates the other representation automatically
- Persist both the chosen input mode and the derived values needed by the app
- Validation prevents impossible or contradictory values (zero/negative price, value, or weight)
- UI makes the relationship explicit: `weight = start_value / entry_price`
- Browser-visible test covers switching modes and saving derived values
**Technical Notes:**
- Extend `PortfolioConfig` / settings persistence with entry-basis fields
- Keep overview and other consumers compatible with existing portfolio settings
- Prefer a single canonical stored representation plus derived display fields to avoid drift
**Dependencies:** PORT-001
## Implementation Priority Queue
1. **DATA-002A** - Fix options UX/performance regression
2. **DATA-001A** - Remove misleading mock overview price
3. **OPS-001** - Add Caddy route once app behavior is stable
4. **DATA-003** - Risk metrics
5. **PORT-002** - Risk management safety
6. **EXEC-001** - Core user workflow
7. **EXEC-002** - Execution capability
8. Remaining features
1. **PORT-001A** - Add collateral entry basis and derived weight/value handling in settings
2. **PORT-002** - Risk management safety
3. **EXEC-001** - Core user workflow
4. **EXEC-002** - Execution capability
5. Remaining features