From 68cb2aa51adc09d55131b7626264108fabdd29c5 Mon Sep 17 00:00:00 2001
From: Bu5hm4nn <bu5hm4nn@users.noreply.github.com>
Date: Tue, 24 Mar 2026 19:01:55 +0100
Subject: [PATCH] docs: update workflow and backtest UI backlog

---
 AGENTS.md       |  6 ++++
 docs/ROADMAP.md | 73 +++++++++++++++++++++++++++++++++++++++++++++----
 2 files changed, 73 insertions(+), 6 deletions(-)

diff --git a/AGENTS.md b/AGENTS.md
index 629c2e3..347d056 100644
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -40,6 +40,12 @@
    - Do not merge worktree changes back based only on compile/test results.
    - Review first, then integrate.
 
+9. **Review the backlog after each sprint.**
+   - After each completed sprint or merged feature slice, review `docs/ROADMAP.md`.
+   - Add any new backlog items uncovered during implementation, testing, review, or deployment.
+   - Reorder priorities and update dependencies based on new knowledge.
+   - Capture follow-up work explicitly instead of relying on memory or chat context.
+
 ## Project Learnings
 
 ### NiceGUI layout constraint
diff --git a/docs/ROADMAP.md b/docs/ROADMAP.md
index e3d8ee9..06190f4 100644
--- a/docs/ROADMAP.md
+++ b/docs/ROADMAP.md
@@ -352,13 +352,74 @@ DATA-001 (Price Feed)
 
 **Dependencies:** BT-001
 
+### BT-001A: Backtest Scenario Runner UI [P1, M] **[depends: BT-001, EXEC-001A, PORT-001]**
+**As a** portfolio manager, **I want** a thin backtest page where I can run a synthetic scenario and inspect the result **so that** the BT-001 engine is available through the product UI instead of only tests/services.
+
+**Acceptance Criteria:**
+- Add a backtest page with a simple scenario form for:
+  - symbol
+  - start date
+  - end date
+  - template selection
+  - underlying units
+  - entry spot
+  - loan amount
+  - margin call LTV
+- Running the form executes the existing BT-001 synthetic backtest service
+- Results show at least:
+  - start value
+  - end unhedged value
+  - end hedged net value
+  - total hedge cost
+  - max LTV unhedged / hedged
+  - margin-call outcome
+- Results include a visible daily path chart/table comparing unhedged vs hedged values
+- Invalid scenarios surface user-visible validation errors instead of server errors
+- Browser test verifies the page can run one deterministic scenario end-to-end
+
+**Technical Notes:**
+- Keep this slice read-only and in-process; no run persistence required yet
+- Reuse existing BT-001 models/services rather than adding a second execution path
+- Prefer a single page that renders metrics first and a compact path visualization second
+- Do not block on historical option snapshot providers; synthetic pricing is sufficient for the first UI slice
+
+**Dependencies:** BT-001, EXEC-001A, PORT-001
+
+### BT-003A: Event Comparison UI Read Path [P1, M] **[depends: BT-003, BT-001A]**
+**As a** portfolio manager, **I want** to select a named selloff event and compare template outcomes in the UI **so that** event-comparison results are visible without invoking services manually.
+
+**Acceptance Criteria:**
+- Add an event comparison page or section that lets the user select:
+  - event preset
+  - one or more strategy templates
+  - initial portfolio inputs
+- Running the comparison executes the existing BT-003 comparison service
+- UI displays ranked strategy results with at least:
+  - rank
+  - template name
+  - survived margin call
+  - max hedged LTV
+  - hedge cost
+  - final equity
+- UI shows the selected event window metadata and the scenario dates actually used
+- UI shows at least one simple visual comparison of hedged vs unhedged path behavior
+- Empty template selection and invalid inputs surface user-visible validation states
+- Browser test verifies one seeded event preset comparison renders ranked results
+
+**Technical Notes:**
+- Start with existing seeded event presets from `config/event_presets.json`
+- Keep this slice read-only; no saved reports/downloads required yet
+- Reuse `EventComparisonService` and avoid duplicating ranking logic in the UI layer
+- Keep the output intentionally thin: ranked table first, deeper charts/details later
+
+**Dependencies:** BT-003, BT-001A
+
 ## Implementation Priority Queue
 
-1. **EXEC-001A** - Define named strategy templates as the foundation for backtesting
-2. **BT-001** - Ship synthetic historical backtesting over GLD history
+1. **BT-001A** - Put the synthetic backtest engine behind a thin product UI/read path
+2. **BT-003A** - Expose event preset comparisons in the UI
 3. **PORT-003** - Historical LTV visibility and export groundwork
 4. **BT-002** - Upgrade backtests to real daily options snapshots
-5. **BT-003** - Event comparison reporting
-6. **EXEC-001** - Core user workflow
-7. **EXEC-002** - Execution capability
-8. Remaining features
+5. **EXEC-001** - Core user workflow
+6. **EXEC-002** - Execution capability
+7. Remaining features