docs: record CORE-002 completion

docs/roadmap/ROADMAP.yaml

@@ -12,10 +12,7 @@ notes:
   - Priority ordering is maintained here so agents can parse one short file first.
 priority_queue:
   - CORE-001D
-  - CORE-002C
   - BT-003B
-  - BT-003B
-  - CORE-002
   - PORT-003
   - BT-002
   - BT-001C
@@ -26,12 +23,12 @@ priority_queue:
   - OPS-001
   - BT-003
 recently_completed:
+  - CORE-002
+  - CORE-002C
   - CORE-001D2B
   - CORE-001D2A
   - CORE-002B
   - CORE-002A
-  - CORE-001D1
-  - SEC-001
 states:
   backlog:
     - DATA-002A
@@ -45,8 +42,6 @@ states:
     - BT-003B
     - BT-001C
     - CORE-001D
-    - CORE-002
-    - CORE-002C
   in_progress: []
   done:
     - DATA-001
@@ -67,7 +62,9 @@ states:
     - CORE-001C
     - CORE-001D2A
     - CORE-001D2B
+    - CORE-002
     - CORE-002A
     - CORE-002B
+    - CORE-002C
   blocked: []
   cancelled: []

docs/roadmap/backlog/CORE-002-instrument-aware-quote-units.yaml

@@ -1,28 +0,0 @@
-id: CORE-002
-title: Instrument-Aware Quote Units and Conversion Multipliers
-status: backlog
-priority: P0
-effort: M
-depends_on:
-  - CORE-001A
-  - CORE-001B
-  - CORE-001C
-tags: [core, units, pricing, domain]
-summary: >
-  Complete the instrument-aware quote-unit rollout so quoted instruments like GLD are
-  handled explicitly as USD/share and only converted to ounce-equivalent values through
-  named metadata-backed seams.
-acceptance_criteria:
-  - GLD quotes are modeled explicitly as prices per share, not as ambiguous gold-ounce prices.
-  - Instrument metadata encodes that 1 GLD share represents 0.1 troy ounces of gold exposure.
-  - Storage/domain value classes know the unit relationship and convert correctly when calculations combine instrument prices with ounce-based quantities.
-  - Cross-unit operations fail closed when no explicit instrument conversion path exists.
-  - Visible ounce-based pages beyond overview use the explicit conversion seam instead of heuristic fallbacks.
-  - Tests cover GLD share <-> troy-ounce conversion and reject unsupported mixed-unit operations.
-technical_notes:
-  - `CORE-002A` is complete: overview now uses explicit GLD share -> USD/ozt conversion with quote-unit metadata and cache normalization.
-  - `CORE-002B` is complete: hedge/runtime displays now use the explicit converted collateral spot seam and recompute runtime snapshots from that spot.
-  - Remaining suggested slice is `CORE-002C`: historical/workspace collateral conversion alignment for backtests/event-style GLD share defaults.
-  - Prefer explicit instrument/unit types over ad hoc scale factors in page/service code.
-  - This should integrate with the Decimal/unit-safe domain model rather than bypass it with raw floats.
-  - Consider extending historical/unit types so both live overview paths and backtesting/event paths can share the same conversion rules.

docs/roadmap/backlog/CORE-002C-historical-workspace-share-conversion.yaml

@@ -1,22 +0,0 @@
-id: CORE-002C
-title: Historical Workspace Collateral to GLD Share Conversion Alignment
-status: backlog
-priority: P1
-effort: M
-depends_on:
-  - CORE-002A
-  - CORE-001C
-tags:
-  - core
-  - units
-  - backtesting
-  - event-comparison
-summary: Align workspace-derived collateral defaults with explicit GLD share semantics in historical/backtest-style paths so workspace collateral is converted through named metadata rather than ad hoc share assumptions.
-acceptance_criteria:
-  - Backtest/event-style workspace seeding uses explicit metadata-backed collateral/share conversion rules.
-  - Historical/unit materialization remains compatible while avoiding ambiguous share-vs-ounce assumptions.
-  - Unsupported or missing conversion metadata fails closed.
-  - Tests cover workspace-derived default seeding and changed browser-visible read paths where relevant.
-technical_notes:
-  - Likely file targets include `app/domain/backtesting_math.py`, `app/services/backtesting/ui_service.py`, `app/services/backtesting/comparison.py`, and `app/services/event_comparison_ui.py`.
-  - Reuse the instrument metadata seam introduced in `CORE-002A`/`CORE-002B`.

docs/roadmap/done/CORE-002-instrument-aware-quote-units.yaml

@@ -0,0 +1,20 @@
+id: CORE-002
+title: Instrument-Aware Quote Units and Conversion Multipliers
+status: done
+priority: P0
+effort: M
+depends_on:
+  - CORE-001A
+  - CORE-001B
+  - CORE-001C
+tags:
+  - core
+  - units
+  - pricing
+  - domain
+summary: Instrument-aware quote-unit semantics are now rolled out across overview, hedge/runtime, and historical workspace-derived paths.
+completed_notes:
+  - `CORE-002A`: overview now treats GLD quotes as USD/share and converts through explicit instrument metadata.
+  - `CORE-002B`: hedge/runtime now recomputes live collateral metrics from converted quote-unit semantics.
+  - `CORE-002C`: historical/backtest/event workspace defaults now convert stored collateral weight into GLD share units explicitly.
+  - Unsupported or missing conversion metadata fails closed instead of being guessed.

docs/roadmap/done/CORE-002C-historical-workspace-share-conversion.yaml

@@ -0,0 +1,19 @@
+id: CORE-002C
+title: Historical Workspace Collateral to GLD Share Conversion Alignment
+status: done
+priority: P1
+effort: M
+depends_on:
+  - CORE-002A
+  - CORE-001C
+tags:
+  - core
+  - units
+  - backtesting
+  - event-comparison
+summary: Historical workspace defaults now convert persisted collateral weight into GLD share units through instrument metadata instead of dividing raw USD notional by historical entry spot.
+completed_notes:
+  - Added `asset_quantity_from_workspace_config(...)` in `app/domain/backtesting_math.py`.
+  - Backtests and event comparison workspace defaults now seed GLD historical units from stored collateral weight via the instrument metadata seam.
+  - Added regressions for workspace-seeded historical defaults and route-level browser checks.
+  - Follow-up UX hardening now explains undercollateralized historical starts with user-facing validation instead of raw internal model errors.