fix(workspaces): seed new defaults from live quote

app/domain/portfolio_math.py

@@ -159,13 +159,11 @@ def strategy_benefit_per_unit(strategy: Mapping[str, Any], *, current_spot: floa
     return round(float(benefit), 2)
 
 
-def resolve_portfolio_spot_from_quote(
+def resolve_collateral_spot_from_quote(
-    config: PortfolioConfig,
     quote: Mapping[str, object],
     *,
     fallback_symbol: str | None = None,
-) -> tuple[float, str, str]:
+) -> tuple[float, str, str] | None:
-    configured_price = float(config.entry_price or 0.0)
     quote_price = _safe_quote_price(quote.get("price"))
     quote_source = str(quote.get("source", "unknown"))
     quote_updated_at = str(quote.get("updated_at", ""))
@@ -173,12 +171,12 @@ def resolve_portfolio_spot_from_quote(
     quote_unit = str(quote.get("quote_unit", "")).strip().lower()
 
     if quote_price <= 0 or not quote_symbol or quote_unit != "share":
-        return configured_price, "configured_entry_price", ""
+        return None
 
     try:
         metadata = instrument_metadata(quote_symbol)
     except ValueError:
-        return configured_price, "configured_entry_price", ""
+        return None
 
     converted_spot = metadata.price_per_weight_from_asset_price(
         PricePerAsset(amount=decimal_from_float(quote_price), currency=BaseCurrency.USD, symbol=quote_symbol),
@@ -187,6 +185,19 @@ def resolve_portfolio_spot_from_quote(
     return _decimal_to_float(converted_spot.amount), quote_source, quote_updated_at
 
 
+def resolve_portfolio_spot_from_quote(
+    config: PortfolioConfig,
+    quote: Mapping[str, object],
+    *,
+    fallback_symbol: str | None = None,
+) -> tuple[float, str, str]:
+    resolved = resolve_collateral_spot_from_quote(quote, fallback_symbol=fallback_symbol)
+    if resolved is not None:
+        return resolved
+    configured_price = float(config.entry_price or 0.0)
+    return configured_price, "configured_entry_price", ""
+
+
 def portfolio_snapshot_from_config(
     config: PortfolioConfig | None = None,
     *,

app/main.py

@@ -17,11 +17,13 @@ from nicegui import ui  # type: ignore[attr-defined]
 
 import app.pages  # noqa: F401
 from app.api.routes import router as api_router
+from app.domain.portfolio_math import resolve_collateral_spot_from_quote
+from app.models.portfolio import build_default_portfolio_config
 from app.models.workspace import WORKSPACE_COOKIE, get_workspace_repository
 from app.services import turnstile as turnstile_service
 from app.services.cache import CacheService
 from app.services.data_service import DataService
-from app.services.runtime import set_data_service
+from app.services.runtime import get_data_service, set_data_service
 
 logging.basicConfig(level=os.getenv("LOG_LEVEL", "INFO"))
 logger = logging.getLogger(__name__)
@@ -169,7 +171,18 @@ async def bootstrap_workspace(
     ):
         return RedirectResponse(url="/?captcha_error=1", status_code=303)
 
-    workspace_id = get_workspace_repository().create_workspace_id()
+    repo = get_workspace_repository()
+    config = build_default_portfolio_config()
+    try:
+        data_service = get_data_service()
+        quote = await data_service.get_quote(data_service.default_symbol)
+        resolved_spot = resolve_collateral_spot_from_quote(quote, fallback_symbol=data_service.default_symbol)
+        if resolved_spot is not None:
+            config = build_default_portfolio_config(entry_price=resolved_spot[0])
+    except Exception as exc:
+        logger.warning("Falling back to static default workspace seed: %s", exc)
+
+    workspace_id = repo.create_workspace_id(config=config)
     response = RedirectResponse(url=f"/{workspace_id}", status_code=303)
     response.set_cookie(
         key=WORKSPACE_COOKIE,

app/models/portfolio.py

@@ -16,6 +16,17 @@ _DEFAULT_GOLD_OUNCES = 100.0
 _LEGACY_DEFAULT_GOLD_OUNCES = 1_000.0
 
 
+def build_default_portfolio_config(*, entry_price: float | None = None) -> "PortfolioConfig":
+    resolved_entry_price = float(entry_price) if entry_price is not None else _DEFAULT_ENTRY_PRICE
+    gold_value = resolved_entry_price * _DEFAULT_GOLD_OUNCES
+    return PortfolioConfig(
+        gold_value=gold_value,
+        entry_price=resolved_entry_price,
+        gold_ounces=_DEFAULT_GOLD_OUNCES,
+        entry_basis_mode="value_price",
+    )
+
+
 @dataclass(frozen=True)
 class LombardPortfolio:
     """Lombard loan portfolio backed by physical gold."""
@@ -122,8 +133,9 @@ class PortfolioConfig:
             raise ValueError("Gold weight must be positive")
 
         if self.gold_value is None and self.gold_ounces is None:
-            self.gold_value = _DEFAULT_GOLD_VALUE
+            default = build_default_portfolio_config(entry_price=self.entry_price)
-            self.gold_ounces = self.gold_value / self.entry_price
+            self.gold_value = default.gold_value
+            self.gold_ounces = default.gold_ounces
             return
 
         if self.gold_value is None and self.gold_ounces is not None:

app/models/workspace.py

@@ -4,7 +4,7 @@ import re
 from pathlib import Path
 from uuid import uuid4
 
-from app.models.portfolio import PortfolioConfig, PortfolioRepository
+from app.models.portfolio import PortfolioConfig, PortfolioRepository, build_default_portfolio_config
 
 WORKSPACE_COOKIE = "workspace_id"
 _WORKSPACE_ID_RE = re.compile(
@@ -35,17 +35,22 @@ class WorkspaceRepository:
             return False
         return True
 
-    def create_workspace(self, workspace_id: str | None = None) -> PortfolioConfig:
+    def create_workspace(
+        self,
+        workspace_id: str | None = None,
+        *,
+        config: PortfolioConfig | None = None,
+    ) -> PortfolioConfig:
         resolved_workspace_id = workspace_id or str(uuid4())
         if not self.is_valid_workspace_id(resolved_workspace_id):
             raise ValueError("workspace_id must be a UUID4 string")
-        config = PortfolioConfig()
+        created_config = config or build_default_portfolio_config()
-        self.save_portfolio_config(resolved_workspace_id, config)
+        self.save_portfolio_config(resolved_workspace_id, created_config)
-        return config
+        return created_config
 
-    def create_workspace_id(self) -> str:
+    def create_workspace_id(self, *, config: PortfolioConfig | None = None) -> str:
         workspace_id = str(uuid4())
-        self.create_workspace(workspace_id)
+        self.create_workspace(workspace_id, config=config)
         return workspace_id
 
     def load_portfolio_config(self, workspace_id: str) -> PortfolioConfig:

tests/test_workspace.py

@@ -75,10 +75,24 @@ def test_root_without_workspace_cookie_shows_welcome_page(tmp_path, monkeypatch)
 def test_bootstrap_endpoint_requires_turnstile_and_creates_workspace_cookie_and_redirects(
     tmp_path, monkeypatch
 ) -> None:
+    from app import main as main_module
     from app.services import turnstile as turnstile_module
 
+    class _QuoteDataService:
+        default_symbol = "GLD"
+
+        async def get_quote(self, symbol: str) -> dict[str, object]:
+            return {
+                "symbol": symbol,
+                "price": 404.19,
+                "quote_unit": "share",
+                "source": "test",
+                "updated_at": "2026-03-25T00:00:00+00:00",
+            }
+
     repo = _install_workspace_repo(tmp_path, monkeypatch)
     monkeypatch.setattr(turnstile_module, "verify_turnstile_token", lambda *args, **kwargs: True)
+    monkeypatch.setattr(main_module, "get_data_service", lambda: _QuoteDataService())
 
     with TestClient(app) as client:
         response = client.post(
@@ -94,6 +108,11 @@ def test_bootstrap_endpoint_requires_turnstile_and_creates_workspace_cookie_and_
     assert repo.workspace_exists(workspace_id)
     assert response.cookies.get("workspace_id") == workspace_id
 
+    created = repo.load_portfolio_config(workspace_id)
+    assert created.entry_price == 4041.9
+    assert created.gold_ounces == 100.0
+    assert created.gold_value == 404190.0
+
 
 def test_root_with_valid_workspace_cookie_redirects_to_workspace(tmp_path, monkeypatch) -> None:
     repo = _install_workspace_repo(tmp_path, monkeypatch)