docs: review backlog after backtest ui sprint

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Bu5hm4nn
2026-03-24 19:38:07 +01:00
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@@ -414,12 +414,66 @@ DATA-001 (Price Feed)
**Dependencies:** BT-003, BT-001A **Dependencies:** BT-003, BT-001A
### BT-001B: Backtest Defaults from Saved Portfolio [P1, S] **[depends: BT-001A, PORT-001A]**
**As a** portfolio manager, **I want** the backtest forms to prefill from my saved portfolio settings **so that** I do not have to re-enter start value, start price, weight, and loan inputs across pages.
**Acceptance Criteria:**
- `/backtests` defaults derive from the canonical saved portfolio/settings state
- `/event-comparison` defaults derive from the same canonical saved portfolio/settings state
- UI makes the implied starting position explicit (start value, start price, weight)
- Changes in settings are reflected in both backtest pages on reload
- Browser test verifies saved settings influence backtest defaults
**Technical Notes:**
- Reuse the existing portfolio/settings persistence path
- Avoid duplicating position-derivation logic between settings and backtest pages
- Keep BT-001A/BT-003A read-only with respect to persistence; settings remains the source of truth
**Dependencies:** BT-001A, PORT-001A
### BT-003B: Event Comparison Drilldown [P1, M] **[depends: BT-003A]**
**As a** portfolio manager, **I want** to inspect why one ranked strategy beat another **so that** the comparison page explains survival, cost, and path behavior instead of only showing a summary table.
**Acceptance Criteria:**
- Selecting a ranked strategy shows its daily path details
- UI exposes at least:
- margin call days hedged/unhedged
- total option payoff realized
- total hedge cost
- final equity
- UI highlights the worst LTV point and any breach dates
- User can compare the selected strategy path against the unhedged baseline and one other ranked strategy
- Browser test verifies drilldown content updates when selecting a ranked result
**Technical Notes:**
- Reuse existing `daily_path` and summary metrics from BT-001/BT-003 results
- Keep this slice read-only; no saved reports required yet
- Prefer progressive disclosure below the ranked table rather than a separate workflow
**Dependencies:** BT-003A
### BT-001C: Shared Historical Fixture/Test Provider Cleanup [P2, S] **[depends: BT-001A, BT-003A]**
**As a** developer, **I want** one shared deterministic historical fixture provider for backtest UI paths **so that** seeded browser tests and demo scenarios stay consistent and do not duplicate historical-window logic.
**Acceptance Criteria:**
- Deterministic historical fixture/provider logic is centralized instead of duplicated across page-specific services
- Supported seeded windows are explicit and fail closed outside allowed ranges
- Both `/backtests` and `/event-comparison` use the shared deterministic provider in browser-tested demo paths
- Tests cover the supported-window contract and failure mode
**Technical Notes:**
- Prefer a small shared test/demo provider abstraction over page-local fixture classes
- Keep live providers separate from deterministic seeded UI/demo behavior
**Dependencies:** BT-001A, BT-003A
## Implementation Priority Queue ## Implementation Priority Queue
1. **BT-001A** - Put the synthetic backtest engine behind a thin product UI/read path 1. **BT-001B** - Prefill backtest UIs from canonical saved portfolio settings
2. **BT-003A** - Expose event preset comparisons in the UI 2. **BT-003B** - Add event-comparison drilldown and explanation of ranking outcomes
3. **PORT-003** - Historical LTV visibility and export groundwork 3. **PORT-003** - Historical LTV visibility and export groundwork
4. **BT-002** - Upgrade backtests to real daily options snapshots 4. **BT-002** - Upgrade backtests to real daily options snapshots
5. **EXEC-001** - Core user workflow 5. **BT-001C** - Consolidate deterministic historical fixture/demo provider logic
6. **EXEC-002** - Execution capability 6. **EXEC-001** - Core user workflow
7. Remaining features 7. **EXEC-002** - Execution capability
8. Remaining features