docs: record CORE-002B completion

docs/roadmap/ROADMAP.yaml

@@ -11,8 +11,8 @@ notes:
   - One task lives in one YAML file and changes state by moving between status folders.
   - Priority ordering is maintained here so agents can parse one short file first.
 priority_queue:
-  - CORE-002B
   - CORE-001D
+  - CORE-002C
   - BT-003B
   - CORE-002
   - PORT-003
@@ -25,12 +25,12 @@ priority_queue:
   - OPS-001
   - BT-003
 recently_completed:
+  - CORE-002B
   - CORE-002A
   - CORE-001D1
   - SEC-001
   - SEC-001A
   - CORE-001A
-  - CORE-001B
 states:
   backlog:
     - DATA-002A
@@ -45,7 +45,7 @@ states:
     - BT-001C
     - CORE-001D
     - CORE-002
-    - CORE-002B
+    - CORE-002C
   in_progress: []
   done:
     - DATA-001
@@ -65,5 +65,6 @@ states:
     - CORE-001B
     - CORE-001C
     - CORE-002A
+    - CORE-002B
   blocked: []
   cancelled: []

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

@@ -21,7 +21,8 @@ acceptance_criteria:
   - 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.
-  - Next suggested slice is `CORE-002B`: apply the same explicit quote-unit model to the next visible ounce-based path, especially hedge/runtime portfolio displays that still assume ounce-native spots.
+  - `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

@@ -0,0 +1,22 @@
+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-002B-hedge-quote-unit-rollout.yaml

@@ -0,0 +1,21 @@
+id: CORE-002B
+title: Hedge and Strategy Runtime Quote Unit Rollout
+status: done
+priority: P0
+effort: M
+depends_on:
+  - CORE-002A
+  - CORE-001B
+tags:
+  - core
+  - units
+  - hedge
+  - pricing
+summary: Hedge/runtime displays now use the explicit instrument-aware GLD share->USD/ozt conversion seam.
+completed_notes:
+  - Hedge page now resolves a live converted collateral spot through the shared quote-unit seam.
+  - Runtime hedge snapshots now recompute `gold_value`, `net_equity`, and related metrics from the converted spot instead of overwriting spot text only.
+  - Cached legacy GLD quotes continue to work through the existing quote normalization seam.
+  - Hedge UI text now distinguishes converted collateral spot from configured entry-price fallback.
+  - Added focused tests for quote resolution, runtime snapshot correctness, workspace seam behavior, and browser-visible hedge behavior.
+  - Validated with focused pytest coverage, `make build`, and live Playwright on `main`.