docs: split CORE-002 into rollout slices

docs/roadmap/ROADMAP.yaml

@@ -11,9 +11,10 @@ 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-002
+  - CORE-002B
   - CORE-001D
   - BT-003B
+  - CORE-002
   - PORT-003
   - BT-002
   - BT-001C
@@ -24,12 +25,12 @@ priority_queue:
   - OPS-001
   - BT-003
 recently_completed:
+  - CORE-002A
   - CORE-001D1
   - SEC-001
   - SEC-001A
   - CORE-001A
   - CORE-001B
-  - CORE-001C
 states:
   backlog:
     - DATA-002A
@@ -44,6 +45,7 @@ states:
     - BT-001C
     - CORE-001D
     - CORE-002
+    - CORE-002B
   in_progress: []
   done:
     - DATA-001
@@ -62,5 +64,6 @@ states:
     - CORE-001A
     - CORE-001B
     - CORE-001C
+    - CORE-002A
   blocked: []
   cancelled: []

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

@@ -9,15 +9,19 @@ depends_on:
   - CORE-001C
 tags: [core, units, pricing, domain]
 summary: >
-  Model quoted instruments with explicit asset/share units and conversion multipliers
+  Complete the instrument-aware quote-unit rollout so quoted instruments like GLD are
-  so prices like GLD are never misinterpreted as physical-gold ounce prices.
+  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.
+  - 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.
   - 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-002B-hedge-quote-unit-rollout.yaml

@@ -0,0 +1,23 @@
+id: CORE-002B
+title: Hedge and Strategy Runtime Quote Unit Rollout
+status: backlog
+priority: P0
+effort: M
+depends_on:
+  - CORE-002A
+  - CORE-001B
+tags:
+  - core
+  - units
+  - hedge
+  - pricing
+summary: Apply explicit instrument-aware quote-unit conversions to the next visible ounce-based hedge/runtime paths so they no longer assume ounce-native spot prices.
+acceptance_criteria:
+  - Hedge/runtime displays that consume live or configured GLD spots use explicit share->ozt conversions where needed.
+  - Visible strategy/hedge labels distinguish converted collateral spot from raw share quotes when relevant.
+  - Unsupported or missing quote-unit metadata fails closed rather than silently applying raw share prices as ounce prices.
+  - Tests cover the changed hedge/runtime math and browser-visible route behavior.
+technical_notes:
+  - Likely file targets include `app/pages/hedge.py`, `app/pages/common.py`, and any service/helpers feeding hedge summary/runtime spot values.
+  - Reuse the new instrument metadata seam rather than introducing new ad hoc scale factors.
+  - Keep backtesting/event share-based paths compatible while tightening visible ounce-based paths.

docs/roadmap/done/CORE-002A-overview-quote-conversion.yaml

@@ -0,0 +1,22 @@
+id: CORE-002A
+title: Overview GLD Share Quote Conversion Seam
+status: done
+priority: P0
+effort: S
+depends_on:
+  - CORE-001A
+  - CORE-001B
+  - CORE-001C
+tags:
+  - core
+  - units
+  - pricing
+  - overview
+summary: Overview now treats GLD quotes explicitly as USD/share and converts them to USD/ozt through instrument metadata.
+completed_notes:
+  - Added `app/domain/instruments.py` with explicit instrument metadata for GLD.
+  - Encoded `1 GLD share = 0.1 ozt` and fail-closed conversions between share quantities, share prices, and troy-ounce values.
+  - Updated overview quote resolution to require explicit `quote_unit` metadata before converting share quotes to collateral spot values.
+  - Added quote payload normalization in `DataService` so cached legacy GLD quotes are upgraded safely with `quote_unit: share`.
+  - Replaced the previous ratio-based overview fallback heuristic with an explicit metadata-backed conversion seam.
+  - Added focused unit tests plus live Playwright coverage on `main`.