id: CORE-001D1
title: Portfolio Persistence Serialization Seam
status: done
priority: P1
effort: M
depends_on:
  - CORE-001B
  - CORE-001C
tags:
  - core
  - decimal
  - persistence
  - workspace
summary: Portfolio and workspace persistence now use an explicit unit-aware schema with strict validation and atomic saves.
completed_notes:
  - Added `schema_version: 2` persistence envelopes for portfolio/workspace config storage.
  - Persisted bookkeeping-sensitive numeric values now carry explicit unit or currency metadata.
  - Load path now rejects invalid JSON, unsupported schema versions, malformed payload shapes, and incomplete v2 payloads.
  - Save path now validates before writing and replaces files atomically.
  - Invalid workspace config files are no longer treated as routeable workspaces.
  - Legacy non-workspace routes were removed so canonical workspace URLs are the only supported dashboard paths.
  - Validated with unit tests, `make build`, and live Playwright on `main`.