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vault-dash/docs/roadmap/backlog/CORE-002C-historical-workspace-share-conversion.yaml
2026-03-25 15:53:59 +01:00

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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`.