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vault-dash/docs/roadmap/done/CORE-001D1-persistence-seam.yaml
2026-03-25 13:35:54 +01:00

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YAML

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`.