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vault-dash/docs/roadmap/done/CORE-002C-historical-workspace-share-conversion.yaml
2026-03-25 21:59:34 +01:00

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id: CORE-002C
title: Historical Workspace Collateral to GLD Share Conversion Alignment
status: done
priority: P1
effort: M
depends_on:
- CORE-002A
- CORE-001C
tags:
- core
- units
- backtesting
- event-comparison
summary: Historical workspace defaults now convert persisted collateral weight into GLD share units through instrument metadata instead of dividing raw USD notional by historical entry spot.
completed_notes:
- Added `asset_quantity_from_workspace_config(...)` in `app/domain/backtesting_math.py`.
- Backtests and event comparison workspace defaults now seed GLD historical units from stored collateral weight via the instrument metadata seam.
- Added regressions for workspace-seeded historical defaults and route-level browser checks.
- Follow-up UX hardening now explains undercollateralized historical starts with user-facing validation instead of raw internal model errors.