chore(release): prepare v0.3.1

app/api/v1_portfolios.py

@@ -24,15 +24,19 @@ from app.core.auth import AuthContext, Permission, require_read, require_trade_w
 from app.core.config import get_settings
 from app.domain.errors import DaemonInactiveError, DaemonNotFoundError
 from app.domain.models import CorporateAction, Portfolio, PortfolioComment
-from app.domain.services import PORTFOLIO_NOT_FOUND_MESSAGE
 from app.domain.pnl import calculate_current_wac, calculate_realized_pnl
+from app.domain.services import PORTFOLIO_NOT_FOUND_MESSAGE
 from app.repositories.factory import get_portfolio_repository_from_settings
+from app.schemas.corporate_actions import (
+    CorporateActionRequest,
+    CorporateActionResponse,
+)
 from app.schemas.v1 import (
+    CorporateActionLedgerHistoryItem,
     DividendLedgerHistoryItem,
     DividendManualLedgerResponse,
     HoldingsCostBasisResponse,
     LedgerHistoryItem,
-    CorporateActionLedgerHistoryItem,
     LedgerHistoryResponse,
     LedgerTradeRequest,
     LedgerTradeResponse,
@@ -57,7 +61,6 @@ from app.schemas.v1 import (
     TradeHistoryItem,
     TradeHistoryResponse,
 )
-from app.schemas.corporate_actions import CorporateActionRequest, CorporateActionResponse
 from app.services.strategy_set_service import (
     StrategyInactiveError,
     StrategyNotFoundError,
@@ -1313,7 +1316,13 @@ def get_holdings_cost_basis(
 
 
 @router.post("/{portfolio_id}/corporate-actions", response_model=CorporateActionResponse, status_code=status.HTTP_201_CREATED)
-def create_corporate_action(portfolio_id: str, payload: CorporateActionRequest, response: Response, auth: AuthContext = Depends(require_trade_write), idempotency_key: str = Header(..., alias="Idempotency-Key")):
+def create_corporate_action(
+    portfolio_id: str,
+    payload: CorporateActionRequest,
+    response: Response,
+    auth: AuthContext = Depends(require_trade_write),  # noqa: B008 - FastAPI dependency declaration
+    idempotency_key: str = Header(..., alias="Idempotency-Key"),
+):
     if not idempotency_key or not idempotency_key.strip():
         raise HTTPException(status_code=422, detail="Idempotency-Key must not be empty")
     repo = _get_repo()
@@ -1328,7 +1337,7 @@ def create_corporate_action(portfolio_id: str, payload: CorporateActionRequest,
         from app.domain.corporate_actions import canonical_payload_hash
         digest = canonical_payload_hash(payload)
         # The repository derives all WAC and immutable snapshot fields under its row lock.
-        action = CorporateAction(str(uuid.uuid4()), portfolio_id, portfolio.asset_id, payload.action_type, payload.effective_date, payload.quantity_before, payload.quantity_after, Decimal("0"), Decimal("0"), Decimal("0"), Decimal(str(portfolio.cash_balance)), Decimal(str(portfolio.profit_buffer)), payload.evidence_ref, idempotency_key, digest, 0, auth.user_id)
+        action = CorporateAction(str(uuid.uuid4()), portfolio_id, portfolio.asset_id, payload.action_type, payload.effective_date, payload.quantity_before, payload.quantity_after, Decimal(0), Decimal(0), Decimal(0), Decimal(str(portfolio.cash_balance)), Decimal(str(portfolio.profit_buffer)), payload.evidence_ref, idempotency_key, digest, 0, auth.user_id)
         saved = repo.record_corporate_action(portfolio_id, action=action, idempotency_key=idempotency_key, payload_hash=digest)
         return CorporateActionResponse(**saved.__dict__)
     except ValueError as exc:

app/cli/commands/portfolio.py

@@ -288,10 +288,14 @@ def corporate_action_portfolio(
     force: bool = typer.Option(False, "--force"),
 ) -> None:
     """Record an auditable stock consolidation without a trade."""
+    import uuid
     from datetime import date
     from decimal import Decimal
-    import uuid
-    from app.domain.corporate_actions import calculate_stock_consolidation, canonical_payload_hash
+
+    from app.domain.corporate_actions import (
+        calculate_stock_consolidation,
+        canonical_payload_hash,
+    )
     from app.domain.models import CorporateAction
     if action_type != "stock_consolidation":
         ctx.obj.console.print("Error: INVALID_CORPORATE_ACTION_TYPE")
@@ -312,7 +316,7 @@ def corporate_action_portfolio(
             raise ValueError("Idempotency-Key must not be empty")
         payload = {"action_type": action_type, "effective_date": day.isoformat(), "quantity_before": str(quantity_before), "quantity_after": str(quantity_after), "evidence_ref": evidence_ref, "confirm_daemon_managed": False}
         digest = canonical_payload_hash(payload)
-        calc = calculate_stock_consolidation(Decimal(str(quantity_before)), Decimal(str(quantity_after)), Decimal("0"))
+        calc = calculate_stock_consolidation(Decimal(str(quantity_before)), Decimal(str(quantity_after)), Decimal(0))
         action = CorporateAction(str(uuid.uuid4()), portfolio_id, portfolio.asset_id, action_type, day, calc.quantity_before, calc.quantity_after, calc.average_price_before, calc.average_price_after, calc.total_cost_basis, Decimal(str(portfolio.cash_balance)), Decimal(str(portfolio.profit_buffer)), evidence_ref, idempotency_key, digest, 0, user)
         return repository.record_corporate_action(portfolio_id, action=action, idempotency_key=idempotency_key, payload_hash=digest)
     detail = _with_service_and_repo(ctx, _callback)

app/core/config.py

@@ -18,7 +18,7 @@ if env_file.exists():
 
 class Settings(BaseSettings):
     app_name: str = "PortfolioHub"
-    app_version: str = "0.3.0"
+    app_version: str = "0.3.1"
     environment: str = "development"
     allowed_origins_raw: str = Field(default="http://localhost:3000", validation_alias="PORTFOLIOHUB_ALLOWED_ORIGINS")
     bootstrap_username: str = Field(default="", validation_alias="PORTFOLIOHUB_BOOTSTRAP_USERNAME")

app/db/alembic/versions/20260913_0031_corporate_actions.py

@@ -1,6 +1,7 @@
 """Additive storage for auditable, idempotent stock consolidations."""
 from alembic import op
 from sqlalchemy import text
+
 revision = "20260913_0031"
 down_revision = "20260820_0030"
 branch_labels = None

app/domain/corporate_actions.py

@@ -1,9 +1,11 @@
 """Pure domain rules for portfolio stock consolidations."""
 from __future__ import annotations
-from dataclasses import dataclass
-from decimal import Decimal, ROUND_HALF_UP
+
 import hashlib
 import json
+from dataclasses import dataclass
+from decimal import ROUND_HALF_UP, Decimal
+
 
 def canonical_payload_hash(payload: object) -> str:
     if hasattr(payload, "model_dump"):

app/repositories/postgres.py

@@ -7,7 +7,7 @@ import json
 import logging
 import uuid
 from dataclasses import dataclass
-from datetime import UTC, date, datetime
+from datetime import UTC, datetime
 from decimal import ROUND_HALF_UP, Decimal, InvalidOperation
 from typing import Any
 
@@ -22,10 +22,10 @@ from app.domain.errors import (
     StrategyNotFoundError,
 )
 from app.domain.models import (
-    CorporateAction,
     Asset,
     AuthToken,
     BrokerCredential,
+    CorporateAction,
     Daemon,
     LedgerEntry,
     Portfolio,
@@ -1631,7 +1631,7 @@ class PostgresPortfolioRepository:
     def record_corporate_action(self, portfolio_id: str, *, action: CorporateAction, idempotency_key: str, payload_hash: str) -> CorporateAction:
         """Persist an immutable action and snapshot atomically."""
         self.ensure_schema()
-        with self._connect() as conn:
+        with self._connect() as conn:  # noqa: SIM117 - keep transaction and cursor lifetimes explicit
             with conn.cursor() as cur:
                 cur.execute("SELECT asset_quantity, cash_balance, profit_buffer, asset_id, status FROM portfolios WHERE portfolio_id=%s FOR UPDATE", (portfolio_id,))
                 row = cur.fetchone()

app/schemas/corporate_actions.py

@@ -1,8 +1,10 @@
 from datetime import date, datetime
 from decimal import Decimal
 from typing import Literal
+
 from pydantic import BaseModel, ConfigDict, Field, model_validator
 
+
 # Corporate actions (stock_consolidation-only, issue #34)
 class CorporateActionRequest(BaseModel):
     model_config = ConfigDict(extra="forbid")