feat(REQ-005): implement TrEx Basic V1 API contract with auth, assets, ledger, and user endpoints

- Add V1 API routes for assets, ledger, and user info with complete CRUD operations - Implement authentication scopes and request validation via auth_routes.py - Extend schemas with V1-specific models for accounts, holdings, and positions - Add database queries and aggregations for P&L, performance, and account data - Include comprehensive test coverage for all V1 endpoints and integration flows - Update batch and release documentation with implementation and verification evidence - Sync project structure and runtime flows per V1 API contract requirements Closes implementation phase of BAT-001 (TrEx Basic V1 API Contract)
2026-05-02 11:37:42 +00:00
parent ce63c75c9c
commit 3509606c7e
17 changed files with 1159 additions and 124 deletions
@@ -7,4 +7,5 @@
 ## Release Register

 | REL ID | Profile | Status | Included Batch | Discovery/REQ Input | Link |
-| --- | --- | --- | --- | --- | --- |
+| --- | --- | --- | --- | --- | --- |
+| REL-001 | app-service | draft | BAT-001 | dcy-002 / REQ-004~010 | [rel-001_20260502_trex-basic-v1-api-contract](./rel-001_20260502_trex-basic-v1-api-contract.md) |
@@ -0,0 +1,119 @@
+# REL-001: trex-basic v1 API contract
+
+- Status: draft
+- Profile: app-service
+- Included Batch: BAT-001
+
+## Scope
+
+- Included:
+  - BAT-001 (REQ-004, REQ-005, REQ-006, REQ-007, REQ-008, REQ-009, REQ-010)
+  - GET /health 응답 스키마 확장 (service/version/checked_at 필드)
+  - POST /auth/service-tokens — service-token 발급 + runtime_id 반환 API
+  - GET /v1/assets — 포트폴리오 목록 조회 (status 필터, strategy_params)
+  - GET /v1/user_info — 사용자 정보 + broker credentials 복호화 반환
+  - POST /v1/assets/{asset_id}/ledger/trades — 체결 기록 (idempotent: 201/200/409/404)
+  - Fernet 암호화 유틸리티 (app/core/encryption.py)
+  - startup validation: CREDENTIAL_ENCRYPTION_KEY 없으면 RuntimeError
+  - DB 스키마 migration: portfolios.market, auth_tokens.runtime_id, broker_credentials, ledger_trades
+
+- Excluded:
+  - GET /health status degraded/failed 경로 (이번 반복 OOS)
+  - broker credential 저장 HTTP API (CLI 전용)
+  - DB 환경(Docker Compose) 직접 실행 검증
+
+## Rollout Plan
+
+1. 배포 전 `CREDENTIAL_ENCRYPTION_KEY` 환경 변수 설정 확인 (`python -c "from cryptography.fernet import Fernet; print(Fernet.generate_key().decode())"` 로 생성)
+2. `alembic upgrade head` 실행 — migration 0014 적용 (portfolios.market, auth_tokens.runtime_id, broker_credentials, ledger_trades)
+3. 서비스 재시작 (`uvicorn app.main:app`)
+4. GET /health 호출로 기동 확인
+5. v1 smoke 테스트: GET /v1/assets, GET /v1/user_info (service-token 사용)
+
+## Rollback Plan
+
+- 조건: startup 실패 또는 GET /health 비정상 응답 시
+- 절차:
+  1. 이전 버전 코드로 롤백 (`git revert` 또는 이전 컨테이너 이미지 재기동)
+  2. `alembic downgrade -1` — migration 0014 롤백 (신규 테이블/컬럼 DROP)
+  3. `CREDENTIAL_ENCRYPTION_KEY` 미설정 상태로도 DB disabled 모드에서는 기동 가능하므로, 긴급 시 `PORTFOLIOHUB_DB_ENABLED=false`로 임시 운영 가능
+
+## Verification Checklist
+
+### 배포 전
+
+- [ ] `CREDENTIAL_ENCRYPTION_KEY` 환경 변수 설정 완료
+- [ ] `alembic upgrade head` 성공 (migration 0014)
+- [ ] pytest 98개 로컬 PASS 확인 (2026-05-01 완료)
+
+### 배포 후
+
+- [ ] GET /health → 200, body에 `status`, `service`, `version`, `checked_at` 포함 확인
+- [ ] GET /health → `checked_at`에 `+09:00` 포함 확인
+- [ ] POST /auth/service-tokens (admin 토큰) → 201, `runtime_id` 포함 확인
+- [ ] GET /v1/assets (service-token) → 200, `assets[]` 반환 확인
+- [ ] GET /v1/user_info (service-token) → 200, `trading_enabled`/`brokers[]` 포함 확인
+- [ ] POST /v1/assets/{asset_id}/ledger/trades → 201 (신규), 200 (중복 동일 payload) 확인
+- [ ] 서비스 startup 로그에 RuntimeError 없음 확인
+
+## Release Execution Evidence
+
+- Release Status Transition Target: released
+
+### Deployment Facts
+
+- Executed At:
+  - (미기록 — 배포 미수행)
+- Completed At:
+  - (미기록)
+- Environment:
+  - (미기록)
+- Operator:
+  - (미기록)
+- Revision or Artifact:
+  - (미기록 — 커밋 SHA 배포 후 기록)
+- Commands or Procedure:
+  - (미기록)
+
+### Profile-Specific Checks
+
+- app-service:
+  - Health Endpoint:
+    - (미수행 — 배포 후 확인 필요)
+  - Startup Log Fields:
+    - (미수행 — 배포 후 확인 필요)
+  - Request Log Fields:
+    - (미수행 — 배포 후 확인 필요)
+  - Smoke or Manual Verification:
+    - (미수행 — Verification Checklist 참조)
+
+### Rollback Outcome
+
+- Rollback Required:
+  - (미기록)
+- Rollback Trigger:
+  - none
+- Rollback Action:
+  - none
+
+### Release Decision Evidence
+
+- Released Decision:
+  - (미기록)
+- Rationale:
+  - (미기록)
+- Recorded By:
+  - (미기록)
+- Recorded At:
+  - (미기록)
+
+## Feedback Handoff
+
+- Observation Summary:
+  - (배포 후 기록)
+- Discovery Input:
+  - (배포 후 기록)
+- REQ Input:
+  - (배포 후 기록)
+- Change Request Input:
+  - (배포 후 기록)