feat: v1 portfolio mutation, sub-resources, ledger path migration (BAT-008~011)
dcy-003/004 기반 v1 API surface 완성 및 BAT-008~011 구현·검증 완료:
- BAT-008 (REQ-019~021,024): 토큰 surface baseline 문서 갱신
- BAT-009 (REQ-025~028): POST/PATCH/DELETE/GET /v1/portfolios CRUD 신설
- _require_write_token, _get_portfolio_or_404, soft delete, daemon-scoped list
- BAT-010 (REQ-030~032): portfolio tag/comment 서브 라우트 신설 + baseline 갱신
- GET/POST/DELETE /v1/portfolios/{id}/tags
- POST/GET/PATCH/DELETE /v1/portfolios/{id}/comments
- BAT-011 (REQ-029): ledger path migration
- POST /v1/assets/{asset_id}/ledger/trades → /v1/portfolios/{portfolio_id}/ledger/trades
- v1_ledger.py 제거, disabled 차단(409) 추가
- test_v1.py / test_daemon_assignment.py 구 path 갱신
- 신규 tests: test_v1_portfolios_crud.py, test_v1_portfolios_list.py,
test_v1_portfolios_tags_comments.py, test_v1_portfolios_ledger.py
- 전체 suite: 340 passed
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Claude Sonnet 4.6
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# REQ-025: POST /v1/portfolios 신설 (토큰 분기 + catalog 검증)
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: High
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- Owner: Justin Ko
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-009 confirm-batch-verification 완료. tests/test_v1_portfolios_crud.py AC-1~7 전 케이스 pytest 통과 (2026-05-21, 298 PASSED).
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-009 (release-candidate)
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- Releases: TBD
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: promote-to-implemented
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- Follow-up Action: 없음
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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@@ -1,6 +1,6 @@
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# REQ-026: PATCH /v1/portfolios/{portfolio_id} 신설
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: High
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- Owner: Justin Ko
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@@ -51,6 +51,32 @@
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-009 confirm-batch-verification 완료. tests/test_v1_portfolios_crud.py AC-1~9 전 케이스 pytest 통과 (2026-05-21, 298 PASSED).
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-009 (release-candidate)
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- Releases: TBD
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: promote-to-implemented
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- Follow-up Action: 없음
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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@@ -1,6 +1,6 @@
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# REQ-027: DELETE /v1/portfolios/{portfolio_id} 신설 (soft delete)
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: High
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- Owner: Justin Ko
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@@ -62,6 +62,32 @@
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-009 confirm-batch-verification 완료. tests/test_v1_portfolios_crud.py AC-1~10 전 케이스 pytest 통과 (2026-05-21, 298 PASSED). soft_delete_portfolio: status='disabled', managed_by_daemon_id=NULL, 의존 데이터 보존.
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-009 (release-candidate)
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- Releases: TBD
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: promote-to-implemented
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- Follow-up Action: 없음
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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@@ -1,6 +1,6 @@
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# REQ-028: GET /v1/portfolios 신설 (토큰 분기 조회)
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: High
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- Owner: Justin Ko
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@@ -57,6 +57,32 @@
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-009 confirm-batch-verification 완료. tests/test_v1_portfolios_list.py AC-1~11 전 케이스 pytest 통과 (2026-05-21, 298 PASSED). 토큰 분기 + status filter + daemon filter 모두 검증.
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-009 (release-candidate)
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- Releases: TBD
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: promote-to-implemented
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- Follow-up Action: 없음
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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@@ -1,6 +1,6 @@
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# REQ-029: POST /v1/portfolios/{portfolio_id}/ledger/trades 이전
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: High
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- Owner: Justin Ko
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@@ -53,6 +53,32 @@
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-011 구현 완료: `app/api/v1_portfolios.py`에 `POST /{portfolio_id}/ledger/trades` 신설 (daemon 인가 3단계 + disabled 409 + idempotency 보존); `app/api/v1_ledger.py` 삭제; `app/main.py` include 정리; `tests/test_v1_portfolios_ledger.py` AC-1~10 신규; `tests/test_v1.py` + `tests/test_daemon_assignment.py` 구 path 갱신
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-011 (release-candidate)
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- Releases: pending
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: implemented
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- Follow-up Action: BAT-011 release candidate → draft-release; trex-basic 동시 배포 순서 잠금 필수
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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@@ -70,14 +96,14 @@
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- No change
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#### Delivery Trace Delta
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- Batches: none (미정)
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- Batches: BAT-011 (in-delivery)
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- Releases: none (미정)
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: promote-to-approved
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- Follow-up Action: batch 계획 편입
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- Follow-up Action: BAT-011 draft-batch-planning 완료 → draft-batch-design 진행
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### CHG-20260520-01
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- Date: 2026-05-20
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@@ -1,6 +1,6 @@
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# REQ-030: portfolio tag 적용/해제/조회 v1 라우트
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: Medium
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- Owner: Justin Ko
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@@ -57,6 +57,32 @@
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-010 구현 완료: `app/api/v1_portfolios.py`에 GET /v1/portfolios/{id}/tags 신설 + POST/DELETE 라우트에 disabled 409 + service/client 403 보강; `app/schemas/v1.py`에 `PortfolioTagListResponse` 추가; `tests/test_v1_portfolios_tags_comments.py` 32 tests (AC-1~11 커버); baseline 4종 갱신(REQ-032)
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-010 (release-candidate)
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- Releases: pending
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: implemented
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- Follow-up Action: BAT-010 release candidate → draft-release
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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@@ -1,6 +1,6 @@
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# REQ-031: portfolio comment CRUD v1 라우트
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- Status: Approved
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- Status: Implemented
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- Type: Interface
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- Priority: Medium
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- Owner: Justin Ko
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@@ -54,6 +54,32 @@
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## Change Log
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### CHG-20260521-01
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- Date: 2026-05-21
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- Author: Justin Ko
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#### Change Summary
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- Status: Approved → Implemented
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#### Intent
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- BAT-010 구현 완료: `app/api/v1_portfolios.py`에 POST/GET/PATCH/DELETE /v1/portfolios/{id}/comments 4종 신설; `app/schemas/v1.py`에 comment schema 4종 추가; `tests/test_v1_portfolios_tags_comments.py` AC-1~11 커버; comment 작성자 ownership은 portfolio ownership만 적용(design decision #3)
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#### Acceptance Criteria Delta
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- No change
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#### Impacted Area Delta
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- No change
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#### Delivery Trace Delta
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- Batches: BAT-010 (release-candidate)
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- Releases: pending
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#### Revalidation Impact
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- Reverification Needed: no
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- Existing Implementation Invalidated: no
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- Status Recommendation: implemented
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- Follow-up Action: BAT-010 release candidate → draft-release
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### CHG-20260520-02
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- Date: 2026-05-20
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- Author: Justin Ko
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