fix(migrations): harden BAT-025 PostgreSQL verification
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# BAT-025 Developer Self-Verification
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- Status: **draft — independent QC pending**
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- Batch: BAT-025
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- Requirement: REQ-057
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- Date: 2026-07-15
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- Scope boundary: local isolated PostgreSQL evidence only. No production DB, deployment, service activation, push, merge, or release action was performed.
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## Acceptance mapping
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| REQ-057 acceptance area | Evidence | Result |
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| --- | --- | --- |
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| Explicit `0028` revision is the chain head | `alembic_version` queried in a throwaway PostgreSQL DB after upgrade | Pass — current revision `20260715_0028` |
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| Existing broker/manual business data survives upgrade | Real `20260628_0027 → head` upgrade after a representative pre-existing ledger row is inserted; row fields and metadata are asserted after upgrade | Pass |
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| `source` is backfilled/defaulted/not-null | Real upgrade asserts preserved row `source='broker'`; schema inspection checks text type, non-null constraint, and default | Pass |
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| Runtime-precreated metadata schema converges | Real test creates all four columns with nullable `source`, invokes bootstrap, and asserts source backfill/default/not-null plus `current=head` | Pass |
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| Representative broker/manual writes still work | Post-upgrade synthetic repository writes assert broker source and manual metadata fields | Pass |
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| Earlier fresh PostgreSQL chain can reach 0028 | `0025` identity-column PostgreSQL incompatibility corrected and exercised by fresh throwaway DB migration path | Pass |
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| API/manual-ledger regression | `tests/test_v1_portfolios_manual_ledger.py`, `tests/test_v1_portfolios_trades.py`, `tests/test_v1_portfolios_ledger.py` | Pass — 33 tests |
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| Whole-repository regression | pytest with project dev extra plus temporary TestClient dependency overlay | Pass — 597 tests, 11 warnings |
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| Lint/compile/diff hygiene | Ruff, compileall, `git diff --check` | Pass |
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## Executed commands and results
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- `BAT025_LOCAL_POSTGRES_DSN=[REDACTED local loopback maintenance DSN] PYTHONPATH=. uv run --extra dev --with httpx2 python -m pytest -q --override-ini addopts='' -p no:cacheprovider tests/test_bat025_portfolio_ledger_manual_metadata_migration.py`
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- **3 passed in 6.10s**.
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- Each test creates and removes a UUID-named database on local loopback PostgreSQL; it refuses non-loopback hosts and non-`postgres` maintenance databases.
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- `PYTHONPATH=. uv run --extra dev --with httpx2 python -m pytest -q --override-ini addopts='' -p no:cacheprovider`
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- **597 passed, 11 warnings in 41.41s**.
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- Warnings are Starlette deprecations for `HTTP_422_UNPROCESSABLE_ENTITY`; they are not BAT-025 failures.
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- `uv run --extra dev ruff check app/db/migrations.py migrations/env.py migrations/versions/20260605_0025_ledger_consolidation.py tests/test_bat025_portfolio_ledger_manual_metadata_migration.py`
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- **All checks passed**.
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- `python3 -m compileall -q app migrations` and `git diff --check`
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- exit 0.
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## Evidence boundaries and blockers
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- The local container is an isolated test target, not a staging or production database.
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- No production backup/restore, lock-duration measurement under production load, migration run against an operational DB, deploy, or service activation was attempted.
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- The test command uses a transient `httpx2` overlay because this environment's resolved Starlette TestClient requires it while the project declares `httpx`; no dependency source change was made for this batch.
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- Independent `qc-reviewer` must rerun the tests and inspect the uncommitted diff before this document can become a QC verdict.
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## Gate result
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- Developer self-verification: **ready for independent QC review**.
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- Independent QC: **not yet executed**.
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- `confirm-batch-verification`: **not eligible yet**.
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- M5 release / operational migration: **not started and remains blocked**.
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