genichin
21f268ac53
chore(release): v0.4.0
Verify container release contracts / verify (push) Canceled after 0s
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2026-09-19 21:32:21 +09:00
genichin
deaaa96c46
feat: add service token rename command ( #40 )
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* docs: preserve original issue 5 body
* feat: add service token rename command
* test: normalize rich option errors
2026-09-19 21:19:39 +09:00
genichin
996127f215
Preserve ledger venue provenance ( #39 )
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* feat: preserve ledger venue provenance
* fix: satisfy ledger test lint ratchet
* fix: advance image migration inventory
2026-09-19 19:30:32 +09:00
genichin
567d662913
fix(portfolios): replay corporate-action cost basis ( #38 )
2026-09-19 17:07:14 +09:00
genichin
f79f3c79b5
chore(release): prepare v0.3.4
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2026-09-13 23:08:22 +09:00
genichin
c7d8235bde
fix: make corporate actions atomic and recoverable
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2026-09-13 19:33:07 +09:00
genichin
2b470c735f
fix(portfolio): tolerate consolidation WAC residue
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2026-09-13 18:36:00 +09:00
genichin
4520fbbfbd
ci(release): enforce changed-scope Ruff gate
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2026-09-13 15:41:35 +09:00
genichin
1010d257ad
chore(release): prepare v0.3.1
2026-09-13 15:32:27 +09:00
genichin
5b443f718e
chore(release): prepare v0.3.0
Publish verified PortfolioHub image / verify (push) Canceled after 0s
Publish verified PortfolioHub image / publish (push) Canceled after 0s
2026-09-13 15:03:06 +09:00
genichin
54e4fe4213
fix: sync image migration inventory to 0031
2026-09-13 14:27:03 +09:00
genichin
a4664f5991
feat(portfolio): expose corporate actions in unified ledger
2026-09-13 13:52:50 +09:00
genichin
dfcafade94
docs(requirements): group REQ-001 documents by requirement
2026-09-10 11:22:43 +09:00
genichin
caaf7ce68c
fix(release): align image smoke with migration 0030
Publish verified PortfolioHub image / verify (push) Canceled after 0s
Publish verified PortfolioHub image / publish (push) Canceled after 0s
2026-09-10 00:51:27 +09:00
copilot-swe-agent[bot] and genichin
308a1ea59e
docs(req-001): record postgres pass evidence for new alias-amount selector
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 14:26:46 +00:00
copilot-swe-agent[bot] and genichin
db35d083de
docs(req-001): bind evidence to immutable commit references
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 14:05:51 +00:00
copilot-swe-agent[bot] and genichin
8368e7ba16
test(ledger): cover amount-missing reject and real-postgres alias amount API path
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 14:05:19 +00:00
copilot-swe-agent[bot] and genichin
42297030ca
fix(ledger): disjoint unified action schema and refresh req-001 traceability docs
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 13:34:50 +00:00
copilot-swe-agent[bot] and genichin
d3601d32dc
fix(ledger): keep legacy amount wire type and preserve dividend tax decimals
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 13:00:23 +00:00
copilot-swe-agent[bot] and genichin
7fc3386f3a
docs(req-001): bind local evidence batches to current commit sha
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 12:20:40 +00:00
copilot-swe-agent[bot] and genichin
7aa3de524a
test(req-001): tighten AC coverage and remove markdown trailing whitespace
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 12:20:11 +00:00
copilot-swe-agent[bot] and genichin
64975033e6
docs(req-001): align evidence batches with actual executed selectors
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 12:09:46 +00:00
copilot-swe-agent[bot] and genichin
1015b465bb
test(req-001): add missing dividend verification regressions and tighten catalog mappings
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 12:08:31 +00:00
copilot-swe-agent[bot] and genichin
f193aa6da3
docs(requirements): restore approved REQ bytes and add REQ-001 traceability artifacts
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 11:59:53 +00:00
copilot-swe-agent[bot] and genichin
a36b451a3d
fix(manual-ledger): harden schema init race and sanitize error responses
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 11:38:32 +00:00
genichin
78e347703e
docs(requirements): approve manual cash dividend contract
2026-09-09 20:19:39 +09:00
copilot-swe-agent[bot] and genichin
a71c91f6ef
fix: add unified ledger amount and enforce manual decimal precision
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 02:23:32 +00:00
copilot-swe-agent[bot] and genichin
ccde81b7a0
feat: support manual dividend ledger entries
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Co-authored-by: genichin <4282227+genichin@users.noreply.github.com >
2026-09-09 02:04:02 +00:00
genichin
5d6a0ad013
feat(portfolios): allow unassigned strategy creation
2026-08-22 21:21:24 +09:00
genichin
6e17a53b17
chore(release): prepare portfolio-hub v0.2.0
Publish verified PortfolioHub image / verify (push) Canceled after 0s
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2026-08-21 17:13:34 +09:00
genichin
5eb8c04266
fix: aggregate investment totals across ledger sources
2026-08-19 17:34:13 +09:00
genichin
02bfa60299
chore(release): prepare portfolio-hub v0.1.3
Publish verified PortfolioHub image / verify (push) Canceled after 0s
Publish verified PortfolioHub image / publish (push) Canceled after 0s
2026-08-16 16:57:26 +09:00
genichin
c292df0a4b
chore(release): harden nick contract for v0.1.2
2026-08-15 23:46:57 +09:00
genichin
9c8baac70b
feat(container): harden v0.1.1 publication
2026-08-15 15:14:36 +09:00
genichin
fd080496b3
feat(release): add verified image publication pipeline
2026-08-15 14:52:01 +09:00
genichin
e90519ad39
fix(daemons): block owner transfer while assigned
2026-08-15 13:20:02 +09:00
genichin
e2102b6f2b
feat(portfolios): persist and validate daemon assignment on create/update
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POST /v1/portfolios now forwards a non-null managed_by_daemon_id into
create persistence, and both create and PATCH apply the same daemon
validation contract (UUID format -> 422, missing/foreign -> 404,
inactive -> 409, admin target-owner basis). Daemon validation locks the
daemon row FOR SHARE inside the portfolio write transaction so
validation and write form one atomic decision boundary.
Adds domain errors, repository protocol/signature updates, API/PostgreSQL
tests (POST->GET persistence, no partial state on failure, assignment vs
deactivation race), and contract/data-model documentation.
2026-08-15 12:56:53 +09:00
genichin
6e02d92282
Add ProofLine criteria documentation and Strategy Catalog v1 implementation
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- Add acceptance criteria documentation (AC-0013 through AC-0023)
- Add Line-0003 discovery documentation
- Implement Strategy Catalog v1 with new database migration
- Update portfolio API endpoints and schemas
- Refactor strategy and portfolio services
- Add strategy management CLI commands
- Update domain models with strategy catalog support
- Add comprehensive tests for v1 strategies
- Update design documentation (data model, interfaces, runtime flows)
2026-08-15 11:18:31 +09:00
genichin
be3305a09b
chore(docs): remove retired delivery artifacts
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Remove retired StagePilot commands, templates, lifecycle records, and historical delivery documents, and record the current uv dependency lock.
2026-08-13 13:36:43 +09:00
genichin
93840800fa
feat(portfolios): expose ledger investment aggregates
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Add reversal-aware grouped manual-ledger aggregates to portfolio list responses and align the single-portfolio return summary with the same semantics.\n\nRefs #23
2026-08-13 13:23:31 +09:00
genichin
34792bdb5c
docs(release): draft M5 manual ledger rollout
2026-07-15 21:23:15 +09:00
genichin
aac08eb524
docs(batch): record PR #21 QC pass and lead confirmation
2026-07-15 20:25:46 +09:00
genichin
bd51330a9a
docs(batch): reconcile PR #21 QC provenance
2026-07-15 20:10:53 +09:00
Hermes Agent
5f8097947c
docs(batch): confirm BAT-025 verification
2026-07-15 17:58:18 +09:00
Hermes Agent
2f82251e57
docs(batch): correct BAT-025 QC provenance
2026-07-15 17:58:18 +09:00
Hermes Agent
d48279f7ab
fix(migrations): harden BAT-025 PostgreSQL verification
2026-07-15 17:58:18 +09:00
genichin
1909caa22c
feat: BAT-025 add portfolio ledger manual metadata migration
2026-07-15 17:58:18 +09:00
genichin
600375beca
docs(stagepilot): confirm BAT-025 migration planning and design
2026-07-15 11:02:08 +09:00
Hermes Agent
7b9c23a377
docs(req): approve ledger metadata migration requirement
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Confirm REQ-057 for BAT-025 while preserving REQ-056/BAT-024 implementation status. Operational DB execution remains separately approved.
2026-07-15 10:50:25 +09:00
genichin
f5636c1ade
docs(stagepilot): confirm manual ledger batch verification
2026-07-14 19:54:20 +09:00
genichin
