Commit Graph
20 Commits
Author SHA1 Message Date
genichinandClaude Opus 4.8 b1c34068e5 docs: batch 상태 released 동기화(REL-001/002) + README 현행화(거래내역/실현PnL API)
batch drift 정합 — REL-001(BAT-001~016)·REL-002(BAT-017) released에 맞춰
batches/index 및 개별 index 상태를 release-candidate→released 동기화(17건).
README: bootstrap 문구 제거, dcy-007 엔드포인트(GET /trades·/pnl/realized) 추가,
planned-next 현행화. 코드 무변경.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
2026-06-22 09:51:13 +09:00
genichin e6b6a8715b feat: implement daemon model with registry and single-asset assignment (BAT-010, REQ-023/028)
Core Implementation (BAT-010):
- Add daemon registry schema and CRUD operations (req-023)
- Implement single-daemon asset assignment constraint (one asset per daemon)
- Add daemon_id field to service_token for daemon identification
- Add daemon.py CLI module for daemon management commands
- Add 20260513_0016_daemon_model.py migration for daemon tables

API Changes:
- GET /v1/assets: include daemon_id in AssetResponse
- POST /v1/assets/{asset_id}/ledger/trades: require daemon token binding
- GET /v1/user_info: include daemon metadata
- Enhanced service-token rotate to preserve daemon bindings

CLI Commands:
- pfhub daemon register --name <name> --runtime-id <runtime-id>
- pfhub daemon list
- pfhub daemon get <daemon-id>
- pfhub daemon revoke <daemon-id>

Requirements (REQ-023, REQ-028):
- REQ-023: Daemon Registry and Service Token Daemon Binding (Interface, Approved)
  * AC-1: daemon CRUD operations
  * AC-2: service token daemon binding for POST /v1/assets/{asset_id}/ledger/trades
  * AC-3: single daemon per asset (exact-one assignment model)
- REQ-028: README.md Daemon Provisioning Runbook update (Documentation, Approved)

Documentation:
- Add dcy-006 Discovery for daemon-id and single-daemon asset assignment
- Update README.md with Daemon Provisioning Runbook section
- Add BAT-010 batch documentation with planning, implementation, verification
- Update rel-006 release document (daemon model implementation)
- Update data-model.md with daemon and daemon_asset_assignment tables
- Update interface-contract.md with daemon registry APIs
- Update runtime-flows.md with daemon lifecycle flows

Breaking Changes:
- REQ-005~009, REQ-011~012 status reverted to Approved due to revised contract
  * daemon_id field addition and exact-one asset assignment requirement
  * Existing Implemented evidence invalidated by contract revision
  * BAT-001/002/008 re-verification required

Testing:
- Add test_daemon_registry.py for daemon CRUD operations
- Add test_daemon_assignment.py for single-asset assignment constraints
- Update test_auth.py, test_cli.py, test_v1.py for daemon support
- Verify daemon token binding in trade endpoint authorization

Impact:
- Database: 2 new tables (daemons, daemon_asset_assignments)
- Migration: 20260513_0016 creates daemon model schema
- CLI: 4 new daemon subcommands
- API: daemon_id propagation through v1 endpoints
- Verification: BAT-001/002/008 re-verification gates next release
2026-05-13 23:07:24 +00:00
genichin 03bc3dcd8f docs: add rel-005 production operator runbook and credential matrix (REQ-020~022)
Release: REL-005_20260512 — Production Operator Runbook and Credential Matrix

Requirements Approved (REQ-020~022):
- REQ-020: production admin bootstrap and steady-state operator access runbook (Deployment)
- REQ-021: release credential matrix and token provenance procedures (Documentation)
- REQ-022: operator log access and release evidence recording procedures (Documentation)

Batch: BAT-009
- Enhance README.md Production Operator Runbook section with:
  - Deployment secret custodian role labels
  - Release approver and production operator role definitions
  - Credential matrix table (public/read/trade-write/admin permission levels)
  - Canonical smoke environment specifications
  - HTTP status code interpretation (401/403/404)
  - Release evidence recording fields

Documentation Updates:
- Add README.md Section 2: deployment roles and responsibilities
- Add README.md Section 3: 4-tier credential matrix with token usage patterns
- Enhance README.md Section 6: smoke test procedures and evidence capture
- Add bootstrap/steady-state/break-glass 3-tier access pathway clarification
- Create REQ-020 Deployment runbook document
- Create REQ-021 credential matrix procedures document
- Create REQ-022 operator log access procedures document

Discovery & Release:
- Update dcy-005 with operator access requirements analysis
- Create rel-005 with docs-only profile and deployment notes
- Update docs/batches/index.md with BAT-009 entry
- Update docs/srs/index.md with REQ-020~022 entries and change log
2026-05-12 23:19:48 +00:00
genichin 7bcf5cbb2b docs: update CLI documentation to use username instead of user-id
CLI Changes:
- Update user.get command to accept username parameter instead of user-id
- Update user.update command signature in documentation
- Update user.delete command signature in documentation

Implementation Consistency:
- Align README.md CLI examples with app/cli/commands/user.py implementation
- Clarify username-based user identification across all user management commands
- Update test expectations to match username-based interface

Documentation:
- README.md: Replace <user-id> with <username> in all user command examples
- Ensure consistency across user create, get, update, delete commands
2026-05-12 12:26:06 +00:00
genichin 4fa770e771 docs: add rel-003, rel-004 releases and update CLI user scoping implementation
Release: REL-003_20260512 — CLI user scoping and local DB ops runbook

Requirements & Batches:
- BAT-003 (REQ-013): portfolio list --user required enforcement with owner filtering
- BAT-004 (REQ-014): portfolio create --user required enforcement with owner assignment
- BAT-007 (REQ-001/002/003): local DB validation runbook and baseline docs update

CLI Enhancements:
- Update user.py: add username-based user lookup (get_by_username)
- Add UserDetailResponse schema with service token listing
- Update list_service_tokens API in user_service.py
- Enhance user detail display with service token information
- Add service_token_count and service_token_names to user responses

Testing:
- Add comprehensive test coverage in test_cli.py for user commands
- Validate username-based lookup functionality

Release: REL-004_20260512 — Portfolio UUID migration and API UUID switch

Requirements & Batches:
- BAT-006 (REQ-016/017/018): portfolio UUID migration complete
- BAT-008 (REQ-019): baseline documentation update for UUID migration

Breaking Changes (REL-003):
- portfolio list requires --user <username> parameter
- portfolio create requires --user <username> parameter

Documentation:
- Create rel-003 and rel-004 release documents with rollout and rollback plans
- Update docs/releases/index.md with new releases
- Update README.md with CLI user scoping clarification
- Sync all release verification checklists and deployment notes
2026-05-12 12:13:38 +00:00
genichin 829629fa8f feat: implement portfolio UUID migration and v1 API finalization (BAT-006, BAT-001 re-verified)
Core Changes:
- Migrate portfolio_id from string to UUID in schema and repository layer
- Update portfolio CLI commands to use name+user combination for identification
- Update HTTP API to accept portfolio_id as UUID path parameter
- Implement portfolio ownership validation in repository queries

Requirements Completed (REQ-016 to REQ-019):
- REQ-016: portfolios table UUID schema migration with data migration script
- REQ-017: CLI portfolio commands with name+user identification
- REQ-018: HTTP API portfolio path parameters and v1 asset_id UUID returns
- REQ-019: Portfolio UUID baseline documentation updates

BAT-001 Re-verification:
- REQ-004~010 marked as Implemented after verification evidence validation
- All v1 API endpoints verified with comprehensive test coverage

Documentation Updates:
- Update data-model.md with portfolio UUID structure
- Update interface-contract.md with UUID path parameters
- Update runtime-flows.md with ownership-based resolution flows
- Update project-structure.md with database layer changes
- Add migration script for portfolio UUID transition

Testing:
- Add test_portfolio_uuid.py for migration validation
- Update test_cli.py and test_portfolio_ownership.py for ownership checks
2026-05-11 09:27:57 +00:00
genichin a111fdd83f feat(REQ-014): add portfolio-create-user-required requirement and implementation
- Add docs/srs/Interface/req-014_portfolio-create-user-required.md with acceptance criteria
- Create docs/batches/bat-004_20260502_portfolio-create-user-required/ delivery batch
- Enhance app/cli/commands/portfolio.py: validate user_id parameter before portfolio creation
- Add comprehensive CLI tests in tests/test_cli.py for portfolio create validation flows
- Update docs/batches/index.md and docs/srs/index.md with new requirement/batch references
- Update README.md documentation
2026-05-02 13:45:46 +00:00
genichin 2f686f79ce feat(req-013): add portfolio-list-user-required requirement and batch
- Add REQ-013: Portfolio list filtered by user requirement with acceptance criteria
- Add DCY-003 discovery document for portfolio list user filtering
- Create BAT-003 batch with planning, design, implementation, and verification
- Enhance app/cli/commands/portfolio.py with user-based list filtering
- Add comprehensive tests for portfolio list CLI command with user filtering
- Update docs indices (discovery, srs, batches)
- Improve README with latest capability status
2026-05-02 13:22:41 +00:00
genichin d383c7086f 작업 내용 저장 2026-04-23 09:56:08 +00:00
genichin 5d3884fd4a chore: rename CLI to pfhub, update service-token command, and update docs/tests accordingly 2026-04-23 05:25:26 +00:00
genichin 0e9d2a16d8 feat: 주요 CLI, 인증, 서비스 로직 및 문서 개선 2026-04-15 00:48:22 +09:00
genichin cc66e5f9a1 docs: update local setup and add phub CLI alias 2026-04-14 22:31:25 +09:00
genichin 9787cf3159 feat: add portfolio ownership model, auth guards, and migration 2026-04-14 00:13:34 +09:00
genichin 256b3709a0 refactor docs into technical specs 2026-04-13 23:20:25 +09:00
copilot-swe-agent[bot]andgenichin 141afd53bd docs: add Caddy HTTPS deployment guide
Agent-Logs-Url: https://github.com/genichin/portfolio-hub/sessions/51569572-076d-4f2a-89ad-157d9a97c42a

Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
2026-04-06 05:19:04 +00:00
genichin 6998936858 feat(auth): add admin-managed bot API keys with expiry and revocation 2026-04-03 13:12:29 +00:00
genichin 06b1805b92 feat(auth): add DB-backed login, token management, and idempotent auth migration 2026-04-03 12:55:34 +00:00
genichin 5168e52e4b Add admin user management 2026-04-03 12:23:44 +00:00
genichin 3eae90a9ab chore: add docs sync guardrails and spec documents 2026-04-03 07:53:20 +00:00
genichin 3e3acbd13d chore: initial project scaffold and gitignore 2026-04-03 07:33:32 +00:00