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Author SHA1 Message Date
genichin d20d784452 docs: add rel-002 release and transition REQ-011, REQ-012, REQ-015 to Implemented 
Release: rel-002_20260511_operator-cli-tooling-and-baseline-docs-sync

Requirements Completed:
- REQ-011: baseline docs update for trex-basic contract (BAT-008 verification passed)
- REQ-012: service-token rotate CLI command (BAT-002 verification passed)
- REQ-015: broker credential CLI command group (BAT-005 verification passed)

Release Contents:
- Operator CLI tooling with service-token rotate and broker credential management
- Baseline documentation synchronized with trex-basic interface contract
- Complete v1 API and portfolio ownership model documentation

Documentation Updates:
- Create rel-002 release document with included batches and deployment notes
- Update docs/releases/index.md with release entry
- Add implementation evidence to REQ-011, REQ-012, REQ-015
- Update SRS index with Implemented status transitions and change log
 2026-05-11 12:13:29 +00:00
genichin a5b5e7a93c fix: resolve SRS conflicts from batch verification analysis (CONFLICT-1~4) 
Conflict Resolutions:
- CONFLICT-1 (High): Fix REQ-006 ownership scope — implement owner_user_id filtering
  * Change app/api/v1_assets.py: owner_user_id=None → owner_user_id=auth.user_id
  * Update docs/runtime-flows.md to reflect service-token owner-scoped portfolio filtering
  * Add regression test in tests/test_v1.py for ownership boundary

- CONFLICT-2 (Medium): Transition REQ-001/002/003 to Implemented
  * REQ-001: local-db-validation-scenarios (via confirm-req-implemented bat-007)
  * REQ-002: alembic-runtime-schema-ownership (via confirm-req-implemented bat-007)
  * REQ-003: local-db-operations-runbook-and-baseline-updates (via confirm-req-implemented bat-007)
  * Update docs/srs/index.md with status transitions

- CONFLICT-3 (Low): Document REQ-012 rotate lifecycle
  * Add rotate lifecycle notes to REQ-012 (change-req req-012)
  * Clarify runtime_id change behavior and trex-basic reconnection requirements

- CONFLICT-4 (Low): Clarify REQ-005 AC-2 endpoint path
  * Change REQ-005 AC-2: 'POST /auth/tokens or equivalent' → 'POST /auth/service-tokens'
  * Update docs/srs/index.md change log with change-req entries

Documentation Updates:
- Update BAT-001 verification status with conflict resolution evidence
- Update release rel-001 with verified status confirmation
- Add change log entries for all conflict resolutions with dates and references

Testing:
- Add ownership boundary test to test_v1.py
- Verify filter works with auth.user_id context
 2026-05-11 11:57:21 +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 9ed307555a docs: add discovery dcy-004 for portfolio ID UUID migration and user-scoped name resolution 
- Initialize Discovery document for portfolio UUID migration initiative
- Update discovery index with new DCY-004 entry
- Refactor new-discovery skill with streamlined guidance
- Add CLAUDE.md and .claude/ for local StagePilot configuration
 2026-05-11 01:18:50 +00:00
genichin 545d4da413 feat(REQ-006): implement v1 assets endpoint with verification 
- Add v1_assets.py API endpoint for asset list retrieval
- Add AssetResponse schema to v1.py
- Implement comprehensive test coverage in test_v1.py
- Update requirement verification with implementation evidence
- Update SRS index to mark REQ-006 as Implemented
- Document acceptance criteria validation results
 2026-05-03 13:36:27 +00:00
genichin 222c66bb7f feat(BAT-005): add broker credential CLI command with persistence and tests 
- Add CredentialService for managing broker credentials
- Implement credential CLI commands (create, list, get, update, delete)
- Add postgres repository support for credential operations
- Add comprehensive test coverage for credential CLI
- Update docs/batches/index.md and docs/srs/index.md with BAT-005
- Update docs/project-structure.md to reflect credential service
 2026-05-03 12:44:40 +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 b4d964253b feat(REQ-012): implement service token rotation CLI 
- Add service token rotation CLI command with force flag support
- Implement token rotation in auth service with expiration handling
- Add portfolio repository helper for transaction/batch operations
- Add cascade delete support in postgres repository
- Add comprehensive CLI tests for service token operations
- Add REQ-012 specification for service token rotation
- Create BAT-002 delivery batch for token rotation implementation
- Update SRS and batch indexes
 2026-05-02 12:43:43 +00:00
genichin 3509606c7e 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
genichin ce63c75c9c feat(V1-API): implement TREX-Basic consumer API contract with encryption and persistence 
- Add V1 API endpoints: assets, ledger, user-info
- Implement Fernet-based credential payload encryption (req-010)
- Extend health response schema with runtime info (req-004)
- Add service token runtime ID issuance (req-005)
- Implement database schema migration for V1 API (req-009)
- Add comprehensive test coverage for V1 endpoints
- Update SRS with 10 new requirements (REQ-004 through REQ-011)
- Create batch planning, design, and verification for BAT-001
- Integrate review-discovery StagePilot skill
- Update documentation indices and baseline specs
 2026-05-02 09:06:15 +00:00
genichin 9f4a88bef8 docs(dcy/srs): add DCY-001 discovery and REQ-001/002/003 requirements 
Introduces discovery for real DB migration validation and operations readiness:
- dcy-001_20260430_real-db-migration-validation-and-operations-readiness.md
- REQ-001: Local DB validation scenarios (Testing)
- REQ-002: Alembic runtime schema ownership (Migration)
- REQ-003: Local DB operations runbook and baseline updates (Documentation)

Updates discovery and SRS indexes to include new documents.
 2026-04-30 14:20:11 +00:00
genichin e362de205f chore: initialize StagePilot baseline documentation and discovery/SRS/batches/releases structure 2026-04-30 13:19:48 +00:00
genichin 2635d011cb draft 2026-04-30 13:00:36 +00:00
genichin bc56c5c101 작업 내용 저장 2026-04-23 10:16:09 +00:00
genichin d383c7086f 작업 내용 저장 2026-04-23 09:56:08 +00:00
genichin 1e8e3d7ae2 docs(sdlc): sdlc-002 service-token user-based Discovery/Planning/Index/summary 문서 초안 2026-04-23 07:21:31 +00:00
genichin 02ffd32f2a sdlc 정리 2026-04-23 04:41:33 +00:00
genichin a04c238899 release: rel-001 CLI bot token lifecycle 배포 체크리스트/롤백/관찰계획 초안 2026-04-15 01:04:11 +09:00
genichin 771261d0fb verification: ver-001 CLI bot token lifecycle 검증 결과 및 승인 상태 반영 2026-04-15 01:02:04 +09:00
genichin 0e9d2a16d8 feat: 주요 CLI, 인증, 서비스 로직 및 문서 개선 2026-04-15 00:48:22 +09:00
genichin f993cebf01 docs: confirm design draft dsn-001 2026-04-15 00:06:50 +09:00
genichin f2466f8544 docs: finalize planning review and confirmation updates 2026-04-14 23:56:21 +09:00
genichin a701c98338 draft 2026-04-14 23:43:47 +09:00
genichin a776ea3b1d feat(req-002): implement portfolio tagging and tag filters 2026-04-14 01:06:10 +09:00
genichin 2dab17cbb1 feat(auth): owner-bound bot tokens and self-service bot management 2026-04-14 00:34:44 +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
genichin f3c870553d docs: update SRS tagging requirements 2026-04-13 23:02:24 +09:00
genichin 0d658191d1 docs: add portfolio field schema requirement 2026-04-10 15:09:43 +00:00
genichin b69d2faba8 docs: add portfolio tagging SRS requirement 2026-04-10 14:45:03 +00:00
genichin 3b9c2010ce add docs/SRS/Interface/REQ-001_portfolio-comment-history.md 2026-04-10 14:28:54 +00:00
copilot-swe-agent[bot]andgenichin 1a36bcd826 docs: add cascade delete note to db-schema-spec and improve delete_comment in postgres.py 
Agent-Logs-Url: https://github.com/genichin/portfolio-hub/sessions/64fc2cec-78f5-41d1-99a4-45f868781edd

Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-04-10 13:56:08 +00:00
copilot-swe-agent[bot]andgenichin e8f782bec6 feat(REQ-001): add portfolio comment history API, CLI, repository, migration, and tests 
Agent-Logs-Url: https://github.com/genichin/portfolio-hub/sessions/64fc2cec-78f5-41d1-99a4-45f868781edd

Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-04-10 13:54:18 +00:00
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 0654b24d66 feat(portfolio): add asset name field across API, DB, and CLI 2026-04-03 14:51:36 +00:00
genichin aeb4f10fd0 refactor(auth): remove bot owner linkage and enforce bot-level permissions 2026-04-03 13:21:03 +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 3d37186fa7 fix: harden strategy set migration upgrade 2026-04-03 08:48:01 +00:00
genichin 1b0991c9cf feat: add strategy set CRUD operations (API + CLI) 2026-04-03 08:37:04 +00:00
genichin 908068d9aa feat: refactor portfolio strategy references 2026-04-03 08:16:07 +00:00
genichin ebd4559939 feat: update strategy set schema fields 2026-04-03 08:03:27 +00:00
genichin 3eae90a9ab chore: add docs sync guardrails and spec documents 2026-04-03 07:53:20 +00:00