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1082f041a1d0f4554db18c9a51b32c6a0f644d09
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8 Commits
Author SHA1 Message Date
genichin 1082f041a1 chore: restructure SRS for asset catalog and tag model redesign (dcy-001/002, REQ-001~008) 
Architecture Redesign (May 19, 2026):
- Separate admin-managed asset catalog from user portfolios
- Eliminate portfolio as asset definition; clarify portfolio as user position
- Introduce new asset_catalog + portfolio structure

Discovery Documents:
- dcy-001: asset-catalog-and-user-portfolio-model — admin asset management and user portfolio separation
- dcy-002: tag-ownership-and-applicability-policy — tag model implementation strategy

New Requirements (REQ-001~008):
- REQ-001: tags master table introduction (Data, Proposed)
- REQ-002: assets.tag_ids UUID[] column addition (Data, Proposed)
- REQ-003: portfolios.tag_ids and portfolio_tags removal (Data, Proposed)
- REQ-004: tags master HTTP API (Interface, Proposed)
- REQ-005: tag apply/remove HTTP API (Interface, Proposed)
- REQ-006: portfolio_tags data migration (Migration, Proposed)
- REQ-007: pfhub tag CLI commands (Interface, Proposed)
- REQ-008: tag model baseline docs update (Documentation, Proposed)

Cleanup:
- Remove archived SRS documents (REQ-001~029 old structure)
- Remove archived batch documentation (BAT-001~010)
- Remove archived discovery documents (dcy-001~006 old structure)
- Remove archived release documentation (REL-001~006)

Data Model Updates:
- Add Deployment category to SRS structure
- Add Data category for new data model requirements
- Update app/cli/core/utils.py for new tag handling

Documentation:
- Create new SRS index with consolidated requirement structure
- Update docs/discovery/index.md with new discovery references
- Migrate from requirement-centric to domain-model-centric organization

Rationale:
- Existing single-portfolio model lacks admin catalog governance
- New asset catalog enables central management of tradeable symbols
- Tag system supports user-driven asset organization and discovery
- Cleaner separation of concerns between admin operations and user trading
 2026-05-19 13:54:25 +00:00
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 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 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