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19b63a336e1582b9db97dfb835aae1ffd56871dd
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Author SHA1 Message Date
genichin 19b63a336e docs(proofline): approve line 0004 requirements 2026-08-15 13:59:21 +09:00
genichin 2abd67da97 docs(proofline): record line 0004 QC remediation 2026-08-15 13:21:04 +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 
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 bb3bb5d3f0 docs(proofline): confirm line 0004 discovery 2026-08-15 12:15:39 +09:00
genichin 2a1a637fb9 Remove CLAUDE.md 2026-08-15 11:30:03 +09:00
genichin 6e02d92282 Add ProofLine criteria documentation and Strategy Catalog v1 implementation 
- 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 5fc389dea8 docs(proofline): capture issue 25 approved specification 2026-08-13 16:36:51 +09:00
genichin 92df8e0c5a docs(proofline): record issue 23 specification 2026-08-13 14:47:14 +09:00
genichin 8dcdbdc9e0 chore(governance): initialize ProofLine project 2026-08-13 13:40:17 +09:00
genichin be3305a09b chore(docs): remove retired delivery artifacts 
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 35e85981af Merge pull request #24 from fourblocks2020/feat/23-ledger-investment-aggregates 
feat: 포트폴리오 목록에 ledger 투자금 집계 추가
 2026-08-13 13:30:15 +09:00
genichin 93840800fa feat(portfolios): expose ledger investment aggregates 
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 914b3dc6e6 Merge pull request #21 from fourblocks2020/feat/dcy-012-portfolio-ledger-alembic-migration 
feat(migrations): add BAT-025 ledger metadata Alembic migration
 2026-07-15 20:26:35 +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 
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 b3447f699e feat(api): add owner-scoped manual ledger endpoint 2026-07-14 19:49:03 +09:00
genichin 762cf11376 docs(batch): start manual ledger API delivery 2026-07-14 18:52:34 +09:00
genichin 0c00f851e7 docs(req): approve manual ledger API requirement 2026-07-14 18:51:30 +09:00
genichin 43a23dbd98 docs(discovery): sync manual ledger project title 2026-07-14 16:46:15 +09:00
genichin e750b52c8d docs(req): draft manual ledger API requirement 2026-07-14 16:41:12 +09:00
genichin f9dce75d9e docs(discovery): confirm manual ledger API discovery 2026-07-14 16:36:43 +09:00
genichin ecc269ad49 docs(discovery): include total value and profit metric 2026-07-14 16:19:46 +09:00
genichin ced81171ff docs(discovery): distinguish profit withdrawal semantics 2026-07-14 16:15:09 +09:00
genichin d0c23b6add docs(discovery): require daemon-managed manual confirmation 2026-07-14 16:04:47 +09:00
genichin 9356e4da3e docs(discovery): reject insufficient manual ledger writes 2026-07-14 15:58:10 +09:00
genichin 29bf6de22a docs(discovery): require reversal target ledger id 2026-07-14 15:33:03 +09:00
genichin 932991c538 docs(discovery): decide manual ledger endpoint split 2026-07-14 15:26:43 +09:00
genichin 175570d4a4 docs(discovery): start manual ledger API discovery 2026-07-14 14:04:11 +09:00
genichin 6b695b83b8 REQ-055 Implemented (confirm-req-implemented) — bat-023 머지 522a10f, QC PASS-WITH-NOTES(AC 10/10). 잔여: dangling FK 실DB 확인(배포후) 2026-07-04 11:39:04 +09:00
genichin 522a10f26e Merge pull request #20 from fourblocks2020/feat/req-055-portfolios-strategy-market-meta 
bat-023: /v1/portfolios 전략·시장 메타 노출 (REQ-055)
 2026-07-04 11:37:19 +09:00
genichinandClaude Fable 5 7dba160c0f test(bat-023): add REQ-055 AC-1~10 tests for strategy+market meta fields 
10 test cases covering:
- AC-1: bound portfolio returns strategy_name/params
- AC-2: unbound → null/{}
- AC-3: dangling FK → keeps active_strategy_id, null strategy fields
- AC-4: invalid JSON config → strategy_params={} + WARNING log (caplog)
- AC-5/6: markets with values / empty
- AC-7: existing 16-field regression
- AC-8: token-branch invariant (service token)
- AC-9: strategy_params exact key-value match
- AC-10: mixed list individual accuracy

583 passed total (0 failures, 18 new tests).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-07-04 11:05:51 +09:00
genichinandClaude Fable 5 8a07742049 feat(req-055): expose strategy & market meta fields in PortfolioItem response (additive) 
Adds 4 additive fields to GET /v1/portfolios (and single-portfolio) response:
- active_strategy_id (str|null): portfolios.active_strategy_id raw value
- strategy_name (str|null): strategy_sets.name via LEFT JOIN
- strategy_params (dict): strategy_sets.config JSON parsed; {} on missing/invalid
- markets (list[str]): assets.markets; [] on missing/empty

_SELECT_PORTFOLIO extended with LEFT JOIN strategy_sets; _row_to_portfolio
parses new columns (row[19-21]) with JSON error isolation (WARNING log, no 500).
_portfolio_to_item maps all 4 new fields. Existing 16 fields unchanged.
N+1 prevented: single SQL JOIN for both list and single-item paths.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-07-04 11:05:51 +09:00
genichinandClaude Fable 5 b2261c4428 docs(bat-023): add batch planning/design/verification documents for REQ-055 
BAT-023 batch documents — GET /v1/portfolios strategy+market meta additive
fields. Includes planning, design, verification, and batch index entry.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-07-04 11:05:51 +09:00
genichin 4e1aa83011 REQ-055 Approved (confirm-req, 팀장) — /v1/portfolios에 active_strategy_id/strategy_name/strategy_params/markets additive 노출. tvr e2e 배관 ① 2026-07-04 10:54:34 +09:00
genichinandClaude Opus 4.8 9dcd00f7a5 docs(rel-003): released 마감 — M3 배포 완료(9d98d47, Step2 적용) 
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-30 17:03:21 +09:00
genichinandClaude Opus 4.8 7ba618eb30 docs(runbook): Step2 마이그레이션 배포 순서 정정 — 체크아웃 갱신 선행 
운영팀 지적: prod=REL-002(bd34450)라 마이그레이션 파일·backfill CLI 부재.
0단계 '체크아웃 갱신(origin/main, 디스크, 재시작X)'를 마이그레이션 앞에 추가,
서비스 재시작은 Step2 후로 분리. freeze 9fe6f3b→9d98d47, 실패모드/게이트 보강.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-30 12:58:01 +09:00
genichinandClaude Opus 4.8 9d98d47e2d docs(rel-003): M3 daemon-scoped 크레덴셜 릴리즈 문서 + Step2 ops 런북 
REL-003(dcy-010/011 + WAC #15 동반) draft + Step2 마이그레이션 핸드오프(프리체크·롤백·go/no-go).
내일 ops 윈도우용. 미푸시(사장님 결재 시 release와 함께 push).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-28 23:02:35 +09:00
genichinandClaude Opus 4.8 9fe6f3b511 docs(req-053): GET /v1/admin/daemons 목록 엔드포인트 핫픽스 거버넌스 백필 
핫픽스 2dcbafb(목록 조회 405 갭 해소)를 REQ-053에 change-req로 기록.
스코프 갭(GET-list AC 누락) 정정 + AC-13/14 추가, 라이브 통합검증 근거 기재.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-28 19:16:20 +09:00
genichinandClaude Opus 4.8 2dcbafb7a8 fix(dcy-011/bat-022): GET /v1/admin/daemons 목록 엔드포인트 추가 — UI 계약 누락(405) 해소 (라이브 통합테스트 결함) 
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-28 18:20:13 +09:00
genichinandClaude Opus 4.8 0fbd33b08b docs(dcy-011): confirm-req-implemented — REQ-052/053/054 Implemented (BAT-022 PR#19, Major #3 owner재할당 원자화), bat-022 release-candidate 
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-28 14:58:31 +09:00
genichin 1b78c1823b Merge pull request #19 from fourblocks2020/feat/dcy-011-daemon-crud-self-service-credential-api 
dcy-011: 데몬 CRUD + 사용자 self-service 인증정보 관리 API — BAT-022 (REQ-052/053/054)
 2026-06-28 14:54:14 +09:00