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33 Commits
Author SHA1 Message Date
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
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
genichinandClaude Sonnet 4.6 51b7cbee35 feat(bat-020): daemon-scoped 브로커 인증정보 (REQ-046~051) 
- REQ-046: BrokerCredential.daemon_id 필드 추가, repository 시그니처 갱신
- REQ-047: alembic revision Step1(daemon_id NULL 컬럼 추가), Step2(PK 전환, dev/test DB 한정)
- REQ-048: backfill-daemon-id CLI subcommand (--dry-run/--force/--broker 지원)
- REQ-049: GET /v1/user_info daemon-scoped 단일 broker 전달 (brokers→broker, daemon_id 없으면 403)
- REQ-050: credential set/list/remove --daemon-id 옵션 추가 (daemon_slug 해석)
- REQ-051: 보안 격리 - service-token 전용, web 토큰 차단, 로그 app_secret 비노출, graceful degrade

비가역 결재 게이트: REQ-047 Step2(PK 전환)는 사장님 결재 후 실DB 적용 예정(이 batch는 revision 코드만)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-28 00:45:46 +09:00
genichin 44f2102d26 feat: consolidate ledger trade writes into portfolio_ledger 
- add ledger consolidation migration and remove ledger_trades usage
- return portfolio state after v1 ledger trade writes
- deprecate legacy buy/sell endpoints with deprecation headers
- add BAT-016, DCY-006, and REQ-036~038 documentation
- update repository models and tests for unified ledger entries
 2026-06-05 20:55:24 +09:00
genichin 2470c0a00c feat: apply rel-001 feedback cleanup 2026-06-05 13:57:46 +09:00
genichinandClaude Opus 4.7 9038f41010 feat: REQ-002/REQ-010 implementation — assets.tag_ids column + GET /v1/assets admin catalog (BAT-012) 
- REQ-002 scope redefinition: portfolios.tag_ids → assets.tag_ids UUID[] column with GIN index
- REQ-010 augmentation: GET /v1/assets redesigned as admin catalog endpoint (admin-only, no token_type branching)
- Asset tagging infrastructure: tag_ids column, archived flag synthesis for inactive tags, list_assets N+1 optimization
- DB migration 20260521_0023: assets.tag_ids UUID[] NOT NULL DEFAULT '{}', idx_assets_tag_ids_gin
- Test suite: 17 new test cases for assets.tag_ids + GET /v1/assets AC-9~12 (362 tests total)
- Documentation: runtime flows, release baseline, batch verification all updated
- BAT-012 added to REL-001 Included Batch and marked release-candidate

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 23:37:08 +09:00
genichin d01039e98f Merge branch 'main' of https://github.com/fourblocks2020/portfolio-hub 
# Conflicts:
#	migrations/versions/20260519_0021_portfolio_tags_data_migration.py
#	migrations/versions/20260520_0022_service_token_unique_index_fix.py
 2026-05-21 13:28:56 +00:00
genichin 600963158e 마이그레이션 버그 수정 2026-05-21 12:06:59 +00:00
genichinandClaude Sonnet 4.6 6add0ade29 feat: REQ-001~018 Implemented 전환, REQ-010 GET /v1/assets admin catalog 재정의, REL-001 draft 
- confirm-req-implemented: REQ-001~018 (17건, REQ-013 제외) Approved → Implemented
  - BAT-001(REQ-009/011/014), BAT-002(REQ-010/012/015), BAT-003(REQ-001/002/003/006)
  - BAT-004(REQ-004/005), BAT-005(REQ-007/008), BAT-006(REQ-016/017/018)
  - CHG-20260521-01 entry 각 REQ에 추가; SRS index Recent Change Log 갱신

- REQ-010 CHG-20260521-02: GET /v1/assets admin catalog 전용 재정의
  - 기존 token_type 분기 portfolio 조회 코드 제거, admin permission + list_assets() 호출로 대체
  - AssetCatalogListResponse 스키마 추가 (items/total)
  - REQ-010 Status: Implemented → Approved (재검증 필요)
  - 테스트 343건 전체 통과: service/user token 403, admin token 200 + catalog schema 검증

- migration 보강: portfolios_asset_migration market 컬럼 부재 fallback,
  portfolio_tags 빈 테이블 early-return, service_token index fix autocommit_block 정리

- docs/releases/rel-001: REL-001 draft 추가 (BAT-001~011 포함)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-21 10:17:39 +00:00
genichinandClaude Sonnet 4.6 c815ce39b6 feat: dcy-003/004 토큰 surface 개편 및 daemon lifecycle 정책 구현 (BAT-006/007) 
BAT-006 (REQ-016/017/018):
- client token 발급 경로 제거 (issue_client_token, POST /auth/tokens, 관련 스키마/테스트)
- service-token rotate unique index revoked_at IS NULL 조건 추가 (Alembic CONCURRENTLY 마이그레이션)
- POST /auth/service-tokens body daemon_id forward 누락 보정 (1-line fix)

BAT-007 (REQ-022/023):
- daemon deactivate 시 바인딩 service token 자동 revoke (CLI --force 옵션 + revoke_tokens_by_daemon_id)
- NULL daemon_id legacy token 진단 CLI (migrate-null-daemon --dry-run)

거버넌스 문서: dcy-003/004 Discovery, REQ-016~023/025~032 신규, BAT-006/007 전체 산출물

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-21 01:03:39 +00:00
genichin 158929b2d9 feat: asset catalog API, 태그 DB 기초, 마이그레이션 3건 및 도메인/테스트 갱신 (2026-05-19) 2026-05-19 22:15:55 +00:00
genichin e2226e28b6 feat: implement asset catalog database foundation (BAT-001, REQ-009/011/014) 
Asset Catalog Model Implementation (BAT-001):
- Introduce assets table with UUID PK, symbol UNIQUE, markets TEXT[] array
- Define MarketCode enum (KRX, NXT, SOR, NASDAQ, NYSE, UPBIT, BITHUMB)
- Add Asset domain model with catalog properties
- Implement asset CRUD protocols in portfolio_repository
- Add PostgreSQL asset CRUD operations with GIN index on markets

Portfolio Model Refactoring (REQ-011):
- Add portfolios.asset_id UUID FK to assets(asset_id) ON DELETE RESTRICT
- Remove portfolios.symbol and portfolios.market columns
- Update Portfolio domain model to reference asset_id instead of symbol/market
- Refactor all portfolio queries to JOIN assets catalog
- Update all repository methods to use asset references

Data Migration (REQ-014):
- Create 20260519_0017 Alembic revision for assets table creation
- Create 20260519_0018 Alembic revision for atomic data migration:
  * Extract unique symbol combinations from portfolios
  * Aggregate markets using ARRAY_AGG(DISTINCT market)
  * Populate assets catalog with extracted data
  * Update portfolios.asset_id to reference new assets
  * Remove legacy symbol/market columns in single transaction
- Implement migration with rollback support

Requirements Approved (REQ-001~008):
- REQ-001~008 transitioned from Proposed to Approved
- Complete tag model requirement set with implementation readiness

New Requirements Approved (REQ-009~015):
- REQ-009: assets table schema (approved, included in BAT-001)
- REQ-010: admin asset catalog CRUD (approved, future BAT-002)
- REQ-011: portfolios asset_id FK (approved, included in BAT-001)
- REQ-012: portfolio create catalog validation (approved, future BAT-002)
- REQ-013: GET /v1/assets token branching (approved, future BAT-002)
- REQ-014: portfolios data migration (approved, included in BAT-001)
- REQ-015: asset catalog baseline docs (approved)

Code Changes:
- app/domain/models.py: Add Asset model, MarketCode enum, Portfolio asset_id FK
- app/repositories/portfolio_repository.py: Define asset CRUD protocol
- app/repositories/postgres.py: Implement asset operations with full CRUD
- app/api/v1_assets.py: Remove symbol/market direct references
- app/cli/commands/portfolio.py: Update portfolio commands for asset references
- app/schemas/portfolio.py: Update portfolio schema with asset_id
- All portfolio operations throughout codebase: Use asset references

Testing:
- Add test_asset_catalog.py for asset CRUD operations
- Verify REQ-009 AC-1~5 (asset catalog creation, lookup, uniqueness)
- Verify REQ-011 AC-1~5 (FK constraint, portfolio asset reference)
- Verify REQ-014 AC-1~6 (migration atomicity, data correctness, rollback)
- Update existing tests for asset model usage

Documentation:
- Create BAT-001 batch documents (planning, design, implementation, verification)
- Update dcy-001 with implementation details and confirmed architecture
- Add 8 new requirement documents (REQ-009~015)
- Update docs/discovery/index.md with batch entry

Impact:
- Database: assets catalog table, portfolios refactored to reference assets
- Migration: 2 new Alembic revisions (0017 assets, 0018 portfolio migration)
- API: Symbol/market now accessed through asset references
- CLI: Portfolio commands require asset reference pattern
- All existing portfolio data preserved and correctly migrated
 2026-05-19 15:59:20 +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 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 fb555dd72e fix(migration): change broker_credentials.user_id type from Integer to Text for consistency 2026-05-02 16:26:22 +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 d383c7086f 작업 내용 저장 2026-04-23 09:56:08 +00:00
genichin 23792692e1 Merge branch 'main' of https://github.com/fourblocks2020/portfolio-hub 2026-04-23 04:29:10 +00:00
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 1552286088 fix: make portfolio comments migration idempotent 2026-04-11 00:40:05 +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
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 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 3e3acbd13d chore: initial project scaffold and gitignore 2026-04-03 07:33:32 +00:00