Commit Graph
78 Commits
Author SHA1 Message Date
genichin b9e3bddb34 feat: add portfolio daemon assignment and improve list rendering
- Add --daemon-id option to portfolio update command for daemon assignment
- Update managed_by_daemon_id field in portfolio updates
- Refactor print_portfolio_table() to print_portfolio_list() for better readability
- Display daemon_id in portfolio list output when assigned
- Show portfolio tags and managed daemon information in CLI list view
- Add daemon_id support to portfolio repository and service layers
- Update schemas to include managed_by_daemon_id field in responses
2026-05-15 08:27:14 +00:00
genichin d194873616 feat: implement broker credential repository with upsert and list operations
- Add BrokerCredential to domain models and repositories
- Implement upsert_broker_credential() for credential storage and rotation
- Implement list_broker_credentials() for credential retrieval
- Implement delete_broker_credential() for credential removal
- Add broker_credentials table schema with (user_id, broker) composite key
- Implement credential version tracking and last_rotated_at timestamps
- Add FakeRepo support for broker credential CRUD operations
- Add comprehensive test coverage for broker credential lifecycle
2026-05-14 07:56:37 +00:00
genichin 3bb3ff547d feat: extend daemon model with daemon status tracking and list support
- Add daemon status tracking with state and metrics (idle, running, error)
- Implement pfhub daemon list CLI command for viewing registered daemons
- Extend auth schema and service for daemon lifecycle management
- Add postgres repository queries for daemon state persistence
- Expand test coverage for daemon registry and status transitions
- Update rel-006 release document with daemon model verification results
- Support daemon graceful shutdown and error recovery patterns
2026-05-14 06:29:52 +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 f0a6caa178 feat: implement v1 consumer API endpoints with runtime_id support (REQ-004~010)
- Generate runtime_id for service-token issuance (CLI and API)
- Implement GET /v1/assets endpoint with asset view and strategy_params
- Implement GET /v1/user_info endpoint with trading_enabled and broker credentials
- Implement POST /v1/assets/{asset_id}/ledger/trades with idempotency support
- Update auth service to support runtime_id tracking and credential encryption
- Add comprehensive test coverage for v1 endpoints (dcy-002 implementation)
- Update postgres repository for ledger and broker credential queries
- Ensure all tests pass for feature validation
2026-05-13 07:13:03 +00:00
genichin 3255d096f1 refactor: simplify data model by removing unused fields and constraints
- Remove runtime_id from AuthToken model
- Remove market field from Portfolio model
- Remove BrokerCredential and LedgerTrade unused models
- Remove unique constraint on (owner_user_id, name)
- Simplify postgres repository schema and queries
- Clean up auth_service implementation
- Update test suite for simplified model
2026-05-13 06:48:26 +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 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 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 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 0e9d2a16d8 feat: 주요 CLI, 인증, 서비스 로직 및 문서 개선 2026-04-15 00:48:22 +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
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
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 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 3e3acbd13d chore: initial project scaffold and gitignore 2026-04-03 07:33:32 +00:00