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264 Commits 1 Branch 12 Tags
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18 Commits
Author SHA1 Message Date
genichin 1010d257ad chore(release): prepare v0.3.1 2026-09-13 15:32:27 +09:00
genichin 925c6b4fa4 fix corporate action replay and trade filtering 2026-09-13 14:17:32 +09:00
genichin 14c118f503 fix corporate action ledger replay invariants 2026-09-13 14:04:30 +09:00
genichin a4664f5991 feat(portfolio): expose corporate actions in unified ledger 2026-09-13 13:52:50 +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
genichinandClaude Opus 4.8 233cbc3df6 fix(portfolio): name 검증에 한글+공백 허용 (minor-change, CHG-20260627-03) 
_PORTFOLIO_NAME_RE + CLI _NAME_RE를 ^[a-zA-Z0-9가-힣 ._:-]{1,100}$로 완화. name은 (owner,name) 조회 키일 뿐 wire 식별자 아님. 475 passed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
 2026-06-27 12:03:33 +09:00
genichinandClaude Sonnet 4.6 d4b841bc37 feat: 태그 HTTP API(BAT-004) 및 pfhub tag CLI + baseline 문서 갱신(BAT-005) 
BAT-004 (REQ-004, REQ-005):
- app/api/v1_tags.py: POST /v1/tags, GET /v1/tags, PATCH /v1/tags/{id}/deactivate
- app/api/v1_portfolios.py: POST/DELETE /v1/portfolios/{id}/tags
- app/api/v1_assets.py: POST/DELETE /v1/assets/{id}/tags 엔드포인트 추가
- app/schemas/v1.py: TagItem, TagCreateRequest, TagListResponse, TagApplyRequest/Response 추가
- app/repositories/portfolio_repository.py, postgres.py: append/remove_portfolio_tag_id 추가
- app/main.py: v1_portfolios_router, v1_tags_router 등록
- tests/test_tags_http_api.py: 22개 HTTP API 테스트

BAT-005 (REQ-007, REQ-008):
- app/cli/commands/tag.py: pfhub tag create/list/deactivate/apply/remove 7개 커맨드 신규
- app/cli/main.py: tag_app 등록
- app/cli/commands/portfolio.py: pfhub portfolio tag add/list/remove 완전 제거(breaking change)
- app/cli/core/utils.py: print_tag_table + list[Tag] render 분기 추가
- tests/test_tags_cli.py: REQ-007 AC-1~9 커버 24개 CLI 테스트 신규
- tests/test_cli.py: 제거된 portfolio tag 테스트 2개 삭제
- docs/data-model.md, interface-contract.md, project-structure.md, runtime-flows.md: 태그 모델 baseline 갱신(REQ-008)
- docs/batches/: BAT-004, BAT-005 전체 산출물(release-candidate)

247 passed

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-20 01:16:13 +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 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 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 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 a776ea3b1d feat(req-002): implement portfolio tagging and tag filters 2026-04-14 01:06:10 +09:00
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 06b1805b92 feat(auth): add DB-backed login, token management, and idempotent auth migration 2026-04-03 12:55:34 +00:00
genichin 3e3acbd13d chore: initial project scaffold and gitignore 2026-04-03 07:33:32 +00:00