- 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>
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
genichinandClaude Opus 4.7