Commit Graph
19 Commits
Author SHA1 Message Date
genichinandClaude Opus 4.7 3a78e5c138 fix: reveal plaintext service token on issue/rotate (HOTFIX-001)
- render_service_token_result no longer masks the token field; plaintext
  tokens are SHA-256 hashed in DB and irrecoverable once lost, so issue/
  rotate must reveal them once at issuance (matches interface-contract.md)
- Remove now-unused _mask_payload helper; keep mask_token_text for the
  auxiliary masked_token identifier line
- Add one-time reveal warning to issue/rotate table output
- 3 regression tests: JSON plaintext assertion, render unit test, table warning
- Hotfix Exception Path record: docs/hotfixes/hotfix-001
- Total tests: 369 -> 371 passed

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 17:36:05 +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 1082f041a1 chore: restructure SRS for asset catalog and tag model redesign (dcy-001/002, REQ-001~008)
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
2026-05-19 13:54:25 +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 f4663f202e feat: add daemon CLI rendering functions and tests
- Add print_daemon_table() function to display daemon list in rich table format
- Add print_daemon_detail() function to display individual daemon information
- Update render_output() to support daemon rendering with json/table formats
- Add test for daemon create and list CLI commands with output validation
- Integrate daemon output rendering into CLI workflow
2026-05-14 06:38:21 +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 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 4fa770e771 docs: add rel-003, rel-004 releases and update CLI user scoping implementation
Release: REL-003_20260512 — CLI user scoping and local DB ops runbook

Requirements & Batches:
- BAT-003 (REQ-013): portfolio list --user required enforcement with owner filtering
- BAT-004 (REQ-014): portfolio create --user required enforcement with owner assignment
- BAT-007 (REQ-001/002/003): local DB validation runbook and baseline docs update

CLI Enhancements:
- Update user.py: add username-based user lookup (get_by_username)
- Add UserDetailResponse schema with service token listing
- Update list_service_tokens API in user_service.py
- Enhance user detail display with service token information
- Add service_token_count and service_token_names to user responses

Testing:
- Add comprehensive test coverage in test_cli.py for user commands
- Validate username-based lookup functionality

Release: REL-004_20260512 — Portfolio UUID migration and API UUID switch

Requirements & Batches:
- BAT-006 (REQ-016/017/018): portfolio UUID migration complete
- BAT-008 (REQ-019): baseline documentation update for UUID migration

Breaking Changes (REL-003):
- portfolio list requires --user <username> parameter
- portfolio create requires --user <username> parameter

Documentation:
- Create rel-003 and rel-004 release documents with rollout and rollback plans
- Update docs/releases/index.md with new releases
- Update README.md with CLI user scoping clarification
- Sync all release verification checklists and deployment notes
2026-05-12 12:13:38 +00:00
genichin db5f476a22 refactor: change portfolio list output format from table to line-based
- Replace Rich Table format with line-based output for portfolio list display
- Each portfolio item now displays as individual key-value pairs
- Simplified output structure with better readability
- Update test assertion to match new output format
2026-05-11 00:50:48 +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 8370d998d2 feat: add credential encryption key config and improve service token CLI display
- Add CREDENTIAL_ENCRYPTION_KEY environment variable with Fernet key generation guide
- Improve service token issue command to display raw token once with warning
- Refactor token list display function for better UX (new print_service_token_list)
- Keep backward compatibility with print_service_token_table alias
2026-05-02 12:25:25 +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
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 5168e52e4b Add admin user management 2026-04-03 12:23:44 +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