Commit Graph
78 Commits
Author SHA1 Message Date
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 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 545d4da413 feat(REQ-006): implement v1 assets endpoint with verification
- Add v1_assets.py API endpoint for asset list retrieval
- Add AssetResponse schema to v1.py
- Implement comprehensive test coverage in test_v1.py
- Update requirement verification with implementation evidence
- Update SRS index to mark REQ-006 as Implemented
- Document acceptance criteria validation results
2026-05-03 13:36:27 +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 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 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 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 5d3884fd4a chore: rename CLI to pfhub, update service-token command, and update docs/tests accordingly 2026-04-23 05:25:26 +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