genichin
b9e3bddb34
feat: add portfolio daemon assignment and improve list rendering
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- 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)
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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
a776ea3b1d
feat(req-002): implement portfolio tagging and tag filters
2026-04-14 01:06:10 +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] and genichin
e8f782bec6
feat(REQ-001): add portfolio comment history API, CLI, repository, migration, and tests
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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
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
genichin
