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270 Commits 1 Branch 12 Tags
deaaa96c4693fd36791c3f567b7dc2e4fba8a8b9
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166 Commits
Author SHA1 Message Date
genichin deaaa96c46 feat: add service token rename command (#40) 
* docs: preserve original issue 5 body

* feat: add service token rename command

* test: normalize rich option errors
 2026-09-19 21:19:39 +09:00
genichin 996127f215 Preserve ledger venue provenance (#39) 
* feat: preserve ledger venue provenance

* fix: satisfy ledger test lint ratchet

* fix: advance image migration inventory
 2026-09-19 19:30:32 +09:00
genichin 567d662913 fix(portfolios): replay corporate-action cost basis (#38) 2026-09-19 17:07:14 +09:00
genichin f79f3c79b5 chore(release): prepare v0.3.4
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2026-09-13 23:08:22 +09:00
genichin c7d8235bde fix: make corporate actions atomic and recoverable
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2026-09-13 19:33:07 +09:00
genichin 2b470c735f fix(portfolio): tolerate consolidation WAC residue
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2026-09-13 18:36:00 +09:00
genichin 4520fbbfbd ci(release): enforce changed-scope Ruff gate
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2026-09-13 15:41:35 +09:00
genichin 1010d257ad chore(release): prepare v0.3.1 2026-09-13 15:32:27 +09:00
genichin 5b443f718e chore(release): prepare v0.3.0
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2026-09-13 15:03:06 +09:00
genichin 54e4fe4213 fix: sync image migration inventory to 0031 2026-09-13 14:27:03 +09:00
genichin a4664f5991 feat(portfolio): expose corporate actions in unified ledger 2026-09-13 13:52:50 +09:00
genichin dfcafade94 docs(requirements): group REQ-001 documents by requirement 2026-09-10 11:22:43 +09:00
genichin caaf7ce68c fix(release): align image smoke with migration 0030
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2026-09-10 00:51:27 +09:00
copilot-swe-agent[bot]andgenichin 308a1ea59e docs(req-001): record postgres pass evidence for new alias-amount selector 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 14:26:46 +00:00
copilot-swe-agent[bot]andgenichin db35d083de docs(req-001): bind evidence to immutable commit references 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 14:05:51 +00:00
copilot-swe-agent[bot]andgenichin 8368e7ba16 test(ledger): cover amount-missing reject and real-postgres alias amount API path 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 14:05:19 +00:00
copilot-swe-agent[bot]andgenichin 42297030ca fix(ledger): disjoint unified action schema and refresh req-001 traceability docs 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 13:34:50 +00:00
copilot-swe-agent[bot]andgenichin d3601d32dc fix(ledger): keep legacy amount wire type and preserve dividend tax decimals 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 13:00:23 +00:00
copilot-swe-agent[bot]andgenichin 7fc3386f3a docs(req-001): bind local evidence batches to current commit sha 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 12:20:40 +00:00
copilot-swe-agent[bot]andgenichin 7aa3de524a test(req-001): tighten AC coverage and remove markdown trailing whitespace 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 12:20:11 +00:00
copilot-swe-agent[bot]andgenichin 64975033e6 docs(req-001): align evidence batches with actual executed selectors 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 12:09:46 +00:00
copilot-swe-agent[bot]andgenichin 1015b465bb test(req-001): add missing dividend verification regressions and tighten catalog mappings 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 12:08:31 +00:00
copilot-swe-agent[bot]andgenichin f193aa6da3 docs(requirements): restore approved REQ bytes and add REQ-001 traceability artifacts 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 11:59:53 +00:00
copilot-swe-agent[bot]andgenichin a36b451a3d fix(manual-ledger): harden schema init race and sanitize error responses 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 11:38:32 +00:00
genichin 78e347703e docs(requirements): approve manual cash dividend contract 2026-09-09 20:19:39 +09:00
copilot-swe-agent[bot]andgenichin a71c91f6ef fix: add unified ledger amount and enforce manual decimal precision 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 02:23:32 +00:00
copilot-swe-agent[bot]andgenichin ccde81b7a0 feat: support manual dividend ledger entries 
Co-authored-by: genichin <4282227+genichin@users.noreply.github.com>
 2026-09-09 02:04:02 +00:00
genichin 5d6a0ad013 feat(portfolios): allow unassigned strategy creation 2026-08-22 21:21:24 +09:00
genichin 6e17a53b17 chore(release): prepare portfolio-hub v0.2.0
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2026-08-21 17:13:34 +09:00
genichin 5eb8c04266 fix: aggregate investment totals across ledger sources 2026-08-19 17:34:13 +09:00
genichin 02bfa60299 chore(release): prepare portfolio-hub v0.1.3
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2026-08-16 16:57:26 +09:00
genichin c292df0a4b chore(release): harden nick contract for v0.1.2 2026-08-15 23:46:57 +09:00
genichin 9c8baac70b feat(container): harden v0.1.1 publication 2026-08-15 15:14:36 +09:00
genichin fd080496b3 feat(release): add verified image publication pipeline 2026-08-15 14:52:01 +09:00
genichin e90519ad39 fix(daemons): block owner transfer while assigned 2026-08-15 13:20:02 +09:00
genichin e2102b6f2b feat(portfolios): persist and validate daemon assignment on create/update 
POST /v1/portfolios now forwards a non-null managed_by_daemon_id into
create persistence, and both create and PATCH apply the same daemon
validation contract (UUID format -> 422, missing/foreign -> 404,
inactive -> 409, admin target-owner basis). Daemon validation locks the
daemon row FOR SHARE inside the portfolio write transaction so
validation and write form one atomic decision boundary.

Adds domain errors, repository protocol/signature updates, API/PostgreSQL
tests (POST->GET persistence, no partial state on failure, assignment vs
deactivation race), and contract/data-model documentation.
 2026-08-15 12:56:53 +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
genichin be3305a09b chore(docs): remove retired delivery artifacts 
Remove retired StagePilot commands, templates, lifecycle records, and historical delivery documents, and record the current uv dependency lock.
 2026-08-13 13:36:43 +09:00
genichin 93840800fa feat(portfolios): expose ledger investment aggregates 
Add reversal-aware grouped manual-ledger aggregates to portfolio list responses and align the single-portfolio return summary with the same semantics.\n\nRefs #23
 2026-08-13 13:23:31 +09:00
genichin 34792bdb5c docs(release): draft M5 manual ledger rollout 2026-07-15 21:23:15 +09:00
genichin aac08eb524 docs(batch): record PR #21 QC pass and lead confirmation 2026-07-15 20:25:46 +09:00
genichin bd51330a9a docs(batch): reconcile PR #21 QC provenance 2026-07-15 20:10:53 +09:00
Hermes Agent 5f8097947c docs(batch): confirm BAT-025 verification 2026-07-15 17:58:18 +09:00
Hermes Agent 2f82251e57 docs(batch): correct BAT-025 QC provenance 2026-07-15 17:58:18 +09:00
Hermes Agent d48279f7ab fix(migrations): harden BAT-025 PostgreSQL verification 2026-07-15 17:58:18 +09:00
genichin 1909caa22c feat: BAT-025 add portfolio ledger manual metadata migration 2026-07-15 17:58:18 +09:00
genichin 600375beca docs(stagepilot): confirm BAT-025 migration planning and design 2026-07-15 11:02:08 +09:00
Hermes Agent 7b9c23a377 docs(req): approve ledger metadata migration requirement 
Confirm REQ-057 for BAT-025 while preserving REQ-056/BAT-024 implementation status. Operational DB execution remains separately approved.
 2026-07-15 10:50:25 +09:00
genichin f5636c1ade docs(stagepilot): confirm manual ledger batch verification 2026-07-14 19:54:20 +09:00
genichin b3447f699e feat(api): add owner-scoped manual ledger endpoint 2026-07-14 19:49:03 +09:00