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
Security Fix:
- Update v1_ledger.py to require trade_write permission instead of read
- Fix authentication dependency from require_read to require_trade_write
- Ensure trade operations cannot be performed with read-only service tokens
Test Coverage:
- Add test_v1_ledger_trade_requires_trade_write_permission() to verify permission boundary
- Confirm read-only tokens are rejected with 403 Forbidden status
- Validate repository methods are not called on permission failure
Documentation:
- Add new Discovery dcy-005 for production admin bootstrap and operator access
- Update docs/discovery/index.md with dcy-005 entry
- Update release rel-001 with additional verification notes and issue references
- 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)
genichin