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f0a6caa178c9a516342f2c43d8052ec1560bd027
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5 Commits
Author SHA1 Message Date
genichin 03bc3dcd8f docs: add rel-005 production operator runbook and credential matrix (REQ-020~022) 
Release: REL-005_20260512 — Production Operator Runbook and Credential Matrix

Requirements Approved (REQ-020~022):
- REQ-020: production admin bootstrap and steady-state operator access runbook (Deployment)
- REQ-021: release credential matrix and token provenance procedures (Documentation)
- REQ-022: operator log access and release evidence recording procedures (Documentation)

Batch: BAT-009
- Enhance README.md Production Operator Runbook section with:
  - Deployment secret custodian role labels
  - Release approver and production operator role definitions
  - Credential matrix table (public/read/trade-write/admin permission levels)
  - Canonical smoke environment specifications
  - HTTP status code interpretation (401/403/404)
  - Release evidence recording fields

Documentation Updates:
- Add README.md Section 2: deployment roles and responsibilities
- Add README.md Section 3: 4-tier credential matrix with token usage patterns
- Enhance README.md Section 6: smoke test procedures and evidence capture
- Add bootstrap/steady-state/break-glass 3-tier access pathway clarification
- Create REQ-020 Deployment runbook document
- Create REQ-021 credential matrix procedures document
- Create REQ-022 operator log access procedures document

Discovery & Release:
- Update dcy-005 with operator access requirements analysis
- Create rel-005 with docs-only profile and deployment notes
- Update docs/batches/index.md with BAT-009 entry
- Update docs/srs/index.md with REQ-020~022 entries and change log
 2026-05-12 23:19:48 +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 d20d784452 docs: add rel-002 release and transition REQ-011, REQ-012, REQ-015 to Implemented 
Release: rel-002_20260511_operator-cli-tooling-and-baseline-docs-sync

Requirements Completed:
- REQ-011: baseline docs update for trex-basic contract (BAT-008 verification passed)
- REQ-012: service-token rotate CLI command (BAT-002 verification passed)
- REQ-015: broker credential CLI command group (BAT-005 verification passed)

Release Contents:
- Operator CLI tooling with service-token rotate and broker credential management
- Baseline documentation synchronized with trex-basic interface contract
- Complete v1 API and portfolio ownership model documentation

Documentation Updates:
- Create rel-002 release document with included batches and deployment notes
- Update docs/releases/index.md with release entry
- Add implementation evidence to REQ-011, REQ-012, REQ-015
- Update SRS index with Implemented status transitions and change log
 2026-05-11 12:13:29 +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 e362de205f chore: initialize StagePilot baseline documentation and discovery/SRS/batches/releases structure 2026-04-30 13:19:48 +00:00