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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 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 a5b5e7a93c fix: resolve SRS conflicts from batch verification analysis (CONFLICT-1~4) 
Conflict Resolutions:
- CONFLICT-1 (High): Fix REQ-006 ownership scope — implement owner_user_id filtering
  * Change app/api/v1_assets.py: owner_user_id=None → owner_user_id=auth.user_id
  * Update docs/runtime-flows.md to reflect service-token owner-scoped portfolio filtering
  * Add regression test in tests/test_v1.py for ownership boundary

- CONFLICT-2 (Medium): Transition REQ-001/002/003 to Implemented
  * REQ-001: local-db-validation-scenarios (via confirm-req-implemented bat-007)
  * REQ-002: alembic-runtime-schema-ownership (via confirm-req-implemented bat-007)
  * REQ-003: local-db-operations-runbook-and-baseline-updates (via confirm-req-implemented bat-007)
  * Update docs/srs/index.md with status transitions

- CONFLICT-3 (Low): Document REQ-012 rotate lifecycle
  * Add rotate lifecycle notes to REQ-012 (change-req req-012)
  * Clarify runtime_id change behavior and trex-basic reconnection requirements

- CONFLICT-4 (Low): Clarify REQ-005 AC-2 endpoint path
  * Change REQ-005 AC-2: 'POST /auth/tokens or equivalent' → 'POST /auth/service-tokens'
  * Update docs/srs/index.md change log with change-req entries

Documentation Updates:
- Update BAT-001 verification status with conflict resolution evidence
- Update release rel-001 with verified status confirmation
- Add change log entries for all conflict resolutions with dates and references

Testing:
- Add ownership boundary test to test_v1.py
- Verify filter works with auth.user_id context
 2026-05-11 11:57:21 +00:00
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 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 9f4a88bef8 docs(dcy/srs): add DCY-001 discovery and REQ-001/002/003 requirements 
Introduces discovery for real DB migration validation and operations readiness:
- dcy-001_20260430_real-db-migration-validation-and-operations-readiness.md
- REQ-001: Local DB validation scenarios (Testing)
- REQ-002: Alembic runtime schema ownership (Migration)
- REQ-003: Local DB operations runbook and baseline updates (Documentation)

Updates discovery and SRS indexes to include new documents.
 2026-04-30 14:20:11 +00:00