feat(slot): BAT-027 M1 — additive 영구 슬롯 필드(instance_key, retired_at) + 마이그레이션 009 (dcy-020/REQ-056)

안 B(점진/additive-first)의 1단계. 라이브 영향·cascade 없이 자산 영구 슬롯 토대의
스키마/모델 필드만 additive 추가.

- Slot.instance_key(기본 "default")·retired_at 추가 + EXPECTED_SLOT_FIELDS 정합
- 마이그레이션 009: instance_key NOT NULL DEFAULT 'default', retired_at,
  부분 UNIQUE(instance_key, portfolio_id) WHERE portfolio_id IS NOT NULL (멱등)
- postgresql _SLOT_COLUMNS/_row_to_slot/update_slot 매핑(row[19]/[20])
- entry_count/trading_date 컬럼은 유지(drop 은 cutover BAT-δ)

검증: 전체 375 passed / 35 skipped, ruff clean (additive — cascade 무파손).
M2(상태머신 inactive 별칭+인스턴스 lock)/M3(소비처 cascade)는 후속.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

docs/batches/bat-027_20260610_asset-permanent-slot-foundation/implementation.md

@@ -1,16 +1,26 @@
 # BAT-027 Implementation
 
-- Status: not-started
+- Status: in-progress (M1 완료, M2/M3 대기)
 - Batch: BAT-027
 
 ## 구현 요약
-- (run-batch-delivery 진입 시 작성) design.md 접근안 확정 후 채운다.
+- 안 B(점진/additive-first). M1(REQ-056 additive 모델+마이그레이션+persistence) 완료. M2/M3(상태머신 inactive 별칭 + 인스턴스 스코프 lock + 소비처 cascade)는 다음 단계.
 
 ## 변경 내역
-- (대기)
+
+### M1 — REQ-056 additive (완료)
+- `trex_core/domain/slot/models.py`: `Slot` 에 `instance_key: str = "default"`·`retired_at: Optional[datetime] = None` 추가, `EXPECTED_SLOT_FIELDS` +instance_key/+retired_at. (entry_count/trading_date 는 안 B로 유지 — drop 은 BAT-δ)
+- `trex_core/adapters/persistence/sql/009_add_slot_instance_key_and_retired_at.sql`(신규): instance_key NOT NULL DEFAULT 'default', retired_at, 부분 UNIQUE(instance_key, portfolio_id) WHERE portfolio_id IS NOT NULL. additive·멱등.
+- `trex_core/adapters/persistence/postgresql.py`: `_SLOT_COLUMNS` +instance_key/retired_at(row[19]/[20]), `_row_to_slot` 매핑, `update_slot` SET. pre_allocate INSERT 는 DEFAULT 의존(변경 없음).
+
+### M2 — REQ-057 상태머신+인스턴스 lock (대기)
+- state.py inactive 표준 + idle/closed 별칭(closed→idle 제거), advisory lock 인스턴스 스코프(2-int).
+
+### M3 — 소비처 cascade 정합 (대기)
+- execution/intents/cli/ops_checks/service 등 idle·closed·전역 lock 참조 정합.
 
 ## 테스트
-- (대기)
+- M1: 도메인 슬롯 단위 79 + 전체 375 passed / 35 skipped, ruff clean(additive 무파손). PG 마이그레이션 009 round-trip 은 verification 단계에서 test DSN 검증.
 
 ## 검증 실행
-- (대기)
+- M1: `TREX_BROKER=paper pytest -q` → 375 passed / 35 skipped / 1 deselected. `ruff check trex_core` All passed.

trex_core/adapters/persistence/postgresql.py

@@ -30,7 +30,7 @@ _SLOT_COLUMNS = (
     "slot_id, trading_date, status, symbol, qty, avg_price, limit_price, "
     "allocated_capital, order_id, strategy_id, broker_order_id, portfolio_id, "
     "sell_strategy_id, forced_close_at, stop_loss_price, take_profit_price, "
-    "created_at, updated_at, entry_count"
+    "created_at, updated_at, entry_count, instance_key, retired_at"
 )
 
 
@@ -139,14 +139,15 @@ class PostgreSQLSlotRepository:
                     "limit_price=%s, allocated_capital=%s, order_id=%s, strategy_id=%s, "
                     "broker_order_id=%s, portfolio_id=%s, sell_strategy_id=%s, "
                     "forced_close_at=%s, stop_loss_price=%s, take_profit_price=%s, "
-                    "entry_count=%s, updated_at=%s WHERE slot_id=%s",
+                    "entry_count=%s, instance_key=%s, retired_at=%s, "
+                    "updated_at=%s WHERE slot_id=%s",
                     (
                         slot.status.value, slot.symbol, slot.qty, slot.avg_price,
                         slot.limit_price, slot.allocated_capital, slot.order_id,
                         slot.strategy_id, slot.broker_order_id, slot.portfolio_id,
                         slot.sell_strategy_id, slot.forced_close_at,
                         slot.stop_loss_price, slot.take_profit_price,
-                        slot.entry_count,
+                        slot.entry_count, slot.instance_key, slot.retired_at,
                         slot.updated_at or datetime.now(tz=timezone.utc), slot.slot_id,
                     ),
                 )
@@ -276,6 +277,8 @@ class PostgreSQLSlotRepository:
             created_at=row[16],
             updated_at=row[17],
             entry_count=int(row[18]) if row[18] is not None else 0,
+            instance_key=row[19] if row[19] is not None else "default",
+            retired_at=row[20],
         )
 
 

trex_core/adapters/persistence/sql/009_add_slot_instance_key_and_retired_at.sql

@@ -0,0 +1,16 @@
+-- BAT-027 / dcy-020 / REQ-056 (안 B): asset-centric permanent slot foundation.
+-- Additive step — adds the instance scope key and the soft-retire marker without
+-- touching live rows or dropping pool-model columns (entry_count/trading_date
+-- removal is deferred to the cutover, BAT-δ).
+--   * instance_key: scopes slots per daemon instance in a shared DB. DEFAULT
+--     'default' keeps existing single-instance rows valid; real tagging happens
+--     in the cutover (REQ-064).
+--   * retired_at: soft-retire / universe-detached marker (OQ-2).
+-- Uniqueness is a PARTIAL index (WHERE portfolio_id IS NOT NULL) so anonymous
+-- pool rows (portfolio_id NULL) don't collide during the transition; promoted to
+-- a full unique constraint after cutover.
+ALTER TABLE daily_slot ADD COLUMN IF NOT EXISTS instance_key TEXT NOT NULL DEFAULT 'default';
+ALTER TABLE daily_slot ADD COLUMN IF NOT EXISTS retired_at TIMESTAMPTZ;
+CREATE UNIQUE INDEX IF NOT EXISTS uq_daily_slot_instance_portfolio
+    ON daily_slot (instance_key, portfolio_id)
+    WHERE portfolio_id IS NOT NULL;

trex_core/domain/slot/models.py

@@ -46,6 +46,13 @@ class Slot:
     entry_count: int = 0
     created_at: Optional[datetime] = None
     updated_at: Optional[datetime] = None
+    # dcy-020 / REQ-056 (BAT-027): asset-centric permanent slot foundation (안 B).
+    # instance_key scopes slots per daemon instance in a shared DB
+    # (UNIQUE(instance_key, portfolio_id)); advisory lock is also instance-scoped.
+    # retired_at marks a soft-retired / universe-detached slot (OQ-2). Both added
+    # additively here; entry_count/trading_date removal is deferred to cutover (BAT-δ).
+    instance_key: str = "default"
+    retired_at: Optional[datetime] = None
 
 
 # Canonical column contract for `Slot` (dcy-001 OQ-2 / FR-5).
@@ -72,6 +79,8 @@ EXPECTED_SLOT_FIELDS: frozenset[str] = frozenset({
     "entry_count",        # dcy-019 / REQ-002 (BAT-025)
     "created_at",
     "updated_at",
+    "instance_key",       # dcy-020 / REQ-056 (BAT-027)
+    "retired_at",         # dcy-020 / REQ-056 (BAT-027)
 })