OQ-1: (a′) 기존 슬롯 도메인 유지 + 운영 프로파일/규칙 추가 (PositionBook 불필요)
OQ-2: safety_sell_enabled=false → 코어 손절매 루틴 없음, 전략 모듈 전적 책임
OQ-3: per-instance watchdog_timeout_sec 연장 (1800s 이상 권장), 알림은 후속 Discovery
OQ-4: 중장기 전략 폴링 주기 최소 1분·최대 10분
feat(bat-041): REQ-076/077/078 — watchdog timeout TOML + 중장기 운영 프로파일 + baseline
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
BAT-032 (dcy-022): timeout_sec/slippage_pct 실행 정책, 미체결 자동 취소,
보호 지정가, `trex-core cancel` 백스톱. 마이그레이션 012.
BAT-033: `trex-core enter --qty` 필수 검증 — 미지정 시 RPC 전 즉시 오류.
BAT-034 (dcy-023): allocated_capital 죽은 필드 전 경로 제거 (domain·intent·
persistence·snapshot·CLI). 마이그레이션 013(비가역 DROP). 외부 발신자
unknown key 무시 수신 의미론 적용.
REL-006 confirmed: BAT-026~034 통합 릴리즈, pre-release smoke 증거 포함.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
new-discovery: 보유 자산 슬롯 수량 변경(HOLDING→HOLDING)·부분 매도·사이징 intent.
OQ-1~4 전부 결정 후 confirm-discovery 승인(Justin Ko):
- OQ-1 명령형 계약 — 전략이 cash+quantity 로 qty+price 계산·전송, core 는 실행 substrate(target 미저장·미추적)
- OQ-2 wire 단위 = 정수 주식 수+가격, 비중/금액 환산은 전략 책임
- OQ-3 증액 avg_price 가중평균·부분 매도 cost basis 유지·실현손익 ledger/hub 소유
- OQ-4 intent 당 1회 집행, core 측 target 저장·주기 reconcile 없음, 자동 리밸런싱 Out of Scope
- 부수: 과매도→min(intent,잔고)·이상이면 전량, 부분 체결→실제 체결만 ledger·미추적·전략 재수렴(증액/감액 대칭)
능동 capacity 배분·미체결 pending 고착 처분(issue #21)은 별도 Discovery 후보로 분리.
dcy-020 후속 참조 갱신 + index dcy-021 confirmed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
issue #18(슬롯별 entry_count + closed 슬롯 재할당)을 Discovery 로 정리·확정.
OQ-1(entry_count=daily_slot 단독, daily_symbol_entries 와 분리)·OQ-2(tie-break:
entry_count→updated_at→slot_id)·OQ-3(closed 직접 후보, closed→pending_buy 신규
전이, →pending_buy 시 +1) 사용자 결정 반영. daily_symbol_entries 제거는 별도
REQ-002 change-req 트랙. confirm-discovery 게이트 통과 → confirmed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
데몬이 시스템 UTC 날짜로 슬롯을 1회만 preallocate 해 trading_date 가 KST 캘린더와
어긋나고 재시작 없이는 다음날 슬롯이 안 생기던 문제(issue #14) 정정.
거버넌스: 전부 change-req (신규 REQ 없음, dcy-014 OQ-3; 스케줄러는 REQ-030 패턴 준용).
- REQ-005: trading_date 를 설정 타임존(기본 Asia/Seoul) 기준 계산(timestamp 는 UTC
유지). DailyPreallocationScheduler 신규 — TZ 일자당 1회 멱등 fire, 재시작 없이
다음날 슬롯 자동 생성. setup() 배선 + trex-preallocation 스레드
- REQ-048: TOML trading_timezone/daily_preallocation_time 키 + from_config 전파
- REQ-009: runtime-flows/data-model 정합 + instance.example.toml
OQ-1 기본 00:00(TZ 자정, TOML 설정 가능) / OQ-2 매 캘린더일 생성(거래일 캘린더 후속).
멱등 preallocate 로 중복 tick·다중 인스턴스 중복 생성 0.
검증: 단위 302 passed/32 skipped, 인프라 게이트(PG+RabbitMQ) 334 passed, ruff clean.
신규 test_preallocation_scheduler(고정 clock) + test_instance_config 확장.
BAT-018 release-candidate.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
## REQ-038 CHG-04/05: KIS 시세 tr_id 정정 (FHKST01010100)
- kis.py _tr_price(): TTTC8397R/VTTC8397R → FHKST01010100 (실전/모의 공용)
배포 전 실 KIS LIVE 진단에서 구 tr_id가 rt_cd=1 "없는 서비스 코드"로 거부됨을
확인 — stop-loss/take-profit이 LIVE에서 조용히 미발동하는 결함이었음.
FHKST01010100으로 정정 후 get_current_price('005930')=329000(rt_cd=0) 확인.
- test_kis_price.py: AC-7 테스트 정정 (FHKST01010100 공용 검증)
- REQ-038: CHG-04/05 Change Log 추가, Requirement/AC-7/Notes 정정
- BAT-011 implementation.md: LIVE 검증 및 tr_id 정정 이력 추가
- BAT-011 verification.md: AC-7 evidence를 CHG-04 정정 버전으로 갱신
- docs/srs/index.md: CHG-04/05 Change Log 항목 추가
## REL-003: core 자율 안전 매도 release 문서 생성
- docs/releases/rel-003_20260607_core-autonomous-safety-sell.md 신규 생성
(BAT-010 + BAT-011, app-service profile, Status: confirmed)
- docs/releases/index.md: REL-003 행 추가
## dcy-008: 비상 정지/강제 청산(kill-switch) Discovery 초안
- docs/discovery/dcy-008_20260607_emergency-stop-kill-switch.md 신규 생성
GitHub #3 기반; SlotService.sell() 재사용, 당일 전략 제외 day-scoped
FR 6개, NFR 3개, OQ 4개 (트리거 표면/영속 방식/수동 해제 결정 필요)
- docs/discovery/index.md: dcy-008 행 추가
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- new-discovery dcy-005: read-direction follow-up of dcy-004 (deferred
get_assets/get_portfolios). trex-core exposes portfolio-hub asset snapshot
as a read API, returning buy candidates with slot-occupied symbols filtered
out (slot overlay) and an empty list when no slots remain.
- 6 open questions pinned: snapshot shape, freshness/cache, core-proxy policy,
in-flight overlay (ledger outbox eventual consistency), availability degrade,
empty-list semantics.
- Link dcy-004 후속 Discovery 참조 → dcy-005; add dcy-005 to discovery index.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Record fills to the portfolio-hub ledger (orbit post_ledger_trade pattern)
so external accounting/positions reflect trades. The slot already carries
portfolio_id but nothing consumes it; this closes a deferral not previously
made explicit in dcy-003. Scope: LedgerPort + portfolio-hub adapter + stub,
record on buy/sell fill, execution_id idempotency, failure retry/hold;
out of scope: non-trade transactions, asset sync, reconciliation. OQ-1
(asset_id source), OQ-2 (durability), OQ-3 (exec data source) left for
confirm-discovery; handoff held.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
dcy-003 confirmed (all OQ answered, operator-confirmed scope/risk):
- OQ-1: paper/stub + real KIS Open API adapter (validated on KIS paper
server; live account go-live config-gated, deferred).
- OQ-2: unified async fill (submit -> poll); paper is a deterministic
async double (no synchronous shortcut) for faithful path coverage.
- OQ-3: option A — pending slot is the execution queue, broker_order_id
is the idempotency guard; no separate outbox table (option B as a
growth hook; intent_log stays dedup-only).
- OQ-4: dedicated background execution loop (claim -> submit -> poll ->
reconcile); intent API only transitions to pending.
Decompose into REQ-011~015 (all Proposed): BrokerPort + paper double,
KIS adapter, execution loop, durability+reconciliation (Exception),
baseline alignment. NFR-1/2/3 absorbed. Update SRS index + dcy-003
created-REQ refs. Safety floor, KIS live account, strategy daemons, and
auth remain deferred to follow-up Discoveries.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Second iteration scope: promote the slot pure-domain core to a long-lived
daemon exposing a versioned HTTP API for buy/sell strategy daemons, backed
by durable single-writer PostgreSQL persistence.
All open questions resolved and operator-confirmed:
- OQ-1 durability: synchronous commit + intent_id idempotency + durable
intent_log seam; full async outbox deferred to the broker-execution
Discovery.
- OQ-2 framework: FastAPI + uvicorn.
- OQ-3 endpoints: /v1 set (healthz, intents/buy, intents/sell,
intents/{id}, slots, capacity); cancel/preallocate excluded.
- OQ-4 schema: trex-core-owned migrations keyed to dcy-001 Appendix A
(orbit-v2 DDL as reference), archive excluded, drift test realizes the
DB-side check dcy-001 OQ-2 deferred.
Scope defers broker execution, safety floor, and strategy daemons to a
follow-up Discovery. Confirmed By Justin.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Resolve scope/toolchain CONFIRM items (operator-confirmed), check off
remaining handoff items, and flip Freeze flags (Handoff 승인, Ready true,
Confirmed By Justin). Update discovery index row to confirmed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
First real Discovery after baseline bootstrap. Defines scope, FR/NFR,
risks, and success criteria for bootstrapping the trex-core Python
project and migrating the slot pure domain (no persistence/CLI).
Open questions OQ-1 (package namespace) and OQ-2 (column-contract
anchoring) left for confirm-discovery; handoff held.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Initialize baseline seed, four baseline docs (project-structure,
runtime-flows, interface-contract, data-model), and the active
discovery/srs/batches/releases indexes. Content derived from the
trex-orbit slot pure-domain migration plan (trex-core as a new base,
pure domain only).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
genichinandClaude Sonnet 4.6