- Remove hardcoded database_url/jwt_secret defaults, require env vars
- Add DB indexes for stocks.market, market_cap, backtests.user_id
- Optimize backtest engine: preload all prices, move stock_names out of loop
- Fix backtest API auth: filter by user_id at query level (6 endpoints)
- Add manual transaction entry modal on portfolio detail page
- Replace console.error with toast.error in signals, backtest, data explorer
- Add backtest delete button with confirmation dialog
- Replace simulated sine chart with real snapshot data
- Add strategy-to-portfolio apply flow with dialog
- Add DC pension risk asset ratio >70% warning on rebalance page
- Add backtest comparison page with metrics table and overlay chart
Add CLAUDE.md and AGENTS.md for AI-assisted development guidance,
analysis report with screenshots, and Playwright-based e2e test for
signal cancellation flow.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add WalkForwardResult model with train/test window metrics
- Create WalkForwardEngine that reuses existing BacktestEngine
with rolling train/test window splits
- Add POST/GET /api/backtest/{id}/walkforward endpoints
- Add Walk-forward tab to backtest detail page with parameter
controls, cumulative return chart, and window results table
- Add Alembic migration for walkforward_results table
- Add 8 unit tests for window generation logic (100 total passed)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add paginated responses (items/total/skip/limit) to:
- GET /api/data/stocks/{ticker}/prices (default limit=365)
- GET /api/data/etfs/{ticker}/prices (default limit=365)
- GET /api/portfolios/{id}/snapshots (default limit=100)
- GET /api/portfolios/{id}/transactions (default limit=50)
Frontend: update snapshot/transaction consumers to handle new response
shape, add "Load more" button to transaction table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Eliminates XSS token theft by storing JWT in httpOnly Secure cookie
instead of localStorage. Backend sets cookie on login and clears on
logout. Token extraction uses cookie-first with Authorization header
fallback for backward compatibility with existing tests.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add "거래 추가" button to the transactions tab with a modal dialog for
manually entering buy/sell transactions (ticker, type, quantity, price, memo).
Refreshes portfolio and transaction list after successful submission.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Portfolio value chart now uses actual snapshot API data instead of
generated simulation. Shows empty state message when no snapshots exist.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add hover-visible edit (rename) and delete buttons to portfolio cards
on the list page, with modal dialogs for name editing and delete
confirmation. Uses existing PUT/DELETE API endpoints.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add class-based ErrorBoundary component that catches rendering errors
and shows a user-friendly fallback with retry/reload buttons. Wrap in
root layout to protect against full-page crashes.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace silent console.error-only handling with user-visible toast notifications
using sonner, while keeping console.error for debugging.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add a compare page at /strategy/compare that runs MultiFactor, Quality,
and ValueMomentum strategies simultaneously and displays results side-by-side
with common ticker highlighting and factor score comparison table.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add realized_pnl column to transactions table with alembic migration
- Calculate realized PnL on sell transactions: (sell_price - avg_price) * quantity
- Show total realized/unrealized PnL in portfolio detail summary cards
- Show per-transaction realized PnL in transaction history table
- Add position sizing API endpoint (GET /portfolios/{id}/position-size)
- Show position sizing guide in signal execution modal for buy signals
- 8 new E2E tests, all 88 tests passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 1 (Critical):
- Add bulk rebalance apply API + UI with confirmation modal
- Add strategy results to portfolio targets flow (shared component)
Phase 2 (Important):
- Show current holdings in signal execute modal with auto-fill
- Add DC pension risk asset ratio warning (70% limit)
- Add KOSPI benchmark comparison to portfolio returns
- Track signal execution details (price, quantity, timestamp)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Allow users to execute active KJB signals by selecting a portfolio,
entering quantity and price, then creating the corresponding transaction
and updating holdings. Signal status changes to 'executed' after completion.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
For holdings with quantity > 0, the input now accepts the total
valuation amount and derives the current price by dividing by quantity.
Holdings with quantity 0 (target-only) still accept price directly.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add "데이터 탐색" menu item to sidebar with Search icon
- Add "수집 데이터 조회" link button on data management page
- Fix sidebar active state to correctly distinguish /admin/data
from /admin/data/explorer
- Add page title mapping for data explorer in header
- Fix .gitignore: add negation for frontend/src/app/admin/data/
so admin data pages are tracked without needing git add -f
- Fix dashboard loading state (return null → skeleton with layout)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The portfolio API was returning only ticker symbols (e.g., "095570")
without stock names. The Stock table already has Korean names
(e.g., "AJ네트웍스") from data collection.
Backend: Add name field to HoldingWithValue schema, fetch stock names
via RebalanceService.get_stock_names() in the portfolio detail endpoint.
Frontend: Show Korean stock name as primary label with ticker as
subtitle in portfolio detail, donut charts, and target vs actual
comparison. Dashboard donut chart also shows names.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The collect endpoints were defined as async def but called synchronous
collector.run() directly, blocking the single uvicorn event loop for
up to 15+ minutes during price collection. This caused all other
requests (including auth/login) to hang, making the app unusable.
Backend: Run each collector in a daemon thread with its own DB session,
returning HTTP 200 immediately. The collector logs status to JobLog as
before, which the frontend can poll.
Frontend: Auto-poll job status every 3s while any job is "running",
with a visual indicator. Disable collect buttons during active jobs.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Backend:
- Fix Decimal serialization in data_explorer.py (Decimal → FloatDecimal)
- Fix Optional type hints for query parameters in admin.py
- Fix authentication bypass in market.py search_stocks endpoint
Frontend:
- Fix 404 page: link to "/" instead of "/dashboard", proper back button
- Rewrite dashboard with real API data instead of hardcoded samples
- Implement actual equity curve and drawdown charts in backtest detail
- Remove mock data from backtest list, load real results from API
- Fix null dividend_yield display in quality strategy page
- Add skeleton loading states to 7 pages that returned null during load
Infrastructure:
- Fix PostgreSQL 18 volume mount compatibility in docker-compose.yml
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Pydantic v2's model_dump(mode="json") serializes Decimal as strings (e.g.,
"33.33" instead of 33.33), causing frontend crashes when calling .toFixed()
on string values. Introduced FloatDecimal type alias with PlainSerializer
to ensure Decimal fields are serialized as floats in JSON responses.
Also fixed frontend Transaction interface to match backend field names
(created_at → executed_at, transaction_type → tx_type).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add ETFCollector (KRX master data) and ETFPriceCollector (pykrx OHLCV)
with corresponding admin API endpoints and frontend collection UI buttons.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Hash passwords with SHA-256 on frontend before transmission to prevent
raw password exposure in network traffic and server logs
- Switch login endpoint from OAuth2 form-data to JSON body
- Auto-create admin user on startup from ADMIN_USERNAME/ADMIN_PASSWORD
env vars, solving login failure after registration was disabled
- Update auth tests to match new SHA-256 + JSON login flow
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Alpine's wget resolves localhost to IPv6 [::1] first, but Next.js
standalone listens on 0.0.0.0 (IPv4 only), causing connection refused.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove nginx from docker-compose.prod.yml (NPM handles reverse proxy)
- Add Next.js rewrites to proxy /api/* to backend (backend fully hidden)
- Bind frontend to 127.0.0.1:3000 only (NPM proxies externally)
- Replace hardcoded localhost:8000 in history page with api client
- Make CORS origins configurable via environment variable
- Restrict CORS methods to GET/POST/PUT/DELETE
- Add Gitea Actions deploy workflow with secrets-based env management
- Add security headers (X-Frame-Options, X-Content-Type-Options, Referrer-Policy)
- Add BACKEND_URL build arg to frontend Dockerfile for standalone builds
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Toast notifications with sonner
- Loading skeleton components
- Improved loading states
- 404 page
- Cleanup old components
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add StrategyCard component with icon, CAGR range, risk badge, and stock count
- Update strategy list page with improved cards and descriptions
- Redesign backtest page with split layout (form left, results right)
- Add summary cards for CAGR, MDD, Sharpe ratio, and total return
- Integrate charts for equity curve, drawdown, and yearly returns
- Add badge, select, and skeleton UI components
- Toggle between new backtest form and history view
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- TradingView chart component with lightweight-charts v5 API
- PortfolioCard component with mini pie chart and return display
- Updated portfolio list with cards and empty state
- Portfolio detail with charts, tabs (holdings/transactions/analysis)
- Improved holdings table with progress bars for weight
- Added tabs component from shadcn
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Sparkline for summary cards
- AreaChart for asset trends
- DonutChart for sector allocation
- BarChart for portfolio comparison
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Portfolio pages updated with DashboardLayout and shadcn/ui Card components
- Strategy pages updated (multi-factor, quality, value-momentum)
- Backtest pages updated with consistent styling
- Admin data management page updated
- Login page improved with shadcn/ui Card, Input, Button, Label
- All pages now support dark mode via CSS variables
- Removed old Sidebar/Header imports, using unified DashboardLayout
- Added shadcn/ui input and label components
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Collapsible Sidebar with navigation
- Header with page titles and logout
- DashboardLayout with responsive design
- Updated dashboard page
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Create ThemeProvider component
- Apply ThemeProvider to root layout
- Enable system theme detection
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add tailwind.config.ts with shadcn/ui theme colors
- Update globals.css with CSS variables for dark/light mode
- Add utils.ts with cn() helper function
- Add components.json for shadcn/ui CLI
- Update postcss.config.mjs with autoprefixer
- Exclude playwright config from tsconfig to fix build
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Remove unused login helper in portfolio.spec.ts
- Add eslint-disable for useEffect in history page
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
