132 Commits

Author SHA1 Message Date
5268d1fa60 test: add E2E tests for KJB strategy, backtest, and signal endpoints
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:18:02 +09:00
3c969fc53c feat: wire KJB into backtest worker, add Signal API, add scheduler job
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:16:13 +09:00
8d1a2f7937 feat: add DailyBacktestEngine for KJB signal-based backtesting
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:14:15 +09:00
65bc4cb623 feat: add KJBStrategy ranking class and API endpoint
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:12:18 +09:00
932b46c5fe feat: add KJBSignalGenerator for daily buy/sell signal detection
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:10:53 +09:00
0aac70886f feat: add TradingPortfolio for signal-based position management
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:08:36 +09:00
01d6b007f6 feat: add Signal Pydantic schemas
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:06:03 +09:00
a64636f6ff feat: add Signal model for KJB trading signals
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:05:17 +09:00
a33457ee6c feat: add pre-backtest data validation to detect missing price data
All checks were successful
Deploy to Production / deploy (push) Successful in 1m13s
Validates trading day count, benchmark coverage, per-date ticker
density, and date gaps before running simulation. Logs warnings for
holdings with missing prices during execution.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 22:55:50 +09:00
5422383fd8 feat: add FinancialCollector for FnGuide financial statement scraping
All checks were successful
Deploy to Production / deploy (push) Successful in 1m8s
Port make-quant-py's FnGuide scraping logic into galaxy-po's
BaseCollector pattern. Collects annual and quarterly financial
statements (revenue, net income, total assets, etc.) and maps
Korean account names to English keys for FactorCalculator.
Scheduled weekly on Monday 19:00 KST since data updates quarterly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 22:38:05 +09:00
653fa08fa4 fix: use actual invested amounts for avg_price in seed data
All checks were successful
Deploy to Production / deploy (push) Successful in 1m48s
The seed script was incorrectly using the latest snapshot's market price
as avg_price, resulting in inflated average costs. Now computes avg_price
from actual total invested amounts per ticker.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 22:01:01 +09:00
238c4d1caf feat: accept valuation amount instead of price for rebalancing input
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>
2026-02-18 21:51:05 +09:00
fe48e20642 fix: set scheduler timezone to KST for correct job execution times
CronTrigger had no explicit timezone, defaulting to system timezone
(UTC in Docker containers), causing jobs to run at KST 03:00/03:30
instead of the intended 18:00/18:30.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 21:45:08 +09:00
d12bf7b54f chore: old plan 2026-02-18 21:44:45 +09:00
a899c17a65 feat: generate transaction records from snapshot diffs in seed script
All checks were successful
Deploy to Production / deploy (push) Successful in 1m27s
Derive buy/sell transactions by comparing consecutive snapshots and
replace existing portfolio on re-run instead of skipping.
2026-02-16 20:56:12 +09:00
48417a03f5 feat: show stock names as primary display in history, strategy, and backtest pages
All checks were successful
Deploy to Production / deploy (push) Successful in 1m32s
2026-02-16 12:52:56 +09:00
87dff8bfa7 feat: show stock names as primary display in portfolio card, detail, and rebalance pages 2026-02-16 12:51:56 +09:00
628b431171 feat: include stock names in snapshot, transaction, and backtest transaction API responses 2026-02-16 12:50:21 +09:00
b6c22f70ae feat: add name field to SnapshotHoldingResponse, TransactionResponse, and backtest TransactionItem schemas 2026-02-16 12:49:18 +09:00
b92f8f298b docs: add stock name display implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 12:47:13 +09:00
c836c133dd docs: add stock name display design
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 12:44:54 +09:00
98d8c1115e feat: add backfill API endpoint for historical data collection
All checks were successful
Deploy to Production / deploy (push) Successful in 1m12s
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 00:35:31 +09:00
9b4d678995 feat: register daily collection job at 18:00 in scheduler
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 00:33:25 +09:00
f13be37470 feat: add backfill job for historical price data
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 00:31:59 +09:00
20240fdb4d feat: add backfill job for historical price data
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 00:29:36 +09:00
cc7ab311ed feat: add daily collection job orchestration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 00:27:06 +09:00
c8bb675ba4 feat: add data explorer to sidebar navigation and fix gitignore
All checks were successful
Deploy to Production / deploy (push) Successful in 1m30s
- 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>
2026-02-13 23:54:09 +09:00
2858c87b1b fix: use named volume for production PostgreSQL to prevent data loss
Two issues caused DB reset on every deploy:

1. docker-compose.prod.yml used bind mount (./data/postgres) with
   PostgreSQL 18's incompatible /var/lib/postgresql/data path.

2. The Gitea CI runner shares Docker socket with the host, but
   ./data/postgres resolves to a temp path inside the runner container.
   Each deploy creates a fresh workspace, so the bind mount always
   points to an empty directory on the host.

Fix: Use a named Docker volume (same as docker-compose.yml dev config).
Named volumes are managed by Docker daemon directly, survive container
recreation, and don't depend on working directory resolution.

Also fix deploy.yml: remove unnecessary mkdir for data dirs, write
backup to /tmp instead of relative path.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 23:47:46 +09:00
0cd1e931b0 feat: display Korean stock names in portfolio views
All checks were successful
Deploy to Production / deploy (push) Successful in 1m35s
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>
2026-02-13 23:22:48 +09:00
51fb812d57 fix: run data collectors in background threads to prevent server blocking
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>
2026-02-13 23:17:25 +09:00
3d5e695559 fix: resolve multiple frontend/backend bugs and add missing functionality
All checks were successful
Deploy to Production / deploy (push) Successful in 2m7s
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>
2026-02-13 22:49:17 +09:00
752db2ef1a fix: serialize Decimal as float in API responses and fix transaction field names
All checks were successful
Deploy to Production / deploy (push) Successful in 1m33s
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>
2026-02-12 23:47:48 +09:00
0a8d17a588 fix: use relative paths for postgres data and backups to avoid root permission issues
All checks were successful
Deploy to Production / deploy (push) Successful in 1m58s
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:42:23 +09:00
4afd01c947 feat: add data explorer frontend page for viewing collected data
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:34:50 +09:00
aa3e2d40d2 feat: add data explorer API for viewing collected stocks/ETFs/prices
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:33:11 +09:00
9fa97e595d feat: rebalance page with manual price input and strategy selection
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:32:49 +09:00
bffca88ce9 feat: add POST /rebalance/calculate endpoint with manual prices
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:30:22 +09:00
8c00359a50 feat: add rebalance calculation with manual prices and additional_buy strategy
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:28:40 +09:00
de77d5b2aa feat: add rebalance calculate schemas and tests
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:27:47 +09:00
6d7cf340ea feat: add historical data import script from data.txt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:27:36 +09:00
75a408362e fix: use host bind mount for postgres data to prevent data loss on deploy
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:26:55 +09:00
08710a6dba fix: remove nonexistent change column from price collector OHLCV mapping
All checks were successful
Deploy to Production / deploy (push) Successful in 1m10s
pykrx get_market_ohlcv returns 6 data columns (시가/고가/저가/종가/거래량/거래대금),
not 7. The 등락률 (change) column does not exist, causing a length mismatch error.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 23:27:23 +09:00
8b9fe7064c fix: correct pykrx ETF module import path and method call
All checks were successful
Deploy to Production / deploy (push) Successful in 1m42s
The pykrx library uses 'etx' not 'etf' as the module directory name,
and fetch() is the proper method that returns a DataFrame.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 21:27:41 +09:00
4261e9c777 fix: switch StockCollector and ValuationCollector from KRX CSV to pykrx
Some checks failed
Deploy to Production / deploy (push) Failing after 1m37s
KRX CSV download endpoint blocks requests from cloud/server IPs,
causing "No columns to parse from file" errors. Replaced with pykrx's
JSON-based API (get_market_ticker_list, get_market_cap_by_ticker,
get_market_fundamental_by_ticker) which is more reliable.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 23:08:50 +09:00
ecb3dca571 feat: add ETF data collectors and admin API endpoints
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>
2026-02-08 23:00:27 +09:00
72c72994b2 fix: collector error
All checks were successful
Deploy to Production / deploy (push) Successful in 1m8s
2026-02-08 22:48:35 +09:00
9f756331c4 fix: remove passlib dependency and fix FastAPI deprecation warnings
All checks were successful
Deploy to Production / deploy (push) Successful in 1m9s
- Replace passlib with direct bcrypt usage to eliminate the
  'module bcrypt has no attribute __about__' warning
- Change Query(regex=) to Query(pattern=) per FastAPI deprecation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 22:34:32 +09:00
eadc935e46 fix: add ADMIN_* env vars to deploy workflow .env.prod generation
All checks were successful
Deploy to Production / deploy (push) Successful in 1m7s
Without these variables the admin user seed was skipped in production.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 22:28:08 +09:00
1dae2945c3 feat: client-side password hashing and admin user auto-seeding
All checks were successful
Deploy to Production / deploy (push) Successful in 1m31s
- 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>
2026-02-08 22:21:36 +09:00
d6e45d01a6 feat: disable user registration endpoint
All checks were successful
Deploy to Production / deploy (push) Successful in 1m7s
Personal-use service — no new account creation needed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 00:17:21 +09:00