# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

## Project Overview

Galaxis-Po is a quant portfolio management application for DC pension (퇴직연금) investing. It implements the Kim Jong-bong (김종봉) strategy for backtesting, signal generation, and portfolio management. The strategy logic is defined in `quant.md` — do not modify it without explicit instruction.

## Tech Stack

- **Backend:** FastAPI, Python 3.12, SQLAlchemy, PostgreSQL, uv (package manager)
- **Frontend:** Next.js 15 (App Router), React 19, TypeScript, Tailwind CSS v4, shadcn/ui (Radix primitives)
- **Infrastructure:** Docker Compose, PostgreSQL 18

## Common Commands

```bash
# Backend dev server (from repo root)
cd backend && uv run uvicorn app.main:app --reload

# Frontend dev server
cd frontend && npm run dev

# Run all backend tests
cd backend && uv run pytest

# Run a single test file
cd backend && uv run pytest tests/unit/test_kjb_signal.py -v

# Run e2e tests
cd backend && uv run pytest tests/e2e/ -v

# DB migration
cd backend && uv run alembic upgrade head

# Create new migration
cd backend && uv run alembic revision --autogenerate -m "description"

# Frontend lint
cd frontend && npm run lint

# Frontend type check
cd frontend && npx tsc --noEmit

# Start all services via Docker
docker-compose up -d
```

## Architecture

### Backend (`backend/`)

- `app/main.py` — FastAPI app with lifespan manager (seeds admin user, starts APScheduler)
- `app/api/` — Route handlers (routers): auth, admin, portfolio, strategy, market, backtest, snapshot, data_explorer, signal
- `app/models/` — SQLAlchemy ORM models: user, stock, portfolio, signal, backtest
- `app/schemas/` — Pydantic request/response schemas
- `app/services/` — Business logic layer:
  - `collectors/` — Market data collectors (pykrx for Korean stock data, DART API for financials)
  - `strategy/` — Kim Jong-bong strategy implementation (signal generation, factor calculation)
  - `backtest/` — Backtesting engine
  - `rebalance.py` — Portfolio rebalancing logic
  - `price_service.py`, `factor_calculator.py`, `returns_calculator.py` — Quant utilities
- `app/core/` — Config (pydantic-settings from `.env`), database (SQLAlchemy), security (JWT/bcrypt)
- `jobs/` — APScheduler background jobs: data collection, signal generation, portfolio snapshots
- `alembic/` — Database migrations
- `tests/` — `unit/` and `e2e/` test directories

### Frontend (`frontend/`)

- Next.js App Router at `src/app/` with pages: portfolio, strategy, signals, backtest, admin, login
- `src/components/` — UI components organized by domain (portfolio, strategy, charts, layout, ui)
- `src/lib/api.ts` — Backend API client
- Uses lightweight-charts for financial charts, recharts for other visualizations

### galaxis-agent (`~/workspace/quant/galaxis-agent/`)

galaxis-po를 자율적으로 개발하는 SWE 에이전트 (별도 Gitea 리포: `quant/galaxis-agent`).

- `agent/` — 핵심 모듈: dispatcher, task_queue, cost_guard, task_history, recovery, auto_merge
- `agent/integrations/` — Discord bot, sandbox backends
- `agent/tools/` — 에이전트 도구 (gitea_comment, discord_reply)
- `agent/utils/` — 유틸리티 (gitea_client, discord_client, git_utils)
- `tests/` — 테스트 (139개, Phase 1-4)
- 설계 스펙: `docs/superpowers/specs/`, 구현 플랜: `docs/superpowers/plans/`

## Development Rules

1. Check `docs/plans/` and `docs/superpowers/plans/` for relevant design documents before implementing features
2. All API endpoints go under `backend/app/api/` as routers
3. DB schema changes require an alembic migration — autogenerate 후 반드시 리뷰하고 즉시 `alembic upgrade head`
4. Do not modify `.env` or `docker-compose.prod.yml` (`.env` 설정 안내는 허용, 자동 수정은 금지)
5. Python: snake_case; TypeScript: camelCase
6. External APIs: pykrx (한국 거래소 데이터, 백테스트/시그널 주력), KIS (실시간 매매), DART (재무제표)
7. 커밋은 논리 단위별로 개별 생성. 커밋 전 관련 테스트 실행 필수
8. Frontend 변경 후 `cd frontend && npx tsc --noEmit` 필수

## Environment

Backend config is loaded via pydantic-settings from environment variables / `.env` file. Key variables: `DATABASE_URL`, `JWT_SECRET`, `KIS_APP_KEY`, `KIS_APP_SECRET`, `KIS_ACCOUNT_NO`, `DART_API_KEY`. See `.env.example` for reference.