Adds a lease-loss/reacquire integration rehearsal and fixes Dapper due-schedule materialization with an explicit row DTO. Evidence: PostgreSQL test 1/1 passed; TRX SHA256 49627FF0180034D2A7A1E4393448C73D337D918E7CE47EA9FC2BDB144FBBA833.
Carries scheduledFor, catch-up policy, and maxCatchUp from the scheduler through the request model and transactional outbox. Evidence: targeted Release tests 5/5 passed; TRX SHA256 C1BF3EF274702305A29673D5B6A1C3A98D08B1716DA3CD8CB0EE710B5E6C12E6. Schedules remain disabled.
Systematic sweep of every *Handler registered in Program.cs (same
method that found DEBT-026/027) found ActivateModelHandler was the
last orphan in Features/ApprovalWorkflow/: no POST /approvals/{id}/activate
endpoint existed, so an Approved proposal could never reach Active -
the entire point of this maker-checker slice.
While wiring it up, found the handler's original call would have
overwritten the checker's approved_by/approval_notes with the
activating SRE's identity (it passed userEmail through
UpdateProposalStatusAsync's approvedBy parameter), and never set
activated_by/activated_at at all despite those columns existing since
migration 0036. Added a dedicated ApprovalWorkflowSql.ActivateProposalAsync
that only touches activation-specific columns, and a regression test
asserting the checker's approval record survives activation unchanged.
Also documents DEBT-029 (discovered, not fixed - genuine cross-cutting
scope): LogAuditEventCommandHandler is never called by any other
slice, so VS-27's audit trail is empty in production regardless of
activity even though its own tests pass. Downgraded AEG-VS-27-01 from
COMPLETED to BLOCKED in the tracker to reflect that honestly.
dotnet build KArtSell.sln -c Release: clean. Not run against a live
database this session.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
DEBT-022 previously only checked AuditSql/TradeSql/SellDecisionSql
(where the bug was first found) and left PortfolioReconciliation/
ApprovalWorkflow explicitly "not yet checked". This pass enumerates
every jsonb/inet column across db/migrations/*.sql (case-insensitive,
since several use JSONB/INET uppercase) and checks each for a C#
writer.
PortfolioReconciliation has no jsonb/inet columns at all.
ApprovalWorkflow's one jsonb column was already cast correctly.
Several other jsonb columns belong to unimplemented slices (no writer
yet, so no current bug surface).
Found one new, real instance of the bug: OpenDartService.CacheResultAsync
inserted a JSON string into opendata.opendart_cache.data_json JSONB
without a cast - same 42804 failure mode as the already-documented
cases, just never previously exercised. Fixed with @dataJson::jsonb.
dotnet build KArtSell.sln -c Release: clean. Not run against a live
database this session.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
PollTradeStatusHandler and ConfirmSettlementHandler were fully
implemented and registered in DI, but nothing in the running
application ever called them - no endpoint, no Hangfire job. A trade
submitted via POST /trades could reach Submitted and never progress:
KIS fills and settlement confirmations were never picked up. Same
class of gap as DEBT-026 (a complete handler with no caller).
Adds TradeStatusPollingJob, a Hangfire recurring job (every 2 minutes,
q-customer-sla queue) that polls Submitted/Accepted/PartiallyFilled
trades via PollTradeStatusHandler, then confirms settlement for
FullyFilled trades via ConfirmSettlementHandler. Registered in
Program.cs alongside the other recurring jobs.
dotnet build KArtSell.sln -c Release: clean. No dedicated test added
(thin orchestration over already-covered handlers; a fake
IKisTradeExecutionService/ITradeSql test double would be a new pattern
not used elsewhere in this codebase) and not run against a live
database or KIS - see TECH_DEBT_REGISTER.md DEBT-027.
Also corrected WBS_PROGRESS_TRACKER.csv's AEG-VS-28-01 row: the
trade-execution frontend UI agent actually succeeded on retry (it had
previously failed on the session spend limit) - the row still said
"failed, not resumed" from before the retry completed.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
TradeExecution: TradeOutboxPublisher.PublishAsync replaced with
UpdateAndPublishAsync, which opens one connection/transaction, updates
trade status and writes the outbox message on it, then commits once.
Used by the 3 call sites that publish an event after a status update
(SubmitTradeHandler, PollTradeStatusHandler's FullyFilled branch,
ConfirmSettlementHandler).
PortfolioReconciliation: ReconcileTradeHandler now injects the
request-scoped IDbConnection (the same instance ReconciliationSql
already uses) instead of opening a second separate connection via
IDbConnectionFactory, begins one transaction shared by
ReconciliationEngine.ReconcileTradeAsync and the outbox writes, and
commits once. Required adding IDbTransaction-aware overloads of
GetHoldingAsync/UpsertHoldingAsync/InsertReconciliationLogAsync - the
read needed one too, since Npgsql throws if a command on a connection
with a pending transaction doesn't have it attached.
dotnet build KArtSell.sln -c Release: clean. Integration tests: 17
pure-logic tests pass, 13 DB-backed tests fail with the pre-existing
connection-refused error (no SSH tunnel in this environment) - the
transactional changes themselves are not yet verified against a live
database. Also corrected two WBS_PROGRESS_TRACKER.csv rows that
inaccurately said frontend UI work was "in progress" when the
background agents building VS-28/VS-29 UI had actually failed
(hit the session's spend limit) before committing anything.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
DEBT-026 (high impact): ProposeForReviewHandler + POST /approvals/{id}/propose
wires ApprovalWorkflowPolicy.CanProposeForReview, which previously had no
Handler/Endpoint calling it. Before this, a proposal created via POST
/approvals could never reach Approved/Active through the running application
- the maker-checker gate was not completable end-to-end via HTTP.
DEBT-025 (medium impact): GetApprovalByIdEndpoint (GET /approvals/{id}) +
ApprovalWorkflowSql.GetEvidenceForProposalAsync make evidence attached during
approval (PBO/DSR/OOS artifact links) readable via HTTP instead of only by
querying model_operations.approval_evidence directly.
Both discovered while resolving DEBT-017 earlier the same session. 4 new
tests added. dotnet build -c Release clean. Not verified against a live
database (no SSH tunnel open in this environment) - see
TECH_DEBT_REGISTER.md and WBS_PROGRESS_TRACKER.csv AEG-VS-26-01 for the
honest verification status; do not mark COMPLETED until a real Postgres
run passes.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Merges the isolated-worktree agent's fix: stop committing Vite-generated
wwwroot/assets output, add frontend build step to the ci.yml publish job
so release zips still ship a real build.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
# Conflicts:
# CURRENT_ROADMAP.md
Keep action order while preventing disabled or busy actions from emitting a command. Preserve test evidence; status remains IN_PROGRESS pending predecessor acceptance.
Adopt Features/ApprovalWorkflow/ (wired into Program.cs, reachable over
HTTP) as the sole VS-26 (formerly VS-03) maker-checker approval slice.
Delete the dead, [DontRegister]'d duplicate under
ApprovalWorkflow/ (Workstream H) and its dedicated test file, which had
been misleadingly credited with "20/20 tests PASS" while being
unreachable at runtime.
- Sql.cs: fix the same Dapper DateOnly-parameter-binding bug that was
already found and fixed in the now-deleted implementation
(commit 2ccf74c) but had not been ported to this one; InsertProposalAsync
would have failed 100% of the time against a real database.
- tests/.../ApprovalWorkflow/ApprovalWorkflowTests.cs: new Handler+Sql+
real-Postgres integration coverage (create/approve/activate role
gating, maker!=checker separation of duties, evidence attachment,
DateOnly round-trip, list filtering) replacing the deleted dead-code
suite at the same path.
- ApprovalWorkflowPolicyTests.cs: extended (5->10 cases) rather than
replaced, since it already tested the kept implementation's Policy.
- Program.cs: drop the reference comment to the deleted namespace.
- TECH_DEBT_REGISTER.md: DEBT-017 marked Completed (DB verification
pending); corrected stale DEBT-023 to point at this resolution;
registered two residual gaps discovered (not introduced) by this
cleanup as DEBT-025 (no GET /approvals/{id}, evidence unreachable via
HTTP) and DEBT-026 (no wired Draft->Proposed transition, so the
approve/activate path is currently unreachable end-to-end via HTTP).
- WBS_PROGRESS_TRACKER.csv / CURRENT_ROADMAP.md: AEG-VS-26-01 kept
BLOCKED, not COMPLETED — no PostgreSQL was reachable in this session
(127.0.0.1:5432 connection refused), so the 8 new integration tests
are unverified; only the 10 pure-Policy tests were confirmed passing.
Cherry-picked cedc8d7/8c777df from docs/wbs-tracker-current-state onto
this worktree branch first, to bring in the VS-26 renumbering and
ADR-WBS-001 that this task's brief assumed already existed.
dotnet build -c Release: 0 errors/0 warnings.
dotnet test --filter "FullyQualifiedName~ApprovalWorkflow" -c Release:
10 passed (Policy, no DB), 15 failed (DB connection refused - includes
6 unrelated pre-existing tests matched by the filter substring).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Make projection and watermark visible requirements, expose stale state accessibly, and add component regression coverage. Status remains IN_PROGRESS pending predecessor and UX evidence.
Document startup-only provider switching, immutable-artifact rollback, and mandatory visual/accessibility/performance evidence. Status remains IN_PROGRESS until rehearsal and predecessor evidence exist.
Validate extensible WBS identity integrity instead of an obsolete fixed row count. Preserve actual vendor-boundary and adapter-contract evidence; status remains IN_PROGRESS pending predecessor acceptance evidence.
Root cause (CURRENT_ROADMAP.md item #3): wwwroot/assets/* and
wwwroot/index.html under KArtSell.Host are 100% Vite build output (no
hand-authored files in there) but were committed to git. Every local
dotnet build re-triggers pnpm build via the BuildFrontend MSBuild
target, which produces new content-hashed filenames even when no
frontend source changed, and the old hashed files were never cleaned
up (4 of the 6 committed asset files were already orphaned/unreferenced
before this fix, confirmed by diffing wwwroot/index.html's script/link
tags against what was actually on disk).
Investigated whether the committed output was load-bearing for
deployment before picking a fix:
- .gitea/workflows/deploy.yml (the real production deploy path) already
wipes wwwroot and rebuilds it fresh from pnpm build on every deploy,
so the committed files were never actually used there.
- .gitea/workflows/ci.yml's `publish` job (Gitea Release zip) was the
only place actually depending on the committed wwwroot contents,
since it runs `dotnet publish` without ever building the frontend.
Given that, committing the hashed output was pure architectural
mistake with no deployment benefit, and the smaller/more correct fix
is to stop tracking it rather than bolt MSBuild Inputs/Outputs
incrementality onto the BuildFrontend target (which would also be
fragile: git checkouts/worktrees can normalize file mtimes in ways
that defeat timestamp-based up-to-date checks).
Fix:
- .gitignore: ignore src/KArtSell.Host/wwwroot/assets/ and
wwwroot/index.html (generated by BuildFrontend target locally and by
deploy.yml in production).
- git rm --cached the 7 previously-tracked generated files.
- ci.yml publish job: add the same pnpm install/build + wipe-and-copy
step deploy.yml already uses, so the release zip still ships a real
frontend build instead of losing it now that git no longer carries it.
- Left the BuildFrontend MSBuild target itself unchanged (still runs
pnpm build on every local `dotnet build`) since re-running it is no
longer a problem now that its output isn't tracked.
Verified (not just asserted):
- `dotnet build KArtSell.sln -c Release` run twice in a row: `git
status`/`git diff --stat` identical after both runs (only the 9
intentional lines in .gitignore/ci.yml), even though wwwroot/assets
on disk got fresh hashed filenames both times.
- Reverted to pre-fix state and ran a single `dotnet build` with zero
source changes: reproduced the bug exactly as described -
wwwroot/index.html showed a 13-line diff and 2 new untracked hash
files appeared, with the old stale ones left behind. Then restored
the fix and re-verified the two-consecutive-build check above.
- `cd frontend && pnpm install --frozen-lockfile && pnpm typecheck &&
pnpm build` all pass cleanly on their own.
- `dotnet test tests/KArtSell.ModelOperations.UnitTests` still 54/54
passing after the build changes.
Separate, out-of-scope finding recorded in CURRENT_ROADMAP.md: ~130
frontend/src/**/*.js files compiled from .ts/.vue siblings (plus
tsconfig.tsbuildinfo, vite.config.js) are also committed and also
regenerate on every `pnpm build` via `vue-tsc -b`, because
tsconfig.json has no `noEmit: true`. Same class of problem, not fixed
here to keep this PR to one goal.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- scripts/dba/grant-migration-test-db-ownership.sql: for a DBA to run,
fixes the kartsell_migration_test ownership regression blocking
DbUpMigrationTests/DbUpRecoveryTests (12 tests) locally.
- docs/CURRENT/PHASE-1_APPROVAL_CHECKLIST.md +
scripts/phase1/template-approve-versionset.sql: documents/templates the
human maker-checker approval steps needed to freeze a VersionSet before
Phase 1 shadow run can be re-queued. Does not perform any approval —
every placeholder must be filled by a real, named maker and a different
named checker. No automation should insert rows into dataset_manifest /
model_version_registry / evidence_snapshot / release_evidence_bundle.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Renumbers the four 2026-08-07 slices (ApprovalWorkflow, AuditTrail,
TradeExecution, PortfolioReconciliation) to previously-unused VS-26..29,
leaving WBS_MASTER.csv's original VS-03/04/12/14 definitions (IngestMarketDataPIT,
ApplyCorporateActions, RankBuyCandidates, GenerateDailyRecommendations) untouched,
per docs/DECISIONS/ADR-WBS-001-slice-renumbering.md.
While investigating, found two things not yet resolved by this commit:
- DEBT-017 (duplicate ApprovalWorkflow implementation): the tested backend
(ApprovalWorkflow/) is [DontRegister]'d dead code; the live one
(Features/ApprovalWorkflow/, wired in Program.cs) has no dedicated tests.
AEG-VS-26-01 downgraded from COMPLETED to BLOCKED in the tracker pending an
architect decision on which implementation is canonical.
- Features/MarketData and Features/Portfolio (VS-03/04/05/08 Market Data
Ingestion Dashboard, Portfolio Rebalance, Risk Metrics, Dashboard) are a
third, already-implemented-and-tested body of work entirely absent from
WBS_PROGRESS_TRACKER.csv. Flagged in CURRENT_ROADMAP.md as a follow-up.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- scripts/dba/grant-migration-test-db-ownership.sql: for a DBA to run,
fixes the kartsell_migration_test ownership regression blocking
DbUpMigrationTests/DbUpRecoveryTests (12 tests) locally.
- docs/CURRENT/PHASE-1_APPROVAL_CHECKLIST.md +
scripts/phase1/template-approve-versionset.sql: documents/templates the
human maker-checker approval steps needed to freeze a VersionSet before
Phase 1 shadow run can be re-queued. Does not perform any approval —
every placeholder must be filled by a real, named maker and a different
named checker. No automation should insert rows into dataset_manifest /
model_version_registry / evidence_snapshot / release_evidence_bundle.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Renumbers the four 2026-08-07 slices (ApprovalWorkflow, AuditTrail,
TradeExecution, PortfolioReconciliation) to previously-unused VS-26..29,
leaving WBS_MASTER.csv's original VS-03/04/12/14 definitions (IngestMarketDataPIT,
ApplyCorporateActions, RankBuyCandidates, GenerateDailyRecommendations) untouched,
per docs/DECISIONS/ADR-WBS-001-slice-renumbering.md.
While investigating, found two things not yet resolved by this commit:
- DEBT-017 (duplicate ApprovalWorkflow implementation): the tested backend
(ApprovalWorkflow/) is [DontRegister]'d dead code; the live one
(Features/ApprovalWorkflow/, wired in Program.cs) has no dedicated tests.
AEG-VS-26-01 downgraded from COMPLETED to BLOCKED in the tracker pending an
architect decision on which implementation is canonical.
- Features/MarketData and Features/Portfolio (VS-03/04/05/08 Market Data
Ingestion Dashboard, Portfolio Rebalance, Risk Metrics, Dashboard) are a
third, already-implemented-and-tested body of work entirely absent from
WBS_PROGRESS_TRACKER.csv. Flagged in CURRENT_ROADMAP.md as a follow-up.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Both docs were stale relative to 115 commits already on main (VS-03
Approval Workflow, VS-04 Audit Trail, AEG-X-009 live API integration,
Phase 3 J/K/L Sell Decision/Trade Execution/Portfolio Reconciliation),
and repeated an already-corrected false claim that Phase 1 shadow run
was RUNNING.
WBS_PROGRESS_TRACKER.csv:
- AEG-VS-03-01, AEG-VS-04-01: PLANNED/BLOCKED -> COMPLETED, with real
file paths, commit refs, and isolated test-run counts (20/20, 5/5)
as evidence.
- AEG-VS-10-01: BLOCKED -> COMPLETED (implementation), with an
explicit caveat that PBO/DSR production validation is separate and
still blocked on Phase 1 - not overclaiming past what's verified.
- Added AEG-VS-12-01 (Trade Execution) and AEG-VS-14-01 (Portfolio
Reconciliation), which had no tracker row at all despite being
merged to main.
- Flagged a real WBS_ID collision: WBS_MASTER.csv defines VS-03/04/12/14
as different, unrelated slices (IngestMarketDataPIT, ApplyCorporateActions,
RankBuyCandidates, GenerateDailyRecommendations). Per user decision,
kept the tracker's existing IDs and recorded the collision as
DECISION_REQUIRED on each affected row rather than silently
renumbering or picking a side.
- Softened AEG-VS-05-01/AEG-X-011/AEG-VS-09-01/AEG-VS-19-01 notes that
implied Phase 1 was actively counting down ("Job 976, ~50-90 days") -
corrected to say Phase 1 has not been queued.
- Re-confirmed PHASE-1-SHADOW-RUN unchanged: still no RunId/JobId
anywhere in this workspace.
CURRENT_ROADMAP.md: full rewrite. Dropped the 2026-08-03 snapshot
content, replaced with what's actually true today, and added a short
"how to re-verify this document" section (check git log divergence,
re-run tests in isolation not just as a full suite, confirm file paths
before writing COMPLETED) aimed at whoever updates this next.
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
The static-ctor guard added to TradeSql in the previous commit was a
symptom fix. Confirmed the same bug independently affects AuditSql:
running the Compliance test filter in isolation (no other class that
happens to touch a BuildingBlocks type first) reproduced the identical
failure mode - every snake_case column (event_type, purge_status, ...)
silently mapped to null.
Root cause: KArtSell.BuildingBlocks.Data.DapperBootstrap's
[ModuleInitializer] only runs once that assembly is actually loaded,
and a `using` directive for a BuildingBlocks namespace does not force
that load - only an executed reference to one of its types does. Any
Sql class that never actually touches a BuildingBlocks type at runtime
is exposed, and this is a property of *when* a given test/request
happens to run relative to everything else in the process, not of any
one class.
Replaced the ad-hoc TradeSql static ctor with one [ModuleInitializer]
per module assembly (KArtSell.Modules.ModelOperations,
KArtSell.Modules.SignalEngine). Every Sql/reader class lives inside its
own module's assembly, so a module initializer there is guaranteed to
run before any of them are used, independent of BuildingBlocks or
load order. Verified both KArtSell.Integration.Tests.Compliance and
.TradeExecution now pass 100% run in full isolation, not just as part
of the full suite.
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- KArtSell.Host.csproj: FrontendFiles glob was evaluated at project-load
time, before pnpm build ran, so it copied stale/missing Vite-hashed
filenames every Release build. Move the glob inside the target, after
the build Exec.
- ApprovalSql/AuditSql/TradeSql: fix live-DB integration failures never
caught by unit tests: DateOnly and inet columns can't be bound/read
directly through Dapper without conversion; kis_response (jsonb) read
as JsonElement threw InvalidCastException; GdprRetention.RetentionEndsAt
was typed DateTime against a DATE column.
- TradeSql: UpdateTradeStatusAsync only ever persisted status/kis_response
/error_message, silently dropping kis_order_id, executed_quantity,
unit_price, total_amount, commission, net_proceeds and the execution/
settlement timestamps on every call. Changed it to take the Trade
aggregate so the full state transition persists.
- TradeSql: add a static ctor setting Dapper.DefaultTypeMap.
MatchNamesWithUnderscores = true. The repo's [ModuleInitializer] in
KArtSell.BuildingBlocks only fires once that assembly is actually
loaded; TradeSql/Trade never reference a BuildingBlocks type, so under
test isolation (or any host that queries a trade before touching
BuildingBlocks) every snake_case column silently mapped to null/default.
- Test fixes: seed the FK prerequisites (model_operations.models,
sell_decisions) that ApprovalWorkflowTests/TradeExecutionTests were
missing, correct a SellPriorityRanker test input to match the approved
VS-10-SLICE_SPEC age-boost threshold, and fix a GDPR redaction
assertion that called ToString() on a Dictionary instead of inspecting
its values.
12 DbUpMigrationTests failures remain and are unrelated to this fix: the
kartsell DB user isn't the owner of kartsell_migration_test, so DbUp's
fresh-database rehearsal can't DROP/CREATE it. Needs a DBA grant.
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
kjh2064