feat(portfolio): add asset name field across API, DB, and CLI

app/cli/commands/portfolio.py

@@ -79,6 +79,7 @@ def portfolio_status(
 def create_portfolio(
     ctx: typer.Context,
     portfolio_id: str = typer.Argument(..., help="Portfolio identifier."),
+    name: str | None = typer.Option(None, help="Asset display name."),
     symbol: str = typer.Option(..., help="Trading symbol."),
     broker: str = typer.Option("kis", help="Broker code."),
     status: str = typer.Option("enabled", help="Portfolio status."),
@@ -96,6 +97,7 @@ def create_portfolio(
         lambda service, app_context: service.create_portfolio(
             CreatePortfolioRequest(
                 portfolio_id=portfolio_id,
+                name=name,
                 symbol=symbol,
                 broker=broker,
                 status=status,
@@ -117,6 +119,7 @@ def update_portfolio(
     portfolio_id: str = typer.Argument(..., help="Portfolio identifier."),
     broker: str | None = typer.Option(None, help="Broker code."),
     status: str | None = typer.Option(None, help="Portfolio status."),
+    name: str | None = typer.Option(None, help="Asset display name."),
     symbol: str | None = typer.Option(None, help="Trading symbol."),
     strategy_name: str | None = typer.Option(None, help="Strategy name."),
     strategy_params: str | None = typer.Option(None, help="Strategy params as JSON object."),
@@ -132,6 +135,7 @@ def update_portfolio(
             UpdatePortfolioRequest(
                 broker=broker,
                 status=status,
+                name=name,
                 symbol=symbol,
                 strategy_name=strategy_name,
                 strategy_params=parsed_strategy_params,

app/domain/models.py

@@ -70,6 +70,7 @@ class Portfolio:
     portfolio_id: str
     broker: str
     status: str
+    name: str
     symbol: str
     cash_balance: float = 0.0
     asset_quantity: float = 0.0

app/domain/services.py

@@ -22,6 +22,7 @@ class PortfolioDomainRepository(Protocol):
         portfolio_id: str,
         symbol: str,
         *,
+        name: str | None = None,
         broker: str = "kis",
         status: str = "enabled",
         active_strategy_id: str | None = None,
@@ -34,6 +35,7 @@ class PortfolioDomainRepository(Protocol):
         *,
         broker: str,
         status: str,
+        name: str,
         symbol: str,
         cash_balance: float,
         asset_quantity: float,
@@ -99,6 +101,7 @@ def apply_buy(
         portfolio_id=portfolio.portfolio_id,
         broker=portfolio.broker,
         status=portfolio.status,
+        name=portfolio.name,
         symbol=portfolio.symbol,
         cash_balance=float(portfolio.cash_balance) - total_cost,
         asset_quantity=float(portfolio.asset_quantity) + quantity,
@@ -159,6 +162,7 @@ def apply_sell(
         portfolio_id=portfolio.portfolio_id,
         broker=portfolio.broker,
         status=portfolio.status,
+        name=portfolio.name,
         symbol=portfolio.symbol,
         cash_balance=float(portfolio.cash_balance) + net_proceeds,
         asset_quantity=float(portfolio.asset_quantity) - quantity,

app/repositories/portfolio_repository.py

@@ -86,6 +86,7 @@ class PortfolioRepository(Protocol):
         portfolio_id: str,
         symbol: str,
         *,
+        name: str | None = None,
         broker: str = "kis",
         status: str = "enabled",
         active_strategy_id: str | None = None,
@@ -99,6 +100,7 @@ class PortfolioRepository(Protocol):
         *,
         broker: str,
         status: str,
+        name: str,
         symbol: str,
         cash_balance: float,
         asset_quantity: float,

app/repositories/postgres.py

@@ -62,6 +62,7 @@ _SELECT_PORTFOLIO = """
         portfolio_id,
         broker,
         status,
+        name,
         symbol,
         cash_balance,
         asset_quantity,
@@ -214,6 +215,7 @@ class PostgresPortfolioRepository:
                     portfolio_id TEXT PRIMARY KEY,
                     broker TEXT NOT NULL DEFAULT 'kis',
                     status TEXT NOT NULL DEFAULT 'enabled',
+                    name TEXT NOT NULL,
                     symbol TEXT NOT NULL,
                     cash_balance DOUBLE PRECISION NOT NULL,
                     asset_quantity DOUBLE PRECISION NOT NULL,
@@ -227,6 +229,9 @@ class PostgresPortfolioRepository:
                 )
                 """
             )
+            cur.execute("ALTER TABLE portfolios ADD COLUMN IF NOT EXISTS name TEXT")
+            cur.execute("UPDATE portfolios SET name = symbol WHERE name IS NULL OR name = ''")
+            cur.execute("ALTER TABLE portfolios ALTER COLUMN name SET NOT NULL")
             cur.execute(
                 """
                 CREATE TABLE IF NOT EXISTS portfolio_ledger (
@@ -321,7 +326,7 @@ class PostgresPortfolioRepository:
         if row is None:
             raise ValueError("포트폴리오를 찾을 수 없습니다")
 
-        raw_available = row[9] if len(row) > 9 else None
+        raw_available = row[10] if len(row) > 10 else None
         if raw_available is None:
             avabile_strategies = None
         elif isinstance(raw_available, list):
@@ -333,16 +338,17 @@ class PostgresPortfolioRepository:
             portfolio_id=row[0],
             broker=row[1] or "kis",
             status=row[2] or "enabled",
-            symbol=row[3],
-            cash_balance=float(row[4]),
-            asset_quantity=float(row[5]),
-            price=float(row[6]),
-            profit_buffer=float(row[7]),
-            active_strategy_id=row[8] if len(row) > 8 else None,
+            name=row[3],
+            symbol=row[4],
+            cash_balance=float(row[5]),
+            asset_quantity=float(row[6]),
+            price=float(row[7]),
+            profit_buffer=float(row[8]),
+            active_strategy_id=row[9] if len(row) > 9 else None,
             avabile_strategies=avabile_strategies,
-            created_at=row[10] if len(row) > 10 else None,
-            updated_at=row[11] if len(row) > 11 else None,
-            last_trade_at=row[12] if len(row) > 12 else None,
+            created_at=row[11] if len(row) > 11 else None,
+            updated_at=row[12] if len(row) > 12 else None,
+            last_trade_at=row[13] if len(row) > 13 else None,
         )
 
     @staticmethod
@@ -698,6 +704,7 @@ class PostgresPortfolioRepository:
         portfolio_id: str,
         symbol: str,
         *,
+        name: str | None = None,
         broker: str = "kis",
         status: str = "enabled",
         active_strategy_id: str | None = None,
@@ -709,17 +716,18 @@ class PostgresPortfolioRepository:
             cur.execute(
                 """
                 INSERT INTO portfolios (
-                    portfolio_id, broker, status, symbol,
+                    portfolio_id, broker, status, name, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
                     active_strategy_id, avabile_strategies
                 )
-                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
                 ON CONFLICT (portfolio_id) DO NOTHING
                 """,
                 (
                     portfolio_id,
                     broker,
                     status,
+                    name or symbol,
                     symbol,
                     float(initial_cash),
                     0.0,
@@ -739,6 +747,7 @@ class PostgresPortfolioRepository:
         *,
         broker: str,
         status: str,
+        name: str,
         symbol: str,
         cash_balance: float,
         asset_quantity: float,
@@ -755,12 +764,12 @@ class PostgresPortfolioRepository:
             cur.execute(
                 """
                 INSERT INTO portfolios (
-                    portfolio_id, broker, status, symbol,
+                    portfolio_id, broker, status, name, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
                     active_strategy_id, avabile_strategies
-                ) VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
+                ) VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
                 RETURNING
-                    portfolio_id, broker, status, symbol,
+                    portfolio_id, broker, status, name, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
                     active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,
@@ -768,6 +777,7 @@ class PostgresPortfolioRepository:
                     portfolio_id,
                     broker,
                     status,
+                    name,
                     symbol,
                     float(cash_balance),
                     float(asset_quantity),
@@ -785,6 +795,7 @@ class PostgresPortfolioRepository:
         allowed = {
             "broker": "broker",
             "status": "status",
+            "name": "name",
             "symbol": "symbol",
             "asset_price": "asset_price",
             "active_strategy_id": "active_strategy_id",
@@ -812,7 +823,7 @@ class PostgresPortfolioRepository:
                 SET {', '.join(assignments)}
                 WHERE portfolio_id = %s
                 RETURNING
-                    portfolio_id, broker, status, symbol,
+                    portfolio_id, broker, status, name, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
                     active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,

app/schemas/portfolio.py

@@ -35,6 +35,7 @@ class LedgerEntryResponse(BaseModel):
 class PortfolioBase(BaseModel):
     broker: str = "kis"
     status: str = "enabled"
+    name: str | None = None
     symbol: str
 
 
@@ -42,6 +43,7 @@ class PortfolioSummary(BaseModel):
     portfolio_id: str
     broker: str
     status: str
+    name: str
     symbol: str
     cash_balance: float = 0.0
     asset_quantity: float = 0.0
@@ -80,6 +82,7 @@ class CreatePortfolioRequest(PortfolioBase):
 class UpdatePortfolioRequest(BaseModel):
     broker: str | None = None
     status: str | None = None
+    name: str | None = None
     symbol: str | None = None
     strategy_name: str | None = None
     strategy_params: dict[str, Any] | None = None

app/services/portfolio_service.py

@@ -44,6 +44,7 @@ def _to_portfolio_summary(portfolio: Portfolio):
         portfolio_id=portfolio.portfolio_id,
         broker=portfolio.broker,
         status=portfolio.status,
+        name=portfolio.name,
         symbol=portfolio.symbol,
         cash_balance=portfolio.cash_balance,
         asset_quantity=portfolio.asset_quantity,
@@ -150,6 +151,7 @@ class PortfolioService:
             payload.portfolio_id,
             broker=payload.broker,
             status=payload.status,
+            name=payload.name or payload.symbol,
             symbol=payload.symbol,
             cash_balance=payload.cash_balance,
             asset_quantity=payload.asset_quantity,