Add admin user management
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This document defines the database schema in an AI-agent-friendly format.
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- Source of truth: Alembic revisions in `migrations/versions`
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- Current baseline revision: `20260403_0003`
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- Current baseline revision: `20260403_0004`
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- Baseline files:
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- `migrations/versions/20260403_0001_initial_portfolio_schema.py`
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- `migrations/versions/20260403_0002_strategy_set_columns.py`
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- `migrations/versions/20260403_0003_portfolio_strategy_refs.py`
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- `migrations/versions/20260403_0004_users_table.py`
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## 2. Scope
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Schema objects covered by baseline revision:
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- `strategy_sets`
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- `users`
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- `portfolios`
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- `portfolio_ledger`
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- secondary indexes
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@@ -30,7 +32,29 @@ Schema objects covered by baseline revision:
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## 4. Tables
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### 4.1 strategy_sets
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### 4.1 users
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Purpose:
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- Stores admin-managed user records for operational ownership and future identity mapping.
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Columns:
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| Column | Type | Null | Default | Constraints / Notes |
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|---|---|---|---|---|
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| id | Text | NO | - | Primary Key |
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| username | Text | NO | - | Unique username |
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| email | Text | YES | - | Unique when present |
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| created_at | DateTime(timezone=True) | NO | NOW() | Creation timestamp |
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| updated_at | DateTime(timezone=True) | NO | NOW() | Last update timestamp |
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Constraints:
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- Primary key: `id`
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- Unique: `uq_users_username` on (`username`)
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- Unique: `uq_users_email` on (`email`)
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### 4.2 strategy_sets
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Purpose:
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@@ -52,7 +76,7 @@ Constraints:
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- Unique: `uq_strategy_sets_name_config` on (`name`, `config`)
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- Unique: `uq_strategy_sets_nick` on (`nick`)
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### 4.2 portfolios
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### 4.3 portfolios
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Purpose:
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@@ -60,7 +84,7 @@ Purpose:
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Current baseline note:
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- The columns below describe the currently migrated schema through revision `20260403_0003`.
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- The columns below describe the currently migrated schema through revision `20260403_0004`.
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Columns:
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@@ -90,7 +114,7 @@ Constraint notes:
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- `active_strategy_id` is a nullable logical reference to `strategy_sets.id`
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- `avabile_strategies` stores zero or more selectable strategy set IDs when present
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### 4.3 portfolio_ledger
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### 4.4 portfolio_ledger
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Purpose:
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@@ -121,14 +145,21 @@ Constraints:
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## 5. Indexes
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### 5.1 idx_portfolio_ledger_portfolio_time
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### 5.1 ix_users_created_at
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- Table: `users`
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- Columns/expressions: (`created_at`)
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- Unique: no
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- Intent: speed operational listing by recency.
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### 5.2 idx_portfolio_ledger_portfolio_time
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- Table: `portfolio_ledger`
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- Columns/expressions: (`portfolio_id`, `recorded_at DESC`)
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- Unique: no
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- Intent: fetch recent ledger entries per portfolio efficiently.
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### 5.2 idx_portfolios_broker_status_updated
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### 5.3 idx_portfolios_broker_status_updated
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- Table: `portfolios`
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- Columns/expressions: (`broker`, `status`, `updated_at DESC`)
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@@ -170,3 +201,4 @@ When schema changes:
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| 20260403_0001 | migrations/versions/20260403_0001_initial_portfolio_schema.py | Initial schema for strategy sets, portfolios, ledger, indexes, optional hypertable |
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| 20260403_0002 | migrations/versions/20260403_0002_strategy_set_columns.py | Rename `strategy_name`->`name`, `strategy_config`->`config`, add unique `nick`, handle legacy unnamed unique constraint |
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| 20260403_0003 | migrations/versions/20260403_0003_portfolio_strategy_refs.py | Remove embedded portfolio strategy fields, add `active_strategy_id` and `avabile_strategies` |
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| 20260403_0004 | migrations/versions/20260403_0004_users_table.py | Add `users` table with unique username/email and created_at index |
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