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feat(portfolios): allow unassigned strategy creation

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genichin
2026-08-22 21:21:24 +09:00
parent 6e17a53b17
commit 5d6a0ad013
13 changed files with 49 additions and 46 deletions
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docs/interface-contract.md
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@@ -302,11 +302,11 @@
### Endpoint: `POST /v1/portfolios`
- Auth: any valid token; service/client → HTTP 403
- Body: `{"asset_id": "<uuid>", "broker": "<str>", "name": "<str|null>", "cash_balance": <float>, "asset_quantity": <float>, "asset_price": <float>, "profit_buffer": <float>, "strategy_id": "<required strategy ID>", "managed_by_daemon_id": "<str|null>", "user_id": "<str|null> (admin only)"}`
- Response: HTTP 201 `PortfolioItem {"portfolio_id": "<uuid>", ..., "active_strategy_id": "<str>", "strategy_name": "<str>", "strategy_params": {<dict>}, "strategy_revision": <int>, ...}`
- Body: `{"asset_id": "<uuid>", "broker": "<str>", "name": "<str|null>", "cash_balance": <float>, "asset_quantity": <float>, "asset_price": <float>, "profit_buffer": <float>, "strategy_id": "<active strategy ID|null (optional)>", "managed_by_daemon_id": "<str|null>", "user_id": "<str|null> (admin only)"}`
- Response: HTTP 201 `PortfolioItem {"portfolio_id": "<uuid>", ..., "active_strategy_id": "<str|null>", "strategy_name": "<str|null>", "strategy_params": {<dict>}, "strategy_revision": <int|null>, ...}`
- Note: `symbol` is populated from the server-side joined asset row (`portfolios.asset_id -> assets.asset_id -> assets.symbol`), not from client-side catalog reconstruction.
- Note: a non-null `managed_by_daemon_id` must be a daemon server-generated UUID that exists, is active, and is owned by the target portfolio owner (admin `user_id` override uses the final target owner, not the calling admin). Daemon validation and the portfolio write share one atomic transaction (`FOR SHARE` daemon lock); a selected daemon that is deactivated concurrently is rejected rather than committed.
- Error: HTTP 403 if service/client token; HTTP 404 if `strategy_id` is unknown or the daemon does not exist/is not owned by the portfolio owner; HTTP 409 if the strategy is inactive or the daemon is inactive; HTTP 422 for a missing/invalid `strategy_id`, an unknown/inactive asset, or a non-UUID `managed_by_daemon_id`
- Error: HTTP 403 if service/client token; HTTP 404 if a supplied `strategy_id` is unknown or the daemon does not exist/is not owned by the portfolio owner; HTTP 409 if a supplied strategy is inactive or the daemon is inactive; HTTP 422 for an invalid `strategy_id`, an unknown/inactive asset, or a non-UUID `managed_by_daemon_id`
### Endpoint: `PATCH /v1/portfolios/{portfolio_id}`