feat: refactor portfolio strategy references

2026-04-03 08:16:07 +00:00
parent ebd4559939
commit 908068d9aa
14 changed files with 294 additions and 139 deletions
@@ -0,0 +1,86 @@
+"""replace embedded portfolio strategy fields with strategy references
+
+Revision ID: 20260403_0003
+Revises: 20260403_0002
+Create Date: 2026-04-03 01:00:00
+"""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+
+revision = "20260403_0003"
+down_revision = "20260403_0002"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column("portfolios", sa.Column("active_strategy_id", sa.Text(), nullable=True))
+    op.add_column("portfolios", sa.Column("avabile_strategies", postgresql.ARRAY(sa.Text()), nullable=True))
+
+    op.execute(
+        sa.text(
+            """
+            UPDATE portfolios
+            SET
+                active_strategy_id = current_strategy_set_id,
+                avabile_strategies = CASE
+                    WHEN current_strategy_set_id IS NULL THEN NULL
+                    ELSE ARRAY[current_strategy_set_id]::text[]
+                END
+            """
+        )
+    )
+
+    op.drop_column("portfolios", "strategy_name")
+    op.drop_column("portfolios", "strategy_params")
+    op.drop_column("portfolios", "current_strategy_set_id")
+
+
+def downgrade() -> None:
+    op.add_column("portfolios", sa.Column("strategy_name", sa.Text(), nullable=False, server_default=""))
+    op.add_column(
+        "portfolios",
+        sa.Column(
+            "strategy_params",
+            postgresql.JSONB(astext_type=sa.Text()),
+            nullable=False,
+            server_default=sa.text("'{}'::jsonb"),
+        ),
+    )
+    op.add_column("portfolios", sa.Column("current_strategy_set_id", sa.Text(), nullable=True))
+
+    op.execute(
+        sa.text(
+            """
+            UPDATE portfolios p
+            SET
+                current_strategy_set_id = p.active_strategy_id,
+                strategy_name = COALESCE(s.name, ''),
+                strategy_params = CASE
+                    WHEN s.config IS NULL OR s.config = '' THEN '{}'::jsonb
+                    ELSE s.config::jsonb
+                END
+            FROM strategy_sets s
+            WHERE p.active_strategy_id IS NOT NULL
+              AND s.id = p.active_strategy_id
+            """
+        )
+    )
+
+    op.execute(
+        sa.text(
+            """
+            UPDATE portfolios
+            SET strategy_name = COALESCE(strategy_name, ''),
+                strategy_params = COALESCE(strategy_params, '{}'::jsonb)
+            """
+        )
+    )
+
+    op.drop_column("portfolios", "avabile_strategies")
+    op.drop_column("portfolios", "active_strategy_id")