feat: refactor portfolio strategy references

app/cli/core/utils.py

@@ -74,7 +74,8 @@ def print_portfolio_detail(console: Console, detail: PortfolioDetailResponse) ->
                 f"broker: {portfolio.broker}",
                 f"status: {portfolio.status}",
                 f"symbol: {portfolio.symbol}",
-                f"strategy: {portfolio.strategy_name}",
+                f"active_strategy_id: {portfolio.active_strategy_id or 'N/A'}",
+                f"avabile_strategies: {', '.join(portfolio.avabile_strategies) if portfolio.avabile_strategies else 'N/A'}",
                 f"cash_balance: {format_currency(portfolio.cash_balance)}",
                 f"asset_quantity: {portfolio.asset_quantity:g}",
                 f"price: {format_currency(portfolio.price)}",

app/domain/models.py

@@ -2,9 +2,9 @@
 
 from __future__ import annotations
 
-from dataclasses import dataclass, field
+from dataclasses import dataclass
 from datetime import datetime
-from typing import Any, Protocol, runtime_checkable
+from typing import Protocol, runtime_checkable
 
 
 @dataclass
@@ -22,13 +22,12 @@ class Portfolio:
     broker: str
     status: str
     symbol: str
-    strategy_name: str
-    strategy_params: dict[str, Any] = field(default_factory=dict)
     cash_balance: float = 0.0
     asset_quantity: float = 0.0
     price: float = 0.0
     profit_buffer: float = 0.0
-    current_strategy_set_id: str | None = None
+    active_strategy_id: str | None = None
+    avabile_strategies: list[str] | None = None
     created_at: datetime | None = None
     updated_at: datetime | None = None
     last_trade_at: datetime | None = None

app/domain/services.py

@@ -24,8 +24,8 @@ class PortfolioDomainRepository(Protocol):
         *,
         broker: str = "kis",
         status: str = "enabled",
-        strategy_name: str = "",
+        active_strategy_id: str | None = None,
-        strategy_params: dict | None = None,
+        avabile_strategies: list[str] | None = None,
         initial_cash: float = 0.0,
     ) -> Portfolio: ...
     def create_portfolio(
@@ -35,12 +35,12 @@ class PortfolioDomainRepository(Protocol):
         broker: str,
         status: str,
         symbol: str,
-        strategy_name: str,
-        strategy_params: dict,
         cash_balance: float,
         asset_quantity: float,
         asset_price: float,
         profit_buffer: float,
+        active_strategy_id: str | None,
+        avabile_strategies: list[str] | None,
     ) -> Portfolio: ...
     def update_portfolio(self, portfolio_id: str, **fields: object) -> Portfolio: ...
     def list_portfolios(self, *, broker: str | None = None, status: str | None = None) -> list[Portfolio]: ...
@@ -100,13 +100,12 @@ def apply_buy(
         broker=portfolio.broker,
         status=portfolio.status,
         symbol=portfolio.symbol,
-        strategy_name=portfolio.strategy_name,
-        strategy_params=portfolio.strategy_params,
         cash_balance=float(portfolio.cash_balance) - total_cost,
         asset_quantity=float(portfolio.asset_quantity) + quantity,
         price=price,
         profit_buffer=float(portfolio.profit_buffer),
-        current_strategy_set_id=portfolio.current_strategy_set_id,
+        active_strategy_id=portfolio.active_strategy_id,
+        avabile_strategies=portfolio.avabile_strategies,
         created_at=portfolio.created_at,
         updated_at=portfolio.updated_at,
         last_trade_at=portfolio.last_trade_at,
@@ -121,7 +120,7 @@ def apply_buy(
         fee_amount=fee,
         tax_amount=tax,
         total_value_after=total_value_after,
-        strategy_set_id=portfolio.current_strategy_set_id or "manual",
+        strategy_set_id=portfolio.active_strategy_id or "manual",
         note=note,
     )
     return repo.get(portfolio_id)
@@ -161,13 +160,12 @@ def apply_sell(
         broker=portfolio.broker,
         status=portfolio.status,
         symbol=portfolio.symbol,
-        strategy_name=portfolio.strategy_name,
-        strategy_params=portfolio.strategy_params,
         cash_balance=float(portfolio.cash_balance) + net_proceeds,
         asset_quantity=float(portfolio.asset_quantity) - quantity,
         price=price,
         profit_buffer=float(portfolio.profit_buffer),
-        current_strategy_set_id=portfolio.current_strategy_set_id,
+        active_strategy_id=portfolio.active_strategy_id,
+        avabile_strategies=portfolio.avabile_strategies,
         created_at=portfolio.created_at,
         updated_at=portfolio.updated_at,
         last_trade_at=portfolio.last_trade_at,
@@ -182,7 +180,7 @@ def apply_sell(
         fee_amount=fee,
         tax_amount=tax,
         total_value_after=total_value_after,
-        strategy_set_id=portfolio.current_strategy_set_id or "manual",
+        strategy_set_id=portfolio.active_strategy_id or "manual",
         note=note,
     )
     return repo.get(portfolio_id)
@@ -265,8 +263,8 @@ def get_portfolio_status(
     portfolio = repo.get(portfolio_id)
     recent_entries = repo.list_recent_trades(portfolio_id, limit=recent_trades)
     strategy_set = None
-    if portfolio.current_strategy_set_id:
+    if portfolio.active_strategy_id:
-        strategy_set = repo.get_strategy_set(portfolio.current_strategy_set_id)
+        strategy_set = repo.get_strategy_set(portfolio.active_strategy_id)
 
     live_quantity = None
     if live_source is not None:

app/repositories/portfolio_repository.py

@@ -19,8 +19,8 @@ class PortfolioRepository(Protocol):
         *,
         broker: str = "kis",
         status: str = "enabled",
-        strategy_name: str = "",
+        active_strategy_id: str | None = None,
-        strategy_params: dict | None = None,
+        avabile_strategies: list[str] | None = None,
         initial_cash: float = 0.0,
     ) -> Portfolio: ...
 
@@ -31,12 +31,12 @@ class PortfolioRepository(Protocol):
         broker: str,
         status: str,
         symbol: str,
-        strategy_name: str,
-        strategy_params: dict,
         cash_balance: float,
         asset_quantity: float,
         asset_price: float,
         profit_buffer: float,
+        active_strategy_id: str | None,
+        avabile_strategies: list[str] | None,
     ) -> Portfolio: ...
 
     def update_portfolio(self, portfolio_id: str, **fields: object) -> Portfolio: ...

app/repositories/postgres.py

@@ -20,13 +20,12 @@ _SELECT_PORTFOLIO = """
         broker,
         status,
         symbol,
-        strategy_name,
-        strategy_params,
         cash_balance,
         asset_quantity,
         asset_price,
         profit_buffer,
-        current_strategy_set_id,
+        active_strategy_id,
+        avabile_strategies,
         created_at,
         updated_at,
         last_trade_at
@@ -98,13 +97,12 @@ class PostgresPortfolioRepository:
                     broker TEXT NOT NULL DEFAULT 'kis',
                     status TEXT NOT NULL DEFAULT 'enabled',
                     symbol TEXT NOT NULL,
-                    strategy_name TEXT NOT NULL DEFAULT '',
-                    strategy_params JSONB NOT NULL DEFAULT '{}'::jsonb,
                     cash_balance DOUBLE PRECISION NOT NULL,
                     asset_quantity DOUBLE PRECISION NOT NULL,
                     asset_price DOUBLE PRECISION NOT NULL DEFAULT 0,
                     profit_buffer DOUBLE PRECISION NOT NULL DEFAULT 0,
-                    current_strategy_set_id TEXT DEFAULT NULL,
+                    active_strategy_id TEXT DEFAULT NULL,
+                    avabile_strategies TEXT[] DEFAULT NULL,
                     created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
                     updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
                     last_trade_at TIMESTAMPTZ
@@ -155,32 +153,28 @@ class PostgresPortfolioRepository:
         if row is None:
             raise ValueError("포트폴리오를 찾을 수 없습니다")
 
-        raw_params = row[5] if len(row) > 5 else {}
+        raw_available = row[9] if len(row) > 9 else None
-        if isinstance(raw_params, str):
+        if raw_available is None:
-            try:
+            avabile_strategies = None
-                strategy_params = json.loads(raw_params) if raw_params else {}
+        elif isinstance(raw_available, list):
-            except json.JSONDecodeError:
+            avabile_strategies = [str(item) for item in raw_available]
-                strategy_params = {}
-        elif isinstance(raw_params, dict):
-            strategy_params = raw_params
         else:
-            strategy_params = {}
+            avabile_strategies = [str(raw_available)]
 
         return Portfolio(
             portfolio_id=row[0],
             broker=row[1] or "kis",
             status=row[2] or "enabled",
             symbol=row[3],
-            strategy_name=row[4] or "",
+            cash_balance=float(row[4]),
-            strategy_params=strategy_params,
+            asset_quantity=float(row[5]),
-            cash_balance=float(row[6]),
+            price=float(row[6]),
-            asset_quantity=float(row[7]),
+            profit_buffer=float(row[7]),
-            price=float(row[8]),
+            active_strategy_id=row[8] if len(row) > 8 else None,
-            profit_buffer=float(row[9]),
+            avabile_strategies=avabile_strategies,
-            current_strategy_set_id=row[10] if len(row) > 10 else None,
+            created_at=row[10] if len(row) > 10 else None,
-            created_at=row[11] if len(row) > 11 else None,
+            updated_at=row[11] if len(row) > 11 else None,
-            updated_at=row[12] if len(row) > 12 else None,
+            last_trade_at=row[12] if len(row) > 12 else None,
-            last_trade_at=row[13] if len(row) > 13 else None,
         )
 
     @staticmethod
@@ -215,8 +209,8 @@ class PostgresPortfolioRepository:
         *,
         broker: str = "kis",
         status: str = "enabled",
-        strategy_name: str = "",
+        active_strategy_id: str | None = None,
-        strategy_params: dict[str, Any] | None = None,
+        avabile_strategies: list[str] | None = None,
         initial_cash: float = 0.0,
     ) -> Portfolio:
         self.ensure_schema()
@@ -224,10 +218,11 @@ class PostgresPortfolioRepository:
             cur.execute(
                 """
                 INSERT INTO portfolios (
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
+                    portfolio_id, broker, status, symbol,
-                    cash_balance, asset_quantity, asset_price, profit_buffer
+                    cash_balance, asset_quantity, asset_price, profit_buffer,
+                    active_strategy_id, avabile_strategies
                 )
-                VALUES (%s, %s, %s, %s, %s, %s::jsonb, %s, %s, %s, %s)
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
                 ON CONFLICT (portfolio_id) DO NOTHING
                 """,
                 (
@@ -235,12 +230,12 @@ class PostgresPortfolioRepository:
                     broker,
                     status,
                     symbol,
-                    strategy_name,
-                    json.dumps(strategy_params or {}),
                     float(initial_cash),
                     0.0,
                     0.0,
                     0.0,
+                    active_strategy_id,
+                    avabile_strategies,
                 ),
             )
             cur.execute(_SELECT_PORTFOLIO + "WHERE portfolio_id = %s", (portfolio_id,))
@@ -254,12 +249,12 @@ class PostgresPortfolioRepository:
         broker: str,
         status: str,
         symbol: str,
-        strategy_name: str,
-        strategy_params: dict,
         cash_balance: float,
         asset_quantity: float,
         asset_price: float,
         profit_buffer: float,
+        active_strategy_id: str | None,
+        avabile_strategies: list[str] | None,
     ) -> Portfolio:
         self.ensure_schema()
         with self._connect().cursor() as cur:
@@ -269,25 +264,26 @@ class PostgresPortfolioRepository:
             cur.execute(
                 """
                 INSERT INTO portfolios (
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
+                    portfolio_id, broker, status, symbol,
-                    cash_balance, asset_quantity, asset_price, profit_buffer
-                ) VALUES (%s, %s, %s, %s, %s, %s::jsonb, %s, %s, %s, %s)
-                RETURNING
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
-                    current_strategy_set_id, created_at, updated_at, last_trade_at
+                    active_strategy_id, avabile_strategies
+                ) VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
+                RETURNING
+                    portfolio_id, broker, status, symbol,
+                    cash_balance, asset_quantity, asset_price, profit_buffer,
+                    active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,
                 (
                     portfolio_id,
                     broker,
                     status,
                     symbol,
-                    strategy_name,
-                    json.dumps(strategy_params),
                     float(cash_balance),
                     float(asset_quantity),
                     float(asset_price),
                     float(profit_buffer),
+                    active_strategy_id,
+                    avabile_strategies,
                 ),
             )
             row = cur.fetchone()
@@ -299,19 +295,18 @@ class PostgresPortfolioRepository:
             "broker": "broker",
             "status": "status",
             "symbol": "symbol",
-            "strategy_name": "strategy_name",
-            "strategy_params": "strategy_params",
             "asset_price": "asset_price",
-            "current_strategy_set_id": "current_strategy_set_id",
+            "active_strategy_id": "active_strategy_id",
+            "avabile_strategies": "avabile_strategies",
         }
         assignments: list[str] = []
         params: list[object] = []
         for key, value in fields.items():
             if value is None or key not in allowed:
                 continue
-            if key == "strategy_params":
+            if key == "avabile_strategies":
-                assignments.append("strategy_params = %s::jsonb")
+                assignments.append("avabile_strategies = %s")
-                params.append(json.dumps(value))
+                params.append(value)
             else:
                 assignments.append(f"{allowed[key]} = %s")
                 params.append(value)
@@ -326,9 +321,9 @@ class PostgresPortfolioRepository:
                 SET {', '.join(assignments)}
                 WHERE portfolio_id = %s
                 RETURNING
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
+                    portfolio_id, broker, status, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
-                    current_strategy_set_id, created_at, updated_at, last_trade_at
+                    active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,
                 (*params, portfolio_id),
             )
@@ -413,13 +408,12 @@ class PostgresPortfolioRepository:
                 SET broker = %s,
                     status = %s,
                     symbol = %s,
-                    strategy_name = %s,
-                    strategy_params = %s::jsonb,
                     cash_balance = %s,
                     asset_quantity = %s,
                     asset_price = %s,
                     profit_buffer = %s,
-                    current_strategy_set_id = %s,
+                    active_strategy_id = %s,
+                    avabile_strategies = %s,
                     updated_at = %s,
                     last_trade_at = CASE WHEN %s IN ('BUY', 'SELL') THEN %s ELSE last_trade_at END
                 WHERE portfolio_id = %s
@@ -428,13 +422,12 @@ class PostgresPortfolioRepository:
                     portfolio.broker,
                     portfolio.status,
                     portfolio.symbol,
-                    portfolio.strategy_name,
-                    json.dumps(portfolio.strategy_params),
                     float(portfolio.cash_balance),
                     float(portfolio.asset_quantity),
                     float(current_price),
                     float(portfolio.profit_buffer),
-                    portfolio.current_strategy_set_id,
+                    portfolio.active_strategy_id,
+                    portfolio.avabile_strategies,
                     trade_time,
                     action,
                     trade_time,
@@ -496,14 +489,14 @@ class PostgresPortfolioRepository:
                     asset_quantity = 0,
                     asset_price = 0,
                     profit_buffer = 0,
-                    current_strategy_set_id = NULL,
+                    active_strategy_id = NULL,
                     updated_at = NOW(),
                     last_trade_at = NULL
                 WHERE portfolio_id = %s
                 RETURNING
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
+                    portfolio_id, broker, status, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
-                    current_strategy_set_id, created_at, updated_at, last_trade_at
+                    active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,
                 (portfolio_id,),
             )
@@ -540,9 +533,9 @@ class PostgresPortfolioRepository:
                     updated_at = NOW()
                 WHERE portfolio_id = %s
                 RETURNING
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
+                    portfolio_id, broker, status, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
-                    current_strategy_set_id, created_at, updated_at, last_trade_at
+                    active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,
                 (updated_buffer, portfolio_id),
             )
@@ -609,9 +602,9 @@ class PostgresPortfolioRepository:
                     updated_at = NOW()
                 WHERE portfolio_id = %s
                 RETURNING
-                    portfolio_id, broker, status, symbol, strategy_name, strategy_params,
+                    portfolio_id, broker, status, symbol,
                     cash_balance, asset_quantity, asset_price, profit_buffer,
-                    current_strategy_set_id, created_at, updated_at, last_trade_at
+                    active_strategy_id, avabile_strategies, created_at, updated_at, last_trade_at
                 """,
                 (cash, buf, portfolio_id),
             )

app/schemas/portfolio.py

@@ -36,8 +36,6 @@ class PortfolioBase(BaseModel):
     broker: str = "kis"
     status: str = "enabled"
     symbol: str
-    strategy_name: str = "target_value"
-    strategy_params: dict[str, Any] = Field(default_factory=dict)
 
 
 class PortfolioSummary(BaseModel):
@@ -45,13 +43,12 @@ class PortfolioSummary(BaseModel):
     broker: str
     status: str
     symbol: str
-    strategy_name: str
-    strategy_params: dict[str, Any] = Field(default_factory=dict)
     cash_balance: float = 0.0
     asset_quantity: float = 0.0
     price: float = 0.0
     profit_buffer: float = 0.0
-    current_strategy_set_id: str | None = None
+    active_strategy_id: str | None = None
+    avabile_strategies: list[str] | None = None
     created_at: datetime | None = None
     updated_at: datetime | None = None
     last_trade_at: datetime | None = None
@@ -70,6 +67,10 @@ class PortfolioDetailResponse(BaseModel):
 
 class CreatePortfolioRequest(PortfolioBase):
     portfolio_id: str
+    strategy_name: str = "target_value"
+    strategy_params: dict[str, Any] = Field(default_factory=dict)
+    active_strategy_id: str | None = None
+    avabile_strategies: list[str] | None = None
     cash_balance: float = Field(default=0.0, ge=0.0)
     asset_quantity: float = Field(default=0.0, ge=0.0)
     asset_price: float = Field(default=0.0, ge=0.0)
@@ -82,6 +83,8 @@ class UpdatePortfolioRequest(BaseModel):
     symbol: str | None = None
     strategy_name: str | None = None
     strategy_params: dict[str, Any] | None = None
+    active_strategy_id: str | None = None
+    avabile_strategies: list[str] | None = None
     asset_price: float | None = Field(default=None, ge=0.0)
 
 

app/services/portfolio_service.py

@@ -45,19 +45,33 @@ def _to_portfolio_summary(portfolio: Portfolio):
         broker=portfolio.broker,
         status=portfolio.status,
         symbol=portfolio.symbol,
-        strategy_name=portfolio.strategy_name,
-        strategy_params=portfolio.strategy_params,
         cash_balance=portfolio.cash_balance,
         asset_quantity=portfolio.asset_quantity,
         price=portfolio.price,
         profit_buffer=portfolio.profit_buffer,
-        current_strategy_set_id=portfolio.current_strategy_set_id,
+        active_strategy_id=portfolio.active_strategy_id,
+        avabile_strategies=portfolio.avabile_strategies,
         created_at=portfolio.created_at,
         updated_at=portfolio.updated_at,
         last_trade_at=portfolio.last_trade_at,
     )
 
 
+def _parse_strategy_config(config: str) -> dict[str, object]:
+    try:
+        parsed = json.loads(config) if config else {}
+    except json.JSONDecodeError:
+        return {}
+    return parsed if isinstance(parsed, dict) else {}
+
+
+def _merge_strategy_ids(active_strategy_id: str | None, strategy_ids: list[str] | None) -> list[str] | None:
+    normalized = list(strategy_ids or [])
+    if active_strategy_id and active_strategy_id not in normalized:
+        normalized.append(active_strategy_id)
+    return normalized or None
+
+
 def _to_strategy_set_response(strategy_set: StrategySet | None):
     from app.schemas.portfolio import StrategySetResponse
 
@@ -124,39 +138,68 @@ class PortfolioService:
         return _to_detail_response(status_result)
 
     def create_portfolio(self, payload: CreatePortfolioRequest) -> PortfolioDetailResponse:
-        strategy_set = self._repository.get_or_create_strategy_set(
+        active_strategy_id = payload.active_strategy_id
-            payload.strategy_name,
+        if active_strategy_id is None:
-            json.dumps(payload.strategy_params, sort_keys=True, ensure_ascii=True),
+            strategy_set = self._repository.get_or_create_strategy_set(
-        )
+                payload.strategy_name,
+                json.dumps(payload.strategy_params, sort_keys=True, ensure_ascii=True),
+            )
+            active_strategy_id = strategy_set.id
+        avabile_strategies = _merge_strategy_ids(active_strategy_id, payload.avabile_strategies)
         portfolio = self._repository.create_portfolio(
             payload.portfolio_id,
             broker=payload.broker,
             status=payload.status,
             symbol=payload.symbol,
-            strategy_name=payload.strategy_name,
-            strategy_params=payload.strategy_params,
             cash_balance=payload.cash_balance,
             asset_quantity=payload.asset_quantity,
             asset_price=payload.asset_price,
             profit_buffer=payload.profit_buffer,
-        )
+            active_strategy_id=active_strategy_id,
-        portfolio = self._repository.update_portfolio(
+            avabile_strategies=avabile_strategies,
-            payload.portfolio_id,
-            current_strategy_set_id=strategy_set.id,
         )
         return self.get_portfolio_status(portfolio_id=portfolio.portfolio_id, recent_trades=5)
 
     def update_portfolio(self, portfolio_id: str, payload: UpdatePortfolioRequest) -> PortfolioDetailResponse:
         fields = payload.model_dump(exclude_none=True)
+        current = self._repository.get(portfolio_id)
+
         if "strategy_name" in fields or "strategy_params" in fields:
-            current = self._repository.get(portfolio_id)
+            current_strategy_set = None
-            strategy_name = fields.get("strategy_name", current.strategy_name)
+            if current.active_strategy_id:
-            strategy_params = fields.get("strategy_params", current.strategy_params)
+                current_strategy_set = self._repository.get_strategy_set(current.active_strategy_id)
+
+            strategy_name = fields.get("strategy_name")
+            if strategy_name is None and current_strategy_set is not None:
+                strategy_name = current_strategy_set.name
+            if strategy_name is None:
+                raise ValueError("strategy_name is required when no active strategy is set")
+
+            strategy_params = fields.get("strategy_params")
+            if strategy_params is None and current_strategy_set is not None:
+                strategy_params = _parse_strategy_config(current_strategy_set.config)
+            if strategy_params is None:
+                strategy_params = {}
+
             strategy_set = self._repository.get_or_create_strategy_set(
                 strategy_name,
                 json.dumps(strategy_params, sort_keys=True, ensure_ascii=True),
             )
-            fields["current_strategy_set_id"] = strategy_set.id
+            fields["active_strategy_id"] = strategy_set.id
+            fields["avabile_strategies"] = _merge_strategy_ids(
+                strategy_set.id,
+                fields.get("avabile_strategies", current.avabile_strategies),
+            )
+
+        elif "active_strategy_id" in fields:
+            fields["avabile_strategies"] = _merge_strategy_ids(
+                fields.get("active_strategy_id"),
+                fields.get("avabile_strategies", current.avabile_strategies),
+            )
+
+        fields.pop("strategy_name", None)
+        fields.pop("strategy_params", None)
+
         self._repository.update_portfolio(portfolio_id, **fields)
         return self.get_portfolio_status(portfolio_id=portfolio_id, recent_trades=5)
 

docs/api-examples.md

@@ -51,13 +51,12 @@ Response 200:
     "broker": "upbit",
     "status": "enabled",
     "symbol": "KRW-BTC",
-    "strategy_name": "target_value",
-    "strategy_params": {},
     "cash_balance": 1000000.0,
     "asset_quantity": 0.1,
     "price": 100000000.0,
     "profit_buffer": 0.0,
-    "current_strategy_set_id": "stv-001",
+    "active_strategy_id": "stv-001",
+    "avabile_strategies": ["stv-001"],
     "created_at": "2026-04-03T00:00:00Z",
     "updated_at": "2026-04-03T00:00:00Z",
     "last_trade_at": "2026-04-03T00:00:00Z",
@@ -84,13 +83,12 @@ Response 200:
     "broker": "upbit",
     "status": "enabled",
     "symbol": "KRW-BTC",
-    "strategy_name": "target_value",
-    "strategy_params": {},
     "cash_balance": 1000000.0,
     "asset_quantity": 0.1,
     "price": 100000000.0,
     "profit_buffer": 0.0,
-    "current_strategy_set_id": "stv-001",
+    "active_strategy_id": "stv-001",
+    "avabile_strategies": ["stv-001"],
     "created_at": "2026-04-03T00:00:00Z",
     "updated_at": "2026-04-03T00:00:00Z",
     "last_trade_at": "2026-04-03T00:00:00Z"
@@ -138,6 +136,8 @@ curl -X POST "http://localhost:8000/portfolios" \
     "symbol": "KRW-BTC",
     "strategy_name": "target_value",
     "strategy_params": {},
+    "active_strategy_id": null,
+    "avabile_strategies": null,
     "cash_balance": 1000000,
     "asset_quantity": 0,
     "asset_price": 0,

docs/db-schema-spec.md

@@ -5,10 +5,11 @@
 This document defines the database schema in an AI-agent-friendly format.
 
 - Source of truth: Alembic revisions in `migrations/versions`
-- Current baseline revision: `20260403_0002`
+- Current baseline revision: `20260403_0003`
 - Baseline files:
 	- `migrations/versions/20260403_0001_initial_portfolio_schema.py`
 	- `migrations/versions/20260403_0002_strategy_set_columns.py`
+	- `migrations/versions/20260403_0003_portfolio_strategy_refs.py`
 
 ## 2. Scope
 
@@ -57,6 +58,10 @@ Purpose:
 
 - Stores current portfolio state and strategy linkage.
 
+Current baseline note:
+
+- The columns below describe the currently migrated schema through revision `20260403_0003`.
+
 Columns:
 
 | Column | Type | Null | Default | Constraints / Notes |
@@ -65,13 +70,12 @@ Columns:
 | broker | Text | NO | "kis" | Broker code |
 | status | Text | NO | "enabled" | Portfolio status |
 | symbol | Text | NO | - | Trading symbol |
-| strategy_name | Text | NO | "" | Strategy label |
-| strategy_params | JSONB | NO | '{}'::jsonb | Strategy parameters |
 | cash_balance | Float | NO | - | Current cash balance |
 | asset_quantity | Float | NO | - | Current asset quantity |
 | asset_price | Float | NO | 0 | Current price snapshot |
 | profit_buffer | Float | NO | 0 | Profit buffer amount |
-| current_strategy_set_id | Text | YES | - | Logical reference to `strategy_sets.id` (no FK) |
+| active_strategy_id | Text | YES | - | Logical reference to `strategy_sets.id` |
+| avabile_strategies | Text[] | YES | - | Nullable array of `strategy_sets.id` values |
 | created_at | DateTime(timezone=True) | NO | NOW() | Creation timestamp |
 | updated_at | DateTime(timezone=True) | NO | NOW() | Last update timestamp |
 | last_trade_at | DateTime(timezone=True) | YES | - | Last trade time |
@@ -81,6 +85,11 @@ Constraints:
 - Primary key: `portfolio_id`
 - Foreign key constraints: none in baseline
 
+Constraint notes:
+
+- `active_strategy_id` is a nullable logical reference to `strategy_sets.id`
+- `avabile_strategies` stores zero or more selectable strategy set IDs when present
+
 ### 4.3 portfolio_ledger
 
 Purpose:
@@ -160,3 +169,4 @@ When schema changes:
 |---|---|---|
 | 20260403_0001 | migrations/versions/20260403_0001_initial_portfolio_schema.py | Initial schema for strategy sets, portfolios, ledger, indexes, optional hypertable |
 | 20260403_0002 | migrations/versions/20260403_0002_strategy_set_columns.py | Rename `strategy_name`->`name`, `strategy_config`->`config`, add unique `nick` |
+| 20260403_0003 | migrations/versions/20260403_0003_portfolio_strategy_refs.py | Remove embedded portfolio strategy fields, add `active_strategy_id` and `avabile_strategies` |

docs/portfoliohub-spec.md

@@ -224,6 +224,8 @@ Base routes:
 - `symbol: str`
 - `strategy_name: str = "target_value"`
 - `strategy_params: object = {}`
+- `active_strategy_id: str | null`
+- `avabile_strategies: string[] | null`
 - `cash_balance: float >= 0`
 - `asset_quantity: float >= 0`
 - `asset_price: float >= 0`
@@ -236,6 +238,8 @@ Base routes:
 - `symbol: str | null`
 - `strategy_name: str | null`
 - `strategy_params: object | null`
+- `active_strategy_id: str | null`
+- `avabile_strategies: string[] | null`
 - `asset_price: float >= 0 | null`
 
 `BuyRequest` / `SellRequest`
@@ -268,6 +272,22 @@ Base routes:
 
 - Includes portfolio summary fields and computed `total_value`
 
+`PortfolioSummary`
+
+- `portfolio_id: str`
+- `broker: str`
+- `status: str`
+- `symbol: str`
+- `cash_balance: float`
+- `asset_quantity: float`
+- `price: float`
+- `profit_buffer: float`
+- `active_strategy_id: str | null`
+- `avabile_strategies: string[] | null`
+- `created_at: datetime | null`
+- `updated_at: datetime | null`
+- `last_trade_at: datetime | null`
+
 `PortfolioDetailResponse`
 
 - `portfolio: PortfolioSummary`

migrations/versions/20260403_0003_portfolio_strategy_refs.py

@@ -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")

tests/test_auth.py

@@ -13,6 +13,7 @@ def _client_with_tokens() -> TestClient:
 
 
 def test_read_route_requires_token(monkeypatch) -> None:
+    monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "false")
     monkeypatch.setenv("PORTFOLIOHUB_READ_TOKENS", "read-token")
     get_settings.cache_clear()
     client = _client_with_tokens()
@@ -24,6 +25,7 @@ def test_read_route_requires_token(monkeypatch) -> None:
 
 
 def test_read_route_accepts_read_token(monkeypatch) -> None:
+    monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "false")
     monkeypatch.setenv("PORTFOLIOHUB_READ_TOKENS", "read-token")
     get_settings.cache_clear()
     client = _client_with_tokens()
@@ -35,6 +37,7 @@ def test_read_route_accepts_read_token(monkeypatch) -> None:
 
 
 def test_trade_route_rejects_read_token(monkeypatch) -> None:
+    monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "false")
     monkeypatch.setenv("PORTFOLIOHUB_READ_TOKENS", "read-token")
     monkeypatch.setenv("PORTFOLIOHUB_TRADE_WRITE_TOKENS", "trade-token")
     get_settings.cache_clear()
@@ -51,6 +54,7 @@ def test_trade_route_rejects_read_token(monkeypatch) -> None:
 
 
 def test_admin_route_accepts_admin_token(monkeypatch) -> None:
+    monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "false")
     monkeypatch.setenv("PORTFOLIOHUB_ADMIN_TOKENS", "admin-token")
     get_settings.cache_clear()
     client = _client_with_tokens()

tests/test_cli.py

@@ -39,8 +39,8 @@ class FakeRepo:
         *,
         broker: str = "kis",
         status: str = "enabled",
-        strategy_name: str = "",
+        active_strategy_id: str | None = None,
-        strategy_params: dict | None = None,
+        avabile_strategies: list[str] | None = None,
         initial_cash: float = 0.0,
     ) -> Portfolio:
         if self._portfolio is None:
@@ -49,9 +49,9 @@ class FakeRepo:
                 broker=broker,
                 status=status,
                 symbol=symbol,
-                strategy_name=strategy_name,
-                strategy_params=strategy_params or {},
                 cash_balance=initial_cash,
+                active_strategy_id=active_strategy_id,
+                avabile_strategies=avabile_strategies,
             )
         return self._portfolio
 
@@ -62,24 +62,24 @@ class FakeRepo:
         broker: str,
         status: str,
         symbol: str,
-        strategy_name: str,
-        strategy_params: dict,
         cash_balance: float,
         asset_quantity: float,
         asset_price: float,
         profit_buffer: float,
+        active_strategy_id: str | None,
+        avabile_strategies: list[str] | None,
     ) -> Portfolio:
         self._portfolio = Portfolio(
             portfolio_id=portfolio_id,
             broker=broker,
             status=status,
             symbol=symbol,
-            strategy_name=strategy_name,
-            strategy_params=strategy_params,
             cash_balance=cash_balance,
             asset_quantity=asset_quantity,
             price=asset_price,
             profit_buffer=profit_buffer,
+            active_strategy_id=active_strategy_id,
+            avabile_strategies=avabile_strategies,
         )
         return self._portfolio
 
@@ -149,7 +149,7 @@ class FakeRepo:
         portfolio.asset_quantity = 0.0
         portfolio.price = 0.0
         portfolio.profit_buffer = 0.0
-        portfolio.current_strategy_set_id = None
+        portfolio.active_strategy_id = None
         self.entries = []
         return portfolio
 
@@ -194,13 +194,12 @@ def _portfolio() -> Portfolio:
         broker="kis",
         status="enabled",
         symbol="005930",
-        strategy_name="target_value",
-        strategy_params={"target_asset_ratio": 0.7},
         cash_balance=1_000_000.0,
         asset_quantity=1.0,
         price=70_000.0,
         profit_buffer=50_000.0,
-        current_strategy_set_id="set-1",
+        active_strategy_id="set-1",
+        avabile_strategies=["set-1"],
     )
 
 

tests/test_domain_services.py

@@ -27,8 +27,8 @@ class FakeRepo:
         *,
         broker: str = "kis",
         status: str = "enabled",
-        strategy_name: str = "",
+        active_strategy_id: str | None = None,
-        strategy_params: dict | None = None,
+        avabile_strategies: list[str] | None = None,
         initial_cash: float = 0.0,
     ) -> Portfolio:
         self._portfolio = Portfolio(
@@ -36,9 +36,9 @@ class FakeRepo:
             broker=broker,
             status=status,
             symbol=symbol,
-            strategy_name=strategy_name,
-            strategy_params=strategy_params or {},
             cash_balance=initial_cash,
+            active_strategy_id=active_strategy_id,
+            avabile_strategies=avabile_strategies,
         )
         return self._portfolio
 
@@ -107,7 +107,7 @@ class FakeRepo:
         portfolio.asset_quantity = 0.0
         portfolio.price = 0.0
         portfolio.profit_buffer = 0.0
-        portfolio.current_strategy_set_id = None
+        portfolio.active_strategy_id = None
         self.entries = []
         return portfolio
 
@@ -146,13 +146,12 @@ def _portfolio() -> Portfolio:
         broker="kis",
         status="enabled",
         symbol="005930",
-        strategy_name="target_value",
-        strategy_params={"target_asset_ratio": 0.7},
         cash_balance=1_000_000.0,
         asset_quantity=0.0,
         price=70_000.0,
         profit_buffer=0.0,
-        current_strategy_set_id="set-1",
+        active_strategy_id="set-1",
+        avabile_strategies=["set-1"],
     )