feat: update strategy set schema fields

app/cli/core/utils.py

@@ -95,8 +95,9 @@ def print_portfolio_detail(console: Console, detail: PortfolioDetailResponse) ->
                 "\n".join(
                     [
                         f"id: {detail.strategy_set.id}",
-                        f"name: {detail.strategy_set.strategy_name}",
+                        f"name: {detail.strategy_set.name}",
-                        f"config: {detail.strategy_set.strategy_config}",
+                        f"config: {detail.strategy_set.config}",
+                        f"nick: {detail.strategy_set.nick}",
                     ]
                 ),
                 title="Strategy Set",

app/domain/models.py

@@ -10,8 +10,9 @@ from typing import Any, Protocol, runtime_checkable
 @dataclass
 class StrategySet:
     id: str
-    strategy_name: str
+    name: str
-    strategy_config: str
+    config: str
+    nick: str
     created_at: datetime | None = None
 
 

app/domain/services.py

@@ -45,7 +45,7 @@ class PortfolioDomainRepository(Protocol):
     def update_portfolio(self, portfolio_id: str, **fields: object) -> Portfolio: ...
     def list_portfolios(self, *, broker: str | None = None, status: str | None = None) -> list[Portfolio]: ...
     def get_strategy_set(self, id: str) -> StrategySet | None: ...
-    def get_or_create_strategy_set(self, strategy_name: str, strategy_config: str) -> StrategySet: ...
+    def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet: ...
     def save(
         self,
         portfolio: Portfolio,

app/repositories/portfolio_repository.py

@@ -43,7 +43,7 @@ class PortfolioRepository(Protocol):
 
     def list_portfolios(self, *, broker: str | None = None, status: str | None = None) -> list[Portfolio]: ...
 
-    def get_or_create_strategy_set(self, strategy_name: str, strategy_config: str) -> StrategySet: ...
+    def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet: ...
 
     def get_strategy_set(self, id: str) -> StrategySet | None: ...
 

app/repositories/postgres.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+import hashlib
 import json
 import uuid
 from dataclasses import dataclass
@@ -82,10 +83,11 @@ class PostgresPortfolioRepository:
                 """
                 CREATE TABLE IF NOT EXISTS strategy_sets (
                     id TEXT PRIMARY KEY,
-                    strategy_name TEXT NOT NULL,
+                    name TEXT NOT NULL,
-                    strategy_config TEXT NOT NULL DEFAULT '',
+                    config TEXT NOT NULL DEFAULT '',
+                    nick TEXT NOT NULL UNIQUE,
                     created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
-                    UNIQUE (strategy_name, strategy_config)
+                    UNIQUE (name, config)
                 )
                 """
             )
@@ -352,40 +354,41 @@ class PostgresPortfolioRepository:
             rows = cur.fetchall()
         return [self._row_to_portfolio(row) for row in rows]
 
-    def get_or_create_strategy_set(self, strategy_name: str, strategy_config: str) -> StrategySet:
+    def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet:
         self.ensure_schema()
+        nick = f"{name}:{hashlib.sha1(config.encode('utf-8')).hexdigest()[:12]}"
         with self._connect().cursor() as cur:
             new_id = str(uuid.uuid4())
             cur.execute(
                 """
-                INSERT INTO strategy_sets (id, strategy_name, strategy_config)
+                INSERT INTO strategy_sets (id, name, config, nick)
-                VALUES (%s, %s, %s)
+                VALUES (%s, %s, %s, %s)
-                ON CONFLICT (strategy_name, strategy_config) DO NOTHING
+                ON CONFLICT (name, config) DO NOTHING
                 """,
-                (new_id, strategy_name, strategy_config),
+                (new_id, name, config, nick),
             )
             cur.execute(
                 """
-                SELECT id, strategy_name, strategy_config, created_at
+                SELECT id, name, config, nick, created_at
                 FROM strategy_sets
-                WHERE strategy_name = %s AND strategy_config = %s
+                WHERE name = %s AND config = %s
                 """,
-                (strategy_name, strategy_config),
+                (name, config),
             )
             row = cur.fetchone()
-        return StrategySet(id=row[0], strategy_name=row[1], strategy_config=row[2], created_at=row[3])
+        return StrategySet(id=row[0], name=row[1], config=row[2], nick=row[3], created_at=row[4])
 
     def get_strategy_set(self, id: str) -> StrategySet | None:
         self.ensure_schema()
         with self._connect().cursor() as cur:
             cur.execute(
-                "SELECT id, strategy_name, strategy_config, created_at FROM strategy_sets WHERE id = %s",
+                "SELECT id, name, config, nick, created_at FROM strategy_sets WHERE id = %s",
                 (id,),
             )
             row = cur.fetchone()
         if row is None:
             return None
-        return StrategySet(id=row[0], strategy_name=row[1], strategy_config=row[2], created_at=row[3])
+        return StrategySet(id=row[0], name=row[1], config=row[2], nick=row[3], created_at=row[4])
 
     def save(
         self,

app/schemas/portfolio.py

@@ -10,8 +10,9 @@ from pydantic import BaseModel, ConfigDict, Field
 
 class StrategySetResponse(BaseModel):
     id: str
-    strategy_name: str
+    name: str
-    strategy_config: str
+    config: str
+    nick: str
     created_at: datetime | None = None
 
 

app/services/portfolio_service.py

@@ -65,8 +65,9 @@ def _to_strategy_set_response(strategy_set: StrategySet | None):
         return None
     return StrategySetResponse(
         id=strategy_set.id,
-        strategy_name=strategy_set.strategy_name,
+        name=strategy_set.name,
-        strategy_config=strategy_set.strategy_config,
+        config=strategy_set.config,
+        nick=strategy_set.nick,
         created_at=strategy_set.created_at,
     )
 

docs/api-examples.md

@@ -114,8 +114,9 @@ Response 200:
   ],
   "strategy_set": {
     "id": "stv-001",
-    "strategy_name": "target_value",
+    "name": "target_value",
-    "strategy_config": "{}",
+    "config": "{}",
+    "nick": "target_value:99914b932bd3",
     "created_at": "2026-04-03T00:00:00Z"
   },
   "live_quantity": null

docs/db-schema-spec.md

@@ -5,8 +5,10 @@
 This document defines the database schema in an AI-agent-friendly format.
 
 - Source of truth: Alembic revisions in `migrations/versions`
-- Current baseline revision: `20260403_0001`
+- Current baseline revision: `20260403_0002`
-- Baseline file: `migrations/versions/20260403_0001_initial_portfolio_schema.py`
+- Baseline files:
+	- `migrations/versions/20260403_0001_initial_portfolio_schema.py`
+	- `migrations/versions/20260403_0002_strategy_set_columns.py`
 
 ## 2. Scope
 
@@ -38,14 +40,16 @@ Columns:
 | Column | Type | Null | Default | Constraints / Notes |
 |---|---|---|---|---|
 | id | Text | NO | - | Primary Key |
-| strategy_name | Text | NO | - | Part of unique pair |
+| name | Text | NO | - | Strategy name, part of unique pair |
-| strategy_config | Text | NO | "" | Part of unique pair |
+| config | Text | NO | "" | Strategy config payload, part of unique pair |
+| nick | Text | NO | - | Unique strategy set nickname |
 | created_at | DateTime(timezone=True) | NO | NOW() | Creation timestamp |
 
 Constraints:
 
 - Primary key: `id`
-- Unique: `uq_strategy_sets_name_config` on (`strategy_name`, `strategy_config`)
+- Unique: `uq_strategy_sets_name_config` on (`name`, `config`)
+- Unique: `uq_strategy_sets_nick` on (`nick`)
 
 ### 4.2 portfolios
 
@@ -155,3 +159,4 @@ When schema changes:
 | Revision ID | File | Summary |
 |---|---|---|
 | 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` |

docs/portfoliohub-spec.md

@@ -275,6 +275,14 @@ Base routes:
 - `strategy_set: StrategySetResponse | null`
 - `live_quantity: float | null`
 
+`StrategySetResponse`
+
+- `id: str`
+- `name: str`
+- `config: str`
+- `nick: str`
+- `created_at: datetime | null`
+
 `LedgerEntryResponse`
 
 - Snapshot-oriented ledger response including balances after each action

migrations/versions/20260403_0002_strategy_set_columns.py

@@ -0,0 +1,73 @@
+"""rename strategy_set columns and add nick
+
+Revision ID: 20260403_0002
+Revises: 20260403_0001
+Create Date: 2026-04-03 00:30:00
+"""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "20260403_0002"
+down_revision = "20260403_0001"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column("strategy_sets", sa.Column("name", sa.Text(), nullable=True))
+    op.add_column("strategy_sets", sa.Column("config", sa.Text(), nullable=True, server_default=""))
+    op.add_column("strategy_sets", sa.Column("nick", sa.Text(), nullable=True))
+
+    op.execute(
+        sa.text(
+            """
+            UPDATE strategy_sets
+            SET
+                name = strategy_name,
+                config = strategy_config,
+                nick = strategy_name || ':' || substr(md5(strategy_config), 1, 12)
+            """
+        )
+    )
+
+    op.alter_column("strategy_sets", "name", nullable=False)
+    op.alter_column("strategy_sets", "config", nullable=False)
+    op.alter_column("strategy_sets", "nick", nullable=False)
+
+    op.drop_constraint("uq_strategy_sets_name_config", "strategy_sets", type_="unique")
+    op.create_unique_constraint("uq_strategy_sets_name_config", "strategy_sets", ["name", "config"])
+    op.create_unique_constraint("uq_strategy_sets_nick", "strategy_sets", ["nick"])
+
+    op.drop_column("strategy_sets", "strategy_name")
+    op.drop_column("strategy_sets", "strategy_config")
+
+
+def downgrade() -> None:
+    op.add_column("strategy_sets", sa.Column("strategy_name", sa.Text(), nullable=True))
+    op.add_column("strategy_sets", sa.Column("strategy_config", sa.Text(), nullable=True, server_default=""))
+
+    op.execute(
+        sa.text(
+            """
+            UPDATE strategy_sets
+            SET
+                strategy_name = name,
+                strategy_config = config
+            """
+        )
+    )
+
+    op.alter_column("strategy_sets", "strategy_name", nullable=False)
+    op.alter_column("strategy_sets", "strategy_config", nullable=False)
+
+    op.drop_constraint("uq_strategy_sets_nick", "strategy_sets", type_="unique")
+    op.drop_constraint("uq_strategy_sets_name_config", "strategy_sets", type_="unique")
+    op.create_unique_constraint("uq_strategy_sets_name_config", "strategy_sets", ["strategy_name", "strategy_config"])
+
+    op.drop_column("strategy_sets", "nick")
+    op.drop_column("strategy_sets", "name")
+    op.drop_column("strategy_sets", "config")

tests/test_cli.py

@@ -15,7 +15,7 @@ class FakeRepo:
     def __init__(self, portfolio: Portfolio | None = None) -> None:
         self._portfolio = portfolio
         self.entries: list[LedgerEntry] = []
-        self.strategy_set = StrategySet(id="set-1", strategy_name="target_value", strategy_config="{}")
+        self.strategy_set = StrategySet(id="set-1", name="target_value", config="{}", nick="target_value:99914b932bd3")
         self.closed = False
 
     def close(self) -> None:
@@ -99,8 +99,8 @@ class FakeRepo:
             return []
         return [self._portfolio]
 
-    def get_or_create_strategy_set(self, strategy_name: str, strategy_config: str) -> StrategySet:
+    def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet:
-        self.strategy_set = StrategySet(id="set-1", strategy_name=strategy_name, strategy_config=strategy_config)
+        self.strategy_set = StrategySet(id="set-1", name=name, config=config, nick=f"{name}:99914b932bd3")
         return self.strategy_set
 
     def get_strategy_set(self, id: str) -> StrategySet | None:

tests/test_domain_services.py

@@ -12,7 +12,7 @@ class FakeRepo:
     def __init__(self, portfolio: Portfolio | None = None) -> None:
         self._portfolio = portfolio
         self.entries: list[LedgerEntry] = []
-        self.strategy_set = StrategySet(id="set-1", strategy_name="target_value", strategy_config="{}")
+        self.strategy_set = StrategySet(id="set-1", name="target_value", config="{}", nick="target_value:99914b932bd3")
         self.last_delete: tuple[str, bool] | None = None
 
     def get(self, portfolio_id: str) -> Portfolio:
@@ -60,8 +60,8 @@ class FakeRepo:
     def get_strategy_set(self, id: str) -> StrategySet | None:
         return self.strategy_set if id == self.strategy_set.id else None
 
-    def get_or_create_strategy_set(self, strategy_name: str, strategy_config: str) -> StrategySet:
+    def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet:
-        self.strategy_set = StrategySet(id="set-1", strategy_name=strategy_name, strategy_config=strategy_config)
+        self.strategy_set = StrategySet(id="set-1", name=name, config=config, nick=f"{name}:99914b932bd3")
         return self.strategy_set
 
     def save(