# Portfolio Hub Interface Contract

- Baseline Mode: observed
- Baseline Seed: .stagepilot/bootstrap/baseline.yaml
- Status: confirmed
- Owner: repository-maintainers
- Last Updated (KST): 2026-04-30 22:13
- Source Discovery / Batch: bootstrap-baseline
- Primary Runtime: mixed

## Project Summary
- PortfolioHub exposes portfolio management and trading ledger workflows through a FastAPI service and a companion CLI.

## Primary Domain
- Portfolio management and trading ledger services.

## Purpose
- This document captures the approved external and cross-boundary interface contracts for the project.
- It is a cross-cutting reference for REQ drafting, batch design, implementation, verification, and handoff.

## Scope
- Covers externally visible APIs, CLI surfaces, events, files, or batch I/O contracts.
- Does not duplicate full business requirements already owned by REQ documents.
- Does not replace low-level code references or generated API artifacts.

## Interface Summary

- Primary HTTP API :: manage authentication, portfolios, strategy sets, and users over JSON HTTP endpoints
- PortfolioHub CLI :: provide command-line access to health checks, database setup, users, portfolios, strategies, and service tokens

## Interface: `Primary HTTP API`

- Type: http-api
- Consumers / Producers: authenticated clients, operators, and downstream services
- Purpose: manage authentication, portfolios, strategy sets, and users over JSON HTTP endpoints
- Stability: internal

### Inputs

- Authorization: Bearer <token> :: required for protected routes and mapped to read, trade-write, or admin permissions
- JSON request bodies :: carry login, token issuance, user CRUD, strategy-set CRUD, portfolio mutations, comments, and tags
- Route and query parameters :: select users, tokens, portfolios, filters, recent history windows, comments, and tags

### Outputs

- JSON response models :: responses are shaped by app/schemas/auth.py, app/schemas/user.py, and app/schemas/portfolio.py
- HTTP 201, 200, and 204 status codes :: create, read or update, and delete semantics respectively
- GET /health payload :: returns {"status": "ok"} for readiness checks

### Error Contract

- 401 Unauthorized :: invalid credentials, invalid token, or missing token on protected routes
- 403 Forbidden :: insufficient permission or token issuance policy violation
- 404 Not Found :: missing user, token, portfolio, comment, tag, or strategy set
- 422 Unprocessable Entity :: FastAPI or Pydantic request validation failure

### Compatibility Rules

- Route prefixes /health, /auth, /users, /strategy-sets, and /portfolios define the current internal API surface.
- Permission semantics read, trade-write, and admin must stay aligned across auth guards and token metadata.
- Breaking route or schema changes require REQ and Batch documentation updates before release.

## Interface: `PortfolioHub CLI`

- Type: cli
- Consumers / Producers: operators and automation
- Purpose: provide command-line access to health checks, database setup, users, portfolios, strategies, and service tokens
- Stability: internal

### Inputs

- pfhub subcommands :: include user, portfolio, strategy, service-token, health-check, init-db, and migrate-db command families
- Flags and options :: include --format table|json, --force confirmations, and operation-specific mutation arguments
- Environment configuration :: app/core/config.py resolves PORTFOLIOHUB_* and TIMESCALEDB_* values before command execution

### Outputs

- Table or JSON console rendering :: read flows emit structured operator output suitable for manual review or automation
- One-time token reveal :: issued client or service tokens are shown once and then only masked metadata remains
- Process exit status :: command success or failure is communicated through standard CLI exit behavior

### Error Contract

- Typer validation errors :: invalid arguments or missing required options stop the command before execution
- Confirmation refusal :: write commands abort unless the operator confirms or passes --force
- Persistence and auth failures :: disabled DB mode, connectivity issues, or permission problems surface as command errors

### Compatibility Rules

- Command names and primary flags should remain stable for internal automation.
- Write commands require explicit confirmation unless --force is present.
- JSON output should remain machine-readable across additive command evolution.

## Shared Constraints

- Token permission levels gate both HTTP and CLI mutations consistently.
- DB-backed endpoints and commands require PORTFOLIOHUB_DB_ENABLED=true plus valid TimescaleDB settings.
- Secret and token values are only revealed once at issuance time and are masked afterwards.

## Current Gaps / Planned Changes

- External consumer versioning policy is still implicit and not published as a separate contract artifact.
- Service-token lifecycle and ownership rules may continue to evolve as authorization requirements mature.
- OpenAPI publication and CLI reference generation are not yet automated.

## Update Triggers

- Update this document when an externally visible API, event, CLI, or file contract changes.
- Update this document when a batch changes compatibility, validation, or error behavior.
- Update this document when a new external consumer or producer is introduced.

## Change Log

- 2026-04-30 KST: Bootstrap baseline created from repository observation for initial StagePilot adoption.