Files
portfolio-hub/app/repositories/portfolio_repository.py
T
genichinandClaude Sonnet 4.6 d24058d863 feat(bat-022): daemon CRUD admin API + self-service credential management (REQ-052/053/054)
- POST/PATCH/deactivate/activate /v1/admin/daemons — admin-only daemon CRUD (REQ-053)
- GET/PUT/DELETE /v1/daemons/{daemon_id}/credential — user-owned scoped credential management (REQ-052)
- Owner re-assignment auto-invalidates BrokerCredential via update_daemon_owner() (REQ-053 AC-4)
- Deactivation auto-revokes service tokens via revoke_tokens_by_daemon_id() (REQ-022 reuse, REQ-053 AC-6)
- DELETE /v1/admin/daemons/{id} → 405 (hard delete not provided, REQ-053 AC-8)
- All responses exclude app_key/app_secret; Fernet encryption at rest (REQ-054)
- Service-token → 403 on credential endpoints (REQ-052 AC-10)
- Admin ownership scope enforced: admin cannot write other user's credential (REQ-052 AC-9)
- REQ-051 regression: 4 service-token guard tests pass (REQ-054 AC-7)
- 44 new tests, 565 total passed (521 baseline + 44 new), 0 failures

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VHtM5Ws1HKCKQ4JGi6GRb5
2026-06-28 14:18:37 +09:00

314 lines
8.7 KiB
Python

"""Portfolio repository contract."""
from __future__ import annotations
from datetime import datetime
from typing import Protocol
from app.domain.models import Asset, AuthToken, BrokerCredential, Daemon, LedgerEntry, Portfolio, PortfolioComment, PortfolioTag, StrategySet, Tag, TokenPrincipal, User
class PortfolioRepository(Protocol):
def ping(self) -> None: ...
def get_user(self, user_id: str) -> User: ...
def get_user_by_username(self, username: str) -> User | None: ...
def list_users(self) -> list[User]: ...
def create_user(
self,
username: str,
*,
email: str | None = None,
password_hash: str | None = None,
permission: str = "read",
is_active: bool = True,
) -> User: ...
def update_user(
self,
user_id: str,
*,
username: str | None = None,
email: str | None = None,
password_hash: str | None = None,
permission: str | None = None,
is_active: bool | None = None,
) -> User: ...
def delete_user(self, user_id: str) -> None: ...
def update_user_last_login(self, user_id: str) -> None: ...
def upsert_broker_credential(
self,
user_id: str,
broker: str,
*,
account_ref: str,
encrypted_payload: str,
) -> BrokerCredential: ...
def list_broker_credentials(self, user_id: str) -> list[BrokerCredential]: ...
def delete_broker_credential(self, user_id: str, broker: str) -> bool: ...
def create_auth_token(
self,
user_id: str,
*,
name: str,
token_hash: str,
token_prefix: str,
permission: str,
token_type: str,
expires_at: datetime | None = None,
runtime_id: str | None = None,
daemon_id: str | None = None,
) -> AuthToken: ...
def list_auth_tokens(self, user_id: str) -> list[AuthToken]: ...
def list_service_tokens(
self,
user_id: str | None = None,
*,
include_revoked: bool = False,
) -> list[AuthToken]: ...
def revoke_auth_token(self, user_id: str, token_id: str) -> None: ...
def get_service_token_by_name(self, name: str) -> AuthToken | None: ...
def get_token_principal(self, token_hash: str) -> TokenPrincipal | None: ...
def rotate_service_token(self, name: str) -> tuple[str, AuthToken]: ...
def rebind_service_token(self, name: str, daemon_id: str) -> AuthToken: ...
def create_daemon(
self,
owner_user_id: str,
*,
daemon_slug: str,
display_name: str | None = None,
) -> Daemon: ...
def get_daemon_by_id(self, daemon_id: str) -> Daemon | None: ...
def get_daemon_by_slug(self, owner_user_id: str, daemon_slug: str) -> Daemon | None: ...
def list_daemons_for_user(self, owner_user_id: str) -> list[Daemon]: ...
def update_daemon(
self,
daemon_id: str,
*,
display_name: str | None = None,
is_active: bool | None = None,
) -> Daemon: ...
def revoke_tokens_by_daemon_id(self, daemon_id: str) -> int: ...
def list_service_tokens_with_null_daemon(self) -> list[AuthToken]: ...
def get_broker_credential_by_daemon(
self,
daemon_id: str,
broker: str,
) -> BrokerCredential | None: ...
def delete_credentials_by_daemon_id(self, daemon_id: str) -> int: ...
def update_daemon_owner(
self,
daemon_id: str,
*,
owner_user_id: str,
) -> Daemon: ...
def get(self, portfolio_id: str) -> Portfolio: ...
def get_portfolio_by_name_and_user(self, owner_user_id: str, name: str) -> Portfolio | None: ...
def get_or_create(
self,
portfolio_id: str,
symbol: str,
*,
name: str | None = None,
broker: str = "kis",
status: str = "enabled",
active_strategy_id: str | None = None,
avabile_strategies: list[str] | None = None,
owner_user_id: str | None = None,
initial_cash: float = 0.0,
) -> Portfolio: ...
def create_portfolio(
self,
portfolio_id: str,
*,
owner_user_id: str,
broker: str,
status: str,
name: str,
asset_id: str,
cash_balance: float,
asset_quantity: float,
asset_price: float,
profit_buffer: float,
active_strategy_id: str | None,
avabile_strategies: list[str] | None,
) -> Portfolio: ...
def get_asset_by_id(self, asset_id: str) -> Asset | None: ...
def get_asset_by_symbol(self, symbol: str) -> Asset | None: ...
def list_assets(self) -> list[Asset]: ...
def insert_asset(
self,
*,
symbol: str,
markets: list[str],
display_name: str | None = None,
status: str = "active",
) -> Asset: ...
def update_asset(
self,
asset_id: str,
*,
markets: list[str] | None = None,
display_name: str | None = None,
status: str | None = None,
) -> Asset: ...
def update_portfolio(self, portfolio_id: str, **fields: object) -> Portfolio: ...
def soft_delete_portfolio(self, portfolio_id: str) -> Portfolio: ...
def list_portfolios(
self,
*,
broker: str | None = None,
status: str | None = None,
owner_user_id: str | None = None,
include_tags: list[str] | None = None,
exclude_tags: list[str] | None = None,
match_mode: str | None = None,
managed_by_daemon_id: str | None = None,
market: str | None = None,
) -> list[Portfolio]: ...
def list_portfolios_with_strategies(
self,
owner_user_id: str,
*,
include_disabled: bool = True,
managed_by_daemon_id: str | None = None,
market: str | None = None,
) -> list[Portfolio]: ...
def create_tag(
self,
*,
name: str,
created_by_user_id: str,
is_admin_tag: bool = False,
) -> Tag: ...
def get_tag_by_id(self, tag_id: str) -> Tag | None: ...
def get_tags_by_ids(self, tag_ids: list[str]) -> dict[str, Tag]: ...
def list_tags_master(self, *, include_inactive: bool = False) -> list[Tag]: ...
def deactivate_tag(self, tag_id: str) -> Tag: ...
def append_portfolio_tag_id(self, portfolio_id: str, tag_id: str) -> None: ...
def remove_portfolio_tag_id(self, portfolio_id: str, tag_id: str) -> None: ...
def add_tag(self, portfolio_id: str, *, tag: str) -> PortfolioTag: ...
def list_tags(self, portfolio_id: str) -> list[PortfolioTag]: ...
def remove_tag(self, portfolio_id: str, *, tag: str) -> None: ...
def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet: ...
def get_strategy_set(self, id: str) -> StrategySet | None: ...
def list_strategy_sets(self) -> list[StrategySet]: ...
def delete_strategy_set(self, id: str) -> None: ...
def save(
self,
portfolio: Portfolio,
*,
current_price: float,
action: str,
trade_price: float,
quantity: float,
fee_amount: float,
tax_amount: float,
total_value_after: float,
strategy_set_id: str = "manual",
note: str = "",
) -> None: ...
def list_recent_trades(self, portfolio_id: str, limit: int = 5) -> list[LedgerEntry]: ...
def list_trades_by_date(
self,
portfolio_id: str,
*,
date: datetime | None = None,
from_: datetime | None = None,
to_: datetime | None = None,
) -> list[LedgerEntry]: ...
def get_all_trades_for_pnl(
self,
portfolio_id: str,
*,
symbol: str | None = None,
) -> list[LedgerEntry]: ...
def insert_ledger_trade(
self,
*,
portfolio_id: str,
order_id: str,
execution_id: str,
side: str,
quantity: float,
price: float,
executed_at: datetime,
fee_amount: float = 0.0,
tax_amount: float = 0.0,
) -> tuple[LedgerEntry, bool]: ...
def reset(self, portfolio_id: str) -> Portfolio: ...
def adjust_buffer(self, portfolio_id: str, amount: float, action: str, note: str = "") -> Portfolio: ...
def transfer_buffer(self, portfolio_id: str, amount: float, direction: str, note: str = "") -> Portfolio: ...
def delete(self, portfolio_id: str, *, clear_ledger: bool = True) -> None: ...
def create_comment(self, portfolio_id: str, *, content: str) -> PortfolioComment: ...
def list_comments(self, portfolio_id: str) -> list[PortfolioComment]: ...
def update_comment(self, portfolio_id: str, comment_id: str, *, content: str) -> PortfolioComment: ...
def delete_comment(self, portfolio_id: str, comment_id: str) -> None: ...