Files
portfolio-hub/tests/test_v1.py
T
genichin e6b6a8715b feat: implement daemon model with registry and single-asset assignment (BAT-010, REQ-023/028)
Core Implementation (BAT-010):
- Add daemon registry schema and CRUD operations (req-023)
- Implement single-daemon asset assignment constraint (one asset per daemon)
- Add daemon_id field to service_token for daemon identification
- Add daemon.py CLI module for daemon management commands
- Add 20260513_0016_daemon_model.py migration for daemon tables

API Changes:
- GET /v1/assets: include daemon_id in AssetResponse
- POST /v1/assets/{asset_id}/ledger/trades: require daemon token binding
- GET /v1/user_info: include daemon metadata
- Enhanced service-token rotate to preserve daemon bindings

CLI Commands:
- pfhub daemon register --name <name> --runtime-id <runtime-id>
- pfhub daemon list
- pfhub daemon get <daemon-id>
- pfhub daemon revoke <daemon-id>

Requirements (REQ-023, REQ-028):
- REQ-023: Daemon Registry and Service Token Daemon Binding (Interface, Approved)
  * AC-1: daemon CRUD operations
  * AC-2: service token daemon binding for POST /v1/assets/{asset_id}/ledger/trades
  * AC-3: single daemon per asset (exact-one assignment model)
- REQ-028: README.md Daemon Provisioning Runbook update (Documentation, Approved)

Documentation:
- Add dcy-006 Discovery for daemon-id and single-daemon asset assignment
- Update README.md with Daemon Provisioning Runbook section
- Add BAT-010 batch documentation with planning, implementation, verification
- Update rel-006 release document (daemon model implementation)
- Update data-model.md with daemon and daemon_asset_assignment tables
- Update interface-contract.md with daemon registry APIs
- Update runtime-flows.md with daemon lifecycle flows

Breaking Changes:
- REQ-005~009, REQ-011~012 status reverted to Approved due to revised contract
  * daemon_id field addition and exact-one asset assignment requirement
  * Existing Implemented evidence invalidated by contract revision
  * BAT-001/002/008 re-verification required

Testing:
- Add test_daemon_registry.py for daemon CRUD operations
- Add test_daemon_assignment.py for single-asset assignment constraints
- Update test_auth.py, test_cli.py, test_v1.py for daemon support
- Verify daemon token binding in trade endpoint authorization

Impact:
- Database: 2 new tables (daemons, daemon_asset_assignments)
- Migration: 20260513_0016 creates daemon model schema
- CLI: 4 new daemon subcommands
- API: daemon_id propagation through v1 endpoints
- Verification: BAT-001/002/008 re-verification gates next release
2026-05-13 23:07:24 +00:00

935 lines
34 KiB
Python

"""Tests for v1 API endpoints (health, assets, user_info, ledger/trades)."""
from __future__ import annotations
from datetime import datetime, timezone
from decimal import Decimal
from unittest.mock import MagicMock, patch
import pytest
from fastapi.testclient import TestClient
from app.core.auth import AuthContext, Permission
from app.core.config import Settings, get_settings
from app.domain.models import AuthToken, BrokerCredential, Portfolio, TokenPrincipal, User, LedgerTrade
from app.main import create_app
# ---------------------------------------------------------------------------
# Helpers
# ---------------------------------------------------------------------------
# Valid Fernet test key (32 null bytes base64-encoded)
_TEST_ENC_KEY = "AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA="
def _make_settings(**kwargs) -> Settings:
return Settings(
allowed_origins_raw="http://localhost:3000",
**kwargs,
)
def _make_app(settings: Settings | None = None) -> TestClient:
get_settings.cache_clear()
s = settings or _make_settings()
app = create_app(settings_factory=lambda: s)
app.dependency_overrides[get_settings] = lambda: s
return TestClient(app)
def _make_app_db(monkeypatch, **extra_settings) -> Settings:
"""Return settings with db_enabled=True and a valid encryption key for startup."""
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
monkeypatch.setenv("CREDENTIAL_ENCRYPTION_KEY", _TEST_ENC_KEY)
return _make_settings(**extra_settings)
def _service_token_header(token: str = "svc-token") -> dict[str, str]:
return {"Authorization": f"Bearer {token}"}
class _RuntimeIdRoundTripRepo:
def __init__(self) -> None:
self.users = {
"user-1": User(
id="user-1",
username="alice",
email="alice@example.com",
permission="read",
is_active=True,
)
}
self.users_by_username = {"alice": self.users["user-1"]}
self.tokens_by_hash: dict[str, AuthToken] = {}
self._seq = 1
def close(self) -> None:
return None
def get_user_by_username(self, username: str) -> User | None:
return self.users_by_username.get(username)
def get_user(self, user_id: str) -> User:
user = self.users.get(user_id)
if user is None:
raise ValueError("사용자를 찾을 수 없습니다")
return user
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:
token = AuthToken(
id=f"token-{self._seq}",
user_id=user_id,
name=name,
token_prefix=token_prefix,
permission=permission,
token_type=token_type,
expires_at=expires_at,
created_at=datetime.now(timezone.utc),
runtime_id=runtime_id,
daemon_id=daemon_id,
)
self._seq += 1
self.tokens_by_hash[token_hash] = token
return token
def get_token_principal(self, token_hash: str) -> TokenPrincipal | None:
token = self.tokens_by_hash.get(token_hash)
if token is None:
return None
return TokenPrincipal(
token_id=token.id,
user_id=token.user_id,
permission=token.permission,
token_type=token.token_type,
runtime_id=token.runtime_id,
daemon_id=token.daemon_id,
)
def list_broker_credentials(self, user_id: str) -> list[BrokerCredential]:
return []
# ---------------------------------------------------------------------------
# GET /health
# ---------------------------------------------------------------------------
def test_health_returns_full_response() -> None:
client = _make_app()
resp = client.get("/health")
assert resp.status_code == 200
body = resp.json()
assert body["status"] == "ok"
assert body["service"] == "portfolio-hub"
assert "version" in body
assert "checked_at" in body
# checked_at should contain KST offset (+09:00)
assert "+09:00" in body["checked_at"]
# ---------------------------------------------------------------------------
# POST /auth/service-tokens (B-1: REQ-005 AC2)
# ---------------------------------------------------------------------------
def test_auth_issue_service_token_returns_runtime_id(monkeypatch) -> None:
repo = _RuntimeIdRoundTripRepo()
settings = _make_settings(
db_enabled=True,
admin_tokens_raw="admin-token",
credential_encryption_key=_TEST_ENC_KEY,
)
with patch("app.services.auth_service.get_portfolio_repository_from_settings", return_value=repo), \
patch("app.core.auth.get_portfolio_repository_from_settings", return_value=repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=repo):
app = create_app(settings_factory=lambda: settings)
app.dependency_overrides[get_settings] = lambda: settings
client = TestClient(app)
issue_resp = client.post(
"/auth/service-tokens",
headers={"Authorization": "Bearer admin-token"},
json={"name": "bot-1", "username": "alice"},
)
assert issue_resp.status_code == 201
issue_body = issue_resp.json()
assert issue_body["runtime_id"] is not None
assert "token" in issue_body
user_info_resp = client.get(
"/v1/user_info",
headers=_service_token_header(issue_body["token"]),
)
assert user_info_resp.status_code == 200
user_info_body = user_info_resp.json()
assert user_info_body["runtime_id"] == issue_body["runtime_id"]
assert user_info_body["username"] == "alice"
def test_auth_issue_service_token_generates_distinct_runtime_ids_per_token(monkeypatch) -> None:
repo = _RuntimeIdRoundTripRepo()
settings = _make_settings(
db_enabled=True,
admin_tokens_raw="admin-token",
credential_encryption_key=_TEST_ENC_KEY,
)
with patch("app.services.auth_service.get_portfolio_repository_from_settings", return_value=repo):
app = create_app(settings_factory=lambda: settings)
app.dependency_overrides[get_settings] = lambda: settings
client = TestClient(app)
first = client.post(
"/auth/service-tokens",
headers={"Authorization": "Bearer admin-token"},
json={"name": "bot-1", "username": "alice"},
)
second = client.post(
"/auth/service-tokens",
headers={"Authorization": "Bearer admin-token"},
json={"name": "bot-2", "username": "alice"},
)
assert first.status_code == 201
assert second.status_code == 201
assert first.json()["runtime_id"] is not None
assert second.json()["runtime_id"] is not None
assert first.json()["runtime_id"] != second.json()["runtime_id"]
# ---------------------------------------------------------------------------
# GET /v1/assets
# ---------------------------------------------------------------------------
def _make_portfolio(portfolio_id: str = "p1") -> Portfolio:
return Portfolio(
portfolio_id=portfolio_id,
broker="kis",
status="enabled",
name="Test",
symbol="005930",
market="KRW",
tags=["tag1"],
cash_balance=1000.0,
asset_quantity=10.0,
price=50000.0,
profit_buffer=0.0,
active_strategy_id=None,
avabile_strategies=None,
owner_user_id="user-1",
managed_by_daemon_id="d-1",
)
def test_v1_assets_requires_service_token(monkeypatch) -> None:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "false")
settings = _make_settings(db_enabled=False)
client = _make_app(settings)
resp = client.get("/v1/assets")
assert resp.status_code == 401
def test_v1_assets_rejects_env_token() -> None:
from app.core.config import get_settings
settings = _make_settings(db_enabled=False, read_tokens_raw="env-token")
app = create_app(settings_factory=lambda: settings)
app.dependency_overrides[get_settings] = lambda: settings
client = TestClient(app)
resp = client.get("/v1/assets", headers=_service_token_header("env-token"))
assert resp.status_code == 403
def test_v1_assets_returns_asset_list(monkeypatch) -> None:
settings = _make_app_db(monkeypatch)
portfolio = _make_portfolio()
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-1", daemon_id="d-1"
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_portfolios_with_strategies.return_value = [portfolio]
mock_repo.get_strategy_set.return_value = None
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_assets.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/assets", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert body["total"] == 1
item = body["assets"][0]
assert item["asset_id"] == "p1"
assert item["market"] == "KRW"
assert item["broker_type"] == "kis"
assert item["cash"] == 1000.0
assert item["quantity"] == 10.0
assert item["strategy_params"] == {}
assert item["strategy_type"] is None
mock_repo.list_portfolios_with_strategies.assert_called_once_with(
owner_user_id="user-1",
include_disabled=False,
managed_by_daemon_id="d-1",
)
def test_v1_assets_status_filter(monkeypatch) -> None:
settings = _make_app_db(monkeypatch)
p_enabled = _make_portfolio("p1") # status="enabled"
p_active = Portfolio(
portfolio_id="p2", broker="kis", status="active", name="Active",
symbol="000660", market="KRW", cash_balance=0.0, asset_quantity=0.0,
price=0.0, profit_buffer=0.0,
)
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-1", daemon_id="d-1"
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_portfolios_with_strategies.return_value = [p_enabled, p_active]
mock_repo.get_strategy_set.return_value = None
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_assets.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/assets?status=active", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert body["total"] == 1
assert body["assets"][0]["asset_id"] == "p2"
def test_v1_assets_strategy_params(monkeypatch) -> None:
settings = _make_app_db(monkeypatch)
from app.domain.models import StrategySet
import datetime as _dt
ss = StrategySet(id="ss-1", name="strategy", config='{"buy_threshold": 0.05}', nick="s1",
created_at=_dt.datetime.now(_dt.timezone.utc))
p = Portfolio(
portfolio_id="p1", broker="kis", status="enabled", name="T", symbol="005930",
market="KRW", cash_balance=0.0, asset_quantity=0.0, price=0.0,
profit_buffer=0.0, active_strategy_id="ss-1",
)
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-1", daemon_id="d-1"
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_portfolios_with_strategies.return_value = [p]
mock_repo.get_strategy_set.return_value = ss
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_assets.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/assets", headers=_service_token_header())
assert resp.status_code == 200
assert resp.json()["assets"][0]["strategy_params"] == {"buy_threshold": 0.05}
assert resp.json()["assets"][0]["strategy_type"] == "strategy"
def test_v1_assets_strategy_params_fallback_on_error(monkeypatch) -> None:
"""strategy_set lookup failure → strategy_params == {}."""
settings = _make_app_db(monkeypatch)
p = Portfolio(
portfolio_id="p1", broker="kis", status="enabled", name="T", symbol="005930",
market="KRW", cash_balance=0.0, asset_quantity=0.0, price=0.0,
profit_buffer=0.0, active_strategy_id="ss-bad",
)
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-1", daemon_id="d-1"
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_portfolios_with_strategies.return_value = [p]
mock_repo.get_strategy_set.side_effect = RuntimeError("DB error")
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_assets.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/assets", headers=_service_token_header())
assert resp.status_code == 200
assert resp.json()["assets"][0]["strategy_params"] == {}
assert resp.json()["assets"][0]["strategy_type"] is None
# ---------------------------------------------------------------------------
# GET /v1/user_info
# ---------------------------------------------------------------------------
def test_v1_user_info_null_runtime_id_returns_200_with_null(monkeypatch) -> None:
settings = _make_app_db(monkeypatch)
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id=None, # no runtime_id
)
user = User(id="user-1", username="alice", permission="read", is_active=True)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
mock_repo.list_broker_credentials.return_value = []
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
assert resp.json()["runtime_id"] is None
def test_v1_user_info_returns_user(monkeypatch) -> None:
settings = _make_app_db(monkeypatch)
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-abc"
)
user = User(
id="user-1", username="alice", email="alice@example.com",
permission="read", is_active=True,
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
mock_repo.list_broker_credentials.return_value = []
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert body["runtime_id"] == "rt-abc"
assert body["username"] == "alice"
assert body["trading_enabled"] is True
assert body["disabled_reason"] is None
assert body["brokers"] == []
def test_v1_user_info_inactive_user_has_disabled_reason(monkeypatch) -> None:
settings = _make_app_db(monkeypatch)
principal = TokenPrincipal(
token_id="t1", user_id="user-2", permission="read",
token_type="service", runtime_id="rt-xyz"
)
user = User(
id="user-2", username="bob", email=None,
permission="read", is_active=False,
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
mock_repo.list_broker_credentials.return_value = []
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert body["trading_enabled"] is False
assert body["disabled_reason"] == "account_inactive"
def test_v1_user_info_returns_decrypted_broker_credentials(monkeypatch) -> None:
"""REQ-007 AC5: brokers[]에 복호화된 credential_payload 반환."""
from app.core.encryption import encrypt_payload
import json as _json
settings = _make_app_db(monkeypatch)
plain = _json.dumps({"app_key": "mykey", "app_secret": "mysecret"})
encrypted = encrypt_payload(_TEST_ENC_KEY, plain)
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-abc"
)
user = User(id="user-1", username="alice", permission="read", is_active=True)
cred = BrokerCredential(
user_id="user-1", broker="kis", account_ref="12345678",
encrypted_payload=encrypted, credential_version=1,
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
mock_repo.list_broker_credentials.return_value = [cred]
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
settings = _make_settings(credential_encryption_key=_TEST_ENC_KEY)
from app.core.config import get_settings as _gs
app_instance = create_app(settings_factory=lambda: settings)
app_instance.dependency_overrides[_gs] = lambda: settings
client = TestClient(app_instance)
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert len(body["brokers"]) == 1
broker = body["brokers"][0]
assert broker["broker"] == "kis"
assert broker["credential_payload"] == {"app_key": "mykey", "app_secret": "mysecret"}
# ---------------------------------------------------------------------------
# POST /v1/assets/{asset_id}/ledger/trades
# ---------------------------------------------------------------------------
def _trade_payload(**overrides) -> dict:
base = {
"order_id": "ord-001",
"execution_id": "exec-001",
"side": "buy",
"quantity": "10.5",
"price": "50000",
"fee_amount": "100",
"tax_amount": "0",
"executed_at": "2026-05-01T10:00:00+09:00",
}
base.update(overrides)
return base
def _make_ledger_trade(**kwargs) -> LedgerTrade:
defaults = dict(
ledger_entry_id=1,
asset_id="005930",
order_id="ord-001",
execution_id="exec-001",
side="buy",
quantity=10.5,
price=50000.0,
fee_amount=100.0,
tax_amount=0.0,
executed_at=datetime(2026, 5, 1, 1, 0, 0, tzinfo=timezone.utc),
recorded_at=datetime(2026, 5, 1, 1, 0, 0, tzinfo=timezone.utc),
)
defaults.update(kwargs)
return LedgerTrade(**defaults)
def _make_ledger_principal() -> TokenPrincipal:
return TokenPrincipal(
token_id="t1", user_id="user-1", permission="trade-write",
token_type="service", runtime_id="rt-1", daemon_id="d-1"
)
def _make_mock_repo_for_ledger(monkeypatch, trade: LedgerTrade, created: bool, found: bool = True) -> MagicMock:
settings = _make_app_db(monkeypatch)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = _make_ledger_principal()
if found:
mock_portfolio = MagicMock()
mock_portfolio.managed_by_daemon_id = "d-1"
mock_repo.get.return_value = mock_portfolio
else:
mock_repo.get.side_effect = Exception("not found")
mock_repo.insert_ledger_trade.return_value = (trade, created)
return mock_repo
def test_v1_ledger_trade_created(monkeypatch) -> None:
trade = _make_ledger_trade()
mock_repo = _make_mock_repo_for_ledger(monkeypatch, trade, created=True)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.post(
"/v1/assets/005930/ledger/trades",
json=_trade_payload(),
headers=_service_token_header(),
)
assert resp.status_code == 201
body = resp.json()
assert body["status"] == "new"
assert body["asset_id"] == "005930"
def test_v1_ledger_trade_idempotent_same_payload(monkeypatch) -> None:
"""Duplicate with same payload → HTTP 200 + status='duplicate'."""
trade = _make_ledger_trade()
mock_repo = _make_mock_repo_for_ledger(monkeypatch, trade, created=False)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.post(
"/v1/assets/005930/ledger/trades",
json=_trade_payload(), # same payload
headers=_service_token_header(),
)
assert resp.status_code == 200
body = resp.json()
assert body["status"] == "duplicate"
def test_v1_ledger_trade_conflict_different_payload(monkeypatch) -> None:
"""Duplicate key with different payload → HTTP 409."""
trade = _make_ledger_trade() # side=buy, quantity=10.5
mock_repo = _make_mock_repo_for_ledger(monkeypatch, trade, created=False)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.post(
"/v1/assets/005930/ledger/trades",
json=_trade_payload(quantity="99.0"), # different quantity → conflict
headers=_service_token_header(),
)
assert resp.status_code == 409
def test_v1_ledger_trade_asset_not_found(monkeypatch) -> None:
"""Non-existent asset_id → HTTP 404."""
trade = _make_ledger_trade()
mock_repo = _make_mock_repo_for_ledger(monkeypatch, trade, created=True, found=False)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.post(
"/v1/assets/nonexistent/ledger/trades",
json=_trade_payload(),
headers=_service_token_header(),
)
assert resp.status_code == 404
def test_v1_ledger_trade_requires_trade_write_permission(monkeypatch) -> None:
"""Read-only service token must be rejected before asset lookup."""
_make_app_db(monkeypatch)
principal = TokenPrincipal(
token_id="t1",
user_id="user-1",
permission="read",
token_type="service",
runtime_id="rt-1",
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app(_make_settings(credential_encryption_key=_TEST_ENC_KEY))
resp = client.post(
"/v1/assets/005930/ledger/trades",
json=_trade_payload(),
headers=_service_token_header(),
)
assert resp.status_code == 403
assert resp.json()["detail"] == "Insufficient permission"
mock_repo.get.assert_not_called()
mock_repo.insert_ledger_trade.assert_not_called()
# ---------------------------------------------------------------------------
# REQ-010: startup validation
# ---------------------------------------------------------------------------
def test_startup_fails_when_encryption_key_missing() -> None:
"""B-10: Settings.db_enabled=True + no key → lifespan raises RuntimeError."""
import pytest
settings = _make_settings(db_enabled=True, credential_encryption_key="")
with pytest.raises(RuntimeError, match="CREDENTIAL_ENCRYPTION_KEY"):
with TestClient(create_app(settings_factory=lambda: settings)):
pass # lifespan should raise before this
def test_startup_ok_when_encryption_key_present() -> None:
"""B-10 AC1: valid key → app starts normally."""
settings = _make_settings(db_enabled=False, credential_encryption_key=_TEST_ENC_KEY)
with TestClient(create_app(settings_factory=lambda: settings)) as client:
resp = client.get("/health")
assert resp.status_code == 200
# ---------------------------------------------------------------------------
# REQ-010: encrypt/decrypt round-trip (B-11 evidence)
# ---------------------------------------------------------------------------
def test_encrypt_decrypt_roundtrip() -> None:
"""Fernet encrypt→upsert→decrypt round-trip works for credential payload."""
import json as _json
from app.core.encryption import encrypt_payload, decrypt_payload
plain = _json.dumps({"app_key": "mykey", "app_secret": "mysecret"})
ciphertext = encrypt_payload(_TEST_ENC_KEY, plain)
# ciphertext is not plaintext
assert ciphertext != plain
assert "mykey" not in ciphertext
# roundtrip
recovered = decrypt_payload(_TEST_ENC_KEY, ciphertext)
assert _json.loads(recovered) == {"app_key": "mykey", "app_secret": "mysecret"}
# ---------------------------------------------------------------------------
# Helpers
# ---------------------------------------------------------------------------
def _make_settings(**kwargs) -> Settings:
return Settings(
allowed_origins_raw="http://localhost:3000",
**kwargs,
)
def _make_app(settings: Settings | None = None) -> TestClient:
get_settings.cache_clear()
s = settings or _make_settings()
app = create_app(settings_factory=lambda: s)
app.dependency_overrides[get_settings] = lambda: s
return TestClient(app)
def _service_token_header(token: str = "svc-token") -> dict[str, str]:
return {"Authorization": f"Bearer {token}"}
# ---------------------------------------------------------------------------
# GET /health
# ---------------------------------------------------------------------------
def test_health_returns_full_response() -> None:
client = _make_app()
resp = client.get("/health")
assert resp.status_code == 200
body = resp.json()
assert body["status"] == "ok"
assert body["service"] == "portfolio-hub"
assert "version" in body
assert "checked_at" in body
# checked_at should contain KST offset (+09:00)
assert "+09:00" in body["checked_at"]
# ---------------------------------------------------------------------------
# GET /v1/assets
# ---------------------------------------------------------------------------
def _make_portfolio(portfolio_id: str = "p1") -> Portfolio:
return Portfolio(
portfolio_id=portfolio_id,
broker="kis",
status="enabled",
name="Test",
symbol="005930",
market="KRW",
tags=["tag1"],
cash_balance=1000.0,
asset_quantity=10.0,
price=50000.0,
profit_buffer=0.0,
active_strategy_id=None,
avabile_strategies=None,
owner_user_id="user-1",
managed_by_daemon_id="d-1",
)
def test_v1_assets_requires_service_token(monkeypatch) -> None:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "false")
settings = _make_settings(db_enabled=False)
client = _make_app(settings)
resp = client.get("/v1/assets")
assert resp.status_code == 401
def test_v1_assets_rejects_env_token() -> None:
from app.core.config import get_settings
settings = _make_settings(db_enabled=False, read_tokens_raw="env-token")
app = create_app(settings_factory=lambda: settings)
app.dependency_overrides[get_settings] = lambda: settings
client = TestClient(app)
resp = client.get("/v1/assets", headers=_service_token_header("env-token"))
assert resp.status_code == 403
def test_v1_assets_returns_asset_list(monkeypatch) -> None:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
portfolio = _make_portfolio()
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-1", daemon_id="d-1"
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_portfolios_with_strategies.return_value = [portfolio]
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_assets.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app()
resp = client.get("/v1/assets", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert body["total"] == 1
assert body["assets"][0]["asset_id"] == "p1"
assert body["assets"][0]["market"] == "KRW"
# ---------------------------------------------------------------------------
# GET /v1/user_info
# ---------------------------------------------------------------------------
def test_v1_user_info_null_runtime_id_returns_200_with_null(monkeypatch) -> None:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id=None, # no runtime_id
)
user = User(id="user-1", username="alice", permission="read", is_active=True)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
mock_repo.list_broker_credentials.return_value = []
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app()
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
assert resp.json()["runtime_id"] is None
def test_v1_user_info_returns_user(monkeypatch) -> None:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
principal = TokenPrincipal(
token_id="t1", user_id="user-1", permission="read",
token_type="service", runtime_id="rt-abc"
)
user = User(
id="user-1", username="alice", email="alice@example.com",
permission="read", is_active=True,
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app()
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
body = resp.json()
assert body["runtime_id"] == "rt-abc"
assert body["username"] == "alice"
assert body["disabled_reason"] is None
def test_v1_user_info_inactive_user_has_disabled_reason(monkeypatch) -> None:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
principal = TokenPrincipal(
token_id="t1", user_id="user-2", permission="read",
token_type="service", runtime_id="rt-xyz"
)
user = User(
id="user-2", username="bob", email=None,
permission="read", is_active=False,
)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get_user.return_value = user
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
client = _make_app()
resp = client.get("/v1/user_info", headers=_service_token_header())
assert resp.status_code == 200
assert resp.json()["disabled_reason"] == "account_inactive"
# ---------------------------------------------------------------------------
# POST /v1/assets/{asset_id}/ledger/trades
# ---------------------------------------------------------------------------
def _trade_payload(**overrides) -> dict:
base = {
"order_id": "ord-001",
"execution_id": "exec-001",
"side": "buy",
"quantity": "10.5",
"price": "50000",
"fee_amount": "100",
"tax_amount": "0",
"executed_at": "2026-05-01T10:00:00+09:00",
}
base.update(overrides)
return base
def _make_ledger_trade(**kwargs) -> LedgerTrade:
defaults = dict(
ledger_entry_id=1,
asset_id="005930",
order_id="ord-001",
execution_id="exec-001",
side="buy",
quantity=10.5,
price=50000.0,
fee_amount=100.0,
tax_amount=0.0,
executed_at=datetime(2026, 5, 1, 1, 0, 0, tzinfo=timezone.utc),
recorded_at=datetime(2026, 5, 1, 1, 0, 0, tzinfo=timezone.utc),
)
defaults.update(kwargs)
return LedgerTrade(**defaults)