Files
portfolio-hub/tests/test_daemon_assignment.py
T
genichin 996127f215 Preserve ledger venue provenance (#39)
* feat: preserve ledger venue provenance

* fix: satisfy ledger test lint ratchet

* fix: advance image migration inventory
2026-09-19 19:30:32 +09:00

249 lines
10 KiB
Python

"""Tests for daemon assignment authorization on v1 endpoints (REQ-006, REQ-007, REQ-008)."""
from __future__ import annotations
from datetime import datetime, timezone
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 Portfolio, TokenPrincipal, User
from app.main import create_app
def _make_settings(**kwargs) -> Settings:
return Settings(allowed_origins_raw="http://localhost:3000", **kwargs)
def _svc_header(token: str = "svc-token") -> dict[str, str]:
return {"Authorization": f"Bearer {token}"}
def _app_with_db(monkeypatch) -> TestClient:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
get_settings.cache_clear()
s = _make_settings()
app = create_app(settings_factory=lambda: s)
app.dependency_overrides[get_settings] = lambda: s
return TestClient(app)
def _principal(daemon_id: str | None = "d-1") -> TokenPrincipal:
return TokenPrincipal(
token_id="t1", user_id="user-1", permission="trade-write",
token_type="service", runtime_id="rt-1", daemon_id=daemon_id,
)
def _portfolio_with_daemon(daemon_id: str | None = "d-1") -> MagicMock:
p = MagicMock(spec=Portfolio)
p.managed_by_daemon_id = daemon_id
p.portfolio_id = "asset-1"
p.status = "enabled"
return p
def _ledger_trade_payload() -> dict:
return {
"order_id": "ord-1",
"execution_id": "exec-1",
"side": "buy",
"quantity": "10",
"price": "50000",
"fee_amount": "0",
"tax_amount": "0",
"executed_at": "2026-05-13T10:00:00+09:00",
}
# ---------------------------------------------------------------------------
# REQ-010 CHG-20260521-02: GET /v1/assets admin catalog — service token rejected
# (daemon-scoped portfolio list moved to GET /v1/portfolios)
# ---------------------------------------------------------------------------
def test_assets_200_when_token_has_no_daemon_id(monkeypatch) -> None:
"""REQ-044: GET /v1/assets now requires only read — trade-write service token (no daemon_id) gets 200."""
client = _app_with_db(monkeypatch)
principal = _principal(daemon_id=None)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_assets.return_value = []
mock_repo.get_tags_by_ids.return_value = {}
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):
resp = client.get("/v1/assets", headers=_svc_header())
assert resp.status_code == 200
assert resp.json()["total"] == 0
def test_assets_200_with_daemon_scoped_filter(monkeypatch) -> None:
"""REQ-044: GET /v1/assets now requires only read — trade-write service token with daemon_id also gets 200."""
client = _app_with_db(monkeypatch)
principal = _principal(daemon_id="d-1")
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.list_assets.return_value = []
mock_repo.get_tags_by_ids.return_value = {}
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):
resp = client.get("/v1/assets", headers=_svc_header())
assert resp.status_code == 200
assert resp.json()["total"] == 0
# ---------------------------------------------------------------------------
# REQ-007: GET /v1/user_info daemon_id field + NULL diagnostic
# ---------------------------------------------------------------------------
def test_user_info_returns_daemon_id_in_response(monkeypatch) -> None:
client = _app_with_db(monkeypatch)
principal = _principal(daemon_id="d-1")
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):
resp = client.get("/v1/user_info", headers=_svc_header())
assert resp.status_code == 200
assert resp.json()["daemon_id"] == "d-1"
def test_user_info_null_daemon_id_returns_403(monkeypatch) -> None:
"""REQ-049 AC-3: daemon_id=None service token → 403 Forbidden (BAT-020 정책 변경)."""
client = _app_with_db(monkeypatch)
principal = _principal(daemon_id=None)
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):
resp = client.get("/v1/user_info", headers=_svc_header())
# REQ-049: daemon_id 없는 service token은 user_info 403 (daemon-scoped 인가)
assert resp.status_code == 403
# ---------------------------------------------------------------------------
# REQ-008/029: POST /v1/portfolios/{portfolio_id}/ledger/trades daemon assignment authorization
# ---------------------------------------------------------------------------
def _setup_ledger_mocks(monkeypatch, principal: TokenPrincipal, portfolio: MagicMock, trade: MagicMock) -> tuple[MagicMock, TestClient]:
monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
monkeypatch.setenv("CREDENTIAL_ENCRYPTION_KEY", "AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA=")
get_settings.cache_clear()
s = _make_settings(credential_encryption_key="AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA=")
app = create_app(settings_factory=lambda: s)
app.dependency_overrides[get_settings] = lambda: s
client = TestClient(app)
mock_repo = MagicMock()
mock_repo.get_token_principal.return_value = principal
mock_repo.get.return_value = portfolio
mock_repo.insert_ledger_trade.return_value = (trade, True)
return mock_repo, client
def test_ledger_trade_403_when_token_has_no_daemon_id(monkeypatch) -> None:
from app.domain.models import LedgerEntry
principal = _principal(daemon_id=None)
portfolio = _portfolio_with_daemon(daemon_id="d-1")
trade = MagicMock(spec=LedgerEntry)
mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_portfolios.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/portfolios/asset-1/ledger/trades",
json=_ledger_trade_payload(),
headers=_svc_header(),
)
assert resp.status_code == 403
assert "daemon_id" in resp.json()["detail"]
def test_ledger_trade_403_when_asset_has_no_daemon_assignment(monkeypatch) -> None:
from app.domain.models import LedgerEntry
principal = _principal(daemon_id="d-1")
portfolio = _portfolio_with_daemon(daemon_id=None)
trade = MagicMock(spec=LedgerEntry)
mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_portfolios.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/portfolios/asset-1/ledger/trades",
json=_ledger_trade_payload(),
headers=_svc_header(),
)
assert resp.status_code == 403
assert "not assigned" in resp.json()["detail"]
def test_ledger_trade_403_when_daemon_mismatch(monkeypatch) -> None:
from app.domain.models import LedgerEntry
principal = _principal(daemon_id="d-1")
portfolio = _portfolio_with_daemon(daemon_id="d-2")
trade = MagicMock(spec=LedgerEntry)
mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_portfolios.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/portfolios/asset-1/ledger/trades",
json=_ledger_trade_payload(),
headers=_svc_header(),
)
assert resp.status_code == 403
assert "mismatch" in resp.json()["detail"].lower() or "daemon" in resp.json()["detail"].lower()
def test_ledger_trade_201_when_daemon_matches(monkeypatch) -> None:
from app.domain.models import LedgerEntry
principal = _principal(daemon_id="d-1")
portfolio = _portfolio_with_daemon(daemon_id="d-1")
trade = MagicMock()
trade.ledger_entry_id = 1
trade.portfolio_id = "asset-1"
trade.order_id = "ord-1"
trade.execution_id = "exec-1"
trade.side = "buy"
trade.quantity = 10.0
trade.price = 50000.0
trade.fee_amount = 0.0
trade.tax_amount = 0.0
trade.execution_venue = None
trade.order_venue = None
trade.executed_at = datetime(2026, 5, 13, 1, 0, 0, tzinfo=timezone.utc)
trade.recorded_at = datetime(2026, 5, 13, 1, 0, 0, tzinfo=timezone.utc)
mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
patch("app.api.v1_portfolios.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/portfolios/asset-1/ledger/trades",
json=_ledger_trade_payload(),
headers=_svc_header(),
)
assert resp.status_code == 201
assert resp.json()["status"] == "new"