Files
portfolio-hub/migrations/versions/20260519_0017_create_assets_table.py
T
genichin e2226e28b6 feat: implement asset catalog database foundation (BAT-001, REQ-009/011/014)
Asset Catalog Model Implementation (BAT-001):
- Introduce assets table with UUID PK, symbol UNIQUE, markets TEXT[] array
- Define MarketCode enum (KRX, NXT, SOR, NASDAQ, NYSE, UPBIT, BITHUMB)
- Add Asset domain model with catalog properties
- Implement asset CRUD protocols in portfolio_repository
- Add PostgreSQL asset CRUD operations with GIN index on markets

Portfolio Model Refactoring (REQ-011):
- Add portfolios.asset_id UUID FK to assets(asset_id) ON DELETE RESTRICT
- Remove portfolios.symbol and portfolios.market columns
- Update Portfolio domain model to reference asset_id instead of symbol/market
- Refactor all portfolio queries to JOIN assets catalog
- Update all repository methods to use asset references

Data Migration (REQ-014):
- Create 20260519_0017 Alembic revision for assets table creation
- Create 20260519_0018 Alembic revision for atomic data migration:
  * Extract unique symbol combinations from portfolios
  * Aggregate markets using ARRAY_AGG(DISTINCT market)
  * Populate assets catalog with extracted data
  * Update portfolios.asset_id to reference new assets
  * Remove legacy symbol/market columns in single transaction
- Implement migration with rollback support

Requirements Approved (REQ-001~008):
- REQ-001~008 transitioned from Proposed to Approved
- Complete tag model requirement set with implementation readiness

New Requirements Approved (REQ-009~015):
- REQ-009: assets table schema (approved, included in BAT-001)
- REQ-010: admin asset catalog CRUD (approved, future BAT-002)
- REQ-011: portfolios asset_id FK (approved, included in BAT-001)
- REQ-012: portfolio create catalog validation (approved, future BAT-002)
- REQ-013: GET /v1/assets token branching (approved, future BAT-002)
- REQ-014: portfolios data migration (approved, included in BAT-001)
- REQ-015: asset catalog baseline docs (approved)

Code Changes:
- app/domain/models.py: Add Asset model, MarketCode enum, Portfolio asset_id FK
- app/repositories/portfolio_repository.py: Define asset CRUD protocol
- app/repositories/postgres.py: Implement asset operations with full CRUD
- app/api/v1_assets.py: Remove symbol/market direct references
- app/cli/commands/portfolio.py: Update portfolio commands for asset references
- app/schemas/portfolio.py: Update portfolio schema with asset_id
- All portfolio operations throughout codebase: Use asset references

Testing:
- Add test_asset_catalog.py for asset CRUD operations
- Verify REQ-009 AC-1~5 (asset catalog creation, lookup, uniqueness)
- Verify REQ-011 AC-1~5 (FK constraint, portfolio asset reference)
- Verify REQ-014 AC-1~6 (migration atomicity, data correctness, rollback)
- Update existing tests for asset model usage

Documentation:
- Create BAT-001 batch documents (planning, design, implementation, verification)
- Update dcy-001 with implementation details and confirmed architecture
- Add 8 new requirement documents (REQ-009~015)
- Update docs/discovery/index.md with batch entry

Impact:
- Database: assets catalog table, portfolios refactored to reference assets
- Migration: 2 new Alembic revisions (0017 assets, 0018 portfolio migration)
- API: Symbol/market now accessed through asset references
- CLI: Portfolio commands require asset reference pattern
- All existing portfolio data preserved and correctly migrated
2026-05-19 15:59:20 +00:00

64 lines
2.2 KiB
Python

"""Create assets catalog table (REQ-009)
Revision ID: 20260519_0017
Revises: 20260513_0016
Create Date: 2026-05-19 00:00:00
"""
from __future__ import annotations
import sqlalchemy as sa
from alembic import op
from sqlalchemy import inspect
revision = "20260519_0017"
down_revision = "20260513_0016"
branch_labels = None
depends_on = None
def _table_exists(inspector: sa.engine.Inspector, table_name: str) -> bool:
return table_name in inspector.get_table_names()
def _index_exists(inspector: sa.engine.Inspector, table_name: str, index_name: str) -> bool:
return any(idx["name"] == index_name for idx in inspector.get_indexes(table_name))
def upgrade() -> None:
bind = op.get_bind()
inspector = inspect(bind)
if not _table_exists(inspector, "assets"):
op.create_table(
"assets",
sa.Column("asset_id", sa.UUID(), nullable=False, server_default=sa.text("gen_random_uuid()")),
sa.Column("symbol", sa.Text(), nullable=False),
sa.Column("markets", sa.ARRAY(sa.Text()), nullable=False, server_default=sa.text("ARRAY[]::text[]")),
sa.Column("display_name", sa.Text(), nullable=True),
sa.Column("status", sa.Text(), nullable=False, server_default=sa.text("'active'")),
sa.Column("created_at", sa.TIMESTAMP(timezone=True), nullable=False, server_default=sa.text("NOW()")),
sa.Column("updated_at", sa.TIMESTAMP(timezone=True), nullable=False, server_default=sa.text("NOW()")),
sa.PrimaryKeyConstraint("asset_id"),
sa.UniqueConstraint("symbol", name="uq_assets_symbol"),
)
if _table_exists(inspector, "assets") and not _index_exists(inspector, "assets", "idx_assets_markets_gin"):
op.create_index(
"idx_assets_markets_gin",
"assets",
["markets"],
postgresql_using="gin",
)
def downgrade() -> None:
bind = op.get_bind()
inspector = inspect(bind)
if _table_exists(inspector, "assets") and _index_exists(inspector, "assets", "idx_assets_markets_gin"):
op.drop_index("idx_assets_markets_gin", table_name="assets")
if _table_exists(inspector, "assets"):
op.drop_table("assets")