genichin
6e02d92282
- Add acceptance criteria documentation (AC-0013 through AC-0023) - Add Line-0003 discovery documentation - Implement Strategy Catalog v1 with new database migration - Update portfolio API endpoints and schemas - Refactor strategy and portfolio services - Add strategy management CLI commands - Update domain models with strategy catalog support - Add comprehensive tests for v1 strategies - Update design documentation (data model, interfaces, runtime flows)
625 lines
21 KiB
Python
625 lines
21 KiB
Python
"""Tests for BAT-006: portfolio UUID migration and name+user identification."""
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from __future__ import annotations
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import json
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import uuid
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from datetime import datetime, timezone
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from typer.testing import CliRunner
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from app.cli.main import create_app
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from app.core.config import Settings
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from app.domain.models import Asset, LedgerEntry, Portfolio, PortfolioComment, PortfolioTag, StrategySet, User
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class FakeRepo:
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def __init__(self) -> None:
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self._portfolios: list[Portfolio] = []
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self._users: dict[str, User] = {}
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self._user_seq = 1
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self._strategy_set = StrategySet(id="set-1", name="target_value", config="{}", nick="target_value:abc")
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self._strategy_sets: dict[str, StrategySet] = {self._strategy_set.id: self._strategy_set}
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self._entries: list[LedgerEntry] = []
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self._comments: dict[str, PortfolioComment] = {}
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self._tags: dict[str, PortfolioTag] = {}
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self.closed = False
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def close(self) -> None:
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self.closed = True
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def ensure_schema(self) -> None:
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return None
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def ping(self) -> None:
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return None
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def create_user(
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self,
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username: str,
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*,
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email: str | None = None,
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password_hash: str | None = None,
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permission: str = "read",
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is_active: bool = True,
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) -> User:
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now = datetime.now(timezone.utc)
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user = User(
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id=f"user-{self._user_seq}",
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username=username,
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email=email,
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permission=permission,
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is_active=is_active,
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password_hash=password_hash,
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created_at=now,
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updated_at=now,
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)
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self._user_seq += 1
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self._users[user.id] = user
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return user
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def get_user(self, user_id: str) -> User:
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user = self._users.get(user_id)
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if user is None:
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raise ValueError("사용자를 찾을 수 없습니다")
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return user
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def get_user_by_username(self, username: str) -> User | None:
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return next((u for u in self._users.values() if u.username == username), None)
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def list_users(self) -> list[User]:
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return list(self._users.values())
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def create_portfolio(
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self,
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portfolio_id: str,
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*,
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name: str,
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owner_user_id: str,
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broker: str,
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status: str,
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asset_id: str,
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cash_balance: float,
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asset_quantity: float,
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asset_price: float,
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profit_buffer: float,
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active_strategy_id: str | None,
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avabile_strategies: list[str] | None,
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) -> Portfolio:
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if any(
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p.owner_user_id == owner_user_id and p.name == name
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for p in self._portfolios
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):
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raise ValueError(f"이미 사용 중인 이름입니다: {name}")
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portfolio = Portfolio(
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portfolio_id=portfolio_id,
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broker=broker,
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status=status,
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name=name,
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symbol=asset_id,
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asset_id=asset_id,
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owner_user_id=owner_user_id,
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cash_balance=cash_balance,
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asset_quantity=asset_quantity,
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price=asset_price,
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profit_buffer=profit_buffer,
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active_strategy_id=active_strategy_id,
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avabile_strategies=avabile_strategies,
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)
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self._portfolios.append(portfolio)
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return portfolio
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def get_asset_by_id(self, asset_id: str):
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return Asset(asset_id=asset_id, symbol="TEST", markets=[], status="active")
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def get_asset_by_symbol(self, symbol: str):
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return Asset(asset_id=_TEST_ASSET_ID, symbol=symbol, markets=[], status="active")
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def list_assets(self):
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return []
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def insert_asset(self, *, symbol: str, markets, display_name=None, status: str = "active"):
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return None
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def update_asset(self, asset_id: str, **kwargs):
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return None
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def get_portfolio_by_name_and_user(self, owner_user_id: str, name: str) -> Portfolio | None:
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return next(
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(p for p in self._portfolios if p.owner_user_id == owner_user_id and p.name == name),
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None,
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)
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def get(self, portfolio_id: str) -> Portfolio:
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portfolio = next((p for p in self._portfolios if p.portfolio_id == portfolio_id), None)
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if portfolio is None:
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raise ValueError("포트폴리오를 찾을 수 없습니다")
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return portfolio
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def get_or_create(
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self,
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portfolio_id: str,
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symbol: str,
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*,
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name: str | None = None,
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broker: str = "kis",
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status: str = "enabled",
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active_strategy_id: str | None = None,
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avabile_strategies: list[str] | None = None,
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owner_user_id: str | None = None,
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initial_cash: float = 0.0,
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) -> Portfolio:
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existing = next((p for p in self._portfolios if p.portfolio_id == portfolio_id), None)
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if existing:
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return existing
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portfolio = Portfolio(
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portfolio_id=portfolio_id,
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broker=broker,
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status=status,
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name=name or symbol,
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symbol=symbol,
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owner_user_id=owner_user_id,
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cash_balance=initial_cash,
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active_strategy_id=active_strategy_id,
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avabile_strategies=avabile_strategies,
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)
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self._portfolios.append(portfolio)
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return portfolio
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def update_portfolio(self, portfolio_id: str, **fields: object) -> Portfolio:
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portfolio = self.get(portfolio_id)
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for key, value in fields.items():
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if value is not None:
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setattr(portfolio, key, value)
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return portfolio
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def list_portfolios(
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self,
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*,
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broker: str | None = None,
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status: str | None = None,
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owner_user_id: str | None = None,
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include_tags: list[str] | None = None,
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exclude_tags: list[str] | None = None,
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match_mode: str | None = None,
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) -> list[Portfolio]:
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results = self._portfolios
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if broker is not None:
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results = [p for p in results if p.broker == broker]
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if status is not None:
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results = [p for p in results if p.status == status]
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if owner_user_id is not None:
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results = [p for p in results if p.owner_user_id == owner_user_id]
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return results
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def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet:
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s = StrategySet(id="set-1", name=name, config=config, nick=f"{name}:abc")
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self._strategy_set = s
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self._strategy_sets[s.id] = s
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return s
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def get_strategy_set(self, id: str) -> StrategySet | None:
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return self._strategy_sets.get(id)
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def list_strategy_sets(self, *, include_inactive: bool = True) -> list[StrategySet]:
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return list(self._strategy_sets.values())
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def delete_strategy_set(self, id: str) -> None:
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self._strategy_sets.pop(id, None)
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def save(
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self,
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portfolio: Portfolio,
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*,
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current_price: float,
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action: str,
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trade_price: float,
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quantity: float,
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fee_amount: float,
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tax_amount: float,
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total_value_after: float,
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strategy_set_id: str = "manual",
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note: str = "",
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) -> None:
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idx = next((i for i, p in enumerate(self._portfolios) if p.portfolio_id == portfolio.portfolio_id), None)
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if idx is not None:
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self._portfolios[idx] = portfolio
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self._entries.insert(
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0,
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LedgerEntry(
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portfolio_id=portfolio.portfolio_id,
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recorded_at=datetime.now(timezone.utc),
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action=action,
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price=trade_price,
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quantity=quantity,
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fee_amount=fee_amount,
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tax_amount=tax_amount,
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cash_balance_after=portfolio.cash_balance,
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asset_quantity_after=portfolio.asset_quantity,
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total_value_after=total_value_after,
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profit_buffer_after=portfolio.profit_buffer,
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strategy_set_id=strategy_set_id,
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note=note,
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),
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)
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def list_recent_trades(self, portfolio_id: str, limit: int = 5) -> list[LedgerEntry]:
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return [e for e in self._entries if e.portfolio_id == portfolio_id][:limit]
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def reset(self, portfolio_id: str) -> Portfolio:
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portfolio = self.get(portfolio_id)
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portfolio.cash_balance = 0.0
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portfolio.asset_quantity = 0.0
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portfolio.price = 0.0
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portfolio.profit_buffer = 0.0
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return portfolio
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def adjust_buffer(self, portfolio_id: str, amount: float, action: str, note: str = "") -> Portfolio:
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portfolio = self.get(portfolio_id)
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if action == "INVEST":
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portfolio.profit_buffer += amount
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else:
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portfolio.profit_buffer -= amount
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return portfolio
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def transfer_buffer(self, portfolio_id: str, amount: float, direction: str, note: str = "") -> Portfolio:
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portfolio = self.get(portfolio_id)
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if direction == "to-buffer":
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portfolio.cash_balance -= amount
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portfolio.profit_buffer += amount
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else:
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portfolio.cash_balance += amount
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portfolio.profit_buffer -= amount
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return portfolio
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def delete(self, portfolio_id: str, *, clear_ledger: bool = True) -> None:
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self._portfolios = [p for p in self._portfolios if p.portfolio_id != portfolio_id]
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if clear_ledger:
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self._entries = [e for e in self._entries if e.portfolio_id != portfolio_id]
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def add_tag(self, portfolio_id: str, *, tag: str) -> PortfolioTag:
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key = f"{portfolio_id}:{tag}"
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if key in self._tags:
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raise ValueError(f"이미 연결된 태그입니다: {tag}")
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item = PortfolioTag(portfolio_id=portfolio_id, tag=tag, created_at=datetime.now(timezone.utc))
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self._tags[key] = item
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return item
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def list_tags(self, portfolio_id: str) -> list[PortfolioTag]:
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return [t for t in self._tags.values() if t.portfolio_id == portfolio_id]
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def remove_tag(self, portfolio_id: str, *, tag: str) -> None:
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key = f"{portfolio_id}:{tag}"
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if key not in self._tags:
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raise ValueError("태그를 찾을 수 없습니다")
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del self._tags[key]
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def create_comment(self, portfolio_id: str, *, content: str) -> PortfolioComment:
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self.get(portfolio_id)
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now = datetime.now(timezone.utc)
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comment = PortfolioComment(
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id=str(uuid.uuid4()),
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portfolio_id=portfolio_id,
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content=content,
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created_at=now,
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updated_at=now,
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)
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self._comments[comment.id] = comment
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return comment
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def list_comments(self, portfolio_id: str) -> list[PortfolioComment]:
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self.get(portfolio_id)
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return [c for c in self._comments.values() if c.portfolio_id == portfolio_id]
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def update_comment(self, portfolio_id: str, comment_id: str, *, content: str) -> PortfolioComment:
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self.get(portfolio_id)
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comment = self._comments.get(comment_id)
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if comment is None:
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raise ValueError("댓글을 찾을 수 없습니다")
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comment.content = content
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comment.updated_at = datetime.now(timezone.utc)
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return comment
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def delete_comment(self, portfolio_id: str, comment_id: str) -> None:
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self.get(portfolio_id)
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if comment_id not in self._comments:
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raise ValueError("댓글을 찾을 수 없습니다")
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del self._comments[comment_id]
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_TEST_ASSET_ID = "00000000-0000-0000-0000-000000000001"
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def _settings() -> Settings:
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return Settings(db_enabled=True, allowed_origins_raw="http://localhost:3000")
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def build_runner(repo: FakeRepo) -> CliRunner:
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app = create_app(settings_factory=_settings, repository_factory=lambda settings: repo)
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runner = CliRunner()
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runner.app = app
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return runner
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# --- REQ-016: portfolio_id is a server-generated UUID ---
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def test_create_portfolio_assigns_uuid_id() -> None:
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repo = FakeRepo()
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alice = repo.create_user("alice", permission="read")
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "create", "SAMSUNG", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
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)
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assert result.exit_code == 0, result.output
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assert len(repo._portfolios) == 1
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portfolio = repo._portfolios[0]
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assert portfolio.name == "SAMSUNG"
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assert portfolio.owner_user_id == alice.id
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try:
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uuid.UUID(portfolio.portfolio_id)
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except ValueError:
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raise AssertionError(f"portfolio_id is not a valid UUID: {portfolio.portfolio_id!r}")
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def test_create_returns_uuid_in_response() -> None:
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repo = FakeRepo()
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repo.create_user("alice", permission="read")
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["--format", "json", "portfolio", "create", "MY_PORTFOLIO", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
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)
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assert result.exit_code == 0, result.output
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payload = json.loads(result.stdout)
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portfolio_id = payload["portfolio"]["portfolio_id"]
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uuid.UUID(portfolio_id) # must not raise
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# --- REQ-017: CLI name+user identification ---
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def test_status_resolves_by_name_and_user() -> None:
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repo = FakeRepo()
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alice = repo.create_user("alice", permission="read")
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runner = build_runner(repo)
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create_result = runner.invoke(
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runner.app,
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["--format", "json", "portfolio", "create", "MY_PORT", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
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)
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assert create_result.exit_code == 0, create_result.output
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status_result = runner.invoke(
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runner.app,
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["--format", "json", "portfolio", "status", "MY_PORT", "--user", "alice"],
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)
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assert status_result.exit_code == 0, status_result.output
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payload = json.loads(status_result.stdout)
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assert payload["portfolio"]["name"] == "MY_PORT"
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assert payload["portfolio"]["owner_user_id"] == alice.id
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def test_status_fails_when_user_not_found() -> None:
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repo = FakeRepo()
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "status", "MY_PORT", "--user", "ghost"],
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)
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assert result.exit_code == 1
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assert "ghost" in result.output
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def test_status_fails_when_portfolio_name_not_found_for_user() -> None:
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repo = FakeRepo()
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repo.create_user("alice", permission="read")
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "status", "NONEXISTENT", "--user", "alice"],
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)
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assert result.exit_code == 1
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assert "NONEXISTENT" in result.output
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def test_create_without_user_fails() -> None:
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repo = FakeRepo()
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "create", "MY_PORT", "--asset-id", _TEST_ASSET_ID, "--strategy-id", "set-1", "--force"],
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)
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assert result.exit_code != 0
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assert "--user" in result.output
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def test_create_with_unknown_user_fails() -> None:
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repo = FakeRepo()
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "create", "MY_PORT", "--asset-id", _TEST_ASSET_ID, "--user", "ghost", "--strategy-id", "set-1", "--force"],
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)
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assert result.exit_code == 1
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assert "ghost" in result.output
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def test_name_validation_rejects_invalid_characters() -> None:
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repo = FakeRepo()
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repo.create_user("alice", permission="read")
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "create", "invalid name!", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
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)
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assert result.exit_code == 1
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assert "invalid name!" in result.output or "유효하지 않은" in result.output
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def test_name_validation_rejects_empty_name() -> None:
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repo = FakeRepo()
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repo.create_user("alice", permission="read")
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runner = build_runner(repo)
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result = runner.invoke(
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runner.app,
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["portfolio", "create", "", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
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)
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assert result.exit_code != 0
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def test_alice_and_bob_can_have_same_portfolio_name() -> None:
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repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
repo.create_user("bob", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
alice_result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "SAMSUNG", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
bob_result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "SAMSUNG", "--asset-id", _TEST_ASSET_ID, "--user", "bob", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
|
|
assert alice_result.exit_code == 0, alice_result.output
|
|
assert bob_result.exit_code == 0, bob_result.output
|
|
assert len(repo._portfolios) == 2
|
|
portfolio_ids = {p.portfolio_id for p in repo._portfolios}
|
|
assert len(portfolio_ids) == 2, "Alice and Bob must have distinct portfolio UUIDs"
|
|
|
|
|
|
def test_buy_resolves_portfolio_by_name_and_user() -> None:
|
|
repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "MY_PORT", "--asset-id", _TEST_ASSET_ID, "--cash-balance", "1000000", "--user", "alice", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
buy_result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "buy", "MY_PORT", "--user", "alice", "--quantity", "1", "--price", "70000", "--force"],
|
|
)
|
|
|
|
assert buy_result.exit_code == 0, buy_result.output
|
|
assert len(repo._entries) == 1
|
|
assert repo._entries[0].action == "BUY"
|
|
|
|
|
|
def test_delete_resolves_portfolio_by_name_and_user() -> None:
|
|
repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "MY_PORT", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
delete_result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "delete", "MY_PORT", "--user", "alice", "--force"],
|
|
)
|
|
|
|
assert delete_result.exit_code == 0, delete_result.output
|
|
assert "MY_PORT" in delete_result.output
|
|
assert len(repo._portfolios) == 0
|
|
|
|
|
|
def test_alice_cannot_delete_bobs_portfolio() -> None:
|
|
repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
repo.create_user("bob", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "SAMSUNG", "--asset-id", _TEST_ASSET_ID, "--user", "bob", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
delete_result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "delete", "SAMSUNG", "--user", "alice", "--force"],
|
|
)
|
|
|
|
assert delete_result.exit_code == 1
|
|
assert len(repo._portfolios) == 1, "Bob's portfolio must not be deleted"
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# name 검증: 한글 허용 (change-req CHG-20260627-03 in REQ-025)
|
|
# ---------------------------------------------------------------------------
|
|
|
|
def test_name_validation_accepts_korean() -> None:
|
|
"""한글 이름이 포함된 포트폴리오를 허용한다."""
|
|
repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "삼성전자 포트폴리오", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
|
|
assert result.exit_code == 0, result.output
|
|
|
|
|
|
def test_name_validation_accepts_ascii_unchanged() -> None:
|
|
"""기존 ASCII name은 완화 후에도 통과한다."""
|
|
repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "my-portfolio_v1:test.01", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
|
|
assert result.exit_code == 0, result.output
|
|
|
|
|
|
def test_name_validation_rejects_over_100_chars() -> None:
|
|
"""101자 초과 이름은 거부한다."""
|
|
from app.schemas.portfolio import CreatePortfolioRequest
|
|
import pytest
|
|
|
|
long_name = "가" * 101
|
|
with pytest.raises(Exception):
|
|
CreatePortfolioRequest(name=long_name, asset_id="some-uuid", strategy_id="set-1")
|
|
|
|
|
|
def test_update_new_name_renames_portfolio() -> None:
|
|
repo = FakeRepo()
|
|
repo.create_user("alice", permission="read")
|
|
runner = build_runner(repo)
|
|
|
|
runner.invoke(
|
|
runner.app,
|
|
["portfolio", "create", "OLD_NAME", "--asset-id", _TEST_ASSET_ID, "--user", "alice", "--strategy-id", "set-1", "--force"],
|
|
)
|
|
rename_result = runner.invoke(
|
|
runner.app,
|
|
["portfolio", "update", "OLD_NAME", "--user", "alice", "--new-name", "NEW_NAME", "--force"],
|
|
)
|
|
|
|
assert rename_result.exit_code == 0, rename_result.output
|
|
portfolio = repo._portfolios[0]
|
|
assert portfolio.name == "NEW_NAME"
|