Files
portfolio-hub/tests/test_daemon_assignment.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

249 lines
9.7 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"
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-006: GET /v1/assets daemon-scoped + NULL fail-closed
# ---------------------------------------------------------------------------
def test_assets_403_when_token_has_no_daemon_id(monkeypatch) -> None:
client = _app_with_db(monkeypatch)
principal = _principal(daemon_id=None)
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):
resp = client.get("/v1/assets", headers=_svc_header())
assert resp.status_code == 403
assert "daemon_id" in resp.json()["detail"]
def test_assets_200_with_daemon_scoped_filter(monkeypatch) -> None:
client = _app_with_db(monkeypatch)
principal = _principal(daemon_id="d-1")
portfolio = 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, owner_user_id="user-1", managed_by_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):
resp = client.get("/v1/assets", headers=_svc_header())
assert resp.status_code == 200
assert resp.json()["total"] == 1
mock_repo.list_portfolios_with_strategies.assert_called_once_with(
owner_user_id="user-1",
include_disabled=False,
managed_by_daemon_id="d-1",
)
# ---------------------------------------------------------------------------
# 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_200_with_null(monkeypatch) -> None:
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())
assert resp.status_code == 200
assert resp.json()["daemon_id"] is None
# ---------------------------------------------------------------------------
# REQ-008: POST /v1/assets/{asset_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 LedgerTrade
principal = _principal(daemon_id=None)
portfolio = _portfolio_with_daemon(daemon_id="d-1")
trade = MagicMock(spec=LedgerTrade)
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_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/assets/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 LedgerTrade
principal = _principal(daemon_id="d-1")
portfolio = _portfolio_with_daemon(daemon_id=None)
trade = MagicMock(spec=LedgerTrade)
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_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/assets/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 LedgerTrade
principal = _principal(daemon_id="d-1")
portfolio = _portfolio_with_daemon(daemon_id="d-2")
trade = MagicMock(spec=LedgerTrade)
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_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/assets/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 LedgerTrade
principal = _principal(daemon_id="d-1")
portfolio = _portfolio_with_daemon(daemon_id="d-1")
trade = MagicMock()
trade.ledger_entry_id = 1
trade.asset_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.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_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
resp = client.post(
"/v1/assets/asset-1/ledger/trades",
json=_ledger_trade_payload(),
headers=_svc_header(),
)
assert resp.status_code == 201
assert resp.json()["status"] == "new"