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
249 lines
9.7 KiB
Python
249 lines
9.7 KiB
Python
"""Tests for daemon assignment authorization on v1 endpoints (REQ-006, REQ-007, REQ-008)."""
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from __future__ import annotations
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from datetime import datetime, timezone
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from unittest.mock import MagicMock, patch
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import pytest
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from fastapi.testclient import TestClient
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from app.core.auth import AuthContext, Permission
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from app.core.config import Settings, get_settings
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from app.domain.models import Portfolio, TokenPrincipal, User
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from app.main import create_app
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def _make_settings(**kwargs) -> Settings:
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return Settings(allowed_origins_raw="http://localhost:3000", **kwargs)
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def _svc_header(token: str = "svc-token") -> dict[str, str]:
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return {"Authorization": f"Bearer {token}"}
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def _app_with_db(monkeypatch) -> TestClient:
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monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
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get_settings.cache_clear()
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s = _make_settings()
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app = create_app(settings_factory=lambda: s)
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app.dependency_overrides[get_settings] = lambda: s
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return TestClient(app)
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def _principal(daemon_id: str | None = "d-1") -> TokenPrincipal:
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return TokenPrincipal(
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token_id="t1", user_id="user-1", permission="trade-write",
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token_type="service", runtime_id="rt-1", daemon_id=daemon_id,
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)
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def _portfolio_with_daemon(daemon_id: str | None = "d-1") -> MagicMock:
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p = MagicMock(spec=Portfolio)
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p.managed_by_daemon_id = daemon_id
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p.portfolio_id = "asset-1"
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return p
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def _ledger_trade_payload() -> dict:
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return {
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"order_id": "ord-1",
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"execution_id": "exec-1",
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"side": "buy",
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"quantity": "10",
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"price": "50000",
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"fee_amount": "0",
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"tax_amount": "0",
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"executed_at": "2026-05-13T10:00:00+09:00",
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}
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# ---------------------------------------------------------------------------
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# REQ-006: GET /v1/assets daemon-scoped + NULL fail-closed
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# ---------------------------------------------------------------------------
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def test_assets_403_when_token_has_no_daemon_id(monkeypatch) -> None:
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client = _app_with_db(monkeypatch)
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principal = _principal(daemon_id=None)
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mock_repo = MagicMock()
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mock_repo.get_token_principal.return_value = principal
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.get("/v1/assets", headers=_svc_header())
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assert resp.status_code == 403
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assert "daemon_id" in resp.json()["detail"]
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def test_assets_200_with_daemon_scoped_filter(monkeypatch) -> None:
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client = _app_with_db(monkeypatch)
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principal = _principal(daemon_id="d-1")
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portfolio = Portfolio(
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portfolio_id="p1", broker="kis", status="enabled", name="T",
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symbol="005930", market="KRW", cash_balance=0.0, asset_quantity=0.0,
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price=0.0, profit_buffer=0.0, owner_user_id="user-1", managed_by_daemon_id="d-1",
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)
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mock_repo = MagicMock()
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mock_repo.get_token_principal.return_value = principal
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mock_repo.list_portfolios_with_strategies.return_value = [portfolio]
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mock_repo.get_strategy_set.return_value = None
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_assets.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.get("/v1/assets", headers=_svc_header())
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assert resp.status_code == 200
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assert resp.json()["total"] == 1
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mock_repo.list_portfolios_with_strategies.assert_called_once_with(
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owner_user_id="user-1",
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include_disabled=False,
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managed_by_daemon_id="d-1",
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)
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# ---------------------------------------------------------------------------
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# REQ-007: GET /v1/user_info daemon_id field + NULL diagnostic
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# ---------------------------------------------------------------------------
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def test_user_info_returns_daemon_id_in_response(monkeypatch) -> None:
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client = _app_with_db(monkeypatch)
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principal = _principal(daemon_id="d-1")
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user = User(id="user-1", username="alice", permission="read", is_active=True)
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mock_repo = MagicMock()
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mock_repo.get_token_principal.return_value = principal
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mock_repo.get_user.return_value = user
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mock_repo.list_broker_credentials.return_value = []
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.get("/v1/user_info", headers=_svc_header())
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assert resp.status_code == 200
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assert resp.json()["daemon_id"] == "d-1"
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def test_user_info_null_daemon_id_returns_200_with_null(monkeypatch) -> None:
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client = _app_with_db(monkeypatch)
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principal = _principal(daemon_id=None)
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user = User(id="user-1", username="alice", permission="read", is_active=True)
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mock_repo = MagicMock()
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mock_repo.get_token_principal.return_value = principal
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mock_repo.get_user.return_value = user
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mock_repo.list_broker_credentials.return_value = []
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_user_info.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.get("/v1/user_info", headers=_svc_header())
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assert resp.status_code == 200
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assert resp.json()["daemon_id"] is None
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# ---------------------------------------------------------------------------
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# REQ-008: POST /v1/assets/{asset_id}/ledger/trades daemon assignment authorization
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# ---------------------------------------------------------------------------
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def _setup_ledger_mocks(monkeypatch, principal: TokenPrincipal, portfolio: MagicMock, trade: MagicMock) -> tuple[MagicMock, TestClient]:
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monkeypatch.setenv("PORTFOLIOHUB_DB_ENABLED", "true")
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monkeypatch.setenv("CREDENTIAL_ENCRYPTION_KEY", "AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA=")
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get_settings.cache_clear()
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s = _make_settings(credential_encryption_key="AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA=")
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app = create_app(settings_factory=lambda: s)
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app.dependency_overrides[get_settings] = lambda: s
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client = TestClient(app)
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mock_repo = MagicMock()
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mock_repo.get_token_principal.return_value = principal
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mock_repo.get.return_value = portfolio
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mock_repo.insert_ledger_trade.return_value = (trade, True)
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return mock_repo, client
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def test_ledger_trade_403_when_token_has_no_daemon_id(monkeypatch) -> None:
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from app.domain.models import LedgerTrade
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principal = _principal(daemon_id=None)
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portfolio = _portfolio_with_daemon(daemon_id="d-1")
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trade = MagicMock(spec=LedgerTrade)
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mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.post(
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"/v1/assets/asset-1/ledger/trades",
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json=_ledger_trade_payload(),
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headers=_svc_header(),
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)
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assert resp.status_code == 403
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assert "daemon_id" in resp.json()["detail"]
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def test_ledger_trade_403_when_asset_has_no_daemon_assignment(monkeypatch) -> None:
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from app.domain.models import LedgerTrade
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principal = _principal(daemon_id="d-1")
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portfolio = _portfolio_with_daemon(daemon_id=None)
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trade = MagicMock(spec=LedgerTrade)
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mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.post(
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"/v1/assets/asset-1/ledger/trades",
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json=_ledger_trade_payload(),
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headers=_svc_header(),
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)
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assert resp.status_code == 403
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assert "not assigned" in resp.json()["detail"]
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def test_ledger_trade_403_when_daemon_mismatch(monkeypatch) -> None:
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from app.domain.models import LedgerTrade
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principal = _principal(daemon_id="d-1")
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portfolio = _portfolio_with_daemon(daemon_id="d-2")
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trade = MagicMock(spec=LedgerTrade)
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mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.post(
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"/v1/assets/asset-1/ledger/trades",
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json=_ledger_trade_payload(),
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headers=_svc_header(),
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)
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assert resp.status_code == 403
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assert "mismatch" in resp.json()["detail"].lower() or "daemon" in resp.json()["detail"].lower()
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def test_ledger_trade_201_when_daemon_matches(monkeypatch) -> None:
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from app.domain.models import LedgerTrade
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principal = _principal(daemon_id="d-1")
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portfolio = _portfolio_with_daemon(daemon_id="d-1")
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trade = MagicMock()
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trade.ledger_entry_id = 1
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trade.asset_id = "asset-1"
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trade.order_id = "ord-1"
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trade.execution_id = "exec-1"
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trade.side = "buy"
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trade.quantity = 10.0
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trade.price = 50000.0
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trade.fee_amount = 0.0
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trade.tax_amount = 0.0
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trade.executed_at = datetime(2026, 5, 13, 1, 0, 0, tzinfo=timezone.utc)
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trade.recorded_at = datetime(2026, 5, 13, 1, 0, 0, tzinfo=timezone.utc)
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mock_repo, client = _setup_ledger_mocks(monkeypatch, principal, portfolio, trade)
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with patch("app.core.auth.get_portfolio_repository_from_settings", return_value=mock_repo), \
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patch("app.api.v1_ledger.get_portfolio_repository_from_settings", return_value=mock_repo):
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resp = client.post(
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"/v1/assets/asset-1/ledger/trades",
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json=_ledger_trade_payload(),
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headers=_svc_header(),
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)
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assert resp.status_code == 201
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assert resp.json()["status"] == "new"
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