feat(slot): BAT-028 M2/M3 — universe reconcile + 자산 중심 admission (dcy-020/REQ-058·059)

config 게이트 이중 경로(max_active_slots 설정 시 자산 중심, 미설정 시 legacy pool).
운영 데몬은 cutover(BAT-δ) 전까지 pool 무중단.

- repository: find_slot_by_portfolio·count_active(holding+pending_buy+pending_sell)·
  reconcile_universe(생성 멱등/soft-retire/tombstone, allow_retire 가드) — protocol+in_memory+PG
  (PG: ON CONFLICT (instance_key, portfolio_id) WHERE portfolio_id IS NOT NULL)
- snapshot_scheduler: run_once swap 직후 _reconcile_slots(빈 universe skip, ≥50%↓ retire 보류)
- intents: _admit_buy 모드 분기 + _admit_buy_asset_centric(활성화/already_active/
  capacity_full/unknown_portfolio/over-cap, 인스턴스 lock)
- daemon: instance_key·max_active_slots·reconcile_enabled·trading_date_fn 배선
- 신규 테스트: test_universe_reconcile(6), test_asset_centric_admission(6), PG reconcile(1)

검증: 단위 387 passed / 35 skipped, PG-gated 17 passed, ruff clean. legacy 무파손.
REQ-058/059/060 은 Approved 유지(자산 중심 경로 도입 검증; default 전환·cutover 는 BAT-δ).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-10 11:14:50 +09:00
co-authored by Claude Opus 4.8
parent 587e987c5c
commit 8a377e6fb3
11 changed files with 476 additions and 9 deletions
@@ -100,6 +100,54 @@ class InMemorySlotRepository:
raise SlotNotFoundError(f"slot not found: {slot.slot_id}")
self._slots[slot.slot_id] = slot
# --- asset-centric (dcy-020 / BAT-028) ---
_ACTIVE = (SlotState.HOLDING, SlotState.PENDING_BUY, SlotState.PENDING_SELL)
def find_slot_by_portfolio(self, instance_key: str, portfolio_id: str) -> Optional[Slot]:
for s in self._slots.values():
if s.instance_key == instance_key and s.portfolio_id == portfolio_id:
return s
return None
def count_active(self, instance_key: str) -> int:
return sum(
1 for s in self._slots.values()
if s.instance_key == instance_key and s.status in self._ACTIVE
)
def reconcile_universe(
self, instance_key: str, trading_date: date, universe_portfolio_ids: set[str],
*, allow_retire: bool = True,
) -> dict[str, int]:
existing = {
s.portfolio_id: s for s in self._slots.values()
if s.instance_key == instance_key and s.portfolio_id is not None
}
now = datetime.now(tz=timezone.utc)
created = retired = tombstoned = 0
# create asset slots for newly-appeared universe assets (idempotent)
for pid in universe_portfolio_ids:
if pid not in existing:
sid = uuid4()
self._slots[sid] = Slot(
slot_id=sid, trading_date=trading_date, status=SlotState.IDLE,
instance_key=instance_key, portfolio_id=pid,
created_at=now, updated_at=now,
)
created += 1
# retire / tombstone assets that left the universe (skipped under the
# mass-disappearance guard, dcy-020/OQ-2 D3 — caller passes allow_retire=False)
if allow_retire:
for pid, s in existing.items():
if pid in universe_portfolio_ids:
continue
if s.status in self._ACTIVE:
tombstoned += 1 # holding/pending — keep (safety-sell), no retire
elif s.retired_at is None:
self._slots[s.slot_id] = replace(s, retired_at=now, updated_at=now)
retired += 1
return {"created": created, "retired": retired, "tombstoned": tombstoned}
# --- slot_transition_log (append-only) ---
def append_transition_log(self, record: SlotTransitionRecord) -> None:
# Defensive copy; reject any external mutation attempt on the list.
+28
View File
@@ -63,6 +63,34 @@ class SlotRepository(Protocol):
"""Persist slot row (UPDATE by slot_id)."""
...
# --- asset-centric (dcy-020 / BAT-028) ---
def find_slot_by_portfolio(self, instance_key: str, portfolio_id: str) -> Optional[Slot]:
"""Return the (single, permanent) slot bound to `portfolio_id` for this
instance (dcy-020/REQ-059), or None. Keyed by (instance_key, portfolio_id)
— independent of trading_date."""
...
def count_active(self, instance_key: str) -> int:
"""Count position-occupying slots for this instance — status in
{holding, pending_buy, pending_sell} (dcy-020/REQ-059 M cap, D2)."""
...
def reconcile_universe(
self, instance_key: str, trading_date: date, universe_portfolio_ids: set[str],
*, allow_retire: bool = True,
) -> dict[str, int]:
"""Reconcile the slot set to the portfolio-hub universe (dcy-020/REQ-058).
- new portfolio_id (no slot for instance) -> create an inactive asset slot
(idempotent; keyed by (instance_key, portfolio_id), permanent).
- slot whose portfolio_id left the universe AND is inactive AND not yet
retired -> soft-retire (set retired_at).
- slot that left the universe but is holding/pending -> tombstone (left
as-is; not retired).
Returns counts {created, retired, tombstoned}. Degrade / mass-disappearance
guards are the caller's responsibility (scheduler)."""
...
# --- slot_transition_log (append-only) ---
def append_transition_log(self, record: SlotTransitionRecord) -> None:
"""Append one row to slot_transition_log (no UPDATE/DELETE allowed)."""