feat: add portfolio snapshot read layer

tests/adapters/persistence/test_migration_and_drift.py

@@ -16,7 +16,8 @@ _EXPECTED_TABLES = {
     "daily_symbol_entries",
     "slot_transition_log",
     "intent_log",
-    "ledger_outbox",   # BAT-006 / REQ-019
+    "ledger_outbox",      # BAT-006 / REQ-019
+    "snapshot_pause",     # BAT-008 / REQ-032
 }
 
 

tests/adapters/portfolio/test_hub_read.py

@@ -0,0 +1,74 @@
+"""PortfolioHubReadAdapter HTTP contract tests (REQ-027 AC-1/AC-4)."""
+from __future__ import annotations
+
+import httpx
+import pytest
+
+from trex_core.adapters.portfolio.hub_read import PortfolioHubReadAdapter
+from trex_core.application.portfolio import PortfolioHubUnavailableError
+
+
+def _client(handler):
+    return httpx.Client(transport=httpx.MockTransport(handler))
+
+
+def test_whoami_returns_token_daemon_id():
+    captured = {}
+
+    def handler(req: httpx.Request) -> httpx.Response:
+        captured["url"] = str(req.url)
+        captured["auth"] = req.headers.get("authorization")
+        return httpx.Response(200, json={"daemon_id": "d-7", "scope": ["read"]})
+
+    adapter = PortfolioHubReadAdapter("https://pf.test", token="tok",
+                                      client=_client(handler))
+    assert adapter.whoami() == "d-7"
+    assert captured["url"] == "https://pf.test/v1/auth/whoami"
+    assert captured["auth"] == "Bearer tok"
+
+
+def test_get_portfolios_scoped_by_managed_by_daemon_id():
+    captured = {}
+
+    def handler(req: httpx.Request) -> httpx.Response:
+        captured["url"] = str(req.url)
+        return httpx.Response(200, json={
+            "items": [
+                {"portfolio_id": "pf-1", "symbol": "005930",
+                 "cash_balance": 1_000_000, "asset_quantity": 10,
+                 "active_strategy_id": "target-value-v1",
+                 "strategy_params": {"target_value": 1_000_000}},
+                {"portfolio_id": "pf-2", "symbol": "000660",
+                 "cash_balance": 2_000_000, "asset_quantity": 0,
+                 "active_strategy_id": None, "strategy_params": {}},
+            ],
+        })
+
+    adapter = PortfolioHubReadAdapter("https://pf.test", token="tok",
+                                      client=_client(handler))
+    items = adapter.get_portfolios("d-7")
+    assert "managed_by_daemon_id=d-7" in captured["url"]
+    assert {it.portfolio_id for it in items} == {"pf-1", "pf-2"}
+    assert items[0].symbol == "005930"
+    assert items[0].cash_balance == 1_000_000
+    assert items[0].active_strategy_id == "target-value-v1"
+    assert items[0].strategy_params == {"target_value": 1_000_000}
+    # no price field
+    for it in items:
+        assert not hasattr(it, "price")
+
+
+def test_whoami_5xx_raises_unavailable():
+    def handler(req):
+        return httpx.Response(503, text="upstream down")
+    adapter = PortfolioHubReadAdapter("https://pf.test", client=_client(handler))
+    with pytest.raises(PortfolioHubUnavailableError):
+        adapter.whoami()
+
+
+def test_get_portfolios_network_error_raises_unavailable():
+    def handler(req):
+        raise httpx.ConnectError("nope")
+    adapter = PortfolioHubReadAdapter("https://pf.test", client=_client(handler))
+    with pytest.raises(PortfolioHubUnavailableError):
+        adapter.get_portfolios("d-7")

tests/adapters/portfolio/test_postgresql_pause_store.py

@@ -0,0 +1,34 @@
+"""PostgreSQLPauseStore integration tests (REQ-032 AC-2 — durable across restart)."""
+from __future__ import annotations
+
+from trex_core.adapters.portfolio.pause_store import PostgreSQLPauseStore
+
+
+def test_pause_persists_and_listing_works(pg_clean):
+    store = PostgreSQLPauseStore(pg_clean)
+    store.pause("pf-A", actor="cli")
+    store.pause("pf-B", actor="rpc")
+    assert store.list_paused() == {"pf-A", "pf-B"}
+
+
+def test_resume_removes_row(pg_clean):
+    store = PostgreSQLPauseStore(pg_clean)
+    store.pause("pf-X")
+    store.resume("pf-X")
+    assert store.list_paused() == set()
+
+
+def test_pause_is_upsert_on_repeat(pg_clean):
+    store = PostgreSQLPauseStore(pg_clean)
+    store.pause("pf-A", actor="op1")
+    store.pause("pf-A", actor="op2")
+    assert store.list_paused() == {"pf-A"}  # still one row
+
+
+def test_durability_simulated_via_fresh_store_instance(pg_clean):
+    """REQ-032 AC-2: pause survives a process restart (re-instantiate store)."""
+    a = PostgreSQLPauseStore(pg_clean)
+    a.pause("pf-restart")
+    # "restart" — new store instance, same DSN
+    b = PostgreSQLPauseStore(pg_clean)
+    assert "pf-restart" in b.list_paused()

tests/adapters/portfolio/test_stub_read.py

@@ -0,0 +1,34 @@
+"""StubPortfolioRead tests (REQ-027 AC-2)."""
+from __future__ import annotations
+
+from trex_core.adapters.portfolio.stub_read import StubPortfolioRead
+from trex_core.application.portfolio import PortfolioItem
+
+
+def test_stub_returns_fixed_universe_without_network():
+    stub = StubPortfolioRead()
+    items = stub.get_portfolios(daemon_id="anything")
+    assert items
+    assert all(isinstance(it, PortfolioItem) for it in items)
+    # required fields populated, no `price` attribute
+    for it in items:
+        assert it.symbol
+        assert it.portfolio_id
+        assert it.cash_balance >= 0
+        assert not hasattr(it, "price")
+
+
+def test_stub_whoami_returns_configured_daemon_id():
+    stub = StubPortfolioRead(daemon_id="d-42")
+    assert stub.whoami() == "d-42"
+
+
+def test_stub_items_are_mutable_for_tests():
+    stub = StubPortfolioRead(items=[
+        PortfolioItem(portfolio_id="x", symbol="X", cash_balance=1.0, asset_quantity=0),
+    ])
+    assert len(stub.get_portfolios("d")) == 1
+    stub.items.append(
+        PortfolioItem(portfolio_id="y", symbol="Y", cash_balance=2.0, asset_quantity=0)
+    )
+    assert len(stub.get_portfolios("d")) == 2