641 lines
22 KiB
Python
641 lines
22 KiB
Python
"""Portfolio snapshot read + selection (REQ-027/028/029/030/031, dcy-005).
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Application-layer port for reading portfolio-hub universe + in-process
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snapshot store + asset-selection service. Domain stays free of HTTP and
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RabbitMQ deps (NFR-1).
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The snapshot is split between:
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- in-memory `SnapshotStore` universe + cash/position + warnings (process-local;
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warning is automatic/temporary, reset on restart)
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- durable `PauseStore` portfolio_id -> paused (Postgres; manual/persistent,
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survives restart and daily refresh — REQ-032)
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- durable `ReconcileWarningStore` slot_id -> reconcile-warning (Postgres; automatic,
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set by reconcile B/C cases, cleared by sync/verify
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— REQ-102, dcy-034)
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"""
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from __future__ import annotations
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import threading
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from dataclasses import dataclass, field, replace
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from datetime import UTC, datetime
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from enum import Enum
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from typing import Protocol
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# ---------------------------------------------------------------- portfolio-hub
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@dataclass(frozen=True)
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class PortfolioItem:
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"""One asset in the daemon's portfolio universe (REQ-027 AC-1).
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Mirrors portfolio-hub's `list_portfolios_v1` PortfolioItem with **no price
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field** — pricing is the strategy module's concern, not core's.
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REQ-116 (BAT-055): strategy_name and markets added additively.
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strategy_params already existed; now surfaced in slot_to_dict output.
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"""
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portfolio_id: str # == asset_id, dcy-004 OQ-1
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symbol: str
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cash_balance: float
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asset_quantity: float # integer shares semantically; float for tolerance
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active_strategy_id: str | None = None
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strategy_params: dict = field(default_factory=dict) # opaque, pass-through
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# REQ-116 additive fields (BAT-055) — safe defaults for legacy hub responses
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strategy_name: str | None = None # portfolio-hub strategy_name; None if absent
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markets: list = field(default_factory=list) # portfolio-hub markets list; [] if absent
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class PortfolioHubReadError(Exception):
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"""Base class for portfolio-hub read failures."""
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class PortfolioHubUnavailableError(PortfolioHubReadError):
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"""portfolio-hub unreachable / 5xx / timeout — degraded signal upstream."""
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# ---------------------------------------------------------------- realized PnL (REQ-109)
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@dataclass(frozen=True)
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class RealizedPnlItem:
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"""Single sell-trade realized PnL item from portfolio-hub WAC response.
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Maps to portfolio-hub RealizedPnlItem schema (REQ-040).
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Minimum required: symbol, realized_pnl, sell_qty.
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Additional fields preserved for completeness.
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"""
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symbol: str | None
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realized_pnl: float
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sell_qty: float
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cost_basis_per_unit: float = 0.0
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fee_amount: float = 0.0
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tax_amount: float = 0.0
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@dataclass(frozen=True)
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class RealizedPnlResult:
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"""Aggregated WAC realized PnL result for one portfolio (REQ-109).
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Returned by get_realized_pnl port method.
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"""
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items: list[RealizedPnlItem]
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cost_basis_from: str | None # ISO date string or None
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data_completeness_warning: bool # True when portfolio-hub signals incomplete history
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total_realized_pnl: float
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# ---------------------------------------------------------------- broker credential (REQ-112)
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@dataclass(frozen=True)
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class BrokerCredentialPayload:
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"""KIS broker credential fetched from portfolio-hub (REQ-112).
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Carries app_key/app_secret/account_ref for KIS API authentication.
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credential_version is optional (portfolio-hub versioning, informational only).
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NFR-2: app_secret must never be logged in plaintext.
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"""
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account_ref: str
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app_key: str
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app_secret: str
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credential_version: int | None = None
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@dataclass(frozen=True)
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class TradingContext:
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"""Combined broker credential + trading_enabled flag from /v1/user_info (REQ-112).
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Returned by fetch_broker_credential() in a single atomic read to avoid
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double HTTP calls.
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"""
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broker: BrokerCredentialPayload | None
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trading_enabled: bool
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class PortfolioHubReadPort(Protocol):
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"""Read-side contract for portfolio-hub universe (REQ-027) + realized PnL (REQ-109)
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+ broker credential (REQ-112)."""
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def get_portfolios(self, daemon_id: str) -> list[PortfolioItem]:
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"""Return all portfolios where `managed_by_daemon_id == daemon_id`."""
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...
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def whoami(self) -> str:
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"""Resolve daemon_id from the credentials/token (REQ-027 AC-4).
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Called once at startup so `daemon_id` lookup never depends on
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`TREX_DAEMON_ID` env (single source of truth = auth token).
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"""
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...
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def get_realized_pnl(
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self,
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portfolio_id: str,
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from_dt: str,
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to_dt: str,
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*,
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symbol: str | None = None,
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) -> RealizedPnlResult:
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"""GET /v1/portfolios/{portfolio_id}/pnl/realized — WAC realized PnL (REQ-109).
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Args:
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portfolio_id: target portfolio.
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from_dt: ISO date string (YYYY-MM-DD), sell-date inclusive start.
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to_dt: ISO date string (YYYY-MM-DD), sell-date inclusive end.
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symbol: optional symbol filter.
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Returns:
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RealizedPnlResult with per-sell items, total, cost_basis_from,
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data_completeness_warning.
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Raises:
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PortfolioHubUnavailableError: on network error or non-2xx response.
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"""
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...
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def fetch_broker_credential(self) -> TradingContext:
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"""GET /v1/user_info — broker credential + trading_enabled (REQ-112).
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Returns a TradingContext with:
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- broker: BrokerCredentialPayload if the daemon has assigned credentials,
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None if broker is null (no credential assigned) or credential_payload
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is null (decryption failure).
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- trading_enabled: bool as reported by portfolio-hub.
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Raises:
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PortfolioHubUnavailableError: on network error, non-2xx (incl. 403),
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or JSON parse failure.
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"""
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...
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class DegradedReason(str, Enum):
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"""Machine-readable degraded reason codes (REQ-028 AC-2, dcy-005 OQ-5)."""
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PORTFOLIO_HUB_UNAVAILABLE = "portfolio_hub_unavailable"
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SNAPSHOT_FETCH_FAILED = "snapshot_fetch_failed"
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CASH_POSITION_STALE = "cash_position_stale"
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# ---------------------------------------------------------------- snapshot store
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@dataclass(frozen=True)
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class SnapshotAsset:
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"""A portfolio item augmented with overlays (warning, sequence)."""
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item: PortfolioItem
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warning: bool = False
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updated_at: datetime | None = None
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class SnapshotStore:
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"""In-memory snapshot — universe baseline + warning overlay.
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Two-phase: callers `swap(new_universe)` to atomically replace the universe
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after a fetch, and `set_warning(portfolio_id, on)` to toggle the automatic
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warning overlay (REQ-031). pause overlay lives in PauseStore (REQ-032).
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Thread-safe; the snapshot RPC handler can read concurrently with the
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scheduler refresh.
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"""
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def __init__(self) -> None:
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self._lock = threading.Lock()
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self._assets: dict[str, SnapshotAsset] = {}
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self._degraded: DegradedReason | None = None
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self._degraded_message: str | None = None
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self._last_refresh_at: datetime | None = None
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# --- universe ---
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def swap(self, items: list[PortfolioItem]) -> None:
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"""Replace the entire universe atomically (immutable swap, Decision 6)."""
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now = datetime.now(tz=UTC)
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with self._lock:
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prior_warnings = {pid for pid, a in self._assets.items() if a.warning}
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new_assets: dict[str, SnapshotAsset] = {}
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for item in items:
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# Carry forward warning if the same portfolio was warned before;
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# reconciliation will clear it on the next successful check.
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warn = item.portfolio_id in prior_warnings
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new_assets[item.portfolio_id] = SnapshotAsset(
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item=item, warning=warn, updated_at=now,
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)
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self._assets = new_assets
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self._degraded = None
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self._degraded_message = None
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self._last_refresh_at = now
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def list_assets(self) -> list[SnapshotAsset]:
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with self._lock:
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return list(self._assets.values())
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def get(self, portfolio_id: str) -> SnapshotAsset | None:
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with self._lock:
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return self._assets.get(portfolio_id)
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# --- warning overlay (automatic, in-memory only) ---
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def set_warning(self, portfolio_id: str, on: bool) -> None:
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with self._lock:
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a = self._assets.get(portfolio_id)
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if a is None or a.warning is on:
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return
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self._assets[portfolio_id] = replace(a, warning=on)
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def warnings(self) -> set[str]:
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with self._lock:
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return {pid for pid, a in self._assets.items() if a.warning}
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# --- option D cash/position (REQ-030 AC-2/AC-3 — wired but no-op until
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# portfolio-hub#8 ships) ---
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def update_cash_position(
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self,
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portfolio_id: str,
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cash_balance: float,
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asset_quantity: float,
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) -> None:
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with self._lock:
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a = self._assets.get(portfolio_id)
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if a is None:
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return
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self._assets[portfolio_id] = replace(
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a, item=replace(a.item, cash_balance=cash_balance,
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asset_quantity=asset_quantity),
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updated_at=datetime.now(tz=UTC),
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)
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# --- degraded signal (REQ-028 AC-2) ---
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def set_degraded(self, reason: DegradedReason, message: str) -> None:
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with self._lock:
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self._degraded = reason
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self._degraded_message = _sanitize(message)
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def clear_degraded(self) -> None:
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with self._lock:
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self._degraded = None
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self._degraded_message = None
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def degraded_state(self) -> tuple[DegradedReason | None, str | None]:
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with self._lock:
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return self._degraded, self._degraded_message
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def last_refresh_at(self) -> datetime | None:
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with self._lock:
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return self._last_refresh_at
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# ---------------------------------------------------------------- pause store
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class PauseStore(Protocol):
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"""Durable pause overlay — `portfolio_id` PK (REQ-032)."""
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def list_paused(self) -> set[str]:
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...
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def pause(self, portfolio_id: str, *, actor: str = "operator") -> None:
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...
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def resume(self, portfolio_id: str) -> None:
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...
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class InMemoryPauseStore:
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"""Process-local pause store for tests + CI."""
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def __init__(self, initial: set[str] | None = None) -> None:
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self._lock = threading.Lock()
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self._paused: set[str] = set(initial or set())
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def list_paused(self) -> set[str]:
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with self._lock:
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return set(self._paused)
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def pause(self, portfolio_id: str, *, actor: str = "operator") -> None:
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with self._lock:
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self._paused.add(portfolio_id)
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def resume(self, portfolio_id: str) -> None:
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with self._lock:
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self._paused.discard(portfolio_id)
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# ---------------------------------------------------------------- kill-switch
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# Day-scoped exclusion overlay (REQ-044/046 / BAT-012). Distinct from pause:
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# keyed by (portfolio_id, trading_date) so it auto-clears next trading day.
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GLOBAL_KILLSWITCH = "*" # sentinel: whole-universe exclusion for the day
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class KillSwitchStore(Protocol):
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"""Day-scoped kill-switch exclusion overlay (REQ-044)."""
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def list_excluded(self, trading_date) -> set[str]:
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...
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def exclude(self, portfolio_id: str, trading_date, *, actor: str = "kill-switch") -> None:
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...
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def clear(self, portfolio_id: str, trading_date) -> None:
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...
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class InMemoryKillSwitchStore:
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"""Process-local day-scoped kill-switch store for tests + CI."""
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def __init__(self) -> None:
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self._lock = threading.Lock()
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self._excluded: set[tuple[str, object]] = set() # (portfolio_id, trading_date)
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def list_excluded(self, trading_date) -> set[str]:
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with self._lock:
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return {pid for pid, d in self._excluded if d == trading_date}
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def exclude(self, portfolio_id: str, trading_date, *, actor: str = "kill-switch") -> None:
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with self._lock:
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self._excluded.add((portfolio_id, trading_date))
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def clear(self, portfolio_id: str, trading_date) -> None:
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with self._lock:
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self._excluded.discard((portfolio_id, trading_date))
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# ---------------------------------------------------------------- reconcile-warning store (REQ-102)
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# BAT-050 / dcy-034: durable reconcile-warning channel — distinct from pause (manual).
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# Keyed by slot_id (TEXT UUID string). case_code: 'B' (slot↔broker qty mismatch)
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# or 'C' (ledger↔broker mismatch). Survives restart (PostgreSQL-backed in production).
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class ReconcileWarningStore(Protocol):
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"""Durable reconcile-warning overlay — slot_id PK (REQ-102, dcy-034)."""
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def set_warned(
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self,
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slot_id: str,
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*,
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portfolio_id: str,
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case_code: str,
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actor: str = "reconcile",
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reason: str = "",
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) -> None:
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...
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def clear_warned(self, slot_id: str) -> None:
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...
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def is_warned(self, slot_id: str) -> bool:
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...
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def list_warned(self) -> set[str]:
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...
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def get_warning_info(self, slot_id: str) -> dict | None:
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"""Return {"portfolio_id", "case_code", "actor", "reason"} or None.
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Used by verify to determine whether the warning is case_code='C'
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(verify's responsibility) vs 'B' (sync's responsibility, REQ-106 OQ-C).
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Returns None when the slot has no active warning.
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"""
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...
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def list_c_case_warned(self) -> set[str]:
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"""Return set of slot_id strings that have an active case_code='C' warning.
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AC-0023: used by strategy slots RPC to exclude C-case mismatched holding slots.
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"""
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...
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class InMemoryReconcileWarningStore:
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"""Process-local reconcile-warning store for tests + CI (REQ-102)."""
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def __init__(self) -> None:
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self._lock = threading.Lock()
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# slot_id -> {"portfolio_id", "case_code", "actor", "reason"}
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self._warned: dict[str, dict] = {}
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def set_warned(
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self,
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slot_id: str,
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*,
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portfolio_id: str,
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case_code: str,
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actor: str = "reconcile",
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reason: str = "",
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) -> None:
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with self._lock:
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self._warned[slot_id] = {
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"portfolio_id": portfolio_id,
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"case_code": case_code,
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"actor": actor,
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"reason": reason,
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}
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def clear_warned(self, slot_id: str) -> None:
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with self._lock:
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self._warned.pop(slot_id, None)
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def is_warned(self, slot_id: str) -> bool:
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with self._lock:
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return slot_id in self._warned
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def list_warned(self) -> set[str]:
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with self._lock:
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return set(self._warned.keys())
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def get_warning_info(self, slot_id: str) -> dict | None:
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with self._lock:
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info = self._warned.get(slot_id)
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return dict(info) if info is not None else None
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def list_c_case_warned(self) -> set[str]:
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with self._lock:
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return {sid for sid, info in self._warned.items() if info.get("case_code") == "C"}
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class ReconcileNotificationStore(Protocol):
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"""Durable mismatch notification lifecycle store (req-0007, ac-0024).
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Tracks the last successfully published fingerprint for each B/C-case identity
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to suppress duplicate alarms across scheduler ticks and process restarts.
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Identity keys:
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B-case: slot_id (UUID string)
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C-case: `"{instance_key}\\x00C\\x00{symbol}"` (null-separated to avoid collisions)
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lifecycle_state values:
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"notified" — detected or changed alarm was published for this fingerprint
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"pending_resolved" — warning was cleared but resolved publish failed; retry pending
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"""
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def get_state(self, identity_key: str) -> dict | None:
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"""Return state dict or None.
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State dict keys: identity_key, case_code, instance_key, symbol,
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quantity_a, quantity_b, lifecycle_state.
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"""
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...
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def set_state(
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self,
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identity_key: str,
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*,
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case_code: str,
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instance_key: str,
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symbol: str,
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quantity_a: int,
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quantity_b: int,
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lifecycle_state: str,
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) -> None:
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"""Upsert notification state (call after successful publish)."""
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...
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def clear_state(self, identity_key: str) -> None:
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"""Remove state (call after successful resolved publish)."""
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...
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def list_states_by_lifecycle(self, lifecycle_state: str) -> list[dict]:
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"""Return all state dicts with the given lifecycle_state."""
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...
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class InMemoryReconcileNotificationStore:
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"""Process-local notification lifecycle store for tests + CI (req-0007)."""
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def __init__(self) -> None:
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self._lock = threading.Lock()
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self._states: dict[str, dict] = {}
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def get_state(self, identity_key: str) -> dict | None:
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with self._lock:
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s = self._states.get(identity_key)
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return dict(s) if s is not None else None
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def set_state(
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self,
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identity_key: str,
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*,
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case_code: str,
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instance_key: str,
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symbol: str,
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quantity_a: int,
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quantity_b: int,
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lifecycle_state: str,
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) -> None:
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with self._lock:
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self._states[identity_key] = {
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"identity_key": identity_key,
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"case_code": case_code,
|
|
"instance_key": instance_key,
|
|
"symbol": symbol,
|
|
"quantity_a": quantity_a,
|
|
"quantity_b": quantity_b,
|
|
"lifecycle_state": lifecycle_state,
|
|
}
|
|
|
|
def clear_state(self, identity_key: str) -> None:
|
|
with self._lock:
|
|
self._states.pop(identity_key, None)
|
|
|
|
def list_states_by_lifecycle(self, lifecycle_state: str) -> list[dict]:
|
|
with self._lock:
|
|
return [
|
|
dict(s) for s in self._states.values()
|
|
if s["lifecycle_state"] == lifecycle_state
|
|
]
|
|
|
|
|
|
def slot_to_dict(
|
|
s,
|
|
*,
|
|
snapshot_store: SnapshotStore | None = None,
|
|
watchdog_store=None,
|
|
pause_store: PauseStore | None = None,
|
|
warn_store: ReconcileWarningStore | None = None,
|
|
watchdog_timeout_sec: int = 120,
|
|
) -> dict:
|
|
"""Merged slot row for trex.slots.req (REQ-073/074).
|
|
|
|
Carries slot/core state + hub asset data + watchdog + overlay flags.
|
|
Field-level authority: slot/core = slot_id/status/qty/avg_price/entry_price/
|
|
forced_close_at; hub = asset_quantity/cash_balance; watchdog = watchdog{};
|
|
overlay = paused/warned/reconcile_warned. strategy fields excluded (REQ-074 AC-5).
|
|
"""
|
|
d = {
|
|
"slot_id": str(s.slot_id),
|
|
"status": s.status.value,
|
|
"symbol": s.symbol,
|
|
"qty": float(s.qty) if s.qty is not None else None,
|
|
"avg_price": float(s.avg_price) if s.avg_price is not None else None,
|
|
"entry_price": float(s.limit_price) if s.limit_price is not None else None,
|
|
"portfolio_id": s.portfolio_id,
|
|
"forced_close_at": s.forced_close_at.isoformat() if s.forced_close_at else None,
|
|
"universe_detached": getattr(s, "retired_at", None) is not None,
|
|
# dcy-028/REQ-081 (BAT-042): per-occupancy guard counter — the strategy
|
|
# Slot occupancy remains domain state; strategy-state writes do not use it.
|
|
"occupancy_seq": getattr(s, "occupancy_seq", 0),
|
|
}
|
|
|
|
# hub authority: asset_quantity (hub primary) + cash_balance
|
|
# REQ-116: strategy_name / strategy_params / markets also from PortfolioItem
|
|
asset_qty: float | None = None
|
|
cash_balance: float | None = None
|
|
strategy_name_val: str | None = None
|
|
strategy_params_val: dict = {}
|
|
markets_val: list = []
|
|
if snapshot_store is not None and s.portfolio_id:
|
|
snap = snapshot_store.get(s.portfolio_id)
|
|
if snap is not None:
|
|
asset_qty = float(snap.item.asset_quantity)
|
|
cash_balance = float(snap.item.cash_balance)
|
|
# REQ-116 (BAT-055): strategy fields from PortfolioItem (hub authority)
|
|
strategy_name_val = snap.item.strategy_name
|
|
strategy_params_val = dict(snap.item.strategy_params)
|
|
markets_val = list(snap.item.markets)
|
|
|
|
# qty (slot mirror) vs asset_quantity (hub): divergence → warned=True
|
|
slot_qty = float(s.qty) if s.qty is not None else None
|
|
warned = bool(slot_qty != asset_qty) if (slot_qty is not None and asset_qty is not None) else False
|
|
|
|
d["asset_quantity"] = asset_qty
|
|
d["cash_balance"] = cash_balance
|
|
d["cash_estimated"] = False # handler overlays ledger_outbox estimate if available
|
|
d["warned"] = warned
|
|
# REQ-116 (BAT-055): strategy fields — additive, safe default when hub absent
|
|
d["strategy_name"] = strategy_name_val
|
|
d["strategy_params"] = strategy_params_val
|
|
d["markets"] = markets_val
|
|
|
|
# watchdog nested object (WatchdogStore)
|
|
if watchdog_store is not None:
|
|
sid = str(s.slot_id)
|
|
last = watchdog_store.last_seen(sid)
|
|
d["watchdog"] = {
|
|
"expired": watchdog_store.is_expired(sid, watchdog_timeout_sec),
|
|
"last_seen": last.isoformat() if last else None,
|
|
}
|
|
else:
|
|
d["watchdog"] = None
|
|
|
|
# paused overlay (PauseStore) — orthogonal to status
|
|
paused = False
|
|
if pause_store is not None and s.portfolio_id:
|
|
paused = s.portfolio_id in pause_store.list_paused()
|
|
d["paused"] = paused
|
|
|
|
# BAT-050 / REQ-104: reconcile_warned overlay (ReconcileWarningStore) — additive field.
|
|
# Bulk list_warned() called once per RPC (caller pre-fetches; see make_slots_rpc_handler).
|
|
# warn_store=None → reconcile_warned=False (backward compatible, NFR-4).
|
|
reconcile_warned = False
|
|
if warn_store is not None:
|
|
reconcile_warned = str(s.slot_id) in warn_store.list_warned()
|
|
d["reconcile_warned"] = reconcile_warned
|
|
|
|
return d
|
|
|
|
|
|
def _sanitize(message: str) -> str:
|
|
"""Strip credentials/URLs/tokens from degraded messages."""
|
|
if not message:
|
|
return ""
|
|
out = message
|
|
for needle in ("authorization:", "Bearer ", "token=", "appsecret="):
|
|
idx = out.lower().find(needle.lower())
|
|
if idx >= 0:
|
|
out = out[:idx] + "<redacted>"
|
|
break
|
|
return out[:200]
|
|
|