Optaic V0 Migration

OptAIC v0 Migration Patterns

Guide for adapting optaic-v0 domain logic to integrate with optaic-trading infrastructure.

When to Use

Apply when:

• Porting DataAPI or catalog functionality
• Migrating pipeline, store, or accessor implementations
• Adapting operator/expression evaluation code
• Converting name-based lookups to Resource ID lookups

Architecture Mapping

optaic-v0 (Domain)          →    optaic-trading (Infrastructure)
─────────────────────────        ──────────────────────────────
DATA_CATALOG                →    Resource table + extension tables
check_permission()          →    RBAC via authorize_or_403()
audit_operation()           →    ActivityEnvelope + tx_activity()
get_dataset_info(name)      →    get_resource_or_404(db, tenant_id, uuid)
DataAPI.preview()           →    DatasetService.preview() + RBAC
ExpressionPipeline.run()    →    ExperimentService.run() + Activity
PIPELINE_FACTORY["key"]     →    Definition.code_ref → FACTORY.build(code_ref)

code_ref Linkage (CRITICAL)

The key integration pattern between DB models and libs/data/ factories:

1. Definition resources store code_ref field (e.g., "ParquetStore")
2. Services load Definition → get code_ref → call FACTORY.build(code_ref)
3. Factories (PIPELINE_FACTORY, STORE_FACTORY, ACCESSOR_FACTORY) return execution objects

# Service bridges Resource model to Factory execution
store_def = await session.get(StoreDefinition, store_inst.definition_resource_id)
store = STORE_FACTORY.build(
    store_def.code_ref,  # "ParquetStore" → ParquetStore class
    config=store_inst.config_json,
)

See quant-resource-patterns/references/service-patterns.md for full pattern.

Core Pattern Mappings

Permission Checks

optaic-v0:

if not check_permission(user, "read", dataset_name):
    raise PermissionError("Access denied")

optaic-trading:

from apps.api.rbac_utils import authorize_or_403
await authorize_or_403(db, actor, Permission.RESOURCE_READ, resource.id)

Audit Logging

optaic-v0:

audit_operation("dataset.preview", user, dataset_name, params)

optaic-trading:

envelope = ActivityEnvelope(
    tenant_id=actor.tenant_id,
    actor_principal_id=actor.id,
    resource_id=resource_id,
    resource_type="dataset",
    action="dataset.previewed",
    payload={"start_date": start, "end_date": end}
)
await record_activity_with_outbox(session, envelope)

Catalog Lookups

optaic-v0:

info = DATA_CATALOG.get(name)  # name-based
pipeline = PIPELINE_FACTORY[info.source]

optaic-trading:

resource = await get_resource_or_404(db, tenant_id, resource_id)
definition = await get_resource_or_404(db, tenant_id, resource.definition_ref_id)
pipeline = await load_pipeline_from_definition(definition)

File Migration Map

See references/file-mapping.md for complete source → target paths.

Adaptation Checklist

1. Replace name-based lookups with UUID resource lookups
2. Add tenant_id to all queries
3. Replace permission checks with RBAC
4. Wrap mutations in tx_activity()
5. Add guardrails validation at lifecycle gates
6. Create Pydantic DTOs instead of returning raw dicts

Reference Files

• File Mapping - Source file → target path mapping
• Code Examples - Before/after code samples