Concept: User

What a user represents

A Glacez user is the business owner of:

Connexions (exchange credentials and wallets)
Transactions (orders and transfers)
Strategies and generated orders
Events, notes, and reports

User scoping is central: most product data and APIs are user-scoped.

Identity model

Glacez user identity is linked to Keycloak:

User bootstrap comes from external identity flow (external-user/init)
A user keeps both a username and keycloakId
Last login and timezone are tracked

Onboarding state

Users start with mustOnboard = true. This flag controls first-use experience in UI.

The flag is automatically disabled when the user performs core setup actions (for example adding a credential, wallet, or first manual transactions).

Subscription tier

Each user has a subscription tier (for example FREE or PRO). It affects webservice quotas (connexions and related limits), agent monthly call limits, and which LLM model the agent uses for user-scoped generation.

See Subscriptions and quotas for limits, sync behavior, and operations notes.

User options

User options include:

Default quote key (for display context)
Email preferences for events and summaries
ROI instrument change thresholds
Optional agentProfileId used by AI report features

Why this matters

If user state is wrong (identity, onboarding flag, ownership), most other flows fail or become inconsistent. User ownership checks are therefore applied before many writes.