@adaptic/backend-legacy 0.0.80 → 0.0.81

package/esm/types/policy-overlay.d.ts

@@ -0,0 +1,40 @@
+import type { TradingPolicyJson } from './trading-policy';
+export type OverlayType = 'RISK_GATE' | 'NEWS_GATE' | 'COMPLIANCE_GATE' | 'MANUAL_HALT' | 'CIRCUIT_BREAKER';
+export type OverlaySeverity = 'LOW' | 'MEDIUM' | 'HIGH' | 'CRITICAL';
+export type OverlayStatus = 'ACTIVE' | 'EXPIRED' | 'DEACTIVATED';
+/**
+ * Active and recent policy overlays stored on `Fund.policyOverlays`
+ * (Json[] column) per charter §2.4 F4 and spec §4.4.
+ *
+ * `effectivePolicy()` filters this list to entries where
+ * `status === 'ACTIVE' && (expiresAt == null || expiresAt > now)`,
+ * sorts by severity ascending (CRITICAL last → highest precedence),
+ * and deep-merges each overlay's `mutations` over the policy chain.
+ *
+ * On every status flip away from ACTIVE the engine archiver moves
+ * the entry to Tier-A `PolicyOverlayHistory` and removes it from this
+ * array atomically (one DB transaction). Steady-state size ≤ 20.
+ */
+export interface PolicyOverlayEntry {
+    /** UUID for cross-referencing with Tier-A PolicyOverlayHistory. */
+    id: string;
+    overlayType: OverlayType;
+    /** Source service that activated this overlay (e.g. "engine.risk.var-breach"). */
+    source: string;
+    /** Human-readable reason; surfaced in alerts. */
+    reason: string;
+    severity: OverlaySeverity;
+    /** Policy paths to override while ACTIVE. */
+    mutations: Partial<TradingPolicyJson>;
+    status: OverlayStatus;
+    /** ISO-8601 activation timestamp. */
+    activatedAt: string;
+    /** ISO-8601 expiry timestamp; absence means "until manually deactivated". */
+    expiresAt?: string;
+    deactivatedAt?: string;
+    deactivatedBy?: string;
+    /** Correlation id linking this overlay to the event that triggered it. */
+    correlationId?: string;
+    triggerEventId?: string;
+}
+//# sourceMappingURL=policy-overlay.d.ts.map

package/esm/types/policy-overlay.d.ts.map

@@ -0,0 +1 @@
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package/esm/types/policy-overlay.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"policy-overlay.js","sourceRoot":"","sources":["../../../src/types/policy-overlay.ts"],"names":[],"mappings":""}

package/esm/types/policy-overlay.mjs

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=policy-overlay.js.map

package/esm/types/trading-policy.d.ts

@@ -0,0 +1,119 @@
+/**
+ * Canonical TradingPolicyJson shape stored at:
+ *   Organization.tradingDefaults  (org-wide defaults)
+ *   Fund.tradingOverrides         (fund-level overrides)
+ *
+ * Read-time merging is precedence-ordered (charter §2.2, spec §4.2.2):
+ *   built-in DEFAULT_TRADING_POLICY → Org.tradingDefaults
+ *     → Fund.tradingOverrides → active Fund.policyOverlays
+ *     → 14 per-BrokerageAccount column overrides
+ *
+ * Consumers MUST use `effectivePolicy()` from
+ * `@adaptic/backend-legacy/helpers/effective-policy` — do NOT
+ * re-implement the precedence chain.
+ */
+export interface TradingPolicyJson {
+    /** Autonomy — when the engine is allowed to act without human approval. */
+    autonomy?: {
+        enableAutoEntry?: boolean;
+        enableAutoExit?: boolean;
+        enableAutoRebalance?: boolean;
+        requireHumanApprovalAboveNotional?: number;
+    };
+    /** Risk caps applied per-strategy and per-portfolio. */
+    risk?: {
+        /** Maximum portfolio Value-at-Risk as a fraction (0..1). */
+        maxPortfolioVarPct?: number;
+        /** Maximum single-position weight as a fraction (0..1). */
+        maxSinglePositionPct?: number;
+        /** Maximum sector exposure as a fraction (0..1). */
+        maxSectorExposurePct?: number;
+        /** Per-asset-class caps as fractions of NAV. */
+        maxAssetClassPct?: {
+            equity?: number;
+            crypto?: number;
+            options?: number;
+        };
+        /** Minimum buying-power reserve as a fraction (0..1). */
+        minBuyingPowerReservePct?: number;
+    };
+    /** Per-trade allocation defaults (SR's tradeAllocationPct collapsed here). */
+    allocation?: {
+        perTradeEquityPct?: number;
+        perTradeCryptoPct?: number;
+        perTradeOptionsPct?: number;
+        autoAllocation?: boolean;
+    };
+    /** Scalping / intraday-specific policy (12 W3-3 fields from SR commit 10b63819d). */
+    scalping?: {
+        enableScalping?: boolean;
+        maxConcurrentScalps?: number;
+        minHoldSeconds?: number;
+        maxHoldSeconds?: number;
+        profitTargetBps?: number;
+        stopLossBps?: number;
+        requireRSIConfirm?: boolean;
+        requireMACDConfirm?: boolean;
+        requireVolumeSurge?: boolean;
+        cooldownAfterLossMs?: number;
+        cooldownAfterWinMs?: number;
+        maxScalpsPerSession?: number;
+    };
+    /** Compliance — FINRA / SEC operational rules. */
+    compliance?: {
+        /** FINRA 5210 wash-trade cooldown in milliseconds. */
+        equityWashTradeCooldownMs?: number;
+        /** Tickers explicitly excluded from autonomous trading. */
+        restrictedTickerOverrides?: string[];
+        /** Force AuditLog row creation on every order. */
+        requireAuditLogForAll?: boolean;
+    };
+    /** Asset-class enablement (defaults set in DEFAULT_TRADING_POLICY). */
+    assetClasses?: {
+        equity?: boolean;
+        crypto?: boolean;
+        options?: boolean;
+    };
+    /** Sentiment / news subscription policy (fund-scope per charter §2.4 F5). */
+    sentiment?: {
+        minSentimentScoreToEnter?: number;
+        maxNegativeSentimentToHold?: number;
+        requireRecentNews?: boolean;
+        newsLookbackMinutes?: number;
+    };
+    /** Backtest scope (fund-scope per charter §2.4 F7). */
+    backtest?: {
+        defaultUniverse?: string[];
+        defaultPeriodDays?: number;
+        defaultStrategyId?: string;
+    };
+    /**
+     * Engine runtime config (charter §2.4 F1/F8/F9 catch-all).
+     *
+     * Populated when sub-project 6 (engine port) has not yet committed
+     * to owning `EngineFundConfig` in Tier-A. Carries the 6 SR
+     * `TradingPolicy` policy-shape fields that have no canonical JSON
+     * home: enginePersonalityProfile, signalRoutingRules,
+     * manualOverrideAllowlist, riskOverrideJustifications,
+     * enableShadowMode, experimentBucket.
+     *
+     * If/when sub-project 6 promotes these to Tier-A, this group can be
+     * migrated out and removed.
+     */
+    runtime?: {
+        enginePersonalityProfile?: string;
+        signalRoutingRules?: unknown;
+        manualOverrideAllowlist?: string[];
+        riskOverrideJustifications?: unknown[];
+        enableShadowMode?: boolean;
+        experimentBucket?: string | null;
+    };
+}
+/**
+ * Built-in safe defaults consumed by effectivePolicy() as the
+ * lowest-precedence layer. Tunings here are conservative and broadly
+ * safe; `@adaptic/utils` re-exports a more tuned variant for short-horizon
+ * day trading (see utils U1 plan).
+ */
+export declare const DEFAULT_TRADING_POLICY: Required<TradingPolicyJson>;
+//# sourceMappingURL=trading-policy.d.ts.map

package/esm/types/trading-policy.d.ts.map

@@ -0,0 +1 @@
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package/esm/types/trading-policy.js.map

@@ -0,0 +1 @@
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package/esm/types/trading-policy.mjs

@@ -0,0 +1,67 @@
+/**
+ * Built-in safe defaults consumed by effectivePolicy() as the
+ * lowest-precedence layer. Tunings here are conservative and broadly
+ * safe; `@adaptic/utils` re-exports a more tuned variant for short-horizon
+ * day trading (see utils U1 plan).
+ */
+export const DEFAULT_TRADING_POLICY = {
+    autonomy: {
+        enableAutoEntry: false,
+        enableAutoExit: true,
+        enableAutoRebalance: false,
+        requireHumanApprovalAboveNotional: 100_000,
+    },
+    risk: {
+        maxPortfolioVarPct: 0.05,
+        maxSinglePositionPct: 0.1,
+        maxSectorExposurePct: 0.3,
+        maxAssetClassPct: { equity: 1.0, crypto: 0.2, options: 0.2 },
+        minBuyingPowerReservePct: 0.05,
+    },
+    allocation: {
+        perTradeEquityPct: 0.05,
+        perTradeCryptoPct: 0.05,
+        perTradeOptionsPct: 0.02,
+        autoAllocation: true,
+    },
+    scalping: {
+        enableScalping: false,
+        maxConcurrentScalps: 0,
+        minHoldSeconds: 0,
+        maxHoldSeconds: 0,
+        profitTargetBps: 0,
+        stopLossBps: 0,
+        requireRSIConfirm: false,
+        requireMACDConfirm: false,
+        requireVolumeSurge: false,
+        cooldownAfterLossMs: 0,
+        cooldownAfterWinMs: 0,
+        maxScalpsPerSession: 0,
+    },
+    compliance: {
+        equityWashTradeCooldownMs: 0,
+        restrictedTickerOverrides: [],
+        requireAuditLogForAll: true,
+    },
+    assetClasses: { equity: true, crypto: false, options: false },
+    sentiment: {
+        minSentimentScoreToEnter: 0,
+        maxNegativeSentimentToHold: -0.5,
+        requireRecentNews: false,
+        newsLookbackMinutes: 1440,
+    },
+    backtest: {
+        defaultUniverse: [],
+        defaultPeriodDays: 30,
+        defaultStrategyId: '',
+    },
+    runtime: {
+        enginePersonalityProfile: 'balanced',
+        signalRoutingRules: null,
+        manualOverrideAllowlist: [],
+        riskOverrideJustifications: [],
+        enableShadowMode: false,
+        experimentBucket: null,
+    },
+};
+//# sourceMappingURL=trading-policy.js.map

package/generated/typeStrings/Action.cjs

@@ -16,6 +16,9 @@ export type Action = {
   note: string;
   // Current status of the trade action.
   status: ActionStatus;
+  // Version of the thesis this action is acting on. Incremented when
+re-underwriting produces a new thesis (sub-project 2 spec §4.5).
+  thesisVersion: number;
 };
 
 enum ActionType {

package/generated/typeStrings/Action.d.ts

@@ -1,2 +1,2 @@
-export declare const ActionTypeString = "\n// Your response should adhere to the following type definition for the \"Action\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Action = {\n  // Sequence number of the action within the trade.\n  sequence: number;\n  // Type of trade action, defined by ActionType enum.\n  type: ActionType;\n  // Whether the action is the primary action for the trade.\n  primary: boolean;\n  // Additional notes or comments about the action.\n  note: string;\n  // Current status of the trade action.\n  status: ActionStatus;\n};\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
+export declare const ActionTypeString = "\n// Your response should adhere to the following type definition for the \"Action\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Action = {\n  // Sequence number of the action within the trade.\n  sequence: number;\n  // Type of trade action, defined by ActionType enum.\n  type: ActionType;\n  // Whether the action is the primary action for the trade.\n  primary: boolean;\n  // Additional notes or comments about the action.\n  note: string;\n  // Current status of the trade action.\n  status: ActionStatus;\n  // Version of the thesis this action is acting on. Incremented when\nre-underwriting produces a new thesis (sub-project 2 spec \u00A74.5).\n  thesisVersion: number;\n};\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
 //# sourceMappingURL=Action.d.ts.map

package/generated/typeStrings/Action.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"Action.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Action.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,gBAAgB,8+BAgD5B,CAAC"}

package/generated/typeStrings/Action.js.map

@@ -1 +1 @@
-{"version":3,"file":"Action.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Action.ts"],"names":[],"mappings":";;;AAAa,QAAA,gBAAgB,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA6C/B,CAAC"}
+{"version":3,"file":"Action.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Action.ts"],"names":[],"mappings":";;;AAAa,QAAA,gBAAgB,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAgD/B,CAAC"}

package/generated/typeStrings/Customer.cjs

@@ -12,6 +12,15 @@ export type Customer = {
   plan?: SubscriptionPlan;
   // End date of the current billing period in Stripe.
   stripeCurrentPeriodEnd?: Date;
+  // Jurisdiction country code (ISO 3166-1 alpha-2). Captured during
+onboarding KYC for compliance scoping (sub-project 2 spec §4.6).
+  jurisdiction?: string;
+  // Risk profile category (free-string; validation in app layer).
+  riskProfile?: string;
+  // AML compliance status (free-string).
+  amlStatus?: string;
+  // Timestamp of last KYC update.
+  lastKycUpdate?: Date;
   // List of users associated with the customer.
   users: {
     // The user's full name.

package/generated/typeStrings/Customer.d.ts

@@ -1,2 +1,2 @@
-export declare const CustomerTypeString = "\n// Your response should adhere to the following type definition for the \"Customer\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Customer = {\n  // Name of the customer.\n  name?: string;\n  // Subscription plan the customer is enrolled in.\n  plan?: SubscriptionPlan;\n  // End date of the current billing period in Stripe.\n  stripeCurrentPeriodEnd?: Date;\n  // List of users associated with the customer.\n  users: {\n    // The user's full name.\n    name?: string;\n    // The user's email address, must be unique.\n    email?: string;\n  }[];\n};\n\nenum SubscriptionPlan {\n  FREE\n\n  PRO\n\n  INSTITUTION\n}\n\n";
+export declare const CustomerTypeString = "\n// Your response should adhere to the following type definition for the \"Customer\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Customer = {\n  // Name of the customer.\n  name?: string;\n  // Subscription plan the customer is enrolled in.\n  plan?: SubscriptionPlan;\n  // End date of the current billing period in Stripe.\n  stripeCurrentPeriodEnd?: Date;\n  // Jurisdiction country code (ISO 3166-1 alpha-2). Captured during\nonboarding KYC for compliance scoping (sub-project 2 spec \u00A74.6).\n  jurisdiction?: string;\n  // Risk profile category (free-string; validation in app layer).\n  riskProfile?: string;\n  // AML compliance status (free-string).\n  amlStatus?: string;\n  // Timestamp of last KYC update.\n  lastKycUpdate?: Date;\n  // List of users associated with the customer.\n  users: {\n    // The user's full name.\n    name?: string;\n    // The user's email address, must be unique.\n    email?: string;\n  }[];\n};\n\nenum SubscriptionPlan {\n  FREE\n\n  PRO\n\n  INSTITUTION\n}\n\n";
 //# sourceMappingURL=Customer.d.ts.map

package/generated/typeStrings/Customer.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"Customer.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Customer.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,kBAAkB,iuBA4B9B,CAAC"}
+{"version":3,"file":"Customer.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Customer.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,kBAAkB,omCAqC9B,CAAC"}

package/generated/typeStrings/Customer.js.map

@@ -1 +1 @@
-{"version":3,"file":"Customer.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Customer.ts"],"names":[],"mappings":";;;AAAa,QAAA,kBAAkB,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA4BjC,CAAC"}
+{"version":3,"file":"Customer.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Customer.ts"],"names":[],"mappings":";;;AAAa,QAAA,kBAAkB,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqCjC,CAAC"}

package/generated/typeStrings/Fund.cjs

@@ -19,6 +19,12 @@ Values here take precedence over the organization's tradingDefaults.
 Values here take precedence over the organization's llmDefaults.
 Same JSON shape as Organization.llmDefaults.
   llmOverrides?: any;
+  // Active and recent policy overlays for this fund (charter §2.4 F4,
+sub-project 2 spec §4.4). Array of PolicyOverlayEntry. Active
+overlays are deep-merged into effectivePolicy() output. The engine
+archiver moves entries to Tier-A PolicyOverlayHistory on every
+status flip away from ACTIVE; steady-state size ≤ 20 entries.
+  policyOverlays?: any;
 };
 
 enum FundStatus {

package/generated/typeStrings/Fund.d.ts

@@ -1,2 +1,2 @@
-export declare const FundTypeString = "\n// Your response should adhere to the following type definition for the \"Fund\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Fund = {\n  // The name of the fund.\n  name: string;\n  // A description of the fund.\n  description?: string;\n  // The lifecycle status of the fund.\n  status: FundStatus;\n  // Fund-level trading settings overrides.\nValues here take precedence over the organization's tradingDefaults.\n  tradingOverrides?: any;\n  // Fund-level LLM provider/model configuration overrides.\nValues here take precedence over the organization's llmDefaults.\nSame JSON shape as Organization.llmDefaults.\n  llmOverrides?: any;\n};\n\nenum FundStatus {\n  SETUP\n\n  ACTIVE\n\n  PAUSED\n\n  CLOSED\n}\n\n";
+export declare const FundTypeString = "\n// Your response should adhere to the following type definition for the \"Fund\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Fund = {\n  // The name of the fund.\n  name: string;\n  // A description of the fund.\n  description?: string;\n  // The lifecycle status of the fund.\n  status: FundStatus;\n  // Fund-level trading settings overrides.\nValues here take precedence over the organization's tradingDefaults.\n  tradingOverrides?: any;\n  // Fund-level LLM provider/model configuration overrides.\nValues here take precedence over the organization's llmDefaults.\nSame JSON shape as Organization.llmDefaults.\n  llmOverrides?: any;\n  // Active and recent policy overlays for this fund (charter \u00A72.4 F4,\nsub-project 2 spec \u00A74.4). Array of PolicyOverlayEntry. Active\noverlays are deep-merged into effectivePolicy() output. The engine\narchiver moves entries to Tier-A PolicyOverlayHistory on every\nstatus flip away from ACTIVE; steady-state size \u2264 20 entries.\n  policyOverlays?: any;\n};\n\nenum FundStatus {\n  SETUP\n\n  ACTIVE\n\n  PAUSED\n\n  CLOSED\n}\n\n";
 //# sourceMappingURL=Fund.d.ts.map

package/generated/typeStrings/Fund.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"Fund.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Fund.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,cAAc,8zBA8B1B,CAAC"}
+{"version":3,"file":"Fund.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Fund.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,cAAc,grCAoC1B,CAAC"}

package/generated/typeStrings/Fund.js.map

@@ -1 +1 @@
-{"version":3,"file":"Fund.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Fund.ts"],"names":[],"mappings":";;;AAAa,QAAA,cAAc,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA8B7B,CAAC"}
+{"version":3,"file":"Fund.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Fund.ts"],"names":[],"mappings":";;;AAAa,QAAA,cAAc,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAoC7B,CAAC"}

package/generated/typeStrings/Trade.cjs

@@ -29,6 +29,13 @@ export type Trade = {
     // Current status of the trade action.
     status: ActionStatus;
   }[];
+  // Version of the thesis this trade is acting on. Incremented when
+re-underwriting produces a new thesis (sub-project 2 spec §4.5).
+  thesisVersion: number;
+  // Free-form metadata captured when status is REJECTED_BROKER /
+REJECTED_COMPLIANCE / FAILED. SEC Rule 15c3-5 forensic record
+retained per sub-project 2 spec §4.7.
+  rejectionMetadata?: any;
 };
 
 enum TradeSignal {
@@ -133,6 +140,14 @@ enum TradeStatus {
   COMPLETED
 
   CANCELED
+
+  SUPERSEDED
+
+  REJECTED_BROKER
+
+  REJECTED_COMPLIANCE
+
+  FAILED
 }
 
 enum ActionType {

package/generated/typeStrings/Trade.d.ts

@@ -1,2 +1,2 @@
-export declare const TradeTypeString = "\n// Your response should adhere to the following type definition for the \"Trade\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Trade = {\n  // Signal that triggered the trade.\n  signal: TradeSignal;\n  // Strategy used to execute the trade.\n  strategy: TradeStrategy;\n  // summary of the trade decision (this should be a short description of the trade).\n  summary: string;\n  // Confidence level in the trade decision.\n  confidence: number;\n  // Current status of the trade.\n  status: TradeStatus;\n  // The symbol of the asset associated with this trade.\n  symbol: string;\n  // List of actions associated with this trade.\n  actions: {\n    // Sequence number of the action within the trade.\n    sequence: number;\n    // Type of trade action, defined by ActionType enum.\n    type: ActionType;\n    // Additional notes or comments about the action.\n    note: string;\n    // Current status of the trade action.\n    status: ActionStatus;\n  }[];\n};\n\nenum TradeSignal {\n  GOLDEN_CROSS\n\n  DEATH_CROSS\n\n  MOVING_AVERAGE_CROSSOVER\n\n  RSI_OVERBOUGHT\n\n  RSI_OVERSOLD\n\n  MACD_CROSSOVER\n\n  BOLLINGER_BANDS_BREAKOUT\n\n  TREND_REVERSAL\n\n  PRICE_ACTION\n\n  IMPLIED_VOLATILITY_SURGE\n\n  BREAKOUT_ABOVE_RESISTANCE\n\n  BREAKDOWN_BELOW_SUPPORT\n\n  SUPPORT_LEVEL_HOLD\n\n  RESISTANCE_LEVEL_HOLD\n\n  FIBONACCI_RETRACEMENT\n\n  STOCHASTIC_OVERSOLD\n\n  STOCHASTIC_OVERBOUGHT\n\n  PIVOT_POINT\n\n  VOLUME_SURGE\n\n  MEAN_REVERSION_LEVEL\n\n  NEWS_SENTIMENT_CHANGE\n\n  SENTIMENT_ANALYSIS_TRIGGER\n\n  GAP_AND_GO_LONG\n\n  GAP_AND_GO_SHORT\n\n  GAP_FADE_LONG\n\n  GAP_FADE_SHORT\n\n  ORB_BREAKOUT\n\n  ORB_BREAKDOWN\n\n  VWAP_BOUNCE\n\n  VWAP_REJECTION\n\n  NO_EARLY_SIGNAL\n\n  NO_SIGNAL\n}\n\nenum TradeStrategy {\n  TECHNICAL_ANALYSIS\n\n  TREND_FOLLOWING\n\n  MEAN_REVERSION\n\n  MOMENTUM_STRATEGY\n\n  NEWS_BASED_STRATEGY\n\n  SCALPING\n\n  VOLATILITY_TRADING\n\n  EVENT_DRIVEN\n\n  BREAKOUT_STRATEGY\n\n  ORDER_FLOW_TRADING\n\n  OPTIONS_SPREAD\n\n  NO_STRATEGY\n}\n\nenum TradeStatus {\n  PENDING\n\n  OPEN\n\n  PARTIAL\n\n  COMPLETED\n\n  CANCELED\n}\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
+export declare const TradeTypeString = "\n// Your response should adhere to the following type definition for the \"Trade\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Trade = {\n  // Signal that triggered the trade.\n  signal: TradeSignal;\n  // Strategy used to execute the trade.\n  strategy: TradeStrategy;\n  // summary of the trade decision (this should be a short description of the trade).\n  summary: string;\n  // Confidence level in the trade decision.\n  confidence: number;\n  // Current status of the trade.\n  status: TradeStatus;\n  // The symbol of the asset associated with this trade.\n  symbol: string;\n  // List of actions associated with this trade.\n  actions: {\n    // Sequence number of the action within the trade.\n    sequence: number;\n    // Type of trade action, defined by ActionType enum.\n    type: ActionType;\n    // Additional notes or comments about the action.\n    note: string;\n    // Current status of the trade action.\n    status: ActionStatus;\n  }[];\n  // Version of the thesis this trade is acting on. Incremented when\nre-underwriting produces a new thesis (sub-project 2 spec \u00A74.5).\n  thesisVersion: number;\n  // Free-form metadata captured when status is REJECTED_BROKER /\nREJECTED_COMPLIANCE / FAILED. SEC Rule 15c3-5 forensic record\nretained per sub-project 2 spec \u00A74.7.\n  rejectionMetadata?: any;\n};\n\nenum TradeSignal {\n  GOLDEN_CROSS\n\n  DEATH_CROSS\n\n  MOVING_AVERAGE_CROSSOVER\n\n  RSI_OVERBOUGHT\n\n  RSI_OVERSOLD\n\n  MACD_CROSSOVER\n\n  BOLLINGER_BANDS_BREAKOUT\n\n  TREND_REVERSAL\n\n  PRICE_ACTION\n\n  IMPLIED_VOLATILITY_SURGE\n\n  BREAKOUT_ABOVE_RESISTANCE\n\n  BREAKDOWN_BELOW_SUPPORT\n\n  SUPPORT_LEVEL_HOLD\n\n  RESISTANCE_LEVEL_HOLD\n\n  FIBONACCI_RETRACEMENT\n\n  STOCHASTIC_OVERSOLD\n\n  STOCHASTIC_OVERBOUGHT\n\n  PIVOT_POINT\n\n  VOLUME_SURGE\n\n  MEAN_REVERSION_LEVEL\n\n  NEWS_SENTIMENT_CHANGE\n\n  SENTIMENT_ANALYSIS_TRIGGER\n\n  GAP_AND_GO_LONG\n\n  GAP_AND_GO_SHORT\n\n  GAP_FADE_LONG\n\n  GAP_FADE_SHORT\n\n  ORB_BREAKOUT\n\n  ORB_BREAKDOWN\n\n  VWAP_BOUNCE\n\n  VWAP_REJECTION\n\n  NO_EARLY_SIGNAL\n\n  NO_SIGNAL\n}\n\nenum TradeStrategy {\n  TECHNICAL_ANALYSIS\n\n  TREND_FOLLOWING\n\n  MEAN_REVERSION\n\n  MOMENTUM_STRATEGY\n\n  NEWS_BASED_STRATEGY\n\n  SCALPING\n\n  VOLATILITY_TRADING\n\n  EVENT_DRIVEN\n\n  BREAKOUT_STRATEGY\n\n  ORDER_FLOW_TRADING\n\n  OPTIONS_SPREAD\n\n  NO_STRATEGY\n}\n\nenum TradeStatus {\n  PENDING\n\n  OPEN\n\n  PARTIAL\n\n  COMPLETED\n\n  CANCELED\n\n  SUPERSEDED\n\n  REJECTED_BROKER\n\n  REJECTED_COMPLIANCE\n\n  FAILED\n}\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
 //# sourceMappingURL=Trade.d.ts.map

package/generated/typeStrings/Trade.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"Trade.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Trade.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,eAAe,81EAkK3B,CAAC"}
+{"version":3,"file":"Trade.d.ts","sourceRoot":"","sources":["../../../src/generated/typeStrings/Trade.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,eAAe,yxFAiL3B,CAAC"}

package/generated/typeStrings/Trade.js.map

@@ -1 +1 @@
-{"version":3,"file":"Trade.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Trade.ts"],"names":[],"mappings":";;;AAAa,QAAA,eAAe,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAkK9B,CAAC"}
+{"version":3,"file":"Trade.js","sourceRoot":"","sources":["../../../src/generated/typeStrings/Trade.ts"],"names":[],"mappings":";;;AAAa,QAAA,eAAe,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAiL9B,CAAC"}

package/generated/typeStrings/index.d.ts

@@ -1,7 +1,7 @@
 export declare const typeStrings: {
     readonly organization: "\n// Your response should adhere to the following type definition for the \"Organization\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Organization = {\n  // The name of the organization.\n  name: string;\n  // URL to the organization's logo image.\n  logoUrl?: string;\n  // The organization's website URL.\n  website?: string;\n  // Business structure type determining the operational model.\n  businessType?: OrgBusinessType;\n  // Jurisdiction country code (ISO 3166-1 alpha-2), e.g. \"US\", \"GB\", \"SG\".\n  jurisdiction?: string;\n  // Regulatory registration status for this organization.\n  regulatoryStatus?: RegulatoryStatus;\n  // Brief description of the organization.\n  description?: string;\n  // Default trading settings for all funds in this organization.\nFund-level overrides take precedence over these defaults.\n  tradingDefaults?: any;\n  // Default LLM provider/model configuration for all funds in this organization.\nStores: defaultProvider, miniProvider, normalProvider, advancedProvider,\nminiModel, normalModel, advancedModel, and per-provider API keys.\nFund-level llmOverrides take precedence over these defaults.\n  llmDefaults?: any;\n};\n\nenum OrgBusinessType {\n  FUND_OPERATOR\n\n  FAMILY_OFFICE\n\n  SWF\n\n  PRIVATE_OFFICE\n}\n\nenum RegulatoryStatus {\n  REGISTERED\n\n  EXEMPT\n\n  PENDING_REGISTRATION\n\n  NOT_APPLICABLE\n}\n\n";
     readonly orgMembership: "\n// Your response should adhere to the following type definition for the \"OrgMembership\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type OrgMembership = {\n  // The role assigned to this member within the organization.\n  role: OrgRole;\n};\n\nenum OrgRole {\n  OWNER\n\n  ADMIN\n\n  PORTFOLIO_MANAGER\n\n  COMPLIANCE_OFFICER\n\n  KYC_AML_OFFICER\n\n  AUDITOR\n\n  MEMBER\n}\n\n";
-    readonly fund: "\n// Your response should adhere to the following type definition for the \"Fund\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Fund = {\n  // The name of the fund.\n  name: string;\n  // A description of the fund.\n  description?: string;\n  // The lifecycle status of the fund.\n  status: FundStatus;\n  // Fund-level trading settings overrides.\nValues here take precedence over the organization's tradingDefaults.\n  tradingOverrides?: any;\n  // Fund-level LLM provider/model configuration overrides.\nValues here take precedence over the organization's llmDefaults.\nSame JSON shape as Organization.llmDefaults.\n  llmOverrides?: any;\n};\n\nenum FundStatus {\n  SETUP\n\n  ACTIVE\n\n  PAUSED\n\n  CLOSED\n}\n\n";
+    readonly fund: "\n// Your response should adhere to the following type definition for the \"Fund\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Fund = {\n  // The name of the fund.\n  name: string;\n  // A description of the fund.\n  description?: string;\n  // The lifecycle status of the fund.\n  status: FundStatus;\n  // Fund-level trading settings overrides.\nValues here take precedence over the organization's tradingDefaults.\n  tradingOverrides?: any;\n  // Fund-level LLM provider/model configuration overrides.\nValues here take precedence over the organization's llmDefaults.\nSame JSON shape as Organization.llmDefaults.\n  llmOverrides?: any;\n  // Active and recent policy overlays for this fund (charter §2.4 F4,\nsub-project 2 spec §4.4). Array of PolicyOverlayEntry. Active\noverlays are deep-merged into effectivePolicy() output. The engine\narchiver moves entries to Tier-A PolicyOverlayHistory on every\nstatus flip away from ACTIVE; steady-state size ≤ 20 entries.\n  policyOverlays?: any;\n};\n\nenum FundStatus {\n  SETUP\n\n  ACTIVE\n\n  PAUSED\n\n  CLOSED\n}\n\n";
     readonly fundAssignment: "\n// Your response should adhere to the following type definition for the \"FundAssignment\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type FundAssignment = {\n  // The role assigned to this user within the fund.\n  role: FundRole;\n};\n\nenum FundRole {\n  MANAGER\n\n  TRADER\n\n  COMPLIANCE\n\n  AUDITOR\n\n  VIEWER\n}\n\n";
     readonly investor: "\n// Your response should adhere to the following type definition for the \"Investor\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Investor = {\n  // The name of the investor.\n  name: string;\n  // The investor's email address.\n  email?: string;\n  // The type of investor.\n  type: InvestorType;\n  // The KYC verification status of the investor.\n  kycStatus: KycStatus;\n  // The investor's blockchain wallet address.\n  walletAddress?: string;\n};\n\nenum InvestorType {\n  INDIVIDUAL\n\n  INSTITUTIONAL\n\n  FUND_OF_FUNDS\n}\n\nenum KycStatus {\n  PENDING\n\n  IN_REVIEW\n\n  APPROVED\n\n  REJECTED\n\n  EXPIRED\n}\n\n";
     readonly investment: "\n// Your response should adhere to the following type definition for the \"Investment\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Investment = {\n  // Number of tokenized units held.\n  units: number;\n  // Timestamp when the investment was made.\n  investedAt: Date;\n  // The status of this investment.\n  status: InvestmentStatus;\n};\n\nenum InvestmentStatus {\n  ACTIVE\n\n  REDEEMED\n\n  SUSPENDED\n}\n\n";
@@ -17,10 +17,10 @@ export declare const typeStrings: {
     readonly authenticator: "\n// Your response should adhere to the following type definition for the \"Authenticator\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Authenticator = {\n\n};\n\n";
     readonly account: "\n// Your response should adhere to the following type definition for the \"Account\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Account = {\n  // Type of the account (e.g., OAuth provider).\n  type: string;\n  // Provider of the account (e.g., Google, GitHub).\n  provider: string;\n  // Expiration time of the access token.\n  expires_at?: number;\n  // Type of the token (e.g., Bearer).\n  token_type?: string;\n  // Scope of access granted by the token.\n  scope?: string;\n  // State of the session associated with the account.\n  session_state?: string;\n};\n\n";
     readonly verificationToken: "\n// Your response should adhere to the following type definition for the \"VerificationToken\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type VerificationToken = {\n\n};\n\n";
-    readonly customer: "\n// Your response should adhere to the following type definition for the \"Customer\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Customer = {\n  // Name of the customer.\n  name?: string;\n  // Subscription plan the customer is enrolled in.\n  plan?: SubscriptionPlan;\n  // End date of the current billing period in Stripe.\n  stripeCurrentPeriodEnd?: Date;\n  // List of users associated with the customer.\n  users: {\n    // The user's full name.\n    name?: string;\n    // The user's email address, must be unique.\n    email?: string;\n  }[];\n};\n\nenum SubscriptionPlan {\n  FREE\n\n  PRO\n\n  INSTITUTION\n}\n\n";
+    readonly customer: "\n// Your response should adhere to the following type definition for the \"Customer\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Customer = {\n  // Name of the customer.\n  name?: string;\n  // Subscription plan the customer is enrolled in.\n  plan?: SubscriptionPlan;\n  // End date of the current billing period in Stripe.\n  stripeCurrentPeriodEnd?: Date;\n  // Jurisdiction country code (ISO 3166-1 alpha-2). Captured during\nonboarding KYC for compliance scoping (sub-project 2 spec §4.6).\n  jurisdiction?: string;\n  // Risk profile category (free-string; validation in app layer).\n  riskProfile?: string;\n  // AML compliance status (free-string).\n  amlStatus?: string;\n  // Timestamp of last KYC update.\n  lastKycUpdate?: Date;\n  // List of users associated with the customer.\n  users: {\n    // The user's full name.\n    name?: string;\n    // The user's email address, must be unique.\n    email?: string;\n  }[];\n};\n\nenum SubscriptionPlan {\n  FREE\n\n  PRO\n\n  INSTITUTION\n}\n\n";
     readonly asset: "\n// Your response should adhere to the following type definition for the \"Asset\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Asset = {\n  // Ticker symbol of the asset\n  symbol: string;\n  // Full name of the asset\n  name: string;\n  // Type of the asset, defined by AssetType enum.\n  type: AssetType;\n};\n\nenum AssetType {\n  STOCK\n\n  ETF\n\n  MUTUAL_FUND\n\n  CRYPTOCURRENCY\n\n  INDEX\n\n  COMMODITY\n\n  CURRENCY\n\n  OPTION\n\n  FUTURE\n\n  BOND\n\n  WARRANT\n\n  ADR\n\n  GDR\n\n  UNIT\n\n  RIGHT\n\n  REIT\n\n  STRUCTURED_PRODUCT\n\n  SWAP\n\n  SPOT\n\n  FORWARD\n\n  OTHER\n}\n\n";
-    readonly trade: "\n// Your response should adhere to the following type definition for the \"Trade\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Trade = {\n  // Signal that triggered the trade.\n  signal: TradeSignal;\n  // Strategy used to execute the trade.\n  strategy: TradeStrategy;\n  // summary of the trade decision (this should be a short description of the trade).\n  summary: string;\n  // Confidence level in the trade decision.\n  confidence: number;\n  // Current status of the trade.\n  status: TradeStatus;\n  // The symbol of the asset associated with this trade.\n  symbol: string;\n  // List of actions associated with this trade.\n  actions: {\n    // Sequence number of the action within the trade.\n    sequence: number;\n    // Type of trade action, defined by ActionType enum.\n    type: ActionType;\n    // Additional notes or comments about the action.\n    note: string;\n    // Current status of the trade action.\n    status: ActionStatus;\n  }[];\n};\n\nenum TradeSignal {\n  GOLDEN_CROSS\n\n  DEATH_CROSS\n\n  MOVING_AVERAGE_CROSSOVER\n\n  RSI_OVERBOUGHT\n\n  RSI_OVERSOLD\n\n  MACD_CROSSOVER\n\n  BOLLINGER_BANDS_BREAKOUT\n\n  TREND_REVERSAL\n\n  PRICE_ACTION\n\n  IMPLIED_VOLATILITY_SURGE\n\n  BREAKOUT_ABOVE_RESISTANCE\n\n  BREAKDOWN_BELOW_SUPPORT\n\n  SUPPORT_LEVEL_HOLD\n\n  RESISTANCE_LEVEL_HOLD\n\n  FIBONACCI_RETRACEMENT\n\n  STOCHASTIC_OVERSOLD\n\n  STOCHASTIC_OVERBOUGHT\n\n  PIVOT_POINT\n\n  VOLUME_SURGE\n\n  MEAN_REVERSION_LEVEL\n\n  NEWS_SENTIMENT_CHANGE\n\n  SENTIMENT_ANALYSIS_TRIGGER\n\n  GAP_AND_GO_LONG\n\n  GAP_AND_GO_SHORT\n\n  GAP_FADE_LONG\n\n  GAP_FADE_SHORT\n\n  ORB_BREAKOUT\n\n  ORB_BREAKDOWN\n\n  VWAP_BOUNCE\n\n  VWAP_REJECTION\n\n  NO_EARLY_SIGNAL\n\n  NO_SIGNAL\n}\n\nenum TradeStrategy {\n  TECHNICAL_ANALYSIS\n\n  TREND_FOLLOWING\n\n  MEAN_REVERSION\n\n  MOMENTUM_STRATEGY\n\n  NEWS_BASED_STRATEGY\n\n  SCALPING\n\n  VOLATILITY_TRADING\n\n  EVENT_DRIVEN\n\n  BREAKOUT_STRATEGY\n\n  ORDER_FLOW_TRADING\n\n  OPTIONS_SPREAD\n\n  NO_STRATEGY\n}\n\nenum TradeStatus {\n  PENDING\n\n  OPEN\n\n  PARTIAL\n\n  COMPLETED\n\n  CANCELED\n}\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
-    readonly action: "\n// Your response should adhere to the following type definition for the \"Action\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Action = {\n  // Sequence number of the action within the trade.\n  sequence: number;\n  // Type of trade action, defined by ActionType enum.\n  type: ActionType;\n  // Whether the action is the primary action for the trade.\n  primary: boolean;\n  // Additional notes or comments about the action.\n  note: string;\n  // Current status of the trade action.\n  status: ActionStatus;\n};\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
+    readonly trade: "\n// Your response should adhere to the following type definition for the \"Trade\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Trade = {\n  // Signal that triggered the trade.\n  signal: TradeSignal;\n  // Strategy used to execute the trade.\n  strategy: TradeStrategy;\n  // summary of the trade decision (this should be a short description of the trade).\n  summary: string;\n  // Confidence level in the trade decision.\n  confidence: number;\n  // Current status of the trade.\n  status: TradeStatus;\n  // The symbol of the asset associated with this trade.\n  symbol: string;\n  // List of actions associated with this trade.\n  actions: {\n    // Sequence number of the action within the trade.\n    sequence: number;\n    // Type of trade action, defined by ActionType enum.\n    type: ActionType;\n    // Additional notes or comments about the action.\n    note: string;\n    // Current status of the trade action.\n    status: ActionStatus;\n  }[];\n  // Version of the thesis this trade is acting on. Incremented when\nre-underwriting produces a new thesis (sub-project 2 spec §4.5).\n  thesisVersion: number;\n  // Free-form metadata captured when status is REJECTED_BROKER /\nREJECTED_COMPLIANCE / FAILED. SEC Rule 15c3-5 forensic record\nretained per sub-project 2 spec §4.7.\n  rejectionMetadata?: any;\n};\n\nenum TradeSignal {\n  GOLDEN_CROSS\n\n  DEATH_CROSS\n\n  MOVING_AVERAGE_CROSSOVER\n\n  RSI_OVERBOUGHT\n\n  RSI_OVERSOLD\n\n  MACD_CROSSOVER\n\n  BOLLINGER_BANDS_BREAKOUT\n\n  TREND_REVERSAL\n\n  PRICE_ACTION\n\n  IMPLIED_VOLATILITY_SURGE\n\n  BREAKOUT_ABOVE_RESISTANCE\n\n  BREAKDOWN_BELOW_SUPPORT\n\n  SUPPORT_LEVEL_HOLD\n\n  RESISTANCE_LEVEL_HOLD\n\n  FIBONACCI_RETRACEMENT\n\n  STOCHASTIC_OVERSOLD\n\n  STOCHASTIC_OVERBOUGHT\n\n  PIVOT_POINT\n\n  VOLUME_SURGE\n\n  MEAN_REVERSION_LEVEL\n\n  NEWS_SENTIMENT_CHANGE\n\n  SENTIMENT_ANALYSIS_TRIGGER\n\n  GAP_AND_GO_LONG\n\n  GAP_AND_GO_SHORT\n\n  GAP_FADE_LONG\n\n  GAP_FADE_SHORT\n\n  ORB_BREAKOUT\n\n  ORB_BREAKDOWN\n\n  VWAP_BOUNCE\n\n  VWAP_REJECTION\n\n  NO_EARLY_SIGNAL\n\n  NO_SIGNAL\n}\n\nenum TradeStrategy {\n  TECHNICAL_ANALYSIS\n\n  TREND_FOLLOWING\n\n  MEAN_REVERSION\n\n  MOMENTUM_STRATEGY\n\n  NEWS_BASED_STRATEGY\n\n  SCALPING\n\n  VOLATILITY_TRADING\n\n  EVENT_DRIVEN\n\n  BREAKOUT_STRATEGY\n\n  ORDER_FLOW_TRADING\n\n  OPTIONS_SPREAD\n\n  NO_STRATEGY\n}\n\nenum TradeStatus {\n  PENDING\n\n  OPEN\n\n  PARTIAL\n\n  COMPLETED\n\n  CANCELED\n\n  SUPERSEDED\n\n  REJECTED_BROKER\n\n  REJECTED_COMPLIANCE\n\n  FAILED\n}\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
+    readonly action: "\n// Your response should adhere to the following type definition for the \"Action\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Action = {\n  // Sequence number of the action within the trade.\n  sequence: number;\n  // Type of trade action, defined by ActionType enum.\n  type: ActionType;\n  // Whether the action is the primary action for the trade.\n  primary: boolean;\n  // Additional notes or comments about the action.\n  note: string;\n  // Current status of the trade action.\n  status: ActionStatus;\n  // Version of the thesis this action is acting on. Incremented when\nre-underwriting produces a new thesis (sub-project 2 spec §4.5).\n  thesisVersion: number;\n};\n\nenum ActionType {\n  BUY\n\n  BUY_OPTION\n\n  EXERCISE_OPTION\n\n  SELL\n\n  CANCEL\n\n  ADJUST\n\n  HEDGE\n}\n\nenum ActionStatus {\n  STAGED\n\n  PENDING\n\n  EXECUTED\n\n  COMPLETED\n\n  CANCELED\n}\n\n";
     readonly alert: "\n// Your response should adhere to the following type definition for the \"Alert\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type Alert = {\n  // Title/summary of the alert.\n  title?: string;\n  // Message content of the alert.\n  message: string;\n  // Type of the alert, defined by AlertType enum.\n  type: AlertType;\n  // Severity level of the alert, defined by AlertSeverity enum.\n  severity: AlertSeverity;\n  // Category/domain of the alert, defined by AlertCategory enum.\n  category: AlertCategory;\n  // Lifecycle status of the alert, defined by AlertStatus enum.\n  status: AlertStatus;\n  // Indicates whether the alert has been read by the user.\n  isRead: boolean;\n  // Number of retry attempts for alert-related operations.\n  retryCount: number;\n  // Additional metadata for the alert stored as JSON.\n  metadata?: any;\n};\n\nenum AlertType {\n  SUCCESS\n\n  WARNING\n\n  ERROR\n\n  INFO\n}\n\nenum AlertSeverity {\n  LOW\n\n  MEDIUM\n\n  HIGH\n\n  CRITICAL\n}\n\nenum AlertCategory {\n  EVENT_RISK\n\n  MARKET_RISK\n\n  SYSTEM\n\n  TRADE\n\n  PORTFOLIO\n}\n\nenum AlertStatus {\n  ACTIVE\n\n  ACKNOWLEDGED\n\n  RESOLVED\n\n  SUPPRESSED\n}\n\n";
     readonly newsArticle: "\n// Your response should adhere to the following type definition for the \"NewsArticle\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type NewsArticle = {\n  // Title of the news article.\n  title: string;\n  // Full content of the news article.\n  content?: string;\n  // Source of the news article (e.g., Bloomberg, Reuters).\n  source: string;\n  // Domain of the source website.\n  sourceDomain?: string;\n  // URL to the original news article, must be unique.\n  url: string;\n  // Sentiment analysis result of the article.\n  sentiment: string;\n  // List of authors who wrote the article.\n  authors: string[];\n  // Summary or abstract of the news article.\n  summary?: string;\n  // URL to the banner image of the article.\n  bannerImage?: string;\n  // Publication time of the article.\n  timePublished: string;\n  // Category or genre of the news article.\n  category?: string;\n  // Topics covered in the news article.\n  topics: string[];\n  // URL to the logo image of the news source.\n  logo?: string;\n};\n\n";
     readonly newsArticleAssetSentiment: "\n// Your response should adhere to the following type definition for the \"NewsArticleAssetSentiment\" type.\n// Importantly, DO NOT include any annotations in your response (i.e., remove the ones we have provided for your reference below).\n\nexport type NewsArticleAssetSentiment = {\n  // URL of the news article, must be unique.\n  url: string;\n  // Relation to the Asset model.\n  asset?: {\n    // Ticker symbol of the asset\n    symbol: string;\n    // Full name of the asset\n    name: string;\n    // Type of the asset, defined by AssetType enum.\n    type: AssetType;\n  };\n  // Relevancy score indicating how relevant the news is to the asset.\n  relevancyScore?: string;\n  // Sentiment score derived from the news content.\n  sentimentScore?: string;\n  // Label indicating the overall sentiment (e.g., Positive, Negative, Neutral).\n  sentimentLabel?: string;\n};\n\nenum AssetType {\n  STOCK\n\n  ETF\n\n  MUTUAL_FUND\n\n  CRYPTOCURRENCY\n\n  INDEX\n\n  COMMODITY\n\n  CURRENCY\n\n  OPTION\n\n  FUTURE\n\n  BOND\n\n  WARRANT\n\n  ADR\n\n  GDR\n\n  UNIT\n\n  RIGHT\n\n  REIT\n\n  STRUCTURED_PRODUCT\n\n  SWAP\n\n  SPOT\n\n  FORWARD\n\n  OTHER\n}\n\n";