@adaptic/utils 0.1.49 → 0.1.50

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Files changed (137) hide show
  1. package/dist/index.cjs +58226 -229
  2. package/dist/index.cjs.map +1 -1
  3. package/dist/index.mjs +58193 -229
  4. package/dist/index.mjs.map +1 -1
  5. package/dist/types/alpaca/client.d.ts +105 -0
  6. package/dist/types/alpaca/client.d.ts.map +1 -0
  7. package/dist/types/alpaca/crypto/data.d.ts +281 -0
  8. package/dist/types/alpaca/crypto/data.d.ts.map +1 -0
  9. package/dist/types/alpaca/crypto/index.d.ts +75 -0
  10. package/dist/types/alpaca/crypto/index.d.ts.map +1 -0
  11. package/dist/types/alpaca/crypto/orders.d.ts +221 -0
  12. package/dist/types/alpaca/crypto/orders.d.ts.map +1 -0
  13. package/dist/types/alpaca/index.d.ts +204 -0
  14. package/dist/types/alpaca/index.d.ts.map +1 -0
  15. package/dist/types/alpaca/market-data/bars.d.ts +142 -0
  16. package/dist/types/alpaca/market-data/bars.d.ts.map +1 -0
  17. package/dist/types/alpaca/market-data/index.d.ts +13 -0
  18. package/dist/types/alpaca/market-data/index.d.ts.map +1 -0
  19. package/dist/types/alpaca/market-data/news.d.ts +87 -0
  20. package/dist/types/alpaca/market-data/news.d.ts.map +1 -0
  21. package/dist/types/alpaca/market-data/quotes.d.ts +85 -0
  22. package/dist/types/alpaca/market-data/quotes.d.ts.map +1 -0
  23. package/dist/types/alpaca/market-data/trades.d.ts +98 -0
  24. package/dist/types/alpaca/market-data/trades.d.ts.map +1 -0
  25. package/dist/types/alpaca/options/contracts.d.ts +279 -0
  26. package/dist/types/alpaca/options/contracts.d.ts.map +1 -0
  27. package/dist/types/alpaca/options/data.d.ts +126 -0
  28. package/dist/types/alpaca/options/data.d.ts.map +1 -0
  29. package/dist/types/alpaca/options/index.d.ts +17 -0
  30. package/dist/types/alpaca/options/index.d.ts.map +1 -0
  31. package/dist/types/alpaca/options/orders.d.ts +366 -0
  32. package/dist/types/alpaca/options/orders.d.ts.map +1 -0
  33. package/dist/types/alpaca/options/strategies.d.ts +224 -0
  34. package/dist/types/alpaca/options/strategies.d.ts.map +1 -0
  35. package/dist/types/alpaca/streams/base-stream.d.ts +143 -0
  36. package/dist/types/alpaca/streams/base-stream.d.ts.map +1 -0
  37. package/dist/types/alpaca/streams/crypto-stream.d.ts +173 -0
  38. package/dist/types/alpaca/streams/crypto-stream.d.ts.map +1 -0
  39. package/dist/types/alpaca/streams/index.d.ts +54 -0
  40. package/dist/types/alpaca/streams/index.d.ts.map +1 -0
  41. package/dist/types/alpaca/streams/option-stream.d.ts +167 -0
  42. package/dist/types/alpaca/streams/option-stream.d.ts.map +1 -0
  43. package/dist/types/alpaca/streams/stock-stream.d.ts +176 -0
  44. package/dist/types/alpaca/streams/stock-stream.d.ts.map +1 -0
  45. package/dist/types/alpaca/streams/stream-manager.d.ts +277 -0
  46. package/dist/types/alpaca/streams/stream-manager.d.ts.map +1 -0
  47. package/dist/types/alpaca/streams/trading-stream.d.ts +186 -0
  48. package/dist/types/alpaca/streams/trading-stream.d.ts.map +1 -0
  49. package/dist/types/alpaca/trading/account.d.ts +198 -0
  50. package/dist/types/alpaca/trading/account.d.ts.map +1 -0
  51. package/dist/types/alpaca/trading/bracket-orders.d.ts +162 -0
  52. package/dist/types/alpaca/trading/bracket-orders.d.ts.map +1 -0
  53. package/dist/types/alpaca/trading/clock.d.ts +99 -0
  54. package/dist/types/alpaca/trading/clock.d.ts.map +1 -0
  55. package/dist/types/alpaca/trading/index.d.ts +15 -0
  56. package/dist/types/alpaca/trading/index.d.ts.map +1 -0
  57. package/dist/types/alpaca/trading/oco-orders.d.ts +203 -0
  58. package/dist/types/alpaca/trading/oco-orders.d.ts.map +1 -0
  59. package/dist/types/alpaca/trading/order-utils.d.ts +404 -0
  60. package/dist/types/alpaca/trading/order-utils.d.ts.map +1 -0
  61. package/dist/types/alpaca/trading/orders.d.ts +199 -0
  62. package/dist/types/alpaca/trading/orders.d.ts.map +1 -0
  63. package/dist/types/alpaca/trading/oto-orders.d.ts +282 -0
  64. package/dist/types/alpaca/trading/oto-orders.d.ts.map +1 -0
  65. package/dist/types/alpaca/trading/positions.d.ts +389 -0
  66. package/dist/types/alpaca/trading/positions.d.ts.map +1 -0
  67. package/dist/types/alpaca/trading/smart-orders.d.ts +301 -0
  68. package/dist/types/alpaca/trading/smart-orders.d.ts.map +1 -0
  69. package/dist/types/alpaca/trading/trailing-stops.d.ts +247 -0
  70. package/dist/types/alpaca/trading/trailing-stops.d.ts.map +1 -0
  71. package/dist/types/config/api-endpoints.d.ts +94 -0
  72. package/dist/types/config/api-endpoints.d.ts.map +1 -0
  73. package/dist/types/errors/index.d.ts +130 -0
  74. package/dist/types/errors/index.d.ts.map +1 -0
  75. package/dist/types/examples/rate-limiter-example.d.ts +7 -0
  76. package/dist/types/examples/rate-limiter-example.d.ts.map +1 -0
  77. package/dist/types/http-timeout.d.ts +37 -0
  78. package/dist/types/http-timeout.d.ts.map +1 -0
  79. package/dist/types/index.d.ts +9 -0
  80. package/dist/types/index.d.ts.map +1 -1
  81. package/dist/types/logger.d.ts +68 -0
  82. package/dist/types/logger.d.ts.map +1 -0
  83. package/dist/types/massive.d.ts +167 -0
  84. package/dist/types/massive.d.ts.map +1 -0
  85. package/dist/types/rate-limiter.d.ts +173 -0
  86. package/dist/types/rate-limiter.d.ts.map +1 -0
  87. package/dist/types/risk-free-rate.d.ts +153 -0
  88. package/dist/types/risk-free-rate.d.ts.map +1 -0
  89. package/dist/types/schemas/alpaca-schemas.d.ts +779 -0
  90. package/dist/types/schemas/alpaca-schemas.d.ts.map +1 -0
  91. package/dist/types/schemas/alphavantage-schemas.d.ts +255 -0
  92. package/dist/types/schemas/alphavantage-schemas.d.ts.map +1 -0
  93. package/dist/types/schemas/index.d.ts +21 -0
  94. package/dist/types/schemas/index.d.ts.map +1 -0
  95. package/dist/types/schemas/massive-schemas.d.ts +561 -0
  96. package/dist/types/schemas/massive-schemas.d.ts.map +1 -0
  97. package/dist/types/schemas/validate-response.d.ts +88 -0
  98. package/dist/types/schemas/validate-response.d.ts.map +1 -0
  99. package/dist/types/trading-policy/defaults/default-trading-policy.d.ts +29 -0
  100. package/dist/types/trading-policy/defaults/default-trading-policy.d.ts.map +1 -0
  101. package/dist/types/trading-policy/enums.d.ts +85 -0
  102. package/dist/types/trading-policy/enums.d.ts.map +1 -0
  103. package/dist/types/trading-policy/index.d.ts +13 -2
  104. package/dist/types/trading-policy/index.d.ts.map +1 -1
  105. package/dist/types/trading-policy/schemas/asset-universe-prefs.schema.d.ts +182 -0
  106. package/dist/types/trading-policy/schemas/asset-universe-prefs.schema.d.ts.map +1 -0
  107. package/dist/types/trading-policy/schemas/audit-notification-prefs.schema.d.ts +112 -0
  108. package/dist/types/trading-policy/schemas/audit-notification-prefs.schema.d.ts.map +1 -0
  109. package/dist/types/trading-policy/schemas/autonomy-prefs.schema.d.ts +369 -0
  110. package/dist/types/trading-policy/schemas/autonomy-prefs.schema.d.ts.map +1 -0
  111. package/dist/types/trading-policy/schemas/effective-policy.schema.d.ts +1703 -0
  112. package/dist/types/trading-policy/schemas/effective-policy.schema.d.ts.map +1 -0
  113. package/dist/types/trading-policy/schemas/execution-prefs.schema.d.ts +122 -0
  114. package/dist/types/trading-policy/schemas/execution-prefs.schema.d.ts.map +1 -0
  115. package/dist/types/trading-policy/schemas/index.d.ts +13 -0
  116. package/dist/types/trading-policy/schemas/index.d.ts.map +1 -0
  117. package/dist/types/trading-policy/schemas/model-prefs.schema.d.ts +249 -0
  118. package/dist/types/trading-policy/schemas/model-prefs.schema.d.ts.map +1 -0
  119. package/dist/types/trading-policy/schemas/overlay-response-prefs.schema.d.ts +217 -0
  120. package/dist/types/trading-policy/schemas/overlay-response-prefs.schema.d.ts.map +1 -0
  121. package/dist/types/trading-policy/schemas/policy-mutation.schema.d.ts +3031 -0
  122. package/dist/types/trading-policy/schemas/policy-mutation.schema.d.ts.map +1 -0
  123. package/dist/types/trading-policy/schemas/portfolio-construction-prefs.schema.d.ts +258 -0
  124. package/dist/types/trading-policy/schemas/portfolio-construction-prefs.schema.d.ts.map +1 -0
  125. package/dist/types/trading-policy/schemas/position-management-prefs.schema.d.ts +218 -0
  126. package/dist/types/trading-policy/schemas/position-management-prefs.schema.d.ts.map +1 -0
  127. package/dist/types/trading-policy/schemas/risk-budget-prefs.schema.d.ts +188 -0
  128. package/dist/types/trading-policy/schemas/risk-budget-prefs.schema.d.ts.map +1 -0
  129. package/dist/types/trading-policy/schemas/signal-consumption-prefs.schema.d.ts +274 -0
  130. package/dist/types/trading-policy/schemas/signal-consumption-prefs.schema.d.ts.map +1 -0
  131. package/dist/types/types/alpaca-types.d.ts +108 -17
  132. package/dist/types/types/alpaca-types.d.ts.map +1 -1
  133. package/dist/types/utils/paginator.d.ts +154 -0
  134. package/dist/types/utils/paginator.d.ts.map +1 -0
  135. package/dist/types/utils/retry.d.ts +83 -0
  136. package/dist/types/utils/retry.d.ts.map +1 -0
  137. package/package.json +5 -1
@@ -0,0 +1,85 @@
1
+ /**
2
+ * Mirror enums for the trading policy preference system.
3
+ * These enums are used by both the trading engine and the frontend app
4
+ * for shared validation and type safety across packages.
5
+ */
6
+ /** Controls the level of automation for trade execution decisions. */
7
+ export declare enum AutonomyMode {
8
+ ADVISORY_ONLY = "ADVISORY_ONLY",
9
+ EXECUTION_ON_APPROVAL = "EXECUTION_ON_APPROVAL",
10
+ SEMI_AUTONOMOUS = "SEMI_AUTONOMOUS",
11
+ FULLY_AUTONOMOUS = "FULLY_AUTONOMOUS",
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+ EMERGENCY_SAFE_MODE = "EMERGENCY_SAFE_MODE"
13
+ }
14
+ /** Categorizes protective overlay triggers that modify trading behavior. */
15
+ export declare enum OverlayType {
16
+ BLACK_SWAN = "BLACK_SWAN",
17
+ VOLATILITY_REGIME = "VOLATILITY_REGIME",
18
+ SECTOR_DETERIORATION = "SECTOR_DETERIORATION",
19
+ DRAWDOWN_BREACH = "DRAWDOWN_BREACH",
20
+ CORRELATION_SPIKE = "CORRELATION_SPIKE",
21
+ LIQUIDITY_STRESS = "LIQUIDITY_STRESS",
22
+ EXCHANGE_DEGRADATION = "EXCHANGE_DEGRADATION",
23
+ DATA_QUALITY = "DATA_QUALITY",
24
+ NEWS_EVENT_RISK = "NEWS_EVENT_RISK",
25
+ RATES_BONDS_STRESS = "RATES_BONDS_STRESS",
26
+ MANUAL_OVERRIDE = "MANUAL_OVERRIDE",
27
+ INCIDENT_RESPONSE = "INCIDENT_RESPONSE"
28
+ }
29
+ /** Severity level for an active overlay. */
30
+ export declare enum OverlaySeverity {
31
+ LOW = "LOW",
32
+ MEDIUM = "MEDIUM",
33
+ HIGH = "HIGH",
34
+ CRITICAL = "CRITICAL"
35
+ }
36
+ /** Lifecycle status of an overlay instance. */
37
+ export declare enum OverlayStatus {
38
+ ACTIVE = "ACTIVE",
39
+ EXPIRED = "EXPIRED",
40
+ DEACTIVATED = "DEACTIVATED",
41
+ SUPERSEDED = "SUPERSEDED"
42
+ }
43
+ /** The action outcome chosen by the decision engine for a given signal. */
44
+ export declare enum DecisionOutcome {
45
+ DO_NOTHING = "DO_NOTHING",
46
+ OPEN_POSITION = "OPEN_POSITION",
47
+ ADD_TO_POSITION = "ADD_TO_POSITION",
48
+ REDUCE_POSITION = "REDUCE_POSITION",
49
+ CLOSE_POSITION = "CLOSE_POSITION",
50
+ REVERSE_POSITION = "REVERSE_POSITION",
51
+ MODIFY_ORDERS = "MODIFY_ORDERS",
52
+ CANCEL_ORDERS = "CANCEL_ORDERS",
53
+ REBALANCE = "REBALANCE",
54
+ MUTATE_POLICY = "MUTATE_POLICY",
55
+ ESCALATE_FOR_APPROVAL = "ESCALATE_FOR_APPROVAL",
56
+ SKIP_INELIGIBLE = "SKIP_INELIGIBLE"
57
+ }
58
+ /** Tracks the execution lifecycle of a decision record. */
59
+ export declare enum DecisionRecordStatus {
60
+ PENDING = "PENDING",
61
+ EXECUTING = "EXECUTING",
62
+ COMPLETED = "COMPLETED",
63
+ FAILED = "FAILED",
64
+ CANCELLED = "CANCELLED",
65
+ ESCALATED = "ESCALATED"
66
+ }
67
+ /** Tracks the P&L outcome of a decision for memory/learning purposes. */
68
+ export declare enum DecisionMemoryOutcome {
69
+ PENDING = "PENDING",
70
+ PROFITABLE = "PROFITABLE",
71
+ UNPROFITABLE = "UNPROFITABLE",
72
+ STOPPED_OUT = "STOPPED_OUT",
73
+ CANCELLED = "CANCELLED"
74
+ }
75
+ /** Supported LLM providers for model-based decision making. */
76
+ export declare enum LlmProvider {
77
+ OPENAI = "OPENAI",
78
+ ANTHROPIC = "ANTHROPIC",
79
+ DEEPSEEK = "DEEPSEEK",
80
+ KIMI = "KIMI",
81
+ QWEN = "QWEN",
82
+ XAI = "XAI",
83
+ GEMINI = "GEMINI"
84
+ }
85
+ //# sourceMappingURL=enums.d.ts.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"enums.d.ts","sourceRoot":"","sources":["../../../src/trading-policy/enums.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,sEAAsE;AACtE,oBAAY,YAAY;IACtB,aAAa,kBAAkB;IAC/B,qBAAqB,0BAA0B;IAC/C,eAAe,oBAAoB;IACnC,gBAAgB,qBAAqB;IACrC,mBAAmB,wBAAwB;CAC5C;AAED,4EAA4E;AAC5E,oBAAY,WAAW;IACrB,UAAU,eAAe;IACzB,iBAAiB,sBAAsB;IACvC,oBAAoB,yBAAyB;IAC7C,eAAe,oBAAoB;IACnC,iBAAiB,sBAAsB;IACvC,gBAAgB,qBAAqB;IACrC,oBAAoB,yBAAyB;IAC7C,YAAY,iBAAiB;IAC7B,eAAe,oBAAoB;IACnC,kBAAkB,uBAAuB;IACzC,eAAe,oBAAoB;IACnC,iBAAiB,sBAAsB;CACxC;AAED,4CAA4C;AAC5C,oBAAY,eAAe;IACzB,GAAG,QAAQ;IACX,MAAM,WAAW;IACjB,IAAI,SAAS;IACb,QAAQ,aAAa;CACtB;AAED,+CAA+C;AAC/C,oBAAY,aAAa;IACvB,MAAM,WAAW;IACjB,OAAO,YAAY;IACnB,WAAW,gBAAgB;IAC3B,UAAU,eAAe;CAC1B;AAED,2EAA2E;AAC3E,oBAAY,eAAe;IACzB,UAAU,eAAe;IACzB,aAAa,kBAAkB;IAC/B,eAAe,oBAAoB;IACnC,eAAe,oBAAoB;IACnC,cAAc,mBAAmB;IACjC,gBAAgB,qBAAqB;IACrC,aAAa,kBAAkB;IAC/B,aAAa,kBAAkB;IAC/B,SAAS,cAAc;IACvB,aAAa,kBAAkB;IAC/B,qBAAqB,0BAA0B;IAC/C,eAAe,oBAAoB;CACpC;AAED,2DAA2D;AAC3D,oBAAY,oBAAoB;IAC9B,OAAO,YAAY;IACnB,SAAS,cAAc;IACvB,SAAS,cAAc;IACvB,MAAM,WAAW;IACjB,SAAS,cAAc;IACvB,SAAS,cAAc;CACxB;AAED,yEAAyE;AACzE,oBAAY,qBAAqB;IAC/B,OAAO,YAAY;IACnB,UAAU,eAAe;IACzB,YAAY,iBAAiB;IAC7B,WAAW,gBAAgB;IAC3B,SAAS,cAAc;CACxB;AAED,+DAA+D;AAC/D,oBAAY,WAAW;IACrB,MAAM,WAAW;IACjB,SAAS,cAAc;IACvB,QAAQ,aAAa;IACrB,IAAI,SAAS;IACb,IAAI,SAAS;IACb,GAAG,QAAQ;IACX,MAAM,WAAW;CAClB"}
@@ -1,8 +1,19 @@
1
1
  /**
2
2
  * Trading-policy module: canonical `TradingPolicyJson` shape and
3
- * utils-tuned defaults for short-horizon day trading / scalping.
3
+ * utils-tuned defaults for short-horizon day trading / scalping,
4
+ * plus the SR-ported schema-based `EffectiveTradingPolicy` surface.
4
5
  *
5
- * @see ./defaults type + constants
6
+ * Two surfaces coexist for backwards compatibility:
7
+ * - `./defaults` (legacy) — `DEFAULT_TRADING_POLICY_UTILS_TUNED`,
8
+ * `getUtilsTunedTradingPolicy`, `TradingPolicyJson`. Used by
9
+ * consumers that pre-date the SR refactor.
10
+ * - `./schemas` + `./defaults/default-trading-policy` (SR-ported) —
11
+ * Zod-validated `EffectiveTradingPolicy` with `AutonomyMode`,
12
+ * `OverlayType`, and 12+ sub-preference schemas. Used by the
13
+ * fund-policy editor and engine `effectivePolicy()`.
6
14
  */
7
15
  export * from "./defaults";
16
+ export * from "./enums";
17
+ export * from "./schemas";
18
+ export { DEFAULT_TRADING_POLICY as DEFAULT_TRADING_POLICY_SCHEMA_BASED } from "./defaults/default-trading-policy";
8
19
  //# sourceMappingURL=index.d.ts.map
@@ -1 +1 @@
1
- {"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/trading-policy/index.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AACH,cAAc,YAAY,CAAC"}
1
+ {"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/trading-policy/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;GAaG;AACH,cAAc,YAAY,CAAC;AAC3B,cAAc,SAAS,CAAC;AACxB,cAAc,WAAW,CAAC;AAC1B,OAAO,EAAE,sBAAsB,IAAI,mCAAmC,EAAE,MAAM,mCAAmC,CAAC"}
@@ -0,0 +1,182 @@
1
+ import { z } from "zod";
2
+ /**
3
+ * Asset universe preferences schema (section 7.2).
4
+ * Defines which instruments, exchanges, sectors, and market segments
5
+ * the account is permitted to trade, along with liquidity and eligibility filters.
6
+ *
7
+ * The raw ZodObject variant (`AssetUniversePrefsObjectSchema`) is exported
8
+ * for use with `deepPartial()`, which requires a ZodObject (not ZodDefault).
9
+ */
10
+ export declare const AssetUniversePrefsObjectSchema: z.ZodObject<{
11
+ equitiesDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short", "market_neutral"]>>;
12
+ etfsDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short"]>>;
13
+ cryptoDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short"]>>;
14
+ optionsDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short"]>>;
15
+ allowedExchanges: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
16
+ deniedExchanges: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
17
+ allowedCountries: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
18
+ deniedCountries: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
19
+ allowedSectors: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
20
+ deniedSectors: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
21
+ allowedSymbols: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
22
+ deniedSymbols: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
23
+ cryptoSpotOnly: z.ZodDefault<z.ZodBoolean>;
24
+ allowedCryptoPairs: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
25
+ deniedCryptoPairs: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
26
+ minMarketCapMillions: z.ZodDefault<z.ZodNumber>;
27
+ minAvgDailyVolume: z.ZodDefault<z.ZodNumber>;
28
+ minPrice: z.ZodDefault<z.ZodNumber>;
29
+ maxPrice: z.ZodDefault<z.ZodNumber>;
30
+ maxSpreadPct: z.ZodDefault<z.ZodNumber>;
31
+ minLiquidityScore: z.ZodDefault<z.ZodNumber>;
32
+ leveragedEtfsEnabled: z.ZodDefault<z.ZodBoolean>;
33
+ inverseEtfsEnabled: z.ZodDefault<z.ZodBoolean>;
34
+ memeStocksEnabled: z.ZodDefault<z.ZodBoolean>;
35
+ ipoParticipationEnabled: z.ZodDefault<z.ZodBoolean>;
36
+ borrowAvailabilityRequired: z.ZodDefault<z.ZodBoolean>;
37
+ maxBorrowFeePct: z.ZodDefault<z.ZodNumber>;
38
+ }, "strip", z.ZodTypeAny, {
39
+ equitiesDirection: "long_only" | "long_short" | "market_neutral";
40
+ etfsDirection: "long_only" | "long_short";
41
+ cryptoDirection: "long_only" | "long_short";
42
+ optionsDirection: "long_only" | "long_short";
43
+ allowedExchanges: string[];
44
+ deniedExchanges: string[];
45
+ allowedCountries: string[];
46
+ deniedCountries: string[];
47
+ allowedSectors: string[];
48
+ deniedSectors: string[];
49
+ allowedSymbols: string[];
50
+ deniedSymbols: string[];
51
+ cryptoSpotOnly: boolean;
52
+ allowedCryptoPairs: string[];
53
+ deniedCryptoPairs: string[];
54
+ minMarketCapMillions: number;
55
+ minAvgDailyVolume: number;
56
+ minPrice: number;
57
+ maxPrice: number;
58
+ maxSpreadPct: number;
59
+ minLiquidityScore: number;
60
+ leveragedEtfsEnabled: boolean;
61
+ inverseEtfsEnabled: boolean;
62
+ memeStocksEnabled: boolean;
63
+ ipoParticipationEnabled: boolean;
64
+ borrowAvailabilityRequired: boolean;
65
+ maxBorrowFeePct: number;
66
+ }, {
67
+ equitiesDirection?: "long_only" | "long_short" | "market_neutral" | undefined;
68
+ etfsDirection?: "long_only" | "long_short" | undefined;
69
+ cryptoDirection?: "long_only" | "long_short" | undefined;
70
+ optionsDirection?: "long_only" | "long_short" | undefined;
71
+ allowedExchanges?: string[] | undefined;
72
+ deniedExchanges?: string[] | undefined;
73
+ allowedCountries?: string[] | undefined;
74
+ deniedCountries?: string[] | undefined;
75
+ allowedSectors?: string[] | undefined;
76
+ deniedSectors?: string[] | undefined;
77
+ allowedSymbols?: string[] | undefined;
78
+ deniedSymbols?: string[] | undefined;
79
+ cryptoSpotOnly?: boolean | undefined;
80
+ allowedCryptoPairs?: string[] | undefined;
81
+ deniedCryptoPairs?: string[] | undefined;
82
+ minMarketCapMillions?: number | undefined;
83
+ minAvgDailyVolume?: number | undefined;
84
+ minPrice?: number | undefined;
85
+ maxPrice?: number | undefined;
86
+ maxSpreadPct?: number | undefined;
87
+ minLiquidityScore?: number | undefined;
88
+ leveragedEtfsEnabled?: boolean | undefined;
89
+ inverseEtfsEnabled?: boolean | undefined;
90
+ memeStocksEnabled?: boolean | undefined;
91
+ ipoParticipationEnabled?: boolean | undefined;
92
+ borrowAvailabilityRequired?: boolean | undefined;
93
+ maxBorrowFeePct?: number | undefined;
94
+ }>;
95
+ export declare const AssetUniversePrefsSchema: z.ZodDefault<z.ZodObject<{
96
+ equitiesDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short", "market_neutral"]>>;
97
+ etfsDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short"]>>;
98
+ cryptoDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short"]>>;
99
+ optionsDirection: z.ZodDefault<z.ZodEnum<["long_only", "long_short"]>>;
100
+ allowedExchanges: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
101
+ deniedExchanges: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
102
+ allowedCountries: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
103
+ deniedCountries: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
104
+ allowedSectors: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
105
+ deniedSectors: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
106
+ allowedSymbols: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
107
+ deniedSymbols: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
108
+ cryptoSpotOnly: z.ZodDefault<z.ZodBoolean>;
109
+ allowedCryptoPairs: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
110
+ deniedCryptoPairs: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
111
+ minMarketCapMillions: z.ZodDefault<z.ZodNumber>;
112
+ minAvgDailyVolume: z.ZodDefault<z.ZodNumber>;
113
+ minPrice: z.ZodDefault<z.ZodNumber>;
114
+ maxPrice: z.ZodDefault<z.ZodNumber>;
115
+ maxSpreadPct: z.ZodDefault<z.ZodNumber>;
116
+ minLiquidityScore: z.ZodDefault<z.ZodNumber>;
117
+ leveragedEtfsEnabled: z.ZodDefault<z.ZodBoolean>;
118
+ inverseEtfsEnabled: z.ZodDefault<z.ZodBoolean>;
119
+ memeStocksEnabled: z.ZodDefault<z.ZodBoolean>;
120
+ ipoParticipationEnabled: z.ZodDefault<z.ZodBoolean>;
121
+ borrowAvailabilityRequired: z.ZodDefault<z.ZodBoolean>;
122
+ maxBorrowFeePct: z.ZodDefault<z.ZodNumber>;
123
+ }, "strip", z.ZodTypeAny, {
124
+ equitiesDirection: "long_only" | "long_short" | "market_neutral";
125
+ etfsDirection: "long_only" | "long_short";
126
+ cryptoDirection: "long_only" | "long_short";
127
+ optionsDirection: "long_only" | "long_short";
128
+ allowedExchanges: string[];
129
+ deniedExchanges: string[];
130
+ allowedCountries: string[];
131
+ deniedCountries: string[];
132
+ allowedSectors: string[];
133
+ deniedSectors: string[];
134
+ allowedSymbols: string[];
135
+ deniedSymbols: string[];
136
+ cryptoSpotOnly: boolean;
137
+ allowedCryptoPairs: string[];
138
+ deniedCryptoPairs: string[];
139
+ minMarketCapMillions: number;
140
+ minAvgDailyVolume: number;
141
+ minPrice: number;
142
+ maxPrice: number;
143
+ maxSpreadPct: number;
144
+ minLiquidityScore: number;
145
+ leveragedEtfsEnabled: boolean;
146
+ inverseEtfsEnabled: boolean;
147
+ memeStocksEnabled: boolean;
148
+ ipoParticipationEnabled: boolean;
149
+ borrowAvailabilityRequired: boolean;
150
+ maxBorrowFeePct: number;
151
+ }, {
152
+ equitiesDirection?: "long_only" | "long_short" | "market_neutral" | undefined;
153
+ etfsDirection?: "long_only" | "long_short" | undefined;
154
+ cryptoDirection?: "long_only" | "long_short" | undefined;
155
+ optionsDirection?: "long_only" | "long_short" | undefined;
156
+ allowedExchanges?: string[] | undefined;
157
+ deniedExchanges?: string[] | undefined;
158
+ allowedCountries?: string[] | undefined;
159
+ deniedCountries?: string[] | undefined;
160
+ allowedSectors?: string[] | undefined;
161
+ deniedSectors?: string[] | undefined;
162
+ allowedSymbols?: string[] | undefined;
163
+ deniedSymbols?: string[] | undefined;
164
+ cryptoSpotOnly?: boolean | undefined;
165
+ allowedCryptoPairs?: string[] | undefined;
166
+ deniedCryptoPairs?: string[] | undefined;
167
+ minMarketCapMillions?: number | undefined;
168
+ minAvgDailyVolume?: number | undefined;
169
+ minPrice?: number | undefined;
170
+ maxPrice?: number | undefined;
171
+ maxSpreadPct?: number | undefined;
172
+ minLiquidityScore?: number | undefined;
173
+ leveragedEtfsEnabled?: boolean | undefined;
174
+ inverseEtfsEnabled?: boolean | undefined;
175
+ memeStocksEnabled?: boolean | undefined;
176
+ ipoParticipationEnabled?: boolean | undefined;
177
+ borrowAvailabilityRequired?: boolean | undefined;
178
+ maxBorrowFeePct?: number | undefined;
179
+ }>>;
180
+ /** Inferred TypeScript type for asset universe preferences. */
181
+ export type AssetUniversePrefs = z.infer<typeof AssetUniversePrefsSchema>;
182
+ //# sourceMappingURL=asset-universe-prefs.schema.d.ts.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"asset-universe-prefs.schema.d.ts","sourceRoot":"","sources":["../../../../src/trading-policy/schemas/asset-universe-prefs.schema.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAIxB;;;;;;;GAOG;AACH,eAAO,MAAM,8BAA8B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA4BzC,CAAC;AAEH,eAAO,MAAM,wBAAwB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAEpC,CAAC;AAEF,+DAA+D;AAC/D,MAAM,MAAM,kBAAkB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,wBAAwB,CAAC,CAAC"}
@@ -0,0 +1,112 @@
1
+ import { z } from "zod";
2
+ /**
3
+ * Audit and notification preferences schema (section 7.10).
4
+ * Controls notification triggers, audit detail levels, artifact retention,
5
+ * incident alert channels, and decision trace persistence.
6
+ *
7
+ * The raw ZodObject variant (`AuditNotificationPrefsObjectSchema`) is exported
8
+ * for use with `deepPartial()`, which requires a ZodObject (not ZodDefault).
9
+ */
10
+ export declare const AuditNotificationPrefsObjectSchema: z.ZodObject<{
11
+ notifyOnAutonomousActions: z.ZodDefault<z.ZodBoolean>;
12
+ notifyOnBlockedTrades: z.ZodDefault<z.ZodBoolean>;
13
+ notifyOnOverlayActivation: z.ZodDefault<z.ZodBoolean>;
14
+ notifyOnPolicyMutation: z.ZodDefault<z.ZodBoolean>;
15
+ dailySummaryEnabled: z.ZodDefault<z.ZodBoolean>;
16
+ eventSummaryEnabled: z.ZodDefault<z.ZodBoolean>;
17
+ auditDetailLevel: z.ZodDefault<z.ZodEnum<["minimal", "standard", "verbose"]>>;
18
+ saveRationaleSummaries: z.ZodDefault<z.ZodBoolean>;
19
+ saveToolCallTraces: z.ZodDefault<z.ZodBoolean>;
20
+ saveContextSnapshots: z.ZodDefault<z.ZodBoolean>;
21
+ incidentAlertChannel: z.ZodDefault<z.ZodEnum<["email", "slack", "discord", "webhook", "none"]>>;
22
+ incidentAlertEndpoint: z.ZodDefault<z.ZodString>;
23
+ requirePostActionExplanation: z.ZodDefault<z.ZodBoolean>;
24
+ retainDecisionArtifactsDays: z.ZodDefault<z.ZodNumber>;
25
+ /** Trade confirmation email preference. Synced to Alpaca API. */
26
+ tradeConfirmEmail: z.ZodDefault<z.ZodEnum<["all", "none"]>>;
27
+ }, "strip", z.ZodTypeAny, {
28
+ notifyOnAutonomousActions: boolean;
29
+ notifyOnBlockedTrades: boolean;
30
+ notifyOnOverlayActivation: boolean;
31
+ notifyOnPolicyMutation: boolean;
32
+ dailySummaryEnabled: boolean;
33
+ eventSummaryEnabled: boolean;
34
+ auditDetailLevel: "minimal" | "standard" | "verbose";
35
+ saveRationaleSummaries: boolean;
36
+ saveToolCallTraces: boolean;
37
+ saveContextSnapshots: boolean;
38
+ incidentAlertChannel: "none" | "email" | "slack" | "discord" | "webhook";
39
+ incidentAlertEndpoint: string;
40
+ requirePostActionExplanation: boolean;
41
+ retainDecisionArtifactsDays: number;
42
+ tradeConfirmEmail: "all" | "none";
43
+ }, {
44
+ notifyOnAutonomousActions?: boolean | undefined;
45
+ notifyOnBlockedTrades?: boolean | undefined;
46
+ notifyOnOverlayActivation?: boolean | undefined;
47
+ notifyOnPolicyMutation?: boolean | undefined;
48
+ dailySummaryEnabled?: boolean | undefined;
49
+ eventSummaryEnabled?: boolean | undefined;
50
+ auditDetailLevel?: "minimal" | "standard" | "verbose" | undefined;
51
+ saveRationaleSummaries?: boolean | undefined;
52
+ saveToolCallTraces?: boolean | undefined;
53
+ saveContextSnapshots?: boolean | undefined;
54
+ incidentAlertChannel?: "none" | "email" | "slack" | "discord" | "webhook" | undefined;
55
+ incidentAlertEndpoint?: string | undefined;
56
+ requirePostActionExplanation?: boolean | undefined;
57
+ retainDecisionArtifactsDays?: number | undefined;
58
+ tradeConfirmEmail?: "all" | "none" | undefined;
59
+ }>;
60
+ export declare const AuditNotificationPrefsSchema: z.ZodDefault<z.ZodObject<{
61
+ notifyOnAutonomousActions: z.ZodDefault<z.ZodBoolean>;
62
+ notifyOnBlockedTrades: z.ZodDefault<z.ZodBoolean>;
63
+ notifyOnOverlayActivation: z.ZodDefault<z.ZodBoolean>;
64
+ notifyOnPolicyMutation: z.ZodDefault<z.ZodBoolean>;
65
+ dailySummaryEnabled: z.ZodDefault<z.ZodBoolean>;
66
+ eventSummaryEnabled: z.ZodDefault<z.ZodBoolean>;
67
+ auditDetailLevel: z.ZodDefault<z.ZodEnum<["minimal", "standard", "verbose"]>>;
68
+ saveRationaleSummaries: z.ZodDefault<z.ZodBoolean>;
69
+ saveToolCallTraces: z.ZodDefault<z.ZodBoolean>;
70
+ saveContextSnapshots: z.ZodDefault<z.ZodBoolean>;
71
+ incidentAlertChannel: z.ZodDefault<z.ZodEnum<["email", "slack", "discord", "webhook", "none"]>>;
72
+ incidentAlertEndpoint: z.ZodDefault<z.ZodString>;
73
+ requirePostActionExplanation: z.ZodDefault<z.ZodBoolean>;
74
+ retainDecisionArtifactsDays: z.ZodDefault<z.ZodNumber>;
75
+ /** Trade confirmation email preference. Synced to Alpaca API. */
76
+ tradeConfirmEmail: z.ZodDefault<z.ZodEnum<["all", "none"]>>;
77
+ }, "strip", z.ZodTypeAny, {
78
+ notifyOnAutonomousActions: boolean;
79
+ notifyOnBlockedTrades: boolean;
80
+ notifyOnOverlayActivation: boolean;
81
+ notifyOnPolicyMutation: boolean;
82
+ dailySummaryEnabled: boolean;
83
+ eventSummaryEnabled: boolean;
84
+ auditDetailLevel: "minimal" | "standard" | "verbose";
85
+ saveRationaleSummaries: boolean;
86
+ saveToolCallTraces: boolean;
87
+ saveContextSnapshots: boolean;
88
+ incidentAlertChannel: "none" | "email" | "slack" | "discord" | "webhook";
89
+ incidentAlertEndpoint: string;
90
+ requirePostActionExplanation: boolean;
91
+ retainDecisionArtifactsDays: number;
92
+ tradeConfirmEmail: "all" | "none";
93
+ }, {
94
+ notifyOnAutonomousActions?: boolean | undefined;
95
+ notifyOnBlockedTrades?: boolean | undefined;
96
+ notifyOnOverlayActivation?: boolean | undefined;
97
+ notifyOnPolicyMutation?: boolean | undefined;
98
+ dailySummaryEnabled?: boolean | undefined;
99
+ eventSummaryEnabled?: boolean | undefined;
100
+ auditDetailLevel?: "minimal" | "standard" | "verbose" | undefined;
101
+ saveRationaleSummaries?: boolean | undefined;
102
+ saveToolCallTraces?: boolean | undefined;
103
+ saveContextSnapshots?: boolean | undefined;
104
+ incidentAlertChannel?: "none" | "email" | "slack" | "discord" | "webhook" | undefined;
105
+ incidentAlertEndpoint?: string | undefined;
106
+ requirePostActionExplanation?: boolean | undefined;
107
+ retainDecisionArtifactsDays?: number | undefined;
108
+ tradeConfirmEmail?: "all" | "none" | undefined;
109
+ }>>;
110
+ /** Inferred TypeScript type for audit and notification preferences. */
111
+ export type AuditNotificationPrefs = z.infer<typeof AuditNotificationPrefsSchema>;
112
+ //# sourceMappingURL=audit-notification-prefs.schema.d.ts.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"audit-notification-prefs.schema.d.ts","sourceRoot":"","sources":["../../../../src/trading-policy/schemas/audit-notification-prefs.schema.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB;;;;;;;GAOG;AACH,eAAO,MAAM,kCAAkC;;;;;;;;;;;;;;;IAoB7C,iEAAiE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAEjE,CAAC;AAEH,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;IAJvC,iEAAiE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAKnB,CAAC;AAEjD,uEAAuE;AACvE,MAAM,MAAM,sBAAsB,GAAG,CAAC,CAAC,KAAK,CAC1C,OAAO,4BAA4B,CACpC,CAAC"}