@oracle-agent/oracle 0.14.0 → 0.15.0

package/src/data/providers/farming.mjs

@@ -1,291 +0,0 @@
-// Farming method presets, live candidate scoring, and airdrop EV math.
-//
-// This is the SHARED implementation. apps/oracle-app's FarmingMethodsPane and
-// /api/oracle/farming carried this logic inline, so the CLI had no farming or
-// airdrop surface at all. Scoring lives here now so the app, the CLI, and any
-// MCP harness produce identical numbers instead of drifting copies.
-//
-// Read-only and prepare-only: this module ranks opportunities and designs
-// prepare plans. It never signs, never broadcasts, and never holds a key.
-
-import { llamaYields } from "./defillama.mjs";
-
-export const FARMING_METHODS = Object.freeze([
-  {
-    id: "stable-loop",
-    label: "Stablecoin loop",
-    risk: "Conservative",
-    targetDelta: "0.00",
-    setup: "Supply USDC, borrow a second major stable, redeposit inside the same protocol or campaign.",
-    exposure: "Borrow APR spike, depeg, collateral-factor change, protocol cap change.",
-    hedge: "No perp hedge by default. Cap leverage, diversify stables, and keep unwind triggers explicit.",
-    monitor: "Borrow APR, utilization, oracle health, depeg distance, reward dilution.",
-    exit: "Unwind if borrow APR exceeds reward-adjusted APR or any stable trades outside the defined band.",
-  },
-  {
-    id: "collateral-hedge",
-    label: "Collateral plus perp hedge",
-    risk: "Balanced",
-    targetDelta: "~0.00",
-    setup: "Supply a volatile asset as collateral, borrow stables, and short the collateral notional on a liquid perp venue.",
-    exposure: "Liquidation risk, funding cost, hedge slippage, borrow APR drift.",
-    hedge: "Short collateral notional on a liquid perp venue; rebalance when delta drifts past the band.",
-    monitor: "Health factor, funding, mark price, borrow APR, hedge margin.",
-    exit: "Cut when funding turns persistently negative against the position or health factor nears the floor.",
-  },
-  {
-    id: "lp-hedge",
-    label: "LP incentive hedge",
-    risk: "Aggressive",
-    targetDelta: "range-dependent",
-    setup: "Provide concentrated liquidity for incentives and short the estimated volatile-token delta.",
-    exposure: "Impermanent loss, range breaks, reward dilution, exit slippage.",
-    hedge: "Short the estimated volatile-token delta and recompute after material price or range moves.",
-    monitor: "Position delta, range utilization, fee APR, rewards, funding, exit slippage.",
-    exit: "Withdraw when incentives dilute, liquidity caps fill, or expected reward no longer beats IL plus opportunity cost.",
-  },
-  {
-    id: "quest-farming",
-    label: "Testnet and quest farming",
-    risk: "Conservative",
-    targetDelta: "n/a",
-    setup: "Complete real protocol tasks with consistent, genuine usage from wallets you actually control.",
-    exposure: "Eligibility rules change, sybil filters, unpaid effort, opportunity cost.",
-    hedge: "No financial hedge. Diversify across campaigns so no single ruleset dominates the outcome.",
-    monitor: "Campaign rules, snapshot windows, task eligibility evidence, wallet hygiene.",
-    exit: "Stop once snapshot risk rises, campaign rules change, or the probability-adjusted expected value turns negative.",
-  },
-  {
-    id: "liquidity-usage",
-    label: "Liquidity and route usage",
-    risk: "Balanced",
-    targetDelta: "varies",
-    setup: "Route genuine volume and provide liquidity where usage is a stated eligibility signal.",
-    exposure: "IL, slippage, gas burn, bridge fees, lockup discount.",
-    hedge: "Size positions so IL and fees stay inside the modelled reward, and hedge volatile legs when material.",
-    monitor: "Volume attribution, fee drag, reward accrual, lockup terms.",
-    exit: "Withdraw when incentives dilute or expected reward no longer beats IL plus opportunity cost.",
-  },
-  {
-    id: "governance-usage",
-    label: "Governance and ecosystem usage",
-    risk: "Conservative",
-    targetDelta: "n/a",
-    setup: "Participate in governance and ecosystem surfaces where real contribution is the eligibility signal.",
-    exposure: "Vanity activity with no eligibility weight, lock-up of governance assets.",
-    hedge: "No financial hedge. Weight effort toward actions with documented eligibility evidence.",
-    monitor: "Proposal participation, delegation terms, lock durations, published criteria.",
-    exit: "Stop contributing effort once criteria change or the probability-adjusted value turns negative.",
-  },
-]);
-
-const RECIPE_HEDGE = {
-  "stable-loop": "No default perp hedge. Bound leverage and monitor depeg plus borrow APR.",
-  "collateral-hedge": "Short the collateral notional on a liquid perp venue and rebalance when delta drifts.",
-  "lp-hedge": "Short the estimated volatile-token delta and recompute after material price or range moves.",
-};
-
-const RECIPE_MONITOR = {
-  "stable-loop": "Borrow APR, utilization, stable peg, reward dilution, health factor.",
-  "collateral-hedge": "Health factor, funding, mark price, borrow APR, hedge margin.",
-  "lp-hedge": "Position delta, range utilization, fee APR, rewards, funding, exit slippage.",
-};
-
-const RECIPE_STEPS = {
-  "stable-loop": [
-    "Prepare supply for the stable collateral leg.",
-    "Prepare borrow only after health factor and borrow APR pass the method limits.",
-    "Prepare redeposit or unwind steps as separate wallet-signed actions.",
-  ],
-  "collateral-hedge": [
-    "Prepare collateral supply after sizing liquidation buffer.",
-    "Prepare stable borrow if borrow APR remains inside the method limit.",
-    "Open or adjust the perp short on the selected hedge venue, then record hedge size.",
-  ],
-  "lp-hedge": [
-    "Prepare LP add only after checking pool depth, range, and expected position delta.",
-    "Short the estimated volatile-token delta on the selected hedge venue.",
-    "Prepare LP remove if the range breaks or net APR turns negative.",
-  ],
-};
-
-function num(value) {
-  const n = typeof value === "number" ? value : Number(value);
-  return Number.isFinite(n) ? n : null;
-}
-
-function safeText(value, fallback = "unknown") {
-  if (typeof value !== "string") return fallback;
-  const trimmed = value.trim();
-  return trimmed === "" ? fallback : trimmed.slice(0, 96);
-}
-
-export function classifyPool(pool) {
-  const symbol = safeText(pool.symbol, "").toUpperCase();
-  const exposure = safeText(pool.exposure, "").toLowerCase();
-  const apy = num(pool.apy) ?? 0;
-  const tvl = num(pool.tvlUsd) ?? 0;
-  if (apy <= 0 || tvl <= 0) return null;
-  if (pool.stablecoin === true) return "stable-loop";
-  if (symbol.includes("-") || exposure.includes("multi")) return "lp-hedge";
-  if (/ETH|BTC|SOL|HYPE|BNB|AVAX|MATIC|OP|ARB/.test(symbol)) return "collateral-hedge";
-  return null;
-}
-
-// Thin TVL and adverse predictions widen the haircut; this is the same curve the
-// app pane scores against, kept here so both surfaces agree.
-export function riskHaircut(pool, recipe) {
-  const tvl = num(pool.tvlUsd) ?? 0;
-  const il = safeText(pool.ilRisk, "").toLowerCase();
-  const prediction = safeText(pool.predictions?.predictedClass, "").toLowerCase();
-  let risk = recipe === "stable-loop" ? 3 : recipe === "collateral-hedge" ? 6 : 9;
-  if (tvl < 1_000_000) risk += 6;
-  else if (tvl < 10_000_000) risk += 3;
-  if (il.includes("yes") || il.includes("high")) risk += 3;
-  if (prediction.includes("down")) risk += 2;
-  return Math.min(35, Math.max(0, risk));
-}
-
-export function scorePool(pool) {
-  const recipe = classifyPool(pool);
-  if (!recipe) return null;
-  const apy = num(pool.apy) ?? 0;
-  const apyBase = num(pool.apyBase) ?? 0;
-  const apyReward = Math.max(0, num(pool.apyReward) ?? Math.max(0, apy - apyBase));
-  const tvlUsd = Math.max(0, num(pool.tvlUsd) ?? 0);
-  const haircut = riskHaircut(pool, recipe);
-  const estimatedBorrowApr = recipe === "stable-loop" ? 4 : recipe === "collateral-hedge" ? 6 : 0;
-  const estimatedFundingApr = recipe === "stable-loop" ? 0 : recipe === "collateral-hedge" ? 4 : 5;
-  const gasApr = tvlUsd < 5_000_000 ? 1.2 : 0.5;
-  const netApr = apy - estimatedBorrowApr - estimatedFundingApr - gasApr - haircut;
-
-  // A high headline APY on a thin pool is a warning, not a green light, so it
-  // is capped to Watchlist regardless of how good the net number looks.
-  const verdict =
-    netApr < 1 ? "Avoid"
-      : apy > 80 || tvlUsd < 10_000_000 ? "Watchlist"
-        : netApr >= 8 ? "Farmable" : "Watchlist";
-
-  const project = safeText(pool.project);
-  const symbol = safeText(pool.symbol);
-  const chain = safeText(pool.chain);
-  return {
-    id: safeText(pool.pool, `${chain}:${project}:${symbol}`),
-    recipe,
-    label: `${project} ${symbol}`,
-    chain,
-    project,
-    symbol,
-    tvlUsd,
-    rewardApr: apyReward,
-    nativeApr: apyBase,
-    estimatedBorrowApr,
-    estimatedFundingApr,
-    gasApr,
-    riskHaircut: haircut,
-    netApr,
-    verdict,
-    exposure: safeText(
-      pool.exposure,
-      recipe === "stable-loop" ? "stablecoin" : recipe === "lp-hedge" ? "multi-asset LP" : "single-asset collateral",
-    ),
-    hedge: RECIPE_HEDGE[recipe],
-    monitor: RECIPE_MONITOR[recipe],
-    prepareSteps: [
-      `Verify ${project} contracts and reward terms on ${chain}.`,
-      "Set wallet grant with chain, protocol, max value, slippage, and TTL before preparing any transaction.",
-      ...RECIPE_STEPS[recipe],
-    ],
-    source: "DeFiLlama yields",
-  };
-}
-
-export async function discoverFarms(args = {}, opts = {}) {
-  const limit = Math.min(24, Math.max(3, Number(args.limit ?? 12) || 12));
-  const minTvl = Number(args.minTvl ?? 2_000_000);
-  const generatedAt = new Date().toISOString();
-  const posture = "read-only discovery and prepare-plan design; no signing or broadcast";
-  try {
-    const result = await llamaYields(
-      { chain: args.chain && args.chain !== "all" ? args.chain : undefined, limit: 5000 },
-      opts,
-    );
-    const rows = Array.isArray(result?.data) ? result.data : [];
-    const candidates = rows
-      .map(scorePool)
-      .filter((x) => x !== null)
-      .filter((x) => x.tvlUsd >= minTvl)
-      // Headline APRs above 300% are almost always a stale or broken feed rather
-      // than a real opportunity, so they never reach the ranking.
-      .filter((x) => x.rewardApr + x.nativeApr <= 300)
-      .sort((a, b) => b.netApr - a.netApr || b.tvlUsd - a.tvlUsd)
-      .slice(0, limit);
-    return {
-      configured: true, live: true, source: "DeFiLlama yields",
-      generatedAt, chain: args.chain ?? "all",
-      considered: rows.length,
-      consideredNote: "deepest pools by TVL from the DeFiLlama yields feed",
-      candidates, posture,
-    };
-  } catch (error) {
-    return {
-      configured: false, live: false, source: "DeFiLlama yields",
-      generatedAt, chain: args.chain ?? "all",
-      considered: 0,
-      consideredNote: "deepest pools by TVL from the DeFiLlama yields feed",
-      error: String(error?.message || error), candidates: [], posture,
-    };
-  }
-}
-
-function clampNumber(value, fallback, min, max) {
-  const n = typeof value === "number" ? value : Number(value);
-  if (!Number.isFinite(n)) return fallback;
-  return Math.min(max, Math.max(min, n));
-}
-
-// Airdrop expected value after real costs and honest haircuts. Every term is a
-// user input: this is an estimate of THEIR plan, never a payout prediction.
-export function airdropEV(input = {}) {
-  const wallets = clampNumber(input.wallets, 5, 1, 500);
-  const tasksWeekly = clampNumber(input.tasksWeekly, 6, 0, 500);
-  const hoursWeekly = clampNumber(input.hoursWeekly, 4, 0, 168);
-  const hourlyCost = clampNumber(input.hourlyCost, 25, 0, 10_000);
-  const gasPerTask = clampNumber(input.gasPerTask, 0.4, 0, 10_000);
-  const bridgeMonthly = clampNumber(input.bridgeMonthly, 12, 0, 100_000);
-  const expectedReward = clampNumber(input.expectedReward, 900, 0, 10_000_000);
-  const probability = clampNumber(input.probability, 22, 0, 100) / 100;
-  const sybilHaircut = clampNumber(input.sybilHaircut, 25, 0, 100) / 100;
-  const lockupMonths = clampNumber(input.lockupMonths, 6, 0, 120);
-
-  const monthlyTasks = tasksWeekly * wallets * 4.33;
-  const monthlyGas = monthlyTasks * gasPerTask;
-  const laborMonthly = hoursWeekly * 4.33 * hourlyCost;
-  const monthlyCost = monthlyGas + laborMonthly + bridgeMonthly;
-
-  // Locked rewards are discounted ~1.5%/month to reflect that a claim you
-  // cannot sell for a year is not worth its face value today.
-  const lockupDiscount = Math.max(0, 1 - lockupMonths * 0.015);
-  const grossExpectedValue = wallets * expectedReward * probability;
-  const adjustedExpectedValue = grossExpectedValue * (1 - sybilHaircut) * lockupDiscount;
-  const netExpectedValue = adjustedExpectedValue - monthlyCost;
-  const roi = monthlyCost > 0 ? (netExpectedValue / monthlyCost) * 100 : null;
-  const breakevenProbability = wallets * expectedReward > 0
-    ? (monthlyCost / (wallets * expectedReward * (1 - sybilHaircut) * (lockupDiscount || 1))) * 100
-    : null;
-
-  return {
-    inputs: {
-      wallets, tasksWeekly, hoursWeekly, hourlyCost, gasPerTask, bridgeMonthly,
-      expectedReward, probabilityPct: probability * 100,
-      sybilHaircutPct: sybilHaircut * 100, lockupMonths,
-    },
-    monthlyTasks, monthlyGas, laborMonthly, monthlyCost,
-    lockupDiscount, grossExpectedValue, adjustedExpectedValue,
-    netExpectedValue, roiPct: roi, breakevenProbabilityPct: breakevenProbability,
-    verdict: netExpectedValue > 0 ? "positive-ev" : "negative-ev",
-    posture: "estimate on your own inputs; not a payout promise and not financial advice",
-  };
-}
-
-export default { FARMING_METHODS, discoverFarms, scorePool, classifyPool, riskHaircut, airdropEV };

package/src/data/providers/geckoterminal.mjs

@@ -1,34 +0,0 @@
-// GeckoTerminal public market-data API — no key.
-import { httpJson } from "../http.mjs";
-
-export const GECKOTERMINAL_API = "https://api.geckoterminal.com/api/v2";
-const base = (o={}) => (o.baseUrl || process.env.GECKOTERMINAL_API_URL || GECKOTERMINAL_API).replace(/\/$/, "");
-const enc = (v) => encodeURIComponent(String(v));
-
-export async function geckoNetworks(args = {}, opts = {}) {
-  const page = Math.max(1, Number(args.page || 1));
-  return httpJson(`${base(opts)}/networks?page=${page}`, { fetchImpl: opts.fetchImpl, timeoutMs: opts.timeoutMs });
-}
-export async function geckoPool(args = {}, opts = {}) {
-  if (!args.network || !args.poolAddress) throw new Error("network and poolAddress required");
-  return httpJson(`${base(opts)}/networks/${enc(args.network)}/pools/${enc(args.poolAddress)}`, { fetchImpl: opts.fetchImpl, timeoutMs: opts.timeoutMs });
-}
-export async function geckoToken(args = {}, opts = {}) {
-  if (!args.network || !(args.address || args.tokenAddress)) throw new Error("network and token address required");
-  return httpJson(`${base(opts)}/networks/${enc(args.network)}/tokens/${enc(args.address || args.tokenAddress)}`, { fetchImpl: opts.fetchImpl, timeoutMs: opts.timeoutMs });
-}
-export async function geckoPoolOhlcv(args = {}, opts = {}) {
-  if (!args.network || !args.poolAddress) throw new Error("network and poolAddress required");
-  const timeframe = ["minute","hour","day"].includes(args.timeframe) ? args.timeframe : "hour";
-  const p = new URLSearchParams();
-  p.set("aggregate", String(Math.max(1, Number(args.aggregate || 1))));
-  p.set("limit", String(Math.min(1000, Math.max(1, Number(args.limit || 168)))));
-  if (args.beforeTimestamp != null) p.set("before_timestamp", String(args.beforeTimestamp));
-  if (args.currency) p.set("currency", String(args.currency));
-  if (args.token) p.set("token", String(args.token));
-  return httpJson(`${base(opts)}/networks/${enc(args.network)}/pools/${enc(args.poolAddress)}/ohlcv/${timeframe}?${p}`, { fetchImpl: opts.fetchImpl, timeoutMs: opts.timeoutMs });
-}
-export async function geckoHealth(opts = {}) {
-  const data = await geckoNetworks({ page: 1 }, opts);
-  return { ok: Array.isArray(data?.data) && data.data.length > 0, networkSample: data?.data?.length || 0 };
-}