@owney/sdk 0.7.28-beta.1 → 0.7.28-beta.2

package/dist/index.cjs

@@ -510,7 +510,7 @@ function rawPoolApyForChain(entry, chainId, tokenSymbol) {
   let weightedSum = 0;
   let totalBalance = 0;
   for (const p of entry.positions ?? []) {
-    if (p.chainId !== chainId) continue;
+    if (chainId !== void 0 && p.chainId !== chainId) continue;
     if (tokenSymbol && p.tokenSymbol?.toUpperCase() !== tokenSymbol.toUpperCase()) continue;
     const balance = p.balance ?? 0;
     const apy = netApy(p.apy_withFee, p.apy, "apy_withFee");
@@ -520,6 +520,28 @@ function rawPoolApyForChain(entry, chainId, tokenSymbol) {
   }
   return totalBalance > 0 ? weightedSum / totalBalance : null;
 }
+function historyCoverage(raw) {
+  const chains = /* @__PURE__ */ new Map();
+  const assets = /* @__PURE__ */ new Map();
+  for (const date of Object.keys(raw.history ?? {}).sort()) {
+    void date;
+    const seenChains = /* @__PURE__ */ new Set();
+    const seenAssets = /* @__PURE__ */ new Set();
+    for (const p of (raw.history ?? {})[date].positions ?? []) {
+      const balance = p.balance ?? 0;
+      const apy = netApy(p.apy_withFee, p.apy, "apy_withFee");
+      if (balance <= 0 || typeof apy !== "number") continue;
+      seenChains.add(p.chainId);
+      if (p.tokenSymbol) seenAssets.add(p.tokenSymbol.toUpperCase());
+    }
+    for (const c of seenChains) chains.set(c, (chains.get(c) ?? 0) + 1);
+    for (const a of seenAssets) assets.set(a, (assets.get(a) ?? 0) + 1);
+  }
+  return {
+    chains: [...chains].map(([chainId, days]) => ({ chainId, days })),
+    assets: [...assets].map(([asset, days]) => ({ asset, days }))
+  };
+}
 function mapApyHistory(raw, chainId, tokenSymbol) {
   const history = Object.entries(raw.history ?? {}).map(([date, entry]) => ({
     date,
@@ -530,7 +552,7 @@ function mapApyHistory(raw, chainId, tokenSymbol) {
     ...tokenSymbol ? {
       historicalBalance: {
         amount: (entry.positions ?? []).filter(
-          (p) => p.chainId === chainId && p.tokenSymbol?.toUpperCase() === tokenSymbol.toUpperCase() && Number.isFinite(p.balance) && p.balance > 0 && Number.isFinite(p.apy_withFee ?? p.apy)
+          (p) => (chainId === void 0 || p.chainId === chainId) && p.tokenSymbol?.toUpperCase() === tokenSymbol.toUpperCase() && Number.isFinite(p.balance) && p.balance > 0 && Number.isFinite(p.apy_withFee ?? p.apy)
         ).reduce((sum, p) => sum + p.balance, 0),
         unit: tokenSymbol.toUpperCase()
       }
@@ -540,7 +562,8 @@ function mapApyHistory(raw, chainId, tokenSymbol) {
     walletAddress: raw.walletAddress,
     weightedApyAfterFee: raw.weightedApyAfterFee ? sumTokenValues(raw.weightedApyAfterFee) : void 0,
     apyByChainAndAsset: mapWeightedApyByChain(raw.weightedApyAfterFeeByChain),
-    history
+    history,
+    coverage: historyCoverage(raw)
   };
 }
 function splitOpportunity(opportunity) {
@@ -999,6 +1022,9 @@ function splittingNeedsUpdate(current, desired) {
 }
 
 // src/agents/zyfai/pool-policy.ts
+function orgPolicyForConnect(policy, userPoolCustomization) {
+  return userPoolCustomization ? { ...policy, poolPolicy: null } : policy;
+}
 function toZyfaiCustomizations(policy, availableByProtocol, chainsByProtocol) {
   const selectionByKey = /* @__PURE__ */ new Map();
   for (const selection of policy.selections) {
@@ -1090,6 +1116,47 @@ function protocolsPolicyNeedsUpdate(current, desiredProtocols, desiredAutoSelect
   if (desiredProtocols === null) return false;
   return !protocolListsEqual(current.protocols, desiredProtocols);
 }
+function mapAvailablePools(raw) {
+  const byChain = raw ?? {};
+  if (typeof byChain !== "object" || byChain === null) return [];
+  const result = [];
+  for (const [chainIdStr, byToken] of Object.entries(byChain)) {
+    const chainId = Number(chainIdStr);
+    if (!Number.isFinite(chainId)) continue;
+    for (const [token, entry] of Object.entries(byToken ?? {})) {
+      for (const pool of entry?.pools ?? []) {
+        if (!pool?.name) continue;
+        result.push({
+          chainId,
+          token,
+          name: pool.name,
+          apy: pool.info?.combined_apy ?? null,
+          tvlUsd: pool.info?.tvlUsd ?? null,
+          link: pool.info?.link ?? null
+        });
+      }
+    }
+  }
+  return result;
+}
+function assemblePoolCatalog(protocols, poolsByProtocol, asset, chains) {
+  const wanted = asset.toUpperCase();
+  const allowedChains = chains && chains.length > 0 ? new Set(chains) : void 0;
+  const catalog = [];
+  for (const protocol of protocols) {
+    const pools = (poolsByProtocol.get(protocol.id) ?? []).filter(
+      (p) => p.token.toUpperCase() === wanted && (allowedChains === void 0 || allowedChains.has(p.chainId))
+    );
+    if (pools.length === 0) continue;
+    catalog.push({
+      protocolId: protocol.id,
+      name: protocol.name,
+      logo: protocol.imageUrl ?? null,
+      pools
+    });
+  }
+  return catalog;
+}
 
 // src/agents/zyfai/zyfai.agent.ts
 var ERC7579_IS_MODULE_INSTALLED_ABI = (0, import_viem.parseAbi)([
@@ -1516,7 +1583,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
    * connecting, so a Zyfai hiccup must leave the user connected with their
    * profile unchanged, never fail activation.
    */
-  async applyPoolPolicy(policy) {
+  async applyPoolPolicy(policy, opts = {}) {
     try {
       const { protocols: universe } = await this.sdk.getAvailableProtocols(
         this.supportedChainIds[0]
@@ -1530,7 +1597,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
         universeIds,
         chainsByProtocol
       });
-      let strategy;
+      let strategy = opts.strategy;
       const desiredProtocols = deriveProtocols(
         policy,
         universeIds,
@@ -1610,6 +1677,50 @@ var ZyfaiAgent = class _ZyfaiAgent {
       );
     }
   }
+  /**
+   * The deposit-time Pools step's catalogue: every protocol Zyfai offers this
+   * user, each with the pools (name, APY, TVL, link) selectable for `asset`
+   * under `strategy`. Sourced from the same two Zyfai calls `applyPoolPolicy`
+   * uses, so "shown" and "selectable" are one set. A protocol whose pool
+   * lookup fails is skipped rather than failing the whole catalogue.
+   */
+  async getPoolCatalog(params) {
+    const { protocols: universe } = await this.sdk.getAvailableProtocols(
+      this.supportedChainIds[0]
+    );
+    const poolResults = await Promise.all(
+      universe.map(async (protocol) => {
+        try {
+          const raw = await this.sdk.getAvailablePools(
+            protocol.id,
+            params.strategy
+          );
+          return [protocol.id, mapAvailablePools(raw)];
+        } catch (error) {
+          console.warn(
+            `[zyfai] getPoolCatalog: getAvailablePools(${protocol.id}) failed, skipping (non-fatal):`,
+            error instanceof Error ? error.message : String(error)
+          );
+          return null;
+        }
+      })
+    );
+    const poolsByProtocol = /* @__PURE__ */ new Map();
+    for (const result of poolResults) {
+      if (result) poolsByProtocol.set(result[0], result[1]);
+    }
+    return assemblePoolCatalog(universe, poolsByProtocol, params.asset);
+  }
+  /**
+   * Apply a user's own pool selection (the deposit-time Pools step) to their
+   * Zyfai profile. Same two writes as the org path — this is `applyPoolPolicy`
+   * driven by the user's `policy` instead of the organization's, with the
+   * deposit's chosen `strategy` passed through so pool names validate against
+   * the strategy the user just picked rather than their stored one.
+   */
+  async setPoolSelection(policy, opts = {}) {
+    await this.applyPoolPolicy(policy, opts);
+  }
   /**
    * True when `smartWallet` is the backend-managed pool wallet Zyfai assigned
    * to this EOA — the "new wallet" kind that is predeployed on the chains it
@@ -1736,11 +1847,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
         );
         return;
       }
-      await this.ensureSessionKey(
-        ownerAddress,
-        chainId,
-        wallet.address
-      );
+      await this.ensureSessionKey(ownerAddress, chainId, wallet.address);
     } catch (error) {
       console.warn(
         "[zyfai] session-key check at activation failed (non-fatal):",
@@ -1851,11 +1958,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
         "zyfai:onboard",
         "Safe already has code -> no deploy needed, checking the session key"
       );
-      await this.ensureSessionKey(
-        ownerAddress,
-        chainId,
-        wallet.address
-      );
+      await this.ensureSessionKey(ownerAddress, chainId, wallet.address);
       return wallet.address;
     }
     const poolFirst = await this.isPredeployedPoolWallet(
@@ -2022,14 +2125,17 @@ var ZyfaiAgent = class _ZyfaiAgent {
     this.earningsRefreshes.set(key2, pending);
     return pending;
   }
-  async getAccountApy(state, chainId, days, tokenSymbol) {
+  async getAccountApy(state, chainId, days, tokenSymbol, scopeChainId) {
     const { smartWallet } = await this.resolveSmartWallet(state, chainId);
     const raw = await this.sdk.getDailyApyHistory(smartWallet, days);
-    return mapApyHistory(raw, chainId, tokenSymbol);
+    const scope = scopeChainId === null ? void 0 : scopeChainId ?? chainId;
+    return mapApyHistory(raw, scope, tokenSymbol);
   }
   async getDailyEarnings(state, chainId, days, tokenSymbol) {
     const { smartWallet } = await this.resolveSmartWallet(state, chainId);
-    const start = new Date(Date.now() - (DayFilterMapping[days] + 1) * 864e5);
+    const start = new Date(
+      Date.now() - (DayFilterMapping[days] + 1) * 864e5
+    );
     const raw = await this.sdk.getDailyEarnings(
       smartWallet,
       start.toISOString().slice(0, 10)
@@ -4327,6 +4433,7 @@ var OwneySDK = class {
   orgAgentConfig;
   orgAgentConfigPromise = null;
   zyfaiRpcUrls;
+  userPoolCustomization = false;
   routingApiBaseUrl;
   referralSource;
   cachedSponsoredCallback = null;
@@ -4352,6 +4459,7 @@ var OwneySDK = class {
     this.routingApiBaseUrl = config.routingApiBaseUrl;
     this.paymasterServiceUrl = config.paymasterServiceUrl;
     this.referralSource = config.referralSource;
+    this.userPoolCustomization = config.userPoolCustomization ?? false;
   }
   /**
    * Establish connection state for all subsequent SDK calls.
@@ -4578,7 +4686,8 @@ var OwneySDK = class {
     try {
       const policy = await this.getOrgAgentConfig();
       if (!policy) return;
-      await agent.applyOrgPolicy(state, chainId, policy);
+      const effective = orgPolicyForConnect(policy, this.userPoolCustomization);
+      await agent.applyOrgPolicy(state, chainId, effective);
     } catch (error) {
       console.warn(
         `[owney-sdk] applyOrgPolicy(${agent.id}) failed (non-fatal):`,
@@ -6395,20 +6504,57 @@ var OwneySDK = class {
       chainId
     };
   }
+  /**
+   * The deposit-time pool catalogue (ROUT-569): every protocol with its
+   * selectable pools (name, APY, TVL, link) for `asset` under `strategy`.
+   * Defaults to the zyfai agent, the only one with pool customization today.
+   */
+  async getPoolCatalog(params) {
+    await this.ensureAgentsInitialized();
+    const agent = this.getAgent(params.agentId ?? "zyfai");
+    if (!agent.getPoolCatalog) {
+      throw new OwneyError(
+        "POOL_CATALOG_UNSUPPORTED",
+        `Agent ${agent.id} does not support pool customization`
+      );
+    }
+    return agent.getPoolCatalog({
+      asset: params.asset,
+      strategy: params.strategy
+    });
+  }
+  /**
+   * Apply a user's deposit-time pool selection to their account (ROUT-569).
+   * `strategy` is the one chosen in the deposit flow, passed through so pool
+   * names validate against it rather than the user's stored strategy.
+   */
+  async setPoolSelection(params) {
+    await this.ensureAgentsInitialized();
+    const agent = this.getAgent(params.agentId ?? "zyfai");
+    if (!agent.setPoolSelection) {
+      throw new OwneyError(
+        "POOL_SELECTION_UNSUPPORTED",
+        `Agent ${agent.id} does not support pool customization`
+      );
+    }
+    await agent.setPoolSelection(params.policy, { strategy: params.strategy });
+  }
   async getAccountApy({
     agentId,
     days,
-    tokenSymbol
+    tokenSymbol,
+    chainId: scope
   }) {
     const state = this.requireState();
     const chainId = this.requireChainId();
+    const scopeChainId = scope === "all" ? null : scope;
     if (agentId) {
       const agent = this.getAgent(agentId);
       return this.readAgent(
         agent,
         "accountApy",
-        () => agent.getAccountApy(state, chainId, days, tokenSymbol),
-        { days, tokenSymbol }
+        () => agent.getAccountApy(state, chainId, days, tokenSymbol, scopeChainId),
+        { days, tokenSymbol, scopeChainId }
       );
     }
     const activeAgents = this.getActiveAgents();
@@ -6419,8 +6565,14 @@ var OwneySDK = class {
           const apy = await this.readAgent(
             agent,
             "accountApy",
-            () => agent.getAccountApy(state, chainId, days, tokenSymbol),
-            { days, tokenSymbol }
+            () => agent.getAccountApy(
+              state,
+              chainId,
+              days,
+              tokenSymbol,
+              scopeChainId
+            ),
+            { days, tokenSymbol, scopeChainId }
           );
           return [id, apy];
         })

package/dist/index.d.cts

@@ -276,6 +276,15 @@ interface OwneySDKConfig {
      * already-deployed app: set `globalThis.__OWNEY_DEBUG__ = true` in devtools.
      */
     debug?: boolean;
+    /**
+     * When true, the organization's pool policy is NOT applied on connect, so a
+     * user's own deposit-time pool selection (ROUT-569) is never overwritten by
+     * the org-level one on their next reconnect. Splitting and the rest of the
+     * org policy still apply. Turn this on in apps that expose the deposit-time
+     * Pools step (the spread flow); leave it off where the partner dashboard's
+     * pool customization is the source of truth.
+     */
+    userPoolCustomization?: boolean;
     /**
      * Absolute URL of an ERC-7677 paymaster service. When set, deposits go out as
      * an EIP-5792 `wallet_sendCalls` with `capabilities.paymasterService`, so a
@@ -374,6 +383,18 @@ type WithdrawOptions = {
 type AccountApyOptions = {
     agentId?: AgentId;
     days: LookbackDays;
+    /**
+     * Chain to scope the daily series to, instead of the one `activateAgent`
+     * last set (ROUT-479).
+     *
+     * `"all"` blends every chain the wallet held that day, which is what the
+     * chart's "All chains" filter asks for. Unlike the history and earnings
+     * reads this needs no fan-out: the provider's daily-APY payload is already
+     * wallet-wide and names each position's chain, so the scope is a filter over
+     * one response rather than several calls. Omit for the active chain, which
+     * stays the default.
+     */
+    chainId?: OwneySupportedChainId | "all";
     /**
      * Optional asset symbol (e.g. "USDC", "WETH") to scope the daily APY series
      * to a specific asset on the active chain. Without it the series blends every
@@ -476,6 +497,61 @@ type OrgAgentConfig = {
     poolPolicy?: OrgPoolPolicy | null;
 };
 
+/**
+ * Pool policy: Owney's org-level protocol/pool policy -> Zyfai's two mismatched
+ * write shapes.
+ *
+ * Zyfai splits "which protocols and pools may this user's funds sit in" across
+ * two calls that do not share an axis:
+ *
+ *   updateUserProfile({ protocols })   per ASSET,            chain-agnostic
+ *   customizeBatch([{ protocolId,      per (PROTOCOL, CHAIN), asset-agnostic
+ *                      chainId, pools, autoselect }])
+ *
+ * `protocols` is an explicit ALLOW-LIST: a protocol left out of it is disabled
+ * for that asset, on every chain, immediately. `customizeBatch` is the opposite
+ * shape — one record per (protocol, chain) pair, asset-agnostic, and per
+ * docs.zyf.ai it "creates or updates a record for the (user, protocol, chain)
+ * combination"; "previous customizations for the same combination are
+ * overwritten".
+ *
+ * That second property is the reason this file exists rather than a single
+ * flat translation: customizeBatch overwrites only the combinations it is
+ * GIVEN. The partner's stored policy (`OrgPoolPolicy.selections`) is sparse —
+ * only the protocols they actually narrowed appear — but the payload we send
+ * must be EXHAUSTIVE over every (protocol, chain) pair Zyfai offers this user.
+ * If we only sent the narrowed pairs, a partner who restricts Morpho, saves,
+ * then later re-ticks every pool box would never be able to undo it: nothing
+ * in the (sparse) policy would tell us to send a record clearing it, and the
+ * old restrictive record would stay live on the user's profile forever.
+ *
+ * Pure functions, kept out of the agent so the mapping is testable without a
+ * Zyfai client. See splitting.ts for the same pattern on the other lever.
+ */
+
+/** One selectable pool, with the figures the deposit-time Pools step shows. */
+type AvailablePool = {
+    chainId: number;
+    token: string;
+    name: string;
+    /** combined_apy (pool + rewards), already a percent. null when absent. */
+    apy: number | null;
+    /** TVL in USD. null when absent. See ZyfCustomizationPoolInfo: `tvl` is in
+     *  the pool's own token, `tvlUsd` is the dollar figure — only the latter is
+     *  safe to show with a currency symbol. */
+    tvlUsd: number | null;
+    /** Per-pool deep link (e.g. the Morpho vault page). null when absent. */
+    link: string | null;
+};
+/** One protocol with its pools for the deposit asset — what the Pools step
+ *  renders: a protocol row that opens to a list of selectable pools. */
+type PoolCatalogProtocol = {
+    protocolId: string;
+    name: string;
+    logo: string | null;
+    pools: AvailablePool[];
+};
+
 interface OwneyDepositResult {
     txHash: string;
     smartWallet: string;
@@ -606,6 +682,28 @@ interface ApyHistoryPoint {
         unit: string;
     };
 }
+/**
+ * What the APY chart's chain/asset menus are allowed to offer, and how far
+ * back each option reaches (ROUT-479).
+ *
+ * An option only earns a place if some day in the window held a real position
+ * on it — a balance and a rate. Listing anything else would offer a filter
+ * that draws a blank chart. `days` is what the menu prints beside each row,
+ * and the legs genuinely differ: a wallet can hold USDC for a fortnight and
+ * WETH for three days.
+ */
+interface ApyCoverage {
+    chains: {
+        chainId: number;
+        days: number;
+    }[];
+    /** Legs whose `tokenSymbol` the provider left unset are absent — they cannot
+     *  be named, so they cannot be picked. Their chain still counts. */
+    assets: {
+        asset: string;
+        days: number;
+    }[];
+}
 interface AccountAgentApy {
     walletAddress: string;
     weightedApyAfterFee?: number;
@@ -616,6 +714,8 @@ interface AccountAgentApy {
      * date. Empty when the provider returns no daily history.
      */
     history?: ApyHistoryPoint[];
+    /** Which chains/assets this history can be filtered down to. */
+    coverage?: ApyCoverage;
 }
 interface OwneyAccountApy {
     totalApy: string;
@@ -779,6 +879,23 @@ interface IAgent {
      * unchanged rather than break the connect.
      */
     applyOrgPolicy?(state: ConnectionState, chainId: number, policy: OrgAgentConfig): Promise<void>;
+    /**
+     * The deposit-time pool catalogue for one asset and strategy: protocols with
+     * their selectable pools and figures. Optional — an agent with no pool
+     * customization omits it. (ROUT-569)
+     */
+    getPoolCatalog?(params: {
+        asset: string;
+        strategy: "conservative" | "aggressive";
+    }): Promise<PoolCatalogProtocol[]>;
+    /**
+     * Apply a user's own pool selection to their account, driven by the
+     * deposit-time Pools step. Optional, and non-fatal like `applyOrgPolicy`.
+     * (ROUT-569)
+     */
+    setPoolSelection?(policy: OrgPoolPolicy, opts?: {
+        strategy?: "conservative" | "aggressive";
+    }): Promise<void>;
     deposit(state: ConnectionState, chainId: number, amount: string, asset: OwneySupportedTokens, depositCallback?: DepositCallback): Promise<OwneyDepositResult>;
     withdraw(state: ConnectionState, chainId: number, token: OwneySupportedTokens, amount?: string): Promise<AgentWithdrawResult>;
     getBalances(state: ConnectionState, chainId: number): Promise<AgentBalance>;
@@ -793,7 +910,14 @@ interface IAgent {
      * Optional asset symbol ("USDC" / "WETH") scoping the daily series to a
      * single asset on the chain. Agents without per-asset positions ignore it.
      */
-    tokenSymbol?: string): Promise<AccountAgentApy>;
+    tokenSymbol?: string, 
+    /**
+     * Chain the series is scoped to, when that differs from the chain the
+     * connection is on. `null` spans every chain the wallet held (ROUT-479);
+     * omitted means `chainId`. Kept apart from `chainId` because that one
+     * still resolves the wallet and must stay a real, connected chain.
+     */
+    scopeChainId?: number | null): Promise<AccountAgentApy>;
     /**
      * Daily cumulative NET earnings for the window, scoped to a chain/asset.
      * Backs the "recent earnings" subline, whose figure must reconcile with the
@@ -822,7 +946,7 @@ type AgentApyOptions = {
     chainId?: number;
 };
 
-type OwneyErrorCode = "NOT_CONNECTED" | "NO_ACTIVE_CHAIN" | "WALLET_NO_ACCOUNTS" | "WALLET_ADDRESS_REQUIRED" | "WALLET_NOT_DEPLOYED" | "AGENT_NOT_FOUND" | "AGENT_CHAIN_INCOMPATIBLE" | "AGENT_EMPTY_LIST" | "AGENT_DISABLED" | "CHAIN_UNSUPPORTED" | "CHAIN_NO_COMPATIBLE_AGENTS" | "CHAIN_MISMATCH" | "ASSET_UNSUPPORTED" | "ASSET_NO_COMPATIBLE_AGENTS" | "DEPOSIT_BALANCE_UNAVAILABLE" | "DEPOSIT_PARTIAL_FAILURE" | "DEPOSIT_AMOUNT_BELOW_MINIMUM" | "DEPOSIT_CALLBACK_REQUIRED" | "DEPOSIT_CALLBACK_INVALID" | "DEPOSIT_NO_PERMITTED_TOKENS" | "DEPOSIT_INSUFFICIENT_BALANCE" | "WITHDRAW_NO_PERMITTED_TOKENS" | "WITHDRAW_INSUFFICIENT_BALANCE" | "WITHDRAW_ALL_FAILED" | "WITHDRAW_NOTHING_TO_WITHDRAW" | "WITHDRAW_PARTIAL_FAILURE" | "WITHDRAW_FAILED" | "AGENT_RATE_LIMITED" | "API_ROUTING_ERROR" | "API_ROUTING_FAILED" | "API_NO_AGENTS" | "SPONSOR_REQUEST_FAILED" | "PERMIT2_APPROVAL_REQUIRED" | "SPONSORED_CALLS_UNSUPPORTED" | "SPONSORED_CALLS_NO_ID" | "SPONSORED_CALLS_NO_RECEIPT" | "SWAP_DISABLED" | "SWAP_RATE_LIMITED" | "SWAP_REQUEST_FAILED" | "SWAP_QUOTE_FAILED" | "SWAP_UNSUPPORTED_PAIR" | "SWAP_APPROVAL_REQUIRED" | "SWAP_BELOW_DEPOSIT_MINIMUM" | "SWAP_DEPOSIT_PENDING" | "SWAP_WALLET_PROMPT_TIMEOUT" | "SWAP_INSUFFICIENT_GAS" | "SWAP_NATIVE_UNSUPPORTED" | "SWAP_ORDER_EXPIRED" | "SWAP_ORDER_REFUNDED" | "SWAP_ORDER_CANCELLED" | "WITHDRAW_ARRIVAL_TIMEOUT" | "WITHDRAW_SWAP_FAILED" | "BALANCE_ALL_FAILED" | "ALLOCATION_ALL_FAILED" | "VALIDATION_INVALID_DAYS";
+type OwneyErrorCode = "NOT_CONNECTED" | "NO_ACTIVE_CHAIN" | "WALLET_NO_ACCOUNTS" | "WALLET_ADDRESS_REQUIRED" | "WALLET_NOT_DEPLOYED" | "AGENT_NOT_FOUND" | "AGENT_CHAIN_INCOMPATIBLE" | "AGENT_EMPTY_LIST" | "AGENT_DISABLED" | "CHAIN_UNSUPPORTED" | "CHAIN_NO_COMPATIBLE_AGENTS" | "CHAIN_MISMATCH" | "ASSET_UNSUPPORTED" | "ASSET_NO_COMPATIBLE_AGENTS" | "DEPOSIT_BALANCE_UNAVAILABLE" | "DEPOSIT_PARTIAL_FAILURE" | "DEPOSIT_AMOUNT_BELOW_MINIMUM" | "DEPOSIT_CALLBACK_REQUIRED" | "DEPOSIT_CALLBACK_INVALID" | "DEPOSIT_NO_PERMITTED_TOKENS" | "DEPOSIT_INSUFFICIENT_BALANCE" | "WITHDRAW_NO_PERMITTED_TOKENS" | "WITHDRAW_INSUFFICIENT_BALANCE" | "WITHDRAW_ALL_FAILED" | "WITHDRAW_NOTHING_TO_WITHDRAW" | "WITHDRAW_PARTIAL_FAILURE" | "WITHDRAW_FAILED" | "AGENT_RATE_LIMITED" | "API_ROUTING_ERROR" | "API_ROUTING_FAILED" | "API_NO_AGENTS" | "SPONSOR_REQUEST_FAILED" | "PERMIT2_APPROVAL_REQUIRED" | "SPONSORED_CALLS_UNSUPPORTED" | "SPONSORED_CALLS_NO_ID" | "SPONSORED_CALLS_NO_RECEIPT" | "SWAP_DISABLED" | "SWAP_RATE_LIMITED" | "SWAP_REQUEST_FAILED" | "SWAP_QUOTE_FAILED" | "SWAP_UNSUPPORTED_PAIR" | "SWAP_APPROVAL_REQUIRED" | "SWAP_BELOW_DEPOSIT_MINIMUM" | "SWAP_DEPOSIT_PENDING" | "SWAP_WALLET_PROMPT_TIMEOUT" | "SWAP_INSUFFICIENT_GAS" | "SWAP_NATIVE_UNSUPPORTED" | "SWAP_ORDER_EXPIRED" | "SWAP_ORDER_REFUNDED" | "SWAP_ORDER_CANCELLED" | "WITHDRAW_ARRIVAL_TIMEOUT" | "WITHDRAW_SWAP_FAILED" | "BALANCE_ALL_FAILED" | "ALLOCATION_ALL_FAILED" | "POOL_CATALOG_UNSUPPORTED" | "POOL_SELECTION_UNSUPPORTED" | "VALIDATION_INVALID_DAYS";
 declare class OwneyError extends Error {
     readonly code: OwneyErrorCode;
     readonly details?: Record<string, unknown>;
@@ -986,6 +1110,7 @@ declare class OwneySDK {
     private orgAgentConfig;
     private orgAgentConfigPromise;
     private zyfaiRpcUrls?;
+    private userPoolCustomization;
     private routingApiBaseUrl?;
     private referralSource?;
     private cachedSponsoredCallback;
@@ -1596,7 +1721,27 @@ declare class OwneySDK {
      * agents that answered.
      */
     getDailyEarnings({ agentId, days, tokenSymbol, chainIds, }: DailyEarningsOptions): Promise<AccountDailyEarnings>;
-    getAccountApy({ agentId, days, tokenSymbol, }: AccountApyOptions): Promise<OwneyAccountApy | AccountAgentApy>;
+    /**
+     * The deposit-time pool catalogue (ROUT-569): every protocol with its
+     * selectable pools (name, APY, TVL, link) for `asset` under `strategy`.
+     * Defaults to the zyfai agent, the only one with pool customization today.
+     */
+    getPoolCatalog(params: {
+        asset: OwneySupportedTokens;
+        strategy: "conservative" | "aggressive";
+        agentId?: AgentId;
+    }): Promise<PoolCatalogProtocol[]>;
+    /**
+     * Apply a user's deposit-time pool selection to their account (ROUT-569).
+     * `strategy` is the one chosen in the deposit flow, passed through so pool
+     * names validate against it rather than the user's stored strategy.
+     */
+    setPoolSelection(params: {
+        policy: OrgPoolPolicy;
+        strategy?: "conservative" | "aggressive";
+        agentId?: AgentId;
+    }): Promise<void>;
+    getAccountApy({ agentId, days, tokenSymbol, chainId: scope, }: AccountApyOptions): Promise<OwneyAccountApy | AccountAgentApy>;
     /**
      * Get transaction history for a specific agent, or all agents.
      *
@@ -1738,4 +1883,4 @@ type StoredOrder = {
  */
 declare function listOrders(now?: number): StoredOrder[];
 
-export { type AccountAgentApy, type AccountApyOptions, type AccountDailyEarnings, type AgentApy, type AgentApyDetails, type AgentBalance, AgentChainIncompatibleError, type AgentEarnings, type AgentHistoryEntry, type AgentHistoryPosition, type AgentId, AgentNotFoundError, type AgentSupportedAsset, type AgentSupportedAssets, type AgentUserProfile, type AgentWithdrawResult, type AgentsApyOptions, type AllocationAgentApy, type AllocationApyOptions, type ApyByChainAndAsset, type ApyHistoryPoint, type Asset, type AssetDailyEarnings, type AvailableAgent, type AvailableAgentsOptions, type ConnectionState, type DailyApyDays, type DailyEarningsOptions, type DailyEarningsPoint, type DepositCallback, type DepositOptions, type HistoryAction, type HistoryFilters, type HistoryOptions, type HistoryTransaction, type IAgent, InvalidHistoryCursorError, type LookbackDays, NotConnectedError, type OwneyAccountApy, type OwneyAgentApy, type OwneyAgentHistory, type OwneyAllocationApy, type OwneyBalances, type OwneyDepositResult, type OwneyEarnings, OwneyError, type OwneyErrorCode, type OwneyMultiDepositResult, type OwneyPosition, OwneySDK, type OwneySDKConfig, type OwneySIWXConfig, type OwneySupportedChainId, type OwneySupportedChains, type OwneySupportedTokens, type OwneyToken, type OwneyUserProfile, type OwneyWithdrawAllLeg, type OwneyWithdrawAllResult, type OwneyWithdrawResult, type PendingDeposit, type RebalanceLog, type SwapChainTokens, type SwapDirection, type SwapOrderStatus, type SwapQuote, type SwapQuoteParams, type SwapRail, type SwapStage, type SwapTokenInfo, type SwapTokenSearchResult, type WithdrawOptions, type WithdrawSwapRecord, type WithdrawSwapStatus, clearWithdrawSwap, createOwneySIWX, listPendingDeposits, listOrders as listPendingSwaps, listWithdrawSwaps, saveWithdrawSwap, setOwneyDebug, subscribeWithdrawSwaps, updateWithdrawSwap };
+export { type AccountAgentApy, type AccountApyOptions, type AccountDailyEarnings, type AgentApy, type AgentApyDetails, type AgentBalance, AgentChainIncompatibleError, type AgentEarnings, type AgentHistoryEntry, type AgentHistoryPosition, type AgentId, AgentNotFoundError, type AgentSupportedAsset, type AgentSupportedAssets, type AgentUserProfile, type AgentWithdrawResult, type AgentsApyOptions, type AllocationAgentApy, type AllocationApyOptions, type ApyByChainAndAsset, type ApyCoverage, type ApyHistoryPoint, type Asset, type AssetDailyEarnings, type AvailableAgent, type AvailableAgentsOptions, type AvailablePool, type ConnectionState, type DailyApyDays, type DailyEarningsOptions, type DailyEarningsPoint, type DepositCallback, type DepositOptions, type HistoryAction, type HistoryFilters, type HistoryOptions, type HistoryTransaction, type IAgent, InvalidHistoryCursorError, type LookbackDays, NotConnectedError, type OrgPoolPolicy, type OrgPoolSelection, type OwneyAccountApy, type OwneyAgentApy, type OwneyAgentHistory, type OwneyAllocationApy, type OwneyBalances, type OwneyDepositResult, type OwneyEarnings, OwneyError, type OwneyErrorCode, type OwneyMultiDepositResult, type OwneyPosition, OwneySDK, type OwneySDKConfig, type OwneySIWXConfig, type OwneySupportedChainId, type OwneySupportedChains, type OwneySupportedTokens, type OwneyToken, type OwneyUserProfile, type OwneyWithdrawAllLeg, type OwneyWithdrawAllResult, type OwneyWithdrawResult, type PendingDeposit, type PoolCatalogProtocol, type RebalanceLog, type SwapChainTokens, type SwapDirection, type SwapOrderStatus, type SwapQuote, type SwapQuoteParams, type SwapRail, type SwapStage, type SwapTokenInfo, type SwapTokenSearchResult, type WithdrawOptions, type WithdrawSwapRecord, type WithdrawSwapStatus, clearWithdrawSwap, createOwneySIWX, listPendingDeposits, listOrders as listPendingSwaps, listWithdrawSwaps, saveWithdrawSwap, setOwneyDebug, subscribeWithdrawSwaps, updateWithdrawSwap };

package/dist/index.d.ts

@@ -276,6 +276,15 @@ interface OwneySDKConfig {
      * already-deployed app: set `globalThis.__OWNEY_DEBUG__ = true` in devtools.
      */
     debug?: boolean;
+    /**
+     * When true, the organization's pool policy is NOT applied on connect, so a
+     * user's own deposit-time pool selection (ROUT-569) is never overwritten by
+     * the org-level one on their next reconnect. Splitting and the rest of the
+     * org policy still apply. Turn this on in apps that expose the deposit-time
+     * Pools step (the spread flow); leave it off where the partner dashboard's
+     * pool customization is the source of truth.
+     */
+    userPoolCustomization?: boolean;
     /**
      * Absolute URL of an ERC-7677 paymaster service. When set, deposits go out as
      * an EIP-5792 `wallet_sendCalls` with `capabilities.paymasterService`, so a
@@ -374,6 +383,18 @@ type WithdrawOptions = {
 type AccountApyOptions = {
     agentId?: AgentId;
     days: LookbackDays;
+    /**
+     * Chain to scope the daily series to, instead of the one `activateAgent`
+     * last set (ROUT-479).
+     *
+     * `"all"` blends every chain the wallet held that day, which is what the
+     * chart's "All chains" filter asks for. Unlike the history and earnings
+     * reads this needs no fan-out: the provider's daily-APY payload is already
+     * wallet-wide and names each position's chain, so the scope is a filter over
+     * one response rather than several calls. Omit for the active chain, which
+     * stays the default.
+     */
+    chainId?: OwneySupportedChainId | "all";
     /**
      * Optional asset symbol (e.g. "USDC", "WETH") to scope the daily APY series
      * to a specific asset on the active chain. Without it the series blends every
@@ -476,6 +497,61 @@ type OrgAgentConfig = {
     poolPolicy?: OrgPoolPolicy | null;
 };
 
+/**
+ * Pool policy: Owney's org-level protocol/pool policy -> Zyfai's two mismatched
+ * write shapes.
+ *
+ * Zyfai splits "which protocols and pools may this user's funds sit in" across
+ * two calls that do not share an axis:
+ *
+ *   updateUserProfile({ protocols })   per ASSET,            chain-agnostic
+ *   customizeBatch([{ protocolId,      per (PROTOCOL, CHAIN), asset-agnostic
+ *                      chainId, pools, autoselect }])
+ *
+ * `protocols` is an explicit ALLOW-LIST: a protocol left out of it is disabled
+ * for that asset, on every chain, immediately. `customizeBatch` is the opposite
+ * shape — one record per (protocol, chain) pair, asset-agnostic, and per
+ * docs.zyf.ai it "creates or updates a record for the (user, protocol, chain)
+ * combination"; "previous customizations for the same combination are
+ * overwritten".
+ *
+ * That second property is the reason this file exists rather than a single
+ * flat translation: customizeBatch overwrites only the combinations it is
+ * GIVEN. The partner's stored policy (`OrgPoolPolicy.selections`) is sparse —
+ * only the protocols they actually narrowed appear — but the payload we send
+ * must be EXHAUSTIVE over every (protocol, chain) pair Zyfai offers this user.
+ * If we only sent the narrowed pairs, a partner who restricts Morpho, saves,
+ * then later re-ticks every pool box would never be able to undo it: nothing
+ * in the (sparse) policy would tell us to send a record clearing it, and the
+ * old restrictive record would stay live on the user's profile forever.
+ *
+ * Pure functions, kept out of the agent so the mapping is testable without a
+ * Zyfai client. See splitting.ts for the same pattern on the other lever.
+ */
+
+/** One selectable pool, with the figures the deposit-time Pools step shows. */
+type AvailablePool = {
+    chainId: number;
+    token: string;
+    name: string;
+    /** combined_apy (pool + rewards), already a percent. null when absent. */
+    apy: number | null;
+    /** TVL in USD. null when absent. See ZyfCustomizationPoolInfo: `tvl` is in
+     *  the pool's own token, `tvlUsd` is the dollar figure — only the latter is
+     *  safe to show with a currency symbol. */
+    tvlUsd: number | null;
+    /** Per-pool deep link (e.g. the Morpho vault page). null when absent. */
+    link: string | null;
+};
+/** One protocol with its pools for the deposit asset — what the Pools step
+ *  renders: a protocol row that opens to a list of selectable pools. */
+type PoolCatalogProtocol = {
+    protocolId: string;
+    name: string;
+    logo: string | null;
+    pools: AvailablePool[];
+};
+
 interface OwneyDepositResult {
     txHash: string;
     smartWallet: string;
@@ -606,6 +682,28 @@ interface ApyHistoryPoint {
         unit: string;
     };
 }
+/**
+ * What the APY chart's chain/asset menus are allowed to offer, and how far
+ * back each option reaches (ROUT-479).
+ *
+ * An option only earns a place if some day in the window held a real position
+ * on it — a balance and a rate. Listing anything else would offer a filter
+ * that draws a blank chart. `days` is what the menu prints beside each row,
+ * and the legs genuinely differ: a wallet can hold USDC for a fortnight and
+ * WETH for three days.
+ */
+interface ApyCoverage {
+    chains: {
+        chainId: number;
+        days: number;
+    }[];
+    /** Legs whose `tokenSymbol` the provider left unset are absent — they cannot
+     *  be named, so they cannot be picked. Their chain still counts. */
+    assets: {
+        asset: string;
+        days: number;
+    }[];
+}
 interface AccountAgentApy {
     walletAddress: string;
     weightedApyAfterFee?: number;
@@ -616,6 +714,8 @@ interface AccountAgentApy {
      * date. Empty when the provider returns no daily history.
      */
     history?: ApyHistoryPoint[];
+    /** Which chains/assets this history can be filtered down to. */
+    coverage?: ApyCoverage;
 }
 interface OwneyAccountApy {
     totalApy: string;
@@ -779,6 +879,23 @@ interface IAgent {
      * unchanged rather than break the connect.
      */
     applyOrgPolicy?(state: ConnectionState, chainId: number, policy: OrgAgentConfig): Promise<void>;
+    /**
+     * The deposit-time pool catalogue for one asset and strategy: protocols with
+     * their selectable pools and figures. Optional — an agent with no pool
+     * customization omits it. (ROUT-569)
+     */
+    getPoolCatalog?(params: {
+        asset: string;
+        strategy: "conservative" | "aggressive";
+    }): Promise<PoolCatalogProtocol[]>;
+    /**
+     * Apply a user's own pool selection to their account, driven by the
+     * deposit-time Pools step. Optional, and non-fatal like `applyOrgPolicy`.
+     * (ROUT-569)
+     */
+    setPoolSelection?(policy: OrgPoolPolicy, opts?: {
+        strategy?: "conservative" | "aggressive";
+    }): Promise<void>;
     deposit(state: ConnectionState, chainId: number, amount: string, asset: OwneySupportedTokens, depositCallback?: DepositCallback): Promise<OwneyDepositResult>;
     withdraw(state: ConnectionState, chainId: number, token: OwneySupportedTokens, amount?: string): Promise<AgentWithdrawResult>;
     getBalances(state: ConnectionState, chainId: number): Promise<AgentBalance>;
@@ -793,7 +910,14 @@ interface IAgent {
      * Optional asset symbol ("USDC" / "WETH") scoping the daily series to a
      * single asset on the chain. Agents without per-asset positions ignore it.
      */
-    tokenSymbol?: string): Promise<AccountAgentApy>;
+    tokenSymbol?: string, 
+    /**
+     * Chain the series is scoped to, when that differs from the chain the
+     * connection is on. `null` spans every chain the wallet held (ROUT-479);
+     * omitted means `chainId`. Kept apart from `chainId` because that one
+     * still resolves the wallet and must stay a real, connected chain.
+     */
+    scopeChainId?: number | null): Promise<AccountAgentApy>;
     /**
      * Daily cumulative NET earnings for the window, scoped to a chain/asset.
      * Backs the "recent earnings" subline, whose figure must reconcile with the
@@ -822,7 +946,7 @@ type AgentApyOptions = {
     chainId?: number;
 };
 
-type OwneyErrorCode = "NOT_CONNECTED" | "NO_ACTIVE_CHAIN" | "WALLET_NO_ACCOUNTS" | "WALLET_ADDRESS_REQUIRED" | "WALLET_NOT_DEPLOYED" | "AGENT_NOT_FOUND" | "AGENT_CHAIN_INCOMPATIBLE" | "AGENT_EMPTY_LIST" | "AGENT_DISABLED" | "CHAIN_UNSUPPORTED" | "CHAIN_NO_COMPATIBLE_AGENTS" | "CHAIN_MISMATCH" | "ASSET_UNSUPPORTED" | "ASSET_NO_COMPATIBLE_AGENTS" | "DEPOSIT_BALANCE_UNAVAILABLE" | "DEPOSIT_PARTIAL_FAILURE" | "DEPOSIT_AMOUNT_BELOW_MINIMUM" | "DEPOSIT_CALLBACK_REQUIRED" | "DEPOSIT_CALLBACK_INVALID" | "DEPOSIT_NO_PERMITTED_TOKENS" | "DEPOSIT_INSUFFICIENT_BALANCE" | "WITHDRAW_NO_PERMITTED_TOKENS" | "WITHDRAW_INSUFFICIENT_BALANCE" | "WITHDRAW_ALL_FAILED" | "WITHDRAW_NOTHING_TO_WITHDRAW" | "WITHDRAW_PARTIAL_FAILURE" | "WITHDRAW_FAILED" | "AGENT_RATE_LIMITED" | "API_ROUTING_ERROR" | "API_ROUTING_FAILED" | "API_NO_AGENTS" | "SPONSOR_REQUEST_FAILED" | "PERMIT2_APPROVAL_REQUIRED" | "SPONSORED_CALLS_UNSUPPORTED" | "SPONSORED_CALLS_NO_ID" | "SPONSORED_CALLS_NO_RECEIPT" | "SWAP_DISABLED" | "SWAP_RATE_LIMITED" | "SWAP_REQUEST_FAILED" | "SWAP_QUOTE_FAILED" | "SWAP_UNSUPPORTED_PAIR" | "SWAP_APPROVAL_REQUIRED" | "SWAP_BELOW_DEPOSIT_MINIMUM" | "SWAP_DEPOSIT_PENDING" | "SWAP_WALLET_PROMPT_TIMEOUT" | "SWAP_INSUFFICIENT_GAS" | "SWAP_NATIVE_UNSUPPORTED" | "SWAP_ORDER_EXPIRED" | "SWAP_ORDER_REFUNDED" | "SWAP_ORDER_CANCELLED" | "WITHDRAW_ARRIVAL_TIMEOUT" | "WITHDRAW_SWAP_FAILED" | "BALANCE_ALL_FAILED" | "ALLOCATION_ALL_FAILED" | "VALIDATION_INVALID_DAYS";
+type OwneyErrorCode = "NOT_CONNECTED" | "NO_ACTIVE_CHAIN" | "WALLET_NO_ACCOUNTS" | "WALLET_ADDRESS_REQUIRED" | "WALLET_NOT_DEPLOYED" | "AGENT_NOT_FOUND" | "AGENT_CHAIN_INCOMPATIBLE" | "AGENT_EMPTY_LIST" | "AGENT_DISABLED" | "CHAIN_UNSUPPORTED" | "CHAIN_NO_COMPATIBLE_AGENTS" | "CHAIN_MISMATCH" | "ASSET_UNSUPPORTED" | "ASSET_NO_COMPATIBLE_AGENTS" | "DEPOSIT_BALANCE_UNAVAILABLE" | "DEPOSIT_PARTIAL_FAILURE" | "DEPOSIT_AMOUNT_BELOW_MINIMUM" | "DEPOSIT_CALLBACK_REQUIRED" | "DEPOSIT_CALLBACK_INVALID" | "DEPOSIT_NO_PERMITTED_TOKENS" | "DEPOSIT_INSUFFICIENT_BALANCE" | "WITHDRAW_NO_PERMITTED_TOKENS" | "WITHDRAW_INSUFFICIENT_BALANCE" | "WITHDRAW_ALL_FAILED" | "WITHDRAW_NOTHING_TO_WITHDRAW" | "WITHDRAW_PARTIAL_FAILURE" | "WITHDRAW_FAILED" | "AGENT_RATE_LIMITED" | "API_ROUTING_ERROR" | "API_ROUTING_FAILED" | "API_NO_AGENTS" | "SPONSOR_REQUEST_FAILED" | "PERMIT2_APPROVAL_REQUIRED" | "SPONSORED_CALLS_UNSUPPORTED" | "SPONSORED_CALLS_NO_ID" | "SPONSORED_CALLS_NO_RECEIPT" | "SWAP_DISABLED" | "SWAP_RATE_LIMITED" | "SWAP_REQUEST_FAILED" | "SWAP_QUOTE_FAILED" | "SWAP_UNSUPPORTED_PAIR" | "SWAP_APPROVAL_REQUIRED" | "SWAP_BELOW_DEPOSIT_MINIMUM" | "SWAP_DEPOSIT_PENDING" | "SWAP_WALLET_PROMPT_TIMEOUT" | "SWAP_INSUFFICIENT_GAS" | "SWAP_NATIVE_UNSUPPORTED" | "SWAP_ORDER_EXPIRED" | "SWAP_ORDER_REFUNDED" | "SWAP_ORDER_CANCELLED" | "WITHDRAW_ARRIVAL_TIMEOUT" | "WITHDRAW_SWAP_FAILED" | "BALANCE_ALL_FAILED" | "ALLOCATION_ALL_FAILED" | "POOL_CATALOG_UNSUPPORTED" | "POOL_SELECTION_UNSUPPORTED" | "VALIDATION_INVALID_DAYS";
 declare class OwneyError extends Error {
     readonly code: OwneyErrorCode;
     readonly details?: Record<string, unknown>;
@@ -986,6 +1110,7 @@ declare class OwneySDK {
     private orgAgentConfig;
     private orgAgentConfigPromise;
     private zyfaiRpcUrls?;
+    private userPoolCustomization;
     private routingApiBaseUrl?;
     private referralSource?;
     private cachedSponsoredCallback;
@@ -1596,7 +1721,27 @@ declare class OwneySDK {
      * agents that answered.
      */
     getDailyEarnings({ agentId, days, tokenSymbol, chainIds, }: DailyEarningsOptions): Promise<AccountDailyEarnings>;
-    getAccountApy({ agentId, days, tokenSymbol, }: AccountApyOptions): Promise<OwneyAccountApy | AccountAgentApy>;
+    /**
+     * The deposit-time pool catalogue (ROUT-569): every protocol with its
+     * selectable pools (name, APY, TVL, link) for `asset` under `strategy`.
+     * Defaults to the zyfai agent, the only one with pool customization today.
+     */
+    getPoolCatalog(params: {
+        asset: OwneySupportedTokens;
+        strategy: "conservative" | "aggressive";
+        agentId?: AgentId;
+    }): Promise<PoolCatalogProtocol[]>;
+    /**
+     * Apply a user's deposit-time pool selection to their account (ROUT-569).
+     * `strategy` is the one chosen in the deposit flow, passed through so pool
+     * names validate against it rather than the user's stored strategy.
+     */
+    setPoolSelection(params: {
+        policy: OrgPoolPolicy;
+        strategy?: "conservative" | "aggressive";
+        agentId?: AgentId;
+    }): Promise<void>;
+    getAccountApy({ agentId, days, tokenSymbol, chainId: scope, }: AccountApyOptions): Promise<OwneyAccountApy | AccountAgentApy>;
     /**
      * Get transaction history for a specific agent, or all agents.
      *
@@ -1738,4 +1883,4 @@ type StoredOrder = {
  */
 declare function listOrders(now?: number): StoredOrder[];
 
-export { type AccountAgentApy, type AccountApyOptions, type AccountDailyEarnings, type AgentApy, type AgentApyDetails, type AgentBalance, AgentChainIncompatibleError, type AgentEarnings, type AgentHistoryEntry, type AgentHistoryPosition, type AgentId, AgentNotFoundError, type AgentSupportedAsset, type AgentSupportedAssets, type AgentUserProfile, type AgentWithdrawResult, type AgentsApyOptions, type AllocationAgentApy, type AllocationApyOptions, type ApyByChainAndAsset, type ApyHistoryPoint, type Asset, type AssetDailyEarnings, type AvailableAgent, type AvailableAgentsOptions, type ConnectionState, type DailyApyDays, type DailyEarningsOptions, type DailyEarningsPoint, type DepositCallback, type DepositOptions, type HistoryAction, type HistoryFilters, type HistoryOptions, type HistoryTransaction, type IAgent, InvalidHistoryCursorError, type LookbackDays, NotConnectedError, type OwneyAccountApy, type OwneyAgentApy, type OwneyAgentHistory, type OwneyAllocationApy, type OwneyBalances, type OwneyDepositResult, type OwneyEarnings, OwneyError, type OwneyErrorCode, type OwneyMultiDepositResult, type OwneyPosition, OwneySDK, type OwneySDKConfig, type OwneySIWXConfig, type OwneySupportedChainId, type OwneySupportedChains, type OwneySupportedTokens, type OwneyToken, type OwneyUserProfile, type OwneyWithdrawAllLeg, type OwneyWithdrawAllResult, type OwneyWithdrawResult, type PendingDeposit, type RebalanceLog, type SwapChainTokens, type SwapDirection, type SwapOrderStatus, type SwapQuote, type SwapQuoteParams, type SwapRail, type SwapStage, type SwapTokenInfo, type SwapTokenSearchResult, type WithdrawOptions, type WithdrawSwapRecord, type WithdrawSwapStatus, clearWithdrawSwap, createOwneySIWX, listPendingDeposits, listOrders as listPendingSwaps, listWithdrawSwaps, saveWithdrawSwap, setOwneyDebug, subscribeWithdrawSwaps, updateWithdrawSwap };
+export { type AccountAgentApy, type AccountApyOptions, type AccountDailyEarnings, type AgentApy, type AgentApyDetails, type AgentBalance, AgentChainIncompatibleError, type AgentEarnings, type AgentHistoryEntry, type AgentHistoryPosition, type AgentId, AgentNotFoundError, type AgentSupportedAsset, type AgentSupportedAssets, type AgentUserProfile, type AgentWithdrawResult, type AgentsApyOptions, type AllocationAgentApy, type AllocationApyOptions, type ApyByChainAndAsset, type ApyCoverage, type ApyHistoryPoint, type Asset, type AssetDailyEarnings, type AvailableAgent, type AvailableAgentsOptions, type AvailablePool, type ConnectionState, type DailyApyDays, type DailyEarningsOptions, type DailyEarningsPoint, type DepositCallback, type DepositOptions, type HistoryAction, type HistoryFilters, type HistoryOptions, type HistoryTransaction, type IAgent, InvalidHistoryCursorError, type LookbackDays, NotConnectedError, type OrgPoolPolicy, type OrgPoolSelection, type OwneyAccountApy, type OwneyAgentApy, type OwneyAgentHistory, type OwneyAllocationApy, type OwneyBalances, type OwneyDepositResult, type OwneyEarnings, OwneyError, type OwneyErrorCode, type OwneyMultiDepositResult, type OwneyPosition, OwneySDK, type OwneySDKConfig, type OwneySIWXConfig, type OwneySupportedChainId, type OwneySupportedChains, type OwneySupportedTokens, type OwneyToken, type OwneyUserProfile, type OwneyWithdrawAllLeg, type OwneyWithdrawAllResult, type OwneyWithdrawResult, type PendingDeposit, type PoolCatalogProtocol, type RebalanceLog, type SwapChainTokens, type SwapDirection, type SwapOrderStatus, type SwapQuote, type SwapQuoteParams, type SwapRail, type SwapStage, type SwapTokenInfo, type SwapTokenSearchResult, type WithdrawOptions, type WithdrawSwapRecord, type WithdrawSwapStatus, clearWithdrawSwap, createOwneySIWX, listPendingDeposits, listOrders as listPendingSwaps, listWithdrawSwaps, saveWithdrawSwap, setOwneyDebug, subscribeWithdrawSwaps, updateWithdrawSwap };

package/dist/index.js

@@ -470,7 +470,7 @@ function rawPoolApyForChain(entry, chainId, tokenSymbol) {
   let weightedSum = 0;
   let totalBalance = 0;
   for (const p of entry.positions ?? []) {
-    if (p.chainId !== chainId) continue;
+    if (chainId !== void 0 && p.chainId !== chainId) continue;
     if (tokenSymbol && p.tokenSymbol?.toUpperCase() !== tokenSymbol.toUpperCase()) continue;
     const balance = p.balance ?? 0;
     const apy = netApy(p.apy_withFee, p.apy, "apy_withFee");
@@ -480,6 +480,28 @@ function rawPoolApyForChain(entry, chainId, tokenSymbol) {
   }
   return totalBalance > 0 ? weightedSum / totalBalance : null;
 }
+function historyCoverage(raw) {
+  const chains = /* @__PURE__ */ new Map();
+  const assets = /* @__PURE__ */ new Map();
+  for (const date of Object.keys(raw.history ?? {}).sort()) {
+    void date;
+    const seenChains = /* @__PURE__ */ new Set();
+    const seenAssets = /* @__PURE__ */ new Set();
+    for (const p of (raw.history ?? {})[date].positions ?? []) {
+      const balance = p.balance ?? 0;
+      const apy = netApy(p.apy_withFee, p.apy, "apy_withFee");
+      if (balance <= 0 || typeof apy !== "number") continue;
+      seenChains.add(p.chainId);
+      if (p.tokenSymbol) seenAssets.add(p.tokenSymbol.toUpperCase());
+    }
+    for (const c of seenChains) chains.set(c, (chains.get(c) ?? 0) + 1);
+    for (const a of seenAssets) assets.set(a, (assets.get(a) ?? 0) + 1);
+  }
+  return {
+    chains: [...chains].map(([chainId, days]) => ({ chainId, days })),
+    assets: [...assets].map(([asset, days]) => ({ asset, days }))
+  };
+}
 function mapApyHistory(raw, chainId, tokenSymbol) {
   const history = Object.entries(raw.history ?? {}).map(([date, entry]) => ({
     date,
@@ -490,7 +512,7 @@ function mapApyHistory(raw, chainId, tokenSymbol) {
     ...tokenSymbol ? {
       historicalBalance: {
         amount: (entry.positions ?? []).filter(
-          (p) => p.chainId === chainId && p.tokenSymbol?.toUpperCase() === tokenSymbol.toUpperCase() && Number.isFinite(p.balance) && p.balance > 0 && Number.isFinite(p.apy_withFee ?? p.apy)
+          (p) => (chainId === void 0 || p.chainId === chainId) && p.tokenSymbol?.toUpperCase() === tokenSymbol.toUpperCase() && Number.isFinite(p.balance) && p.balance > 0 && Number.isFinite(p.apy_withFee ?? p.apy)
         ).reduce((sum, p) => sum + p.balance, 0),
         unit: tokenSymbol.toUpperCase()
       }
@@ -500,7 +522,8 @@ function mapApyHistory(raw, chainId, tokenSymbol) {
     walletAddress: raw.walletAddress,
     weightedApyAfterFee: raw.weightedApyAfterFee ? sumTokenValues(raw.weightedApyAfterFee) : void 0,
     apyByChainAndAsset: mapWeightedApyByChain(raw.weightedApyAfterFeeByChain),
-    history
+    history,
+    coverage: historyCoverage(raw)
   };
 }
 function splitOpportunity(opportunity) {
@@ -959,6 +982,9 @@ function splittingNeedsUpdate(current, desired) {
 }
 
 // src/agents/zyfai/pool-policy.ts
+function orgPolicyForConnect(policy, userPoolCustomization) {
+  return userPoolCustomization ? { ...policy, poolPolicy: null } : policy;
+}
 function toZyfaiCustomizations(policy, availableByProtocol, chainsByProtocol) {
   const selectionByKey = /* @__PURE__ */ new Map();
   for (const selection of policy.selections) {
@@ -1050,6 +1076,47 @@ function protocolsPolicyNeedsUpdate(current, desiredProtocols, desiredAutoSelect
   if (desiredProtocols === null) return false;
   return !protocolListsEqual(current.protocols, desiredProtocols);
 }
+function mapAvailablePools(raw) {
+  const byChain = raw ?? {};
+  if (typeof byChain !== "object" || byChain === null) return [];
+  const result = [];
+  for (const [chainIdStr, byToken] of Object.entries(byChain)) {
+    const chainId = Number(chainIdStr);
+    if (!Number.isFinite(chainId)) continue;
+    for (const [token, entry] of Object.entries(byToken ?? {})) {
+      for (const pool of entry?.pools ?? []) {
+        if (!pool?.name) continue;
+        result.push({
+          chainId,
+          token,
+          name: pool.name,
+          apy: pool.info?.combined_apy ?? null,
+          tvlUsd: pool.info?.tvlUsd ?? null,
+          link: pool.info?.link ?? null
+        });
+      }
+    }
+  }
+  return result;
+}
+function assemblePoolCatalog(protocols, poolsByProtocol, asset, chains) {
+  const wanted = asset.toUpperCase();
+  const allowedChains = chains && chains.length > 0 ? new Set(chains) : void 0;
+  const catalog = [];
+  for (const protocol of protocols) {
+    const pools = (poolsByProtocol.get(protocol.id) ?? []).filter(
+      (p) => p.token.toUpperCase() === wanted && (allowedChains === void 0 || allowedChains.has(p.chainId))
+    );
+    if (pools.length === 0) continue;
+    catalog.push({
+      protocolId: protocol.id,
+      name: protocol.name,
+      logo: protocol.imageUrl ?? null,
+      pools
+    });
+  }
+  return catalog;
+}
 
 // src/agents/zyfai/zyfai.agent.ts
 var ERC7579_IS_MODULE_INSTALLED_ABI = parseAbi([
@@ -1476,7 +1543,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
    * connecting, so a Zyfai hiccup must leave the user connected with their
    * profile unchanged, never fail activation.
    */
-  async applyPoolPolicy(policy) {
+  async applyPoolPolicy(policy, opts = {}) {
     try {
       const { protocols: universe } = await this.sdk.getAvailableProtocols(
         this.supportedChainIds[0]
@@ -1490,7 +1557,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
         universeIds,
         chainsByProtocol
       });
-      let strategy;
+      let strategy = opts.strategy;
       const desiredProtocols = deriveProtocols(
         policy,
         universeIds,
@@ -1570,6 +1637,50 @@ var ZyfaiAgent = class _ZyfaiAgent {
       );
     }
   }
+  /**
+   * The deposit-time Pools step's catalogue: every protocol Zyfai offers this
+   * user, each with the pools (name, APY, TVL, link) selectable for `asset`
+   * under `strategy`. Sourced from the same two Zyfai calls `applyPoolPolicy`
+   * uses, so "shown" and "selectable" are one set. A protocol whose pool
+   * lookup fails is skipped rather than failing the whole catalogue.
+   */
+  async getPoolCatalog(params) {
+    const { protocols: universe } = await this.sdk.getAvailableProtocols(
+      this.supportedChainIds[0]
+    );
+    const poolResults = await Promise.all(
+      universe.map(async (protocol) => {
+        try {
+          const raw = await this.sdk.getAvailablePools(
+            protocol.id,
+            params.strategy
+          );
+          return [protocol.id, mapAvailablePools(raw)];
+        } catch (error) {
+          console.warn(
+            `[zyfai] getPoolCatalog: getAvailablePools(${protocol.id}) failed, skipping (non-fatal):`,
+            error instanceof Error ? error.message : String(error)
+          );
+          return null;
+        }
+      })
+    );
+    const poolsByProtocol = /* @__PURE__ */ new Map();
+    for (const result of poolResults) {
+      if (result) poolsByProtocol.set(result[0], result[1]);
+    }
+    return assemblePoolCatalog(universe, poolsByProtocol, params.asset);
+  }
+  /**
+   * Apply a user's own pool selection (the deposit-time Pools step) to their
+   * Zyfai profile. Same two writes as the org path — this is `applyPoolPolicy`
+   * driven by the user's `policy` instead of the organization's, with the
+   * deposit's chosen `strategy` passed through so pool names validate against
+   * the strategy the user just picked rather than their stored one.
+   */
+  async setPoolSelection(policy, opts = {}) {
+    await this.applyPoolPolicy(policy, opts);
+  }
   /**
    * True when `smartWallet` is the backend-managed pool wallet Zyfai assigned
    * to this EOA — the "new wallet" kind that is predeployed on the chains it
@@ -1696,11 +1807,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
         );
         return;
       }
-      await this.ensureSessionKey(
-        ownerAddress,
-        chainId,
-        wallet.address
-      );
+      await this.ensureSessionKey(ownerAddress, chainId, wallet.address);
     } catch (error) {
       console.warn(
         "[zyfai] session-key check at activation failed (non-fatal):",
@@ -1811,11 +1918,7 @@ var ZyfaiAgent = class _ZyfaiAgent {
         "zyfai:onboard",
         "Safe already has code -> no deploy needed, checking the session key"
       );
-      await this.ensureSessionKey(
-        ownerAddress,
-        chainId,
-        wallet.address
-      );
+      await this.ensureSessionKey(ownerAddress, chainId, wallet.address);
       return wallet.address;
     }
     const poolFirst = await this.isPredeployedPoolWallet(
@@ -1982,14 +2085,17 @@ var ZyfaiAgent = class _ZyfaiAgent {
     this.earningsRefreshes.set(key2, pending);
     return pending;
   }
-  async getAccountApy(state, chainId, days, tokenSymbol) {
+  async getAccountApy(state, chainId, days, tokenSymbol, scopeChainId) {
     const { smartWallet } = await this.resolveSmartWallet(state, chainId);
     const raw = await this.sdk.getDailyApyHistory(smartWallet, days);
-    return mapApyHistory(raw, chainId, tokenSymbol);
+    const scope = scopeChainId === null ? void 0 : scopeChainId ?? chainId;
+    return mapApyHistory(raw, scope, tokenSymbol);
   }
   async getDailyEarnings(state, chainId, days, tokenSymbol) {
     const { smartWallet } = await this.resolveSmartWallet(state, chainId);
-    const start = new Date(Date.now() - (DayFilterMapping[days] + 1) * 864e5);
+    const start = new Date(
+      Date.now() - (DayFilterMapping[days] + 1) * 864e5
+    );
     const raw = await this.sdk.getDailyEarnings(
       smartWallet,
       start.toISOString().slice(0, 10)
@@ -4308,6 +4414,7 @@ var OwneySDK = class {
   orgAgentConfig;
   orgAgentConfigPromise = null;
   zyfaiRpcUrls;
+  userPoolCustomization = false;
   routingApiBaseUrl;
   referralSource;
   cachedSponsoredCallback = null;
@@ -4333,6 +4440,7 @@ var OwneySDK = class {
     this.routingApiBaseUrl = config.routingApiBaseUrl;
     this.paymasterServiceUrl = config.paymasterServiceUrl;
     this.referralSource = config.referralSource;
+    this.userPoolCustomization = config.userPoolCustomization ?? false;
   }
   /**
    * Establish connection state for all subsequent SDK calls.
@@ -4559,7 +4667,8 @@ var OwneySDK = class {
     try {
       const policy = await this.getOrgAgentConfig();
       if (!policy) return;
-      await agent.applyOrgPolicy(state, chainId, policy);
+      const effective = orgPolicyForConnect(policy, this.userPoolCustomization);
+      await agent.applyOrgPolicy(state, chainId, effective);
     } catch (error) {
       console.warn(
         `[owney-sdk] applyOrgPolicy(${agent.id}) failed (non-fatal):`,
@@ -6376,20 +6485,57 @@ var OwneySDK = class {
       chainId
     };
   }
+  /**
+   * The deposit-time pool catalogue (ROUT-569): every protocol with its
+   * selectable pools (name, APY, TVL, link) for `asset` under `strategy`.
+   * Defaults to the zyfai agent, the only one with pool customization today.
+   */
+  async getPoolCatalog(params) {
+    await this.ensureAgentsInitialized();
+    const agent = this.getAgent(params.agentId ?? "zyfai");
+    if (!agent.getPoolCatalog) {
+      throw new OwneyError(
+        "POOL_CATALOG_UNSUPPORTED",
+        `Agent ${agent.id} does not support pool customization`
+      );
+    }
+    return agent.getPoolCatalog({
+      asset: params.asset,
+      strategy: params.strategy
+    });
+  }
+  /**
+   * Apply a user's deposit-time pool selection to their account (ROUT-569).
+   * `strategy` is the one chosen in the deposit flow, passed through so pool
+   * names validate against it rather than the user's stored strategy.
+   */
+  async setPoolSelection(params) {
+    await this.ensureAgentsInitialized();
+    const agent = this.getAgent(params.agentId ?? "zyfai");
+    if (!agent.setPoolSelection) {
+      throw new OwneyError(
+        "POOL_SELECTION_UNSUPPORTED",
+        `Agent ${agent.id} does not support pool customization`
+      );
+    }
+    await agent.setPoolSelection(params.policy, { strategy: params.strategy });
+  }
   async getAccountApy({
     agentId,
     days,
-    tokenSymbol
+    tokenSymbol,
+    chainId: scope
   }) {
     const state = this.requireState();
     const chainId = this.requireChainId();
+    const scopeChainId = scope === "all" ? null : scope;
     if (agentId) {
       const agent = this.getAgent(agentId);
       return this.readAgent(
         agent,
         "accountApy",
-        () => agent.getAccountApy(state, chainId, days, tokenSymbol),
-        { days, tokenSymbol }
+        () => agent.getAccountApy(state, chainId, days, tokenSymbol, scopeChainId),
+        { days, tokenSymbol, scopeChainId }
       );
     }
     const activeAgents = this.getActiveAgents();
@@ -6400,8 +6546,14 @@ var OwneySDK = class {
           const apy = await this.readAgent(
             agent,
             "accountApy",
-            () => agent.getAccountApy(state, chainId, days, tokenSymbol),
-            { days, tokenSymbol }
+            () => agent.getAccountApy(
+              state,
+              chainId,
+              days,
+              tokenSymbol,
+              scopeChainId
+            ),
+            { days, tokenSymbol, scopeChainId }
           );
           return [id, apy];
         })

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@owney/sdk",
-  "version": "0.7.28-beta.1",
+  "version": "0.7.28-beta.2",
   "type": "module",
   "main": "dist/index.cjs",
   "module": "dist/index.js",