@perena/vault-sdk 1.0.53 → 1.0.55

package/dist/index.d.ts

@@ -13749,7 +13749,12 @@ interface SimulateDryRunSettlementParams {
     updates: HoldingUpdatePreview[];
     nowSecs: bigint;
 }
-declare function simulateDryRunSettlement({ client, signer, vault, vaultState, updates, nowSecs, }: SimulateDryRunSettlementParams): Promise<SettlementSimulation>;
+declare function simulateDryRunSettlement(args: SimulateDryRunSettlementParams): Promise<SettlementSimulation>;
+/** Assess both this report on its own and what current consensus would settle. */
+declare function simulateOraclePublication(args: SimulateDryRunSettlementParams): Promise<{
+    consensus: SettlementSimulation;
+    proposed: SettlementSimulation;
+}>;
 
 declare function buildUpdates(yieldTracker: YieldTracker | undefined, reportableHoldings: ConsensusHoldingEntry[], inputs: VaultPricingInputs): Promise<HoldingUpdatePreview[]>;
 declare function buildHoldingUpdate(yieldTracker: YieldTracker | undefined, entry: ConsensusHoldingEntry, inputs: VaultPricingInputs): Promise<HoldingUpdatePreview>;
@@ -13760,6 +13765,10 @@ declare function resolveTrackedAmounts(yieldTracker: YieldTracker | undefined, c
     yieldAmount: bigint;
 }>;
 
+declare const MAX_ORACLE_IMPLIED_APY_BPS = 2000n;
+/** Independent of the configured on-chain cap and its high-water-mark gate. */
+declare function assertOracleImpliedApy(vault: Address, simulation: SettlementSimulation, label: "proposed report" | "current consensus"): void;
+
 /**
  * Step 1 of a pass: keep active permissionless price sources warm so they
  * cannot block the NAV crank after the consensus report lands. Prices are
@@ -14198,6 +14207,8 @@ interface SimulateSettlementArgs {
     physicalShareSupply?: bigint;
     physicalJuniorSupply?: bigint;
     physicalSeniorSupply?: bigint;
+    /** Hypothetical report-quality check, independent of standing peer reports. */
+    assumeProposedUpdatesApplied?: boolean;
 }
 /**
  * Check the reports actually published on chain, without overlaying a proposed
@@ -14635,4 +14646,4 @@ declare function decodeNestDepositRequest(args: {
     txBase64: string;
 }): Promise<NestDepositPlan>;
 
-export { ASSET_DECIMALS, ASSET_REBALANCE_COOLDOWN_SECS, type AccountBalanceResponse, AccountClient, type AccountYieldResponse, ActivateCircuitBreakerBuilder, type ActivateCircuitBreakerIxArgs, type ActivateCircuitBreakerTxArgs, type AddAprCashflowUpdateParams, type AddCashflowUpdateParams, type AddIncentiveRecipientArgs, AddIncentiveRecipientBuilder, type AddIncentiveRecipientIxArgs, AddIncentiveRecipientV3Builder, type AddIncentiveRecipientV3IxArgs, type AddIncentiveRecipientV3TxArgs, type AddNavCashflowUpdateParams, type AprAccountBalanceResponse, type AprAccountYieldResponse, type AssetPriceOracleConfigIxArgs, type AssetPriceOracleConfigTxArgs, type AssetPriceRefreshTarget, type AssetRefreshResult, type AssetType, BALANCE_CHANGE_BASELINE_MAX_AGE_SECS, type Bankineco, type BasicAuthCredentials, type Bigintish, type BuildMarginfiWithdrawInteractionArgs, CONSENSUS_ORACLE_VARIANT, type CancelIncentiveProposalArgs, CancelIncentiveProposalBuilder, CancelJuniorTrancheWithdrawBuilder, type CancelJuniorTrancheWithdrawIxArgs, type CancelJuniorTrancheWithdrawTxArgs, ClaimIncentiveBuilder, type ClaimIncentiveIxArgs, type ClaimIncentiveTxArgs, ClaimIncentiveV3Builder, type ClaimIncentiveV3IxArgs, type ClaimIncentiveV3TxArgs, type Clock, type CollectSamplesOptions, type ConsensusAssetUpdate, type ConsensusHoldingEntry, type ConsensusHoldingSimulation, type ConsensusOracleDeps, type ConsensusOracleHoldingConfig, ConsensusOracleService, type ConsensusOracleTarget, CrankNavBuilder, type CrankNavIxArgs, type CrankNavTxArgs, CrankPerformanceFeesBuilder, type CrankPerformanceFeesIxArgs, type CrankPerformanceFeesTxArgs, type CreateAccountParams, CreateAssetHoldingBuilder, type CreateAssetHoldingIxArgs, type CreateAssetHoldingTxArgs, CreateIncentiveBuilder, type CreateIncentiveIxArgs, type CreateIncentiveTxArgs, CreateIncentiveV3Builder, type CreateIncentiveV3IxArgs, type CreateIncentiveV3TxArgs, type CreateTokenMintIxs, CreateTrancheStateBuilder, type CreateTrancheStateIxArgs, type CreateTrancheStateTxArgs, CreateVaultBuilder, type CreateVaultClientOptions, type CreateVaultIxArgs, type CreateVaultParams, type CreateVaultTxArgs, type CreateYieldPaymentParams, DEFAULT_CU_PRICE_MICRO_LAMPORTS, DEFAULT_JUNIOR_EARLY_UNSTAKE_FEE_BPS, DEFAULT_JUNIOR_STANDARD_UNSTAKE_FEE_BPS, DEFAULT_JUNIOR_WITHDRAWAL_LOCKUP_SECS, DEFAULT_MAX_ACCEPTABLE_APY_BPS, DEFAULT_MAX_ACCOUNTS, DEFAULT_MINTS, DEFAULT_MIN_AMOUNT_UI, DEFAULT_ORACLE_STALENESS_THRESHOLD_SECS, DEFAULT_PRICE_ORACLE_ACCOUNT, DEFAULT_PRICE_STALENESS_SECS, DEFAULT_PRICE_STALENESS_THRESHOLD_SECS, DEFAULT_REBALANCE_BAND_BPS, DEFAULT_SLIPPAGE_BPS, DEFAULT_TARGET_LOCAL_BPS, DEFAULT_TARGET_LOCAL_USDC_TVL_BPS, DEFAULT_VAULT_ID, type DecodedHolding, type DecodedVault, type DecodedVaultTrancheState, type DeleteAccountParams, DepositCuratorFeesBuilder, type DepositCuratorFeesIxArgs, type DepositCuratorFeesTxArgs, DisableCircuitBreakerBuilder, type DisableCircuitBreakerIxArgs, type DisableCircuitBreakerTxArgs, DistributeIncentiveBuilder, type DistributeIncentiveIxArgs, type DistributeIncentiveTxArgs, DistributeIncentiveV3Builder, type DistributeIncentiveV3IxArgs, type DistributeIncentiveV3TxArgs, EXTERNAL_POSITION_SAMPLES, ExecuteDepositBuilder, type ExecuteDepositIxArgs, type ExecuteDepositTxArgs, ExecuteShareSwapBuilder, type ExecuteShareSwapIxArgs, type ExecuteShareSwapTxArgs, ExecuteTrancheDepositBuilder, type ExecuteTrancheDepositIxArgs, type ExecuteTrancheDepositTxArgs, ExecuteTrancheWithdrawBuilder, type ExecuteTrancheWithdrawIxArgs, type ExecuteTrancheWithdrawTxArgs, ExecuteWithdrawBuilder, type ExecuteWithdrawIxArgs, type ExecuteWithdrawTxArgs, type ExternalLiquidityIntegrityOptions, type ExternalLiquidityIntegrityResult, ExternalLiquidityIntegrityService, type ExternalLiquidityIntegritySummary, type ExternalLiquiditySlot, type ExternalLiquiditySourceArgs, type ExternalPosition, type ExternalPositionContext, type ExternalPositionProvider, type ExternalPositionRef, ExternalPositionRegistry, FEE_VAULT_CACHE_CATEGORY, type FeeVaultAccountData, type FetchNestTokenPriceOptions, FulfillJuniorTrancheWithdrawBuilder, type FulfillJuniorTrancheWithdrawIxArgs, type FulfillJuniorTrancheWithdrawTxArgs, type FulfillSummary, type HoldingNavContribution, type HoldingUpdatePreview, IDL, IDLE_RESERVE_FLOOR_BPS, IDLE_RESERVE_TARGET_BPS, type IdleLiquidityOptions, type IdleLiquidityResult, IdleLiquidityService, type IdleLiquidityStatus, type IncentiveRecipient, type IncentiveTotals, type IncentiveUsdUpdateArgs, type IncentiveV3OracleState, type IncentiveV3Recipient, type IncentiveV3Totals, InitializeVaultRolesBuilder, type InitializeVaultRolesIxArgs, type InitializeVaultRolesTxArgs, type JuniorWithdrawalMode, JupiterPriceSource, type JupiterPriceSourceOptions, JupiterSwapBuilder, type JupiterSwapIxArgs, type JupiterSwapTxArgs, KaminoPositionProvider, LIVE_ORACLE_VARIANTS, LIVE_PRICE_REFRESH_INTERVAL_SECS, LOCAL_PROTOCOL_ADMIN, LargeBalanceChangeError, type LargeBalanceChangeViolation, type LiveConsensusOracleDepsOptions, LivePriceSource, type LivePriceSourceOptions, MANAGER_WALLET_NAV_DROP_TRIGGER_BPS, MANAGER_WALLET_NAV_TOLERANCE_BPS, MAX_APY_ANCHOR_WINDOW_SECS, MAX_APY_PREVIOUS_ANCHOR_AGE_SECS, MAX_BALANCE_CHANGE_BPS, MAX_CONSENSUS_SIGNERS, MAX_INCENTIVE_RECIPIENTS, MAX_INCENTIVE_REPORT_TTL, MAX_MANAGER_WITHDRAW_DESTINATIONS, MAX_PRICE_STALENESS_THRESHOLD_SECS, MIN_EXTERNAL_POSITION_SAMPLES, ManagerRedepositAssetBuilder, type ManagerRedepositAssetIxArgs, type ManagerRedepositAssetTxArgs, type ManagerWalletBalanceSource, type ManagerWalletReconciliation, ManagerWithdrawAssetBuilder, type ManagerWithdrawAssetIxArgs, type ManagerWithdrawAssetTxArgs, MarginfiPositionProvider, type MaxApyAnchorSnapshot, type MintConfig, type MintIdentifier, type MintInfo, MintRegistry, type MintRegistryOptions, type MockYieldAccountConfig, MockYieldTracker, type MockYieldTrackerOptions, type MpcWalletBalanceSource, type MpcWalletBalances, type MpcWalletConfig, NEST_API_BASE_URL, NEST_RWA_SHARE_MINT, NEST_VAULT_SLUG, type NavAccountBalanceResponse, type NavAccountValueResponse, type NavCrankBlocker, type NavCrankBlockerReason, type NavCrankReadiness, type NavCrankResult, type NavPriceConfig, type NavYieldAccount, NestApiError, type NestApiOptions, type NestDepositPlan, NestPriceSource, type NestPriceSourceOptions, type NestRedemptionQuote, type NestRedemptionStatus, ORACLE_ENTRIES_OFFSET, ORACLE_ENTRY_SIZE, ORACLE_SETTLED_NAV_TS_OFFSET, OracleService, PRICE_ORACLE_TYPES_BY_INDEX, PROGRAM_FEE_EXEMPT_OWNER_WHITELIST, PROTOCOL_ADMIN, PROTOCOL_FEE_RECIPIENT, PdaClient, type PendingConsensusSignerSet, type PreparedDirectTransaction, type PreparedSquadsTransaction, type PreparedVaultTransaction, type PriceOracleTypeArgs, type PriceSource, ProtocolInteractionBuilder, type ProtocolInteractionIxArgs, type ProtocolInteractionTxArgs, type QuoteFeeUnit, REPORTABLE_ORACLE_VARIANTS, type RealizedApySimulation, type RefreshLiveOraclePricesParams, RemoveAssetHoldingBuilder, type RemoveAssetHoldingIxArgs, type RemoveAssetHoldingTxArgs, ReportIncentiveV3Builder, type ReportIncentiveV3IxArgs, type ReportIncentiveV3TxArgs, RequestJuniorTrancheWithdrawBuilder, type RequestJuniorTrancheWithdrawIxArgs, type RequestJuniorTrancheWithdrawTxArgs, type ResolveExternalWithdrawArgs, type ResolvedExternalWithdraw, type ResolvedSquadsWalletRoute, type RollingLimitConfig, type RollingRebalanceLimitConfig, RpcManagerWalletBalanceSource, RpcMpcWalletBalanceSource, type RunLiveConsensusOracleOptions, type RunOptions, type RunSummary, SHARE_DECIMALS, SYSTEM_PROGRAM, SetAssetPriceOracleBuilder, type SetAssetPriceOracleIxArgs, type SetAssetPriceOracleTxArgs, SetExternalLiquidityBuilder, type SetExternalLiquidityIxArgs, type SetExternalLiquidityTxArgs, type SetIncentiveLimitsArgs, SetIncentiveLimitsBuilder, type SetIncentiveLimitsV3Args, SetIncentiveLimitsV3Builder, SetManagerWithdrawDestinationBuilder, type SetManagerWithdrawDestinationIxArgs, type SetManagerWithdrawDestinationTxArgs, SetProtocolFeeBuilder, type SetProtocolFeeIxArgs, type SetProtocolFeeTxArgs, SetVaultConfigBuilder, type SetVaultConfigIxArgs, type SetVaultConfigTxArgs, SettleIncentiveV3Builder, type SettleIncentiveV3IxArgs, type SettleIncentiveV3TxArgs, type SettleVaultParams, type SettleVaultResult, type SettlementSimulation, type SettlementSimulationSnapshot, type SimulateDryRunSettlementParams, type SimulateSettlementArgs, type SimulatedShareClass, SquadsProposalExecutionSimulationError, type SquadsProposalUpload, type SquadsWalletRouteConfig, type StaleBalanceChangeBypass, StaticPositionProvider, SubmitIncentiveBuilder, type SubmitIncentiveIxArgs, type SubmitIncentiveTxArgs, TOKEN_PROGRAM, TOKEN_PROGRAM_ID, type TimelockSettlementKind, type TimelockSettlementOptions, type TimelockSettlementRecord, TimelockSettlementService, type TimelockSettlementSummary, type TrackedAccountValue, type TrancheKindArgs, type TransactionBuilder, TransactionClient, USDC_MINT, USD_STAR_JUNIOR_MINT, USD_STAR_MINT, USD_STAR_PRINCIPAL_MINT, type UpdateAccountParams, UpdateAssetPriceBuilder, type UpdateAssetPriceIxArgs, type UpdateAssetPriceTxArgs, UpdateConsensusOracleBuilder, type UpdateConsensusOracleIxArgs, type UpdateConsensusOracleTxArgs, UpdateConsensusSignersBuilder, type UpdateConsensusSignersIxArgs, type UpdateConsensusSignersTxArgs, type UpdateDynamicAprParams, UpdateTrancheConfigBuilder, type UpdateTrancheConfigIxArgs, type UpdateTrancheConfigTxArgs, VAULT_CACHE_CATEGORY, VAULT_CREATOR_WHITELIST, VAULT_ENVIRONMENTS, VAULT_ORACLE_CACHE_CATEGORY, VAULT_PROGRAM_ID, VAULT_PROGRAM_IDS, VAULT_PROGRAM_PUBLIC_KEY, VAULT_ROLE_UPDATE_TIMELOCK_SECS, VAULT_TRANCHE_STATE_CACHE_CATEGORY, VAULT_TRANCHE_WITHDRAWAL_QUEUE_CACHE_CATEGORY, type Vault, type VaultAccountData, VaultBuilderBase, type VaultBuilderContext, type VaultCacheInvalidation, VaultClient, type VaultClientBundle, type VaultEnv, type VaultIncentiveAccount, type VaultIncentiveAccountData, type VaultIncentiveV3Account, type VaultIncentiveV3AccountData, type VaultOracleAccountData, type VaultOracleResult, type VaultPricingInputs, type VaultQuote, type VaultQuoteArgs, VaultQuoteClient, type VaultQuoteDirection, type VaultQuoteShareClass, VaultReallocationBuilder, type VaultReallocationIxArgs, type VaultReallocationTxArgs, type VaultTrancheStateAccountData, type VaultTrancheWithdrawalQueueAccountData, type VaultTransactionPlan, WITHDRAWABLE_RESERVE_FLOOR_BPS, type WithdrawProtocolFeesIxArgs, type WithdrawProtocolFeesTxArgs, WithdrawalQueueService, type WithdrawalQueueSnapshot, type YieldAccount, type YieldAccountSnapshot, type YieldCalculationLog, type YieldCashflow, type YieldPaymentResponse, type YieldPaymentSnapshot, type YieldTracker, type YieldValuationModel, accountingUnitPriceToUsd, addCashflowUpdate, applyEffectiveApy, assertNoLargeBalanceChanges, assertNoUnconfirmedYieldPayments, buildHoldingUpdate, buildMarginfiWithdrawInteraction, buildNestDepositRequest, buildNestWithdrawalRequest, buildUpdates, candidateGrossNav, coerceBool, collectSamples, confirmYieldPayment, createAccount, createLiveConsensusOracleDeps, createRpcFromConnection, createTokenMint, createTokenMintIxs, createVaultClient, createYieldPayment, dateToStr, decodeNestDepositRequest, decodeNestWithdrawalRequest, decodePendingConsensusSigners, defaultKeypairPath, deleteAccount, discoverVaultsForSigner, fetchExternalPositions, fetchNestRedemptionQuote, fetchNestRedemptionStatus, fetchNestTokenPrice, fetchReceiptMints, filterTargetHoldings, findLargeBalanceChanges, findSquadsWalletRoute, formatSettlementSimulation, fromUiAmount, gatherPricingInputs, getAccount, getAccounts, getAprYield, getBalance, getCashflows, getIncentiveRecipientShareAtas, getIncentiveRecipients, getIncentiveReportRecipients, getIncentiveTotals, getIncentiveV3OracleState, getIncentiveV3RecipientShareAtas, getIncentiveV3Recipients, getIncentiveV3Totals, getNavValue, getRpcUrl, getTotalOutstandingYield, getTotalTrackedValue, getTotalYield, getTrackedValue, getVaultProgramId, getYield, getYieldPayments, indexConfigByMint, isNavAccountBalance, isNavAccountValue, isNavYieldAccount, isVaultEnv, keypairAddress, loadKeypair, logProspectiveApy, makeProvider, managerReconciliationStateKey, mintTokensTo, mints, mostFrequent, parseExternalLiquidityRefs, planRebalance, prepareSquadsProposalUpload, prepareVaultTransaction, previousPhysicalNav, priceInAccountingUnit, publishedConsensusBlockers, readI64LE, readSplMintSupply, reconcileManagerWalletBalances, refreshLiveOraclePrices, resolveExternalWithdraw, resolveKeypairPath, resolveSquadsWalletRoute, resolveTrackedAmounts, roundToNextUtcMidnight, runLiveConsensusOracle, selectReportableHoldings, settleVault, signerInOracleData, simulateConsensusOracleSettlement, simulateDryRunSettlement, simulateSquadsProposalExecution, sumPositionsByMint, systemClock, toBigInt, toUiAmount, toWeb3AccountMeta, trackedValueFromResponse, updateAccount, updateDynamicApr, validateSquadsWalletRoutes, variantName, vaultAuthorityForWallet, withDiscoveredYieldAccounts };
+export { ASSET_DECIMALS, ASSET_REBALANCE_COOLDOWN_SECS, type AccountBalanceResponse, AccountClient, type AccountYieldResponse, ActivateCircuitBreakerBuilder, type ActivateCircuitBreakerIxArgs, type ActivateCircuitBreakerTxArgs, type AddAprCashflowUpdateParams, type AddCashflowUpdateParams, type AddIncentiveRecipientArgs, AddIncentiveRecipientBuilder, type AddIncentiveRecipientIxArgs, AddIncentiveRecipientV3Builder, type AddIncentiveRecipientV3IxArgs, type AddIncentiveRecipientV3TxArgs, type AddNavCashflowUpdateParams, type AprAccountBalanceResponse, type AprAccountYieldResponse, type AssetPriceOracleConfigIxArgs, type AssetPriceOracleConfigTxArgs, type AssetPriceRefreshTarget, type AssetRefreshResult, type AssetType, BALANCE_CHANGE_BASELINE_MAX_AGE_SECS, type Bankineco, type BasicAuthCredentials, type Bigintish, type BuildMarginfiWithdrawInteractionArgs, CONSENSUS_ORACLE_VARIANT, type CancelIncentiveProposalArgs, CancelIncentiveProposalBuilder, CancelJuniorTrancheWithdrawBuilder, type CancelJuniorTrancheWithdrawIxArgs, type CancelJuniorTrancheWithdrawTxArgs, ClaimIncentiveBuilder, type ClaimIncentiveIxArgs, type ClaimIncentiveTxArgs, ClaimIncentiveV3Builder, type ClaimIncentiveV3IxArgs, type ClaimIncentiveV3TxArgs, type Clock, type CollectSamplesOptions, type ConsensusAssetUpdate, type ConsensusHoldingEntry, type ConsensusHoldingSimulation, type ConsensusOracleDeps, type ConsensusOracleHoldingConfig, ConsensusOracleService, type ConsensusOracleTarget, CrankNavBuilder, type CrankNavIxArgs, type CrankNavTxArgs, CrankPerformanceFeesBuilder, type CrankPerformanceFeesIxArgs, type CrankPerformanceFeesTxArgs, type CreateAccountParams, CreateAssetHoldingBuilder, type CreateAssetHoldingIxArgs, type CreateAssetHoldingTxArgs, CreateIncentiveBuilder, type CreateIncentiveIxArgs, type CreateIncentiveTxArgs, CreateIncentiveV3Builder, type CreateIncentiveV3IxArgs, type CreateIncentiveV3TxArgs, type CreateTokenMintIxs, CreateTrancheStateBuilder, type CreateTrancheStateIxArgs, type CreateTrancheStateTxArgs, CreateVaultBuilder, type CreateVaultClientOptions, type CreateVaultIxArgs, type CreateVaultParams, type CreateVaultTxArgs, type CreateYieldPaymentParams, DEFAULT_CU_PRICE_MICRO_LAMPORTS, DEFAULT_JUNIOR_EARLY_UNSTAKE_FEE_BPS, DEFAULT_JUNIOR_STANDARD_UNSTAKE_FEE_BPS, DEFAULT_JUNIOR_WITHDRAWAL_LOCKUP_SECS, DEFAULT_MAX_ACCEPTABLE_APY_BPS, DEFAULT_MAX_ACCOUNTS, DEFAULT_MINTS, DEFAULT_MIN_AMOUNT_UI, DEFAULT_ORACLE_STALENESS_THRESHOLD_SECS, DEFAULT_PRICE_ORACLE_ACCOUNT, DEFAULT_PRICE_STALENESS_SECS, DEFAULT_PRICE_STALENESS_THRESHOLD_SECS, DEFAULT_REBALANCE_BAND_BPS, DEFAULT_SLIPPAGE_BPS, DEFAULT_TARGET_LOCAL_BPS, DEFAULT_TARGET_LOCAL_USDC_TVL_BPS, DEFAULT_VAULT_ID, type DecodedHolding, type DecodedVault, type DecodedVaultTrancheState, type DeleteAccountParams, DepositCuratorFeesBuilder, type DepositCuratorFeesIxArgs, type DepositCuratorFeesTxArgs, DisableCircuitBreakerBuilder, type DisableCircuitBreakerIxArgs, type DisableCircuitBreakerTxArgs, DistributeIncentiveBuilder, type DistributeIncentiveIxArgs, type DistributeIncentiveTxArgs, DistributeIncentiveV3Builder, type DistributeIncentiveV3IxArgs, type DistributeIncentiveV3TxArgs, EXTERNAL_POSITION_SAMPLES, ExecuteDepositBuilder, type ExecuteDepositIxArgs, type ExecuteDepositTxArgs, ExecuteShareSwapBuilder, type ExecuteShareSwapIxArgs, type ExecuteShareSwapTxArgs, ExecuteTrancheDepositBuilder, type ExecuteTrancheDepositIxArgs, type ExecuteTrancheDepositTxArgs, ExecuteTrancheWithdrawBuilder, type ExecuteTrancheWithdrawIxArgs, type ExecuteTrancheWithdrawTxArgs, ExecuteWithdrawBuilder, type ExecuteWithdrawIxArgs, type ExecuteWithdrawTxArgs, type ExternalLiquidityIntegrityOptions, type ExternalLiquidityIntegrityResult, ExternalLiquidityIntegrityService, type ExternalLiquidityIntegritySummary, type ExternalLiquiditySlot, type ExternalLiquiditySourceArgs, type ExternalPosition, type ExternalPositionContext, type ExternalPositionProvider, type ExternalPositionRef, ExternalPositionRegistry, FEE_VAULT_CACHE_CATEGORY, type FeeVaultAccountData, type FetchNestTokenPriceOptions, FulfillJuniorTrancheWithdrawBuilder, type FulfillJuniorTrancheWithdrawIxArgs, type FulfillJuniorTrancheWithdrawTxArgs, type FulfillSummary, type HoldingNavContribution, type HoldingUpdatePreview, IDL, IDLE_RESERVE_FLOOR_BPS, IDLE_RESERVE_TARGET_BPS, type IdleLiquidityOptions, type IdleLiquidityResult, IdleLiquidityService, type IdleLiquidityStatus, type IncentiveRecipient, type IncentiveTotals, type IncentiveUsdUpdateArgs, type IncentiveV3OracleState, type IncentiveV3Recipient, type IncentiveV3Totals, InitializeVaultRolesBuilder, type InitializeVaultRolesIxArgs, type InitializeVaultRolesTxArgs, type JuniorWithdrawalMode, JupiterPriceSource, type JupiterPriceSourceOptions, JupiterSwapBuilder, type JupiterSwapIxArgs, type JupiterSwapTxArgs, KaminoPositionProvider, LIVE_ORACLE_VARIANTS, LIVE_PRICE_REFRESH_INTERVAL_SECS, LOCAL_PROTOCOL_ADMIN, LargeBalanceChangeError, type LargeBalanceChangeViolation, type LiveConsensusOracleDepsOptions, LivePriceSource, type LivePriceSourceOptions, MANAGER_WALLET_NAV_DROP_TRIGGER_BPS, MANAGER_WALLET_NAV_TOLERANCE_BPS, MAX_APY_ANCHOR_WINDOW_SECS, MAX_APY_PREVIOUS_ANCHOR_AGE_SECS, MAX_BALANCE_CHANGE_BPS, MAX_CONSENSUS_SIGNERS, MAX_INCENTIVE_RECIPIENTS, MAX_INCENTIVE_REPORT_TTL, MAX_MANAGER_WITHDRAW_DESTINATIONS, MAX_ORACLE_IMPLIED_APY_BPS, MAX_PRICE_STALENESS_THRESHOLD_SECS, MIN_EXTERNAL_POSITION_SAMPLES, ManagerRedepositAssetBuilder, type ManagerRedepositAssetIxArgs, type ManagerRedepositAssetTxArgs, type ManagerWalletBalanceSource, type ManagerWalletReconciliation, ManagerWithdrawAssetBuilder, type ManagerWithdrawAssetIxArgs, type ManagerWithdrawAssetTxArgs, MarginfiPositionProvider, type MaxApyAnchorSnapshot, type MintConfig, type MintIdentifier, type MintInfo, MintRegistry, type MintRegistryOptions, type MockYieldAccountConfig, MockYieldTracker, type MockYieldTrackerOptions, type MpcWalletBalanceSource, type MpcWalletBalances, type MpcWalletConfig, NEST_API_BASE_URL, NEST_RWA_SHARE_MINT, NEST_VAULT_SLUG, type NavAccountBalanceResponse, type NavAccountValueResponse, type NavCrankBlocker, type NavCrankBlockerReason, type NavCrankReadiness, type NavCrankResult, type NavPriceConfig, type NavYieldAccount, NestApiError, type NestApiOptions, type NestDepositPlan, NestPriceSource, type NestPriceSourceOptions, type NestRedemptionQuote, type NestRedemptionStatus, ORACLE_ENTRIES_OFFSET, ORACLE_ENTRY_SIZE, ORACLE_SETTLED_NAV_TS_OFFSET, OracleService, PRICE_ORACLE_TYPES_BY_INDEX, PROGRAM_FEE_EXEMPT_OWNER_WHITELIST, PROTOCOL_ADMIN, PROTOCOL_FEE_RECIPIENT, PdaClient, type PendingConsensusSignerSet, type PreparedDirectTransaction, type PreparedSquadsTransaction, type PreparedVaultTransaction, type PriceOracleTypeArgs, type PriceSource, ProtocolInteractionBuilder, type ProtocolInteractionIxArgs, type ProtocolInteractionTxArgs, type QuoteFeeUnit, REPORTABLE_ORACLE_VARIANTS, type RealizedApySimulation, type RefreshLiveOraclePricesParams, RemoveAssetHoldingBuilder, type RemoveAssetHoldingIxArgs, type RemoveAssetHoldingTxArgs, ReportIncentiveV3Builder, type ReportIncentiveV3IxArgs, type ReportIncentiveV3TxArgs, RequestJuniorTrancheWithdrawBuilder, type RequestJuniorTrancheWithdrawIxArgs, type RequestJuniorTrancheWithdrawTxArgs, type ResolveExternalWithdrawArgs, type ResolvedExternalWithdraw, type ResolvedSquadsWalletRoute, type RollingLimitConfig, type RollingRebalanceLimitConfig, RpcManagerWalletBalanceSource, RpcMpcWalletBalanceSource, type RunLiveConsensusOracleOptions, type RunOptions, type RunSummary, SHARE_DECIMALS, SYSTEM_PROGRAM, SetAssetPriceOracleBuilder, type SetAssetPriceOracleIxArgs, type SetAssetPriceOracleTxArgs, SetExternalLiquidityBuilder, type SetExternalLiquidityIxArgs, type SetExternalLiquidityTxArgs, type SetIncentiveLimitsArgs, SetIncentiveLimitsBuilder, type SetIncentiveLimitsV3Args, SetIncentiveLimitsV3Builder, SetManagerWithdrawDestinationBuilder, type SetManagerWithdrawDestinationIxArgs, type SetManagerWithdrawDestinationTxArgs, SetProtocolFeeBuilder, type SetProtocolFeeIxArgs, type SetProtocolFeeTxArgs, SetVaultConfigBuilder, type SetVaultConfigIxArgs, type SetVaultConfigTxArgs, SettleIncentiveV3Builder, type SettleIncentiveV3IxArgs, type SettleIncentiveV3TxArgs, type SettleVaultParams, type SettleVaultResult, type SettlementSimulation, type SettlementSimulationSnapshot, type SimulateDryRunSettlementParams, type SimulateSettlementArgs, type SimulatedShareClass, SquadsProposalExecutionSimulationError, type SquadsProposalUpload, type SquadsWalletRouteConfig, type StaleBalanceChangeBypass, StaticPositionProvider, SubmitIncentiveBuilder, type SubmitIncentiveIxArgs, type SubmitIncentiveTxArgs, TOKEN_PROGRAM, TOKEN_PROGRAM_ID, type TimelockSettlementKind, type TimelockSettlementOptions, type TimelockSettlementRecord, TimelockSettlementService, type TimelockSettlementSummary, type TrackedAccountValue, type TrancheKindArgs, type TransactionBuilder, TransactionClient, USDC_MINT, USD_STAR_JUNIOR_MINT, USD_STAR_MINT, USD_STAR_PRINCIPAL_MINT, type UpdateAccountParams, UpdateAssetPriceBuilder, type UpdateAssetPriceIxArgs, type UpdateAssetPriceTxArgs, UpdateConsensusOracleBuilder, type UpdateConsensusOracleIxArgs, type UpdateConsensusOracleTxArgs, UpdateConsensusSignersBuilder, type UpdateConsensusSignersIxArgs, type UpdateConsensusSignersTxArgs, type UpdateDynamicAprParams, UpdateTrancheConfigBuilder, type UpdateTrancheConfigIxArgs, type UpdateTrancheConfigTxArgs, VAULT_CACHE_CATEGORY, VAULT_CREATOR_WHITELIST, VAULT_ENVIRONMENTS, VAULT_ORACLE_CACHE_CATEGORY, VAULT_PROGRAM_ID, VAULT_PROGRAM_IDS, VAULT_PROGRAM_PUBLIC_KEY, VAULT_ROLE_UPDATE_TIMELOCK_SECS, VAULT_TRANCHE_STATE_CACHE_CATEGORY, VAULT_TRANCHE_WITHDRAWAL_QUEUE_CACHE_CATEGORY, type Vault, type VaultAccountData, VaultBuilderBase, type VaultBuilderContext, type VaultCacheInvalidation, VaultClient, type VaultClientBundle, type VaultEnv, type VaultIncentiveAccount, type VaultIncentiveAccountData, type VaultIncentiveV3Account, type VaultIncentiveV3AccountData, type VaultOracleAccountData, type VaultOracleResult, type VaultPricingInputs, type VaultQuote, type VaultQuoteArgs, VaultQuoteClient, type VaultQuoteDirection, type VaultQuoteShareClass, VaultReallocationBuilder, type VaultReallocationIxArgs, type VaultReallocationTxArgs, type VaultTrancheStateAccountData, type VaultTrancheWithdrawalQueueAccountData, type VaultTransactionPlan, WITHDRAWABLE_RESERVE_FLOOR_BPS, type WithdrawProtocolFeesIxArgs, type WithdrawProtocolFeesTxArgs, WithdrawalQueueService, type WithdrawalQueueSnapshot, type YieldAccount, type YieldAccountSnapshot, type YieldCalculationLog, type YieldCashflow, type YieldPaymentResponse, type YieldPaymentSnapshot, type YieldTracker, type YieldValuationModel, accountingUnitPriceToUsd, addCashflowUpdate, applyEffectiveApy, assertNoLargeBalanceChanges, assertNoUnconfirmedYieldPayments, assertOracleImpliedApy, buildHoldingUpdate, buildMarginfiWithdrawInteraction, buildNestDepositRequest, buildNestWithdrawalRequest, buildUpdates, candidateGrossNav, coerceBool, collectSamples, confirmYieldPayment, createAccount, createLiveConsensusOracleDeps, createRpcFromConnection, createTokenMint, createTokenMintIxs, createVaultClient, createYieldPayment, dateToStr, decodeNestDepositRequest, decodeNestWithdrawalRequest, decodePendingConsensusSigners, defaultKeypairPath, deleteAccount, discoverVaultsForSigner, fetchExternalPositions, fetchNestRedemptionQuote, fetchNestRedemptionStatus, fetchNestTokenPrice, fetchReceiptMints, filterTargetHoldings, findLargeBalanceChanges, findSquadsWalletRoute, formatSettlementSimulation, fromUiAmount, gatherPricingInputs, getAccount, getAccounts, getAprYield, getBalance, getCashflows, getIncentiveRecipientShareAtas, getIncentiveRecipients, getIncentiveReportRecipients, getIncentiveTotals, getIncentiveV3OracleState, getIncentiveV3RecipientShareAtas, getIncentiveV3Recipients, getIncentiveV3Totals, getNavValue, getRpcUrl, getTotalOutstandingYield, getTotalTrackedValue, getTotalYield, getTrackedValue, getVaultProgramId, getYield, getYieldPayments, indexConfigByMint, isNavAccountBalance, isNavAccountValue, isNavYieldAccount, isVaultEnv, keypairAddress, loadKeypair, logProspectiveApy, makeProvider, managerReconciliationStateKey, mintTokensTo, mints, mostFrequent, parseExternalLiquidityRefs, planRebalance, prepareSquadsProposalUpload, prepareVaultTransaction, previousPhysicalNav, priceInAccountingUnit, publishedConsensusBlockers, readI64LE, readSplMintSupply, reconcileManagerWalletBalances, refreshLiveOraclePrices, resolveExternalWithdraw, resolveKeypairPath, resolveSquadsWalletRoute, resolveTrackedAmounts, roundToNextUtcMidnight, runLiveConsensusOracle, selectReportableHoldings, settleVault, signerInOracleData, simulateConsensusOracleSettlement, simulateDryRunSettlement, simulateOraclePublication, simulateSquadsProposalExecution, sumPositionsByMint, systemClock, toBigInt, toUiAmount, toWeb3AccountMeta, trackedValueFromResponse, updateAccount, updateDynamicApr, validateSquadsWalletRoutes, variantName, vaultAuthorityForWallet, withDiscoveredYieldAccounts };

package/dist/index.js

@@ -3349,6 +3349,7 @@ __export(index_exports, {
   MAX_INCENTIVE_RECIPIENTS: () => MAX_INCENTIVE_RECIPIENTS,
   MAX_INCENTIVE_REPORT_TTL: () => MAX_INCENTIVE_REPORT_TTL,
   MAX_MANAGER_WITHDRAW_DESTINATIONS: () => MAX_MANAGER_WITHDRAW_DESTINATIONS,
+  MAX_ORACLE_IMPLIED_APY_BPS: () => MAX_ORACLE_IMPLIED_APY_BPS,
   MAX_PRICE_STALENESS_THRESHOLD_SECS: () => MAX_PRICE_STALENESS_THRESHOLD_SECS,
   MIN_EXTERNAL_POSITION_SAMPLES: () => MIN_EXTERNAL_POSITION_SAMPLES,
   ManagerRedepositAssetBuilder: () => ManagerRedepositAssetBuilder,
@@ -3424,6 +3425,7 @@ __export(index_exports, {
   applyEffectiveApy: () => applyEffectiveApy,
   assertNoLargeBalanceChanges: () => assertNoLargeBalanceChanges,
   assertNoUnconfirmedYieldPayments: () => assertNoUnconfirmedYieldPayments,
+  assertOracleImpliedApy: () => assertOracleImpliedApy,
   buildHoldingUpdate: () => buildHoldingUpdate,
   buildMarginfiWithdrawInteraction: () => buildMarginfiWithdrawInteraction,
   buildNestDepositRequest: () => buildNestDepositRequest,
@@ -3515,6 +3517,7 @@ __export(index_exports, {
   signerInOracleData: () => signerInOracleData,
   simulateConsensusOracleSettlement: () => simulateConsensusOracleSettlement,
   simulateDryRunSettlement: () => simulateDryRunSettlement,
+  simulateOraclePublication: () => simulateOraclePublication,
   simulateSquadsProposalExecution: () => simulateSquadsProposalExecution,
   sumPositionsByMint: () => sumPositionsByMint,
   systemClock: () => systemClock,
@@ -19500,7 +19503,7 @@ var import_kit12 = require("@solana/kit");
 var import_web329 = require("@solana/web3.js");
 var DEFAULT_SHARE_PRICE = 1000000n;
 var BPS_DENOMINATOR3 = 10000n;
-var NAV_LOSS_TOLERANCE_BPS = 25n;
+var NAV_LOSS_TOLERANCE_BPS = 1n;
 var SECONDS_PER_YEAR = 31536000n;
 var MAX_APY_ANCHOR_WINDOW_SECS = 604800n;
 var MAX_APY_PREVIOUS_ANCHOR_AGE_SECS = 2n * MAX_APY_ANCHOR_WINDOW_SECS;
@@ -19596,7 +19599,7 @@ function simulateConsensusOracleSettlement(args) {
       signerEntry.externalAmounts[update.holdingIndex] = update.externalAmount;
     }
   }
-  const consensus = applyConsensus(
+  const consensus = args.assumeProposedUpdatesApplied ? applyProposedUpdates(holdings, args.updates, args.nowTs) : applyConsensus(
     holdings,
     oracle.entries,
     args.nowTs,
@@ -19734,6 +19737,34 @@ function simulateConsensusOracleSettlement(args) {
     };
   }
 }
+function applyProposedUpdates(holdings, updates, nowTs) {
+  const seen = /* @__PURE__ */ new Set();
+  return updates.map((update) => {
+    const holding = holdings[update.holdingIndex];
+    if (!holding || holding.cleared || holding.mint !== update.mint || holding.decimals !== update.decimals || holding.priceOracleType === "none" || update.price <= 0n || update.externalAmount < 0n || update.externalAmount > 0xffffffffffffffffn || seen.has(update.holdingIndex)) {
+      throw new Error(
+        `invalid proposed update for holding #${update.holdingIndex}`
+      );
+    }
+    seen.add(update.holdingIndex);
+    const usesConsensusPrice = holding.priceOracleType === "consensusoracle";
+    holding.externalAmount = update.externalAmount;
+    if (usesConsensusPrice) {
+      holding.price = update.price;
+      holding.lastUpdateTs = nowTs;
+      if (!holding.isBase && holding.localAmount === 0n && update.externalAmount === 0n)
+        holding.cleared = true;
+    }
+    return {
+      holdingIndex: update.holdingIndex,
+      mint: update.mint,
+      reportCount: 1,
+      settledPrice: usesConsensusPrice ? holding.price : void 0,
+      settledExternalAmount: holding.externalAmount,
+      wouldUpdateHolding: true
+    };
+  });
+}
 function applyConsensus(holdings, entries, nowTs, stalenessThresholdSecs) {
   const results = [];
   for (let index = 0; index < holdings.length; index += 1) {
@@ -20743,7 +20774,20 @@ function formatUnits(value, decimals) {
 }
 
 // src/services/consensusOracle/pipeline/dryRunSettlement.ts
-async function simulateDryRunSettlement({
+async function simulateDryRunSettlement(args) {
+  return simulateConsensusOracleSettlement(await fetchSimulationArgs(args));
+}
+async function simulateOraclePublication(args) {
+  const inputs = await fetchSimulationArgs(args);
+  return {
+    consensus: simulateConsensusOracleSettlement(inputs),
+    proposed: simulateConsensusOracleSettlement({
+      ...inputs,
+      assumeProposedUpdatesApplied: true
+    })
+  };
+}
+async function fetchSimulationArgs({
   client,
   signer,
   vault,
@@ -20771,7 +20815,7 @@ async function simulateDryRunSettlement({
     if (!info) throw new Error(`share mint ${mintKeys[index]} does not exist`);
     return readSplMintSupply(info.data);
   });
-  return simulateConsensusOracleSettlement({
+  return {
     vault: vaultState,
     oracleData: oracleState.data,
     trancheState,
@@ -20781,7 +20825,7 @@ async function simulateDryRunSettlement({
     physicalShareSupply: supplies[0],
     physicalJuniorSupply: tranchingEnabled ? supplies[1] : void 0,
     physicalSeniorSupply: tranchingEnabled ? supplies[2] : void 0
-  });
+  };
 }
 
 // src/services/consensusOracle/pipeline/holdingUpdates.ts
@@ -20863,6 +20907,35 @@ async function resolveTrackedAmounts(yieldTracker, cfg, decimals) {
   };
 }
 
+// src/services/consensusOracle/pipeline/impliedApyGuard.ts
+var MAX_ORACLE_IMPLIED_APY_BPS = 2000n;
+var SECONDS_PER_YEAR2 = 31536000n;
+function assertOracleImpliedApy(vault, simulation, label) {
+  if (simulation.current.regular.totalSupply === 0n) return;
+  const apy = simulation.realizedApy;
+  const prefix = `vault ${vault}: ${label}`;
+  if (!apy || apy.nextValue === void 0 || apy.priorValue <= 0n || apy.priorTs <= 0n) {
+    throw new Error(
+      `${prefix} implied APY cannot be verified; oracle update and NAV crank blocked`
+    );
+  }
+  const gain = apy.nextValue - apy.priorValue;
+  if (gain <= 0n) return;
+  if (apy.elapsedSecs <= 0n) {
+    throw new Error(
+      `${prefix} has positive growth without a positive APY time window; oracle update and NAV crank blocked`
+    );
+  }
+  const numerator = gain * 10000n * SECONDS_PER_YEAR2;
+  const denominator = apy.priorValue * apy.elapsedSecs;
+  if (numerator > MAX_ORACLE_IMPLIED_APY_BPS * denominator) {
+    const minimumBps = (numerator + denominator - 1n) / denominator;
+    throw new Error(
+      `${prefix} implied APY exceeds 20% (requires ${minimumBps}bps); oracle update and NAV crank blocked`
+    );
+  }
+}
+
 // src/services/consensusOracle/pipeline/livePriceRefresh.ts
 var import_common51 = __toESM(require_dist());
 async function refreshLiveOraclePrices({
@@ -21315,7 +21388,7 @@ async function withDiscoveredYieldAccounts(yieldTracker, target, vaultState, exc
 }
 
 // src/services/consensusOracle/pipeline/settlement.ts
-var SECONDS_PER_YEAR2 = 365n * 24n * 3600n;
+var SECONDS_PER_YEAR3 = 365n * 24n * 3600n;
 async function settleVault2({
   client,
   oracle,
@@ -21329,30 +21402,29 @@ async function settleVault2({
   beforeSubmit
 }) {
   const vault = target.vault;
-  log(`vault ${vault}: submitting ${updates.length} consensus asset update(s)`);
+  log(`vault ${vault}: preparing ${updates.length} consensus asset update(s)`);
   for (const update of updates) {
     log(
       `  holding #${update.holdingIndex} ${update.mint}: price=${update.price} external_amount=${update.externalAmount} [pendingNest=${update.pendingNestAmount ?? 0n} managerWallet=${update.managerWalletAmount ?? 0n} mpcWallet=${update.mpcWalletAmount ?? 0n} mpcMarginfi=${update.mpcMarginfiAmount ?? 0n} lp=${update.lpAmount} tracked=${update.trackedValueAmount} principal=${update.trackedPrincipalAmount} yield=${update.yieldAmount}]`
     );
   }
-  try {
-    const simulation = await simulateDryRunSettlement({
-      client,
-      signer,
-      vault,
-      vaultState,
-      updates,
-      nowSecs
-    });
-    log(
-      `vault ${vault}: expected settlement using this report and current consensus`
-    );
-    for (const line of formatSettlementSimulation(simulation)) log(line);
-  } catch (error) {
-    log(
-      `vault ${vault}: expected share prices unavailable (${error instanceof Error ? error.message : String(error)})`
-    );
-  }
+  await assertNoUnconfirmedYieldPayments(yieldTracker, target);
+  const simulations = await simulateOraclePublication({
+    client,
+    signer,
+    vault,
+    vaultState,
+    updates,
+    nowSecs
+  });
+  log(
+    `vault ${vault}: expected settlement using this report and current consensus`
+  );
+  for (const line of formatSettlementSimulation(simulations.consensus))
+    log(line);
+  assertOracleImpliedApy(vault, simulations.proposed, "proposed report");
+  if (simulations.consensus.realizedApy)
+    assertOracleImpliedApy(vault, simulations.consensus, "current consensus");
   await assertNoUnconfirmedYieldPayments(yieldTracker, target);
   await beforeSubmit?.();
   const updateSignature = await oracle.updateAssetConsensusPrice(
@@ -21441,7 +21513,7 @@ async function logProspectiveApy({
     if (physicalNavBefore <= 0n) return;
     const elapsedSecs = nowSecs - settledNavTs;
     if (elapsedSecs <= 0n) return;
-    const apyBps = (prospectiveNav - physicalNavBefore) * SECONDS_PER_YEAR2 * 10000n / (physicalNavBefore * elapsedSecs);
+    const apyBps = (prospectiveNav - physicalNavBefore) * SECONDS_PER_YEAR3 * 10000n / (physicalNavBefore * elapsedSecs);
     log(
       `vault ${vault}: raw candidate estimate (before consensus, not the max-APY check): NAV ${prospectiveNav} vs physical baseline ${physicalNavBefore} (elapsed ${elapsedSecs}s) \u2192 implied APY ${apyBps}bps`
     );
@@ -21820,7 +21892,7 @@ var MarginfiPositionProvider = class {
 };
 
 // src/services/consensusOracle/yield/mockYieldTracker.ts
-var SECONDS_PER_YEAR3 = 365 * 24 * 60 * 60;
+var SECONDS_PER_YEAR4 = 365 * 24 * 60 * 60;
 var MockYieldTracker = class {
   constructor(opts = {}) {
     this.accounts = /* @__PURE__ */ new Map();
@@ -21880,12 +21952,12 @@ var MockYieldTracker = class {
     let segStart = windowStartMs;
     for (const cf of boundaries) {
       const dtSecs = (cf.ts - segStart) / 1e3;
-      totalYield += principal * apr * (dtSecs / SECONDS_PER_YEAR3);
+      totalYield += principal * apr * (dtSecs / SECONDS_PER_YEAR4);
       principal += cf.amount;
       segStart = cf.ts;
     }
     const tailSecs = Math.max(0, (windowEndMs - segStart) / 1e3);
-    totalYield += principal * apr * (tailSecs / SECONDS_PER_YEAR3);
+    totalYield += principal * apr * (tailSecs / SECONDS_PER_YEAR4);
     const paidYield = state.yieldPayments.reduce((sum, payment) => {
       return payment.status === "confirmed" && payment.effectiveAt > windowStartMs && payment.effectiveAt <= windowEndMs ? sum + payment.amount : sum;
     }, 0);
@@ -22171,7 +22243,7 @@ var ConsensusOracleService = class {
     if (dryRun) {
       log(`vault ${target.vault}: dry run, ${updates.length} holding(s)`);
       try {
-        const settlementSimulation = await simulateDryRunSettlement({
+        const simulations = await simulateOraclePublication({
           client: this.client,
           signer,
           vault: target.vault,
@@ -22179,16 +22251,27 @@ var ConsensusOracleService = class {
           updates,
           nowSecs: this.nowSecs()
         });
+        assertOracleImpliedApy(
+          target.vault,
+          simulations.proposed,
+          "proposed report"
+        );
+        if (simulations.consensus.realizedApy)
+          assertOracleImpliedApy(
+            target.vault,
+            simulations.consensus,
+            "current consensus"
+          );
         return {
           vault: target.vault,
           updates,
           dryRun: true,
-          settlementSimulation
+          settlementSimulation: simulations.consensus
         };
       } catch (error) {
         const settlementSimulationError = error instanceof Error ? error.message : String(error);
         log(
-          `vault ${target.vault}: settlement simulation unavailable: ${settlementSimulationError}`
+          `vault ${target.vault}: oracle publication preflight failed: ${settlementSimulationError}`
         );
         return {
           vault: target.vault,
@@ -23721,6 +23804,7 @@ var import_common63 = __toESM(require_dist());
   MAX_INCENTIVE_RECIPIENTS,
   MAX_INCENTIVE_REPORT_TTL,
   MAX_MANAGER_WITHDRAW_DESTINATIONS,
+  MAX_ORACLE_IMPLIED_APY_BPS,
   MAX_PRICE_STALENESS_THRESHOLD_SECS,
   MIN_EXTERNAL_POSITION_SAMPLES,
   ManagerRedepositAssetBuilder,
@@ -23796,6 +23880,7 @@ var import_common63 = __toESM(require_dist());
   applyEffectiveApy,
   assertNoLargeBalanceChanges,
   assertNoUnconfirmedYieldPayments,
+  assertOracleImpliedApy,
   buildHoldingUpdate,
   buildMarginfiWithdrawInteraction,
   buildNestDepositRequest,
@@ -23887,6 +23972,7 @@ var import_common63 = __toESM(require_dist());
   signerInOracleData,
   simulateConsensusOracleSettlement,
   simulateDryRunSettlement,
+  simulateOraclePublication,
   simulateSquadsProposalExecution,
   sumPositionsByMint,
   systemClock,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@perena/vault-sdk",
-  "version": "1.0.53",
+  "version": "1.0.55",
   "description": "Vault program helpers for Bankineco integrations.",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
@@ -46,6 +46,7 @@
     "vault-data": "tsx scripts/fetchVaultData.ts",
     "idle-liquidity": "tsx scripts/runIdleLiquidityService.ts",
     "preview-oracle-update": "tsx scripts/previewOracleUpdate.ts",
+    "correct-oracle-nav": "tsx scripts/correctOracleNav.ts",
     "simulate-withdraw": "tsx scripts/simulate-withdraw.ts",
     "simulate-message": "tsx scripts/simulate-message.ts",
     "run-external-liquidity-service": "tsx scripts/runExternalLiquidityService.ts",