@the-situation/indexer 0.17.0 → 0.18.0

package/dist/types/analytics.d.ts

@@ -0,0 +1,194 @@
+/**
+ * Public response shapes for /api/analytics/*.
+ *
+ * These are the contract the webapp depends on; keep them stable. Numeric
+ * fields are always plain JavaScript numbers (no NUMERIC strings) — the
+ * repository layer is responsible for the `string → number` conversion that
+ * `Bun.sql` returns for `NUMERIC` columns.
+ */
+export type EntityType = 'trader' | 'lp';
+export interface AnalyticsTimeWindow {
+    /** Inclusive lower bound, ISO date YYYY-MM-DD. `null` = no lower bound. */
+    readonly from: string | null;
+    /** Exclusive upper bound, ISO date YYYY-MM-DD. `null` = no upper bound. */
+    readonly to: string | null;
+}
+export interface AnalyticsFilters extends AnalyticsTimeWindow {
+    /** Domain slug, or `'all'` for un-segmented totals. */
+    readonly domain: string;
+}
+export interface AnalyticsOverviewResponse {
+    readonly totals: {
+        readonly traders: number;
+        readonly lps: number;
+        readonly trades: number;
+        readonly volume: number;
+        readonly activeMarkets: number;
+    };
+    /** % of traders with positive lifetime ROI. The headline metric. */
+    readonly positiveRoiPct: number;
+    readonly newTradersLast7d: number;
+    readonly newLpsLast7d: number;
+    readonly topDomainsByVolume: ReadonlyArray<{
+        readonly slug: string;
+        readonly name: string;
+        readonly volume: number;
+        readonly trades: number;
+        readonly uniqueTraders: number;
+    }>;
+    readonly computedAt: string;
+}
+export interface DomainSummary {
+    readonly slug: string;
+    readonly name: string;
+    readonly description: string;
+    readonly activeMarkets: number;
+    readonly uniqueTraders: number;
+    readonly uniqueLps: number;
+    readonly totalVolume: number;
+    readonly totalTrades: number;
+    /** % of traders in this domain with positive lifetime ROI. */
+    readonly positiveRoiPct: number;
+    readonly medianRoiPct: number | null;
+}
+export interface DomainsResponse {
+    readonly domains: ReadonlyArray<DomainSummary>;
+}
+export interface DomainTimeSeriesPoint {
+    readonly date: string;
+    readonly trades: number;
+    readonly volume: number;
+    readonly uniqueTraders: number;
+    readonly uniqueLps: number;
+    readonly liquidityNet: number;
+}
+export interface DomainDetailResponse extends DomainSummary {
+    readonly timeSeries: ReadonlyArray<DomainTimeSeriesPoint>;
+    readonly topTraders: ReadonlyArray<{
+        readonly trader: string;
+        readonly totalPnl: number;
+        readonly totalTrades: number;
+        readonly volume: number;
+        readonly roiPct: number | null;
+    }>;
+    readonly topMarkets: ReadonlyArray<{
+        readonly marketAddress: string;
+        readonly volume: number;
+        readonly trades: number;
+        readonly uniqueTraders: number;
+    }>;
+}
+export interface CohortRow {
+    readonly cohortWeek: string;
+    readonly cohortSize: number;
+    /** Sparse — only weeks with non-zero retention are present. */
+    readonly retention: ReadonlyArray<{
+        readonly weekOffset: number;
+        readonly retained: number;
+        readonly retentionPct: number;
+    }>;
+}
+export interface CohortsResponse {
+    readonly entityType: EntityType;
+    readonly domain: string;
+    readonly cohorts: ReadonlyArray<CohortRow>;
+    /** Median half-life across cohorts (weeks). `null` when no cohort has reached half-life yet. */
+    readonly medianHalfLifeWeeks: number | null;
+}
+export interface RoiHistogramBucket {
+    readonly bucketIndex: number;
+    readonly bucketLowerPct: number;
+    readonly bucketUpperPct: number;
+    readonly userCount: number;
+}
+export interface RoiResponse {
+    readonly entityType: EntityType;
+    readonly domain: string;
+    readonly summary: {
+        readonly totalUsers: number;
+        readonly positiveRoiUsers: number;
+        readonly positiveRoiPct: number;
+        readonly medianRoiPct: number | null;
+        readonly p25RoiPct: number | null;
+        readonly p75RoiPct: number | null;
+        readonly p90RoiPct: number | null;
+        readonly meanRoiPct: number | null;
+    };
+    readonly histogram: ReadonlyArray<RoiHistogramBucket>;
+}
+export interface AnalyticsLeaderboardEntry {
+    readonly rank: number;
+    readonly trader: string;
+    readonly totalPnl: number;
+    readonly totalVolume: number;
+    readonly totalTrades: number;
+    readonly marketsTraded: number;
+    readonly domainsTraded: number;
+    readonly roiPct: number | null;
+}
+export interface AnalyticsLeaderboardResponse {
+    readonly entries: ReadonlyArray<AnalyticsLeaderboardEntry>;
+    readonly domain: string;
+    readonly windowFrom: string | null;
+    readonly windowTo: string | null;
+}
+export interface TraderAnalyticsResponse {
+    readonly trader: string;
+    readonly lifetime: {
+        readonly firstTradeAt: number | null;
+        readonly lastTradeAt: number | null;
+        readonly cohortWeek: string | null;
+        readonly totalTrades: number;
+        readonly buyCount: number;
+        readonly sellCount: number;
+        readonly marketsTraded: number;
+        readonly domainsTraded: number;
+        readonly domains: ReadonlyArray<string>;
+        readonly totalVolume: number;
+        readonly totalCollateralAtRisk: number;
+        readonly realizedPnl: number;
+        readonly unrealizedPnl: number;
+        readonly totalPnl: number;
+        readonly roiPct: number | null;
+        readonly activeDays: number;
+    } | null;
+    readonly perDomain: ReadonlyArray<{
+        readonly slug: string;
+        readonly name: string;
+        readonly tradeCount: number;
+        readonly volume: number;
+        readonly marketsTraded: number;
+        readonly daysActive: number;
+    }>;
+    /**
+     * Cohort context — how this trader's cohort retained, and where the trader
+     * stands within it.
+     */
+    readonly cohort: {
+        readonly cohortWeek: string | null;
+        readonly halfLifeWeeks: number | null;
+        readonly cohortSize: number | null;
+        readonly retainedThisWeek: number | null;
+    } | null;
+}
+/** Raw row shapes coming back from Postgres. Used inside the repository. */
+export interface RawTraderLifetime {
+    readonly trader: string;
+    readonly first_trade_at: Date | string | null;
+    readonly last_trade_at: Date | string | null;
+    readonly cohort_week: Date | string | null;
+    readonly total_trades: number;
+    readonly buy_count: number;
+    readonly sell_count: number;
+    readonly markets_traded: number;
+    readonly domains_traded: number;
+    readonly domains_json: string | readonly string[];
+    readonly total_volume: string | number;
+    readonly total_collateral_at_risk: string | number;
+    readonly realized_pnl: string | number;
+    readonly unrealized_pnl: string | number;
+    readonly total_pnl: string | number;
+    readonly roi_pct: string | number | null;
+    readonly active_days: number;
+}
+//# sourceMappingURL=analytics.d.ts.map

package/dist/types/analytics.d.ts.map

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package/dist/types/analytics.js

@@ -0,0 +1,10 @@
+/**
+ * Public response shapes for /api/analytics/*.
+ *
+ * These are the contract the webapp depends on; keep them stable. Numeric
+ * fields are always plain JavaScript numbers (no NUMERIC strings) — the
+ * repository layer is responsible for the `string → number` conversion that
+ * `Bun.sql` returns for `NUMERIC` columns.
+ */
+export {};
+//# sourceMappingURL=analytics.js.map

package/dist/types/analytics.js.map

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

package/dist/types/api.d.ts

@@ -5,6 +5,8 @@ import type { MultinoulliMatrixConstraintMode } from '@the-situation/abi';
 import type { MarketType } from './market';
 export interface VoyagerRateLimitInfo {
     readonly isLimited: boolean;
+    readonly activeKeyCount: number;
+    readonly limitedKeyCount: number;
     readonly retryInSeconds: number;
     readonly escalationLevel: number;
     readonly message: string | null;

package/dist/types/api.d.ts.map

@@ -1 +1 @@
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package/dist/types/index.d.ts

@@ -4,4 +4,5 @@ export type { AdminCreateMarketBody, AdminUpdateMarketBody, EventResponse, Healt
 export type { DecodedEvent, DecodedEventData, DecodedLPEvent, DecodedMarketEvent, DecodedMarketSettledEvent, DecodedMarketSettledMultiEvent, DecodedMultinoulliTradeEvent, EventType, InsertEventInput, MarketEventRow, VoyagerEvent, VoyagerEventsResponse, } from './event';
 export type { CreateMarketInput, MarketRow, MarketStateRow, MarketType, MultinoulliMarketChainState, MultinoulliMarketStateRow, MultinoulliTraderPosition, UpdateMarketInput, } from './market';
 export type { CursorRow, SettlementState, UpsertPositionInput, UserPositionRow, } from './position';
+export type { AnalyticsFilters, AnalyticsLeaderboardEntry, AnalyticsLeaderboardResponse, AnalyticsOverviewResponse, AnalyticsTimeWindow, CohortRow, CohortsResponse, DomainDetailResponse, DomainSummary, DomainTimeSeriesPoint, DomainsResponse, EntityType, RoiHistogramBucket, RoiResponse, TraderAnalyticsResponse, } from './analytics';
 //# sourceMappingURL=index.d.ts.map

package/dist/types/index.d.ts.map

@@ -1 +1 @@
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package/dist/warehouse/analytics-helpers.d.ts

@@ -0,0 +1,36 @@
+/**
+ * Boundary helpers for the analytics layer.
+ *
+ *  - `parseNumeric`        — coerce Postgres NUMERIC strings (Bun.sql returns
+ *                             these for high-precision numbers) to JS numbers.
+ *  - `parseAnalyticsFilters` — validate and normalize ?domain=&from=&to= query.
+ *  - `computeCohortHalfLife` — first week_offset where retentionPct < 50.
+ *  - `shapeCohortRows`     — group raw cohort rows into the public CohortRow[].
+ */
+import type { AnalyticsFilters, CohortRow, EntityType } from '../types/analytics';
+export declare function parseNumeric(raw: unknown): number | null;
+export interface RawAnalyticsQuery {
+    readonly domain?: unknown;
+    readonly from?: unknown;
+    readonly to?: unknown;
+}
+export declare function parseAnalyticsFilters(q: RawAnalyticsQuery): AnalyticsFilters;
+/**
+ * First week_offset in the cohort where retentionPct strictly drops below 50%.
+ * Returns null if the cohort never reaches half-life within its observed window.
+ *
+ * Performance: O(N log N) once for the sort. Cohorts are small (typically < 100
+ * weeks of observations), so this is negligible.
+ */
+export declare function computeCohortHalfLife(cohort: CohortRow): number | null;
+export interface RawCohortRow {
+    readonly cohort_week: Date | string;
+    readonly week_offset: number;
+    readonly cohort_size: number;
+    readonly retained: number;
+}
+export declare function shapeCohortRows(rows: readonly RawCohortRow[]): readonly CohortRow[];
+export declare function toDateString(value: Date | string | null): string;
+export declare function dateToUnixSeconds(value: Date | string | null): number | null;
+export declare function parseEntityType(raw: unknown): EntityType;
+//# sourceMappingURL=analytics-helpers.d.ts.map

package/dist/warehouse/analytics-helpers.d.ts.map

@@ -0,0 +1 @@
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package/dist/warehouse/analytics-helpers.js

@@ -0,0 +1,142 @@
+const ISO_DATE_RE = /^\d{4}-\d{2}-\d{2}$/;
+const SLUG_RE = /^[a-z][a-z0-9_-]*$/;
+export function parseNumeric(raw) {
+    if (raw == null)
+        return null;
+    if (typeof raw === 'number') {
+        return Number.isFinite(raw) ? raw : null;
+    }
+    if (typeof raw === 'string') {
+        const trimmed = raw.trim();
+        if (trimmed.length === 0)
+            return null;
+        const v = Number(trimmed);
+        return Number.isFinite(v) ? v : null;
+    }
+    if (typeof raw === 'bigint') {
+        const v = Number(raw);
+        return Number.isFinite(v) ? v : null;
+    }
+    return null;
+}
+export function parseAnalyticsFilters(q) {
+    let domain;
+    if (q.domain == null || q.domain === '') {
+        domain = 'all';
+    }
+    else if (typeof q.domain !== 'string') {
+        throw new Error('domain must be a string');
+    }
+    else {
+        domain = q.domain.toLowerCase();
+        if (domain !== 'all' && !SLUG_RE.test(domain)) {
+            throw new Error(`Invalid domain slug: ${q.domain}`);
+        }
+    }
+    const from = parseDateOrNull(q.from, 'from');
+    const to = parseDateOrNull(q.to, 'to');
+    if (from && to && from > to) {
+        throw new Error(`Invalid window: from (${from}) is after to (${to})`);
+    }
+    return { domain, from, to };
+}
+function parseDateOrNull(raw, name) {
+    if (raw == null || raw === '')
+        return null;
+    if (typeof raw !== 'string') {
+        throw new Error(`${name} must be a string YYYY-MM-DD`);
+    }
+    if (!ISO_DATE_RE.test(raw)) {
+        throw new Error(`${name} must match YYYY-MM-DD (got "${raw}")`);
+    }
+    // Validate calendar correctness — Date.parse accepts overflow in some impls
+    const ms = Date.parse(`${raw}T00:00:00Z`);
+    if (!Number.isFinite(ms)) {
+        throw new Error(`Invalid date: ${raw}`);
+    }
+    return raw;
+}
+/**
+ * First week_offset in the cohort where retentionPct strictly drops below 50%.
+ * Returns null if the cohort never reaches half-life within its observed window.
+ *
+ * Performance: O(N log N) once for the sort. Cohorts are small (typically < 100
+ * weeks of observations), so this is negligible.
+ */
+export function computeCohortHalfLife(cohort) {
+    if (cohort.retention.length === 0)
+        return null;
+    const sorted = [...cohort.retention].sort((a, b) => a.weekOffset - b.weekOffset);
+    for (const r of sorted) {
+        if (r.retentionPct < 50)
+            return r.weekOffset;
+    }
+    return null;
+}
+export function shapeCohortRows(rows) {
+    // Group by cohort_week.
+    const grouped = new Map();
+    for (const row of rows) {
+        const week = toDateString(row.cohort_week);
+        let bucket = grouped.get(week);
+        if (!bucket) {
+            bucket = { cohortSize: row.cohort_size, retention: [] };
+            grouped.set(week, bucket);
+        }
+        // Cohort size should be constant across rows for the same cohort; defend
+        // against drift by taking the max (paranoid).
+        if (row.cohort_size > bucket.cohortSize) {
+            bucket.cohortSize = row.cohort_size;
+        }
+        const pct = bucket.cohortSize > 0 ? (row.retained / bucket.cohortSize) * 100 : 0;
+        bucket.retention.push({
+            weekOffset: row.week_offset,
+            retained: row.retained,
+            retentionPct: pct,
+        });
+    }
+    const out = [];
+    for (const [week, bucket] of grouped) {
+        bucket.retention.sort((a, b) => a.weekOffset - b.weekOffset);
+        out.push({
+            cohortWeek: week,
+            cohortSize: bucket.cohortSize,
+            retention: bucket.retention,
+        });
+    }
+    // Newest cohorts first
+    out.sort((a, b) => (a.cohortWeek > b.cohortWeek ? -1 : 1));
+    return out;
+}
+export function toDateString(value) {
+    if (value == null)
+        return '';
+    if (typeof value === 'string') {
+        // Postgres DATE comes back as 'YYYY-MM-DD' string — passthrough.
+        if (ISO_DATE_RE.test(value))
+            return value;
+        // Some drivers return a Date as ISO string.
+        return value.slice(0, 10);
+    }
+    const yyyy = value.getUTCFullYear();
+    const mm = String(value.getUTCMonth() + 1).padStart(2, '0');
+    const dd = String(value.getUTCDate()).padStart(2, '0');
+    return `${yyyy}-${mm}-${dd}`;
+}
+export function dateToUnixSeconds(value) {
+    if (value == null)
+        return null;
+    if (value instanceof Date) {
+        return Math.floor(value.getTime() / 1000);
+    }
+    const ms = Date.parse(value);
+    if (!Number.isFinite(ms))
+        return null;
+    return Math.floor(ms / 1000);
+}
+export function parseEntityType(raw) {
+    if (raw === 'lp')
+        return 'lp';
+    return 'trader';
+}
+//# sourceMappingURL=analytics-helpers.js.map

package/dist/warehouse/analytics-helpers.js.map

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package/dist/warehouse/backfill.d.ts

@@ -0,0 +1,26 @@
+/**
+ * Market → domain backfill.
+ *
+ * Reads `markets.category` and `markets.topics` from the SQLite OLTP store and
+ * writes a `market_domains` row for each (market, domain) pair into Postgres.
+ *
+ * Behaviour:
+ *  - For each market, classify category + each topic via `classifyTopic`.
+ *  - Deduplicate domain slugs.
+ *  - Always insert at least one row per market — falls back to `other` when
+ *    no rule matches.
+ *  - The first slug found becomes the primary; subsequent slugs are secondary.
+ *  - `source = 'auto'` for backfilled rows. Manual admin assignments use
+ *    `source = 'manual'` and are NEVER overwritten by this job.
+ *
+ * Safe to re-run: only auto-assigned rows are touched. Manual overrides survive.
+ */
+import type { SQL } from 'bun';
+import type { Database as SqliteDatabase } from 'bun:sqlite';
+export interface BackfillResult {
+    readonly markets: number;
+    readonly assignments: number;
+    readonly fallbacks: number;
+}
+export declare function backfillMarketDomains(sqlite: SqliteDatabase, pg: SQL): Promise<BackfillResult>;
+//# sourceMappingURL=backfill.d.ts.map

package/dist/warehouse/backfill.d.ts.map

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package/dist/warehouse/backfill.js

@@ -0,0 +1,77 @@
+import { classifyTopic } from './seed-domains';
+export async function backfillMarketDomains(sqlite, pg) {
+    const rows = sqlite
+        .query('SELECT address, category, topics FROM markets')
+        .all();
+    let assignmentCount = 0;
+    let fallbackCount = 0;
+    for (const market of rows) {
+        const slugs = collectSlugs(market);
+        if (slugs.length === 0) {
+            slugs.push('other');
+            fallbackCount += 1;
+        }
+        // Drop existing auto rows for this market — manual assignments stay.
+        await pg `
+      DELETE FROM market_domains
+      WHERE market_address = ${market.address} AND source = 'auto'
+    `;
+        const existingManual = await pg `
+      SELECT domain_slug, is_primary FROM market_domains
+      WHERE market_address = ${market.address} AND source = 'manual'
+    `;
+        const manualSlugs = new Set(existingManual.map((r) => r.domain_slug));
+        const hasManualPrimary = existingManual.some((r) => r.is_primary);
+        let primaryAssigned = hasManualPrimary;
+        for (const slug of slugs) {
+            if (manualSlugs.has(slug)) {
+                // Already manually set; skip.
+                continue;
+            }
+            const isPrimary = !primaryAssigned;
+            primaryAssigned = primaryAssigned || isPrimary;
+            await pg `
+        INSERT INTO market_domains (market_address, domain_slug, is_primary, source, assigned_at)
+        VALUES (${market.address}, ${slug}, ${isPrimary}, 'auto', now())
+        ON CONFLICT (market_address, domain_slug) DO NOTHING
+      `;
+            assignmentCount += 1;
+        }
+    }
+    return {
+        markets: rows.length,
+        assignments: assignmentCount,
+        fallbacks: fallbackCount,
+    };
+}
+function collectSlugs(market) {
+    const slugs = [];
+    const seen = new Set();
+    const candidates = [];
+    if (market.category && market.category.trim().length > 0) {
+        candidates.push(market.category);
+    }
+    try {
+        const topics = JSON.parse(market.topics);
+        for (const t of topics) {
+            if (typeof t === 'string' && t.trim().length > 0) {
+                candidates.push(t);
+            }
+        }
+    }
+    catch {
+        // ignore malformed topics JSON
+    }
+    for (const candidate of candidates) {
+        const slug = classifyTopic(candidate);
+        if (slug === 'other') {
+            continue;
+        }
+        if (!seen.has(slug)) {
+            seen.add(slug);
+            slugs.push(slug);
+        }
+    }
+    return slugs;
+}
+//# sourceMappingURL=backfill.js.map

package/dist/warehouse/backfill.js.map

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package/dist/warehouse/connection.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Postgres warehouse connection (Bun.sql).
+ *
+ * The warehouse holds derived analytics tables (domains, daily fact tables,
+ * cohort retention, ROI distributions) that are populated by the aggregator
+ * job from the SQLite OLTP store. SQLite remains the source of truth for raw
+ * events; Postgres is the OLAP layer.
+ *
+ * Bun.sql is the project standard (see CLAUDE.md). Do not introduce `pg` or
+ * `postgres.js`.
+ */
+import { SQL } from 'bun';
+export interface Warehouse {
+    readonly sql: SQL;
+    readonly close: () => Promise<void>;
+}
+export declare function createWarehouse(url: string): Promise<Warehouse>;
+//# sourceMappingURL=connection.d.ts.map

package/dist/warehouse/connection.d.ts.map

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