aiden-shared-calculations-unified 1.0.75 → 1.0.77

package/calculations/{pnl/profitability_ratio_per_stock.js → core/profitability-ratio-per-stock.js}

@@ -13,6 +13,28 @@ class ProfitabilityRatioPerStock {
         this.mappings = null;
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'standard',
+            rootDataDependencies: ['portfolio'],
+            isHistorical: false,
+            userType: 'all',
+            category: 'core_pnl'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -57,6 +79,8 @@ class ProfitabilityRatioPerStock {
         }
     }
 
+    // --- REFACTORED ---
+    // Simplified signature
     process(portfolioData) {
         const positions = portfolioData.PublicPositions || portfolioData.AggregatedPositions;
         if (!positions || !Array.isArray(positions)) {

package/calculations/{pnl/profitability_skew_per_stock.js → core/profitability-skew-per-stock.js}

@@ -16,6 +16,28 @@ class ProfitabilitySkewPerStock {
         this.mappings = null;
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'standard',
+            rootDataDependencies: ['portfolio'],
+            isHistorical: false,
+            userType: 'all',
+            category: 'core_pnl'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -58,6 +80,8 @@ class ProfitabilitySkewPerStock {
         }
     }
 
+    // --- REFACTORED ---
+    // Simplified signature
     process(portfolioData) {
         const positions = portfolioData.PublicPositions || portfolioData.AggregatedPositions;
         if (!positions || !Array.isArray(positions)) {

package/calculations/{pnl/profitable_and_unprofitable_status.js → core/profitable-and-unprofitable-status.js}

@@ -10,6 +10,28 @@ class ProfitableAndUnprofitableStatus {
         this.total_in_loss = 0;
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'standard',
+            rootDataDependencies: ['portfolio'], // Needs portfolio.Summary
+            isHistorical: false,
+            userType: 'all',
+            category: 'core_pnl'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -36,6 +58,8 @@ class ProfitableAndUnprofitableStatus {
         };
     }
 
+    // --- REFACTORED ---
+    // Simplified signature
     process(portfolioData) {
         // Use the P&L from the summary, which is for the *day*
         const dailyPnl = portfolioData.Summary?.NetProfit || 0;

package/calculations/{short_and_long_stats/sentiment_per_stock.js → core/sentiment-per-stock.js}

@@ -48,6 +48,26 @@ class SentimentPerStock {
         };
     }
 
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'standard',
+            rootDataDependencies: ['portfolio'],
+            isHistorical: false,
+            userType: 'all',
+            category: 'core_sentiment'
+        };
+    }
+
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     _initAsset(instrumentId) {
         if (!this.assets.has(instrumentId)) {
             this.assets.set(instrumentId, {

package/calculations/{short_and_long_stats/short_position_per_stock.js → core/short-position-per-stock.js}

@@ -13,6 +13,28 @@ class ShortPositionPerStock {
         this.mappings = null;
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'standard',
+            rootDataDependencies: ['portfolio'],
+            isHistorical: false,
+            userType: 'all',
+            category: 'core_sentiment'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -40,6 +62,8 @@ class ShortPositionPerStock {
         }
     }
 
+    // --- REFACTORED ---
+    // Simplified signature
     process(portfolioData) {
         const positions = portfolioData.PublicPositions || portfolioData.AggregatedPositions;
         if (!positions || !Array.isArray(positions)) {

package/calculations/{socialPosts/social_activity_aggregation.js → core/social-activity-aggregation.js}

@@ -16,6 +16,28 @@ class SocialActivityAggregation {
         this.perTicker = new Map();
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta', // Runs once, not per-user
+            rootDataDependencies: ['social'], // Needs the social posts doc
+            isHistorical: false,
+            userType: 'n/a',
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -67,19 +89,21 @@ class SocialActivityAggregation {
         }
     }
 
+    // --- REFACTORED ---
     /**
+     * This is a 'meta' calculation.
      * @param {string} dateStr - Today's date.
-     * @param {object} dependencies - db, logger.
-     * @param {object} config - Computation config.
-     * @param {object} fetchedDependencies - (UNUSED) In-memory results.
+     * @param {object} rootData - The root data object.
+     * @param {object} dependencies - db, logger, calculationUtils.
      */
-    async process(dateStr, dependencies, config, fetchedDependencies) {
+    async process(dateStr, rootData, dependencies) {
         const { calculationUtils } = dependencies;
-        const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
+        // The runner provides social data inside rootData
+        const todaySocialPosts = rootData.todaySocialPostInsights || {}; 
 
-        for (const post of todaySocialPosts) {
-            const likes = post.likes || 0;
-            const comments = post.comments || 0;
+        for (const post of Object.values(todaySocialPosts)) {
+            const likes = post.likeCount || 0;
+            const comments = post.commentCount || 0;
             
             // 1. Aggregate global stats
             this.global.total_posts++;

package/calculations/{socialPosts → core}/social-asset-posts-trend.js

@@ -13,6 +13,28 @@ class SocialAssetPostsTrend {
         this.assetData = new Map();
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta',
+            rootDataDependencies: ['social'], // Needs social posts
+            isHistorical: false, // It's stateful, but reads its *own* history
+            userType: 'n/a',
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -49,16 +71,17 @@ class SocialAssetPostsTrend {
         };
     }
 
+    // --- REFACTORED ---
     /**
      * @param {string} dateStr - Today's date.
-     * @param {object} dependencies - db, logger.
-     * @param {object} config - Computation config.
-     * @param {object} fetchedDependencies - (UNUSED) In-memory results.
+     * @param {object} rootData - The root data object.
+     * @param {object} dependencies - db, logger, calculationUtils
      */
-    async process(dateStr, dependencies, config, fetchedDependencies) {
-        const { db, logger, calculationUtils } = dependencies;
+    async process(dateStr, rootData, dependencies) {
+        const { calculationUtils } = dependencies;
         
         // 1. Load this metric's history from yesterday
+        // The runner must provide `loadYesterdayData` on calculationUtils
         const yHistoryData = await calculationUtils.loadYesterdayData('social-asset-posts-trend');
 
         // 2. Initialize state with history
@@ -72,10 +95,9 @@ class SocialAssetPostsTrend {
         }
         
         // 3. Process today's raw social data
-        // This relies on the social data loader (not shown here)
-        const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
+        const todaySocialPosts = rootData.todaySocialPostInsights || {}; 
 
-        for (const post of todaySocialPosts) {
+        for (const post of Object.values(todaySocialPosts)) {
             const tickers = post.tickers || [];
             for (const ticker of tickers) {
                 if (!this.assetData.has(ticker)) {

package/calculations/{socialPosts/social_event_correlation.js → core/social-event-correlation.js}

@@ -11,6 +11,28 @@ class SocialEventCorrelation {
         this.processed = false;
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'standard', // Runs per-user, but only executes logic once
+            rootDataDependencies: ['social'],
+            isHistorical: true, // Needs yesterday's social posts
+            userType: 'all', // Runs on the first user and then stops
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Helper to process a set of posts and populate volume/topic counts.
      * @param {object} socialPostInsights - Map of { [postId]: postData }
@@ -52,8 +74,8 @@ class SocialEventCorrelation {
      * @param {null} yesterdayPortfolio - Not used.
      * @param {null} userId - Not used.
      * @param {object} context - Shared context (e.g., mappings).
-     * @param {object} todayInsights - Daily instrument insights.
-     * @param {object} yesterdayInsights - Yesterday's instrument insights.
+     * @param {object} todayInsights - (Not used)
+     * @param {object} yesterdayInsights - (Not used)
      * @param {object} todaySocialPostInsights - Map of { [postId]: postData } for today.
      * @param {object} yesterdaySocialPostInsights - Map of { [postId]: postData } for yesterday.
      */

package/calculations/{socialPosts/social_sentiment_aggregation.js → core/social-sentiment-aggregation.js}

@@ -58,6 +58,26 @@ class SocialSentimentAggregation {
         };
     }
 
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta',
+            rootDataDependencies: ['social'],
+            isHistorical: false,
+            userType: 'n/a',
+            category: 'core_metrics'
+        };
+    }
+
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     _initTicker(ticker) {
         if (!this.perTicker.has(ticker)) {
             this.perTicker.set(ticker, {
@@ -76,9 +96,12 @@ class SocialSentimentAggregation {
      */
     async process(dateStr, dependencies, config, fetchedDependencies) {
         const { calculationUtils } = dependencies;
+        // This helper should exist on calculationUtils, loaded by the runner
         const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
 
         for (const post of todaySocialPosts) {
+            // This logic assumes 'sentiment' is a simple string,
+            // not the object from gemini. This is correct for this calc.
             const sentiment = post.sentiment || 'neutral'; // 'bullish', 'bearish', 'neutral'
             
             // 1. Aggregate global sentiment

package/calculations/{socialPosts → core}/social-top-mentioned-words.js

@@ -15,6 +15,28 @@ class SocialTopMentionedWords {
         this.stopWords = new Set(['the', 'a', 'is', 'in', 'to', 'for', 'of', 'and', 'it', 'on', 'with', 'that', 'this', 'buy', 'sell']);
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta',
+            rootDataDependencies: ['social'],
+            isHistorical: false, // Stateful
+            userType: 'n/a',
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -38,14 +60,14 @@ class SocialTopMentionedWords {
         };
     }
 
+    // --- REFACTORED ---
     /**
      * @param {string} dateStr - Today's date.
-     * @param {object} dependencies - db, logger.
-     * @param {object} config - Computation config.
-     * @param {object} fetchedDependencies - (UNUSED) In-memory results.
+     * @param {object} rootData - The root data object.
+     * @param {object} dependencies - db, logger, calculationUtils
      */
-    async process(dateStr, dependencies, config, fetchedDependencies) {
-        const { db, logger, calculationUtils } = dependencies;
+    async process(dateStr, rootData, dependencies) {
+        const { calculationUtils } = dependencies;
         
         // 1. Load this metric's history from yesterday
         // Note: History is stored by word
@@ -61,10 +83,11 @@ class SocialTopMentionedWords {
         }
         
         // 2. Process today's raw social data
-        const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
+        const todaySocialPosts = rootData.todaySocialPostInsights || {}; 
 
-        for (const post of todaySocialPosts) {
-            const text = (post.content || '').toLowerCase().replace(/[^a-z\s]/g, '');
+        for (const post of Object.values(todaySocialPosts)) {
+            // Use `fullText` for complete analysis
+            const text = (post.fullText || '').toLowerCase().replace(/[^a-z\s]/g, '');
             const words = text.split(/\s+/);
             
             for (const word of words) {

package/calculations/{socialPosts → core}/social-topic-interest-evolution.js

@@ -12,6 +12,28 @@ class SocialTopicInterestEvolution {
         this.topicData = new Map();
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta',
+            rootDataDependencies: ['social'],
+            isHistorical: false, // Stateful, not historical
+            userType: 'n/a',
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -48,14 +70,14 @@ class SocialTopicInterestEvolution {
         };
     }
 
+    // --- REFACTORED ---
     /**
      * @param {string} dateStr - Today's date.
-     * @param {object} dependencies - db, logger.
-     * @param {object} config - Computation config.
-     * @param {object} fetchedDependencies - (UNUSED) In-memory results.
+     * @param {object} rootData - The root data object.
+     * @param {object} dependencies - db, logger, calculationUtils
      */
-    async process(dateStr, dependencies, config, fetchedDependencies) {
-        const { db, logger, calculationUtils } = dependencies;
+    async process(dateStr, rootData, dependencies) {
+        const { calculationUtils } = dependencies;
         
         // 1. Load this metric's history from yesterday
         const yHistoryData = await calculationUtils.loadYesterdayData('social-topic-interest-evolution');
@@ -70,16 +92,18 @@ class SocialTopicInterestEvolution {
         }
         
         // 2. Process today's raw social data
-        const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
+        const todaySocialPosts = rootData.todaySocialPostInsights || {}; 
 
-        for (const post of todaySocialPosts) {
+        for (const post of Object.values(todaySocialPosts)) {
             // Assume topics are extracted by the social loader
-            const topics = post.topics || []; 
+            // This now correctly reads the topics from the sentiment object
+            const topics = post.sentiment?.topics || []; 
             for (const topic of topics) {
-                if (!this.topicData.has(topic)) {
-                    this.topicData.set(topic, { count: 0, history: [] });
+                const normalizedTopic = topic.toLowerCase(); // Normalize
+                if (!this.topicData.has(normalizedTopic)) {
+                    this.topicData.set(normalizedTopic, { count: 0, history: [] });
                 }
-                this.topicData.get(topic).count++;
+                this.topicData.get(normalizedTopic).count++;
             }
         }
     }

package/calculations/{socialPosts → core}/social-topic-sentiment-matrix.js

@@ -12,6 +12,28 @@ class SocialTopicSentimentMatrix {
         this.matrix = new Map();
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta',
+            rootDataDependencies: ['social'],
+            isHistorical: false,
+            userType: 'n/a',
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -48,23 +70,25 @@ class SocialTopicSentimentMatrix {
         }
     }
 
+    // --- REFACTORED ---
     /**
      * @param {string} dateStr - Today's date.
-     * @param {object} dependencies - db, logger.
-     * @param {object} config - Computation config.
-     * @param {object} fetchedDependencies - (UNUSED) In-memory results.
+     * @param {object} rootData - The root data object.
+     * @param {object} dependencies - db, logger, calculationUtils
      */
-    async process(dateStr, dependencies, config, fetchedDependencies) {
+    async process(dateStr, rootData, dependencies) {
         const { calculationUtils } = dependencies;
-        const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
+        const todaySocialPosts = rootData.todaySocialPostInsights || {}; 
 
-        for (const post of todaySocialPosts) {
-            const topics = post.topics || [];
-            const sentiment = post.sentiment || 'neutral'; // 'bullish', 'bearish', 'neutral'
+        for (const post of Object.values(todaySocialPosts)) {
+            const topics = post.sentiment?.topics || [];
+            // Use the structured sentiment object
+            const sentiment = post.sentiment?.overallSentiment?.toLowerCase() || 'neutral'; 
             
             for (const topic of topics) {
-                this._initTopic(topic);
-                const data = this.matrix.get(topic);
+                const normalizedTopic = topic.toLowerCase(); // Normalize
+                this._initTopic(normalizedTopic);
+                const data = this.matrix.get(normalizedTopic);
                 
                 if (sentiment === 'bullish') {
                     data.bullish++;

package/calculations/{socialPosts → core}/social-word-mentions-trend.js

@@ -14,6 +14,28 @@ class SocialWordMentionsTrend {
         this.keywords = []; 
     }
 
+    // --- NEW ---
+    /**
+     * Statically defines all metadata for the manifest builder.
+     */
+    static getMetadata() {
+        return {
+            type: 'meta',
+            rootDataDependencies: ['social'],
+            isHistorical: false, // Stateful
+            userType: 'n/a',
+            category: 'core_social'
+        };
+    }
+
+    // --- NEW ---
+    /**
+     * Statically declare dependencies.
+     */
+    static getDependencies() {
+        return [];
+    }
+
     /**
      * Defines the output schema for this calculation.
      * @returns {object} JSON Schema object
@@ -50,14 +72,15 @@ class SocialWordMentionsTrend {
         };
     }
 
+    // --- REFACTORED ---
     /**
      * @param {string} dateStr - Today's date.
-     * @param {object} dependencies - db, logger.
+     * @param {object} rootData - The root data object.
+     * @param {object} dependencies - db, logger, calculationUtils
      * @param {object} config - Computation config.
-     * @param {object} fetchedDependencies - (UNUSED) In-memory results.
      */
-    async process(dateStr, dependencies, config, fetchedDependencies) {
-        const { db, logger, calculationUtils } = dependencies;
+    async process(dateStr, rootData, dependencies, config) {
+        const { calculationUtils } = dependencies;
         
         // 1. Load keywords from config (or another source)
         this.keywords = config.trackedKeywords || ['inflation', 'fed', 'AI', 'crypto', 'recession'];
@@ -67,21 +90,23 @@ class SocialWordMentionsTrend {
 
         // 3. Initialize state for all keywords
         for (const keyword of this.keywords) {
-            this.keywordData.set(keyword, {
+            const normalizedKey = keyword.toLowerCase();
+            this.keywordData.set(normalizedKey, {
                 count: 0,
-                history: yHistoryData?.[keyword]?.history_30d || []
+                history: yHistoryData?.[normalizedKey]?.history_30d || []
             });
         }
         
         // 4. Process today's raw social data
-        const todaySocialPosts = await calculationUtils.loadSocialData(dateStr); 
+        const todaySocialPosts = rootData.todaySocialPostInsights || {}; 
 
-        for (const post of todaySocialPosts) {
-            const text = (post.content || '').toLowerCase();
+        for (const post of Object.values(todaySocialPosts)) {
+            const text = (post.fullText || '').toLowerCase();
             
             for (const keyword of this.keywords) {
-                if (text.includes(keyword.toLowerCase())) {
-                    this.keywordData.get(keyword).count++;
+                const normalizedKey = keyword.toLowerCase();
+                if (text.includes(normalizedKey)) {
+                    this.keywordData.get(normalizedKey).count++;
                 }
             }
         }