alphacouncil-agent 0.9.4 → 1.0.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude-plugin/marketplace.json +3 -3
- package/.claude-plugin/plugin.json +2 -2
- package/.codex-plugin/plugin.json +4 -4
- package/AGENTS.md +25 -11
- package/CHANGELOG.md +146 -0
- package/CLAUDE.md +24 -7
- package/README.ja.md +15 -10
- package/README.md +21 -13
- package/README.zh-CN.md +17 -12
- package/data/authored/core-seats.mjs +808 -0
- package/data/authored/growth-seats.mjs +581 -0
- package/data/authored/index.mjs +114 -0
- package/data/authored/quant-seats.mjs +564 -0
- package/data/authored/value-seats.mjs +663 -0
- package/data/build-profile.v1.json +2 -1
- package/data/council-evaluation-protocol.v1.json +7 -4
- package/data/master-selector-method-locales.v1.mjs +10 -0
- package/data/persona-v3-ai-assisted-solo-profile.v1.json +2 -2
- package/data/persona-v3-build-specs.v1.mjs +60 -3
- package/docs/INSTALL.md +6 -10
- package/docs/personas.md +2 -1
- package/docs/plans/v1.0-roadmap.md +487 -0
- package/docs/plans/v1.1-basket-native-seats.md +267 -0
- package/docs/releases/v0.9.5.md +96 -0
- package/docs/releases/v1.0.0.md +164 -0
- package/docs/report-contract.md +30 -6
- package/knowledge/ai-assisted-solo/experiments/runs/a.json +13 -13
- package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/d13.json +126 -126
- package/knowledge/ai-assisted-solo/experiments/runs/d26.json +274 -254
- package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +129 -129
- package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +277 -257
- package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +278 -258
- package/knowledge/ai-assisted-solo/experiments/simulation-input.json +7278 -556
- package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +22 -22
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{change_value_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_ackman/reviews/{power_map.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{compute_power_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_aschenbrenner/reviews/{timeline_reverse_valuation.ai-review.json → price_implied_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{crowding_cost_stress.ai-review.json → nominal_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_asness/reviews/{factor_decomposer.ai-review.json → real_earnings_yield_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/expected_return_over_long_bond.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_bogle/reviews/fundamental_expected_return.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{incremental_returns.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_buffett/reviews/{owner_earnings_rebuilder.ai-review.json → owner_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{mispricing_carry.ai-review.json → net_current_asset_surplus_per_share.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_burry/reviews/{capital_structure_reader.ai-review.json → net_current_asset_value_per_share.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{cost_adoption_curve.ai-review.json → current_cash_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_cathie_wood/reviews/{capture_valuation_bridge.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_dalio/reviews/{regime_classifier.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/{master_munger/reviews/incentive_map.ai-review.json → master_dalio/reviews/real_curve_slope.ai-review.json} +51 -51
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{reverse_valuation.ai-review.json → implied_equity_risk_premium.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_damodaran/reviews/{story_dcf.ai-review.json → premium_versus_long_run_average.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{liquidity_revision_map.ai-review.json → liquidity_curve_impulse.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_druckenmiller/reviews/{inflection_payoff.ai-review.json → policy_real_rate.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{user_value_evidence.ai-review.json → five_year_opportunity_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_duan_yongping/reviews/{opportunity_cost.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{research_productivity.ai-review.json → margin_retention.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_fisher/reviews/{scuttlebutt_graph.ai-review.json → reinvestment_spread.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/{master_dalio/reviews/debt_driver_stress.ai-review.json → master_forensic_short/reviews/cash_conversion_gap.ai-review.json} +51 -51
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_forensic_short/reviews/{accounting_rebuilder.ai-review.json → cash_cover_of_leverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{asset_floor.ai-review.json → defensive_hurdle_base.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_graham/reviews/{normalized_earnings.ai-review.json → half_normalised_earnings_yield.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{penetration_liquidity.ai-review.json → cash_quality_gap.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_jhunjhunwala/reviews/{promoter_governance.ai-review.json → real_structural_growth.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{recovery_waterfall.ai-review.json → downside_asset_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_klarman/reviews/{cash_catalyst_compare.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{promise_integrity_ledger.ai-review.json → cash_backed_decade_return.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_li_lu/reviews/{ten_year_return_bridge.ai-review.json → decade_return_over_long_bond.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{story_numbers_check.ai-review.json → growth_justified_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_lynch/reviews/{category_classifier.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{cycle_temperature.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_marks/reviews/{implied_expectations.ai-review.json → equity_over_corporate_debt.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/{failure_path_graph.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_munger/reviews/reported_earnings_cash_gap.ai-review.json +277 -0
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{surface_builder.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_natenberg/reviews/{greeks_payoff.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{downside_floor.ai-review.json → downside_floor_coverage.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_pabrai/reviews/{discrete_payoff.ai-review.json → market_capitalisation.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{leakage_audit.ai-review.json → absolute_session_move.ai-review.json} +42 -42
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_simons/reviews/{oos_cost_test.ai-review.json → session_move_over_implied.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{realized_vol_forecast.ai-review.json → round_trip_cost.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_sinclair/reviews/{net_edge_sizer.ai-review.json → volatility_per_unit_of_width.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reflexivity_graph.ai-review.json → credit_cycle_position.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_soros/reviews/{reversal_monitor.ai-review.json → financing_burden.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{tail_friction.ai-review.json → debt_service_cushion.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_taleb/reviews/{payoff_ruin.ai-review.json → normalised_skew.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{fractional_kelly.ai-review.json → edge_per_unit_of_volatility.ai-review.json} +46 -46
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/master_thorp/reviews/{edge_recalculator.ai-review.json → net_edge.ai-review.json} +49 -49
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-formula-reviews/review-manifest.json +288 -270
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json +2 -2
- package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json +6 -2
- package/knowledge/solo-test/masters/master_ackman/decision_policy.json +122 -11
- package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_ackman/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_ackman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_ackman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_ackman/tools.json +56 -30
- package/knowledge/solo-test/masters/master_aschenbrenner/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_aschenbrenner/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +12 -4
- package/knowledge/solo-test/masters/master_aschenbrenner/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_aschenbrenner/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_aschenbrenner/tools.json +56 -30
- package/knowledge/solo-test/masters/master_asness/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_asness/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_asness/manifest.json +11 -4
- package/knowledge/solo-test/masters/master_asness/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_asness/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_asness/tools.json +56 -30
- package/knowledge/solo-test/masters/master_bogle/counterfactuals.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/decision_policy.json +170 -0
- package/knowledge/solo-test/masters/master_bogle/doctrine.jsonl +14 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/calibration_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/experiments.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/golden_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/evaluation/pairwise_cases.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/failures.jsonl +0 -0
- package/knowledge/solo-test/masters/master_bogle/manifest.json +141 -0
- package/knowledge/solo-test/masters/master_bogle/memory_policy.json +5 -0
- package/knowledge/solo-test/masters/master_bogle/provisional-index.json +41 -0
- package/knowledge/solo-test/masters/master_bogle/research_policy.json +11 -0
- package/knowledge/solo-test/masters/master_bogle/sources.jsonl +1 -0
- package/knowledge/solo-test/masters/master_bogle/tools.json +120 -0
- package/knowledge/solo-test/masters/master_bogle/voice.en.md +7 -0
- package/knowledge/solo-test/masters/master_bogle/voice.zh.md +7 -0
- package/knowledge/solo-test/masters/master_buffett/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_buffett/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_buffett/manifest.json +10 -4
- package/knowledge/solo-test/masters/master_buffett/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_buffett/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_buffett/tools.json +55 -29
- package/knowledge/solo-test/masters/master_burry/decision_policy.json +102 -12
- package/knowledge/solo-test/masters/master_burry/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_burry/manifest.json +12 -6
- package/knowledge/solo-test/masters/master_burry/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_burry/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_burry/tools.json +56 -30
- package/knowledge/solo-test/masters/master_cathie_wood/decision_policy.json +74 -12
- package/knowledge/solo-test/masters/master_cathie_wood/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +12 -6
- package/knowledge/solo-test/masters/master_cathie_wood/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_cathie_wood/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_cathie_wood/tools.json +56 -30
- package/knowledge/solo-test/masters/master_dalio/decision_policy.json +123 -16
- package/knowledge/solo-test/masters/master_dalio/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_dalio/manifest.json +10 -4
- package/knowledge/solo-test/masters/master_dalio/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_dalio/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_dalio/tools.json +56 -30
- package/knowledge/solo-test/masters/master_damodaran/decision_policy.json +58 -10
- package/knowledge/solo-test/masters/master_damodaran/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_damodaran/manifest.json +9 -4
- package/knowledge/solo-test/masters/master_damodaran/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_damodaran/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_damodaran/tools.json +54 -28
- package/knowledge/solo-test/masters/master_druckenmiller/decision_policy.json +89 -10
- package/knowledge/solo-test/masters/master_druckenmiller/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +11 -4
- package/knowledge/solo-test/masters/master_druckenmiller/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_druckenmiller/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_druckenmiller/tools.json +55 -29
- package/knowledge/solo-test/masters/master_duan_yongping/decision_policy.json +138 -13
- package/knowledge/solo-test/masters/master_duan_yongping/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +17 -7
- package/knowledge/solo-test/masters/master_duan_yongping/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_duan_yongping/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_duan_yongping/tools.json +82 -30
- package/knowledge/solo-test/masters/master_fisher/decision_policy.json +102 -11
- package/knowledge/solo-test/masters/master_fisher/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_fisher/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_fisher/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_fisher/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_fisher/tools.json +58 -32
- package/knowledge/solo-test/masters/master_forensic_short/decision_policy.json +93 -14
- package/knowledge/solo-test/masters/master_forensic_short/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_forensic_short/manifest.json +6 -4
- package/knowledge/solo-test/masters/master_forensic_short/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_forensic_short/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_forensic_short/tools.json +53 -27
- package/knowledge/solo-test/masters/master_graham/decision_policy.json +103 -12
- package/knowledge/solo-test/masters/master_graham/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_graham/manifest.json +12 -4
- package/knowledge/solo-test/masters/master_graham/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_graham/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_graham/tools.json +67 -28
- package/knowledge/solo-test/masters/master_jhunjhunwala/decision_policy.json +77 -12
- package/knowledge/solo-test/masters/master_jhunjhunwala/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +11 -6
- package/knowledge/solo-test/masters/master_jhunjhunwala/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_jhunjhunwala/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_jhunjhunwala/tools.json +54 -28
- package/knowledge/solo-test/masters/master_klarman/decision_policy.json +105 -14
- package/knowledge/solo-test/masters/master_klarman/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_klarman/manifest.json +8 -2
- package/knowledge/solo-test/masters/master_klarman/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_klarman/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_klarman/tools.json +55 -29
- package/knowledge/solo-test/masters/master_li_lu/decision_policy.json +101 -10
- package/knowledge/solo-test/masters/master_li_lu/doctrine.jsonl +2 -2
- package/knowledge/solo-test/masters/master_li_lu/manifest.json +13 -6
- package/knowledge/solo-test/masters/master_li_lu/provisional-index.json +3 -3
- package/knowledge/solo-test/masters/master_li_lu/sources.jsonl +1 -1
- package/knowledge/solo-test/masters/master_li_lu/tools.json +58 -32
- package/knowledge/solo-test/masters/master_lynch/decision_policy.json +127 -16
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- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/capture_valuation_bridge.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_cathie_wood/provisional-derivations/cost_adoption_curve.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/debt_driver_stress.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_dalio/provisional-derivations/regime_classifier.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_damodaran/provisional-derivations/story_dcf.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/inflection_payoff.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_druckenmiller/provisional-derivations/liquidity_revision_map.derived-proxy-evidence.json +0 -64
- package/knowledge/solo-test/persona-v3-solo-test-formulas/master_duan_yongping/provisional-derivations/opportunity_cost.derived-proxy-evidence.json +0 -64
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/**
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* Every authored method, and the overlay that reconciles it with the build spec.
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*
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* A build spec plans two tools per seat with placeholder names like `owner_earnings_rebuilder`
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* and a guessed output. Authoring replaces the arithmetic, and the honest name for a tool that
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* divides owner earnings by market capitalisation is `owner_earnings_yield`, not the
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* placeholder. Rather than hand-editing fifty-four planned entries and keeping two files in
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* sync forever, the authored definition is the source of truth and the spec is overlaid from
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* it: the planned entry keeps its position and gains the authored id, output and purpose.
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*
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* The overlay is positional: tool N replaces planned tool N. A seat may author MORE tools
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* than it planned -- a method that needs a third step to state itself should be able to say
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* so, which is why the downstream tool counts are derived from this list rather than from
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* seats-times-two. It may not author fewer: that would silently drop a planned step.
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*/
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import { coreSeats } from "./core-seats.mjs";
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import { growthSeats } from "./growth-seats.mjs";
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import { quantSeats } from "./quant-seats.mjs";
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import { valueSeats } from "./value-seats.mjs";
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/**
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* Tool outputs must be unique across the whole bench, and several seats legitimately compute
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* the same quantity: market capitalisation is price times shares no matter who asks for it.
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* Rather than making every author invent a distinct name for the same arithmetic -- which
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* scoped to its seat here, in both the tool and every condition that reads it.
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*
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* A tool output is only ever consumed inside its own seat's policy, so scoping is invisible
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*/
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function scopeOutputs(personaId, method) {
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const rename = new Map(method.tools.map((tool) => [tool.output_id, `${tool.output_id}.${personaId}`]));
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const rewrite = (node) => {
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}
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return out;
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};
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return {
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...method,
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tools: method.tools.map((tool) => ({ ...rewrite(tool), output_id: rename.get(tool.output_id) })),
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eligibility: rewrite(method.eligibility),
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hard_vetoes: rewrite(method.hard_vetoes),
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scoring: rewrite(method.scoring),
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};
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}
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export const authoredMethods = Object.freeze(Object.fromEntries(
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Object.entries({ ...coreSeats, ...valueSeats, ...quantSeats, ...growthSeats })
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.map(([personaId, method]) => [personaId, scopeOutputs(personaId, method)]),
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));
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/**
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* Facts a seat's policy reads. Tool inputs become required and hard-decline at the
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* pre-decision gate; facts used only in a condition become optional, so a missing one leaves
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*/
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export function authoredFactUse(method) {
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for (const tool of method?.tools || []) {
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for (const operand of tool.inputs || []) if (operand?.fact_id) inputs.add(operand.fact_id);
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}
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const referenced = new Set();
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const walk = (node) => {
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if (typeof node.fact_id === "string") referenced.add(node.fact_id);
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}
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};
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walk({ e: method?.eligibility, v: method?.hard_vetoes, s: method?.scoring });
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return {
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required: [...inputs],
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optional: [...referenced].filter((factId) => !inputs.has(factId)),
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};
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}
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/** Apply the authored tools and fact contract to one build-spec seat. */
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export function overlayAuthoredSeat(seat) {
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const method = authoredMethods[seat.persona_id];
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if (!method?.tools?.length) return seat;
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const planned = seat.planned_dedicated_tools;
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throw new Error(
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`${seat.persona_id}: authored ${method.tools.length} tools but the spec plans ${planned.length};`
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+ " a seat may add a step, not silently drop one",
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);
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}
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const { required, optional } = authoredFactUse(method);
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return {
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...seat,
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// A union with the planned list, not a replacement. The runtime required set is derived
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// from tool inputs anyway; this field is the seat's declaration of everything its policy
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// may read, and a condition reading a fact the seat never declared is rejected. Keeping
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// the planned entries also preserves the spec's own minimum, which a method expressible
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// in three facts would otherwise fall below.
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required_fact_types: [...new Set([...required, ...optional, ...seat.required_fact_types])],
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// Extra authored tools extend the plan rather than being refused: a method that needs a
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// third step to state itself should declare one, and the downstream counts are derived
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// from this list rather than from seats-times-two precisely so it can.
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planned_dedicated_tools: method.tools.map((tool, index) => ({
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...(planned[index] || planned[planned.length - 1]),
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tool_id: tool.tool_id,
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purpose: tool.purpose || planned[index]?.purpose || `Authored step ${index + 1}.`,
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output_fact_types: [tool.output_id],
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})),
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};
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}
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