tradeblocks-mcp 3.0.2 → 3.0.3

package/dist/trade-processor-EYA3I3XB.js

@@ -0,0 +1,9 @@
+import {
+  TradeProcessor
+} from "./chunk-AP7IHUUR.js";
+import "./chunk-6S37CXUA.js";
+import "./chunk-5WRI5ZAA.js";
+export {
+  TradeProcessor
+};
+//# sourceMappingURL=trade-processor-EYA3I3XB.js.map

package/dist/{trades-store-LOL3FQSF.js → trades-store-R3NL25T2.js}

@@ -12,7 +12,7 @@ import {
   getTradesPage,
   searchTrades,
   updateTradesForBlock
-} from "./chunk-LDKTV7GW.js";
+} from "./chunk-27S67XW3.js";
 import "./chunk-5WRI5ZAA.js";
 export {
   addTrades,
@@ -29,4 +29,4 @@ export {
   searchTrades,
   updateTradesForBlock
 };
-//# sourceMappingURL=trades-store-LOL3FQSF.js.map
+//# sourceMappingURL=trades-store-R3NL25T2.js.map

package/manifest.json

@@ -21,9 +21,7 @@
     "entry_point": "server/index.js",
     "mcp_config": {
       "command": "node",
-      "args": [
-        "${__dirname}/server/index.js"
-      ],
+      "args": ["${__dirname}/server/index.js"],
       "env": {
         "BLOCKS_DIRECTORY": "${user_config.blocks_directory}"
       }
@@ -96,9 +94,7 @@
     {
       "name": "analyze_strategy",
       "description": "Comprehensive strategy analysis workflow",
-      "arguments": [
-        "block_id"
-      ],
+      "arguments": ["block_id"],
       "text": "Analyze the strategy '${arguments.block_id}' comprehensively:\n\n1. First get basic statistics with `get_statistics`\n2. Run walk-forward analysis with `run_walk_forward` to check for overfitting\n3. Run Monte Carlo simulation with `run_monte_carlo` for risk assessment\n4. Calculate position sizing with `calculate_position_sizing`\n5. Check tail risk with `get_tail_risk`\n\nProvide insights on:\n- Is this strategy robust or potentially overfit?\n- What position size is appropriate given the risk?\n- What are the worst-case scenarios?\n- Any red flags or concerns?"
     },
     {
@@ -128,11 +124,7 @@
   },
   "compatibility": {
     "claude_desktop": ">=0.10.0",
-    "platforms": [
-      "darwin",
-      "win32",
-      "linux"
-    ],
+    "platforms": ["darwin", "win32", "linux"],
     "runtimes": {
       "node": ">=18.0.0"
     }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "tradeblocks-mcp",
-  "version": "3.0.2",
+  "version": "3.0.3",
   "description": "MCP server for options trade analysis",
   "author": "David Romeo <davidmromeo@gmail.com>",
   "type": "module",

package/server/{chunk-NZO6PT64.js → chunk-4P7D7YZP.js}

@@ -3,7 +3,7 @@ import {
   REPORTING_TRADE_COLUMN_ALIASES,
   convertTatRowToReportingTrade,
   isTatFormat
-} from "./chunk-72GKJE2U.js";
+} from "./chunk-BOPHW5M6.js";
 
 // src/sync/index.ts
 import { existsSync as existsSync2 } from "fs";
@@ -248,9 +248,21 @@ var DATASETS_V3 = {
   spot: { subdir: "spot", partitionKeys: ["ticker", "date"], filename: "data.parquet" },
   enriched: { subdir: "enriched", partitionKeys: ["ticker"], filename: "data.parquet" },
   enriched_context: { subdir: "enriched/context", partitionKeys: [], filename: "data.parquet" },
-  option_chain: { subdir: "option_chain", partitionKeys: ["underlying", "date"], filename: "data.parquet" },
-  option_quote_minutes: { subdir: "option_quote_minutes", partitionKeys: ["underlying", "date"], filename: "data.parquet" },
-  option_oi_daily: { subdir: "option_oi_daily", partitionKeys: ["underlying", "date"], filename: "data.parquet" }
+  option_chain: {
+    subdir: "option_chain",
+    partitionKeys: ["underlying", "date"],
+    filename: "data.parquet"
+  },
+  option_quote_minutes: {
+    subdir: "option_quote_minutes",
+    partitionKeys: ["underlying", "date"],
+    filename: "data.parquet"
+  },
+  option_oi_daily: {
+    subdir: "option_oi_daily",
+    partitionKeys: ["underlying", "date"],
+    filename: "data.parquet"
+  }
 };
 async function writeSpotPartition(conn, args) {
   const def = DATASETS_V3.spot;
@@ -341,9 +353,7 @@ async function writeParquetPartition(conn, opts) {
   const filename = isLegacy ? "data.parquet" : opts.filename ?? "data.parquet";
   for (const [k, v] of Object.entries(partitions)) {
     if (!PARTITION_KEY_RE.test(k)) {
-      throw new Error(
-        `writeParquetPartition: unsafe partition key: ${JSON.stringify(k)}`
-      );
+      throw new Error(`writeParquetPartition: unsafe partition key: ${JSON.stringify(k)}`);
     }
     if (!PARTITION_VALUE_RE.test(v)) {
       throw new Error(
@@ -351,9 +361,7 @@ async function writeParquetPartition(conn, opts) {
       );
     }
   }
-  const partitionSegments = Object.entries(partitions).map(
-    ([k, v]) => `${k}=${v}`
-  );
+  const partitionSegments = Object.entries(partitions).map(([k, v]) => `${k}=${v}`);
   const targetPath = path2.join(opts.baseDir, ...partitionSegments, filename);
   return writeParquetAtomic(conn, {
     targetPath,
@@ -581,9 +589,7 @@ async function loadEnrichmentWatermarks(dataDir) {
   if (raw === null) return { version: 1, watermarks: {} };
   const parsed = EnrichmentWatermarksSchema.safeParse(raw);
   if (!parsed.success) {
-    throw new Error(
-      `enrichment-watermarks.json is malformed: ${parsed.error.message}`
-    );
+    throw new Error(`enrichment-watermarks.json is malformed: ${parsed.error.message}`);
   }
   return parsed.data;
 }
@@ -624,13 +630,27 @@ async function ensureProfilesSchema(conn) {
   await conn.run(`
     ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS position_sizing JSON
   `);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS underlying VARCHAR`);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS re_entry BOOLEAN`);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS cap_profits BOOLEAN`);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS cap_losses BOOLEAN`);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS require_two_prices_pt BOOLEAN`);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS close_on_completion BOOLEAN`);
-  await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS ignore_margin_req BOOLEAN`);
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS underlying VARCHAR`
+  );
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS re_entry BOOLEAN`
+  );
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS cap_profits BOOLEAN`
+  );
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS cap_losses BOOLEAN`
+  );
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS require_two_prices_pt BOOLEAN`
+  );
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS close_on_completion BOOLEAN`
+  );
+  await conn.run(
+    `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS ignore_margin_req BOOLEAN`
+  );
   const strategyCols = [
     { name: "slippage_entry", type: "DOUBLE" },
     { name: "slippage_exit", type: "DOUBLE" },
@@ -644,7 +664,9 @@ async function ensureProfilesSchema(conn) {
     { name: "default_to_date", type: "VARCHAR" }
   ];
   for (const col of strategyCols) {
-    await conn.run(`ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS ${col.name} ${col.type}`);
+    await conn.run(
+      `ALTER TABLE profiles.strategy_profiles ADD COLUMN IF NOT EXISTS ${col.name} ${col.type}`
+    );
   }
   await migrateExpectedRegimes(conn);
 }
@@ -1014,7 +1036,11 @@ async function createMarketParquetViews(conn, dataDir) {
   const viewsCreated = [];
   const tablesKept = [];
   const hiveViews = [
-    { name: "option_chain", subdir: resolveCanonicalMarketPartitionDir(dataDir, "option_chain"), partitionKey: "underlying" }
+    {
+      name: "option_chain",
+      subdir: resolveCanonicalMarketPartitionDir(dataDir, "option_chain"),
+      partitionKey: "underlying"
+    }
   ];
   for (const { name, subdir, partitionKey } of hiveViews) {
     const dirPath = subdir;
@@ -1282,12 +1308,7 @@ async function migrateProfiles(conn, blocksDir) {
       createdAt: createdAt.toISOString(),
       updatedAt: updatedAt.toISOString()
     };
-    const filePath = path6.join(
-      blocksDir,
-      blockId,
-      "profiles",
-      toFileSlug(strategyName) + ".json"
-    );
+    const filePath = path6.join(blocksDir, blockId, "profiles", toFileSlug(strategyName) + ".json");
     await writeJsonFile(filePath, profileJson);
   }
   return rows.length;
@@ -1346,7 +1367,9 @@ async function migrateMarketImportMetadata(conn, dataDir) {
   return rows.length;
 }
 async function migrateFlatImportLog(conn, dataDir) {
-  const existingFile = await readJsonFile(path6.join(dataDir, "market-meta", "flat-import-log.json"));
+  const existingFile = await readJsonFile(
+    path6.join(dataDir, "market-meta", "flat-import-log.json")
+  );
   if (existingFile !== null) return 0;
   let rows;
   try {
@@ -1585,10 +1608,13 @@ async function openReadWriteConnection(dbPath, threads, memoryLimit) {
   await createMarketParquetViews(connection, dataRoot);
   await ensureMarketDataTables(connection);
   try {
-    const blocksDir = (await import("./sync-QFI5L7S7.js")).getBlocksDir(dataRoot);
+    const blocksDir = (await import("./sync-V25UQJA3.js")).getBlocksDir(dataRoot);
     await migrateMetadataToJson(connection, dataRoot, blocksDir);
   } catch (err) {
-    console.warn("[json-migration] Migration failed (non-fatal):", err instanceof Error ? err.message : err);
+    console.warn(
+      "[json-migration] Migration failed (non-fatal):",
+      err instanceof Error ? err.message : err
+    );
   }
   connectionMode = "read_write";
   return connection;
@@ -1643,7 +1669,11 @@ async function getConnection(dataDir) {
   } catch (error) {
     const errorMessage = error instanceof Error ? error.message : String(error);
     if (isLockError(errorMessage)) {
-      const recovered = await tryRecoverLockByTerminatingStaleProcess(errorMessage, dbPath, forceRecovery);
+      const recovered = await tryRecoverLockByTerminatingStaleProcess(
+        errorMessage,
+        dbPath,
+        forceRecovery
+      );
       if (recovered) {
         for (let attempt = 0; attempt < 3; attempt++) {
           await new Promise((r) => setTimeout(r, 500 * (attempt + 1)));
@@ -1813,18 +1843,13 @@ async function deleteSyncMetadata(conn, blockId, blocksDir) {
     await deleteSyncMetadataJson(blockId, blocksDir);
     return;
   }
-  await conn.run(
-    `DELETE FROM trades._sync_metadata WHERE block_id = $1`,
-    [blockId]
-  );
+  await conn.run(`DELETE FROM trades._sync_metadata WHERE block_id = $1`, [blockId]);
 }
 async function getAllSyncedBlockIds(conn, blocksDir) {
   if (isParquetMode() && blocksDir) {
     return getAllSyncedBlockIdsJson(blocksDir);
   }
-  const reader = await conn.runAndReadAll(
-    `SELECT block_id FROM trades._sync_metadata`
-  );
+  const reader = await conn.runAndReadAll(`SELECT block_id FROM trades._sync_metadata`);
   const rows = reader.getRows();
   return rows.map((row) => row[0]);
 }
@@ -1961,12 +1986,8 @@ async function detectCsvType(filePath) {
     const reportingAliases = Object.keys(REPORTING_TRADE_COLUMN_ALIASES).map(
       (k) => k.toLowerCase()
     );
-    const hasReportingColumns = reportingAliases.some(
-      (alias) => headers.includes(alias)
-    );
-    const hasActualPl = headers.some(
-      (h) => h.includes("actual") && h.includes("p")
-    );
+    const hasReportingColumns = reportingAliases.some((alias) => headers.includes(alias));
+    const hasActualPl = headers.some((h) => h.includes("actual") && h.includes("p"));
     const hasReportedStyle = headers.includes("trade id") || headers.some((h) => h.includes("reported"));
     if (hasActualPl || hasReportingColumns || hasReportedStyle) {
       if (!hasPl || hasActualPl) {
@@ -2228,9 +2249,7 @@ async function loadDailyLogs(blockPath, blockId, filename = "dailylog.csv") {
         entries.push(entry);
       }
     }
-    entries.sort(
-      (a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
-    );
+    entries.sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime());
     return entries.length > 0 ? entries : void 0;
   } catch {
     return void 0;
@@ -2439,14 +2458,12 @@ async function listBlocks(baseDir) {
 }
 function normalizeRecordHeaders(raw) {
   const normalized = { ...raw };
-  Object.entries(REPORTING_TRADE_COLUMN_ALIASES).forEach(
-    ([alias, canonical]) => {
-      if (normalized[alias] !== void 0) {
-        normalized[canonical] = normalized[alias];
-        delete normalized[alias];
-      }
+  Object.entries(REPORTING_TRADE_COLUMN_ALIASES).forEach(([alias, canonical]) => {
+    if (normalized[alias] !== void 0) {
+      normalized[canonical] = normalized[alias];
+      delete normalized[alias];
     }
-  );
+  });
   return normalized;
 }
 function convertToReportingTrade(raw) {
@@ -2499,9 +2516,7 @@ async function loadReportingLog(baseDir, blockId) {
       trades.push(trade);
     }
   }
-  trades.sort(
-    (a, b) => new Date(a.dateOpened).getTime() - new Date(b.dateOpened).getTime()
-  );
+  trades.sort((a, b) => new Date(a.dateOpened).getTime() - new Date(b.dateOpened).getTime());
   return trades;
 }
 function toKebabCase(str) {
@@ -2541,9 +2556,7 @@ function validateCsvColumns(records, csvType) {
       }
       const dateOpenedAliases = ["Date Opened", "date_opened"];
       const plAliases = ["P/L", "pl"];
-      const hasDateOpened = dateOpenedAliases.some(
-        (col) => headers.includes(col)
-      );
+      const hasDateOpened = dateOpenedAliases.some((col) => headers.includes(col));
       const hasPl = plAliases.some((col) => headers.includes(col));
       const missing = [];
       if (!hasDateOpened) missing.push("Date Opened");
@@ -2583,9 +2596,7 @@ async function importCsv(baseDir, options) {
   const name = blockName;
   const blockId = toKebabCase(name);
   if (!blockId) {
-    throw new Error(
-      "Could not derive a valid block ID from the filename or provided name"
-    );
+    throw new Error("Could not derive a valid block ID from the filename or provided name");
   }
   const blockPath = path9.join(blocksDir, blockId);
   try {
@@ -2744,10 +2755,7 @@ async function insertTradeBatch(conn, blockId, records, startIdx, batchSize) {
   for (let rowIdx = 0; rowIdx < batch.length; rowIdx++) {
     const record = batch[rowIdx];
     const baseParam = rowIdx * columnsPerRow + 1;
-    const rowPlaceholders = Array.from(
-      { length: columnsPerRow },
-      (_, i) => `$${baseParam + i}`
-    );
+    const rowPlaceholders = Array.from({ length: columnsPerRow }, (_, i) => `$${baseParam + i}`);
     placeholders.push(`(${rowPlaceholders.join(", ")})`);
     const premium = parseFloat(record["Premium"]);
     const numContracts = parseInt(record["No. of Contracts"], 10);
@@ -2815,10 +2823,7 @@ async function insertReportingBatch(conn, blockId, trades, tickers, startIdx, ba
   for (let rowIdx = 0; rowIdx < batch.length; rowIdx++) {
     const trade = batch[rowIdx];
     const baseParam = rowIdx * columnsPerRow + 1;
-    const rowPlaceholders = Array.from(
-      { length: columnsPerRow },
-      (_, i) => `$${baseParam + i}`
-    );
+    const rowPlaceholders = Array.from({ length: columnsPerRow }, (_, i) => `$${baseParam + i}`);
     placeholders.push(`(${rowPlaceholders.join(", ")})`);
     params.push(
       blockId,
@@ -2860,14 +2865,8 @@ async function syncBlockInternal(conn, blockId, blockPath) {
       if (existingMetadata) {
         await conn.run("BEGIN TRANSACTION");
         try {
-          await conn.run(
-            "DELETE FROM trades.trade_data WHERE block_id = $1",
-            [blockId]
-          );
-          await conn.run(
-            "DELETE FROM trades.reporting_data WHERE block_id = $1",
-            [blockId]
-          );
+          await conn.run("DELETE FROM trades.trade_data WHERE block_id = $1", [blockId]);
+          await conn.run("DELETE FROM trades.reporting_data WHERE block_id = $1", [blockId]);
           await deleteSyncMetadata(conn, blockId, blocksDir);
           await conn.run("COMMIT");
           return { blockId, status: "deleted" };
@@ -2902,10 +2901,7 @@ async function syncBlockInternal(conn, blockId, blockPath) {
     }
     await conn.run("BEGIN TRANSACTION");
     try {
-      await conn.run(
-        "DELETE FROM trades.trade_data WHERE block_id = $1",
-        [blockId]
-      );
+      await conn.run("DELETE FROM trades.trade_data WHERE block_id = $1", [blockId]);
       const csvContent = await fs8.readFile(tradelogPath, "utf-8");
       const records = parseCSV2(csvContent);
       const batchSize = 500;
@@ -2917,24 +2913,21 @@ async function syncBlockInternal(conn, blockId, blockPath) {
       let reportinglogHash = null;
       if (optionalLogs.dailylog) {
         try {
-          dailylogHash = versionedHash(await hashFileContent(
-            path10.join(blockPath, optionalLogs.dailylog)
-          ));
+          dailylogHash = versionedHash(
+            await hashFileContent(path10.join(blockPath, optionalLogs.dailylog))
+          );
         } catch {
         }
       }
       if (optionalLogs.reportinglog) {
         try {
-          reportinglogHash = versionedHash(await hashFileContent(
-            path10.join(blockPath, optionalLogs.reportinglog)
-          ));
+          reportinglogHash = versionedHash(
+            await hashFileContent(path10.join(blockPath, optionalLogs.reportinglog))
+          );
         } catch {
         }
       }
-      await conn.run(
-        "DELETE FROM trades.reporting_data WHERE block_id = $1",
-        [blockId]
-      );
+      await conn.run("DELETE FROM trades.reporting_data WHERE block_id = $1", [blockId]);
       if (optionalLogs.reportinglog && reportinglogHash) {
         const reportingPath = path10.join(blockPath, optionalLogs.reportinglog);
         const reportingContent = await fs8.readFile(reportingPath, "utf-8");
@@ -2949,7 +2942,14 @@ async function syncBlockInternal(conn, blockId, blockPath) {
           }
         }
         for (let i = 0; i < reportingTrades.length; i += batchSize) {
-          await insertReportingBatch(conn, blockId, reportingTrades, reportingTickers, i, batchSize);
+          await insertReportingBatch(
+            conn,
+            blockId,
+            reportingTrades,
+            reportingTickers,
+            i,
+            batchSize
+          );
         }
       }
       const newMetadata = {
@@ -2972,14 +2972,8 @@ async function syncBlockInternal(conn, blockId, blockPath) {
       if (existingMetadata) {
         try {
           await conn.run("BEGIN TRANSACTION");
-          await conn.run(
-            "DELETE FROM trades.trade_data WHERE block_id = $1",
-            [blockId]
-          );
-          await conn.run(
-            "DELETE FROM trades.reporting_data WHERE block_id = $1",
-            [blockId]
-          );
+          await conn.run("DELETE FROM trades.trade_data WHERE block_id = $1", [blockId]);
+          await conn.run("DELETE FROM trades.reporting_data WHERE block_id = $1", [blockId]);
           await deleteSyncMetadata(conn, blockId, blocksDir);
           await conn.run("COMMIT");
         } catch {
@@ -3009,7 +3003,8 @@ async function detectBlockChanges(conn, baseDir) {
   for (const entry of entries) {
     if (!entry.isDirectory()) continue;
     if (entry.name.startsWith(".") || entry.name.startsWith("_")) continue;
-    if (entry.name.endsWith(".tmp") || entry.name.endsWith(".duckdb") || entry.name.endsWith(".duckdb.tmp")) continue;
+    if (entry.name.endsWith(".tmp") || entry.name.endsWith(".duckdb") || entry.name.endsWith(".duckdb.tmp"))
+      continue;
     const blockId = entry.name;
     folderNames.add(blockId);
     const blockPath = path10.join(baseDir, blockId);
@@ -3058,14 +3053,8 @@ async function cleanupDeletedBlocks(conn, deletedBlockIds, blocksDir) {
   for (const blockId of deletedBlockIds) {
     await conn.run("BEGIN TRANSACTION");
     try {
-      await conn.run(
-        "DELETE FROM trades.trade_data WHERE block_id = $1",
-        [blockId]
-      );
-      await conn.run(
-        "DELETE FROM trades.reporting_data WHERE block_id = $1",
-        [blockId]
-      );
+      await conn.run("DELETE FROM trades.trade_data WHERE block_id = $1", [blockId]);
+      await conn.run("DELETE FROM trades.reporting_data WHERE block_id = $1", [blockId]);
       await deleteSyncMetadata(conn, blockId, blocksDir);
       await conn.run("COMMIT");
     } catch (err) {
@@ -3183,4 +3172,4 @@ export {
   loadReportingLog,
   importCsv
 };
-//# sourceMappingURL=chunk-NZO6PT64.js.map
+//# sourceMappingURL=chunk-4P7D7YZP.js.map