alloc-context 0.1.0__py3-none-any.whl
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.
- alloc_context-0.1.0.dist-info/METADATA +154 -0
- alloc_context-0.1.0.dist-info/RECORD +85 -0
- alloc_context-0.1.0.dist-info/WHEEL +5 -0
- alloc_context-0.1.0.dist-info/entry_points.txt +4 -0
- alloc_context-0.1.0.dist-info/licenses/LICENSE +21 -0
- alloc_context-0.1.0.dist-info/top_level.txt +1 -0
- alloccontext/__init__.py +3 -0
- alloccontext/__main__.py +149 -0
- alloccontext/config.py +415 -0
- alloccontext/horizon.py +30 -0
- alloccontext/ingest/__init__.py +1 -0
- alloccontext/ingest/cf_benchmarks.py +38 -0
- alloccontext/ingest/cf_history.py +65 -0
- alloccontext/ingest/coinbase_client.py +234 -0
- alloccontext/ingest/coinbase_portfolio.py +53 -0
- alloccontext/ingest/coingecko.py +148 -0
- alloccontext/ingest/coinmarketcap.py +135 -0
- alloccontext/ingest/env_keys.py +12 -0
- alloccontext/ingest/etf_flows.py +282 -0
- alloccontext/ingest/exchange/__init__.py +4 -0
- alloccontext/ingest/exchange/coinbase_adapter.py +64 -0
- alloccontext/ingest/exchange/kraken_adapter.py +66 -0
- alloccontext/ingest/exchange/live.py +95 -0
- alloccontext/ingest/exchange/portfolio.py +8 -0
- alloccontext/ingest/exchange/registry.py +27 -0
- alloccontext/ingest/exchange/types.py +5 -0
- alloccontext/ingest/exchange_http.py +28 -0
- alloccontext/ingest/fear_greed.py +89 -0
- alloccontext/ingest/fred.py +138 -0
- alloccontext/ingest/http_errors.py +29 -0
- alloccontext/ingest/kalshi.py +84 -0
- alloccontext/ingest/kalshi_api.py +199 -0
- alloccontext/ingest/kalshi_client.py +95 -0
- alloccontext/ingest/kalshi_files.py +44 -0
- alloccontext/ingest/kalshi_state.py +67 -0
- alloccontext/ingest/kraken_client.py +177 -0
- alloccontext/ingest/kraken_portfolio.py +161 -0
- alloccontext/ingest/macro_calendar.py +310 -0
- alloccontext/ingest/macro_normalize.py +98 -0
- alloccontext/ingest/market_snapshots.py +113 -0
- alloccontext/ingest/outcome.py +110 -0
- alloccontext/ingest/parse_helpers.py +23 -0
- alloccontext/ingest/runner.py +148 -0
- alloccontext/mcp/__init__.py +1 -0
- alloccontext/mcp/assets.py +153 -0
- alloccontext/mcp/bazaar.py +630 -0
- alloccontext/mcp/contracts.py +286 -0
- alloccontext/mcp/handlers.py +487 -0
- alloccontext/mcp/http.py +250 -0
- alloccontext/mcp/payment_middleware.py +211 -0
- alloccontext/mcp/server.py +319 -0
- alloccontext/mcp/staleness.py +30 -0
- alloccontext/mcp/validation.py +56 -0
- alloccontext/mcp/x402_bazaar_dynamic.py +104 -0
- alloccontext/mcp/x402_config.py +131 -0
- alloccontext/mcp/x402_pricing.py +55 -0
- alloccontext/mcp/x402_stables.py +179 -0
- alloccontext/rollup/__init__.py +1 -0
- alloccontext/rollup/band.py +50 -0
- alloccontext/rollup/breadth.py +45 -0
- alloccontext/rollup/cf_math.py +103 -0
- alloccontext/rollup/cluster.py +149 -0
- alloccontext/rollup/cluster_config.py +86 -0
- alloccontext/rollup/comparison.py +67 -0
- alloccontext/rollup/context.py +118 -0
- alloccontext/rollup/delta.py +109 -0
- alloccontext/rollup/etf.py +113 -0
- alloccontext/rollup/fear_greed.py +61 -0
- alloccontext/rollup/macro.py +185 -0
- alloccontext/rollup/portfolio.py +137 -0
- alloccontext/rollup/rebalance.py +125 -0
- alloccontext/rollup/regime.py +188 -0
- alloccontext/rollup/sentiment.py +118 -0
- alloccontext/rollup/snapshots.py +64 -0
- alloccontext/rollup/tape.py +176 -0
- alloccontext/status_report.py +321 -0
- alloccontext/store/__init__.py +0 -0
- alloccontext/store/db.py +216 -0
- alloccontext/store/jsonutil.py +10 -0
- alloccontext/store/meta.py +20 -0
- alloccontext/store/retention.py +63 -0
- alloccontext/store/status.py +89 -0
- alloccontext/timeutil.py +11 -0
- alloccontext/x402_production_check.py +193 -0
- alloccontext/x402_smoke_redact.py +41 -0
|
@@ -0,0 +1,286 @@
|
|
|
1
|
+
"""Stable required-key contracts for MCP tool JSON responses."""
|
|
2
|
+
|
|
3
|
+
from __future__ import annotations
|
|
4
|
+
|
|
5
|
+
from typing import Any
|
|
6
|
+
|
|
7
|
+
from alloccontext.mcp.bazaar import mcp_tool_specs
|
|
8
|
+
|
|
9
|
+
STALENESS_KEYS = ("as_of", "age_seconds")
|
|
10
|
+
|
|
11
|
+
PORTFOLIO_AVAILABLE_KEYS = (
|
|
12
|
+
"available",
|
|
13
|
+
"nav_usd",
|
|
14
|
+
"cash_usd",
|
|
15
|
+
"allocation_pct",
|
|
16
|
+
"target_allocation_pct",
|
|
17
|
+
"drift",
|
|
18
|
+
"rebalance_hint",
|
|
19
|
+
"outside_band",
|
|
20
|
+
"max_drift",
|
|
21
|
+
"band",
|
|
22
|
+
)
|
|
23
|
+
|
|
24
|
+
REGIME_AVAILABLE_KEYS = (
|
|
25
|
+
"available",
|
|
26
|
+
"summary",
|
|
27
|
+
"hints",
|
|
28
|
+
"allocation",
|
|
29
|
+
)
|
|
30
|
+
|
|
31
|
+
MCP_TOOL_NAMES = frozenset(spec["tool_name"] for spec in mcp_tool_specs())
|
|
32
|
+
|
|
33
|
+
|
|
34
|
+
def _missing_keys(payload: dict[str, Any], required: tuple[str, ...]) -> list[str]:
|
|
35
|
+
return [key for key in required if key not in payload]
|
|
36
|
+
|
|
37
|
+
|
|
38
|
+
def assert_has_keys(
|
|
39
|
+
payload: dict[str, Any],
|
|
40
|
+
required: tuple[str, ...],
|
|
41
|
+
*,
|
|
42
|
+
label: str,
|
|
43
|
+
) -> None:
|
|
44
|
+
missing = _missing_keys(payload, required)
|
|
45
|
+
if missing:
|
|
46
|
+
joined = ", ".join(missing)
|
|
47
|
+
raise ValueError(f"{label} missing keys: {joined}")
|
|
48
|
+
|
|
49
|
+
|
|
50
|
+
def assert_available_block(
|
|
51
|
+
block: dict[str, Any],
|
|
52
|
+
*,
|
|
53
|
+
label: str,
|
|
54
|
+
when_available: tuple[str, ...] = (),
|
|
55
|
+
when_unavailable: tuple[str, ...] = ("available",),
|
|
56
|
+
) -> None:
|
|
57
|
+
assert_has_keys(block, ("available",), label=label)
|
|
58
|
+
if block.get("available"):
|
|
59
|
+
if when_available:
|
|
60
|
+
assert_has_keys(block, when_available, label=f"{label} (available)")
|
|
61
|
+
else:
|
|
62
|
+
assert_has_keys(block, when_unavailable, label=f"{label} (unavailable)")
|
|
63
|
+
|
|
64
|
+
|
|
65
|
+
LIVE_INGEST_UNAVAILABLE_KEYS = (
|
|
66
|
+
"available",
|
|
67
|
+
"reason",
|
|
68
|
+
"fatal_errors",
|
|
69
|
+
"ingest",
|
|
70
|
+
"freshness",
|
|
71
|
+
*STALENESS_KEYS,
|
|
72
|
+
)
|
|
73
|
+
|
|
74
|
+
|
|
75
|
+
def validate_context_bundle(payload: dict[str, Any]) -> None:
|
|
76
|
+
if payload.get("available") is False:
|
|
77
|
+
assert_has_keys(
|
|
78
|
+
payload,
|
|
79
|
+
LIVE_INGEST_UNAVAILABLE_KEYS,
|
|
80
|
+
label="get_context_bundle",
|
|
81
|
+
)
|
|
82
|
+
return
|
|
83
|
+
assert_has_keys(
|
|
84
|
+
payload,
|
|
85
|
+
(
|
|
86
|
+
"bundle_id",
|
|
87
|
+
"scope",
|
|
88
|
+
"as_of",
|
|
89
|
+
"horizon_days",
|
|
90
|
+
"portfolio",
|
|
91
|
+
"market",
|
|
92
|
+
"sentiment",
|
|
93
|
+
"macro",
|
|
94
|
+
"delta",
|
|
95
|
+
"regime",
|
|
96
|
+
"freshness",
|
|
97
|
+
*STALENESS_KEYS,
|
|
98
|
+
),
|
|
99
|
+
label="get_context_bundle",
|
|
100
|
+
)
|
|
101
|
+
assert_available_block(
|
|
102
|
+
payload["portfolio"],
|
|
103
|
+
label="portfolio",
|
|
104
|
+
when_available=PORTFOLIO_AVAILABLE_KEYS,
|
|
105
|
+
)
|
|
106
|
+
assert_available_block(
|
|
107
|
+
payload["regime"],
|
|
108
|
+
label="regime",
|
|
109
|
+
when_available=REGIME_AVAILABLE_KEYS,
|
|
110
|
+
)
|
|
111
|
+
|
|
112
|
+
|
|
113
|
+
def validate_market_context(payload: dict[str, Any]) -> None:
|
|
114
|
+
if payload.get("available") is False:
|
|
115
|
+
assert_has_keys(
|
|
116
|
+
payload,
|
|
117
|
+
LIVE_INGEST_UNAVAILABLE_KEYS,
|
|
118
|
+
label="get_market_context",
|
|
119
|
+
)
|
|
120
|
+
return
|
|
121
|
+
assert_has_keys(
|
|
122
|
+
payload,
|
|
123
|
+
(
|
|
124
|
+
"scope",
|
|
125
|
+
"freshness",
|
|
126
|
+
"market",
|
|
127
|
+
"sentiment",
|
|
128
|
+
"macro",
|
|
129
|
+
"etf",
|
|
130
|
+
"breadth",
|
|
131
|
+
*STALENESS_KEYS,
|
|
132
|
+
),
|
|
133
|
+
label="get_market_context",
|
|
134
|
+
)
|
|
135
|
+
for name in ("market", "sentiment", "macro", "etf", "breadth"):
|
|
136
|
+
assert_available_block(payload[name], label=name)
|
|
137
|
+
|
|
138
|
+
|
|
139
|
+
def validate_rebalance_plan(payload: dict[str, Any]) -> None:
|
|
140
|
+
assert_has_keys(payload, (*STALENESS_KEYS,), label="get_rebalance_plan")
|
|
141
|
+
if payload.get("available") is False:
|
|
142
|
+
assert_has_keys(payload, ("available", "reason"), label="get_rebalance_plan")
|
|
143
|
+
return
|
|
144
|
+
assert_has_keys(
|
|
145
|
+
payload,
|
|
146
|
+
(
|
|
147
|
+
"available",
|
|
148
|
+
"exchange",
|
|
149
|
+
"nav_usd",
|
|
150
|
+
"allocation_pct",
|
|
151
|
+
"target_pct",
|
|
152
|
+
"moves",
|
|
153
|
+
"delta_usd",
|
|
154
|
+
*STALENESS_KEYS,
|
|
155
|
+
),
|
|
156
|
+
label="get_rebalance_plan",
|
|
157
|
+
)
|
|
158
|
+
|
|
159
|
+
|
|
160
|
+
def validate_check_allocation_band(payload: dict[str, Any]) -> None:
|
|
161
|
+
assert_has_keys(
|
|
162
|
+
payload,
|
|
163
|
+
("outside_band", "hint", "max_drift", "drift", *STALENESS_KEYS),
|
|
164
|
+
label="check_allocation_band",
|
|
165
|
+
)
|
|
166
|
+
|
|
167
|
+
|
|
168
|
+
def validate_check_allocation_bands(payload: dict[str, Any]) -> None:
|
|
169
|
+
assert_has_keys(
|
|
170
|
+
payload,
|
|
171
|
+
("allocation_pct", "scenarios", *STALENESS_KEYS),
|
|
172
|
+
label="check_allocation_bands",
|
|
173
|
+
)
|
|
174
|
+
for index, scenario in enumerate(payload["scenarios"]):
|
|
175
|
+
assert_has_keys(
|
|
176
|
+
scenario,
|
|
177
|
+
("name", "target_pct", "band", "outside_band", "hint"),
|
|
178
|
+
label=f"check_allocation_bands.scenarios[{index}]",
|
|
179
|
+
)
|
|
180
|
+
|
|
181
|
+
|
|
182
|
+
CONTEXT_AT_FOUND_KEYS = (
|
|
183
|
+
"bundle_id",
|
|
184
|
+
"scope",
|
|
185
|
+
"as_of",
|
|
186
|
+
"horizon_days",
|
|
187
|
+
"portfolio",
|
|
188
|
+
"market",
|
|
189
|
+
"sentiment",
|
|
190
|
+
"macro",
|
|
191
|
+
"delta",
|
|
192
|
+
"regime",
|
|
193
|
+
"snapshot_as_of",
|
|
194
|
+
"requested_as_of",
|
|
195
|
+
"match",
|
|
196
|
+
)
|
|
197
|
+
|
|
198
|
+
|
|
199
|
+
def validate_context_at(payload: dict[str, Any]) -> None:
|
|
200
|
+
if payload.get("available") is False:
|
|
201
|
+
assert_has_keys(
|
|
202
|
+
payload,
|
|
203
|
+
("available", "reason", "scope", "requested_as_of", "match"),
|
|
204
|
+
label="get_context_at",
|
|
205
|
+
)
|
|
206
|
+
return
|
|
207
|
+
assert_has_keys(payload, CONTEXT_AT_FOUND_KEYS, label="get_context_at")
|
|
208
|
+
assert_available_block(
|
|
209
|
+
payload["portfolio"],
|
|
210
|
+
label="portfolio",
|
|
211
|
+
when_available=PORTFOLIO_AVAILABLE_KEYS,
|
|
212
|
+
)
|
|
213
|
+
assert_available_block(
|
|
214
|
+
payload["regime"],
|
|
215
|
+
label="regime",
|
|
216
|
+
when_available=REGIME_AVAILABLE_KEYS,
|
|
217
|
+
)
|
|
218
|
+
|
|
219
|
+
|
|
220
|
+
def validate_context_delta(payload: dict[str, Any]) -> None:
|
|
221
|
+
if payload.get("available") is False:
|
|
222
|
+
assert_has_keys(
|
|
223
|
+
payload,
|
|
224
|
+
("available", "reason", "scope", "prior_as_of"),
|
|
225
|
+
label="get_context_delta",
|
|
226
|
+
)
|
|
227
|
+
return
|
|
228
|
+
assert_has_keys(
|
|
229
|
+
payload,
|
|
230
|
+
(
|
|
231
|
+
"scope",
|
|
232
|
+
"prior_as_of",
|
|
233
|
+
"current_as_of",
|
|
234
|
+
"notable_shifts",
|
|
235
|
+
"prior_snapshot_as_of",
|
|
236
|
+
"current_snapshot_as_of",
|
|
237
|
+
),
|
|
238
|
+
label="get_context_delta",
|
|
239
|
+
)
|
|
240
|
+
|
|
241
|
+
|
|
242
|
+
def validate_portfolio_state(payload: dict[str, Any]) -> None:
|
|
243
|
+
assert_has_keys(payload, (*STALENESS_KEYS,), label="get_portfolio_state")
|
|
244
|
+
if not payload.get("available"):
|
|
245
|
+
assert_has_keys(
|
|
246
|
+
payload,
|
|
247
|
+
("available", "exchange", "source", "reason", *STALENESS_KEYS),
|
|
248
|
+
label="get_portfolio_state",
|
|
249
|
+
)
|
|
250
|
+
return
|
|
251
|
+
assert_has_keys(
|
|
252
|
+
payload,
|
|
253
|
+
(
|
|
254
|
+
"available",
|
|
255
|
+
"exchange",
|
|
256
|
+
"source",
|
|
257
|
+
"nav_usd",
|
|
258
|
+
"allocation_pct",
|
|
259
|
+
"target_allocation_pct",
|
|
260
|
+
"drift",
|
|
261
|
+
"rebalance_hint",
|
|
262
|
+
*STALENESS_KEYS,
|
|
263
|
+
),
|
|
264
|
+
label="get_portfolio_state",
|
|
265
|
+
)
|
|
266
|
+
|
|
267
|
+
|
|
268
|
+
_VALIDATORS = {
|
|
269
|
+
"get_context_bundle": validate_context_bundle,
|
|
270
|
+
"get_market_context": validate_market_context,
|
|
271
|
+
"get_rebalance_plan": validate_rebalance_plan,
|
|
272
|
+
"check_allocation_band": validate_check_allocation_band,
|
|
273
|
+
"check_allocation_bands": validate_check_allocation_bands,
|
|
274
|
+
"get_context_at": validate_context_at,
|
|
275
|
+
"get_context_delta": validate_context_delta,
|
|
276
|
+
"get_portfolio_state": validate_portfolio_state,
|
|
277
|
+
}
|
|
278
|
+
|
|
279
|
+
|
|
280
|
+
def validate_tool_response(tool_name: str, payload: dict[str, Any]) -> None:
|
|
281
|
+
if tool_name not in MCP_TOOL_NAMES:
|
|
282
|
+
raise ValueError(f"unknown MCP tool: {tool_name}")
|
|
283
|
+
validator = _VALIDATORS.get(tool_name)
|
|
284
|
+
if validator is None:
|
|
285
|
+
raise ValueError(f"no contract validator for tool: {tool_name}")
|
|
286
|
+
validator(payload)
|