planar 0.10.0__py3-none-any.whl → 0.12.0__py3-none-any.whl

planar/rules/test_data/portfolio_risk_monitor.json

@@ -1,471 +0,0 @@
-{
-  "nodes": [
-    {
-      "id": "inputNode",
-      "name": "request",
-      "type": "inputNode",
-      "content": {
-        "schema": ""
-      },
-      "position": {
-        "x": 110,
-        "y": 193.5
-      }
-    },
-    {
-      "id": "marketConditionsTable",
-      "name": "marketConditionsAssessment",
-      "type": "decisionTableNode",
-      "content": {
-        "rules": [
-          {
-            "_id": "rule1",
-            "i1-1": "> 30",
-            "i1-2": "< -15",
-            "o1-1": "'severe'",
-            "o1-2": "0.8",
-            "o1-3": "'Highly volatile market with significant downward trend'"
-          },
-          {
-            "_id": "rule2",
-            "i1-1": "> 25",
-            "i1-2": "< -10",
-            "o1-1": "'high'",
-            "o1-2": "0.7",
-            "o1-3": "'Elevated volatility with substantial market decline'"
-          },
-          {
-            "_id": "rule3",
-            "i1-1": "> 20",
-            "i1-2": "< -5",
-            "o1-1": "'moderate'",
-            "o1-2": "0.5",
-            "o1-3": "'Increased volatility with market decline'"
-          },
-          {
-            "_id": "rule4",
-            "i1-1": "> 25",
-            "i1-2": "> 5",
-            "o1-1": "'neutral'",
-            "o1-2": "0.3",
-            "o1-3": "'High volatility but positive market trend'"
-          },
-          {
-            "_id": "rule5",
-            "i1-1": "> 15",
-            "i1-2": "",
-            "o1-1": "'elevated'",
-            "o1-2": "0.4",
-            "o1-3": "'Elevated market volatility'"
-          },
-          {
-            "_id": "rule6",
-            "i1-1": "",
-            "i1-2": "< -10",
-            "o1-1": "'negative'",
-            "o1-2": "0.6",
-            "o1-3": "'Significant market decline'"
-          },
-          {
-            "_id": "rule7",
-            "i1-1": "",
-            "i1-2": "",
-            "o1-1": "'normal'",
-            "o1-2": "0.2",
-            "o1-3": "'Normal market conditions'"
-          }
-        ],
-        "inputs": [
-          {
-            "id": "i1-1",
-            "name": "Market Volatility Index",
-            "field": "market.volatilityIndex"
-          },
-          {
-            "id": "i1-2",
-            "name": "Market Trend Percent",
-            "field": "market.trendPercentage"
-          }
-        ],
-        "outputs": [
-          {
-            "id": "o1-1",
-            "name": "Market Condition",
-            "field": "assessment.marketCondition"
-          },
-          {
-            "id": "o1-2",
-            "name": "Market Risk Factor",
-            "field": "assessment.marketRiskFactor"
-          },
-          {
-            "id": "o1-3",
-            "name": "Market Assessment",
-            "field": "assessment.marketAssessment"
-          }
-        ],
-        "hitPolicy": "first",
-        "inputField": null,
-        "outputPath": null,
-        "passThrough": true,
-        "executionMode": "single"
-      },
-      "position": {
-        "x": 430,
-        "y": 193.5
-      }
-    },
-    {
-      "id": "portfolioExposureTable",
-      "name": "portfolioExposureAssessment",
-      "type": "decisionTableNode",
-      "content": {
-        "rules": [
-          {
-            "_id": "rule1",
-            "i1-1": "> 50",
-            "i1-2": "assessment.marketCondition == 'severe' or assessment.marketCondition == 'high'",
-            "o1-1": "'critical'",
-            "o1-2": "0.9"
-          },
-          {
-            "_id": "rule2",
-            "i1-1": "> 40",
-            "i1-2": "assessment.marketCondition == 'severe' or assessment.marketCondition == 'high'",
-            "o1-1": "'high'",
-            "o1-2": "0.7"
-          },
-          {
-            "_id": "rule3",
-            "i1-1": "> 30",
-            "i1-2": "assessment.marketCondition != 'normal'",
-            "o1-1": "'elevated'",
-            "o1-2": "0.5"
-          },
-          {
-            "_id": "rule4",
-            "i1-1": "> 20",
-            "i1-2": "",
-            "o1-1": "'moderate'",
-            "o1-2": "0.3"
-          },
-          {
-            "_id": "rule5",
-            "i1-1": "",
-            "i1-2": "",
-            "o1-1": "'low'",
-            "o1-2": "0.1"
-          }
-        ],
-        "inputs": [
-          {
-            "id": "i1-1",
-            "name": "High-Risk Asset Percentage",
-            "field": "portfolio.highRiskPercentage"
-          },
-          {
-            "id": "i1-2",
-            "name": "Market Condition Check"
-          }
-        ],
-        "outputs": [
-          {
-            "id": "o1-1",
-            "name": "Exposure Level",
-            "field": "assessment.exposureLevel"
-          },
-          {
-            "id": "o1-2",
-            "name": "Exposure Factor",
-            "field": "assessment.exposureFactor"
-          }
-        ],
-        "hitPolicy": "first",
-        "inputField": null,
-        "outputPath": null,
-        "passThrough": true,
-        "executionMode": "single"
-      },
-      "position": {
-        "x": 750,
-        "y": 193.5
-      }
-    },
-    {
-      "id": "portfolioVolatilityTable",
-      "name": "portfolioVolatilityAssessment",
-      "type": "decisionTableNode",
-      "content": {
-        "rules": [
-          {
-            "_id": "rule1",
-            "i1-1": "> 30",
-            "i1-2": "> 0.6",
-            "o1-1": "'high'",
-            "o1-2": "0.8"
-          },
-          {
-            "_id": "rule2",
-            "i1-1": "> 25",
-            "i1-2": "> 0.4",
-            "o1-1": "'elevated'",
-            "o1-2": "0.6"
-          },
-          {
-            "_id": "rule3",
-            "i1-1": "> 20",
-            "i1-2": "",
-            "o1-1": "'moderate'",
-            "o1-2": "0.4"
-          },
-          {
-            "_id": "rule4",
-            "i1-1": "> 15",
-            "i1-2": "",
-            "o1-1": "'low'",
-            "o1-2": "0.2"
-          },
-          {
-            "_id": "rule5",
-            "i1-1": "",
-            "i1-2": "",
-            "o1-1": "'minimal'",
-            "o1-2": "0.1"
-          }
-        ],
-        "inputs": [
-          {
-            "id": "i1-1",
-            "name": "Portfolio Volatility",
-            "field": "portfolio.volatility"
-          },
-          {
-            "id": "i1-2",
-            "name": "Market Risk Factor",
-            "field": "assessment.marketRiskFactor"
-          }
-        ],
-        "outputs": [
-          {
-            "id": "o1-1",
-            "name": "Volatility Level",
-            "field": "assessment.volatilityLevel"
-          },
-          {
-            "id": "o1-2",
-            "name": "Volatility Factor",
-            "field": "assessment.volatilityFactor"
-          }
-        ],
-        "hitPolicy": "first",
-        "inputField": null,
-        "outputPath": null,
-        "passThrough": true,
-        "executionMode": "single"
-      },
-      "position": {
-        "x": 1070,
-        "y": 193.5
-      }
-    },
-    {
-      "id": "riskScoreCalculation",
-      "name": "calculateRiskScore",
-      "type": "expressionNode",
-      "content": {
-        "inputField": null,
-        "outputPath": null,
-        "expressions": [
-          {
-            "id": "expr1",
-            "key": "marketWeight",
-            "value": "0.3"
-          },
-          {
-            "id": "expr2",
-            "key": "exposureWeight",
-            "value": "0.4"
-          },
-          {
-            "id": "expr3",
-            "key": "volatilityWeight",
-            "value": "0.3"
-          },
-          {
-            "id": "expr4",
-            "key": "riskScore",
-            "value": "assessment.marketRiskFactor * $.marketWeight + assessment.exposureFactor * $.exposureWeight + assessment.volatilityFactor * $.volatilityWeight"
-          },
-          {
-            "id": "expr5",
-            "key": "portfolioDrift",
-            "value": "abs(portfolio.currentAllocation.equity - portfolio.targetAllocation.equity)"
-          },
-          {
-            "id": "expr6",
-            "key": "riskCategory",
-            "value": "$.riskScore >= 0.7 ? 'critical' : $.riskScore >= 0.5 ? 'high' : $.riskScore >= 0.3 ? 'moderate' : 'low'"
-          }
-        ],
-        "passThrough": true,
-        "executionMode": "single"
-      },
-      "position": {
-        "x": 1390,
-        "y": 193.5
-      }
-    },
-    {
-      "id": "actionDeterminationSwitch",
-      "name": "determineAction",
-      "type": "switchNode",
-      "content": {
-        "hitPolicy": "first",
-        "statements": [
-          {
-            "id": "alertAction",
-            "condition": "riskCategory == 'moderate' and assessment.marketCondition != 'normal'",
-            "isDefault": false
-          },
-          {
-            "id": "rebalanceAction",
-            "condition": "portfolioDrift > 10 or (riskCategory == 'high' and portfolio.lastRebalance > 90)",
-            "isDefault": false
-          },
-          {
-            "id": "mitigateAction",
-            "condition": "riskCategory == 'critical' or (riskCategory == 'high' and assessment.marketCondition == 'severe')",
-            "isDefault": false
-          },
-          {
-            "id": "noAction",
-            "condition": "",
-            "isDefault": true
-          }
-        ]
-      },
-      "position": {
-        "x": 1710,
-        "y": 193.5
-      }
-    },
-    {
-      "id": "alertFunction",
-      "name": "generateAlert",
-      "type": "functionNode",
-      "content": {
-        "source": "import dayjs from 'dayjs';\nexport const handler = async (input) => {\n  const { customer, portfolio, assessment, riskScore, riskCategory } = input;\n  const alertDate = dayjs().format('YYYY-MM-DD');\n\n  return {\n    action: 'alert',\n    alertDetails: {\n      customerId: customer.id,\n      portfolioId: portfolio.id,\n      date: alertDate,\n      riskScore: riskScore,\n      riskCategory: riskCategory,\n      message: `Risk alert: Portfolio risk level is ${riskCategory} (${riskScore.toFixed(2)}). Market conditions: ${assessment.marketAssessment}`,\n      recommendedAction: 'Review portfolio allocation'\n    },\n    outcome: { status: 'alert_generated', riskScore: riskScore, timestamp: new Date().toISOString() }\n  };\n};"
-      },
-      "position": {
-        "x": 2030,
-        "y": 46.5
-      }
-    },
-    {
-      "id": "rebalanceFunction",
-      "name": "suggestRebalancing",
-      "type": "functionNode",
-      "content": {
-        "source": "import dayjs from 'dayjs';\nexport const handler = async (input) => {\n  const { customer, portfolio, assessment, riskScore, riskCategory, portfolioDrift } = input;\n  const currentDate = dayjs().format('YYYY-MM-DD');\n  const suggestedEquity = portfolio.targetAllocation.equity;\n  const suggestedBonds = portfolio.targetAllocation.bonds;\n  const suggestedCash = portfolio.targetAllocation.cash;\n  const driftPercentage = portfolioDrift.toFixed(1);\n\n  return {\n    action: 'rebalance',\n    rebalanceDetails: {\n      customerId: customer.id,\n      portfolioId: portfolio.id,\n      date: currentDate,\n      riskScore: riskScore,\n      riskCategory: riskCategory,\n      currentAllocation: portfolio.currentAllocation,\n      targetAllocation: portfolio.targetAllocation,\n      driftPercentage: driftPercentage,\n      suggestedChanges: {\n        equity: suggestedEquity - portfolio.currentAllocation.equity,\n        bonds: suggestedBonds - portfolio.currentAllocation.bonds,\n        cash: suggestedCash - portfolio.currentAllocation.cash\n      },\n      message: `Rebalancing recommended: Portfolio has drifted ${driftPercentage}% from target allocation.`\n    },\n    outcome: { status: 'rebalance_suggested', riskScore: riskScore, timestamp: new Date().toISOString() }\n  };\n};"
-      },
-      "position": {
-        "x": 2030,
-        "y": 144.5
-      }
-    },
-    {
-      "id": "mitigationFunction",
-      "name": "implementRiskMitigation",
-      "type": "functionNode",
-      "content": {
-        "source": "import dayjs from 'dayjs';\nexport const handler = async (input) => {\n  const { customer, portfolio, assessment, riskScore, riskCategory } = input;\n  const mitigationDate = dayjs().format('YYYY-MM-DD');\n  const suggestedEquity = Math.max(portfolio.targetAllocation.equity - 15, 0);\n  const suggestedBonds = Math.min(portfolio.targetAllocation.bonds + 10, 100 - suggestedEquity - 5);\n  const suggestedCash = 100 - suggestedEquity - suggestedBonds;\n\n  return {\n    action: 'mitigate',\n    mitigationDetails: {\n      customerId: customer.id,\n      portfolioId: portfolio.id,\n      date: mitigationDate,\n      riskScore: riskScore,\n      riskCategory: riskCategory,\n      currentAllocation: portfolio.currentAllocation,\n      suggestedAllocation: { equity: suggestedEquity, bonds: suggestedBonds, cash: suggestedCash },\n      message: `Risk mitigation required: Market conditions (${assessment.marketCondition}) and portfolio risk (${riskCategory}) indicate immediate action needed.`,\n      automaticChanges: assessment.marketCondition === 'severe' && riskCategory === 'critical' && customer.preferences.allowAutomaticAdjustments\n    },\n    outcome: { status: 'mitigation_implemented', riskScore: riskScore, timestamp: new Date().toISOString() }\n  };\n};"
-      },
-      "position": {
-        "x": 2030,
-        "y": 242.5
-      }
-    },
-    {
-      "id": "noActionRequired",
-      "name": "noActionNeeded",
-      "type": "expressionNode",
-      "content": {
-        "inputField": null,
-        "outputPath": null,
-        "expressions": [
-          {
-            "id": "expr1",
-            "key": "outcome",
-            "value": "{ status: 'no_action_required', riskScore: riskScore, timestamp: string(date('now')) }"
-          }
-        ],
-        "passThrough": true,
-        "executionMode": "single"
-      },
-      "position": {
-        "x": 2030,
-        "y": 340.5
-      }
-    }
-  ],
-  "edges": [
-    {
-      "id": "edge1",
-      "type": "edge",
-      "sourceId": "inputNode",
-      "targetId": "marketConditionsTable"
-    },
-    {
-      "id": "edge2",
-      "type": "edge",
-      "sourceId": "marketConditionsTable",
-      "targetId": "portfolioExposureTable"
-    },
-    {
-      "id": "edge3",
-      "type": "edge",
-      "sourceId": "portfolioExposureTable",
-      "targetId": "portfolioVolatilityTable"
-    },
-    {
-      "id": "edge4",
-      "type": "edge",
-      "sourceId": "portfolioVolatilityTable",
-      "targetId": "riskScoreCalculation"
-    },
-    {
-      "id": "edge5",
-      "type": "edge",
-      "sourceId": "riskScoreCalculation",
-      "targetId": "actionDeterminationSwitch"
-    },
-    {
-      "id": "edge6",
-      "type": "edge",
-      "sourceId": "actionDeterminationSwitch",
-      "targetId": "alertFunction",
-      "sourceHandle": "alertAction"
-    },
-    {
-      "id": "edge7",
-      "type": "edge",
-      "sourceId": "actionDeterminationSwitch",
-      "targetId": "rebalanceFunction",
-      "sourceHandle": "rebalanceAction"
-    },
-    {
-      "id": "edge8",
-      "type": "edge",
-      "sourceId": "actionDeterminationSwitch",
-      "targetId": "mitigationFunction",
-      "sourceHandle": "mitigateAction"
-    },
-    {
-      "id": "edge9",
-      "type": "edge",
-      "sourceId": "actionDeterminationSwitch",
-      "targetId": "noActionRequired",
-      "sourceHandle": "noAction"
-    }
-  ]
-}