planar 0.5.0__py3-none-any.whl → 0.8.0__py3-none-any.whl

planar/rules/test_data/portfolio_risk_monitor.json

@@ -0,0 +1,471 @@
+{
+  "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"
+    }
+  ]
+}