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* feat(market): Hyperliquid perp positioning flow as leading indicator Adds a 4-component composite (funding × volume × OI × basis) "positioning stress" score for ~14 perps spanning crypto (BTC/ETH/SOL), tokenized gold (PAXG), commodity perps (WTI, Brent, Gold, Silver, Pt, Pd, Cu, NatGas), and FX perps (EUR, JPY). Polls Hyperliquid /info every 5min via Railway cron; publishes a single self-contained snapshot with embedded sparkline arrays (60 samples = 5h history). Surfaces as a new "Perp Flow" tab in CommoditiesPanel with separate Commodities / FX sections. Why: existing CFTC COT is weekly + US-centric; market quotes are price-only. Hyperliquid xyz: perps give 24/7 global positioning data that has been shown to lead spot moves on commodities and FX by minutes-to-hours. Implementation: - scripts/seed-hyperliquid-flow.mjs — pure scoring math, symbol whitelist, content-type + schema validation, prior-state read via readSeedSnapshot(), warmup contract (first run / post-outage zeroes vol/OI deltas), missing-symbol carry-forward, $500k/24h min-notional guard to suppress thin xyz: noise. TTL 2700s (9× cadence). - proto/worldmonitor/market/v1/get_hyperliquid_flow.proto + service.proto registration; make generate regenerated client/server bindings. - server/worldmonitor/market/v1/get-hyperliquid-flow.ts — getCachedJson reader matching get-cot-positioning.ts seeded-handler pattern. - server/gateway.ts cache-tier entry (medium). - api/health.js: hyperliquidFlow registered with maxStaleMin:15 (3× cadence) + transitional ON_DEMAND_KEYS gate for the first ~7 days of bake-in. - api/seed-health.js mirror with intervalMin:5. - scripts/seed-bundle-market-backup.mjs entry (NIXPACKS auto-redeploy on scripts/** watch). - src/components/MarketPanel.ts: CommoditiesPanel grows a Perp Flow tab + fetchHyperliquidFlow() RPC method; OI Δ1h derived from sparkOi tail. - src/App.ts: prime via primeVisiblePanelData() + recurring refresh via refreshScheduler.scheduleRefresh() at 5min cadence (panel does NOT own setInterval; matches the App.ts:1251 lifecycle convention). - 28 unit tests covering scoring parity, warmup flag, min-notional guard, schema rejection, missing-symbol carry-forward, post-outage cold start, sparkline cap, alert threshold. Tests: test:data 5169/5169, hyperliquid-flow-seed 28/28, route-cache-tier 5/5, typecheck + typecheck:api green. One pre-existing test:sidecar failure (cloud-fallback origin headers) is unrelated and reproduces on origin/main. * fix(hyperliquid-flow): address review feedback — volume baseline window, warmup lifecycle, error logging Two real correctness bugs and four review nits from PR #3074 review pass. Correctness fixes: 1. Volume baseline was anchored to the OLDEST 12 samples, not the newest. sparkVol is newest-at-tail (shiftAndAppend), so slice(0, 12) pinned the rolling mean to the first hour of data forever once len >= 12. Volume scoring would drift further from current conditions each poll. Switched to slice(-VOLUME_BASELINE_MIN_SAMPLES) so the baseline tracks the most recent window. Regression test added. 2. Warmup flag flipped to false on the second successful poll while volume scoring still needed 12+ samples to activate. UI told users warmup lasted ~1h but the badge disappeared after 5 min. Tied per-asset warmup to real baseline readiness (coldStart OR vol samples < 12 OR prior OI missing). Snapshot-level warmup = any asset still warming. Three new tests cover the persist-through-baseline-build, clear-once-ready, and missing-OI paths. Review nits: - Handler: bare catch swallowed Redis/parse errors; now logs err.message. - Panel: bare catch in fetchHyperliquidFlow hid RPC 500s; now logs. - MarketPanel.ts: deleted hand-rolled RawHyperliquidAsset; mapHyperliquidFlowResponse now takes GetHyperliquidFlowResponse from the generated client so proto drift fails compilation instead of silently. - Seeder: added @ts-check + JSDoc on computeAsset per type-safety rule. - validateUpstream: MAX_UPSTREAM_UNIVERSE=2000 cap bounds memory. - buildSnapshot: logs unknown xyz: perps upstream (once per run) so ops sees when Hyperliquid adds markets we could whitelist. Tests: 37/37 green; typecheck + typecheck:api clean. * fix(hyperliquid-flow): wire bootstrap hydration per AGENTS.md mandate Greptile review caught that AGENTS.md:187 mandates new data sources be wired into bootstrap hydration. Plan had deferred this on "lazy deep-dive signal" grounds, but the project convention is binding. - server/_shared/cache-keys.ts: add hyperliquidFlow to BOOTSTRAP_CACHE_KEYS + BOOTSTRAP_TIERS ('slow' — non-blocking, page-load-parallel). - api/bootstrap.js: add to inlined BOOTSTRAP_CACHE_KEYS + SLOW_KEYS so bootstrap.test.mjs canonical-mirror assertions pass. - src/components/MarketPanel.ts: - Import getHydratedData from @/services/bootstrap. - New mapHyperliquidFlowSeed() normalizes the raw seed-JSON shape (numeric fields) into HyperliquidFlowView. The RPC mapper handles the proto shape (string-encoded numbers); bootstrap emits the raw blob. - fetchHyperliquidFlow now reads hydrated data first, renders immediately, then refreshes from RPC — mirrors FearGreedPanel pattern. Tests: 72/72 green (bootstrap + cache-tier + hyperliquid-flow-seed).
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48 KiB
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