feat(confluence): add15-symbol universe seed + 3 system rack presets (M22 slice 10)
Confluence startup seed: pins the15-symbol research universe + SPY benchmark into the permanent demand set, and creates three system rack presets (Full Confluence, Technical Momentum, Macro+Flows+Sentiment) if absent. Called once from index.ts; idempotent on every restart.
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Investor Flow Build
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// Investor Flow — confluenceSeed.test.ts (M22 slice 10)
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// Integration test: pin symbols and create system racks against an in-memory DB.
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import { describe, it, beforeEach } from 'node:test';
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import assert from 'node:assert/strict';
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import { createDb, initSchema } from '../../db/client.ts';
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import { ConfluenceRepository } from '../../db/confluenceRepository.ts';
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import { createCacheRepository, type CacheRepository } from '../../cache/CacheRepository.ts';
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import { FakeSourceAdapter } from '../../adapters/SourceAdapter.ts';
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import { AdapterQueue } from '../../queue/AdapterQueue.ts';
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import {
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seedConfluence,
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CONFLUENCE_UNIVERSE,
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BENCHMARK_SYMBOL,
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defineSystemRackPresets,
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} from '../confluenceSeed.ts';
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import { CONFLUENCE_SLOT_IDS } from '../confluenceSlots.ts';
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let db: ReturnType<typeof createDb>;
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let cache: CacheRepository;
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let repo: ConfluenceRepository;
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beforeEach(() => {
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db = createDb({ path: ':memory:' });
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initSchema(db);
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repo = new ConfluenceRepository(db);
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const adapter = new FakeSourceAdapter('yfinance');
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const queue = new AdapterQueue({ db, adapters: new Map([['yfinance', adapter as any]]) });
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cache = createCacheRepository({ db, scheduler: queue });
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(queue as any).cache = cache;
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});
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describe('CONFLUENCE_UNIVERSE', () => {
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it('contains exactly15 symbols plus benchmark', () => {
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assert.equal(CONFLUENCE_UNIVERSE.length, 15);
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assert.equal(BENCHMARK_SYMBOL, 'SPY');
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const symbols = CONFLUENCE_UNIVERSE.map((s) => s.symbol);
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assert.equal(new Set(symbols).size, symbols.length, 'no duplicate symbols');
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});
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it('SMH is the only ETF; the rest are equities', () => {
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const etfs = CONFLUENCE_UNIVERSE.filter((s) => s.kind === 'etf');
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assert.deepEqual(etfs.map((s) => s.symbol), ['SMH']);
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for (const s of CONFLUENCE_UNIVERSE.filter((s) => s.symbol !== 'SMH')) {
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assert.equal(s.kind, 'equity', `${s.symbol} should be equity`);
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}
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});
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});
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describe('defineSystemRackPresets', () => {
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it('returns exactly 3 presets', () => {
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const presets = defineSystemRackPresets();
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assert.equal(presets.length, 3);
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});
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it('all slot ids in presets are valid', () => {
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const validIds = new Set(CONFLUENCE_SLOT_IDS);
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for (const preset of defineSystemRackPresets()) {
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for (const id of preset.slotIds) {
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assert.ok(validIds.has(id), `${preset.name} has unknown slot id: ${id}`);
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}
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}
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});
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it('"Full Confluence" uses all34 slots', () => {
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const full = defineSystemRackPresets().find((p) => p.id === 'confluence-full')!;
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assert.equal(full.slotIds.length, 34);
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});
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it('"Technical Momentum" has 15 slots', () => {
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const tech = defineSystemRackPresets().find((p) => p.id === 'confluence-technical')!;
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assert.equal(tech.slotIds.length, 15);
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});
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it('"Macro + Flows + Sentiment" has 14 slots', () => {
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const macro = defineSystemRackPresets().find((p) => p.id === 'confluence-macro-flows')!;
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assert.equal(macro.slotIds.length, 14);
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});
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});
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describe('seedConfluence', () => {
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it('pins16 symbols (15 universe + benchmark) and creates 3 system racks', async () => {
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const { symbolsPinned, racksCreated } = await seedConfluence(db, cache);
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assert.equal(symbolsPinned, 16);
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assert.equal(racksCreated, 3);
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const systemRacks = repo.listSystemRacks();
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assert.equal(systemRacks.length, 3);
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});
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it('is idempotent: running twice does not duplicate racks', async () => {
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await seedConfluence(db, cache);
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await seedConfluence(db, cache);
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assert.equal(repo.listSystemRacks().length, 3);
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});
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});
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// Investor Flow — Confluence Starter Seed (M22, slice 10)
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//
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// Defines the 15-symbol confluence universe, three system rack presets, and the
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// startup function that pins the universe into the demand set and persists the
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// system racks if they don't exist yet.
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//
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// Called once on server start from index.ts. All operations are idempotent:
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// running twice is a no-op.
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import type { DatabaseSync } from 'node:sqlite';
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import type { CacheRepository, TickerKind } from '../cache/CacheRepository.ts';
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import { ConfluenceRepository, rackFromSlots } from '../db/confluenceRepository.ts';
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import { CONFLUENCE_SLOTS, CONFLUENCE_SLOT_IDS } from './confluenceSlots.ts';
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// ---------------------------------------------------------------------------
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// Universe
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// ---------------------------------------------------------------------------
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export interface ConfluenceSymbol {
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symbol: string;
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kind: TickerKind;
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label: string;
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}
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/**
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* The15-symbol confluence research universe + SPY benchmark. Every confluence
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* evaluation and backtest assumes these symbols are warm. SMH is the
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* semiconductor ETF; the rest are single-name equities.
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*/
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export const CONFLUENCE_UNIVERSE: ConfluenceSymbol[] = [
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{ symbol: 'PLTR', kind: 'equity', label: 'Palantir' },
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{ symbol: 'NVDA', kind: 'equity', label: 'NVIDIA' },
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{ symbol: 'AMD', kind: 'equity', label: 'AMD' },
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{ symbol: 'AAPL', kind: 'equity', label: 'Apple' },
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{ symbol: 'MSFT', kind: 'equity', label: 'Microsoft' },
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{ symbol: 'SMH', kind: 'etf', label: 'Semiconductor ETF' },
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{ symbol: 'XOM', kind: 'equity', label: 'ExxonMobil' },
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{ symbol: 'JPM', kind: 'equity', label: 'JPMorgan' },
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{ symbol: 'UNH', kind: 'equity', label: 'UnitedHealth' },
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{ symbol: 'COST', kind: 'equity', label: 'Costco' },
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{ symbol: 'AMZN', kind: 'equity', label: 'Amazon' },
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{ symbol: 'CAT', kind: 'equity', label: 'Caterpillar' },
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{ symbol: 'LMT', kind: 'equity', label: 'Lockheed Martin' },
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{ symbol: 'LIN', kind: 'equity', label: 'Linde' },
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{ symbol: 'NEE', kind: 'equity', label: 'NextEra Energy' },
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];
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export const BENCHMARK_SYMBOL = 'SPY';
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// ---------------------------------------------------------------------------
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// System rack presets
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// ---------------------------------------------------------------------------
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interface RackPreset {
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id: string;
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name: string;
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description: string;
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slotIds: string[];
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}
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const ALL_IDS = CONFLUENCE_SLOT_IDS as readonly string[];
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function familySlots(...families: string[]): string[] {
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return CONFLUENCE_SLOTS.filter((s) => families.includes(s.family)).map((s) => s.id);
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}
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/**
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* Three curated system rack presets. Each is a different lens on the same
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* symbol data, expressed as a subset of the 34-slot catalog:
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*
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* 1. "Full Confluence" — all 34 slots (the default every-picture view)
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* 2. "Technical Momentum" — the15 technical slots only (price-action focus)
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* 3. "Macro + Flows + Sentiment" — macro 5 + seasonal 5 + flows 3 +
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* sentiment 1 = 14 slots (the macro/structural lens)
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*/
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export function defineSystemRackPresets(): RackPreset[] {
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return [
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{
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id: 'confluence-full',
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name: 'Full Confluence',
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description: 'All 34 slots. The broadest evidence view of a symbol\'s picture.',
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slotIds: [...ALL_IDS],
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},
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{
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id: 'confluence-technical',
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name: 'Technical Momentum',
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description: 'The 15 technical slots: trend, momentum, mean-reversion, and volume.',
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slotIds: familySlots('technical'),
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},
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{
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id: 'confluence-macro-flows',
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name: 'Macro + Flows + Sentiment',
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description: 'Macro regime, seasonal calendar, ETF/COT flows, and informed-commentator sentiment (14 slots).',
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slotIds: familySlots('macro', 'seasonal', 'flows', 'sentiment'),
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},
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];
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}
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// ---------------------------------------------------------------------------
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// Seed routine
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// ---------------------------------------------------------------------------
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/**
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* Pin the confluence universe into the demand set and create the three system
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* rack presets if they don't already exist. Safe to call on every startup.
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*/
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export async function seedConfluence(
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db: DatabaseSync,
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cache: CacheRepository,
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): Promise<{ symbolsPinned: number; racksCreated: number }> {
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// 1. Pin universe symbols + benchmark into the permanent demand set.
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const allSymbols: ConfluenceSymbol[] = [
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...CONFLUENCE_UNIVERSE,
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{ symbol: BENCHMARK_SYMBOL, kind: 'etf', label: 'S&P 500 benchmark' },
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];
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let symbolsPinned = 0;
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for (const { symbol, kind } of allSymbols) {
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try {
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await cache.pinSystemSymbol(symbol, kind);
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symbolsPinned++;
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} catch { /* symbol already pinned — ignore */ }
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}
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// 2. Create system rack presets that don't already exist.
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const repo = new ConfluenceRepository(db);
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const existing = new Set(repo.listSystemRacks().map((r) => r.id));
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let racksCreated = 0;
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for (const preset of defineSystemRackPresets()) {
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if (existing.has(preset.id)) continue;
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const rack = rackFromSlots(preset.id, preset.name, preset.slotIds, {
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isSystem: true,
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description: preset.description,
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});
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repo.saveRack(rack);
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racksCreated++;
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}
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return { symbolsPinned, racksCreated };
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}
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@@ -21,6 +21,7 @@ import cryptoMod from './lib/crypto.ts';
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import { AdapterQueue } from './queue/AdapterQueue.ts';
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import { seedCuratedCusips } from './services/cusipRegistry.ts';
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import { seedAdminDefaultAlertSubscriptions } from './db/alertSubscriptionRepository.ts';
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import { seedConfluence } from './confluence/confluenceSeed.ts';
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import { makeCreateContext } from './trpc/context.ts';
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import { appRouter } from './trpc/router.ts';
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import type { Alert } from './alerts/AlertEngine.ts';
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@@ -100,6 +101,16 @@ try {
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console.error('[investor-flow] admin alert seed failed', e);
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}
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// Confluence starter seed: pin15-symbol universe + 3 system rack presets
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try {
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const { symbolsPinned, racksCreated } = await seedConfluence(database, cache);
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if (symbolsPinned > 0 || racksCreated > 0) {
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console.log(`[investor-flow] confluence seed: ${symbolsPinned} symbols pinned, ${racksCreated} system racks created`);
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}
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} catch (e) {
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console.error('[investor-flow] confluence seed failed', e);
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}
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// Demand hygiene: junk test symbols + inflated refcounts from page-view subscribe spam
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try {
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const hygiene = queue.cleanupDemandHygiene();
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