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Illia Polosukhin 77e746f683 feat(portfolio): complete tool, tests, widget, and share-gains flow (#2368)
* feat(portfolio): complete tool, tests, widget, and share-gains flow

Portfolio WASM tool with full pipeline:
- Indexer (fixture, dune, dune-replay backends)
- Analyzer (6 protocol classifiers, health extraction, stablecoin detection)
- Strategy filter (yield-floor, health-guard, LP impermanent-loss-watch)
- Intent builder (fixture + solver backends, bounded checks, leg bundling)
- Format (suggestion markdown, progress metric, widget state)

172 unit tests covering all modules including edge cases:
- filter.rs: 33 tests (yield floor, health guard, LP watch, helpers)
- bounded.rs: 16 tests (slippage, cost, chain allowlist, multi-leg)
- parser.rs: 18 tests (delimiters, YAML, kind inference, real strategies)
- fixture.rs: 14 tests (slippage calc, ID formats, payload structure)
- analyzer: 18 tests (stablecoin detection, health extraction, debt/yield)
- format.rs: 16 tests (totals, empty states, progress windowing)
- widget.rs: 10 tests (rendering, intents, non-ready filtering)
- types: 16 tests (parse_decimal, ChainSelector serde)
- 14 YAML replay scenarios + 4 live Dune API tests (ignored by default)

Share-gains feature:
- Gateway-level IronClaw.api.share() modal with X, LinkedIn, Facebook,
  copy-to-clipboard, and download buttons
- Portfolio widget generates SVG card showing gains (APY, annual savings,
  moves found) — no addresses or balances exposed
- "Share gains" button appears only when portfolio has positive delta

E2E Playwright tests (11 scenarios):
- Skill discovery via API and settings UI
- Chat integration (keyword + wallet address triggering)
- Widget rendering with pre-seeded state (positions, totals, suggestions)
- Share button visibility (present with gains, absent without)
- Share modal lifecycle (opens with card image, social buttons, closes)

Supporting changes:
- E2E conftest: SKILLS_DIR points to workspace skills/
- Mock LLM: canned responses for portfolio/defi and wallet address patterns
- Skill YAML, registry entry, capabilities JSON, 3 strategy docs, 4 scripts

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(portfolio): address PR review — XSS, OnceLock, bounded checks, docs

Addresses review comments from #2368:

- XSS: widget renders all interpolated fields through escapeHtml();
  share modal creates <img> via DOM API with data:image/ prefix check
- OnceLock: protocol registry parsed once via std::sync::OnceLock
- to_ascii_lowercase() for wallet address lookups (fixture + dune_replay)
- bounded.rs: reject empty value_usd in single-leg slippage check
- fixture.rs: compute min_out amount and value_usd separately
- fixture.rs: clarify expires_at=0 comment (fixture = no expiry)
- schema.json: add "dune-replay" to source enum
- parser.rs: fix doc comment re kind inference (defaults, not inferred)
- live_tests.rs: fix log placeholder (raw_count vs classified.len())
- intent.rs: expand kind comment to match SCHEMA.md

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(portfolio): escape remaining innerHTML fields, add tests, WASM build

- Escape delta_vs_last_run_usd and next_mission_run in widget innerHTML
- Add fixture test with amount != value_usd (stETH: 3.5 tokens / $12250)
  to verify the review fix separating amount from value_usd
- Add empty-legs test for bundling.rs order_legs
- Add comment explaining multi-leg empty value_usd tolerance in bounded.rs
- WASM component builds successfully (754K release binary)
  via: cargo component build --release --target wasm32-wasip2

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(portfolio): address second-round PR review comments

- Tighten share image validation to data:image/png only (was data:image/*)
- Add ClipboardItem existence check to prevent runtime errors in some browsers
- Fix SCHEMA.md to correctly attribute invariant enforcement (bounded.rs vs bundling.rs)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat(portfolio): NEAR support end-to-end with engine v2 quality fixes

Add full NEAR Protocol support to the portfolio tool: scan via FastNEAR +
Intear, classify positions through new protocols (Linear, Meta Pool, Rhea
lending, Rhea LP), match against new NEAR-specific yield strategies, and
build intent bundles. Plus assorted infrastructure fixes uncovered while
exercising the v2 / CodeAct path.

Indexer
- New `near` source: FastNEAR `/v1/account/{id}/full` + Intear
  `/list-token-price` (235 KB, vs `/tokens` at 3.2 MB which exceeded fuel).
- New `near-replay` source for offline fixture replay.
- `auto` source dispatches per address: `0x...` → Dune, `*.near`/`*.tg` →
  NEAR backend. Mixed lists are split and merged.
- `classify_near_token()` tags known NEAR DeFi contracts (Linear, Meta
  Pool, Rhea/Burrow, Rhea/Ref) with proper `protocol_id`. Default for
  unknown FT contracts is `wallet`.
- Dust filter raised from \$0.01 → \$1 to keep wallets like `root.near`
  from passing 100+ micro-cap positions through the analyzer.
- Dune `value_usd` now accepts both string and number (Dune started
  returning floats).

Analyzer
- New protocols: `wallet`, `near-staking`, `linear`, `meta-pool`,
  `rhea-lending`, `rhea-lp`. Wallet positions are no longer silently
  dropped (the prior bug that made root.near show "meteor-private" only).

Strategies
- New `near-staking-yield`, `near-lending-yield`, `near-lp-yield` —
  match wallet/staking/LP positions on `chain == "near"`.
- `StrategyAppliesTo` gains `chains` and `tokens` filters.

Tool API
- `propose.strategies` is now optional → falls back to bundled defaults
  (3 EVM + 3 NEAR strategies).
- `propose.config` is now optional → falls back to `ProjectConfig::default()`.
- `build_intent.config` optional with default.
- `propose` recovers from stringified positions (common LLM mistake of
  calling `json.dumps()` first) and returns a clearer error message.
- Capability `dune_api_key` marked `optional: true` — NEAR-only and
  fixture flows no longer block on a missing Dune key.
- Default source is now `auto`.

WASM runtime
- Default fuel limit raised 10M → 500M across config, settings, channel
  runtime, and ResourceLimits. Production was using 10M (config path)
  while tests used `ResourceLimits::DEFAULT_FUEL_LIMIT` (was 100M) — the
  divergence masked the real fuel exhaustion. The 235 KB Intear parse
  uses ~27M fuel, so 500M provides ample headroom.
- Wrapper now logs fuel consumption at debug level for diagnostics.

Engine v2 / CodeAct UX
- Preamble: 3 new rules
  - Never reconstruct tool results manually — reference variables.
  - Never paste Python code outside `\`\`\`repl` or `FINAL(answer)`.
  - Chain tool calls in a single block.
  - Pass native Python objects to tools, never `json.dumps()` first.
- Postamble: explicit good/bad chaining example + `FINAL()` answer
  quality guidance (no terse counts).
- Orchestrator: when an action result exceeds 500 chars, the truncated
  preview now tells the LLM the full result is in `state['<tool>']`
  to discourage manual reconstruction.

Skill (`skills/portfolio/SKILL.md`)
- Step 4 (Propose): explicit anti-patterns for fabricated positions,
  strategy-name-only strings, and `floor_apy` percentage integers.
- Step 5 (Rank): allows informational LLM-only suggestions when
  `propose` returns no `ready` proposals.
- Step 6 (Build intents): explicit skip when no `ready` proposals;
  documents required `plan` shape (`legs`, `expected_out`,
  `expected_cost_usd`, `proposal_id`).
- Step 8 (Summarize): require detailed Markdown output, not counts.

Tests
- `tests/e2e_wasm_portfolio.rs` (5 tests): scan, propose, full pipeline
  via `TestRigBuilder` with canned HTTP — exercises real wasmtime sandbox
  with fuel metering.
- `tests/e2e_live_portfolio.rs` (2 tests, live-only via `IRONCLAW_LIVE_TEST=1`):
  end-to-end via `LiveTestHarness` against real LLM + real FastNEAR/Intear,
  with `engine_v2(true)`. Requires `--test-threads=1` due to a v2
  thread-registry race.
- Portfolio unit tests: 183 pass (added NEAR indexer parsers, dispatch
  auto-detection, new strategy filter cases).
- Live portfolio tests: 10 pass against real APIs.
- Updated `hostile/fake-token-dust` scenario for the new "wallet"
  protocol behaviour.

Bug fixes uncovered along the way
- `intents/bounded.rs`: epsilon raised to 0.005 to tolerate the 2-decimal
  truncation in `intents/fixture.rs` (intent bundles previously failed
  the slippage check on synthetic targets).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(portfolio): address review findings from #2368

Correctness:
- bounded.rs: multi-leg slippage now checks the terminal leg (matching
  plan.expected_out.chain), not just single-leg bundles. Regression
  tests added for the bypass and for a multi-leg bundle with min_out=0
  on the terminal leg.
- bounded.rs: reject zero/negative/NaN/infinite expected_out (would
  make min_required = 0 and every leg pass vacuously).
- indexer/mod.rs: is_near_address now validates NEAR account rules
  (2..64 chars, lowercase, separators). Previously any non-0x string
  (empty, whitespace, emoji, SQL injection) passed.
- indexer/mod.rs: scan_auto rejects addresses that are neither valid
  EVM nor valid NEAR, instead of silently routing them to Dune.

Code quality:
- bundling.rs: replace .expect("indegree") and .expect("leg by id")
  with explicit error returns.
- fixture.rs: replace .unwrap() on plan.legs.last() with an Err path.
- types/mod.rs: pub use → pub(crate) use (crate-internal only).
- dune.rs / near.rs: warn (via host::log at Warn level) when a
  non-zero amount has a missing/zero value_usd, so silent undercounts
  surface in diagnostics rather than being invisible.

Security:
- gateway config.js: hoist the data:image/png prefix check to the top
  of IronClaw.api.share() so both img.src and a.href are gated.
- gateway config.js: add noopener,noreferrer to window.open features
  on share popups to close reverse-tabnabbing surface.
- widget/index.js: extend escapeXml to also escape apostrophes.

Infrastructure:
- limits.rs: TODO comment noting that 500M fuel default is driven by
  one tool (portfolio/near) and follow-up should add a per-tool
  override so the global default can stay tighter.
- test_portfolio.py: silent-return on missing widget tab converted to
  pytest.skip via shared _open_portfolio_tab_or_skip helper, so a
  regression that removes widget registration fails loudly instead of
  passing silently.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(portfolio): address follow-up review comments

- lib.rs: BuildIntent.solver now defaults to "fixture" (a valid
  value), not "auto" (unrecognized by intents::build — was shipping
  the default straight into an "Unknown intent solver: 'auto'" error
  whenever the caller omitted the field).
- capabilities.json: update discovery_summary to reflect that
  strategies/config on propose and config/solver on build_intent are
  optional. Stale text had propose requiring both positions and
  strategies.
- limits.rs + config/wasm.rs: fix the fuel-limit doc comments. The
  prior value in limits.rs was 100M (not 10M — that was the config
  path). Clarify both paths converged at 500M in #2368.
- config.js (share modal): add aria-label, aria-modal, role=dialog,
  aria-labelledby for the modal and explicit aria-label on every
  icon-only share button. Mark decorative SVGs aria-hidden. Toast
  becomes role=status with aria-live=polite.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-20 14:47:51 +09:00
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