64 lines
6.0 KiB
Python
64 lines
6.0 KiB
Python
#!/usr/bin/env python3
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from pathlib import Path
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import json, time
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ROOT = Path(__file__).resolve().parents[2]
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REPORTS = ROOT / "reports" / "extraction"
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DOCS = ROOT / "docs" / "03-deployment"
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CONFIG = ROOT / "config" / "extraction"
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def load(p): return json.loads(p.read_text())
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def write(p, data): p.parent.mkdir(parents=True, exist_ok=True); p.write_text(json.dumps(data, indent=2)+"\n")
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def write_text(p, text): p.parent.mkdir(parents=True, exist_ok=True); p.write_text(text.rstrip()+"\n")
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def now(): return time.strftime("%Y-%m-%dT%H:%M:%SZ", time.gmtime())
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review = load(REPORTS / "immediate-and-same-day-corridor-assets-latest.json")
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strict = load(REPORTS / "strict-operator-public-liquidity-table-latest.json")
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inv = load(CONFIG / "additional-wallet-inventory.json")
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policy = load(CONFIG / "source-to-cex-production-policy.json")
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sinks = [a for a in inv.get("offchain_accounts", []) if a.get("include_in_baseline")]
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payload = {
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"generated_at": now(),
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"strategy_frame": policy["default_route_model"],
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"operator_rule": "treat on-chain Mainnet cW/canonical pools as bounded conversion handshakes before external execution",
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"production_enabled": policy.get("production_enabled", False),
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"mainnet_funding_posture": {
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"mode": "dual-rail",
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"required_deployer_assets": ["cWUSDC", "cWUSDT"],
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"primary_normalization_rail": "cWUSDC -> USDC",
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"support_normalization_rail": "cWUSDT -> cWUSDC -> USDC",
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"preferred_final_settlement_asset": "USDC",
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"notes": [
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"The deployer wallet should maintain both Mainnet wrapped stables.",
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"This dual-rail funding posture supports both the primary USDC settlement path and the cUSDT support rail."
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]
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},
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"source_bucket_totals_usd": review["bucket_subtotals_usd"],
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"source_bucket_counts": review["bucket_counts"],
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"production_sinks": sinks,
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"entries": [
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{"source_asset":"cUSDC","source_location":"Chain 138","source_bucket":"same_day_corridor","bridge_output":"cWUSDC on Ethereum Mainnet","preferred_normalization":"cWUSDC -> USDC","aggregator_decision_set":["direct cWUSDC -> USDC","independent USDC sink if live","RFQ wrapped-to-USDC if available"],"preferred_cex_deposit_asset":"USDC","fallback_path":"bridge cUSDC -> cWUSDC, then use best available Mainnet USDC normalization route with capped public-pool usage","execution_model":"bridge first, normalize on Mainnet, then deposit USDC to CEX"},
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{"source_asset":"cUSDT","source_location":"Chain 138","source_bucket":"same_day_corridor","bridge_output":"cWUSDT on Ethereum Mainnet","preferred_normalization":"cWUSDT -> cWUSDC -> USDC","aggregator_decision_set":["direct cWUSDT -> USDT","cWUSDT -> cWUSDC -> USDC","RFQ wrapped-to-stable conversion if available"],"preferred_cex_deposit_asset":"USDC","fallback_path":"use direct cWUSDT -> USDT only for tiny packets or explicit override; otherwise route through USDC normalization","execution_model":"bridge first, compare direct USDT vs USDC-normalization path on Mainnet, then deposit the settlement stable to CEX"},
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{"source_asset":"LP:cUSDT/cUSDC","source_location":"Chain 138","source_bucket":"same_day_corridor","bridge_output":"cUSDT and cUSDC after LP withdrawal","preferred_normalization":"withdraw LP -> prefer cUSDC feeder -> bridge -> cWUSDC -> USDC","aggregator_decision_set":["post-withdrawal normalization","direct cWUSDC -> USDC","cWUSDT -> cWUSDC -> USDC if needed"],"preferred_cex_deposit_asset":"USDC","fallback_path":"withdraw LP, split outputs by best feeder path, avoid forcing whole ticket through direct USDT sink","execution_model":"LP unwind is feeder preparation, not terminal execution"},
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{"source_asset":"cWUSDC","source_location":"Ethereum Mainnet","source_bucket":"immediate","bridge_output":"none","preferred_normalization":"cWUSDC -> USDC","aggregator_decision_set":["direct cWUSDC -> USDC","alternative independent USDC sinks","RFQ wrapped-to-USDC conversion"],"preferred_cex_deposit_asset":"USDC","fallback_path":"split size, cap pool usage, treat on-chain conversion strictly as deposit preparation","execution_model":"same-hour handshake into USDC, then immediate CEX handoff"},
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{"source_asset":"cWUSDT","source_location":"Ethereum Mainnet","source_bucket":"immediate","bridge_output":"none","preferred_normalization":"cWUSDT -> cWUSDC -> USDC","aggregator_decision_set":["direct cWUSDT -> USDT","cWUSDT -> cWUSDC -> USDC","RFQ wrapped-to-stable conversion"],"preferred_cex_deposit_asset":"USDC","fallback_path":"direct USDT path is last-resort and tiny; practical size should flow through USDC-normalization","execution_model":"same-hour normalization decision on Mainnet, then CEX handoff"}
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],
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"source_artifacts": [
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"reports/extraction/immediate-and-same-day-corridor-assets-latest.json",
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"reports/extraction/strict-operator-public-liquidity-table-latest.json",
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"config/extraction/additional-wallet-inventory.json",
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"config/extraction/source-to-cex-production-policy.json"
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]
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}
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write(REPORTS / "source-to-cex-execution-plan-latest.json", payload)
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lines = [
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"# Source To CEX Execution Plan","",
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f"- Generated: `{payload['generated_at']}`",
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f"- Strategy frame: {payload['strategy_frame']}",
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f"- Mainnet funding posture: `{payload['mainnet_funding_posture']['mode']}` via `{', '.join(payload['mainnet_funding_posture']['required_deployer_assets'])}`",
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"","## Operator Table","","| Source Asset | Bridge Output | Preferred Normalization | CEX Deposit Asset | Fallback Path |","|---|---|---|---|---|"
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]
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for row in payload['entries']:
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lines.append(f"| `{row['source_asset']}` | {row['bridge_output']} | {row['preferred_normalization']} | `{row['preferred_cex_deposit_asset']}` | {row['fallback_path']} |")
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lines += ["","## Notes","","- `cUSDC` is the cleanest same-day corridor feeder.","- `cUSDT` should usually normalize through USDC until direct USDT depth improves.","- Stable LP claims are feeder-preparation assets.","- Mainnet `cWUSDC` and `cWUSDT` are immediate in mechanics, but not deep enough to absorb large tickets on-chain."]
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write_text(DOCS / "SOURCE_TO_CEX_EXECUTION_PLAN.md", "\n".join(lines))
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print(REPORTS / "source-to-cex-execution-plan-latest.json")
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