- max_units_at_impact(): walks the LIVE bid book for a genuine, ticker-
specific instant-exit liquidity check, replacing a flat 25%-of-flow
guess (a price-vs-volume elasticity regression was tried first and
abandoned - confounded by demand-driven volume on real data). Surfaced
as an [exit-thin] WARNING flag, not a hard cap - a single order-book
snapshot is less reliable than the 30-day flow aggregate that still
drives n_lim/filtering (using it as a hard cap once silently zeroed
out a real recipe from one noisy snapshot).
- tref_precise(): real variance of daily traded volume instead of a
Poisson unit-independence bound, wired into stage 2 only (bounded
candidate set, cached). Also fixed: was averaging only over trading
days, overstating flow ~3x for sparse tickers.
- n_out(): dropped the demand-coverage term, which penalized thin
resting-bid books even though production sells via patient asks taken
by walk-up buyers with no resting bid at all.
- --sort area: profit/day per tile of TOTAL footprint, now including the
single-tier hab area a building's workforce drags along (was building
area only).
- --deprec/--reclaim-frac: amortizes unreclaimed capex, not full capex -
real FIO reclaim data showed 50-86% returned even at near-100%
condition, contradicting a 100%->0 decay-curve assumption.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- puga/network.py + tools/network.py: model a multi-base chain (e.g. mine LST at one base,
ship it, consume it at another). Simulates each base independently, nets a transferred
material's producer-surplus against consumer-need, charges real freight only on what's
moved, cm_free for a founding covered by a Core Module Kit. Worked example in plans/chains/.
- puga/saturation.py: real price-band filtering. FIO's order_book NarrowPriceBandLow/High and
WidePriceBandLow/High match APEX's own displayed Price Band exactly (verified live) - an
order outside it is a stale artifact, not just uncompetitive. Added in_band() and
effective_demand(); effective_supply() gained the same hard band filter alongside its
existing soft vwap-proximity filter (renamed that param mult to free up `band`). Wired into
tools/scan.py stage 2 in place of the raw, unfiltered demand figure. Was flagged as an
unimplemented refinement in saturation-design.md since the original design review.
- tools/sell.py: self-contained tranche split (aggressive tranche capped at a volume quantile,
median normally or 80th pct with --tight when a payment is imminent and stockout risk
outweighs margin; patient tranche priced under the next competitor tier). Instant-bid
comparison moved behind --show-bid (off by default).
- Docs and roadmap updated accordingly.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
dodoxandClaude Sonnet 5