SDK hardening: rebalance reads, exposure/fee contracts, governance state derivation

.changeset/account-balance-pnl.md

@@ -0,0 +1,6 @@
+---
+"@reserve-protocol/sdk": minor
+"@reserve-protocol/react-sdk": minor
+---
+
+Account-balance snapshot primitives: `getIndexDtfAccountBalanceSnapshot` (carry-forward daily balance at a mark) on the namespace and bound ref, with `selectPriceAtMark(points, mark?)` selecting the latest positive timestamped price at or before an optional mark while preserving its one-argument behavior. The read is exposed through `useIndexDtfAccountBalanceSnapshot`, plus `usePrefetchIndexDtfPriceHistory` lets apps warm sibling price-history windows without touching the SDK client. Product metrics (e.g. a week-ago PnL) compose these app-side — the SDK deliberately ships no PnL semantics.

.changeset/brand-display-shape.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": minor
+---
+
+Breaking: `IndexDtfBrand` is now the display-ready shape consumers can store directly — `{ hidden, dtf: { icon, cover, mobileCover, video, description, notesFromCreator, prospectus, files, tags, basketType }, creator, curator, socials }`. Every field is always present: absent API values coerce to `""`, `files` is always `{ url, name }[]`, `tags` always `string[]`, and `basketType` narrows to `"percentage-based" | "unit-based"` (defaulting `"percentage-based"`). App-side brand mapping layers are no longer needed.

.changeset/exposure-api-types.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": minor
+---
+
+Typed the Index DTF exposure API contract to match the live response: `period` accepts `ytd`, `underlyingMarketCap` is exposed, and native/bridge metadata is fully typed instead of `unknown` — no more consumer-side casts.

.changeset/index-dtf-performance-hook.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/react-sdk": minor
+---
+
+`useIndexDtfPerformance` — price history composed for display: deduped by timestamp, with a live point appended when `currentPrice` + `currentTotalSupply` are provided (marketCap derived). The cache entry stays the raw point array under the canonical price-history key; composition happens after the cache, so other consumers of the key keep the raw contract.

.changeset/platform-fee-invalid-response.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": minor
+---
+
+Breaking: `getIndexDtfPlatformFee` now throws `SdkError` (`INVALID_RESPONSE`) when the DAO fee registry returns a zero denominator, instead of fabricating a confident 0% fee. A real 0% (zero numerator over a positive denominator) is unaffected; consumers should treat the error as "fee unavailable".

.changeset/price-history-5m-interval.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": minor
+---
+
+`getIndexDtfPriceHistory` interval accepts `"5m"`, the granularity the API serves for the 24h range — previously the union only declared `1h | 1d` and forced a cast.

.changeset/rebalance-detail-contract.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": minor
+---
+
+Breaking: `ReserveApiIndexDtfRebalanceDetail.auctions` is now required (`[]` when no auctions ran); a truly-absent field is treated as a malformed response and fails loud. Completed-rebalance detail reads now work end-to-end: the single-element-array envelope from `/dtf/rebalance` is normalized inside the client (`RECORD_NOT_FOUND` on empty), and `IndexDtfCompletedRebalanceDetail` carries the analytics fields the detail surface renders (avgPriceImpactPercent, totalPriceImpactUsd, marketCapRebalanceImpact, tracking/native basket deviation).

.changeset/stale-pending-outcomes.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": patch
+---
+
+A proposal stuck in subgraph PENDING past its vote deadline now derives the vote outcome (DEFEATED / QUORUM_NOT_REACHED / SUCCEEDED) like a stale ACTIVE, matching Governor.state() semantics — it is never reported as EXPIRED. Applies to both Index DTF (`getProposalState`) and Yield DTF (`getYieldDtfProposalState`). Yield proposal reads also derive the current timepoint from the chain (block timestamp or number per governor version) instead of the consumer machine's clock.

.changeset/status-sync-catalog.md

@@ -0,0 +1,6 @@
+---
+"@reserve-protocol/sdk": minor
+"@reserve-protocol/react-sdk": minor
+---
+
+Breaking: `getIndexDtfStatus` is now a synchronous catalog lookup — `getIndexDtfStatus({ address, chainId }): DtfStatus` validates the address and reads `@reserve-protocol/dtf-catalog` directly (case-insensitive address match, absent entries are `active`) instead of scanning the `/discover/dtfs` endpoint. The plural `getIndexDtfStatuses` remains an asynchronous Reserve API discovery projection for bulk/list screens. `useIndexDtfStatus({ address, chainId })` returns the singular status directly with no react-query involved; `indexDtfStatusQueryOptions` and the `dtfQueryKeys.index.status` key are removed.

.changeset/strict-tie-semantics.md

@@ -0,0 +1,5 @@
+---
+"@reserve-protocol/sdk": minor
+---
+
+Match OZ Governor strict-majority semantics in Index DTF proposal state derivation (a for/against tie is now DEFEATED, not SUCCEEDED) and derive lagging Yield DTF proposal list states (ACTIVE past the vote deadline now resolves to DEFEATED/QUORUM_NOT_REACHED/SUCCEEDED) via the new getYieldDtfProposalState. Breaking: the `YieldDtfProposalState` union gained `"QUORUM_NOT_REACHED"` — exhaustive switches over it must handle the new member.

.github/workflows/ci.yml

@@ -44,6 +44,9 @@ jobs:
       - name: Format Check
         run: pnpm format:check
 
+      - name: GraphQL Codegen Check
+        run: pnpm graphql:codegen:check
+
       - name: Documentation Links
         run: pnpm docs:links
 

.github/workflows/publish.yml

@@ -39,14 +39,9 @@ jobs:
       - name: Install Dependencies
         run: pnpm install --frozen-lockfile
 
-      - name: Validate Manual Release
-        if: ${{ github.event_name == 'workflow_dispatch' }}
+      - name: Validate Release
         run: pnpm release:ci
 
-      - name: Build Release Artifacts
-        if: ${{ github.event_name != 'workflow_dispatch' }}
-        run: pnpm build
-
       - name: Changeset Release
         id: changesets
         uses: changesets/action@v1

LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2024 ABC Labs
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

README.md

@@ -37,7 +37,7 @@ pnpm docs:links
 pnpm release:ci
 ```
 
-`pnpm release:ci` runs typecheck, tests, builds (including the docs site), local documentation-link checks, and package dry-runs for the publishable packages.
+`pnpm release:ci` runs typecheck, lint/format, live-schema GraphQL codegen freshness, tests, builds (including the docs site and SDK bundle budget), documentation/catalog checks, and package dry-runs for all publishable packages.
 
 ## Quick Example
 

apps/docs/src/pages/protocol/data-sources.mdx

@@ -11,7 +11,8 @@ Reserve integrations should use the right source for each kind of data.
 | Active auction                  | RPC                                | Must be real-time for bidding.                         |
 | Proposal state                  | RPC plus subgraph                  | Subgraph indexes events; RPC owns live terminal state. |
 | Prices                          | Reserve API                        | Aggregated current and historical price data.          |
-| Discovery                       | Reserve API or catalog             | Product listing and curated status.                    |
+| Discovery and bulk status       | Reserve API                        | Current product list and batch status rows.            |
+| Single-DTF status               | `@reserve-protocol/dtf-catalog`    | Synchronous curated route status; unknown is active.   |
 | Governance metadata             | Index subgraph                     | Historical proposal/config metadata.                   |
 | Holders and transactions        | Index subgraph/API-backed surfaces | Indexed history.                                       |
 | Vote-lock DAO stats             | Reserve API                        | Aggregated DAO/vote-lock position data.                |

apps/docs/src/pages/react-sdk/index-dtf-hooks.mdx

@@ -20,17 +20,18 @@ const dtfs = useDiscoverDtfs({
 
 ## DTF Detail
 
-| Hook                      | Core SDK method             |
-| ------------------------- | --------------------------- |
-| `useIndexDtf`             | `sdk.index.get`             |
-| `useIndexDtfBasket`       | `sdk.index.getBasket`       |
-| `useIndexDtfVersion`      | `sdk.index.getVersion`      |
-| `useIndexDtfBrand`        | `sdk.index.getBrand`        |
-| `useIndexDtfMandate`      | `sdk.index.getMandate`      |
-| `useIndexDtfTotalSupply`  | `sdk.index.getTotalSupply`  |
-| `useIndexDtfTotalAssets`  | `sdk.index.getTotalAssets`  |
-| `useIndexDtfPrice`        | `sdk.index.getPrice`        |
-| `useIndexDtfPriceHistory` | `sdk.index.getPriceHistory` |
+| Hook                      | Core SDK method                      |
+| ------------------------- | ------------------------------------ |
+| `useIndexDtf`             | `sdk.index.get`                      |
+| `useIndexDtfBasket`       | `sdk.index.getBasket`                |
+| `useIndexDtfVersion`      | `sdk.index.getVersion`               |
+| `useIndexDtfBrand`        | `sdk.index.getBrand`                 |
+| `useIndexDtfMandate`      | `sdk.index.getMandate`               |
+| `useIndexDtfTotalSupply`  | `sdk.index.getTotalSupply`           |
+| `useIndexDtfTotalAssets`  | `sdk.index.getTotalAssets`           |
+| `useIndexDtfPrice`        | `sdk.index.getPrice`                 |
+| `useIndexDtfPriceHistory` | `sdk.index.getPriceHistory`          |
+| `useIndexDtfPerformance`  | composed `sdk.index.getPriceHistory` |
 
 ```tsx
 const basket = useIndexDtfBasket({ address, chainId });
@@ -39,34 +40,37 @@ const price = useIndexDtfPrice({ address, chainId });
 
 ## Product And Analytics Reads
 
-| Hook                               | Core SDK method                      |
-| ---------------------------------- | ------------------------------------ |
-| `useIndexDtfStatus`                | `sdk.index.getStatus`                |
-| `useIndexDtfExposure`              | `sdk.index.getExposure`              |
-| `useIndexDtfHolders`               | `sdk.index.getHolders`               |
-| `useIndexDtfTransactions`          | `sdk.index.getTransactions`          |
-| `useIndexDtfRevenue`               | `sdk.index.getRevenue`               |
-| `useIndexDtfPlatformFee`           | `sdk.index.getPlatformFee`           |
-| `useIndexDtfPendingFeeShares`      | `sdk.index.getPendingFeeShares`      |
-| `useIndexDtfApprovedRevenueTokens` | `sdk.index.getApprovedRevenueTokens` |
-| `useIndexDtfIssuanceState`         | `sdk.index.getIssuanceState`         |
-| `useIndexDtfBidsEnabled`           | `sdk.index.getBidsEnabled`           |
-| `useIndexDtfRebalanceControl`      | `sdk.index.getRebalanceControl`      |
-| `useIndexDtfRebalances`            | `sdk.index.getRebalances`            |
-| `useIndexDtfRebalance`             | `sdk.index.getRebalance`             |
-| `useIndexDtfCurrentRebalance`      | `sdk.index.getCurrentRebalance`      |
-| `useIndexDtfRebalanceLiquidity`    | `sdk.index.getRebalanceLiquidity`    |
-| `useIndexDtfRebalanceAuctions`     | `sdk.index.getRebalanceAuctions`     |
-| `useIndexDtfActiveAuction`         | `sdk.index.getActiveAuction`         |
-| `useIndexDtfLatestAuction`         | `sdk.index.getLatestAuction`         |
-| `useIndexDtfBidQuote`              | `sdk.index.getBidQuote`              |
-| `useIndexDtfCompletedRebalance`    | `sdk.index.getCompletedRebalance`    |
-| `useIndexDtfCompletedRebalances`   | `sdk.index.getCompletedRebalances`   |
-| `useIndexDtfVoteLockState`         | `sdk.index.getVoteLockState`         |
-| `useIndexDtfVoteLockVaultState`    | `sdk.index.getVoteLockVaultState`    |
-| `useAccountPortfolio`              | `sdk.portfolio.get`                  |
-| `useAccountPortfolioHistory`       | `sdk.portfolio.getHistory`           |
-| `useAccountPortfolioTransactions`  | `sdk.portfolio.getTransactions`      |
+| Hook                                | Core SDK method                       |
+| ----------------------------------- | ------------------------------------- |
+| `useIndexDtfStatus`                 | `sdk.index.getStatus`                 |
+| `useIndexDtfExposure`               | `sdk.index.getExposure`               |
+| `useIndexDtfHolders`                | `sdk.index.getHolders`                |
+| `useIndexDtfAccountBalanceSnapshot` | `sdk.index.getAccountBalanceSnapshot` |
+| `useIndexDtfTransactions`           | `sdk.index.getTransactions`           |
+| `useIndexDtfRevenue`                | `sdk.index.getRevenue`                |
+| `useIndexDtfPlatformFee`            | `sdk.index.getPlatformFee`            |
+| `useIndexDtfPendingFeeShares`       | `sdk.index.getPendingFeeShares`       |
+| `useIndexDtfApprovedRevenueTokens`  | `sdk.index.getApprovedRevenueTokens`  |
+| `useIndexDtfIssuanceState`          | `sdk.index.getIssuanceState`          |
+| `useIndexDtfBidsEnabled`            | `sdk.index.getBidsEnabled`            |
+| `useIndexDtfRebalanceControl`       | `sdk.index.getRebalanceControl`       |
+| `useIndexDtfRebalances`             | `sdk.index.getRebalances`             |
+| `useIndexDtfRebalance`              | `sdk.index.getRebalance`              |
+| `useIndexDtfCurrentRebalance`       | `sdk.index.getCurrentRebalance`       |
+| `useIndexDtfRebalanceLiquidity`     | `sdk.index.getRebalanceLiquidity`     |
+| `useIndexDtfRebalanceAuctions`      | `sdk.index.getRebalanceAuctions`      |
+| `useIndexDtfActiveAuction`          | `sdk.index.getActiveAuction`          |
+| `useIndexDtfLatestAuction`          | `sdk.index.getLatestAuction`          |
+| `useIndexDtfBidQuote`               | `sdk.index.getBidQuote`               |
+| `useIndexDtfCompletedRebalance`     | `sdk.index.getCompletedRebalance`     |
+| `useIndexDtfCompletedRebalances`    | `sdk.index.getCompletedRebalances`    |
+| `useIndexDtfVoteLockState`          | `sdk.index.getVoteLockState`          |
+| `useIndexDtfVoteLockVaultState`     | `sdk.index.getVoteLockVaultState`     |
+| `useAccountPortfolio`               | `sdk.portfolio.get`                   |
+| `useAccountPortfolioHistory`        | `sdk.portfolio.getHistory`            |
+| `useAccountPortfolioTransactions`   | `sdk.portfolio.getTransactions`       |
+
+`useIndexDtfStatus` is synchronous and returns the catalog status directly. Query-backed hooks accept TanStack Query options; `useIndexDtfPerformance` reserves `select` for its raw-cache-preserving composition. Use `usePrefetchIndexDtfPriceHistory` to warm canonical price-history keys.
 
 ```tsx
 const issuance = useIndexDtfIssuanceState(
@@ -96,7 +100,9 @@ Use them for previewing proposal payloads before submit.
 
 ## Select Option
 
-All hooks support `select`.
+Ordinary query hooks support `select`. Two exceptions: `useIndexDtfStatus` is a
+synchronous catalog lookup (no query options), and `useIndexDtfPerformance`
+reserves `select` for its own live-point composition.
 
 ```tsx
 const symbol = useIndexDtf(

apps/docs/src/pages/sdk/index-dtf.mdx

@@ -17,7 +17,7 @@ const dtf = sdk.index.ref({ address, chainId });
 | `sdk.index.list(params?)`                | `@reserve-protocol/dtf-catalog`      | Curated static catalog                     |
 | `sdk.index.getCatalogEntries(params?)`   | catalog                              | Raw catalog entries                        |
 | `sdk.index.resolveAlias(params)`         | catalog                              | Resolve ticker/name/address-like aliases   |
-| `sdk.index.getStatus(params)`            | Reserve API discovery                | Product listing status                     |
+| `sdk.index.getStatus(params)`            | `@reserve-protocol/dtf-catalog`      | Synchronous route/product status           |
 | `sdk.index.getStatuses(params?)`         | Reserve API discovery                | Bulk status map                            |
 
 ```ts
@@ -30,23 +30,26 @@ const dtfs = await sdk.index.discover({
 
 ## DTF Reads
 
-| Method              | Use                                                                     |
-| ------------------- | ----------------------------------------------------------------------- |
-| `get`               | Full product-shaped view with market, basket, platform fee, and status. |
-| `getDtf`            | Subgraph DTF metadata.                                                  |
-| `getBasket`         | Live RPC basket from `totalAssets()`.                                   |
-| `getBasketSnapshot` | Reserve API current or block snapshot basket.                           |
-| `getVersion`        | DTF version from contract.                                              |
-| `getTotalSupply`    | Live total supply. Includes pending fee shares.                         |
-| `getTotalAssets`    | Live total assets.                                                      |
-| `getBrand`          | Product brand metadata.                                                 |
-| `getMandate`        | DTF mandate string.                                                     |
-| `getPrice`          | Current Reserve API price.                                              |
-| `getPrices`         | Batch current prices.                                                   |
-| `getPriceHistory`   | Historical Reserve API price points.                                    |
-| `getExposure`       | Exposure/analytics data.                                                |
-| `getHolders`        | Holder data.                                                            |
-| `getTransactions`   | Transaction history.                                                    |
+| Method                      | Use                                                                     |
+| --------------------------- | ----------------------------------------------------------------------- |
+| `get`                       | Full product-shaped view with market, basket, platform fee, and status. |
+| `getDtf`                    | Subgraph DTF metadata.                                                  |
+| `getBasket`                 | Live RPC basket from `totalAssets()`.                                   |
+| `getBasketSnapshot`         | Reserve API current or block snapshot basket.                           |
+| `getVersion`                | DTF version from contract.                                              |
+| `getTotalSupply`            | Live total supply. Includes pending fee shares.                         |
+| `getTotalAssets`            | Live total assets.                                                      |
+| `getBrand`                  | Product brand metadata.                                                 |
+| `getMandate`                | DTF mandate string.                                                     |
+| `getPrice`                  | Current Reserve API price.                                              |
+| `getPrices`                 | Batch current prices.                                                   |
+| `getPriceHistory`           | Historical Reserve API price points.                                    |
+| `getExposure`               | Exposure/analytics data.                                                |
+| `getHolders`                | Holder data.                                                            |
+| `getAccountBalanceSnapshot` | Latest indexed account balance at or before a mark.                     |
+| `getTransactions`           | Transaction history.                                                    |
+
+`getStatus` validates its address, reads the chain-scoped catalog, and treats DTFs absent from the catalog as active. `getStatuses` remains an asynchronous Reserve API discovery projection for bulk/list screens.
 
 `getBrand` preserves overview media metadata, including `video` and downloadable `files`, in addition to covers, descriptions, profiles, tags, and social links.