feat(xsfunding): register xsfunding paper track + Dagster asset in daily book

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

src/fxhnt/adapters/orchestration/assets.py

@@ -242,8 +242,21 @@ def eqfactor_tilt_nav(context: AssetExecutionContext, eqfactor_scores: dict) ->
     return {"forward_days": st.forward_days, "last_date": st.last_date}
 
 
+@asset
+def xsfunding_nav(context: AssetExecutionContext) -> dict:  # type: ignore[type-arg]
+    """Paper-forward cross-sectional crypto funding-dispersion (executable construction):
+    live delta-neutral funding+basis book through the gate."""
+    from fxhnt.adapters.data.binance_xsfunding_live import BinanceXsFundingLive
+    from fxhnt.application.xsfunding_strategy import XsFundingForward
+    from fxhnt.application.forward_tracker import ForwardTracker
+
+    st = ForwardTracker(XsFundingForward(BinanceXsFundingLive()), f"{_data_dir()}/xsfunding_state.json").step()
+    context.log.info(f"xsfunding_nav: {st.forward_days}d through {st.last_date}")
+    return {"forward_days": st.forward_days, "last_date": st.last_date}
+
+
 @asset(deps=[combined_forward_nav, sixtyforty_nav, multistrat_nav, gd_nav, funding_nav, poc_nav,
-             eqfactor_long_nav, eqfactor_tilt_nav])
+             eqfactor_long_nav, eqfactor_tilt_nav, xsfunding_nav])
 def cockpit_forward(context: AssetExecutionContext) -> None:
     """Normalize tracker state files and upsert rows + summary into the operational cockpit DB."""
     from fxhnt.application.forward_ingest import ingest_forward_state

src/fxhnt/adapters/orchestration/definitions.py

@@ -17,6 +17,7 @@ from fxhnt.adapters.orchestration.assets import (
     multistrat_nav,
     poc_nav,
     sixtyforty_nav,
+    xsfunding_nav,
 )
 
 combined_book_job = define_asset_job(
@@ -25,6 +26,7 @@ combined_book_job = define_asset_job(
         crypto_bars, futures_bars, combined_forward_nav,
         sixtyforty_nav, multistrat_nav, gd_nav, funding_nav, poc_nav,
         eqfactor_scores, eqfactor_long_nav, eqfactor_tilt_nav,
+        xsfunding_nav,
         cockpit_forward,
     ],
 )
@@ -42,6 +44,7 @@ defs = Definitions(
         crypto_bars, futures_bars, combined_forward_nav,
         sixtyforty_nav, multistrat_nav, gd_nav, funding_nav, poc_nav,
         eqfactor_scores, eqfactor_long_nav, eqfactor_tilt_nav,
+        xsfunding_nav,
         cockpit_forward,
     ],
     jobs=[combined_book_job],

src/fxhnt/registry.py

@@ -45,4 +45,9 @@ STRATEGY_REGISTRY: dict[str, dict] = {
         "venue": "us-equity", "state_file": "eqfactor_tilt_state",
         "gate_spec": {"min_days": 60, "min_total_return": 0.0, "min_sharpe": 0.3},
     },
+    "xsfunding": {
+        "display_name": "Crypto funding — cross-sectional", "sleeve": "crypto-funding",
+        "venue": "binance-perp", "state_file": "xsfunding_state",
+        "gate_spec": {"min_days": 60, "min_total_return": 0.0, "min_sharpe": 0.5},
+    },
 }

tests/integration/test_orchestration_definitions.py

@@ -21,9 +21,11 @@ def test_definitions_load_with_assets_and_schedule() -> None:
     eqfactor = {"eqfactor_long_nav", "eqfactor_tilt_nav"}
     assert eqfactor <= asset_keys, f"missing equity-factor assets: {eqfactor - asset_keys}"
     assert "eqfactor_ls_nav" not in asset_keys, "eqfactor_ls_nav must be retired (B3b)"
-    # B2.1: the shared scores asset is wired in (fetched once, consumed by the sleeves) — 12 total
+    # XSFP T3: the cross-sectional crypto funding sleeve is wired into the graph
+    assert "xsfunding_nav" in asset_keys, f"missing xsfunding_nav asset: {asset_keys}"
+    # B2.1: the shared scores asset is wired in (fetched once, consumed by the sleeves) — 13 total
     assert "eqfactor_scores" in asset_keys, f"missing eqfactor_scores asset: {asset_keys}"
-    assert len(asset_keys) == 12, f"expected 12 assets, got {len(asset_keys)}: {asset_keys}"
+    assert len(asset_keys) == 13, f"expected 13 assets, got {len(asset_keys)}: {asset_keys}"
 
     # --- schedule present with the right cron ---
     # defs.schedules is a list[ScheduleDefinition] (or None when empty)
@@ -41,7 +43,7 @@ def test_definitions_load_with_assets_and_schedule() -> None:
     cockpit_def = repo.assets_defs_by_key[AssetKey("cockpit_forward")]
     deps = cockpit_def.asset_deps[AssetKey("cockpit_forward")]
     upstream = {k.to_user_string() for k in deps}
-    expected_upstream = {"combined_forward_nav"} | paper | eqfactor
+    expected_upstream = {"combined_forward_nav", "xsfunding_nav"} | paper | eqfactor
     assert expected_upstream <= upstream, f"cockpit_forward missing upstream: {expected_upstream - upstream}"
 
     # --- each equity-factor nav sleeve depends on the shared eqfactor_scores asset (fetched once) ---