feat(orchestration): wire stablecoin_rotation_nav into nightly job + cockpit

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

src/fxhnt/adapters/orchestration/assets.py

@@ -208,6 +208,23 @@ def crypto_tstrend_nav(context: AssetExecutionContext) -> dict:  # type: ignore[
     )
 
 
+@asset
+def stablecoin_rotation_nav(context: AssetExecutionContext) -> dict:  # type: ignore[type-arg]
+    """Paper-forward stablecoin peg-reversion (short-rich daily treasury rotation, Binance spot)."""
+    from fxhnt.adapters.data.binance_spot_history import BinanceSpotHistory
+    from fxhnt.application.stablecoin_strategy import StableRotationForward
+
+    def load_panel() -> dict:  # type: ignore[type-arg]
+        h = BinanceSpotHistory()
+        return {s: h.daily_close(s) for s in ("FDUSDUSDT", "TUSDUSDT", "USDPUSDT")}
+
+    return _run_paper_tracker(
+        context, "stablecoin_rotation_nav",
+        lambda: StableRotationForward(load_panel),
+        "stablecoin_rotation_state",
+    )
+
+
 @asset
 def unlock_nav(context: AssetExecutionContext) -> dict:  # type: ignore[type-arg]
     """Paper-forward token-unlock dilution shorts (market-neutral): short insider/investor cliff names
@@ -224,7 +241,7 @@ def unlock_nav(context: AssetExecutionContext) -> dict:  # type: ignore[type-arg
     return _run_paper_tracker(context, "unlock_nav", lambda: UnlockShortForward(cal), "unlock_state")
 
 
-@asset(deps=[combined_forward_nav, sixtyforty_nav, xsfunding_nav, unlock_nav, crypto_tstrend_nav])
+@asset(deps=[combined_forward_nav, sixtyforty_nav, xsfunding_nav, unlock_nav, crypto_tstrend_nav, stablecoin_rotation_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

@@ -11,6 +11,7 @@ from fxhnt.adapters.orchestration.assets import (
     crypto_tstrend_nav,
     futures_bars,
     sixtyforty_nav,
+    stablecoin_rotation_nav,
     unlock_nav,
     xsfunding_nav,
 )
@@ -19,7 +20,7 @@ combined_book_job = define_asset_job(
     name="combined_book_forward_job",
     selection=[
         crypto_bars, futures_bars, combined_forward_nav, sixtyforty_nav,
-        xsfunding_nav, unlock_nav, crypto_tstrend_nav,
+        xsfunding_nav, unlock_nav, crypto_tstrend_nav, stablecoin_rotation_nav,
         cockpit_forward,
     ],
 )
@@ -35,7 +36,7 @@ daily_combined_book_schedule = ScheduleDefinition(
 defs = Definitions(
     assets=[
         crypto_bars, futures_bars, combined_forward_nav, sixtyforty_nav,
-        xsfunding_nav, unlock_nav, crypto_tstrend_nav,
+        xsfunding_nav, unlock_nav, crypto_tstrend_nav, stablecoin_rotation_nav,
         cockpit_forward,
     ],
     jobs=[combined_book_job],

tests/integration/test_orchestration_definitions.py

@@ -24,9 +24,10 @@ def test_definitions_load_with_assets_and_schedule() -> None:
     assert "xsfunding_nav" in asset_keys, f"missing xsfunding_nav asset: {asset_keys}"
     assert "unlock_nav" in asset_keys, f"missing unlock_nav asset: {asset_keys}"
     assert "crypto_tstrend_nav" in asset_keys, f"missing crypto_tstrend_nav asset: {asset_keys}"
-    # 8 assets: crypto_bars, futures_bars, combined_forward_nav, sixtyforty_nav,
-    # xsfunding_nav, unlock_nav, crypto_tstrend_nav, cockpit_forward
-    assert len(asset_keys) == 8, f"expected 8 assets, got {len(asset_keys)}: {asset_keys}"
+    assert "stablecoin_rotation_nav" in asset_keys, f"missing stablecoin_rotation_nav: {asset_keys}"
+    # 9 assets: crypto_bars, futures_bars, combined_forward_nav, sixtyforty_nav,
+    # xsfunding_nav, unlock_nav, crypto_tstrend_nav, stablecoin_rotation_nav, cockpit_forward
+    assert len(asset_keys) == 9, f"expected 9 assets, got {len(asset_keys)}: {asset_keys}"
 
     # --- schedule present with the right cron ---
     # defs.schedules is a list[ScheduleDefinition] (or None when empty)
@@ -44,5 +45,5 @@ 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", "xsfunding_nav", "unlock_nav", "sixtyforty_nav", "crypto_tstrend_nav"}
+    expected_upstream = {"combined_forward_nav", "xsfunding_nav", "unlock_nav", "sixtyforty_nav", "crypto_tstrend_nav", "stablecoin_rotation_nav"}
     assert expected_upstream <= upstream, f"cockpit_forward missing upstream: {expected_upstream - upstream}"

tests/integration/test_stablecoin_wiring.py

@@ -0,0 +1,10 @@
+def test_asset_importable():
+    from fxhnt.adapters.orchestration.assets import stablecoin_rotation_nav
+    assert stablecoin_rotation_nav is not None
+
+
+def test_definitions_include_stablecoin():
+    from fxhnt.adapters.orchestration.assets import stablecoin_rotation_nav
+    from fxhnt.adapters.orchestration.definitions import combined_book_job, defs
+    assert stablecoin_rotation_nav in defs.assets
+    assert combined_book_job is not None