SmartWealth Protocol Core Functionality Implementation - #1
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…tails - Implemented `get-portfolio` function to fetch portfolio data by `portfolio-id` from the `Portfolios` map. - Supports read-only access for querying portfolio details, including owner, creation time, last rebalance, total value, active status, and token count. - Enhances protocol usability by enabling transparent portfolio data retrieval.
- Implemented `get-portfolio-asset` to retrieve details of a specific asset in a portfolio. - Added `get-user-portfolios` to fetch a list of portfolio IDs associated with a user. - Introduced `calculate-rebalance-amounts` to determine if a portfolio requires rebalancing based on elapsed time. - Developed private validation functions: - `validate-token-id` to ensure token IDs are within valid bounds. - `validate-percentage` to check percentage values are within 0% to 100%. - `validate-portfolio-percentages` to validate the sum of portfolio percentages. - Enhanced protocol functionality with robust validation and data retrieval mechanisms.
- Added `create-portfolio` public function to enable users to create new portfolios with specified tokens and allocation percentages. - Validates input tokens and percentages to ensure compliance with protocol rules: - Maximum tokens per portfolio (`MAX-TOKENS-PER-PORTFOLIO`). - Matching lengths of tokens and percentages. - Valid percentage values (0% to 100%). - Initializes portfolio assets using `initialize-portfolio-asset` for each token. - Updates the user's portfolio list via `add-to-user-portfolios`. - Increments the global portfolio counter to assign unique portfolio IDs. - Ensures robust error handling with appropriate error codes for invalid inputs.
- Implemented `rebalance-portfolio` to update the last rebalanced timestamp for a portfolio: - Ensures only the portfolio owner can trigger the rebalance. - Validates that the portfolio is active before proceeding. - Added `update-portfolio-allocation` to modify the target percentage of a specific token in a portfolio: - Validates ownership, token ID, and percentage bounds. - Updates the `PortfolioAssets` map with the new allocation. - Developed `initialize` function for contract ownership transfer: - Ensures only the current protocol owner can assign a new owner. - Prevents self-assignment to maintain proper ownership delegation. - Enhanced protocol functionality with robust validation and error handling for secure portfolio and contract management.
- Detailed overview of the SmartWealth Protocol, including key features and architecture. - Added usage patterns for portfolio creation, rebalancing, and allocation updates. - Documented core functions and query methods with examples. - Included error handling codes and descriptions for better developer understanding. - Highlighted the security model with formal verification, time-locked rebalancing, and governance safeguards.
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Overview
This PR introduces the foundational components for the SmartWealth Protocol, enabling automated non-custodial portfolio management on Stacks L2 with Bitcoin compliance. Implements core features for portfolio lifecycle management, institutional-grade validation, and transparent data access.
Key Features Implemented
Portfolio Data Infrastructure
get-portfolio: Read-only access to portfolio metadataget-portfolio-asset: Granular asset position queriesget-user-portfolios: User portfolio registry (20-portfolio cap)Creation & Validation Engine
create-portfoliowith multi-layered validation:ERR-LENGTH-MISMATCH)ERR-MAX-TOKENS-EXCEED)ERR-INVALID-PERCENTAGE)initialize-portfolio-assetRebalancing & Allocation System
rebalance-portfolio(24h cooldown)update-portfolio-allocationwith:ERR-NOT-AUTHORIZED)ERR-INVALID-TOKEN-ID)