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fix(registry): break all 6 investing depends_on cycles (DAG acyclic again) #259

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Merged
npbuilds merged 2 commits into from
Aug 13, 2026
Merged

fix(registry): break all 6 investing depends_on cycles (DAG acyclic again) #259

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fix(registry): break all 6 investing depends_on cycles (DAG acyclic a…
npbuilds Aug 12, 2026
455f504
Merge branch 'main' into claude/quizzical-chatterjee-77588f
npbuilds Aug 13, 2026
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90 changes: 30 additions & 60 deletions data/registry.json
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -6838,9 +6838,7 @@
"depends_on": [
"sentiment-signals"
],
"referenced_by": [
"sentiment-signals"
],
"referenced_by": [],
"parent": "adaptive-monitoring",
"tags": [
"domain:investing",
Expand Down Expand Up @@ -7246,20 +7244,18 @@
"estimated_tokens_body": 4047,
"estimated_tokens_total": 4088
},
"health_status": "healthy",
"health_status": "warning",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 69,
"auto_score": 63,
"manual_rating": null,
"manual_notes": null,
"composite_score": 69,
"composite_score": 63,
"depends_on": [
"factor-exposure",
"regime-intelligence"
],
"referenced_by": [
"factor-exposure"
],
"referenced_by": [],
"parent": "asset-universe",
"tags": [
"domain:investing",
Expand Down Expand Up @@ -7785,13 +7781,12 @@
"health_status": "healthy",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 76,
"auto_score": 72,
"manual_rating": null,
"manual_notes": null,
"composite_score": 76,
"composite_score": 72,
"depends_on": [
"asset-allocation",
"equities"
"asset-allocation"
],
"referenced_by": [
"equities",
Expand Down Expand Up @@ -7968,10 +7963,7 @@
"manual_rating": null,
"manual_notes": null,
"composite_score": 74,
"depends_on": [
"reflexivity-theory",
"sentiment-signals"
],
"depends_on": [],
"referenced_by": [
"behavioral-game-theory",
"belief-auditor",
Expand Down Expand Up @@ -8016,17 +8008,16 @@
"health_status": "healthy",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 76,
"auto_score": 72,
"manual_rating": null,
"manual_notes": null,
"composite_score": 76,
"composite_score": 72,
"depends_on": [
"macro-cycles",
"market-psychology"
],
"referenced_by": [
"frontier-intelligence",
"market-psychology",
"mindshare-tracker",
"second-level-thinking"
],
Expand Down Expand Up @@ -8064,18 +8055,16 @@
"health_status": "healthy",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 71,
"auto_score": 67,
"manual_rating": null,
"manual_notes": null,
"composite_score": 71,
"composite_score": 67,
"depends_on": [
"alt-data-monitoring",
"market-psychology"
],
"referenced_by": [
"alt-data-monitoring",
"insider-signals",
"market-psychology",
"signaling-screening"
],
"parent": "reflexivity-sentiment",
Expand Down Expand Up @@ -8170,8 +8159,7 @@
"monetary-regime"
],
"referenced_by": [
"fixed-income",
"macro-cycles"
"fixed-income"
],
"parent": "regime-intelligence",
"tags": [
Expand Down Expand Up @@ -8211,10 +8199,7 @@
"manual_rating": null,
"manual_notes": null,
"composite_score": 79,
"depends_on": [
"fiscal-regime",
"monetary-regime"
],
"depends_on": [],
"referenced_by": [
"commodities",
"currencies",
Expand Down Expand Up @@ -8258,18 +8243,17 @@
"health_status": "healthy",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 76,
"auto_score": 72,
"manual_rating": null,
"manual_notes": null,
"composite_score": 76,
"composite_score": 72,
"depends_on": [
"macro-cycles"
],
"referenced_by": [
"currencies",
"fiscal-regime",
"fixed-income",
"macro-cycles",
"money-and-financial-systems"
],
"parent": "regime-intelligence",
Expand Down Expand Up @@ -8364,8 +8348,7 @@
"alternatives",
"asset-allocation",
"fixed-income",
"hedging-architecture",
"tail-risk"
"hedging-architecture"
],
"parent": "risk-architecture",
"tags": [
Expand Down Expand Up @@ -8456,8 +8439,7 @@
"tail-risk"
],
"referenced_by": [
"drawdown-psychology",
"tail-risk"
"drawdown-psychology"
],
"parent": "risk-architecture",
"tags": [
Expand Down Expand Up @@ -8497,10 +8479,7 @@
"manual_rating": null,
"manual_notes": null,
"composite_score": 79,
"depends_on": [
"correlation-regimes",
"position-sizing"
],
"depends_on": [],
"referenced_by": [
"correlation-regimes",
"counterfactual-reasoner",
Expand Down Expand Up @@ -8635,14 +8614,11 @@
"health_status": "healthy",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 76,
"auto_score": 72,
"manual_rating": null,
"manual_notes": null,
"composite_score": 76,
"depends_on": [
"insider-signals",
"spinoffs-restructuring"
],
"composite_score": 72,
"depends_on": [],
"referenced_by": [
"auction-theory",
"complexity-premium",
Expand Down Expand Up @@ -8692,7 +8668,6 @@
"sentiment-signals"
],
"referenced_by": [
"event-driven",
"information-economics",
"signaling-screening"
],
Expand Down Expand Up @@ -8727,20 +8702,18 @@
"estimated_tokens_body": 5372,
"estimated_tokens_total": 5419
},
"health_status": "healthy",
"health_status": "warning",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 69,
"auto_score": 63,
"manual_rating": null,
"manual_notes": null,
"composite_score": 69,
"composite_score": 63,
"depends_on": [
"event-driven",
"intrinsic-value"
],
"referenced_by": [
"event-driven"
],
"referenced_by": [],
"parent": "special-situations",
"tags": [
"domain:investing",
Expand Down Expand Up @@ -8825,7 +8798,6 @@
"manual_notes": null,
"composite_score": 72,
"depends_on": [
"quality-compounders",
"second-level-thinking"
],
"referenced_by": [
Expand Down Expand Up @@ -8866,17 +8838,15 @@
"health_status": "healthy",
"last_checked": "2026-03-28T04:11:39Z",
"status": "active",
"auto_score": 72,
"auto_score": 66,
"manual_rating": null,
"manual_notes": null,
"composite_score": 72,
"composite_score": 66,
"depends_on": [
"factor-exposure",
"intrinsic-value"
],
"referenced_by": [
"intrinsic-value"
],
"referenced_by": [],
"parent": "value-quality",
"tags": [
"domain:investing",
Expand Down
16 changes: 9 additions & 7 deletions scripts/wire-investing-graph.py
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Original file line number Diff line number Diff line change
Expand Up @@ -24,29 +24,31 @@

DEPENDENCY_MAP: dict[str, list[str]] = {
# ── Regime Intelligence ───────────────────────────────────────────────
"macro-cycles": ["regime-intelligence", "monetary-regime", "fiscal-regime"],
# macro-cycles is the foundational sink of this cluster (highest in-degree);
# its links to monetary/fiscal live in its Related Skills prose, not here.
"macro-cycles": ["regime-intelligence"],
"monetary-regime": ["regime-intelligence", "macro-cycles"],
"fiscal-regime": ["regime-intelligence", "macro-cycles", "monetary-regime"],

# ── Risk Architecture ─────────────────────────────────────────────────
"correlation-regimes": ["risk-architecture", "regime-intelligence", "tail-risk"],
"drawdown-psychology": ["risk-architecture", "position-sizing", "tail-risk", "market-psychology"],
"position-sizing": ["risk-architecture", "tail-risk", "portfolio-construction"],
"tail-risk": ["risk-architecture", "correlation-regimes", "position-sizing"],
"tail-risk": ["risk-architecture"],

# ── Portfolio Construction ────────────────────────────────────────────
"asset-allocation": ["portfolio-construction", "regime-intelligence", "risk-architecture", "correlation-regimes"],
"factor-exposure": ["portfolio-construction", "equities", "asset-allocation"],
"factor-exposure": ["portfolio-construction", "asset-allocation"],
"hedging-architecture":["portfolio-construction", "tail-risk", "correlation-regimes"],
"tax-optimization": ["portfolio-construction", "asset-allocation"],

# ── Reflexivity & Sentiment ───────────────────────────────────────────
"market-psychology": ["reflexivity-sentiment", "reflexivity-theory", "sentiment-signals"],
"market-psychology": ["reflexivity-sentiment"],
"reflexivity-theory": ["reflexivity-sentiment", "market-psychology", "macro-cycles"],
"sentiment-signals": ["reflexivity-sentiment", "market-psychology", "alt-data-monitoring"],
"sentiment-signals": ["reflexivity-sentiment", "market-psychology"],

# ── Value & Quality ───────────────────────────────────────────────────
"intrinsic-value": ["value-quality", "second-level-thinking", "quality-compounders"],
"intrinsic-value": ["value-quality", "second-level-thinking"],
"quality-compounders": ["value-quality", "intrinsic-value", "factor-exposure"],
"second-level-thinking":["value-quality", "market-psychology", "reflexivity-theory"],

Expand Down Expand Up @@ -75,7 +77,7 @@

# ── Special Situations ────────────────────────────────────────────────
"complexity-premium": ["special-situations", "second-level-thinking", "event-driven"],
"event-driven": ["special-situations", "insider-signals", "spinoffs-restructuring"],
"event-driven": ["special-situations"],
"insider-signals": ["special-situations", "event-driven", "sentiment-signals"],
"spinoffs-restructuring":["special-situations", "intrinsic-value", "event-driven"],

Expand Down
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