yield-strategy-management

Quick Start (most common)

• Identify the target vault + underlying creator coin.
• Read current configuration (no writes):
  • active strategies, weights, totalStrategyWeight
  • minimumTotalIdle, deploymentThreshold, defaultQueue, autoAllocate
  • strategyDebt per strategy + totalDebt
  • pricePerShare() and totalAssets()
• Decide what action is needed:
  • Configure: add/remove/update weights, set idle reserve, set queue
  • Operate: deploy idle funds, tend, report, rebalance strategies
  • Emergency: pause/shutdown, emergencyWithdrawFromStrategies, buyDebt
• Do not make onchain changes without explicit approval.

System Model (how strategy allocation works)

Core contract:

• contracts/vault/CreatorOVault.sol

Key ideas:

• Vault holds idle creator coins (coinBalance) and can deploy excess into strategies.
• Strategies implement IStrategy (single-asset: must have asset() == CREATOR_COIN).
• Allocation is weight-based:
  • deployable = coinBalance - max(minimumTotalIdle, deploymentThreshold)
  • each strategy gets amount_i = deployable * weight_i / totalStrategyWeight
• Debt accounting:
  • Vault tracks strategyDebt[strategy] + totalDebt to reason about withdrawals and unrealised losses.
• Ops roles:
  • management/owner: add/remove strategies, set weights, set idle reserve, configure queue, set keeper
  • keeper/management/owner: deployToStrategies(), report(), tend()

Repo Map (where to look / common strategies)

• Vault: contracts/vault/CreatorOVault.sol
• Strategy interface: contracts/interfaces/IStrategy.sol
• Base strategy pattern: contracts/vault/strategies/BaseCreatorStrategy.sol
• Ajna strategy: contracts/vault/strategies/AjnaStrategy.sol
• Strategy deploy tooling:
  • contracts/helpers/batchers/StrategyDeploymentBatcher.sol
  • docs/aa/AA_STRATEGY_DEPLOYMENT.md
• Allocation notes: docs/lottery/MULTI_STRATEGY_ALLOCATION.md
• Architecture: docs/architecture/STRATEGY_ARCHITECTURE.md

Read-only Health Checks (preferred first)

Use templates (fill in $RPC_URL, $VAULT, $STRATEGY):

cast call --rpc-url $RPC_URL $VAULT "asset()(address)"
cast call --rpc-url $RPC_URL $VAULT "totalAssets()(uint256)"
cast call --rpc-url $RPC_URL $VAULT "pricePerShare()(uint256)"
cast call --rpc-url $RPC_URL $VAULT "minimumTotalIdle()(uint256)"
cast call --rpc-url $RPC_URL $VAULT "deploymentThreshold()(uint256)"
cast call --rpc-url $RPC_URL $VAULT "autoAllocate()(bool)"
cast call --rpc-url $RPC_URL $VAULT "totalStrategyWeight()(uint256)"
cast call --rpc-url $RPC_URL $VAULT "strategyDebt(address)(uint256)" $STRATEGY
cast call --rpc-url $RPC_URL $VAULT "strategyWeights(address)(uint256)" $STRATEGY
cast call --rpc-url $RPC_URL $STRATEGY "asset()(address)"
cast call --rpc-url $RPC_URL $STRATEGY "isActive()(bool)"
cast call --rpc-url $RPC_URL $STRATEGY "getTotalAssets()(uint256)"

Common Workflows

A) Set allocation targets (weights + idle reserve)

1. Add strategies (management):
   • addStrategy(strategy, weightBps) (sum of weights must be ≤ 10_000)
2. Set idle reserve:
   • setMinimumTotalIdle(minIdleAssets) to keep liquidity for withdrawals
3. Optionally set default withdrawal order:
   • setDefaultQueue([strategy1, strategy2, ...])

B) Deploy idle funds to strategies (keeper op)

• Call deployToStrategies() to move excess idle funds into strategies according to weights.
• Verify:
  • coinBalance decreased
  • strategyDebt[strategy] increased

C) Maintenance cadence

• tend() is a lightweight maintenance (deploy if above threshold).
• report() updates accounting, profit unlocking, and mints performance-fee shares (if configured).

D) Emergency actions

• shutdownVault() + emergencyWithdrawFromStrategies() for urgent exits.
• Use buyDebt() only with explicit protocol direction (it changes debt accounting).

Troubleshooting (common pitfalls)

• Strategy add fails:
  • strategy.asset() mismatch (must equal vault’s creator coin)
  • strategy not active (isActive() == false)
  • too many strategies (max 5)
  • weights exceed 10_000 total
• Withdrawals revert due to unrealized losses:
  • vault assesses unrealized losses during _withdrawFromStrategies; investigate strategy health and consider de-risking.

Output Format (when using this skill)

Return a structured result:

• Summary: what change/operation is being requested
• Inputs: vault address, strategies, target weights, idle reserve
• Current state: key reads (totalAssets, PPS, debts, weights, queue)
• Proposed changes: exact onchain calls needed (read-only plan unless approved)
• Verification plan: post-state reads/events to confirm
• Risks: liquidity impact, withdrawal queue behavior, unrealized loss exposure