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Title: feat(resolver): asset classifier mapping identifiers to specific taxonomy by robertoecf · Pull Request #33 · robertoecf/OpenFinData · GitHub

Open Graph Title: feat(resolver): asset classifier mapping identifiers to specific taxonomy by robertoecf · Pull Request #33 · robertoecf/OpenFinData

X Title: feat(resolver): asset classifier mapping identifiers to specific taxonomy by robertoecf · Pull Request #33 · robertoecf/OpenFinData

Description: O que resolve_asset(identifier) — resolver determinístico que mapeia qualquer identificador de ativo brasileiro (ticker/CNPJ/ISIN/nome) para uma taxonomia macro de alocação (RF / RV / Multimercado / Alternativos / Estruturados). Exposto como biblioteca (findata.resolver.resolve_asset()), REST (GET /resolver/resolve) e tool MCP resolve_asset. 📄 Contrato da feature: docs/RESOLVER.md. Dois eixos (decisão de modelo) macro_class = classe de ativo pura: RF / RV / Multimercado / Alternativos / Estruturados (+ Indefinido). exposure = geografia ortogonal: Brasil / Internacional. B3 = domicílio do ativo, não a exposição → IVVB11, BDR, FIA global = RV + Internacional. Nota: geografia fica no eixo exposure, não em macro_class. Os testes deste PR fixam macro_class != "Internacional". Campos de auditoria Certeza fiscal: lei_12431_status (confirmed/candidate/not_applicable/unknown) + isento_status. Heurística emissor+IPCA → candidate (confirmar ISIN); infra explícito (FI-Infra) → confirmed; CRA/CRI/LCI-LCA → confirmed_exempt. signals[]: trilha estruturada — qual regra disparou + evidência concreta (ex.: debenture / DEB / basis=heuristic;indexador=IPCA+). source + confidence + as_of (America/Sao_Paulo) + cascade. Cascata Núcleo openfindata (curated → rules) resolve o test set offline; providers externos (Mais Retorno MCP / CVM-B3 / web search restrito) são ponto de extensão injetável (AssetProvider), consultado só quando o resultado é fraco. Uma falha de provider é isolada (provider_error: no cascade) e nunca derruba o resultado determinístico. No estado atual só o degrau 1 está ligado (externos = stubs a conectar no deploy). Test set (passa 100%, offline) Identificador macro_class exposure nota IFRA11 / FI ITAUINFRA Renda Fixa Brasil ETF de debêntures de infra; "Indexada à Inflação"; isento confirmed ARBOR FIC FIA Renda Variável Internacional mandato global sem IE WHG GLOBAL FIC FIA IE Renda Variável Internacional estrutura IE DEB PETROBRAS IPCA+ Renda Fixa Brasil incentivada candidate (confirmar ISIN) COE Estruturados (n/a) kind=coe, nunca ETF "Crédito Estruturado" (Warren/AMW) Renda Fixa Brasil name-trap IVVB11 Renda Variável Internacional ETF de ações S&P 500 HGLG11 / MXRF11 Renda Variável Brasil subclasse FII Reviews aplicadas Adversarial review (Codex, cross-host) — veio DO_NOT_MERGE (1 P0 + 3 P1); todos corrigidos: P0 isento heurístico → candidate + confidence 0.7 abaixo do short-circuit; IE/LC/LF crus, substring LCI, seed ARBOR, ETF RF underlying, as_of fuso → corrigidos. CI review bots (Gemini + CodeRabbit) — todas as threads endereçadas e resolvidas: gate de PARTICIPACOES/MACRO/ACOES/EQUITY em contexto de fundo (evita nome de empresa); subclasse de Tesouro pelo código do título (NTN-B → inflação); modelos contract com extra="forbid"; isolamento de falha de provider; matching token-aware no seed (ARBOR FIA não casa ARBOR FIAGRO); ticker de sufixo desconhecido → Indefinido; predicados has_token/name_contains dobram os argumentos; remoção de double-fold; e doc drift (macro_class não lista mais "Internacional"). Validação 282 passed, 15 deselected (testes live de rede), ruff + mypy limpos REST + MCP testados end-to-end; REST surface 95 → 96; MCP curado 24 → 25 Follow-ups restantes (pós-merge) Wire dos providers externos reais (Mais Retorno MCP, web search) Confirmação ISIN-level da incentivada via ANBIMA/debentures.com.br Correção do spec doc (openfindata-mcp-spec.md), mantido no repo privado do spec 🤖 Generated with Claude Code

Open Graph Description: O que resolve_asset(identifier) — resolver determinístico que mapeia qualquer identificador de ativo brasileiro (ticker/CNPJ/ISIN/nome) para uma taxonomia macro de alocação (RF / RV / Multimercado ...

X Description: O que resolve_asset(identifier) — resolver determinístico que mapeia qualquer identificador de ativo brasileiro (ticker/CNPJ/ISIN/nome) para uma taxonomia macro de alocação (RF / RV / Multimercado ...

Opengraph URL: https://github.com/robertoecf/OpenFinData/pull/33

X: @github

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Domain: github.com

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24e77d7 feat(resolver): asset classifier mapping identifiers to Wealthuman ta… robertoecf Jun 29, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/24e77d79da474c2473794bdb5b4e668357a79558
d2e8ebc feat(resolver): add fiscal-certainty axis to debenture/tax classifica… robertoecf Jun 30, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/d2e8ebcbd9648eb878f310eddf4e9b7a390954b7
7aec2ab fix(resolver): keep debenture=None for Tesouro-backed RF ETFs robertoecf Jun 30, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/7aec2ab1132344fe798f96a9b62af37a57ad947d
f67cb82 feat(resolver): structured signals audit trail robertoecf Jun 30, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/f67cb822bde10caa41083dcedaabca56a0784a46
70361eb fix(resolver): address review-bot findings + doc drift robertoecf Jun 30, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/70361eb799d2636d07daba8aefec242a4035fad5
c802076 docs(resolver): client-facing contract for resolve_asset (Wealthuman … robertoecf Jun 30, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/c80207619f2f69163a75f1e2854d983126af025e
63b5b3f fix(resolver): address remaining CodeRabbit review threads robertoecf Jun 30, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/63b5b3f8e36746314eed2104b5466a0899281963
f8eb870 docs(resolver): genericize taxonomy naming for the public repo robertoecf Jul 8, 2026 https://github.com/robertoecf/OpenFinData/pull/33/commits/f8eb870e539e7fced8bdefde3f56b162383a7a19
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