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feat(#503): add risk-adjusted deposit recommendation wizard#571

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coredevdave-cmd:feature/503-risk-adjusted-wizard
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feat(#503): add risk-adjusted deposit recommendation wizard#571
coredevdave-cmd wants to merge 1 commit into
edehvictor:mainfrom
coredevdave-cmd:feature/503-risk-adjusted-wizard

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@coredevdave-cmd
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@coredevdave-cmd coredevdave-cmd commented May 27, 2026

closes #503

Summary

Implements issue #503: Risk-Adjusted Deposit Recommendation Wizard.

Changes

Server

  • server/src/routes/wizard.tsPOST /api/wizard/recommend endpoint that accepts profile (conservative/balanced/aggressive), timeHorizon (short/medium/long), and liquidity (high/medium/low), then returns top-3 ranked vault suggestions with per-vault explanations
  • Reuses rankStrategies() from riskAdjustedYieldService with the appropriate DrawdownToleranceProfile; maps wizard "aggressive" → internal "tolerant"
  • Applies liquidity and time-horizon multipliers before ranking
  • Registered at /api/wizard in app.ts

Client

  • client/src/components/AIAdvisor/DepositWizard.tsx — 3-step wizard UI (risk tolerance → time horizon → liquidity needs → results) embedded in AIAdvisor.tsx, replacing the "Coming Soon" placeholder

Tests

  • server/src/routes/__tests__/wizard.test.ts — covers conservative, balanced, and aggressive profiles; verifies rank ordering and non-negative RAY scores
  • client/src/components/__tests__/DepositWizard.test.tsx — covers step navigation, API call, error handling, and restart flow

Acceptance Criteria

  • Multi-step wizard UI
  • Calls/reuses risk-adjusted yield scoring logic
  • Explains why each recommendation was selected
  • Tests for conservative, balanced, and aggressive profiles

- Add POST /api/wizard/recommend endpoint that accepts profile
  (conservative/balanced/aggressive), timeHorizon, and liquidity,
  then returns ranked vault suggestions via rankStrategies()
- Map wizard 'aggressive' to internal 'tolerant' DrawdownToleranceProfile
- Apply liquidity and time-horizon multipliers before ranking
- Add DepositWizard multi-step React component embedded in AIAdvisor.tsx
- Add server-side tests covering all three risk profiles
- Add client-side tests covering wizard navigation and API integration
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vercel Bot commented May 27, 2026

@coredevdave-cmd is attempting to deploy a commit to the Edeh Victor's projects Team on Vercel.

A member of the Team first needs to authorize it.

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drips-wave Bot commented May 27, 2026

@coredevdave-cmd Great news! 🎉 Based on an automated assessment of this PR, the linked Wave issue(s) no longer count against your application limits.

You can now already apply to more issues while waiting for a review of this PR. Keep up the great work! 🚀

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@edehvictor
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@coredevdave-cmd kindly resolve conflict

@edehvictor
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@coredevdave-cmd Kindly resolve conflict

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Add Risk-Adjusted Deposit Recommendation Wizard

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