VaultBase

Documentation for eth_defi.vault.base.VaultBase Python class.

class VaultBase

Bases: abc.ABC

Base class for vault protocol adapters.

  • Allows automated interaction with different vault protocols.

  • Contains various abstract methods that the implementation class must override

Supported protocols include

Code exists, but does not confirm the interface yet:

Vault covered functionality

  • Fetching the current balances, deposits or redemptions

  • Get vault information with fetch_info()
    • No standardised data structures or functions yet

  • Build a swap through a vault
    • No standardised data structure yet

  • Update vault position valuations
    • No standardised data structure yet

Integration check list

Integration tests needed for:

  • ☑️ read vault core info

  • ☑️ read vault investors

  • ☑️ read vault share price

  • ☑️ read vault share token

  • ☑️ read all positions

  • ☑️ read NAV

  • ☑️ read pending redemptions to know how much USDC we will need for the next settlement cycles

  • ☑️ deposit integration test

  • ☑️ redemption integration

  • ☑️ swap integration test

  • ☑️ re-valuation integration test

  • ☑️ only asset manager allowed to swap negative test

  • ☑️ only valuation commitee allowed to update vault valuations (if applicable)

  • ☑️ can redeem if enough USDC to settle

  • ☑️ cannot redeem not enough USDC to settle

For code examples see tests/lagoon and tests/velvet on the Github repository.

Parameters

token_cache

Token cache for vault tokens.

Allows to pass eth_defi.token.TokenDiskCache to speed up operations.

Attributes summary

address

Vault contract address.

chain_id

Chain this vault is on

denomination_token

Get the token which denominates the vault valuation

deposit_manager

Deposit manager assocaited with this vault

flow_manager

Flow manager associated with this vault

info

Get info dictionary related to this vault deployment.

name

Vault name.

share_token

ERC-20 that presents vault shares.

symbol

Vault share token symbol

first_seen_at_block

Block number hint when this vault was deployed.

Methods summary

__init__([token_cache])

param token_cache

fetch_denomination_token()

Read denomination token from onchain.

fetch_denomination_token_address()

Get the address for the denomination token.

fetch_deposit_closed_reason()

Get human-readable reason why deposits are closed.

fetch_deposit_next_open()

Get when deposits will next be open.

fetch_info()

Read vault parameters from the chain.

fetch_nav()

Fetch the most recent onchain NAV value.

fetch_portfolio(universe[, block_identifier])

Read the current token balances of a vault.

fetch_redemption_closed_reason()

Get human-readable reason why redemptions are closed.

fetch_redemption_next_open()

Get when withdrawals/redemptions will next be open.

fetch_share_token()

Read share token details onchain.

get_deposit_fee(block_identifier)

Deposit fee is set to zero by default as vaults usually do not have deposit fees.

get_deposit_manager()

Get deposit manager to deposit/redeem from the vault.

get_estimated_lock_up()

What is the estimated lock-up period for this vault.

get_fee_data()

Get fee data structure for this vault.

get_fee_mode()

Get how this vault accounts its fees.

get_flags()

Get various vault state flags from the smart contract.

get_flow_manager()

Get flow manager to read indiviaul settle events.

get_historical_reader(stateful)

Get share price reader to fetch historical returns.

get_link([referral])

Get a link to the vault dashboard on its native site.

get_management_fee(block_identifier)

Get the current management fee as a percent.

get_notes()

Get a human readable message if we know somethign special is going on with this vault.

get_performance_fee(block_identifier)

Get the current performance fee as a percent.

get_protocol_name()

Return the name of the vault protocol.

get_risk()

Get risk profile of this vault.

get_spec()

get_withdraw_fee(block_identifier)

Withdraw fee is set to zero by default as vaults usually do not have withdraw fees.

has_block_range_event_support()

Does this vault support block range-based event queries for deposits and redemptions.

has_custom_fees()

Does this vault have custom fee structure reading methods.

has_deposit_distribution_to_all_positions()

Deposits go automatically to all open positions.

__init__(token_cache=None)
Parameters

token_cache (dict | None) –

Token cache for vault tokens.

Allows to pass eth_defi.token.TokenDiskCache to speed up operations.

first_seen_at_block: int | None

Block number hint when this vault was deployed.

Must be set externally, as because of shitty Ethereum RPC we cannot query this. Allows us to avoid unnecessary work when scanning historical price data.

abstract property chain_id: int

Chain this vault is on

abstract property address: eth_typing.evm.HexAddress

Vault contract address.

  • Often vault protocols need multiple contracts per vault, so what this function returns depends on the protocol

abstract property name: str

Vault name.

abstract property symbol: str

Vault share token symbol

property flow_manager: eth_defi.vault.base.VaultFlowManager

Flow manager associated with this vault

property deposit_manager: eth_defi.vault.deposit_redeem.VaultDepositManager

Deposit manager assocaited with this vault

abstract has_block_range_event_support()

Does this vault support block range-based event queries for deposits and redemptions.

  • If not we use chain balance polling-based approach

Return type

bool

abstract has_deposit_distribution_to_all_positions()

Deposits go automatically to all open positions.

  • Deposits do not land into the vault as cash

  • Instead, smart contracts automatically increase all open positions

  • The behaviour of Velvet Capital

Return type

bool

abstract fetch_portfolio(universe, block_identifier=None)

Read the current token balances of a vault.

  • SHould be supported by all implementations

Parameters
Return type

eth_defi.vault.base.VaultPortfolio

abstract fetch_info()

Read vault parameters from the chain.

Use info() property for cached access.

Return type

eth_defi.vault.base.VaultInfo

abstract get_flow_manager()

Get flow manager to read indiviaul settle events.

Return type

eth_defi.vault.base.VaultFlowManager

abstract get_deposit_manager()

Get deposit manager to deposit/redeem from the vault.

Return type

eth_defi.vault.deposit_redeem.VaultDepositManager

abstract get_historical_reader(stateful)

Get share price reader to fetch historical returns.

Parameters

stateful (bool) – If True, use a stateful reading strategy.

Returns

None if unsupported

Return type

eth_defi.vault.base.VaultHistoricalReader

fetch_denomination_token_address()

Get the address for the denomination token.

Triggers RCP call

Return type

eth_typing.evm.HexAddress

abstract fetch_denomination_token()

Read denomination token from onchain.

Use denomination_token() for cached access.

Return type

eth_defi.token.TokenDetails

abstract fetch_nav()

Fetch the most recent onchain NAV value.

Returns

Vault NAV, denominated in denomination_token()

Return type

decimal.Decimal

property denomination_token: eth_defi.token.TokenDetails | None

Get the token which denominates the vault valuation

  • Used in deposits and redemptions

  • Used in NAV calculation

  • Used in profit benchmarks

  • Usually USDC

Returns

Token wrapper instance.

Maybe None for broken vaults like https://arbiscan.io/address/0x9d0fbc852deccb7dcdd6cb224fa7561efda74411#code

abstract fetch_share_token()

Read share token details onchain.

Use share_token() for cached access.

Return type

eth_defi.token.TokenDetails

property share_token: eth_defi.token.TokenDetails

ERC-20 that presents vault shares.

  • User gets shares on deposit and burns them on redemption

property info: eth_defi.vault.base.VaultInfo

Get info dictionary related to this vault deployment.

  • Get cached data on the various vault parameters

Returns

Vault protocol specific information dictionary

get_protocol_name()

Return the name of the vault protocol.

Return type

str

get_management_fee(block_identifier)

Get the current management fee as a percent.

Internal: Use get_fee_data().

Returns

0.1 = 10%

Parameters

block_identifier (Union[Literal['latest', 'earliest', 'pending', 'safe', 'finalized'], eth_typing.evm.BlockNumber, eth_typing.evm.Hash32, eth_typing.encoding.HexStr, int]) –

Return type

float

get_performance_fee(block_identifier)

Get the current performance fee as a percent.

Internal: Use get_fee_data().

Returns

0.1 = 10%

Parameters

block_identifier (Union[Literal['latest', 'earliest', 'pending', 'safe', 'finalized'], eth_typing.evm.BlockNumber, eth_typing.evm.Hash32, eth_typing.encoding.HexStr, int]) –

Return type

float

has_custom_fees()

Does this vault have custom fee structure reading methods.

Causes risk in the vault comparison.

E.g.

  • Withdraw fee

  • Deposit fee

Returns

True if custom fee reading methods are implemented

Return type

bool

get_deposit_fee(block_identifier)

Deposit fee is set to zero by default as vaults usually do not have deposit fees.

Internal: Use get_fee_data().

Parameters

block_identifier (Union[Literal['latest', 'earliest', 'pending', 'safe', 'finalized'], eth_typing.evm.BlockNumber, eth_typing.evm.Hash32, eth_typing.encoding.HexStr, int]) –

Return type

float | None

get_withdraw_fee(block_identifier)

Withdraw fee is set to zero by default as vaults usually do not have withdraw fees.

Internal: Use get_fee_data().

Parameters

block_identifier (Union[Literal['latest', 'earliest', 'pending', 'safe', 'finalized'], eth_typing.evm.BlockNumber, eth_typing.evm.Hash32, eth_typing.encoding.HexStr, int]) –

Return type

float

get_risk()

Get risk profile of this vault.

Return type

eth_defi.vault.risk.VaultTechnicalRisk | None

get_fee_mode()

Get how this vault accounts its fees.

Return type

eth_defi.vault.fee.VaultFeeMode | None

get_fee_data()

Get fee data structure for this vault.

Raises

ValueError – In the case of broken or unimplemented fee reading methods in the smart contract

Return type

eth_defi.vault.fee.FeeData

get_estimated_lock_up()

What is the estimated lock-up period for this vault.

Returns

None if not know

Return type

datetime.timedelta | None

fetch_deposit_closed_reason()

Get human-readable reason why deposits are closed.

  • Override in protocol-specific subclasses

  • Default behaviour: assume deposits are always open (return None)

Returns

Human-readable string explaining why deposits are closed, or None if deposits are open.

Example reasons:

  • ”Epoch redemption window closed (opens in 14h)”

  • ”Vault paused by admin”

  • ”Max deposit cap reached”

  • ”Vault utilisation too high”

Return type

str | None

fetch_redemption_closed_reason()

Get human-readable reason why redemptions are closed.

  • Override in protocol-specific subclasses

  • Default behaviour: assume redemptions are always open (return None)

Returns

Human-readable string explaining why redemptions are closed, or None if redemptions are open.

Example reasons:

  • ”Epoch funding phase in progress (opens in 2d 5h)”

  • ”Vault paused by admin”

  • ”Vault utilisation too high - insufficient liquidity”

Return type

str | None

fetch_deposit_next_open()

Get when deposits will next be open.

  • For epoch-based vaults (Ostium, D2), return calculated window open time

  • For non-epoch vaults (Plutus, IPOR, Morpho), return None

  • Override in protocol-specific subclasses

Returns

Naive UTC datetime when deposits will next be available, or None if:

  • Deposits are currently open

  • Timing is unpredictable (manually controlled)

  • Protocol does not support timing information

Return type

datetime.datetime | None

fetch_redemption_next_open()

Get when withdrawals/redemptions will next be open.

  • For epoch-based vaults (Ostium, D2), return calculated window open time

  • For non-epoch vaults (Plutus, IPOR, Morpho), return None

  • Override in protocol-specific subclasses

Returns

Naive UTC datetime when withdrawals will next be available, or None if:

  • Withdrawals are currently open

  • Timing is unpredictable (manually controlled)

  • Protocol does not support timing information

Return type

datetime.datetime | None

get_flags()

Get various vault state flags from the smart contract.

  • Override to add status flags

  • Also add flags from our manual flag list in eth_defi.vault.flag

Returns

Flag set.

Do not modify in place.

Return type

set[eth_defi.vault.flag.VaultFlag]

get_notes()

Get a human readable message if we know somethign special is going on with this vault.

Return type

str | None

get_link(referral=None)

Get a link to the vault dashboard on its native site.

  • By default, give RouteScan link

Parameters

referral (str | None) – Optional referral code to append to the URL.

Returns

URL string

Return type

str