/** * Série de odds Polymarket + divergência mercado × pesquisa do Reino Unido 2024. * Mercado "Which party wins the most seats after UK Election?" × voto por partido nas pesquisas. * Via função Vercel/EUA. Molde Canadá (FPTP, partido×partido). Reprodutível e local. * Saída: data/uk-market-odds-timeseries.csv, data/uk-divergence-timeseries.csv */ import { readFileSync, writeFileSync, mkdirSync } from 'fs' import { join } from 'path' const ROOT = process.cwd() const OUT = join(ROOT, 'data'); mkdirSync(OUT, { recursive: true }) const csv = (rows) => rows.map((r) => r.map((v) => { const s = String(v ?? ''); return /[",\n]/.test(s) ? `"${s.replace(/"/g, '""')}"` : s }).join(',')).join('\n') + '\n' const num = (s) => { const m = String(s).replace(/,/g, '').match(/-?\d+(?:\.\d+)?/); return m ? parseFloat(m[0]) : null } const ELECTION = '2024-07-04' // Mercado lista: Labour, Conservative, Lib Dems, Reform, Other. Cruzam com a pesquisa: os 4 partidos // nomeados (Other é agregado, fica só na série de odds; Green/SNP/Plaid Cymru existem na pesquisa mas // não têm mercado próprio aqui). const CANON = [ ['labour', 'Labour'], ['conservative', 'Conservative'], ['lib dem', 'Lib Dems'], ['liberal democrat', 'Lib Dems'], ['reform', 'Reform'], ['other', 'Other'], ] const canon = (s) => { const t = String(s || '').toLowerCase(); for (const [k, v] of CANON) if (t.includes(k)) return v; return null } const CROSS = new Set(['Labour', 'Conservative', 'Lib Dems', 'Reform']) // partidos com mercado E pesquisa const isoOf = (t) => new Date(t * 1000).toISOString().slice(0, 10) const raw = JSON.parse(readFileSync(join(OUT, 'uk-poly-raw.json'), 'utf-8')) const odds = [] let droppedResolution = 0 for (const m of raw.odds || []) { const name = canon(m.candidate); if (!name || !Array.isArray(m.history) || !m.history.length) continue const byDay = new Map() for (const pt of m.history) { const d = isoOf(pt.t); if (d > ELECTION) { droppedResolution++; continue } byDay.set(d, pt.p) } // corta resolução pós-eleição (spike Reform 05/jul) for (const [date, p] of byDay) odds.push({ date, candidate: name, pct: Math.round(p * 1000) / 10, volume: Math.round(m.volume || 0) }) } odds.sort((a, b) => a.date === b.date ? b.pct - a.pct : a.date.localeCompare(b.date)) writeFileSync(join(OUT, 'uk-market-odds-timeseries.csv'), csv([['date', 'party', 'polymarket_pct', 'volume_usd'], ...odds.map((o) => [o.date, o.candidate, o.pct, o.volume])])) console.log(`📈 market-odds: ${odds.length} linhas, ${new Set(odds.map((o) => o.date)).size} datas, ${new Set(odds.map((o) => o.candidate)).size} séries (${odds[0]?.date}→${odds[odds.length - 1]?.date}); pontos pós-eleição descartados: ${droppedResolution}`) const idx = {} for (const o of odds) (idx[o.candidate] ||= []).push({ date: o.date, pct: o.pct }) for (const k in idx) idx[k].sort((a, b) => a.date.localeCompare(b.date)) const mAt = (k, d) => { const a = idx[k]; if (!a) return null; let best = null; for (const e of a) { if (e.date <= d) best = e; else break } return best } const marketStart = odds.reduce((min, o) => o.date < min ? o.date : min, '9999') const splitCsv = (l) => { const o = []; let c = '', q = false; for (const ch of l) { if (ch === '"') q = !q; else if (ch === ',' && !q) { o.push(c); c = '' } else c += ch } o.push(c); return o } const lines = readFileSync(join(ROOT, 'polls', 'uk-polls.csv'), 'utf-8').trim().split('\n').slice(1) const dv = [['poll_date', 'pollster', 'party', 'poll_pct', 'polymarket_pct', 'polymarket_date', 'divergence_pp']] let matched = 0, preMarket = 0 for (const ln of lines) { const c = splitCsv(ln); const poll_date = c[0], pollster = c[2], party = c[4], poll = num(c[6]) const k = canon(party); if (!k || !CROSS.has(k) || poll == null) continue const m = mAt(k, poll_date); if (!m) { if (poll_date < marketStart) preMarket++; continue } dv.push([poll_date, pollster, k, poll, m.pct, m.date, Math.round((m.pct - poll) * 100) / 100]); matched++ } writeFileSync(join(OUT, 'uk-divergence-timeseries.csv'), csv(dv)) console.log(`📊 divergence: ${matched} linhas (voto por partido × mercado "vence mais cadeiras"); pesquisas pré-mercado (antes de ${marketStart}) descartadas no join: ${preMarket}`) // verificação da tese: pesquisa mais recente × mercado na mesma data, por partido cruzado console.log('--- CHECK (última pesquisa de cada partido × mercado no dia) ---') for (const k of CROSS) { const last = dv.filter((r) => r[2] === k).slice(-1)[0] if (last) console.log(` ${k.padEnd(13)} pesquisa ${last[3]}% × mercado ${last[4]}% → divergência ${last[6]}pp (${last[0]})`) }