TONCO implementation

seasons/S7_defi_scores.md

@@ -106,6 +106,15 @@ TVL originated after CES/Ston.fi CES-TON LP/DeDust CES-TON LP deposits, so it is
 
 Coffin protocol is based on EVAA protocol and uses dedicated router contract EQBozwKVDya9IL3Kw4mR5AQph4yo15EuMdyX8nLljeaUxrpM. Each user can provide liquidity using supply method (and also withdraw it later using withdraw). For each wallet TVL impact is calculated based on amount supplied - amount withdrawn.
 
+### TONCO
+
+TONCO is a CLMM DEX and every time user provides liquidity to the pool, new NFT is minted. 
+User can withdraw entire amount of liquidity at any time, when it is done, liquidity goes back to the user
+and NFT marked as init=false. So to get all active liqudity positions by the user we are getting all NFTs
+from collections owner by [router contract](https://tonviewer.com/EQC_-t0nCnOFMdp7E7qPxAOCbCWGFz-e3pwxb6tTvFmshjt5)
+and init=true. Next we are extracting initial liquidity transfers during the NFT mint transaction chain
+and estimating that liquidity in USD based on the price of the assets at the time of the transaction.
+
 
 Full list of participants and their impact on TVL could be obtained by [this query](sql/s7_defi_tvl.sql).
 
@@ -130,4 +139,5 @@ Full list of participants and their impact on TVL could be obtained by [this que
 |TonStable|TVL|15|
 |TON Hedge|TVL|10|
 |swap.coffee|TVL|10|
-|Coffin|TVL|20|
+|Coffin|TVL|20|
+|TONCO|TVL|11|

seasons/sql/s7_defi_tvl.sql

@@ -308,6 +308,73 @@ order by now desc limit 1)
   select address, floor(sum(volume_usd) / 20.) * 20 as tvl_impact
   from coffin_totals
   group by 1
+),
+-- TONCO
+tonco_collections as (
+  -- get all NFT pools owner by the router
+  select  address from public.nft_collections nc where 
+  owner_address ='0:BFFADD270A738531DA7B13BA8FC403826C2586173F9EDE9C316FAB53BC59AC86'
+), tonco_positions as (
+  -- get all NFT positions which is active now (init=true)
+  select address, owner_address from public.nft_items ni 
+  where collection_address in (select * from tonco_collections) and init
+), tonco_positions_first_tx as (
+  -- get first transaction for every NFT position. This tx will be a part of mint tx chain
+  -- to get the first transaction we will filter by end_status and orig_status and also filter 
+  -- on the season period, so mints out of the season time range will be nulls
+  select *, (select trace_id from transactions t where t.account = p.address and orig_status != 'active' 
+  and end_status = 'active' 
+  and now > 1732705200 and
+  and now < 1734433200
+  order by lt asc limit 1) from tonco_positions p
+), jetton_transfers as (
+  -- now we need to get all liquidity transfers from the LP owner in the same tx chain (trace_id)
+  -- so let's take all successful jetton transfers with the same trace_id
+  select p.owner_address, p.trace_id, jt.amount, jt.jetton_master_address, tx_now from public.jetton_transfers jt 
+  join tonco_positions_first_tx p on p.trace_id = jt.trace_id and p.owner_address = jt.source
+  where p.trace_id is not null -- filter out mints outside of the season time range
+  and not jt.tx_aborted
+), jetton_liquidity_transfers as (
+  -- estimate liquidity amount in USD
+  select owner_address, trace_id, (
+  case
+  -- special case - USDT, always 1$
+  when jetton_master_address = '0:B113A994B5024A16719F69139328EB759596C38A25F59028B146FECDC3621DFE' 
+      then 1
+    -- for all other jettons let's get latest agg price just before the event
+    else (select price_usd from prices.agg_prices ap where 
+        ap.base = jetton_master_address and
+        price_time < tx_now
+        order by price_time desc limit 1)
+  end
+  ) * amount / 1e6 as amount_usd from jetton_transfers
+), unique_traces as (
+  -- prepare all unique traces
+  select distinct owner_address, trace_id from jetton_liquidity_transfers
+),
+pton_transfers as (
+  -- unfortunately, wrapped TON by TONCO doesn't comply with TEP-74 and it is missing from the previous filter.
+  -- so to get it we will extract all 0x01f3835d messages (pTON) from the same tx chain (the same trace_id)
+  -- each messages carries some gas amount (~0.5TON) so we will substract it from the message value
+  select owner_address, trace_id, 
+  (
+    select (greatest(0, value - 5e8)) / 1e9 * (select price from prices.ton_price tp where 
+      tp.price_ts < m.created_at order by tp.price_ts desc limit 1) 
+    as amount_usd  from trace_edges te -- using trace_adges to get all messages
+    join messages m  on m.tx_hash  =te.left_tx and direction = 'in'
+    where te.trace_id = unique_traces.trace_id 
+  and opcode = 32736093 -- 0x01f3835d
+  ) as amount_usd
+  from unique_traces
+), liquidity_transfers as (
+  -- combine jettons and TON transfers
+  select owner_address, amount_usd from pton_transfers where amount_usd is not null
+  union all
+  select owner_address, amount_usd from jetton_liquidity_transfers where amount_usd is not null
+), tonco_impact as (
+  -- final calculation of impact
+  select owner_address as address, floor(sum(amount_usd) / 20.) * 11 as tvl_impact
+  from liquidity_transfers group by 1
 ), all_projects_impact as (
  select 'jVault' as project, * from jvault_impact
    union all
@@ -328,6 +395,8 @@ order by now desc limit 1)
  select 'swap.coffee' as project, * from swapcoffee_impact
    union all
  select 'Coffin' as project, * from coffin_impact
+   union all
+ select 'TONCO' as project, * from tonco_impact
 ), all_projects_degen_only as (
 select p.* from all_projects_impact p
 join tol.enrollment_degen ed on ed.address = p.address