fix: run Surplus seller continuously

supplier/.env.example

@@ -145,9 +145,10 @@ OPENROUTER_CAPACITY_BASE_URL=https://openrouter.ai/api
 SURPLUS_SELLER_WALLET=0x0000000000000000000000000000000000000000
 SURPLUS_PAYOUT_ADDRESS=0x0000000000000000000000000000000000000000
 # The controller discovers all fixed-price text models and selects one by
-# current demand. It keeps only one active proof offer.
-SURPLUS_PER_OFFER_CAP_USD=1.00
-SURPLUS_AGGREGATE_CAP_USD=1.00
+# current demand. It keeps only one active offer. At the default 490 bps
+# recovery floor, a $0.05 seller cap bounds upstream spend near $1.02 per day.
+SURPLUS_PER_OFFER_CAP_USD=0.05
+SURPLUS_AGGREGATE_CAP_USD=0.05
 SURPLUS_OPENROUTER_RESERVE_USD=1.00
 SURPLUS_OPENROUTER_MAX_LIMIT_USD=20.00
 SURPLUS_MIN_RECOVERY_BPS=490

supplier/src/surplus/config.ts

@@ -72,11 +72,11 @@ export function loadSurplusManagerConfig(
     providerBaseUrl,
     capacityBaseUrl,
     perOfferCapUsd: usd(
-      env.SURPLUS_PER_OFFER_CAP_USD ?? "1.00",
+      env.SURPLUS_PER_OFFER_CAP_USD ?? "0.05",
       "SURPLUS_PER_OFFER_CAP_USD",
     ),
     aggregateCapUsd: usd(
-      env.SURPLUS_AGGREGATE_CAP_USD ?? "1.00",
+      env.SURPLUS_AGGREGATE_CAP_USD ?? "0.05",
       "SURPLUS_AGGREGATE_CAP_USD",
     ),
     sellerWallet,

supplier/src/surplus/controller.ts

@@ -212,7 +212,12 @@ export class SurplusSellerController {
     }
 
     const allowance = await this.allowance.readAllowance();
-    this.assertAllowance(allowance, parseUsdDecimal(this.config.aggregateCapUsd, "ceil"));
+    this.assertAllowance(
+      allowance,
+      this.providerExposureUsdNanos(
+        parseUsdDecimal(this.config.aggregateCapUsd, "ceil"),
+      ),
+    );
     const [discovered, markets] = await Promise.all([
       this.client.discoverModels(
         this.config.providerApiKey,
@@ -444,7 +449,9 @@ export class SurplusSellerController {
     const allowance = await this.allowance.readAllowance();
     this.assertAllowance(
       allowance,
+      this.providerExposureUsdNanos(
         parseUsdDecimal(this.config.perOfferCapUsd, "ceil"),
+      ),
     );
     const baselineAllowance = BigInt(
       currentState.intent.baselineRemainingUsdNanos,
@@ -452,7 +459,9 @@ export class SurplusSellerController {
     const providerSpend = baselineAllowance > allowance.remainingUsdNanos
       ? baselineAllowance - allowance.remainingUsdNanos
       : 0n;
-    const spendCap = parseUsdDecimal(this.config.perOfferCapUsd, "ceil");
+    const spendCap = this.providerExposureUsdNanos(
+      parseUsdDecimal(this.config.perOfferCapUsd, "ceil"),
+    );
     if (this.config.stopAfterTrades > 0 && providerSpend >= spendCap) {
       const stopping: SurplusControllerState = {
         version: 1,
@@ -684,6 +693,12 @@ export class SurplusSellerController {
     }
   }
 
+  private providerExposureUsdNanos(sellerCapUsdNanos: bigint): bigint {
+    const numerator = sellerCapUsdNanos * 10_000n;
+    const denominator = BigInt(this.config.recoveryBps);
+    return (numerator + denominator - 1n) / denominator;
+  }
+
   private assertAllowance(
     allowance: OpenRouterKeyAllowance,
     exposureUsdNanos: bigint,

tests/unit/surplus-controller.test.ts

@@ -27,8 +27,8 @@ function config(): SurplusManagerConfig {
     providerApiKey: "sk-or-v1-test",
     providerBaseUrl: "https://openrouter.ai/api/v1",
     capacityBaseUrl: "https://openrouter.ai/api",
-    perOfferCapUsd: "1.00",
-    aggregateCapUsd: "1.00",
+    perOfferCapUsd: "0.05",
+    aggregateCapUsd: "0.05",
     sellerWallet: SELLER_WALLET,
     payoutAddress: SELLER_WALLET,
     maxCandidateOrderBooks: 10,
@@ -236,7 +236,7 @@ describe("SurplusSellerController", () => {
     expect(client.createdPayload).toMatchObject({
       model: "beta-model",
       costMultiplier: 0.04995,
-      dailyCapUsd: 1,
+      dailyCapUsd: 0.05,
       payoutAddress: SELLER_WALLET,
     });
     expect(store.state.phase).toBe("active");
@@ -316,7 +316,7 @@ describe("SurplusSellerController", () => {
       model: "beta-model",
       sellerBaseUrl: "https://openrouter.ai/api/v1",
       status: "inactive",
-      capDailyUsd: 1,
+      capDailyUsd: 0.05,
       costMultiplierPpm: 49_950,
       inputMicroUsdPer1m: 3_972,
       outputMicroUsdPer1m: 7_944,
@@ -331,7 +331,7 @@ describe("SurplusSellerController", () => {
         costMultiplierPpm: 49_950,
         inputMicroUsdPer1m: 3_972,
         outputMicroUsdPer1m: 7_944,
-        dailyCapUsd: 1,
+        dailyCapUsd: 0.05,
         baselineRemainingUsdNanos: "20000000000",
         idempotencyKey: "create-1",
         createdAt: "2026-08-27T10:00:00.000Z",