@spfunctions/cli 1.7.14 → 1.7.16

package/dist/commands/agent.js

@@ -219,21 +219,37 @@ function createFooterBar(piTui) {
         exchangeOpen = null;
         cachedWidth;
         cachedLines;
+        isExplorer = false;
         setFromContext(ctx, positions) {
-            this.thesisId = (ctx.thesisId || '').slice(0, 8);
-            this.confidence = typeof ctx.confidence === 'number'
-                ? Math.round(ctx.confidence * 100)
-                : (typeof ctx.confidence === 'string' ? Math.round(parseFloat(ctx.confidence) * 100) : 0);
-            this.confidenceDelta = ctx.lastEvaluation?.confidenceDelta
-                ? Math.round(ctx.lastEvaluation.confidenceDelta * 100)
-                : 0;
-            this.edgeCount = (ctx.edges || []).length;
-            const edges = ctx.edges || [];
-            if (edges.length > 0) {
-                const top = [...edges].sort((a, b) => Math.abs(b.edge || b.edgeSize || 0) - Math.abs(a.edge || a.edgeSize || 0))[0];
-                const name = (top.market || top.marketTitle || top.marketId || '').slice(0, 20);
-                const edge = top.edge || top.edgeSize || 0;
-                this.topEdge = `${name} ${edge > 0 ? '+' : ''}${Math.round(edge)}\u00A2`;
+            if (ctx._explorerMode) {
+                this.isExplorer = true;
+                this.thesisId = 'Explorer';
+                this.confidence = 0;
+                this.confidenceDelta = 0;
+                this.edgeCount = (ctx.edges || []).length;
+                const edges = ctx.edges || [];
+                if (edges.length > 0) {
+                    const top = [...edges].sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge))[0];
+                    this.topEdge = `${(top.title || '').slice(0, 20)} +${Math.round(top.edge)}¢`;
+                }
+            }
+            else {
+                this.isExplorer = false;
+                this.thesisId = (ctx.thesisId || '').slice(0, 8);
+                this.confidence = typeof ctx.confidence === 'number'
+                    ? Math.round(ctx.confidence * 100)
+                    : (typeof ctx.confidence === 'string' ? Math.round(parseFloat(ctx.confidence) * 100) : 0);
+                this.confidenceDelta = ctx.lastEvaluation?.confidenceDelta
+                    ? Math.round(ctx.lastEvaluation.confidenceDelta * 100)
+                    : 0;
+                this.edgeCount = (ctx.edges || []).length;
+                const edges = ctx.edges || [];
+                if (edges.length > 0) {
+                    const top = [...edges].sort((a, b) => Math.abs(b.edge || b.edgeSize || 0) - Math.abs(a.edge || a.edgeSize || 0))[0];
+                    const name = (top.market || top.marketTitle || top.marketId || '').slice(0, 20);
+                    const edge = top.edge || top.edgeSize || 0;
+                    this.topEdge = `${name} ${edge > 0 ? '+' : ''}${Math.round(edge)}\u00A2`;
+                }
             }
             if (positions && positions.length > 0) {
                 this.positionCount = positions.length;
@@ -260,23 +276,39 @@ function createFooterBar(piTui) {
             if (this.cachedLines && this.cachedWidth === width)
                 return this.cachedLines;
             this.cachedWidth = width;
-            // Line 1: thesis info
-            const id = C.emerald(this.thesisId);
-            const arrow = this.confidenceDelta > 0 ? '\u25B2' : this.confidenceDelta < 0 ? '\u25BC' : '\u2500';
-            const arrowColor = this.confidenceDelta > 0 ? C.emerald : this.confidenceDelta < 0 ? C.red : C.zinc600;
-            const deltaStr = this.confidenceDelta !== 0 ? ` (${this.confidenceDelta > 0 ? '+' : ''}${this.confidenceDelta})` : '';
-            const conf = arrowColor(`${arrow} ${this.confidence}%${deltaStr}`);
-            let pnl = '';
-            if (this.positionCount > 0) {
-                const pnlStr = this.pnlDollars >= 0
-                    ? C.emerald(`+$${this.pnlDollars.toFixed(2)}`)
-                    : C.red(`-$${Math.abs(this.pnlDollars).toFixed(2)}`);
-                pnl = C.zinc600(`${this.positionCount} pos `) + pnlStr;
-            }
-            const edges = C.zinc600(`${this.edgeCount} edges`);
-            const top = this.topEdge ? C.zinc400(this.topEdge) : '';
+            // Line 1: thesis info (or explorer mode)
             const sep = C.zinc600(' \u2502 ');
-            const line1Parts = [id, conf, pnl, edges, top].filter(Boolean);
+            let line1Parts;
+            if (this.isExplorer) {
+                const id = C.emerald(bold('Explorer'));
+                const edges = C.zinc600(`${this.edgeCount} public edges`);
+                const top = this.topEdge ? C.zinc400(this.topEdge) : '';
+                let pnl = '';
+                if (this.positionCount > 0) {
+                    const pnlStr = this.pnlDollars >= 0
+                        ? C.emerald(`+$${this.pnlDollars.toFixed(2)}`)
+                        : C.red(`-$${Math.abs(this.pnlDollars).toFixed(2)}`);
+                    pnl = C.zinc600(`${this.positionCount} pos `) + pnlStr;
+                }
+                line1Parts = [id, pnl, edges, top].filter(Boolean);
+            }
+            else {
+                const id = C.emerald(this.thesisId);
+                const arrow = this.confidenceDelta > 0 ? '\u25B2' : this.confidenceDelta < 0 ? '\u25BC' : '\u2500';
+                const arrowColor = this.confidenceDelta > 0 ? C.emerald : this.confidenceDelta < 0 ? C.red : C.zinc600;
+                const deltaStr = this.confidenceDelta !== 0 ? ` (${this.confidenceDelta > 0 ? '+' : ''}${this.confidenceDelta})` : '';
+                const conf = arrowColor(`${arrow} ${this.confidence}%${deltaStr}`);
+                let pnl = '';
+                if (this.positionCount > 0) {
+                    const pnlStr = this.pnlDollars >= 0
+                        ? C.emerald(`+$${this.pnlDollars.toFixed(2)}`)
+                        : C.red(`-$${Math.abs(this.pnlDollars).toFixed(2)}`);
+                    pnl = C.zinc600(`${this.positionCount} pos `) + pnlStr;
+                }
+                const edges = C.zinc600(`${this.edgeCount} edges`);
+                const top = this.topEdge ? C.zinc400(this.topEdge) : '';
+                line1Parts = [id, conf, pnl, edges, top].filter(Boolean);
+            }
             let line1 = C.bgZinc800(' ' + truncateToWidth(line1Parts.join(sep), width - 2, '') + ' ');
             const l1vw = visibleWidth(line1);
             if (l1vw < width)
@@ -393,14 +425,18 @@ function renderPositions(positions) {
     return lines.join('\n');
 }
 // ─── Thesis selector (arrow keys + enter, like Claude Code) ─────────────────
-async function selectThesis(theses) {
+async function selectThesis(theses, includeExplorer = false) {
     return new Promise((resolve) => {
         let selected = 0;
-        const items = theses.map((t) => {
+        const items = [];
+        if (includeExplorer) {
+            items.push({ id: '_explorer', conf: -1, title: 'Explorer mode — no thesis, full market access' });
+        }
+        for (const t of theses) {
             const conf = typeof t.confidence === 'number' ? Math.round(t.confidence * 100) : 0;
             const title = (t.rawThesis || t.thesis || t.title || '').slice(0, 55);
-            return { id: t.id, conf, title };
-        });
+            items.push({ id: t.id, conf, title });
+        }
         const write = process.stdout.write.bind(process.stdout);
         // Use alternate screen buffer for clean rendering (like Claude Code)
         write('\x1b[?1049h'); // enter alternate screen
@@ -412,10 +448,16 @@ async function selectThesis(theses) {
                 const item = items[i];
                 const sel = i === selected;
                 const cursor = sel ? '\x1b[38;2;16;185;129m › \x1b[39m' : '   ';
-                const id = sel ? `\x1b[38;2;16;185;129m${item.id.slice(0, 8)}\x1b[39m` : `\x1b[38;2;55;55;60m${item.id.slice(0, 8)}\x1b[39m`;
-                const conf = `\x1b[38;2;55;55;60m${item.conf}%\x1b[39m`;
-                const title = sel ? `\x1b[38;2;160;160;165m${item.title}\x1b[39m` : `\x1b[38;2;80;80;88m${item.title}\x1b[39m`;
-                write(`${cursor}${id}  ${conf}  ${title}\n`);
+                if (item.id === '_explorer') {
+                    const title = sel ? `\x1b[38;2;16;185;129m${item.title}\x1b[39m` : `\x1b[38;2;80;80;88m${item.title}\x1b[39m`;
+                    write(`${cursor}${title}\n`);
+                }
+                else {
+                    const id = sel ? `\x1b[38;2;16;185;129m${item.id.slice(0, 8)}\x1b[39m` : `\x1b[38;2;55;55;60m${item.id.slice(0, 8)}\x1b[39m`;
+                    const conf = `\x1b[38;2;55;55;60m${item.conf}%\x1b[39m`;
+                    const title = sel ? `\x1b[38;2;160;160;165m${item.title}\x1b[39m` : `\x1b[38;2;80;80;88m${item.title}\x1b[39m`;
+                    write(`${cursor}${id}  ${conf}  ${title}\n`);
+                }
             }
             write(`\n  \x1b[38;2;55;55;60m↑↓ navigate · enter select\x1b[39m`);
         }
@@ -507,36 +549,35 @@ async function agentCommand(thesisId, opts) {
     }
     const sfClient = new client_js_1.SFClient();
     // ── Resolve thesis ID (interactive selection if needed) ─────────────────────
-    let resolvedThesisId = thesisId;
+    let resolvedThesisId = thesisId || null;
+    let explorerMode = false;
     if (!resolvedThesisId) {
-        const data = await sfClient.listTheses();
-        const theses = (data.theses || data);
-        const active = theses.filter((t) => t.status === 'active');
+        let active = [];
+        try {
+            const data = await sfClient.listTheses();
+            const theses = (data.theses || data);
+            active = theses.filter((t) => t.status === 'active');
+        }
+        catch {
+            // No API key or network error — explorer mode
+            active = [];
+        }
         if (active.length === 0) {
-            if (!process.stdin.isTTY) {
-                console.error('No active thesis. Create one first: sf create "..."');
-                process.exit(1);
-            }
-            // No theses — offer to create one
-            console.log('\n  No active theses found.\n');
-            const readline = await import('readline');
-            const rl = readline.createInterface({ input: process.stdin, output: process.stdout });
-            const answer = await new Promise(resolve => rl.question('  Enter a thesis to create (or press Enter to exit):\n  > ', resolve));
-            rl.close();
-            if (!answer.trim()) {
-                process.exit(0);
-            }
-            console.log('\n  Creating thesis...\n');
-            const result = await sfClient.createThesis(answer.trim(), true);
-            resolvedThesisId = result.id;
-            console.log(`  ✓ Created: ${result.id?.slice(0, 8)}\n`);
+            // No theses — go straight to explorer mode
+            explorerMode = true;
         }
         else if (active.length === 1) {
             resolvedThesisId = active[0].id;
         }
         else if (process.stdin.isTTY && !opts?.noTui) {
-            // Multiple theses — interactive arrow key selector (TUI only)
-            resolvedThesisId = await selectThesis(active);
+            // Multiple theses — interactive selector with explorer option at top
+            const selected = await selectThesis(active, true);
+            if (selected === '_explorer') {
+                explorerMode = true;
+            }
+            else {
+                resolvedThesisId = selected;
+            }
         }
         else {
             // Non-interactive (--plain, telegram, piped) — use first active
@@ -544,10 +585,18 @@ async function agentCommand(thesisId, opts) {
         }
     }
     // ── Fetch initial context ──────────────────────────────────────────────────
-    let latestContext = await sfClient.getContext(resolvedThesisId);
+    let latestContext;
+    if (explorerMode) {
+        const { fetchGlobalContext } = await import('../client.js');
+        latestContext = await fetchGlobalContext();
+        latestContext._explorerMode = true;
+    }
+    else {
+        latestContext = await sfClient.getContext(resolvedThesisId);
+    }
     // ── Branch: plain-text mode ────────────────────────────────────────────────
     if (opts?.noTui) {
-        return runPlainTextAgent({ openrouterKey, sfClient, resolvedThesisId: resolvedThesisId, latestContext, useProxy, llmBaseUrl, sfApiKey, sfApiUrl, opts });
+        return runPlainTextAgent({ openrouterKey, sfClient, resolvedThesisId: resolvedThesisId || '_explorer', latestContext, useProxy, llmBaseUrl, sfApiKey, sfApiUrl, opts });
     }
     // ── Dynamic imports (all ESM-only packages) ────────────────────────────────
     const piTui = await import('@mariozechner/pi-tui');
@@ -1399,7 +1448,7 @@ async function agentCommand(thesisId, opts) {
         {
             name: 'create_thesis',
             label: 'Create Thesis',
-            description: 'Create a new thesis from a raw thesis statement. Returns the thesis ID, confidence, node count, and edge count.',
+            description: 'Create a new thesis from a raw thesis statement. Returns the thesis ID, confidence, node count, and edge count. In explorer mode, this automatically transitions to thesis mode.',
             parameters: Type.Object({
                 rawThesis: Type.String({ description: 'The raw thesis statement to create' }),
                 webhookUrl: Type.Optional(Type.String({ description: 'Optional webhook URL for notifications' })),
@@ -1410,8 +1459,21 @@ async function agentCommand(thesisId, opts) {
                 const nodeCount = thesis.causalTree?.nodes?.length || 0;
                 const edgeCount = (thesis.edges || []).length;
                 const confidence = typeof thesis.confidence === 'number' ? Math.round(thesis.confidence * 100) : 0;
+                // ── Auto-transition from explorer to thesis mode ──────────────────
+                if (explorerMode && thesis.id) {
+                    explorerMode = false;
+                    resolvedThesisId = thesis.id;
+                    try {
+                        latestContext = await sfClient.getContext(thesis.id);
+                        const newPrompt = buildSystemPrompt(latestContext);
+                        agent.setSystemPrompt(newPrompt);
+                        footerBar.setFromContext(latestContext, initialPositions || undefined);
+                        tui.requestRender();
+                    }
+                    catch { /* context fetch failed, still switch */ }
+                }
                 return {
-                    content: [{ type: 'text', text: `Thesis created.\nID: ${thesis.id}\nConfidence: ${confidence}%\nNodes: ${nodeCount}\nEdges: ${edgeCount}` }],
+                    content: [{ type: 'text', text: `Thesis created.\nID: ${thesis.id}\nConfidence: ${confidence}%\nNodes: ${nodeCount}\nEdges: ${edgeCount}\n\nHeartbeat engine is now monitoring this thesis 24/7. Use /switch ${thesis.id?.slice(0, 8)} to focus on it.` }],
                     details: {},
                 };
             },
@@ -1811,7 +1873,58 @@ ${edgesSummary}
 
 ${ctx.lastEvaluation?.summary ? `Latest evaluation summary: ${ctx.lastEvaluation.summary.slice(0, 300)}` : ''}`;
     }
-    const systemPrompt = buildSystemPrompt(latestContext);
+    function buildExplorerPrompt(ctx) {
+        const config = (0, config_js_1.loadConfig)();
+        const theseCount = ctx.theses?.length || 0;
+        const edgeCount = ctx.edges?.length || 0;
+        const topEdges = (ctx.edges || [])
+            .sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge))
+            .slice(0, 5)
+            .map((e) => `  ${(e.title || '').slice(0, 40)} | ${e.venue || 'kalshi'} | mkt ${e.price}¢ | edge +${e.edge}`)
+            .join('\n') || '  (no edges)';
+        return `You are a prediction market research assistant with access to live data across Kalshi, Polymarket, X/Twitter, and traditional markets.
+
+You are in EXPLORER MODE — not bound to any specific thesis. Help the user research, compare, and understand prediction market data across all sources.
+
+## What you can do
+- Search and compare markets across Kalshi and Polymarket (scan_markets)
+- Answer questions with live market data + LLM synthesis (query)
+- Check traditional market prices — SPY, VIX, gold, oil, bonds (get_markets)
+- Browse public theses and their edges (explore_public)
+- Search X/Twitter for sentiment and breaking news (search_x, x_volume, x_news)
+- Check orderbook depth and liquidity (inspect_book, get_liquidity)
+- View user positions across venues (get_positions)
+- Create a new thesis when the user forms a view (create_thesis)
+
+## CRITICAL: Thesis creation transition
+When the user expresses a market view worth tracking — explicitly ("create a thesis") or implicitly ("I think oil stays above $100", "the war won't end soon") — use create_thesis to create it. After creation, tell the user: "Thesis created. The heartbeat engine is now monitoring this 24/7. Use /switch <id> to focus on it."
+
+## Your analytical framework
+Edge = thesis price - market price. Positive = market underprices.
+Edge types: "consensus_gap" (real disagreement), "attention_gap" (no real pricing), "timing_gap" (market lags), "risk_premium" (settlement risk).
+Price reliability: depth >= 500 = consensus. depth < 100 = unreliable. spread > 5¢ = noisy.
+Always state contract expiry and next catalyst. No catalyst = capital lock risk.
+
+## Your behavioral rules
+- Be concise. Use tools for fresh data. Don't guess prices.
+- You do NOT know the user's positions at start. Call get_positions before discussing trades.
+- If user mentions news, offer to create a thesis or inject a signal if one exists.
+- Don't end with "anything else?"
+- Use Chinese if user writes Chinese, English if English.
+- Prices in cents (¢). P&L in dollars ($).
+
+## Trading status
+${config.tradingEnabled ? 'Trading is ENABLED.' : 'Trading is DISABLED. Tell user: sf setup --enable-trading'}
+
+## Current market snapshot
+Public theses tracked: ${theseCount}
+Top edges across all public theses:
+${topEdges}
+`;
+    }
+    const systemPrompt = explorerMode
+        ? buildExplorerPrompt(latestContext)
+        : buildSystemPrompt(latestContext);
     // ── Create Agent ───────────────────────────────────────────────────────────
     const agent = new Agent({
         initialState: {
@@ -1830,7 +1943,7 @@ ${ctx.lastEvaluation?.summary ? `Latest evaluation summary: ${ctx.lastEvaluation
     // ── Session restore ────────────────────────────────────────────────────────
     let sessionRestored = false;
     if (!opts?.newSession) {
-        const saved = loadSession(resolvedThesisId);
+        const saved = loadSession(resolvedThesisId || '_explorer');
         if (saved?.messages?.length > 0) {
             try {
                 // Clean corrupted messages: empty content, missing role, broken alternation
@@ -1871,7 +1984,7 @@ ${ctx.lastEvaluation?.summary ? `Latest evaluation summary: ${ctx.lastEvaluation
         try {
             const msgs = agent.state.messages;
             if (msgs.length > 0) {
-                saveSession(resolvedThesisId, currentModelName, msgs);
+                saveSession(resolvedThesisId || '_explorer', currentModelName, msgs);
             }
         }
         catch { /* best-effort save */ }
@@ -2015,29 +2128,58 @@ ${ctx.lastEvaluation?.summary ? `Latest evaluation summary: ${ctx.lastEvaluation
             }
             case '/tree': {
                 addSpacer();
-                // Refresh context first
-                try {
-                    latestContext = await sfClient.getContext(resolvedThesisId);
-                    addSystemText(C.zinc200(bold('Causal Tree')) + '\n' + renderCausalTree(latestContext, piTui));
+                if (explorerMode) {
+                    addSystemText(C.zinc400('No thesis selected. Use /switch <id> to pick one, or ask me to create one.'));
                 }
-                catch (err) {
-                    addSystemText(C.red(`Error: ${err.message}`));
+                else {
+                    try {
+                        latestContext = await sfClient.getContext(resolvedThesisId);
+                        addSystemText(C.zinc200(bold('Causal Tree')) + '\n' + renderCausalTree(latestContext, piTui));
+                    }
+                    catch (err) {
+                        addSystemText(C.red(`Error: ${err.message}`));
+                    }
                 }
                 addSpacer();
                 return true;
             }
             case '/edges': {
                 addSpacer();
-                try {
-                    latestContext = await sfClient.getContext(resolvedThesisId);
-                    // Attach cached positions for display
-                    if (cachedPositions) {
-                        latestContext._positions = cachedPositions;
+                if (explorerMode) {
+                    // Show global public edges
+                    try {
+                        const { fetchGlobalContext } = await import('../client.js');
+                        const global = await fetchGlobalContext();
+                        const edges = (global.edges || []).sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge)).slice(0, 10);
+                        if (edges.length === 0) {
+                            addSystemText(C.zinc400('No public edges available.'));
+                        }
+                        else {
+                            const lines = edges.map((e) => {
+                                const name = (e.title || '').slice(0, 35).padEnd(35);
+                                const venue = (e.venue || 'kalshi').padEnd(5);
+                                const mkt = String(Math.round(e.price || 0)).padStart(3) + '¢';
+                                const edge = '+' + Math.round(e.edge || 0);
+                                return `  ${C.zinc400(name)} ${C.zinc600(venue)} ${C.zinc400(mkt)}  ${C.emerald(edge.padStart(4))}`;
+                            }).join('\n');
+                            addSystemText(C.zinc200(bold('Public Edges')) + '\n' + lines);
+                        }
+                    }
+                    catch (err) {
+                        addSystemText(C.red(`Error: ${err.message}`));
                     }
-                    addSystemText(C.zinc200(bold('Edges')) + '\n' + renderEdges(latestContext, piTui));
                 }
-                catch (err) {
-                    addSystemText(C.red(`Error: ${err.message}`));
+                else {
+                    try {
+                        latestContext = await sfClient.getContext(resolvedThesisId);
+                        if (cachedPositions) {
+                            latestContext._positions = cachedPositions;
+                        }
+                        addSystemText(C.zinc200(bold('Edges')) + '\n' + renderEdges(latestContext, piTui));
+                    }
+                    catch (err) {
+                        addSystemText(C.red(`Error: ${err.message}`));
+                    }
                 }
                 addSpacer();
                 return true;
@@ -2068,6 +2210,11 @@ ${ctx.lastEvaluation?.summary ? `Latest evaluation summary: ${ctx.lastEvaluation
             }
             case '/eval': {
                 addSpacer();
+                if (explorerMode) {
+                    addSystemText(C.zinc400('No thesis selected. Use /switch <id> to pick one, or ask me to create one.'));
+                    addSpacer();
+                    return true;
+                }
                 addSystemText(C.zinc600('Triggering evaluation...'));
                 tui.requestRender();
                 try {
@@ -2533,6 +2680,34 @@ Output a structured summary. Be concise but preserve every important detail —
     // ── Welcome dashboard builder ────────────────────────────────────────────
     function buildWelcomeDashboard(ctx, positions) {
         const lines = [];
+        // ── Explorer mode welcome ──────────────────────────────────────────────
+        if (ctx._explorerMode) {
+            const edgeCount = ctx.edges?.length || 0;
+            const theseCount = ctx.theses?.length || 0;
+            lines.push(C.zinc600('\u2500'.repeat(55)));
+            lines.push(' ' + C.emerald(bold('Explorer mode')) + C.zinc600(' — full market access, no thesis'));
+            lines.push(' ' + C.zinc600(`${theseCount} public theses  \u2502  ${edgeCount} edges tracked`));
+            lines.push(C.zinc600('\u2500'.repeat(55)));
+            // Show top public edges
+            const edges = ctx.edges || [];
+            if (edges.length > 0) {
+                const sorted = [...edges].sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge)).slice(0, 5);
+                lines.push(' ' + C.zinc400(bold('TOP PUBLIC EDGES')) + C.zinc600('                    mkt   edge'));
+                for (const e of sorted) {
+                    const name = (e.title || '').slice(0, 30).padEnd(30);
+                    const mkt = String(Math.round(e.price || 0)).padStart(3) + '\u00A2';
+                    const edge = e.edge || 0;
+                    const edgeStr = '+' + Math.round(edge);
+                    const edgeColor = Math.abs(edge) >= 15 ? C.emerald : Math.abs(edge) >= 8 ? C.amber : C.zinc400;
+                    lines.push(`  ${C.zinc400(name)} ${C.zinc400(mkt)}  ${edgeColor(edgeStr.padStart(4))}`);
+                }
+            }
+            lines.push(C.zinc600('\u2500'.repeat(55)));
+            lines.push(' ' + C.zinc600('Ask anything, or describe a view to create a thesis.'));
+            lines.push(C.zinc600('\u2500'.repeat(55)));
+            return lines.join('\n');
+        }
+        // ── Thesis mode welcome (existing) ────────────────────────────────────
         const thesisText = ctx.thesis || ctx.rawThesis || 'N/A';
         const truncated = thesisText.length > 100 ? thesisText.slice(0, 100) + '...' : thesisText;
         const conf = typeof ctx.confidence === 'number'
@@ -2630,25 +2805,26 @@ Output a structured summary. Be concise but preserve every important detail —
         }
         // absDelta === 0: truly nothing changed, stay silent
     }
-    // ── Start heartbeat polling ───────────────────────────────────────────────
-    heartbeatPollTimer = setInterval(async () => {
-        try {
-            const delta = await sfClient.getChanges(resolvedThesisId, lastPollTimestamp);
-            lastPollTimestamp = new Date().toISOString();
-            if (!delta.changed)
-                return;
-            if (isProcessing || pendingPrompt) {
-                // Agent is busy — queue for delivery after agent_end
-                pendingHeartbeatDelta = delta;
+    // ── Start heartbeat polling (thesis mode only) ──────────────────────────
+    if (!explorerMode)
+        heartbeatPollTimer = setInterval(async () => {
+            try {
+                const delta = await sfClient.getChanges(resolvedThesisId, lastPollTimestamp);
+                lastPollTimestamp = new Date().toISOString();
+                if (!delta.changed)
+                    return;
+                if (isProcessing || pendingPrompt) {
+                    // Agent is busy — queue for delivery after agent_end
+                    pendingHeartbeatDelta = delta;
+                }
+                else {
+                    handleHeartbeatDelta(delta);
+                }
             }
-            else {
-                handleHeartbeatDelta(delta);
+            catch {
+                // Silent — don't spam errors from background polling
             }
-        }
-        catch {
-            // Silent — don't spam errors from background polling
-        }
-    }, 60_000); // every 60 seconds
+        }, 60_000); // every 60 seconds
     // ── Start TUI ──────────────────────────────────────────────────────────────
     tui.start();
 }
@@ -3487,17 +3663,49 @@ async function runPlainTextAgent(params) {
     }
     // ── System prompt ─────────────────────────────────────────────────────────
     const ctx = latestContext;
-    const edgesSummary = ctx.edges
-        ?.sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge))
-        .slice(0, 5)
-        .map((e) => `  ${(e.market || '').slice(0, 40)} | ${e.venue || 'kalshi'} | mkt ${e.marketPrice}\u00A2 | edge ${e.edge > 0 ? '+' : ''}${e.edge}`)
-        .join('\n') || '  (no edges)';
-    const nodesSummary = ctx.causalTree?.nodes
-        ?.filter((n) => n.depth === 0)
-        .map((n) => `  ${n.id} ${(n.label || '').slice(0, 40)} \u2014 ${Math.round(n.probability * 100)}%`)
-        .join('\n') || '  (no causal tree)';
-    const conf = typeof ctx.confidence === 'number' ? Math.round(ctx.confidence * 100) : 0;
-    const systemPrompt = `You are a prediction market trading assistant. Your job is not to please the user — it is to help them see reality clearly and make correct trading decisions.
+    const isExplorerPlain = ctx._explorerMode || resolvedThesisId === '_explorer';
+    let systemPrompt;
+    if (isExplorerPlain) {
+        const topEdges = (ctx.edges || [])
+            .sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge))
+            .slice(0, 5)
+            .map((e) => `  ${(e.title || '').slice(0, 40)} | ${e.venue || 'kalshi'} | +${e.edge}`)
+            .join('\n') || '  (no edges)';
+        systemPrompt = `You are a prediction market research assistant in EXPLORER MODE — not bound to any thesis.
+
+## What you can do
+- query: LLM-enhanced market search
+- scan_markets: search Kalshi + Polymarket
+- get_markets: traditional markets (SPY, VIX, gold, oil)
+- explore_public: browse public theses
+- search_x, x_volume, x_news: X/Twitter signals
+- get_positions: portfolio positions
+- create_thesis: create a thesis when user forms a view
+
+## CRITICAL: When the user expresses a view worth tracking, use create_thesis. After creation, confirm and continue with the new thesis context.
+
+## Rules
+- Be concise. Use tools for fresh data.
+- Use Chinese if user writes Chinese, English if English.
+- Prices in cents (¢). P&L in dollars ($).
+${config.tradingEnabled ? '- Trading ENABLED.' : '- Trading DISABLED.'}
+
+## Market snapshot
+Public edges:
+${topEdges}`;
+    }
+    else {
+        const edgesSummary = ctx.edges
+            ?.sort((a, b) => Math.abs(b.edge) - Math.abs(a.edge))
+            .slice(0, 5)
+            .map((e) => `  ${(e.market || '').slice(0, 40)} | ${e.venue || 'kalshi'} | mkt ${e.marketPrice}\u00A2 | edge ${e.edge > 0 ? '+' : ''}${e.edge}`)
+            .join('\n') || '  (no edges)';
+        const nodesSummary = ctx.causalTree?.nodes
+            ?.filter((n) => n.depth === 0)
+            .map((n) => `  ${n.id} ${(n.label || '').slice(0, 40)} \u2014 ${Math.round(n.probability * 100)}%`)
+            .join('\n') || '  (no causal tree)';
+        const conf = typeof ctx.confidence === 'number' ? Math.round(ctx.confidence * 100) : 0;
+        systemPrompt = `You are a prediction market trading assistant. Your job is not to please the user — it is to help them see reality clearly and make correct trading decisions.
 
 ## Framework
 Edge = thesis price - market price. Positive = market underprices. executableEdge = edge minus spread.
@@ -3540,6 +3748,7 @@ Top edges:
 ${edgesSummary}
 
 ${ctx.lastEvaluation?.summary ? `Latest eval: ${ctx.lastEvaluation.summary.slice(0, 300)}` : ''}`;
+    }
     // ── Create agent ──────────────────────────────────────────────────────────
     const agent = new Agent({
         initialState: { systemPrompt, model, tools, thinkingLevel: 'off' },
@@ -3582,11 +3791,19 @@ ${ctx.lastEvaluation?.summary ? `Latest eval: ${ctx.lastEvaluation.summary.slice
         }
     });
     // ── Welcome ───────────────────────────────────────────────────────────────
-    const thesisText = ctx.thesis || ctx.rawThesis || 'N/A';
-    console.log(`SF Agent — ${resolvedThesisId.slice(0, 8)} | ${conf}% | ${currentModelName}`);
-    console.log(`Thesis: ${thesisText.length > 100 ? thesisText.slice(0, 100) + '...' : thesisText}`);
-    console.log(`Edges: ${(ctx.edges || []).length} | Status: ${ctx.status}`);
-    console.log('Type /help for commands, /exit to quit.\n');
+    if (isExplorerPlain) {
+        console.log(`SF Agent — Explorer mode | ${currentModelName}`);
+        console.log(`Public edges: ${(ctx.edges || []).length}`);
+        console.log('Ask anything about prediction markets. Type /help for commands, /exit to quit.\n');
+    }
+    else {
+        const thesisText = ctx.thesis || ctx.rawThesis || 'N/A';
+        const plainConf = typeof ctx.confidence === 'number' ? Math.round(ctx.confidence * 100) : 0;
+        console.log(`SF Agent — ${resolvedThesisId.slice(0, 8)} | ${plainConf}% | ${currentModelName}`);
+        console.log(`Thesis: ${thesisText.length > 100 ? thesisText.slice(0, 100) + '...' : thesisText}`);
+        console.log(`Edges: ${(ctx.edges || []).length} | Status: ${ctx.status}`);
+        console.log('Type /help for commands, /exit to quit.\n');
+    }
     // ── REPL loop ─────────────────────────────────────────────────────────────
     const rl = readline.createInterface({ input: process.stdin, output: process.stdout, prompt: '> ' });
     rl.prompt();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@spfunctions/cli",
-  "version": "1.7.14",
+  "version": "1.7.16",
   "description": "Prediction market intelligence CLI. Causal thesis model, 24/7 Kalshi/Polymarket scan, live orderbook, edge detection. Interactive agent mode with tool calling.",
   "bin": {
     "sf": "./dist/index.js"