opencandle 0.1.0 → 0.2.0

package/dist/infra/cache.d.ts

@@ -1,6 +1,28 @@
+export interface StaleResult<T> {
+    value: T;
+    stale: true;
+    cachedAt: number;
+}
 export declare class Cache {
     private store;
+    private lastStaleHit;
+    private lastStaleCachedAt;
     get<T>(key: string): T | undefined;
+    /**
+     * Return an expired entry if it exists and is within the stale limit.
+     * Unlike get(), this does not require the entry to be within its TTL.
+     * Entries beyond the stale limit are deleted.
+     */
+    getStale<T>(key: string, staleLimitMs: number): StaleResult<T> | undefined;
+    /**
+     * Consume the stale flag set by the last getStale() hit.
+     * Returns { stale: true, cachedAt } if the last getStale() found data,
+     * then resets the flag. Used by wrapProvider to propagate stale metadata.
+     */
+    consumeStaleFlag(): {
+        stale: boolean;
+        cachedAt: number;
+    };
     set<T>(key: string, value: T, ttlMs: number): void;
     invalidate(pattern: string): void;
     clear(): void;
@@ -16,3 +38,11 @@ export declare const TTL: {
     readonly OPTIONS_CHAIN: 120000;
     readonly CRUMB: 900000;
 };
+export declare const STALE_LIMIT: {
+    readonly QUOTE: number;
+    readonly HISTORY: number;
+    readonly FUNDAMENTALS: number;
+    readonly MACRO: number;
+    readonly SENTIMENT: 3600000;
+    readonly OPTIONS_CHAIN: number;
+};

package/dist/infra/cache.js

@@ -1,17 +1,45 @@
 export class Cache {
     store = new Map();
+    lastStaleHit = false;
+    lastStaleCachedAt = 0;
     get(key) {
         const entry = this.store.get(key);
         if (!entry)
             return undefined;
-        if (Date.now() > entry.expiresAt) {
+        if (Date.now() > entry.expiresAt)
+            return undefined;
+        return entry.value;
+    }
+    /**
+     * Return an expired entry if it exists and is within the stale limit.
+     * Unlike get(), this does not require the entry to be within its TTL.
+     * Entries beyond the stale limit are deleted.
+     */
+    getStale(key, staleLimitMs) {
+        const entry = this.store.get(key);
+        if (!entry)
+            return undefined;
+        if (Date.now() > entry.cachedAt + staleLimitMs) {
             this.store.delete(key);
             return undefined;
         }
-        return entry.value;
+        this.lastStaleHit = true;
+        this.lastStaleCachedAt = entry.cachedAt;
+        return { value: entry.value, stale: true, cachedAt: entry.cachedAt };
+    }
+    /**
+     * Consume the stale flag set by the last getStale() hit.
+     * Returns { stale: true, cachedAt } if the last getStale() found data,
+     * then resets the flag. Used by wrapProvider to propagate stale metadata.
+     */
+    consumeStaleFlag() {
+        const result = { stale: this.lastStaleHit, cachedAt: this.lastStaleCachedAt };
+        this.lastStaleHit = false;
+        this.lastStaleCachedAt = 0;
+        return result;
     }
     set(key, value, ttlMs) {
-        this.store.set(key, { value, expiresAt: Date.now() + ttlMs });
+        this.store.set(key, { value, expiresAt: Date.now() + ttlMs, cachedAt: Date.now() });
     }
     invalidate(pattern) {
         for (const key of this.store.keys()) {
@@ -39,4 +67,13 @@ export const TTL = {
     OPTIONS_CHAIN: 120_000, // 2 minutes
     CRUMB: 900_000, // 15 minutes
 };
+// Stale limits — how long past TTL expiry a cached value is still useful as fallback
+export const STALE_LIMIT = {
+    QUOTE: 15 * 60_000, // 15 minutes
+    HISTORY: 24 * 3_600_000, // 24 hours
+    FUNDAMENTALS: 7 * 86_400_000, // 7 days
+    MACRO: 24 * 3_600_000, // 24 hours
+    SENTIMENT: 3_600_000, // 1 hour
+    OPTIONS_CHAIN: 30 * 60_000, // 30 minutes
+};
 //# sourceMappingURL=cache.js.map

package/dist/infra/cache.js.map

@@ -1 +1 @@
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+{"version":3,"file":"cache.js","sourceRoot":"","sources":["../../src/infra/cache.ts"],"names":[],"mappings":"AAYA,MAAM,OAAO,KAAK;IACR,KAAK,GAAG,IAAI,GAAG,EAA+B,CAAC;IAC/C,YAAY,GAAG,KAAK,CAAC;IACrB,iBAAiB,GAAG,CAAC,CAAC;IAE9B,GAAG,CAAI,GAAW;QAChB,MAAM,KAAK,GAAG,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC;QAClC,IAAI,CAAC,KAAK;YAAE,OAAO,SAAS,CAAC;QAC7B,IAAI,IAAI,CAAC,GAAG,EAAE,GAAG,KAAK,CAAC,SAAS;YAAE,OAAO,SAAS,CAAC;QACnD,OAAO,KAAK,CAAC,KAAU,CAAC;IAC1B,CAAC;IAED;;;;OAIG;IACH,QAAQ,CAAI,GAAW,EAAE,YAAoB;QAC3C,MAAM,KAAK,GAAG,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC;QAClC,IAAI,CAAC,KAAK;YAAE,OAAO,SAAS,CAAC;QAE7B,IAAI,IAAI,CAAC,GAAG,EAAE,GAAG,KAAK,CAAC,QAAQ,GAAG,YAAY,EAAE,CAAC;YAC/C,IAAI,CAAC,KAAK,CAAC,MAAM,CAAC,GAAG,CAAC,CAAC;YACvB,OAAO,SAAS,CAAC;QACnB,CAAC;QAED,IAAI,CAAC,YAAY,GAAG,IAAI,CAAC;QACzB,IAAI,CAAC,iBAAiB,GAAG,KAAK,CAAC,QAAQ,CAAC;QACxC,OAAO,EAAE,KAAK,EAAE,KAAK,CAAC,KAAU,EAAE,KAAK,EAAE,IAAI,EAAE,QAAQ,EAAE,KAAK,CAAC,QAAQ,EAAE,CAAC;IAC5E,CAAC;IAED;;;;OAIG;IACH,gBAAgB;QACd,MAAM,MAAM,GAAG,EAAE,KAAK,EAAE,IAAI,CAAC,YAAY,EAAE,QAAQ,EAAE,IAAI,CAAC,iBAAiB,EAAE,CAAC;QAC9E,IAAI,CAAC,YAAY,GAAG,KAAK,CAAC;QAC1B,IAAI,CAAC,iBAAiB,GAAG,CAAC,CAAC;QAC3B,OAAO,MAAM,CAAC;IAChB,CAAC;IAED,GAAG,CAAI,GAAW,EAAE,KAAQ,EAAE,KAAa;QACzC,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,GAAG,EAAE,EAAE,KAAK,EAAE,SAAS,EAAE,IAAI,CAAC,GAAG,EAAE,GAAG,KAAK,EAAE,QAAQ,EAAE,IAAI,CAAC,GAAG,EAAE,EAAE,CAAC,CAAC;IACtF,CAAC;IAED,UAAU,CAAC,OAAe;QACxB,KAAK,MAAM,GAAG,IAAI,IAAI,CAAC,KAAK,CAAC,IAAI,EAAE,EAAE,CAAC;YACpC,IAAI,GAAG,CAAC,QAAQ,CAAC,OAAO,CAAC,EAAE,CAAC;gBAC1B,IAAI,CAAC,KAAK,CAAC,MAAM,CAAC,GAAG,CAAC,CAAC;YACzB,CAAC;QACH,CAAC;IACH,CAAC;IAED,KAAK;QACH,IAAI,CAAC,KAAK,CAAC,KAAK,EAAE,CAAC;IACrB,CAAC;IAED,IAAI,IAAI;QACN,OAAO,IAAI,CAAC,KAAK,CAAC,IAAI,CAAC;IACzB,CAAC;CACF;AAED,wBAAwB;AACxB,MAAM,CAAC,MAAM,KAAK,GAAG,IAAI,KAAK,EAAE,CAAC;AAEjC,eAAe;AACf,MAAM,CAAC,MAAM,GAAG,GAAG;IACjB,KAAK,EAAE,MAAM,EAAU,WAAW;IAClC,OAAO,EAAE,SAAS,EAAK,SAAS;IAChC,YAAY,EAAE,UAAU,EAAE,WAAW;IACrC,KAAK,EAAE,SAAS,EAAO,SAAS;IAChC,SAAS,EAAE,OAAO,EAAK,YAAY;IACnC,aAAa,EAAE,OAAO,EAAE,YAAY;IACpC,KAAK,EAAE,OAAO,EAAS,aAAa;CAC5B,CAAC;AAEX,qFAAqF;AACrF,MAAM,CAAC,MAAM,WAAW,GAAG;IACzB,KAAK,EAAE,EAAE,GAAG,MAAM,EAAc,aAAa;IAC7C,OAAO,EAAE,EAAE,GAAG,SAAS,EAAS,WAAW;IAC3C,YAAY,EAAE,CAAC,GAAG,UAAU,EAAI,SAAS;IACzC,KAAK,EAAE,EAAE,GAAG,SAAS,EAAW,WAAW;IAC3C,SAAS,EAAE,SAAS,EAAY,SAAS;IACzC,aAAa,EAAE,EAAE,GAAG,MAAM,EAAM,aAAa;CACrC,CAAC"}

package/dist/infra/index.d.ts

@@ -2,4 +2,4 @@ export { Cache, cache, TTL } from "./cache.js";
 export { RateLimiter, rateLimiter } from "./rate-limiter.js";
 export { httpGet, HttpError, type HttpClientOptions } from "./http-client.js";
 export { StealthBrowser } from "./browser.js";
-export { getOpenCandleHomeDir, ensureOpenCandleHomeDir, resolveOpenCandlePath, ensureParentDir, getWatchlistPath, getPortfolioPath, getPredictionsPath, getConfigPath, getOnboardingPath, getStateDbPath, getLogsDir, } from "./opencandle-paths.js";
+export { getOpenCandleHomeDir, ensureOpenCandleHomeDir, resolveOpenCandlePath, ensureParentDir, getWatchlistPath, getPortfolioPath, getPredictionsPath, getConfigPath, getOnboardingPath, getStateDbPath, getLogsDir, getBrowserProfileDir, } from "./opencandle-paths.js";

package/dist/infra/index.js

@@ -2,5 +2,5 @@ export { Cache, cache, TTL } from "./cache.js";
 export { RateLimiter, rateLimiter } from "./rate-limiter.js";
 export { httpGet, HttpError } from "./http-client.js";
 export { StealthBrowser } from "./browser.js";
-export { getOpenCandleHomeDir, ensureOpenCandleHomeDir, resolveOpenCandlePath, ensureParentDir, getWatchlistPath, getPortfolioPath, getPredictionsPath, getConfigPath, getOnboardingPath, getStateDbPath, getLogsDir, } from "./opencandle-paths.js";
+export { getOpenCandleHomeDir, ensureOpenCandleHomeDir, resolveOpenCandlePath, ensureParentDir, getWatchlistPath, getPortfolioPath, getPredictionsPath, getConfigPath, getOnboardingPath, getStateDbPath, getLogsDir, getBrowserProfileDir, } from "./opencandle-paths.js";
 //# sourceMappingURL=index.js.map

package/dist/infra/index.js.map

@@ -1 +1 @@
-{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/infra/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,GAAG,EAAE,MAAM,YAAY,CAAC;AAC/C,OAAO,EAAE,WAAW,EAAE,WAAW,EAAE,MAAM,mBAAmB,CAAC;AAC7D,OAAO,EAAE,OAAO,EAAE,SAAS,EAA0B,MAAM,kBAAkB,CAAC;AAC9E,OAAO,EAAE,cAAc,EAAE,MAAM,cAAc,CAAC;AAC9C,OAAO,EACL,oBAAoB,EACpB,uBAAuB,EACvB,qBAAqB,EACrB,eAAe,EACf,gBAAgB,EAChB,gBAAgB,EAChB,kBAAkB,EAClB,aAAa,EACb,iBAAiB,EACjB,cAAc,EACd,UAAU,GACX,MAAM,uBAAuB,CAAC"}
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/infra/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,GAAG,EAAE,MAAM,YAAY,CAAC;AAC/C,OAAO,EAAE,WAAW,EAAE,WAAW,EAAE,MAAM,mBAAmB,CAAC;AAC7D,OAAO,EAAE,OAAO,EAAE,SAAS,EAA0B,MAAM,kBAAkB,CAAC;AAC9E,OAAO,EAAE,cAAc,EAAE,MAAM,cAAc,CAAC;AAC9C,OAAO,EACL,oBAAoB,EACpB,uBAAuB,EACvB,qBAAqB,EACrB,eAAe,EACf,gBAAgB,EAChB,gBAAgB,EAChB,kBAAkB,EAClB,aAAa,EACb,iBAAiB,EACjB,cAAc,EACd,UAAU,EACV,oBAAoB,GACrB,MAAM,uBAAuB,CAAC"}

package/dist/infra/opencandle-paths.d.ts

@@ -9,3 +9,4 @@ export declare function getConfigPath(): string;
 export declare function getOnboardingPath(): string;
 export declare function getStateDbPath(): string;
 export declare function getLogsDir(): string;
+export declare function getBrowserProfileDir(): string;

package/dist/infra/opencandle-paths.js

@@ -45,4 +45,7 @@ export function getStateDbPath() {
 export function getLogsDir() {
     return resolveOpenCandlePath("logs");
 }
+export function getBrowserProfileDir() {
+    return resolveOpenCandlePath("browser-profile");
+}
 //# sourceMappingURL=opencandle-paths.js.map

package/dist/infra/opencandle-paths.js.map

@@ -1 +1 @@
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package/dist/infra/rate-limiter.js

@@ -35,4 +35,5 @@ rateLimiter.configure("yahoo", 5, 5); // 5 req/s
 rateLimiter.configure("coingecko", 10, 0.167); // 10 req/min
 rateLimiter.configure("alphavantage", 5, 0.083); // 5 req/min (free tier)
 rateLimiter.configure("fred", 120, 2); // 120 req/min
+rateLimiter.configure("twitter", 5, 0.167); // 5 req, ~10 req/min
 //# sourceMappingURL=rate-limiter.js.map

package/dist/infra/rate-limiter.js.map

@@ -1 +1 @@
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package/dist/memory/index.d.ts

@@ -3,3 +3,6 @@ export { MemoryStorage } from "./storage.js";
 export type { WorkflowPreferences } from "./storage.js";
 export { buildMemoryContext } from "./retrieval.js";
 export { extractPreferences } from "./preference-extractor.js";
+export { MemoryManager } from "./manager.js";
+export type { MemoryCategory, MemoryEntry } from "./types.js";
+export { isStale, STALENESS_THRESHOLDS, NEVER_TRUST_FROM_MEMORY } from "./types.js";

package/dist/memory/index.js

@@ -2,4 +2,6 @@ export { initDatabase, initDefaultDatabase, getTableNames, getSchemaVersion } fr
 export { MemoryStorage } from "./storage.js";
 export { buildMemoryContext } from "./retrieval.js";
 export { extractPreferences } from "./preference-extractor.js";
+export { MemoryManager } from "./manager.js";
+export { isStale, STALENESS_THRESHOLDS, NEVER_TRUST_FROM_MEMORY } from "./types.js";
 //# sourceMappingURL=index.js.map

package/dist/memory/index.js.map

@@ -1 +1 @@
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package/dist/memory/manager.d.ts

@@ -0,0 +1,19 @@
+import type { MemoryStorage } from "./storage.js";
+import type { MemoryEntry } from "./types.js";
+/**
+ * Selective, typed memory retrieval with staleness rules
+ * and override suppression.
+ */
+export declare class MemoryManager {
+    private readonly storage;
+    constructor(storage: MemoryStorage);
+    /**
+     * Retrieve memory entries relevant to the given workflow type,
+     * filtering by category, staleness, and overrides.
+     */
+    retrieve(workflowType: string, overriddenSlots?: string[], now?: Date): MemoryEntry[];
+    /**
+     * Build compact text context from retrieved memory entries.
+     */
+    buildContext(workflowType: string, overriddenSlots?: string[], now?: Date): string;
+}

package/dist/memory/manager.js

@@ -0,0 +1,132 @@
+import { KEY_TO_CATEGORY, WORKFLOW_RELEVANT_CATEGORIES, NEVER_TRUST_FROM_MEMORY, isStale, } from "./types.js";
+/** Slot name → preference key(s) mapping for suppression. */
+const SLOT_TO_PREF_KEYS = {
+    riskProfile: ["risk_profile"],
+    assetScope: ["asset_scope"],
+    timeHorizon: ["time_horizon"],
+    dteTarget: ["dte_target"],
+    moneynessPreference: ["moneyness_preference"],
+    liquidityMinimum: ["liquidity_minimum", "options_liquidity"],
+};
+const MAX_WORKFLOW_HISTORY_PER_TYPE = 3;
+const MAX_PREFERENCE_LINES = 15;
+/**
+ * Selective, typed memory retrieval with staleness rules
+ * and override suppression.
+ */
+export class MemoryManager {
+    storage;
+    constructor(storage) {
+        this.storage = storage;
+    }
+    /**
+     * Retrieve memory entries relevant to the given workflow type,
+     * filtering by category, staleness, and overrides.
+     */
+    retrieve(workflowType, overriddenSlots, now = new Date()) {
+        const relevantCategories = WORKFLOW_RELEVANT_CATEGORIES[workflowType] ??
+            WORKFLOW_RELEVANT_CATEGORIES["unclassified"];
+        // Build set of preference keys to suppress
+        const suppressedKeys = new Set();
+        if (overriddenSlots) {
+            for (const slot of overriddenSlots) {
+                const keys = SLOT_TO_PREF_KEYS[slot];
+                if (keys)
+                    keys.forEach((k) => suppressedKeys.add(k));
+            }
+        }
+        const entries = [];
+        // Preferences as investor_profile entries
+        if (relevantCategories.includes("investor_profile")) {
+            const prefs = this.storage.getPreferencesByNamespace("global");
+            for (const pref of prefs) {
+                const key = String(pref.key);
+                if (suppressedKeys.has(key))
+                    continue;
+                if (NEVER_TRUST_FROM_MEMORY.has(key))
+                    continue;
+                const category = KEY_TO_CATEGORY[key] ?? "investor_profile";
+                if (!relevantCategories.includes(category))
+                    continue;
+                const entry = {
+                    key,
+                    value: tryParseValue(String(pref.value_json ?? "")),
+                    category,
+                    recordedAt: String(pref.updated_at ?? pref.created_at ?? now.toISOString()),
+                    confidence: pref.confidence != null ? String(pref.confidence) : undefined,
+                    source: pref.source != null ? String(pref.source) : undefined,
+                };
+                if (!isStale(entry, now)) {
+                    entries.push(entry);
+                }
+            }
+        }
+        // Workflow history
+        if (relevantCategories.includes("workflow_history")) {
+            const runs = this.storage.getRecentWorkflowRuns(MAX_WORKFLOW_HISTORY_PER_TYPE * 4);
+            const countsByType = new Map();
+            for (const run of runs) {
+                const wfType = String(run.workflow_type);
+                const count = countsByType.get(wfType) ?? 0;
+                if (count >= MAX_WORKFLOW_HISTORY_PER_TYPE)
+                    continue;
+                countsByType.set(wfType, count + 1);
+                const recordedAt = String(run.created_at ?? now.toISOString());
+                const entry = {
+                    key: `workflow_run_${run.id}`,
+                    value: run.output_summary
+                        ? `${wfType}: ${run.output_summary}`
+                        : wfType,
+                    category: "workflow_history",
+                    recordedAt,
+                };
+                if (!isStale(entry, now)) {
+                    entries.push(entry);
+                }
+            }
+        }
+        return entries.slice(0, MAX_PREFERENCE_LINES + MAX_WORKFLOW_HISTORY_PER_TYPE * 4);
+    }
+    /**
+     * Build compact text context from retrieved memory entries.
+     */
+    buildContext(workflowType, overriddenSlots, now = new Date()) {
+        const entries = this.retrieve(workflowType, overriddenSlots, now);
+        if (entries.length === 0)
+            return "";
+        const sections = [];
+        // Group by category
+        const byCategory = new Map();
+        for (const entry of entries) {
+            const list = byCategory.get(entry.category) ?? [];
+            list.push(entry);
+            byCategory.set(entry.category, list);
+        }
+        const profileEntries = byCategory.get("investor_profile");
+        if (profileEntries && profileEntries.length > 0) {
+            const lines = profileEntries.map((e) => `- ${e.key}: ${e.value}`);
+            sections.push("User Preferences:\n" + lines.join("\n"));
+        }
+        const historyEntries = byCategory.get("workflow_history");
+        if (historyEntries && historyEntries.length > 0) {
+            const lines = historyEntries.map((e) => `- ${e.value} (${e.recordedAt})`);
+            sections.push("Recent Workflows:\n" + lines.join("\n"));
+        }
+        const feedbackEntries = byCategory.get("interaction_feedback");
+        if (feedbackEntries && feedbackEntries.length > 0) {
+            const lines = feedbackEntries.map((e) => `- ${e.key}: ${e.value}`);
+            sections.push("Feedback:\n" + lines.join("\n"));
+        }
+        return sections.join("\n\n");
+    }
+}
+function tryParseValue(json) {
+    try {
+        const parsed = JSON.parse(json);
+        return typeof parsed === "string" ? parsed : JSON.stringify(parsed);
+    }
+    catch {
+        return json;
+    }
+}
+//# sourceMappingURL=manager.js.map

package/dist/memory/manager.js.map

@@ -0,0 +1 @@
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package/dist/memory/sqlite.js

@@ -2,7 +2,7 @@ import { mkdirSync } from "node:fs";
 import { dirname } from "node:path";
 import Database from "better-sqlite3";
 import { getStateDbPath } from "../infra/opencandle-paths.js";
-const CURRENT_SCHEMA_VERSION = 1;
+const CURRENT_SCHEMA_VERSION = 2;
 const CURRENT_SCHEMA = `
   CREATE TABLE IF NOT EXISTS schema_version (
     version INTEGER NOT NULL
@@ -40,6 +40,17 @@ const CURRENT_SCHEMA = `
     created_at TEXT NOT NULL,
     FOREIGN KEY (workflow_run_id) REFERENCES workflow_runs(id)
   );
+
+  CREATE TABLE IF NOT EXISTS workflow_events (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    run_id TEXT NOT NULL,
+    step_index INTEGER NOT NULL,
+    event_type TEXT NOT NULL,
+    payload_json TEXT,
+    timestamp TEXT NOT NULL
+  );
+
+  CREATE INDEX IF NOT EXISTS idx_workflow_events_run_id ON workflow_events(run_id);
 `;
 export function initDatabase(path) {
     if (path !== ":memory:") {

package/dist/memory/sqlite.js.map

@@ -1 +1 @@
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package/dist/memory/types.d.ts

@@ -0,0 +1,21 @@
+/** Memory categories for typed, selective retrieval. */
+export type MemoryCategory = "investor_profile" | "interaction_feedback" | "workflow_history" | "references";
+/** A memory entry with category and freshness metadata. */
+export interface MemoryEntry {
+    key: string;
+    value: string;
+    category: MemoryCategory;
+    recordedAt: string;
+    confidence?: string;
+    source?: string;
+}
+/** Staleness thresholds in milliseconds per category. */
+export declare const STALENESS_THRESHOLDS: Record<MemoryCategory, number>;
+/** Map preference keys to memory categories. */
+export declare const KEY_TO_CATEGORY: Record<string, MemoryCategory>;
+/** Categories relevant to each workflow type. */
+export declare const WORKFLOW_RELEVANT_CATEGORIES: Record<string, MemoryCategory[]>;
+/** Check whether a memory entry is stale. */
+export declare function isStale(entry: MemoryEntry, now?: Date): boolean;
+/** Keys whose values are market-sensitive and must never be trusted from memory. */
+export declare const NEVER_TRUST_FROM_MEMORY: Set<string>;

package/dist/memory/types.js

@@ -0,0 +1,47 @@
+/** Staleness thresholds in milliseconds per category. */
+export const STALENESS_THRESHOLDS = {
+    investor_profile: 90 * 24 * 60 * 60 * 1000, // 90 days
+    interaction_feedback: 14 * 24 * 60 * 60 * 1000, // 14 days
+    workflow_history: 7 * 24 * 60 * 60 * 1000, // 7 days
+    references: 30 * 24 * 60 * 60 * 1000, // 30 days
+};
+/** Map preference keys to memory categories. */
+export const KEY_TO_CATEGORY = {
+    risk_profile: "investor_profile",
+    time_horizon: "investor_profile",
+    asset_scope: "investor_profile",
+    position_count: "investor_profile",
+    max_single_position_pct: "investor_profile",
+    account_type: "investor_profile",
+    income_vs_growth: "investor_profile",
+    dte_target: "investor_profile",
+    objective: "investor_profile",
+    moneyness_preference: "investor_profile",
+    liquidity_minimum: "investor_profile",
+};
+/** Categories relevant to each workflow type. */
+export const WORKFLOW_RELEVANT_CATEGORIES = {
+    portfolio_builder: ["investor_profile", "interaction_feedback", "workflow_history"],
+    options_screener: ["investor_profile", "interaction_feedback", "workflow_history"],
+    compare_assets: ["investor_profile", "workflow_history"],
+    comprehensive_analysis: ["investor_profile", "workflow_history"],
+    single_asset_analysis: ["investor_profile"],
+    general_finance_qa: ["investor_profile"],
+    unclassified: ["investor_profile"],
+};
+/** Check whether a memory entry is stale. */
+export function isStale(entry, now = new Date()) {
+    const threshold = STALENESS_THRESHOLDS[entry.category];
+    const age = now.getTime() - new Date(entry.recordedAt).getTime();
+    return age > threshold;
+}
+/** Keys whose values are market-sensitive and must never be trusted from memory. */
+export const NEVER_TRUST_FROM_MEMORY = new Set([
+    "stock_price",
+    "crypto_price",
+    "market_thesis",
+    "target_price",
+    "entry_price",
+    "stop_loss",
+]);
+//# sourceMappingURL=types.js.map

package/dist/memory/types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/memory/types.ts"],"names":[],"mappings":"AAiBA,yDAAyD;AACzD,MAAM,CAAC,MAAM,oBAAoB,GAAmC;IAClE,gBAAgB,EAAE,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAK,UAAU;IACzD,oBAAoB,EAAE,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAE,UAAU;IAC1D,gBAAgB,EAAE,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAO,SAAS;IACzD,UAAU,EAAE,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAY,UAAU;CAC3D,CAAC;AAEF,gDAAgD;AAChD,MAAM,CAAC,MAAM,eAAe,GAAmC;IAC7D,YAAY,EAAE,kBAAkB;IAChC,YAAY,EAAE,kBAAkB;IAChC,WAAW,EAAE,kBAAkB;IAC/B,cAAc,EAAE,kBAAkB;IAClC,uBAAuB,EAAE,kBAAkB;IAC3C,YAAY,EAAE,kBAAkB;IAChC,gBAAgB,EAAE,kBAAkB;IACpC,UAAU,EAAE,kBAAkB;IAC9B,SAAS,EAAE,kBAAkB;IAC7B,oBAAoB,EAAE,kBAAkB;IACxC,iBAAiB,EAAE,kBAAkB;CACtC,CAAC;AAEF,iDAAiD;AACjD,MAAM,CAAC,MAAM,4BAA4B,GAAqC;IAC5E,iBAAiB,EAAE,CAAC,kBAAkB,EAAE,sBAAsB,EAAE,kBAAkB,CAAC;IACnF,gBAAgB,EAAE,CAAC,kBAAkB,EAAE,sBAAsB,EAAE,kBAAkB,CAAC;IAClF,cAAc,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IACxD,sBAAsB,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IAChE,qBAAqB,EAAE,CAAC,kBAAkB,CAAC;IAC3C,kBAAkB,EAAE,CAAC,kBAAkB,CAAC;IACxC,YAAY,EAAE,CAAC,kBAAkB,CAAC;CACnC,CAAC;AAEF,6CAA6C;AAC7C,MAAM,UAAU,OAAO,CAAC,KAAkB,EAAE,MAAY,IAAI,IAAI,EAAE;IAChE,MAAM,SAAS,GAAG,oBAAoB,CAAC,KAAK,CAAC,QAAQ,CAAC,CAAC;IACvD,MAAM,GAAG,GAAG,GAAG,CAAC,OAAO,EAAE,GAAG,IAAI,IAAI,CAAC,KAAK,CAAC,UAAU,CAAC,CAAC,OAAO,EAAE,CAAC;IACjE,OAAO,GAAG,GAAG,SAAS,CAAC;AACzB,CAAC;AAED,oFAAoF;AACpF,MAAM,CAAC,MAAM,uBAAuB,GAAG,IAAI,GAAG,CAAC;IAC7C,aAAa;IACb,cAAc;IACd,eAAe;IACf,cAAc;IACd,aAAa;IACb,WAAW;CACZ,CAAC,CAAC"}

package/dist/pi/opencandle-extension.d.ts

@@ -1,2 +1,6 @@
 import type { ExtensionAPI } from "@mariozechner/pi-coding-agent";
-export default function openCandleExtension(pi: ExtensionAPI): void;
+import type { AskUserHandler } from "../types/index.js";
+export interface OpenCandleExtensionOptions {
+    askUserHandler?: AskUserHandler;
+}
+export default function openCandleExtension(pi: ExtensionAPI, options?: OpenCandleExtensionOptions): void;