opencandle 0.1.0 → 0.2.0

package/dist/runtime/evidence.d.ts

@@ -0,0 +1,35 @@
+/** Source of a value flowing through the runtime. */
+export type ProvenanceSource = "user" | "preference" | "default" | "fetched" | "computed" | "unavailable" | "stale_cache";
+/** Tracks where a value came from, when, and with what confidence. */
+export interface Provenance {
+    source: ProvenanceSource;
+    timestamp?: string;
+    provider?: string;
+    confidence?: number;
+    reason?: string;
+}
+/** A labeled data point with its provenance. */
+export interface EvidenceRecord {
+    label: string;
+    value: unknown;
+    provenance: Provenance;
+}
+/** Successful provider result. */
+export interface ProviderResultOk<T> {
+    status: "ok";
+    data: T;
+    timestamp: string;
+    stale?: boolean;
+}
+/** Failed/unavailable provider result. */
+export interface ProviderResultUnavailable {
+    status: "unavailable";
+    reason: string;
+    provider: string;
+}
+/** Union of provider outcomes — every provider call returns one of these. */
+export type ProviderResult<T> = ProviderResultOk<T> | ProviderResultUnavailable;
+/** Type guard for successful provider results. */
+export declare function isProviderOk<T>(result: ProviderResult<T>): result is ProviderResultOk<T>;
+/** Convert a ProviderResult into an EvidenceRecord. */
+export declare function toEvidenceRecord<T>(label: string, result: ProviderResult<T>, providerId?: string): EvidenceRecord;

package/dist/runtime/evidence.js

@@ -0,0 +1,29 @@
+/** Type guard for successful provider results. */
+export function isProviderOk(result) {
+    return result.status === "ok";
+}
+/** Convert a ProviderResult into an EvidenceRecord. */
+export function toEvidenceRecord(label, result, providerId) {
+    if (isProviderOk(result)) {
+        return {
+            label,
+            value: result.data,
+            provenance: {
+                source: result.stale ? "stale_cache" : "fetched",
+                timestamp: result.timestamp,
+                provider: providerId,
+                confidence: result.stale ? 0.5 : undefined,
+            },
+        };
+    }
+    return {
+        label,
+        value: null,
+        provenance: {
+            source: "unavailable",
+            reason: result.reason,
+            provider: result.provider,
+        },
+    };
+}
+//# sourceMappingURL=evidence.js.map

package/dist/runtime/evidence.js.map

@@ -0,0 +1 @@
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package/dist/runtime/index.d.ts

@@ -0,0 +1,16 @@
+export type { Provenance, ProvenanceSource, EvidenceRecord, ProviderResult, ProviderResultOk, ProviderResultUnavailable, } from "./evidence.js";
+export { isProviderOk, toEvidenceRecord } from "./evidence.js";
+export type { StepStatus, RunStatus, WorkflowStep, StepOutput, AnalystSignal, AnalystOutput, WorkflowRun, } from "./workflow-types.js";
+export { isValidStepTransition, transitionStepStatus, createWorkflowRun, } from "./workflow-types.js";
+export type { ValidationEntry, ValidationResult, ValidatorConfig, } from "./validation.js";
+export { emptyValidationResult, checkTimestamps, checkOptionsExpiries, checkRequiredFields, checkNumberMatch, RuntimeValidator, DEFAULT_MARKET_SENSITIVE_LABELS, } from "./validation.js";
+export type { WorkflowEventType, WorkflowEvent } from "./workflow-events.js";
+export { WorkflowEventLogger } from "./workflow-events.js";
+export { ProviderTracker } from "./provider-tracker.js";
+export type { ProviderId } from "./provider-ids.js";
+export { PROVIDER_ID } from "./provider-ids.js";
+export { setRunContext, clearRunContext, getProviderTracker } from "./run-context.js";
+export type { StepExecutor, StepExecutionContext, WorkflowRunnerOptions } from "./workflow-runner.js";
+export { WorkflowRunner } from "./workflow-runner.js";
+export type { PromptStep, WorkflowDefinition } from "./prompt-step.js";
+export { promptStep, promptStepOutput, toStepDefinitions, toWorkflowPlan } from "./prompt-step.js";

package/dist/runtime/index.js

@@ -0,0 +1,10 @@
+export { isProviderOk, toEvidenceRecord } from "./evidence.js";
+export { isValidStepTransition, transitionStepStatus, createWorkflowRun, } from "./workflow-types.js";
+export { emptyValidationResult, checkTimestamps, checkOptionsExpiries, checkRequiredFields, checkNumberMatch, RuntimeValidator, DEFAULT_MARKET_SENSITIVE_LABELS, } from "./validation.js";
+export { WorkflowEventLogger } from "./workflow-events.js";
+export { ProviderTracker } from "./provider-tracker.js";
+export { PROVIDER_ID } from "./provider-ids.js";
+export { setRunContext, clearRunContext, getProviderTracker } from "./run-context.js";
+export { WorkflowRunner } from "./workflow-runner.js";
+export { promptStep, promptStepOutput, toStepDefinitions, toWorkflowPlan } from "./prompt-step.js";
+//# sourceMappingURL=index.js.map

package/dist/runtime/index.js.map

@@ -0,0 +1 @@
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package/dist/runtime/prompt-step.d.ts

@@ -0,0 +1,41 @@
+import type { WorkflowStep, StepOutput } from "./workflow-types.js";
+/**
+ * A workflow step definition that carries its prompt text.
+ * In Pi's model, each step is a prompt sent to the LLM.
+ */
+export interface PromptStep extends Omit<WorkflowStep, "status"> {
+    prompt: string;
+}
+/**
+ * A complete workflow definition: typed step metadata + prompt text for each step.
+ * Replaces the old WorkflowPlan { initialPrompt, followUps }.
+ */
+export interface WorkflowDefinition {
+    workflowType: string;
+    steps: PromptStep[];
+}
+/**
+ * Create a prompt-based step definition.
+ */
+export declare function promptStep(stepType: string, description: string, prompt: string, options?: {
+    skippable?: boolean;
+    requiredInputs?: string[];
+    expectedOutputs?: string[];
+}): PromptStep;
+/**
+ * Create a StepOutput for a prompt-based step (no structured evidence yet).
+ * Evidence will be captured separately via tool call hooks.
+ */
+export declare function promptStepOutput(stepIndex: number, stepType: string): StepOutput;
+/**
+ * Extract just the WorkflowStep metadata from PromptStep definitions
+ * (dropping the prompt field) for passing to WorkflowRunner.
+ */
+export declare function toStepDefinitions(steps: PromptStep[]): Omit<WorkflowStep, "status">[];
+/**
+ * Convert a WorkflowDefinition to the old WorkflowPlan format for backward compatibility.
+ */
+export declare function toWorkflowPlan(definition: WorkflowDefinition): {
+    initialPrompt: string;
+    followUps: string[];
+};

package/dist/runtime/prompt-step.js

@@ -0,0 +1,42 @@
+/**
+ * Create a prompt-based step definition.
+ */
+export function promptStep(stepType, description, prompt, options = {}) {
+    return {
+        stepType,
+        description,
+        prompt,
+        skippable: options.skippable ?? false,
+        requiredInputs: options.requiredInputs ?? [],
+        expectedOutputs: options.expectedOutputs ?? [],
+    };
+}
+/**
+ * Create a StepOutput for a prompt-based step (no structured evidence yet).
+ * Evidence will be captured separately via tool call hooks.
+ */
+export function promptStepOutput(stepIndex, stepType) {
+    return {
+        stepIndex,
+        stepType,
+        evidence: [],
+    };
+}
+/**
+ * Extract just the WorkflowStep metadata from PromptStep definitions
+ * (dropping the prompt field) for passing to WorkflowRunner.
+ */
+export function toStepDefinitions(steps) {
+    return steps.map(({ prompt: _prompt, ...step }) => step);
+}
+/**
+ * Convert a WorkflowDefinition to the old WorkflowPlan format for backward compatibility.
+ */
+export function toWorkflowPlan(definition) {
+    const [first, ...rest] = definition.steps;
+    return {
+        initialPrompt: first?.prompt ?? "",
+        followUps: rest.map((s) => s.prompt),
+    };
+}
+//# sourceMappingURL=prompt-step.js.map

package/dist/runtime/prompt-step.js.map

@@ -0,0 +1 @@
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package/dist/runtime/provider-ids.d.ts

@@ -0,0 +1,14 @@
+/**
+ * Canonical provider IDs. These match the keys used in
+ * src/infra/rate-limiter.ts for providers that have rate limits.
+ */
+export declare const PROVIDER_ID: {
+    readonly YAHOO: "yahoo";
+    readonly ALPHA_VANTAGE: "alphavantage";
+    readonly COINGECKO: "coingecko";
+    readonly FRED: "fred";
+    readonly SEC_EDGAR: "sec-edgar";
+    readonly REDDIT: "reddit";
+    readonly FEAR_GREED: "feargreed";
+};
+export type ProviderId = (typeof PROVIDER_ID)[keyof typeof PROVIDER_ID];

package/dist/runtime/provider-ids.js

@@ -0,0 +1,14 @@
+/**
+ * Canonical provider IDs. These match the keys used in
+ * src/infra/rate-limiter.ts for providers that have rate limits.
+ */
+export const PROVIDER_ID = {
+    YAHOO: "yahoo",
+    ALPHA_VANTAGE: "alphavantage",
+    COINGECKO: "coingecko",
+    FRED: "fred",
+    SEC_EDGAR: "sec-edgar",
+    REDDIT: "reddit",
+    FEAR_GREED: "feargreed",
+};
+//# sourceMappingURL=provider-ids.js.map

package/dist/runtime/provider-ids.js.map

@@ -0,0 +1 @@
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package/dist/runtime/provider-tracker.d.ts

@@ -0,0 +1,20 @@
+import type { ProviderResult } from "./evidence.js";
+/**
+ * Tracks provider failures within a workflow run and short-circuits
+ * calls to providers that have exceeded the failure threshold.
+ */
+export declare class ProviderTracker {
+    private readonly maxFailures;
+    private readonly failures;
+    constructor(maxFailures?: number);
+    /** Record a failure for a provider. */
+    recordFailure(provider: string): void;
+    /** Check whether a provider's circuit is open (too many failures). */
+    isCircuitOpen(provider: string): boolean;
+    /** Get a short-circuit unavailable result for a provider. */
+    shortCircuit<T>(provider: string): ProviderResult<T>;
+    /** Reset failure count for a provider. */
+    reset(provider: string): void;
+    /** Reset all tracked failures. */
+    resetAll(): void;
+}

package/dist/runtime/provider-tracker.js

@@ -0,0 +1,36 @@
+/**
+ * Tracks provider failures within a workflow run and short-circuits
+ * calls to providers that have exceeded the failure threshold.
+ */
+export class ProviderTracker {
+    maxFailures;
+    failures = new Map();
+    constructor(maxFailures = 2) {
+        this.maxFailures = maxFailures;
+    }
+    /** Record a failure for a provider. */
+    recordFailure(provider) {
+        this.failures.set(provider, (this.failures.get(provider) ?? 0) + 1);
+    }
+    /** Check whether a provider's circuit is open (too many failures). */
+    isCircuitOpen(provider) {
+        return (this.failures.get(provider) ?? 0) >= this.maxFailures;
+    }
+    /** Get a short-circuit unavailable result for a provider. */
+    shortCircuit(provider) {
+        return {
+            status: "unavailable",
+            reason: "provider_circuit_open",
+            provider,
+        };
+    }
+    /** Reset failure count for a provider. */
+    reset(provider) {
+        this.failures.delete(provider);
+    }
+    /** Reset all tracked failures. */
+    resetAll() {
+        this.failures.clear();
+    }
+}
+//# sourceMappingURL=provider-tracker.js.map

package/dist/runtime/provider-tracker.js.map

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package/dist/runtime/run-context.d.ts

@@ -0,0 +1,11 @@
+import type { ProviderTracker } from "./provider-tracker.js";
+interface RunContext {
+    providerTracker: ProviderTracker;
+}
+/** Set the active run context. Called by SessionCoordinator at workflow start. */
+export declare function setRunContext(ctx: RunContext): void;
+/** Clear the active run context. Called when a workflow ends or is cancelled. */
+export declare function clearRunContext(): void;
+/** Get the current run's ProviderTracker, or undefined outside a workflow. */
+export declare function getProviderTracker(): ProviderTracker | undefined;
+export {};

package/dist/runtime/run-context.js

@@ -0,0 +1,14 @@
+let activeContext = null;
+/** Set the active run context. Called by SessionCoordinator at workflow start. */
+export function setRunContext(ctx) {
+    activeContext = ctx;
+}
+/** Clear the active run context. Called when a workflow ends or is cancelled. */
+export function clearRunContext() {
+    activeContext = null;
+}
+/** Get the current run's ProviderTracker, or undefined outside a workflow. */
+export function getProviderTracker() {
+    return activeContext?.providerTracker;
+}
+//# sourceMappingURL=run-context.js.map

package/dist/runtime/run-context.js.map

@@ -0,0 +1 @@
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package/dist/runtime/session-coordinator.d.ts

@@ -0,0 +1,48 @@
+import type { ExtensionAPI, ExtensionCommandContext, ExtensionContext } from "@mariozechner/pi-coding-agent";
+import { MemoryStorage } from "../memory/index.js";
+import { WorkflowRunner } from "./workflow-runner.js";
+import type { WorkflowDefinition } from "./prompt-step.js";
+type QueueContext = ExtensionCommandContext | {
+    isIdle(): boolean;
+    hasPendingMessages?(): boolean;
+    ui?: {
+        notify(message: string, level?: string): void;
+    };
+};
+/**
+ * Coordinates session lifecycle, memory, workflow execution,
+ * and prompt assembly. The extension delegates to this.
+ */
+export declare class SessionCoordinator {
+    private db;
+    private storage;
+    private memoryManager;
+    private eventLogger;
+    private runner;
+    private providerTracker;
+    private sessionId;
+    constructor();
+    getStorage(): MemoryStorage | null;
+    getRunner(): WorkflowRunner;
+    /** Initialize session: database, memory, event logger, workflow runner. */
+    initSession(sessionId: string): void;
+    /** Run setup flow. */
+    runSetup(pi: ExtensionAPI, ctx: ExtensionContext | ExtensionCommandContext, options: {
+        mode: "startup" | "manual";
+        forceFinancePrompt?: boolean;
+    }): Promise<"ready" | "shutdown" | "cancelled">;
+    /** Extract and persist user preferences from natural language. */
+    extractAndStorePreferences(text: string): void;
+    /** Record a workflow run in storage. */
+    recordWorkflowRun(workflowType: string, entities: object, resolved: object, defaultsUsed: unknown[]): void;
+    /** Build system prompt using composable sections. */
+    buildSystemPrompt(basePrompt: string, workflowType?: string): string;
+    /**
+     * Execute a workflow definition through the WorkflowRunner,
+     * sending prompts via Pi with settlement-based sequencing.
+     */
+    executeWorkflow(pi: ExtensionAPI, definition: WorkflowDefinition, ctx: QueueContext): void;
+    /** Cancel any active workflow. */
+    cancelActiveWorkflow(): void;
+}
+export {};

package/dist/runtime/session-coordinator.js

@@ -0,0 +1,171 @@
+import { initDefaultDatabase, MemoryStorage } from "../memory/index.js";
+import { MemoryManager } from "../memory/manager.js";
+import { extractPreferences } from "../memory/preference-extractor.js";
+import { runOpenCandleSetup } from "../pi/setup.js";
+import { WorkflowEventLogger } from "./workflow-events.js";
+import { ProviderTracker } from "./provider-tracker.js";
+import { WorkflowRunner } from "./workflow-runner.js";
+import { setRunContext, clearRunContext } from "./run-context.js";
+import { PromptContextBuilder } from "../prompts/context-builder.js";
+import { getAddonToolDescriptions } from "../tool-kit.js";
+import { toStepDefinitions, promptStepOutput } from "./prompt-step.js";
+const PROMPT_SETTLE_POLL_MS = 25;
+const IMMEDIATE_IDLE_GRACE_MS = 100;
+function hasPendingMessages(ctx) {
+    return ctx.hasPendingMessages?.() ?? false;
+}
+function isReadyForNextPrompt(ctx) {
+    return ctx.isIdle() && !hasPendingMessages(ctx);
+}
+function sleep(ms) {
+    return new Promise((resolve) => setTimeout(resolve, ms));
+}
+async function waitForPromptSettlement(ctx, isCurrentRun) {
+    let sawBusyOrPending = !isReadyForNextPrompt(ctx);
+    const startedAt = Date.now();
+    while (isCurrentRun()) {
+        const ready = isReadyForNextPrompt(ctx);
+        if (!ready) {
+            sawBusyOrPending = true;
+        }
+        if (sawBusyOrPending && ready) {
+            return true;
+        }
+        if (!sawBusyOrPending && ready && Date.now() - startedAt >= IMMEDIATE_IDLE_GRACE_MS) {
+            return true;
+        }
+        await sleep(PROMPT_SETTLE_POLL_MS);
+    }
+    return false;
+}
+/**
+ * Coordinates session lifecycle, memory, workflow execution,
+ * and prompt assembly. The extension delegates to this.
+ */
+export class SessionCoordinator {
+    db = null;
+    storage = null;
+    memoryManager = null;
+    eventLogger = null;
+    runner;
+    providerTracker;
+    sessionId = "unknown";
+    constructor() {
+        // Runner is always available — event logger is optional and added after session init
+        this.providerTracker = new ProviderTracker();
+        this.runner = new WorkflowRunner({ providerTracker: this.providerTracker });
+    }
+    getStorage() {
+        return this.storage;
+    }
+    getRunner() {
+        return this.runner;
+    }
+    /** Initialize session: database, memory, event logger, workflow runner. */
+    initSession(sessionId) {
+        this.db = initDefaultDatabase();
+        this.storage = new MemoryStorage(this.db);
+        this.memoryManager = new MemoryManager(this.storage);
+        this.eventLogger = new WorkflowEventLogger(this.db);
+        this.providerTracker = new ProviderTracker();
+        this.runner = new WorkflowRunner({
+            eventLogger: this.eventLogger,
+            providerTracker: this.providerTracker,
+        });
+        this.sessionId = sessionId;
+    }
+    /** Run setup flow. */
+    async runSetup(pi, ctx, options) {
+        return runOpenCandleSetup(pi, ctx, options);
+    }
+    /** Extract and persist user preferences from natural language. */
+    extractAndStorePreferences(text) {
+        if (!this.storage)
+            return;
+        for (const pref of extractPreferences(text)) {
+            this.storage.upsertPreference({
+                key: pref.key,
+                valueJson: JSON.stringify(pref.value),
+                confidence: pref.confidence,
+                source: "inferred",
+            });
+        }
+    }
+    /** Record a workflow run in storage. */
+    recordWorkflowRun(workflowType, entities, resolved, defaultsUsed) {
+        this.storage?.insertWorkflowRun({
+            sessionId: this.sessionId,
+            workflowType,
+            inputSlotsJson: JSON.stringify(entities),
+            resolvedSlotsJson: JSON.stringify(resolved),
+            defaultsUsedJson: JSON.stringify(defaultsUsed),
+        });
+    }
+    /** Build system prompt using composable sections. */
+    buildSystemPrompt(basePrompt, workflowType) {
+        const builder = new PromptContextBuilder();
+        const addonTools = getAddonToolDescriptions();
+        const addonDescriptions = addonTools.length > 0
+            ? addonTools.map((t) => `${t.name}: ${t.description}`)
+            : undefined;
+        const memoryContext = this.memoryManager
+            ? this.memoryManager.buildContext(workflowType ?? "unclassified")
+            : undefined;
+        builder.populateFromOptions({
+            workflowType,
+            memoryContext: memoryContext || undefined,
+            addonToolDescriptions: addonDescriptions,
+        });
+        return `${basePrompt}\n\n${builder.build()}`;
+    }
+    /**
+     * Execute a workflow definition through the WorkflowRunner,
+     * sending prompts via Pi with settlement-based sequencing.
+     */
+    executeWorkflow(pi, definition, ctx) {
+        if (definition.steps.length === 0)
+            return;
+        const runner = this.runner;
+        const runRef = { active: true };
+        // Send the first prompt immediately
+        const [firstStep, ...restSteps] = definition.steps;
+        const startedBusy = !isReadyForNextPrompt(ctx);
+        if (startedBusy) {
+            pi.sendUserMessage(firstStep.prompt, { deliverAs: "followUp" });
+            ctx.ui?.notify?.("Analysis queued as follow-up.", "info");
+        }
+        else {
+            pi.sendUserMessage(firstStep.prompt);
+        }
+        // Make the run's ProviderTracker accessible to tools during execution
+        setRunContext({ providerTracker: this.providerTracker });
+        // Start the runner in the background for state tracking
+        const stepDefs = toStepDefinitions(definition.steps);
+        void runner.start(definition.workflowType, stepDefs, async (step, stepIndex) => {
+            // First step was already sent above — just wait for settlement
+            if (stepIndex > 0) {
+                const settled = await waitForPromptSettlement(ctx, () => runRef.active);
+                if (!settled || !runRef.active) {
+                    throw new Error("run_cancelled");
+                }
+                pi.sendUserMessage(definition.steps[stepIndex].prompt);
+            }
+            else {
+                // For the first step, just wait for it to settle
+                const settled = await waitForPromptSettlement(ctx, () => runRef.active);
+                if (!settled || !runRef.active) {
+                    throw new Error("run_cancelled");
+                }
+            }
+            return promptStepOutput(stepIndex, step.stepType);
+        }).finally(() => {
+            clearRunContext();
+        });
+    }
+    /** Cancel any active workflow. */
+    cancelActiveWorkflow() {
+        clearRunContext();
+        this.runner?.cancel();
+    }
+}
+//# sourceMappingURL=session-coordinator.js.map

package/dist/runtime/session-coordinator.js.map

@@ -0,0 +1 @@
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package/dist/runtime/validation.d.ts

@@ -0,0 +1,44 @@
+import type { EvidenceRecord } from "./evidence.js";
+/** A single validation check result. */
+export interface ValidationEntry {
+    message: string;
+    evidenceLabel?: string;
+    detail?: string;
+}
+/** Result of running all deterministic validation checks. */
+export interface ValidationResult {
+    passes: ValidationEntry[];
+    failures: ValidationEntry[];
+    warnings: ValidationEntry[];
+}
+/** Create an empty validation result. */
+export declare function emptyValidationResult(): ValidationResult;
+/** Check that market-sensitive evidence records have timestamps. */
+export declare function checkTimestamps(evidence: EvidenceRecord[], marketSensitiveLabels: Set<string>): ValidationEntry[];
+/** Check that options expiry dates are in the future. */
+export declare function checkOptionsExpiries(evidence: EvidenceRecord[], today: string): ValidationEntry[];
+/** Check that all required fields have evidence records. */
+export declare function checkRequiredFields(evidence: EvidenceRecord[], requiredLabels: string[]): ValidationEntry[];
+/** Default market-sensitive labels. */
+export declare const DEFAULT_MARKET_SENSITIVE_LABELS: Set<string>;
+/** Configuration for the runtime validator. */
+export interface ValidatorConfig {
+    marketSensitiveLabels?: Set<string>;
+    requiredFields?: string[];
+    toolResults?: Map<string, number>;
+    today?: string;
+}
+/**
+ * Orchestrates all deterministic validation checks on evidence records.
+ * Runs before LLM-based validation.
+ */
+export declare class RuntimeValidator {
+    private readonly config;
+    constructor(config?: ValidatorConfig);
+    /** Run all validation checks and return a combined result. */
+    validate(evidence: EvidenceRecord[]): ValidationResult;
+    /** Format validation results as a summary string for the LLM validation prompt. */
+    formatForLLM(result: ValidationResult): string;
+}
+/** Check that evidence values match expected tool result values. */
+export declare function checkNumberMatch(evidence: EvidenceRecord[], toolResults: Map<string, number>): ValidationEntry[];