npm - opencandle - Versions diffs - 0.10.0 → 0.11.0 - Mend

opencandle 0.10.0 → 0.11.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (97) hide show

package/README.md +7 -5
package/dist/analysts/orchestrator.d.ts +1 -4
package/dist/analysts/orchestrator.js +15 -44
package/dist/analysts/orchestrator.js.map +1 -1
package/dist/cli-main.js +242 -9
package/dist/cli-main.js.map +1 -1
package/dist/config.d.ts +4 -9
package/dist/config.js +7 -10
package/dist/config.js.map +1 -1
package/dist/market-state/daily-report.d.ts +1 -1
package/dist/market-state/daily-report.js +5 -16
package/dist/market-state/daily-report.js.map +1 -1
package/dist/market-state/service.d.ts +0 -35
package/dist/market-state/service.js +0 -63
package/dist/market-state/service.js.map +1 -1
package/dist/memory/sqlite.js +20 -19
package/dist/memory/sqlite.js.map +1 -1
package/dist/pi/opencandle-extension.js +13 -221
package/dist/pi/opencandle-extension.js.map +1 -1
package/dist/pi/session-action-dedupe.d.ts +6 -0
package/dist/pi/session-action-dedupe.js +126 -0
package/dist/pi/session-action-dedupe.js.map +1 -0
package/dist/pi/session-writer-lock.d.ts +26 -2
package/dist/pi/session-writer-lock.js +230 -18
package/dist/pi/session-writer-lock.js.map +1 -1
package/dist/pi/setup.js +5 -5
package/dist/pi/setup.js.map +1 -1
package/dist/pi/tui-session-coordinator.d.ts +15 -0
package/dist/pi/tui-session-coordinator.js +283 -0
package/dist/pi/tui-session-coordinator.js.map +1 -0
package/dist/prompts/context-builder.js +1 -1
package/dist/prompts/policy-cards.js +1 -1
package/dist/prompts/policy-cards.js.map +1 -1
package/dist/routing/classify-intent.js +4 -5
package/dist/routing/classify-intent.js.map +1 -1
package/dist/routing/route-manifest.js +0 -1
package/dist/routing/route-manifest.js.map +1 -1
package/dist/routing/router-prompt.js +1 -1
package/dist/routing/router.js +35 -4
package/dist/routing/router.js.map +1 -1
package/dist/runtime/session-coordinator.js +2 -13
package/dist/runtime/session-coordinator.js.map +1 -1
package/dist/system-prompt.js +1 -1
package/dist/tools/fundamentals/dcf.d.ts +1 -1
package/dist/tools/fundamentals/dcf.js +49 -6
package/dist/tools/fundamentals/dcf.js.map +1 -1
package/dist/tools/index.d.ts +0 -1
package/dist/tools/index.js +0 -3
package/dist/tools/index.js.map +1 -1
package/dist/tools/portfolio/daily-report.js +10 -4
package/dist/tools/portfolio/daily-report.js.map +1 -1
package/dist/tools/technical/backtest.d.ts +23 -5
package/dist/tools/technical/backtest.js +131 -94
package/dist/tools/technical/backtest.js.map +1 -1
package/gui/server/http-routes.ts +395 -19
package/gui/server/invoke-tool.ts +164 -16
package/gui/server/local-session-coordinator.ts +97 -0
package/gui/server/market-state-api.ts +1 -43
package/gui/server/server.ts +51 -6
package/gui/server/session-actions.ts +117 -8
package/gui/server/tool-metadata.ts +3 -1
package/gui/server/ws-hub.ts +61 -6
package/gui/web/dist/assets/CatalogOverlay-ChRTKNlf.js +1 -0
package/gui/web/dist/assets/index-BzyqyVnd.css +2 -0
package/gui/web/dist/assets/{index-B7QAjY5g.js → index-DvMjkOP9.js} +9 -9
package/gui/web/dist/index.html +2 -2
package/package.json +6 -3
package/src/analysts/orchestrator.ts +15 -56
package/src/cli-main.ts +253 -13
package/src/config.ts +12 -20
package/src/market-state/daily-report.ts +6 -16
package/src/market-state/service.ts +0 -136
package/src/memory/sqlite.ts +23 -19
package/src/pi/opencandle-extension.ts +12 -265
package/src/pi/session-action-dedupe.ts +155 -0
package/src/pi/session-writer-lock.ts +290 -20
package/src/pi/setup.ts +6 -6
package/src/pi/tui-session-coordinator.ts +351 -0
package/src/prompts/context-builder.ts +1 -1
package/src/prompts/policy-cards.ts +1 -1
package/src/routing/classify-intent.ts +4 -5
package/src/routing/route-manifest.ts +0 -1
package/src/routing/router-prompt.ts +1 -1
package/src/routing/router.ts +39 -3
package/src/runtime/session-coordinator.ts +2 -17
package/src/system-prompt.ts +1 -1
package/src/tools/AGENTS.md +1 -1
package/src/tools/fundamentals/dcf.ts +57 -7
package/src/tools/index.ts +0 -3
package/src/tools/portfolio/daily-report.ts +10 -4
package/src/tools/technical/backtest.ts +167 -108
package/dist/tools/portfolio/predictions.d.ts +0 -55
package/dist/tools/portfolio/predictions.js +0 -422
package/dist/tools/portfolio/predictions.js.map +0 -1
package/gui/web/dist/assets/CatalogOverlay-CYptsda-.js +0 -1
package/gui/web/dist/assets/index-D5dbWPfM.css +0 -2
package/src/tools/portfolio/predictions.ts +0 -553

package/gui/web/dist/index.html CHANGED Viewed

@@ -8,8 +8,8 @@
     <link rel="preconnect" href="https://fonts.googleapis.com" />
     <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
     <link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=JetBrains+Mono:wght@400;500&display=swap" rel="stylesheet" />
-    <script type="module" crossorigin src="/assets/index-B7QAjY5g.js"></script>
-    <link rel="stylesheet" crossorigin href="/assets/index-D5dbWPfM.css">
+    <script type="module" crossorigin src="/assets/index-DvMjkOP9.js"></script>
+    <link rel="stylesheet" crossorigin href="/assets/index-BzyqyVnd.css">
   </head>
   <body>
     <div id="root"></div>

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "opencandle",
-  "version": "0.10.0",
+  "version": "0.11.0",
   "description": "Financial trading & investing agent",
   "license": "MIT",
   "homepage": "https://opencandle.app",
@@ -14,7 +14,9 @@
   "type": "module",
   "workspaces": [
     "gui/server",
-    "gui/web"
+    "gui/web",
+    "packages/ui",
+    "website"
   ],
   "bin": {
     "opencandle": "dist/cli.js"
@@ -86,7 +88,7 @@
     "prestart": "npm run check:node",
     "start": "tsx src/cli.ts",
     "gui:web:build": "npm --workspace @opencandle/gui-web run build",
-    "docs:site:build": "node website/build.mjs",
+    "docs:site:build": "npm --workspace @opencandle/website run build",
     "docs:site:serve": "node website/serve.mjs",
     "docs:links:check": "node scripts/check-public-doc-links.mjs",
     "gui": "tsx gui/server/server.ts",
@@ -104,6 +106,7 @@
     "test:e2e:credential-per-workflow-cap": "tsx tests/e2e/credential-per-workflow-cap.test.ts",
     "test:gui:browser": "OPENCANDLE_GUI_BROWSER=1 vitest run --config vitest.config.gui.ts",
     "test:e2e:providers": "tsx tests/e2e/providers.test.ts",
+    "test:e2e:harness-dcf": "tsx tests/e2e/harness-dcf.test.ts",
     "test:evals": "vitest run --config vitest.config.evals.ts",
     "eval:router-live": "tsx tests/scripts/run-live-router-eval.ts",
     "test:evals:usually": "EVAL_TIER=usually vitest run --config vitest.config.evals.ts",

package/src/analysts/orchestrator.ts CHANGED Viewed

@@ -148,34 +148,11 @@ Additionally check:
 Output: VALIDATED if all checks pass, or list specific corrections needed.`;
-const SYNTHESIS_PROMPT_NO_DEBATE = (symbol: string) =>
-  `**[Synthesis]** You have received five analyst signals above for ${symbol}. Tally the SIGNAL votes (BUY/HOLD/SELL) and weight them by CONVICTION scores. Then provide:
-1. **Vote Tally**: X BUY, Y HOLD, Z SELL — weighted average conviction
-2. **Verdict**: Buy, Hold, or Sell — based on the signal consensus
-3. **Key thesis** in 2-3 sentences
-4. **Bull case** — what could go right
-5. **Bear case** — what could go wrong
-6. **Key levels** — entry, stop-loss, and target prices
-7. **Position sizing recommendation** based on risk profile
-Be direct and actionable. This is your final word on ${symbol}.`;
-const VALIDATION_PROMPT_NO_DEBATE = (symbol: string) =>
-  `**[Validation Check]** Review your complete analysis of ${symbol} above. For each specific number you cited (price, P/E, revenue, RSI, intrinsic value, etc.), verify it matches the tool output data you received. Flag any inconsistencies. If you stated a number without fetching it first, call that out as UNVERIFIED. Output: VALIDATED if all numbers check out, or list specific corrections needed.`;
 export function getInitialAnalysisPrompt(symbol: string): string {
   return `Begin comprehensive analysis of ${symbol}. Start by getting the current stock quote.`;
 }
-export interface ComprehensiveAnalysisOptions {
-  debate?: boolean;
-}
-export function buildComprehensiveAnalysisDefinition(
-  symbol: string,
-  options?: ComprehensiveAnalysisOptions,
-): WorkflowDefinition {
-  const debate = options?.debate ?? true;
+export function buildComprehensiveAnalysisDefinition(symbol: string): WorkflowDefinition {
   const roles: AnalystRole[] = ["valuation", "momentum", "options", "contrarian", "risk"];
   const analystOutputs = roles.map((r) => `${r}_signal`);
@@ -193,45 +170,27 @@ export function buildComprehensiveAnalysisDefinition(
     ),
   ];
-  if (debate) {
-    return {
-      workflowType: "comprehensive_analysis",
-      steps: [
-        ...analystSteps,
-        promptStep("debate_bull", "Bull researcher case", buildBullPrompt(symbol), {
-          requiredInputs: analystOutputs,
-          expectedOutputs: ["bull_thesis"],
-        }),
-        promptStep("debate_bear", "Bear researcher case", buildBearPrompt(symbol), {
-          requiredInputs: [...analystOutputs, "bull_thesis"],
-          expectedOutputs: ["bear_thesis"],
-        }),
-        promptStep("debate_rebuttal", "Bull rebuttal (self-gating)", buildRebuttalPrompt(symbol), {
-          requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis"],
-          expectedOutputs: ["rebuttal"],
-        }),
-        promptStep("synthesis", "Resolve the debate", buildSynthesisPrompt(symbol), {
-          requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis", "rebuttal"],
-          expectedOutputs: ["verdict"],
-        }),
-        promptStep("validation", "Validate cited numbers", VALIDATION_PROMPT_DEBATE(symbol), {
-          skippable: true,
-          requiredInputs: ["verdict"],
-          expectedOutputs: ["validation_result"],
-        }),
-      ],
-    };
-  }
   return {
     workflowType: "comprehensive_analysis",
     steps: [
       ...analystSteps,
-      promptStep("synthesis", "Synthesize analyst signals", SYNTHESIS_PROMPT_NO_DEBATE(symbol), {
+      promptStep("debate_bull", "Bull researcher case", buildBullPrompt(symbol), {
         requiredInputs: analystOutputs,
+        expectedOutputs: ["bull_thesis"],
+      }),
+      promptStep("debate_bear", "Bear researcher case", buildBearPrompt(symbol), {
+        requiredInputs: [...analystOutputs, "bull_thesis"],
+        expectedOutputs: ["bear_thesis"],
+      }),
+      promptStep("debate_rebuttal", "Bull rebuttal (self-gating)", buildRebuttalPrompt(symbol), {
+        requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis"],
+        expectedOutputs: ["rebuttal"],
+      }),
+      promptStep("synthesis", "Resolve the debate", buildSynthesisPrompt(symbol), {
+        requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis", "rebuttal"],
         expectedOutputs: ["verdict"],
       }),
-      promptStep("validation", "Validate cited numbers", VALIDATION_PROMPT_NO_DEBATE(symbol), {
+      promptStep("validation", "Validate cited numbers", VALIDATION_PROMPT_DEBATE(symbol), {
         skippable: true,
         requiredInputs: ["verdict"],
         expectedOutputs: ["validation_result"],

package/src/cli-main.ts CHANGED Viewed

@@ -1,6 +1,8 @@
 import { spawn } from "node:child_process";
+import { randomUUID } from "node:crypto";
 import { createRequire } from "node:module";
 import { dirname, resolve } from "node:path";
+import { createInterface } from "node:readline/promises";
 import { fileURLToPath } from "node:url";
 import {
   AuthStorage,
@@ -11,6 +13,7 @@ import {
   InteractiveMode,
   initTheme,
   ModelRegistry,
+  SessionManager,
   SettingsManager,
 } from "@earendil-works/pi-coding-agent";
 import { loadEnv } from "./config.js";
@@ -19,10 +22,13 @@ import { createOpenCandleSession } from "./pi/session.js";
 import { continueOpenCandleSession } from "./pi/session-storage.js";
 import {
   acquireSessionWriterLock,
+  migrateWriterLockScope,
   refreshSessionWriterLock,
   releaseSessionWriterLock,
+  type WriterLock,
   writerLockScopeForSession,
 } from "./pi/session-writer-lock.js";
+import { startTuiSessionCoordinatorServer } from "./pi/tui-session-coordinator.js";
 const require = createRequire(import.meta.url);
 const packageRoot = resolve(dirname(fileURLToPath(import.meta.url)), "..");
@@ -196,22 +202,62 @@ async function main(): Promise<void> {
   initTheme(settingsManager.getTheme(), true);
   const sessionManager = continueOpenCandleSession(cwd);
+  let activeSessionManager = sessionManager;
   const sessionWriterLockScope = writerLockScopeForSession(sessionManager);
-  const sessionWriterLock = await acquireSessionWriterLock(sessionWriterLockScope, "tui");
+  let runtime: Awaited<ReturnType<typeof createAgentSessionRuntime>> | undefined;
+  const tuiCoordinator = await startTuiSessionCoordinatorServer({
+    getSession: () => {
+      if (!runtime) throw new Error("OpenCandle is still starting this session.");
+      return runtime.session;
+    },
+    getSessionManager: () => activeSessionManager,
+    getModelUnavailableMessage: () => {
+      if (!runtime) return "OpenCandle is still starting this session.";
+      const session = runtime.session;
+      const model = session.model;
+      if (!model) {
+        return "Connect an AI model before chat can run. Paste a Google Gemini, OpenAI, or Anthropic API key in the setup panel.";
+      }
+      if (!session.modelRegistry.hasConfiguredAuth(model)) {
+        return "Connect an AI model before chat can run. Paste a Google Gemini, OpenAI, or Anthropic API key in the setup panel.";
+      }
+      return null;
+    },
+    syncWriterLockScope: () => syncActiveSessionWriterLockScope(),
+  });
+  const sessionWriterLock = await acquireSessionWriterLock(sessionWriterLockScope, "tui", {
+    coordinatorEndpoint: tuiCoordinator.endpoint,
+    coordinatorSecret: tuiCoordinator.secret,
+  });
   if (sessionWriterLock.role !== "writer") {
-    console.error(
-      `Session is currently being written by ${sessionWriterLock.lock.processKind} (pid ${sessionWriterLock.lock.pid}).`,
-    );
+    await tuiCoordinator.close();
+    if (await runFollowerTuiProxy(sessionWriterLock.lock, sessionManager, cwd)) return;
+    console.error("OpenCandle is syncing this session in another window. Try again shortly.");
     process.exitCode = 1;
     return;
   }
   let activeSessionWriterLockScope = sessionWriterLockScope;
-  const writerLockHeartbeat = setInterval(
-    () => refreshSessionWriterLock(activeSessionWriterLockScope),
-    5000,
-  );
+  let activeSessionWriterLockLost = false;
+  function syncActiveSessionWriterLockScope(): void {
+    if (activeSessionWriterLockLost) throw new Error("OpenCandle is reconnecting to this session.");
+    const nextScope = writerLockScopeForSession(activeSessionManager);
+    if (nextScope === activeSessionWriterLockScope) return;
+    if (migrateWriterLockScope(activeSessionWriterLockScope, nextScope)) {
+      activeSessionWriterLockScope = nextScope;
+    } else {
+      activeSessionWriterLockLost = true;
+      throw new Error("OpenCandle is reconnecting to this session.");
+    }
+  }
+  const writerLockHeartbeat = setInterval(() => {
+    try {
+      syncActiveSessionWriterLockScope();
+      refreshSessionWriterLock(activeSessionWriterLockScope);
+    } catch {
+      clearInterval(writerLockHeartbeat);
+    }
+  }, 5000);
-  let runtime: Awaited<ReturnType<typeof createAgentSessionRuntime>> | undefined;
   try {
     runtime = await createAgentSessionRuntime(
       async (opts) => {
@@ -239,20 +285,28 @@ async function main(): Promise<void> {
       },
       { cwd, agentDir, sessionManager },
     );
+    syncActiveSessionWriterLockScope();
     runtime.setRebindSession(async (nextSession) => {
       const nextSessionWriterLockScope = writerLockScopeForSession(nextSession.sessionManager);
-      if (nextSessionWriterLockScope === activeSessionWriterLockScope) return;
+      if (nextSessionWriterLockScope === activeSessionWriterLockScope) {
+        activeSessionManager = nextSession.sessionManager;
+        syncActiveSessionWriterLockScope();
+        return;
+      }
       const nextSessionWriterLock = await acquireSessionWriterLock(
         nextSessionWriterLockScope,
         "tui",
+        {
+          coordinatorEndpoint: tuiCoordinator.endpoint,
+          coordinatorSecret: tuiCoordinator.secret,
+        },
       );
       if (nextSessionWriterLock.role !== "writer") {
-        throw new Error(
-          `Session is currently being written by ${nextSessionWriterLock.lock.processKind} (pid ${nextSessionWriterLock.lock.pid}).`,
-        );
+        throw new Error("OpenCandle is syncing this session in another window. Try again shortly.");
       }
       releaseSessionWriterLock(activeSessionWriterLockScope);
       activeSessionWriterLockScope = nextSessionWriterLockScope;
+      activeSessionManager = nextSession.sessionManager;
     });
     const interactiveMode = new InteractiveMode(runtime, {
       modelFallbackMessage: shouldSuppressFallbackMessage
@@ -263,8 +317,194 @@ async function main(): Promise<void> {
   } finally {
     clearInterval(writerLockHeartbeat);
     releaseSessionWriterLock(activeSessionWriterLockScope);
+    await tuiCoordinator.close();
     await runtime?.dispose();
   }
 }
+async function runFollowerTuiProxy(
+  lock: WriterLock,
+  sessionManager: ReturnType<typeof continueOpenCandleSession>,
+  cwd: string,
+): Promise<boolean> {
+  if (!lock.coordinatorEndpoint || !lock.coordinatorSecret) return false;
+  if (!process.stdin.isTTY) return false;
+  const input = createInterface({ input: process.stdin, output: process.stdout });
+  const follower = startFollowerTranscriptPrinter(sessionManager, cwd);
+  try {
+    console.log("Connected to the active OpenCandle session. Type /exit to close.");
+    while (true) {
+      const prompt = (await input.question("> ")).trim();
+      if (!prompt) continue;
+      if (prompt === "/exit" || prompt === "/quit") break;
+      await forwardTuiPrompt(lock, sessionManager.getSessionId(), prompt);
+      follower.markSeen();
+    }
+  } finally {
+    follower.stop();
+    input.close();
+  }
+  return true;
+}
+function startFollowerTranscriptPrinter(
+  sessionManager: ReturnType<typeof continueOpenCandleSession>,
+  cwd: string,
+): { stop: () => void; markSeen: () => void } {
+  const sessionFile = sessionManager.getSessionFile();
+  if (!sessionFile) return { stop: () => {}, markSeen: () => {} };
+  const seenEntryIds = new Set(
+    sessionManager
+      .getEntries()
+      .map((entry) => entryId(entry))
+      .filter((id): id is string => Boolean(id)),
+  );
+  const openFreshSession = () =>
+    SessionManager.open(sessionFile, sessionManager.getSessionDir(), cwd);
+  const markSeen = () => {
+    try {
+      for (const entry of openFreshSession().getEntries()) {
+        const id = entryId(entry);
+        if (id) seenEntryIds.add(id);
+      }
+    } catch {
+      // The owner may be rotating the session file; the next poll will catch up.
+    }
+  };
+  let polling = false;
+  const poll = () => {
+    if (polling) return;
+    polling = true;
+    try {
+      for (const entry of openFreshSession().getEntries()) {
+        const id = entryId(entry);
+        if (!id || seenEntryIds.has(id)) continue;
+        seenEntryIds.add(id);
+        const text = followerEntryText(entry);
+        if (text) process.stdout.write(`\n${text}\n`);
+      }
+    } catch {
+      // The owner may be rotating the session file; the next poll will catch up.
+    } finally {
+      polling = false;
+    }
+  };
+  const interval = setInterval(poll, 1000);
+  return { stop: () => clearInterval(interval), markSeen };
+}
+function entryId(entry: unknown): string | null {
+  const record = asRecord(entry);
+  return typeof record.id === "string" ? record.id : null;
+}
+function followerEntryText(entry: unknown): string {
+  const record = asRecord(entry);
+  if (record.type === "message") {
+    const message = asRecord(record.message);
+    const role = typeof message.role === "string" ? message.role : "message";
+    const text = contentText(message.content);
+    return text ? `${role}: ${text}` : "";
+  }
+  if (record.type === "custom") {
+    const text = contentText(record.message ?? record.text ?? record.content);
+    return text ? `system: ${text}` : "";
+  }
+  return "";
+}
+async function forwardTuiPrompt(
+  lock: WriterLock,
+  sessionId: string,
+  prompt: string,
+): Promise<void> {
+  if (!lock.coordinatorEndpoint || !lock.coordinatorSecret) return;
+  const response = await fetch(
+    new URL("/api/local-coordinator/chat-run", lock.coordinatorEndpoint),
+    {
+      method: "POST",
+      headers: {
+        "content-type": "application/json",
+        "x-opencandle-coordinator-secret": lock.coordinatorSecret,
+      },
+      body: JSON.stringify({
+        prompt,
+        sessionId,
+        actionId: `tui-proxy-${randomUUID()}`,
+      }),
+    },
+  );
+  if (!response.ok) {
+    const body = (await response.json().catch(() => ({}))) as { error?: string };
+    console.error(body.error || response.statusText);
+    return;
+  }
+  await printSseResponse(response);
+}
+async function printSseResponse(response: Response): Promise<void> {
+  const reader = response.body?.getReader();
+  if (!reader) return;
+  const decoder = new TextDecoder();
+  let buffer = "";
+  while (true) {
+    const { value, done } = await reader.read();
+    if (done) break;
+    buffer += decoder.decode(value, { stream: true });
+    let index = buffer.indexOf("\n\n");
+    while (index !== -1) {
+      const block = buffer.slice(0, index);
+      buffer = buffer.slice(index + 2);
+      printSseBlock(block);
+      index = buffer.indexOf("\n\n");
+    }
+  }
+}
+function printSseBlock(block: string): void {
+  const data = block
+    .split("\n")
+    .filter((line) => line.startsWith("data:"))
+    .map((line) => line.slice(5).trim())
+    .join("\n");
+  if (!data) return;
+  const event = JSON.parse(data) as {
+    type?: string;
+    role?: string;
+    text?: string;
+    content?: Array<{ type?: string; text?: string }>;
+    error?: { message?: string };
+  };
+  const text = sseEventText(event);
+  if (event.type === "message.completed" && text) {
+    process.stdout.write(`${text}\n`);
+  } else if (event.type === "run.failed") {
+    process.stderr.write(`${event.error?.message || "Run failed"}\n`);
+  }
+}
+function sseEventText(event: {
+  text?: string;
+  content?: Array<{ type?: string; text?: string }>;
+}): string {
+  if (event.text) return event.text;
+  return contentText(event.content);
+}
+function contentText(content: unknown): string {
+  if (typeof content === "string") return content;
+  if (!Array.isArray(content)) return "";
+  return content
+    .filter((part) => part.type === "text" && part.text)
+    .map((part) => part.text)
+    .join("");
+}
+function asRecord(value: unknown): Record<string, unknown> {
+  return typeof value === "object" && value !== null && !Array.isArray(value)
+    ? (value as Record<string, unknown>)
+    : {};
+}
 await main();

package/src/config.ts CHANGED Viewed

@@ -14,7 +14,7 @@ export interface SentimentConfig {
   maxNotableClaims?: number;
 }
-export type RouterMode = "rules" | "llm";
+export type RouterMode = "llm";
 export type ToolScopeMode = "observe" | "enforce";
 export type PlanningMigrationStatuses = Partial<Record<TaskFamily, PlanningBehaviorMode>>;
@@ -24,13 +24,10 @@ export interface Config {
   braveApiKey?: string;
   exaApiKey?: string;
   finnhubApiKey?: string;
-  /** Enable adversarial bull/bear debate in comprehensive analysis. Default: true. */
-  debate?: boolean;
   /**
-   * Intent-router mode. `"rules"` (default) uses the deterministic rule
-   * router (`classifyIntent` + `extractPreferences`). `"llm"` opts into the
-   * LLM router ahead of prompt assembly. Controlled by
-   * `OPENCANDLE_ROUTER_MODE`.
+   * Intent-router mode. The LLM router is the only production routing path;
+   * `OPENCANDLE_ROUTER_MODE` accepts only `"llm"` (or unset). The removed
+   * `"rules"` value fails startup with migration guidance.
    */
   routerMode: RouterMode;
   /**
@@ -66,8 +63,6 @@ export interface OpenCandleFileConfig {
       apiKey?: string;
     };
   };
-  /** Enable adversarial bull/bear debate in comprehensive analysis. Default: true. */
-  debate?: boolean;
   sentiment?: {
     retentionDays?: number;
     defaultSubreddits?: string[];
@@ -95,7 +90,7 @@ export function loadEnv(path = ".env"): void {
     if (eqIndex === -1) continue;
     const key = trimmed.slice(0, eqIndex).trim();
     const value = trimmed.slice(eqIndex + 1).trim();
-    if (key && value) {
+    if (key && value && process.env[key] === undefined) {
       process.env[key] = value;
     }
   }
@@ -141,11 +136,13 @@ const PLANNING_BEHAVIOR_MODES = [
 function resolveRouterMode(): RouterMode {
   const raw = process.env.OPENCANDLE_ROUTER_MODE;
-  if (raw === undefined || raw === "") return "rules";
-  if (raw === "rules" || raw === "llm") return raw;
-  throw new Error(
-    `Invalid OPENCANDLE_ROUTER_MODE="${raw}". Allowed values: "rules" (default) or "llm".`,
-  );
+  if (raw === undefined || raw === "" || raw === "llm") return "llm";
+  if (raw === "rules") {
+    throw new Error(
+      'OPENCANDLE_ROUTER_MODE="rules" was removed: the deterministic rules router is no longer a production routing path. Unset OPENCANDLE_ROUTER_MODE to use the LLM router.',
+    );
+  }
+  throw new Error(`Invalid OPENCANDLE_ROUTER_MODE="${raw}". Allowed value: "llm" (default).`);
 }
 function resolveToolScopeMode(): ToolScopeMode {
@@ -191,7 +188,6 @@ function isPlanningBehaviorMode(value: string | undefined): value is PlanningBeh
 }
 function resolveConfig(fileConfig: OpenCandleFileConfig): Config {
-  const debateEnv = process.env.OPENCANDLE_DEBATE;
   const fileSentiment = fileConfig.sentiment;
   return {
     alphaVantageApiKey:
@@ -200,10 +196,6 @@ function resolveConfig(fileConfig: OpenCandleFileConfig): Config {
     braveApiKey: process.env.BRAVE_API_KEY ?? fileConfig.providers?.brave?.apiKey,
     exaApiKey: process.env.EXA_API_KEY ?? fileConfig.providers?.exa?.apiKey,
     finnhubApiKey: process.env.FINNHUB_API_KEY ?? fileConfig.providers?.finnhub?.apiKey,
-    debate:
-      debateEnv !== undefined
-        ? debateEnv !== "false" && debateEnv !== "0"
-        : (fileConfig.debate ?? true),
     routerMode: resolveRouterMode(),
     toolScopeMode: resolveToolScopeMode(),
     planningMigrationStatuses: resolvePlanningMigrationStatuses(),

package/src/market-state/daily-report.ts CHANGED Viewed

@@ -17,25 +17,18 @@ export interface DailyWatchlistReport {
   dataGaps: string[];
 }
-export function getOrCreateDefaultWatchlistReportTemplate(
+// Returns the configured default-watchlist morning template if one exists.
+// Manual report runs must never create a schedule template as a side effect;
+// only the explicit configure flow stores schedule intent.
+export function findDefaultWatchlistReportTemplate(
   service: MarketStateService,
-): ReportTemplateRecord {
-  const existing = service
+): ReportTemplateRecord | undefined {
+  return service
     .listReportTemplates()
     .find(
       (template) =>
         template.reportType === "watchlist_daily" && targetsDefaultWatchlist(template.configJson),
     );
-  if (existing) return existing;
-  return service.createReportTemplate({
-    name: "Morning watchlist",
-    reportType: "watchlist_daily",
-    cadence: "daily",
-    timezone: Intl.DateTimeFormat().resolvedOptions().timeZone,
-    localTime: "08:00",
-    config: { targets: { default_watchlist: true } },
-    enabled: true,
-  });
 }
 export async function recordDailyWatchlistReportRun(
@@ -129,9 +122,6 @@ export async function generateDailyWatchlistReport(
     `Recent alerts`,
     `  ${service.listAlertEvents().length} recorded alert event(s).`,
     ``,
-    `Technical snapshot`,
-    `  Deferred unless quote/history data is available through a later section builder.`,
-    ``,
     `Data gaps`,
     ...dataGapLines,
   ];