opencandle 0.10.0 → 0.11.1

package/dist/config.js

@@ -17,7 +17,7 @@ export function loadEnv(path = ".env") {
             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;
         }
     }
@@ -58,11 +58,12 @@ const PLANNING_BEHAVIOR_MODES = [
 ];
 function resolveRouterMode() {
     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() {
     const raw = process.env.OPENCANDLE_TOOL_SCOPE_MODE;
@@ -100,7 +101,6 @@ function isPlanningBehaviorMode(value) {
     return PLANNING_BEHAVIOR_MODES.includes(value);
 }
 function resolveConfig(fileConfig) {
-    const debateEnv = process.env.OPENCANDLE_DEBATE;
     const fileSentiment = fileConfig.sentiment;
     return {
         alphaVantageApiKey: process.env.ALPHA_VANTAGE_API_KEY ?? fileConfig.providers?.alphaVantage?.apiKey,
@@ -108,9 +108,6 @@ function resolveConfig(fileConfig) {
         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/dist/config.js.map

@@ -1 +1 @@
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package/dist/doctor/report.js

@@ -327,7 +327,7 @@ function providerStatusCheck(status, modeOverride) {
             summary: ok ? "Reachable" : `Not reachable (${status.state})`,
             remediation: ok
                 ? undefined
-                : "Check network connectivity and retry. Core quote and market-data workflows depend on Yahoo Finance reachability.",
+                : `Check network connectivity and retry. OpenCandle uses ${provider.displayName} through a public HTTP endpoint.`,
             metadata: { ...metadata, statusCode: status.statusCode ?? null },
         };
     }

package/dist/doctor/report.js.map

@@ -1 +1 @@
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package/dist/infra/cache.d.ts

@@ -5,6 +5,10 @@ export interface StaleResult<T> {
 }
 export declare function runWithStaleMetadata<T>(fn: () => Promise<T>): Promise<{
     value: T;
+    cache?: {
+        status: "cached" | "stale";
+        cachedAt: number;
+    };
     stale?: {
         cachedAt: number;
     };
@@ -35,6 +39,7 @@ export declare const TTL: {
     readonly CRUMB: 900000;
     readonly WEB_SEARCH: 300000;
     readonly FINNHUB_NEWS: 300000;
+    readonly PREDICTION_MARKETS: 300000;
 };
 export declare const STALE_LIMIT: {
     readonly QUOTE: number;
@@ -46,4 +51,5 @@ export declare const STALE_LIMIT: {
     readonly SCREENER: number;
     readonly WEB_SEARCH: 3600000;
     readonly FINNHUB_NEWS: 3600000;
+    readonly PREDICTION_MARKETS: 3600000;
 };

package/dist/infra/cache.js

@@ -1,11 +1,14 @@
 import { AsyncLocalStorage } from "node:async_hooks";
-const staleMetadataStorage = new AsyncLocalStorage();
+const cacheMetadataStorage = new AsyncLocalStorage();
 export async function runWithStaleMetadata(fn) {
-    const metadata = { stale: false, cachedAt: 0 };
-    const value = await staleMetadataStorage.run(metadata, fn);
+    const metadata = { status: "none", cachedAt: 0 };
+    const value = await cacheMetadataStorage.run(metadata, fn);
     return {
         value,
-        stale: metadata.stale ? { cachedAt: metadata.cachedAt } : undefined,
+        cache: metadata.status === "cached" || metadata.status === "stale"
+            ? { status: metadata.status, cachedAt: metadata.cachedAt }
+            : undefined,
+        stale: metadata.status === "stale" ? { cachedAt: metadata.cachedAt } : undefined,
     };
 }
 export class Cache {
@@ -16,6 +19,11 @@ export class Cache {
             return undefined;
         if (Date.now() > entry.expiresAt)
             return undefined;
+        const metadata = cacheMetadataStorage.getStore();
+        if (metadata && metadata.status === "none") {
+            metadata.status = "cached";
+            metadata.cachedAt = entry.cachedAt;
+        }
         return entry.value;
     }
     /**
@@ -31,9 +39,9 @@ export class Cache {
             this.store.delete(key);
             return undefined;
         }
-        const metadata = staleMetadataStorage.getStore();
+        const metadata = cacheMetadataStorage.getStore();
         if (metadata) {
-            metadata.stale = true;
+            metadata.status = "stale";
             metadata.cachedAt = entry.cachedAt;
         }
         return { value: entry.value, stale: true, cachedAt: entry.cachedAt };
@@ -69,6 +77,7 @@ export const TTL = {
     CRUMB: 900_000, // 15 minutes
     WEB_SEARCH: 300_000, // 5 minutes
     FINNHUB_NEWS: 300_000, // 5 minutes
+    PREDICTION_MARKETS: 300_000, // 5 minutes
 };
 // Stale limits — how long past TTL expiry a cached value is still useful as fallback
 export const STALE_LIMIT = {
@@ -81,5 +90,6 @@ export const STALE_LIMIT = {
     SCREENER: 15 * 60_000, // 15 minutes
     WEB_SEARCH: 3_600_000, // 1 hour
     FINNHUB_NEWS: 3_600_000, // 1 hour
+    PREDICTION_MARKETS: 3_600_000, // 1 hour
 };
 //# sourceMappingURL=cache.js.map

package/dist/infra/cache.js.map

@@ -1 +1 @@
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package/dist/infra/freshness.d.ts

@@ -0,0 +1,21 @@
+import { type MarketSession } from "./market-calendar.js";
+export interface FreshnessStamp {
+    fetchedAt: string;
+    providerDataAt?: string;
+    providerDataDate?: string;
+    cacheStatus: "live" | "cached" | "stale";
+    cachedAt?: string;
+    marketSession: MarketSession;
+    dataDelayMs?: number;
+    isStaleForSession: boolean;
+}
+export declare function buildFreshnessStamp(input: {
+    asOf?: string | number | Date;
+    cached?: boolean;
+    stale?: boolean;
+    cachedAt?: string;
+    dataDelayMs?: number;
+    now?: Date;
+    assetClass?: "equity" | "crypto";
+}): FreshnessStamp;
+export declare function formatAsOfLine(stamp: FreshnessStamp): string;

package/dist/infra/freshness.js

@@ -0,0 +1,119 @@
+import { classifyMarketStatusAt, lastTradingDay, localDateTimeParts, } from "./market-calendar.js";
+export function buildFreshnessStamp(input) {
+    const now = input.now ?? new Date();
+    const parsedAsOf = normalizeAsOf(input.asOf);
+    const fetchedAt = now.toISOString();
+    const cacheStatus = input.stale ? "stale" : input.cached ? "cached" : "live";
+    const marketSession = input.assetClass === "crypto" ? "unknown" : classifyMarketStatusAt(now);
+    const cachedAt = input.cachedAt ? normalizeDate(input.cachedAt)?.toISOString() : undefined;
+    const providerDataAt = parsedAsOf?.date.toISOString();
+    const providerDataDate = parsedAsOf?.dateOnly;
+    const isStaleForSession = input.assetClass === "crypto"
+        ? isCryptoStale(parsedAsOf?.date, cachedAt, now, cacheStatus)
+        : isEquityStale(parsedAsOf, cacheStatus, now);
+    return {
+        fetchedAt,
+        providerDataAt,
+        providerDataDate,
+        cacheStatus,
+        cachedAt,
+        marketSession,
+        dataDelayMs: input.dataDelayMs,
+        isStaleForSession,
+    };
+}
+export function formatAsOfLine(stamp) {
+    if (stamp.isStaleForSession && stamp.providerDataAt) {
+        const date = stamp.providerDataDate ?? formatEtDate(new Date(stamp.providerDataAt));
+        const parenthetical = staleSessionParenthetical(stamp.marketSession);
+        const cached = stamp.cachedAt
+            ? ` Cached from ${formatEtDateTime(new Date(stamp.cachedAt))} ET.`
+            : "";
+        return `Last available price as of ${date}${parenthetical}. This is not a live quote.${cached}`;
+    }
+    if (stamp.cacheStatus === "stale" && stamp.cachedAt) {
+        const notLive = stamp.isStaleForSession ? " This is not a live quote." : "";
+        return `Using cached data from ${formatEtDateTime(new Date(stamp.cachedAt))} ET (provider unavailable).${notLive}`;
+    }
+    if (stamp.providerDataAt || stamp.dataDelayMs !== undefined) {
+        const reference = stamp.providerDataAt ?? stamp.cachedAt ?? stamp.fetchedAt;
+        const asOf = stamp.providerDataDate ?? formatEtDateTime(new Date(reference));
+        if (stamp.dataDelayMs !== undefined)
+            return `As of ${asOf} ET (~${Math.round(stamp.dataDelayMs / 60_000)}m delayed).`;
+        return `As of ${asOf} ET (${marketSessionLabel(stamp.marketSession)}).`;
+    }
+    return `As of ${formatEtDateTime(new Date(stamp.fetchedAt))} ET (${marketSessionLabel(stamp.marketSession)}).`;
+}
+function normalizeAsOf(asOf) {
+    if (asOf === undefined)
+        return undefined;
+    if (asOf instanceof Date)
+        return Number.isNaN(asOf.getTime()) ? undefined : { date: asOf };
+    if (typeof asOf === "number") {
+        const milliseconds = asOf < 10_000_000_000 ? asOf * 1000 : asOf;
+        const date = new Date(milliseconds);
+        return Number.isNaN(date.getTime()) ? undefined : { date };
+    }
+    if (/^\d{4}-\d{2}-\d{2}$/.test(asOf)) {
+        const date = new Date(`${asOf}T00:00:00.000Z`);
+        return Number.isNaN(date.getTime()) ? undefined : { date, dateOnly: asOf };
+    }
+    const date = new Date(asOf);
+    return Number.isNaN(date.getTime()) ? undefined : { date };
+}
+function normalizeDate(value) {
+    const date = new Date(value);
+    return Number.isNaN(date.getTime()) ? undefined : date;
+}
+function isEquityStale(parsedAsOf, cacheStatus, now) {
+    if (!parsedAsOf)
+        return cacheStatus === "stale";
+    const localNow = localDateTimeParts(now, "America/New_York");
+    const providerTradingDate = parsedAsOf.dateOnly ?? localDateTimeParts(parsedAsOf.date, "America/New_York").date;
+    const marketSession = classifyMarketStatusAt(now);
+    const requiredTradingDate = marketSession === "open" ||
+        marketSession === "after_close" ||
+        marketSession === "closed_after_hours"
+        ? localNow.date
+        : lastTradingDay(localNow.date);
+    return providerTradingDate < requiredTradingDate;
+}
+function isCryptoStale(providerDate, cachedAt, now, cacheStatus) {
+    const reference = providerDate ?? (cacheStatus === "stale" && cachedAt ? new Date(cachedAt) : undefined);
+    if (!reference)
+        return cacheStatus === "stale";
+    return now.getTime() - reference.getTime() > 15 * 60_000;
+}
+function formatEtDate(date) {
+    return localDateTimeParts(date, "America/New_York").date;
+}
+function formatEtDateTime(date) {
+    const parts = localDateTimeParts(date, "America/New_York");
+    return `${parts.date} ${parts.time}`;
+}
+function staleSessionParenthetical(marketSession) {
+    if (marketSession === "closed_weekend")
+        return " (market closed — weekend)";
+    if (marketSession === "closed_holiday")
+        return " (market closed — holiday)";
+    return "";
+}
+function marketSessionLabel(marketSession) {
+    switch (marketSession) {
+        case "open":
+            return "market open";
+        case "pre_market":
+            return "pre-market";
+        case "closed_weekend":
+            return "market closed — weekend";
+        case "closed_holiday":
+            return "market closed — holiday";
+        case "after_close":
+            return "after close";
+        case "closed_after_hours":
+            return "market closed";
+        case "unknown":
+            return "market session unknown";
+    }
+}
+//# sourceMappingURL=freshness.js.map

package/dist/infra/freshness.js.map

@@ -0,0 +1 @@
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package/dist/infra/market-calendar.d.ts

@@ -0,0 +1,14 @@
+export type MarketSession = "closed_weekend" | "closed_holiday" | "pre_market" | "open" | "after_close" | "closed_after_hours" | "unknown";
+export interface LocalDateTimeParts {
+    date: string;
+    time: string;
+    weekday: string;
+    minutesSinceMidnight: number;
+}
+export declare const KNOWN_US_MARKET_HOLIDAYS: Record<string, string>;
+export declare function marketHolidayName(key: string): string | undefined;
+export declare function classifyMarketStatus(local: LocalDateTimeParts, isWeekend: boolean, isMarketHoliday: boolean, temporalReferences: string[]): Exclude<MarketSession, "unknown">;
+export declare function classifyMarketStatusAt(now: Date): MarketSession;
+export declare function localDateTimeParts(date: Date, timezone: string): LocalDateTimeParts;
+export declare function lastTradingDay(localDate: string): string;
+export declare function isWeekendOrKnownHoliday(key: string): boolean;

package/dist/infra/market-calendar.js

@@ -0,0 +1,137 @@
+export const KNOWN_US_MARKET_HOLIDAYS = new Proxy({}, {
+    get(_target, property) {
+        return typeof property === "string" ? marketHolidayName(property) : undefined;
+    },
+    has(_target, property) {
+        return typeof property === "string" && marketHolidayName(property) !== undefined;
+    },
+});
+export function marketHolidayName(key) {
+    const date = dateFromKey(key);
+    const year = date.getUTCFullYear();
+    for (const candidateYear of [year - 1, year, year + 1]) {
+        const holiday = marketHolidaysForYear(candidateYear).find((entry) => entry.date === key);
+        if (holiday)
+            return holiday.name;
+    }
+    return undefined;
+}
+export function classifyMarketStatus(local, isWeekend, isMarketHoliday, temporalReferences) {
+    if (isWeekend)
+        return "closed_weekend";
+    if (isMarketHoliday)
+        return "closed_holiday";
+    if (local.minutesSinceMidnight < 9 * 60 + 30)
+        return "pre_market";
+    if (local.minutesSinceMidnight < 16 * 60)
+        return "open";
+    if (temporalReferences.includes("after_close"))
+        return "after_close";
+    return "closed_after_hours";
+}
+export function classifyMarketStatusAt(now) {
+    const local = localDateTimeParts(now, "America/New_York");
+    return classifyMarketStatus(local, local.weekday === "Sat" || local.weekday === "Sun", marketHolidayName(local.date) !== undefined, []);
+}
+export function localDateTimeParts(date, timezone) {
+    const formatter = new Intl.DateTimeFormat("en-US", {
+        timeZone: timezone,
+        year: "numeric",
+        month: "2-digit",
+        day: "2-digit",
+        hour: "2-digit",
+        minute: "2-digit",
+        hour12: false,
+        weekday: "short",
+    });
+    const parts = formatter.formatToParts(date).reduce((acc, part) => {
+        acc[part.type] = part.value;
+        return acc;
+    }, {});
+    const hour = Number(parts.hour);
+    const minute = Number(parts.minute);
+    return {
+        date: `${parts.year}-${parts.month}-${parts.day}`,
+        time: `${parts.hour}:${parts.minute}`,
+        weekday: parts.weekday ?? "",
+        minutesSinceMidnight: hour * 60 + minute,
+    };
+}
+export function lastTradingDay(localDate) {
+    let cursor = dateFromKey(localDate);
+    do {
+        cursor = addDays(cursor, -1);
+    } while (isWeekendOrKnownHoliday(dateKey(cursor)));
+    return dateKey(cursor);
+}
+export function isWeekendOrKnownHoliday(key) {
+    const date = dateFromKey(key);
+    const day = date.getUTCDay();
+    return day === 0 || day === 6 || marketHolidayName(key) !== undefined;
+}
+function marketHolidaysForYear(year) {
+    return [
+        observedFixedHoliday(year, 1, 1, "New Year's Day"),
+        nthWeekdayHoliday(year, 1, 1, 3, "Martin Luther King Jr. Day"),
+        nthWeekdayHoliday(year, 2, 1, 3, "Washington's Birthday"),
+        { date: dateKey(addDays(easterDate(year), -2)), name: "Good Friday" },
+        lastWeekdayHoliday(year, 5, 1, "Memorial Day"),
+        observedFixedHoliday(year, 6, 19, "Juneteenth"),
+        observedFixedHoliday(year, 7, 4, "Independence Day"),
+        nthWeekdayHoliday(year, 9, 1, 1, "Labor Day"),
+        nthWeekdayHoliday(year, 11, 4, 4, "Thanksgiving Day"),
+        observedFixedHoliday(year, 12, 25, "Christmas Day"),
+    ];
+}
+function observedFixedHoliday(year, month, day, name) {
+    const actual = new Date(Date.UTC(year, month - 1, day));
+    const weekday = actual.getUTCDay();
+    const observed = weekday === 0 ? addDays(actual, 1) : weekday === 6 ? addDays(actual, -1) : actual;
+    return {
+        date: dateKey(observed),
+        name: observed.getTime() === actual.getTime() ? name : `${name} observed`,
+    };
+}
+function nthWeekdayHoliday(year, month, weekday, occurrence, name) {
+    const first = new Date(Date.UTC(year, month - 1, 1));
+    const offset = (weekday - first.getUTCDay() + 7) % 7;
+    return { date: dateKey(addDays(first, offset + (occurrence - 1) * 7)), name };
+}
+function lastWeekdayHoliday(year, month, weekday, name) {
+    const last = new Date(Date.UTC(year, month, 0));
+    const offset = (last.getUTCDay() - weekday + 7) % 7;
+    return { date: dateKey(addDays(last, -offset)), name };
+}
+function easterDate(year) {
+    const a = year % 19;
+    const b = Math.floor(year / 100);
+    const c = year % 100;
+    const d = Math.floor(b / 4);
+    const e = b % 4;
+    const f = Math.floor((b + 8) / 25);
+    const g = Math.floor((b - f + 1) / 3);
+    const h = (19 * a + b - d - g + 15) % 30;
+    const i = Math.floor(c / 4);
+    const k = c % 4;
+    const l = (32 + 2 * e + 2 * i - h - k) % 7;
+    const m = Math.floor((a + 11 * h + 22 * l) / 451);
+    const easterMonth = Math.floor((h + l - 7 * m + 114) / 31);
+    const easterDay = ((h + l - 7 * m + 114) % 31) + 1;
+    return new Date(Date.UTC(year, easterMonth - 1, easterDay));
+}
+function dateFromKey(key) {
+    const [year, month, day] = key.split("-").map(Number);
+    return new Date(Date.UTC(year, month - 1, day));
+}
+function addDays(date, days) {
+    const next = new Date(date);
+    next.setUTCDate(next.getUTCDate() + days);
+    return next;
+}
+function dateKey(date) {
+    const year = date.getUTCFullYear();
+    const month = String(date.getUTCMonth() + 1).padStart(2, "0");
+    const day = String(date.getUTCDate()).padStart(2, "0");
+    return `${year}-${month}-${day}`;
+}
+//# sourceMappingURL=market-calendar.js.map

package/dist/infra/market-calendar.js.map

@@ -0,0 +1 @@
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package/dist/infra/rate-limiter.js

@@ -47,6 +47,7 @@ rateLimiter.configure("exa", 5, 0.1); // 5 req, ~6 req/min
 rateLimiter.configure("finnhub", 60, 1); // 60 req/min (free tier)
 // TradingView scanner is undocumented; keep usage batch-first and paced.
 rateLimiter.configure("tradingview", 5, 1); // 5 burst, 1 req/s sustained
+rateLimiter.configure("polymarket", 10, 5); // 10 burst, 5 req/s sustained
 // SEC EDGAR fair-access guideline is 10 req/s; stay below it.
 rateLimiter.configure("sec_edgar", 5, 5); // 5 burst, 5 req/s sustained
 //# sourceMappingURL=rate-limiter.js.map

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

@@ -1 +1 @@
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package/dist/market-state/daily-report.d.ts

@@ -11,7 +11,7 @@ export interface DailyWatchlistReport {
     summary: DailyWatchlistReportSummary;
     dataGaps: string[];
 }
-export declare function getOrCreateDefaultWatchlistReportTemplate(service: MarketStateService): ReportTemplateRecord;
+export declare function findDefaultWatchlistReportTemplate(service: MarketStateService): ReportTemplateRecord | undefined;
 export declare function recordDailyWatchlistReportRun(service: MarketStateService, params: {
     templateId?: number | null;
     triggerType: "manual" | "scheduled";