opencandle 0.10.0 → 0.11.1

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Files changed (223) hide show
  1. package/README.md +12 -9
  2. package/dist/analysts/orchestrator.d.ts +3 -4
  3. package/dist/analysts/orchestrator.js +34 -44
  4. package/dist/analysts/orchestrator.js.map +1 -1
  5. package/dist/cli-main.js +242 -9
  6. package/dist/cli-main.js.map +1 -1
  7. package/dist/config.d.ts +4 -9
  8. package/dist/config.js +7 -10
  9. package/dist/config.js.map +1 -1
  10. package/dist/doctor/report.js +1 -1
  11. package/dist/doctor/report.js.map +1 -1
  12. package/dist/infra/cache.d.ts +6 -0
  13. package/dist/infra/cache.js +16 -6
  14. package/dist/infra/cache.js.map +1 -1
  15. package/dist/infra/freshness.d.ts +21 -0
  16. package/dist/infra/freshness.js +119 -0
  17. package/dist/infra/freshness.js.map +1 -0
  18. package/dist/infra/market-calendar.d.ts +14 -0
  19. package/dist/infra/market-calendar.js +137 -0
  20. package/dist/infra/market-calendar.js.map +1 -0
  21. package/dist/infra/rate-limiter.js +1 -0
  22. package/dist/infra/rate-limiter.js.map +1 -1
  23. package/dist/market-state/daily-report.d.ts +1 -1
  24. package/dist/market-state/daily-report.js +5 -16
  25. package/dist/market-state/daily-report.js.map +1 -1
  26. package/dist/market-state/service.d.ts +0 -35
  27. package/dist/market-state/service.js +0 -63
  28. package/dist/market-state/service.js.map +1 -1
  29. package/dist/market-state/summaries.d.ts +8 -0
  30. package/dist/market-state/summaries.js +70 -0
  31. package/dist/market-state/summaries.js.map +1 -0
  32. package/dist/memory/sqlite.js +20 -19
  33. package/dist/memory/sqlite.js.map +1 -1
  34. package/dist/onboarding/providers.d.ts +25 -1
  35. package/dist/onboarding/providers.js +26 -0
  36. package/dist/onboarding/providers.js.map +1 -1
  37. package/dist/pi/opencandle-extension.js +57 -226
  38. package/dist/pi/opencandle-extension.js.map +1 -1
  39. package/dist/pi/session-action-dedupe.d.ts +6 -0
  40. package/dist/pi/session-action-dedupe.js +126 -0
  41. package/dist/pi/session-action-dedupe.js.map +1 -0
  42. package/dist/pi/session-writer-lock.d.ts +26 -2
  43. package/dist/pi/session-writer-lock.js +230 -18
  44. package/dist/pi/session-writer-lock.js.map +1 -1
  45. package/dist/pi/setup.js +5 -5
  46. package/dist/pi/setup.js.map +1 -1
  47. package/dist/pi/tui-session-coordinator.d.ts +15 -0
  48. package/dist/pi/tui-session-coordinator.js +283 -0
  49. package/dist/pi/tui-session-coordinator.js.map +1 -0
  50. package/dist/prompts/context-builder.js +1 -1
  51. package/dist/prompts/policy-cards.js +1 -1
  52. package/dist/prompts/policy-cards.js.map +1 -1
  53. package/dist/providers/alpha-vantage.js +6 -0
  54. package/dist/providers/alpha-vantage.js.map +1 -1
  55. package/dist/providers/coingecko.js +1 -0
  56. package/dist/providers/coingecko.js.map +1 -1
  57. package/dist/providers/polymarket.d.ts +2 -0
  58. package/dist/providers/polymarket.js +163 -0
  59. package/dist/providers/polymarket.js.map +1 -0
  60. package/dist/providers/wrap-provider.js +5 -3
  61. package/dist/providers/wrap-provider.js.map +1 -1
  62. package/dist/providers/yahoo-finance.d.ts +3 -0
  63. package/dist/providers/yahoo-finance.js +206 -10
  64. package/dist/providers/yahoo-finance.js.map +1 -1
  65. package/dist/routing/classify-intent.js +4 -5
  66. package/dist/routing/classify-intent.js.map +1 -1
  67. package/dist/routing/entity-extractor.js +16 -0
  68. package/dist/routing/entity-extractor.js.map +1 -1
  69. package/dist/routing/route-manifest.js +1 -2
  70. package/dist/routing/route-manifest.js.map +1 -1
  71. package/dist/routing/router-llm-client.js +18 -3
  72. package/dist/routing/router-llm-client.js.map +1 -1
  73. package/dist/routing/router-prompt.js +1 -1
  74. package/dist/routing/router.d.ts +1 -1
  75. package/dist/routing/router.js +309 -9
  76. package/dist/routing/router.js.map +1 -1
  77. package/dist/routing/slot-resolver.d.ts +1 -0
  78. package/dist/routing/slot-resolver.js +1 -1
  79. package/dist/routing/slot-resolver.js.map +1 -1
  80. package/dist/runtime/evidence.d.ts +1 -0
  81. package/dist/runtime/evidence.js.map +1 -1
  82. package/dist/runtime/numeric-claims.d.ts +23 -0
  83. package/dist/runtime/numeric-claims.js +100 -0
  84. package/dist/runtime/numeric-claims.js.map +1 -0
  85. package/dist/runtime/planning-evidence.js +1 -76
  86. package/dist/runtime/planning-evidence.js.map +1 -1
  87. package/dist/runtime/prompt-step.d.ts +10 -1
  88. package/dist/runtime/prompt-step.js +116 -2
  89. package/dist/runtime/prompt-step.js.map +1 -1
  90. package/dist/runtime/session-coordinator.d.ts +11 -1
  91. package/dist/runtime/session-coordinator.js +354 -62
  92. package/dist/runtime/session-coordinator.js.map +1 -1
  93. package/dist/runtime/validation.d.ts +3 -1
  94. package/dist/runtime/workflow-events.d.ts +1 -1
  95. package/dist/runtime/workflow-events.js.map +1 -1
  96. package/dist/runtime/workflow-types.d.ts +3 -0
  97. package/dist/runtime/workflow-types.js.map +1 -1
  98. package/dist/system-prompt.js +1 -1
  99. package/dist/tools/fundamentals/comps.d.ts +1 -0
  100. package/dist/tools/fundamentals/comps.js +20 -9
  101. package/dist/tools/fundamentals/comps.js.map +1 -1
  102. package/dist/tools/fundamentals/dcf.d.ts +1 -1
  103. package/dist/tools/fundamentals/dcf.js +190 -76
  104. package/dist/tools/fundamentals/dcf.js.map +1 -1
  105. package/dist/tools/index.d.ts +1 -1
  106. package/dist/tools/index.js +3 -3
  107. package/dist/tools/index.js.map +1 -1
  108. package/dist/tools/macro/event-probabilities.d.ts +8 -0
  109. package/dist/tools/macro/event-probabilities.js +121 -0
  110. package/dist/tools/macro/event-probabilities.js.map +1 -0
  111. package/dist/tools/market/crypto-price.d.ts +4 -1
  112. package/dist/tools/market/crypto-price.js +10 -1
  113. package/dist/tools/market/crypto-price.js.map +1 -1
  114. package/dist/tools/market/screen-stocks.js +14 -3
  115. package/dist/tools/market/screen-stocks.js.map +1 -1
  116. package/dist/tools/market/stock-quote.d.ts +4 -1
  117. package/dist/tools/market/stock-quote.js +9 -4
  118. package/dist/tools/market/stock-quote.js.map +1 -1
  119. package/dist/tools/options/option-chain.d.ts +4 -1
  120. package/dist/tools/options/option-chain.js +12 -1
  121. package/dist/tools/options/option-chain.js.map +1 -1
  122. package/dist/tools/portfolio/daily-report.js +10 -4
  123. package/dist/tools/portfolio/daily-report.js.map +1 -1
  124. package/dist/tools/portfolio/risk-analysis.js +1 -1
  125. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  126. package/dist/tools/technical/backtest.d.ts +23 -5
  127. package/dist/tools/technical/backtest.js +131 -94
  128. package/dist/tools/technical/backtest.js.map +1 -1
  129. package/dist/tools/technical/indicators.js +1 -1
  130. package/dist/tools/technical/indicators.js.map +1 -1
  131. package/dist/types/fundamentals.d.ts +1 -0
  132. package/dist/types/index.d.ts +1 -0
  133. package/dist/types/market.d.ts +2 -0
  134. package/dist/types/options.d.ts +1 -0
  135. package/dist/types/prediction-markets.d.ts +13 -0
  136. package/dist/types/prediction-markets.js +2 -0
  137. package/dist/types/prediction-markets.js.map +1 -0
  138. package/gui/server/chat-event-adapter.ts +89 -5
  139. package/gui/server/http-routes.ts +661 -37
  140. package/gui/server/invoke-tool.ts +165 -16
  141. package/gui/server/live-chat-event-adapter.ts +37 -2
  142. package/gui/server/local-session-coordinator.ts +97 -0
  143. package/gui/server/market-state-api.ts +64 -48
  144. package/gui/server/projector.ts +132 -3
  145. package/gui/server/server.ts +51 -6
  146. package/gui/server/session-actions.ts +146 -45
  147. package/gui/server/session-entry-wait.ts +22 -3
  148. package/gui/server/tool-metadata.ts +3 -1
  149. package/gui/server/ws-hub.ts +77 -10
  150. package/gui/shared/chat-events.ts +10 -1
  151. package/gui/shared/event-reducer.ts +1 -0
  152. package/gui/web/dist/assets/CatalogOverlay-DZ1niyQm.js +1 -0
  153. package/gui/web/dist/assets/index-D4F9AJnn.css +2 -0
  154. package/gui/web/dist/assets/index-DtqMMBTr.js +65 -0
  155. package/gui/web/dist/index.html +2 -2
  156. package/package.json +13 -15
  157. package/src/analysts/orchestrator.ts +35 -56
  158. package/src/cli-main.ts +253 -13
  159. package/src/config.ts +12 -20
  160. package/src/doctor/report.ts +1 -1
  161. package/src/infra/cache.ts +24 -11
  162. package/src/infra/freshness.ts +165 -0
  163. package/src/infra/market-calendar.ts +193 -0
  164. package/src/infra/rate-limiter.ts +1 -0
  165. package/src/market-state/daily-report.ts +6 -16
  166. package/src/market-state/service.ts +0 -136
  167. package/src/market-state/summaries.ts +75 -0
  168. package/src/memory/sqlite.ts +23 -19
  169. package/src/onboarding/providers.ts +29 -1
  170. package/src/pi/opencandle-extension.ts +67 -270
  171. package/src/pi/session-action-dedupe.ts +155 -0
  172. package/src/pi/session-writer-lock.ts +290 -20
  173. package/src/pi/setup.ts +6 -6
  174. package/src/pi/tui-session-coordinator.ts +351 -0
  175. package/src/prompts/context-builder.ts +1 -1
  176. package/src/prompts/policy-cards.ts +1 -1
  177. package/src/providers/alpha-vantage.ts +6 -0
  178. package/src/providers/coingecko.ts +2 -0
  179. package/src/providers/polymarket.ts +214 -0
  180. package/src/providers/wrap-provider.ts +5 -3
  181. package/src/providers/yahoo-finance.ts +339 -27
  182. package/src/routing/classify-intent.ts +4 -5
  183. package/src/routing/entity-extractor.ts +17 -0
  184. package/src/routing/route-manifest.ts +1 -2
  185. package/src/routing/router-llm-client.ts +31 -19
  186. package/src/routing/router-prompt.ts +1 -1
  187. package/src/routing/router.ts +379 -8
  188. package/src/routing/slot-resolver.ts +1 -1
  189. package/src/runtime/evidence.ts +1 -0
  190. package/src/runtime/numeric-claims.ts +108 -0
  191. package/src/runtime/planning-evidence.ts +6 -91
  192. package/src/runtime/prompt-step.ts +127 -2
  193. package/src/runtime/session-coordinator.ts +464 -74
  194. package/src/runtime/validation.ts +1 -1
  195. package/src/runtime/workflow-events.ts +2 -0
  196. package/src/runtime/workflow-types.ts +3 -0
  197. package/src/system-prompt.ts +1 -1
  198. package/src/tools/AGENTS.md +1 -1
  199. package/src/tools/fundamentals/comps.ts +25 -14
  200. package/src/tools/fundamentals/dcf.ts +217 -87
  201. package/src/tools/index.ts +3 -3
  202. package/src/tools/macro/event-probabilities.ts +141 -0
  203. package/src/tools/market/crypto-price.ts +14 -2
  204. package/src/tools/market/screen-stocks.ts +14 -3
  205. package/src/tools/market/stock-quote.ts +49 -43
  206. package/src/tools/options/option-chain.ts +16 -2
  207. package/src/tools/portfolio/daily-report.ts +10 -4
  208. package/src/tools/portfolio/risk-analysis.ts +1 -1
  209. package/src/tools/technical/backtest.ts +167 -108
  210. package/src/tools/technical/indicators.ts +1 -1
  211. package/src/types/fundamentals.ts +1 -0
  212. package/src/types/index.ts +1 -0
  213. package/src/types/market.ts +2 -0
  214. package/src/types/options.ts +1 -0
  215. package/src/types/prediction-markets.ts +13 -0
  216. package/dist/tools/portfolio/predictions.d.ts +0 -55
  217. package/dist/tools/portfolio/predictions.js +0 -422
  218. package/dist/tools/portfolio/predictions.js.map +0 -1
  219. package/gui/server/chat-run-session.ts +0 -16
  220. package/gui/web/dist/assets/CatalogOverlay-CYptsda-.js +0 -1
  221. package/gui/web/dist/assets/index-B7QAjY5g.js +0 -65
  222. package/gui/web/dist/assets/index-D5dbWPfM.css +0 -2
  223. package/src/tools/portfolio/predictions.ts +0 -553
package/gui/web/dist/index.html CHANGED
@@ -8,8 +8,8 @@
8
8
  <link rel="preconnect" href="https://fonts.googleapis.com" />
9
9
  <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
10
10
  <link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=JetBrains+Mono:wght@400;500&display=swap" rel="stylesheet" />
11
- <script type="module" crossorigin src="/assets/index-B7QAjY5g.js"></script>
12
- <link rel="stylesheet" crossorigin href="/assets/index-D5dbWPfM.css">
11
+ <script type="module" crossorigin src="/assets/index-DtqMMBTr.js"></script>
12
+ <link rel="stylesheet" crossorigin href="/assets/index-D4F9AJnn.css">
13
13
  </head>
14
14
  <body>
15
15
  <div id="root"></div>
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "opencandle",
3
- "version": "0.10.0",
3
+ "version": "0.11.1",
4
4
  "description": "Financial trading & investing agent",
5
5
  "license": "MIT",
6
6
  "homepage": "https://opencandle.app",
@@ -14,7 +14,9 @@
14
14
  "type": "module",
15
15
  "workspaces": [
16
16
  "gui/server",
17
- "gui/web"
17
+ "gui/web",
18
+ "packages/ui",
19
+ "website"
18
20
  ],
19
21
  "bin": {
20
22
  "opencandle": "dist/cli.js"
@@ -86,7 +88,7 @@
86
88
  "prestart": "npm run check:node",
87
89
  "start": "tsx src/cli.ts",
88
90
  "gui:web:build": "npm --workspace @opencandle/gui-web run build",
89
- "docs:site:build": "node website/build.mjs",
91
+ "docs:site:build": "npm --workspace @opencandle/website run build",
90
92
  "docs:site:serve": "node website/serve.mjs",
91
93
  "docs:links:check": "node scripts/check-public-doc-links.mjs",
92
94
  "gui": "tsx gui/server/server.ts",
@@ -103,15 +105,12 @@
103
105
  "test:e2e:credential-soft-fallback": "tsx tests/e2e/credential-soft-fallback.test.ts",
104
106
  "test:e2e:credential-per-workflow-cap": "tsx tests/e2e/credential-per-workflow-cap.test.ts",
105
107
  "test:gui:browser": "OPENCANDLE_GUI_BROWSER=1 vitest run --config vitest.config.gui.ts",
108
+ "test:gui:release-smoke": "npm run gui:web:build && OPENCANDLE_GUI_RELEASE_SMOKE=1 vitest run --config vitest.config.gui-release.ts",
106
109
  "test:e2e:providers": "tsx tests/e2e/providers.test.ts",
107
- "test:evals": "vitest run --config vitest.config.evals.ts",
108
- "eval:router-live": "tsx tests/scripts/run-live-router-eval.ts",
109
- "test:evals:usually": "EVAL_TIER=usually vitest run --config vitest.config.evals.ts",
110
- "test:evals:product": "tsx tests/scripts/run-product-evals.ts",
111
- "test:evals:competitive": "tsx tests/scripts/run-competitive-finance-eval.ts",
110
+ "test:e2e:harness-dcf": "tsx tests/e2e/harness-dcf.test.ts",
111
+ "eval": "tsx tests/scripts/run-evals.ts",
112
112
  "test:packed-install": "node scripts/packed-install-smoke.mjs",
113
- "eval:competitive:analyze": "tsx tests/scripts/analyze-competitive-finance-report.ts",
114
- "review:pr": ".agents/skills/autoreview/scripts/autoreview --mode branch --prompt-file .agents/skills/autoreview/references/opencandle-review.md --parallel-tests \"npx tsc --noEmit && npx vitest run\"",
113
+ "review:pr": ".agents/skills/autoreview/scripts/autoreview --mode branch --prompt-file .agents/skills/autoreview/references/opencandle-review.md --parallel-tests \"npx tsc --noEmit && npx biome ci . && npx vitest run\"",
115
114
  "package:contents:check": "node scripts/check-package-contents.mjs",
116
115
  "version:patch": "npm version patch --no-git-tag-version",
117
116
  "version:minor": "npm version minor --no-git-tag-version",
@@ -119,7 +118,7 @@
119
118
  "version:set": "npm version",
120
119
  "prepublishOnly": "npm run release:check",
121
120
  "publish:dry": "npm run release:check && npm publish --access public --dry-run",
122
- "release:check": "npx tsc --noEmit && npx biome ci . && npm test && npm run docs:site:build && npm run package:contents:check && npm run test:packed-install && npm run docs:links:check",
121
+ "release:check": "npx tsc --noEmit && npx biome ci . && npm test && npm run test:gui:release-smoke && npm run docs:site:build && npm run package:contents:check && npm run test:packed-install && npm run docs:links:check",
123
122
  "release:patch": "node scripts/release.mjs patch",
124
123
  "release:minor": "node scripts/release.mjs minor",
125
124
  "release:major": "node scripts/release.mjs major"
@@ -140,17 +139,16 @@
140
139
  "@sinclair/typebox": "*"
141
140
  },
142
141
  "devDependencies": {
143
- "@agentclientprotocol/claude-agent-acp": "^0.52.0",
142
+ "@agentclientprotocol/claude-agent-acp": "^0.55.0",
144
143
  "@agentclientprotocol/codex-acp": "^1.0.1",
145
144
  "@biomejs/biome": "^2.5.1",
146
145
  "@sinclair/typebox": "^0.34.49",
147
146
  "@types/better-sqlite3": "^7.6.13",
148
147
  "@types/node": "^26.0.1",
149
- "acpx": "^0.11.2",
148
+ "acpx": "^0.12.0",
150
149
  "playwright-core": "^1.61.1",
151
150
  "typescript": "^6.0.3",
152
151
  "vite": "^8.1.0",
153
- "vitest": "^4.1.9",
154
- "vitest-evals": "^0.14.0"
152
+ "vitest": "^4.1.9"
155
153
  }
156
154
  }
package/src/analysts/orchestrator.ts CHANGED
@@ -1,5 +1,7 @@
1
1
  import type { WorkflowDefinition } from "../runtime/prompt-step.js";
2
2
  import { promptStep } from "../runtime/prompt-step.js";
3
+ import type { AnalystOutput } from "../runtime/workflow-types.js";
4
+ import { isAnalystSplit, tallyVotes } from "./contracts.js";
3
5
 
4
6
  export type AnalystRole = "valuation" | "momentum" | "options" | "contrarian" | "risk";
5
7
 
@@ -115,7 +117,24 @@ CONCESSIONS: [bullet list of points you concede]
115
117
  REMAINING CONVICTION: [1-10, where 10 = fully confident despite bear case]`;
116
118
  }
117
119
 
120
+ export function buildAnalystVoteTallyBlock(outputs: AnalystOutput[]): string | null {
121
+ if (outputs.length < 2) return null;
122
+ const tally = tallyVotes(outputs);
123
+ const split = isAnalystSplit(outputs);
124
+ return `## Deterministic Analyst Vote Tally
125
+ - Parsed analyst outputs: ${outputs.length}
126
+ - BUY: ${tally.buy}
127
+ - HOLD: ${tally.hold}
128
+ - SELL: ${tally.sell}
129
+ - Weighted average conviction: ${tally.weightedConviction}
130
+ - Computed verdict: ${tally.verdict}
131
+ - BUY+SELL split: ${split ? "yes" : "no"}`;
132
+ }
133
+
118
134
  export function buildSynthesisPrompt(symbol: string): string {
135
+ // The runtime tally block is injected at dispatch time by
136
+ // SessionCoordinator.prepareWorkflowPrompt, where parsed analyst outputs
137
+ // exist; this builder runs at workflow-definition time and stays static.
119
138
  return `**[Synthesis]** You have received five analyst signals with conviction scores for ${symbol}, a bull case arguing FOR the position, and a bear case arguing AGAINST.
120
139
  If a bull rebuttal with concessions appears above (not a line starting with "REBUTTAL SKIPPED"), treat the concessions as validated risks that must be addressed.
121
140
 
@@ -148,34 +167,11 @@ Additionally check:
148
167
 
149
168
  Output: VALIDATED if all checks pass, or list specific corrections needed.`;
150
169
 
151
- const SYNTHESIS_PROMPT_NO_DEBATE = (symbol: string) =>
152
- `**[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:
153
- 1. **Vote Tally**: X BUY, Y HOLD, Z SELL — weighted average conviction
154
- 2. **Verdict**: Buy, Hold, or Sell — based on the signal consensus
155
- 3. **Key thesis** in 2-3 sentences
156
- 4. **Bull case** — what could go right
157
- 5. **Bear case** — what could go wrong
158
- 6. **Key levels** — entry, stop-loss, and target prices
159
- 7. **Position sizing recommendation** based on risk profile
160
-
161
- Be direct and actionable. This is your final word on ${symbol}.`;
162
-
163
- const VALIDATION_PROMPT_NO_DEBATE = (symbol: string) =>
164
- `**[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.`;
165
-
166
170
  export function getInitialAnalysisPrompt(symbol: string): string {
167
171
  return `Begin comprehensive analysis of ${symbol}. Start by getting the current stock quote.`;
168
172
  }
169
173
 
170
- export interface ComprehensiveAnalysisOptions {
171
- debate?: boolean;
172
- }
173
-
174
- export function buildComprehensiveAnalysisDefinition(
175
- symbol: string,
176
- options?: ComprehensiveAnalysisOptions,
177
- ): WorkflowDefinition {
178
- const debate = options?.debate ?? true;
174
+ export function buildComprehensiveAnalysisDefinition(symbol: string): WorkflowDefinition {
179
175
  const roles: AnalystRole[] = ["valuation", "momentum", "options", "contrarian", "risk"];
180
176
 
181
177
  const analystOutputs = roles.map((r) => `${r}_signal`);
@@ -193,45 +189,28 @@ export function buildComprehensiveAnalysisDefinition(
193
189
  ),
194
190
  ];
195
191
 
196
- if (debate) {
197
- return {
198
- workflowType: "comprehensive_analysis",
199
- steps: [
200
- ...analystSteps,
201
- promptStep("debate_bull", "Bull researcher case", buildBullPrompt(symbol), {
202
- requiredInputs: analystOutputs,
203
- expectedOutputs: ["bull_thesis"],
204
- }),
205
- promptStep("debate_bear", "Bear researcher case", buildBearPrompt(symbol), {
206
- requiredInputs: [...analystOutputs, "bull_thesis"],
207
- expectedOutputs: ["bear_thesis"],
208
- }),
209
- promptStep("debate_rebuttal", "Bull rebuttal (self-gating)", buildRebuttalPrompt(symbol), {
210
- requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis"],
211
- expectedOutputs: ["rebuttal"],
212
- }),
213
- promptStep("synthesis", "Resolve the debate", buildSynthesisPrompt(symbol), {
214
- requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis", "rebuttal"],
215
- expectedOutputs: ["verdict"],
216
- }),
217
- promptStep("validation", "Validate cited numbers", VALIDATION_PROMPT_DEBATE(symbol), {
218
- skippable: true,
219
- requiredInputs: ["verdict"],
220
- expectedOutputs: ["validation_result"],
221
- }),
222
- ],
223
- };
224
- }
225
-
226
192
  return {
227
193
  workflowType: "comprehensive_analysis",
228
194
  steps: [
229
195
  ...analystSteps,
230
- promptStep("synthesis", "Synthesize analyst signals", SYNTHESIS_PROMPT_NO_DEBATE(symbol), {
196
+ promptStep("debate_bull", "Bull researcher case", buildBullPrompt(symbol), {
231
197
  requiredInputs: analystOutputs,
198
+ expectedOutputs: ["bull_thesis"],
199
+ }),
200
+ promptStep("debate_bear", "Bear researcher case", buildBearPrompt(symbol), {
201
+ requiredInputs: [...analystOutputs, "bull_thesis"],
202
+ expectedOutputs: ["bear_thesis"],
203
+ }),
204
+ promptStep("debate_rebuttal", "Bull rebuttal (self-gating)", buildRebuttalPrompt(symbol), {
205
+ skippable: true,
206
+ requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis"],
207
+ expectedOutputs: ["rebuttal"],
208
+ }),
209
+ promptStep("synthesis", "Resolve the debate", buildSynthesisPrompt(symbol), {
210
+ requiredInputs: [...analystOutputs, "bull_thesis", "bear_thesis", "rebuttal"],
232
211
  expectedOutputs: ["verdict"],
233
212
  }),
234
- promptStep("validation", "Validate cited numbers", VALIDATION_PROMPT_NO_DEBATE(symbol), {
213
+ promptStep("validation", "Validate cited numbers", VALIDATION_PROMPT_DEBATE(symbol), {
235
214
  skippable: true,
236
215
  requiredInputs: ["verdict"],
237
216
  expectedOutputs: ["validation_result"],
package/src/cli-main.ts CHANGED
@@ -1,6 +1,8 @@
1
1
  import { spawn } from "node:child_process";
2
+ import { randomUUID } from "node:crypto";
2
3
  import { createRequire } from "node:module";
3
4
  import { dirname, resolve } from "node:path";
5
+ import { createInterface } from "node:readline/promises";
4
6
  import { fileURLToPath } from "node:url";
5
7
  import {
6
8
  AuthStorage,
@@ -11,6 +13,7 @@ import {
11
13
  InteractiveMode,
12
14
  initTheme,
13
15
  ModelRegistry,
16
+ SessionManager,
14
17
  SettingsManager,
15
18
  } from "@earendil-works/pi-coding-agent";
16
19
  import { loadEnv } from "./config.js";
@@ -19,10 +22,13 @@ import { createOpenCandleSession } from "./pi/session.js";
19
22
  import { continueOpenCandleSession } from "./pi/session-storage.js";
20
23
  import {
21
24
  acquireSessionWriterLock,
25
+ migrateWriterLockScope,
22
26
  refreshSessionWriterLock,
23
27
  releaseSessionWriterLock,
28
+ type WriterLock,
24
29
  writerLockScopeForSession,
25
30
  } from "./pi/session-writer-lock.js";
31
+ import { startTuiSessionCoordinatorServer } from "./pi/tui-session-coordinator.js";
26
32
 
27
33
  const require = createRequire(import.meta.url);
28
34
  const packageRoot = resolve(dirname(fileURLToPath(import.meta.url)), "..");
@@ -196,22 +202,62 @@ async function main(): Promise<void> {
196
202
  initTheme(settingsManager.getTheme(), true);
197
203
 
198
204
  const sessionManager = continueOpenCandleSession(cwd);
205
+ let activeSessionManager = sessionManager;
199
206
  const sessionWriterLockScope = writerLockScopeForSession(sessionManager);
200
- const sessionWriterLock = await acquireSessionWriterLock(sessionWriterLockScope, "tui");
207
+ let runtime: Awaited<ReturnType<typeof createAgentSessionRuntime>> | undefined;
208
+ const tuiCoordinator = await startTuiSessionCoordinatorServer({
209
+ getSession: () => {
210
+ if (!runtime) throw new Error("OpenCandle is still starting this session.");
211
+ return runtime.session;
212
+ },
213
+ getSessionManager: () => activeSessionManager,
214
+ getModelUnavailableMessage: () => {
215
+ if (!runtime) return "OpenCandle is still starting this session.";
216
+ const session = runtime.session;
217
+ const model = session.model;
218
+ if (!model) {
219
+ return "Connect an AI model before chat can run. Paste a Google Gemini, OpenAI, or Anthropic API key in the setup panel.";
220
+ }
221
+ if (!session.modelRegistry.hasConfiguredAuth(model)) {
222
+ return "Connect an AI model before chat can run. Paste a Google Gemini, OpenAI, or Anthropic API key in the setup panel.";
223
+ }
224
+ return null;
225
+ },
226
+ syncWriterLockScope: () => syncActiveSessionWriterLockScope(),
227
+ });
228
+ const sessionWriterLock = await acquireSessionWriterLock(sessionWriterLockScope, "tui", {
229
+ coordinatorEndpoint: tuiCoordinator.endpoint,
230
+ coordinatorSecret: tuiCoordinator.secret,
231
+ });
201
232
  if (sessionWriterLock.role !== "writer") {
202
- console.error(
203
- `Session is currently being written by ${sessionWriterLock.lock.processKind} (pid ${sessionWriterLock.lock.pid}).`,
204
- );
233
+ await tuiCoordinator.close();
234
+ if (await runFollowerTuiProxy(sessionWriterLock.lock, sessionManager, cwd)) return;
235
+ console.error("OpenCandle is syncing this session in another window. Try again shortly.");
205
236
  process.exitCode = 1;
206
237
  return;
207
238
  }
208
239
  let activeSessionWriterLockScope = sessionWriterLockScope;
209
- const writerLockHeartbeat = setInterval(
210
- () => refreshSessionWriterLock(activeSessionWriterLockScope),
211
- 5000,
212
- );
240
+ let activeSessionWriterLockLost = false;
241
+ function syncActiveSessionWriterLockScope(): void {
242
+ if (activeSessionWriterLockLost) throw new Error("OpenCandle is reconnecting to this session.");
243
+ const nextScope = writerLockScopeForSession(activeSessionManager);
244
+ if (nextScope === activeSessionWriterLockScope) return;
245
+ if (migrateWriterLockScope(activeSessionWriterLockScope, nextScope)) {
246
+ activeSessionWriterLockScope = nextScope;
247
+ } else {
248
+ activeSessionWriterLockLost = true;
249
+ throw new Error("OpenCandle is reconnecting to this session.");
250
+ }
251
+ }
252
+ const writerLockHeartbeat = setInterval(() => {
253
+ try {
254
+ syncActiveSessionWriterLockScope();
255
+ refreshSessionWriterLock(activeSessionWriterLockScope);
256
+ } catch {
257
+ clearInterval(writerLockHeartbeat);
258
+ }
259
+ }, 5000);
213
260
 
214
- let runtime: Awaited<ReturnType<typeof createAgentSessionRuntime>> | undefined;
215
261
  try {
216
262
  runtime = await createAgentSessionRuntime(
217
263
  async (opts) => {
@@ -239,20 +285,28 @@ async function main(): Promise<void> {
239
285
  },
240
286
  { cwd, agentDir, sessionManager },
241
287
  );
288
+ syncActiveSessionWriterLockScope();
242
289
  runtime.setRebindSession(async (nextSession) => {
243
290
  const nextSessionWriterLockScope = writerLockScopeForSession(nextSession.sessionManager);
244
- if (nextSessionWriterLockScope === activeSessionWriterLockScope) return;
291
+ if (nextSessionWriterLockScope === activeSessionWriterLockScope) {
292
+ activeSessionManager = nextSession.sessionManager;
293
+ syncActiveSessionWriterLockScope();
294
+ return;
295
+ }
245
296
  const nextSessionWriterLock = await acquireSessionWriterLock(
246
297
  nextSessionWriterLockScope,
247
298
  "tui",
299
+ {
300
+ coordinatorEndpoint: tuiCoordinator.endpoint,
301
+ coordinatorSecret: tuiCoordinator.secret,
302
+ },
248
303
  );
249
304
  if (nextSessionWriterLock.role !== "writer") {
250
- throw new Error(
251
- `Session is currently being written by ${nextSessionWriterLock.lock.processKind} (pid ${nextSessionWriterLock.lock.pid}).`,
252
- );
305
+ throw new Error("OpenCandle is syncing this session in another window. Try again shortly.");
253
306
  }
254
307
  releaseSessionWriterLock(activeSessionWriterLockScope);
255
308
  activeSessionWriterLockScope = nextSessionWriterLockScope;
309
+ activeSessionManager = nextSession.sessionManager;
256
310
  });
257
311
  const interactiveMode = new InteractiveMode(runtime, {
258
312
  modelFallbackMessage: shouldSuppressFallbackMessage
@@ -263,8 +317,194 @@ async function main(): Promise<void> {
263
317
  } finally {
264
318
  clearInterval(writerLockHeartbeat);
265
319
  releaseSessionWriterLock(activeSessionWriterLockScope);
320
+ await tuiCoordinator.close();
266
321
  await runtime?.dispose();
267
322
  }
268
323
  }
269
324
 
325
+ async function runFollowerTuiProxy(
326
+ lock: WriterLock,
327
+ sessionManager: ReturnType<typeof continueOpenCandleSession>,
328
+ cwd: string,
329
+ ): Promise<boolean> {
330
+ if (!lock.coordinatorEndpoint || !lock.coordinatorSecret) return false;
331
+ if (!process.stdin.isTTY) return false;
332
+
333
+ const input = createInterface({ input: process.stdin, output: process.stdout });
334
+ const follower = startFollowerTranscriptPrinter(sessionManager, cwd);
335
+ try {
336
+ console.log("Connected to the active OpenCandle session. Type /exit to close.");
337
+ while (true) {
338
+ const prompt = (await input.question("> ")).trim();
339
+ if (!prompt) continue;
340
+ if (prompt === "/exit" || prompt === "/quit") break;
341
+ await forwardTuiPrompt(lock, sessionManager.getSessionId(), prompt);
342
+ follower.markSeen();
343
+ }
344
+ } finally {
345
+ follower.stop();
346
+ input.close();
347
+ }
348
+ return true;
349
+ }
350
+
351
+ function startFollowerTranscriptPrinter(
352
+ sessionManager: ReturnType<typeof continueOpenCandleSession>,
353
+ cwd: string,
354
+ ): { stop: () => void; markSeen: () => void } {
355
+ const sessionFile = sessionManager.getSessionFile();
356
+ if (!sessionFile) return { stop: () => {}, markSeen: () => {} };
357
+ const seenEntryIds = new Set(
358
+ sessionManager
359
+ .getEntries()
360
+ .map((entry) => entryId(entry))
361
+ .filter((id): id is string => Boolean(id)),
362
+ );
363
+ const openFreshSession = () =>
364
+ SessionManager.open(sessionFile, sessionManager.getSessionDir(), cwd);
365
+ const markSeen = () => {
366
+ try {
367
+ for (const entry of openFreshSession().getEntries()) {
368
+ const id = entryId(entry);
369
+ if (id) seenEntryIds.add(id);
370
+ }
371
+ } catch {
372
+ // The owner may be rotating the session file; the next poll will catch up.
373
+ }
374
+ };
375
+ let polling = false;
376
+ const poll = () => {
377
+ if (polling) return;
378
+ polling = true;
379
+ try {
380
+ for (const entry of openFreshSession().getEntries()) {
381
+ const id = entryId(entry);
382
+ if (!id || seenEntryIds.has(id)) continue;
383
+ seenEntryIds.add(id);
384
+ const text = followerEntryText(entry);
385
+ if (text) process.stdout.write(`\n${text}\n`);
386
+ }
387
+ } catch {
388
+ // The owner may be rotating the session file; the next poll will catch up.
389
+ } finally {
390
+ polling = false;
391
+ }
392
+ };
393
+ const interval = setInterval(poll, 1000);
394
+ return { stop: () => clearInterval(interval), markSeen };
395
+ }
396
+
397
+ function entryId(entry: unknown): string | null {
398
+ const record = asRecord(entry);
399
+ return typeof record.id === "string" ? record.id : null;
400
+ }
401
+
402
+ function followerEntryText(entry: unknown): string {
403
+ const record = asRecord(entry);
404
+ if (record.type === "message") {
405
+ const message = asRecord(record.message);
406
+ const role = typeof message.role === "string" ? message.role : "message";
407
+ const text = contentText(message.content);
408
+ return text ? `${role}: ${text}` : "";
409
+ }
410
+ if (record.type === "custom") {
411
+ const text = contentText(record.message ?? record.text ?? record.content);
412
+ return text ? `system: ${text}` : "";
413
+ }
414
+ return "";
415
+ }
416
+
417
+ async function forwardTuiPrompt(
418
+ lock: WriterLock,
419
+ sessionId: string,
420
+ prompt: string,
421
+ ): Promise<void> {
422
+ if (!lock.coordinatorEndpoint || !lock.coordinatorSecret) return;
423
+ const response = await fetch(
424
+ new URL("/api/local-coordinator/chat-run", lock.coordinatorEndpoint),
425
+ {
426
+ method: "POST",
427
+ headers: {
428
+ "content-type": "application/json",
429
+ "x-opencandle-coordinator-secret": lock.coordinatorSecret,
430
+ },
431
+ body: JSON.stringify({
432
+ prompt,
433
+ sessionId,
434
+ actionId: `tui-proxy-${randomUUID()}`,
435
+ }),
436
+ },
437
+ );
438
+ if (!response.ok) {
439
+ const body = (await response.json().catch(() => ({}))) as { error?: string };
440
+ console.error(body.error || response.statusText);
441
+ return;
442
+ }
443
+ await printSseResponse(response);
444
+ }
445
+
446
+ async function printSseResponse(response: Response): Promise<void> {
447
+ const reader = response.body?.getReader();
448
+ if (!reader) return;
449
+ const decoder = new TextDecoder();
450
+ let buffer = "";
451
+ while (true) {
452
+ const { value, done } = await reader.read();
453
+ if (done) break;
454
+ buffer += decoder.decode(value, { stream: true });
455
+ let index = buffer.indexOf("\n\n");
456
+ while (index !== -1) {
457
+ const block = buffer.slice(0, index);
458
+ buffer = buffer.slice(index + 2);
459
+ printSseBlock(block);
460
+ index = buffer.indexOf("\n\n");
461
+ }
462
+ }
463
+ }
464
+
465
+ function printSseBlock(block: string): void {
466
+ const data = block
467
+ .split("\n")
468
+ .filter((line) => line.startsWith("data:"))
469
+ .map((line) => line.slice(5).trim())
470
+ .join("\n");
471
+ if (!data) return;
472
+ const event = JSON.parse(data) as {
473
+ type?: string;
474
+ role?: string;
475
+ text?: string;
476
+ content?: Array<{ type?: string; text?: string }>;
477
+ error?: { message?: string };
478
+ };
479
+ const text = sseEventText(event);
480
+ if (event.type === "message.completed" && text) {
481
+ process.stdout.write(`${text}\n`);
482
+ } else if (event.type === "run.failed") {
483
+ process.stderr.write(`${event.error?.message || "Run failed"}\n`);
484
+ }
485
+ }
486
+
487
+ function sseEventText(event: {
488
+ text?: string;
489
+ content?: Array<{ type?: string; text?: string }>;
490
+ }): string {
491
+ if (event.text) return event.text;
492
+ return contentText(event.content);
493
+ }
494
+
495
+ function contentText(content: unknown): string {
496
+ if (typeof content === "string") return content;
497
+ if (!Array.isArray(content)) return "";
498
+ return content
499
+ .filter((part) => part.type === "text" && part.text)
500
+ .map((part) => part.text)
501
+ .join("");
502
+ }
503
+
504
+ function asRecord(value: unknown): Record<string, unknown> {
505
+ return typeof value === "object" && value !== null && !Array.isArray(value)
506
+ ? (value as Record<string, unknown>)
507
+ : {};
508
+ }
509
+
270
510
  await main();
package/src/config.ts CHANGED
@@ -14,7 +14,7 @@ export interface SentimentConfig {
14
14
  maxNotableClaims?: number;
15
15
  }
16
16
 
17
- export type RouterMode = "rules" | "llm";
17
+ export type RouterMode = "llm";
18
18
  export type ToolScopeMode = "observe" | "enforce";
19
19
  export type PlanningMigrationStatuses = Partial<Record<TaskFamily, PlanningBehaviorMode>>;
20
20
 
@@ -24,13 +24,10 @@ export interface Config {
24
24
  braveApiKey?: string;
25
25
  exaApiKey?: string;
26
26
  finnhubApiKey?: string;
27
- /** Enable adversarial bull/bear debate in comprehensive analysis. Default: true. */
28
- debate?: boolean;
29
27
  /**
30
- * Intent-router mode. `"rules"` (default) uses the deterministic rule
31
- * router (`classifyIntent` + `extractPreferences`). `"llm"` opts into the
32
- * LLM router ahead of prompt assembly. Controlled by
33
- * `OPENCANDLE_ROUTER_MODE`.
28
+ * Intent-router mode. The LLM router is the only production routing path;
29
+ * `OPENCANDLE_ROUTER_MODE` accepts only `"llm"` (or unset). The removed
30
+ * `"rules"` value fails startup with migration guidance.
34
31
  */
35
32
  routerMode: RouterMode;
36
33
  /**
@@ -66,8 +63,6 @@ export interface OpenCandleFileConfig {
66
63
  apiKey?: string;
67
64
  };
68
65
  };
69
- /** Enable adversarial bull/bear debate in comprehensive analysis. Default: true. */
70
- debate?: boolean;
71
66
  sentiment?: {
72
67
  retentionDays?: number;
73
68
  defaultSubreddits?: string[];
@@ -95,7 +90,7 @@ export function loadEnv(path = ".env"): void {
95
90
  if (eqIndex === -1) continue;
96
91
  const key = trimmed.slice(0, eqIndex).trim();
97
92
  const value = trimmed.slice(eqIndex + 1).trim();
98
- if (key && value) {
93
+ if (key && value && process.env[key] === undefined) {
99
94
  process.env[key] = value;
100
95
  }
101
96
  }
@@ -141,11 +136,13 @@ const PLANNING_BEHAVIOR_MODES = [
141
136
 
142
137
  function resolveRouterMode(): RouterMode {
143
138
  const raw = process.env.OPENCANDLE_ROUTER_MODE;
144
- if (raw === undefined || raw === "") return "rules";
145
- if (raw === "rules" || raw === "llm") return raw;
146
- throw new Error(
147
- `Invalid OPENCANDLE_ROUTER_MODE="${raw}". Allowed values: "rules" (default) or "llm".`,
148
- );
139
+ if (raw === undefined || raw === "" || raw === "llm") return "llm";
140
+ if (raw === "rules") {
141
+ throw new Error(
142
+ 'OPENCANDLE_ROUTER_MODE="rules" was removed: the deterministic rules router is no longer a production routing path. Unset OPENCANDLE_ROUTER_MODE to use the LLM router.',
143
+ );
144
+ }
145
+ throw new Error(`Invalid OPENCANDLE_ROUTER_MODE="${raw}". Allowed value: "llm" (default).`);
149
146
  }
150
147
 
151
148
  function resolveToolScopeMode(): ToolScopeMode {
@@ -191,7 +188,6 @@ function isPlanningBehaviorMode(value: string | undefined): value is PlanningBeh
191
188
  }
192
189
 
193
190
  function resolveConfig(fileConfig: OpenCandleFileConfig): Config {
194
- const debateEnv = process.env.OPENCANDLE_DEBATE;
195
191
  const fileSentiment = fileConfig.sentiment;
196
192
  return {
197
193
  alphaVantageApiKey:
@@ -200,10 +196,6 @@ function resolveConfig(fileConfig: OpenCandleFileConfig): Config {
200
196
  braveApiKey: process.env.BRAVE_API_KEY ?? fileConfig.providers?.brave?.apiKey,
201
197
  exaApiKey: process.env.EXA_API_KEY ?? fileConfig.providers?.exa?.apiKey,
202
198
  finnhubApiKey: process.env.FINNHUB_API_KEY ?? fileConfig.providers?.finnhub?.apiKey,
203
- debate:
204
- debateEnv !== undefined
205
- ? debateEnv !== "false" && debateEnv !== "0"
206
- : (fileConfig.debate ?? true),
207
199
  routerMode: resolveRouterMode(),
208
200
  toolScopeMode: resolveToolScopeMode(),
209
201
  planningMigrationStatuses: resolvePlanningMigrationStatuses(),
package/src/doctor/report.ts CHANGED
@@ -450,7 +450,7 @@ function providerStatusCheck(status: ProviderStatus, modeOverride?: "session"):
450
450
  summary: ok ? "Reachable" : `Not reachable (${status.state})`,
451
451
  remediation: ok
452
452
  ? undefined
453
- : "Check network connectivity and retry. Core quote and market-data workflows depend on Yahoo Finance reachability.",
453
+ : `Check network connectivity and retry. OpenCandle uses ${provider.displayName} through a public HTTP endpoint.`,
454
454
  metadata: { ...metadata, statusCode: status.statusCode ?? null },
455
455
  };
456
456
  }