opencandle 0.10.0 → 0.11.1

package/dist/onboarding/providers.d.ts

@@ -1,6 +1,6 @@
 export type ApiKeyProviderId = "alpha_vantage" | "fred" | "finnhub" | "brave" | "exa";
 export type ExternalToolProviderId = "twitter" | "reddit";
-export type PublicHttpProviderId = "yahoo";
+export type PublicHttpProviderId = "polymarket" | "tradingview" | "yahoo";
 export type ProviderId = ApiKeyProviderId | ExternalToolProviderId | PublicHttpProviderId;
 export type ProviderCategory = "fundamentals" | "macro" | "news" | "web_search" | "sentiment" | "market";
 export type ProviderTier = "hard" | "soft";
@@ -139,6 +139,30 @@ export declare const PROVIDERS: readonly [{
     readonly fallbackDescription: null;
     readonly snoozeDurationDays: 7;
     readonly instructionsHint: "No account needed; OpenCandle checks public Yahoo Finance reachability";
+}, {
+    readonly id: "polymarket";
+    readonly kind: "public-http";
+    readonly displayName: "Polymarket";
+    readonly category: "macro";
+    readonly tier: "hard";
+    readonly aliases: readonly ["polymarket", "prediction-markets", "event-probabilities"];
+    readonly probeUrl: "https://gamma-api.polymarket.com/public-search?q=fed%20rate%20cut&limit=1";
+    readonly unlocks: readonly ["market-implied event probabilities", "prediction-market resolution criteria"];
+    readonly fallbackDescription: null;
+    readonly snoozeDurationDays: 7;
+    readonly instructionsHint: "No account needed; OpenCandle checks public Polymarket Gamma reachability";
+}, {
+    readonly id: "tradingview";
+    readonly kind: "public-http";
+    readonly displayName: "TradingView Scanner";
+    readonly category: "market";
+    readonly tier: "soft";
+    readonly aliases: readonly ["tradingview", "tradingview-scanner", "screener"];
+    readonly probeUrl: "https://scanner.tradingview.com/america/scan2?label-product=screener-stock";
+    readonly unlocks: readonly ["stock screens", "ticker search fallback", "watchlist quote fallback"];
+    readonly fallbackDescription: "Core market quote/history tools continue through Yahoo and Alpha Vantage when TradingView scanner is unavailable";
+    readonly snoozeDurationDays: 7;
+    readonly instructionsHint: "No account needed; OpenCandle checks the public TradingView scanner endpoint";
 }, {
     readonly id: "twitter";
     readonly kind: "external-tool";

package/dist/onboarding/providers.js

@@ -125,6 +125,32 @@ export const PROVIDERS = [
         snoozeDurationDays: 7,
         instructionsHint: "No account needed; OpenCandle checks public Yahoo Finance reachability",
     },
+    {
+        id: "polymarket",
+        kind: "public-http",
+        displayName: "Polymarket",
+        category: "macro",
+        tier: "hard",
+        aliases: ["polymarket", "prediction-markets", "event-probabilities"],
+        probeUrl: "https://gamma-api.polymarket.com/public-search?q=fed%20rate%20cut&limit=1",
+        unlocks: ["market-implied event probabilities", "prediction-market resolution criteria"],
+        fallbackDescription: null,
+        snoozeDurationDays: 7,
+        instructionsHint: "No account needed; OpenCandle checks public Polymarket Gamma reachability",
+    },
+    {
+        id: "tradingview",
+        kind: "public-http",
+        displayName: "TradingView Scanner",
+        category: "market",
+        tier: "soft",
+        aliases: ["tradingview", "tradingview-scanner", "screener"],
+        probeUrl: "https://scanner.tradingview.com/america/scan2?label-product=screener-stock",
+        unlocks: ["stock screens", "ticker search fallback", "watchlist quote fallback"],
+        fallbackDescription: "Core market quote/history tools continue through Yahoo and Alpha Vantage when TradingView scanner is unavailable",
+        snoozeDurationDays: 7,
+        instructionsHint: "No account needed; OpenCandle checks the public TradingView scanner endpoint",
+    },
     {
         id: "twitter",
         kind: "external-tool",

package/dist/onboarding/providers.js.map

@@ -1 +1 @@
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package/dist/pi/opencandle-extension.js

@@ -10,8 +10,7 @@ import { buildConnectedTag, buildSkippedTag, parseToolTag } from "../onboarding/
 import { DISCLAIMER_TEXT } from "../prompts/disclaimer.js";
 import { formatPreflightDropAnnotation, preflightSymbols } from "../prompts/symbol-preflight.js";
 import { buildAssumptionsBlockFromRouter } from "../prompts/workflow-prompts.js";
-import { buildResolvedTurnContext, classifyWithLegacyRules, createPiAiRouterClient, hasFinanceSignals, resolveOptionsScreenerSlots, resolvePortfolioSlots, route as routeLlm, } from "../routing/index.js";
-import { disambiguateSymbols } from "../routing/symbol-disambiguator.js";
+import { buildResolvedTurnContext, createPiAiRouterClient, resolveOptionsScreenerSlots, resolvePortfolioSlots, route as routeLlm, } from "../routing/index.js";
 import { SessionCoordinator } from "../runtime/session-coordinator.js";
 import { generateSessionTitle } from "../runtime/session-title.js";
 import { registerAskUserTool } from "../tools/interaction/ask-user.js";
@@ -21,9 +20,18 @@ export default function openCandleExtension(pi, options) {
     const coordinator = new SessionCoordinator();
     // Workflow transforms replace the user's turn with the expanded prompt; this
     // marker lets the GUI render the user's original words instead.
-    const markOriginalInput = (original) => {
+    const markOriginalInput = (original, ctx) => {
+        if (hasUnconsumedOriginalInputMarker(ctx))
+            return;
         pi.appendEntry("opencandle-user-input", { original });
     };
+    const appendComprehensiveAnalysisWorkflowEntry = (symbol, definition) => {
+        pi.appendEntry("opencandle-workflow", {
+            workflow: "comprehensive_analysis",
+            resolvedSlots: { symbol },
+            analystsTotal: definition.steps.filter((step) => step.stepType.startsWith("analyst_")).length,
+        });
+    };
     // Credential-interception state. Lifetime:
     //   `sessionPromptedSet` — cleared on session_start, persists across turns
     //      within a session so users don't get re-prompted after picking
@@ -60,9 +68,8 @@ export default function openCandleExtension(pi, options) {
                 ctx.ui.notify("Usage: /analyze <ticker>", "warning");
                 return;
             }
-            const definition = buildComprehensiveAnalysisDefinition(symbol, {
-                debate: getConfig().debate,
-            });
+            const definition = buildComprehensiveAnalysisDefinition(symbol);
+            appendComprehensiveAnalysisWorkflowEntry(symbol, definition);
             coordinator.executeWorkflow(pi, definition, ctx);
         },
     });
@@ -559,208 +566,27 @@ export default function openCandleExtension(pi, options) {
         }
         return undefined;
     });
-    // Input handling — branches on OPENCANDLE_ROUTER_MODE.
+    // Input handling — the LLM router is the single production routing path.
     pi.on("input", async (event, ctx) => {
         if (event.source === "extension")
             return;
         coordinator.clearTickerValidationCache();
-        // Check for comprehensive analysis pattern — same in both modes.
+        // Check for comprehensive analysis pattern before routing.
         const analysis = isAnalysisRequest(event.text);
         if (analysis.match && analysis.symbol) {
-            const definition = buildComprehensiveAnalysisDefinition(analysis.symbol, {
-                debate: getConfig().debate,
-            });
-            const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
-            if (prompt)
-                markOriginalInput(event.text);
-            return prompt ? { action: "transform", text: prompt } : { action: "handled" };
-        }
-        const mode = getConfig().routerMode;
-        if (mode === "llm") {
-            const dispatched = await handleLlmRouterTurn(event.text, ctx);
-            // Dispatched a workflow → the original user turn is now represented by
-            // the workflow's queued prompts; tell Pi not to also forward it.
-            // Fallback path (no dispatch) → let Pi pass the user turn through to the
-            // main agent, which will run under the router-supplied fallback context.
-            return dispatched || undefined;
-        }
-        // --- explicit legacy rules mode (`OPENCANDLE_ROUTER_MODE=rules`) ---
-        // Extract and persist user preferences (legacy regex path)
-        coordinator.extractAndStorePreferences(event.text);
-        const storage = coordinator.getStorage();
-        const workflowPrefs = storage?.getWorkflowPreferences("global") ?? {};
-        // Classify intent
-        let classification = classifyWithLegacyRules(event.text);
-        const ruleModeDisambiguation = disambiguateRulesModeSymbols(event.text, classification.entities.symbols);
-        appendSymbolDropEntries(ruleModeDisambiguation.dropped, "rules");
-        classification = {
-            ...classification,
-            entities: {
-                ...classification.entities,
-                symbols: ruleModeDisambiguation.kept,
-            },
-        };
-        if (isComparePrompt(event.text) &&
-            ruleModeDisambiguation.dropped.length > 0 &&
-            classification.entities.symbols.length < 2) {
-            pi.appendEntry("opencandle-workflow-aborted", {
-                reason: "symbol-disambiguation-insufficient-symbols",
-                dropped: ruleModeDisambiguation.dropped,
-                validSymbols: classification.entities.symbols,
-            });
-            const base = coordinator.buildRouterContextBase(ctx.sessionManager);
-            const output = {
-                routeKind: "clarification",
-                route: "fallback",
-                workflow: "compare_assets",
-                entities: classification.entities,
-                slots: {},
-                preference_updates: [],
-                missing_required: ["symbols"],
-                tool_bundles: ["clarification"],
-                diagnostics: ruleModeDisambiguation.dropped.map((drop) => ({
-                    code: "symbol_dropped",
-                    message: `${drop.token} dropped: ${drop.reason}`,
-                    details: {
-                        token: drop.token,
-                        reason: drop.reason,
-                        signalsChecked: drop.signalsChecked,
-                        source: "rules",
-                    },
-                })),
-                reasoning: "rules-mode acronym disambiguation left fewer than two symbols for comparison",
-            };
-            const resolvedTurnContext = buildResolvedTurnContext({ text: event.text, ...base }, output, {
-                availableToolNames: safeGetAllToolNames(),
-                planning: {
-                    migrationStatuses: getConfig().planningMigrationStatuses,
-                },
-            });
-            coordinator.setPendingResolvedTurnContext({
-                ...resolvedTurnContext,
-                diagnostics: [
-                    ...resolvedTurnContext.diagnostics,
-                    {
-                        code: "compare_workflow_aborted",
-                        message: "compare workflow needs at least two validated symbols after acronym disambiguation",
-                    },
-                ],
-            });
-            coordinator.setPendingFallbackContext({
-                assumptionsBlock: [
-                    "Assumptions Context:",
-                    classification.entities.symbols.length > 0
-                        ? `  valid symbols: ${classification.entities.symbols.join(", ")} (user)`
-                        : "  valid symbols: (none)",
-                    `  dropped ambiguous ticker-like tokens: ${ruleModeDisambiguation.dropped.map((d) => d.token).join(", ")} (no positive ticker signal)`,
-                ].join("\n"),
-                missingRequired: ["symbols"],
-                extraContext: "Dropped ambiguous ticker-like tokens: " +
-                    `${ruleModeDisambiguation.dropped.map((d) => d.token).join(", ")}. ` +
-                    "Ask the user which ticker symbols they want compared before calling comparison tools.",
-            });
-            applyRouteToolScope(resolvedTurnContext);
-            return undefined;
-        }
-        if (classification.workflow === "portfolio_builder") {
-            const resolution = resolvePortfolioSlots(classification.entities, workflowPrefs);
-            coordinator.recordWorkflowRun("portfolio_builder", classification.entities, resolution.resolved, resolution.defaultsUsed);
-            pi.appendEntry("opencandle-workflow", {
-                workflow: "portfolio_builder",
-                entities: classification.entities,
-                resolved: resolution.resolved,
-            });
-            const definition = buildPortfolioWorkflowDefinition(resolution);
-            const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
-            if (prompt)
-                markOriginalInput(event.text);
-            return prompt ? { action: "transform", text: prompt } : { action: "handled" };
-        }
-        if (classification.workflow === "options_screener") {
-            const resolution = resolveOptionsScreenerSlots(classification.entities, workflowPrefs);
-            if (resolution.missingRequired.length === 0) {
-                coordinator.recordWorkflowRun("options_screener", classification.entities, resolution.resolved, resolution.defaultsUsed);
-                pi.appendEntry("opencandle-workflow", {
-                    workflow: "options_screener",
-                    entities: classification.entities,
-                    resolved: resolution.resolved,
-                });
-                const definition = buildOptionsScreenerWorkflowDefinition(resolution);
-                const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
-                if (prompt)
-                    markOriginalInput(event.text);
-                return prompt ? { action: "transform", text: prompt } : { action: "handled" };
-            }
-        }
-        if (classification.workflow === "compare_assets" &&
-            classification.entities.symbols.length >= 2) {
-            const resolution = {
-                resolved: {
-                    symbols: classification.entities.symbols,
-                    metrics: classification.entities.compareMetrics,
-                    timeHorizon: classification.entities.timeHorizon,
-                    budget: classification.entities.budget,
-                    assetScope: classification.entities.assetScope,
-                },
-                sources: {
-                    symbols: "user",
-                    ...(classification.entities.timeHorizon ? { timeHorizon: "user" } : {}),
-                    ...(classification.entities.compareMetrics ? { metrics: "user" } : {}),
-                    ...(classification.entities.budget !== undefined ? { budget: "user" } : {}),
-                    ...(classification.entities.assetScope ? { assetScope: "user" } : {}),
-                },
-                defaultsUsed: [],
-                missingRequired: [],
-            };
-            coordinator.recordWorkflowRun("compare_assets", classification.entities, resolution.resolved, resolution.defaultsUsed);
-            pi.appendEntry("opencandle-workflow", {
-                workflow: "compare_assets",
-                symbols: classification.entities.symbols,
-            });
-            const preflight = await preflightCompareResolution(resolution);
-            if (!preflight) {
-                coordinator.recordWorkflowRun("fallback", classification.entities, resolution.resolved, [], "clarification");
-                coordinator.setPendingFallbackContext({
-                    assumptionsBlock: [
-                        "Assumptions Context:",
-                        `  original symbols: ${classification.entities.symbols.join(", ")} (user)`,
-                    ].join("\n"),
-                    missingRequired: ["symbols"],
-                    extraContext: "Compare workflow aborted because ticker preflight left fewer than two valid symbols. Ask the user to clarify the intended tickers before calling comparison tools.",
-                });
-                return undefined;
-            }
-            const definition = buildCompareAssetsWorkflowDefinition(preflight.resolution);
-            applyPreflightAnnotation(definition, preflight.dropped);
+            const definition = buildComprehensiveAnalysisDefinition(analysis.symbol);
+            appendComprehensiveAnalysisWorkflowEntry(analysis.symbol, definition);
             const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
             if (prompt)
-                markOriginalInput(event.text);
+                markOriginalInput(event.text, ctx);
             return prompt ? { action: "transform", text: prompt } : { action: "handled" };
         }
-        // Rules-mode finance fallback: no workflow dispatched, but the turn is
-        // finance-shaped (classified finance intent, extracted symbols, or finance
-        // vocabulary). Record the fallback turn and stash a fallback context so
-        // the system prompt carries saved market state for this turn; non-finance
-        // prompts stay untouched.
-        const isFinanceFallback = classification.workflow !== "unclassified" ||
-            classification.entities.symbols.length > 0 ||
-            hasFinanceSignals(event.text);
-        if (isFinanceFallback) {
-            coordinator.recordWorkflowRun("fallback", classification.entities, {}, [], "agent_task");
-            coordinator.setPendingFallbackContext({
-                assumptionsBlock: "",
-                missingRequired: [],
-                extraContext: classification.entities.symbols.length > 0
-                    ? `Rules-router extracted symbols: ${classification.entities.symbols.join(", ")}.`
-                    : undefined,
-            });
-            pi.appendEntry("opencandle-fallback-context", {
-                mode: "rules",
-                classifiedWorkflow: classification.workflow,
-                symbols: classification.entities.symbols,
-            });
-        }
-        return undefined;
+        const dispatched = await handleLlmRouterTurn(event.text, ctx);
+        // Dispatched a workflow → the original user turn is now represented by
+        // the workflow's queued prompts; tell Pi not to also forward it.
+        // Fallback path (no dispatch) → let Pi pass the user turn through to the
+        // main agent, which will run under the router-supplied fallback context.
+        return dispatched || undefined;
     });
     /**
      * LLM-mode input handler. In this mode `classifyIntent` and
@@ -878,7 +704,7 @@ export default function openCandleExtension(pi, options) {
             const definition = buildPortfolioWorkflowDefinition(resolution);
             const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
             if (prompt)
-                markOriginalInput(originalText);
+                markOriginalInput(originalText, ctx);
             return prompt ? { action: "transform", text: prompt } : false;
         }
         if (workflow === "options_screener") {
@@ -895,7 +721,7 @@ export default function openCandleExtension(pi, options) {
                 const definition = buildOptionsScreenerWorkflowDefinition(resolution);
                 const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
                 if (prompt)
-                    markOriginalInput(originalText);
+                    markOriginalInput(originalText, ctx);
                 return prompt ? { action: "transform", text: prompt } : false;
             }
             // Missing required symbol — treat as fallback with ask_user directive.
@@ -941,7 +767,7 @@ export default function openCandleExtension(pi, options) {
             applyPreflightAnnotation(definition, preflight.dropped);
             const prompt = coordinator.transformWorkflowInput(pi, definition, ctx);
             if (prompt)
-                markOriginalInput(originalText);
+                markOriginalInput(originalText, ctx);
             return prompt ? { action: "transform", text: prompt } : false;
         }
         // single_asset_analysis / watchlist / general_qa + any workflow with
@@ -982,29 +808,6 @@ export default function openCandleExtension(pi, options) {
             });
         }
     }
-    function disambiguateRulesModeSymbols(text, extractedSymbols) {
-        const candidates = mergeSymbols(extractedSymbols, rawTickerLikeTokens(text));
-        const disambiguated = disambiguateSymbols(candidates, text);
-        return {
-            kept: disambiguated.kept.filter((symbol) => extractedSymbols.includes(symbol)),
-            dropped: disambiguated.dropped,
-        };
-    }
-    function rawTickerLikeTokens(text) {
-        const tokens = [];
-        for (const match of text.matchAll(/\$?([A-Za-z]{1,5})\b/g)) {
-            const raw = match[1];
-            if (raw !== raw.toUpperCase())
-                continue;
-            const token = raw.toUpperCase();
-            if (!tokens.includes(token))
-                tokens.push(token);
-        }
-        return tokens;
-    }
-    function isComparePrompt(text) {
-        return /\b(?:compare|vs\.?|versus|which\s+is\s+better)\b/i.test(text);
-    }
     async function preflightCompareResolution(resolution) {
         const result = await preflightSymbols(resolution.resolved.symbols, {
             cache: coordinator.getTickerValidationCache(),
@@ -1180,8 +983,8 @@ export default function openCandleExtension(pi, options) {
     }
     function resolveRouterLlmClient(ctx) {
         // `ctx.model` is the currently selected pi-ai model. When unset (no auth
-        // configured yet), we skip the router and the main agent will run with
-        // its default unrouted flow (legacy rules path is the safer default).
+        // configured yet), we skip the router and the main agent runs with its
+        // default unrouted flow for the turn.
         const model = ctx.model;
         if (!model)
             return null;
@@ -1198,6 +1001,34 @@ export default function openCandleExtension(pi, options) {
         };
     });
 }
+function hasUnconsumedOriginalInputMarker(ctx) {
+    const manager = ctx?.sessionManager;
+    const entries = typeof manager?.getBranch === "function"
+        ? manager.getBranch()
+        : typeof manager?.getEntries === "function"
+            ? manager.getEntries()
+            : [];
+    let markerAfterLastUser = false;
+    for (const entry of entries) {
+        if (!isSessionEntryRecord(entry))
+            continue;
+        if (entry.type === "message" && entry.message?.role === "user") {
+            markerAfterLastUser = false;
+            continue;
+        }
+        if (entry.type === "custom" && entry.customType === "opencandle-user-input") {
+            markerAfterLastUser = true;
+            continue;
+        }
+        if (markerAfterLastUser) {
+            markerAfterLastUser = false;
+        }
+    }
+    return markerAfterLastUser;
+}
+function isSessionEntryRecord(entry) {
+    return typeof entry === "object" && entry !== null;
+}
 /** Concatenate text from a Pi message `content` (plain string or block array). */
 function extractMessageText(content) {
     if (typeof content === "string")