opencandle 0.11.1 → 0.12.0
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.
- package/README.md +20 -24
- package/dist/analysts/contracts.js +0 -1
- package/dist/analysts/orchestrator.js +0 -1
- package/dist/cli-main.js +13 -7
- package/dist/cli-options.d.ts +4 -0
- package/dist/cli-options.js +33 -0
- package/dist/cli.js +8 -3
- package/dist/config.js +0 -1
- package/dist/doctor/cli-command.js +2 -1
- package/dist/doctor/render.js +0 -1
- package/dist/doctor/report.js +40 -11
- package/dist/gui/server/ask-user-bridge.d.ts +19 -0
- package/dist/gui/server/ask-user-bridge.js +55 -0
- package/dist/gui/server/automation-heartbeat.d.ts +25 -0
- package/dist/gui/server/automation-heartbeat.js +61 -0
- package/dist/gui/server/background-quotes.d.ts +39 -0
- package/dist/gui/server/background-quotes.js +71 -0
- package/dist/gui/server/chat-event-adapter.d.ts +16 -0
- package/dist/gui/server/chat-event-adapter.js +263 -0
- package/dist/gui/server/gui-session-manager.d.ts +2 -0
- package/dist/gui/server/gui-session-manager.js +4 -0
- package/dist/gui/server/http-routes.d.ts +69 -0
- package/dist/gui/server/http-routes.js +1008 -0
- package/dist/gui/server/invoke-tool.d.ts +47 -0
- package/dist/gui/server/invoke-tool.js +373 -0
- package/dist/gui/server/live-chat-event-adapter.d.ts +19 -0
- package/dist/gui/server/live-chat-event-adapter.js +206 -0
- package/dist/gui/server/local-session-coordinator.d.ts +26 -0
- package/dist/gui/server/local-session-coordinator.js +53 -0
- package/dist/gui/server/market-state-api.d.ts +138 -0
- package/dist/gui/server/market-state-api.js +355 -0
- package/dist/gui/server/model-setup.d.ts +64 -0
- package/dist/gui/server/model-setup.js +150 -0
- package/dist/gui/server/private-api-access.d.ts +6 -0
- package/dist/gui/server/private-api-access.js +53 -0
- package/dist/gui/server/projector.d.ts +49 -0
- package/dist/gui/server/projector.js +296 -0
- package/dist/gui/server/prompt-observation.d.ts +8 -0
- package/dist/gui/server/prompt-observation.js +43 -0
- package/dist/gui/server/quote-snapshot-store.d.ts +14 -0
- package/dist/gui/server/quote-snapshot-store.js +49 -0
- package/dist/gui/server/server.d.ts +1 -0
- package/dist/gui/server/server.js +259 -0
- package/dist/gui/server/session-actions.d.ts +60 -0
- package/dist/gui/server/session-actions.js +218 -0
- package/dist/gui/server/session-entry-wait.d.ts +27 -0
- package/dist/gui/server/session-entry-wait.js +129 -0
- package/dist/gui/server/session-list.d.ts +2 -0
- package/dist/gui/server/session-list.js +11 -0
- package/dist/gui/server/shutdown.d.ts +10 -0
- package/dist/gui/server/shutdown.js +29 -0
- package/dist/gui/server/tool-invoke-ack.d.ts +17 -0
- package/dist/gui/server/tool-invoke-ack.js +26 -0
- package/dist/gui/server/tool-metadata.d.ts +93 -0
- package/dist/gui/server/tool-metadata.js +148 -0
- package/dist/gui/server/websocket.d.ts +9 -0
- package/dist/gui/server/websocket.js +124 -0
- package/dist/gui/server/writer-lock.d.ts +1 -0
- package/dist/gui/server/writer-lock.js +1 -0
- package/dist/gui/server/ws-hub.d.ts +50 -0
- package/dist/gui/server/ws-hub.js +284 -0
- package/dist/gui/shared/chat-events.d.ts +174 -0
- package/dist/gui/shared/chat-events.js +13 -0
- package/dist/gui/shared/event-reducer.d.ts +3 -0
- package/dist/gui/shared/event-reducer.js +187 -0
- package/dist/index.js +0 -1
- package/dist/infra/cache.js +0 -1
- package/dist/infra/freshness.js +0 -1
- package/dist/infra/http-client.js +1 -2
- package/dist/infra/index.js +0 -1
- package/dist/infra/market-calendar.js +0 -1
- package/dist/infra/native-dependencies.js +0 -1
- package/dist/infra/node-version.js +0 -1
- package/dist/infra/open-url.js +0 -1
- package/dist/infra/opencandle-paths.js +0 -1
- package/dist/infra/rate-limiter.js +0 -1
- package/dist/market-state/alert-conditions.js +0 -1
- package/dist/market-state/alert-runner.d.ts +1 -0
- package/dist/market-state/alert-runner.js +5 -4
- package/dist/market-state/daily-report.js +0 -1
- package/dist/market-state/local-automation-service.js +0 -1
- package/dist/market-state/notification-delivery.js +0 -1
- package/dist/market-state/resolve-for-mutation.js +0 -1
- package/dist/market-state/resolve.js +0 -1
- package/dist/market-state/service.d.ts +26 -21
- package/dist/market-state/service.js +175 -36
- package/dist/market-state/summaries.js +1 -13
- package/dist/memory/index.js +0 -1
- package/dist/memory/manager.js +0 -1
- package/dist/memory/preference-extractor.js +0 -1
- package/dist/memory/retrieval.js +0 -1
- package/dist/memory/sqlite.js +60 -11
- package/dist/memory/storage.js +0 -1
- package/dist/memory/tool-defaults.js +0 -1
- package/dist/memory/types.js +0 -1
- package/dist/monitor.js +0 -1
- package/dist/onboarding/connect.js +0 -1
- package/dist/onboarding/credential-interceptor.js +0 -1
- package/dist/onboarding/degradation-accumulator.js +0 -1
- package/dist/onboarding/prompt-user.d.ts +1 -1
- package/dist/onboarding/prompt-user.js +0 -1
- package/dist/onboarding/provider-status.js +0 -1
- package/dist/onboarding/providers.js +0 -1
- package/dist/onboarding/state.js +0 -1
- package/dist/onboarding/tool-helpers.js +0 -1
- package/dist/onboarding/tool-tags.js +0 -1
- package/dist/onboarding/validate-model-key.d.ts +17 -0
- package/dist/onboarding/validate-model-key.js +54 -0
- package/dist/onboarding/validation.js +0 -1
- package/dist/pi/opencandle-extension.js +2 -2
- package/dist/pi/session-action-dedupe.js +0 -1
- package/dist/pi/session-storage.js +0 -1
- package/dist/pi/session-writer-lock.js +0 -1
- package/dist/pi/session.js +0 -1
- package/dist/pi/setup.d.ts +2 -0
- package/dist/pi/setup.js +10 -3
- package/dist/pi/tool-adapter.js +0 -1
- package/dist/pi/tui-session-coordinator.js +0 -1
- package/dist/prompts/context-builder.js +1 -2
- package/dist/prompts/disclaimer.js +0 -1
- package/dist/prompts/policy-cards.js +0 -1
- package/dist/prompts/sections.js +0 -1
- package/dist/prompts/symbol-preflight.js +0 -1
- package/dist/prompts/workflow-prompts.js +0 -1
- package/dist/providers/alpha-vantage.js +2 -3
- package/dist/providers/coingecko.js +0 -1
- package/dist/providers/errors.js +0 -1
- package/dist/providers/exa-search.js +11 -10
- package/dist/providers/external-tool-command.js +0 -1
- package/dist/providers/external-tool-error.js +0 -1
- package/dist/providers/fear-greed.js +0 -1
- package/dist/providers/finnhub.js +0 -1
- package/dist/providers/fred.js +0 -1
- package/dist/providers/index.js +0 -1
- package/dist/providers/polymarket.js +0 -1
- package/dist/providers/provider-credential-error.js +0 -1
- package/dist/providers/reddit-cli.js +0 -1
- package/dist/providers/reddit.js +0 -1
- package/dist/providers/sec-edgar.js +0 -1
- package/dist/providers/tradingview.js +1 -2
- package/dist/providers/twitter-cli.js +0 -1
- package/dist/providers/twitter.js +0 -1
- package/dist/providers/web-search.js +15 -12
- package/dist/providers/with-fallback.js +0 -1
- package/dist/providers/wrap-provider.js +0 -1
- package/dist/providers/yahoo-finance.js +67 -4
- package/dist/routing/classify-intent.js +0 -1
- package/dist/routing/defaults.js +0 -1
- package/dist/routing/entity-extractor.js +2 -3
- package/dist/routing/fund-symbols.js +0 -1
- package/dist/routing/horizon.js +0 -1
- package/dist/routing/index.js +0 -1
- package/dist/routing/legacy-rule-router.js +0 -1
- package/dist/routing/planning.js +0 -1
- package/dist/routing/route-manifest.js +0 -1
- package/dist/routing/router-llm-client.d.ts +2 -2
- package/dist/routing/router-llm-client.js +0 -1
- package/dist/routing/router-prompt.js +0 -1
- package/dist/routing/router-types.js +0 -1
- package/dist/routing/router.js +1 -2
- package/dist/routing/slot-resolver.js +0 -1
- package/dist/routing/symbol-disambiguator.js +0 -1
- package/dist/routing/turn-context.js +0 -1
- package/dist/routing/types.js +0 -1
- package/dist/runtime/answer-contracts.js +0 -1
- package/dist/runtime/artifact-contracts.js +0 -1
- package/dist/runtime/evidence.js +0 -1
- package/dist/runtime/numeric-claims.js +0 -1
- package/dist/runtime/planning-evidence.js +0 -1
- package/dist/runtime/prompt-step.js +0 -1
- package/dist/runtime/provider-tracker.js +0 -1
- package/dist/runtime/run-context.js +0 -1
- package/dist/runtime/session-coordinator.js +0 -1
- package/dist/runtime/session-title.js +0 -1
- package/dist/runtime/tool-defaults-wrapper.js +0 -1
- package/dist/runtime/validation.js +0 -1
- package/dist/runtime/workflow-events.js +0 -1
- package/dist/runtime/workflow-runner.d.ts +1 -0
- package/dist/runtime/workflow-runner.js +8 -3
- package/dist/runtime/workflow-types.js +0 -1
- package/dist/sentiment/adapters/finnhub.js +0 -1
- package/dist/sentiment/adapters/reddit.js +0 -1
- package/dist/sentiment/adapters/twitter.js +0 -1
- package/dist/sentiment/adapters/web.js +0 -1
- package/dist/sentiment/index.js +4 -2
- package/dist/sentiment/insights.js +0 -1
- package/dist/sentiment/keywords.js +0 -1
- package/dist/sentiment/pipeline.js +0 -1
- package/dist/sentiment/scorer.js +0 -1
- package/dist/sentiment/store.js +0 -1
- package/dist/sentiment/trends.js +0 -1
- package/dist/sentiment/types.js +0 -1
- package/dist/system-prompt.js +0 -1
- package/dist/tool-kit.js +0 -1
- package/dist/tools/fundamentals/company-overview.d.ts +1 -1
- package/dist/tools/fundamentals/company-overview.js +2 -1
- package/dist/tools/fundamentals/comps.js +6 -4
- package/dist/tools/fundamentals/dcf.js +0 -1
- package/dist/tools/fundamentals/earnings.d.ts +1 -1
- package/dist/tools/fundamentals/earnings.js +2 -1
- package/dist/tools/fundamentals/financials.js +2 -1
- package/dist/tools/fundamentals/sec-filings.js +0 -1
- package/dist/tools/index.d.ts +116 -2
- package/dist/tools/index.js +0 -1
- package/dist/tools/interaction/ask-user.js +11 -1
- package/dist/tools/macro/event-probabilities.js +0 -1
- package/dist/tools/macro/fear-greed.d.ts +1 -1
- package/dist/tools/macro/fear-greed.js +0 -1
- package/dist/tools/macro/fred-data.d.ts +1 -1
- package/dist/tools/macro/fred-data.js +2 -1
- package/dist/tools/market/crypto-history.js +0 -1
- package/dist/tools/market/crypto-price.d.ts +2 -2
- package/dist/tools/market/crypto-price.js +0 -1
- package/dist/tools/market/screen-stocks.js +0 -1
- package/dist/tools/market/search-ticker.js +1 -2
- package/dist/tools/market/stock-history.js +0 -1
- package/dist/tools/market/stock-quote.d.ts +2 -2
- package/dist/tools/market/stock-quote.js +0 -1
- package/dist/tools/options/greeks.js +0 -1
- package/dist/tools/options/option-chain.d.ts +2 -2
- package/dist/tools/options/option-chain.js +0 -1
- package/dist/tools/portfolio/alerts.d.ts +2 -1
- package/dist/tools/portfolio/alerts.js +228 -2
- package/dist/tools/portfolio/correlation.js +23 -5
- package/dist/tools/portfolio/daily-report.js +0 -1
- package/dist/tools/portfolio/holdings-overlap.js +0 -1
- package/dist/tools/portfolio/notifications.js +0 -1
- package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
- package/dist/tools/portfolio/risk-analysis.js +0 -1
- package/dist/tools/portfolio/tracker.d.ts +3 -1
- package/dist/tools/portfolio/tracker.js +57 -10
- package/dist/tools/portfolio/watchlist.d.ts +3 -6
- package/dist/tools/portfolio/watchlist.js +101 -110
- package/dist/tools/sentiment/insight-format.js +0 -1
- package/dist/tools/sentiment/query-match.js +0 -1
- package/dist/tools/sentiment/reddit-sentiment.js +0 -1
- package/dist/tools/sentiment/sentiment-summary.js +8 -4
- package/dist/tools/sentiment/sentiment-trend.d.ts +5 -1
- package/dist/tools/sentiment/sentiment-trend.js +6 -2
- package/dist/tools/sentiment/twitter-sentiment.js +0 -1
- package/dist/tools/sentiment/untrusted-text.js +0 -1
- package/dist/tools/sentiment/web-search.d.ts +1 -1
- package/dist/tools/sentiment/web-search.js +0 -1
- package/dist/tools/sentiment/web-sentiment.js +0 -1
- package/dist/tools/technical/backtest.js +0 -1
- package/dist/tools/technical/indicators.js +0 -1
- package/dist/types/fundamentals.js +0 -1
- package/dist/types/index.js +0 -1
- package/dist/types/macro.js +0 -1
- package/dist/types/market.d.ts +6 -0
- package/dist/types/market.js +0 -1
- package/dist/types/options.js +0 -1
- package/dist/types/portfolio.js +0 -1
- package/dist/types/prediction-markets.js +0 -1
- package/dist/types/sentiment.js +0 -1
- package/dist/workflows/compare-assets.js +0 -1
- package/dist/workflows/index.js +0 -1
- package/dist/workflows/options-screener.js +0 -1
- package/dist/workflows/portfolio-builder.js +0 -1
- package/gui/web/dist/assets/CatalogOverlay-CAc7e3Pf.js +1 -0
- package/gui/web/dist/assets/index-BOEKd9wT.css +2 -0
- package/gui/web/dist/assets/index-C-H05cQ2.js +65 -0
- package/gui/web/dist/index.html +2 -2
- package/package.json +11 -12
- package/dist/analysts/contracts.js.map +0 -1
- package/dist/analysts/orchestrator.js.map +0 -1
- package/dist/cli-main.js.map +0 -1
- package/dist/cli.js.map +0 -1
- package/dist/config.js.map +0 -1
- package/dist/doctor/cli-command.js.map +0 -1
- package/dist/doctor/render.js.map +0 -1
- package/dist/doctor/report.js.map +0 -1
- package/dist/index.js.map +0 -1
- package/dist/infra/cache.js.map +0 -1
- package/dist/infra/freshness.js.map +0 -1
- package/dist/infra/http-client.js.map +0 -1
- package/dist/infra/index.js.map +0 -1
- package/dist/infra/market-calendar.js.map +0 -1
- package/dist/infra/native-dependencies.js.map +0 -1
- package/dist/infra/node-version.js.map +0 -1
- package/dist/infra/open-url.js.map +0 -1
- package/dist/infra/opencandle-paths.js.map +0 -1
- package/dist/infra/rate-limiter.js.map +0 -1
- package/dist/market-state/alert-conditions.js.map +0 -1
- package/dist/market-state/alert-runner.js.map +0 -1
- package/dist/market-state/daily-report.js.map +0 -1
- package/dist/market-state/local-automation-service.js.map +0 -1
- package/dist/market-state/notification-delivery.js.map +0 -1
- package/dist/market-state/resolve-for-mutation.js.map +0 -1
- package/dist/market-state/resolve.js.map +0 -1
- package/dist/market-state/service.js.map +0 -1
- package/dist/market-state/summaries.js.map +0 -1
- package/dist/memory/index.js.map +0 -1
- package/dist/memory/manager.js.map +0 -1
- package/dist/memory/preference-extractor.js.map +0 -1
- package/dist/memory/retrieval.js.map +0 -1
- package/dist/memory/sqlite.js.map +0 -1
- package/dist/memory/storage.js.map +0 -1
- package/dist/memory/tool-defaults.js.map +0 -1
- package/dist/memory/types.js.map +0 -1
- package/dist/monitor.js.map +0 -1
- package/dist/onboarding/connect.js.map +0 -1
- package/dist/onboarding/credential-interceptor.js.map +0 -1
- package/dist/onboarding/degradation-accumulator.js.map +0 -1
- package/dist/onboarding/prompt-user.js.map +0 -1
- package/dist/onboarding/provider-status.js.map +0 -1
- package/dist/onboarding/providers.js.map +0 -1
- package/dist/onboarding/state.js.map +0 -1
- package/dist/onboarding/tool-helpers.js.map +0 -1
- package/dist/onboarding/tool-tags.js.map +0 -1
- package/dist/onboarding/validation.js.map +0 -1
- package/dist/pi/opencandle-extension.js.map +0 -1
- package/dist/pi/session-action-dedupe.js.map +0 -1
- package/dist/pi/session-storage.js.map +0 -1
- package/dist/pi/session-writer-lock.js.map +0 -1
- package/dist/pi/session.js.map +0 -1
- package/dist/pi/setup.js.map +0 -1
- package/dist/pi/tool-adapter.js.map +0 -1
- package/dist/pi/tui-session-coordinator.js.map +0 -1
- package/dist/prompts/context-builder.js.map +0 -1
- package/dist/prompts/disclaimer.js.map +0 -1
- package/dist/prompts/policy-cards.js.map +0 -1
- package/dist/prompts/sections.js.map +0 -1
- package/dist/prompts/symbol-preflight.js.map +0 -1
- package/dist/prompts/workflow-prompts.js.map +0 -1
- package/dist/providers/alpha-vantage.js.map +0 -1
- package/dist/providers/coingecko.js.map +0 -1
- package/dist/providers/errors.js.map +0 -1
- package/dist/providers/exa-search.js.map +0 -1
- package/dist/providers/external-tool-command.js.map +0 -1
- package/dist/providers/external-tool-error.js.map +0 -1
- package/dist/providers/fear-greed.js.map +0 -1
- package/dist/providers/finnhub.js.map +0 -1
- package/dist/providers/fred.js.map +0 -1
- package/dist/providers/index.js.map +0 -1
- package/dist/providers/polymarket.js.map +0 -1
- package/dist/providers/provider-credential-error.js.map +0 -1
- package/dist/providers/reddit-cli.js.map +0 -1
- package/dist/providers/reddit.js.map +0 -1
- package/dist/providers/sec-edgar.js.map +0 -1
- package/dist/providers/tradingview.js.map +0 -1
- package/dist/providers/twitter-cli.js.map +0 -1
- package/dist/providers/twitter.js.map +0 -1
- package/dist/providers/web-search.js.map +0 -1
- package/dist/providers/with-fallback.js.map +0 -1
- package/dist/providers/wrap-provider.js.map +0 -1
- package/dist/providers/yahoo-finance.js.map +0 -1
- package/dist/routing/classify-intent.js.map +0 -1
- package/dist/routing/defaults.js.map +0 -1
- package/dist/routing/entity-extractor.js.map +0 -1
- package/dist/routing/fund-symbols.js.map +0 -1
- package/dist/routing/horizon.js.map +0 -1
- package/dist/routing/index.js.map +0 -1
- package/dist/routing/legacy-rule-router.js.map +0 -1
- package/dist/routing/planning.js.map +0 -1
- package/dist/routing/route-manifest.js.map +0 -1
- package/dist/routing/router-llm-client.js.map +0 -1
- package/dist/routing/router-prompt.js.map +0 -1
- package/dist/routing/router-types.js.map +0 -1
- package/dist/routing/router.js.map +0 -1
- package/dist/routing/slot-resolver.js.map +0 -1
- package/dist/routing/symbol-disambiguator.js.map +0 -1
- package/dist/routing/turn-context.js.map +0 -1
- package/dist/routing/types.js.map +0 -1
- package/dist/runtime/answer-contracts.js.map +0 -1
- package/dist/runtime/artifact-contracts.js.map +0 -1
- package/dist/runtime/evidence.js.map +0 -1
- package/dist/runtime/numeric-claims.js.map +0 -1
- package/dist/runtime/planning-evidence.js.map +0 -1
- package/dist/runtime/prompt-step.js.map +0 -1
- package/dist/runtime/provider-tracker.js.map +0 -1
- package/dist/runtime/run-context.js.map +0 -1
- package/dist/runtime/session-coordinator.js.map +0 -1
- package/dist/runtime/session-title.js.map +0 -1
- package/dist/runtime/tool-defaults-wrapper.js.map +0 -1
- package/dist/runtime/validation.js.map +0 -1
- package/dist/runtime/workflow-events.js.map +0 -1
- package/dist/runtime/workflow-runner.js.map +0 -1
- package/dist/runtime/workflow-types.js.map +0 -1
- package/dist/sentiment/adapters/finnhub.js.map +0 -1
- package/dist/sentiment/adapters/reddit.js.map +0 -1
- package/dist/sentiment/adapters/twitter.js.map +0 -1
- package/dist/sentiment/adapters/web.js.map +0 -1
- package/dist/sentiment/index.js.map +0 -1
- package/dist/sentiment/insights.js.map +0 -1
- package/dist/sentiment/keywords.js.map +0 -1
- package/dist/sentiment/pipeline.js.map +0 -1
- package/dist/sentiment/scorer.js.map +0 -1
- package/dist/sentiment/store.js.map +0 -1
- package/dist/sentiment/trends.js.map +0 -1
- package/dist/sentiment/types.js.map +0 -1
- package/dist/system-prompt.js.map +0 -1
- package/dist/tool-kit.js.map +0 -1
- package/dist/tools/fundamentals/company-overview.js.map +0 -1
- package/dist/tools/fundamentals/comps.js.map +0 -1
- package/dist/tools/fundamentals/dcf.js.map +0 -1
- package/dist/tools/fundamentals/earnings.js.map +0 -1
- package/dist/tools/fundamentals/financials.js.map +0 -1
- package/dist/tools/fundamentals/sec-filings.js.map +0 -1
- package/dist/tools/index.js.map +0 -1
- package/dist/tools/interaction/ask-user.js.map +0 -1
- package/dist/tools/macro/event-probabilities.js.map +0 -1
- package/dist/tools/macro/fear-greed.js.map +0 -1
- package/dist/tools/macro/fred-data.js.map +0 -1
- package/dist/tools/market/crypto-history.js.map +0 -1
- package/dist/tools/market/crypto-price.js.map +0 -1
- package/dist/tools/market/screen-stocks.js.map +0 -1
- package/dist/tools/market/search-ticker.js.map +0 -1
- package/dist/tools/market/stock-history.js.map +0 -1
- package/dist/tools/market/stock-quote.js.map +0 -1
- package/dist/tools/options/greeks.js.map +0 -1
- package/dist/tools/options/option-chain.js.map +0 -1
- package/dist/tools/portfolio/alerts.js.map +0 -1
- package/dist/tools/portfolio/correlation.js.map +0 -1
- package/dist/tools/portfolio/daily-report.js.map +0 -1
- package/dist/tools/portfolio/holdings-overlap.js.map +0 -1
- package/dist/tools/portfolio/notifications.js.map +0 -1
- package/dist/tools/portfolio/risk-analysis.js.map +0 -1
- package/dist/tools/portfolio/tracker.js.map +0 -1
- package/dist/tools/portfolio/watchlist.js.map +0 -1
- package/dist/tools/sentiment/insight-format.js.map +0 -1
- package/dist/tools/sentiment/query-match.js.map +0 -1
- package/dist/tools/sentiment/reddit-sentiment.js.map +0 -1
- package/dist/tools/sentiment/sentiment-summary.js.map +0 -1
- package/dist/tools/sentiment/sentiment-trend.js.map +0 -1
- package/dist/tools/sentiment/twitter-sentiment.js.map +0 -1
- package/dist/tools/sentiment/untrusted-text.js.map +0 -1
- package/dist/tools/sentiment/web-search.js.map +0 -1
- package/dist/tools/sentiment/web-sentiment.js.map +0 -1
- package/dist/tools/technical/backtest.js.map +0 -1
- package/dist/tools/technical/indicators.js.map +0 -1
- package/dist/types/fundamentals.js.map +0 -1
- package/dist/types/index.js.map +0 -1
- package/dist/types/macro.js.map +0 -1
- package/dist/types/market.js.map +0 -1
- package/dist/types/options.js.map +0 -1
- package/dist/types/portfolio.js.map +0 -1
- package/dist/types/prediction-markets.js.map +0 -1
- package/dist/types/sentiment.js.map +0 -1
- package/dist/workflows/compare-assets.js.map +0 -1
- package/dist/workflows/index.js.map +0 -1
- package/dist/workflows/options-screener.js.map +0 -1
- package/dist/workflows/portfolio-builder.js.map +0 -1
- package/gui/server/ask-user-bridge.ts +0 -89
- package/gui/server/automation-heartbeat.ts +0 -97
- package/gui/server/background-quotes.ts +0 -127
- package/gui/server/chat-event-adapter.ts +0 -294
- package/gui/server/gui-session-manager.ts +0 -5
- package/gui/server/http-routes.ts +0 -1201
- package/gui/server/invoke-tool.ts +0 -490
- package/gui/server/live-chat-event-adapter.ts +0 -243
- package/gui/server/local-session-coordinator.ts +0 -97
- package/gui/server/market-state-api.ts +0 -331
- package/gui/server/model-setup.ts +0 -254
- package/gui/server/package.json +0 -5
- package/gui/server/private-api-access.ts +0 -62
- package/gui/server/projector.ts +0 -392
- package/gui/server/prompt-observation.ts +0 -58
- package/gui/server/quote-snapshot-store.ts +0 -50
- package/gui/server/server.ts +0 -289
- package/gui/server/session-actions.ts +0 -323
- package/gui/server/session-entry-wait.ts +0 -179
- package/gui/server/shutdown.ts +0 -47
- package/gui/server/tool-invoke-ack.ts +0 -49
- package/gui/server/tool-metadata.ts +0 -167
- package/gui/server/websocket.ts +0 -138
- package/gui/server/writer-lock.ts +0 -1
- package/gui/server/ws-hub.ts +0 -403
- package/gui/shared/chat-events.ts +0 -165
- package/gui/shared/event-reducer.ts +0 -220
- package/gui/web/dist/assets/CatalogOverlay-DZ1niyQm.js +0 -1
- package/gui/web/dist/assets/index-D4F9AJnn.css +0 -2
- package/gui/web/dist/assets/index-DtqMMBTr.js +0 -65
- package/src/analysts/contracts.ts +0 -176
- package/src/analysts/orchestrator.ts +0 -244
- package/src/cli-main.ts +0 -510
- package/src/cli.ts +0 -17
- package/src/config.ts +0 -272
- package/src/doctor/cli-command.ts +0 -83
- package/src/doctor/render.ts +0 -37
- package/src/doctor/report.ts +0 -638
- package/src/index.ts +0 -5
- package/src/infra/cache.ts +0 -127
- package/src/infra/freshness.ts +0 -165
- package/src/infra/http-client.ts +0 -134
- package/src/infra/index.ts +0 -14
- package/src/infra/market-calendar.ts +0 -193
- package/src/infra/native-dependencies.ts +0 -84
- package/src/infra/node-version.ts +0 -23
- package/src/infra/open-url.ts +0 -28
- package/src/infra/opencandle-paths.ts +0 -53
- package/src/infra/rate-limiter.ts +0 -77
- package/src/market-state/alert-conditions.ts +0 -82
- package/src/market-state/alert-runner.ts +0 -863
- package/src/market-state/daily-report.ts +0 -237
- package/src/market-state/local-automation-service.ts +0 -162
- package/src/market-state/notification-delivery.ts +0 -158
- package/src/market-state/resolve-for-mutation.ts +0 -24
- package/src/market-state/resolve.ts +0 -112
- package/src/market-state/service.ts +0 -2208
- package/src/market-state/summaries.ts +0 -75
- package/src/memory/index.ts +0 -10
- package/src/memory/manager.ts +0 -190
- package/src/memory/preference-extractor.ts +0 -106
- package/src/memory/retrieval.ts +0 -71
- package/src/memory/sqlite.ts +0 -577
- package/src/memory/storage.ts +0 -195
- package/src/memory/tool-defaults.ts +0 -108
- package/src/memory/types.ts +0 -71
- package/src/monitor.ts +0 -123
- package/src/onboarding/connect.ts +0 -177
- package/src/onboarding/credential-interceptor.ts +0 -122
- package/src/onboarding/degradation-accumulator.ts +0 -77
- package/src/onboarding/prompt-user.ts +0 -85
- package/src/onboarding/provider-status.ts +0 -382
- package/src/onboarding/providers.ts +0 -442
- package/src/onboarding/state.ts +0 -216
- package/src/onboarding/tool-helpers.ts +0 -104
- package/src/onboarding/tool-tags.ts +0 -244
- package/src/onboarding/validation.ts +0 -152
- package/src/pi/opencandle-extension.ts +0 -1294
- package/src/pi/session-action-dedupe.ts +0 -155
- package/src/pi/session-storage.ts +0 -5
- package/src/pi/session-writer-lock.ts +0 -426
- package/src/pi/session.ts +0 -84
- package/src/pi/setup.ts +0 -399
- package/src/pi/tool-adapter.ts +0 -49
- package/src/pi/tui-session-coordinator.ts +0 -351
- package/src/prompts/context-builder.ts +0 -326
- package/src/prompts/disclaimer.ts +0 -9
- package/src/prompts/policy-cards.ts +0 -228
- package/src/prompts/sections.ts +0 -46
- package/src/prompts/symbol-preflight.ts +0 -80
- package/src/prompts/workflow-prompts.ts +0 -504
- package/src/providers/alpha-vantage.ts +0 -340
- package/src/providers/coingecko.ts +0 -95
- package/src/providers/errors.ts +0 -9
- package/src/providers/exa-search.ts +0 -375
- package/src/providers/external-tool-command.ts +0 -164
- package/src/providers/external-tool-error.ts +0 -20
- package/src/providers/fear-greed.ts +0 -45
- package/src/providers/finnhub.ts +0 -125
- package/src/providers/fred.ts +0 -83
- package/src/providers/index.ts +0 -17
- package/src/providers/polymarket.ts +0 -214
- package/src/providers/provider-credential-error.ts +0 -23
- package/src/providers/reddit-cli.ts +0 -286
- package/src/providers/reddit.ts +0 -106
- package/src/providers/sec-edgar.ts +0 -326
- package/src/providers/tradingview.ts +0 -399
- package/src/providers/twitter-cli.ts +0 -202
- package/src/providers/twitter.ts +0 -102
- package/src/providers/web-search.ts +0 -303
- package/src/providers/with-fallback.ts +0 -42
- package/src/providers/wrap-provider.ts +0 -105
- package/src/providers/yahoo-finance.ts +0 -984
- package/src/routing/classify-intent.ts +0 -380
- package/src/routing/defaults.ts +0 -29
- package/src/routing/entity-extractor.ts +0 -557
- package/src/routing/fund-symbols.ts +0 -58
- package/src/routing/horizon.ts +0 -7
- package/src/routing/index.ts +0 -70
- package/src/routing/legacy-rule-router.ts +0 -13
- package/src/routing/planning.ts +0 -829
- package/src/routing/route-manifest.ts +0 -308
- package/src/routing/router-llm-client.ts +0 -64
- package/src/routing/router-prompt.ts +0 -159
- package/src/routing/router-types.ts +0 -84
- package/src/routing/router.ts +0 -1332
- package/src/routing/slot-resolver.ts +0 -213
- package/src/routing/symbol-disambiguator.ts +0 -72
- package/src/routing/turn-context.ts +0 -108
- package/src/routing/types.ts +0 -77
- package/src/runtime/answer-contracts.ts +0 -693
- package/src/runtime/artifact-contracts.ts +0 -77
- package/src/runtime/evidence.ts +0 -78
- package/src/runtime/numeric-claims.ts +0 -108
- package/src/runtime/planning-evidence.ts +0 -597
- package/src/runtime/prompt-step.ts +0 -185
- package/src/runtime/provider-tracker.ts +0 -40
- package/src/runtime/run-context.ts +0 -32
- package/src/runtime/session-coordinator.ts +0 -1037
- package/src/runtime/session-title.ts +0 -60
- package/src/runtime/tool-defaults-wrapper.ts +0 -43
- package/src/runtime/validation.ts +0 -211
- package/src/runtime/workflow-events.ts +0 -77
- package/src/runtime/workflow-runner.ts +0 -182
- package/src/runtime/workflow-types.ts +0 -105
- package/src/sentiment/adapters/finnhub.ts +0 -49
- package/src/sentiment/adapters/reddit.ts +0 -65
- package/src/sentiment/adapters/twitter.ts +0 -36
- package/src/sentiment/adapters/web.ts +0 -44
- package/src/sentiment/index.ts +0 -49
- package/src/sentiment/insights.ts +0 -269
- package/src/sentiment/keywords.ts +0 -31
- package/src/sentiment/pipeline.ts +0 -91
- package/src/sentiment/scorer.ts +0 -89
- package/src/sentiment/store.ts +0 -260
- package/src/sentiment/trends.ts +0 -96
- package/src/sentiment/types.ts +0 -112
- package/src/system-prompt.ts +0 -115
- package/src/tool-kit.ts +0 -69
- package/src/tools/AGENTS.md +0 -36
- package/src/tools/fundamentals/company-overview.ts +0 -64
- package/src/tools/fundamentals/comps.ts +0 -180
- package/src/tools/fundamentals/dcf.ts +0 -447
- package/src/tools/fundamentals/earnings.ts +0 -57
- package/src/tools/fundamentals/financials.ts +0 -63
- package/src/tools/fundamentals/sec-filings.ts +0 -105
- package/src/tools/index.ts +0 -104
- package/src/tools/interaction/ask-user.ts +0 -93
- package/src/tools/macro/event-probabilities.ts +0 -141
- package/src/tools/macro/fear-greed.ts +0 -41
- package/src/tools/macro/fred-data.ts +0 -92
- package/src/tools/market/crypto-history.ts +0 -72
- package/src/tools/market/crypto-price.ts +0 -65
- package/src/tools/market/screen-stocks.ts +0 -290
- package/src/tools/market/search-ticker.ts +0 -254
- package/src/tools/market/stock-history.ts +0 -104
- package/src/tools/market/stock-quote.ts +0 -73
- package/src/tools/options/greeks.ts +0 -81
- package/src/tools/options/option-chain.ts +0 -134
- package/src/tools/portfolio/alerts.ts +0 -457
- package/src/tools/portfolio/correlation.ts +0 -189
- package/src/tools/portfolio/daily-report.ts +0 -107
- package/src/tools/portfolio/holdings-overlap.ts +0 -139
- package/src/tools/portfolio/notifications.ts +0 -45
- package/src/tools/portfolio/risk-analysis.ts +0 -173
- package/src/tools/portfolio/tracker.ts +0 -308
- package/src/tools/portfolio/watchlist.ts +0 -288
- package/src/tools/sentiment/insight-format.ts +0 -50
- package/src/tools/sentiment/query-match.ts +0 -117
- package/src/tools/sentiment/reddit-sentiment.ts +0 -403
- package/src/tools/sentiment/sentiment-summary.ts +0 -383
- package/src/tools/sentiment/sentiment-trend.ts +0 -75
- package/src/tools/sentiment/twitter-sentiment.ts +0 -287
- package/src/tools/sentiment/untrusted-text.ts +0 -21
- package/src/tools/sentiment/web-search.ts +0 -186
- package/src/tools/sentiment/web-sentiment.ts +0 -96
- package/src/tools/technical/backtest.ts +0 -336
- package/src/tools/technical/indicators.ts +0 -281
- package/src/types/fundamentals.ts +0 -47
- package/src/types/index.ts +0 -26
- package/src/types/macro.ts +0 -27
- package/src/types/market.ts +0 -46
- package/src/types/options.ts +0 -53
- package/src/types/portfolio.ts +0 -83
- package/src/types/prediction-markets.ts +0 -13
- package/src/types/sentiment.ts +0 -129
- package/src/workflows/compare-assets.ts +0 -89
- package/src/workflows/index.ts +0 -3
- package/src/workflows/options-screener.ts +0 -125
- package/src/workflows/portfolio-builder.ts +0 -63
package/dist/infra/index.js
CHANGED
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@@ -2,4 +2,3 @@ export { Cache, cache, TTL } from "./cache.js";
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2
2
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export { HttpError, httpGet } from "./http-client.js";
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3
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export { ensureOpenCandleHomeDir, ensureParentDir, getBrowserProfileDir, getConfigPath, getLogsDir, getOnboardingPath, getOpenCandleHomeDir, getStateDbPath, resolveOpenCandlePath, } from "./opencandle-paths.js";
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4
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export { RateLimiter, rateLimiter } from "./rate-limiter.js";
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-
//# sourceMappingURL=index.js.map
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package/dist/infra/open-url.js
CHANGED
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@@ -50,4 +50,3 @@ rateLimiter.configure("tradingview", 5, 1); // 5 burst, 1 req/s sustained
|
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50
50
|
rateLimiter.configure("polymarket", 10, 5); // 10 burst, 5 req/s sustained
|
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// SEC EDGAR fair-access guideline is 10 req/s; stay below it.
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rateLimiter.configure("sec_edgar", 5, 5); // 5 burst, 5 req/s sustained
|
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-
//# sourceMappingURL=rate-limiter.js.map
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@@ -161,6 +161,7 @@ export async function runAlertChecks(service, options) {
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const observed = {
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value: observation.value,
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field: observationField(item.rule),
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...observation.observationDetails,
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at: now,
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observedAt: now,
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const latestSma = sma.at(-1);
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if (latestClose == null || latestSma == null)
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return null;
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-
return historicalObservation(item.instrument.symbol, latestClose - latestSma, bars.at(-1)?.date ?? null, now);
|
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+
return historicalObservation(item.instrument.symbol, latestClose - latestSma, bars.at(-1)?.date ?? null, now, { price: latestClose, sma: latestSma });
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}
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if (item.rule.conditionType === "percent_move") {
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331
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const bars = await loadHistory(item.instrument.symbol, "5d", "1d", providers, providerBudget, historyCache, now);
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@@ -345,7 +346,7 @@ async function loadHistoricalObservation(item, providers, providerBudget, histor
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346
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const slow = computeSMA(closes, slowPeriod).at(-1);
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return null;
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return historicalObservation(item.instrument.symbol, roundObservation(fast - slow), bars.at(-1)?.date ?? null, now);
|
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+
return historicalObservation(item.instrument.symbol, roundObservation(fast - slow), bars.at(-1)?.date ?? null, now, { fast_sma: fast, slow_sma: slow });
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}
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351
|
if (item.rule.conditionType === "rsi_threshold") {
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|
const condition = item.rule.conditionJson;
|
|
@@ -412,10 +413,11 @@ function isProviderWideFailure(reason) {
|
|
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413
|
normalized.includes("econn") ||
|
|
413
414
|
normalized.includes("enotfound"));
|
|
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415
|
}
|
|
415
|
-
function historicalObservation(symbol, value, providerDataAt, now) {
|
|
416
|
+
function historicalObservation(symbol, value, providerDataAt, now, observationDetails) {
|
|
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417
|
return {
|
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symbol,
|
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value,
|
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observationDetails,
|
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|
sourceProvider: "yahoo",
|
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observedAt: now,
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providerDataAt,
|
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@@ -631,4 +633,3 @@ function alertDedupeKey(rule, observation, triggerType) {
|
|
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631
633
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observation.value,
|
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].join(":");
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}
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-
//# sourceMappingURL=alert-runner.js.map
|
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@@ -55,12 +55,6 @@ export interface WatchlistItemRecord {
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55
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assetType: string;
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exchange: string | null;
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currency: string | null;
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targetPrice: number | null;
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stopPrice: number | null;
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priceCurrency: string | null;
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thesis: string | null;
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notes: string | null;
|
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-
tags: string[] | null;
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source: string | null;
|
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|
sourceRowId: string | null;
|
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|
sourceMetadata: unknown;
|
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@@ -226,32 +220,28 @@ export declare class MarketStateService {
|
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220
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private readonly db;
|
|
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221
|
constructor(db: Database.Database);
|
|
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222
|
getDefaultWatchlist(): CollectionRecord;
|
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|
+
listWatchlists(): CollectionRecord[];
|
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|
+
createWatchlist(name: string): CollectionRecord;
|
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225
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getWatchlistByName(name: string): CollectionRecord | null;
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renameWatchlist(currentName: string, nextName: string): CollectionRecord;
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|
+
deleteWatchlist(name: string): CollectionRecord;
|
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228
|
+
getOrCreateWatchlist(name?: string | null): CollectionRecord;
|
|
229
229
|
getDefaultPortfolio(): CollectionRecord;
|
|
230
|
+
listPortfolios(): CollectionRecord[];
|
|
231
|
+
createPortfolio(name: string, baseCurrency?: string): CollectionRecord;
|
|
232
|
+
getPortfolioByName(name: string): CollectionRecord | null;
|
|
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|
+
renamePortfolio(currentName: string, nextName: string): CollectionRecord;
|
|
234
|
+
getOrCreatePortfolio(name?: string | null): CollectionRecord;
|
|
230
235
|
findInstrumentByAlias(lookup: InstrumentAliasLookup): InstrumentRecord | null;
|
|
231
236
|
addWatchlistItem(params: {
|
|
232
237
|
instrument: InstrumentInput;
|
|
233
238
|
watchlistId?: number;
|
|
234
|
-
targetPrice?: number | null;
|
|
235
|
-
stopPrice?: number | null;
|
|
236
|
-
priceCurrency?: string | null;
|
|
237
|
-
thesis?: string | null;
|
|
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|
-
notes?: string | null;
|
|
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|
-
tags?: string[];
|
|
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239
|
source?: string;
|
|
241
240
|
sourceRowId?: string;
|
|
242
241
|
sourceMetadata?: unknown;
|
|
243
242
|
}): WatchlistItemRecord;
|
|
244
243
|
listWatchlistItems(watchlistId?: number): WatchlistItemRecord[];
|
|
245
244
|
removeWatchlistItemBySymbol(symbol: string, watchlistId?: number): boolean;
|
|
246
|
-
updateWatchlistItemBySymbol(symbol: string, params: {
|
|
247
|
-
watchlistId?: number;
|
|
248
|
-
targetPrice?: number | null;
|
|
249
|
-
stopPrice?: number | null;
|
|
250
|
-
priceCurrency?: string | null;
|
|
251
|
-
thesis?: string | null;
|
|
252
|
-
notes?: string | null;
|
|
253
|
-
tags?: string[];
|
|
254
|
-
}): WatchlistItemRecord | null;
|
|
255
245
|
addPortfolioLot(params: {
|
|
256
246
|
instrument: InstrumentInput;
|
|
257
247
|
portfolioId?: number;
|
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@@ -300,6 +290,21 @@ export declare class MarketStateService {
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300
290
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}): AlertRuleRecord;
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301
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listAlertRules(): AlertRuleRecord[];
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setAlertRuleEnabled(id: number, enabled: boolean): AlertRuleRecord | null;
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+
updateAlertRule(id: number, params: {
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+
scopeType?: AlertScopeType;
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scopeId?: number | null;
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instrumentId?: number | null;
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conditionType?: string;
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+
conditionVersion?: number;
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condition?: unknown;
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+
timeframe?: string;
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enabled?: boolean;
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+
checkIntervalSeconds?: number | null;
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+
nextCheckAt?: string | null;
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cooldownSeconds?: number | null;
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retriggerMode?: string;
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}): AlertRuleRecord | null;
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deleteAlertRule(id: number): AlertRuleRecord | null;
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getInstrument(id: number): InstrumentRecord | null;
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upsertInstrumentRecord(input: InstrumentInput): InstrumentRecord;
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acquireAutomationRunnerLease(params: {
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@@ -15,6 +15,75 @@ export class MarketStateService {
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.get();
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return mapCollection(row);
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17
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}
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+
listWatchlists() {
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this.getDefaultWatchlist();
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const rows = this.db
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21
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.prepare("SELECT * FROM watchlists ORDER BY is_default DESC, name COLLATE NOCASE")
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.all();
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return rows.map(mapCollection);
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}
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+
createWatchlist(name) {
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const normalized = normalizeCollectionName(name);
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const now = new Date().toISOString();
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this.db
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.prepare(`INSERT OR IGNORE INTO watchlists (name, is_default, created_at, updated_at)
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VALUES (?, 0, ?, ?)`)
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.run(normalized, now, now);
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const row = this.db
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.prepare("SELECT * FROM watchlists WHERE name = ? LIMIT 1")
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.get(normalized);
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return mapCollection(row);
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}
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+
getWatchlistByName(name) {
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const normalized = normalizeCollectionName(name);
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const row = this.db
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.prepare("SELECT * FROM watchlists WHERE name = ? LIMIT 1")
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.get(normalized);
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return row == null ? null : mapCollection(row);
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}
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+
renameWatchlist(currentName, nextName) {
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const current = this.getWatchlistByName(currentName);
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if (current == null)
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throw new Error(`watchlist ${currentName.trim()} not found.`);
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const normalizedNext = normalizeCollectionName(nextName);
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const now = new Date().toISOString();
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this.db
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.prepare("UPDATE watchlists SET name = ?, updated_at = ? WHERE id = ?")
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.run(normalizedNext, now, current.id);
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const row = this.db.prepare("SELECT * FROM watchlists WHERE id = ? LIMIT 1").get(current.id);
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if (row == null)
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throw new Error("renamed watchlist could not be loaded.");
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return mapCollection(row);
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}
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+
deleteWatchlist(name) {
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const watchlists = this.listWatchlists();
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60
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const current = this.getWatchlistByName(name);
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if (current == null)
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+
throw new Error(`watchlist ${name.trim()} not found.`);
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63
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+
if (watchlists.length <= 1)
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64
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throw new Error("cannot delete the last remaining watchlist.");
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65
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+
const selected = watchlists.find((watchlist) => watchlist.id !== current.id);
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66
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+
if (selected == null)
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throw new Error("replacement watchlist could not be selected.");
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68
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const selectAndDelete = this.db.transaction(() => {
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if (current.isDefault) {
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this.db.prepare("UPDATE watchlists SET is_default = 0 WHERE id = ?").run(current.id);
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71
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+
this.db.prepare("UPDATE watchlists SET is_default = 1 WHERE id = ?").run(selected.id);
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+
}
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this.db.prepare("DELETE FROM watchlists WHERE id = ?").run(current.id);
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});
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75
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selectAndDelete();
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const row = this.db.prepare("SELECT * FROM watchlists WHERE id = ? LIMIT 1").get(selected.id);
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if (row == null)
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throw new Error("replacement watchlist could not be loaded.");
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return mapCollection(row);
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+
}
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81
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+
getOrCreateWatchlist(name) {
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const normalized = normalizeNullable(name);
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83
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if (normalized == null)
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84
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+
return this.getDefaultWatchlist();
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85
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return this.getWatchlistByName(normalized) ?? this.createWatchlist(normalized);
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86
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+
}
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18
87
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getDefaultPortfolio() {
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19
88
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const now = new Date().toISOString();
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20
89
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this.db
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@@ -30,6 +99,60 @@ export class MarketStateService {
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30
99
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baseCurrency: row.base_currency,
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31
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};
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32
101
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}
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102
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+
listPortfolios() {
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103
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+
this.getDefaultPortfolio();
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104
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const rows = this.db
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105
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.prepare("SELECT * FROM portfolios ORDER BY is_default DESC, name COLLATE NOCASE")
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106
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.all();
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107
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return rows.map((row) => ({ ...mapCollection(row), baseCurrency: row.base_currency }));
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108
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+
}
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109
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+
createPortfolio(name, baseCurrency = "USD") {
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110
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+
const normalized = normalizeCollectionName(name);
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111
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+
const existing = this.getPortfolioByName(normalized);
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112
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+
if (existing != null)
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113
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+
return existing;
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114
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+
const normalizedCurrency = baseCurrency.trim().toUpperCase() || "USD";
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115
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+
const now = new Date().toISOString();
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+
this.db
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.prepare(`INSERT OR IGNORE INTO portfolios (name, base_currency, is_default, created_at, updated_at)
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118
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+
VALUES (?, ?, 0, ?, ?)`)
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119
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+
.run(normalized, normalizedCurrency, now, now);
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120
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+
const row = this.db
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121
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+
.prepare("SELECT * FROM portfolios WHERE name = ? LIMIT 1")
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122
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+
.get(normalized);
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123
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+
return { ...mapCollection(row), baseCurrency: row.base_currency };
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124
|
+
}
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125
|
+
getPortfolioByName(name) {
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126
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+
const normalized = normalizeCollectionName(name);
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127
|
+
const row = this.db
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128
|
+
.prepare("SELECT * FROM portfolios WHERE name = ? LIMIT 1")
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129
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+
.get(normalized);
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130
|
+
return row == null ? null : { ...mapCollection(row), baseCurrency: row.base_currency };
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|
131
|
+
}
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|
132
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+
renamePortfolio(currentName, nextName) {
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133
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+
const current = this.getPortfolioByName(currentName);
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134
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+
if (current == null)
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135
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+
throw new Error(`portfolio ${currentName.trim()} not found.`);
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136
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+
const normalizedNext = normalizeCollectionName(nextName);
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137
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+
const existing = this.getPortfolioByName(normalizedNext);
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138
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+
if (existing != null && existing.id !== current.id) {
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139
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+
throw new Error(`portfolio ${normalizedNext} already exists.`);
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140
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+
}
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141
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+
const now = new Date().toISOString();
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142
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+
this.db
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143
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+
.prepare("UPDATE portfolios SET name = ?, updated_at = ? WHERE id = ?")
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144
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+
.run(normalizedNext, now, current.id);
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145
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+
const row = this.db.prepare("SELECT * FROM portfolios WHERE id = ? LIMIT 1").get(current.id);
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146
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+
if (row == null)
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147
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+
throw new Error("renamed portfolio could not be loaded.");
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|
148
|
+
return { ...mapCollection(row), baseCurrency: row.base_currency };
|
|
149
|
+
}
|
|
150
|
+
getOrCreatePortfolio(name) {
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151
|
+
const normalized = normalizeNullable(name);
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152
|
+
if (normalized == null)
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153
|
+
return this.getDefaultPortfolio();
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|
154
|
+
return this.getPortfolioByName(normalized) ?? this.createPortfolio(normalized);
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155
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+
}
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33
156
|
findInstrumentByAlias(lookup) {
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34
157
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const source = normalizeSource(lookup.source);
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35
158
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const sourceId = normalizeNullable(lookup.sourceId);
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@@ -66,11 +189,9 @@ export class MarketStateService {
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66
189
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if (existing) {
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67
190
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this.db
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68
191
|
.prepare(`UPDATE watchlist_items
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69
|
-
SET
|
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70
|
-
notes = ?, tags_json = ?, source = ?, source_row_id = ?,
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71
|
-
source_metadata_json = ?, updated_at = ?
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192
|
+
SET source = ?, source_row_id = ?, source_metadata_json = ?, updated_at = ?
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|
72
193
|
WHERE id = ?`)
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73
|
-
.run(params.
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|
194
|
+
.run(params.source === undefined ? existing.source : normalizeNullable(params.source), params.sourceRowId === undefined
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74
195
|
? existing.source_row_id
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|
75
196
|
: normalizeNullable(params.sourceRowId), params.sourceMetadata === undefined
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76
197
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? existing.source_metadata_json
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@@ -81,12 +202,11 @@ export class MarketStateService {
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|
81
202
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}
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82
203
|
const result = this.db
|
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83
204
|
.prepare(`INSERT INTO watchlist_items (
|
|
84
|
-
watchlist_id, instrument_id,
|
|
85
|
-
|
|
86
|
-
source_metadata_json, created_at, updated_at
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205
|
+
watchlist_id, instrument_id, source, source_row_id, source_metadata_json,
|
|
206
|
+
created_at, updated_at
|
|
87
207
|
)
|
|
88
|
-
VALUES (?, ?, ?, ?, ?, ?,
|
|
89
|
-
.run(watchlistId, instrument.id,
|
|
208
|
+
VALUES (?, ?, ?, ?, ?, ?, ?)`)
|
|
209
|
+
.run(watchlistId, instrument.id, normalizeNullable(params.source), normalizeNullable(params.sourceRowId), params.sourceMetadata == null ? null : JSON.stringify(params.sourceMetadata), now, now);
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|
90
210
|
return Number(result.lastInsertRowid);
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|
91
211
|
});
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|
92
212
|
return this.getWatchlistItem(tx());
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|
@@ -109,26 +229,6 @@ export class MarketStateService {
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109
229
|
.run(watchlistId, symbol.trim().toUpperCase());
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|
110
230
|
return result.changes > 0;
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|
111
231
|
}
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|
112
|
-
updateWatchlistItemBySymbol(symbol, params) {
|
|
113
|
-
const watchlistId = params.watchlistId ?? this.getDefaultWatchlist().id;
|
|
114
|
-
const existing = this.db
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|
115
|
-
.prepare(`SELECT wi.*
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|
116
|
-
FROM watchlist_items wi
|
|
117
|
-
JOIN instruments i ON i.id = wi.instrument_id
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|
118
|
-
WHERE wi.watchlist_id = ? AND i.symbol = ?
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|
119
|
-
LIMIT 1`)
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|
120
|
-
.get(watchlistId, symbol.trim().toUpperCase());
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121
|
-
if (existing == null)
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122
|
-
return null;
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123
|
-
const now = new Date().toISOString();
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124
|
-
this.db
|
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125
|
-
.prepare(`UPDATE watchlist_items
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|
126
|
-
SET target_price = ?, stop_price = ?, price_currency = ?, thesis = ?,
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|
127
|
-
notes = ?, tags_json = ?, updated_at = ?
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|
128
|
-
WHERE id = ?`)
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|
129
|
-
.run(params.targetPrice === undefined ? existing.target_price : params.targetPrice, params.stopPrice === undefined ? existing.stop_price : params.stopPrice, params.priceCurrency === undefined ? existing.price_currency : params.priceCurrency, params.thesis === undefined ? existing.thesis : params.thesis, params.notes === undefined ? existing.notes : params.notes, params.tags == null ? existing.tags_json : JSON.stringify(params.tags), now, existing.id);
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|
130
|
-
return this.getWatchlistItem(existing.id);
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|
131
|
-
}
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132
232
|
addPortfolioLot(params) {
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133
233
|
assertPositiveFinitePortfolioLotNumber(params.quantity, "quantity");
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134
234
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assertPositiveFinitePortfolioLotNumber(params.avgCost, "average cost");
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@@ -234,6 +334,46 @@ export class MarketStateService {
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234
334
|
return null;
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235
335
|
return this.getAlertRule(id);
|
|
236
336
|
}
|
|
337
|
+
updateAlertRule(id, params) {
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|
338
|
+
const existing = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(id);
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|
339
|
+
if (existing == null)
|
|
340
|
+
return null;
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|
341
|
+
const now = new Date().toISOString();
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|
342
|
+
this.db
|
|
343
|
+
.prepare(`UPDATE alert_rules
|
|
344
|
+
SET scope_type = ?,
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|
345
|
+
scope_id = ?,
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|
346
|
+
instrument_id = ?,
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|
347
|
+
condition_type = ?,
|
|
348
|
+
condition_version = ?,
|
|
349
|
+
condition_json = ?,
|
|
350
|
+
timeframe = ?,
|
|
351
|
+
enabled = ?,
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|
352
|
+
check_interval_seconds = ?,
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|
353
|
+
next_check_at = ?,
|
|
354
|
+
last_checked_at = NULL,
|
|
355
|
+
last_observed_json = NULL,
|
|
356
|
+
status = 'active',
|
|
357
|
+
retrigger_mode = ?,
|
|
358
|
+
last_condition_state = 'unknown',
|
|
359
|
+
rule_revision = rule_revision + 1,
|
|
360
|
+
arm_cycle_id = arm_cycle_id + 1,
|
|
361
|
+
cooldown_seconds = ?,
|
|
362
|
+
last_triggered_at = NULL,
|
|
363
|
+
updated_at = ?
|
|
364
|
+
WHERE id = ?`)
|
|
365
|
+
.run(params.scopeType ?? existing.scope_type, params.scopeId === undefined ? existing.scope_id : params.scopeId, params.instrumentId === undefined ? existing.instrument_id : params.instrumentId, params.conditionType ?? existing.condition_type, params.conditionVersion ?? existing.condition_version, JSON.stringify(params.condition === undefined ? JSON.parse(existing.condition_json) : params.condition), params.timeframe ?? existing.timeframe, params.enabled === undefined ? existing.enabled : params.enabled ? 1 : 0, params.checkIntervalSeconds === undefined
|
|
366
|
+
? existing.check_interval_seconds
|
|
367
|
+
: params.checkIntervalSeconds, params.nextCheckAt === undefined ? existing.next_check_at : params.nextCheckAt, params.retriggerMode ?? existing.retrigger_mode, params.cooldownSeconds === undefined ? existing.cooldown_seconds : params.cooldownSeconds, now, id);
|
|
368
|
+
return this.getAlertRule(id);
|
|
369
|
+
}
|
|
370
|
+
deleteAlertRule(id) {
|
|
371
|
+
const existing = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(id);
|
|
372
|
+
if (existing == null)
|
|
373
|
+
return null;
|
|
374
|
+
this.db.prepare("DELETE FROM alert_rules WHERE id = ?").run(id);
|
|
375
|
+
return mapAlertRule(existing);
|
|
376
|
+
}
|
|
237
377
|
getInstrument(id) {
|
|
238
378
|
const row = this.db.prepare("SELECT * FROM instruments WHERE id = ?").get(id);
|
|
239
379
|
return row == null ? null : mapInstrument(row);
|
|
@@ -811,12 +951,6 @@ function mapWatchlistItem(row) {
|
|
|
811
951
|
assetType: row.asset_type,
|
|
812
952
|
exchange: row.exchange,
|
|
813
953
|
currency: row.currency,
|
|
814
|
-
targetPrice: row.target_price,
|
|
815
|
-
stopPrice: row.stop_price,
|
|
816
|
-
priceCurrency: row.price_currency,
|
|
817
|
-
thesis: row.thesis,
|
|
818
|
-
notes: row.notes,
|
|
819
|
-
tags: row.tags_json == null ? null : JSON.parse(row.tags_json),
|
|
820
954
|
source: row.source,
|
|
821
955
|
sourceRowId: row.source_row_id,
|
|
822
956
|
sourceMetadata: row.source_metadata_json == null ? null : JSON.parse(row.source_metadata_json),
|
|
@@ -824,6 +958,12 @@ function mapWatchlistItem(row) {
|
|
|
824
958
|
updatedAt: row.updated_at,
|
|
825
959
|
};
|
|
826
960
|
}
|
|
961
|
+
function normalizeCollectionName(name) {
|
|
962
|
+
const normalized = name.trim();
|
|
963
|
+
if (!normalized)
|
|
964
|
+
throw new Error("watchlist name is required.");
|
|
965
|
+
return normalized;
|
|
966
|
+
}
|
|
827
967
|
function mapPortfolioLot(row) {
|
|
828
968
|
return {
|
|
829
969
|
id: row.id,
|
|
@@ -1033,4 +1173,3 @@ function normalizeExchange(value) {
|
|
|
1033
1173
|
function normalizeAssetType(value) {
|
|
1034
1174
|
return normalizeNullable(value)?.toLowerCase() ?? null;
|
|
1035
1175
|
}
|
|
1036
|
-
//# sourceMappingURL=service.js.map
|
|
@@ -14,18 +14,7 @@ export function formatWatchlistSummary(items, limit = 8) {
|
|
|
14
14
|
return [];
|
|
15
15
|
const lines = ["Watchlist:"];
|
|
16
16
|
for (const item of items.slice(0, limit)) {
|
|
17
|
-
|
|
18
|
-
item.targetPrice == null
|
|
19
|
-
? null
|
|
20
|
-
: `target ${formatMoney(item.targetPrice, item.priceCurrency ?? item.currency ?? "USD")}`,
|
|
21
|
-
item.stopPrice == null
|
|
22
|
-
? null
|
|
23
|
-
: `stop ${formatMoney(item.stopPrice, item.priceCurrency ?? item.currency ?? "USD")}`,
|
|
24
|
-
item.thesis ? `thesis: ${item.thesis}` : null,
|
|
25
|
-
item.tags && item.tags.length > 0 ? `tags: ${item.tags.join(", ")}` : null,
|
|
26
|
-
item.notes ? `notes: ${item.notes}` : null,
|
|
27
|
-
].filter((part) => part != null);
|
|
28
|
-
lines.push(`- ${item.symbol}${item.name ? ` (${item.name})` : ""}${parts.length > 0 ? ` — ${parts.join("; ")}` : ""}`);
|
|
17
|
+
lines.push(`- ${item.symbol}${item.name ? ` (${item.name})` : ""}`);
|
|
29
18
|
}
|
|
30
19
|
return lines;
|
|
31
20
|
}
|
|
@@ -67,4 +56,3 @@ function truncateText(value, maxLength) {
|
|
|
67
56
|
return value;
|
|
68
57
|
return `${value.slice(0, maxLength - 3)}...`;
|
|
69
58
|
}
|
|
70
|
-
//# sourceMappingURL=summaries.js.map
|
package/dist/memory/index.js
CHANGED
|
@@ -5,4 +5,3 @@ export { getSchemaVersion, getTableNames, initDatabase, initDefaultDatabase } fr
|
|
|
5
5
|
export { MemoryStorage } from "./storage.js";
|
|
6
6
|
export { clearDefault, getAllDefaults, getDefaults, setDefault } from "./tool-defaults.js";
|
|
7
7
|
export { isStale, NEVER_TRUST_FROM_MEMORY, STALENESS_THRESHOLDS } from "./types.js";
|
|
8
|
-
//# sourceMappingURL=index.js.map
|
package/dist/memory/manager.js
CHANGED
package/dist/memory/retrieval.js
CHANGED