opencandle 0.11.1 → 0.12.0

package/src/market-state/summaries.ts

@@ -1,75 +0,0 @@
-import type { PortfolioLotRecord, ReportRunRecord, WatchlistItemRecord } from "./service.js";
-
-export function formatPortfolioSummary(lots: PortfolioLotRecord[], limit = 8): string[] {
-  if (lots.length === 0) return [];
-  const lines = ["Portfolio lots:"];
-  for (const lot of lots.slice(0, limit)) {
-    const costBasis = formatMoney(lot.quantity * lot.avgCost, lot.currency);
-    const name = lot.name ? ` (${lot.name})` : "";
-    lines.push(
-      `- ${lot.symbol}: ${lot.quantity} @ ${formatMoney(lot.avgCost, lot.currency)}, cost basis ${costBasis}${name}`,
-    );
-  }
-  return lines;
-}
-
-export function formatWatchlistSummary(items: WatchlistItemRecord[], limit = 8): string[] {
-  if (items.length === 0) return [];
-  const lines = ["Watchlist:"];
-  for (const item of items.slice(0, limit)) {
-    const parts = [
-      item.targetPrice == null
-        ? null
-        : `target ${formatMoney(item.targetPrice, item.priceCurrency ?? item.currency ?? "USD")}`,
-      item.stopPrice == null
-        ? null
-        : `stop ${formatMoney(item.stopPrice, item.priceCurrency ?? item.currency ?? "USD")}`,
-      item.thesis ? `thesis: ${item.thesis}` : null,
-      item.tags && item.tags.length > 0 ? `tags: ${item.tags.join(", ")}` : null,
-      item.notes ? `notes: ${item.notes}` : null,
-    ].filter((part): part is string => part != null);
-    lines.push(
-      `- ${item.symbol}${item.name ? ` (${item.name})` : ""}${parts.length > 0 ? ` — ${parts.join("; ")}` : ""}`,
-    );
-  }
-  return lines;
-}
-
-export function formatLatestReportSummary(
-  report: ReportRunRecord | undefined,
-  options: { includeSummary?: boolean } = {},
-): string[] {
-  if (!report) return [];
-  const completed = report.completedAt ?? report.startedAt;
-  const summary = options.includeSummary === false ? "" : formatJsonSummary(report.summaryJson);
-  const lines = [
-    `Latest report run: ${report.status} at ${completed}${summary ? ` — ${summary}` : ""}`,
-  ];
-  const reportText = options.includeSummary === false ? "" : extractReportText(report.summaryJson);
-  if (reportText) lines.push("Report text:", truncateText(reportText, 8_000));
-  return lines;
-}
-
-export function formatMoney(value: number, currency: string): string {
-  const normalized = currency.toUpperCase();
-  if (normalized === "USD") return `$${value.toFixed(2)}`;
-  return `${normalized} ${value.toFixed(2)}`;
-}
-
-export function formatJsonSummary(value: unknown): string {
-  if (value == null) return "";
-  const json = JSON.stringify(value);
-  if (json.length <= 90) return json;
-  return `${json.slice(0, 87)}...`;
-}
-
-function extractReportText(value: unknown): string {
-  if (!value || typeof value !== "object" || !("text" in value)) return "";
-  const text = (value as { text?: unknown }).text;
-  return typeof text === "string" ? text.trim() : "";
-}
-
-function truncateText(value: string, maxLength: number): string {
-  if (value.length <= maxLength) return value;
-  return `${value.slice(0, maxLength - 3)}...`;
-}

package/src/memory/index.ts

@@ -1,10 +0,0 @@
-export { MemoryManager } from "./manager.js";
-export { extractPreferences } from "./preference-extractor.js";
-export { buildMemoryContext } from "./retrieval.js";
-export { getSchemaVersion, getTableNames, initDatabase, initDefaultDatabase } from "./sqlite.js";
-export type { WorkflowPreferences } from "./storage.js";
-export { MemoryStorage } from "./storage.js";
-export type { ToolDefaults } from "./tool-defaults.js";
-export { clearDefault, getAllDefaults, getDefaults, setDefault } from "./tool-defaults.js";
-export type { MemoryCategory, MemoryEntry } from "./types.js";
-export { isStale, NEVER_TRUST_FROM_MEMORY, STALENESS_THRESHOLDS } from "./types.js";

package/src/memory/manager.ts

@@ -1,190 +0,0 @@
-import type { MemoryStorage } from "./storage.js";
-import type { MemoryCategory, MemoryEntry } from "./types.js";
-import {
-  isStale,
-  KEY_TO_CATEGORY,
-  NEVER_TRUST_FROM_MEMORY,
-  WORKFLOW_RELEVANT_CATEGORIES,
-} from "./types.js";
-
-export interface FilteredMemoryEntry {
-  entry: MemoryEntry;
-  reason: "suppressed_by_user_slot" | "never_trust" | "stale" | "irrelevant_category";
-}
-
-export interface MemoryRetrievalResult {
-  entries: MemoryEntry[];
-  filtered: FilteredMemoryEntry[];
-}
-
-/** Slot name → preference key(s) mapping for suppression. */
-const SLOT_TO_PREF_KEYS: Record<string, string[]> = {
-  riskProfile: ["risk_profile"],
-  assetScope: ["asset_scope"],
-  timeHorizon: ["time_horizon"],
-  dteTarget: ["dte_target"],
-  moneynessPreference: ["moneyness_preference"],
-  liquidityMinimum: ["liquidity_minimum", "options_liquidity"],
-};
-
-const MAX_WORKFLOW_HISTORY_PER_TYPE = 3;
-const MAX_PREFERENCE_LINES = 15;
-
-/**
- * Selective, typed memory retrieval with staleness rules
- * and override suppression.
- */
-export class MemoryManager {
-  constructor(private readonly storage: MemoryStorage) {}
-
-  /**
-   * Retrieve memory entries relevant to the given workflow type,
-   * filtering by category, staleness, and overrides.
-   */
-  retrieve(
-    workflowType: string,
-    overriddenSlots?: string[],
-    now: Date = new Date(),
-  ): MemoryEntry[] {
-    return this.retrieveDetailed(workflowType, overriddenSlots, now).entries;
-  }
-
-  retrieveDetailed(
-    workflowType: string,
-    overriddenSlots?: string[],
-    now: Date = new Date(),
-  ): MemoryRetrievalResult {
-    const relevantCategories =
-      WORKFLOW_RELEVANT_CATEGORIES[workflowType] ?? WORKFLOW_RELEVANT_CATEGORIES.unclassified;
-
-    // Build set of preference keys to suppress
-    const suppressedKeys = new Set<string>();
-    if (overriddenSlots) {
-      for (const slot of overriddenSlots) {
-        const keys = SLOT_TO_PREF_KEYS[slot];
-        if (keys) {
-          for (const key of keys) {
-            suppressedKeys.add(key);
-          }
-        }
-      }
-    }
-
-    const entries: MemoryEntry[] = [];
-    const filtered: FilteredMemoryEntry[] = [];
-
-    // Preferences as investor_profile entries
-    if (relevantCategories.includes("investor_profile")) {
-      const prefs = this.storage.getPreferencesByNamespace("global");
-      for (const pref of prefs) {
-        const key = String(pref.key);
-        const category = KEY_TO_CATEGORY[key] ?? "investor_profile";
-        const entry: MemoryEntry = {
-          key,
-          value: tryParseValue(String(pref.value_json ?? "")),
-          category,
-          recordedAt: String(pref.updated_at ?? pref.created_at ?? now.toISOString()),
-          confidence: pref.confidence != null ? String(pref.confidence) : undefined,
-          source: pref.source != null ? String(pref.source) : undefined,
-        };
-
-        if (suppressedKeys.has(key)) {
-          filtered.push({ entry, reason: "suppressed_by_user_slot" });
-          continue;
-        }
-        if (NEVER_TRUST_FROM_MEMORY.has(key)) {
-          filtered.push({ entry, reason: "never_trust" });
-          continue;
-        }
-        if (!relevantCategories.includes(category)) {
-          filtered.push({ entry, reason: "irrelevant_category" });
-          continue;
-        }
-        if (isStale(entry, now)) {
-          filtered.push({ entry, reason: "stale" });
-          continue;
-        }
-        entries.push(entry);
-      }
-    }
-
-    // Workflow history
-    if (relevantCategories.includes("workflow_history")) {
-      const runs = this.storage.getRecentWorkflowRuns(MAX_WORKFLOW_HISTORY_PER_TYPE * 4);
-      const countsByType = new Map<string, number>();
-
-      for (const run of runs) {
-        const wfType = String(run.workflow_type);
-        const count = countsByType.get(wfType) ?? 0;
-        if (count >= MAX_WORKFLOW_HISTORY_PER_TYPE) continue;
-        countsByType.set(wfType, count + 1);
-
-        const recordedAt = String(run.created_at ?? now.toISOString());
-        const entry: MemoryEntry = {
-          key: `workflow_run_${run.id}`,
-          value: run.output_summary ? `${wfType}: ${run.output_summary}` : wfType,
-          category: "workflow_history",
-          recordedAt,
-        };
-
-        if (isStale(entry, now)) {
-          filtered.push({ entry, reason: "stale" });
-          continue;
-        }
-        entries.push(entry);
-      }
-    }
-
-    return {
-      entries: entries.slice(0, MAX_PREFERENCE_LINES + MAX_WORKFLOW_HISTORY_PER_TYPE * 4),
-      filtered,
-    };
-  }
-
-  /**
-   * Build compact text context from retrieved memory entries.
-   */
-  buildContext(workflowType: string, overriddenSlots?: string[], now: Date = new Date()): string {
-    const entries = this.retrieve(workflowType, overriddenSlots, now);
-    if (entries.length === 0) return "";
-
-    const sections: string[] = [];
-
-    // Group by category
-    const byCategory = new Map<MemoryCategory, MemoryEntry[]>();
-    for (const entry of entries) {
-      const list = byCategory.get(entry.category) ?? [];
-      list.push(entry);
-      byCategory.set(entry.category, list);
-    }
-
-    const profileEntries = byCategory.get("investor_profile");
-    if (profileEntries && profileEntries.length > 0) {
-      const lines = profileEntries.map((e) => `- ${e.key}: ${e.value}`);
-      sections.push(`User Preferences:\n${lines.join("\n")}`);
-    }
-
-    const historyEntries = byCategory.get("workflow_history");
-    if (historyEntries && historyEntries.length > 0) {
-      const lines = historyEntries.map((e) => `- ${e.value} (${e.recordedAt})`);
-      sections.push(`Recent Workflows:\n${lines.join("\n")}`);
-    }
-
-    const feedbackEntries = byCategory.get("interaction_feedback");
-    if (feedbackEntries && feedbackEntries.length > 0) {
-      const lines = feedbackEntries.map((e) => `- ${e.key}: ${e.value}`);
-      sections.push(`Feedback:\n${lines.join("\n")}`);
-    }
-
-    return sections.join("\n\n");
-  }
-}
-
-function tryParseValue(json: string): string {
-  try {
-    const parsed = JSON.parse(json);
-    return typeof parsed === "string" ? parsed : JSON.stringify(parsed);
-  } catch {
-    return json;
-  }
-}

package/src/memory/preference-extractor.ts

@@ -1,106 +0,0 @@
-export interface ExtractedPreference {
-  key: string;
-  value: string;
-  confidence: "high" | "medium" | "low";
-}
-
-interface PatternRule {
-  pattern: RegExp;
-  key: string;
-  value: string;
-  confidence: "high" | "medium" | "low";
-}
-
-const PREFERENCE_PATTERNS: PatternRule[] = [
-  // Asset scope
-  {
-    pattern: /\bprefer\s+etfs?\b/i,
-    key: "asset_scope",
-    value: "etf_focused",
-    confidence: "high",
-  },
-  {
-    pattern: /\betf[\s-]*(?:heavy|focused|only)\b/i,
-    key: "asset_scope",
-    value: "etf_focused",
-    confidence: "high",
-  },
-
-  // Risk profile
-  {
-    pattern: /\b(?:i'?m|i\s+am)\s+conservative\b/i,
-    key: "risk_profile",
-    value: "conservative",
-    confidence: "high",
-  },
-  {
-    pattern: /\brisk\s*averse\b/i,
-    key: "risk_profile",
-    value: "conservative",
-    confidence: "high",
-  },
-  {
-    pattern: /\b(?:i'?m|i\s+am)\s+aggressive\b/i,
-    key: "risk_profile",
-    value: "aggressive",
-    confidence: "high",
-  },
-  {
-    pattern: /\baggressive\s+growth\b/i,
-    key: "risk_profile",
-    value: "aggressive",
-    confidence: "high",
-  },
-  {
-    pattern: /\b(?:i'?m|i\s+am)\s+(?:moderate|balanced)\b/i,
-    key: "risk_profile",
-    value: "balanced",
-    confidence: "high",
-  },
-
-  // Time horizon
-  {
-    pattern: /\b(?:12\s*month|one\s*year|1\s*year)\s*horizon/i,
-    key: "time_horizon",
-    value: "1y_plus",
-    confidence: "high",
-  },
-  {
-    pattern: /\blong[\s-]*term\s+(?:invest|hold|horizon)/i,
-    key: "time_horizon",
-    value: "long",
-    confidence: "medium",
-  },
-  {
-    pattern: /\bshort[\s-]*term\s+(?:trad|invest|horizon)/i,
-    key: "time_horizon",
-    value: "short",
-    confidence: "medium",
-  },
-
-  // Options liquidity
-  {
-    pattern: /\b(?:only|prefer)\s+(?:trade\s+)?liquid\s+options?\b/i,
-    key: "options_liquidity",
-    value: "high",
-    confidence: "high",
-  },
-];
-
-export function extractPreferences(input: string): ExtractedPreference[] {
-  const preferences: ExtractedPreference[] = [];
-  const seenKeys = new Set<string>();
-
-  for (const rule of PREFERENCE_PATTERNS) {
-    if (rule.pattern.test(input) && !seenKeys.has(rule.key)) {
-      preferences.push({
-        key: rule.key,
-        value: rule.value,
-        confidence: rule.confidence,
-      });
-      seenKeys.add(rule.key);
-    }
-  }
-
-  return preferences;
-}

package/src/memory/retrieval.ts

@@ -1,71 +0,0 @@
-import type { MemoryStorage } from "./storage.js";
-
-const MAX_PREFERENCE_LINES = 15;
-const MAX_WORKFLOW_SUMMARY_LINES = 12;
-
-/** Slot name → preference key(s) mapping for suppression. */
-const SLOT_TO_PREF_KEYS: Record<string, string[]> = {
-  riskProfile: ["risk_profile"],
-  assetScope: ["asset_scope"],
-  timeHorizon: ["time_horizon"],
-  dteTarget: ["dte_target"],
-  moneynessPreference: ["moneyness_preference"],
-  liquidityMinimum: ["liquidity_minimum", "options_liquidity"],
-};
-
-/**
- * Build compact memory context for agent injection.
- * @param overriddenSlots Slot names whose values were overridden by current-turn user input.
- *   The corresponding preference keys will be excluded from memory context to avoid
- *   conflicting provenance signals.
- */
-export function buildMemoryContext(storage: MemoryStorage, overriddenSlots?: string[]): string {
-  const sections: string[] = [];
-
-  // Build set of preference keys to suppress
-  const suppressedKeys = new Set<string>();
-  if (overriddenSlots) {
-    for (const slot of overriddenSlots) {
-      const keys = SLOT_TO_PREF_KEYS[slot];
-      if (keys) {
-        for (const key of keys) {
-          suppressedKeys.add(key);
-        }
-      }
-    }
-  }
-
-  // Preferences
-  const prefs = storage.getPreferencesByNamespace("global");
-  if (prefs.length > 0) {
-    const filtered = prefs.filter((p) => !suppressedKeys.has(String(p.key)));
-    if (filtered.length > 0) {
-      const lines = filtered.slice(0, MAX_PREFERENCE_LINES).map((p) => {
-        const value = tryParseJson(p.value_json as string);
-        return `- ${p.key}: ${value}`;
-      });
-      sections.push(`User Preferences:\n${lines.join("\n")}`);
-    }
-  }
-
-  // Recent workflow runs
-  const runs = storage.getRecentWorkflowRuns(3);
-  if (runs.length > 0) {
-    const lines = runs.slice(0, MAX_WORKFLOW_SUMMARY_LINES).map((r) => {
-      const summary = r.output_summary ? ` — ${r.output_summary}` : "";
-      return `- ${r.workflow_type} (${r.created_at})${summary}`;
-    });
-    sections.push(`Recent Workflows:\n${lines.join("\n")}`);
-  }
-
-  return sections.join("\n\n");
-}
-
-function tryParseJson(json: string): string {
-  try {
-    const parsed = JSON.parse(json);
-    return typeof parsed === "string" ? parsed : JSON.stringify(parsed);
-  } catch {
-    return json;
-  }
-}