opencandle 0.11.1 → 0.12.0

package/src/routing/classify-intent.ts

@@ -1,380 +0,0 @@
-import { extractEntities } from "./entity-extractor.js";
-import type { ClassificationResult, ExtractedEntities, WorkflowType } from "./types.js";
-
-interface Rule {
-  workflow: WorkflowType;
-  test: (input: string, entities: ExtractedEntities) => boolean;
-  confidence: number;
-}
-
-const ANALYSIS_PATTERNS = [
-  /^\s*analyze\s+\$?([A-Za-z]{1,5})\s*$/i,
-  /^\s*full\s+analysis\s+(?:of\s+)?\$?([A-Za-z]{1,5})\s*$/i,
-  /^\s*deep\s+dive\s+(?:on\s+)?\$?([A-Za-z]{1,5})\s*$/i,
-];
-
-const RULES: Rule[] = [
-  // Exact-match analysis patterns (highest priority)
-  {
-    workflow: "single_asset_analysis",
-    confidence: 1.0,
-    test: (input) => ANALYSIS_PATTERNS.some((p) => p.test(input)),
-  },
-  {
-    workflow: "single_asset_analysis",
-    confidence: 0.85,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      return (
-        entities.symbols.length === 1 &&
-        (/\bis\s+\S+\s+(?:attractive|undervalued|overvalued|cheap|expensive)/i.test(lower) ||
-          /\bshould\s+i\s+buy\s+\$?[a-z]{1,5}\b/i.test(lower) ||
-          /\bwhat\s+do\s+you\s+think\s+(?:of|about)\s+\$?[a-z]{1,5}\b/i.test(lower) ||
-          /\bbull\s+(?:and|or)\s+bear\s+case\b/i.test(lower))
-      );
-    },
-  },
-  // Portfolio risk for existing holdings must route before multi-symbol compare.
-  {
-    workflow: "watchlist_or_tracking",
-    confidence: 0.9,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      return (
-        entities.symbols.length >= 1 &&
-        (/\bi\s+own\b/.test(lower) || /\bmy\s+holdings\b/.test(lower)) &&
-        (/\bportfolio\s+risk\b/.test(lower) ||
-          /\bbiggest\s+risk\b/.test(lower) ||
-          /\bconcentration\b/.test(lower))
-      );
-    },
-  },
-  // News / event queries — symbol or topic + news keywords
-  // Must come before compare_assets to prevent "NVDA and AI chip exports" from
-  // matching as a 2-symbol comparison.
-  {
-    workflow: "general_finance_qa",
-    confidence: 0.9,
-    test: (input) => {
-      const lower = input.toLowerCase();
-      const hasNewsKeyword =
-        /\bnews\b/.test(lower) ||
-        /\blatest\b/.test(lower) ||
-        /\brecent\b/.test(lower) ||
-        /\bhappening\b/.test(lower) ||
-        /\bannouncement/.test(lower) ||
-        /\binvestigation\b/.test(lower) ||
-        /\bregulat/.test(lower) ||
-        /\blawsuit\b/.test(lower) ||
-        /\btariff/.test(lower) ||
-        /\bexport/.test(lower) ||
-        /\bupdate\b/.test(lower);
-      return hasNewsKeyword;
-    },
-  },
-  // Tool-backed finance tasks that are not a structured multi-step workflow.
-  {
-    workflow: "general_finance_qa",
-    confidence: 0.9,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      const hasOptionKeywords = hasOptionKeywordsInText(lower);
-      const hasCompareKeywords =
-        /\bcompare\b/.test(lower) ||
-        /\bvs\.?\b/.test(lower) ||
-        /\bversus\b/.test(lower) ||
-        /\bwhich\s+is\s+better\b/.test(lower);
-
-      if (hasOptionKeywords && entities.symbols.length >= 1) return false;
-      if (hasCompareKeywords && entities.symbols.length >= 2) return false;
-
-      return (
-        /\bbacktest\b/.test(lower) || /\bsentiment\b/.test(lower) || /\brate\s+cuts?\b/.test(lower)
-      );
-    },
-  },
-  // Broad market / sector / macro research that should receive the general
-  // analyst fallback rather than disappearing into an unclassified turn.
-  {
-    workflow: "general_finance_qa",
-    confidence: 0.85,
-    test: (input) => {
-      const lower = input.toLowerCase();
-      const hasResearchVerb =
-        /\banaly[sz]e\b/.test(lower) ||
-        /\bevaluat(?:e|ion)\b/.test(lower) ||
-        /\breview\b/.test(lower) ||
-        /\bdiscuss\b/.test(lower) ||
-        /\bpredict\b/.test(lower) ||
-        /\bassess\b/.test(lower) ||
-        /^what\b/.test(lower);
-      const hasBroadFinanceTopic =
-        /\bmarket\s+structure\b/.test(lower) ||
-        /\b(?:sector|industry)\b/.test(lower) ||
-        /\bmacro\s+risks?\b/.test(lower) ||
-        /\bmonetary\s+policy\b/.test(lower) ||
-        /\bemerging\s+markets?\b/.test(lower) ||
-        /\bcapital\s+flows?\b/.test(lower) ||
-        /\bcurrency\s+fluctuations?\b/.test(lower) ||
-        /\binflation\b/.test(lower);
-      return hasResearchVerb && hasBroadFinanceTopic;
-    },
-  },
-  // Existing allocation / portfolio review. This is not portfolio construction
-  // and should not require a budget.
-  {
-    workflow: "general_finance_qa",
-    confidence: 0.85,
-    test: (input) => isPortfolioEvaluationRequest(input),
-  },
-  // Options: symbol + option keyword
-  {
-    workflow: "options_screener",
-    confidence: 0.95,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      return hasOptionKeywordsInText(lower) && entities.symbols.length >= 1;
-    },
-  },
-  // Stateful portfolio/watchlist/alert mutations must not be mistaken for
-  // compare or portfolio-construction workflows just because a cost basis,
-  // target, or currency token is present.
-  {
-    workflow: "watchlist_or_tracking",
-    confidence: 0.95,
-    test: (input) => isStatefulTrackingRequest(input),
-  },
-  // Compare: keyword + 2+ symbols (uppercase)
-  {
-    workflow: "compare_assets",
-    confidence: 0.95,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      const hasCompareKeywords =
-        /\bcompare\b/.test(lower) ||
-        /\bvs\.?\b/.test(lower) ||
-        /\bversus\b/.test(lower) ||
-        /\bwhich\s+is\s+better\b/.test(lower);
-      return hasCompareKeywords && entities.symbols.length >= 2;
-    },
-  },
-  // Compare: keyword + lowercase tickers ("Compare aapl and msft")
-  {
-    workflow: "compare_assets",
-    confidence: 0.85,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      return (
-        entities.symbols.length >= 2 &&
-        /\bcompare\s+[a-z]{1,5}\b(?:\s*,?\s*(?:and\s+)?[a-z]{1,5}\b)+/.test(lower)
-      );
-    },
-  },
-  // Compare: 2+ uppercase symbols without explicit keyword
-  {
-    workflow: "compare_assets",
-    confidence: 0.8,
-    test: (_input, entities) => entities.symbols.length >= 2,
-  },
-  // Watchlist/tracking: must come before portfolio_builder to catch "show my portfolio"
-  {
-    workflow: "watchlist_or_tracking",
-    confidence: 0.95,
-    test: (input) => {
-      const lower = input.toLowerCase();
-      return (
-        /\bwatchlist\b/.test(lower) ||
-        /\bshow\s+my\s+portfolio\b/.test(lower) ||
-        /\bmy\s+portfolio\b/.test(lower) ||
-        /\btrack\b/.test(lower)
-      );
-    },
-  },
-  // Portfolio: budget + invest keyword
-  {
-    workflow: "portfolio_builder",
-    confidence: 0.9,
-    test: (input, entities) => {
-      const lower = input.toLowerCase();
-      return (
-        entities.budget !== undefined &&
-        (/\binvest\b/.test(lower) ||
-          /\bportfolio\b/.test(lower) ||
-          /\ballocat/i.test(lower) ||
-          /\bposition/i.test(lower) ||
-          /\bbuy\b/.test(lower))
-      );
-    },
-  },
-  // Portfolio: keyword-only (no budget required)
-  {
-    workflow: "portfolio_builder",
-    confidence: 0.8,
-    test: (input) => {
-      const lower = input.toLowerCase();
-      return (
-        /\bportfolio\b/.test(lower) ||
-        /\bwhat\s+should\s+i\s+(?:invest|buy)\b/.test(lower) ||
-        /\bbuild\s+(?:me\s+)?a?\s*(?:diversified\s+)?.*portfolio\b/.test(lower) ||
-        (/\binvest\s+in\b/.test(lower) && /\bwhat\b/.test(lower))
-      );
-    },
-  },
-  // General finance Q&A
-  {
-    workflow: "general_finance_qa",
-    confidence: 0.85,
-    test: (input) => {
-      const lower = input.toLowerCase();
-      return (
-        /^what\s+(?:is|are|does|do)\b/.test(lower) ||
-        /^how\s+(?:does|do|is|are)\b/.test(lower) ||
-        /^explain\b/.test(lower) ||
-        /^define\b/.test(lower) ||
-        /\bwhat\s+does\s+\S+\s+mean\b/.test(lower)
-      );
-    },
-  },
-];
-
-/**
- * @deprecated Use the LLM router (`route`) for new classification paths; keep this only for rules-mode fallback and deterministic safety nets.
- */
-export function classifyIntent(input: string): ClassificationResult {
-  const trimmed = input.trim();
-  if (!trimmed) {
-    return {
-      workflow: "unclassified",
-      confidence: 0,
-      tier: "rule",
-      entities: { symbols: [] },
-    };
-  }
-
-  const entities = extractEntities(trimmed);
-
-  for (const rule of RULES) {
-    if (rule.test(trimmed, entities)) {
-      return {
-        workflow: rule.workflow,
-        confidence: rule.confidence,
-        tier: "rule",
-        entities,
-      };
-    }
-  }
-
-  return {
-    workflow: "unclassified",
-    confidence: 0,
-    tier: "rule",
-    entities,
-  };
-}
-
-function isPortfolioEvaluationRequest(input: string): boolean {
-  const lower = input.toLowerCase();
-  const hasEvaluationIntent =
-    /\b(?:evaluat(?:e|ion)|review|assess|analy[sz]e|prospects?|risks?|risky|opportunities?|mitigat(?:e|ion)|adjust(?:ment)?|change|rebalance|diversify|concentration|overweight|underweight|expos(?:ed|ure)|target\s+bands?|drift|worried|crash|protect|protection|missing\s+out\s+on\s+growth)\b/.test(
-      lower,
-    );
-  const hasExplicitPortfolioSubject =
-    /\b(?:portfolio|allocation|asset\s+allocation|60\/40|holdings?|positions?)\b/.test(lower);
-  const hasOwnedAssetMix =
-    /\b(?:my|current|have|holding|hold|own|invested|positions?|\d+(?:\.\d+)?%)\b/.test(lower) &&
-    /\b(?:equity|fixed\s+income|bonds?|cash|stocks?|etfs?|funds?)\b/.test(lower);
-  const hasConstructionIntent =
-    /\b(?:build|create|construct|put\s+together|invest|allocate)\b/.test(lower) &&
-    /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
-  return (
-    hasEvaluationIntent &&
-    (hasExplicitPortfolioSubject || hasOwnedAssetMix) &&
-    !hasConstructionIntent
-  );
-}
-
-function hasOptionKeywordsInText(lower: string): boolean {
-  return (
-    /\bcalls?\b(?!\s+out\b)/.test(lower) ||
-    /\bputs?\b/.test(lower) ||
-    /\boption(?:s)?\s*chain\b/.test(lower) ||
-    /\boptions?\b/.test(lower)
-  );
-}
-
-function isStatefulTrackingRequest(input: string): boolean {
-  const lower = input.toLowerCase();
-  const hasPortfolioConstructionIntent =
-    /\b(?:build|create|construct|put\s+together)\b/.test(lower) &&
-    /\bportfolio\b/.test(lower) &&
-    /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
-  const hasStateVerb =
-    /\b(?:add|remove|update|record|track|create|configure|check|show|list|view|cancel)\b/.test(
-      lower,
-    );
-  const hasStateObject =
-    /\b(?:watchlist|portfolio|holding|holdings|position|positions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(
-      lower,
-    );
-  const hasPortfolioLotShape =
-    /\b(?:add|record|track)\b/.test(lower) &&
-    /\b\d+(?:\.\d+)?\s+shares?\b/.test(lower) &&
-    /\b(?:portfolio|holding|holdings|position|positions)\b/.test(lower);
-  if (hasPortfolioConstructionIntent) return false;
-  return (hasStateVerb && hasStateObject) || hasPortfolioLotShape;
-}
-
-const FINANCE_SIGNAL_TERMS = [
-  "stock",
-  "stocks",
-  "shares",
-  "ticker",
-  "tickers",
-  "etf",
-  "etfs",
-  "ipo",
-  "earnings",
-  "dividend",
-  "dividends",
-  "valuation",
-  "stock market",
-  "invest",
-  "investing",
-  "investment",
-  "portfolio",
-  "watchlist",
-  "bond",
-  "bonds",
-  "bond yield",
-  "treasury",
-  "the fed",
-  "inflation",
-  "interest rates",
-  "crypto",
-  "bitcoin",
-  "ethereum",
-  "options chain",
-  "covered call",
-  "puts",
-  "bullish",
-  "bearish",
-  "hedge",
-  "price target",
-  "cost basis",
-  "nasdaq",
-  "s&p",
-];
-
-const FINANCE_SIGNAL_PATTERN = new RegExp(
-  `\\b(?:${FINANCE_SIGNAL_TERMS.map((term) => term.replace(/[.*+?^${}()|[\]\\]/g, "\\$&")).join("|")})\\b`,
-  "i",
-);
-
-/**
- * Deterministic finance-vocabulary check for rules-mode fallback turns whose
- * intent did not match a workflow and whose entities carry no symbols (for
- * example theme prompts about private companies or sectors).
- */
-export function hasFinanceSignals(input: string): boolean {
-  return FINANCE_SIGNAL_PATTERN.test(input);
-}

package/src/routing/defaults.ts

@@ -1,29 +0,0 @@
-import type { OptionsScreenerSlots, PortfolioSlots } from "./types.js";
-
-export const PORTFOLIO_DEFAULTS: Omit<PortfolioSlots, "budget"> = {
-  riskProfile: "balanced",
-  timeHorizon: "1y_plus",
-  assetScope: "diversified_etf_building_blocks",
-  positionCount: 6,
-  maxSinglePositionPct: 20,
-};
-
-export const OPTIONS_SCREENER_DEFAULTS: Omit<OptionsScreenerSlots, "symbol" | "direction"> = {
-  dteTarget: "25_to_45_days",
-  objective: "balanced_leverage_and_probability",
-  moneynessPreference: "atm_to_slightly_otm",
-  liquidityMinimum: "high_open_interest_and_tight_spread",
-};
-
-export function parseDteTarget(dteTarget: string): { minDays: number; maxDays: number } | null {
-  const rangeMatch = dteTarget.match(/^(\d+)_to_(\d+)_days$/);
-  if (rangeMatch) {
-    return { minDays: parseInt(rangeMatch[1], 10), maxDays: parseInt(rangeMatch[2], 10) };
-  }
-  const plusMatch = dteTarget.match(/^(\d+)_plus_days$/);
-  if (plusMatch) {
-    const min = parseInt(plusMatch[1], 10);
-    return { minDays: min, maxDays: Math.max(min, 1095) };
-  }
-  return null;
-}