opencandle 0.11.1 → 0.13.0

package/dist/infra/cache.js

@@ -69,7 +69,9 @@ export const cache = new Cache();
 export const TTL = {
     QUOTE: 60_000, // 1 minute
     HISTORY: 3_600_000, // 1 hour
+    CANDLES: 3_600_000, // 1 hour
     FUNDAMENTALS: 86_400_000, // 24 hours
+    FINANCIAL_REPORTS: 86_400_000, // 24 hours
     MACRO: 3_600_000, // 1 hour
     SENTIMENT: 300_000, // 5 minutes
     OPTIONS_CHAIN: 120_000, // 2 minutes
@@ -83,7 +85,9 @@ export const TTL = {
 export const STALE_LIMIT = {
     QUOTE: 15 * 60_000, // 15 minutes
     HISTORY: 24 * 3_600_000, // 24 hours
+    CANDLES: 24 * 3_600_000, // 24 hours
     FUNDAMENTALS: 7 * 86_400_000, // 7 days
+    FINANCIAL_REPORTS: 7 * 86_400_000, // 7 days
     MACRO: 24 * 3_600_000, // 24 hours
     SENTIMENT: 3_600_000, // 1 hour
     OPTIONS_CHAIN: 30 * 60_000, // 30 minutes
@@ -92,4 +96,3 @@ export const STALE_LIMIT = {
     FINNHUB_NEWS: 3_600_000, // 1 hour
     PREDICTION_MARKETS: 3_600_000, // 1 hour
 };
-//# sourceMappingURL=cache.js.map

package/dist/infra/freshness.js

@@ -116,4 +116,3 @@ function marketSessionLabel(marketSession) {
             return "market session unknown";
     }
 }
-//# sourceMappingURL=freshness.js.map

package/dist/infra/http-client.js

@@ -72,7 +72,7 @@ async function httpRequest(url, options) {
             await sleep(retryDelayMs);
         }
     }
-    throw lastError;
+    throw lastError ?? new Error("HTTP request failed without an error");
 }
 function isRetryableError(error) {
     if (!(error instanceof HttpError))
@@ -104,4 +104,3 @@ function capRetryAfterMs(retryAfterMs, maxRetryAfterMs) {
 function sleep(ms) {
     return new Promise((resolve) => setTimeout(resolve, ms));
 }
-//# sourceMappingURL=http-client.js.map

package/dist/infra/index.js

@@ -2,4 +2,3 @@ export { Cache, cache, TTL } from "./cache.js";
 export { HttpError, httpGet } from "./http-client.js";
 export { ensureOpenCandleHomeDir, ensureParentDir, getBrowserProfileDir, getConfigPath, getLogsDir, getOnboardingPath, getOpenCandleHomeDir, getStateDbPath, resolveOpenCandlePath, } from "./opencandle-paths.js";
 export { RateLimiter, rateLimiter } from "./rate-limiter.js";
-//# sourceMappingURL=index.js.map

package/dist/infra/lse-byte-budget.d.ts

@@ -0,0 +1,10 @@
+export declare const LSE_MONTHLY_BYTE_CAP = 53687091200;
+export declare const LSE_SOFT_BYTE_THRESHOLD = 42949672960;
+export interface LseByteBudgetUsage {
+    month: string;
+    bytesUsed: number;
+}
+export declare function recordBytes(n: number): void;
+export declare function getUsage(): LseByteBudgetUsage;
+export declare function isOverSoftThreshold(): boolean;
+export declare function markExhausted(): void;

package/dist/infra/lse-byte-budget.js

@@ -0,0 +1,47 @@
+import { existsSync, readFileSync, writeFileSync } from "node:fs";
+import { ensureParentDir, resolveOpenCandlePath } from "./opencandle-paths.js";
+export const LSE_MONTHLY_BYTE_CAP = 53_687_091_200;
+export const LSE_SOFT_BYTE_THRESHOLD = 42_949_672_960;
+function currentMonth() {
+    return new Date().toISOString().slice(0, 7);
+}
+function budgetPath() {
+    return resolveOpenCandlePath("lse-byte-budget.json");
+}
+function readUsage() {
+    const month = currentMonth();
+    const path = budgetPath();
+    if (!existsSync(path))
+        return { month, bytesUsed: 0 };
+    try {
+        const parsed = JSON.parse(readFileSync(path, "utf-8"));
+        const bytesUsed = parsed.bytesUsed;
+        if (parsed.month !== month || typeof bytesUsed !== "number" || !Number.isFinite(bytesUsed)) {
+            return { month, bytesUsed: 0 };
+        }
+        return { month, bytesUsed: bytesUsed < 0 ? 0 : bytesUsed };
+    }
+    catch {
+        return { month, bytesUsed: 0 };
+    }
+}
+function writeUsage(usage) {
+    const path = budgetPath();
+    ensureParentDir(path);
+    writeFileSync(path, `${JSON.stringify(usage, null, 2)}\n`, "utf-8");
+}
+export function recordBytes(n) {
+    if (!Number.isFinite(n) || n < 0)
+        return;
+    const usage = readUsage();
+    writeUsage({ ...usage, bytesUsed: usage.bytesUsed + n });
+}
+export function getUsage() {
+    return readUsage();
+}
+export function isOverSoftThreshold() {
+    return readUsage().bytesUsed >= LSE_SOFT_BYTE_THRESHOLD;
+}
+export function markExhausted() {
+    writeUsage({ month: currentMonth(), bytesUsed: LSE_MONTHLY_BYTE_CAP });
+}

package/dist/infra/market-calendar.js

@@ -134,4 +134,3 @@ function dateKey(date) {
     const day = String(date.getUTCDate()).padStart(2, "0");
     return `${year}-${month}-${day}`;
 }
-//# sourceMappingURL=market-calendar.js.map

package/dist/infra/native-dependencies.js

@@ -56,4 +56,3 @@ export async function ensureOpenCandleNativeDependencies() {
         },
     });
 }
-//# sourceMappingURL=native-dependencies.js.map

package/dist/infra/node-version.js

@@ -17,4 +17,3 @@ export function assertSupportedNodeVersion(version) {
     if (message)
         throw new Error(message);
 }
-//# sourceMappingURL=node-version.js.map

package/dist/infra/open-url.js

@@ -26,4 +26,3 @@ export function openInBrowser(url) {
         child.unref();
     });
 }
-//# sourceMappingURL=open-url.js.map

package/dist/infra/opencandle-paths.js

@@ -41,4 +41,3 @@ export function getLogsDir() {
 export function getBrowserProfileDir() {
     return resolveOpenCandlePath("browser-profile");
 }
-//# sourceMappingURL=opencandle-paths.js.map

package/dist/infra/rate-limiter.js

@@ -50,4 +50,4 @@ rateLimiter.configure("tradingview", 5, 1); // 5 burst, 1 req/s sustained
 rateLimiter.configure("polymarket", 10, 5); // 10 burst, 5 req/s sustained
 // SEC EDGAR fair-access guideline is 10 req/s; stay below it.
 rateLimiter.configure("sec_edgar", 5, 5); // 5 burst, 5 req/s sustained
-//# sourceMappingURL=rate-limiter.js.map
+rateLimiter.configure("lse", 100, 1.66); // 100 req/min (free tier)

package/dist/market-state/alert-conditions.js

@@ -20,4 +20,3 @@ export function rsiThreshold(period, threshold, direction) {
 export function volumeSpike(lookbackPeriod, multiplier) {
     return { lookback_period: lookbackPeriod, multiplier };
 }
-//# sourceMappingURL=alert-conditions.js.map

package/dist/market-state/alert-runner.d.ts

@@ -3,6 +3,7 @@ import type { MarketStateService } from "./service.js";
 export interface AlertQuoteObservation {
     symbol: string;
     value: number;
+    observationDetails?: Record<string, number>;
     sourceProvider: string;
     observedAt: string;
     providerDataAt?: string | null;

package/dist/market-state/alert-runner.js

@@ -161,6 +161,7 @@ export async function runAlertChecks(service, options) {
             const observed = {
                 value: observation.value,
                 field: observationField(item.rule),
+                ...observation.observationDetails,
                 at: now,
                 observedAt: now,
                 providerDataAt: observation.providerDataAt ?? null,
@@ -324,7 +325,7 @@ async function loadHistoricalObservation(item, providers, providerBudget, histor
             const latestSma = sma.at(-1);
             if (latestClose == null || latestSma == null)
                 return null;
-            return historicalObservation(item.instrument.symbol, latestClose - latestSma, bars.at(-1)?.date ?? null, now);
+            return historicalObservation(item.instrument.symbol, latestClose - latestSma, bars.at(-1)?.date ?? null, now, { price: latestClose, sma: latestSma });
         }
         if (item.rule.conditionType === "percent_move") {
             const bars = await loadHistory(item.instrument.symbol, "5d", "1d", providers, providerBudget, historyCache, now);
@@ -345,7 +346,7 @@ async function loadHistoricalObservation(item, providers, providerBudget, histor
             const slow = computeSMA(closes, slowPeriod).at(-1);
             if (fast == null || slow == null)
                 return null;
-            return historicalObservation(item.instrument.symbol, roundObservation(fast - slow), bars.at(-1)?.date ?? null, now);
+            return historicalObservation(item.instrument.symbol, roundObservation(fast - slow), bars.at(-1)?.date ?? null, now, { fast_sma: fast, slow_sma: slow });
         }
         if (item.rule.conditionType === "rsi_threshold") {
             const condition = item.rule.conditionJson;
@@ -412,10 +413,11 @@ function isProviderWideFailure(reason) {
         normalized.includes("econn") ||
         normalized.includes("enotfound"));
 }
-function historicalObservation(symbol, value, providerDataAt, now) {
+function historicalObservation(symbol, value, providerDataAt, now, observationDetails) {
     return {
         symbol,
         value,
+        observationDetails,
         sourceProvider: "yahoo",
         observedAt: now,
         providerDataAt,
@@ -631,4 +633,3 @@ function alertDedupeKey(rule, observation, triggerType) {
         observation.value,
     ].join(":");
 }
-//# sourceMappingURL=alert-runner.js.map

package/dist/market-state/daily-report.js

@@ -165,4 +165,3 @@ function numberPart(parts, type) {
         throw new Error(`Missing ${type} in formatted date`);
     return Number(value);
 }
-//# sourceMappingURL=daily-report.js.map

package/dist/market-state/local-automation-service.js

@@ -116,4 +116,3 @@ async function runDueReports(service, params) {
     }
     return runs;
 }
-//# sourceMappingURL=local-automation-service.js.map

package/dist/market-state/notification-delivery.js

@@ -136,4 +136,3 @@ function webhookUrlHost(raw) {
         return "(invalid URL)";
     }
 }
-//# sourceMappingURL=notification-delivery.js.map

package/dist/market-state/resolve-for-mutation.js

@@ -12,4 +12,3 @@ export async function resolveInstrumentForMutation(symbol) {
         throw error;
     }
 }
-//# sourceMappingURL=resolve-for-mutation.js.map

package/dist/market-state/resolve.js

@@ -86,4 +86,3 @@ function assetTypeFromQuoteType(quoteType, symbol) {
         return "equity";
     return inferAssetType(symbol.toUpperCase());
 }
-//# sourceMappingURL=resolve.js.map

package/dist/market-state/service.d.ts

@@ -55,12 +55,6 @@ export interface WatchlistItemRecord {
     assetType: string;
     exchange: string | null;
     currency: string | null;
-    targetPrice: number | null;
-    stopPrice: number | null;
-    priceCurrency: string | null;
-    thesis: string | null;
-    notes: string | null;
-    tags: string[] | null;
     source: string | null;
     sourceRowId: string | null;
     sourceMetadata: unknown;
@@ -226,32 +220,28 @@ export declare class MarketStateService {
     private readonly db;
     constructor(db: Database.Database);
     getDefaultWatchlist(): CollectionRecord;
+    listWatchlists(): CollectionRecord[];
+    createWatchlist(name: string): CollectionRecord;
+    getWatchlistByName(name: string): CollectionRecord | null;
+    renameWatchlist(currentName: string, nextName: string): CollectionRecord;
+    deleteWatchlist(name: string): CollectionRecord;
+    getOrCreateWatchlist(name?: string | null): CollectionRecord;
     getDefaultPortfolio(): CollectionRecord;
+    listPortfolios(): CollectionRecord[];
+    createPortfolio(name: string, baseCurrency?: string): CollectionRecord;
+    getPortfolioByName(name: string): CollectionRecord | null;
+    renamePortfolio(currentName: string, nextName: string): CollectionRecord;
+    getOrCreatePortfolio(name?: string | null): CollectionRecord;
     findInstrumentByAlias(lookup: InstrumentAliasLookup): InstrumentRecord | null;
     addWatchlistItem(params: {
         instrument: InstrumentInput;
         watchlistId?: number;
-        targetPrice?: number | null;
-        stopPrice?: number | null;
-        priceCurrency?: string | null;
-        thesis?: string | null;
-        notes?: string | null;
-        tags?: string[];
         source?: string;
         sourceRowId?: string;
         sourceMetadata?: unknown;
     }): WatchlistItemRecord;
     listWatchlistItems(watchlistId?: number): WatchlistItemRecord[];
     removeWatchlistItemBySymbol(symbol: string, watchlistId?: number): boolean;
-    updateWatchlistItemBySymbol(symbol: string, params: {
-        watchlistId?: number;
-        targetPrice?: number | null;
-        stopPrice?: number | null;
-        priceCurrency?: string | null;
-        thesis?: string | null;
-        notes?: string | null;
-        tags?: string[];
-    }): WatchlistItemRecord | null;
     addPortfolioLot(params: {
         instrument: InstrumentInput;
         portfolioId?: number;
@@ -300,6 +290,21 @@ export declare class MarketStateService {
     }): AlertRuleRecord;
     listAlertRules(): AlertRuleRecord[];
     setAlertRuleEnabled(id: number, enabled: boolean): AlertRuleRecord | null;
+    updateAlertRule(id: number, params: {
+        scopeType?: AlertScopeType;
+        scopeId?: number | null;
+        instrumentId?: number | null;
+        conditionType?: string;
+        conditionVersion?: number;
+        condition?: unknown;
+        timeframe?: string;
+        enabled?: boolean;
+        checkIntervalSeconds?: number | null;
+        nextCheckAt?: string | null;
+        cooldownSeconds?: number | null;
+        retriggerMode?: string;
+    }): AlertRuleRecord | null;
+    deleteAlertRule(id: number): AlertRuleRecord | null;
     getInstrument(id: number): InstrumentRecord | null;
     upsertInstrumentRecord(input: InstrumentInput): InstrumentRecord;
     acquireAutomationRunnerLease(params: {

package/dist/market-state/service.js

@@ -15,6 +15,75 @@ export class MarketStateService {
             .get();
         return mapCollection(row);
     }
+    listWatchlists() {
+        this.getDefaultWatchlist();
+        const rows = this.db
+            .prepare("SELECT * FROM watchlists ORDER BY is_default DESC, name COLLATE NOCASE")
+            .all();
+        return rows.map(mapCollection);
+    }
+    createWatchlist(name) {
+        const normalized = normalizeCollectionName(name);
+        const now = new Date().toISOString();
+        this.db
+            .prepare(`INSERT OR IGNORE INTO watchlists (name, is_default, created_at, updated_at)
+         VALUES (?, 0, ?, ?)`)
+            .run(normalized, now, now);
+        const row = this.db
+            .prepare("SELECT * FROM watchlists WHERE name = ? LIMIT 1")
+            .get(normalized);
+        return mapCollection(row);
+    }
+    getWatchlistByName(name) {
+        const normalized = normalizeCollectionName(name);
+        const row = this.db
+            .prepare("SELECT * FROM watchlists WHERE name = ? LIMIT 1")
+            .get(normalized);
+        return row == null ? null : mapCollection(row);
+    }
+    renameWatchlist(currentName, nextName) {
+        const current = this.getWatchlistByName(currentName);
+        if (current == null)
+            throw new Error(`watchlist ${currentName.trim()} not found.`);
+        const normalizedNext = normalizeCollectionName(nextName);
+        const now = new Date().toISOString();
+        this.db
+            .prepare("UPDATE watchlists SET name = ?, updated_at = ? WHERE id = ?")
+            .run(normalizedNext, now, current.id);
+        const row = this.db.prepare("SELECT * FROM watchlists WHERE id = ? LIMIT 1").get(current.id);
+        if (row == null)
+            throw new Error("renamed watchlist could not be loaded.");
+        return mapCollection(row);
+    }
+    deleteWatchlist(name) {
+        const watchlists = this.listWatchlists();
+        const current = this.getWatchlistByName(name);
+        if (current == null)
+            throw new Error(`watchlist ${name.trim()} not found.`);
+        if (watchlists.length <= 1)
+            throw new Error("cannot delete the last remaining watchlist.");
+        const selected = watchlists.find((watchlist) => watchlist.id !== current.id);
+        if (selected == null)
+            throw new Error("replacement watchlist could not be selected.");
+        const selectAndDelete = this.db.transaction(() => {
+            if (current.isDefault) {
+                this.db.prepare("UPDATE watchlists SET is_default = 0 WHERE id = ?").run(current.id);
+                this.db.prepare("UPDATE watchlists SET is_default = 1 WHERE id = ?").run(selected.id);
+            }
+            this.db.prepare("DELETE FROM watchlists WHERE id = ?").run(current.id);
+        });
+        selectAndDelete();
+        const row = this.db.prepare("SELECT * FROM watchlists WHERE id = ? LIMIT 1").get(selected.id);
+        if (row == null)
+            throw new Error("replacement watchlist could not be loaded.");
+        return mapCollection(row);
+    }
+    getOrCreateWatchlist(name) {
+        const normalized = normalizeNullable(name);
+        if (normalized == null)
+            return this.getDefaultWatchlist();
+        return this.getWatchlistByName(normalized) ?? this.createWatchlist(normalized);
+    }
     getDefaultPortfolio() {
         const now = new Date().toISOString();
         this.db
@@ -30,6 +99,60 @@ export class MarketStateService {
             baseCurrency: row.base_currency,
         };
     }
+    listPortfolios() {
+        this.getDefaultPortfolio();
+        const rows = this.db
+            .prepare("SELECT * FROM portfolios ORDER BY is_default DESC, name COLLATE NOCASE")
+            .all();
+        return rows.map((row) => ({ ...mapCollection(row), baseCurrency: row.base_currency }));
+    }
+    createPortfolio(name, baseCurrency = "USD") {
+        const normalized = normalizeCollectionName(name);
+        const existing = this.getPortfolioByName(normalized);
+        if (existing != null)
+            return existing;
+        const normalizedCurrency = baseCurrency.trim().toUpperCase() || "USD";
+        const now = new Date().toISOString();
+        this.db
+            .prepare(`INSERT OR IGNORE INTO portfolios (name, base_currency, is_default, created_at, updated_at)
+         VALUES (?, ?, 0, ?, ?)`)
+            .run(normalized, normalizedCurrency, now, now);
+        const row = this.db
+            .prepare("SELECT * FROM portfolios WHERE name = ? LIMIT 1")
+            .get(normalized);
+        return { ...mapCollection(row), baseCurrency: row.base_currency };
+    }
+    getPortfolioByName(name) {
+        const normalized = normalizeCollectionName(name);
+        const row = this.db
+            .prepare("SELECT * FROM portfolios WHERE name = ? LIMIT 1")
+            .get(normalized);
+        return row == null ? null : { ...mapCollection(row), baseCurrency: row.base_currency };
+    }
+    renamePortfolio(currentName, nextName) {
+        const current = this.getPortfolioByName(currentName);
+        if (current == null)
+            throw new Error(`portfolio ${currentName.trim()} not found.`);
+        const normalizedNext = normalizeCollectionName(nextName);
+        const existing = this.getPortfolioByName(normalizedNext);
+        if (existing != null && existing.id !== current.id) {
+            throw new Error(`portfolio ${normalizedNext} already exists.`);
+        }
+        const now = new Date().toISOString();
+        this.db
+            .prepare("UPDATE portfolios SET name = ?, updated_at = ? WHERE id = ?")
+            .run(normalizedNext, now, current.id);
+        const row = this.db.prepare("SELECT * FROM portfolios WHERE id = ? LIMIT 1").get(current.id);
+        if (row == null)
+            throw new Error("renamed portfolio could not be loaded.");
+        return { ...mapCollection(row), baseCurrency: row.base_currency };
+    }
+    getOrCreatePortfolio(name) {
+        const normalized = normalizeNullable(name);
+        if (normalized == null)
+            return this.getDefaultPortfolio();
+        return this.getPortfolioByName(normalized) ?? this.createPortfolio(normalized);
+    }
     findInstrumentByAlias(lookup) {
         const source = normalizeSource(lookup.source);
         const sourceId = normalizeNullable(lookup.sourceId);
@@ -66,11 +189,9 @@ export class MarketStateService {
             if (existing) {
                 this.db
                     .prepare(`UPDATE watchlist_items
-             SET target_price = ?, stop_price = ?, price_currency = ?, thesis = ?,
-                 notes = ?, tags_json = ?, source = ?, source_row_id = ?,
-                 source_metadata_json = ?, updated_at = ?
+             SET source = ?, source_row_id = ?, source_metadata_json = ?, updated_at = ?
              WHERE id = ?`)
-                    .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), params.source === undefined ? existing.source : normalizeNullable(params.source), params.sourceRowId === undefined
+                    .run(params.source === undefined ? existing.source : normalizeNullable(params.source), params.sourceRowId === undefined
                     ? existing.source_row_id
                     : normalizeNullable(params.sourceRowId), params.sourceMetadata === undefined
                     ? existing.source_metadata_json
@@ -81,12 +202,11 @@ export class MarketStateService {
             }
             const result = this.db
                 .prepare(`INSERT INTO watchlist_items (
-             watchlist_id, instrument_id, thesis, notes, tags_json,
-             target_price, stop_price, price_currency, source, source_row_id,
-             source_metadata_json, created_at, updated_at
+             watchlist_id, instrument_id, source, source_row_id, source_metadata_json,
+             created_at, updated_at
            )
-           VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`)
-                .run(watchlistId, instrument.id, params.thesis ?? null, params.notes ?? null, params.tags == null ? null : JSON.stringify(params.tags), params.targetPrice ?? null, params.stopPrice ?? null, params.priceCurrency ?? params.instrument.currency ?? null, normalizeNullable(params.source), normalizeNullable(params.sourceRowId), params.sourceMetadata == null ? null : JSON.stringify(params.sourceMetadata), now, now);
+           VALUES (?, ?, ?, ?, ?, ?, ?)`)
+                .run(watchlistId, instrument.id, normalizeNullable(params.source), normalizeNullable(params.sourceRowId), params.sourceMetadata == null ? null : JSON.stringify(params.sourceMetadata), now, now);
             return Number(result.lastInsertRowid);
         });
         return this.getWatchlistItem(tx());
@@ -109,26 +229,6 @@ export class MarketStateService {
             .run(watchlistId, symbol.trim().toUpperCase());
         return result.changes > 0;
     }
-    updateWatchlistItemBySymbol(symbol, params) {
-        const watchlistId = params.watchlistId ?? this.getDefaultWatchlist().id;
-        const existing = this.db
-            .prepare(`SELECT wi.*
-         FROM watchlist_items wi
-         JOIN instruments i ON i.id = wi.instrument_id
-         WHERE wi.watchlist_id = ? AND i.symbol = ?
-         LIMIT 1`)
-            .get(watchlistId, symbol.trim().toUpperCase());
-        if (existing == null)
-            return null;
-        const now = new Date().toISOString();
-        this.db
-            .prepare(`UPDATE watchlist_items
-         SET target_price = ?, stop_price = ?, price_currency = ?, thesis = ?,
-             notes = ?, tags_json = ?, updated_at = ?
-         WHERE id = ?`)
-            .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);
-        return this.getWatchlistItem(existing.id);
-    }
     addPortfolioLot(params) {
         assertPositiveFinitePortfolioLotNumber(params.quantity, "quantity");
         assertPositiveFinitePortfolioLotNumber(params.avgCost, "average cost");
@@ -234,6 +334,46 @@ export class MarketStateService {
             return null;
         return this.getAlertRule(id);
     }
+    updateAlertRule(id, params) {
+        const existing = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(id);
+        if (existing == null)
+            return null;
+        const now = new Date().toISOString();
+        this.db
+            .prepare(`UPDATE alert_rules
+         SET scope_type = ?,
+             scope_id = ?,
+             instrument_id = ?,
+             condition_type = ?,
+             condition_version = ?,
+             condition_json = ?,
+             timeframe = ?,
+             enabled = ?,
+             check_interval_seconds = ?,
+             next_check_at = ?,
+             last_checked_at = NULL,
+             last_observed_json = NULL,
+             status = 'active',
+             retrigger_mode = ?,
+             last_condition_state = 'unknown',
+             rule_revision = rule_revision + 1,
+             arm_cycle_id = arm_cycle_id + 1,
+             cooldown_seconds = ?,
+             last_triggered_at = NULL,
+             updated_at = ?
+         WHERE id = ?`)
+            .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
+            ? existing.check_interval_seconds
+            : 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);
+        return this.getAlertRule(id);
+    }
+    deleteAlertRule(id) {
+        const existing = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(id);
+        if (existing == null)
+            return null;
+        this.db.prepare("DELETE FROM alert_rules WHERE id = ?").run(id);
+        return mapAlertRule(existing);
+    }
     getInstrument(id) {
         const row = this.db.prepare("SELECT * FROM instruments WHERE id = ?").get(id);
         return row == null ? null : mapInstrument(row);
@@ -811,12 +951,6 @@ function mapWatchlistItem(row) {
         assetType: row.asset_type,
         exchange: row.exchange,
         currency: row.currency,
-        targetPrice: row.target_price,
-        stopPrice: row.stop_price,
-        priceCurrency: row.price_currency,
-        thesis: row.thesis,
-        notes: row.notes,
-        tags: row.tags_json == null ? null : JSON.parse(row.tags_json),
         source: row.source,
         sourceRowId: row.source_row_id,
         sourceMetadata: row.source_metadata_json == null ? null : JSON.parse(row.source_metadata_json),
@@ -824,6 +958,12 @@ function mapWatchlistItem(row) {
         updatedAt: row.updated_at,
     };
 }
+function normalizeCollectionName(name) {
+    const normalized = name.trim();
+    if (!normalized)
+        throw new Error("watchlist name is required.");
+    return normalized;
+}
 function mapPortfolioLot(row) {
     return {
         id: row.id,
@@ -1033,4 +1173,3 @@ function normalizeExchange(value) {
 function normalizeAssetType(value) {
     return normalizeNullable(value)?.toLowerCase() ?? null;
 }
-//# sourceMappingURL=service.js.map

package/dist/market-state/summaries.js

@@ -14,18 +14,7 @@ export function formatWatchlistSummary(items, limit = 8) {
         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 != null);
-        lines.push(`- ${item.symbol}${item.name ? ` (${item.name})` : ""}${parts.length > 0 ? ` — ${parts.join("; ")}` : ""}`);
+        lines.push(`- ${item.symbol}${item.name ? ` (${item.name})` : ""}`);
     }
     return lines;
 }
@@ -67,4 +56,3 @@ function truncateText(value, maxLength) {
         return value;
     return `${value.slice(0, maxLength - 3)}...`;
 }
-//# sourceMappingURL=summaries.js.map

package/dist/memory/index.js

@@ -5,4 +5,3 @@ export { getSchemaVersion, getTableNames, initDatabase, initDefaultDatabase } fr
 export { MemoryStorage } from "./storage.js";
 export { clearDefault, getAllDefaults, getDefaults, setDefault } from "./tool-defaults.js";
 export { isStale, NEVER_TRUST_FROM_MEMORY, STALENESS_THRESHOLDS } from "./types.js";
-//# sourceMappingURL=index.js.map

package/dist/memory/manager.js

@@ -146,4 +146,3 @@ function tryParseValue(json) {
         return json;
     }
 }
-//# sourceMappingURL=manager.js.map

package/dist/memory/preference-extractor.js

@@ -85,4 +85,3 @@ export function extractPreferences(input) {
     }
     return preferences;
 }
-//# sourceMappingURL=preference-extractor.js.map

package/dist/memory/retrieval.js

@@ -61,4 +61,3 @@ function tryParseJson(json) {
         return json;
     }
 }
-//# sourceMappingURL=retrieval.js.map