opencandle 0.11.1 → 0.13.0

package/src/routing/slot-resolver.ts

@@ -1,213 +0,0 @@
-import { OPTIONS_SCREENER_DEFAULTS, PORTFOLIO_DEFAULTS } from "./defaults.js";
-import type {
-  ExtractedEntities,
-  OptionsScreenerSlots,
-  PortfolioSlots,
-  SlotResolution,
-  SlotSource,
-} from "./types.js";
-
-interface Preferences {
-  riskProfile?: string;
-  timeHorizon?: string;
-  assetScope?: string;
-  positionCount?: number;
-  maxSinglePositionPct?: number;
-  dteTarget?: string;
-  objective?: string;
-  moneynessPreference?: string;
-  liquidityMinimum?: string;
-}
-
-export function mapDteHintToTarget(dteHint: string | undefined): string | undefined {
-  const normalized = dteHint?.toLowerCase().trim();
-  if (!normalized) return undefined;
-
-  if (/\bleaps?\b/.test(normalized) || /\blong[\s-]*dated\b/.test(normalized)) {
-    return "180_plus_days";
-  }
-  if (/\b(?:1|one)\s*(?:-|to|or)\s*(?:2|two)\s*weeks?\b/.test(normalized)) {
-    return "7_to_14_days";
-  }
-  if (/\bevent[_\s-]?week\b/.test(normalized)) {
-    return "0_to_7_days";
-  }
-  const explicitDays = normalized.match(/\b(\d+)\s*(?:-|to|or)\s*(\d+)\s*(?:days?|dte)\b/);
-  if (explicitDays) {
-    return `${explicitDays[1]}_to_${explicitDays[2]}_days`;
-  }
-  if (/\b(?:week|weekly|weeks?)\b/.test(normalized)) {
-    return "7_to_14_days";
-  }
-  if (/\b(?:month|monthly|months?)\b/.test(normalized)) {
-    return "25_to_45_days";
-  }
-
-  switch (normalized) {
-    case "week":
-      return "7_to_14_days";
-    case "event_week":
-      return "0_to_7_days";
-    case "month":
-      return "25_to_45_days";
-    case "leaps":
-      return "180_plus_days";
-    default:
-      return undefined;
-  }
-}
-
-function resolve<T>(
-  userValue: T | undefined,
-  prefValue: T | undefined,
-  defaultValue: T,
-): { value: T; source: SlotSource } {
-  if (userValue !== undefined) return { value: userValue, source: "user" };
-  if (prefValue !== undefined) return { value: prefValue, source: "preference" };
-  return { value: defaultValue, source: "default" };
-}
-
-export function resolvePortfolioSlots(
-  entities: ExtractedEntities,
-  preferences: Preferences = {},
-): SlotResolution<PortfolioSlots> {
-  const sources = {} as Record<keyof PortfolioSlots, SlotSource>;
-  const defaultsUsed: string[] = [];
-  const missingRequired: string[] = [];
-
-  // Budget: required, no default
-  let budget = 0;
-  if (entities.budget !== undefined) {
-    budget = entities.budget;
-    sources.budget = "user";
-  } else {
-    missingRequired.push("budget");
-    sources.budget = "default";
-  }
-
-  const risk = resolve(
-    entities.riskProfile,
-    preferences.riskProfile,
-    PORTFOLIO_DEFAULTS.riskProfile,
-  );
-  sources.riskProfile = risk.source;
-  if (risk.source === "default") defaultsUsed.push("riskProfile");
-
-  const horizon = resolve(
-    entities.timeHorizon,
-    preferences.timeHorizon,
-    PORTFOLIO_DEFAULTS.timeHorizon,
-  );
-  sources.timeHorizon = horizon.source;
-  if (horizon.source === "default") defaultsUsed.push("timeHorizon");
-
-  const scope = resolve(entities.assetScope, preferences.assetScope, PORTFOLIO_DEFAULTS.assetScope);
-  sources.assetScope = scope.source;
-  if (scope.source === "default") defaultsUsed.push("assetScope");
-
-  const count = resolve(undefined, preferences.positionCount, PORTFOLIO_DEFAULTS.positionCount);
-  sources.positionCount = count.source;
-  if (count.source === "default") defaultsUsed.push("positionCount");
-
-  const maxPct = resolve(
-    undefined,
-    preferences.maxSinglePositionPct,
-    PORTFOLIO_DEFAULTS.maxSinglePositionPct,
-  );
-  sources.maxSinglePositionPct = maxPct.source;
-  if (maxPct.source === "default") defaultsUsed.push("maxSinglePositionPct");
-
-  return {
-    resolved: {
-      budget,
-      riskProfile: risk.value,
-      timeHorizon: horizon.value,
-      assetScope: scope.value,
-      positionCount: count.value,
-      maxSinglePositionPct: maxPct.value,
-    },
-    sources,
-    defaultsUsed,
-    missingRequired,
-  };
-}
-
-export function resolveOptionsScreenerSlots(
-  entities: ExtractedEntities,
-  preferences: Preferences = {},
-): SlotResolution<OptionsScreenerSlots> {
-  const sources = {} as Record<keyof OptionsScreenerSlots, SlotSource>;
-  const defaultsUsed: string[] = [];
-  const missingRequired: string[] = [];
-
-  // Symbol: required, no default
-  let symbol = "";
-  const requestedUnderlying = entities.heldSymbol ?? entities.symbols[0];
-  if (requestedUnderlying) {
-    symbol = requestedUnderlying;
-    sources.symbol = "user";
-  } else {
-    missingRequired.push("symbol");
-    sources.symbol = "default";
-  }
-
-  // Direction: default to bullish unless the user specified a protective put hedge.
-  const inferredDirection =
-    entities.optionStrategy === "protective_put" ? "bearish" : entities.direction;
-  const dir = resolve(inferredDirection, undefined, "bullish" as const);
-  sources.direction = dir.source;
-  if (dir.source === "default") defaultsUsed.push("direction");
-
-  const dte = resolve(
-    mapDteHintToTarget(entities.dteHint),
-    preferences.dteTarget,
-    OPTIONS_SCREENER_DEFAULTS.dteTarget,
-  );
-  sources.dteTarget = dte.source;
-  if (dte.source === "default") defaultsUsed.push("dteTarget");
-
-  const obj = resolve(undefined, preferences.objective, OPTIONS_SCREENER_DEFAULTS.objective);
-  sources.objective = obj.source;
-  if (obj.source === "default") defaultsUsed.push("objective");
-
-  const moneyness = resolve(
-    undefined,
-    preferences.moneynessPreference,
-    OPTIONS_SCREENER_DEFAULTS.moneynessPreference,
-  );
-  sources.moneynessPreference = moneyness.source;
-  if (moneyness.source === "default") defaultsUsed.push("moneynessPreference");
-
-  const liquidity = resolve(
-    undefined,
-    preferences.liquidityMinimum,
-    OPTIONS_SCREENER_DEFAULTS.liquidityMinimum,
-  );
-  sources.liquidityMinimum = liquidity.source;
-  if (liquidity.source === "default") defaultsUsed.push("liquidityMinimum");
-
-  if (entities.optionStrategy) sources.optionStrategy = "user";
-  if (entities.costBasis !== undefined) sources.costBasis = "user";
-  if (entities.shareQuantity !== undefined) sources.shareQuantity = "user";
-  if (entities.catalystSymbols !== undefined) sources.catalystSymbols = "user";
-
-  return {
-    resolved: {
-      symbol,
-      direction: dir.value,
-      dteTarget: dte.value,
-      objective: obj.value,
-      moneynessPreference: moneyness.value,
-      liquidityMinimum: liquidity.value,
-      budget: entities.budget,
-      maxPremium: entities.maxPremium,
-      optionStrategy: entities.optionStrategy,
-      costBasis: entities.costBasis,
-      shareQuantity: entities.shareQuantity,
-      catalystSymbols: entities.catalystSymbols,
-    },
-    sources,
-    defaultsUsed,
-    missingRequired,
-  };
-}

package/src/routing/symbol-disambiguator.ts

@@ -1,72 +0,0 @@
-export const FINANCE_ACRONYM_DICTIONARY = new Set([
-  "IV",
-  "HV",
-  "ITM",
-  "OTM",
-  "ATM",
-  "IPO",
-  "SEC",
-  "FED",
-  "FOMC",
-  "IRS",
-  "ECB",
-  "BOE",
-  "BOJ",
-  "GDP",
-  "CPI",
-  "PPI",
-  "FX",
-  "NDA",
-]);
-
-export interface DroppedSymbol {
-  token: string;
-  reason: string;
-  signalsChecked: string[];
-}
-
-export interface SymbolDisambiguation {
-  kept: string[];
-  dropped: DroppedSymbol[];
-}
-
-export function disambiguateSymbols(candidates: string[], rawInput: string): SymbolDisambiguation {
-  const kept: string[] = [];
-  const dropped: DroppedSymbol[] = [];
-
-  for (const candidate of candidates) {
-    const token = candidate.toUpperCase();
-    if (!FINANCE_ACRONYM_DICTIONARY.has(token) || hasPositiveTickerSignal(token, rawInput)) {
-      if (!kept.includes(token)) kept.push(token);
-      continue;
-    }
-
-    dropped.push({
-      token,
-      reason: "no positive ticker signal",
-      signalsChecked: ["cashtag", "local ticker phrase"],
-    });
-  }
-
-  return { kept, dropped };
-}
-
-function hasPositiveTickerSignal(token: string, rawInput: string): boolean {
-  return hasCashtag(token, rawInput) || hasLocalTickerPhrase(token, rawInput);
-}
-
-function hasCashtag(token: string, rawInput: string): boolean {
-  return new RegExp(`\\$${escapeRegExp(token)}\\b`, "i").test(rawInput);
-}
-
-function hasLocalTickerPhrase(token: string, rawInput: string): boolean {
-  const escaped = escapeRegExp(token);
-  return new RegExp(
-    `\\b${escaped}\\s+(?:ticker|stock|symbol)\\b|\\b(?:ticker|stock|symbol)\\s+${escaped}\\b`,
-    "i",
-  ).test(rawInput);
-}
-
-function escapeRegExp(value: string): string {
-  return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
-}

package/src/routing/turn-context.ts

@@ -1,108 +0,0 @@
-import type { MemoryCategory, MemoryEntry } from "../memory/types.js";
-import {
-  buildPlanningEnvelope,
-  type PlanningBuildOptions,
-  type PlanningEnvelope,
-} from "./planning.js";
-import { activeToolsForBundles, memoryScopesForRoute } from "./route-manifest.js";
-import type {
-  RouterDiagnostic,
-  RouterInputContext,
-  RouterOutput,
-  RouterRoute,
-  RouterRouteKind,
-  RouterSlot,
-  ToolBundleName,
-} from "./router-types.js";
-import type { ExtractedEntities, WorkflowType } from "./types.js";
-
-export interface MemoryQueryPlan {
-  routeKind: RouterRouteKind;
-  workflow?: Exclude<WorkflowType, "unclassified">;
-  categories: MemoryCategory[];
-  symbols: string[];
-  slotKeys: string[];
-}
-
-export interface MemoryProvenance {
-  category: MemoryCategory;
-  key: string;
-  source?: string;
-  recordedAt: string;
-  confidence?: string;
-  filtered?: boolean;
-  filterReason?: string;
-}
-
-export interface ResolvedTurnContext {
-  userInput: string;
-  priorTurns: RouterInputContext["priorTurns"];
-  routeKind: RouterRouteKind;
-  legacyRoute: RouterRoute;
-  workflow?: Exclude<WorkflowType, "unclassified">;
-  entities: ExtractedEntities;
-  slots: Record<string, RouterSlot>;
-  missingRequired: string[];
-  toolBundles: ToolBundleName[];
-  activeToolNames: string[];
-  memoryQueryPlan: MemoryQueryPlan;
-  memoryProvenance: MemoryProvenance[];
-  promptPlaybook: RouterRouteKind;
-  diagnostics: RouterDiagnostic[];
-  planning: PlanningEnvelope;
-}
-
-export function buildResolvedTurnContext(
-  input: RouterInputContext,
-  output: RouterOutput,
-  options: {
-    availableToolNames?: readonly string[];
-    memoryEntries?: readonly MemoryEntry[];
-    filteredMemory?: readonly MemoryProvenance[];
-    planning?: PlanningBuildOptions;
-  } = {},
-): ResolvedTurnContext {
-  const memoryQueryPlan = buildMemoryQueryPlan(output);
-  const memoryProvenance = [
-    ...(options.memoryEntries ?? []).map(memoryEntryToProvenance),
-    ...(options.filteredMemory ?? []),
-  ];
-
-  return {
-    userInput: input.text,
-    priorTurns: input.priorTurns,
-    routeKind: output.routeKind,
-    legacyRoute: output.route,
-    workflow: output.workflow,
-    entities: output.entities,
-    slots: output.slots,
-    missingRequired: output.missing_required,
-    toolBundles: output.tool_bundles,
-    activeToolNames: activeToolsForBundles(output.tool_bundles, options.availableToolNames),
-    memoryQueryPlan,
-    memoryProvenance,
-    promptPlaybook: output.routeKind,
-    diagnostics: output.diagnostics,
-    planning: buildPlanningEnvelope(input, output, options.planning),
-  };
-}
-
-export function buildMemoryQueryPlan(output: RouterOutput): MemoryQueryPlan {
-  return {
-    routeKind: output.routeKind,
-    workflow: output.workflow,
-    categories: memoryScopesForRoute(output.routeKind, output.workflow),
-    symbols: output.entities.symbols,
-    slotKeys: Object.keys(output.slots),
-  };
-}
-
-function memoryEntryToProvenance(entry: MemoryEntry): MemoryProvenance {
-  return {
-    category: entry.category,
-    key: entry.key,
-    source: entry.source,
-    recordedAt: entry.recordedAt,
-    confidence: entry.confidence,
-  };
-}

package/src/routing/types.ts

@@ -1,77 +0,0 @@
-export type WorkflowType =
-  | "single_asset_analysis"
-  | "portfolio_builder"
-  | "options_screener"
-  | "compare_assets"
-  | "watchlist_or_tracking"
-  | "general_finance_qa"
-  | "unclassified";
-
-export interface ExtractedEntities {
-  symbols: string[];
-  budget?: number;
-  maxPremium?: number;
-  timeHorizon?: string;
-  assetScope?: string;
-  riskProfile?: string;
-  direction?: "bullish" | "bearish";
-  dteHint?: string;
-  optionStrategy?: "covered_call" | "protective_put";
-  heldSymbol?: string;
-  catalystSymbols?: string[];
-  costBasis?: number;
-  shareQuantity?: number;
-  compareMetrics?: string[];
-}
-
-export interface ClassificationResult {
-  workflow: WorkflowType;
-  confidence: number;
-  tier: "rule" | "llm";
-  entities: ExtractedEntities;
-}
-
-export interface PortfolioSlots {
-  budget: number;
-  riskProfile: string;
-  timeHorizon: string;
-  assetScope: string;
-  positionCount: number;
-  maxSinglePositionPct: number;
-  excludeSectors?: string[];
-  incomeVsGrowth?: string;
-  accountType?: string;
-}
-
-export interface OptionsScreenerSlots {
-  symbol: string;
-  direction: "bullish" | "bearish";
-  dteTarget: string;
-  objective: string;
-  moneynessPreference: string;
-  liquidityMinimum: string;
-  budget?: number;
-  maxPremium?: number;
-  optionStrategy?: "covered_call" | "protective_put";
-  costBasis?: number;
-  shareQuantity?: number;
-  catalystSymbols?: string[];
-  ivPreference?: string;
-}
-
-export interface CompareAssetsSlots {
-  symbols: string[];
-  timeHorizon?: string;
-  metrics?: string[];
-  budget?: number;
-  assetScope?: string;
-}
-
-export type SlotSource = "user" | "preference" | "default" | "prior_context" | "memory";
-
-export interface SlotResolution<T> {
-  resolved: T;
-  sources: { [K in keyof T]?: SlotSource };
-  defaultsUsed: string[];
-  missingRequired: string[];
-}