opencandle 0.12.0 → 0.13.0

package/README.md

@@ -1,38 +1,28 @@
 # OpenCandle
 
-OpenCandle is an open source financial investigator: a terminal agent and local browser workbench for market research that starts from real provider data, shows source gaps, and keeps risk visible.
+OpenCandle is an open source financial investigator: a terminal agent and local browser workbench for market research that uses real-time provider data to try to accurately answer financial questions.
 
-Requires Node.js 22.19+ or 24–26. macOS and Linux are fully supported; Windows is best-effort (WSL recommended).
+[![CI](https://img.shields.io/github/actions/workflow/status/Kahtaf/OpenCandle/ci.yml?branch=main&label=CI)](https://github.com/Kahtaf/OpenCandle/actions/workflows/ci.yml)
+[![npm](https://img.shields.io/npm/v/opencandle)](https://www.npmjs.com/package/opencandle)
+[![Node](https://img.shields.io/node/v/opencandle)](https://www.npmjs.com/package/opencandle)
+[![License: MIT](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)
 
 ```bash
-npx opencandle
-# or
-npx opencandle gui
+npx opencandle       # terminal
+npx opencandle gui   # browser UI at http://127.0.0.1:14567
 ```
 
-[![CI](https://github.com/Kahtaf/OpenCandle/actions/workflows/ci.yml/badge.svg)](https://github.com/Kahtaf/OpenCandle/actions/workflows/ci.yml)
-[![npm](https://img.shields.io/npm/v/opencandle)](https://www.npmjs.com/package/opencandle)
-[![License: MIT](https://img.shields.io/badge/license-MIT-blue.svg)](https://github.com/Kahtaf/OpenCandle/blob/main/LICENSE)
-
 [Docs](https://opencandle.app/docs/) | [First run](https://opencandle.app/docs/first-run.html) | [GUI quickstart](https://opencandle.app/docs/gui-quickstart.html) | [Data sources](https://opencandle.app/docs/data-sources.html) | [Build a tool](https://opencandle.app/docs/build-a-tool.html)
 
 ## See It Work
 
-### Terminal UI
-
-[![OpenCandle terminal UI demo](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@v0.11.1/assets/opencandle-tui-poster.png)](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@v0.11.1/assets/opencandle-tui.mp4)
-
-[Watch the terminal UI demo](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@v0.11.1/assets/opencandle-tui.mp4) | [Download MP4](https://github.com/Kahtaf/OpenCandle/raw/refs/heads/main/assets/opencandle-tui.mp4)
-
-### Local GUI
+https://github.com/user-attachments/assets/334956b1-18b4-4d6f-92b5-3f739824cd29
 
-[![OpenCandle local GUI demo](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@v0.11.1/assets/opencandle-gui-poster.png)](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@v0.11.1/assets/opencandle-gui.mp4)
-
-[Watch the local GUI demo](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@v0.11.1/assets/opencandle-gui.mp4) | [Download MP4](https://github.com/Kahtaf/OpenCandle/raw/refs/heads/main/assets/opencandle-gui.mp4)
+![OpenCandle GUI answering "How is NVDA doing today?" with a quote table, cited news sources, and the research steps panel open.](https://cdn.jsdelivr.net/gh/Kahtaf/OpenCandle@main/docs/images/gui-chat-research.png)
 
 ## Why OpenCandle
 
-Most finance agents answer too early. OpenCandle is built around the opposite loop: understand the question, gather market evidence, disclose missing or stale data, then synthesize.
+Generic LLMs answer too early. OpenCandle is built around the opposite loop: understand the question, gather market evidence, disclose missing or stale data, then synthesize.
 
 Use it when a question needs inspectable evidence:
 
@@ -44,32 +34,27 @@ Use it when a question needs inspectable evidence:
 
 OpenCandle is read-only research software. It does not place trades, route orders, or provide financial advice.
 
-## Highlights
+## Features
 
-| Capability | What it gives you |
-| --- | --- |
-| Terminal agent | Fast keyboard-driven research inside the bundled [Pi](https://github.com/earendil-works/pi) local TUI, with sessions, slash commands, model setup, and saved transcripts. Pi is the bundled agent runtime; no separate Pi install is needed. |
-| Local browser GUI | Chat, session history, provider setup, tool discovery, workflow launches, and richer financial result cards at `http://127.0.0.1:14567`. |
-| Evidence-first answers | Tools fetch and format data; the model synthesizes only after evidence is gathered. |
-| Finance routing | Quote lookup, comparison, portfolio review, options strategy, filing checks, macro questions, sentiment reads, and educational prompts route differently. |
-| Provider transparency | Missing keys, degraded sources, stale cache, and unavailable data are surfaced instead of hidden. |
-| Local state | OpenCandle user state lives under `~/.opencandle/` unless `OPENCANDLE_HOME` is set; durable market state is stored in SQLite at `~/.opencandle/state.db` (or `$OPENCANDLE_HOME/state.db`). |
-| Extensible tools | TypeScript tool APIs, provider boundaries, workflow builders, and package exports for add-on tools. |
-| Eval harness | Unit tests, live provider checks, CLI e2e, GUI browser smoke tests, and competitive finance evals. |
+- **Terminal agent** — keyboard-driven research in the bundled [Pi](https://github.com/earendil-works/pi) TUI, with sessions, slash commands, and saved transcripts.
+- **Local browser GUI** — chat with result cards and interactive charts, a market dashboard, per-ticker symbol pages, watchlists and portfolios with live sparklines.
+- **Evidence-first answers** — tools fetch and format data; the model synthesizes only after evidence is gathered.
+- **Finance routing** — quotes, comparisons, portfolio reviews, options, filings, macro, sentiment, and education each get a purpose-built research path.
+- **Provider transparency** — missing keys, degraded sources, and stale data are disclosed instead of hidden.
+- **Local state** — watchlists, portfolios, and alerts stay on your machine under `~/.opencandle/`; sessions in Pi's local storage.
+- **Extensible** — typed TypeScript tool APIs for building and publishing add-on tools.
 
 ## Quick Start
 
-On first run, OpenCandle walks you through model setup. [Pi](https://github.com/earendil-works/pi) is the bundled agent runtime that handles model setup, the terminal shell, and saved sessions; no separate Pi install is needed. In the terminal, you can use Pi sign-in when available or provide a model API key. In the GUI, use the API-key setup panel or complete terminal `/setup` first and refresh the browser. Data-provider keys are separate and optional.
-
-Start the GUI instead:
+Requires [Node.js](https://nodejs.org/) 22.19+ or 24–26. macOS and Linux are fully supported; Windows is best-effort (WSL recommended).
 
 ```bash
-npx opencandle gui
+npx opencandle
 ```
 
-Then open `http://127.0.0.1:14567`.
+On first run, OpenCandle walks you through model setup — use Pi sign-in when offered, or provide a model API key (in the GUI, use the API-key setup panel). Data-provider keys are separate and optional. For the five-minute path from install to a first answer, see [First Run](https://opencandle.app/docs/first-run.html).
 
-For a five-minute path from install to a successful answer, see [First Run](https://opencandle.app/docs/first-run.html).
+Check your setup anytime with `npx opencandle doctor` (or the GUI's `/diagnostics` page).
 
 ## Example Prompts
 
@@ -83,81 +68,24 @@ Run risk analysis on SPY
 /analyze NVDA   # deep research: multi-analyst debate, takes a few minutes
 ```
 
-Useful slash commands:
-
-```text
-/setup
-/login
-/model
-/connect
-/analyze AAPL   # deep research: multi-analyst debate, takes a few minutes
-```
-
-Health diagnostics run from your shell:
-
-```bash
-npx opencandle doctor
-npx opencandle doctor --json
-npx opencandle doctor --sessions
-npx opencandle doctor --full
-npx opencandle doctor --enable twitter
-```
-
-The GUI also has a Diagnostics page at `/diagnostics` with the same health report, provider setup links, model setup actions, and an explicit browser-session check for Reddit and Twitter/X.
-
 ## Data Sources
 
-| Area | Examples | Source |
-| --- | --- | --- |
-| Market data | Quotes, history, ticker search, screeners, crypto price and history | Yahoo Finance, TradingView scanner, Alpha Vantage fallback when configured, CoinGecko |
-| Options | Chains, open interest, IV, locally computed Greeks | Yahoo Finance plus local calculations |
-| Fundamentals | Overview, financials, earnings, DCF, comparable companies | Alpha Vantage |
-| Macro | Rates, CPI, GDP, unemployment, event probabilities, crypto Fear & Greed | FRED, Polymarket Gamma API, alternative.me |
-| Technical | Indicators and strategy backtests | Local calculations over market history |
-| Sentiment | Reddit, Twitter/X, Finnhub news, and web sentiment | `rdt-cli` and `twitter-cli` using your normal browser sessions, Finnhub, Exa, Brave, DuckDuckGo |
-| Filings | SEC filing search | SEC EDGAR |
-| Portfolio | Watchlists, holdings, correlation, risk | Local state plus market data |
+| Area         | Examples                                                                                       | Source                                                                                                           |
+| ------------ | ---------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
+| Market data  | Quotes, history, indexed price comparisons, ticker search, screeners, crypto price and history | Yahoo Finance, TradingView scanner, Alpha Vantage and London Strategic Edge fallbacks when configured, CoinGecko |
+| Options      | Chains, open interest, IV, locally computed Greeks                                             | Yahoo Finance plus local calculations                                                                            |
+| Fundamentals | Overview, financials, earnings, DCF, comparable companies                                      | Alpha Vantage; optional London Strategic Edge for financial statements and DCF, with Yahoo Finance fallbacks     |
+| Macro        | Rates, CPI, GDP, unemployment, event probabilities, crypto Fear & Greed                        | FRED, Polymarket Gamma API, alternative.me                                                                       |
+| Technical    | Indicators and strategy backtests                                                              | Local calculations over market history                                                                           |
+| Sentiment    | Reddit, Twitter/X, Finnhub news, and web sentiment                                             | `rdt-cli` and `twitter-cli` using your normal browser sessions, Finnhub, Exa, Brave, DuckDuckGo                  |
+| Filings      | SEC filing search                                                                              | SEC EDGAR                                                                                                        |
+| Portfolio    | Watchlists, holdings, correlation, risk                                                        | Local state plus market data                                                                                     |
 
-Yahoo Finance, TradingView scanner, Polymarket Gamma, CoinGecko, SEC EDGAR, DuckDuckGo search, and the alternative.me crypto Fear & Greed index do not require OpenCandle provider keys. Reddit sentiment requires `rdt-cli` (`uv tool install rdt-cli`) plus an active Reddit session in your normal browser. Twitter/X sentiment requires `twitter-cli` (`uv tool install twitter-cli`) plus an active x.com session in your normal browser. Alpha Vantage, FRED, Brave, Exa, and Finnhub unlock deeper coverage when configured.
+Most sources work without API keys. Reddit and Twitter/X sentiment use `rdt-cli` / `twitter-cli` (`uv tool install ...`) with your normal browser sessions. Alpha Vantage, FRED, Brave, Exa, Finnhub, and London Strategic Edge unlock deeper coverage when configured — see [Data Sources](https://opencandle.app/docs/data-sources.html).
 
 ## Configuration
 
-Model access comes from Pi. Market data provider keys can be set in the environment, through `/connect`, through the GUI provider setup flow, or in `~/.opencandle/config.json`.
-
-| Key | Used For |
-| --- | --- |
-| `GEMINI_API_KEY` | Google models through Pi |
-| `OPENAI_API_KEY` | OpenAI models through Pi |
-| `ANTHROPIC_API_KEY` | Anthropic models through Pi |
-| `ALPHA_VANTAGE_API_KEY` | Fundamentals, earnings, financial statements, DCF, comps |
-| `FRED_API_KEY` | Macro series such as rates, CPI, GDP, unemployment |
-| `BRAVE_API_KEY` | Brave web search fallback |
-| `EXA_API_KEY` | Exa web search |
-| `FINNHUB_API_KEY` | Finnhub company news for sentiment summaries |
-| `OPENCANDLE_HOME` | Override OpenCandle state directory |
-| `OPENCANDLE_GUI_HOST` | GUI bind host, default `127.0.0.1` |
-| `OPENCANDLE_GUI_PORT` | GUI port, default `14567` |
-| `OPENCANDLE_NOTIFICATION_WEBHOOK_URL` | Optional local webhook target for alert/report notification delivery attempts |
-
-Environment variables override `~/.opencandle/config.json`. See [Configuration](https://opencandle.app/docs/configuration.html) for the full reference, including advanced routing and diagnostic switches.
-
-## From Source
-
-```bash
-git clone https://github.com/Kahtaf/OpenCandle.git
-cd OpenCandle
-npm install
-cp .env.example .env
-npm start
-```
-
-On Windows Command Prompt, use `copy .env.example .env` instead of `cp .env.example .env`.
-
-Run the local GUI from a checkout:
-
-```bash
-npm run gui
-```
+Model access is configured through Pi on first run (`GEMINI_API_KEY`, `OPENAI_API_KEY`, `ANTHROPIC_API_KEY`, or Pi sign-in). Data-provider keys are optional and can be set in the environment, through `/connect`, through the GUI provider setup flow, or in `~/.opencandle/config.json`; environment variables override the config file. See [Configuration](https://opencandle.app/docs/configuration.html) for the full key reference and advanced switches.
 
 ## How It Fits Together
 
@@ -172,81 +100,21 @@ User prompt
   -> terminal or GUI session records the trace
 ```
 
-Project shape:
-
-```text
-src/
-|-- providers/    API clients
-|-- tools/        Tool implementations by domain
-|-- infra/        Cache, rate limiter, HTTP client, paths
-|-- routing/      Request understanding, entity extraction, slot resolution
-|-- workflows/    WorkflowDefinition builders
-|-- runtime/      Session coordinator, workflow runner, runtime context
-|-- market-state/ Durable watchlists, portfolios, alerts, reports
-|-- memory/       SQLite-backed state and retrieval
-|-- sentiment/    Cross-source sentiment pipeline, scoring, adapters, trends
-|-- analysts/     Multi-analyst orchestration
-|-- pi/           Pi integration and session wiring
-|-- cli.ts        CLI entry point
-|-- monitor.ts    Local automation heartbeat command
-|-- tool-kit.ts   Public add-on tool helpers
-`-- index.ts      Public package exports
-```
-
-Package exports:
-
-- `opencandle`
-- `opencandle/tool-kit`
-- `opencandle/infra`
-- `opencandle/types`
-- `opencandle/providers`
-- `opencandle/tools`
-- `opencandle/workflows`
-
-If you want to add a new first-party tool or publish an add-on package, start with [Build a Tool](https://opencandle.app/docs/build-a-tool.html).
+To add a first-party tool or publish an add-on package, start with [Build a Tool](https://opencandle.app/docs/build-a-tool.html).
 
 ## Development
 
 ```bash
-npm start
-npm run gui
-npm run docs:site:build
-npm test
-npm run test:watch
-npm run test:e2e
-npm run test:e2e:cli
-npm run test:e2e:providers
-npm run eval
-npm run eval -- cases
-npm run eval -- product
-npm run eval -- competitive
-```
-
-Baseline check:
-
-```bash
-npm test
-```
-
-The e2e, provider, and eval commands can hit live APIs, live model providers, or local agent CLIs. `npm run eval` lists every eval suite; run suites through `npm run eval -- <suite>`. Run them intentionally; see [Testing and Evals](https://opencandle.app/docs/testing-and-evals.html).
-
-Repository rules that matter:
-
-- Unit tests mock `globalThis.fetch` and use fixture JSON.
-- External calls go through shared cache and rate-limiter infrastructure.
-- Tools fetch and format; analysts and prompts synthesize.
-- Relative TypeScript imports use `.js` extensions.
-- Behavior changes should be test-first.
-
-For scripted full-session driving with file-based IPC:
-
-```bash
-npx tsx tests/harness/cli.ts run --prompt "What is AAPL trading at?" --ipc /tmp/opencandle-ipc &
-npx tsx tests/harness/cli.ts wait --ipc /tmp/opencandle-ipc
-npx tsx tests/harness/cli.ts trace --ipc /tmp/opencandle-ipc
+git clone https://github.com/Kahtaf/OpenCandle.git
+cd OpenCandle
+npm install
+cp .env.example .env   # optional provider keys (copy .env.example .env on Windows CMD)
+npm start              # terminal agent
+npm run gui            # browser GUI
+npm test               # unit tests
 ```
 
-See [tests/harness/README.md](https://github.com/Kahtaf/OpenCandle/blob/main/tests/harness/README.md) for the full flow.
+Contributor conventions live in [AGENTS.md](AGENTS.md) and [CONTRIBUTING.md](CONTRIBUTING.md). The e2e, provider, and eval suites can hit live APIs and model providers — run them intentionally; see [Testing and Evals](https://opencandle.app/docs/testing-and-evals.html).
 
 ## Documentation
 
@@ -259,12 +127,12 @@ See [tests/harness/README.md](https://github.com/Kahtaf/OpenCandle/blob/main/tes
 - [Configuration](https://opencandle.app/docs/configuration.html)
 - [System Architecture](https://opencandle.app/docs/system-architecture.html)
 - [Testing and Evals](https://opencandle.app/docs/testing-and-evals.html)
-- [Comparisons](https://opencandle.app/docs/comparisons.html)
+- [Why OpenCandle](https://opencandle.app/docs/comparisons.html)
 
-## License
+## Community and Contributing
 
-MIT
+Questions and bug reports are welcome in [GitHub Issues](https://github.com/Kahtaf/OpenCandle/issues) — redact API keys, account identifiers, holdings, and local state from public issues. Before opening large changes or reporting sensitive issues, see [Contributing](CONTRIBUTING.md), [Security](https://opencandle.app/docs/security.html), and the [Code of Conduct](CODE_OF_CONDUCT.md).
 
-## Contributing and Security
+## License
 
-See [Contributing](https://opencandle.app/docs/contributing.html), [Security](https://opencandle.app/docs/security.html), and the [Code of Conduct](https://github.com/Kahtaf/OpenCandle/blob/main/CODE_OF_CONDUCT.md) before opening large changes or reporting sensitive issues. Redact API keys, account identifiers, holdings, and local state from public issues.
+MIT — see [LICENSE](LICENSE).

package/dist/cli-main.js

@@ -5,7 +5,7 @@ import { createRequire } from "node:module";
 import { dirname, resolve } from "node:path";
 import { createInterface } from "node:readline/promises";
 import { fileURLToPath } from "node:url";
-import { AuthStorage, createAgentSessionRuntime, createAgentSessionServices, DefaultPackageManager, getAgentDir, InteractiveMode, initTheme, ModelRegistry, SessionManager, SettingsManager, } from "@earendil-works/pi-coding-agent";
+import { createAgentSessionRuntime, createAgentSessionServices, DefaultPackageManager, getAgentDir, InteractiveMode, initTheme, ModelRegistry, ModelRuntime, SessionManager, SettingsManager, } from "@earendil-works/pi-coding-agent";
 import { loadEnv } from "./config.js";
 import { handleDoctorCommand } from "./doctor/cli-command.js";
 import { createOpenCandleSession } from "./pi/session.js";
@@ -167,8 +167,11 @@ async function main() {
     }
     // Default: start the OpenCandle interactive agent
     const settingsManager = SettingsManager.create(cwd, agentDir);
-    const authStorage = AuthStorage.create();
-    const modelRegistry = ModelRegistry.create(authStorage);
+    const modelRuntime = await ModelRuntime.create({
+        authPath: resolve(agentDir, "auth.json"),
+        modelsPath: resolve(agentDir, "models.json"),
+    });
+    const modelRegistry = new ModelRegistry(modelRuntime);
     const shouldSuppressFallbackMessage = modelRegistry.getAvailable().length === 0;
     initTheme(settingsManager.getTheme(), true);
     const sessionManager = continueOpenCandleSession(cwd);
@@ -190,7 +193,7 @@ async function main() {
             if (!model) {
                 return "Connect an AI model before chat can run. Paste a Google Gemini, OpenAI, or Anthropic API key in the setup panel.";
             }
-            if (!session.modelRegistry.hasConfiguredAuth(model)) {
+            if (!session.modelRuntime.hasConfiguredAuth(model.provider)) {
                 return "Connect an AI model before chat can run. Paste a Google Gemini, OpenAI, or Anthropic API key in the setup panel.";
             }
             return null;
@@ -239,16 +242,14 @@ async function main() {
             const services = await createAgentSessionServices({
                 cwd: opts.cwd,
                 agentDir: opts.agentDir,
-                authStorage,
                 settingsManager,
-                modelRegistry,
+                modelRuntime,
             });
             const result = await createOpenCandleSession({
                 cwd: opts.cwd,
                 agentDir: opts.agentDir,
                 settingsManager,
-                authStorage,
-                modelRegistry,
+                modelRuntime,
                 sessionManager: opts.sessionManager,
                 bindExtensions: false,
             });

package/dist/config.d.ts

@@ -19,6 +19,7 @@ export interface Config {
     braveApiKey?: string;
     exaApiKey?: string;
     finnhubApiKey?: string;
+    lseApiKey?: string;
     /**
      * Intent-router mode. The LLM router is the only production routing path;
      * `OPENCANDLE_ROUTER_MODE` accepts only `"llm"` (or unset). The removed
@@ -56,6 +57,9 @@ export interface OpenCandleFileConfig {
         finnhub?: {
             apiKey?: string;
         };
+        lse?: {
+            apiKey?: string;
+        };
     };
     sentiment?: {
         retentionDays?: number;

package/dist/config.js

@@ -108,6 +108,7 @@ function resolveConfig(fileConfig) {
         braveApiKey: process.env.BRAVE_API_KEY ?? fileConfig.providers?.brave?.apiKey,
         exaApiKey: process.env.EXA_API_KEY ?? fileConfig.providers?.exa?.apiKey,
         finnhubApiKey: process.env.FINNHUB_API_KEY ?? fileConfig.providers?.finnhub?.apiKey,
+        lseApiKey: process.env.LSE_API_KEY ?? fileConfig.providers?.lse?.apiKey,
         routerMode: resolveRouterMode(),
         toolScopeMode: resolveToolScopeMode(),
         planningMigrationStatuses: resolvePlanningMigrationStatuses(),

package/dist/doctor/cli-command.js

@@ -1,4 +1,4 @@
-import { AuthStorage, ModelRegistry, SettingsManager } from "@earendil-works/pi-coding-agent";
+import { ModelRegistry, ModelRuntime, SettingsManager } from "@earendil-works/pi-coding-agent";
 import { getProvider } from "../onboarding/providers.js";
 import { clearProviderOnboardingEntry, loadOnboardingState, saveOnboardingState, } from "../onboarding/state.js";
 import { renderDoctorReport } from "./render.js";
@@ -27,8 +27,11 @@ export async function handleDoctorCommand(args, cwd, agentDir) {
         if (!json)
             console.log(`Re-enabled ${providerId}.`);
     }
-    const authStorage = AuthStorage.create();
-    const modelRegistry = ModelRegistry.create(authStorage);
+    const modelRuntime = await ModelRuntime.create({
+        authPath: `${agentDir}/auth.json`,
+        modelsPath: `${agentDir}/models.json`,
+    });
+    const modelRegistry = new ModelRegistry(modelRuntime);
     const settingsManager = SettingsManager.create(cwd, agentDir);
     const includeSessions = args.includes("--sessions");
     if (includeSessions) {
@@ -47,7 +50,7 @@ export async function handleDoctorCommand(args, cwd, agentDir) {
     return true;
 }
 function buildCliModelSetupState(modelRegistry, settingsManager) {
-    modelRegistry.refresh();
+    void modelRegistry.refresh();
     const provider = settingsManager.getDefaultProvider();
     const modelId = settingsManager.getDefaultModel();
     const activeModel = provider && modelId ? modelRegistry.find(provider, modelId) : undefined;

package/dist/doctor/report.js

@@ -2,6 +2,8 @@ import { accessSync, constants, existsSync, readFileSync, statSync } from "node:
 import { createRequire } from "node:module";
 import { dirname, resolve } from "node:path";
 import { fileURLToPath } from "node:url";
+import { getConfig } from "../config.js";
+import { getUsage, isOverSoftThreshold, LSE_MONTHLY_BYTE_CAP } from "../infra/lse-byte-budget.js";
 import { getUnsupportedNodeVersionMessage } from "../infra/node-version.js";
 import { getConfigPath, getOnboardingPath, getOpenCandleHomeDir, getStateDbPath, resolveOpenCandlePath, } from "../infra/opencandle-paths.js";
 import { probeAllProviderStatuses, probeProviderStatus, } from "../onboarding/provider-status.js";
@@ -262,6 +264,17 @@ async function buildProviderChecks(options) {
             respectSkipped: true,
         }));
     const checks = statuses.map((status) => providerStatusCheck(status));
+    if (getConfig().lseApiKey && isOverSoftThreshold()) {
+        const percentUsed = Math.round((getUsage().bytesUsed / LSE_MONTHLY_BYTE_CAP) * 100);
+        checks.push({
+            id: "provider.lse.byte_budget",
+            label: "London Strategic Edge",
+            status: "warn",
+            capability: "optional",
+            summary: `London Strategic Edge monthly data allowance is ${percentUsed}% used; answers use Yahoo/Alpha Vantage until the month resets.`,
+            remediation: "Wait for the monthly allowance to reset before relying on this provider again.",
+        });
+    }
     for (const provider of providers.filter(isExternalToolProvider)) {
         const installStatus = statuses.find((status) => status.providerId === provider.id && status.kind === "external-tool");
         if (installStatus?.state === "skipped")

package/dist/gui/server/chat-event-adapter.js

@@ -10,6 +10,7 @@ export function sessionEntriesToChatEvents(entries, options) {
     let pendingOriginalAttachments = [];
     let lastEntryWasUserMessage = false;
     let lastUserCompletedEventIndex = null;
+    const workflowSteps = workflowStepMetadata(entries);
     const updatedAt = options.updatedAt ?? entries.at(-1)?.timestamp ?? new Date().toISOString();
     events.push({
         type: "session.updated",
@@ -53,26 +54,43 @@ export function sessionEntriesToChatEvents(entries, options) {
         const message = entry.message;
         const messageId = entry.id;
         if (message.role === "user") {
-            events.push({
-                type: "message.created",
-                sessionId: options.sessionId,
-                messageId,
-                role: "user",
-                seq: seq++,
-            });
-            const completedEvent = {
-                type: "message.completed",
-                sessionId: options.sessionId,
-                messageId,
-                content: userMessageContent(message.content, pendingOriginalInput),
-                ...(pendingOriginalAttachments.length > 0
-                    ? { attachments: pendingOriginalAttachments }
-                    : {}),
-                seq: seq++,
-            };
-            events.push(completedEvent);
-            lastUserCompletedEventIndex = events.length - 1;
-            lastEntryWasUserMessage = true;
+            const workflowStep = workflowSteps.get(messageId);
+            if (!workflowStep || workflowStep.preserveUserTurn) {
+                events.push({
+                    type: "message.created",
+                    sessionId: options.sessionId,
+                    messageId,
+                    role: "user",
+                    seq: seq++,
+                });
+                const completedEvent = {
+                    type: "message.completed",
+                    sessionId: options.sessionId,
+                    messageId,
+                    content: userMessageContent(message.content, pendingOriginalInput),
+                    ...(pendingOriginalAttachments.length > 0
+                        ? { attachments: pendingOriginalAttachments }
+                        : {}),
+                    seq: seq++,
+                };
+                events.push(completedEvent);
+                lastUserCompletedEventIndex = events.length - 1;
+                lastEntryWasUserMessage = true;
+            }
+            else {
+                lastEntryWasUserMessage = false;
+            }
+            if (workflowStep) {
+                events.push({
+                    type: "custom.message",
+                    sessionId: options.sessionId,
+                    messageId: `workflow-step-${messageId}`,
+                    customType: "opencandle-workflow-step",
+                    content: userMessageContent(message.content, null),
+                    details: workflowStep,
+                    seq: seq++,
+                });
+            }
             pendingOriginalInput = null;
             pendingOriginalAttachments = [];
             continue;
@@ -165,6 +183,113 @@ export function sessionEntriesToChatEvents(entries, options) {
     }
     return events;
 }
+function workflowStepMetadata(entries) {
+    const groups = [];
+    let activeGroup = null;
+    let pendingOriginalInput = false;
+    let awaitingValidationPrompt = false;
+    for (const entry of entries) {
+        if (isCustomEntry(entry, "opencandle-workflow")) {
+            activeGroup = [];
+            groups.push(activeGroup);
+            pendingOriginalInput = false;
+            awaitingValidationPrompt = false;
+            continue;
+        }
+        if (isOriginalInputEntry(entry)) {
+            if (awaitingValidationPrompt) {
+                activeGroup = null;
+                awaitingValidationPrompt = false;
+            }
+            if (activeGroup)
+                pendingOriginalInput = true;
+            continue;
+        }
+        if (entry.type === "message" && entry.message.role === "user") {
+            if (activeGroup) {
+                const candidate = {
+                    messageId: entry.id,
+                    preserveUserTurn: pendingOriginalInput,
+                };
+                if (awaitingValidationPrompt) {
+                    candidate.stage = "validation";
+                    candidate.label = "Validation and synthesis";
+                }
+                activeGroup.push(candidate);
+                if (awaitingValidationPrompt) {
+                    activeGroup = null;
+                    awaitingValidationPrompt = false;
+                }
+            }
+            pendingOriginalInput = false;
+            continue;
+        }
+        if (isCustomEntry(entry, "opencandle-analyst-step")) {
+            const data = customEntryData(entry);
+            const stage = stringField(data, "stage") ?? "analysis";
+            assignPendingWorkflowSteps(activeGroup, stage, workflowStepLabel(stage, data));
+            continue;
+        }
+        if (isCustomEntry(entry, "opencandle-validation")) {
+            assignPendingWorkflowSteps(activeGroup, "validation", "Validation and synthesis");
+            awaitingValidationPrompt = activeGroup !== null;
+            pendingOriginalInput = false;
+        }
+    }
+    const metadata = new Map();
+    for (const group of groups) {
+        group.forEach((candidate, index) => {
+            metadata.set(candidate.messageId, {
+                label: candidate.label ?? "Workflow step",
+                stage: candidate.stage ?? "workflow",
+                step: index + 1,
+                total: group.length,
+                preserveUserTurn: candidate.preserveUserTurn,
+            });
+        });
+    }
+    return metadata;
+}
+function assignPendingWorkflowSteps(group, stage, label) {
+    if (!group)
+        return;
+    for (let index = group.length - 1; index >= 0; index -= 1) {
+        const candidate = group[index];
+        if (candidate.stage)
+            continue;
+        candidate.stage = stage;
+        candidate.label = label;
+        return;
+    }
+}
+function workflowStepLabel(stage, data) {
+    const role = stringField(data, "role");
+    if (stage.startsWith("analyst_")) {
+        return `${sentenceCase(role ?? stage.slice("analyst_".length))} analyst`;
+    }
+    if (stage === "debate_bull")
+        return "Bull researcher";
+    if (stage === "debate_bear")
+        return "Bear researcher";
+    if (stage === "debate_rebuttal")
+        return "Debate rebuttal";
+    return sentenceCase(stage.replaceAll("_", " "));
+}
+function sentenceCase(value) {
+    const normalized = value.trim().toLowerCase();
+    return normalized ? `${normalized[0].toUpperCase()}${normalized.slice(1)}` : "Workflow step";
+}
+function isCustomEntry(entry, customType) {
+    return entry.type === "custom" && entry.customType === customType;
+}
+function customEntryData(entry) {
+    const data = entry.data;
+    return typeof data === "object" && data !== null ? data : {};
+}
+function stringField(data, field) {
+    const value = data[field];
+    return typeof value === "string" && value.trim() ? value.trim() : undefined;
+}
 function applyOriginalInput(event, originalInput, attachments) {
     if (event?.type !== "message.completed")
         return;

package/dist/gui/server/history-snapshot-store.d.ts

@@ -0,0 +1,8 @@
+export declare class HistorySnapshotStore<T> {
+    private readonly maxAgeMs;
+    private readonly now;
+    private readonly entries;
+    constructor(maxAgeMs?: number, now?: () => number);
+    get(key: string, build: () => Promise<T>): Promise<T>;
+    clear(): void;
+}