opencandle 0.2.0 → 0.3.0

package/dist/onboarding/validation.js

@@ -0,0 +1,117 @@
+// Pre-persist credential validation for OpenCandle data providers.
+//
+// Each `validateCredential` call makes a single cheap request to the
+// provider's canonical API with the pasted key and classifies the response
+// into one of three states:
+//
+//   - `valid`      — provider accepted the credential (persist it)
+//   - `invalid`    — provider rejected the credential (do NOT persist;
+//                    re-prompt or return a classified failure)
+//   - `transient`  — network/timeout/server error (persist anyway; the next
+//                    tool call will surface any real issue and re-open the
+//                    prompt via the credential-required tag)
+//
+// The endpoint chosen for each provider is the cheapest one available that
+// also exercises the auth header/query param — we don't pay for meaningful
+// data, just "did the server like the key". Alpha Vantage is a special case:
+// it returns HTTP 200 even for bad keys, with an `Error Message` or
+// `Information` field in the JSON body, so the body must be inspected.
+//
+// All validators share a 5-second timeout via `AbortSignal.timeout` so the
+// connect flow cannot hang if a provider is unreachable.
+const VALIDATION_TIMEOUT_MS = 5_000;
+async function validateWithFetch(url, init, classifyBody) {
+    try {
+        const response = await fetch(url, {
+            ...init,
+            signal: AbortSignal.timeout(VALIDATION_TIMEOUT_MS),
+        });
+        // Hard auth failures — the key is definitively bad.
+        if (response.status === 401 || response.status === 403) {
+            return { status: "invalid", httpStatus: response.status };
+        }
+        // FRED returns 400 with an `error_message` for bad keys.
+        if (response.status === 400) {
+            return { status: "invalid", httpStatus: 400 };
+        }
+        // 5xx and other non-2xx — treat as transient. Don't block the user on a
+        // provider outage; the next real tool call will surface a fresh error.
+        if (!response.ok) {
+            return { status: "transient", reason: `HTTP ${response.status}` };
+        }
+        // Body-level classification for providers that return 200 with an error
+        // shape (Alpha Vantage).
+        if (classifyBody) {
+            const body = await response.text();
+            const classified = classifyBody(body);
+            if (classified)
+                return classified;
+        }
+        return { status: "valid" };
+    }
+    catch (err) {
+        const reason = err instanceof Error ? err.message : String(err);
+        return { status: "transient", reason };
+    }
+}
+/**
+ * Alpha Vantage returns HTTP 200 with an error shape in the JSON body when
+ * the key is bad. Two fields to watch for:
+ *   - `Error Message`: indicates a malformed query OR an invalid key
+ *   - `Information`: used for rate-limit messages AND for "Invalid API key"
+ *
+ * The rate-limit form of `Information` is NOT an invalid-key signal, so we
+ * only match when the string mentions "invalid api".
+ */
+function classifyAlphaVantageBody(body) {
+    try {
+        const parsed = JSON.parse(body);
+        const errorMessage = parsed["Error Message"];
+        if (typeof errorMessage === "string" && errorMessage.length > 0) {
+            return { status: "invalid", message: errorMessage };
+        }
+        const information = parsed["Information"];
+        if (typeof information === "string" && /invalid api/i.test(information)) {
+            return { status: "invalid", message: information };
+        }
+    }
+    catch {
+        // Non-JSON body — fall through and trust the HTTP status.
+    }
+    return undefined;
+}
+/**
+ * Validate a pasted credential against the provider's API. Returns a
+ * ValidationResult describing whether the key should be persisted.
+ *
+ * This function is side-effect-free beyond the network call: it does not
+ * touch the config file, onboarding state, or any in-memory cache.
+ */
+export async function validateCredential(providerId, key) {
+    switch (providerId) {
+        case "alpha_vantage":
+            return validateWithFetch(`https://www.alphavantage.co/query?function=GLOBAL_QUOTE&symbol=IBM&apikey=${encodeURIComponent(key)}`, { method: "GET" }, classifyAlphaVantageBody);
+        case "fred":
+            return validateWithFetch(`https://api.stlouisfed.org/fred/series?series_id=GDP&api_key=${encodeURIComponent(key)}&file_type=json`, { method: "GET" });
+        case "finnhub":
+            return validateWithFetch(`https://finnhub.io/api/v1/quote?symbol=AAPL&token=${encodeURIComponent(key)}`, { method: "GET" });
+        case "brave":
+            return validateWithFetch("https://api.search.brave.com/res/v1/web/search?q=test&count=1", {
+                method: "GET",
+                headers: {
+                    "X-Subscription-Token": key,
+                    Accept: "application/json",
+                },
+            });
+        case "exa":
+            return validateWithFetch("https://api.exa.ai/search", {
+                method: "POST",
+                headers: {
+                    "Content-Type": "application/json",
+                    "x-api-key": key,
+                },
+                body: JSON.stringify({ query: "test", numResults: 1 }),
+            });
+    }
+}
+//# sourceMappingURL=validation.js.map

package/dist/onboarding/validation.js.map

@@ -0,0 +1 @@
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package/dist/pi/opencandle-extension.js

@@ -7,8 +7,31 @@ import { getOpenCandleToolDefinitions } from "./tool-adapter.js";
 import { registerAskUserTool } from "../tools/interaction/ask-user.js";
 import { registerTwitterLoginTool } from "../tools/interaction/twitter-login.js";
 import { SessionCoordinator } from "../runtime/session-coordinator.js";
+import { getProvider, } from "../onboarding/providers.js";
+import { loadOnboardingState, saveOnboardingState, markProviderSnoozed, markProviderNeverAsk, markWelcomeShown, shouldShowWelcome, } from "../onboarding/state.js";
+import { parseToolTag, buildSkippedTag, buildConnectedTag } from "../onboarding/tool-tags.js";
+import { resolveCredentialRequired } from "../onboarding/credential-interceptor.js";
+import { createDegradationAccumulator } from "../onboarding/degradation-accumulator.js";
+import { promptUser } from "../onboarding/prompt-user.js";
+import { runProviderConnect } from "../onboarding/connect.js";
 export default function openCandleExtension(pi, options) {
     const coordinator = new SessionCoordinator();
+    // Credential-interception state. Lifetime:
+    //   `sessionPromptedSet` — cleared on session_start, persists across turns
+    //      within a session so users don't get re-prompted after picking
+    //      "continue without".
+    //   `hardPromptFiredInWorkflow` — reset on turn_start (the nearest clean
+    //      boundary for a single user request). Enforces the "at most one hard
+    //      prompt per workflow" cap.
+    //   `degradationAccumulator` — per-turn record of soft-tier providers that
+    //      fell back to their keyless alternative. Reset on turn_start; flushed
+    //      on turn_end via `pi.appendEntry("opencandle-turn-gap", ...)` for
+    //      session observability. Does NOT pause the workflow or mutate tool
+    //      results inline — soft-degraded tags remain visible to the LLM so its
+    //      final answer can surface them in a **Data gaps** section.
+    const sessionPromptedSet = new Set();
+    let hardPromptFiredInWorkflow = false;
+    const degradationAccumulator = createDegradationAccumulator();
     // Register tools
     for (const tool of getOpenCandleToolDefinitions()) {
         pi.registerTool(tool);
@@ -28,26 +51,302 @@ export default function openCandleExtension(pi, options) {
             coordinator.executeWorkflow(pi, definition, ctx);
         },
     });
-    // /setup command
+    // /setup command — reconfigure the OpenCandle AI model (sign-in / API key).
+    // Data providers are configured separately via `/connect`.
     pi.registerCommand("setup", {
-        description: "Run OpenCandle setup for your AI model and market data providers",
+        description: "Reconfigure the OpenCandle AI model (sign-in or API key)",
         handler: async (_args, ctx) => {
-            const result = await coordinator.runSetup(pi, ctx, { mode: "manual", forceFinancePrompt: true });
+            const result = await coordinator.runSetup(pi, ctx, { mode: "manual" });
             if (result === "ready") {
                 ctx.ui.notify("OpenCandle setup complete.", "info");
             }
         },
     });
+    // /connect command — reconfigurable sectioned setup for data providers.
+    // `/connect` with no args opens a picker listing all providers.
+    // `/connect <alias|id|category>` routes to a specific provider (or a
+    // sub-picker for multi-provider categories like "search").
+    pi.registerCommand("connect", {
+        description: "Connect a data provider (Alpha Vantage, FRED, Finnhub, Brave, Exa)",
+        handler: async (args, ctx) => {
+            const { listAllProviders, resolveProviderFromArgument, hasCredential } = await import("../onboarding/providers.js");
+            const formatState = (id) => {
+                const state = loadOnboardingState().providers[id];
+                if (state?.status === "completed")
+                    return "Configured";
+                if (state?.status === "snoozed") {
+                    return `Snoozed until ${state.snoozeUntil.slice(0, 10)}`;
+                }
+                if (state?.status === "never_ask")
+                    return "Never-ask";
+                if (hasCredential(id))
+                    return "Configured (via env)";
+                return "Not configured";
+            };
+            const pickProvider = async (providers) => {
+                const labels = providers.map((p) => `${p.displayName} — ${p.unlocks.slice(0, 2).join(", ")} [${formatState(p.id)}]`);
+                const choice = await ctx.ui.select("Which provider would you like to connect?", labels);
+                if (choice === undefined)
+                    return undefined;
+                const index = labels.indexOf(choice);
+                return providers[index]?.id;
+            };
+            const trimmed = args.trim();
+            let targetId;
+            if (trimmed === "") {
+                // Bare /connect → full picker.
+                targetId = await pickProvider(listAllProviders());
+            }
+            else {
+                const resolved = resolveProviderFromArgument(trimmed);
+                if (!resolved) {
+                    const all = listAllProviders()
+                        .map((p) => `  ${p.displayName} (${p.aliases.join(", ")})`)
+                        .join("\n");
+                    ctx.ui.notify(`Unknown provider: "${trimmed}". Available:\n${all}`, "warning");
+                    return;
+                }
+                if (Array.isArray(resolved)) {
+                    // Multi-provider category — show a sub-picker.
+                    targetId = await pickProvider(resolved);
+                }
+                else {
+                    targetId = resolved.id;
+                }
+            }
+            if (!targetId) {
+                ctx.ui.notify("Connect cancelled.", "info");
+                return;
+            }
+            const result = await runProviderConnect(ctx, targetId);
+            if (result.status === "connected") {
+                ctx.ui.notify(`${getProvider(targetId).displayName} is now connected.`, "info");
+            }
+            else if (result.status === "cancelled") {
+                ctx.ui.notify("Connect cancelled.", "info");
+            }
+            // "blocked_by_env" already notifies from inside runProviderConnect.
+        },
+    });
     // Session start
     pi.on("session_start", async (_event, ctx) => {
         coordinator.initSession(ctx.sessionManager.getSessionId());
+        sessionPromptedSet.clear();
+        hardPromptFiredInWorkflow = false;
         if (!ctx.hasUI)
             return;
         const result = await coordinator.runSetup(pi, ctx, { mode: "startup" });
         if (result === "shutdown") {
             return;
         }
-        ctx.ui.notify("OpenCandle finance mode. Try /analyze NVDA or ask for quotes, options, macro, or portfolio analysis.", "info");
+        // One-shot welcome on the very first session (gated on welcomeShownAt).
+        // Uses `pi.sendMessage` with `display: true` so the welcome lands in the
+        // chat transcript (persistent, scrollable) rather than a transient
+        // `ctx.ui.notify` banner.
+        const state = loadOnboardingState();
+        if (shouldShowWelcome(state, ctx.hasUI)) {
+            const WELCOME_BODY = "Welcome to OpenCandle. I'm your AI copilot for market analysis.\n\n" +
+                "Try something like:\n" +
+                "  • analyze NVDA          — full deep-dive on a ticker\n" +
+                "  • quote TSLA            — just the price and daily move\n" +
+                "  • how's bitcoin?        — crypto\n" +
+                "  • what's r/wallstreetbets saying about META?   — social sentiment\n\n" +
+                "You're running with just an LLM right now, which covers most of what\n" +
+                "people want. For fundamentals, economic data, or premium news you'll\n" +
+                "need a few free API keys — I'll offer to help when they'd actually\n" +
+                "make a difference, or run /connect anytime.";
+            pi.sendMessage({
+                customType: "opencandle-welcome",
+                content: [{ type: "text", text: WELCOME_BODY }],
+                display: true,
+            });
+            saveOnboardingState(markWelcomeShown(state));
+        }
+        else {
+            ctx.ui.notify("OpenCandle ready. Try /analyze NVDA or /connect to add data providers.", "info");
+        }
+    });
+    // Reset the per-workflow prompt cap AND the degradation accumulator on each
+    // new turn. One user request = one workflow invocation = at most one hard
+    // prompt and one combined soft-degradation annotation.
+    pi.on("turn_start", async () => {
+        hardPromptFiredInWorkflow = false;
+        degradationAccumulator.reset();
+    });
+    // At turn_end, flush the soft-degradation accumulator to a session entry so
+    // downstream consumers (UI renderers, debug inspectors, later turns) can see
+    // which soft providers fell back during this turn. The LLM has already
+    // emitted its answer by the time this fires, so the per-tool-result
+    // soft-degraded tags remain the primary carrier for the in-turn gap note.
+    pi.on("turn_end", async () => {
+        if (degradationAccumulator.isEmpty())
+            return;
+        const state = loadOnboardingState();
+        const annotation = degradationAccumulator.buildCombinedAnnotation(state);
+        if (annotation !== null) {
+            pi.appendEntry("opencandle-turn-gap", { annotation });
+        }
+        degradationAccumulator.reset();
+    });
+    // Intercept tool results for credential-required and soft-degraded tags.
+    pi.on("tool_result", async (event, ctx) => {
+        // First pass: record any soft-degradation tags in the per-turn accumulator
+        // WITHOUT mutating the tool result (the inline tag stays visible to the
+        // LLM so it can surface the gap in its final answer). Multiple tags per
+        // tool-result block are deduplicated by the accumulator's Set.
+        for (const block of event.content) {
+            if (block.type !== "text")
+                continue;
+            const parsed = parseToolTag(block.text);
+            if (parsed?.kind === "soft_degraded") {
+                degradationAccumulator.record(parsed.provider);
+            }
+        }
+        // Second pass: look for a credential-required tag; on match, run the
+        // interception decision and either replace the tool result or prompt
+        // the user. Only the first credential_required tag in the content list
+        // is acted on — subsequent hard-tier prompts are silenced by the
+        // per-workflow cap at the decision-function level.
+        for (const block of event.content) {
+            if (block.type !== "text")
+                continue;
+            const parsed = parseToolTag(block.text);
+            if (!parsed || parsed.kind !== "credential_required")
+                continue;
+            const state = loadOnboardingState();
+            const action = resolveCredentialRequired({
+                provider: parsed.provider,
+                reason: parsed.reason,
+                state,
+                sessionPromptedSet,
+                hardPromptFiredInWorkflow,
+                now: new Date(),
+            });
+            if (action.action === "skip") {
+                // Replace content with a skipped placeholder so the LLM sees a
+                // neutral gap note instead of the credential-required tag.
+                const descriptor = getProvider(parsed.provider);
+                const remediation = action.silenced
+                    ? `${action.remediation} (silenced)`
+                    : action.remediation;
+                const tag = buildSkippedTag({
+                    provider: parsed.provider,
+                    reason: "credential_not_provided",
+                    remediation,
+                    silenced: action.silenced,
+                });
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: `${tag}\n\n${descriptor.displayName} data was not fetched for this request. ` +
+                                (action.silenced
+                                    ? `You previously asked not to be reminded about this provider.`
+                                    : `To unlock ${descriptor.unlocks.join(", ")}, ${action.remediation}.`),
+                        },
+                    ],
+                };
+            }
+            // action === "prompt": pause and ask the user via promptUser.
+            const descriptor = getProvider(parsed.provider);
+            const connectLabel = `Connect now — ${descriptor.instructionsHint}`;
+            const continueLabel = descriptor.fallbackDescription
+                ? `Continue with ${descriptor.fallbackDescription} for this run`
+                : `Continue without ${descriptor.displayName} for this run`;
+            const snoozeLabel = `Snooze ${descriptor.snoozeDurationDays} days`;
+            const neverLabel = `Never ask again`;
+            const questionBody = `${descriptor.displayName} unlocks ${descriptor.unlocks.join(", ")}. ` +
+                `Free signup takes about 30 seconds. How would you like to proceed?`;
+            // Mark that a hard-tier prompt has now fired in this workflow (for the cap).
+            if (descriptor.tier === "hard") {
+                hardPromptFiredInWorkflow = true;
+            }
+            sessionPromptedSet.add(parsed.provider);
+            const promptResult = await promptUser(ctx, {
+                question: questionBody,
+                questionType: "select",
+                options: [connectLabel, continueLabel, snoozeLabel, neverLabel],
+            }, options?.askUserHandler);
+            if (promptResult.cancelled) {
+                // Treat cancel like "continue without".
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: `${buildSkippedTag({
+                                provider: parsed.provider,
+                                reason: "credential_not_provided",
+                                remediation: `run /connect ${descriptor.aliases[0] ?? descriptor.id} to unlock`,
+                            })}\n\nPrompt was cancelled.`,
+                        },
+                    ],
+                };
+            }
+            const answer = promptResult.answer ?? "";
+            if (answer.startsWith("Connect")) {
+                const connectResult = await runProviderConnect(ctx, parsed.provider);
+                if (connectResult.status === "connected") {
+                    // Pi has no tool re-dispatch API — emit a CONNECTED placeholder so
+                    // the LLM knows the key was just saved and can retry on the next
+                    // turn (or use whatever partial data is in context).
+                    return {
+                        content: [
+                            {
+                                type: "text",
+                                text: `${buildConnectedTag({ provider: parsed.provider })}\n\n` +
+                                    `${descriptor.displayName} was just connected. Please re-run the previous request to fetch the data now that the credential is available.`,
+                            },
+                        ],
+                    };
+                }
+                // Cancelled, blocked-by-env, or invalid_key: fall through to skipped
+                // with a result-specific explanation so the LLM can describe what
+                // just happened in its final answer.
+                const connectOutcomeDescription = connectResult.status === "blocked_by_env"
+                    ? "blocked by an existing environment variable"
+                    : connectResult.status === "invalid_key"
+                        ? `rejected by ${descriptor.displayName} (the key was invalid and nothing was saved)`
+                        : "cancelled";
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: `${buildSkippedTag({
+                                provider: parsed.provider,
+                                reason: "credential_not_provided",
+                                remediation: `run /connect ${descriptor.aliases[0] ?? descriptor.id} to unlock`,
+                            })}\n\n${descriptor.displayName} connect was ${connectOutcomeDescription}.`,
+                        },
+                    ],
+                };
+            }
+            if (answer.startsWith("Snooze")) {
+                saveOnboardingState(markProviderSnoozed(state, parsed.provider, descriptor.snoozeDurationDays));
+            }
+            else if (answer.startsWith("Never")) {
+                saveOnboardingState(markProviderNeverAsk(state, parsed.provider));
+            }
+            // "Continue" / fallthrough: no state mutation, just skip.
+            const silenced = answer.startsWith("Never");
+            const remediation = silenced
+                ? `run /connect ${descriptor.aliases[0] ?? descriptor.id} to unlock (silenced)`
+                : `run /connect ${descriptor.aliases[0] ?? descriptor.id} to unlock`;
+            return {
+                content: [
+                    {
+                        type: "text",
+                        text: `${buildSkippedTag({
+                            provider: parsed.provider,
+                            reason: "credential_not_provided",
+                            remediation,
+                            silenced,
+                        })}\n\n${descriptor.displayName} data was omitted per your choice.`,
+                    },
+                ],
+            };
+        }
+        // No OpenCandle tag in this tool result — pass through.
+        return undefined;
     });
     // Input handling — classify intent and dispatch workflows
     pi.on("input", async (event, ctx) => {

package/dist/pi/opencandle-extension.js.map

@@ -1 +1 @@
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package/dist/pi/setup.d.ts

@@ -5,6 +5,5 @@ type SetupResult = "ready" | "shutdown" | "cancelled";
 export declare function getLlmSetupRequirement(ctx: Pick<ExtensionContext, "model" | "modelRegistry">): SetupRequirement;
 export declare function runOpenCandleSetup(api: ExtensionAPI, ctx: ExtensionContext, options?: {
     mode: SetupMode;
-    forceFinancePrompt?: boolean;
 }): Promise<SetupResult>;
 export {};