opencandle 0.2.0 → 0.3.0

package/dist/pi/setup.js

@@ -1,33 +1,30 @@
 import { LoginDialogComponent, } from "@mariozechner/pi-coding-agent";
-import { getFinanceProviderReadiness, loadFileConfig, saveFileConfig, } from "../config.js";
-import { openInBrowser } from "../infra/open-url.js";
-import { ONBOARDING_VERSION, loadOnboardingState, saveOnboardingState } from "../onboarding/state.js";
-const SETUP_STATUS_KEY = "opencandle-setup";
-const ALPHA_VANTAGE_SIGNUP_URL = "https://www.alphavantage.co/support/#api-key";
-const FRED_SIGNUP_URL = "https://fredaccount.stlouisfed.org/apikeys";
-function renderSetupHeader(title, body) {
-    return (_tui, theme) => ({
-        render() {
-            return [
-                "",
-                theme.bold(theme.fg("accent", "OpenCandle Setup")),
-                theme.fg("muted", title),
-                "",
-                ...body.map((line) => theme.fg("dim", line)),
-                "",
-            ];
-        },
-        invalidate() { },
-    });
-}
-function setSetupChrome(ctx, title, body) {
-    ctx.ui.setHeader(renderSetupHeader(title, body));
-    ctx.ui.setStatus(SETUP_STATUS_KEY, title);
-}
-function clearSetupChrome(ctx) {
-    ctx.ui.setHeader(undefined);
-    ctx.ui.setStatus(SETUP_STATUS_KEY, undefined);
-}
+/**
+ * Registry of "fast default" models for each LLM auth provider. After a fresh
+ * sign-in we try to activate the default without opening a picker, falling back
+ * to the picker if the registry doesn't have a match available. Keys are auth
+ * provider ids (as passed to `authStorage.set`); values are `{ provider, id }`
+ * tuples matching `Model.provider` / `Model.id` fields in the Pi model registry.
+ *
+ * Models here are intentionally mid-tier (flash/haiku/mini) — the goal is a
+ * quick-to-respond first chat, not the flagship. Users can swap models later
+ * via Pi's built-in model picker.
+ */
+const DEFAULT_LLM_MODELS = {
+    // API-key providers
+    google: { provider: "google", id: "gemini-2.5-flash" },
+    openai: { provider: "openai", id: "gpt-5-mini" },
+    anthropic: { provider: "anthropic", id: "claude-haiku-4-5" },
+    // OAuth providers
+    "google-gemini-cli": { provider: "google-gemini-cli", id: "gemini-2.5-flash" },
+    "openai-codex": { provider: "openai-codex", id: "gpt-5.1-codex-mini" },
+};
+/** Human-readable labels for the three API-key providers, used in preamble copy. */
+const API_KEY_PROVIDER_LABELS = {
+    google: "Google Gemini",
+    openai: "OpenAI",
+    anthropic: "Anthropic",
+};
 function sortModels(models, preferredProvider) {
     return [...models].sort((a, b) => {
         const aPreferred = preferredProvider && a.provider === preferredProvider ? -1 : 0;
@@ -163,7 +160,9 @@ async function runLoginDialog(ctx, providerId) {
     return false;
 }
 async function runApiKeySetup(ctx, provider) {
-    const key = await ctx.ui.input("Paste your API key", "sk-...");
+    const label = API_KEY_PROVIDER_LABELS[provider];
+    ctx.ui.notify(`OpenCandle stores your ${label} API key locally and only sends it to ${label}.`, "info");
+    const key = await ctx.ui.input(`Paste your ${label} API key for OpenCandle`, "sk-...");
     const trimmed = key?.trim();
     if (!trimmed) {
         ctx.ui.notify("No API key entered.", "warning");
@@ -171,7 +170,32 @@ async function runApiKeySetup(ctx, provider) {
     }
     ctx.modelRegistry.authStorage.set(provider, { type: "api_key", key: trimmed });
     ctx.modelRegistry.refresh();
-    ctx.ui.notify("API key saved.", "info");
+    ctx.ui.notify(`${label} API key saved to OpenCandle.`, "info");
+    return true;
+}
+/**
+ * Attempt to activate the registered default model for `authProviderId`.
+ * Returns `true` on success, `false` if no default is registered, the default
+ * isn't currently available in `getAvailable()`, or `api.setModel` fails (in
+ * which case the caller should fall through to the model picker).
+ */
+async function activateDefaultModel(api, ctx, authProviderId) {
+    const defaultModel = DEFAULT_LLM_MODELS[authProviderId];
+    if (!defaultModel) {
+        return false;
+    }
+    ctx.modelRegistry.refresh();
+    const match = ctx.modelRegistry
+        .getAvailable()
+        .find((candidate) => candidate.provider === defaultModel.provider && candidate.id === defaultModel.id);
+    if (!match) {
+        return false;
+    }
+    const ok = await api.setModel(match);
+    if (!ok) {
+        return false;
+    }
+    ctx.ui.notify(`Model selected: ${match.provider}/${match.id}`, "info");
     return true;
 }
 async function selectModel(api, ctx, preferredProvider) {
@@ -204,10 +228,6 @@ async function runLlmSetup(api, ctx, mode) {
             return "ready";
         }
         if (requirement === "select_model") {
-            setSetupChrome(ctx, "Choose an AI model", [
-                "You already have at least one Pi-connected provider.",
-                "Pick the model OpenCandle should use for chat and analysis.",
-            ]);
             const selected = await selectModel(api, ctx);
             if (selected) {
                 return "ready";
@@ -223,15 +243,7 @@ async function runLlmSetup(api, ctx, mode) {
             }
             continue;
         }
-        setSetupChrome(ctx, "Connect an AI model", [
-            "Welcome to OpenCandle.",
-            "Choose sign-in or paste an API key to enable chat and analysis.",
-        ]);
-        const choice = await ctx.ui.select("Welcome to OpenCandle", [
-            "Sign in",
-            "Paste API key",
-            "Exit setup",
-        ]);
+        const choice = await ctx.ui.select("Welcome to OpenCandle — sign in or paste an API key to start chatting", ["Sign in", "Paste API key", "Exit setup"]);
         if (choice !== "Sign in" && choice !== "Paste API key") {
             if (mode === "startup") {
                 ctx.ui.notify("OpenCandle needs an AI model before chat can start.", "warning");
@@ -253,6 +265,11 @@ async function runLlmSetup(api, ctx, mode) {
             if (!loggedIn) {
                 continue;
             }
+            // Try the registered default for the provider we just signed into —
+            // this is the fast path that avoids the model picker entirely.
+            if (await activateDefaultModel(api, ctx, providerId)) {
+                return "ready";
+            }
             const selected = await selectModel(api, ctx, providerId);
             if (selected) {
                 return "ready";
@@ -267,91 +284,21 @@ async function runLlmSetup(api, ctx, mode) {
         if (!saved) {
             continue;
         }
+        // Try the registered default for the provider we just pasted a key for.
+        if (await activateDefaultModel(api, ctx, provider)) {
+            return "ready";
+        }
         const selected = await selectModel(api, ctx, provider);
         if (selected) {
             return "ready";
         }
     }
 }
-function hasFinanceKeys(readiness) {
-    return readiness.hasAlphaVantage && readiness.hasFred;
-}
-function upsertFinanceKey(config, provider, apiKey) {
-    return {
-        ...config,
-        providers: {
-            ...config.providers,
-            [provider]: {
-                ...(config.providers?.[provider] ?? {}),
-                apiKey,
-            },
-        },
-    };
-}
-async function runFinanceSetup(ctx, forcePrompt) {
-    const fileConfig = loadFileConfig();
-    const readiness = getFinanceProviderReadiness();
-    if (hasFinanceKeys(readiness)) {
-        saveOnboardingState({ version: ONBOARDING_VERSION, financeSetupStatus: "completed" });
-        return;
-    }
-    const onboardingState = loadOnboardingState();
-    if (!forcePrompt &&
-        (onboardingState.financeSetupStatus === "dismissed" ||
-            onboardingState.financeSetupStatus === "completed")) {
-        return;
-    }
-    setSetupChrome(ctx, "Connect market data providers", [
-        "Alpha Vantage unlocks fundamentals, earnings, and DCF.",
-        "FRED unlocks interest rates, inflation, and macro data.",
-    ]);
-    const choice = await ctx.ui.select("Connect market data providers (optional)", [
-        "Yes",
-        "Skip for now",
-    ]);
-    if (choice !== "Yes") {
-        saveOnboardingState({ version: ONBOARDING_VERSION, financeSetupStatus: "dismissed" });
-        return;
-    }
-    let nextConfig = fileConfig;
-    let nextReadiness = readiness;
-    if (!nextReadiness.hasAlphaVantage) {
-        await openInBrowser(ALPHA_VANTAGE_SIGNUP_URL).catch(() => { });
-        ctx.ui.notify("Opening Alpha Vantage signup in your browser...", "info");
-        const alphaKey = await ctx.ui.input("Alpha Vantage API key (optional)", "Enter key or leave blank");
-        const trimmed = alphaKey?.trim();
-        if (trimmed) {
-            nextConfig = upsertFinanceKey(nextConfig, "alphaVantage", trimmed);
-            nextReadiness = { ...nextReadiness, hasAlphaVantage: true };
-        }
-    }
-    if (!nextReadiness.hasFred) {
-        await openInBrowser(FRED_SIGNUP_URL).catch(() => { });
-        ctx.ui.notify("Opening FRED API key page in your browser...", "info");
-        const fredKey = await ctx.ui.input("FRED API key (optional)", "Enter key or leave blank");
-        const trimmed = fredKey?.trim();
-        if (trimmed) {
-            nextConfig = upsertFinanceKey(nextConfig, "fred", trimmed);
-            nextReadiness = { ...nextReadiness, hasFred: true };
-        }
-    }
-    if (nextConfig !== fileConfig) {
-        saveFileConfig(nextConfig);
-    }
-    const status = hasFinanceKeys(nextReadiness) ? "completed" : "dismissed";
-    saveOnboardingState({ version: ONBOARDING_VERSION, financeSetupStatus: status });
-}
 export async function runOpenCandleSetup(api, ctx, options = { mode: "startup" }) {
     const initialRequirement = getLlmSetupRequirement(ctx);
     if (initialRequirement !== "ready" || options.mode === "manual") {
-        const result = await runLlmSetup(api, ctx, options.mode);
-        if (result === "shutdown" || result === "cancelled") {
-            clearSetupChrome(ctx);
-            return result;
-        }
+        return runLlmSetup(api, ctx, options.mode);
     }
-    await runFinanceSetup(ctx, options.forceFinancePrompt ?? options.mode === "manual");
-    clearSetupChrome(ctx);
     return "ready";
 }
 //# sourceMappingURL=setup.js.map

package/dist/pi/setup.js.map

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package/dist/prompts/context-builder.js

@@ -95,7 +95,8 @@ const TOOL_CATALOG = `## Available Tools
 - **Fundamentals**: get_company_overview, get_financials, get_earnings, compute_dcf, compare_companies, get_sec_filings — company financials, valuation metrics, DCF intrinsic value, peer comparison, and SEC EDGAR filings (10-K, 10-Q, 8-K)
 - **Technical Analysis**: get_technical_indicators, backtest_strategy — SMA, EMA, RSI, MACD, Bollinger Bands, OBV, VWAP computed from price data, plus simple strategy backtesting
 - **Macro**: get_economic_data, get_fear_greed — FRED economic indicators and market sentiment
-- **Sentiment**: get_reddit_sentiment, get_reddit_discussions — retail sentiment from financial Reddit communities
+- **Sentiment**: get_reddit_sentiment, get_twitter_sentiment, get_web_sentiment, get_sentiment_trend, get_sentiment_summary — retail and news sentiment from Reddit, Twitter/X, and web sources with historical trends and cross-source divergence detection
+- **Web Search**: search_web — breaking news, earnings context, company events, regulatory developments. When a dedicated tool can answer the question (quotes, fundamentals, earnings, macro, SEC filings, sentiment), use that tool instead — do not add search_web as a supplementary source for data available through dedicated tools
 - **Options**: get_option_chain — full options chain with strikes, bids/asks, volume, OI, IV, and computed Greeks (delta, gamma, theta, vega, rho)
 - **Portfolio**: track_portfolio, analyze_risk, manage_watchlist, analyze_correlation, track_prediction — position tracking, P&L, Sharpe ratio, VaR, watchlist with price alerts, correlation matrix, and prediction tracking with accuracy scoring
 - **User Interaction**: ask_user — ask the user a clarification question when their request is ambiguous or missing key details`;

package/dist/prompts/context-builder.js.map

@@ -1 +1 @@
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package/dist/providers/alpha-vantage.js

@@ -1,8 +1,22 @@
-import { httpGet } from "../infra/http-client.js";
+import { httpGet, HttpError } from "../infra/http-client.js";
 import { cache, TTL, STALE_LIMIT } from "../infra/cache.js";
 import { rateLimiter } from "../infra/rate-limiter.js";
+import { ProviderCredentialError } from "./provider-credential-error.js";
 const BASE_URL = "https://www.alphavantage.co/query";
 const MISSING_OVERVIEW_TTL = 15 * 60_000;
+/**
+ * Detects authentication failures in HTTP errors and re-throws them as a
+ * typed `ProviderCredentialError` so the tool layer can convert them into
+ * a `[OPENCANDLE_CREDENTIAL_REQUIRED ...]` tagged content block.
+ *
+ * Call from every catch block in this module BEFORE any stale-cache fallback
+ * so that a real 401/403 does not silently get masked by cached data.
+ */
+function throwIfAuthError(error) {
+    if (error instanceof HttpError && (error.status === 401 || error.status === 403)) {
+        throw new ProviderCredentialError("alpha_vantage", "stale", error.status);
+    }
+}
 function buildUrl(fn, params, apiKey) {
     const qs = new URLSearchParams({ function: fn, ...params, apikey: apiKey });
     return `${BASE_URL}?${qs}`;
@@ -47,6 +61,7 @@ export async function getOverview(symbol, apiKey) {
         return result;
     }
     catch (error) {
+        throwIfAuthError(error);
         const stale = cache.getStale(cacheKey, STALE_LIMIT.FUNDAMENTALS);
         if (stale)
             return stale.value;
@@ -74,6 +89,7 @@ export async function getEarnings(symbol, apiKey) {
         return result;
     }
     catch (error) {
+        throwIfAuthError(error);
         const stale = cache.getStale(cacheKey, STALE_LIMIT.FUNDAMENTALS);
         if (stale)
             return stale.value;
@@ -123,6 +139,7 @@ export async function getFinancials(symbol, apiKey) {
         return statements;
     }
     catch (error) {
+        throwIfAuthError(error);
         const stale = cache.getStale(cacheKey, STALE_LIMIT.FUNDAMENTALS);
         if (stale)
             return stale.value;
@@ -168,6 +185,7 @@ export async function getGlobalQuote(symbol, apiKey) {
         return result;
     }
     catch (error) {
+        throwIfAuthError(error);
         const stale = cache.getStale(cacheKey, STALE_LIMIT.QUOTE);
         if (stale)
             return stale.value;
@@ -205,6 +223,7 @@ export async function getDailyHistory(symbol, apiKey, range = "6mo") {
         return ohlcv;
     }
     catch (error) {
+        throwIfAuthError(error);
         const stale = cache.getStale(cacheKey, STALE_LIMIT.HISTORY);
         if (stale)
             return stale.value;

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package/dist/providers/exa-search.d.ts

@@ -0,0 +1,39 @@
+import type { WebSearchEnvelope } from "../types/sentiment.js";
+import type { WebSearchOpts } from "./web-search.js";
+declare function enrichQueryForMcp(query: string, freshness: WebSearchOpts["freshness"]): string;
+interface McpRpcResponse {
+    result?: {
+        content?: Array<{
+            type?: string;
+            text?: string;
+            _meta?: Record<string, unknown>;
+        }>;
+    };
+    error?: {
+        code?: number;
+        message?: string;
+    };
+}
+declare function extractJsonRpcPayload(body: string, contentType: string): McpRpcResponse;
+interface ParsedResult {
+    title: string;
+    url: string;
+    published: string | null;
+    snippet: string;
+}
+declare function parseMcpResultBlocks(text: string): ParsedResult[];
+interface ExaApiResult {
+    title?: string;
+    url?: string;
+    publishedDate?: string;
+    text?: string;
+    highlights?: string[];
+}
+interface ExaApiResponse {
+    results?: ExaApiResult[];
+}
+declare function mapApiResults(results: ExaApiResult[]): ParsedResult[];
+declare function filterByFreshness(results: ParsedResult[], freshness: WebSearchOpts["freshness"]): ParsedResult[];
+export declare function exaSearch(query: string, opts: WebSearchOpts): Promise<WebSearchEnvelope>;
+export { parseMcpResultBlocks, extractJsonRpcPayload, enrichQueryForMcp, filterByFreshness, mapApiResults, };
+export type { ParsedResult, McpRpcResponse, ExaApiResponse };