opencandle 0.2.0 → 0.4.0

package/dist/providers/yahoo-finance.js

@@ -126,31 +126,61 @@ export async function getOptionsChain(symbol, expiration) {
     const { crumb, cookie } = await getYahooCrumb();
     const dateParam = expiration ? `&date=${expiration}` : "";
     const url = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(crumb)}${dateParam}`;
-    let res = await fetch(url, {
-        headers: { "User-Agent": BROWSER_UA, Cookie: cookie },
-    });
-    // On 401 or 429, refresh crumb and retry once
-    if (res.status === 401 || res.status === 429) {
-        clearCrumbCache();
-        const fresh = await getYahooCrumb();
-        const retryUrl = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(fresh.crumb)}${dateParam}`;
-        res = await fetch(retryUrl, {
-            headers: { "User-Agent": BROWSER_UA, Cookie: fresh.cookie },
+    let res = null;
+    let fetchError;
+    try {
+        res = await fetch(url, {
+            headers: { "User-Agent": BROWSER_UA, Cookie: cookie },
         });
     }
+    catch (error) {
+        fetchError = error;
+    }
+    // On 401 or 429, refresh crumb and retry once
+    if (res?.status === 401 || res?.status === 429) {
+        try {
+            clearCrumbCache();
+            const fresh = await getYahooCrumb();
+            const retryUrl = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(fresh.crumb)}${dateParam}`;
+            res = await fetch(retryUrl, {
+                headers: { "User-Agent": BROWSER_UA, Cookie: fresh.cookie },
+            });
+        }
+        catch (error) {
+            fetchError = error;
+            res = null;
+        }
+    }
     // If still failing, fall back to stealth browser (bypasses TLS fingerprinting)
-    if (!res.ok) {
-        const browserData = await fetchOptionsViaBrowser(symbol, expiration);
-        if (browserData) {
-            const chain = parseOptionsResponse(symbol, browserData);
-            cache.set(cacheKey, chain, TTL.OPTIONS_CHAIN);
-            return chain;
+    if (!res?.ok) {
+        let browserError;
+        try {
+            const browserData = await fetchOptionsViaBrowser(symbol, expiration);
+            if (browserData) {
+                const chain = parseOptionsResponse(symbol, browserData);
+                cache.set(cacheKey, chain, TTL.OPTIONS_CHAIN);
+                return chain;
+            }
+        }
+        catch (error) {
+            browserError = error;
         }
         // All fetches failed — try stale cache before giving up
         const stale = cache.getStale(cacheKey, STALE_LIMIT.OPTIONS_CHAIN);
         if (stale)
             return stale.value;
-        throw new Error(`Yahoo Finance options: HTTP ${res.status}`);
+        if (res) {
+            const message = `Yahoo Finance options: HTTP ${res.status}`;
+            if (browserError instanceof Error) {
+                throw new Error(`${message}; browser fallback failed: ${browserError.message}`);
+            }
+            throw new Error(message);
+        }
+        if (browserError instanceof Error) {
+            const message = fetchError instanceof Error ? fetchError.message : "Yahoo Finance options: fetch failed";
+            throw new Error(`${message}; browser fallback failed: ${browserError.message}`);
+        }
+        throw fetchError instanceof Error ? fetchError : new Error("Yahoo Finance options: fetch failed");
     }
     const data = await res.json();
     const chain = parseOptionsResponse(symbol, data);
@@ -227,25 +257,32 @@ function parseOptionsResponse(symbol, data) {
  */
 async function fetchOptionsViaBrowser(symbol, expiration) {
     try {
-        // Establish Yahoo session in browser
-        await StealthBrowser.initSession("https://finance.yahoo.com");
-        // Get crumb + fetch options from within the browser context
+        // Avoid loading the script-heavy Yahoo Finance homepage: Playwright 1.60
+        // can crash on some pageerror payloads emitted by finance.yahoo.com.
+        // Navigating directly to Yahoo's JSON endpoints still uses the browser's
+        // cookies/TLS fingerprint without requiring cross-origin fetch from page JS.
         const dateParam = expiration ? `&date=${expiration}` : "";
-        const data = await StealthBrowser.run(async (page) => {
-            return page.evaluate(async (params) => {
-                const crumbRes = await fetch("https://query2.finance.yahoo.com/v1/test/getcrumb", { credentials: "include" });
-                const crumb = await crumbRes.text();
-                const url = `https://query1.finance.yahoo.com/v7/finance/options/${params.symbol}?crumb=${encodeURIComponent(crumb)}${params.dateParam}`;
-                const res = await fetch(url, { credentials: "include" });
-                if (!res.ok)
-                    return null;
-                return res.json();
-            }, { symbol, dateParam });
+        return await StealthBrowser.run(async (page) => {
+            await page.goto("https://query2.finance.yahoo.com/v1/test/getcrumb", {
+                waitUntil: "domcontentloaded",
+                timeout: 15000,
+            });
+            const crumb = (await page.locator("body").innerText()).trim();
+            if (!crumb)
+                return null;
+            const url = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(crumb)}${dateParam}`;
+            const response = await page.goto(url, {
+                waitUntil: "domcontentloaded",
+                timeout: 15000,
+            });
+            if (!response?.ok())
+                return null;
+            const text = (await page.locator("body").innerText()).trim();
+            return JSON.parse(text);
         });
-        return data;
     }
-    catch {
-        return null;
+    catch (error) {
+        throw error instanceof Error ? error : new Error(String(error));
     }
 }
 //# sourceMappingURL=yahoo-finance.js.map

package/dist/providers/yahoo-finance.js.map

@@ -1 +1 @@
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package/dist/routing/classify-intent.js

@@ -22,6 +22,28 @@ const RULES = [
                     /\bwhat\s+do\s+you\s+think\s+(?:of|about)\s+\$?[a-z]{1,5}\b/i.test(lower)));
         },
     },
+    // News / event queries — symbol or topic + news keywords
+    // Must come before compare_assets to prevent "NVDA and AI chip exports" from
+    // matching as a 2-symbol comparison.
+    {
+        workflow: "general_finance_qa",
+        confidence: 0.9,
+        test: (input) => {
+            const lower = input.toLowerCase();
+            const hasNewsKeyword = /\bnews\b/.test(lower) ||
+                /\blatest\b/.test(lower) ||
+                /\brecent\b/.test(lower) ||
+                /\bhappening\b/.test(lower) ||
+                /\bannouncement/.test(lower) ||
+                /\binvestigation\b/.test(lower) ||
+                /\bregulat/.test(lower) ||
+                /\blawsuit\b/.test(lower) ||
+                /\btariff/.test(lower) ||
+                /\bexport/.test(lower) ||
+                /\bupdate\b/.test(lower);
+            return hasNewsKeyword;
+        },
+    },
     // Options: symbol + option keyword
     {
         workflow: "options_screener",

package/dist/routing/classify-intent.js.map

@@ -1 +1 @@
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+{"version":3,"file":"classify-intent.js","sourceRoot":"","sources":["../../src/routing/classify-intent.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,eAAe,EAAE,MAAM,uBAAuB,CAAC;AAQxD,MAAM,iBAAiB,GAAG;IACxB,uCAAuC;IACvC,yDAAyD;IACzD,qDAAqD;CACtD,CAAC;AAEF,MAAM,KAAK,GAAW;IACpB,mDAAmD;IACnD;QACE,QAAQ,EAAE,uBAAuB;QACjC,UAAU,EAAE,GAAG;QACf,IAAI,EAAE,CAAC,KAAK,EAAE,EAAE,CAAC,iBAAiB,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;KAC9D;IACD;QACE,QAAQ,EAAE,uBAAuB;QACjC,UAAU,EAAE,IAAI;QAChB,IAAI,EAAE,CAAC,KAAK,EAAE,QAAQ,EAAE,EAAE;YACxB,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,OAAO,CACL,QAAQ,CAAC,OAAO,CAAC,MAAM,KAAK,CAAC;gBAC7B,CAAC,qEAAqE,CAAC,IAAI,CAAC,KAAK,CAAC;oBAChF,uCAAuC,CAAC,IAAI,CAAC,KAAK,CAAC;oBACnD,6DAA6D,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,CAC7E,CAAC;QACJ,CAAC;KACF;IACD,yDAAyD;IACzD,6EAA6E;IAC7E,qCAAqC;IACrC;QACE,QAAQ,EAAE,oBAAoB;QAC9B,UAAU,EAAE,GAAG;QACf,IAAI,EAAE,CAAC,KAAK,EAAE,EAAE;YACd,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,MAAM,cAAc,GAClB,UAAU,CAAC,IAAI,CAAC,KAAK,CAAC;gBACtB,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;gBACxB,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;gBACxB,eAAe,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC3B,gBAAgB,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC5B,mBAAmB,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC/B,WAAW,CAAC,IAAI,CAAC,KAAK,CAAC;gBACvB,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC;gBACzB,UAAU,CAAC,IAAI,CAAC,KAAK,CAAC;gBACtB,UAAU,CAAC,IAAI,CAAC,KAAK,CAAC;gBACtB,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YAC3B,OAAO,cAAc,CAAC;QACxB,CAAC;KACF;IACD,mCAAmC;IACnC;QACE,QAAQ,EAAE,kBAAkB;QAC5B,UAAU,EAAE,IAAI;QAChB,IAAI,EAAE,CAAC,KAAK,EAAE,QAAQ,EAAE,EAAE;YACxB,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,MAAM,iBAAiB,GACrB,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;gBACxB,WAAW,CAAC,IAAI,CAAC,KAAK,CAAC;gBACvB,0BAA0B,CAAC,IAAI,CAAC,KAAK,CAAC;gBACtC,cAAc,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YAC7B,OAAO,iBAAiB,IAAI,QAAQ,CAAC,OAAO,CAAC,MAAM,IAAI,CAAC,CAAC;QAC3D,CAAC;KACF;IACD,4CAA4C;IAC5C;QACE,QAAQ,EAAE,gBAAgB;QAC1B,UAAU,EAAE,IAAI;QAChB,IAAI,EAAE,CAAC,KAAK,EAAE,QAAQ,EAAE,EAAE;YACxB,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,MAAM,kBAAkB,GACtB,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC;gBACzB,WAAW,CAAC,IAAI,CAAC,KAAK,CAAC;gBACvB,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;gBACxB,yBAAyB,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACxC,OAAO,kBAAkB,IAAI,QAAQ,CAAC,OAAO,CAAC,MAAM,IAAI,CAAC,CAAC;QAC5D,CAAC;KACF;IACD,iEAAiE;IACjE;QACE,QAAQ,EAAE,gBAAgB;QAC1B,UAAU,EAAE,IAAI;QAChB,IAAI,EAAE,CAAC,KAAK,EAAE,EAAE;YACd,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,OAAO,0DAA0D,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAChF,CAAC;KACF;IACD,yDAAyD;IACzD;QACE,QAAQ,EAAE,gBAAgB;QAC1B,UAAU,EAAE,GAAG;QACf,IAAI,EAAE,CAAC,MAAM,EAAE,QAAQ,EAAE,EAAE,CAAC,QAAQ,CAAC,OAAO,CAAC,MAAM,IAAI,CAAC;KACzD;IACD,sFAAsF;IACtF;QACE,QAAQ,EAAE,uBAAuB;QACjC,UAAU,EAAE,IAAI;QAChB,IAAI,EAAE,CAAC,KAAK,EAAE,EAAE;YACd,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,OAAO,CACL,eAAe,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC3B,eAAe,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC3B,2BAA2B,CAAC,IAAI,CAAC,KAAK,CAAC;gBACvC,oBAAoB,CAAC,IAAI,CAAC,KAAK,CAAC;gBAChC,WAAW,CAAC,IAAI,CAAC,KAAK,CAAC,CACxB,CAAC;QACJ,CAAC;KACF;IACD,qCAAqC;IACrC;QACE,QAAQ,EAAE,mBAAmB;QAC7B,UAAU,EAAE,GAAG;QACf,IAAI,EAAE,CAAC,KAAK,EAAE,QAAQ,EAAE,EAAE;YACxB,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,OAAO,CACL,QAAQ,CAAC,MAAM,KAAK,SAAS;gBAC7B,CAAC,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;oBACvB,eAAe,CAAC,IAAI,CAAC,KAAK,CAAC;oBAC3B,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;oBACxB,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC;oBACzB,SAAS,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,CACzB,CAAC;QACJ,CAAC;KACF;IACD,+CAA+C;IAC/C;QACE,QAAQ,EAAE,mBAAmB;QAC7B,UAAU,EAAE,GAAG;QACf,IAAI,EAAE,CAAC,KAAK,EAAE,EAAE;YACd,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,OAAO,CACL,eAAe,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC3B,wCAAwC,CAAC,IAAI,CAAC,KAAK,CAAC;gBACpD,2DAA2D,CAAC,IAAI,CAAC,KAAK,CAAC;gBACvE,CAAC,iBAAiB,CAAC,IAAI,CAAC,KAAK,CAAC,IAAI,UAAU,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,CAC1D,CAAC;QACJ,CAAC;KACF;IACD,sBAAsB;IACtB;QACE,QAAQ,EAAE,oBAAoB;QAC9B,UAAU,EAAE,IAAI;QAChB,IAAI,EAAE,CAAC,KAAK,EAAE,EAAE;YACd,MAAM,KAAK,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;YAClC,OAAO,CACL,8BAA8B,CAAC,IAAI,CAAC,KAAK,CAAC;gBAC1C,6BAA6B,CAAC,IAAI,CAAC,KAAK,CAAC;gBACzC,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC;gBACxB,WAAW,CAAC,IAAI,CAAC,KAAK,CAAC;gBACvB,8BAA8B,CAAC,IAAI,CAAC,KAAK,CAAC,CAC3C,CAAC;QACJ,CAAC;KACF;CACF,CAAC;AAEF,MAAM,UAAU,cAAc,CAAC,KAAa;IAC1C,MAAM,OAAO,GAAG,KAAK,CAAC,IAAI,EAAE,CAAC;IAC7B,IAAI,CAAC,OAAO,EAAE,CAAC;QACb,OAAO;YACL,QAAQ,EAAE,cAAc;YACxB,UAAU,EAAE,CAAC;YACb,IAAI,EAAE,MAAM;YACZ,QAAQ,EAAE,EAAE,OAAO,EAAE,EAAE,EAAE;SAC1B,CAAC;IACJ,CAAC;IAED,MAAM,QAAQ,GAAG,eAAe,CAAC,OAAO,CAAC,CAAC;IAE1C,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;QACzB,IAAI,IAAI,CAAC,IAAI,CAAC,OAAO,EAAE,QAAQ,CAAC,EAAE,CAAC;YACjC,OAAO;gBACL,QAAQ,EAAE,IAAI,CAAC,QAAQ;gBACvB,UAAU,EAAE,IAAI,CAAC,UAAU;gBAC3B,IAAI,EAAE,MAAM;gBACZ,QAAQ;aACT,CAAC;QACJ,CAAC;IACH,CAAC;IAED,OAAO;QACL,QAAQ,EAAE,cAAc;QACxB,UAAU,EAAE,CAAC;QACb,IAAI,EAAE,MAAM;QACZ,QAAQ;KACT,CAAC;AACJ,CAAC"}

package/dist/routing/defaults.js

@@ -19,7 +19,7 @@ export function parseDteTarget(dteTarget) {
     const plusMatch = dteTarget.match(/^(\d+)_plus_days$/);
     if (plusMatch) {
         const min = parseInt(plusMatch[1], 10);
-        return { minDays: min, maxDays: min + 180 };
+        return { minDays: min, maxDays: Math.max(min, 1095) };
     }
     return null;
 }

package/dist/routing/defaults.js.map

@@ -1 +1 @@
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+{"version":3,"file":"defaults.js","sourceRoot":"","sources":["../../src/routing/defaults.ts"],"names":[],"mappings":"AAEA,MAAM,CAAC,MAAM,kBAAkB,GAAmC;IAChE,WAAW,EAAE,UAAU;IACvB,WAAW,EAAE,SAAS;IACtB,UAAU,EAAE,kCAAkC;IAC9C,aAAa,EAAE,CAAC;IAChB,oBAAoB,EAAE,EAAE;CACzB,CAAC;AAEF,MAAM,CAAC,MAAM,yBAAyB,GAAuD;IAC3F,SAAS,EAAE,eAAe;IAC1B,SAAS,EAAE,mCAAmC;IAC9C,mBAAmB,EAAE,qBAAqB;IAC1C,gBAAgB,EAAE,qCAAqC;CACxD,CAAC;AAEF,MAAM,UAAU,cAAc,CAAC,SAAiB;IAC9C,MAAM,UAAU,GAAG,SAAS,CAAC,KAAK,CAAC,uBAAuB,CAAC,CAAC;IAC5D,IAAI,UAAU,EAAE,CAAC;QACf,OAAO,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,CAAC;IACxF,CAAC;IACD,MAAM,SAAS,GAAG,SAAS,CAAC,KAAK,CAAC,mBAAmB,CAAC,CAAC;IACvD,IAAI,SAAS,EAAE,CAAC;QACd,MAAM,GAAG,GAAG,QAAQ,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;QACvC,OAAO,EAAE,OAAO,EAAE,GAAG,EAAE,OAAO,EAAE,IAAI,CAAC,GAAG,CAAC,GAAG,EAAE,IAAI,CAAC,EAAE,CAAC;IACxD,CAAC;IACD,OAAO,IAAI,CAAC;AACd,CAAC"}

package/dist/routing/index.d.ts

@@ -2,4 +2,8 @@ export { classifyIntent } from "./classify-intent.js";
 export { extractEntities, extractBudget } from "./entity-extractor.js";
 export { resolvePortfolioSlots, resolveOptionsScreenerSlots } from "./slot-resolver.js";
 export { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS, parseDteTarget } from "./defaults.js";
+export { route, validateRouterOutput } from "./router.js";
+export { createPiAiRouterClient } from "./router-llm-client.js";
+export { buildRouterPrompt } from "./router-prompt.js";
 export type { WorkflowType, ClassificationResult, ExtractedEntities, PortfolioSlots, OptionsScreenerSlots, CompareAssetsSlots, SlotResolution, SlotSource, } from "./types.js";
+export type { RouterOutput, RouterRoute, RouterSlot, RouterConfidence, RouterPreferenceUpdate, RouterInputContext, RouterLlmClient, } from "./router-types.js";

package/dist/routing/index.js

@@ -2,4 +2,7 @@ export { classifyIntent } from "./classify-intent.js";
 export { extractEntities, extractBudget } from "./entity-extractor.js";
 export { resolvePortfolioSlots, resolveOptionsScreenerSlots } from "./slot-resolver.js";
 export { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS, parseDteTarget } from "./defaults.js";
+export { route, validateRouterOutput } from "./router.js";
+export { createPiAiRouterClient } from "./router-llm-client.js";
+export { buildRouterPrompt } from "./router-prompt.js";
 //# sourceMappingURL=index.js.map

package/dist/routing/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/routing/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,sBAAsB,CAAC;AACtD,OAAO,EAAE,eAAe,EAAE,aAAa,EAAE,MAAM,uBAAuB,CAAC;AACvE,OAAO,EAAE,qBAAqB,EAAE,2BAA2B,EAAE,MAAM,oBAAoB,CAAC;AACxF,OAAO,EAAE,kBAAkB,EAAE,yBAAyB,EAAE,cAAc,EAAE,MAAM,eAAe,CAAC;AAC9F,OAAO,EAAE,KAAK,EAAE,oBAAoB,EAAE,MAAM,aAAa,CAAC;AAC1D,OAAO,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAChE,OAAO,EAAE,iBAAiB,EAAE,MAAM,oBAAoB,CAAC"}

package/dist/routing/router-llm-client.d.ts

@@ -0,0 +1,11 @@
+import { type Model } from "@earendil-works/pi-ai";
+import type { RouterLlmClient } from "./router-types.js";
+/**
+ * Build a router LLM client backed by pi-ai's `completeSimple`. The client
+ * is intentionally thin: prompt in, raw text out. Schema validation and
+ * retry logic live in `router.ts`.
+ *
+ * Zero tools are passed — the router operates on text alone. Temperature
+ * is pinned low for structured-output stability.
+ */
+export declare function createPiAiRouterClient(model: Model<"anthropic-messages"> | Model<any>): RouterLlmClient;

package/dist/routing/router-llm-client.js

@@ -0,0 +1,42 @@
+import { completeSimple } from "@earendil-works/pi-ai";
+/**
+ * Build a router LLM client backed by pi-ai's `completeSimple`. The client
+ * is intentionally thin: prompt in, raw text out. Schema validation and
+ * retry logic live in `router.ts`.
+ *
+ * Zero tools are passed — the router operates on text alone. Temperature
+ * is pinned low for structured-output stability.
+ */
+export function createPiAiRouterClient(model) {
+    return {
+        async complete(prompt) {
+            const response = await completeSimple(model, {
+                messages: [
+                    {
+                        role: "user",
+                        content: prompt,
+                        timestamp: Date.now(),
+                    },
+                ],
+                // Explicitly no tools — spec requirement.
+                tools: [],
+            }, {
+                temperature: 0,
+                maxTokens: 2000,
+                reasoning: "minimal",
+            });
+            if (response.stopReason === "error" || response.stopReason === "aborted") {
+                throw new Error(`router LLM call failed: ${response.errorMessage ?? response.stopReason}`);
+            }
+            const text = response.content
+                .filter((c) => c.type === "text")
+                .map((c) => c.text)
+                .join("");
+            if (!text) {
+                throw new Error("router LLM call returned no text content");
+            }
+            return text;
+        },
+    };
+}
+//# sourceMappingURL=router-llm-client.js.map

package/dist/routing/router-llm-client.js.map

@@ -0,0 +1 @@
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package/dist/routing/router-prompt.d.ts

@@ -0,0 +1,2 @@
+import type { RouterInputContext } from "./router-types.js";
+export declare function buildRouterPrompt(input: RouterInputContext): string;

package/dist/routing/router-prompt.js

@@ -0,0 +1,138 @@
+/**
+ * Privacy note — priorTurns rendering:
+ * Conversational text rendered into the router prompt via `priorTurns` is NOT
+ * filtered by `src/memory/types.ts::NEVER_TRUST_FROM_MEMORY` (which governs
+ * structured market-sensitive memory keys such as `stock_price` and
+ * `target_price`). A future `/forget` command is the designated scrubbing
+ * primitive for removing or masking matching entries from the session branch
+ * so they no longer reach the router. See
+ * `openspec/changes/router-context-and-observability/` for the follow-up.
+ */
+/**
+ * List of workflows the router may emit. Keep this in sync with
+ * `WorkflowType` in `src/routing/types.ts` minus the `unclassified` sentinel.
+ */
+const WORKFLOW_CATALOG = [
+    {
+        name: "portfolio_builder",
+        when: "user asks to build/allocate a portfolio, invest a budget across positions",
+        required: ["budget"],
+    },
+    {
+        name: "options_screener",
+        when: "user asks for options trades / calls / puts on a specific ticker",
+        required: ["symbol"],
+    },
+    {
+        name: "compare_assets",
+        when: "user asks to compare two or more symbols (vs / versus / which is better)",
+        required: ["symbols (>=2)"],
+    },
+    {
+        name: "single_asset_analysis",
+        when: "user asks for a full analysis / deep dive / 'is X attractive' on ONE symbol",
+        required: ["symbol"],
+    },
+    {
+        name: "watchlist_or_tracking",
+        when: "user manages or asks about their saved watchlist / prediction history",
+        required: [],
+    },
+    {
+        name: "general_finance_qa",
+        when: "definitional / conceptual 'what is X', 'explain Y' questions",
+        required: [],
+    },
+];
+function renderCatalog() {
+    return WORKFLOW_CATALOG.map((w) => `- "${w.name}": ${w.when}${w.required.length > 0 ? ` [required: ${w.required.join(", ")}]` : ""}`).join("\n");
+}
+function renderProfile(profile) {
+    const entries = Object.entries(profile);
+    if (entries.length === 0)
+        return "(empty)";
+    return entries.map(([k, v]) => `- ${k}: ${JSON.stringify(v)}`).join("\n");
+}
+function renderPriorTurns(turns) {
+    if (turns.length === 0)
+        return "(none)";
+    return turns
+        .map((t) => `[${t.role}] ${t.text.replace(/\n+/g, " ").slice(0, 400)}`)
+        .join("\n");
+}
+function renderRecentRuns(runs) {
+    if (runs.length === 0)
+        return "(none)";
+    return runs
+        .map((r) => `- ${r.createdAt} ${r.turnType}/${r.workflowType} ${r.resolvedSlots ? JSON.stringify(r.resolvedSlots) : ""}`)
+        .join("\n");
+}
+const SCHEMA_SPEC = `You MUST respond with a SINGLE JSON object and nothing else (no markdown fences, no prose outside the JSON). The object MUST conform to this TypeScript interface exactly:
+
+interface RouterOutput {
+  route: "workflow" | "fallback";
+  workflow?: "portfolio_builder" | "options_screener" | "compare_assets" | "single_asset_analysis" | "watchlist_or_tracking" | "general_finance_qa";
+  entities: {
+    symbols: string[];               // UPPERCASE tickers the user mentioned or implied
+    budget?: number;                 // dollar amount if user stated one
+    maxPremium?: number;
+    timeHorizon?: string;            // e.g. "6mo", "1y_plus", "short", "long"
+    riskProfile?: string;            // "conservative" | "balanced" | "aggressive"
+    direction?: "bullish" | "bearish";
+    dteHint?: string;
+  };
+  slots: Record<string, {
+    value: unknown;
+    source: "user" | "preference" | "default"; // user = stated this turn; preference = from profileSnapshot; default = workflow fallback
+    confidence: "high" | "medium" | "low";
+  }>;
+  preference_updates: Array<{
+    key: string;                      // e.g. "risk_profile", "time_horizon", "asset_scope", "options_liquidity"
+    value: string;
+    confidence: "high" | "medium" | "low";
+    source: "inferred";
+  }>;
+  missing_required: string[];         // required slot names the turn/profile/defaults did not fill
+  reasoning: string;                  // one or two short sentences; used for debugging only
+}`;
+const ROUTING_RULES = `Routing rules:
+- Choose route = "workflow" ONLY when the turn clearly matches one of the workflows below AND required slots are filled (from the turn OR the profile snapshot).
+- Choose route = "fallback" for anything else — including simple data fetches like "AAPL quote", open-ended questions like "entry levels on ASTS for 6 months", or cases where required slots are missing.
+- DO NOT invent a "direct_tool" or "needs_clarification" route. Only "workflow" or "fallback" are valid.
+- If required slots are missing (e.g. options workflow needs a symbol, portfolio needs a budget), still pick the closest route but list the missing slot names in missing_required. The main agent will use ask_user to collect them.
+- Source attribution rules (per-slot source field):
+  - source = "user": the value came from THIS turn's text.
+  - source = "preference": the value came from profileSnapshot (not this turn).
+  - source = "default": a sensible default was applied (workflow fallback).
+- Preference updates:
+  - Emit preference_updates ONLY for stable user-dispositions stated (or very strongly implied) in the current turn. E.g. "I'm aggressive" → risk_profile=aggressive, high.
+  - Do NOT emit preference_updates that merely echo profileSnapshot.
+  - Only confidence="high" updates will be persisted; medium/low are logged but dropped.
+- You have NO tools. Do not request tool execution. Classify on text alone.`;
+export function buildRouterPrompt(input) {
+    return `You are OpenCandle's routing agent. Your job is to classify the user's turn into one of the known workflows (or fallback), extract entities + per-slot provenance, and surface any stable preferences the user expressed. Your output feeds the main analyst agent — it does NOT go to the user.
+
+WORKFLOW CATALOG:
+${renderCatalog()}
+
+${SCHEMA_SPEC}
+
+${ROUTING_RULES}
+
+--- CONTEXT ---
+
+Profile snapshot (persisted preferences from prior sessions):
+${renderProfile(input.profileSnapshot)}
+
+Recent workflow runs (most recent last):
+${renderRecentRuns(input.recentWorkflowRuns)}
+
+Prior conversation turns (most recent last):
+${renderPriorTurns(input.priorTurns)}
+
+--- CURRENT TURN ---
+${input.text}
+
+Respond with the JSON object. Nothing else.`;
+}
+//# sourceMappingURL=router-prompt.js.map

package/dist/routing/router-prompt.js.map

@@ -0,0 +1 @@
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package/dist/routing/router-types.d.ts

@@ -0,0 +1,62 @@
+import type { ExtractedEntities, SlotSource, WorkflowType } from "./types.js";
+export type RouterRoute = "workflow" | "fallback";
+export type RouterConfidence = "high" | "medium" | "low";
+export interface RouterSlot {
+    value: unknown;
+    source: SlotSource;
+    confidence: RouterConfidence;
+}
+export interface RouterPreferenceUpdate {
+    key: string;
+    value: string;
+    confidence: RouterConfidence;
+    source: "inferred";
+}
+/**
+ * Structured output from the LLM router. Mirrors existing types
+ * (`ClassificationResult`, `ExtractedEntities`, `SlotSource`) so downstream
+ * consumers can branch without a new vocabulary.
+ *
+ * `workflow` is only meaningful when `route === "workflow"`. For `fallback`
+ * routes, `workflow_type` at the storage layer is the sentinel `"fallback"`.
+ */
+export interface RouterOutput {
+    route: RouterRoute;
+    workflow?: Exclude<WorkflowType, "unclassified">;
+    entities: ExtractedEntities;
+    slots: Record<string, RouterSlot>;
+    preference_updates: RouterPreferenceUpdate[];
+    missing_required: string[];
+    reasoning: string;
+}
+/** Context passed into the router on each turn. */
+export interface RouterInputContext {
+    /** Raw user text from `pi.on("input")`. */
+    text: string;
+    /** Last 5 user/assistant turns (most recent last). */
+    priorTurns: Array<{
+        role: "user" | "assistant";
+        text: string;
+    }>;
+    /** Current investor_profile snapshot retrieved from preferences storage. */
+    profileSnapshot: Record<string, unknown>;
+    /** Last 3 workflow_runs, compact summaries. */
+    recentWorkflowRuns: Array<{
+        workflowType: string;
+        turnType: string;
+        resolvedSlots?: Record<string, unknown>;
+        createdAt: string;
+    }>;
+}
+/**
+ * Abstract LLM client used by the router. Injected by callers so unit tests
+ * can supply a deterministic mock. The real implementation (see
+ * `src/routing/router-llm-client.ts`) wraps pi-ai's `completeSimple`.
+ */
+export interface RouterLlmClient {
+    /**
+     * Run a single prompt → text completion. Router parses the returned text
+     * as JSON; the client is not responsible for structured-output parsing.
+     */
+    complete(prompt: string): Promise<string>;
+}

package/dist/routing/router-types.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=router-types.js.map

package/dist/routing/router-types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"router-types.js","sourceRoot":"","sources":["../../src/routing/router-types.ts"],"names":[],"mappings":""}

package/dist/routing/router.d.ts

@@ -0,0 +1,10 @@
+import type { RouterInputContext, RouterLlmClient, RouterOutput } from "./router-types.js";
+/**
+ * Run the LLM router against the given input context. Retries once on
+ * validation failure with a corrective message. Falls back to a minimal
+ * `route: "fallback"` output on persistent failure.
+ *
+ * The LLM client is injected so unit tests can supply deterministic responses.
+ */
+export declare function route(input: RouterInputContext, client: RouterLlmClient): Promise<RouterOutput>;
+export declare function validateRouterOutput(raw: string): RouterOutput;