opencandle 0.2.0 → 0.4.0

package/dist/routing/router.js

@@ -0,0 +1,194 @@
+import { extractEntities } from "./entity-extractor.js";
+import { buildRouterPrompt } from "./router-prompt.js";
+const VALID_ROUTES = ["workflow", "fallback"];
+const VALID_WORKFLOWS = [
+    "portfolio_builder",
+    "options_screener",
+    "compare_assets",
+    "single_asset_analysis",
+    "watchlist_or_tracking",
+    "general_finance_qa",
+];
+const VALID_SOURCES = new Set(["user", "preference", "default"]);
+const VALID_CONFIDENCE = new Set(["high", "medium", "low"]);
+/**
+ * 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 async function route(input, client) {
+    const prompt = buildRouterPrompt(input);
+    let firstError;
+    try {
+        const raw = await client.complete(prompt);
+        return validateRouterOutput(raw);
+    }
+    catch (err) {
+        firstError = err instanceof Error ? err.message : String(err);
+    }
+    // Retry once with error feedback.
+    try {
+        const retryPrompt = `${prompt}\n\n(Your previous response failed validation: ${firstError}. Return a valid JSON object conforming to RouterOutput. Nothing else.)`;
+        const raw = await client.complete(retryPrompt);
+        return validateRouterOutput(raw);
+    }
+    catch {
+        // Persistent failure — return a minimal fallback with regex-extracted symbols.
+        return minimalFallback(input.text);
+    }
+}
+export function validateRouterOutput(raw) {
+    const parsed = parseJsonPayload(raw);
+    if (!parsed || typeof parsed !== "object") {
+        throw new Error("router output was not a JSON object");
+    }
+    const obj = parsed;
+    const route = obj.route;
+    if (typeof route !== "string" || !VALID_ROUTES.includes(route)) {
+        throw new Error(`invalid route: ${JSON.stringify(route)}`);
+    }
+    let workflow;
+    if (route === "workflow") {
+        if (typeof obj.workflow !== "string" || !VALID_WORKFLOWS.includes(obj.workflow)) {
+            throw new Error(`workflow route requires a valid workflow; got ${JSON.stringify(obj.workflow)}`);
+        }
+        workflow = obj.workflow;
+    }
+    const entities = validateEntities(obj.entities);
+    const slots = validateSlots(obj.slots);
+    const preference_updates = validatePreferenceUpdates(obj.preference_updates);
+    const missing_required = validateStringArray(obj.missing_required, "missing_required");
+    const reasoning = typeof obj.reasoning === "string" ? obj.reasoning : "";
+    return {
+        route: route,
+        workflow,
+        entities,
+        slots,
+        preference_updates,
+        missing_required,
+        reasoning,
+    };
+}
+function parseJsonPayload(raw) {
+    const trimmed = raw.trim();
+    // Tolerate ```json ... ``` fences even though the prompt forbids them.
+    const stripped = trimmed
+        .replace(/^```(?:json)?\s*/i, "")
+        .replace(/\s*```$/i, "")
+        .trim();
+    try {
+        return JSON.parse(stripped);
+    }
+    catch (err) {
+        const msg = err instanceof Error ? err.message : String(err);
+        throw new Error(`router output was not valid JSON: ${msg}`);
+    }
+}
+function validateEntities(raw) {
+    if (!raw || typeof raw !== "object") {
+        throw new Error("entities must be an object");
+    }
+    const e = raw;
+    const symbols = validateStringArray(e.symbols, "entities.symbols").map((s) => s.toUpperCase());
+    const out = { symbols };
+    if (typeof e.budget === "number")
+        out.budget = e.budget;
+    if (typeof e.maxPremium === "number")
+        out.maxPremium = e.maxPremium;
+    if (typeof e.timeHorizon === "string")
+        out.timeHorizon = e.timeHorizon;
+    if (typeof e.riskProfile === "string")
+        out.riskProfile = e.riskProfile;
+    if (e.direction === "bullish" || e.direction === "bearish")
+        out.direction = e.direction;
+    if (typeof e.dteHint === "string")
+        out.dteHint = e.dteHint;
+    return out;
+}
+function validateSlots(raw) {
+    if (raw === undefined || raw === null)
+        return {};
+    if (typeof raw !== "object") {
+        throw new Error("slots must be an object");
+    }
+    const out = {};
+    for (const [key, val] of Object.entries(raw)) {
+        if (!val || typeof val !== "object") {
+            throw new Error(`slot ${key} must be an object`);
+        }
+        const s = val;
+        if (!VALID_SOURCES.has(s.source)) {
+            throw new Error(`slot ${key} has invalid source: ${JSON.stringify(s.source)}`);
+        }
+        if (!VALID_CONFIDENCE.has(s.confidence)) {
+            throw new Error(`slot ${key} has invalid confidence: ${JSON.stringify(s.confidence)}`);
+        }
+        out[key] = {
+            value: s.value,
+            source: s.source,
+            confidence: s.confidence,
+        };
+    }
+    return out;
+}
+function validatePreferenceUpdates(raw) {
+    if (raw === undefined || raw === null)
+        return [];
+    if (!Array.isArray(raw)) {
+        throw new Error("preference_updates must be an array");
+    }
+    return raw.map((item, idx) => {
+        if (!item || typeof item !== "object") {
+            throw new Error(`preference_updates[${idx}] must be an object`);
+        }
+        const p = item;
+        if (typeof p.key !== "string" || p.key.length === 0) {
+            throw new Error(`preference_updates[${idx}].key must be a non-empty string`);
+        }
+        if (typeof p.value !== "string") {
+            throw new Error(`preference_updates[${idx}].value must be a string`);
+        }
+        if (!VALID_CONFIDENCE.has(p.confidence)) {
+            throw new Error(`preference_updates[${idx}].confidence is invalid`);
+        }
+        // Router-emitted preferences are always inferred — absent is accepted
+        // (normalized), but any explicit non-"inferred" value is an invariant
+        // violation the caller should see rather than silently lose.
+        if (p.source !== undefined && p.source !== "inferred") {
+            throw new Error(`preference_updates[${idx}].source must be "inferred" (got ${JSON.stringify(p.source)})`);
+        }
+        return {
+            key: p.key,
+            value: p.value,
+            confidence: p.confidence,
+            source: "inferred",
+        };
+    });
+}
+function validateStringArray(raw, field) {
+    if (raw === undefined || raw === null)
+        return [];
+    if (!Array.isArray(raw)) {
+        throw new Error(`${field} must be an array`);
+    }
+    return raw.map((item, idx) => {
+        if (typeof item !== "string") {
+            throw new Error(`${field}[${idx}] must be a string`);
+        }
+        return item;
+    });
+}
+function minimalFallback(text) {
+    const entities = extractEntities(text);
+    return {
+        route: "fallback",
+        entities: { symbols: entities.symbols },
+        slots: {},
+        preference_updates: [],
+        missing_required: [],
+        reasoning: "router validation failed; emitted minimal fallback",
+    };
+}
+//# sourceMappingURL=router.js.map

package/dist/routing/router.js.map

@@ -0,0 +1 @@
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package/dist/runtime/session-coordinator.d.ts

@@ -1,6 +1,14 @@
-import type { ExtensionAPI, ExtensionCommandContext, ExtensionContext } from "@mariozechner/pi-coding-agent";
+import type { ExtensionAPI, ExtensionCommandContext, ExtensionContext } from "@earendil-works/pi-coding-agent";
 import { MemoryStorage } from "../memory/index.js";
+/**
+ * Alias for the session-manager handle extensions receive via
+ * `ExtensionContext`. `ReadonlySessionManager` is defined inside pi-coding-
+ * agent but is not re-exported from the package's `.` entry, so we derive
+ * the shape we need from the public `ExtensionContext` type.
+ */
+type ReadonlySessionManager = ExtensionContext["sessionManager"];
 import { WorkflowRunner } from "./workflow-runner.js";
+import { type FallbackContext } from "../prompts/context-builder.js";
 import type { WorkflowDefinition } from "./prompt-step.js";
 type QueueContext = ExtensionCommandContext | {
     isIdle(): boolean;
@@ -29,14 +37,65 @@ export declare class SessionCoordinator {
     /** Run setup flow. */
     runSetup(pi: ExtensionAPI, ctx: ExtensionContext | ExtensionCommandContext, options: {
         mode: "startup" | "manual";
-        forceFinancePrompt?: boolean;
     }): Promise<"ready" | "shutdown" | "cancelled">;
     /** Extract and persist user preferences from natural language. */
     extractAndStorePreferences(text: string): void;
     /** Record a workflow run in storage. */
-    recordWorkflowRun(workflowType: string, entities: object, resolved: object, defaultsUsed: unknown[]): void;
+    recordWorkflowRun(workflowType: string, entities: object, resolved: object, defaultsUsed: unknown[], turnType?: "workflow" | "fallback"): void;
+    /**
+     * Extract the last `max` user/assistant turns from the session branch as
+     * `{role, text}` pairs, oldest→newest. Walks `sessionManager.getBranch()`
+     * (root→leaf order) and filters per the intent-routing spec:
+     *
+     * - Keep only `type === "message"` entries whose `message.role` is
+     *   `"user"` or `"assistant"`. Compaction, branch_summary, custom, label,
+     *   thinking_level_change, model_change, and session_info entries are
+     *   skipped. Tool-result messages (`role === "toolResult"`) are skipped.
+     * - Extract concatenated text-block content. User `content` may be a
+     *   plain string; assistant `content` is always an array of blocks, from
+     *   which only `type === "text"` blocks contribute.
+     * - Drop entries whose resulting text is empty or whitespace-only
+     *   (handles aborted assistant turns and tool-only assistant turns).
+     * - Slice to the last `max` qualifying entries.
+     *
+     * Privacy note: conversational text in priorTurns is NOT filtered by
+     * `NEVER_TRUST_FROM_MEMORY` (which governs structured memory keys). A
+     * future `/forget` command is the designated scrubbing primitive — see
+     * `openspec/changes/router-context-and-observability/` for the follow-up.
+     */
+    buildPriorTurns(sessionManager: ReadonlySessionManager, max?: number): Array<{
+        role: "user" | "assistant";
+        text: string;
+    }>;
+    /**
+     * Expose prior turns + recent runs + profile snapshot for the router
+     * input context. Fixed-window per design.md §7 (last 5 turns, 3 runs).
+     * `priorTurns` is derived from the session branch at call time; see
+     * `buildPriorTurns` for the filter rules.
+     */
+    buildRouterContextBase(sessionManager: ReadonlySessionManager): {
+        profileSnapshot: Record<string, unknown>;
+        recentWorkflowRuns: Array<{
+            workflowType: string;
+            turnType: string;
+            resolvedSlots?: Record<string, unknown>;
+            createdAt: string;
+        }>;
+        priorTurns: Array<{
+            role: "user" | "assistant";
+            text: string;
+        }>;
+    };
     /** Build system prompt using composable sections. */
-    buildSystemPrompt(basePrompt: string, workflowType?: string): string;
+    buildSystemPrompt(basePrompt: string, workflowType?: string, fallbackContext?: FallbackContext): string;
+    /**
+     * Stash a pending fallback context so the very next `before_agent_start`
+     * hook can slot it into the system prompt. Cleared after consumption so
+     * subsequent turns do not inherit stale fallback directives.
+     */
+    private pendingFallbackContext;
+    setPendingFallbackContext(ctx: FallbackContext | null): void;
+    consumePendingFallbackContext(): FallbackContext | null;
     /**
      * Execute a workflow definition through the WorkflowRunner,
      * sending prompts via Pi with settlement-based sequencing.

package/dist/runtime/session-coordinator.js

@@ -1,4 +1,4 @@
-import { initDefaultDatabase, MemoryStorage } from "../memory/index.js";
+import { getAllDefaults, initDefaultDatabase, MemoryStorage } from "../memory/index.js";
 import { MemoryManager } from "../memory/manager.js";
 import { extractPreferences } from "../memory/preference-extractor.js";
 import { runOpenCandleSetup } from "../pi/setup.js";
@@ -11,6 +11,19 @@ import { getAddonToolDescriptions } from "../tool-kit.js";
 import { toStepDefinitions, promptStepOutput } from "./prompt-step.js";
 const PROMPT_SETTLE_POLL_MS = 25;
 const IMMEDIATE_IDLE_GRACE_MS = 100;
+function parseMaybeJson(raw) {
+    if (typeof raw !== "string" || raw.length === 0)
+        return undefined;
+    try {
+        const parsed = JSON.parse(raw);
+        return parsed && typeof parsed === "object" && !Array.isArray(parsed)
+            ? parsed
+            : undefined;
+    }
+    catch {
+        return undefined;
+    }
+}
 function hasPendingMessages(ctx) {
     return ctx.hasPendingMessages?.() ?? false;
 }
@@ -92,17 +105,105 @@ export class SessionCoordinator {
         }
     }
     /** Record a workflow run in storage. */
-    recordWorkflowRun(workflowType, entities, resolved, defaultsUsed) {
+    recordWorkflowRun(workflowType, entities, resolved, defaultsUsed, turnType = "workflow") {
         this.storage?.insertWorkflowRun({
             sessionId: this.sessionId,
             workflowType,
             inputSlotsJson: JSON.stringify(entities),
             resolvedSlotsJson: JSON.stringify(resolved),
             defaultsUsedJson: JSON.stringify(defaultsUsed),
+            turnType,
         });
     }
+    /**
+     * Extract the last `max` user/assistant turns from the session branch as
+     * `{role, text}` pairs, oldest→newest. Walks `sessionManager.getBranch()`
+     * (root→leaf order) and filters per the intent-routing spec:
+     *
+     * - Keep only `type === "message"` entries whose `message.role` is
+     *   `"user"` or `"assistant"`. Compaction, branch_summary, custom, label,
+     *   thinking_level_change, model_change, and session_info entries are
+     *   skipped. Tool-result messages (`role === "toolResult"`) are skipped.
+     * - Extract concatenated text-block content. User `content` may be a
+     *   plain string; assistant `content` is always an array of blocks, from
+     *   which only `type === "text"` blocks contribute.
+     * - Drop entries whose resulting text is empty or whitespace-only
+     *   (handles aborted assistant turns and tool-only assistant turns).
+     * - Slice to the last `max` qualifying entries.
+     *
+     * Privacy note: conversational text in priorTurns is NOT filtered by
+     * `NEVER_TRUST_FROM_MEMORY` (which governs structured memory keys). A
+     * future `/forget` command is the designated scrubbing primitive — see
+     * `openspec/changes/router-context-and-observability/` for the follow-up.
+     */
+    buildPriorTurns(sessionManager, max = 5) {
+        const branch = sessionManager.getBranch();
+        const turns = [];
+        for (const entry of branch) {
+            if (entry.type !== "message")
+                continue;
+            const msg = entry.message;
+            if (!msg || typeof msg !== "object")
+                continue;
+            const role = msg.role;
+            if (role !== "user" && role !== "assistant")
+                continue;
+            const rawContent = msg.content;
+            let text = "";
+            if (typeof rawContent === "string") {
+                text = rawContent;
+            }
+            else if (Array.isArray(rawContent)) {
+                for (const block of rawContent) {
+                    if (block &&
+                        typeof block === "object" &&
+                        block.type === "text" &&
+                        typeof block.text === "string") {
+                        text += block.text;
+                    }
+                }
+            }
+            if (text.trim().length === 0)
+                continue;
+            turns.push({ role, text });
+        }
+        return turns.slice(-max);
+    }
+    /**
+     * Expose prior turns + recent runs + profile snapshot for the router
+     * input context. Fixed-window per design.md §7 (last 5 turns, 3 runs).
+     * `priorTurns` is derived from the session branch at call time; see
+     * `buildPriorTurns` for the filter rules.
+     */
+    buildRouterContextBase(sessionManager) {
+        const priorTurns = this.buildPriorTurns(sessionManager);
+        if (!this.storage) {
+            return { profileSnapshot: {}, recentWorkflowRuns: [], priorTurns };
+        }
+        const prefs = this.storage.getPreferencesByNamespace("global");
+        const profileSnapshot = {};
+        for (const p of prefs) {
+            const key = String(p.key);
+            const rawValue = p.value_json;
+            if (typeof rawValue === "string") {
+                try {
+                    profileSnapshot[key] = JSON.parse(rawValue);
+                }
+                catch {
+                    profileSnapshot[key] = rawValue;
+                }
+            }
+        }
+        const runs = this.storage.getRecentWorkflowRuns(3).map((r) => ({
+            workflowType: String(r.workflow_type ?? ""),
+            turnType: String(r.turn_type ?? "workflow"),
+            resolvedSlots: parseMaybeJson(r.resolved_slots_json),
+            createdAt: String(r.created_at ?? ""),
+        }));
+        return { profileSnapshot, recentWorkflowRuns: runs, priorTurns };
+    }
     /** Build system prompt using composable sections. */
-    buildSystemPrompt(basePrompt, workflowType) {
+    buildSystemPrompt(basePrompt, workflowType, fallbackContext) {
         const builder = new PromptContextBuilder();
         const addonTools = getAddonToolDescriptions();
         const addonDescriptions = addonTools.length > 0
@@ -115,8 +216,27 @@ export class SessionCoordinator {
             workflowType,
             memoryContext: memoryContext || undefined,
             addonToolDescriptions: addonDescriptions,
+            fallbackContext,
         });
-        return `${basePrompt}\n\n${builder.build()}`;
+        const toolDefaults = formatToolDefaultsForPrompt();
+        const defaultsSection = toolDefaults.length > 0
+            ? `\n\n## User Tool Defaults\n${toolDefaults.join("\n")}`
+            : "";
+        return `${basePrompt}\n\n${builder.build()}${defaultsSection}`;
+    }
+    /**
+     * Stash a pending fallback context so the very next `before_agent_start`
+     * hook can slot it into the system prompt. Cleared after consumption so
+     * subsequent turns do not inherit stale fallback directives.
+     */
+    pendingFallbackContext = null;
+    setPendingFallbackContext(ctx) {
+        this.pendingFallbackContext = ctx;
+    }
+    consumePendingFallbackContext() {
+        const ctx = this.pendingFallbackContext;
+        this.pendingFallbackContext = null;
+        return ctx;
     }
     /**
      * Execute a workflow definition through the WorkflowRunner,
@@ -168,4 +288,35 @@ export class SessionCoordinator {
         this.runner?.cancel();
     }
 }
+function formatToolDefaultsForPrompt() {
+    try {
+        return [...getAllDefaults()]
+            .filter(([, defaults]) => Object.keys(defaults).some((key) => key !== "__enabled"))
+            .map(([toolName, defaults]) => {
+            const pairs = flattenDefaults(defaults)
+                .filter(([key]) => key !== "__enabled")
+                .map(([key, value]) => `${key}: ${String(value)}`);
+            return `- User has set defaults for \`${toolName}\` (${pairs.join(", ")}). You may override when the user's request requires it.`;
+        });
+    }
+    catch {
+        return [];
+    }
+}
+function flattenDefaults(defaults, prefix = "") {
+    const out = [];
+    for (const [key, value] of Object.entries(defaults)) {
+        const path = prefix ? `${prefix}.${key}` : key;
+        if (isPlainObject(value)) {
+            out.push(...flattenDefaults(value, path));
+        }
+        else {
+            out.push([path, value]);
+        }
+    }
+    return out;
+}
+function isPlainObject(value) {
+    return typeof value === "object" && value !== null && !Array.isArray(value);
+}
 //# sourceMappingURL=session-coordinator.js.map

package/dist/runtime/session-coordinator.js.map

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package/dist/runtime/tool-defaults-wrapper.d.ts

@@ -0,0 +1,3 @@
+import type { AgentTool } from "@earendil-works/pi-agent-core";
+import type { TSchema } from "@sinclair/typebox";
+export declare function wrapWithDefaults<TParams extends TSchema, TDetails>(tool: AgentTool<TParams, TDetails>, defaults: Record<string, unknown>): AgentTool<TParams, TDetails>;

package/dist/runtime/tool-defaults-wrapper.js

@@ -0,0 +1,25 @@
+export function wrapWithDefaults(tool, defaults) {
+    return {
+        ...tool,
+        execute: async (toolCallId, params, signal, onUpdate) => {
+            const merged = mergeDefaults(defaults, params);
+            return tool.execute(toolCallId, merged, signal, onUpdate);
+        },
+    };
+}
+function mergeDefaults(defaults, args) {
+    if (Object.keys(defaults).length === 0)
+        return args;
+    const out = { ...defaults };
+    for (const [key, value] of Object.entries(args)) {
+        const base = out[key];
+        out[key] = isPlainObject(base) && isPlainObject(value)
+            ? mergeDefaults(base, value)
+            : value;
+    }
+    return out;
+}
+function isPlainObject(value) {
+    return typeof value === "object" && value !== null && !Array.isArray(value);
+}
+//# sourceMappingURL=tool-defaults-wrapper.js.map

package/dist/runtime/tool-defaults-wrapper.js.map

@@ -0,0 +1 @@
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package/dist/sentiment/adapters/finnhub.d.ts

@@ -0,0 +1,7 @@
+import type { SentinelRecord } from "../types.js";
+import type { FinnhubArticle } from "../../providers/finnhub.js";
+export declare class FinnhubAdapter {
+    readonly source: "finnhub";
+    mapToRecords(articles: FinnhubArticle[], query: string): SentinelRecord[];
+}
+export declare function extractTickersFromQuery(query: string): string[];

package/dist/sentiment/adapters/finnhub.js

@@ -0,0 +1,39 @@
+import { randomUUID } from "node:crypto";
+import { extractEntities } from "../../routing/entity-extractor.js";
+const MAX_TICKERS = 3;
+export class FinnhubAdapter {
+    source = "finnhub";
+    mapToRecords(articles, query) {
+        const fetchedAt = new Date().toISOString();
+        return articles.map((article) => ({
+            id: randomUUID(),
+            source: this.source,
+            sourceId: String(article.id),
+            query,
+            title: article.headline,
+            text: article.summary,
+            author: article.source,
+            url: article.url,
+            publishedAt: new Date(article.datetime * 1000).toISOString(),
+            fetchedAt,
+            engagement: {
+                score: 0,
+                replies: null,
+                shares: null,
+                views: null,
+            },
+            sentiment: {
+                score: 0,
+                confidence: 0,
+                method: "keyword",
+                tickers: article.related ? article.related.split(",").map((t) => t.trim()).filter(Boolean) : [],
+            },
+            metadata: { category: article.category },
+        }));
+    }
+}
+export function extractTickersFromQuery(query) {
+    const entities = extractEntities(query);
+    return entities.symbols.slice(0, MAX_TICKERS);
+}
+//# sourceMappingURL=finnhub.js.map

package/dist/sentiment/adapters/finnhub.js.map

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package/dist/sentiment/adapters/reddit.d.ts

@@ -0,0 +1,11 @@
+import type { SentinelRecord, SentimentAdapter } from "../types.js";
+import type { RedditSentimentResult } from "../../types/sentiment.js";
+import type { RedditComment } from "../../providers/reddit.js";
+export declare class RedditAdapter implements SentimentAdapter {
+    readonly source: "reddit";
+    mapPostsToRecords(result: RedditSentimentResult, query: string): SentinelRecord[];
+    mapCommentsToRecords(comments: RedditComment[], parentId: string, subreddit: string, query: string): SentinelRecord[];
+    fetch(_query: string, _options?: {
+        hours?: number;
+    }): Promise<SentinelRecord[]>;
+}