opencandle 0.2.0 → 0.4.0

package/src/workflows/portfolio-builder.ts

@@ -0,0 +1,52 @@
+import type { PortfolioSlots, SlotResolution } from "../routing/types.js";
+import { buildPortfolioPrompt } from "../prompts/workflow-prompts.js";
+import type { WorkflowPlan } from "./types.js";
+import type { WorkflowDefinition } from "../runtime/prompt-step.js";
+import { promptStep } from "../runtime/prompt-step.js";
+
+export function buildPortfolioWorkflowDefinition(resolution: SlotResolution<PortfolioSlots>): WorkflowDefinition {
+  const s = resolution.resolved;
+
+  return {
+    workflowType: "portfolio_builder",
+    steps: [
+      promptStep("fetch_candidates", "Fetch market data and select candidates", buildPortfolioPrompt(resolution), {
+        requiredInputs: ["symbols"],
+        expectedOutputs: ["candidate_positions"],
+      }),
+      promptStep("risk_review", "Review risk and diversification", `Now review the risk and diversification of this draft portfolio:
+1. Use analyze_correlation across all ${s.positionCount} candidates to check for concentration risk.
+2. Use analyze_risk on each position for volatility and max drawdown.
+3. If correlation is too high (>0.7 between any pair), suggest a replacement to improve diversification.
+4. Confirm the portfolio fits a ${s.riskProfile} risk profile with ${s.timeHorizon} horizon.`, {
+        skippable: true,
+        requiredInputs: ["candidate_positions"],
+        expectedOutputs: ["risk_assessment"],
+      }),
+      promptStep("synthesize", "Present final portfolio draft", `Present the final portfolio draft as a structured summary:
+- State all assumptions at the top (which parameters were defaults vs user-specified vs saved preferences).
+- Commit to the allocation: concrete percentages per position, not ranges.
+- Present an allocation table: symbol, allocation %, dollar amount ($${s.budget.toLocaleString("en-US")} total), and one-line analyst rationale per position.
+- Include overall portfolio risk summary: estimated volatility, diversification quality, largest single risk. State an invalidation condition for the draft.
+- Suggest what to change for more growth or more safety.
+
+Length constraints:
+- Max 1 sentence of rationale per position in the allocation table.
+- Risk summary: max 3 bullet points.
+- Growth/safety suggestions: max 2 bullet points each.
+- Keep total response under 40 lines.`, {
+        requiredInputs: ["risk_assessment"],
+        expectedOutputs: ["portfolio_summary"],
+      }),
+    ],
+  };
+}
+
+/** @deprecated Use buildPortfolioWorkflowDefinition instead */
+export function buildPortfolioWorkflow(resolution: SlotResolution<PortfolioSlots>): WorkflowPlan {
+  const def = buildPortfolioWorkflowDefinition(resolution);
+  return {
+    initialPrompt: def.steps[0].prompt,
+    followUps: def.steps.slice(1).map((s) => s.prompt),
+  };
+}

package/src/workflows/types.ts

@@ -0,0 +1,4 @@
+export interface WorkflowPlan {
+  initialPrompt: string;
+  followUps: string[];
+}

package/dist/tools/sentiment/news-sentiment.d.ts

@@ -1,7 +0,0 @@
-import type { AgentTool } from "@mariozechner/pi-agent-core";
-import type { RedditSentimentResult } from "../../types/sentiment.js";
-declare const params: import("@sinclair/typebox").TObject<{
-    topic: import("@sinclair/typebox").TString;
-}>;
-export declare const newsSentimentTool: AgentTool<typeof params, RedditSentimentResult>;
-export {};

package/dist/tools/sentiment/news-sentiment.js

@@ -1,55 +0,0 @@
-import { Type } from "@sinclair/typebox";
-import { getSubredditPosts } from "../../providers/reddit.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
-const params = Type.Object({
-    topic: Type.String({
-        description: "Topic or ticker to search for news sentiment (e.g. AAPL, bitcoin, inflation)",
-    }),
-});
-export const newsSentimentTool = {
-    name: "get_reddit_discussions",
-    label: "Reddit Financial Discussions",
-    description: "Search financial Reddit communities (r/stocks, r/investing) for recent discussions about a topic. Useful for gauging retail sentiment, but not a substitute for news or institutional analysis.",
-    parameters: params,
-    async execute(toolCallId, args) {
-        // Use r/stocks and r/investing as news proxies
-        const subreddits = ["stocks", "investing"];
-        const allPosts = [];
-        const allMentions = [];
-        for (const sub of subreddits) {
-            const providerResult = await wrapProvider("reddit", () => getSubredditPosts(sub, 25));
-            if (providerResult.status === "unavailable")
-                continue;
-            const result = providerResult.data;
-            const relevant = result.posts.filter((p) => p.title.toLowerCase().includes(args.topic.toLowerCase()));
-            allPosts.push(...relevant);
-            allMentions.push(...result.topMentions);
-        }
-        const uniqueMentions = [...new Set(allMentions)];
-        const text = [
-            `**Reddit Discussions for "${args.topic}"** — ${allPosts.length} relevant posts found`,
-            uniqueMentions.length > 0
-                ? `Related tickers: ${uniqueMentions.map((t) => `$${t}`).join(", ")}`
-                : "",
-            "",
-            ...allPosts.slice(0, 10).map((p) => `  ⬆${p.score} 💬${p.comments} — ${p.title.slice(0, 100)}`),
-            allPosts.length === 0 ? "No relevant discussions found. Try broader search terms." : "",
-        ]
-            .filter(Boolean)
-            .join("\n");
-        return {
-            content: [{ type: "text", text }],
-            details: {
-                subreddit: "stocks+investing",
-                postCount: allPosts.length,
-                posts: allPosts,
-                topMentions: uniqueMentions,
-                sentimentScore: 0,
-                bullishCount: 0,
-                bearishCount: 0,
-                fetchedAt: new Date().toISOString(),
-            },
-        };
-    },
-};
-//# sourceMappingURL=news-sentiment.js.map

package/dist/tools/sentiment/news-sentiment.js.map

@@ -1 +0,0 @@
-{"version":3,"file":"news-sentiment.js","sourceRoot":"","sources":["../../../src/tools/sentiment/news-sentiment.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAEzC,OAAO,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AAC9D,OAAO,EAAE,YAAY,EAAE,MAAM,kCAAkC,CAAC;AAGhE,MAAM,MAAM,GAAG,IAAI,CAAC,MAAM,CAAC;IACzB,KAAK,EAAE,IAAI,CAAC,MAAM,CAAC;QACjB,WAAW,EAAE,8EAA8E;KAC5F,CAAC;CACH,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,iBAAiB,GAAoD;IAChF,IAAI,EAAE,wBAAwB;IAC9B,KAAK,EAAE,8BAA8B;IACrC,WAAW,EACT,iMAAiM;IACnM,UAAU,EAAE,MAAM;IAClB,KAAK,CAAC,OAAO,CAAC,UAAU,EAAE,IAAI;QAC5B,+CAA+C;QAC/C,MAAM,UAAU,GAAG,CAAC,QAAQ,EAAE,WAAW,CAAC,CAAC;QAC3C,MAAM,QAAQ,GAAmC,EAAE,CAAC;QACpD,MAAM,WAAW,GAAa,EAAE,CAAC;QAEjC,KAAK,MAAM,GAAG,IAAI,UAAU,EAAE,CAAC;YAC7B,MAAM,cAAc,GAAG,MAAM,YAAY,CAAC,QAAQ,EAAE,GAAG,EAAE,CAAC,iBAAiB,CAAC,GAAG,EAAE,EAAE,CAAC,CAAC,CAAC;YACtF,IAAI,cAAc,CAAC,MAAM,KAAK,aAAa;gBAAE,SAAS;YACtD,MAAM,MAAM,GAAG,cAAc,CAAC,IAAI,CAAC;YACnC,MAAM,QAAQ,GAAG,MAAM,CAAC,KAAK,CAAC,MAAM,CAClC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,WAAW,EAAE,CAAC,QAAQ,CAAC,IAAI,CAAC,KAAK,CAAC,WAAW,EAAE,CAAC,CAChE,CAAC;YACF,QAAQ,CAAC,IAAI,CAAC,GAAG,QAAQ,CAAC,CAAC;YAC3B,WAAW,CAAC,IAAI,CAAC,GAAG,MAAM,CAAC,WAAW,CAAC,CAAC;QAC1C,CAAC;QAED,MAAM,cAAc,GAAG,CAAC,GAAG,IAAI,GAAG,CAAC,WAAW,CAAC,CAAC,CAAC;QACjD,MAAM,IAAI,GAAG;YACX,6BAA6B,IAAI,CAAC,KAAK,SAAS,QAAQ,CAAC,MAAM,uBAAuB;YACtF,cAAc,CAAC,MAAM,GAAG,CAAC;gBACvB,CAAC,CAAC,oBAAoB,cAAc,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE;gBACrE,CAAC,CAAC,EAAE;YACN,EAAE;YACF,GAAG,QAAQ,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,GAAG,CAC1B,CAAC,CAAC,EAAE,EAAE,CAAC,MAAM,CAAC,CAAC,KAAK,MAAM,CAAC,CAAC,QAAQ,MAAM,CAAC,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,CAClE;YACD,QAAQ,CAAC,MAAM,KAAK,CAAC,CAAC,CAAC,CAAC,0DAA0D,CAAC,CAAC,CAAC,EAAE;SACxF;aACE,MAAM,CAAC,OAAO,CAAC;aACf,IAAI,CAAC,IAAI,CAAC,CAAC;QAEd,OAAO;YACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,CAAC;YACjC,OAAO,EAAE;gBACP,SAAS,EAAE,kBAAkB;gBAC7B,SAAS,EAAE,QAAQ,CAAC,MAAM;gBAC1B,KAAK,EAAE,QAAQ;gBACf,WAAW,EAAE,cAAc;gBAC3B,cAAc,EAAE,CAAC;gBACjB,YAAY,EAAE,CAAC;gBACf,YAAY,EAAE,CAAC;gBACf,SAAS,EAAE,IAAI,IAAI,EAAE,CAAC,WAAW,EAAE;aACpC;SACF,CAAC;IACJ,CAAC;CACF,CAAC"}