opencandle 0.2.0 → 0.4.0

package/dist/prompts/workflow-prompts.js

@@ -74,6 +74,32 @@ export function buildDisclosureBlock(slotValues, slotSources, workflowConstraint
     }
     return lines.join("\n");
 }
+/**
+ * Render the Assumptions block directly from router output. Workflow and
+ * fallback routes both call this so provenance labels render consistently.
+ * Matches `buildDisclosureBlock` labels verbatim (`User-specified` /
+ * `From saved preferences` / `Defaults`).
+ */
+export function buildAssumptionsBlockFromRouter(slots, workflowConstraints) {
+    const slotValues = {};
+    const slotSources = {};
+    for (const [key, slot] of Object.entries(slots)) {
+        slotValues[key] = formatSlotValue(slot.value);
+        slotSources[key] = slot.source;
+    }
+    return buildDisclosureBlock(slotValues, slotSources, workflowConstraints);
+}
+// Router slot values are `unknown` and may include arrays (e.g. symbols)
+// or nested objects. Default `${val}` coercion renders arrays as "a,b"
+// (no space) and objects as "[object Object]" — normalize here so the
+// shared disclosure renderer sees readable strings.
+function formatSlotValue(value) {
+    if (Array.isArray(value))
+        return value.map((v) => formatSlotValue(v)).join(", ");
+    if (value !== null && typeof value === "object")
+        return JSON.stringify(value);
+    return String(value);
+}
 export function buildPortfolioPrompt(resolution) {
     const { resolved: s, sources } = resolution;
     const isEtfOnly = s.assetScope.toLowerCase().startsWith("etf");
@@ -112,11 +138,10 @@ ${disclosureBlock}
 
 Response format:
 - Start with the assumptions block above exactly as written. Do not relabel source attribution anywhere else in your response.
-- This is an educational sample allocation request. Build the draft portfolio and include the standard disclaimer instead of refusing.
-- Present an allocation table: symbol, allocation %, dollar amount, and rationale for each position.
-- Include a risk summary (portfolio volatility, diversification quality).
-- Suggest what to change for more growth or more safety.
-- Include the standard disclaimer.`;
+- Commit to the draft: give concrete percentages for each position, not ranges, and not "consider allocating X-Y%".
+- Present an allocation table: symbol, allocation %, dollar amount, and a one-line analyst rationale for each position (what the data showed).
+- Include a risk summary (portfolio volatility, diversification quality) and an invalidation condition for the overall draft ("revisit if correlation exceeds 0.7 across the core ETFs" or equivalent).
+- Suggest what to change for more growth or more safety.`;
 }
 export function buildOptionsScreenerPrompt(resolution) {
     const { resolved: s, sources } = resolution;
@@ -140,6 +165,14 @@ Ranking constraints:
 - Only include contracts with |delta| >= 0.20.
 - Prefer ATM to slightly OTM before farther OTM.
 - Do NOT rank ultra-cheap near-zero-delta contracts as "best."
+`
+        : "";
+    const longDatedInstructions = s.dteTarget === "180_plus_days"
+        ? `
+For LEAPS / long-dated options:
+- First call get_option_chain without an expiration to inspect available expirations.
+- Choose available expirations inside the target window, then call get_option_chain again with explicit \`expiration\` dates before ranking contracts.
+- Do not rank the nearest-expiration chain as a LEAPS result.
 `
         : "";
     const disclosureBlock = buildDisclosureBlock({
@@ -166,6 +199,7 @@ Steps:
 3. Filter contracts matching: ${s.direction === "bullish" ? "calls" : "puts"}, DTE near ${s.dteTarget}, ${s.moneynessPreference} strikes.
 4. Rank by ${s.objective}: balance premium cost, delta exposure, and probability of profit.
 5. Filter for ${s.liquidityMinimum}: high open interest and tight bid-ask spread.
+${longDatedInstructions}
 ${rankingConstraints}
 ${disclosureBlock}
 

package/dist/prompts/workflow-prompts.js.map

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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;

package/dist/providers/alpha-vantage.js.map

@@ -1 +1 @@
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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 };

package/dist/providers/exa-search.js

@@ -0,0 +1,276 @@
+import { cache, TTL, STALE_LIMIT } from "../infra/cache.js";
+import { rateLimiter } from "../infra/rate-limiter.js";
+import { getConfig } from "../config.js";
+import { ProviderCredentialError } from "./provider-credential-error.js";
+const EXA_MCP_URL = "https://mcp.exa.ai/mcp";
+const EXA_API_URL = "https://api.exa.ai/search";
+const TIMEOUT_MS = 5_000;
+const SNIPPET_MAX_CHARS = 300;
+const CONTEXT_MAX_CHARS = 1_000;
+let requestIdCounter = 0;
+// ---------------------------------------------------------------------------
+// Freshness helpers
+// ---------------------------------------------------------------------------
+function freshnessToMs(freshness) {
+    switch (freshness) {
+        case "hours": return 60 * 60 * 1000;
+        case "day": return 24 * 60 * 60 * 1000;
+        case "week": return 7 * 24 * 60 * 60 * 1000;
+        case "month": return 30 * 24 * 60 * 60 * 1000;
+    }
+}
+function enrichQueryForMcp(query, freshness) {
+    switch (freshness) {
+        case "hours": return `${query} past hour`;
+        case "day": return `${query} past 24 hours`;
+        case "week": return `${query} past week`;
+        case "month": return `${query} past month`;
+    }
+}
+function startPublishedDate(freshness) {
+    return new Date(Date.now() - freshnessToMs(freshness)).toISOString();
+}
+function extractJsonRpcPayload(body, contentType) {
+    // Path 1: plain JSON response
+    if (contentType.includes("application/json")) {
+        return JSON.parse(body);
+    }
+    // Path 2: SSE — scan all data: lines for valid JSON-RPC
+    const dataLines = body.split("\n").filter((line) => line.startsWith("data:"));
+    for (const line of dataLines) {
+        const payload = line.slice(5).trim();
+        if (!payload)
+            continue;
+        try {
+            const candidate = JSON.parse(payload);
+            if (candidate?.result || candidate?.error)
+                return candidate;
+        }
+        catch {
+            // not valid JSON, try next line
+        }
+    }
+    // Path 3: fallback — try parsing entire body
+    try {
+        const candidate = JSON.parse(body);
+        if (candidate?.result || candidate?.error)
+            return candidate;
+    }
+    catch {
+        // not valid JSON
+    }
+    throw new Error("Exa MCP returned empty content");
+}
+function parseMcpResultBlocks(text) {
+    const blocks = text.split(/\n---\n/).filter((b) => b.trim().length > 0);
+    const results = [];
+    for (const block of blocks) {
+        const title = block.match(/^Title: (.+)/m)?.[1]?.trim() ?? "";
+        const url = block.match(/^URL: (.+)/m)?.[1]?.trim() ?? "";
+        if (!url)
+            continue;
+        const published = block.match(/^Published: (.+)/m)?.[1]?.trim() ?? null;
+        // Extract highlights/text content after the header fields
+        let content = "";
+        const hlMatch = block.match(/^Highlights:\n?/m);
+        if (hlMatch?.index != null) {
+            content = block.slice(hlMatch.index + hlMatch[0].length).trim();
+        }
+        const snippet = content.slice(0, SNIPPET_MAX_CHARS);
+        results.push({ title, url, published, snippet });
+    }
+    return results;
+}
+function mapApiResults(results) {
+    return results
+        .filter((r) => r.url)
+        .map((r) => ({
+        title: r.title ?? "",
+        url: r.url,
+        published: r.publishedDate ?? null,
+        snippet: (r.highlights?.join(" ") || r.text || "").slice(0, SNIPPET_MAX_CHARS),
+    }));
+}
+// ---------------------------------------------------------------------------
+// Freshness post-filter
+// ---------------------------------------------------------------------------
+function filterByFreshness(results, freshness) {
+    const cutoff = Date.now() - freshnessToMs(freshness);
+    return results.filter((r) => {
+        if (!r.published)
+            return true; // benefit of the doubt
+        const pubTime = new Date(r.published).getTime();
+        return !isNaN(pubTime) && pubTime >= cutoff;
+    });
+}
+// ---------------------------------------------------------------------------
+// Common helpers
+// ---------------------------------------------------------------------------
+function extractDomain(url) {
+    try {
+        return new URL(url).hostname.replace(/^www\./, "");
+    }
+    catch {
+        return url;
+    }
+}
+function toWebSearchResults(parsed, category) {
+    return parsed.map((r) => ({
+        title: r.title,
+        url: r.url,
+        snippet: r.snippet,
+        source: extractDomain(r.url),
+        published: r.published,
+        category,
+    }));
+}
+function exaCacheKey(query, opts) {
+    return `web:exa:${query}:${opts.category}:${opts.freshness}:${opts.limit}`;
+}
+// ---------------------------------------------------------------------------
+// MCP path
+// ---------------------------------------------------------------------------
+async function exaMcpSearch(query, opts) {
+    const enrichedQuery = enrichQueryForMcp(query, opts.freshness);
+    const response = await fetch(EXA_MCP_URL, {
+        method: "POST",
+        headers: {
+            "Content-Type": "application/json",
+            Accept: "application/json, text/event-stream",
+        },
+        body: JSON.stringify({
+            jsonrpc: "2.0",
+            id: ++requestIdCounter,
+            method: "tools/call",
+            params: {
+                name: "web_search_exa",
+                arguments: {
+                    query: enrichedQuery,
+                    numResults: opts.limit,
+                    livecrawl: "fallback",
+                    type: "auto",
+                    contextMaxCharacters: CONTEXT_MAX_CHARS,
+                },
+            },
+        }),
+        signal: AbortSignal.timeout(TIMEOUT_MS),
+    });
+    // Anti-abuse handling
+    const contentType = response.headers.get("content-type") ?? "";
+    if (!response.ok) {
+        if (response.status === 429) {
+            const retryAfter = response.headers.get("retry-after");
+            throw new Error(`Exa MCP rate limited (429)${retryAfter ? ` — retry after ${retryAfter}s` : ""}`);
+        }
+        if (response.status === 403) {
+            throw new Error("Exa MCP blocked (403) — possible IP-based blocking");
+        }
+        throw new Error(`Exa MCP HTTP ${response.status} ${response.statusText}`);
+    }
+    if (contentType.includes("text/html")) {
+        throw new Error("Exa MCP returned HTML instead of JSON-RPC (possible challenge page)");
+    }
+    const body = await response.text();
+    const payload = extractJsonRpcPayload(body, contentType);
+    if (payload.error) {
+        throw new Error(payload.error.message ?? `Exa MCP error: code ${payload.error.code}`);
+    }
+    const text = payload.result?.content?.find((item) => item.type === "text" && typeof item.text === "string")?.text;
+    if (!text || text.trim().length === 0) {
+        // Legitimate zero results
+        return {
+            query,
+            results: [],
+            resultCount: 0,
+            fetchedAt: new Date().toISOString(),
+            provider: "exa",
+        };
+    }
+    const parsed = parseMcpResultBlocks(text);
+    const filtered = filterByFreshness(parsed, opts.freshness);
+    const results = toWebSearchResults(filtered, opts.category);
+    return {
+        query,
+        results: results.slice(0, opts.limit),
+        resultCount: Math.min(results.length, opts.limit),
+        fetchedAt: new Date().toISOString(),
+        provider: "exa",
+    };
+}
+// ---------------------------------------------------------------------------
+// Direct API path
+// ---------------------------------------------------------------------------
+async function exaApiSearch(query, opts, apiKey) {
+    const response = await fetch(EXA_API_URL, {
+        method: "POST",
+        headers: {
+            "Content-Type": "application/json",
+            Authorization: `Bearer ${apiKey}`,
+        },
+        body: JSON.stringify({
+            query,
+            type: "auto",
+            numResults: opts.limit,
+            startPublishedDate: startPublishedDate(opts.freshness),
+            contents: {
+                text: { maxCharacters: CONTEXT_MAX_CHARS },
+                highlights: true,
+            },
+        }),
+        signal: AbortSignal.timeout(TIMEOUT_MS),
+    });
+    if (!response.ok) {
+        if (response.status === 401 || response.status === 403) {
+            throw new ProviderCredentialError("exa", "stale", response.status);
+        }
+        const body = await response.text().catch(() => "");
+        throw new Error(`Exa API HTTP ${response.status}: ${body.slice(0, 300)}`);
+    }
+    const data = (await response.json());
+    const parsed = mapApiResults(data.results ?? []);
+    const filtered = filterByFreshness(parsed, opts.freshness);
+    const results = toWebSearchResults(filtered, opts.category);
+    return {
+        query,
+        results: results.slice(0, opts.limit),
+        resultCount: Math.min(results.length, opts.limit),
+        fetchedAt: new Date().toISOString(),
+        provider: "exa",
+    };
+}
+// ---------------------------------------------------------------------------
+// Public entry point
+// ---------------------------------------------------------------------------
+export async function exaSearch(query, opts) {
+    const key = exaCacheKey(query, opts);
+    const cached = cache.get(key);
+    if (cached)
+        return cached;
+    try {
+        await rateLimiter.acquire("exa");
+        const config = getConfig();
+        const envelope = config.exaApiKey
+            ? await exaApiSearch(query, opts, config.exaApiKey)
+            : await exaMcpSearch(query, opts);
+        cache.set(key, envelope, TTL.WEB_SEARCH);
+        return envelope;
+    }
+    catch (error) {
+        // Re-throw abort errors immediately
+        if (error instanceof Error && error.name === "AbortError")
+            throw error;
+        if (error instanceof DOMException && error.name === "TimeoutError")
+            throw error;
+        // Re-throw credential errors so the tool layer can convert them to the
+        // tagged content block. Stale cache must not mask a real auth failure.
+        if (error instanceof ProviderCredentialError)
+            throw error;
+        const stale = cache.getStale(key, STALE_LIMIT.WEB_SEARCH);
+        if (stale)
+            return stale.value;
+        throw error;
+    }
+}
+// Exported for testing
+export { parseMcpResultBlocks, extractJsonRpcPayload, enrichQueryForMcp, filterByFreshness, mapApiResults, };
+//# sourceMappingURL=exa-search.js.map

package/dist/providers/exa-search.js.map

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

@@ -0,0 +1,17 @@
+export interface FinnhubArticle {
+    headline: string;
+    summary: string;
+    source: string;
+    datetime: number;
+    url: string;
+    related: string;
+    id: number;
+    category: string;
+    image: string;
+}
+export declare function finnhubDateRange(freshness: "hours" | "day" | "week" | "month"): {
+    from: string;
+    to: string;
+};
+export declare function filterByRelevance(articles: FinnhubArticle[], symbol: string, limit?: number): FinnhubArticle[];
+export declare function getCompanyNews(symbol: string, from: string, to: string, apiKey: string): Promise<FinnhubArticle[]>;

package/dist/providers/finnhub.js

@@ -0,0 +1,94 @@
+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 FINNHUB_BASE = "https://finnhub.io/api/v1";
+// Ticker → company name mapping for relevance filtering
+const TICKER_NAMES = {
+    AAPL: "apple",
+    MSFT: "microsoft",
+    GOOGL: "google",
+    GOOG: "google",
+    AMZN: "amazon",
+    META: "meta",
+    TSLA: "tesla",
+    NVDA: "nvidia",
+    TSM: "tsmc",
+    BABA: "alibaba",
+    NFLX: "netflix",
+    AMD: "amd",
+    INTC: "intel",
+    CRM: "salesforce",
+    ORCL: "oracle",
+};
+export function finnhubDateRange(freshness) {
+    const now = new Date();
+    const to = formatDate(now);
+    switch (freshness) {
+        case "hours":
+            return { from: to, to };
+        case "day": {
+            const d = new Date(now);
+            d.setDate(d.getDate() - 1);
+            return { from: formatDate(d), to };
+        }
+        case "week": {
+            const d = new Date(now);
+            d.setDate(d.getDate() - 7);
+            return { from: formatDate(d), to };
+        }
+        case "month": {
+            const d = new Date(now);
+            d.setDate(d.getDate() - 30);
+            return { from: formatDate(d), to };
+        }
+    }
+}
+function formatDate(d) {
+    return d.toISOString().slice(0, 10);
+}
+function cacheKey(symbol, from, to) {
+    return `finnhub:news:${symbol}:${from}:${to}`;
+}
+export function filterByRelevance(articles, symbol, limit = 20) {
+    const symLower = symbol.toLowerCase();
+    const companyName = TICKER_NAMES[symbol.toUpperCase()];
+    const filtered = articles.filter((a) => {
+        const hl = a.headline.toLowerCase();
+        const sm = a.summary.toLowerCase();
+        if (hl.includes(symLower) || sm.includes(symLower))
+            return true;
+        if (companyName && (hl.includes(companyName) || sm.includes(companyName)))
+            return true;
+        return false;
+    });
+    // Most recent first, capped
+    return filtered
+        .sort((a, b) => b.datetime - a.datetime)
+        .slice(0, limit);
+}
+export async function getCompanyNews(symbol, from, to, apiKey) {
+    const key = cacheKey(symbol, from, to);
+    const cached = cache.get(key);
+    if (cached)
+        return cached;
+    try {
+        await rateLimiter.acquire("finnhub");
+        const url = `${FINNHUB_BASE}/company-news?symbol=${encodeURIComponent(symbol)}&from=${from}&to=${to}&token=${apiKey}`;
+        const data = await httpGet(url);
+        const articles = Array.isArray(data) ? data : [];
+        const filtered = filterByRelevance(articles, symbol);
+        cache.set(key, filtered, TTL.FINNHUB_NEWS);
+        return filtered;
+    }
+    catch (error) {
+        if (error instanceof HttpError && (error.status === 401 || error.status === 403)) {
+            throw new ProviderCredentialError("finnhub", "stale", error.status);
+        }
+        const stale = cache.getStale(key, STALE_LIMIT.FINNHUB_NEWS);
+        if (stale)
+            return stale.value;
+        throw error;
+    }
+}
+//# sourceMappingURL=finnhub.js.map