opencandle 0.3.0 → 0.4.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/assets/logo.svg +187 -0
- package/dist/cli.d.ts +1 -1
- package/dist/cli.js +38 -2
- package/dist/cli.js.map +1 -1
- package/dist/config.d.ts +9 -0
- package/dist/config.js +13 -0
- package/dist/config.js.map +1 -1
- package/dist/infra/browser.d.ts +10 -0
- package/dist/infra/browser.js +1 -0
- package/dist/infra/browser.js.map +1 -1
- package/dist/infra/native-dependencies.d.ts +1 -0
- package/dist/infra/native-dependencies.js +10 -0
- package/dist/infra/native-dependencies.js.map +1 -0
- package/dist/infra/node-version.d.ts +2 -0
- package/dist/infra/node-version.js +23 -0
- package/dist/infra/node-version.js.map +1 -0
- package/dist/memory/index.d.ts +2 -0
- package/dist/memory/index.js +1 -0
- package/dist/memory/index.js.map +1 -1
- package/dist/memory/sqlite.js +42 -4
- package/dist/memory/sqlite.js.map +1 -1
- package/dist/memory/storage.d.ts +6 -0
- package/dist/memory/storage.js +3 -3
- package/dist/memory/storage.js.map +1 -1
- package/dist/memory/tool-defaults.d.ts +8 -0
- package/dist/memory/tool-defaults.js +59 -0
- package/dist/memory/tool-defaults.js.map +1 -0
- package/dist/onboarding/connect.d.ts +13 -1
- package/dist/onboarding/connect.js +21 -10
- package/dist/onboarding/connect.js.map +1 -1
- package/dist/onboarding/prompt-user.d.ts +1 -1
- package/dist/onboarding/providers.d.ts +7 -0
- package/dist/onboarding/providers.js +6 -3
- package/dist/onboarding/providers.js.map +1 -1
- package/dist/onboarding/tool-helpers.d.ts +1 -1
- package/dist/pi/opencandle-extension.d.ts +7 -1
- package/dist/pi/opencandle-extension.js +186 -10
- package/dist/pi/opencandle-extension.js.map +1 -1
- package/dist/pi/session-storage.d.ts +2 -0
- package/dist/pi/session-storage.js +5 -0
- package/dist/pi/session-storage.js.map +1 -0
- package/dist/pi/session.d.ts +4 -1
- package/dist/pi/session.js +25 -3
- package/dist/pi/session.js.map +1 -1
- package/dist/pi/setup.d.ts +1 -1
- package/dist/pi/setup.js +1 -1
- package/dist/pi/setup.js.map +1 -1
- package/dist/pi/tool-adapter.d.ts +2 -2
- package/dist/pi/tool-adapter.js +14 -1
- package/dist/pi/tool-adapter.js.map +1 -1
- package/dist/prompts/context-builder.d.ts +22 -0
- package/dist/prompts/context-builder.js +45 -10
- package/dist/prompts/context-builder.js.map +1 -1
- package/dist/prompts/disclaimer.d.ts +6 -0
- package/dist/prompts/disclaimer.js +9 -0
- package/dist/prompts/disclaimer.js.map +1 -0
- package/dist/prompts/workflow-prompts.d.ts +8 -0
- package/dist/prompts/workflow-prompts.js +39 -5
- package/dist/prompts/workflow-prompts.js.map +1 -1
- package/dist/providers/yahoo-finance.js +70 -33
- package/dist/providers/yahoo-finance.js.map +1 -1
- package/dist/routing/defaults.js +1 -1
- package/dist/routing/defaults.js.map +1 -1
- package/dist/routing/index.d.ts +4 -0
- package/dist/routing/index.js +3 -0
- package/dist/routing/index.js.map +1 -1
- package/dist/routing/router-llm-client.d.ts +11 -0
- package/dist/routing/router-llm-client.js +42 -0
- package/dist/routing/router-llm-client.js.map +1 -0
- package/dist/routing/router-prompt.d.ts +2 -0
- package/dist/routing/router-prompt.js +138 -0
- package/dist/routing/router-prompt.js.map +1 -0
- package/dist/routing/router-types.d.ts +62 -0
- package/dist/routing/router-types.js +2 -0
- package/dist/routing/router-types.js.map +1 -0
- package/dist/routing/router.d.ts +10 -0
- package/dist/routing/router.js +194 -0
- package/dist/routing/router.js.map +1 -0
- package/dist/runtime/session-coordinator.d.ts +63 -3
- package/dist/runtime/session-coordinator.js +155 -4
- package/dist/runtime/session-coordinator.js.map +1 -1
- package/dist/runtime/tool-defaults-wrapper.d.ts +3 -0
- package/dist/runtime/tool-defaults-wrapper.js +25 -0
- package/dist/runtime/tool-defaults-wrapper.js.map +1 -0
- package/dist/sentiment/store.js +5 -0
- package/dist/sentiment/store.js.map +1 -1
- package/dist/system-prompt.js +20 -12
- package/dist/system-prompt.js.map +1 -1
- package/dist/tool-kit.d.ts +4 -4
- package/dist/tools/fundamentals/company-overview.d.ts +1 -1
- package/dist/tools/fundamentals/comps.d.ts +1 -1
- package/dist/tools/fundamentals/dcf.d.ts +1 -1
- package/dist/tools/fundamentals/earnings.d.ts +1 -1
- package/dist/tools/fundamentals/financials.d.ts +1 -1
- package/dist/tools/fundamentals/sec-filings.d.ts +1 -1
- package/dist/tools/index.d.ts +28 -1
- package/dist/tools/index.js +27 -0
- package/dist/tools/index.js.map +1 -1
- package/dist/tools/interaction/ask-user.d.ts +1 -1
- package/dist/tools/interaction/twitter-login.d.ts +1 -1
- package/dist/tools/macro/fear-greed.d.ts +1 -1
- package/dist/tools/macro/fred-data.d.ts +1 -1
- package/dist/tools/market/crypto-history.d.ts +1 -1
- package/dist/tools/market/crypto-price.d.ts +1 -1
- package/dist/tools/market/search-ticker.d.ts +1 -1
- package/dist/tools/market/stock-history.d.ts +1 -1
- package/dist/tools/market/stock-quote.d.ts +1 -1
- package/dist/tools/options/option-chain.d.ts +1 -1
- package/dist/tools/options/option-chain.js +4 -1
- package/dist/tools/options/option-chain.js.map +1 -1
- package/dist/tools/portfolio/correlation.d.ts +1 -1
- package/dist/tools/portfolio/predictions.d.ts +1 -1
- package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
- package/dist/tools/portfolio/tracker.d.ts +1 -1
- package/dist/tools/portfolio/watchlist.d.ts +1 -1
- package/dist/tools/sentiment/reddit-sentiment.d.ts +1 -1
- package/dist/tools/sentiment/sentiment-summary.d.ts +1 -1
- package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
- package/dist/tools/sentiment/twitter-sentiment.d.ts +1 -1
- package/dist/tools/sentiment/web-search.d.ts +1 -1
- package/dist/tools/sentiment/web-sentiment.d.ts +1 -1
- package/dist/tools/technical/backtest.d.ts +1 -1
- package/dist/tools/technical/indicators.d.ts +1 -1
- package/dist/tools/technical/indicators.js +7 -1
- package/dist/tools/technical/indicators.js.map +1 -1
- package/dist/workflows/options-screener.js +7 -2
- package/dist/workflows/options-screener.js.map +1 -1
- package/dist/workflows/portfolio-builder.js +3 -3
- package/dist/workflows/portfolio-builder.js.map +1 -1
- package/gui/server/background-quotes.ts +31 -0
- package/gui/server/chat-event-adapter.ts +142 -0
- package/gui/server/invoke-tool.ts +89 -0
- package/gui/server/live-chat-event-adapter.ts +181 -0
- package/gui/server/model-setup.ts +100 -0
- package/gui/server/package.json +5 -0
- package/gui/server/projector.ts +212 -0
- package/gui/server/server.ts +592 -0
- package/gui/server/session-actions.ts +31 -0
- package/gui/server/tool-metadata.ts +88 -0
- package/gui/server/websocket.ts +128 -0
- package/gui/server/writer-lock.ts +118 -0
- package/gui/shared/chat-events.ts +118 -0
- package/gui/shared/event-reducer.ts +186 -0
- package/gui/web/dist/assets/CatalogOverlay-D1ImSJTe.js +1 -0
- package/gui/web/dist/assets/index-DBrWq43L.css +1 -0
- package/gui/web/dist/assets/index-RflHaj0y.js +67 -0
- package/gui/web/dist/assets/logo-CWpt6Y2a.svg +187 -0
- package/gui/web/dist/index.html +17 -0
- package/package.json +44 -18
- package/src/analysts/contracts.ts +189 -0
- package/src/analysts/orchestrator.ts +300 -0
- package/src/cli.ts +205 -0
- package/src/config.ts +161 -0
- package/src/index.ts +5 -0
- package/src/infra/browser.ts +111 -0
- package/src/infra/cache.ts +103 -0
- package/src/infra/http-client.ts +68 -0
- package/src/infra/index.ts +18 -0
- package/src/infra/native-dependencies.ts +12 -0
- package/src/infra/node-version.ts +24 -0
- package/src/infra/open-url.ts +28 -0
- package/src/infra/opencandle-paths.ts +64 -0
- package/src/infra/rate-limiter.ts +64 -0
- package/src/memory/index.ts +10 -0
- package/src/memory/manager.ts +159 -0
- package/src/memory/preference-extractor.ts +106 -0
- package/src/memory/retrieval.ts +70 -0
- package/src/memory/sqlite.ts +172 -0
- package/src/memory/storage.ts +204 -0
- package/src/memory/tool-defaults.ts +87 -0
- package/src/memory/types.ts +67 -0
- package/src/onboarding/connect.ts +184 -0
- package/src/onboarding/credential-interceptor.ts +134 -0
- package/src/onboarding/degradation-accumulator.ts +79 -0
- package/src/onboarding/prompt-user.ts +85 -0
- package/src/onboarding/providers.ts +315 -0
- package/src/onboarding/state.ts +218 -0
- package/src/onboarding/tool-helpers.ts +111 -0
- package/src/onboarding/tool-tags.ts +201 -0
- package/src/onboarding/validation.ts +158 -0
- package/src/pi/opencandle-extension.ts +724 -0
- package/src/pi/session-storage.ts +5 -0
- package/src/pi/session.ts +81 -0
- package/src/pi/setup.ts +371 -0
- package/src/pi/tool-adapter.ts +36 -0
- package/src/prompts/context-builder.ts +204 -0
- package/src/prompts/disclaimer.ts +9 -0
- package/src/prompts/sections.ts +46 -0
- package/src/prompts/workflow-prompts.ts +279 -0
- package/src/providers/alpha-vantage.ts +292 -0
- package/src/providers/coingecko.ts +96 -0
- package/src/providers/exa-search.ts +373 -0
- package/src/providers/fear-greed.ts +45 -0
- package/src/providers/finnhub.ts +124 -0
- package/src/providers/fred.ts +83 -0
- package/src/providers/index.ts +9 -0
- package/src/providers/provider-credential-error.ts +23 -0
- package/src/providers/reddit.ts +151 -0
- package/src/providers/sec-edgar.ts +96 -0
- package/src/providers/twitter.ts +173 -0
- package/src/providers/web-search.ts +293 -0
- package/src/providers/with-fallback.ts +41 -0
- package/src/providers/wrap-provider.ts +64 -0
- package/src/providers/yahoo-finance.ts +367 -0
- package/src/routing/classify-intent.ts +194 -0
- package/src/routing/defaults.ts +29 -0
- package/src/routing/entity-extractor.ts +140 -0
- package/src/routing/index.ts +26 -0
- package/src/routing/router-llm-client.ts +51 -0
- package/src/routing/router-prompt.ts +159 -0
- package/src/routing/router-types.ts +66 -0
- package/src/routing/router.ts +213 -0
- package/src/routing/slot-resolver.ts +152 -0
- package/src/routing/types.ts +63 -0
- package/src/runtime/evidence.ts +77 -0
- package/src/runtime/index.ts +55 -0
- package/src/runtime/prompt-step.ts +75 -0
- package/src/runtime/provider-ids.ts +15 -0
- package/src/runtime/provider-tracker.ts +40 -0
- package/src/runtime/run-context.ts +22 -0
- package/src/runtime/session-coordinator.ts +406 -0
- package/src/runtime/tool-defaults-wrapper.ts +35 -0
- package/src/runtime/validation.ts +214 -0
- package/src/runtime/workflow-events.ts +75 -0
- package/src/runtime/workflow-runner.ts +188 -0
- package/src/runtime/workflow-types.ts +102 -0
- package/src/sentiment/adapters/finnhub.ts +44 -0
- package/src/sentiment/adapters/reddit.ts +65 -0
- package/src/sentiment/adapters/twitter.ts +36 -0
- package/src/sentiment/adapters/web.ts +44 -0
- package/src/sentiment/index.ts +58 -0
- package/src/sentiment/keywords.ts +9 -0
- package/src/sentiment/pipeline.ts +68 -0
- package/src/sentiment/scorer.ts +78 -0
- package/src/sentiment/store.ts +260 -0
- package/src/sentiment/trends.ts +90 -0
- package/src/sentiment/types.ts +108 -0
- package/src/system-prompt.ts +115 -0
- package/src/tool-kit.ts +68 -0
- package/src/tools/AGENTS.md +36 -0
- package/src/tools/fundamentals/company-overview.ts +54 -0
- package/src/tools/fundamentals/comps.ts +156 -0
- package/src/tools/fundamentals/dcf.ts +267 -0
- package/src/tools/fundamentals/earnings.ts +47 -0
- package/src/tools/fundamentals/financials.ts +54 -0
- package/src/tools/fundamentals/sec-filings.ts +61 -0
- package/src/tools/index.ts +88 -0
- package/src/tools/interaction/ask-user.ts +81 -0
- package/src/tools/interaction/twitter-login.ts +93 -0
- package/src/tools/macro/fear-greed.ts +41 -0
- package/src/tools/macro/fred-data.ts +54 -0
- package/src/tools/market/crypto-history.ts +51 -0
- package/src/tools/market/crypto-price.ts +53 -0
- package/src/tools/market/search-ticker.ts +53 -0
- package/src/tools/market/stock-history.ts +79 -0
- package/src/tools/market/stock-quote.ts +64 -0
- package/src/tools/options/greeks.ts +82 -0
- package/src/tools/options/option-chain.ts +91 -0
- package/src/tools/portfolio/correlation.ts +162 -0
- package/src/tools/portfolio/predictions.ts +253 -0
- package/src/tools/portfolio/risk-analysis.ts +134 -0
- package/src/tools/portfolio/tracker.ts +147 -0
- package/src/tools/portfolio/watchlist.ts +153 -0
- package/src/tools/sentiment/reddit-sentiment.ts +164 -0
- package/src/tools/sentiment/sentiment-summary.ts +256 -0
- package/src/tools/sentiment/sentiment-trend.ts +58 -0
- package/src/tools/sentiment/twitter-sentiment.ts +96 -0
- package/src/tools/sentiment/web-search.ts +150 -0
- package/src/tools/sentiment/web-sentiment.ts +76 -0
- package/src/tools/technical/backtest.ts +246 -0
- package/src/tools/technical/indicators.ts +258 -0
- package/src/types/fundamentals.ts +46 -0
- package/src/types/index.ts +20 -0
- package/src/types/macro.ts +27 -0
- package/src/types/market.ts +43 -0
- package/src/types/options.ts +35 -0
- package/src/types/portfolio.ts +41 -0
- package/src/types/sentiment.ts +70 -0
- package/src/workflows/compare-assets.ts +39 -0
- package/src/workflows/index.ts +4 -0
- package/src/workflows/options-screener.ts +49 -0
- package/src/workflows/portfolio-builder.ts +52 -0
- package/src/workflows/types.ts +4 -0
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import type { ExtensionAPI, ExtensionCommandContext, ExtensionContext } from "@
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import type { ExtensionAPI, ExtensionCommandContext, ExtensionContext } from "@earendil-works/pi-coding-agent";
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/**
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import { initDefaultDatabase, MemoryStorage } from "../memory/index.js";
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const IMMEDIATE_IDLE_GRACE_MS = 100;
|
|
14
|
+
function parseMaybeJson(raw) {
|
|
15
|
+
if (typeof raw !== "string" || raw.length === 0)
|
|
16
|
+
return undefined;
|
|
17
|
+
try {
|
|
18
|
+
const parsed = JSON.parse(raw);
|
|
19
|
+
return parsed && typeof parsed === "object" && !Array.isArray(parsed)
|
|
20
|
+
? parsed
|
|
21
|
+
: undefined;
|
|
22
|
+
}
|
|
23
|
+
catch {
|
|
24
|
+
return undefined;
|
|
25
|
+
}
|
|
26
|
+
}
|
|
14
27
|
function hasPendingMessages(ctx) {
|
|
15
28
|
return ctx.hasPendingMessages?.() ?? false;
|
|
16
29
|
}
|
|
@@ -92,17 +105,105 @@ export class SessionCoordinator {
|
|
|
92
105
|
}
|
|
93
106
|
}
|
|
94
107
|
/** Record a workflow run in storage. */
|
|
95
|
-
recordWorkflowRun(workflowType, entities, resolved, defaultsUsed) {
|
|
108
|
+
recordWorkflowRun(workflowType, entities, resolved, defaultsUsed, turnType = "workflow") {
|
|
96
109
|
this.storage?.insertWorkflowRun({
|
|
97
110
|
sessionId: this.sessionId,
|
|
98
111
|
workflowType,
|
|
99
112
|
inputSlotsJson: JSON.stringify(entities),
|
|
100
113
|
resolvedSlotsJson: JSON.stringify(resolved),
|
|
101
114
|
defaultsUsedJson: JSON.stringify(defaultsUsed),
|
|
115
|
+
turnType,
|
|
102
116
|
});
|
|
103
117
|
}
|
|
118
|
+
/**
|
|
119
|
+
* Extract the last `max` user/assistant turns from the session branch as
|
|
120
|
+
* `{role, text}` pairs, oldest→newest. Walks `sessionManager.getBranch()`
|
|
121
|
+
* (root→leaf order) and filters per the intent-routing spec:
|
|
122
|
+
*
|
|
123
|
+
* - Keep only `type === "message"` entries whose `message.role` is
|
|
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|
+
* `"user"` or `"assistant"`. Compaction, branch_summary, custom, label,
|
|
125
|
+
* thinking_level_change, model_change, and session_info entries are
|
|
126
|
+
* skipped. Tool-result messages (`role === "toolResult"`) are skipped.
|
|
127
|
+
* - Extract concatenated text-block content. User `content` may be a
|
|
128
|
+
* plain string; assistant `content` is always an array of blocks, from
|
|
129
|
+
* which only `type === "text"` blocks contribute.
|
|
130
|
+
* - Drop entries whose resulting text is empty or whitespace-only
|
|
131
|
+
* (handles aborted assistant turns and tool-only assistant turns).
|
|
132
|
+
* - Slice to the last `max` qualifying entries.
|
|
133
|
+
*
|
|
134
|
+
* Privacy note: conversational text in priorTurns is NOT filtered by
|
|
135
|
+
* `NEVER_TRUST_FROM_MEMORY` (which governs structured memory keys). A
|
|
136
|
+
* future `/forget` command is the designated scrubbing primitive — see
|
|
137
|
+
* `openspec/changes/router-context-and-observability/` for the follow-up.
|
|
138
|
+
*/
|
|
139
|
+
buildPriorTurns(sessionManager, max = 5) {
|
|
140
|
+
const branch = sessionManager.getBranch();
|
|
141
|
+
const turns = [];
|
|
142
|
+
for (const entry of branch) {
|
|
143
|
+
if (entry.type !== "message")
|
|
144
|
+
continue;
|
|
145
|
+
const msg = entry.message;
|
|
146
|
+
if (!msg || typeof msg !== "object")
|
|
147
|
+
continue;
|
|
148
|
+
const role = msg.role;
|
|
149
|
+
if (role !== "user" && role !== "assistant")
|
|
150
|
+
continue;
|
|
151
|
+
const rawContent = msg.content;
|
|
152
|
+
let text = "";
|
|
153
|
+
if (typeof rawContent === "string") {
|
|
154
|
+
text = rawContent;
|
|
155
|
+
}
|
|
156
|
+
else if (Array.isArray(rawContent)) {
|
|
157
|
+
for (const block of rawContent) {
|
|
158
|
+
if (block &&
|
|
159
|
+
typeof block === "object" &&
|
|
160
|
+
block.type === "text" &&
|
|
161
|
+
typeof block.text === "string") {
|
|
162
|
+
text += block.text;
|
|
163
|
+
}
|
|
164
|
+
}
|
|
165
|
+
}
|
|
166
|
+
if (text.trim().length === 0)
|
|
167
|
+
continue;
|
|
168
|
+
turns.push({ role, text });
|
|
169
|
+
}
|
|
170
|
+
return turns.slice(-max);
|
|
171
|
+
}
|
|
172
|
+
/**
|
|
173
|
+
* Expose prior turns + recent runs + profile snapshot for the router
|
|
174
|
+
* input context. Fixed-window per design.md §7 (last 5 turns, 3 runs).
|
|
175
|
+
* `priorTurns` is derived from the session branch at call time; see
|
|
176
|
+
* `buildPriorTurns` for the filter rules.
|
|
177
|
+
*/
|
|
178
|
+
buildRouterContextBase(sessionManager) {
|
|
179
|
+
const priorTurns = this.buildPriorTurns(sessionManager);
|
|
180
|
+
if (!this.storage) {
|
|
181
|
+
return { profileSnapshot: {}, recentWorkflowRuns: [], priorTurns };
|
|
182
|
+
}
|
|
183
|
+
const prefs = this.storage.getPreferencesByNamespace("global");
|
|
184
|
+
const profileSnapshot = {};
|
|
185
|
+
for (const p of prefs) {
|
|
186
|
+
const key = String(p.key);
|
|
187
|
+
const rawValue = p.value_json;
|
|
188
|
+
if (typeof rawValue === "string") {
|
|
189
|
+
try {
|
|
190
|
+
profileSnapshot[key] = JSON.parse(rawValue);
|
|
191
|
+
}
|
|
192
|
+
catch {
|
|
193
|
+
profileSnapshot[key] = rawValue;
|
|
194
|
+
}
|
|
195
|
+
}
|
|
196
|
+
}
|
|
197
|
+
const runs = this.storage.getRecentWorkflowRuns(3).map((r) => ({
|
|
198
|
+
workflowType: String(r.workflow_type ?? ""),
|
|
199
|
+
turnType: String(r.turn_type ?? "workflow"),
|
|
200
|
+
resolvedSlots: parseMaybeJson(r.resolved_slots_json),
|
|
201
|
+
createdAt: String(r.created_at ?? ""),
|
|
202
|
+
}));
|
|
203
|
+
return { profileSnapshot, recentWorkflowRuns: runs, priorTurns };
|
|
204
|
+
}
|
|
104
205
|
/** Build system prompt using composable sections. */
|
|
105
|
-
buildSystemPrompt(basePrompt, workflowType) {
|
|
206
|
+
buildSystemPrompt(basePrompt, workflowType, fallbackContext) {
|
|
106
207
|
const builder = new PromptContextBuilder();
|
|
107
208
|
const addonTools = getAddonToolDescriptions();
|
|
108
209
|
const addonDescriptions = addonTools.length > 0
|
|
@@ -115,8 +216,27 @@ export class SessionCoordinator {
|
|
|
115
216
|
workflowType,
|
|
116
217
|
memoryContext: memoryContext || undefined,
|
|
117
218
|
addonToolDescriptions: addonDescriptions,
|
|
219
|
+
fallbackContext,
|
|
118
220
|
});
|
|
119
|
-
|
|
221
|
+
const toolDefaults = formatToolDefaultsForPrompt();
|
|
222
|
+
const defaultsSection = toolDefaults.length > 0
|
|
223
|
+
? `\n\n## User Tool Defaults\n${toolDefaults.join("\n")}`
|
|
224
|
+
: "";
|
|
225
|
+
return `${basePrompt}\n\n${builder.build()}${defaultsSection}`;
|
|
226
|
+
}
|
|
227
|
+
/**
|
|
228
|
+
* Stash a pending fallback context so the very next `before_agent_start`
|
|
229
|
+
* hook can slot it into the system prompt. Cleared after consumption so
|
|
230
|
+
* subsequent turns do not inherit stale fallback directives.
|
|
231
|
+
*/
|
|
232
|
+
pendingFallbackContext = null;
|
|
233
|
+
setPendingFallbackContext(ctx) {
|
|
234
|
+
this.pendingFallbackContext = ctx;
|
|
235
|
+
}
|
|
236
|
+
consumePendingFallbackContext() {
|
|
237
|
+
const ctx = this.pendingFallbackContext;
|
|
238
|
+
this.pendingFallbackContext = null;
|
|
239
|
+
return ctx;
|
|
120
240
|
}
|
|
121
241
|
/**
|
|
122
242
|
* Execute a workflow definition through the WorkflowRunner,
|
|
@@ -168,4 +288,35 @@ export class SessionCoordinator {
|
|
|
168
288
|
this.runner?.cancel();
|
|
169
289
|
}
|
|
170
290
|
}
|
|
291
|
+
function formatToolDefaultsForPrompt() {
|
|
292
|
+
try {
|
|
293
|
+
return [...getAllDefaults()]
|
|
294
|
+
.filter(([, defaults]) => Object.keys(defaults).some((key) => key !== "__enabled"))
|
|
295
|
+
.map(([toolName, defaults]) => {
|
|
296
|
+
const pairs = flattenDefaults(defaults)
|
|
297
|
+
.filter(([key]) => key !== "__enabled")
|
|
298
|
+
.map(([key, value]) => `${key}: ${String(value)}`);
|
|
299
|
+
return `- User has set defaults for \`${toolName}\` (${pairs.join(", ")}). You may override when the user's request requires it.`;
|
|
300
|
+
});
|
|
301
|
+
}
|
|
302
|
+
catch {
|
|
303
|
+
return [];
|
|
304
|
+
}
|
|
305
|
+
}
|
|
306
|
+
function flattenDefaults(defaults, prefix = "") {
|
|
307
|
+
const out = [];
|
|
308
|
+
for (const [key, value] of Object.entries(defaults)) {
|
|
309
|
+
const path = prefix ? `${prefix}.${key}` : key;
|
|
310
|
+
if (isPlainObject(value)) {
|
|
311
|
+
out.push(...flattenDefaults(value, path));
|
|
312
|
+
}
|
|
313
|
+
else {
|
|
314
|
+
out.push([path, value]);
|
|
315
|
+
}
|
|
316
|
+
}
|
|
317
|
+
return out;
|
|
318
|
+
}
|
|
319
|
+
function isPlainObject(value) {
|
|
320
|
+
return typeof value === "object" && value !== null && !Array.isArray(value);
|
|
321
|
+
}
|
|
171
322
|
//# sourceMappingURL=session-coordinator.js.map
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"session-coordinator.js","sourceRoot":"","sources":["../../src/runtime/session-coordinator.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,mBAAmB,EAAE,aAAa,EAAE,MAAM,oBAAoB,CAAC;
|
|
1
|
+
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@@ -0,0 +1,3 @@
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1
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+
import type { AgentTool } from "@earendil-works/pi-agent-core";
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2
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+
import type { TSchema } from "@sinclair/typebox";
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3
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+
export declare function wrapWithDefaults<TParams extends TSchema, TDetails>(tool: AgentTool<TParams, TDetails>, defaults: Record<string, unknown>): AgentTool<TParams, TDetails>;
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@@ -0,0 +1,25 @@
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1
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+
export function wrapWithDefaults(tool, defaults) {
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2
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+
return {
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3
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+
...tool,
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4
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+
execute: async (toolCallId, params, signal, onUpdate) => {
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5
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+
const merged = mergeDefaults(defaults, params);
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6
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+
return tool.execute(toolCallId, merged, signal, onUpdate);
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7
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+
},
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8
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+
};
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9
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+
}
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10
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+
function mergeDefaults(defaults, args) {
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11
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+
if (Object.keys(defaults).length === 0)
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12
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+
return args;
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13
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+
const out = { ...defaults };
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14
|
+
for (const [key, value] of Object.entries(args)) {
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15
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+
const base = out[key];
|
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16
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+
out[key] = isPlainObject(base) && isPlainObject(value)
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17
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+
? mergeDefaults(base, value)
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18
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+
: value;
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19
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+
}
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20
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+
return out;
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21
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+
}
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22
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+
function isPlainObject(value) {
|
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23
|
+
return typeof value === "object" && value !== null && !Array.isArray(value);
|
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24
|
+
}
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25
|
+
//# sourceMappingURL=tool-defaults-wrapper.js.map
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@@ -0,0 +1 @@
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1
|
+
{"version":3,"file":"tool-defaults-wrapper.js","sourceRoot":"","sources":["../../src/runtime/tool-defaults-wrapper.ts"],"names":[],"mappings":"AAGA,MAAM,UAAU,gBAAgB,CAC9B,IAAkC,EAClC,QAAiC;IAEjC,OAAO;QACL,GAAG,IAAI;QACP,OAAO,EAAE,KAAK,EAAE,UAAU,EAAE,MAAM,EAAE,MAAM,EAAE,QAAQ,EAAE,EAAE;YACtD,MAAM,MAAM,GAAG,aAAa,CAAC,QAAQ,EAAE,MAAiC,CAAC,CAAC;YAC1E,OAAO,IAAI,CAAC,OAAO,CAAC,UAAU,EAAE,MAAuB,EAAE,MAAM,EAAE,QAAQ,CAAC,CAAC;QAC7E,CAAC;KACF,CAAC;AACJ,CAAC;AAED,SAAS,aAAa,CACpB,QAAiC,EACjC,IAA6B;IAE7B,IAAI,MAAM,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,IAAI,CAAC;IAEpD,MAAM,GAAG,GAA4B,EAAE,GAAG,QAAQ,EAAE,CAAC;IACrD,KAAK,MAAM,CAAC,GAAG,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,EAAE,CAAC;QAChD,MAAM,IAAI,GAAG,GAAG,CAAC,GAAG,CAAC,CAAC;QACtB,GAAG,CAAC,GAAG,CAAC,GAAG,aAAa,CAAC,IAAI,CAAC,IAAI,aAAa,CAAC,KAAK,CAAC;YACpD,CAAC,CAAC,aAAa,CAAC,IAAI,EAAE,KAAK,CAAC;YAC5B,CAAC,CAAC,KAAK,CAAC;IACZ,CAAC;IACD,OAAO,GAAG,CAAC;AACb,CAAC;AAED,SAAS,aAAa,CAAC,KAAc;IACnC,OAAO,OAAO,KAAK,KAAK,QAAQ,IAAI,KAAK,KAAK,IAAI,IAAI,CAAC,KAAK,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;AAC9E,CAAC"}
|
package/dist/sentiment/store.js
CHANGED
|
@@ -1,4 +1,6 @@
|
|
|
1
1
|
import Database from "better-sqlite3";
|
|
2
|
+
import { mkdirSync } from "node:fs";
|
|
3
|
+
import { dirname } from "node:path";
|
|
2
4
|
const SCHEMA_VERSION = 1;
|
|
3
5
|
const CREATE_SCHEMA = `
|
|
4
6
|
CREATE TABLE IF NOT EXISTS schema_version (
|
|
@@ -49,6 +51,9 @@ const TRIGGERS = `
|
|
|
49
51
|
export class SentimentStore {
|
|
50
52
|
db;
|
|
51
53
|
constructor(pathOrMemory) {
|
|
54
|
+
if (pathOrMemory !== ":memory:") {
|
|
55
|
+
mkdirSync(dirname(pathOrMemory), { recursive: true });
|
|
56
|
+
}
|
|
52
57
|
this.db = new Database(pathOrMemory);
|
|
53
58
|
if (pathOrMemory !== ":memory:") {
|
|
54
59
|
this.db.pragma("journal_mode = WAL");
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"store.js","sourceRoot":"","sources":["../../src/sentiment/store.ts"],"names":[],"mappings":"AAAA,OAAO,QAAQ,MAAM,gBAAgB,CAAC;
|
|
1
|
+
{"version":3,"file":"store.js","sourceRoot":"","sources":["../../src/sentiment/store.ts"],"names":[],"mappings":"AAAA,OAAO,QAAQ,MAAM,gBAAgB,CAAC;AACtC,OAAO,EAAE,SAAS,EAAE,MAAM,SAAS,CAAC;AACpC,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAGpC,MAAM,cAAc,GAAG,CAAC,CAAC;AAEzB,MAAM,aAAa,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAkCrB,CAAC;AAEF,MAAM,QAAQ,GAAG;;;;;;;;;;CAUhB,CAAC;AAaF,MAAM,OAAO,cAAc;IACjB,EAAE,CAAoB;IAE9B,YAAY,YAAoB;QAC9B,IAAI,YAAY,KAAK,UAAU,EAAE,CAAC;YAChC,SAAS,CAAC,OAAO,CAAC,YAAY,CAAC,EAAE,EAAE,SAAS,EAAE,IAAI,EAAE,CAAC,CAAC;QACxD,CAAC;QACD,IAAI,CAAC,EAAE,GAAG,IAAI,QAAQ,CAAC,YAAY,CAAC,CAAC;QACrC,IAAI,YAAY,KAAK,UAAU,EAAE,CAAC;YAChC,IAAI,CAAC,EAAE,CAAC,MAAM,CAAC,oBAAoB,CAAC,CAAC;QACvC,CAAC;QACD,IAAI,CAAC,UAAU,EAAE,CAAC;IACpB,CAAC;IAEO,UAAU;QAChB,IAAI,CAAC,EAAE,CAAC,IAAI,CAAC,aAAa,CAAC,CAAC;QAC5B,IAAI,CAAC,EAAE,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC;QAEvB,MAAM,GAAG,GAAG,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC,oCAAoC,CAAC,CAAC,GAAG,EAExD,CAAC;QACd,IAAI,CAAC,GAAG,EAAE,CAAC;YACT,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC,iDAAiD,CAAC,CAAC,GAAG,CAAC,cAAc,CAAC,CAAC;QACzF,CAAC;IACH,CAAC;IAED,gBAAgB;QACd,MAAM,GAAG,GAAG,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC,oCAAoC,CAAC,CAAC,GAAG,EAAyB,CAAC;QAC/F,OAAO,GAAG,CAAC,OAAO,CAAC;IACrB,CAAC;IAED,MAAM,CAAC,OAAyB;QAC9B,MAAM,IAAI,GAAG,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC;;;;;;;KAO5B,CAAC,CAAC;QAEH,MAAM,EAAE,GAAG,IAAI,CAAC,EAAE,CAAC,WAAW,CAAC,CAAC,IAAsB,EAAE,EAAE;YACxD,KAAK,MAAM,CAAC,IAAI,IAAI,EAAE,CAAC;gBACrB,IAAI,CAAC,GAAG,CACN,CAAC,CAAC,EAAE,EACJ,CAAC,CAAC,MAAM,EACR,CAAC,CAAC,QAAQ,EACV,CAAC,CAAC,KAAK,EACP,CAAC,CAAC,KAAK,EACP,CAAC,CAAC,IAAI,EACN,CAAC,CAAC,MAAM,EACR,CAAC,CAAC,GAAG,EACL,CAAC,CAAC,WAAW,EACb,CAAC,CAAC,SAAS,EACX,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,UAAU,CAAC,EAC5B,CAAC,CAAC,SAAS,CAAC,KAAK,EACjB,CAAC,CAAC,SAAS,CAAC,UAAU,EACtB,CAAC,CAAC,SAAS,CAAC,MAAM,EAClB,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,SAAS,CAAC,OAAO,CAAC,EACnC,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,QAAQ,CAAC,CAC3B,CAAC;YACJ,CAAC;QACH,CAAC,CAAC,CAAC;QAEH,EAAE,CAAC,OAAO,CAAC,CAAC;IACd,CAAC;IAED,MAAM,CAAC,KAAa,EAAE,OAAuB;QAC3C,IAAI,GAAG,GAAG;;;;KAIT,CAAC;QACF,MAAM,MAAM,GAAc,CAAC,KAAK,CAAC,CAAC;QAElC,IAAI,OAAO,EAAE,MAAM,EAAE,CAAC;YACpB,GAAG,IAAI,oBAAoB,CAAC;YAC5B,MAAM,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC;QAC9B,CAAC;QACD,IAAI,OAAO,EAAE,KAAK,EAAE,CAAC;YACnB,GAAG,IAAI,yBAAyB,CAAC;YACjC,MAAM,CAAC,IAAI,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;QAC7B,CAAC;QACD,IAAI,OAAO,EAAE,KAAK,EAAE,CAAC;YACnB,GAAG,IAAI,yBAAyB,CAAC;YACjC,MAAM,CAAC,IAAI,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;QAC7B,CAAC;QAED,GAAG,IAAI,wCAAwC,CAAC;QAEhD,MAAM,IAAI,GAAG,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC,GAAG,CAAC,GAAG,MAAM,CAAa,CAAC;QAC7D,OAAO,IAAI,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC;IAC/B,CAAC;IAED,WAAW,CAAC,MAAc,EAAE,OAA4B;QACtD,IAAI,GAAG,GAAG,0DAA0D,CAAC;QACrE,MAAM,OAAO,GAAG,KAAK,MAAM,IAAI,CAAC;QAChC,MAAM,MAAM,GAAc,CAAC,OAAO,CAAC,CAAC;QAEpC,IAAI,OAAO,EAAE,KAAK,EAAE,CAAC;YACnB,GAAG,IAAI,sBAAsB,CAAC;YAC9B,MAAM,CAAC,IAAI,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;QAC7B,CAAC;QAED,GAAG,IAAI,qCAAqC,CAAC;QAC7C,MAAM,IAAI,GAAG,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC,GAAG,CAAC,GAAG,MAAM,CAAa,CAAC;QAC7D,OAAO,IAAI,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC;IAC/B,CAAC;IAED,aAAa,CAAC,KAAa,EAAE,OAA0B;QACrD,MAAM,KAAK,GAAG,IAAI,IAAI,EAAE,CAAC;QACzB,KAAK,CAAC,OAAO,CAAC,KAAK,CAAC,OAAO,EAAE,GAAG,OAAO,CAAC,IAAI,CAAC,CAAC;QAC9C,MAAM,QAAQ,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;QACrC,MAAM,aAAa,GAAG,OAAO,CAAC,WAAW,GAAG,IAAI,CAAC;QAEjD,MAAM,GAAG,GAAG;;;;;;;;;KASX,CAAC;QAEF,MAAM,IAAI,GAAG,IAAI,CAAC,EAAE,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC,GAAG,CAAC,aAAa,EAAE,aAAa,EAAE,KAAK,EAAE,QAAQ,CAIjF,CAAC;QAEH,OAAO,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;YACtB,SAAS,EAAE,IAAI,IAAI,CAAC,CAAC,CAAC,SAAS,GAAG,IAAI,CAAC,CAAC,WAAW,EAAE;YACrD,QAAQ,EAAE,CAAC,CAAC,SAAS;YACrB,KAAK,EAAE,CAAC,CAAC,GAAG;SACb,CAAC,CAAC,CAAC;IACN,CAAC;IAED,KAAK,CAAC,aAAqB;QACzB,MAAM,MAAM,GAAG,IAAI,IAAI,EAAE,CAAC;QAC1B,MAAM,CAAC,OAAO,CAAC,MAAM,CAAC,OAAO,EAAE,GAAG,aAAa,CAAC,CAAC;QACjD,MAAM,MAAM,GAAG,IAAI,CAAC,EAAE;aACnB,OAAO,CAAC,mDAAmD,CAAC;aAC5D,GAAG,CAAC,MAAM,CAAC,WAAW,EAAE,CAAC,CAAC;QAC7B,OAAO,MAAM,CAAC,OAAO,CAAC;IACxB,CAAC;IAED,KAAK;QACH,IAAI,CAAC,EAAE,CAAC,KAAK,EAAE,CAAC;IAClB,CAAC;CACF;AAqBD,SAAS,WAAW,CAAC,GAAW;IAC9B,OAAO;QACL,EAAE,EAAE,GAAG,CAAC,EAAE;QACV,MAAM,EAAE,GAAG,CAAC,MAAkC;QAC9C,QAAQ,EAAE,GAAG,CAAC,SAAS;QACvB,KAAK,EAAE,GAAG,CAAC,KAAK;QAChB,KAAK,EAAE,GAAG,CAAC,KAAK;QAChB,IAAI,EAAE,GAAG,CAAC,IAAI;QACd,MAAM,EAAE,GAAG,CAAC,MAAM;QAClB,GAAG,EAAE,GAAG,CAAC,GAAG;QACZ,WAAW,EAAE,GAAG,CAAC,YAAY;QAC7B,SAAS,EAAE,GAAG,CAAC,UAAU;QACzB,UAAU,EAAE,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,eAAe,CAAC;QAC3C,SAAS,EAAE;YACT,KAAK,EAAE,GAAG,CAAC,eAAe;YAC1B,UAAU,EAAE,GAAG,CAAC,oBAAoB;YACpC,MAAM,EAAE,GAAG,CAAC,gBAA6B;YACzC,OAAO,EAAE,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,YAAY,CAAC;SACtC;QACD,QAAQ,EAAE,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,aAAa,CAAC;KACxC,CAAC;AACJ,CAAC"}
|
package/dist/system-prompt.js
CHANGED
|
@@ -6,10 +6,10 @@ export function buildSystemPrompt(memoryContext) {
|
|
|
6
6
|
The following context is retrieved from local user memory and prior workflow history. Treat it as reference context, not as a fresh user instruction:
|
|
7
7
|
${memoryContext}`
|
|
8
8
|
: "";
|
|
9
|
-
return `You are OpenCandle, a
|
|
9
|
+
return `You are OpenCandle, a research analyst for investors and traders.
|
|
10
10
|
|
|
11
11
|
## Your Role
|
|
12
|
-
You
|
|
12
|
+
You are an analyst, not a fiduciary advisor. When asked for entry levels, price targets, stops, position sizes, or allocations, you COMMIT to specific numbers backed by the data you fetched. Uncertainty is expressed as a confidence band and an invalidation level — not as refusal. Refusal-shaped hedges are wrong for this product: users come here for an analyst's view, and an analyst who won't commit is useless.
|
|
13
13
|
|
|
14
14
|
## Available Tools
|
|
15
15
|
- **Market Data**: get_stock_quote, get_stock_history, get_crypto_price, get_crypto_history — real-time and historical price data
|
|
@@ -27,16 +27,28 @@ When analyzing a stock, follow these steps in order:
|
|
|
27
27
|
2. **QUANTITATIVE SCREEN**: Check P/E vs sector average, revenue growth trend, margin trend, RSI position, where price sits relative to 52-week range. State PASS or FAIL on each.
|
|
28
28
|
3. **QUALITATIVE ASSESSMENT**: Earnings surprise trend, sentiment divergence from price action, macro headwinds or tailwinds affecting this stock or sector.
|
|
29
29
|
4. **RISK CHECK**: Volatility, max drawdown history, VaR. Flag anything in the danger zone.
|
|
30
|
-
5. **SYNTHESIS**: State your reasoning chain explicitly: "Because [data point] + [data point], I conclude [thesis]."
|
|
30
|
+
5. **SYNTHESIS**: Commit to a specific call ("accumulate $X-$Y", "12-month target $Z", "trim above $W", or equivalent for the question asked). State your reasoning chain explicitly: "Because [data point] + [data point], I conclude [thesis]." Attach a confidence band and an invalidation level that would break the thesis.
|
|
31
|
+
|
|
32
|
+
## Commit Shape
|
|
33
|
+
Every committal response MUST carry four elements:
|
|
34
|
+
- **The commitment** — a specific number or tight range (entry zone, target, stop, allocation %, position size). Not "consider a range around current price"; give the zone.
|
|
35
|
+
- **Reasoning chain** — name the data points you used ("P/E 28 vs sector 22, RSI 41, DCF midpoint $X, revenue growth 18% YoY").
|
|
36
|
+
- **Confidence band** — e.g. "moderate conviction", "50% confidence", "high conviction given the sector tailwind". Be honest; low confidence is a legitimate answer, refusal is not.
|
|
37
|
+
- **Invalidation level** — what would change your view, stated concretely ("thesis breaks if quarterly revenue growth falls below 15%", "invalidated on a daily close below $120 with expanding volume").
|
|
38
|
+
|
|
39
|
+
## Analyst Framing, Not Fiduciary Framing
|
|
40
|
+
Phrase views as analyst opinion: "our read", "the data suggests", "analyst view", "our base case". Do NOT use fiduciary framing like "recommended for your specific situation", "tailored to your retirement plan", or "given your full financial picture" — you do NOT know the user's complete financial situation, taxes, or goals unless they stated them this session. You're publishing a research view, not writing a personal financial plan.
|
|
41
|
+
|
|
42
|
+
## Adaptive Explanation Depth
|
|
43
|
+
Calibrate explanation depth from conversational signals: the user's vocabulary in this turn, prior turns in the session, and explicit asks ("explain it simply", "TLDR"). A user throwing around delta/IV/DCF gets concise specifics with minimal framing; a user asking a basic question gets fuller reasoning. The commit-to-specifics bar is IDENTICAL for beginners and sophisticated users — only the depth of supporting explanation varies. Never use "you might not understand" as a reason to omit a number.
|
|
31
44
|
|
|
32
45
|
## Guidelines
|
|
33
46
|
- Always fetch data with tools before stating prices, ratios, or metrics. Never guess financial numbers. Every substantive response should be backed by at least one tool call — if you find yourself writing a response with zero tool calls, stop and think about what data would make it better.
|
|
34
47
|
- For options analysis, use get_option_chain to see the full chain with Greeks. Pay attention to put/call ratio, unusual volume, and IV levels.
|
|
35
48
|
- Present numerical data in tables when comparing multiple securities.
|
|
36
49
|
- Include data timestamps so users know how fresh the information is.
|
|
37
|
-
- Be concise and actionable. Lead with the
|
|
38
|
-
- Flag risks
|
|
39
|
-
- For portfolio-construction and options-screening requests, provide an educational draft using the workflow tools and include the disclaimer. Do not refuse solely because the user asked for an idea, allocation, or screened setup.
|
|
50
|
+
- Be concise and actionable. Lead with the commitment, then the reasoning chain.
|
|
51
|
+
- Flag downside and risks loudly. Commitment is not optimism — a bearish analyst view with conviction is valid output. Risk is expressed through the invalidation level and confidence band, never through refusal.
|
|
40
52
|
- Reuse prior tool outputs when they already answer the question. Do not re-fetch the same symbol and parameters unless you need a missing field or fresher timestamp.
|
|
41
53
|
- If one provider is missing data, continue with the remaining tools and clearly label unavailable metrics instead of aborting the entire response.
|
|
42
54
|
|
|
@@ -80,7 +92,7 @@ Playbooks by scenario (use these as starting points, adapt as needed):
|
|
|
80
92
|
2. Fetch get_economic_data for key macro indicators (Fed funds rate, CPI, unemployment)
|
|
81
93
|
3. Fetch get_stock_quote for benchmark ETFs relevant to their goal (e.g., SPY, QQQ, VTI for growth; BND, SCHD for income; GLD, BTC for alternatives)
|
|
82
94
|
4. Fetch get_technical_indicators on those ETFs to assess current momentum and overbought/oversold conditions
|
|
83
|
-
5. Synthesize: "Given current market conditions [data],
|
|
95
|
+
5. Synthesize: commit to a specific allocation across named assets, with reasoning, confidence, and invalidation. "Given current market conditions [data], our read is [allocation %], because [data points]; confidence [band]; invalidated if [condition]."
|
|
84
96
|
|
|
85
97
|
**"Build me a portfolio" / allocation request:**
|
|
86
98
|
1. Pick 5-8 candidate assets matching their stated goal and risk level
|
|
@@ -98,10 +110,6 @@ Playbooks by scenario (use these as starting points, adapt as needed):
|
|
|
98
110
|
If you are about to write a response that contains zero tool call results, STOP. Go fetch data first.
|
|
99
111
|
|
|
100
112
|
## Assumption Disclosure
|
|
101
|
-
Workflow prompts include a pre-rendered "Assumptions" block with correct source attribution (user-specified, saved preference, or default). Start your response with that block exactly as written. Do NOT independently relabel any value's source anywhere in your response. The assumptions block is the single authoritative provenance representation
|
|
102
|
-
${memorySection}
|
|
103
|
-
|
|
104
|
-
## Disclaimer
|
|
105
|
-
You are an AI assistant providing financial information and analysis for educational purposes. This is not financial advice. Users should consult qualified financial advisors before making investment decisions.`;
|
|
113
|
+
Workflow prompts include a pre-rendered "Assumptions" block with correct source attribution (user-specified, saved preference, or default). Start your response with that block exactly as written. Do NOT independently relabel any value's source anywhere in your response. The assumptions block is the single authoritative provenance representation.${memorySection}`;
|
|
106
114
|
}
|
|
107
115
|
//# sourceMappingURL=system-prompt.js.map
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"system-prompt.js","sourceRoot":"","sources":["../src/system-prompt.ts"],"names":[],"mappings":"AAAA,MAAM,UAAU,iBAAiB,CAAC,aAAsB;IACtD,MAAM,aAAa,GAAG,aAAa;QACjC,CAAC,CAAC;;;;EAIJ,aAAa,EAAE;QACb,CAAC,CAAC,EAAE,CAAC;IAEP,OAAO
|
|
1
|
+
{"version":3,"file":"system-prompt.js","sourceRoot":"","sources":["../src/system-prompt.ts"],"names":[],"mappings":"AAAA,MAAM,UAAU,iBAAiB,CAAC,aAAsB;IACtD,MAAM,aAAa,GAAG,aAAa;QACjC,CAAC,CAAC;;;;EAIJ,aAAa,EAAE;QACb,CAAC,CAAC,EAAE,CAAC;IAEP,OAAO;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6VAwGoV,aAAa,EAAE,CAAC;AAC7W,CAAC"}
|
package/dist/tool-kit.d.ts
CHANGED
|
@@ -1,13 +1,13 @@
|
|
|
1
1
|
import type { TSchema } from "@sinclair/typebox";
|
|
2
|
-
import type { AgentTool } from "@
|
|
3
|
-
import type { ExtensionAPI } from "@
|
|
2
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
3
|
+
import type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
|
|
4
4
|
export { cache, Cache, TTL } from "./infra/cache.js";
|
|
5
5
|
export { rateLimiter, RateLimiter } from "./infra/rate-limiter.js";
|
|
6
6
|
export { httpGet, HttpError, type HttpClientOptions } from "./infra/http-client.js";
|
|
7
7
|
export { agentToolToPiTool } from "./pi/tool-adapter.js";
|
|
8
8
|
export { Type } from "@sinclair/typebox";
|
|
9
|
-
export type { ExtensionAPI } from "@
|
|
10
|
-
export type { AgentTool } from "@
|
|
9
|
+
export type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
|
|
10
|
+
export type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
11
11
|
export declare function getAddonToolDescriptions(): ReadonlyArray<{
|
|
12
12
|
name: string;
|
|
13
13
|
description: string;
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
import type { AgentTool } from "@
|
|
1
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
2
2
|
import type { CompanyOverview } from "../../types/fundamentals.js";
|
|
3
3
|
declare const params: import("@sinclair/typebox").TObject<{
|
|
4
4
|
symbol: import("@sinclair/typebox").TString;
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
import type { AgentTool } from "@
|
|
1
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
2
2
|
import type { EarningsData } from "../../types/fundamentals.js";
|
|
3
3
|
declare const params: import("@sinclair/typebox").TObject<{
|
|
4
4
|
symbol: import("@sinclair/typebox").TString;
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
import type { AgentTool } from "@
|
|
1
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
2
2
|
import type { FinancialStatement } from "../../types/fundamentals.js";
|
|
3
3
|
declare const params: import("@sinclair/typebox").TObject<{
|
|
4
4
|
symbol: import("@sinclair/typebox").TString;
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
import type { AgentTool } from "@
|
|
1
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
2
2
|
declare const params: import("@sinclair/typebox").TObject<{
|
|
3
3
|
symbol: import("@sinclair/typebox").TString;
|
|
4
4
|
form_types: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TArray<import("@sinclair/typebox").TString>>;
|
package/dist/tools/index.d.ts
CHANGED
|
@@ -1,2 +1,29 @@
|
|
|
1
|
-
import type { AgentTool } from "@
|
|
1
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
2
|
+
export { stockQuoteTool } from "./market/stock-quote.js";
|
|
3
|
+
export { stockHistoryTool } from "./market/stock-history.js";
|
|
4
|
+
export { cryptoPriceTool } from "./market/crypto-price.js";
|
|
5
|
+
export { cryptoHistoryTool } from "./market/crypto-history.js";
|
|
6
|
+
export { searchTickerTool } from "./market/search-ticker.js";
|
|
7
|
+
export { companyOverviewTool } from "./fundamentals/company-overview.js";
|
|
8
|
+
export { financialsTool } from "./fundamentals/financials.js";
|
|
9
|
+
export { earningsTool } from "./fundamentals/earnings.js";
|
|
10
|
+
export { dcfTool } from "./fundamentals/dcf.js";
|
|
11
|
+
export { compsTool } from "./fundamentals/comps.js";
|
|
12
|
+
export { secFilingsTool } from "./fundamentals/sec-filings.js";
|
|
13
|
+
export { fredDataTool } from "./macro/fred-data.js";
|
|
14
|
+
export { fearGreedTool } from "./macro/fear-greed.js";
|
|
15
|
+
export { redditSentimentTool } from "./sentiment/reddit-sentiment.js";
|
|
16
|
+
export { twitterSentimentTool } from "./sentiment/twitter-sentiment.js";
|
|
17
|
+
export { webSearchTool } from "./sentiment/web-search.js";
|
|
18
|
+
export { webSentimentTool } from "./sentiment/web-sentiment.js";
|
|
19
|
+
export { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
|
|
20
|
+
export { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
|
|
21
|
+
export { technicalIndicatorsTool } from "./technical/indicators.js";
|
|
22
|
+
export { backtestTool } from "./technical/backtest.js";
|
|
23
|
+
export { portfolioTrackerTool } from "./portfolio/tracker.js";
|
|
24
|
+
export { riskAnalysisTool } from "./portfolio/risk-analysis.js";
|
|
25
|
+
export { watchlistTool } from "./portfolio/watchlist.js";
|
|
26
|
+
export { correlationTool } from "./portfolio/correlation.js";
|
|
27
|
+
export { predictionsTool } from "./portfolio/predictions.js";
|
|
28
|
+
export { optionChainTool } from "./options/option-chain.js";
|
|
2
29
|
export declare function getAllTools(): AgentTool<any>[];
|
package/dist/tools/index.js
CHANGED
|
@@ -25,6 +25,33 @@ import { webSearchTool } from "./sentiment/web-search.js";
|
|
|
25
25
|
import { webSentimentTool } from "./sentiment/web-sentiment.js";
|
|
26
26
|
import { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
|
|
27
27
|
import { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
|
|
28
|
+
export { stockQuoteTool } from "./market/stock-quote.js";
|
|
29
|
+
export { stockHistoryTool } from "./market/stock-history.js";
|
|
30
|
+
export { cryptoPriceTool } from "./market/crypto-price.js";
|
|
31
|
+
export { cryptoHistoryTool } from "./market/crypto-history.js";
|
|
32
|
+
export { searchTickerTool } from "./market/search-ticker.js";
|
|
33
|
+
export { companyOverviewTool } from "./fundamentals/company-overview.js";
|
|
34
|
+
export { financialsTool } from "./fundamentals/financials.js";
|
|
35
|
+
export { earningsTool } from "./fundamentals/earnings.js";
|
|
36
|
+
export { dcfTool } from "./fundamentals/dcf.js";
|
|
37
|
+
export { compsTool } from "./fundamentals/comps.js";
|
|
38
|
+
export { secFilingsTool } from "./fundamentals/sec-filings.js";
|
|
39
|
+
export { fredDataTool } from "./macro/fred-data.js";
|
|
40
|
+
export { fearGreedTool } from "./macro/fear-greed.js";
|
|
41
|
+
export { redditSentimentTool } from "./sentiment/reddit-sentiment.js";
|
|
42
|
+
export { twitterSentimentTool } from "./sentiment/twitter-sentiment.js";
|
|
43
|
+
export { webSearchTool } from "./sentiment/web-search.js";
|
|
44
|
+
export { webSentimentTool } from "./sentiment/web-sentiment.js";
|
|
45
|
+
export { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
|
|
46
|
+
export { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
|
|
47
|
+
export { technicalIndicatorsTool } from "./technical/indicators.js";
|
|
48
|
+
export { backtestTool } from "./technical/backtest.js";
|
|
49
|
+
export { portfolioTrackerTool } from "./portfolio/tracker.js";
|
|
50
|
+
export { riskAnalysisTool } from "./portfolio/risk-analysis.js";
|
|
51
|
+
export { watchlistTool } from "./portfolio/watchlist.js";
|
|
52
|
+
export { correlationTool } from "./portfolio/correlation.js";
|
|
53
|
+
export { predictionsTool } from "./portfolio/predictions.js";
|
|
54
|
+
export { optionChainTool } from "./options/option-chain.js";
|
|
28
55
|
export function getAllTools() {
|
|
29
56
|
return [
|
|
30
57
|
searchTickerTool,
|
package/dist/tools/index.js.map
CHANGED
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/tools/index.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,cAAc,EAAE,MAAM,yBAAyB,CAAC;AACzD,OAAO,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,0BAA0B,CAAC;AAC3D,OAAO,EAAE,iBAAiB,EAAE,MAAM,4BAA4B,CAAC;AAC/D,OAAO,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAC7D,OAAO,EAAE,mBAAmB,EAAE,MAAM,oCAAoC,CAAC;AACzE,OAAO,EAAE,cAAc,EAAE,MAAM,8BAA8B,CAAC;AAC9D,OAAO,EAAE,YAAY,EAAE,MAAM,4BAA4B,CAAC;AAC1D,OAAO,EAAE,YAAY,EAAE,MAAM,sBAAsB,CAAC;AACpD,OAAO,EAAE,aAAa,EAAE,MAAM,uBAAuB,CAAC;AACtD,OAAO,EAAE,mBAAmB,EAAE,MAAM,iCAAiC,CAAC;AACtE,OAAO,EAAE,oBAAoB,EAAE,MAAM,kCAAkC,CAAC;AACxE,OAAO,EAAE,uBAAuB,EAAE,MAAM,2BAA2B,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,wBAAwB,CAAC;AAC9D,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,aAAa,EAAE,MAAM,0BAA0B,CAAC;AACzD,OAAO,EAAE,eAAe,EAAE,MAAM,4BAA4B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,2BAA2B,CAAC;AAC5D,OAAO,EAAE,OAAO,EAAE,MAAM,uBAAuB,CAAC;AAChD,OAAO,EAAE,SAAS,EAAE,MAAM,yBAAyB,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,MAAM,+BAA+B,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAC;AACvD,OAAO,EAAE,eAAe,EAAE,MAAM,4BAA4B,CAAC;AAC7D,OAAO,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AAC1D,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,kBAAkB,EAAE,MAAM,gCAAgC,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,kCAAkC,CAAC;AAExE,MAAM,UAAU,WAAW;IACzB,OAAO;QACL,gBAAgB;QAChB,cAAc;QACd,gBAAgB;QAChB,eAAe;QACf,iBAAiB;QACjB,mBAAmB;QACnB,cAAc;QACd,YAAY;QACZ,OAAO;QACP,SAAS;QACT,cAAc;QACd,YAAY;QACZ,aAAa;QACb,mBAAmB;QACnB,oBAAoB;QACpB,uBAAuB;QACvB,YAAY;QACZ,oBAAoB;QACpB,gBAAgB;QAChB,aAAa;QACb,eAAe;QACf,eAAe;QACf,eAAe;QACf,aAAa;QACb,gBAAgB;QAChB,kBAAkB;QAClB,oBAAoB;KACrB,CAAC;AACJ,CAAC"}
|
|
1
|
+
{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/tools/index.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,cAAc,EAAE,MAAM,yBAAyB,CAAC;AACzD,OAAO,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,0BAA0B,CAAC;AAC3D,OAAO,EAAE,iBAAiB,EAAE,MAAM,4BAA4B,CAAC;AAC/D,OAAO,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAC7D,OAAO,EAAE,mBAAmB,EAAE,MAAM,oCAAoC,CAAC;AACzE,OAAO,EAAE,cAAc,EAAE,MAAM,8BAA8B,CAAC;AAC9D,OAAO,EAAE,YAAY,EAAE,MAAM,4BAA4B,CAAC;AAC1D,OAAO,EAAE,YAAY,EAAE,MAAM,sBAAsB,CAAC;AACpD,OAAO,EAAE,aAAa,EAAE,MAAM,uBAAuB,CAAC;AACtD,OAAO,EAAE,mBAAmB,EAAE,MAAM,iCAAiC,CAAC;AACtE,OAAO,EAAE,oBAAoB,EAAE,MAAM,kCAAkC,CAAC;AACxE,OAAO,EAAE,uBAAuB,EAAE,MAAM,2BAA2B,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,wBAAwB,CAAC;AAC9D,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,aAAa,EAAE,MAAM,0BAA0B,CAAC;AACzD,OAAO,EAAE,eAAe,EAAE,MAAM,4BAA4B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,2BAA2B,CAAC;AAC5D,OAAO,EAAE,OAAO,EAAE,MAAM,uBAAuB,CAAC;AAChD,OAAO,EAAE,SAAS,EAAE,MAAM,yBAAyB,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,MAAM,+BAA+B,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAC;AACvD,OAAO,EAAE,eAAe,EAAE,MAAM,4BAA4B,CAAC;AAC7D,OAAO,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AAC1D,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,kBAAkB,EAAE,MAAM,gCAAgC,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,kCAAkC,CAAC;AAExE,OAAO,EAAE,cAAc,EAAE,MAAM,yBAAyB,CAAC;AACzD,OAAO,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,0BAA0B,CAAC;AAC3D,OAAO,EAAE,iBAAiB,EAAE,MAAM,4BAA4B,CAAC;AAC/D,OAAO,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAC7D,OAAO,EAAE,mBAAmB,EAAE,MAAM,oCAAoC,CAAC;AACzE,OAAO,EAAE,cAAc,EAAE,MAAM,8BAA8B,CAAC;AAC9D,OAAO,EAAE,YAAY,EAAE,MAAM,4BAA4B,CAAC;AAC1D,OAAO,EAAE,OAAO,EAAE,MAAM,uBAAuB,CAAC;AAChD,OAAO,EAAE,SAAS,EAAE,MAAM,yBAAyB,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,MAAM,+BAA+B,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,sBAAsB,CAAC;AACpD,OAAO,EAAE,aAAa,EAAE,MAAM,uBAAuB,CAAC;AACtD,OAAO,EAAE,mBAAmB,EAAE,MAAM,iCAAiC,CAAC;AACtE,OAAO,EAAE,oBAAoB,EAAE,MAAM,kCAAkC,CAAC;AACxE,OAAO,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AAC1D,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,kBAAkB,EAAE,MAAM,gCAAgC,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,kCAAkC,CAAC;AACxE,OAAO,EAAE,uBAAuB,EAAE,MAAM,2BAA2B,CAAC;AACpE,OAAO,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAC;AACvD,OAAO,EAAE,oBAAoB,EAAE,MAAM,wBAAwB,CAAC;AAC9D,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,aAAa,EAAE,MAAM,0BAA0B,CAAC;AACzD,OAAO,EAAE,eAAe,EAAE,MAAM,4BAA4B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,4BAA4B,CAAC;AAC7D,OAAO,EAAE,eAAe,EAAE,MAAM,2BAA2B,CAAC;AAE5D,MAAM,UAAU,WAAW;IACzB,OAAO;QACL,gBAAgB;QAChB,cAAc;QACd,gBAAgB;QAChB,eAAe;QACf,iBAAiB;QACjB,mBAAmB;QACnB,cAAc;QACd,YAAY;QACZ,OAAO;QACP,SAAS;QACT,cAAc;QACd,YAAY;QACZ,aAAa;QACb,mBAAmB;QACnB,oBAAoB;QACpB,uBAAuB;QACvB,YAAY;QACZ,oBAAoB;QACpB,gBAAgB;QAChB,aAAa;QACb,eAAe;QACf,eAAe;QACf,eAAe;QACf,aAAa;QACb,gBAAgB;QAChB,kBAAkB;QAClB,oBAAoB;KACrB,CAAC;AACJ,CAAC"}
|
|
@@ -1,3 +1,3 @@
|
|
|
1
|
-
import type { ExtensionAPI } from "@
|
|
1
|
+
import type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
|
|
2
2
|
import type { AskUserHandler } from "../../types/index.js";
|
|
3
3
|
export declare function registerAskUserTool(pi: ExtensionAPI, askUserHandler?: AskUserHandler): void;
|