opencandle 0.3.0 → 0.5.0

package/LICENSE

@@ -1,6 +1,6 @@
 MIT License
 
-Copyright (c) 2026 kahtaf
+Copyright (c) 2026 OpenCandle contributors
 
 Permission is hereby granted, free of charge, to any person obtaining a copy
 of this software and associated documentation files (the "Software"), to deal

package/README.md

@@ -1,27 +1,40 @@
 # OpenCandle
 
-OpenCandle is a terminal-first financial data agent built with TypeScript and Pi. It fetches market, macro, options, fundamentals, sentiment, and portfolio data from real providers, then lets the model synthesize that data into an answer.
+OpenCandle is an open source financial investigator built with TypeScript and Pi. Pi is the bundled local agent runtime that provides the terminal UI, model auth, session storage, slash commands, and extension hooks. OpenCandle adds finance research on top: it understands what kind of financial question you asked, gathers market, macro, options, fundamentals, filings, sentiment, and portfolio evidence from real sources, then turns that evidence into a risk-aware answer.
 
-This repository is useful in two ways:
+This repository is useful in three ways:
 
 - Run `opencandle` as an interactive CLI for market research
+- Open the local GUI for chat, tool discovery, provider status, and session history
 - Extend OpenCandle with new tools, providers, or Pi-compatible add-on packages
 
+![OpenCandle terminal demo](./assets/demo.gif)
+
+## Why OpenCandle?
+
+Financial research gets messy when evidence is scattered across quote pages, filings, macro dashboards, sentiment feeds, and ad hoc spreadsheets. OpenCandle gives the agent explicit tools, provider boundaries, and local state so research stays inspectable: gather the data first, show the gaps, then synthesize without pretending uncertainty disappeared.
+
+OpenCandle is strongest when the answer depends on live or inspectable financial evidence: quotes, histories, options chains, filings, macro series, sentiment, local portfolio state, and source-gap disclosure. It can also answer educational questions without forcing unnecessary data lookups. OpenCandle's job is to make financial research auditable and useful without pretending uncertainty disappeared.
+
 ## What You Can Use It For
 
 - Quote and history lookups for stocks and crypto
 - Options chains with locally computed Greeks
 - Company fundamentals, earnings, and SEC filings
-- FRED macro series and Fear & Greed data
+- FRED macro series and the alternative.me crypto Fear & Greed index
 - Reddit-based sentiment and discussion lookups
 - Portfolio tracking, watchlists, correlation, and risk analysis
 - Multi-step workflows such as `/analyze NVDA`
+- Clarifying follow-ups when a ticker, goal, horizon, or risk profile is ambiguous
+- Source-gap and stale-data warnings when a provider is missing, delayed, or unavailable
 
 OpenCandle is designed to fetch and format data. The model handles synthesis. Tool code should not invent financial conclusions or hardcode market numbers.
 
+OpenCandle is read-only research software. It does not place trades, route orders, or provide financial advice.
+
 ## Install And Run
 
-Requires Node.js 20+.
+Requires Node.js `^20.19.0`, `^22.12.0`, or `>=24.0.0 <27`.
 
 ### CLI
 
@@ -41,11 +54,15 @@ cp .env.example .env
 npm start
 ```
 
+On Windows Command Prompt, use `copy .env.example .env` instead of `cp .env.example .env`.
+
 On first run, OpenCandle walks you through model setup. You can rerun that flow later with `/setup`.
 
+For a step-by-step happy path, see [docs/first-run.md](./docs/first-run.md).
+
 ## Configuration
 
-Model access comes from Pi. Market data providers are optional and additive.
+Model access comes from Pi. Market data providers are optional and additive. A `.env` file in the current working directory is loaded at startup, and env values override values from `~/.opencandle/config.json`. If the same key is both exported in your shell and present in `.env`, the `.env` value wins.
 
 | Key | Required | Used For |
 | --- | --- | --- |
@@ -54,8 +71,17 @@ Model access comes from Pi. Market data providers are optional and additive.
 | `ANTHROPIC_API_KEY` | No | Anthropic models through Pi |
 | `ALPHA_VANTAGE_API_KEY` | No | Fundamentals, earnings, financial statements |
 | `FRED_API_KEY` | No | Macro series such as rates, CPI, GDP, unemployment |
-
-Yahoo Finance, CoinGecko, Reddit, SEC EDGAR, and Fear & Greed data do not require keys.
+| `BRAVE_API_KEY` | No | Brave web search fallback |
+| `EXA_API_KEY` | No | Exa web search |
+| `FINNHUB_API_KEY` | No | Finnhub company news for sentiment summaries |
+| `OPENCANDLE_HOME` | No | Override OpenCandle state directory |
+| `OPENCANDLE_ROUTER_MODE` | No | Advanced request-understanding mode; keep the default unless debugging |
+| `OPENCANDLE_TOOL_SCOPE_MODE` | No | `observe` by default; set `enforce` to apply route-selected active tools |
+| `OPENCANDLE_DEBATE` | No | Set `false` or `0` to disable bull/bear debate |
+| `OPENCANDLE_GUI_HOST` | No | GUI bind host, default `127.0.0.1` |
+| `OPENCANDLE_GUI_PORT` | No | GUI port, default `14567` |
+
+Yahoo Finance, CoinGecko, Reddit, SEC EDGAR, DuckDuckGo search, and the alternative.me crypto Fear & Greed index do not require keys.
 
 OpenCandle stores its own user state in `~/.opencandle/` by default. Pi configuration stays in `.pi/` and `~/.pi/agent/`. The CLI should not depend on repo-local `.pi/extensions/`.
 
@@ -69,6 +95,15 @@ Provider keys can also be stored in `~/.opencandle/config.json`:
     },
     "fred": {
       "apiKey": "..."
+    },
+    "brave": {
+      "apiKey": "..."
+    },
+    "exa": {
+      "apiKey": "..."
+    },
+    "finnhub": {
+      "apiKey": "..."
     }
   }
 }
@@ -76,9 +111,13 @@ Provider keys can also be stored in `~/.opencandle/config.json`:
 
 Environment variables override values from `~/.opencandle/config.json`. Set `OPENCANDLE_HOME` if you want OpenCandle state somewhere other than `~/.opencandle/`.
 
+See [docs/configuration.md](./docs/configuration.md) for the full env var, file config, state file, and GUI runtime reference.
+
 ## Basic Usage
 
-OpenCandle runs inside Pi's interactive terminal UI.
+OpenCandle runs inside Pi's interactive terminal UI. The local GUI can be started with `opencandle gui` from an installed package or `npm run gui` from a checkout.
+
+See [docs/tui.md](./docs/tui.md) for terminal usage, sessions, and slash-command behavior.
 
 Useful commands:
 
@@ -86,6 +125,7 @@ Useful commands:
 /setup
 /login
 /model
+/connect
 /analyze AAPL
 ```
 
@@ -93,22 +133,41 @@ Example prompts:
 
 ```text
 What is AAPL trading at?
-Get the options chain for TSLA expiring April 24
+Get the options chain for TSLA expiring next month
 Show me MSFT puts with Greeks
 Get the fed funds rate from FRED
 Add 100 shares of NVDA at 120 to my portfolio, then show my portfolio
 Run risk analysis on SPY
 ```
 
+## Local GUI
+
+The GUI is a local browser workbench for chat, session history, tool discovery, provider setup, and richer financial result cards.
+
+```bash
+opencandle gui
+# or from a checkout
+npm run gui
+```
+
+Then open `http://127.0.0.1:14567`.
+
+![OpenCandle GUI](./website/assets/gui-screenshot.png)
+
+From the GUI you can ask normal chat questions, launch workflows from the catalog, run one tool directly, answer clarification cards, inspect tool output, connect provider keys, and reopen prior sessions. Workflow catalog entries become structured chat prompts, so the result still appears in the same transcript with tool cards and source warnings.
+
+The GUI reports whether it is the session `writer` or a read-only `follower` at `/health`. See [docs/gui-quickstart.md](./docs/gui-quickstart.md).
+
 ## Data Sources And Tool Coverage
 
 | Area | Examples | Source |
 | --- | --- | --- |
-| Market data | quotes, history, ticker search, crypto price/history | Yahoo Finance, CoinGecko |
+| Market data | quotes, history, ticker search, crypto price/history | Yahoo Finance, Alpha Vantage fallback when configured, CoinGecko |
 | Options | chains, open interest, IV, Greeks | Yahoo Finance plus local calculations |
 | Fundamentals | overview, financials, earnings, DCF, company comparison | Alpha Vantage |
-| Macro | economic series, Fear & Greed | FRED, alternative.me |
-| Sentiment | Reddit, Twitter/X, and web sentiment with cross-source pipeline | Reddit JSON API, Twitter/X, DuckDuckGo, Brave |
+| Macro | economic series, crypto Fear & Greed | FRED, alternative.me |
+| Technical | indicators, strategy backtests | Local calculations over market history |
+| Sentiment | Reddit, Twitter/X, Finnhub news, and web sentiment with cross-source pipeline | Reddit JSON API, Twitter/X local browser session, Finnhub, Exa, Brave, DuckDuckGo |
 | Filings | SEC filing search | SEC EDGAR |
 | Portfolio | watchlist, prediction tracking, correlation, risk | Local state plus market data |
 
@@ -121,7 +180,7 @@ src/
 ├── providers/    API clients
 ├── tools/        Tool implementations by domain
 ├── infra/        Cache, rate limiter, HTTP, browser, paths
-├── routing/      Intent classification and slot resolution
+├── routing/      Request understanding, entity extraction, and slot resolution
 ├── workflows/    Multi-step workflow builders
 ├── memory/       SQLite-backed state and retrieval
 ├── analysts/     Multi-analyst orchestration
@@ -133,15 +192,22 @@ src/
 
 ```bash
 npm start
+npm run gui
+npm run docs:site:build
 npm test
 npm run test:watch
 npm run test:e2e
 npm run test:e2e:cli
 npm run test:e2e:providers
+npm run test:evals
+npm run test:evals:product
+npm run test:evals:competitive
 ```
 
 `npm test` is the required baseline check after changes.
 
+The e2e, provider, and eval commands can hit live APIs, live model providers, or local agent CLIs. Run them intentionally; see [docs/testing-and-evals.md](./docs/testing-and-evals.md).
+
 ### Repository Rules That Matter
 
 - TDD is mandatory for behavior changes
@@ -159,6 +225,8 @@ Besides the CLI, the package exposes pieces for engineers building on top of Ope
 - `opencandle/infra`
 - `opencandle/types`
 - `opencandle/providers`
+- `opencandle/tools`
+- `opencandle/workflows`
 
 If you want to add a new tool or publish an add-on package, start with [docs/build-a-tool.md](./docs/build-a-tool.md).
 
@@ -167,16 +235,40 @@ If you want to add a new tool or publish an add-on package, start with [docs/bui
 For end-to-end agent driving with file-based IPC:
 
 ```bash
-npx tsx tests/harness/manual-run.ts /tmp/opencandle-ipc "What is AAPL trading at?"
+npx tsx tests/harness/cli.ts run --prompt "What is AAPL trading at?" --ipc /tmp/opencandle-ipc &
+npx tsx tests/harness/cli.ts wait --ipc /tmp/opencandle-ipc
+npx tsx tests/harness/cli.ts trace --ipc /tmp/opencandle-ipc
 ```
 
 The harness writes status and trace files into the IPC directory. See [tests/harness/README.md](./tests/harness/README.md) for the full flow.
 
 ## Project Docs
 
+- [docs/index.md](./docs/index.md)
+- [docs/getting-started.md](./docs/getting-started.md)
+- [docs/first-run.md](./docs/first-run.md)
+- [docs/tui.md](./docs/tui.md)
+- [docs/investigation-recipes.md](./docs/investigation-recipes.md)
+- [docs/data-sources.md](./docs/data-sources.md)
+- [docs/configuration.md](./docs/configuration.md)
+- [docs/system-architecture.md](./docs/system-architecture.md)
+- [docs/gui-quickstart.md](./docs/gui-quickstart.md)
+- [docs/testing-and-evals.md](./docs/testing-and-evals.md)
+- [docs/benchmarking.md](./docs/benchmarking.md)
 - [CONTRIBUTING.md](./CONTRIBUTING.md)
 - [docs/build-a-tool.md](./docs/build-a-tool.md)
 - [tests/harness/README.md](./tests/harness/README.md)
 - [CHANGELOG.md](./CHANGELOG.md)
 - [SECURITY.md](./SECURITY.md)
 - [LICENSE](./LICENSE)
+
+## Website
+
+The static website lives in [website/](./website/). It builds a product landing page plus the public Markdown docs into `website/dist/`.
+
+```bash
+npm run docs:site:build
+npm run docs:site:serve
+```
+
+GitHub Pages can publish the generated artifact through the included Pages workflow.

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+C 1001.67 371.08 1001.66 634.92 1000.00 897.00 Z"/>
+</g>
+<g fill="#87A188" fill-opacity="1.00" stroke="None">
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+</g>
+<g fill="#87A188" fill-opacity="0.78" stroke="None">
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+M 953.00 976.00 
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+</g>
+<g fill="#87A188" fill-opacity="0.85" stroke="None">
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+<g fill="#87A188" fill-opacity="0.79" stroke="None">
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+<g fill="#87A188" fill-opacity="0.53" stroke="None">
+<path d="
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+</svg>

package/dist/cli.d.ts

@@ -1,2 +1,2 @@
 #!/usr/bin/env node
-export {};
+import "./infra/node-version.js";

package/dist/cli.js

@@ -1,8 +1,16 @@
 #!/usr/bin/env node
+import "./infra/node-version.js";
+import { spawn } from "node:child_process";
+import { createRequire } from "node:module";
+import { dirname, resolve } from "node:path";
 import { parseArgs } from "node:util";
-import { AuthStorage, DefaultPackageManager, InteractiveMode, ModelRegistry, SettingsManager, SessionManager, createAgentSessionRuntime, createAgentSessionServices, getAgentDir, initTheme, } from "@mariozechner/pi-coding-agent";
+import { fileURLToPath } from "node:url";
+import { AuthStorage, DefaultPackageManager, InteractiveMode, ModelRegistry, SettingsManager, createAgentSessionRuntime, createAgentSessionServices, getAgentDir, initTheme, } from "@earendil-works/pi-coding-agent";
 import { createOpenCandleSession } from "./pi/session.js";
+import { continueOpenCandleSession } from "./pi/session-storage.js";
 import { loadEnv } from "./config.js";
+const require = createRequire(import.meta.url);
+const packageRoot = resolve(dirname(fileURLToPath(import.meta.url)), "..");
 async function handlePackageCommand(args, cwd, agentDir) {
     const [command, ...rest] = args;
     if (!command ||
@@ -86,11 +94,38 @@ async function handlePackageCommand(args, cwd, agentDir) {
     }
     return false;
 }
+async function handleGuiCommand(args, cwd) {
+    if (args[0] !== "gui")
+        return false;
+    const tsxCli = require.resolve("tsx/cli");
+    const serverPath = resolve(packageRoot, "gui/server/server.ts");
+    const child = spawn(process.execPath, [tsxCli, serverPath, ...args.slice(1)], {
+        cwd,
+        env: process.env,
+        stdio: "inherit",
+    });
+    const exitCode = await new Promise((resolveExit) => {
+        child.on("close", (code, signal) => {
+            if (signal) {
+                resolveExit(1);
+            }
+            else {
+                resolveExit(code ?? 0);
+            }
+        });
+    });
+    process.exitCode = exitCode;
+    return true;
+}
 async function main() {
+    const rawArgs = process.argv.slice(2);
     const { positionals } = parseArgs({ allowPositionals: true, strict: false });
     const cwd = process.cwd();
     const agentDir = getAgentDir();
-    if (await handlePackageCommand(positionals, cwd, agentDir)) {
+    if (await handleGuiCommand(positionals, cwd)) {
+        return;
+    }
+    if (await handlePackageCommand(rawArgs, cwd, agentDir)) {
         return;
     }
     // Default: start the OpenCandle interactive agent
@@ -100,7 +135,7 @@ async function main() {
     const modelRegistry = ModelRegistry.create(authStorage);
     const shouldSuppressFallbackMessage = modelRegistry.getAvailable().length === 0;
     initTheme(settingsManager.getTheme(), true);
-    const sessionManager = SessionManager.create(agentDir);
+    const sessionManager = continueOpenCandleSession(cwd);
     const runtime = await createAgentSessionRuntime(async (opts) => {
         const services = await createAgentSessionServices({
             cwd: opts.cwd,
@@ -111,10 +146,12 @@ async function main() {
         });
         const result = await createOpenCandleSession({
             cwd: opts.cwd,
+            agentDir: opts.agentDir,
             settingsManager,
             authStorage,
             modelRegistry,
             sessionManager: opts.sessionManager,
+            bindExtensions: false,
         });
         return {
             ...result,

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package/dist/config.d.ts

@@ -1,9 +1,13 @@
+import type { PlanningBehaviorMode, TaskFamily } from "./routing/planning.js";
 export interface SentimentConfig {
     retentionDays: number;
     defaultSubreddits: string[];
     commentsPerPost: number;
     divergenceThreshold: number;
 }
+export type RouterMode = "rules" | "llm";
+export type ToolScopeMode = "observe" | "enforce";
+export type PlanningMigrationStatuses = Partial<Record<TaskFamily, PlanningBehaviorMode>>;
 export interface Config {
     alphaVantageApiKey?: string;
     fredApiKey?: string;
@@ -12,6 +16,25 @@ export interface Config {
     finnhubApiKey?: string;
     /** Enable adversarial bull/bear debate in comprehensive analysis. Default: true. */
     debate?: boolean;
+    /**
+     * Intent-router mode. `"llm"` (default) runs the LLM router ahead of prompt
+     * assembly. `"rules"` is the explicit legacy rule-router rollback path
+     * (`classifyIntent` + `extractPreferences`). Controlled by
+     * `OPENCANDLE_ROUTER_MODE`.
+     */
+    routerMode: RouterMode;
+    /**
+     * Route-selected tool scope mode. `"observe"` (default) records selected
+     * bundles and active-tool candidates. `"enforce"` applies Pi active tools
+     * for the turn via `pi.setActiveTools`.
+     */
+    toolScopeMode: ToolScopeMode;
+    /**
+     * Per-task planning behavior rollback/activation overrides. Controlled by
+     * `OPENCANDLE_PLANNING_MIGRATION_STATUSES`, e.g.
+     * `asset_compare=dual_run,single_asset_decision=observe_only`.
+     */
+    planningMigrationStatuses?: PlanningMigrationStatuses;
     sentiment?: SentimentConfig;
 }
 export interface OpenCandleFileConfig {
@@ -46,3 +69,5 @@ export declare function loadFileConfig(path?: string): OpenCandleFileConfig;
 export declare function saveFileConfig(config: OpenCandleFileConfig, path?: string): void;
 export declare function loadConfig(): Config;
 export declare function getConfig(): Config;
+/** Test-only: clear the memoized config so the next `getConfig()` re-reads env. */
+export declare function resetConfigCache(): void;