opencandle 0.3.0 → 0.5.0

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.
Files changed (408) hide show
  1. package/LICENSE +1 -1
  2. package/README.md +106 -14
  3. package/assets/logo.svg +187 -0
  4. package/dist/cli.d.ts +1 -1
  5. package/dist/cli.js +40 -3
  6. package/dist/cli.js.map +1 -1
  7. package/dist/config.d.ts +25 -0
  8. package/dist/config.js +72 -0
  9. package/dist/config.js.map +1 -1
  10. package/dist/infra/browser.d.ts +11 -3
  11. package/dist/infra/browser.js +2 -1
  12. package/dist/infra/browser.js.map +1 -1
  13. package/dist/infra/native-dependencies.d.ts +1 -0
  14. package/dist/infra/native-dependencies.js +10 -0
  15. package/dist/infra/native-dependencies.js.map +1 -0
  16. package/dist/infra/node-version.d.ts +2 -0
  17. package/dist/infra/node-version.js +23 -0
  18. package/dist/infra/node-version.js.map +1 -0
  19. package/dist/infra/rate-limiter.d.ts +4 -0
  20. package/dist/infra/rate-limiter.js +5 -1
  21. package/dist/infra/rate-limiter.js.map +1 -1
  22. package/dist/memory/index.d.ts +2 -0
  23. package/dist/memory/index.js +1 -0
  24. package/dist/memory/index.js.map +1 -1
  25. package/dist/memory/manager.d.ts +9 -0
  26. package/dist/memory/manager.js +28 -11
  27. package/dist/memory/manager.js.map +1 -1
  28. package/dist/memory/sqlite.js +42 -4
  29. package/dist/memory/sqlite.js.map +1 -1
  30. package/dist/memory/storage.d.ts +7 -0
  31. package/dist/memory/storage.js +3 -3
  32. package/dist/memory/storage.js.map +1 -1
  33. package/dist/memory/tool-defaults.d.ts +8 -0
  34. package/dist/memory/tool-defaults.js +59 -0
  35. package/dist/memory/tool-defaults.js.map +1 -0
  36. package/dist/memory/types.js +4 -0
  37. package/dist/memory/types.js.map +1 -1
  38. package/dist/onboarding/connect.d.ts +13 -1
  39. package/dist/onboarding/connect.js +21 -10
  40. package/dist/onboarding/connect.js.map +1 -1
  41. package/dist/onboarding/prompt-user.d.ts +1 -1
  42. package/dist/onboarding/providers.d.ts +7 -0
  43. package/dist/onboarding/providers.js +6 -3
  44. package/dist/onboarding/providers.js.map +1 -1
  45. package/dist/onboarding/tool-helpers.d.ts +1 -1
  46. package/dist/pi/opencandle-extension.d.ts +7 -1
  47. package/dist/pi/opencandle-extension.js +391 -21
  48. package/dist/pi/opencandle-extension.js.map +1 -1
  49. package/dist/pi/session-storage.d.ts +2 -0
  50. package/dist/pi/session-storage.js +5 -0
  51. package/dist/pi/session-storage.js.map +1 -0
  52. package/dist/pi/session.d.ts +4 -1
  53. package/dist/pi/session.js +25 -3
  54. package/dist/pi/session.js.map +1 -1
  55. package/dist/pi/setup.d.ts +1 -1
  56. package/dist/pi/setup.js +11 -1
  57. package/dist/pi/setup.js.map +1 -1
  58. package/dist/pi/tool-adapter.d.ts +2 -2
  59. package/dist/pi/tool-adapter.js +14 -1
  60. package/dist/pi/tool-adapter.js.map +1 -1
  61. package/dist/prompts/context-builder.d.ts +40 -3
  62. package/dist/prompts/context-builder.js +140 -19
  63. package/dist/prompts/context-builder.js.map +1 -1
  64. package/dist/prompts/disclaimer.d.ts +6 -0
  65. package/dist/prompts/disclaimer.js +9 -0
  66. package/dist/prompts/disclaimer.js.map +1 -0
  67. package/dist/prompts/policy-cards.d.ts +13 -0
  68. package/dist/prompts/policy-cards.js +197 -0
  69. package/dist/prompts/policy-cards.js.map +1 -0
  70. package/dist/prompts/sections.js +3 -3
  71. package/dist/prompts/sections.js.map +1 -1
  72. package/dist/prompts/workflow-prompts.d.ts +8 -0
  73. package/dist/prompts/workflow-prompts.js +208 -22
  74. package/dist/prompts/workflow-prompts.js.map +1 -1
  75. package/dist/providers/alpha-vantage.js +23 -1
  76. package/dist/providers/alpha-vantage.js.map +1 -1
  77. package/dist/providers/sec-edgar.d.ts +8 -1
  78. package/dist/providers/sec-edgar.js +172 -5
  79. package/dist/providers/sec-edgar.js.map +1 -1
  80. package/dist/providers/yahoo-finance.d.ts +2 -0
  81. package/dist/providers/yahoo-finance.js +203 -35
  82. package/dist/providers/yahoo-finance.js.map +1 -1
  83. package/dist/routing/classify-intent.d.ts +3 -0
  84. package/dist/routing/classify-intent.js +82 -3
  85. package/dist/routing/classify-intent.js.map +1 -1
  86. package/dist/routing/defaults.js +4 -4
  87. package/dist/routing/defaults.js.map +1 -1
  88. package/dist/routing/entity-extractor.d.ts +1 -0
  89. package/dist/routing/entity-extractor.js +158 -12
  90. package/dist/routing/entity-extractor.js.map +1 -1
  91. package/dist/routing/index.d.ts +10 -0
  92. package/dist/routing/index.js +7 -0
  93. package/dist/routing/index.js.map +1 -1
  94. package/dist/routing/legacy-rule-router.d.ts +9 -0
  95. package/dist/routing/legacy-rule-router.js +12 -0
  96. package/dist/routing/legacy-rule-router.js.map +1 -0
  97. package/dist/routing/planning.d.ts +54 -0
  98. package/dist/routing/planning.js +531 -0
  99. package/dist/routing/planning.js.map +1 -0
  100. package/dist/routing/route-manifest.d.ts +35 -0
  101. package/dist/routing/route-manifest.js +221 -0
  102. package/dist/routing/route-manifest.js.map +1 -0
  103. package/dist/routing/router-llm-client.d.ts +11 -0
  104. package/dist/routing/router-llm-client.js +42 -0
  105. package/dist/routing/router-llm-client.js.map +1 -0
  106. package/dist/routing/router-prompt.d.ts +2 -0
  107. package/dist/routing/router-prompt.js +141 -0
  108. package/dist/routing/router-prompt.js.map +1 -0
  109. package/dist/routing/router-types.d.ts +71 -0
  110. package/dist/routing/router-types.js +2 -0
  111. package/dist/routing/router-types.js.map +1 -0
  112. package/dist/routing/router.d.ts +11 -0
  113. package/dist/routing/router.js +638 -0
  114. package/dist/routing/router.js.map +1 -0
  115. package/dist/routing/slot-resolver.js +46 -6
  116. package/dist/routing/slot-resolver.js.map +1 -1
  117. package/dist/routing/turn-context.d.ts +44 -0
  118. package/dist/routing/turn-context.js +45 -0
  119. package/dist/routing/turn-context.js.map +1 -0
  120. package/dist/routing/types.d.ts +13 -1
  121. package/dist/runtime/answer-contracts.d.ts +82 -0
  122. package/dist/runtime/answer-contracts.js +414 -0
  123. package/dist/runtime/answer-contracts.js.map +1 -0
  124. package/dist/runtime/artifact-contracts.d.ts +14 -0
  125. package/dist/runtime/artifact-contracts.js +57 -0
  126. package/dist/runtime/artifact-contracts.js.map +1 -0
  127. package/dist/runtime/planning-evidence.d.ts +99 -0
  128. package/dist/runtime/planning-evidence.js +445 -0
  129. package/dist/runtime/planning-evidence.js.map +1 -0
  130. package/dist/runtime/session-coordinator.d.ts +81 -3
  131. package/dist/runtime/session-coordinator.js +201 -17
  132. package/dist/runtime/session-coordinator.js.map +1 -1
  133. package/dist/runtime/tool-defaults-wrapper.d.ts +3 -0
  134. package/dist/runtime/tool-defaults-wrapper.js +25 -0
  135. package/dist/runtime/tool-defaults-wrapper.js.map +1 -0
  136. package/dist/sentiment/store.js +5 -0
  137. package/dist/sentiment/store.js.map +1 -1
  138. package/dist/system-prompt.js +23 -12
  139. package/dist/system-prompt.js.map +1 -1
  140. package/dist/tool-kit.d.ts +4 -4
  141. package/dist/tools/fundamentals/company-overview.d.ts +1 -1
  142. package/dist/tools/fundamentals/company-overview.js +1 -1
  143. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  144. package/dist/tools/fundamentals/comps.d.ts +1 -1
  145. package/dist/tools/fundamentals/comps.js +1 -1
  146. package/dist/tools/fundamentals/comps.js.map +1 -1
  147. package/dist/tools/fundamentals/dcf.d.ts +1 -1
  148. package/dist/tools/fundamentals/dcf.js +1 -1
  149. package/dist/tools/fundamentals/dcf.js.map +1 -1
  150. package/dist/tools/fundamentals/earnings.d.ts +1 -1
  151. package/dist/tools/fundamentals/earnings.js +1 -1
  152. package/dist/tools/fundamentals/earnings.js.map +1 -1
  153. package/dist/tools/fundamentals/financials.d.ts +1 -1
  154. package/dist/tools/fundamentals/financials.js +1 -1
  155. package/dist/tools/fundamentals/financials.js.map +1 -1
  156. package/dist/tools/fundamentals/sec-filings.d.ts +2 -1
  157. package/dist/tools/fundamentals/sec-filings.js +19 -2
  158. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  159. package/dist/tools/index.d.ts +29 -1
  160. package/dist/tools/index.js +30 -0
  161. package/dist/tools/index.js.map +1 -1
  162. package/dist/tools/interaction/ask-user.d.ts +1 -1
  163. package/dist/tools/interaction/twitter-login.d.ts +1 -1
  164. package/dist/tools/macro/fear-greed.d.ts +1 -1
  165. package/dist/tools/macro/fear-greed.js +1 -1
  166. package/dist/tools/macro/fear-greed.js.map +1 -1
  167. package/dist/tools/macro/fred-data.d.ts +1 -1
  168. package/dist/tools/macro/fred-data.js +29 -5
  169. package/dist/tools/macro/fred-data.js.map +1 -1
  170. package/dist/tools/market/crypto-history.d.ts +1 -1
  171. package/dist/tools/market/crypto-history.js +18 -2
  172. package/dist/tools/market/crypto-history.js.map +1 -1
  173. package/dist/tools/market/crypto-price.d.ts +1 -1
  174. package/dist/tools/market/crypto-price.js +1 -1
  175. package/dist/tools/market/crypto-price.js.map +1 -1
  176. package/dist/tools/market/search-ticker.d.ts +1 -1
  177. package/dist/tools/market/search-ticker.js +1 -1
  178. package/dist/tools/market/search-ticker.js.map +1 -1
  179. package/dist/tools/market/stock-history.d.ts +1 -1
  180. package/dist/tools/market/stock-history.js +1 -1
  181. package/dist/tools/market/stock-history.js.map +1 -1
  182. package/dist/tools/market/stock-quote.d.ts +1 -1
  183. package/dist/tools/market/stock-quote.js +1 -1
  184. package/dist/tools/market/stock-quote.js.map +1 -1
  185. package/dist/tools/options/greeks.js +0 -1
  186. package/dist/tools/options/greeks.js.map +1 -1
  187. package/dist/tools/options/option-chain.d.ts +1 -1
  188. package/dist/tools/options/option-chain.js +13 -5
  189. package/dist/tools/options/option-chain.js.map +1 -1
  190. package/dist/tools/portfolio/correlation.d.ts +1 -1
  191. package/dist/tools/portfolio/correlation.js +1 -1
  192. package/dist/tools/portfolio/correlation.js.map +1 -1
  193. package/dist/tools/portfolio/holdings-overlap.d.ts +8 -0
  194. package/dist/tools/portfolio/holdings-overlap.js +105 -0
  195. package/dist/tools/portfolio/holdings-overlap.js.map +1 -0
  196. package/dist/tools/portfolio/predictions.d.ts +1 -1
  197. package/dist/tools/portfolio/predictions.js +1 -1
  198. package/dist/tools/portfolio/predictions.js.map +1 -1
  199. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  200. package/dist/tools/portfolio/risk-analysis.js +1 -1
  201. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  202. package/dist/tools/portfolio/tracker.d.ts +1 -1
  203. package/dist/tools/portfolio/tracker.js +1 -1
  204. package/dist/tools/portfolio/tracker.js.map +1 -1
  205. package/dist/tools/portfolio/watchlist.d.ts +1 -1
  206. package/dist/tools/portfolio/watchlist.js +12 -4
  207. package/dist/tools/portfolio/watchlist.js.map +1 -1
  208. package/dist/tools/sentiment/reddit-sentiment.d.ts +1 -1
  209. package/dist/tools/sentiment/reddit-sentiment.js +1 -1
  210. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  211. package/dist/tools/sentiment/sentiment-summary.d.ts +1 -1
  212. package/dist/tools/sentiment/sentiment-summary.js +57 -2
  213. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  214. package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
  215. package/dist/tools/sentiment/twitter-sentiment.d.ts +1 -1
  216. package/dist/tools/sentiment/twitter-sentiment.js +1 -1
  217. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  218. package/dist/tools/sentiment/web-search.d.ts +1 -1
  219. package/dist/tools/sentiment/web-search.js +32 -3
  220. package/dist/tools/sentiment/web-search.js.map +1 -1
  221. package/dist/tools/sentiment/web-sentiment.d.ts +1 -1
  222. package/dist/tools/sentiment/web-sentiment.js +1 -1
  223. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  224. package/dist/tools/technical/backtest.d.ts +3 -3
  225. package/dist/tools/technical/backtest.js +41 -27
  226. package/dist/tools/technical/backtest.js.map +1 -1
  227. package/dist/tools/technical/indicators.d.ts +1 -1
  228. package/dist/tools/technical/indicators.js +8 -4
  229. package/dist/tools/technical/indicators.js.map +1 -1
  230. package/dist/types/options.d.ts +10 -0
  231. package/dist/types/portfolio.d.ts +27 -0
  232. package/dist/workflows/compare-assets.js +38 -2
  233. package/dist/workflows/compare-assets.js.map +1 -1
  234. package/dist/workflows/options-screener.js +94 -8
  235. package/dist/workflows/options-screener.js.map +1 -1
  236. package/dist/workflows/portfolio-builder.js +9 -5
  237. package/dist/workflows/portfolio-builder.js.map +1 -1
  238. package/gui/server/ask-user-bridge.ts +82 -0
  239. package/gui/server/background-quotes.ts +31 -0
  240. package/gui/server/chat-event-adapter.ts +142 -0
  241. package/gui/server/gui-session-manager.ts +5 -0
  242. package/gui/server/invoke-tool.ts +89 -0
  243. package/gui/server/live-chat-event-adapter.ts +181 -0
  244. package/gui/server/model-setup.ts +100 -0
  245. package/gui/server/package.json +5 -0
  246. package/gui/server/projector.ts +254 -0
  247. package/gui/server/prompt-observation.ts +61 -0
  248. package/gui/server/server.ts +703 -0
  249. package/gui/server/session-actions.ts +31 -0
  250. package/gui/server/session-entry-wait.ts +81 -0
  251. package/gui/server/tool-metadata.ts +88 -0
  252. package/gui/server/websocket.ts +128 -0
  253. package/gui/server/writer-lock.ts +118 -0
  254. package/gui/shared/chat-events.ts +118 -0
  255. package/gui/shared/event-reducer.ts +186 -0
  256. package/gui/web/dist/assets/CatalogOverlay-Bmp6Knu7.js +1 -0
  257. package/gui/web/dist/assets/index-Bxt9QpLX.css +1 -0
  258. package/gui/web/dist/assets/index-CZ9DHZYy.js +67 -0
  259. package/gui/web/dist/assets/logo-CWpt6Y2a.svg +187 -0
  260. package/gui/web/dist/index.html +17 -0
  261. package/package.json +50 -18
  262. package/src/analysts/contracts.ts +189 -0
  263. package/src/analysts/orchestrator.ts +300 -0
  264. package/src/cli.ts +206 -0
  265. package/src/config.ts +245 -0
  266. package/src/index.ts +5 -0
  267. package/src/infra/browser.ts +111 -0
  268. package/src/infra/cache.ts +103 -0
  269. package/src/infra/http-client.ts +68 -0
  270. package/src/infra/index.ts +18 -0
  271. package/src/infra/native-dependencies.ts +12 -0
  272. package/src/infra/node-version.ts +24 -0
  273. package/src/infra/open-url.ts +28 -0
  274. package/src/infra/opencandle-paths.ts +64 -0
  275. package/src/infra/rate-limiter.ts +73 -0
  276. package/src/memory/index.ts +10 -0
  277. package/src/memory/manager.ts +192 -0
  278. package/src/memory/preference-extractor.ts +106 -0
  279. package/src/memory/retrieval.ts +70 -0
  280. package/src/memory/sqlite.ts +172 -0
  281. package/src/memory/storage.ts +205 -0
  282. package/src/memory/tool-defaults.ts +87 -0
  283. package/src/memory/types.ts +71 -0
  284. package/src/onboarding/connect.ts +184 -0
  285. package/src/onboarding/credential-interceptor.ts +134 -0
  286. package/src/onboarding/degradation-accumulator.ts +79 -0
  287. package/src/onboarding/prompt-user.ts +85 -0
  288. package/src/onboarding/providers.ts +315 -0
  289. package/src/onboarding/state.ts +218 -0
  290. package/src/onboarding/tool-helpers.ts +111 -0
  291. package/src/onboarding/tool-tags.ts +201 -0
  292. package/src/onboarding/validation.ts +158 -0
  293. package/src/pi/opencandle-extension.ts +955 -0
  294. package/src/pi/session-storage.ts +5 -0
  295. package/src/pi/session.ts +81 -0
  296. package/src/pi/setup.ts +381 -0
  297. package/src/pi/tool-adapter.ts +36 -0
  298. package/src/prompts/context-builder.ts +315 -0
  299. package/src/prompts/disclaimer.ts +9 -0
  300. package/src/prompts/policy-cards.ts +220 -0
  301. package/src/prompts/sections.ts +46 -0
  302. package/src/prompts/workflow-prompts.ts +433 -0
  303. package/src/providers/alpha-vantage.ts +315 -0
  304. package/src/providers/coingecko.ts +96 -0
  305. package/src/providers/exa-search.ts +373 -0
  306. package/src/providers/fear-greed.ts +45 -0
  307. package/src/providers/finnhub.ts +124 -0
  308. package/src/providers/fred.ts +83 -0
  309. package/src/providers/index.ts +9 -0
  310. package/src/providers/provider-credential-error.ts +23 -0
  311. package/src/providers/reddit.ts +151 -0
  312. package/src/providers/sec-edgar.ts +312 -0
  313. package/src/providers/twitter.ts +173 -0
  314. package/src/providers/web-search.ts +293 -0
  315. package/src/providers/with-fallback.ts +41 -0
  316. package/src/providers/wrap-provider.ts +64 -0
  317. package/src/providers/yahoo-finance.ts +534 -0
  318. package/src/routing/classify-intent.ts +285 -0
  319. package/src/routing/defaults.ts +29 -0
  320. package/src/routing/entity-extractor.ts +291 -0
  321. package/src/routing/index.ts +70 -0
  322. package/src/routing/legacy-rule-router.ts +13 -0
  323. package/src/routing/planning.ts +732 -0
  324. package/src/routing/route-manifest.ts +287 -0
  325. package/src/routing/router-llm-client.ts +51 -0
  326. package/src/routing/router-prompt.ts +163 -0
  327. package/src/routing/router-types.ts +87 -0
  328. package/src/routing/router.ts +712 -0
  329. package/src/routing/slot-resolver.ts +190 -0
  330. package/src/routing/turn-context.ts +111 -0
  331. package/src/routing/types.ts +75 -0
  332. package/src/runtime/answer-contracts.ts +633 -0
  333. package/src/runtime/artifact-contracts.ts +76 -0
  334. package/src/runtime/evidence.ts +77 -0
  335. package/src/runtime/planning-evidence.ts +591 -0
  336. package/src/runtime/prompt-step.ts +75 -0
  337. package/src/runtime/provider-tracker.ts +40 -0
  338. package/src/runtime/run-context.ts +22 -0
  339. package/src/runtime/session-coordinator.ts +472 -0
  340. package/src/runtime/tool-defaults-wrapper.ts +35 -0
  341. package/src/runtime/validation.ts +214 -0
  342. package/src/runtime/workflow-events.ts +75 -0
  343. package/src/runtime/workflow-runner.ts +188 -0
  344. package/src/runtime/workflow-types.ts +102 -0
  345. package/src/sentiment/adapters/finnhub.ts +44 -0
  346. package/src/sentiment/adapters/reddit.ts +65 -0
  347. package/src/sentiment/adapters/twitter.ts +36 -0
  348. package/src/sentiment/adapters/web.ts +44 -0
  349. package/src/sentiment/index.ts +58 -0
  350. package/src/sentiment/keywords.ts +9 -0
  351. package/src/sentiment/pipeline.ts +68 -0
  352. package/src/sentiment/scorer.ts +78 -0
  353. package/src/sentiment/store.ts +260 -0
  354. package/src/sentiment/trends.ts +90 -0
  355. package/src/sentiment/types.ts +108 -0
  356. package/src/system-prompt.ts +118 -0
  357. package/src/tool-kit.ts +68 -0
  358. package/src/tools/AGENTS.md +36 -0
  359. package/src/tools/fundamentals/company-overview.ts +54 -0
  360. package/src/tools/fundamentals/comps.ts +156 -0
  361. package/src/tools/fundamentals/dcf.ts +267 -0
  362. package/src/tools/fundamentals/earnings.ts +47 -0
  363. package/src/tools/fundamentals/financials.ts +54 -0
  364. package/src/tools/fundamentals/sec-filings.ts +84 -0
  365. package/src/tools/index.ts +91 -0
  366. package/src/tools/interaction/ask-user.ts +81 -0
  367. package/src/tools/interaction/twitter-login.ts +93 -0
  368. package/src/tools/macro/fear-greed.ts +41 -0
  369. package/src/tools/macro/fred-data.ts +80 -0
  370. package/src/tools/market/crypto-history.ts +67 -0
  371. package/src/tools/market/crypto-price.ts +53 -0
  372. package/src/tools/market/search-ticker.ts +53 -0
  373. package/src/tools/market/stock-history.ts +79 -0
  374. package/src/tools/market/stock-quote.ts +64 -0
  375. package/src/tools/options/greeks.ts +81 -0
  376. package/src/tools/options/option-chain.ts +96 -0
  377. package/src/tools/portfolio/correlation.ts +162 -0
  378. package/src/tools/portfolio/holdings-overlap.ts +123 -0
  379. package/src/tools/portfolio/predictions.ts +253 -0
  380. package/src/tools/portfolio/risk-analysis.ts +134 -0
  381. package/src/tools/portfolio/tracker.ts +147 -0
  382. package/src/tools/portfolio/watchlist.ts +159 -0
  383. package/src/tools/sentiment/reddit-sentiment.ts +164 -0
  384. package/src/tools/sentiment/sentiment-summary.ts +316 -0
  385. package/src/tools/sentiment/sentiment-trend.ts +58 -0
  386. package/src/tools/sentiment/twitter-sentiment.ts +96 -0
  387. package/src/tools/sentiment/web-search.ts +183 -0
  388. package/src/tools/sentiment/web-sentiment.ts +76 -0
  389. package/src/tools/technical/backtest.ts +267 -0
  390. package/src/tools/technical/indicators.ts +256 -0
  391. package/src/types/fundamentals.ts +46 -0
  392. package/src/types/index.ts +20 -0
  393. package/src/types/macro.ts +27 -0
  394. package/src/types/market.ts +43 -0
  395. package/src/types/options.ts +52 -0
  396. package/src/types/portfolio.ts +73 -0
  397. package/src/types/sentiment.ts +70 -0
  398. package/src/workflows/compare-assets.ts +75 -0
  399. package/src/workflows/index.ts +4 -0
  400. package/src/workflows/options-screener.ts +127 -0
  401. package/src/workflows/portfolio-builder.ts +56 -0
  402. package/src/workflows/types.ts +4 -0
  403. package/dist/runtime/index.d.ts +0 -16
  404. package/dist/runtime/index.js +0 -10
  405. package/dist/runtime/index.js.map +0 -1
  406. package/dist/runtime/provider-ids.d.ts +0 -14
  407. package/dist/runtime/provider-ids.js +0 -14
  408. package/dist/runtime/provider-ids.js.map +0 -1
@@ -0,0 +1,531 @@
1
+ import { artifactContractIdsForPlanning, } from "../runtime/artifact-contracts.js";
2
+ export const PLANNING_VERSION = "planning-v1";
3
+ export const CAPABILITY_GAP_REGISTRY = {
4
+ market_calendar: {
5
+ id: "market_calendar",
6
+ label: "Market calendar",
7
+ description: "Exchange holiday and session-state data beyond deterministic weekday/known-holiday grounding.",
8
+ v1Status: "classified_gap",
9
+ specialistCompetitive: false,
10
+ },
11
+ etf_holdings_overlap: {
12
+ id: "etf_holdings_overlap",
13
+ label: "ETF holdings overlap",
14
+ description: "Exact fund holding overlap, weights, and issuer-level exposure calculations.",
15
+ v1Status: "classified_gap",
16
+ specialistCompetitive: false,
17
+ },
18
+ brokerage_comparison: {
19
+ id: "brokerage_comparison",
20
+ label: "Brokerage comparison",
21
+ description: "Live brokerage fees, platform features, account support, and execution-quality comparison data.",
22
+ v1Status: "classified_gap",
23
+ specialistCompetitive: false,
24
+ },
25
+ cash_yield_products: {
26
+ id: "cash_yield_products",
27
+ label: "Cash-yield products",
28
+ description: "Live HYSA, money-market, CD, T-bill, and sweep-rate comparison data.",
29
+ v1Status: "classified_gap",
30
+ specialistCompetitive: false,
31
+ },
32
+ earnings_event_risk: {
33
+ id: "earnings_event_risk",
34
+ label: "Earnings-event risk",
35
+ description: "Upcoming earnings timing, transcript, implied move, and event-specific risk coverage.",
36
+ v1Status: "classified_gap",
37
+ specialistCompetitive: false,
38
+ },
39
+ fund_tax_efficiency: {
40
+ id: "fund_tax_efficiency",
41
+ label: "Fund tax efficiency",
42
+ description: "Distribution, turnover, asset-location, and after-tax fund comparison data.",
43
+ v1Status: "classified_gap",
44
+ specialistCompetitive: false,
45
+ },
46
+ forward_rate_probabilities: {
47
+ id: "forward_rate_probabilities",
48
+ label: "Forward-rate probabilities",
49
+ description: "Forward policy-rate probability and curve-derived expectation data.",
50
+ v1Status: "classified_gap",
51
+ specialistCompetitive: false,
52
+ },
53
+ sentiment_sample_depth: {
54
+ id: "sentiment_sample_depth",
55
+ label: "Sentiment sample depth",
56
+ description: "Coverage, sample-size, source-depth, and low-volume confidence metadata for sentiment evidence.",
57
+ v1Status: "classified_gap",
58
+ specialistCompetitive: false,
59
+ },
60
+ };
61
+ export const PLANNING_MANIFEST = {
62
+ single_asset_decision: {
63
+ routeKinds: ["agent_task"],
64
+ workflows: ["single_asset_analysis", "general_finance_qa", undefined],
65
+ taskFamily: "single_asset_decision",
66
+ commitmentMode: "decision",
67
+ policyCardId: "single_asset_decision",
68
+ evidencePlanId: "placeholder_single_asset_decision",
69
+ answerContractId: "single_asset_decision",
70
+ structuredCheckIds: ["required_evidence_present", "freshness_disclosed", "data_gap_disclosed"],
71
+ capabilityGapIds: [],
72
+ compatibleToolBundles: ["core_market", "options", "sentiment", "sec", "clarification"],
73
+ migrated: false,
74
+ migrationStatus: "replacement_active",
75
+ },
76
+ asset_compare: {
77
+ routeKinds: ["workflow_dispatch", "agent_task"],
78
+ workflows: ["compare_assets"],
79
+ taskFamily: "asset_compare",
80
+ commitmentMode: "compare_tradeoffs",
81
+ policyCardId: "asset_compare",
82
+ evidencePlanId: "placeholder_asset_compare",
83
+ answerContractId: "asset_compare_tradeoff",
84
+ structuredCheckIds: ["required_evidence_present", "data_gap_disclosed", "capability_gap_disclosure"],
85
+ capabilityGapIds: ["etf_holdings_overlap"],
86
+ compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
87
+ migrated: false,
88
+ migrationStatus: "replacement_active",
89
+ },
90
+ portfolio_build: {
91
+ routeKinds: ["workflow_dispatch"],
92
+ workflows: ["portfolio_builder"],
93
+ taskFamily: "portfolio_build",
94
+ commitmentMode: "construct",
95
+ policyCardId: "portfolio_build",
96
+ evidencePlanId: "placeholder_portfolio_build",
97
+ answerContractId: "portfolio_build",
98
+ structuredCheckIds: ["required_evidence_present", "commitment_mode_respected"],
99
+ capabilityGapIds: [],
100
+ compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
101
+ migrated: false,
102
+ },
103
+ portfolio_review: {
104
+ routeKinds: ["agent_task", "workflow_dispatch"],
105
+ workflows: ["general_finance_qa", "portfolio_builder"],
106
+ taskFamily: "portfolio_review",
107
+ commitmentMode: "decision",
108
+ policyCardId: "portfolio_review",
109
+ evidencePlanId: "placeholder_portfolio_review",
110
+ answerContractId: "portfolio_review",
111
+ structuredCheckIds: ["required_evidence_present", "data_gap_disclosed", "commitment_mode_respected"],
112
+ capabilityGapIds: [],
113
+ compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
114
+ migrated: false,
115
+ migrationStatus: "replacement_active",
116
+ },
117
+ options_strategy: {
118
+ routeKinds: ["workflow_dispatch", "agent_task"],
119
+ workflows: ["options_screener", "general_finance_qa"],
120
+ taskFamily: "options_strategy",
121
+ commitmentMode: "decision",
122
+ policyCardId: "options_strategy",
123
+ evidencePlanId: "placeholder_options_strategy",
124
+ answerContractId: "options_strategy",
125
+ structuredCheckIds: ["required_evidence_present", "freshness_disclosed"],
126
+ capabilityGapIds: [],
127
+ compatibleToolBundles: ["core_market", "options", "sentiment", "clarification"],
128
+ migrated: false,
129
+ migrationStatus: "replacement_active",
130
+ },
131
+ current_event_explanation: {
132
+ routeKinds: ["agent_task"],
133
+ workflows: ["general_finance_qa", "single_asset_analysis", undefined],
134
+ taskFamily: "current_event_explanation",
135
+ commitmentMode: "framework",
136
+ policyCardId: "current_event_explanation",
137
+ evidencePlanId: "market_status",
138
+ answerContractId: "current_event_explanation",
139
+ structuredCheckIds: ["required_evidence_present", "freshness_disclosed", "data_gap_disclosed"],
140
+ capabilityGapIds: ["market_calendar"],
141
+ compatibleToolBundles: ["core_market", "macro", "sentiment", "sec", "clarification"],
142
+ migrated: false,
143
+ migrationStatus: "replacement_active",
144
+ },
145
+ ticker_disambiguation: {
146
+ routeKinds: ["agent_task"],
147
+ workflows: ["general_finance_qa", "single_asset_analysis", undefined],
148
+ taskFamily: "ticker_disambiguation",
149
+ commitmentMode: "framework",
150
+ policyCardId: "ticker_disambiguation",
151
+ evidencePlanId: "ticker_disambiguation",
152
+ answerContractId: "ticker_disambiguation",
153
+ structuredCheckIds: ["required_evidence_present", "data_gap_disclosed"],
154
+ capabilityGapIds: ["earnings_event_risk"],
155
+ compatibleToolBundles: ["core_market", "clarification"],
156
+ migrated: true,
157
+ },
158
+ filing_thesis_review: {
159
+ routeKinds: ["agent_task"],
160
+ workflows: ["general_finance_qa", "single_asset_analysis"],
161
+ taskFamily: "filing_thesis_review",
162
+ commitmentMode: "framework",
163
+ policyCardId: "filing_thesis_review",
164
+ evidencePlanId: "placeholder_filing_thesis_review",
165
+ answerContractId: "filing_thesis_review",
166
+ structuredCheckIds: ["required_evidence_present", "data_gap_disclosed"],
167
+ capabilityGapIds: [],
168
+ compatibleToolBundles: ["core_market", "sec"],
169
+ migrated: false,
170
+ migrationStatus: "replacement_active",
171
+ },
172
+ sentiment_snapshot: {
173
+ routeKinds: ["agent_task"],
174
+ workflows: ["general_finance_qa", "single_asset_analysis"],
175
+ taskFamily: "sentiment_snapshot",
176
+ commitmentMode: "framework",
177
+ policyCardId: "sentiment_snapshot",
178
+ evidencePlanId: "placeholder_sentiment_snapshot",
179
+ answerContractId: "sentiment_snapshot",
180
+ structuredCheckIds: ["required_evidence_present", "source_coverage_disclosed", "data_gap_disclosed"],
181
+ capabilityGapIds: ["sentiment_sample_depth"],
182
+ compatibleToolBundles: ["core_market", "sentiment"],
183
+ migrated: false,
184
+ migrationStatus: "replacement_active",
185
+ },
186
+ concept_explainer: {
187
+ routeKinds: ["agent_task"],
188
+ workflows: ["general_finance_qa", undefined],
189
+ taskFamily: "concept_explainer",
190
+ commitmentMode: "framework",
191
+ policyCardId: "concept_explainer",
192
+ evidencePlanId: "placeholder_concept_explainer",
193
+ answerContractId: "concept_explainer",
194
+ structuredCheckIds: ["commitment_mode_respected"],
195
+ capabilityGapIds: [],
196
+ compatibleToolBundles: [],
197
+ migrated: false,
198
+ migrationStatus: "replacement_active",
199
+ },
200
+ retail_finance_tradeoff: {
201
+ routeKinds: ["agent_task"],
202
+ workflows: ["general_finance_qa", undefined],
203
+ taskFamily: "retail_finance_tradeoff",
204
+ commitmentMode: "framework",
205
+ policyCardId: "retail_finance_tradeoff",
206
+ evidencePlanId: "placeholder_retail_finance_tradeoff",
207
+ answerContractId: "retail_tradeoff_framework",
208
+ structuredCheckIds: ["data_gap_disclosed", "capability_gap_disclosure"],
209
+ capabilityGapIds: ["brokerage_comparison", "cash_yield_products", "fund_tax_efficiency"],
210
+ compatibleToolBundles: [],
211
+ migrated: false,
212
+ migrationStatus: "replacement_active",
213
+ },
214
+ stateful_tracking_update: {
215
+ routeKinds: ["agent_task"],
216
+ workflows: ["watchlist_or_tracking"],
217
+ taskFamily: "stateful_tracking_update",
218
+ commitmentMode: "update_state",
219
+ policyCardId: "stateful_tracking_update",
220
+ evidencePlanId: "placeholder_stateful_tracking_update",
221
+ answerContractId: "stateful_tracking_update",
222
+ structuredCheckIds: ["commitment_mode_respected"],
223
+ capabilityGapIds: [],
224
+ compatibleToolBundles: ["core_market", "clarification"],
225
+ migrated: false,
226
+ migrationStatus: "replacement_active",
227
+ },
228
+ backtest_review: {
229
+ routeKinds: ["agent_task"],
230
+ workflows: ["general_finance_qa", "single_asset_analysis"],
231
+ taskFamily: "backtest_review",
232
+ commitmentMode: "framework",
233
+ policyCardId: "backtest_review",
234
+ evidencePlanId: "placeholder_backtest_review",
235
+ answerContractId: "backtest_review",
236
+ structuredCheckIds: ["required_evidence_present", "data_gap_disclosed", "source_coverage_disclosed"],
237
+ capabilityGapIds: [],
238
+ compatibleToolBundles: ["core_market", "options", "sentiment", "sec", "clarification"],
239
+ migrated: false,
240
+ migrationStatus: "replacement_active",
241
+ },
242
+ macro_allocation_review: {
243
+ routeKinds: ["agent_task"],
244
+ workflows: ["general_finance_qa"],
245
+ taskFamily: "macro_allocation_review",
246
+ commitmentMode: "decision",
247
+ policyCardId: "macro_allocation_review",
248
+ evidencePlanId: "market_status",
249
+ answerContractId: "macro_allocation_review",
250
+ structuredCheckIds: ["required_evidence_present", "freshness_disclosed", "data_gap_disclosed"],
251
+ capabilityGapIds: ["market_calendar", "forward_rate_probabilities"],
252
+ compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
253
+ migrated: false,
254
+ migrationStatus: "replacement_active",
255
+ },
256
+ general_fallback: {
257
+ routeKinds: ["agent_task", "clarification", "pass_through"],
258
+ workflows: [undefined, "general_finance_qa"],
259
+ taskFamily: "general_fallback",
260
+ commitmentMode: "framework",
261
+ policyCardId: "general_fallback",
262
+ evidencePlanId: "placeholder_general_fallback",
263
+ answerContractId: "general_fallback",
264
+ structuredCheckIds: ["data_gap_disclosed"],
265
+ capabilityGapIds: [],
266
+ compatibleToolBundles: ["core_market", "clarification"],
267
+ migrated: false,
268
+ },
269
+ };
270
+ export function buildPlanningEnvelope(input, output, options = {}) {
271
+ const proposed = defaultPlanningSelection(input, output);
272
+ const { selection, diagnostics } = validatePlanningSelection(output, proposed);
273
+ const manifestEntry = PLANNING_MANIFEST[selection.taskFamily];
274
+ const behaviorMode = options.migrationStatuses?.[selection.taskFamily] ??
275
+ manifestEntry.migrationStatus ??
276
+ (manifestEntry.migrated
277
+ ? "replacement_active"
278
+ : "observe_only");
279
+ return {
280
+ version: PLANNING_VERSION,
281
+ ...selection,
282
+ behaviorMode,
283
+ workspacePlaceholderIds: [],
284
+ artifactPlaceholderIds: [],
285
+ artifactContractIds: artifactContractIdsForPlanning(selection),
286
+ diagnostics: [
287
+ ...diagnostics,
288
+ ...(output.diagnostics.length > 0
289
+ ? [{
290
+ code: "planning_after_router_corrections",
291
+ message: "planning selected after router diagnostics were applied",
292
+ }]
293
+ : []),
294
+ ...(behaviorMode === "observe_only"
295
+ ? [{
296
+ code: "planning_observe_only",
297
+ message: "planning metadata is recorded without changing active prompt, route, workflow, tools, or answer behavior",
298
+ }]
299
+ : []),
300
+ ],
301
+ };
302
+ }
303
+ export function validatePlanningSelection(output, proposed) {
304
+ const manifestEntry = PLANNING_MANIFEST[proposed.taskFamily];
305
+ if (isAllowedForOutput(manifestEntry, output)) {
306
+ return { selection: proposed, diagnostics: [] };
307
+ }
308
+ const fallback = defaultTaskFamilyForOutput(output, "");
309
+ return {
310
+ selection: selectionForTaskFamily(fallback),
311
+ diagnostics: [{
312
+ code: "planning_task_family_corrected",
313
+ message: `${proposed.taskFamily} is not supported for ${output.routeKind}${output.workflow ? `/${output.workflow}` : ""}; using ${fallback}`,
314
+ }],
315
+ };
316
+ }
317
+ function defaultPlanningSelection(input, output) {
318
+ const selection = selectionForTaskFamily(defaultTaskFamilyForOutput(output, input.text));
319
+ return refinePlanningSelectionForPrompt(selection, input.text);
320
+ }
321
+ function selectionForTaskFamily(taskFamily) {
322
+ const entry = PLANNING_MANIFEST[taskFamily];
323
+ return {
324
+ taskFamily: entry.taskFamily,
325
+ commitmentMode: entry.commitmentMode,
326
+ policyCardId: entry.policyCardId,
327
+ evidencePlanId: entry.evidencePlanId,
328
+ answerContractId: entry.answerContractId,
329
+ structuredCheckIds: [...entry.structuredCheckIds],
330
+ capabilityGapIds: [...entry.capabilityGapIds],
331
+ };
332
+ }
333
+ function defaultTaskFamilyForOutput(output, text) {
334
+ const lower = text.toLowerCase();
335
+ if (output.routeKind === "clarification")
336
+ return "general_fallback";
337
+ if (output.routeKind === "pass_through")
338
+ return "general_fallback";
339
+ if (output.workflow === "portfolio_builder" && isExistingRetirementAllocationReviewPrompt(lower)) {
340
+ return "portfolio_review";
341
+ }
342
+ if (output.workflow === "portfolio_builder")
343
+ return "portfolio_build";
344
+ if (output.workflow === "options_screener")
345
+ return "options_strategy";
346
+ if (output.workflow === "compare_assets")
347
+ return "asset_compare";
348
+ if (output.workflow === "watchlist_or_tracking")
349
+ return "stateful_tracking_update";
350
+ if (output.entities.symbols.length === 0 && isNoToolConceptEducationPrompt(lower)) {
351
+ return "concept_explainer";
352
+ }
353
+ if (isTickerDisambiguationPrompt(lower)) {
354
+ return "ticker_disambiguation";
355
+ }
356
+ if (isOptionsStrategyPrompt(lower))
357
+ return "options_strategy";
358
+ if (/\bbacktest(?:ing|ed)?\b/.test(lower)) {
359
+ return "backtest_review";
360
+ }
361
+ if (/\b(?:macro|inflation|fed|rates?|duration|recession)\b/.test(lower)) {
362
+ return "macro_allocation_review";
363
+ }
364
+ if (/\b(?:sentiment|mood|reddit|twitter|x\/twitter)\b/.test(lower)) {
365
+ return "sentiment_snapshot";
366
+ }
367
+ if (isPortfolioRebalancePrompt(lower) || isAddToExistingHoldingsPrompt(lower, output.entities.symbols.length)) {
368
+ return "portfolio_review";
369
+ }
370
+ if (/\b(?:today|right now|this morning|after close|moved|catalyst)\b/.test(lower)) {
371
+ return "current_event_explanation";
372
+ }
373
+ if (/\b(?:filing|10-k|10-q|8-k|sec)\b/.test(lower)) {
374
+ return "filing_thesis_review";
375
+ }
376
+ if (/\b(?:brokerage|hysa|money-market|t-bills?|cds?|mortgage|taxable account)\b/.test(lower)) {
377
+ return "retail_finance_tradeoff";
378
+ }
379
+ if (/\b(?:btc|bitcoin|crypto)\b/.test(lower) && /\b(?:allocation|range|position\s+size|sizing|drawdown)\b/.test(lower)) {
380
+ return "retail_finance_tradeoff";
381
+ }
382
+ if (/\b(?:60\/40|portfolio|allocation)\b/.test(lower) && /\b(?:evaluate|evaluation|review|risk|prospects)\b/.test(lower)) {
383
+ return "portfolio_review";
384
+ }
385
+ if (output.entities.symbols.length === 1 && /\b(?:analyze|buy|sell|wait|avoid|recommendation|attractive)\b/.test(lower)) {
386
+ return "single_asset_decision";
387
+ }
388
+ if (output.workflow === "single_asset_analysis")
389
+ return "single_asset_decision";
390
+ if (/\b(?:explain|what is|what does|how to|define)\b/.test(lower) && output.entities.symbols.length === 0) {
391
+ return "concept_explainer";
392
+ }
393
+ return "general_fallback";
394
+ }
395
+ function refinePlanningSelectionForPrompt(selection, text) {
396
+ const lower = text.toLowerCase();
397
+ if (selection.taskFamily === "concept_explainer") {
398
+ if (isOptionsEducationPrompt(lower)) {
399
+ return {
400
+ ...selection,
401
+ policyCardId: "concept_options_education",
402
+ structuredCheckIds: mergeStructuredChecks(selection.structuredCheckIds, [
403
+ "tax_caveat_present",
404
+ "when_not_ideal_present",
405
+ ]),
406
+ };
407
+ }
408
+ if (isInflationCashEducationPrompt(lower)) {
409
+ return {
410
+ ...selection,
411
+ policyCardId: "concept_inflation_cash_education",
412
+ structuredCheckIds: mergeStructuredChecks(selection.structuredCheckIds, ["tax_caveat_present"]),
413
+ };
414
+ }
415
+ if (isValuationMetricEducationPrompt(lower)) {
416
+ return {
417
+ ...selection,
418
+ policyCardId: "concept_valuation_metric_education",
419
+ };
420
+ }
421
+ }
422
+ if (selection.taskFamily === "portfolio_review" &&
423
+ (isPortfolioRebalancePrompt(lower) || isAddToExistingHoldingsPrompt(lower, 2)) &&
424
+ !isExistingRetirementAllocationReviewPrompt(lower)) {
425
+ return {
426
+ ...selection,
427
+ policyCardId: "portfolio_rebalance_review",
428
+ structuredCheckIds: mergeStructuredChecks(selection.structuredCheckIds, [
429
+ "assumption_disclosed",
430
+ "target_bands_present",
431
+ ]),
432
+ capabilityGapIds: mergeCapabilityGaps(selection.capabilityGapIds, ["etf_holdings_overlap"]),
433
+ };
434
+ }
435
+ if (selection.taskFamily === "retail_finance_tradeoff" &&
436
+ /\b(?:where should|hysa|money-market|t-bills?|cds?|mortgage|versus|vs\.?|or)\b/.test(lower)) {
437
+ return {
438
+ ...selection,
439
+ commitmentMode: "compare_tradeoffs",
440
+ };
441
+ }
442
+ if (selection.taskFamily === "retail_finance_tradeoff" &&
443
+ /\b(?:btc|bitcoin|crypto)\b/.test(lower) &&
444
+ /\b(?:allocation|range|position\s+size|sizing|drawdown)\b/.test(lower)) {
445
+ return {
446
+ ...selection,
447
+ commitmentMode: "decision",
448
+ };
449
+ }
450
+ if (selection.taskFamily === "ticker_disambiguation" &&
451
+ /\b(?:earnings|trim|hedge|hold|event[-\s]?risk|position\s+size)\b/.test(lower)) {
452
+ return {
453
+ ...selection,
454
+ commitmentMode: "decision",
455
+ };
456
+ }
457
+ if (selection.taskFamily === "macro_allocation_review" &&
458
+ /\b(?:sentiment|mood|reddit|twitter|x\/twitter)\b/.test(lower)) {
459
+ return {
460
+ ...selection,
461
+ commitmentMode: "framework",
462
+ capabilityGapIds: mergeCapabilityGaps(selection.capabilityGapIds, ["sentiment_sample_depth"]),
463
+ };
464
+ }
465
+ return selection;
466
+ }
467
+ function isNoToolConceptEducationPrompt(lower) {
468
+ if (!/\b(?:explain|what\s+is|what\s+are|what\s+does|how\s+does|how\s+do|how\s+to|define)\b/.test(lower)) {
469
+ return false;
470
+ }
471
+ return isOptionsEducationPrompt(lower) ||
472
+ isInflationCashEducationPrompt(lower) ||
473
+ isValuationMetricEducationPrompt(lower);
474
+ }
475
+ function isOptionsEducationPrompt(lower) {
476
+ return /\b(?:covered\s+calls?|protective\s+puts?|options?|option\s+premium|assignment\s+risk|strike|expiration|delta|theta|greeks?)\b/.test(lower);
477
+ }
478
+ function isOptionsStrategyPrompt(lower) {
479
+ return /\b(?:covered\s+calls?|protective\s+puts?|sell(?:ing)?\s+calls?|sell(?:ing)?\s+puts?|options?\s+income|option\s+strategy|hedge|collar)\b/.test(lower) &&
480
+ /\b(?:own|have|shares?|position|cost\s+basis|good\s+idea|make\s+sense|income|premium|strike|expiration|assignment|stable|flat|protect|hedge|sell)\b/.test(lower);
481
+ }
482
+ function isTickerDisambiguationPrompt(lower) {
483
+ if (/\b(?:ticker|symbol|formerly|old ticker)\b/.test(lower))
484
+ return true;
485
+ return /\b(?:earnings are|earnings tonight)\b/.test(lower) &&
486
+ /\b(?:trim|hedge|hold|event[-\s]?risk|position\s+size)\b/.test(lower) &&
487
+ !/\b(?:covered\s+calls?|protective\s+puts?|sell(?:ing)?\s+calls?|sell(?:ing)?\s+puts?|option\s+chain|strike|expiration|premium)\b/.test(lower);
488
+ }
489
+ function isInflationCashEducationPrompt(lower) {
490
+ return /\b(?:inflation|purchasing\s+power|real\s+returns?|cash\s+savings?|cash\s+drag|tips|short(?:er)?[-\s]?duration)\b/.test(lower) &&
491
+ /\b(?:cash|savings?|purchasing\s+power|real\s+returns?|bonds?|tips|protect|protection|affect)\b/.test(lower);
492
+ }
493
+ function isValuationMetricEducationPrompt(lower) {
494
+ return /\b(?:p\/e|pe\s+ratio|price[-\s]?to[-\s]?earnings|ev\/ebitda|p\/s|price[-\s]?to[-\s]?sales|valuation\s+metric|trailing|forward\s+earnings|normalized\s+earnings|cyclically\s+adjusted)\b/.test(lower);
495
+ }
496
+ function isPortfolioRebalancePrompt(lower) {
497
+ return /\b(?:portfolio|allocation|holdings?|sleeves?|ira|etfs?|funds?|s&p\s*500|index|equity|bonds?|cash)\b/.test(lower) &&
498
+ /\b(?:rebalance|diversify|diversifying|concentration|overweight|underweight|target\s+bands?|drift|reduce\s+concentration|adjust|adjustment|more\s+aggressive|higher\s+growth|too\s+risky|riskier|worried|crash|protect|protection|missing\s+out\s+on\s+growth)\b/.test(lower);
499
+ }
500
+ function isAddToExistingHoldingsPrompt(lower, symbolCount) {
501
+ return symbolCount >= 2 &&
502
+ /\b(?:already\s+own|already\s+hold|current(?:ly)?\s+own|existing\s+(?:holdings?|portfolio|position)|my\s+portfolio)\b/.test(lower) &&
503
+ /\b(?:add(?:ing)?|buy(?:ing)?|make\s+sense|fit|long[-\s]?term|growth)\b/.test(lower);
504
+ }
505
+ function isExistingRetirementAllocationReviewPrompt(lower) {
506
+ return /\b(?:401k|401\(k\)|target[-\s]?date|tdf)\b/.test(lower) &&
507
+ /\b(?:mostly|current(?:ly)?|already|have|holding|invested|allocation)\b/.test(lower) &&
508
+ /\b(?:review|solid|worried|inflation|diversify|boost returns?|other options?|without taking crazy risks?|risk)\b/.test(lower);
509
+ }
510
+ function mergeCapabilityGaps(primary, secondary) {
511
+ const merged = [];
512
+ for (const gap of [...primary, ...secondary]) {
513
+ if (!merged.includes(gap))
514
+ merged.push(gap);
515
+ }
516
+ return merged;
517
+ }
518
+ function mergeStructuredChecks(primary, secondary) {
519
+ const merged = [];
520
+ for (const check of [...primary, ...secondary]) {
521
+ if (!merged.includes(check))
522
+ merged.push(check);
523
+ }
524
+ return merged;
525
+ }
526
+ function isAllowedForOutput(entry, output) {
527
+ if (!entry.routeKinds.includes(output.routeKind))
528
+ return false;
529
+ return entry.workflows.includes(output.workflow);
530
+ }
531
+ //# sourceMappingURL=planning.js.map
@@ -0,0 +1 @@
1
+ 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@@ -0,0 +1,35 @@
1
+ import type { ExtractedEntities, WorkflowType } from "./types.js";
2
+ import type { RouterOutput, RouterRoute, RouterRouteKind, ToolBundleName } from "./router-types.js";
3
+ import type { MemoryCategory } from "../memory/types.js";
4
+ export declare const ROUTE_KINDS: readonly RouterRouteKind[];
5
+ export declare const TOOL_BUNDLE_TOOLS: Record<ToolBundleName, readonly string[]>;
6
+ export type PromptPlaybookId = "workflow_dispatch" | "agent_task" | "clarification" | "pass_through";
7
+ interface RouteCapability {
8
+ routeKind: RouterRouteKind;
9
+ legacyRoute: RouterRoute;
10
+ promptPlaybook: PromptPlaybookId;
11
+ toolBundles: ToolBundleName[];
12
+ memoryScopes: MemoryCategory[];
13
+ allowWorkflow: boolean;
14
+ }
15
+ interface WorkflowCapability {
16
+ workflow: Exclude<WorkflowType, "unclassified">;
17
+ dispatchable: boolean;
18
+ requiredSlots: string[];
19
+ toolBundles: ToolBundleName[];
20
+ memoryScopes: MemoryCategory[];
21
+ promptPlaybook: PromptPlaybookId;
22
+ }
23
+ export declare const ROUTE_CAPABILITY_MANIFEST: Record<RouterRouteKind, RouteCapability>;
24
+ export declare const WORKFLOW_CAPABILITY_MANIFEST: Record<Exclude<WorkflowType, "unclassified">, WorkflowCapability>;
25
+ export declare function isRouteKind(value: string): value is RouterRouteKind;
26
+ export declare function isToolBundleName(value: string): value is ToolBundleName;
27
+ export declare function legacyRouteForRouteKind(routeKind: RouterRouteKind): RouterRoute;
28
+ export declare function isDispatchableWorkflow(workflow: Exclude<WorkflowType, "unclassified"> | undefined): boolean;
29
+ export declare function routeKindFromLegacyRoute(route: RouterRoute, missingRequired?: readonly string[]): RouterRouteKind;
30
+ export declare function workflowRequiredSlots(workflow: Exclude<WorkflowType, "unclassified"> | undefined): string[];
31
+ export declare function computeMissingRequiredSlots(workflow: Exclude<WorkflowType, "unclassified"> | undefined, entities: ExtractedEntities, slots?: RouterOutput["slots"], existingMissing?: readonly string[]): string[];
32
+ export declare function selectToolBundles(output: Pick<RouterOutput, "routeKind" | "workflow" | "entities">): ToolBundleName[];
33
+ export declare function activeToolsForBundles(bundles: readonly ToolBundleName[], availableToolNames?: readonly string[]): string[];
34
+ export declare function memoryScopesForRoute(routeKind: RouterRouteKind, workflow?: Exclude<WorkflowType, "unclassified">): MemoryCategory[];
35
+ export {};