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 +1,31 @@
1
+ import { unlink } from "node:fs/promises";
2
+ import { SessionManager } from "@earendil-works/pi-coding-agent";
3
+
4
+ export async function renameSessionFile(
5
+ cwd: string,
6
+ sessionDir: string,
7
+ sessionPath: string,
8
+ nextName: string,
9
+ ): Promise<void> {
10
+ const target = await resolveListedSession(cwd, sessionDir, sessionPath);
11
+ const name = nextName.trim();
12
+ if (!name) throw new Error("Session name cannot be empty");
13
+ const manager = SessionManager.open(target.path);
14
+ manager.appendSessionInfo(name);
15
+ }
16
+
17
+ export async function deleteSessionFile(
18
+ cwd: string,
19
+ sessionDir: string,
20
+ sessionPath: string,
21
+ ): Promise<void> {
22
+ const target = await resolveListedSession(cwd, sessionDir, sessionPath);
23
+ await unlink(target.path);
24
+ }
25
+
26
+ async function resolveListedSession(cwd: string, sessionDir: string, sessionPath: string) {
27
+ const sessions = await SessionManager.list(cwd, sessionDir);
28
+ const target = sessions.find((session) => session.path === sessionPath);
29
+ if (!target) throw new Error("Unknown saved session");
30
+ return target;
31
+ }
@@ -0,0 +1,81 @@
1
+ export interface WaitForEntryCountOptions {
2
+ timeoutMs?: number;
3
+ intervalMs?: number;
4
+ }
5
+
6
+ export interface WaitForSessionTurnSettlementOptions extends WaitForEntryCountOptions {
7
+ idleGraceMs?: number;
8
+ }
9
+
10
+ export interface SessionRunStatus {
11
+ isStreaming: boolean;
12
+ pendingMessageCount: number;
13
+ }
14
+
15
+ export async function waitForEntryCount(
16
+ getCount: () => number,
17
+ previousCount: number,
18
+ options: WaitForEntryCountOptions = {},
19
+ ): Promise<void> {
20
+ const timeoutMs = options.timeoutMs ?? 2_000;
21
+ const intervalMs = options.intervalMs ?? 25;
22
+ const deadline = Date.now() + timeoutMs;
23
+
24
+ while (getCount() <= previousCount && Date.now() < deadline) {
25
+ await delay(intervalMs);
26
+ }
27
+ if (getCount() <= previousCount) {
28
+ throw new Error("Timed out waiting for a new session entry");
29
+ }
30
+ }
31
+
32
+ export async function waitForNewEntryId(
33
+ getIds: () => string[],
34
+ previousIds: Set<string>,
35
+ options: WaitForEntryCountOptions = {},
36
+ ): Promise<void> {
37
+ const timeoutMs = options.timeoutMs ?? 2_000;
38
+ const intervalMs = options.intervalMs ?? 25;
39
+ const deadline = Date.now() + timeoutMs;
40
+
41
+ while (!getIds().some((id) => !previousIds.has(id)) && Date.now() < deadline) {
42
+ await delay(intervalMs);
43
+ }
44
+ if (!getIds().some((id) => !previousIds.has(id))) {
45
+ throw new Error("Timed out waiting for a new session entry");
46
+ }
47
+ }
48
+
49
+ export async function waitForSessionTurnSettlement(
50
+ getStatus: () => SessionRunStatus,
51
+ options: WaitForSessionTurnSettlementOptions = {},
52
+ ): Promise<void> {
53
+ const timeoutMs = options.timeoutMs ?? 120_000;
54
+ const intervalMs = options.intervalMs ?? 25;
55
+ const idleGraceMs = options.idleGraceMs ?? 250;
56
+ const deadline = Date.now() + timeoutMs;
57
+ let idleSince: number | undefined;
58
+
59
+ while (Date.now() < deadline) {
60
+ const status = getStatus();
61
+ const active = status.isStreaming || status.pendingMessageCount > 0;
62
+
63
+ if (active) {
64
+ idleSince = undefined;
65
+ await delay(intervalMs);
66
+ continue;
67
+ }
68
+
69
+ idleSince ??= Date.now();
70
+ if (Date.now() - idleSince >= idleGraceMs) {
71
+ return;
72
+ }
73
+
74
+ await delay(intervalMs);
75
+ }
76
+ throw new Error("Timed out waiting for the session turn to settle");
77
+ }
78
+
79
+ function delay(ms: number): Promise<void> {
80
+ return new Promise((resolve) => setTimeout(resolve, ms));
81
+ }
@@ -0,0 +1,88 @@
1
+ import { getOpenCandleToolDefinitions } from "../../src/index.js";
2
+ import { PROVIDERS, getCredential } from "../../src/onboarding/providers.js";
3
+ import { getAllDefaults, setDefault } from "../../src/memory/tool-defaults.js";
4
+
5
+ const WORKFLOWS = [
6
+ {
7
+ id: "comprehensive_analysis",
8
+ name: "Comprehensive Analysis",
9
+ description: "Run the multi-analyst stock analysis workflow.",
10
+ prompt: "/analyze {symbol}",
11
+ slots: [{ name: "symbol", label: "Symbol", type: "text" }],
12
+ },
13
+ {
14
+ id: "portfolio_builder",
15
+ name: "Portfolio Builder",
16
+ description: "Build a diversified portfolio from goals and constraints.",
17
+ prompt: "Build me a portfolio for {objective}",
18
+ slots: [{ name: "objective", label: "Objective", type: "text" }],
19
+ },
20
+ {
21
+ id: "options_screener",
22
+ name: "Options Screener",
23
+ description: "Screen option chains for a target symbol.",
24
+ prompt: "Screen options for {symbol}",
25
+ slots: [{ name: "symbol", label: "Symbol", type: "text" }],
26
+ },
27
+ {
28
+ id: "compare_assets",
29
+ name: "Compare Assets",
30
+ description: "Compare two or more assets side by side.",
31
+ prompt: "Compare {symbols}",
32
+ slots: [{ name: "symbols", label: "Symbols", type: "text" }],
33
+ },
34
+ ];
35
+
36
+ export function buildCatalog() {
37
+ const defaults = getAllDefaults();
38
+ const tools = getOpenCandleToolDefinitions().map((tool) => ({
39
+ name: tool.name,
40
+ label: tool.label,
41
+ description: tool.description,
42
+ parameters: tool.parameters,
43
+ domain: inferDomain(tool.name),
44
+ enabled: defaults.get(tool.name)?.__enabled !== false,
45
+ defaults: defaults.get(tool.name) ?? {},
46
+ }));
47
+
48
+ return {
49
+ tools,
50
+ workflows: WORKFLOWS,
51
+ providers: PROVIDERS.map((provider) => {
52
+ const credential = getCredential(provider.id);
53
+ const source = credential.source;
54
+ return {
55
+ id: provider.id,
56
+ displayName: provider.displayName,
57
+ source,
58
+ apiKey: credential.value,
59
+ status:
60
+ source === "env"
61
+ ? "From env"
62
+ : source === "file"
63
+ ? "Configured"
64
+ : "Not configured",
65
+ unlocks: provider.unlocks,
66
+ fallbackDescription: provider.fallbackDescription,
67
+ signupUrl: provider.signupUrl,
68
+ envVar: provider.envVar,
69
+ instructionsHint: provider.instructionsHint,
70
+ };
71
+ }),
72
+ };
73
+ }
74
+
75
+ export function setToolEnabled(toolName: string, enabled: boolean): void {
76
+ setDefault(toolName, "__enabled", enabled);
77
+ }
78
+
79
+ function inferDomain(toolName: string): string {
80
+ if (toolName.includes("option")) return "options";
81
+ if (toolName.includes("portfolio") || toolName.includes("risk") || toolName.includes("correlation")) return "portfolio";
82
+ if (toolName.includes("sentiment") || toolName.includes("reddit") || toolName.includes("twitter") || toolName.includes("web")) return "sentiment";
83
+ if (toolName.includes("economic") || toolName.includes("fear")) return "macro";
84
+ if (toolName.includes("technical") || toolName.includes("backtest")) return "technical";
85
+ if (toolName.includes("company") || toolName.includes("financial") || toolName.includes("earnings") || toolName.includes("dcf") || toolName.includes("sec")) return "fundamentals";
86
+ if (toolName.includes("ask_user") || toolName.includes("login")) return "interaction";
87
+ return "market";
88
+ }
@@ -0,0 +1,128 @@
1
+ import { createHash } from "node:crypto";
2
+ import type { IncomingMessage } from "node:http";
3
+ import type { Duplex } from "node:stream";
4
+
5
+ export interface WsClient {
6
+ send(data: unknown): void;
7
+ close(): void;
8
+ onMessage(handler: (data: unknown) => void): void;
9
+ onClose(handler: () => void): void;
10
+ }
11
+
12
+ export function acceptWebSocket(req: IncomingMessage, socket: Duplex): WsClient {
13
+ const key = req.headers["sec-websocket-key"];
14
+ if (typeof key !== "string") {
15
+ socket.destroy();
16
+ throw new Error("Missing Sec-WebSocket-Key");
17
+ }
18
+
19
+ const accept = createHash("sha1")
20
+ .update(`${key}258EAFA5-E914-47DA-95CA-C5AB0DC85B11`)
21
+ .digest("base64");
22
+
23
+ socket.write(
24
+ [
25
+ "HTTP/1.1 101 Switching Protocols",
26
+ "Upgrade: websocket",
27
+ "Connection: Upgrade",
28
+ `Sec-WebSocket-Accept: ${accept}`,
29
+ "",
30
+ "",
31
+ ].join("\r\n"),
32
+ );
33
+
34
+ const messageHandlers: Array<(data: unknown) => void> = [];
35
+ const closeHandlers: Array<() => void> = [];
36
+ let buffer = Buffer.alloc(0);
37
+
38
+ socket.on("data", (chunk: Buffer) => {
39
+ buffer = Buffer.concat([buffer, chunk]);
40
+ while (true) {
41
+ const frame = readFrame(buffer);
42
+ if (!frame) break;
43
+ buffer = buffer.subarray(frame.bytesRead);
44
+ if (frame.opcode === 8) {
45
+ socket.end();
46
+ break;
47
+ }
48
+ if (frame.opcode !== 1) continue;
49
+ try {
50
+ const parsed = JSON.parse(frame.payload.toString("utf8"));
51
+ messageHandlers.forEach((handler) => handler(parsed));
52
+ } catch {
53
+ // Ignore malformed client frames; the GUI reconnects on protocol errors.
54
+ }
55
+ }
56
+ });
57
+
58
+ socket.on("close", () => closeHandlers.forEach((handler) => handler()));
59
+ socket.on("error", () => closeHandlers.forEach((handler) => handler()));
60
+
61
+ return {
62
+ send(data) {
63
+ if (socket.destroyed) return;
64
+ socket.write(writeFrame(Buffer.from(JSON.stringify(data), "utf8")));
65
+ },
66
+ close() {
67
+ socket.end();
68
+ },
69
+ onMessage(handler) {
70
+ messageHandlers.push(handler);
71
+ },
72
+ onClose(handler) {
73
+ closeHandlers.push(handler);
74
+ },
75
+ };
76
+ }
77
+
78
+ function readFrame(buffer: Buffer): { opcode: number; payload: Buffer; bytesRead: number } | null {
79
+ if (buffer.length < 2) return null;
80
+
81
+ const opcode = buffer[0] & 0x0f;
82
+ let length = buffer[1] & 0x7f;
83
+ let offset = 2;
84
+
85
+ if (length === 126) {
86
+ if (buffer.length < offset + 2) return null;
87
+ length = buffer.readUInt16BE(offset);
88
+ offset += 2;
89
+ } else if (length === 127) {
90
+ if (buffer.length < offset + 8) return null;
91
+ const big = buffer.readBigUInt64BE(offset);
92
+ if (big > BigInt(Number.MAX_SAFE_INTEGER)) throw new Error("Frame too large");
93
+ length = Number(big);
94
+ offset += 8;
95
+ }
96
+
97
+ const masked = (buffer[1] & 0x80) !== 0;
98
+ const mask = masked ? buffer.subarray(offset, offset + 4) : null;
99
+ if (masked) offset += 4;
100
+ if (buffer.length < offset + length) return null;
101
+
102
+ const payload = Buffer.from(buffer.subarray(offset, offset + length));
103
+ if (mask) {
104
+ for (let i = 0; i < payload.length; i++) {
105
+ payload[i] ^= mask[i % 4];
106
+ }
107
+ }
108
+
109
+ return { opcode, payload, bytesRead: offset + length };
110
+ }
111
+
112
+ function writeFrame(payload: Buffer): Buffer {
113
+ if (payload.length < 126) {
114
+ return Buffer.concat([Buffer.from([0x81, payload.length]), payload]);
115
+ }
116
+ if (payload.length <= 65535) {
117
+ const header = Buffer.alloc(4);
118
+ header[0] = 0x81;
119
+ header[1] = 126;
120
+ header.writeUInt16BE(payload.length, 2);
121
+ return Buffer.concat([header, payload]);
122
+ }
123
+ const header = Buffer.alloc(10);
124
+ header[0] = 0x81;
125
+ header[1] = 127;
126
+ header.writeBigUInt64BE(BigInt(payload.length), 2);
127
+ return Buffer.concat([header, payload]);
128
+ }
@@ -0,0 +1,118 @@
1
+ import { mkdirSync, openSync, readFileSync, unlinkSync, writeFileSync } from "node:fs";
2
+ import { join } from "node:path";
3
+
4
+ export type ProcessKind = "tui" | "gui";
5
+
6
+ export interface WriterLock {
7
+ pid: number;
8
+ processKind: ProcessKind;
9
+ acquiredAt: string;
10
+ lastHeartbeat: string;
11
+ }
12
+
13
+ export interface AcquireOptions {
14
+ pid?: number;
15
+ staleGraceMs?: number;
16
+ }
17
+
18
+ export type AcquireResult =
19
+ | { role: "writer"; lock: WriterLock }
20
+ | { role: "follower"; lock: WriterLock };
21
+
22
+ const DEFAULT_STALE_GRACE_MS = 15_000;
23
+
24
+ export async function acquireWriterLock(
25
+ sessionDir: string,
26
+ processKind: ProcessKind,
27
+ options: AcquireOptions = {},
28
+ ): Promise<AcquireResult> {
29
+ mkdirSync(sessionDir, { recursive: true });
30
+ const pid = options.pid ?? process.pid;
31
+ const staleGraceMs = options.staleGraceMs ?? DEFAULT_STALE_GRACE_MS;
32
+
33
+ const created = tryCreate(sessionDir, processKind, pid);
34
+ if (created) return { role: "writer", lock: created };
35
+
36
+ const existing = readWriterLock(sessionDir);
37
+ if (existing && isLockCurrent(existing, staleGraceMs)) {
38
+ return { role: "follower", lock: existing };
39
+ }
40
+
41
+ await sleep(staleGraceMs);
42
+ const afterGrace = readWriterLock(sessionDir);
43
+ if (afterGrace && isLockCurrent(afterGrace, staleGraceMs)) {
44
+ return { role: "follower", lock: afterGrace };
45
+ }
46
+
47
+ try {
48
+ unlinkSync(lockPath(sessionDir));
49
+ } catch {
50
+ // Missing or concurrently removed is fine; the next create decides ownership.
51
+ }
52
+
53
+ const recovered = tryCreate(sessionDir, processKind, pid);
54
+ if (recovered) return { role: "writer", lock: recovered };
55
+
56
+ return { role: "follower", lock: readWriterLock(sessionDir) ?? afterGrace ?? existing! };
57
+ }
58
+
59
+ export function readWriterLock(sessionDir: string): WriterLock | null {
60
+ try {
61
+ return JSON.parse(readFileSync(lockPath(sessionDir), "utf8")) as WriterLock;
62
+ } catch {
63
+ return null;
64
+ }
65
+ }
66
+
67
+ export function refreshWriterLock(sessionDir: string, pid = process.pid): void {
68
+ const lock = readWriterLock(sessionDir);
69
+ if (!lock || lock.pid !== pid) return;
70
+ writeFileSync(
71
+ lockPath(sessionDir),
72
+ JSON.stringify({ ...lock, lastHeartbeat: new Date().toISOString() }, null, 2),
73
+ );
74
+ }
75
+
76
+ export function releaseWriterLock(sessionDir: string, pid = process.pid): void {
77
+ const lock = readWriterLock(sessionDir);
78
+ if (!lock || lock.pid !== pid) return;
79
+ try {
80
+ unlinkSync(lockPath(sessionDir));
81
+ } catch {
82
+ // Best effort shutdown cleanup.
83
+ }
84
+ }
85
+
86
+ function tryCreate(sessionDir: string, processKind: ProcessKind, pid: number): WriterLock | null {
87
+ const now = new Date().toISOString();
88
+ const lock: WriterLock = { pid, processKind, acquiredAt: now, lastHeartbeat: now };
89
+ try {
90
+ const fd = openSync(lockPath(sessionDir), "wx");
91
+ writeFileSync(fd, JSON.stringify(lock, null, 2));
92
+ return lock;
93
+ } catch {
94
+ return null;
95
+ }
96
+ }
97
+
98
+ function isPidAlive(pid: number): boolean {
99
+ try {
100
+ process.kill(pid, 0);
101
+ return true;
102
+ } catch {
103
+ return false;
104
+ }
105
+ }
106
+
107
+ function isLockCurrent(lock: WriterLock, staleGraceMs: number): boolean {
108
+ const heartbeat = Date.parse(lock.lastHeartbeat);
109
+ return isPidAlive(lock.pid) && Number.isFinite(heartbeat) && Date.now() - heartbeat <= staleGraceMs;
110
+ }
111
+
112
+ function lockPath(sessionDir: string): string {
113
+ return join(sessionDir, "writer.lock");
114
+ }
115
+
116
+ function sleep(ms: number): Promise<void> {
117
+ return new Promise((resolve) => setTimeout(resolve, ms));
118
+ }
@@ -0,0 +1,118 @@
1
+ export type ChatRole = "user" | "assistant" | "system";
2
+
3
+ export interface MessageTextContent {
4
+ type: "text";
5
+ text: string;
6
+ }
7
+
8
+ export interface MessageToolContent {
9
+ type: "tool";
10
+ toolCallId: string;
11
+ }
12
+
13
+ export interface MessageImageContent {
14
+ type: "image";
15
+ url: string;
16
+ alt?: string;
17
+ }
18
+
19
+ export type MessageContent = MessageTextContent | MessageToolContent | MessageImageContent;
20
+
21
+ export interface ToolOutput {
22
+ content: Array<{ type: string; text?: string; data?: string; mimeType?: string }>;
23
+ details?: unknown;
24
+ isError?: boolean;
25
+ source?: string;
26
+ }
27
+
28
+ export interface ToolError {
29
+ message: string;
30
+ code?: string;
31
+ details?: unknown;
32
+ }
33
+
34
+ export interface RunError {
35
+ message: string;
36
+ code?: string;
37
+ details?: unknown;
38
+ }
39
+
40
+ export interface Usage {
41
+ input?: number;
42
+ output?: number;
43
+ totalTokens?: number;
44
+ cost?: unknown;
45
+ }
46
+
47
+ export type ChatEvent =
48
+ | { type: "run.started"; runId: string; sessionId: string; seq: number }
49
+ | { type: "thinking.delta"; runId: string; text: string; seq: number }
50
+ | { type: "thinking.completed"; runId: string; text?: string; seq: number }
51
+ | { type: "message.created"; messageId: string; role: ChatRole; seq: number }
52
+ | { type: "message.delta"; messageId: string; text: string; seq: number }
53
+ | { type: "message.completed"; messageId: string; content: MessageContent[]; seq: number }
54
+ | { type: "tool.started"; toolCallId: string; messageId: string; name: string; input: unknown; seq: number }
55
+ | { type: "tool.delta"; toolCallId: string; chunk: unknown; seq: number }
56
+ | { type: "tool.completed"; toolCallId: string; output: ToolOutput; seq: number }
57
+ | { type: "tool.failed"; toolCallId: string; error: ToolError; seq: number }
58
+ | { type: "run.completed"; runId: string; usage?: Usage; seq: number }
59
+ | { type: "run.failed"; runId: string; error: RunError; seq: number }
60
+ | { type: "session.updated"; sessionId: string; title?: string; updatedAt: string; seq: number };
61
+
62
+ export interface RenderMessage {
63
+ id: string;
64
+ role: ChatRole;
65
+ status: "streaming" | "completed";
66
+ content: MessageContent[];
67
+ text: string;
68
+ }
69
+
70
+ export interface RenderToolCall {
71
+ id: string;
72
+ messageId: string;
73
+ name: string;
74
+ input: unknown;
75
+ status: "queued" | "running" | "completed" | "failed";
76
+ chunks: unknown[];
77
+ output?: ToolOutput;
78
+ error?: ToolError;
79
+ }
80
+
81
+ export interface RenderThinking {
82
+ runId: string;
83
+ status: "streaming" | "completed";
84
+ text: string;
85
+ }
86
+
87
+ export interface ChatRunState {
88
+ id: string;
89
+ sessionId?: string;
90
+ status: "running" | "completed" | "failed";
91
+ usage?: Usage;
92
+ error?: RunError;
93
+ }
94
+
95
+ export interface ChatRenderState {
96
+ lastSeq: number;
97
+ seenSeq: Set<number>;
98
+ messages: RenderMessage[];
99
+ messageById: Map<string, RenderMessage>;
100
+ tools: Map<string, RenderToolCall>;
101
+ runs: Map<string, ChatRunState>;
102
+ thinking: Map<string, RenderThinking>;
103
+ session?: { id: string; title?: string; updatedAt?: string };
104
+ gaps: Array<{ expected: number; received: number }>;
105
+ }
106
+
107
+ export function createChatRenderState(): ChatRenderState {
108
+ return {
109
+ lastSeq: 0,
110
+ seenSeq: new Set(),
111
+ messages: [],
112
+ messageById: new Map(),
113
+ tools: new Map(),
114
+ runs: new Map(),
115
+ thinking: new Map(),
116
+ gaps: [],
117
+ };
118
+ }