opencandle 0.3.0 → 0.5.0

package/dist/routing/classify-intent.js

@@ -19,7 +19,19 @@ const RULES = [
             return (entities.symbols.length === 1 &&
                 (/\bis\s+\S+\s+(?:attractive|undervalued|overvalued|cheap|expensive)/i.test(lower) ||
                     /\bshould\s+i\s+buy\s+\$?[a-z]{1,5}\b/i.test(lower) ||
-                    /\bwhat\s+do\s+you\s+think\s+(?:of|about)\s+\$?[a-z]{1,5}\b/i.test(lower)));
+                    /\bwhat\s+do\s+you\s+think\s+(?:of|about)\s+\$?[a-z]{1,5}\b/i.test(lower) ||
+                    /\bbull\s+(?:and|or)\s+bear\s+case\b/i.test(lower)));
+        },
+    },
+    // Portfolio risk for existing holdings must route before multi-symbol compare.
+    {
+        workflow: "watchlist_or_tracking",
+        confidence: 0.9,
+        test: (input, entities) => {
+            const lower = input.toLowerCase();
+            return (entities.symbols.length >= 1 &&
+                (/\bi\s+own\b/.test(lower) || /\bmy\s+holdings\b/.test(lower)) &&
+                (/\bportfolio\s+risk\b/.test(lower) || /\bbiggest\s+risk\b/.test(lower) || /\bconcentration\b/.test(lower)));
         },
     },
     // News / event queries — symbol or topic + news keywords
@@ -44,6 +56,61 @@ const RULES = [
             return hasNewsKeyword;
         },
     },
+    // Tool-backed finance tasks that are not a structured multi-step workflow.
+    {
+        workflow: "general_finance_qa",
+        confidence: 0.9,
+        test: (input, entities) => {
+            const lower = input.toLowerCase();
+            const hasOptionKeywords = /\bcalls?\b/.test(lower) ||
+                /\bputs?\b/.test(lower) ||
+                /\boption(?:s)?\s*chain\b/.test(lower) ||
+                /\boptions?\b/.test(lower);
+            const hasCompareKeywords = /\bcompare\b/.test(lower) ||
+                /\bvs\.?\b/.test(lower) ||
+                /\bversus\b/.test(lower) ||
+                /\bwhich\s+is\s+better\b/.test(lower);
+            if (hasOptionKeywords && entities.symbols.length >= 1)
+                return false;
+            if (hasCompareKeywords && entities.symbols.length >= 2)
+                return false;
+            return (/\bbacktest\b/.test(lower) ||
+                /\bsentiment\b/.test(lower) ||
+                /\brate\s+cuts?\b/.test(lower));
+        },
+    },
+    // Broad market / sector / macro research that should receive the general
+    // analyst fallback rather than disappearing into an unclassified turn.
+    {
+        workflow: "general_finance_qa",
+        confidence: 0.85,
+        test: (input) => {
+            const lower = input.toLowerCase();
+            const hasResearchVerb = /\banaly[sz]e\b/.test(lower) ||
+                /\bevaluat(?:e|ion)\b/.test(lower) ||
+                /\breview\b/.test(lower) ||
+                /\bdiscuss\b/.test(lower) ||
+                /\bpredict\b/.test(lower) ||
+                /\bassess\b/.test(lower) ||
+                /^what\b/.test(lower);
+            const hasBroadFinanceTopic = /\bmarket\s+structure\b/.test(lower) ||
+                /\b(?:sector|industry)\b/.test(lower) ||
+                /\bmacro\s+risks?\b/.test(lower) ||
+                /\bmonetary\s+policy\b/.test(lower) ||
+                /\bemerging\s+markets?\b/.test(lower) ||
+                /\bcapital\s+flows?\b/.test(lower) ||
+                /\bcurrency\s+fluctuations?\b/.test(lower) ||
+                /\binflation\b/.test(lower);
+            return hasResearchVerb && hasBroadFinanceTopic;
+        },
+    },
+    // Existing allocation / portfolio review. This is not portfolio construction
+    // and should not require a budget.
+    {
+        workflow: "general_finance_qa",
+        confidence: 0.85,
+        test: (input) => isPortfolioEvaluationRequest(input),
+    },
     // Options: symbol + option keyword
     {
         workflow: "options_screener",
@@ -74,9 +141,10 @@ const RULES = [
     {
         workflow: "compare_assets",
         confidence: 0.85,
-        test: (input) => {
+        test: (input, entities) => {
             const lower = input.toLowerCase();
-            return /\bcompare\s+[a-z]{1,5}(?:\s*,?\s*(?:and\s+)?[a-z]{1,5})+/.test(lower);
+            return entities.symbols.length >= 2 &&
+                /\bcompare\s+[a-z]{1,5}\b(?:\s*,?\s*(?:and\s+)?[a-z]{1,5}\b)+/.test(lower);
         },
     },
     // Compare: 2+ uppercase symbols without explicit keyword
@@ -138,6 +206,9 @@ const RULES = [
         },
     },
 ];
+/**
+ * @deprecated Use the LLM router (`route`) for new classification paths; keep this only for rules-mode fallback and deterministic safety nets.
+ */
 export function classifyIntent(input) {
     const trimmed = input.trim();
     if (!trimmed) {
@@ -166,4 +237,12 @@ export function classifyIntent(input) {
         entities,
     };
 }
+function isPortfolioEvaluationRequest(input) {
+    const lower = input.toLowerCase();
+    const hasEvaluationIntent = /\b(?:evaluat(?:e|ion)|review|assess|analy[sz]e|prospects?|risks?|opportunities?|mitigat(?:e|ion)|adjustment)\b/.test(lower);
+    const hasPortfolioObject = /\b(?:portfolio|allocation|asset\s+allocation|60\/40|equity|fixed\s+income|bonds?)\b/.test(lower);
+    const hasConstructionIntent = /\b(?:build|create|construct|put\s+together|invest|allocate)\b/.test(lower) &&
+        (/\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower));
+    return hasEvaluationIntent && hasPortfolioObject && !hasConstructionIntent;
+}
 //# sourceMappingURL=classify-intent.js.map

package/dist/routing/classify-intent.js.map

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package/dist/routing/defaults.js

@@ -1,9 +1,9 @@
 export const PORTFOLIO_DEFAULTS = {
     riskProfile: "balanced",
     timeHorizon: "1y_plus",
-    assetScope: "mixed_etf_and_large_cap_equities",
-    positionCount: 4,
-    maxSinglePositionPct: 35,
+    assetScope: "diversified_etf_building_blocks",
+    positionCount: 6,
+    maxSinglePositionPct: 20,
 };
 export const OPTIONS_SCREENER_DEFAULTS = {
     dteTarget: "25_to_45_days",
@@ -19,7 +19,7 @@ export function parseDteTarget(dteTarget) {
     const plusMatch = dteTarget.match(/^(\d+)_plus_days$/);
     if (plusMatch) {
         const min = parseInt(plusMatch[1], 10);
-        return { minDays: min, maxDays: min + 180 };
+        return { minDays: min, maxDays: Math.max(min, 1095) };
     }
     return null;
 }

package/dist/routing/defaults.js.map

@@ -1 +1 @@
-{"version":3,"file":"defaults.js","sourceRoot":"","sources":["../../src/routing/defaults.ts"],"names":[],"mappings":"AAEA,MAAM,CAAC,MAAM,kBAAkB,GAAmC;IAChE,WAAW,EAAE,UAAU;IACvB,WAAW,EAAE,SAAS;IACtB,UAAU,EAAE,kCAAkC;IAC9C,aAAa,EAAE,CAAC;IAChB,oBAAoB,EAAE,EAAE;CACzB,CAAC;AAEF,MAAM,CAAC,MAAM,yBAAyB,GAAuD;IAC3F,SAAS,EAAE,eAAe;IAC1B,SAAS,EAAE,mCAAmC;IAC9C,mBAAmB,EAAE,qBAAqB;IAC1C,gBAAgB,EAAE,qCAAqC;CACxD,CAAC;AAEF,MAAM,UAAU,cAAc,CAAC,SAAiB;IAC9C,MAAM,UAAU,GAAG,SAAS,CAAC,KAAK,CAAC,uBAAuB,CAAC,CAAC;IAC5D,IAAI,UAAU,EAAE,CAAC;QACf,OAAO,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,CAAC;IACxF,CAAC;IACD,MAAM,SAAS,GAAG,SAAS,CAAC,KAAK,CAAC,mBAAmB,CAAC,CAAC;IACvD,IAAI,SAAS,EAAE,CAAC;QACd,MAAM,GAAG,GAAG,QAAQ,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;QACvC,OAAO,EAAE,OAAO,EAAE,GAAG,EAAE,OAAO,EAAE,GAAG,GAAG,GAAG,EAAE,CAAC;IAC9C,CAAC;IACD,OAAO,IAAI,CAAC;AACd,CAAC"}
+{"version":3,"file":"defaults.js","sourceRoot":"","sources":["../../src/routing/defaults.ts"],"names":[],"mappings":"AAEA,MAAM,CAAC,MAAM,kBAAkB,GAAmC;IAChE,WAAW,EAAE,UAAU;IACvB,WAAW,EAAE,SAAS;IACtB,UAAU,EAAE,iCAAiC;IAC7C,aAAa,EAAE,CAAC;IAChB,oBAAoB,EAAE,EAAE;CACzB,CAAC;AAEF,MAAM,CAAC,MAAM,yBAAyB,GAAuD;IAC3F,SAAS,EAAE,eAAe;IAC1B,SAAS,EAAE,mCAAmC;IAC9C,mBAAmB,EAAE,qBAAqB;IAC1C,gBAAgB,EAAE,qCAAqC;CACxD,CAAC;AAEF,MAAM,UAAU,cAAc,CAAC,SAAiB;IAC9C,MAAM,UAAU,GAAG,SAAS,CAAC,KAAK,CAAC,uBAAuB,CAAC,CAAC;IAC5D,IAAI,UAAU,EAAE,CAAC;QACf,OAAO,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,CAAC;IACxF,CAAC;IACD,MAAM,SAAS,GAAG,SAAS,CAAC,KAAK,CAAC,mBAAmB,CAAC,CAAC;IACvD,IAAI,SAAS,EAAE,CAAC;QACd,MAAM,GAAG,GAAG,QAAQ,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;QACvC,OAAO,EAAE,OAAO,EAAE,GAAG,EAAE,OAAO,EAAE,IAAI,CAAC,GAAG,CAAC,GAAG,EAAE,IAAI,CAAC,EAAE,CAAC;IACxD,CAAC;IACD,OAAO,IAAI,CAAC;AACd,CAAC"}

package/dist/routing/entity-extractor.d.ts

@@ -1,3 +1,4 @@
 import type { ExtractedEntities } from "./types.js";
 export declare function extractEntities(input: string): ExtractedEntities;
 export declare function extractBudget(input: string): number | undefined;
+export declare function isAmbiguousConceptUsage(input: string, symbol: string): boolean;

package/dist/routing/entity-extractor.js

@@ -5,32 +5,58 @@ const COMMON_WORDS = new Set([
     "HIM", "HIS", "HOW", "ITS", "LET", "MAY", "NEW", "NOW", "OLD", "OUR", "OWN",
     "SAY", "SHE", "TOO", "USE", "WAY", "WHO", "BOY", "DID", "GET", "HAS", "HIM",
     "OUT", "PUT", "RUN", "SET", "TOP", "WHY", "BIG", "END", "FAR", "FEW",
-    "GOT", "LOW", "MAN", "OFF", "PAY", "TRY", "TWO", "BUY", "ETF", "ETFS",
+    "GOT", "LOW", "MAN", "OFF", "PAY", "TRY", "TWO", "BUY", "DOES", "ETF", "ETFS",
     // Technical analysis acronyms
     "SMA", "EMA", "RSI", "MACD", "OBV", "ATR", "ADX", "VWAP",
     // Fundamental analysis acronyms
     "DCF", "FCF", "ROE", "ROA", "ROI", "EPS", "NAV", "WACC", "EBIT",
+    // Regulatory / source acronyms that are not tickers in natural language
+    "SEC",
     "BEST", "WHAT", "WITH", "THAT", "THIS", "FROM", "HAVE", "BEEN", "SOME",
     "THEM", "THAN", "LIKE", "JUST", "OVER", "ALSO", "BACK", "MUCH", "MOST",
     "ONLY", "VERY", "WHEN", "COME", "MAKE", "FIND", "HERE", "KNOW", "TAKE",
     "WANT", "GIVE", "GOOD", "CALL", "PUTS", "SAFE", "RISK", "LONG", "TERM",
     "NEXT", "SHOW", "LAST",
 ]);
+const AMBIGUOUS_CONCEPT_TICKERS = new Set(["AI", "CPI", "FRED", "GUI"]);
+const LOWERCASE_FINANCE_TERMS = new Set([
+    "bond", "bonds", "cash", "rate", "rates", "cuts", "gold", "oil", "stock", "stocks",
+    "fund", "funds", "etf", "etfs", "puts", "calls", "option", "options",
+]);
 export function extractEntities(input) {
+    const symbols = extractSymbols(input);
+    const heldSymbol = extractHeldSymbol(input, symbols);
+    const catalystSymbols = heldSymbol
+        ? symbols.filter((symbol) => symbol !== heldSymbol)
+        : [];
     return {
-        symbols: extractSymbols(input),
+        symbols,
         budget: extractBudget(input),
         maxPremium: extractMaxPremium(input),
+        costBasis: extractCostBasis(input),
+        shareQuantity: extractShareQuantity(input),
         direction: extractDirection(input),
         riskProfile: extractRiskProfile(input),
         dteHint: extractDteHint(input),
+        optionStrategy: extractOptionStrategy(input),
+        heldSymbol,
+        catalystSymbols: catalystSymbols.length > 0 ? catalystSymbols : undefined,
         timeHorizon: extractTimeHorizon(input),
+        assetScope: extractAssetScope(input),
+        compareMetrics: extractCompareMetrics(input),
     };
 }
 export function extractBudget(input) {
+    if (/\b(?:at|above|below|under|over|near)\s+\$\s*[\d,]+(?:\.\d+)?\s*([kK])?\b/i.test(input) &&
+        !hasBudgetContext(input)) {
+        return undefined;
+    }
     // Match $10,000 or $10000 or $10k
     const dollarSign = input.match(/\$\s*([\d,]+(?:\.\d+)?)\s*([kK])?\b/);
     if (dollarSign) {
+        if (isNonBudgetDollarAmount(input, dollarSign.index ?? 0, dollarSign[0].length)) {
+            return undefined;
+        }
         const base = parseFloat(dollarSign[1].replace(/,/g, ""));
         return dollarSign[2] ? base * 1000 : base;
     }
@@ -46,28 +72,75 @@ export function extractBudget(input) {
     }
     return undefined;
 }
+function hasBudgetContext(input) {
+    return /\b(?:budget|invest|allocate|portfolio|cash|capital|with|have|spend|put\s+to\s+work)\b/i.test(input);
+}
+function isNonBudgetDollarAmount(input, start, length) {
+    const before = input.slice(Math.max(0, start - 32), start);
+    const after = input.slice(start + length, start + length + 24);
+    return /\b(?:cost\s*basis|basis|entry(?:\s*price)?)\s*(?:is|at|of|:)?\s*$/i.test(before) ||
+        /^\s*(?:premium|max\s+premium|cost\s*basis|basis|entry(?:\s*price)?)\b/i.test(after);
+}
 function extractSymbols(input) {
     const symbols = [];
+    const addSymbol = (raw, options = {}) => {
+        const symbol = raw?.toUpperCase();
+        if (options.lowercaseContext && LOWERCASE_FINANCE_TERMS.has(String(raw || "").toLowerCase())) {
+            return;
+        }
+        if (symbol &&
+            symbol.length >= 1 &&
+            symbol.length <= 5 &&
+            /^[A-Z]+$/.test(symbol) &&
+            !COMMON_WORDS.has(symbol) &&
+            !isAmbiguousConceptUsage(input, symbol) &&
+            !symbols.includes(symbol)) {
+            symbols.push(symbol);
+        }
+    };
     // Match $TICKER patterns
     const dollarTickers = input.matchAll(/\$([A-Za-z]{1,5})\b/g);
     for (const match of dollarTickers) {
-        symbols.push(match[1].toUpperCase());
+        addSymbol(match[1]);
+    }
+    // Match explicit lowercase ticker contexts without treating arbitrary short
+    // words as symbols.
+    const lowercaseCompare = input.match(/\bcompare\s+([a-z]{1,5})\s+(?:and|vs\.?|versus)\s+([a-z]{1,5})\b/i);
+    if (lowercaseCompare) {
+        addSymbol(lowercaseCompare[1], { lowercaseContext: true });
+        addSymbol(lowercaseCompare[2], { lowercaseContext: true });
+    }
+    const lowercaseTickerContext = input.matchAll(/\b(?:analy[sz]e|quote|ticker)\s+\$?([a-z]{1,5})\b|\b\$?([a-z]{1,5})\s+(?:ticker|stock|shares?|quote|options?|calls?|puts?)\b/gi);
+    for (const match of lowercaseTickerContext) {
+        addSymbol(match[1] ?? match[2], { lowercaseContext: true });
+    }
+    const lowercaseHeldPosition = input.matchAll(/\b(?:own|hold|holding|long|protect|hedge|have)\s+\d+(?:,\d{3})*\s+shares?\s+(?:of\s+)?\$?([a-z]{1,5})\b|\b\d+(?:,\d{3})*\s+shares?\s+of\s+\$?([a-z]{1,5})\b/gi);
+    for (const match of lowercaseHeldPosition) {
+        const raw = match[1] ?? match[2];
+        if (raw && raw !== raw.toUpperCase()) {
+            addSymbol(raw, { lowercaseContext: true });
+        }
     }
     // Match standalone uppercase tickers (1-5 chars, all caps)
     const words = input.split(/[\s,]+/);
     for (const word of words) {
         const cleaned = word.replace(/[^A-Za-z]/g, "");
-        if (cleaned.length >= 1 &&
-            cleaned.length <= 5 &&
-            cleaned === cleaned.toUpperCase() &&
-            /^[A-Z]+$/.test(cleaned) &&
-            !COMMON_WORDS.has(cleaned) &&
-            !symbols.includes(cleaned)) {
-            symbols.push(cleaned);
+        if (cleaned === cleaned.toUpperCase()) {
+            addSymbol(cleaned);
         }
     }
     return symbols;
 }
+export function isAmbiguousConceptUsage(input, symbol) {
+    if (!AMBIGUOUS_CONCEPT_TICKERS.has(symbol))
+        return false;
+    if (new RegExp(`\\$${symbol}\\b`).test(input))
+        return false;
+    if (new RegExp(`\\b(?:analyze|quote|ticker|stock|shares?|options?|calls?|puts?)\\s+${symbol}\\b|\\b${symbol}\\s+(?:ticker|stock|shares?|quote|options?|calls?|puts?)\\b`, "i").test(input)) {
+        return false;
+    }
+    return true;
+}
 function extractMaxPremium(input) {
     const lower = input.toLowerCase();
     if (!/\bpremium\b/.test(lower))
@@ -88,6 +161,36 @@ function extractMaxPremium(input) {
     }
     return undefined;
 }
+function extractHeldSymbol(input, symbols) {
+    const patterns = [
+        /\b(?:i\s+)?(?:have|own|hold|holding|long)\s+\d+(?:,\d{3})*\s+shares?\s+(?:of\s+)?\$?([A-Za-z]{1,5})\b/i,
+        /\b(?:my\s+)?\d+(?:,\d{3})*\s+\$?([A-Za-z]{1,5})\s+shares?\b/i,
+        /\b(?:i\s+)?(?:have|own|hold|holding|long)\s+\$?([A-Za-z]{1,5})\b/i,
+        /\bmy\s+\$?([A-Za-z]{1,5})\s+(?:position|shares?|stock)\b/i,
+    ];
+    for (const pattern of patterns) {
+        const match = input.match(pattern);
+        const symbol = match?.[1]?.toUpperCase();
+        if (symbol && symbols.includes(symbol))
+            return symbol;
+    }
+    return undefined;
+}
+function extractShareQuantity(input) {
+    const match = input.match(/\b(\d{1,3}(?:,\d{3})*|\d{1,6})\s+shares?\b/i);
+    if (!match)
+        return undefined;
+    const value = parseInt(match[1].replace(/,/g, ""), 10);
+    return Number.isFinite(value) ? value : undefined;
+}
+function extractCostBasis(input) {
+    const match = input.match(/\b(?:cost\s*basis|basis|entry(?:\s*price)?)\s*(?:is|at|of|:)?\s*\$?\s*([\d,]+(?:\.\d+)?)\b/i) ??
+        input.match(/\$\s*([\d,]+(?:\.\d+)?)\s*(?:cost\s*basis|basis|entry(?:\s*price)?)\b/i);
+    if (!match)
+        return undefined;
+    const value = parseFloat(match[1].replace(/,/g, ""));
+    return Number.isFinite(value) ? value : undefined;
+}
 function extractDirection(input) {
     const lower = input.toLowerCase();
     if (/\bcalls?\b/.test(lower) || /\bbullish\b/.test(lower))
@@ -111,20 +214,63 @@ function extractRiskProfile(input) {
 }
 function extractDteHint(input) {
     const lower = input.toLowerCase();
-    if (/\bleaps?\b/i.test(lower) || /\blong[\s-]*dated\b/.test(lower))
-        return "leaps";
+    const explicitDays = lower.match(/\b(\d+)\s*(?:-|to|or)\s*(\d+)\s*(?:dte|days?)\b/);
+    if (explicitDays)
+        return `${explicitDays[1]}-${explicitDays[2]} days`;
     if (/\bmonth\b/.test(lower))
         return "month";
+    if (/\bearnings?\b.*\b(?:today|tonight|this\s+week)\b|\b(?:today|tonight|this\s+week)\b.*\bearnings?\b/.test(lower))
+        return "event_week";
+    if (/\bleaps?\b/i.test(lower) || /\blong[\s-]*dated\b/.test(lower))
+        return "leaps";
     if (/\bweek(?:ly|s?)?\b/.test(lower))
         return "week";
     return undefined;
 }
+function extractOptionStrategy(input) {
+    const lower = input.toLowerCase();
+    if (/\bcovered\s+calls?\b/.test(lower))
+        return "covered_call";
+    if (/\b(?:protective|married)\s+puts?\b/.test(lower))
+        return "protective_put";
+    if (/\b(?:hedge|protect|protection|insurance)\b/.test(lower) &&
+        /\bputs?\b/.test(lower) &&
+        /\b(?:own|hold|holding|long|shares?|position)\b/.test(lower)) {
+        return "protective_put";
+    }
+    return undefined;
+}
 function extractTimeHorizon(input) {
     const lower = input.toLowerCase();
+    const explicitMonths = lower.match(/\b(\d+)\s*(?:month|months|mo|mos)\b/);
+    if (explicitMonths)
+        return `${explicitMonths[1]}mo`;
+    const explicitYears = lower.match(/\b(\d+)\s*(?:year|years|yr|yrs)\b/);
+    if (explicitYears)
+        return `${explicitYears[1]}_years`;
     if (/\bshort[\s-]*term\b/.test(lower) || /\bday[\s-]*trad/i.test(lower))
         return "short";
     if (/\blong[\s-]*term\b/.test(lower) || /\bbuy[\s-]*and[\s-]*hold\b/.test(lower))
         return "long";
     return undefined;
 }
+function extractAssetScope(input) {
+    const lower = input.toLowerCase();
+    if (/\betfs?\b/.test(lower))
+        return "etf_focused";
+    return undefined;
+}
+function extractCompareMetrics(input) {
+    const lower = input.toLowerCase();
+    const metrics = [];
+    if (/\bsentiment\b/.test(lower))
+        metrics.push("sentiment");
+    if (/\b(?:macro\s*)?hedg(?:e|ing)\b/.test(lower))
+        metrics.push("macro_hedge");
+    if (/\b(?:rates?|rate\s*cuts?|fed|federal\s+funds?|interest\s+rates?)\b/.test(lower))
+        metrics.push("interest_rates");
+    if (/\b(?:overlap|same\s+stuff|same\s+holdings|concentration|too\s+much\s+of\s+the\s+same)\b/.test(lower))
+        metrics.push("overlap");
+    return metrics.length > 0 ? metrics : undefined;
+}
 //# sourceMappingURL=entity-extractor.js.map

package/dist/routing/entity-extractor.js.map

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package/dist/routing/index.d.ts

@@ -1,5 +1,15 @@
 export { classifyIntent } from "./classify-intent.js";
+export { classifyWithLegacyRules } from "./legacy-rule-router.js";
 export { extractEntities, extractBudget } from "./entity-extractor.js";
 export { resolvePortfolioSlots, resolveOptionsScreenerSlots } from "./slot-resolver.js";
 export { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS, parseDteTarget } from "./defaults.js";
+export { route, validateRouterOutput } from "./router.js";
+export { createPiAiRouterClient } from "./router-llm-client.js";
+export { buildRouterPrompt } from "./router-prompt.js";
+export { ROUTE_CAPABILITY_MANIFEST, ROUTE_KINDS, TOOL_BUNDLE_TOOLS, WORKFLOW_CAPABILITY_MANIFEST, activeToolsForBundles, computeMissingRequiredSlots, isDispatchableWorkflow, legacyRouteForRouteKind, memoryScopesForRoute, routeKindFromLegacyRoute, selectToolBundles, } from "./route-manifest.js";
+export { buildMemoryQueryPlan, buildResolvedTurnContext, } from "./turn-context.js";
+export { PLANNING_MANIFEST, PLANNING_VERSION, buildPlanningEnvelope, validatePlanningSelection, } from "./planning.js";
 export type { WorkflowType, ClassificationResult, ExtractedEntities, PortfolioSlots, OptionsScreenerSlots, CompareAssetsSlots, SlotResolution, SlotSource, } from "./types.js";
+export type { RouterOutput, RouterRoute, RouterRouteKind, RouterSlot, RouterConfidence, RouterPreferenceUpdate, RouterDiagnostic, ToolBundleName, RouterInputContext, RouterLlmClient, } from "./router-types.js";
+export type { MemoryQueryPlan, MemoryProvenance, ResolvedTurnContext, } from "./turn-context.js";
+export type { AnswerContractId, CapabilityGapId, CommitmentMode, EvidencePlanId, PlanningBehaviorMode, PlanningEnvelope, PlanningSelection, PolicyCardId, StructuredCheckId, TaskFamily, } from "./planning.js";

package/dist/routing/index.js

@@ -1,5 +1,12 @@
 export { classifyIntent } from "./classify-intent.js";
+export { classifyWithLegacyRules } from "./legacy-rule-router.js";
 export { extractEntities, extractBudget } from "./entity-extractor.js";
 export { resolvePortfolioSlots, resolveOptionsScreenerSlots } from "./slot-resolver.js";
 export { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS, parseDteTarget } from "./defaults.js";
+export { route, validateRouterOutput } from "./router.js";
+export { createPiAiRouterClient } from "./router-llm-client.js";
+export { buildRouterPrompt } from "./router-prompt.js";
+export { ROUTE_CAPABILITY_MANIFEST, ROUTE_KINDS, TOOL_BUNDLE_TOOLS, WORKFLOW_CAPABILITY_MANIFEST, activeToolsForBundles, computeMissingRequiredSlots, isDispatchableWorkflow, legacyRouteForRouteKind, memoryScopesForRoute, routeKindFromLegacyRoute, selectToolBundles, } from "./route-manifest.js";
+export { buildMemoryQueryPlan, buildResolvedTurnContext, } from "./turn-context.js";
+export { PLANNING_MANIFEST, PLANNING_VERSION, buildPlanningEnvelope, validatePlanningSelection, } from "./planning.js";
 //# sourceMappingURL=index.js.map

package/dist/routing/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/routing/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,sBAAsB,CAAC;AACtD,OAAO,EAAE,uBAAuB,EAAE,MAAM,yBAAyB,CAAC;AAClE,OAAO,EAAE,eAAe,EAAE,aAAa,EAAE,MAAM,uBAAuB,CAAC;AACvE,OAAO,EAAE,qBAAqB,EAAE,2BAA2B,EAAE,MAAM,oBAAoB,CAAC;AACxF,OAAO,EAAE,kBAAkB,EAAE,yBAAyB,EAAE,cAAc,EAAE,MAAM,eAAe,CAAC;AAC9F,OAAO,EAAE,KAAK,EAAE,oBAAoB,EAAE,MAAM,aAAa,CAAC;AAC1D,OAAO,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAChE,OAAO,EAAE,iBAAiB,EAAE,MAAM,oBAAoB,CAAC;AACvD,OAAO,EACL,yBAAyB,EACzB,WAAW,EACX,iBAAiB,EACjB,4BAA4B,EAC5B,qBAAqB,EACrB,2BAA2B,EAC3B,sBAAsB,EACtB,uBAAuB,EACvB,oBAAoB,EACpB,wBAAwB,EACxB,iBAAiB,GAClB,MAAM,qBAAqB,CAAC;AAC7B,OAAO,EACL,oBAAoB,EACpB,wBAAwB,GACzB,MAAM,mBAAmB,CAAC;AAC3B,OAAO,EACL,iBAAiB,EACjB,gBAAgB,EAChB,qBAAqB,EACrB,yBAAyB,GAC1B,MAAM,eAAe,CAAC"}

package/dist/routing/legacy-rule-router.d.ts

@@ -0,0 +1,9 @@
+import type { ClassificationResult } from "./types.js";
+/**
+ * Explicit legacy deterministic router entrypoint.
+ *
+ * The LLM router is the default primary classifier. This wrapper names the
+ * remaining deterministic use cases: `OPENCANDLE_ROUTER_MODE=rules` rollback
+ * and narrow safety-net recovery/enrichment after LLM router validation.
+ */
+export declare function classifyWithLegacyRules(input: string): ClassificationResult;

package/dist/routing/legacy-rule-router.js

@@ -0,0 +1,12 @@
+import { classifyIntent } from "./classify-intent.js";
+/**
+ * Explicit legacy deterministic router entrypoint.
+ *
+ * The LLM router is the default primary classifier. This wrapper names the
+ * remaining deterministic use cases: `OPENCANDLE_ROUTER_MODE=rules` rollback
+ * and narrow safety-net recovery/enrichment after LLM router validation.
+ */
+export function classifyWithLegacyRules(input) {
+    return classifyIntent(input);
+}
+//# sourceMappingURL=legacy-rule-router.js.map

package/dist/routing/legacy-rule-router.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"legacy-rule-router.js","sourceRoot":"","sources":["../../src/routing/legacy-rule-router.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,sBAAsB,CAAC;AAGtD;;;;;;GAMG;AACH,MAAM,UAAU,uBAAuB,CAAC,KAAa;IACnD,OAAO,cAAc,CAAC,KAAK,CAAC,CAAC;AAC/B,CAAC"}

package/dist/routing/planning.d.ts

@@ -0,0 +1,54 @@
+import type { RouterDiagnostic, RouterInputContext, RouterOutput, RouterRouteKind, ToolBundleName } from "./router-types.js";
+import type { WorkflowType } from "./types.js";
+import { type ArtifactContractId } from "../runtime/artifact-contracts.js";
+export declare const PLANNING_VERSION: "planning-v1";
+export type TaskFamily = "single_asset_decision" | "asset_compare" | "portfolio_build" | "portfolio_review" | "macro_allocation_review" | "options_strategy" | "current_event_explanation" | "ticker_disambiguation" | "filing_thesis_review" | "sentiment_snapshot" | "concept_explainer" | "retail_finance_tradeoff" | "stateful_tracking_update" | "backtest_review" | "general_fallback";
+export type CommitmentMode = "decision" | "compare_tradeoffs" | "framework" | "construct" | "update_state" | "clarify";
+export type PolicyCardId = "single_asset_decision" | "asset_compare" | "portfolio_build" | "portfolio_review" | "portfolio_rebalance_review" | "macro_allocation_review" | "options_strategy" | "current_event_explanation" | "ticker_disambiguation" | "sentiment_snapshot" | "filing_thesis_review" | "retail_finance_tradeoff" | "concept_explainer" | "concept_options_education" | "concept_inflation_cash_education" | "concept_valuation_metric_education" | "backtest_review" | "stateful_tracking_update" | "general_fallback";
+export type EvidencePlanId = "market_status" | "ticker_disambiguation" | "placeholder_single_asset_decision" | "placeholder_asset_compare" | "placeholder_portfolio_build" | "placeholder_portfolio_review" | "placeholder_options_strategy" | "placeholder_current_event_explanation" | "placeholder_sentiment_snapshot" | "placeholder_filing_thesis_review" | "placeholder_retail_finance_tradeoff" | "placeholder_concept_explainer" | "placeholder_backtest_review" | "placeholder_stateful_tracking_update" | "placeholder_general_fallback";
+export type AnswerContractId = "single_asset_decision" | "asset_compare_tradeoff" | "portfolio_build" | "portfolio_review" | "macro_allocation_review" | "options_strategy" | "current_event_explanation" | "ticker_disambiguation" | "sentiment_snapshot" | "filing_thesis_review" | "retail_tradeoff_framework" | "concept_explainer" | "backtest_review" | "stateful_tracking_update" | "general_fallback";
+export type StructuredCheckId = "required_evidence_present" | "freshness_disclosed" | "data_gap_disclosed" | "commitment_mode_respected" | "source_coverage_disclosed" | "capability_gap_disclosure" | "assumption_disclosed" | "tax_caveat_present" | "target_bands_present" | "when_not_ideal_present";
+export type CapabilityGapId = "market_calendar" | "etf_holdings_overlap" | "brokerage_comparison" | "cash_yield_products" | "earnings_event_risk" | "fund_tax_efficiency" | "forward_rate_probabilities" | "sentiment_sample_depth";
+export interface CapabilityGapDefinition {
+    id: CapabilityGapId;
+    label: string;
+    description: string;
+    v1Status: "classified_gap";
+    specialistCompetitive: boolean;
+}
+export declare const CAPABILITY_GAP_REGISTRY: Record<CapabilityGapId, CapabilityGapDefinition>;
+export type PlanningBehaviorMode = "observe_only" | "dual_run" | "replacement_active";
+export interface PlanningSelection {
+    taskFamily: TaskFamily;
+    commitmentMode: CommitmentMode;
+    policyCardId: PolicyCardId;
+    evidencePlanId: EvidencePlanId;
+    answerContractId: AnswerContractId;
+    structuredCheckIds: StructuredCheckId[];
+    capabilityGapIds: CapabilityGapId[];
+}
+export interface PlanningEnvelope extends PlanningSelection {
+    version: typeof PLANNING_VERSION;
+    behaviorMode: PlanningBehaviorMode;
+    workspacePlaceholderIds: string[];
+    artifactPlaceholderIds: string[];
+    artifactContractIds?: ArtifactContractId[];
+    diagnostics: RouterDiagnostic[];
+}
+export interface PlanningBuildOptions {
+    migrationStatuses?: Partial<Record<TaskFamily, PlanningBehaviorMode>>;
+}
+interface PlanningManifestEntry extends PlanningSelection {
+    routeKinds: RouterRouteKind[];
+    workflows: Array<Exclude<WorkflowType, "unclassified"> | undefined>;
+    compatibleToolBundles: ToolBundleName[];
+    migrated: boolean;
+    migrationStatus?: PlanningBehaviorMode;
+}
+export declare const PLANNING_MANIFEST: Record<TaskFamily, PlanningManifestEntry>;
+export declare function buildPlanningEnvelope(input: RouterInputContext, output: RouterOutput, options?: PlanningBuildOptions): PlanningEnvelope;
+export declare function validatePlanningSelection(output: RouterOutput, proposed: PlanningSelection): {
+    selection: PlanningSelection;
+    diagnostics: RouterDiagnostic[];
+};
+export {};