opencandle 0.4.0 → 0.5.0

package/dist/routing/slot-resolver.js

@@ -1,8 +1,32 @@
 import { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS } from "./defaults.js";
 function mapDteHintToTarget(dteHint) {
-    switch (dteHint) {
+    const normalized = dteHint?.toLowerCase().trim();
+    if (!normalized)
+        return undefined;
+    if (/\bleaps?\b/.test(normalized) || /\blong[\s-]*dated\b/.test(normalized)) {
+        return "180_plus_days";
+    }
+    if (/\b(?:1|one)\s*(?:-|to|or)\s*(?:2|two)\s*weeks?\b/.test(normalized)) {
+        return "7_to_14_days";
+    }
+    if (/\bevent[_\s-]?week\b/.test(normalized)) {
+        return "0_to_7_days";
+    }
+    const explicitDays = normalized.match(/\b(\d+)\s*(?:-|to|or)\s*(\d+)\s*(?:days?|dte)\b/);
+    if (explicitDays) {
+        return `${explicitDays[1]}_to_${explicitDays[2]}_days`;
+    }
+    if (/\b(?:week|weekly|weeks?)\b/.test(normalized)) {
+        return "7_to_14_days";
+    }
+    if (/\b(?:month|monthly|months?)\b/.test(normalized)) {
+        return "25_to_45_days";
+    }
+    switch (normalized) {
         case "week":
             return "7_to_14_days";
+        case "event_week":
+            return "0_to_7_days";
         case "month":
             return "25_to_45_days";
         case "leaps":
@@ -40,7 +64,7 @@ export function resolvePortfolioSlots(entities, preferences = {}) {
     sources.timeHorizon = horizon.source;
     if (horizon.source === "default")
         defaultsUsed.push("timeHorizon");
-    const scope = resolve(undefined, preferences.assetScope, PORTFOLIO_DEFAULTS.assetScope);
+    const scope = resolve(entities.assetScope, preferences.assetScope, PORTFOLIO_DEFAULTS.assetScope);
     sources.assetScope = scope.source;
     if (scope.source === "default")
         defaultsUsed.push("assetScope");
@@ -72,16 +96,20 @@ export function resolveOptionsScreenerSlots(entities, preferences = {}) {
     const missingRequired = [];
     // Symbol: required, no default
     let symbol = "";
-    if (entities.symbols.length > 0) {
-        symbol = entities.symbols[0];
+    const requestedUnderlying = entities.heldSymbol ?? entities.symbols[0];
+    if (requestedUnderlying) {
+        symbol = requestedUnderlying;
         sources.symbol = "user";
     }
     else {
         missingRequired.push("symbol");
         sources.symbol = "default";
     }
-    // Direction: default to bullish
-    const dir = resolve(entities.direction, undefined, "bullish");
+    // Direction: default to bullish unless the user specified a protective put hedge.
+    const inferredDirection = entities.optionStrategy === "protective_put"
+        ? "bearish"
+        : entities.direction;
+    const dir = resolve(inferredDirection, undefined, "bullish");
     sources.direction = dir.source;
     if (dir.source === "default")
         defaultsUsed.push("direction");
@@ -101,6 +129,14 @@ export function resolveOptionsScreenerSlots(entities, preferences = {}) {
     sources.liquidityMinimum = liquidity.source;
     if (liquidity.source === "default")
         defaultsUsed.push("liquidityMinimum");
+    if (entities.optionStrategy)
+        sources.optionStrategy = "user";
+    if (entities.costBasis !== undefined)
+        sources.costBasis = "user";
+    if (entities.shareQuantity !== undefined)
+        sources.shareQuantity = "user";
+    if (entities.catalystSymbols !== undefined)
+        sources.catalystSymbols = "user";
     return {
         resolved: {
             symbol,
@@ -111,6 +147,10 @@ export function resolveOptionsScreenerSlots(entities, preferences = {}) {
             liquidityMinimum: liquidity.value,
             budget: entities.budget,
             maxPremium: entities.maxPremium,
+            optionStrategy: entities.optionStrategy,
+            costBasis: entities.costBasis,
+            shareQuantity: entities.shareQuantity,
+            catalystSymbols: entities.catalystSymbols,
         },
         sources,
         defaultsUsed,

package/dist/routing/slot-resolver.js.map

@@ -1 +1 @@
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package/dist/routing/turn-context.d.ts

@@ -0,0 +1,44 @@
+import type { MemoryCategory, MemoryEntry } from "../memory/types.js";
+import type { RouterInputContext, RouterOutput, RouterRoute, RouterRouteKind, RouterSlot, ToolBundleName, RouterDiagnostic } from "./router-types.js";
+import { type PlanningBuildOptions, type PlanningEnvelope } from "./planning.js";
+import type { ExtractedEntities, WorkflowType } from "./types.js";
+export interface MemoryQueryPlan {
+    routeKind: RouterRouteKind;
+    workflow?: Exclude<WorkflowType, "unclassified">;
+    categories: MemoryCategory[];
+    symbols: string[];
+    slotKeys: string[];
+}
+export interface MemoryProvenance {
+    category: MemoryCategory;
+    key: string;
+    source?: string;
+    recordedAt: string;
+    confidence?: string;
+    filtered?: boolean;
+    filterReason?: string;
+}
+export interface ResolvedTurnContext {
+    userInput: string;
+    priorTurns: RouterInputContext["priorTurns"];
+    routeKind: RouterRouteKind;
+    legacyRoute: RouterRoute;
+    workflow?: Exclude<WorkflowType, "unclassified">;
+    entities: ExtractedEntities;
+    slots: Record<string, RouterSlot>;
+    missingRequired: string[];
+    toolBundles: ToolBundleName[];
+    activeToolNames: string[];
+    memoryQueryPlan: MemoryQueryPlan;
+    memoryProvenance: MemoryProvenance[];
+    promptPlaybook: RouterRouteKind;
+    diagnostics: RouterDiagnostic[];
+    planning: PlanningEnvelope;
+}
+export declare function buildResolvedTurnContext(input: RouterInputContext, output: RouterOutput, options?: {
+    availableToolNames?: readonly string[];
+    memoryEntries?: readonly MemoryEntry[];
+    filteredMemory?: readonly MemoryProvenance[];
+    planning?: PlanningBuildOptions;
+}): ResolvedTurnContext;
+export declare function buildMemoryQueryPlan(output: RouterOutput): MemoryQueryPlan;

package/dist/routing/turn-context.js

@@ -0,0 +1,45 @@
+import { activeToolsForBundles, memoryScopesForRoute, } from "./route-manifest.js";
+import { buildPlanningEnvelope, } from "./planning.js";
+export function buildResolvedTurnContext(input, output, options = {}) {
+    const memoryQueryPlan = buildMemoryQueryPlan(output);
+    const memoryProvenance = [
+        ...(options.memoryEntries ?? []).map(memoryEntryToProvenance),
+        ...(options.filteredMemory ?? []),
+    ];
+    return {
+        userInput: input.text,
+        priorTurns: input.priorTurns,
+        routeKind: output.routeKind,
+        legacyRoute: output.route,
+        workflow: output.workflow,
+        entities: output.entities,
+        slots: output.slots,
+        missingRequired: output.missing_required,
+        toolBundles: output.tool_bundles,
+        activeToolNames: activeToolsForBundles(output.tool_bundles, options.availableToolNames),
+        memoryQueryPlan,
+        memoryProvenance,
+        promptPlaybook: output.routeKind,
+        diagnostics: output.diagnostics,
+        planning: buildPlanningEnvelope(input, output, options.planning),
+    };
+}
+export function buildMemoryQueryPlan(output) {
+    return {
+        routeKind: output.routeKind,
+        workflow: output.workflow,
+        categories: memoryScopesForRoute(output.routeKind, output.workflow),
+        symbols: output.entities.symbols,
+        slotKeys: Object.keys(output.slots),
+    };
+}
+function memoryEntryToProvenance(entry) {
+    return {
+        category: entry.category,
+        key: entry.key,
+        source: entry.source,
+        recordedAt: entry.recordedAt,
+        confidence: entry.confidence,
+    };
+}
+//# sourceMappingURL=turn-context.js.map

package/dist/routing/turn-context.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"turn-context.js","sourceRoot":"","sources":["../../src/routing/turn-context.ts"],"names":[],"mappings":"AACA,OAAO,EACL,qBAAqB,EACrB,oBAAoB,GACrB,MAAM,qBAAqB,CAAC;AAU7B,OAAO,EACL,qBAAqB,GAGtB,MAAM,eAAe,CAAC;AAuCvB,MAAM,UAAU,wBAAwB,CACtC,KAAyB,EACzB,MAAoB,EACpB,UAKI,EAAE;IAEN,MAAM,eAAe,GAAG,oBAAoB,CAAC,MAAM,CAAC,CAAC;IACrD,MAAM,gBAAgB,GAAG;QACvB,GAAG,CAAC,OAAO,CAAC,aAAa,IAAI,EAAE,CAAC,CAAC,GAAG,CAAC,uBAAuB,CAAC;QAC7D,GAAG,CAAC,OAAO,CAAC,cAAc,IAAI,EAAE,CAAC;KAClC,CAAC;IAEF,OAAO;QACL,SAAS,EAAE,KAAK,CAAC,IAAI;QACrB,UAAU,EAAE,KAAK,CAAC,UAAU;QAC5B,SAAS,EAAE,MAAM,CAAC,SAAS;QAC3B,WAAW,EAAE,MAAM,CAAC,KAAK;QACzB,QAAQ,EAAE,MAAM,CAAC,QAAQ;QACzB,QAAQ,EAAE,MAAM,CAAC,QAAQ;QACzB,KAAK,EAAE,MAAM,CAAC,KAAK;QACnB,eAAe,EAAE,MAAM,CAAC,gBAAgB;QACxC,WAAW,EAAE,MAAM,CAAC,YAAY;QAChC,eAAe,EAAE,qBAAqB,CAAC,MAAM,CAAC,YAAY,EAAE,OAAO,CAAC,kBAAkB,CAAC;QACvF,eAAe;QACf,gBAAgB;QAChB,cAAc,EAAE,MAAM,CAAC,SAAS;QAChC,WAAW,EAAE,MAAM,CAAC,WAAW;QAC/B,QAAQ,EAAE,qBAAqB,CAAC,KAAK,EAAE,MAAM,EAAE,OAAO,CAAC,QAAQ,CAAC;KACjE,CAAC;AACJ,CAAC;AAED,MAAM,UAAU,oBAAoB,CAAC,MAAoB;IACvD,OAAO;QACL,SAAS,EAAE,MAAM,CAAC,SAAS;QAC3B,QAAQ,EAAE,MAAM,CAAC,QAAQ;QACzB,UAAU,EAAE,oBAAoB,CAAC,MAAM,CAAC,SAAS,EAAE,MAAM,CAAC,QAAQ,CAAC;QACnE,OAAO,EAAE,MAAM,CAAC,QAAQ,CAAC,OAAO;QAChC,QAAQ,EAAE,MAAM,CAAC,IAAI,CAAC,MAAM,CAAC,KAAK,CAAC;KACpC,CAAC;AACJ,CAAC;AAED,SAAS,uBAAuB,CAAC,KAAkB;IACjD,OAAO;QACL,QAAQ,EAAE,KAAK,CAAC,QAAQ;QACxB,GAAG,EAAE,KAAK,CAAC,GAAG;QACd,MAAM,EAAE,KAAK,CAAC,MAAM;QACpB,UAAU,EAAE,KAAK,CAAC,UAAU;QAC5B,UAAU,EAAE,KAAK,CAAC,UAAU;KAC7B,CAAC;AACJ,CAAC"}

package/dist/routing/types.d.ts

@@ -4,9 +4,16 @@ export interface ExtractedEntities {
     budget?: number;
     maxPremium?: number;
     timeHorizon?: string;
+    assetScope?: string;
     riskProfile?: string;
     direction?: "bullish" | "bearish";
     dteHint?: string;
+    optionStrategy?: "covered_call" | "protective_put";
+    heldSymbol?: string;
+    catalystSymbols?: string[];
+    costBasis?: number;
+    shareQuantity?: number;
+    compareMetrics?: string[];
 }
 export interface ClassificationResult {
     workflow: WorkflowType;
@@ -34,13 +41,18 @@ export interface OptionsScreenerSlots {
     liquidityMinimum: string;
     budget?: number;
     maxPremium?: number;
+    optionStrategy?: "covered_call" | "protective_put";
+    costBasis?: number;
+    shareQuantity?: number;
+    catalystSymbols?: string[];
     ivPreference?: string;
 }
 export interface CompareAssetsSlots {
     symbols: string[];
+    timeHorizon?: string;
     metrics?: string[];
 }
-export type SlotSource = "user" | "preference" | "default";
+export type SlotSource = "user" | "preference" | "default" | "prior_context" | "memory";
 export interface SlotResolution<T> {
     resolved: T;
     sources: {

package/dist/runtime/answer-contracts.d.ts

@@ -0,0 +1,82 @@
+import type { AnswerContractId, CapabilityGapId, CommitmentMode, StructuredCheckId, TaskFamily } from "../routing/planning.js";
+import type { PlanningEvidenceRecord, PlanningEvidenceType } from "./planning-evidence.js";
+export type FinalAnswerField = "clear_commitment" | "comparison_tradeoffs" | "constructed_output" | "state_update_confirmation" | "clarifying_question" | "symbol_verification_disclosure" | "framework_or_checklist" | "freshness_disclosure" | "data_gap_disclosure" | "risk_downside" | "source_coverage";
+export type FrameworkFallbackMode = "not_allowed" | "diagnostic_until_parity" | "active_after_parity";
+export type ParityMigrationStatus = "legacy_active" | "observe_only" | "dual_run" | "replacement_active" | "legacy_removed";
+export interface CommitmentModeContract {
+    mode: CommitmentMode;
+    requiredFinalFields: FinalAnswerField[];
+    requiresConcreteCommitment: boolean;
+    description: string;
+}
+export interface AnswerContractDefinition {
+    id: AnswerContractId;
+    taskFamily: TaskFamily;
+    commitmentMode: CommitmentMode;
+    implemented: boolean;
+    requiredEvidenceTypes: PlanningEvidenceType[];
+    requiredFinalFields: FinalAnswerField[];
+    requiresFreshness: boolean;
+    requiresDataGapDisclosure: boolean;
+    requiresRiskDownside: boolean;
+    requiresSourceCoverage: boolean;
+    requiresConcreteCommitment: boolean;
+    capabilityGapIds: CapabilityGapId[];
+    frameworkFallback: FrameworkFallbackMode;
+}
+export interface FinalAnswerMetadata {
+    commitmentMode: CommitmentMode;
+    finalFields: FinalAnswerField[];
+    freshness?: {
+        asOfDate?: string;
+        marketStatus?: string;
+        lastTradingDay?: string;
+    };
+    sourceCoverage?: {
+        sources: string[];
+        sampleSize?: number;
+    };
+    disclosedProviderStatuses?: string[];
+    disclosedCapabilityGapIds?: CapabilityGapId[];
+}
+export interface StructuredCheckResult {
+    checkId: StructuredCheckId;
+    passed: boolean;
+    observedOnly: true;
+    failureReason?: string;
+}
+export interface RetryEligibilityTrace {
+    eligible: boolean;
+    activeRetryAllowed: false;
+    reasons: string[];
+}
+export interface StructuredCheckTrace {
+    mode: "observe_only";
+    answerContractId: AnswerContractId;
+    results: StructuredCheckResult[];
+    failures: StructuredCheckResult[];
+    retryEligibility: RetryEligibilityTrace;
+    activeRetryAllowed: false;
+}
+export interface FrameworkFallbackEligibility {
+    eligible: boolean;
+    active: boolean;
+    mode: "not_applicable" | "diagnostic_only" | "active";
+    reason: string;
+}
+export interface StructuredCheckInput {
+    contract: AnswerContractDefinition;
+    evidenceRecords: PlanningEvidenceRecord[];
+    finalAnswerMetadata: FinalAnswerMetadata;
+    structuredCheckIds?: StructuredCheckId[];
+    answerText?: string;
+}
+export interface FrameworkFallbackInput {
+    contract: AnswerContractDefinition;
+    evidenceRecords: PlanningEvidenceRecord[];
+    parityStatus: ParityMigrationStatus;
+}
+export declare const COMMITMENT_MODE_CONTRACTS: Record<CommitmentMode, CommitmentModeContract>;
+export declare const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDefinition>;
+export declare function runStructuredChecks(input: StructuredCheckInput): StructuredCheckTrace;
+export declare function evaluateFrameworkFallbackEligibility(input: FrameworkFallbackInput): FrameworkFallbackEligibility;