opencandle 0.4.0 → 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 (251) hide show
  1. package/LICENSE +1 -1
  2. package/README.md +106 -14
  3. package/dist/cli.js +2 -1
  4. package/dist/cli.js.map +1 -1
  5. package/dist/config.d.ts +19 -3
  6. package/dist/config.js +61 -2
  7. package/dist/config.js.map +1 -1
  8. package/dist/infra/browser.d.ts +1 -3
  9. package/dist/infra/browser.js +1 -1
  10. package/dist/infra/browser.js.map +1 -1
  11. package/dist/infra/rate-limiter.d.ts +4 -0
  12. package/dist/infra/rate-limiter.js +5 -1
  13. package/dist/infra/rate-limiter.js.map +1 -1
  14. package/dist/memory/manager.d.ts +9 -0
  15. package/dist/memory/manager.js +28 -11
  16. package/dist/memory/manager.js.map +1 -1
  17. package/dist/memory/storage.d.ts +3 -2
  18. package/dist/memory/storage.js.map +1 -1
  19. package/dist/memory/types.js +4 -0
  20. package/dist/memory/types.js.map +1 -1
  21. package/dist/pi/opencandle-extension.js +230 -36
  22. package/dist/pi/opencandle-extension.js.map +1 -1
  23. package/dist/pi/setup.js +10 -0
  24. package/dist/pi/setup.js.map +1 -1
  25. package/dist/prompts/context-builder.d.ts +18 -3
  26. package/dist/prompts/context-builder.js +102 -16
  27. package/dist/prompts/context-builder.js.map +1 -1
  28. package/dist/prompts/disclaimer.js +1 -1
  29. package/dist/prompts/disclaimer.js.map +1 -1
  30. package/dist/prompts/policy-cards.d.ts +13 -0
  31. package/dist/prompts/policy-cards.js +197 -0
  32. package/dist/prompts/policy-cards.js.map +1 -0
  33. package/dist/prompts/sections.js +3 -3
  34. package/dist/prompts/sections.js.map +1 -1
  35. package/dist/prompts/workflow-prompts.js +170 -18
  36. package/dist/prompts/workflow-prompts.js.map +1 -1
  37. package/dist/providers/alpha-vantage.js +23 -1
  38. package/dist/providers/alpha-vantage.js.map +1 -1
  39. package/dist/providers/sec-edgar.d.ts +8 -1
  40. package/dist/providers/sec-edgar.js +172 -5
  41. package/dist/providers/sec-edgar.js.map +1 -1
  42. package/dist/providers/yahoo-finance.d.ts +2 -0
  43. package/dist/providers/yahoo-finance.js +134 -3
  44. package/dist/providers/yahoo-finance.js.map +1 -1
  45. package/dist/routing/classify-intent.d.ts +3 -0
  46. package/dist/routing/classify-intent.js +82 -3
  47. package/dist/routing/classify-intent.js.map +1 -1
  48. package/dist/routing/defaults.js +3 -3
  49. package/dist/routing/defaults.js.map +1 -1
  50. package/dist/routing/entity-extractor.d.ts +1 -0
  51. package/dist/routing/entity-extractor.js +158 -12
  52. package/dist/routing/entity-extractor.js.map +1 -1
  53. package/dist/routing/index.d.ts +7 -1
  54. package/dist/routing/index.js +4 -0
  55. package/dist/routing/index.js.map +1 -1
  56. package/dist/routing/legacy-rule-router.d.ts +9 -0
  57. package/dist/routing/legacy-rule-router.js +12 -0
  58. package/dist/routing/legacy-rule-router.js.map +1 -0
  59. package/dist/routing/planning.d.ts +54 -0
  60. package/dist/routing/planning.js +531 -0
  61. package/dist/routing/planning.js.map +1 -0
  62. package/dist/routing/route-manifest.d.ts +35 -0
  63. package/dist/routing/route-manifest.js +221 -0
  64. package/dist/routing/route-manifest.js.map +1 -0
  65. package/dist/routing/router-prompt.js +45 -42
  66. package/dist/routing/router-prompt.js.map +1 -1
  67. package/dist/routing/router-types.d.ts +9 -0
  68. package/dist/routing/router.d.ts +1 -0
  69. package/dist/routing/router.js +456 -12
  70. package/dist/routing/router.js.map +1 -1
  71. package/dist/routing/slot-resolver.js +46 -6
  72. package/dist/routing/slot-resolver.js.map +1 -1
  73. package/dist/routing/turn-context.d.ts +44 -0
  74. package/dist/routing/turn-context.js +45 -0
  75. package/dist/routing/turn-context.js.map +1 -0
  76. package/dist/routing/types.d.ts +13 -1
  77. package/dist/runtime/answer-contracts.d.ts +82 -0
  78. package/dist/runtime/answer-contracts.js +414 -0
  79. package/dist/runtime/answer-contracts.js.map +1 -0
  80. package/dist/runtime/artifact-contracts.d.ts +14 -0
  81. package/dist/runtime/artifact-contracts.js +57 -0
  82. package/dist/runtime/artifact-contracts.js.map +1 -0
  83. package/dist/runtime/planning-evidence.d.ts +99 -0
  84. package/dist/runtime/planning-evidence.js +445 -0
  85. package/dist/runtime/planning-evidence.js.map +1 -0
  86. package/dist/runtime/session-coordinator.d.ts +20 -2
  87. package/dist/runtime/session-coordinator.js +47 -14
  88. package/dist/runtime/session-coordinator.js.map +1 -1
  89. package/dist/system-prompt.js +4 -1
  90. package/dist/system-prompt.js.map +1 -1
  91. package/dist/tools/fundamentals/company-overview.js +1 -1
  92. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  93. package/dist/tools/fundamentals/comps.js +1 -1
  94. package/dist/tools/fundamentals/comps.js.map +1 -1
  95. package/dist/tools/fundamentals/dcf.js +1 -1
  96. package/dist/tools/fundamentals/dcf.js.map +1 -1
  97. package/dist/tools/fundamentals/earnings.js +1 -1
  98. package/dist/tools/fundamentals/earnings.js.map +1 -1
  99. package/dist/tools/fundamentals/financials.js +1 -1
  100. package/dist/tools/fundamentals/financials.js.map +1 -1
  101. package/dist/tools/fundamentals/sec-filings.d.ts +1 -0
  102. package/dist/tools/fundamentals/sec-filings.js +19 -2
  103. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  104. package/dist/tools/index.d.ts +1 -0
  105. package/dist/tools/index.js +3 -0
  106. package/dist/tools/index.js.map +1 -1
  107. package/dist/tools/macro/fear-greed.js +1 -1
  108. package/dist/tools/macro/fear-greed.js.map +1 -1
  109. package/dist/tools/macro/fred-data.js +29 -5
  110. package/dist/tools/macro/fred-data.js.map +1 -1
  111. package/dist/tools/market/crypto-history.js +18 -2
  112. package/dist/tools/market/crypto-history.js.map +1 -1
  113. package/dist/tools/market/crypto-price.js +1 -1
  114. package/dist/tools/market/crypto-price.js.map +1 -1
  115. package/dist/tools/market/search-ticker.js +1 -1
  116. package/dist/tools/market/search-ticker.js.map +1 -1
  117. package/dist/tools/market/stock-history.js +1 -1
  118. package/dist/tools/market/stock-history.js.map +1 -1
  119. package/dist/tools/market/stock-quote.js +1 -1
  120. package/dist/tools/market/stock-quote.js.map +1 -1
  121. package/dist/tools/options/greeks.js +0 -1
  122. package/dist/tools/options/greeks.js.map +1 -1
  123. package/dist/tools/options/option-chain.js +9 -4
  124. package/dist/tools/options/option-chain.js.map +1 -1
  125. package/dist/tools/portfolio/correlation.js +1 -1
  126. package/dist/tools/portfolio/correlation.js.map +1 -1
  127. package/dist/tools/portfolio/holdings-overlap.d.ts +8 -0
  128. package/dist/tools/portfolio/holdings-overlap.js +105 -0
  129. package/dist/tools/portfolio/holdings-overlap.js.map +1 -0
  130. package/dist/tools/portfolio/predictions.js +1 -1
  131. package/dist/tools/portfolio/predictions.js.map +1 -1
  132. package/dist/tools/portfolio/risk-analysis.js +1 -1
  133. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  134. package/dist/tools/portfolio/tracker.js +1 -1
  135. package/dist/tools/portfolio/tracker.js.map +1 -1
  136. package/dist/tools/portfolio/watchlist.js +12 -4
  137. package/dist/tools/portfolio/watchlist.js.map +1 -1
  138. package/dist/tools/sentiment/reddit-sentiment.js +1 -1
  139. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  140. package/dist/tools/sentiment/sentiment-summary.js +57 -2
  141. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  142. package/dist/tools/sentiment/twitter-sentiment.js +1 -1
  143. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  144. package/dist/tools/sentiment/web-search.js +32 -3
  145. package/dist/tools/sentiment/web-search.js.map +1 -1
  146. package/dist/tools/sentiment/web-sentiment.js +1 -1
  147. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  148. package/dist/tools/technical/backtest.d.ts +2 -2
  149. package/dist/tools/technical/backtest.js +41 -27
  150. package/dist/tools/technical/backtest.js.map +1 -1
  151. package/dist/tools/technical/indicators.js +1 -3
  152. package/dist/tools/technical/indicators.js.map +1 -1
  153. package/dist/types/options.d.ts +10 -0
  154. package/dist/types/portfolio.d.ts +27 -0
  155. package/dist/workflows/compare-assets.js +38 -2
  156. package/dist/workflows/compare-assets.js.map +1 -1
  157. package/dist/workflows/options-screener.js +88 -7
  158. package/dist/workflows/options-screener.js.map +1 -1
  159. package/dist/workflows/portfolio-builder.js +7 -3
  160. package/dist/workflows/portfolio-builder.js.map +1 -1
  161. package/gui/server/ask-user-bridge.ts +82 -0
  162. package/gui/server/gui-session-manager.ts +5 -0
  163. package/gui/server/projector.ts +47 -5
  164. package/gui/server/prompt-observation.ts +61 -0
  165. package/gui/server/server.ts +119 -8
  166. package/gui/server/session-entry-wait.ts +81 -0
  167. package/gui/web/dist/assets/{CatalogOverlay-D1ImSJTe.js → CatalogOverlay-Bmp6Knu7.js} +1 -1
  168. package/gui/web/dist/assets/index-Bxt9QpLX.css +1 -0
  169. package/gui/web/dist/assets/index-CZ9DHZYy.js +67 -0
  170. package/gui/web/dist/index.html +2 -2
  171. package/package.json +18 -12
  172. package/src/cli.ts +2 -1
  173. package/src/config.ts +89 -5
  174. package/src/infra/browser.ts +1 -1
  175. package/src/infra/rate-limiter.ts +10 -1
  176. package/src/memory/manager.ts +43 -10
  177. package/src/memory/storage.ts +3 -2
  178. package/src/memory/types.ts +4 -0
  179. package/src/pi/opencandle-extension.ts +273 -42
  180. package/src/pi/setup.ts +10 -0
  181. package/src/prompts/context-builder.ts +128 -17
  182. package/src/prompts/disclaimer.ts +1 -1
  183. package/src/prompts/policy-cards.ts +220 -0
  184. package/src/prompts/sections.ts +3 -3
  185. package/src/prompts/workflow-prompts.ts +172 -18
  186. package/src/providers/alpha-vantage.ts +24 -1
  187. package/src/providers/sec-edgar.ts +220 -4
  188. package/src/providers/web-search.ts +1 -1
  189. package/src/providers/yahoo-finance.ts +171 -4
  190. package/src/routing/classify-intent.ts +94 -3
  191. package/src/routing/defaults.ts +3 -3
  192. package/src/routing/entity-extractor.ts +164 -13
  193. package/src/routing/index.ts +44 -0
  194. package/src/routing/legacy-rule-router.ts +13 -0
  195. package/src/routing/planning.ts +732 -0
  196. package/src/routing/route-manifest.ts +287 -0
  197. package/src/routing/router-prompt.ts +50 -46
  198. package/src/routing/router-types.ts +21 -0
  199. package/src/routing/router.ts +511 -12
  200. package/src/routing/slot-resolver.ts +44 -6
  201. package/src/routing/turn-context.ts +111 -0
  202. package/src/routing/types.ts +13 -1
  203. package/src/runtime/answer-contracts.ts +633 -0
  204. package/src/runtime/artifact-contracts.ts +76 -0
  205. package/src/runtime/planning-evidence.ts +591 -0
  206. package/src/runtime/session-coordinator.ts +78 -12
  207. package/src/system-prompt.ts +4 -1
  208. package/src/tools/fundamentals/company-overview.ts +1 -1
  209. package/src/tools/fundamentals/comps.ts +1 -1
  210. package/src/tools/fundamentals/dcf.ts +1 -1
  211. package/src/tools/fundamentals/earnings.ts +1 -1
  212. package/src/tools/fundamentals/financials.ts +1 -1
  213. package/src/tools/fundamentals/sec-filings.ts +25 -2
  214. package/src/tools/index.ts +3 -0
  215. package/src/tools/macro/fear-greed.ts +1 -1
  216. package/src/tools/macro/fred-data.ts +31 -5
  217. package/src/tools/market/crypto-history.ts +18 -2
  218. package/src/tools/market/crypto-price.ts +1 -1
  219. package/src/tools/market/search-ticker.ts +1 -1
  220. package/src/tools/market/stock-history.ts +1 -1
  221. package/src/tools/market/stock-quote.ts +1 -1
  222. package/src/tools/options/greeks.ts +0 -1
  223. package/src/tools/options/option-chain.ts +9 -4
  224. package/src/tools/portfolio/correlation.ts +1 -1
  225. package/src/tools/portfolio/holdings-overlap.ts +123 -0
  226. package/src/tools/portfolio/predictions.ts +1 -1
  227. package/src/tools/portfolio/risk-analysis.ts +1 -1
  228. package/src/tools/portfolio/tracker.ts +1 -1
  229. package/src/tools/portfolio/watchlist.ts +10 -4
  230. package/src/tools/sentiment/reddit-sentiment.ts +1 -1
  231. package/src/tools/sentiment/sentiment-summary.ts +62 -2
  232. package/src/tools/sentiment/twitter-sentiment.ts +1 -1
  233. package/src/tools/sentiment/web-search.ts +36 -3
  234. package/src/tools/sentiment/web-sentiment.ts +1 -1
  235. package/src/tools/technical/backtest.ts +50 -29
  236. package/src/tools/technical/indicators.ts +1 -3
  237. package/src/types/options.ts +17 -0
  238. package/src/types/portfolio.ts +32 -0
  239. package/src/workflows/compare-assets.ts +38 -2
  240. package/src/workflows/options-screener.ts +85 -7
  241. package/src/workflows/portfolio-builder.ts +7 -3
  242. package/dist/runtime/index.d.ts +0 -16
  243. package/dist/runtime/index.js +0 -10
  244. package/dist/runtime/index.js.map +0 -1
  245. package/dist/runtime/provider-ids.d.ts +0 -14
  246. package/dist/runtime/provider-ids.js +0 -14
  247. package/dist/runtime/provider-ids.js.map +0 -1
  248. package/gui/web/dist/assets/index-DBrWq43L.css +0 -1
  249. package/gui/web/dist/assets/index-RflHaj0y.js +0 -67
  250. package/src/runtime/index.ts +0 -55
  251. package/src/runtime/provider-ids.ts +0 -15
@@ -1,10 +1,34 @@
1
1
  export { classifyIntent } from "./classify-intent.js";
2
+ export { classifyWithLegacyRules } from "./legacy-rule-router.js";
2
3
  export { extractEntities, extractBudget } from "./entity-extractor.js";
3
4
  export { resolvePortfolioSlots, resolveOptionsScreenerSlots } from "./slot-resolver.js";
4
5
  export { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS, parseDteTarget } from "./defaults.js";
5
6
  export { route, validateRouterOutput } from "./router.js";
6
7
  export { createPiAiRouterClient } from "./router-llm-client.js";
7
8
  export { buildRouterPrompt } from "./router-prompt.js";
9
+ export {
10
+ ROUTE_CAPABILITY_MANIFEST,
11
+ ROUTE_KINDS,
12
+ TOOL_BUNDLE_TOOLS,
13
+ WORKFLOW_CAPABILITY_MANIFEST,
14
+ activeToolsForBundles,
15
+ computeMissingRequiredSlots,
16
+ isDispatchableWorkflow,
17
+ legacyRouteForRouteKind,
18
+ memoryScopesForRoute,
19
+ routeKindFromLegacyRoute,
20
+ selectToolBundles,
21
+ } from "./route-manifest.js";
22
+ export {
23
+ buildMemoryQueryPlan,
24
+ buildResolvedTurnContext,
25
+ } from "./turn-context.js";
26
+ export {
27
+ PLANNING_MANIFEST,
28
+ PLANNING_VERSION,
29
+ buildPlanningEnvelope,
30
+ validatePlanningSelection,
31
+ } from "./planning.js";
8
32
  export type {
9
33
  WorkflowType,
10
34
  ClassificationResult,
@@ -18,9 +42,29 @@ export type {
18
42
  export type {
19
43
  RouterOutput,
20
44
  RouterRoute,
45
+ RouterRouteKind,
21
46
  RouterSlot,
22
47
  RouterConfidence,
23
48
  RouterPreferenceUpdate,
49
+ RouterDiagnostic,
50
+ ToolBundleName,
24
51
  RouterInputContext,
25
52
  RouterLlmClient,
26
53
  } from "./router-types.js";
54
+ export type {
55
+ MemoryQueryPlan,
56
+ MemoryProvenance,
57
+ ResolvedTurnContext,
58
+ } from "./turn-context.js";
59
+ export type {
60
+ AnswerContractId,
61
+ CapabilityGapId,
62
+ CommitmentMode,
63
+ EvidencePlanId,
64
+ PlanningBehaviorMode,
65
+ PlanningEnvelope,
66
+ PlanningSelection,
67
+ PolicyCardId,
68
+ StructuredCheckId,
69
+ TaskFamily,
70
+ } from "./planning.js";
@@ -0,0 +1,13 @@
1
+ import { classifyIntent } from "./classify-intent.js";
2
+ import type { ClassificationResult } from "./types.js";
3
+
4
+ /**
5
+ * Explicit legacy deterministic router entrypoint.
6
+ *
7
+ * The LLM router is the default primary classifier. This wrapper names the
8
+ * remaining deterministic use cases: `OPENCANDLE_ROUTER_MODE=rules` rollback
9
+ * and narrow safety-net recovery/enrichment after LLM router validation.
10
+ */
11
+ export function classifyWithLegacyRules(input: string): ClassificationResult {
12
+ return classifyIntent(input);
13
+ }