opencandle 0.4.0 → 0.5.0

package/dist/routing/route-manifest.js

@@ -0,0 +1,221 @@
+export const ROUTE_KINDS = [
+    "workflow_dispatch",
+    "agent_task",
+    "clarification",
+    "pass_through",
+];
+export const TOOL_BUNDLE_TOOLS = {
+    core_market: [
+        "search_ticker",
+        "get_stock_quote",
+        "get_stock_history",
+        "get_crypto_price",
+        "get_crypto_history",
+        "get_company_overview",
+        "get_financials",
+        "get_earnings",
+        "compare_companies",
+        "compute_dcf",
+        "get_technical_indicators",
+        "backtest_strategy",
+        "analyze_risk",
+        "analyze_correlation",
+        "analyze_holdings_overlap",
+        "track_portfolio",
+        "manage_watchlist",
+        "track_prediction",
+        "search_web",
+    ],
+    options: ["get_option_chain", "get_stock_quote", "search_ticker", "search_web"],
+    macro: ["get_economic_data", "get_fear_greed", "search_web"],
+    sentiment: [
+        "get_reddit_sentiment",
+        "get_twitter_sentiment",
+        "get_web_sentiment",
+        "get_sentiment_trend",
+        "get_sentiment_summary",
+        "get_fear_greed",
+        "search_web",
+    ],
+    sec: ["get_sec_filings", "get_company_overview", "search_web"],
+    clarification: ["ask_user"],
+};
+export const ROUTE_CAPABILITY_MANIFEST = {
+    workflow_dispatch: {
+        routeKind: "workflow_dispatch",
+        legacyRoute: "workflow",
+        promptPlaybook: "workflow_dispatch",
+        toolBundles: ["core_market"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        allowWorkflow: true,
+    },
+    agent_task: {
+        routeKind: "agent_task",
+        legacyRoute: "fallback",
+        promptPlaybook: "agent_task",
+        toolBundles: ["core_market"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        allowWorkflow: false,
+    },
+    clarification: {
+        routeKind: "clarification",
+        legacyRoute: "fallback",
+        promptPlaybook: "clarification",
+        toolBundles: ["clarification"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        allowWorkflow: true,
+    },
+    pass_through: {
+        routeKind: "pass_through",
+        legacyRoute: "fallback",
+        promptPlaybook: "pass_through",
+        toolBundles: [],
+        memoryScopes: [],
+        allowWorkflow: false,
+    },
+};
+export const WORKFLOW_CAPABILITY_MANIFEST = {
+    portfolio_builder: {
+        workflow: "portfolio_builder",
+        dispatchable: true,
+        requiredSlots: ["budget"],
+        toolBundles: ["core_market", "macro", "sentiment", "clarification"],
+        memoryScopes: ["investor_profile", "interaction_feedback", "workflow_history"],
+        promptPlaybook: "workflow_dispatch",
+    },
+    options_screener: {
+        workflow: "options_screener",
+        dispatchable: true,
+        requiredSlots: ["symbol"],
+        toolBundles: ["core_market", "options", "sentiment", "clarification"],
+        memoryScopes: ["investor_profile", "interaction_feedback", "workflow_history"],
+        promptPlaybook: "workflow_dispatch",
+    },
+    compare_assets: {
+        workflow: "compare_assets",
+        dispatchable: true,
+        requiredSlots: ["symbols"],
+        toolBundles: ["core_market", "macro", "sentiment", "clarification"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        promptPlaybook: "workflow_dispatch",
+    },
+    single_asset_analysis: {
+        workflow: "single_asset_analysis",
+        dispatchable: false,
+        requiredSlots: ["symbol"],
+        toolBundles: ["core_market", "options", "sentiment", "sec", "clarification"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        promptPlaybook: "agent_task",
+    },
+    watchlist_or_tracking: {
+        workflow: "watchlist_or_tracking",
+        dispatchable: false,
+        requiredSlots: [],
+        toolBundles: ["core_market", "clarification"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        promptPlaybook: "agent_task",
+    },
+    general_finance_qa: {
+        workflow: "general_finance_qa",
+        dispatchable: false,
+        requiredSlots: [],
+        toolBundles: ["core_market", "macro", "sentiment", "sec", "clarification"],
+        memoryScopes: ["investor_profile", "workflow_history"],
+        promptPlaybook: "agent_task",
+    },
+};
+export function isRouteKind(value) {
+    return ROUTE_KINDS.includes(value);
+}
+export function isToolBundleName(value) {
+    return Object.hasOwn(TOOL_BUNDLE_TOOLS, value);
+}
+export function legacyRouteForRouteKind(routeKind) {
+    return ROUTE_CAPABILITY_MANIFEST[routeKind].legacyRoute;
+}
+export function isDispatchableWorkflow(workflow) {
+    if (!workflow)
+        return false;
+    return WORKFLOW_CAPABILITY_MANIFEST[workflow]?.dispatchable === true;
+}
+export function routeKindFromLegacyRoute(route, missingRequired = []) {
+    if (missingRequired.length > 0)
+        return "clarification";
+    return route === "workflow" ? "workflow_dispatch" : "agent_task";
+}
+export function workflowRequiredSlots(workflow) {
+    if (!workflow)
+        return [];
+    return WORKFLOW_CAPABILITY_MANIFEST[workflow]?.requiredSlots ?? [];
+}
+export function computeMissingRequiredSlots(workflow, entities, slots = {}, existingMissing = []) {
+    const missing = new Set();
+    const existing = new Set(existingMissing);
+    for (const slot of workflowRequiredSlots(workflow)) {
+        if (slot === "budget" && entities.budget === undefined && !slotHasValue(slots.budget)) {
+            missing.add("budget");
+        }
+        if (slot === "symbol" && entities.symbols.length === 0 && !slotHasValue(slots.symbol)) {
+            missing.add("symbol");
+        }
+        if (slot === "symbols" && entities.symbols.length < 2 && !slotHasValue(slots.symbols)) {
+            missing.add("symbols");
+        }
+        existing.delete(slot);
+    }
+    for (const slot of existing) {
+        if (!slotHasValue(slots[slot]))
+            missing.add(slot);
+    }
+    return Array.from(missing);
+}
+function slotHasValue(slot) {
+    if (!slot)
+        return false;
+    if (Array.isArray(slot.value))
+        return slot.value.length > 0;
+    return slot.value !== undefined && slot.value !== null && slot.value !== "";
+}
+export function selectToolBundles(output) {
+    if (output.routeKind === "pass_through")
+        return [];
+    if (output.routeKind === "clarification")
+        return ["clarification"];
+    const bundles = new Set();
+    const routeBundles = ROUTE_CAPABILITY_MANIFEST[output.routeKind]?.toolBundles ?? [];
+    routeBundles.forEach((bundle) => bundles.add(bundle));
+    if (output.workflow) {
+        const workflow = WORKFLOW_CAPABILITY_MANIFEST[output.workflow];
+        workflow?.toolBundles.forEach((bundle) => bundles.add(bundle));
+    }
+    const metrics = output.entities.compareMetrics ?? [];
+    const horizon = output.entities.timeHorizon ?? "";
+    if (metrics.includes("macro_hedge") || metrics.includes("interest_rates") || /\b(?:macro|rate|inflation)\b/i.test(horizon)) {
+        bundles.add("macro");
+    }
+    if (output.entities.symbols.length > 0) {
+        bundles.add("core_market");
+    }
+    if (output.entities.optionStrategy) {
+        bundles.add("options");
+    }
+    return Array.from(bundles);
+}
+export function activeToolsForBundles(bundles, availableToolNames) {
+    const selected = new Set();
+    for (const bundle of bundles) {
+        for (const tool of TOOL_BUNDLE_TOOLS[bundle] ?? []) {
+            selected.add(tool);
+        }
+    }
+    if (!availableToolNames)
+        return Array.from(selected);
+    const available = new Set(availableToolNames);
+    return Array.from(selected).filter((tool) => available.has(tool));
+}
+export function memoryScopesForRoute(routeKind, workflow) {
+    if (workflow)
+        return WORKFLOW_CAPABILITY_MANIFEST[workflow]?.memoryScopes ?? [];
+    return ROUTE_CAPABILITY_MANIFEST[routeKind]?.memoryScopes ?? [];
+}
+//# sourceMappingURL=route-manifest.js.map

package/dist/routing/route-manifest.js.map

@@ -0,0 +1 @@
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package/dist/routing/router-prompt.js

@@ -1,3 +1,4 @@
+import { ROUTE_CAPABILITY_MANIFEST, WORKFLOW_CAPABILITY_MANIFEST, } from "./route-manifest.js";
 /**
  * Privacy note — priorTurns rendering:
  * Conversational text rendered into the router prompt via `priorTurns` is NOT
@@ -8,44 +9,27 @@
  * so they no longer reach the router. See
  * `openspec/changes/router-context-and-observability/` for the follow-up.
  */
-/**
- * List of workflows the router may emit. Keep this in sync with
- * `WorkflowType` in `src/routing/types.ts` minus the `unclassified` sentinel.
- */
-const WORKFLOW_CATALOG = [
-    {
-        name: "portfolio_builder",
-        when: "user asks to build/allocate a portfolio, invest a budget across positions",
-        required: ["budget"],
-    },
-    {
-        name: "options_screener",
-        when: "user asks for options trades / calls / puts on a specific ticker",
-        required: ["symbol"],
-    },
-    {
-        name: "compare_assets",
-        when: "user asks to compare two or more symbols (vs / versus / which is better)",
-        required: ["symbols (>=2)"],
-    },
-    {
-        name: "single_asset_analysis",
-        when: "user asks for a full analysis / deep dive / 'is X attractive' on ONE symbol",
-        required: ["symbol"],
-    },
-    {
-        name: "watchlist_or_tracking",
-        when: "user manages or asks about their saved watchlist / prediction history",
-        required: [],
-    },
-    {
-        name: "general_finance_qa",
-        when: "definitional / conceptual 'what is X', 'explain Y' questions",
-        required: [],
-    },
-];
 function renderCatalog() {
-    return WORKFLOW_CATALOG.map((w) => `- "${w.name}": ${w.when}${w.required.length > 0 ? ` [required: ${w.required.join(", ")}]` : ""}`).join("\n");
+    const descriptions = {
+        portfolio_builder: "user asks to build/allocate a portfolio, invest a budget across positions",
+        options_screener: "user asks for options trades / calls / puts on a specific ticker",
+        compare_assets: "user asks to compare two or more symbols (vs / versus / which is better)",
+        single_asset_analysis: "user asks for a full analysis / deep dive / 'is X attractive' on ONE symbol",
+        watchlist_or_tracking: "user manages or asks about their saved watchlist / prediction history",
+        general_finance_qa: "definitional / conceptual questions plus broad market structure, sector, industry, monetary policy, and emerging markets research",
+    };
+    return Object.values(WORKFLOW_CAPABILITY_MANIFEST).map((w) => {
+        const required = w.requiredSlots.length > 0
+            ? ` [required: ${w.requiredSlots.join(", ")}]`
+            : "";
+        const mode = w.dispatchable ? "dispatchable workflow" : "agent-task workflow label";
+        return `- "${w.workflow}" (${mode}): ${descriptions[w.workflow]}${required}`;
+    }).join("\n");
+}
+function renderRouteKinds() {
+    return Object.values(ROUTE_CAPABILITY_MANIFEST)
+        .map((route) => `- "${route.routeKind}" -> legacy route "${route.legacyRoute}"`)
+        .join("\n");
 }
 function renderProfile(profile) {
     const entries = Object.entries(profile);
@@ -70,6 +54,7 @@ function renderRecentRuns(runs) {
 const SCHEMA_SPEC = `You MUST respond with a SINGLE JSON object and nothing else (no markdown fences, no prose outside the JSON). The object MUST conform to this TypeScript interface exactly:
 
 interface RouterOutput {
+  routeKind: "workflow_dispatch" | "agent_task" | "clarification" | "pass_through";
   route: "workflow" | "fallback";
   workflow?: "portfolio_builder" | "options_screener" | "compare_assets" | "single_asset_analysis" | "watchlist_or_tracking" | "general_finance_qa";
   entities: {
@@ -80,10 +65,16 @@ interface RouterOutput {
     riskProfile?: string;            // "conservative" | "balanced" | "aggressive"
     direction?: "bullish" | "bearish";
     dteHint?: string;
+    optionStrategy?: "covered_call" | "protective_put";  // set when user explicitly asks for a known option strategy
+    heldSymbol?: string;              // for covered calls/protective puts: ticker the user owns/holds
+    catalystSymbols?: string[];        // tickers mentioned as event/catalyst context, not the option-chain underlying
+    costBasis?: number;                // per-share basis when user says "cost basis is $X"
+    shareQuantity?: number;            // number of shares owned when stated, e.g. "200 shares"
+    compareMetrics?: string[];        // optional compare focus tags, e.g. "sentiment", "macro_hedge"
   };
   slots: Record<string, {
     value: unknown;
-    source: "user" | "preference" | "default"; // user = stated this turn; preference = from profileSnapshot; default = workflow fallback
+    source: "user" | "preference" | "default" | "prior_context" | "memory";
     confidence: "high" | "medium" | "low";
   }>;
   preference_updates: Array<{
@@ -93,17 +84,26 @@ interface RouterOutput {
     source: "inferred";
   }>;
   missing_required: string[];         // required slot names the turn/profile/defaults did not fill
+  tool_bundles: Array<"core_market" | "options" | "macro" | "sentiment" | "sec" | "clarification">;
+  diagnostics: Array<{ code: string; message: string }>;
   reasoning: string;                  // one or two short sentences; used for debugging only
 }`;
 const ROUTING_RULES = `Routing rules:
-- Choose route = "workflow" ONLY when the turn clearly matches one of the workflows below AND required slots are filled (from the turn OR the profile snapshot).
-- Choose route = "fallback" for anything else — including simple data fetches like "AAPL quote", open-ended questions like "entry levels on ASTS for 6 months", or cases where required slots are missing.
-- DO NOT invent a "direct_tool" or "needs_clarification" route. Only "workflow" or "fallback" are valid.
-- If required slots are missing (e.g. options workflow needs a symbol, portfolio needs a budget), still pick the closest route but list the missing slot names in missing_required. The main agent will use ask_user to collect them.
+- Choose routeKind = "workflow_dispatch" ONLY when the turn clearly matches a dispatchable workflow (portfolio_builder, options_screener, or compare_assets) AND required slots are filled from the turn, trusted prior context, or profile snapshot.
+- For single_asset_analysis, watchlist_or_tracking, and general_finance_qa, set routeKind = "agent_task" even when you set the workflow label. These are workflow labels for prompt/tool policy, not structured workflow dispatch.
+- Choose routeKind = "agent_task" for in-scope finance work that should be answered by the main agent, including simple data fetches like "AAPL quote" and open-ended questions like "entry levels on ASTS for 6 months".
+- Choose routeKind = "clarification" when required slots are missing (e.g. options workflow needs a symbol, portfolio needs a budget). List specific slot names in missing_required. The main agent will use ask_user to collect them.
+- Choose routeKind = "pass_through" when the request is outside OpenCandle's finance task surface.
+- Set legacy route = "workflow" only for routeKind = "workflow_dispatch"; otherwise set legacy route = "fallback".
+- DO NOT invent a "direct_tool" route. Tool execution belongs to the main agent.
+- For covered call prompts, distinguish the owned underlying from catalyst tickers. Put the owned symbol first in symbols, set heldSymbol to the owned symbol, put event/context tickers in catalystSymbols, set workflow="options_screener", and preserve costBasis if stated.
+- For protective put prompts, treat the owned/held ticker as the option-chain underlying, set optionStrategy="protective_put", direction="bearish", and preserve shareQuantity if stated. This is a hedge on an existing long share position, not a bullish call screen.
 - Source attribution rules (per-slot source field):
   - source = "user": the value came from THIS turn's text.
   - source = "preference": the value came from profileSnapshot (not this turn).
   - source = "default": a sensible default was applied (workflow fallback).
+  - source = "prior_context": the value came from prior conversation turns.
+  - source = "memory": the value came from retrieved non-profile memory.
 - Preference updates:
   - Emit preference_updates ONLY for stable user-dispositions stated (or very strongly implied) in the current turn. E.g. "I'm aggressive" → risk_profile=aggressive, high.
   - Do NOT emit preference_updates that merely echo profileSnapshot.
@@ -112,6 +112,9 @@ const ROUTING_RULES = `Routing rules:
 export function buildRouterPrompt(input) {
     return `You are OpenCandle's routing agent. Your job is to classify the user's turn into one of the known workflows (or fallback), extract entities + per-slot provenance, and surface any stable preferences the user expressed. Your output feeds the main analyst agent — it does NOT go to the user.
 
+ROUTE KINDS:
+${renderRouteKinds()}
+
 WORKFLOW CATALOG:
 ${renderCatalog()}
 

package/dist/routing/router-prompt.js.map

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+{"version":3,"file":"router-prompt.js","sourceRoot":"","sources":["../../src/routing/router-prompt.ts"],"names":[],"mappings":"AAAA,OAAO,EACL,yBAAyB,EACzB,4BAA4B,GAC7B,MAAM,qBAAqB,CAAC;AAG7B;;;;;;;;;GASG;AAEH,SAAS,aAAa;IACpB,MAAM,YAAY,GAA2B;QAC3C,iBAAiB,EAAE,2EAA2E;QAC9F,gBAAgB,EAAE,kEAAkE;QACpF,cAAc,EAAE,0EAA0E;QAC1F,qBAAqB,EAAE,6EAA6E;QACpG,qBAAqB,EAAE,uEAAuE;QAC9F,kBAAkB,EAAE,mIAAmI;KACxJ,CAAC;IAEF,OAAO,MAAM,CAAC,MAAM,CAAC,4BAA4B,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;QAC3D,MAAM,QAAQ,GAAG,CAAC,CAAC,aAAa,CAAC,MAAM,GAAG,CAAC;YACzC,CAAC,CAAC,eAAe,CAAC,CAAC,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,GAAG;YAC9C,CAAC,CAAC,EAAE,CAAC;QACP,MAAM,IAAI,GAAG,CAAC,CAAC,YAAY,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,2BAA2B,CAAC;QACpF,OAAO,MAAM,CAAC,CAAC,QAAQ,MAAM,IAAI,MAAM,YAAY,CAAC,CAAC,CAAC,QAAQ,CAAC,GAAG,QAAQ,EAAE,CAAC;IAC/E,CAAC,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,gBAAgB;IACvB,OAAO,MAAM,CAAC,MAAM,CAAC,yBAAyB,CAAC;SAC5C,GAAG,CAAC,CAAC,KAAK,EAAE,EAAE,CAAC,MAAM,KAAK,CAAC,SAAS,sBAAsB,KAAK,CAAC,WAAW,GAAG,CAAC;SAC/E,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,aAAa,CAAC,OAAgC;IACrD,MAAM,OAAO,GAAG,MAAM,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC;IACxC,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,SAAS,CAAC;IAC3C,OAAO,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,KAAK,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC5E,CAAC;AAED,SAAS,gBAAgB,CACvB,KAA0D;IAE1D,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,QAAQ,CAAC;IACxC,OAAO,KAAK;SACT,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,IAAI,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,CAAC;SACtE,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,gBAAgB,CACvB,IAKE;IAEF,IAAI,IAAI,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,QAAQ,CAAC;IACvC,OAAO,IAAI;SACR,GAAG,CACF,CAAC,CAAC,EAAE,EAAE,CACJ,KAAK,CAAC,CAAC,SAAS,IAAI,CAAC,CAAC,QAAQ,IAAI,CAAC,CAAC,YAAY,IAAI,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,EAAE,EAAE,CAC/G;SACA,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,MAAM,WAAW,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoClB,CAAC;AAEH,MAAM,aAAa,GAAG;;;;;;;;;;;;;;;;;;;;4EAoBsD,CAAC;AAE7E,MAAM,UAAU,iBAAiB,CAAC,KAAyB;IACzD,OAAO;;;EAGP,gBAAgB,EAAE;;;EAGlB,aAAa,EAAE;;EAEf,WAAW;;EAEX,aAAa;;;;;EAKb,aAAa,CAAC,KAAK,CAAC,eAAe,CAAC;;;EAGpC,gBAAgB,CAAC,KAAK,CAAC,kBAAkB,CAAC;;;EAG1C,gBAAgB,CAAC,KAAK,CAAC,UAAU,CAAC;;;EAGlC,KAAK,CAAC,IAAI;;4CAEgC,CAAC;AAC7C,CAAC"}

package/dist/routing/router-types.d.ts

@@ -1,5 +1,7 @@
 import type { ExtractedEntities, SlotSource, WorkflowType } from "./types.js";
 export type RouterRoute = "workflow" | "fallback";
+export type RouterRouteKind = "workflow_dispatch" | "agent_task" | "clarification" | "pass_through";
+export type ToolBundleName = "core_market" | "options" | "macro" | "sentiment" | "sec" | "clarification";
 export type RouterConfidence = "high" | "medium" | "low";
 export interface RouterSlot {
     value: unknown;
@@ -12,6 +14,10 @@ export interface RouterPreferenceUpdate {
     confidence: RouterConfidence;
     source: "inferred";
 }
+export interface RouterDiagnostic {
+    code: string;
+    message: string;
+}
 /**
  * Structured output from the LLM router. Mirrors existing types
  * (`ClassificationResult`, `ExtractedEntities`, `SlotSource`) so downstream
@@ -21,12 +27,15 @@ export interface RouterPreferenceUpdate {
  * routes, `workflow_type` at the storage layer is the sentinel `"fallback"`.
  */
 export interface RouterOutput {
+    routeKind: RouterRouteKind;
     route: RouterRoute;
     workflow?: Exclude<WorkflowType, "unclassified">;
     entities: ExtractedEntities;
     slots: Record<string, RouterSlot>;
     preference_updates: RouterPreferenceUpdate[];
     missing_required: string[];
+    tool_bundles: ToolBundleName[];
+    diagnostics: RouterDiagnostic[];
     reasoning: string;
 }
 /** Context passed into the router on each turn. */

package/dist/routing/router.d.ts

@@ -8,3 +8,4 @@ import type { RouterInputContext, RouterLlmClient, RouterOutput } from "./router
  */
 export declare function route(input: RouterInputContext, client: RouterLlmClient): Promise<RouterOutput>;
 export declare function validateRouterOutput(raw: string): RouterOutput;
+export declare function postProcessRouterOutput(text: string, output: RouterOutput): RouterOutput;