opencandle 0.4.0 → 0.6.0

package/dist/providers/yahoo-finance.js

@@ -1,9 +1,12 @@
-import { httpGet } from "../infra/http-client.js";
-import { cache, TTL, STALE_LIMIT } from "../infra/cache.js";
-import { rateLimiter } from "../infra/rate-limiter.js";
 import { StealthBrowser } from "../infra/browser.js";
+import { cache, STALE_LIMIT, TTL } from "../infra/cache.js";
+import { HttpError, httpGet } from "../infra/http-client.js";
+import { rateLimiter } from "../infra/rate-limiter.js";
 import { computeGreeks } from "../tools/options/greeks.js";
+import { InvalidSymbolError } from "./errors.js";
 const BASE_URL = "https://query1.finance.yahoo.com/v8/finance/chart";
+const QUOTE_SUMMARY_URL = "https://query1.finance.yahoo.com/v10/finance/quoteSummary";
+const STALE_QUOTE_MAX_RETRY_AFTER_MS = 1_000;
 export async function getQuote(symbol) {
     const cacheKey = `yahoo:quote:${symbol}`;
     const cached = cache.get(cacheKey);
@@ -14,6 +17,7 @@ export async function getQuote(symbol) {
         const url = `${BASE_URL}/${encodeURIComponent(symbol)}?interval=1d&range=1d`;
         const data = await httpGet(url, {
             headers: { "User-Agent": "OpenCandle/1.0" },
+            maxRetryAfterMs: STALE_QUOTE_MAX_RETRY_AFTER_MS,
         });
         if (data.chart.error) {
             throw new Error(`Yahoo Finance: ${data.chart.error.description}`);
@@ -42,7 +46,13 @@ export async function getQuote(symbol) {
             week52High: meta.fiftyTwoWeekHigh ?? 0,
             week52Low: meta.fiftyTwoWeekLow ?? 0,
             timestamp: Date.now(),
+            currency: typeof meta.currency === "string" && meta.currency.trim() !== ""
+                ? meta.currency.trim().toUpperCase()
+                : null,
         };
+        if (isZeroResultQuote(quote)) {
+            throw new InvalidSymbolError(symbol.toUpperCase(), "yahoo");
+        }
         cache.set(cacheKey, quote, TTL.QUOTE);
         return quote;
     }
@@ -53,6 +63,13 @@ export async function getQuote(symbol) {
         throw error;
     }
 }
+function isZeroResultQuote(quote) {
+    return (quote.price === 0 &&
+        quote.volume === 0 &&
+        quote.week52High === 0 &&
+        quote.week52Low === 0 &&
+        quote.marketCap === 0);
+}
 export async function getHistory(symbol, range = "6mo", interval = "1d") {
     const cacheKey = `yahoo:history:${symbol}:${range}:${interval}`;
     const cached = cache.get(cacheKey);
@@ -90,8 +107,119 @@ export async function getHistory(symbol, range = "6mo", interval = "1d") {
         throw error;
     }
 }
+export async function getFundHoldings(symbol) {
+    const normalizedSymbol = symbol.toUpperCase();
+    const cacheKey = `yahoo:fund-holdings:${normalizedSymbol}`;
+    const cached = cache.get(cacheKey);
+    if (cached)
+        return cached;
+    try {
+        await rateLimiter.acquire("yahoo");
+        const data = await getFundHoldingsSummary(normalizedSymbol);
+        const result = data.quoteSummary.result?.[0];
+        if (data.quoteSummary.error) {
+            throw new Error(`Yahoo Finance: ${data.quoteSummary.error.description ?? data.quoteSummary.error.code ?? "quoteSummary error"}`);
+        }
+        if (!result?.topHoldings?.holdings?.length) {
+            throw new Error(`Yahoo Finance: no fund holdings returned for ${normalizedSymbol}`);
+        }
+        const holdings = {
+            symbol: result.price?.symbol?.toUpperCase() ?? normalizedSymbol,
+            name: result.price?.shortName ?? result.price?.longName,
+            provider: "yahoo",
+            holdings: result.topHoldings.holdings.flatMap((holding) => {
+                const holdingSymbol = holding.symbol?.trim().toUpperCase();
+                const weight = normalizeHoldingWeight(holding.holdingPercent);
+                if (!holdingSymbol || weight === undefined)
+                    return [];
+                return [
+                    {
+                        symbol: holdingSymbol,
+                        name: holding.holdingName?.trim() || holdingSymbol,
+                        weight,
+                    },
+                ];
+            }),
+            sectorWeights: normalizeSectorWeights(result.topHoldings.equityHoldings?.sectorWeightings),
+        };
+        if (holdings.holdings.length === 0) {
+            throw new Error(`Yahoo Finance: no weighted fund holdings returned for ${normalizedSymbol}`);
+        }
+        cache.set(cacheKey, holdings, TTL.FUNDAMENTALS);
+        return holdings;
+    }
+    catch (error) {
+        const stale = cache.getStale(cacheKey, STALE_LIMIT.FUNDAMENTALS);
+        if (stale)
+            return stale.value;
+        throw error;
+    }
+}
+async function getFundHoldingsSummary(symbol) {
+    try {
+        return await fetchFundHoldingsSummary(symbol);
+    }
+    catch (error) {
+        if (!isYahooAuthError(error))
+            throw error;
+        return fetchFundHoldingsSummaryWithCrumb(symbol);
+    }
+}
+async function fetchFundHoldingsSummary(symbol) {
+    const modules = encodeURIComponent("price,topHoldings");
+    const url = `${QUOTE_SUMMARY_URL}/${encodeURIComponent(symbol)}?modules=${modules}`;
+    return httpGet(url, {
+        headers: { "User-Agent": "OpenCandle/1.0" },
+    });
+}
+async function fetchFundHoldingsSummaryWithCrumb(symbol) {
+    const modules = encodeURIComponent("price,topHoldings");
+    const { crumb, cookie } = await getYahooCrumb();
+    const url = `${QUOTE_SUMMARY_URL}/${encodeURIComponent(symbol)}?modules=${modules}&crumb=${encodeURIComponent(crumb)}`;
+    try {
+        return await httpGet(url, {
+            headers: { "User-Agent": BROWSER_UA, Cookie: cookie },
+        });
+    }
+    catch (error) {
+        if (!isYahooAuthError(error))
+            throw error;
+        clearCrumbCache();
+        const fresh = await getYahooCrumb();
+        const retryUrl = `${QUOTE_SUMMARY_URL}/${encodeURIComponent(symbol)}?modules=${modules}&crumb=${encodeURIComponent(fresh.crumb)}`;
+        return httpGet(retryUrl, {
+            headers: { "User-Agent": BROWSER_UA, Cookie: fresh.cookie },
+        });
+    }
+}
+function isYahooAuthError(error) {
+    return error instanceof HttpError && (error.status === 401 || error.status === 429);
+}
+function normalizeHoldingWeight(value) {
+    const numeric = typeof value === "number" ? value : value?.raw;
+    if (numeric === undefined || !Number.isFinite(numeric) || numeric <= 0)
+        return undefined;
+    return numeric > 1 ? roundWeight(numeric / 100) : roundWeight(numeric);
+}
+function normalizeSectorWeights(sectors) {
+    if (!sectors?.length)
+        return undefined;
+    const weights = {};
+    for (const sector of sectors) {
+        for (const [name, rawWeight] of Object.entries(sector)) {
+            const weight = normalizeHoldingWeight(rawWeight);
+            if (weight !== undefined)
+                weights[name] = weight;
+        }
+    }
+    return Object.keys(weights).length > 0 ? weights : undefined;
+}
+function roundWeight(value) {
+    return Math.round(value * 10_000) / 10_000;
+}
 // --- Options Chain (v7 API with crumb+cookie auth) ---
 const BROWSER_UA = "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Safari/537.36";
+const YAHOO_RAW_FETCH_TIMEOUT_MS = 10_000;
 let cachedCrumb = null;
 export function clearCrumbCache() {
     cachedCrumb = null;
@@ -103,14 +231,25 @@ export async function getYahooCrumb() {
     // Step 1: Hit fc.yahoo.com to get a session cookie
     const cookieRes = await fetch("https://fc.yahoo.com/t", {
         headers: { "User-Agent": BROWSER_UA },
+        signal: yahooRawFetchSignal(),
     });
     const setCookie = cookieRes.headers.get("set-cookie") ?? "";
     const cookie = setCookie.split(";")[0]; // Extract just the cookie value
+    if (!cookie) {
+        if (!cookieRes.ok) {
+            throw new Error(`Yahoo crumb cookie request failed: HTTP ${cookieRes.status} ${cookieRes.statusText}`.trim());
+        }
+        throw new Error("Yahoo crumb cookie request did not return a session cookie");
+    }
     // Step 2: Use the cookie to get a crumb
     const crumbRes = await fetch("https://query2.finance.yahoo.com/v1/test/getcrumb", {
         headers: { "User-Agent": BROWSER_UA, Cookie: cookie },
+        signal: yahooRawFetchSignal(),
     });
-    const crumb = await crumbRes.text();
+    if (!crumbRes.ok) {
+        throw new Error(`Yahoo crumb request failed: HTTP ${crumbRes.status} ${crumbRes.statusText}`.trim());
+    }
+    const crumb = (await crumbRes.text()).trim();
     if (!crumb || crumb.includes("Unauthorized")) {
         throw new Error("Failed to acquire Yahoo Finance crumb");
     }
@@ -123,14 +262,15 @@ export async function getOptionsChain(symbol, expiration) {
     if (cached)
         return cached;
     await rateLimiter.acquire("yahoo");
-    const { crumb, cookie } = await getYahooCrumb();
     const dateParam = expiration ? `&date=${expiration}` : "";
-    const url = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(crumb)}${dateParam}`;
     let res = null;
     let fetchError;
     try {
+        const { crumb, cookie } = await getYahooCrumb();
+        const url = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(crumb)}${dateParam}`;
         res = await fetch(url, {
             headers: { "User-Agent": BROWSER_UA, Cookie: cookie },
+            signal: yahooRawFetchSignal(),
         });
     }
     catch (error) {
@@ -144,6 +284,7 @@ export async function getOptionsChain(symbol, expiration) {
             const retryUrl = `https://query1.finance.yahoo.com/v7/finance/options/${encodeURIComponent(symbol)}?crumb=${encodeURIComponent(fresh.crumb)}${dateParam}`;
             res = await fetch(retryUrl, {
                 headers: { "User-Agent": BROWSER_UA, Cookie: fresh.cookie },
+                signal: yahooRawFetchSignal(),
             });
         }
         catch (error) {
@@ -157,7 +298,7 @@ export async function getOptionsChain(symbol, expiration) {
         try {
             const browserData = await fetchOptionsViaBrowser(symbol, expiration);
             if (browserData) {
-                const chain = parseOptionsResponse(symbol, browserData);
+                const chain = parseOptionsResponse(browserData);
                 cache.set(cacheKey, chain, TTL.OPTIONS_CHAIN);
                 return chain;
             }
@@ -180,13 +321,18 @@ export async function getOptionsChain(symbol, expiration) {
             const message = fetchError instanceof Error ? fetchError.message : "Yahoo Finance options: fetch failed";
             throw new Error(`${message}; browser fallback failed: ${browserError.message}`);
         }
-        throw fetchError instanceof Error ? fetchError : new Error("Yahoo Finance options: fetch failed");
+        throw fetchError instanceof Error
+            ? fetchError
+            : new Error("Yahoo Finance options: fetch failed");
     }
     const data = await res.json();
-    const chain = parseOptionsResponse(symbol, data);
+    const chain = parseOptionsResponse(data);
     cache.set(cacheKey, chain, TTL.OPTIONS_CHAIN);
     return chain;
 }
+function yahooRawFetchSignal() {
+    return AbortSignal.timeout(YAHOO_RAW_FETCH_TIMEOUT_MS);
+}
 /**
  * Compute time to expiry in years from a Yahoo expiration timestamp (midnight UTC).
  * US equity options expire at 4:00 PM ET. During EDT that is 20:00 UTC.
@@ -203,7 +349,64 @@ export function computeTimeToExpiry(expirationTs, nowMs = Date.now()) {
         return 0;
     return Math.max(MIN_TIME_YEARS, remainingS / SECONDS_PER_YEAR);
 }
-function parseOptionsResponse(symbol, data) {
+function getUsOptionsMarketSession(now = new Date()) {
+    const parts = new Intl.DateTimeFormat("en-US", {
+        timeZone: "America/New_York",
+        weekday: "short",
+        hour: "2-digit",
+        minute: "2-digit",
+        hour12: false,
+    }).formatToParts(now);
+    const part = (type) => parts.find((p) => p.type === type)?.value ?? "";
+    const weekday = part("weekday");
+    if (weekday === "Sat" || weekday === "Sun")
+        return "closed";
+    const hour = Number(part("hour"));
+    const minute = Number(part("minute"));
+    const minutes = hour * 60 + minute;
+    if (minutes < 9 * 60 + 30)
+        return "pre_market";
+    if (minutes < 16 * 60)
+        return "regular";
+    return "after_hours";
+}
+function buildOptionsQuoteStatus(contracts, now = new Date()) {
+    const marketSession = getUsOptionsMarketSession(now);
+    const totalContracts = contracts.length;
+    const zeroBidAskContracts = contracts.filter((c) => c.bid === 0 && c.ask === 0).length;
+    const allZeroBidAsk = totalContracts > 0 && zeroBidAskContracts === totalContracts;
+    const hasLiveBidAsk = contracts.some((c) => c.bid > 0 || c.ask > 0);
+    if (allZeroBidAsk && marketSession !== "regular") {
+        return {
+            marketSession,
+            bidAskState: "closed_market_or_stale_quotes",
+            zeroBidAskContracts,
+            totalContracts,
+            warning: "All option contracts have $0.00/$0.00 bid/ask before regular options trading or outside market hours; treat bid/ask as closed-market or stale until the market opens.",
+        };
+    }
+    if (allZeroBidAsk) {
+        return {
+            marketSession,
+            bidAskState: "live_zero_bid_ask",
+            zeroBidAskContracts,
+            totalContracts,
+            warning: "All option contracts have $0.00/$0.00 bid/ask during regular options trading hours; verify with a broker, but this may indicate live illiquidity.",
+        };
+    }
+    return {
+        marketSession,
+        bidAskState: hasLiveBidAsk ? "live_quotes" : "mixed_or_unknown",
+        zeroBidAskContracts,
+        totalContracts,
+        ...(marketSession !== "regular"
+            ? {
+                warning: "Options bid/ask quotes may be stale outside regular options trading hours; verify live executable prices after the market opens.",
+            }
+            : {}),
+    };
+}
+function parseOptionsResponse(data) {
     if (data.optionChain.error) {
         throw new Error(`Yahoo Finance options: ${JSON.stringify(data.optionChain.error)}`);
     }
@@ -211,6 +414,9 @@ function parseOptionsResponse(symbol, data) {
     const quote = result.quote;
     const underlyingPrice = quote.regularMarketPrice ?? 0;
     const opts = result.options[0];
+    if (!opts && underlyingPrice === 0) {
+        throw new InvalidSymbolError(result.underlyingSymbol, "yahoo");
+    }
     const riskFreeRate = 0.05;
     const expirationTs = opts.expirationDate;
     const expirationDate = new Date(expirationTs * 1000).toISOString().split("T")[0];
@@ -218,7 +424,14 @@ function parseOptionsResponse(symbol, data) {
     const mapContract = (c, type) => {
         const strike = c.strike ?? c.strike?.raw ?? 0;
         const iv = c.impliedVolatility ?? c.impliedVolatility?.raw ?? 0;
-        const greeks = computeGreeks({ type, spot: underlyingPrice, strike, timeYears, iv, riskFreeRate });
+        const greeks = computeGreeks({
+            type,
+            spot: underlyingPrice,
+            strike,
+            timeYears,
+            iv,
+            riskFreeRate,
+        });
         return {
             contractSymbol: c.contractSymbol ?? "",
             type,
@@ -238,6 +451,7 @@ function parseOptionsResponse(symbol, data) {
     const puts = (opts.puts ?? []).map((c) => mapContract(c, "put"));
     const totalCallVolume = calls.reduce((s, c) => s + c.volume, 0);
     const totalPutVolume = puts.reduce((s, c) => s + c.volume, 0);
+    const quoteStatus = buildOptionsQuoteStatus([...calls, ...puts]);
     return {
         symbol: result.underlyingSymbol,
         underlyingPrice,
@@ -248,6 +462,7 @@ function parseOptionsResponse(symbol, data) {
         totalCallVolume,
         totalPutVolume,
         putCallRatio: totalCallVolume > 0 ? totalPutVolume / totalCallVolume : 0,
+        quoteStatus,
         fetchedAt: new Date().toISOString(),
     };
 }

package/dist/providers/yahoo-finance.js.map

@@ -1 +1 @@
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package/dist/routing/classify-intent.d.ts

@@ -1,2 +1,11 @@
 import type { ClassificationResult } from "./types.js";
+/**
+ * @deprecated Use the LLM router (`route`) for new classification paths; keep this only for rules-mode fallback and deterministic safety nets.
+ */
 export declare function classifyIntent(input: string): ClassificationResult;
+/**
+ * Deterministic finance-vocabulary check for rules-mode fallback turns whose
+ * intent did not match a workflow and whose entities carry no symbols (for
+ * example theme prompts about private companies or sectors).
+ */
+export declare function hasFinanceSignals(input: string): boolean;

package/dist/routing/classify-intent.js

@@ -19,7 +19,21 @@ 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 +58,59 @@ 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",
@@ -57,6 +124,14 @@ const RULES = [
             return hasOptionKeywords && entities.symbols.length >= 1;
         },
     },
+    // Stateful portfolio/watchlist/alert/prediction mutations must not be
+    // mistaken for compare or portfolio-construction workflows just because a
+    // cost basis, target, or currency token is present.
+    {
+        workflow: "watchlist_or_tracking",
+        confidence: 0.95,
+        test: (input) => isStatefulTrackingRequest(input),
+    },
     // Compare: keyword + 2+ symbols (uppercase)
     {
         workflow: "compare_assets",
@@ -74,9 +149,10 @@ 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 +214,9 @@ 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 +245,75 @@ 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;
+}
+function isStatefulTrackingRequest(input) {
+    const lower = input.toLowerCase();
+    const hasPortfolioConstructionIntent = /\b(?:build|create|construct|put\s+together)\b/.test(lower) &&
+        /\bportfolio\b/.test(lower) &&
+        /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
+    const hasStateVerb = /\b(?:add|remove|update|record|track|create|configure|check|show|list|view|cancel)\b/.test(lower);
+    const hasStateObject = /\b(?:watchlist|portfolio|holding|holdings|position|positions|prediction|predictions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(lower);
+    const hasPortfolioLotShape = /\b(?:add|record|track)\b/.test(lower) &&
+        /\b\d+(?:\.\d+)?\s+shares?\b/.test(lower) &&
+        /\b(?:portfolio|holding|holdings|position|positions)\b/.test(lower);
+    if (hasPortfolioConstructionIntent)
+        return false;
+    return (hasStateVerb && hasStateObject) || hasPortfolioLotShape;
+}
+const FINANCE_SIGNAL_TERMS = [
+    "stock",
+    "stocks",
+    "shares",
+    "ticker",
+    "tickers",
+    "etf",
+    "etfs",
+    "ipo",
+    "earnings",
+    "dividend",
+    "dividends",
+    "valuation",
+    "stock market",
+    "invest",
+    "investing",
+    "investment",
+    "portfolio",
+    "watchlist",
+    "bond",
+    "bonds",
+    "bond yield",
+    "treasury",
+    "the fed",
+    "inflation",
+    "interest rates",
+    "crypto",
+    "bitcoin",
+    "ethereum",
+    "options chain",
+    "covered call",
+    "puts",
+    "bullish",
+    "bearish",
+    "hedge",
+    "price target",
+    "cost basis",
+    "nasdaq",
+    "s&p",
+];
+const FINANCE_SIGNAL_PATTERN = new RegExp(`\\b(?:${FINANCE_SIGNAL_TERMS.map((term) => term.replace(/[.*+?^${}()|[\]\\]/g, "\\$&")).join("|")})\\b`, "i");
+/**
+ * Deterministic finance-vocabulary check for rules-mode fallback turns whose
+ * intent did not match a workflow and whose entities carry no symbols (for
+ * example theme prompts about private companies or sectors).
+ */
+export function hasFinanceSignals(input) {
+    return FINANCE_SIGNAL_PATTERN.test(input);
+}
 //# sourceMappingURL=classify-intent.js.map