opencandle 0.4.0 → 0.6.0

package/dist/routing/horizon.js

@@ -0,0 +1,10 @@
+export function isLongInvestmentHorizon(timeHorizon) {
+    if (!timeHorizon)
+        return false;
+    const normalized = timeHorizon.toLowerCase();
+    if (normalized === "long" || normalized === "long_term")
+        return true;
+    const years = normalized.match(/^(\d+)_years$/);
+    return years ? Number(years[1]) >= 3 : false;
+}
+//# sourceMappingURL=horizon.js.map

package/dist/routing/horizon.js.map

@@ -0,0 +1 @@
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package/dist/routing/index.d.ts

@@ -1,9 +1,15 @@
-export { classifyIntent } from "./classify-intent.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 { classifyIntent, hasFinanceSignals } from "./classify-intent.js";
+export { OPTIONS_SCREENER_DEFAULTS, PORTFOLIO_DEFAULTS, parseDteTarget } from "./defaults.js";
+export { extractBudget, extractEntities } from "./entity-extractor.js";
+export { classifyWithLegacyRules } from "./legacy-rule-router.js";
+export type { AnswerContractId, CapabilityGapId, CommitmentMode, EvidencePlanId, PlanningBehaviorMode, PlanningEnvelope, PlanningSelection, PolicyCardId, StructuredCheckId, TaskFamily, } from "./planning.js";
+export { buildPlanningEnvelope, PLANNING_MANIFEST, PLANNING_VERSION, validatePlanningSelection, } from "./planning.js";
+export { activeToolsForBundles, computeMissingRequiredSlots, isDispatchableWorkflow, legacyRouteForRouteKind, memoryScopesForRoute, ROUTE_CAPABILITY_MANIFEST, ROUTE_KINDS, routeKindFromLegacyRoute, selectToolBundles, TOOL_BUNDLE_TOOLS, WORKFLOW_CAPABILITY_MANIFEST, } from "./route-manifest.js";
 export { route, validateRouterOutput } from "./router.js";
 export { createPiAiRouterClient } from "./router-llm-client.js";
 export { buildRouterPrompt } from "./router-prompt.js";
-export type { WorkflowType, ClassificationResult, ExtractedEntities, PortfolioSlots, OptionsScreenerSlots, CompareAssetsSlots, SlotResolution, SlotSource, } from "./types.js";
-export type { RouterOutput, RouterRoute, RouterSlot, RouterConfidence, RouterPreferenceUpdate, RouterInputContext, RouterLlmClient, } from "./router-types.js";
+export type { RouterConfidence, RouterDiagnostic, RouterInputContext, RouterLlmClient, RouterOutput, RouterPreferenceUpdate, RouterRoute, RouterRouteKind, RouterSlot, ToolBundleName, } from "./router-types.js";
+export { resolveOptionsScreenerSlots, resolvePortfolioSlots } from "./slot-resolver.js";
+export type { MemoryProvenance, MemoryQueryPlan, ResolvedTurnContext, } from "./turn-context.js";
+export { buildMemoryQueryPlan, buildResolvedTurnContext, } from "./turn-context.js";
+export type { ClassificationResult, CompareAssetsSlots, ExtractedEntities, OptionsScreenerSlots, PortfolioSlots, SlotResolution, SlotSource, WorkflowType, } from "./types.js";

package/dist/routing/index.js

@@ -1,8 +1,12 @@
-export { classifyIntent } from "./classify-intent.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 { classifyIntent, hasFinanceSignals } from "./classify-intent.js";
+export { OPTIONS_SCREENER_DEFAULTS, PORTFOLIO_DEFAULTS, parseDteTarget } from "./defaults.js";
+export { extractBudget, extractEntities } from "./entity-extractor.js";
+export { classifyWithLegacyRules } from "./legacy-rule-router.js";
+export { buildPlanningEnvelope, PLANNING_MANIFEST, PLANNING_VERSION, validatePlanningSelection, } from "./planning.js";
+export { activeToolsForBundles, computeMissingRequiredSlots, isDispatchableWorkflow, legacyRouteForRouteKind, memoryScopesForRoute, ROUTE_CAPABILITY_MANIFEST, ROUTE_KINDS, routeKindFromLegacyRoute, selectToolBundles, TOOL_BUNDLE_TOOLS, WORKFLOW_CAPABILITY_MANIFEST, } from "./route-manifest.js";
 export { route, validateRouterOutput } from "./router.js";
 export { createPiAiRouterClient } from "./router-llm-client.js";
 export { buildRouterPrompt } from "./router-prompt.js";
+export { resolveOptionsScreenerSlots, resolvePortfolioSlots } from "./slot-resolver.js";
+export { buildMemoryQueryPlan, buildResolvedTurnContext, } from "./turn-context.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,iBAAiB,EAAE,MAAM,sBAAsB,CAAC;AACzE,OAAO,EAAE,yBAAyB,EAAE,kBAAkB,EAAE,cAAc,EAAE,MAAM,eAAe,CAAC;AAC9F,OAAO,EAAE,aAAa,EAAE,eAAe,EAAE,MAAM,uBAAuB,CAAC;AACvE,OAAO,EAAE,uBAAuB,EAAE,MAAM,yBAAyB,CAAC;AAalE,OAAO,EACL,qBAAqB,EACrB,iBAAiB,EACjB,gBAAgB,EAChB,yBAAyB,GAC1B,MAAM,eAAe,CAAC;AACvB,OAAO,EACL,qBAAqB,EACrB,2BAA2B,EAC3B,sBAAsB,EACtB,uBAAuB,EACvB,oBAAoB,EACpB,yBAAyB,EACzB,WAAW,EACX,wBAAwB,EACxB,iBAAiB,EACjB,iBAAiB,EACjB,4BAA4B,GAC7B,MAAM,qBAAqB,CAAC;AAC7B,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;AAavD,OAAO,EAAE,2BAA2B,EAAE,qBAAqB,EAAE,MAAM,oBAAoB,CAAC;AAMxF,OAAO,EACL,oBAAoB,EACpB,wBAAwB,GACzB,MAAM,mBAAmB,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 ArtifactContractId } from "../runtime/artifact-contracts.js";
+import type { RouterDiagnostic, RouterInputContext, RouterOutput, RouterRouteKind, ToolBundleName } from "./router-types.js";
+import type { WorkflowType } from "./types.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 {};