opencandle 0.4.0 → 0.6.0

package/dist/routing/planning.js

@@ -0,0 +1,562 @@
+import { artifactContractIdsForPlanning, } from "../runtime/artifact-contracts.js";
+export const PLANNING_VERSION = "planning-v1";
+export const CAPABILITY_GAP_REGISTRY = {
+    market_calendar: {
+        id: "market_calendar",
+        label: "Market calendar",
+        description: "Exchange holiday and session-state data beyond deterministic weekday/known-holiday grounding.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    etf_holdings_overlap: {
+        id: "etf_holdings_overlap",
+        label: "ETF holdings overlap",
+        description: "Exact fund holding overlap, weights, and issuer-level exposure calculations.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    brokerage_comparison: {
+        id: "brokerage_comparison",
+        label: "Brokerage comparison",
+        description: "Live brokerage fees, platform features, account support, and execution-quality comparison data.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    cash_yield_products: {
+        id: "cash_yield_products",
+        label: "Cash-yield products",
+        description: "Live HYSA, money-market, CD, T-bill, and sweep-rate comparison data.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    earnings_event_risk: {
+        id: "earnings_event_risk",
+        label: "Earnings-event risk",
+        description: "Upcoming earnings timing, transcript, implied move, and event-specific risk coverage.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    fund_tax_efficiency: {
+        id: "fund_tax_efficiency",
+        label: "Fund tax efficiency",
+        description: "Distribution, turnover, asset-location, and after-tax fund comparison data.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    forward_rate_probabilities: {
+        id: "forward_rate_probabilities",
+        label: "Forward-rate probabilities",
+        description: "Forward policy-rate probability and curve-derived expectation data.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+    sentiment_sample_depth: {
+        id: "sentiment_sample_depth",
+        label: "Sentiment sample depth",
+        description: "Coverage, sample-size, source-depth, and low-volume confidence metadata for sentiment evidence.",
+        v1Status: "classified_gap",
+        specialistCompetitive: false,
+    },
+};
+export const PLANNING_MANIFEST = {
+    single_asset_decision: {
+        routeKinds: ["agent_task"],
+        workflows: ["single_asset_analysis", "general_finance_qa", undefined],
+        taskFamily: "single_asset_decision",
+        commitmentMode: "decision",
+        policyCardId: "single_asset_decision",
+        evidencePlanId: "placeholder_single_asset_decision",
+        answerContractId: "single_asset_decision",
+        structuredCheckIds: ["required_evidence_present", "freshness_disclosed", "data_gap_disclosed"],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "options", "sentiment", "sec", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    asset_compare: {
+        routeKinds: ["workflow_dispatch", "agent_task"],
+        workflows: ["compare_assets"],
+        taskFamily: "asset_compare",
+        commitmentMode: "compare_tradeoffs",
+        policyCardId: "asset_compare",
+        evidencePlanId: "placeholder_asset_compare",
+        answerContractId: "asset_compare_tradeoff",
+        structuredCheckIds: [
+            "required_evidence_present",
+            "data_gap_disclosed",
+            "capability_gap_disclosure",
+        ],
+        capabilityGapIds: ["etf_holdings_overlap"],
+        compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    portfolio_build: {
+        routeKinds: ["workflow_dispatch"],
+        workflows: ["portfolio_builder"],
+        taskFamily: "portfolio_build",
+        commitmentMode: "construct",
+        policyCardId: "portfolio_build",
+        evidencePlanId: "placeholder_portfolio_build",
+        answerContractId: "portfolio_build",
+        structuredCheckIds: ["required_evidence_present", "commitment_mode_respected"],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
+        migrated: false,
+    },
+    portfolio_review: {
+        routeKinds: ["agent_task", "workflow_dispatch"],
+        workflows: ["general_finance_qa", "portfolio_builder"],
+        taskFamily: "portfolio_review",
+        commitmentMode: "decision",
+        policyCardId: "portfolio_review",
+        evidencePlanId: "placeholder_portfolio_review",
+        answerContractId: "portfolio_review",
+        structuredCheckIds: [
+            "required_evidence_present",
+            "data_gap_disclosed",
+            "commitment_mode_respected",
+        ],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    options_strategy: {
+        routeKinds: ["workflow_dispatch", "agent_task"],
+        workflows: ["options_screener", "general_finance_qa"],
+        taskFamily: "options_strategy",
+        commitmentMode: "decision",
+        policyCardId: "options_strategy",
+        evidencePlanId: "placeholder_options_strategy",
+        answerContractId: "options_strategy",
+        structuredCheckIds: ["required_evidence_present", "freshness_disclosed"],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "options", "sentiment", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    current_event_explanation: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", "single_asset_analysis", undefined],
+        taskFamily: "current_event_explanation",
+        commitmentMode: "framework",
+        policyCardId: "current_event_explanation",
+        evidencePlanId: "market_status",
+        answerContractId: "current_event_explanation",
+        structuredCheckIds: ["required_evidence_present", "freshness_disclosed", "data_gap_disclosed"],
+        capabilityGapIds: ["market_calendar"],
+        compatibleToolBundles: ["core_market", "macro", "sentiment", "sec", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    ticker_disambiguation: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", "single_asset_analysis", undefined],
+        taskFamily: "ticker_disambiguation",
+        commitmentMode: "framework",
+        policyCardId: "ticker_disambiguation",
+        evidencePlanId: "ticker_disambiguation",
+        answerContractId: "ticker_disambiguation",
+        structuredCheckIds: ["required_evidence_present", "data_gap_disclosed"],
+        capabilityGapIds: ["earnings_event_risk"],
+        compatibleToolBundles: ["core_market", "clarification"],
+        migrated: true,
+    },
+    filing_thesis_review: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", "single_asset_analysis"],
+        taskFamily: "filing_thesis_review",
+        commitmentMode: "framework",
+        policyCardId: "filing_thesis_review",
+        evidencePlanId: "placeholder_filing_thesis_review",
+        answerContractId: "filing_thesis_review",
+        structuredCheckIds: ["required_evidence_present", "data_gap_disclosed"],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "sec"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    sentiment_snapshot: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", "single_asset_analysis"],
+        taskFamily: "sentiment_snapshot",
+        commitmentMode: "framework",
+        policyCardId: "sentiment_snapshot",
+        evidencePlanId: "placeholder_sentiment_snapshot",
+        answerContractId: "sentiment_snapshot",
+        structuredCheckIds: [
+            "required_evidence_present",
+            "source_coverage_disclosed",
+            "data_gap_disclosed",
+        ],
+        capabilityGapIds: ["sentiment_sample_depth"],
+        compatibleToolBundles: ["core_market", "sentiment"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    concept_explainer: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", undefined],
+        taskFamily: "concept_explainer",
+        commitmentMode: "framework",
+        policyCardId: "concept_explainer",
+        evidencePlanId: "placeholder_concept_explainer",
+        answerContractId: "concept_explainer",
+        structuredCheckIds: ["commitment_mode_respected"],
+        capabilityGapIds: [],
+        compatibleToolBundles: [],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    retail_finance_tradeoff: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", undefined],
+        taskFamily: "retail_finance_tradeoff",
+        commitmentMode: "framework",
+        policyCardId: "retail_finance_tradeoff",
+        evidencePlanId: "placeholder_retail_finance_tradeoff",
+        answerContractId: "retail_tradeoff_framework",
+        structuredCheckIds: ["data_gap_disclosed", "capability_gap_disclosure"],
+        capabilityGapIds: ["brokerage_comparison", "cash_yield_products", "fund_tax_efficiency"],
+        compatibleToolBundles: [],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    stateful_tracking_update: {
+        routeKinds: ["agent_task"],
+        workflows: ["watchlist_or_tracking"],
+        taskFamily: "stateful_tracking_update",
+        commitmentMode: "update_state",
+        policyCardId: "stateful_tracking_update",
+        evidencePlanId: "placeholder_stateful_tracking_update",
+        answerContractId: "stateful_tracking_update",
+        structuredCheckIds: ["commitment_mode_respected"],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    backtest_review: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa", "single_asset_analysis"],
+        taskFamily: "backtest_review",
+        commitmentMode: "framework",
+        policyCardId: "backtest_review",
+        evidencePlanId: "placeholder_backtest_review",
+        answerContractId: "backtest_review",
+        structuredCheckIds: [
+            "required_evidence_present",
+            "data_gap_disclosed",
+            "source_coverage_disclosed",
+        ],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "options", "sentiment", "sec", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    macro_allocation_review: {
+        routeKinds: ["agent_task"],
+        workflows: ["general_finance_qa"],
+        taskFamily: "macro_allocation_review",
+        commitmentMode: "decision",
+        policyCardId: "macro_allocation_review",
+        evidencePlanId: "market_status",
+        answerContractId: "macro_allocation_review",
+        structuredCheckIds: ["required_evidence_present", "freshness_disclosed", "data_gap_disclosed"],
+        capabilityGapIds: ["market_calendar", "forward_rate_probabilities"],
+        compatibleToolBundles: ["core_market", "macro", "sentiment", "clarification"],
+        migrated: false,
+        migrationStatus: "replacement_active",
+    },
+    general_fallback: {
+        routeKinds: ["agent_task", "clarification", "pass_through"],
+        workflows: [undefined, "general_finance_qa"],
+        taskFamily: "general_fallback",
+        commitmentMode: "framework",
+        policyCardId: "general_fallback",
+        evidencePlanId: "placeholder_general_fallback",
+        answerContractId: "general_fallback",
+        structuredCheckIds: ["data_gap_disclosed"],
+        capabilityGapIds: [],
+        compatibleToolBundles: ["core_market", "clarification"],
+        migrated: false,
+    },
+};
+export function buildPlanningEnvelope(input, output, options = {}) {
+    const proposed = defaultPlanningSelection(input, output);
+    const { selection, diagnostics } = validatePlanningSelection(output, proposed);
+    const manifestEntry = PLANNING_MANIFEST[selection.taskFamily];
+    const behaviorMode = options.migrationStatuses?.[selection.taskFamily] ??
+        manifestEntry.migrationStatus ??
+        (manifestEntry.migrated ? "replacement_active" : "observe_only");
+    return {
+        version: PLANNING_VERSION,
+        ...selection,
+        behaviorMode,
+        workspacePlaceholderIds: [],
+        artifactPlaceholderIds: [],
+        artifactContractIds: artifactContractIdsForPlanning(selection),
+        diagnostics: [
+            ...diagnostics,
+            ...(output.diagnostics.length > 0
+                ? [
+                    {
+                        code: "planning_after_router_corrections",
+                        message: "planning selected after router diagnostics were applied",
+                    },
+                ]
+                : []),
+            ...(behaviorMode === "observe_only"
+                ? [
+                    {
+                        code: "planning_observe_only",
+                        message: "planning metadata is recorded without changing active prompt, route, workflow, tools, or answer behavior",
+                    },
+                ]
+                : []),
+        ],
+    };
+}
+export function validatePlanningSelection(output, proposed) {
+    const manifestEntry = PLANNING_MANIFEST[proposed.taskFamily];
+    if (isAllowedForOutput(manifestEntry, output)) {
+        return { selection: proposed, diagnostics: [] };
+    }
+    const fallback = defaultTaskFamilyForOutput(output, "");
+    return {
+        selection: selectionForTaskFamily(fallback),
+        diagnostics: [
+            {
+                code: "planning_task_family_corrected",
+                message: `${proposed.taskFamily} is not supported for ${output.routeKind}${output.workflow ? `/${output.workflow}` : ""}; using ${fallback}`,
+            },
+        ],
+    };
+}
+function defaultPlanningSelection(input, output) {
+    const selection = selectionForTaskFamily(defaultTaskFamilyForOutput(output, input.text));
+    return refinePlanningSelectionForPrompt(selection, input.text);
+}
+function selectionForTaskFamily(taskFamily) {
+    const entry = PLANNING_MANIFEST[taskFamily];
+    return {
+        taskFamily: entry.taskFamily,
+        commitmentMode: entry.commitmentMode,
+        policyCardId: entry.policyCardId,
+        evidencePlanId: entry.evidencePlanId,
+        answerContractId: entry.answerContractId,
+        structuredCheckIds: [...entry.structuredCheckIds],
+        capabilityGapIds: [...entry.capabilityGapIds],
+    };
+}
+function defaultTaskFamilyForOutput(output, text) {
+    const lower = text.toLowerCase();
+    if (output.routeKind === "clarification")
+        return "general_fallback";
+    if (output.routeKind === "pass_through")
+        return "general_fallback";
+    if (output.workflow === "portfolio_builder" &&
+        isExistingRetirementAllocationReviewPrompt(lower)) {
+        return "portfolio_review";
+    }
+    if (output.workflow === "portfolio_builder")
+        return "portfolio_build";
+    if (output.workflow === "options_screener")
+        return "options_strategy";
+    if (output.workflow === "compare_assets")
+        return "asset_compare";
+    if (output.workflow === "watchlist_or_tracking")
+        return "stateful_tracking_update";
+    if (output.entities.symbols.length === 0 && isNoToolConceptEducationPrompt(lower)) {
+        return "concept_explainer";
+    }
+    if (isTickerDisambiguationPrompt(lower)) {
+        return "ticker_disambiguation";
+    }
+    if (isOptionsStrategyPrompt(lower))
+        return "options_strategy";
+    if (/\bbacktest(?:ing|ed)?\b/.test(lower)) {
+        return "backtest_review";
+    }
+    if (/\b(?:macro|inflation|fed|rates?|duration|recession)\b/.test(lower)) {
+        return "macro_allocation_review";
+    }
+    if (/\b(?:sentiment|mood|reddit|twitter|x\/twitter)\b/.test(lower)) {
+        return "sentiment_snapshot";
+    }
+    if (isPortfolioRebalancePrompt(lower) ||
+        isAddToExistingHoldingsPrompt(lower, output.entities.symbols.length)) {
+        return "portfolio_review";
+    }
+    if (/\b(?:today|right now|this morning|after close|moved|catalyst)\b/.test(lower)) {
+        return "current_event_explanation";
+    }
+    if (/\b(?:filing|10-k|10-q|8-k|sec)\b/.test(lower)) {
+        return "filing_thesis_review";
+    }
+    if (/\b(?:brokerage|hysa|money-market|t-bills?|cds?|mortgage|taxable account)\b/.test(lower)) {
+        return "retail_finance_tradeoff";
+    }
+    if (/\b(?:btc|bitcoin|crypto)\b/.test(lower) &&
+        /\b(?:allocation|range|position\s+size|sizing|drawdown)\b/.test(lower)) {
+        return "retail_finance_tradeoff";
+    }
+    if (/\b(?:60\/40|portfolio|allocation)\b/.test(lower) &&
+        /\b(?:evaluate|evaluation|review|risk|prospects)\b/.test(lower)) {
+        return "portfolio_review";
+    }
+    if (output.entities.symbols.length === 1 &&
+        /\b(?:analyze|buy|sell|wait|avoid|recommendation|attractive)\b/.test(lower)) {
+        return "single_asset_decision";
+    }
+    if (output.workflow === "single_asset_analysis")
+        return "single_asset_decision";
+    if (/\b(?:explain|what is|what does|how to|define)\b/.test(lower) &&
+        output.entities.symbols.length === 0) {
+        return "concept_explainer";
+    }
+    return "general_fallback";
+}
+function refinePlanningSelectionForPrompt(selection, text) {
+    const lower = text.toLowerCase();
+    if (selection.taskFamily === "concept_explainer") {
+        if (isOptionsEducationPrompt(lower)) {
+            return {
+                ...selection,
+                policyCardId: "concept_options_education",
+                structuredCheckIds: mergeStructuredChecks(selection.structuredCheckIds, [
+                    "tax_caveat_present",
+                    "when_not_ideal_present",
+                ]),
+            };
+        }
+        if (isInflationCashEducationPrompt(lower)) {
+            return {
+                ...selection,
+                policyCardId: "concept_inflation_cash_education",
+                structuredCheckIds: mergeStructuredChecks(selection.structuredCheckIds, [
+                    "tax_caveat_present",
+                ]),
+            };
+        }
+        if (isValuationMetricEducationPrompt(lower)) {
+            return {
+                ...selection,
+                policyCardId: "concept_valuation_metric_education",
+            };
+        }
+    }
+    if (selection.taskFamily === "portfolio_review" &&
+        (isPortfolioRebalancePrompt(lower) || isAddToExistingHoldingsPrompt(lower, 2)) &&
+        !isExistingRetirementAllocationReviewPrompt(lower)) {
+        return {
+            ...selection,
+            policyCardId: "portfolio_rebalance_review",
+            structuredCheckIds: mergeStructuredChecks(selection.structuredCheckIds, [
+                "assumption_disclosed",
+                "target_bands_present",
+            ]),
+            capabilityGapIds: mergeCapabilityGaps(selection.capabilityGapIds, ["etf_holdings_overlap"]),
+        };
+    }
+    if (selection.taskFamily === "retail_finance_tradeoff" &&
+        /\b(?:where should|hysa|money-market|t-bills?|cds?|mortgage|versus|vs\.?|or)\b/.test(lower)) {
+        return {
+            ...selection,
+            commitmentMode: "compare_tradeoffs",
+        };
+    }
+    if (selection.taskFamily === "retail_finance_tradeoff" &&
+        /\b(?:btc|bitcoin|crypto)\b/.test(lower) &&
+        /\b(?:allocation|range|position\s+size|sizing|drawdown)\b/.test(lower)) {
+        return {
+            ...selection,
+            commitmentMode: "decision",
+        };
+    }
+    if (selection.taskFamily === "ticker_disambiguation" &&
+        /\b(?:earnings|trim|hedge|hold|event[-\s]?risk|position\s+size)\b/.test(lower)) {
+        return {
+            ...selection,
+            commitmentMode: "decision",
+        };
+    }
+    if (selection.taskFamily === "macro_allocation_review" &&
+        /\b(?:sentiment|mood|reddit|twitter|x\/twitter)\b/.test(lower)) {
+        return {
+            ...selection,
+            commitmentMode: "framework",
+            capabilityGapIds: mergeCapabilityGaps(selection.capabilityGapIds, ["sentiment_sample_depth"]),
+        };
+    }
+    return selection;
+}
+function isNoToolConceptEducationPrompt(lower) {
+    if (!/\b(?:explain|what\s+is|what\s+are|what\s+does|how\s+does|how\s+do|how\s+to|define)\b/.test(lower)) {
+        return false;
+    }
+    return (isOptionsEducationPrompt(lower) ||
+        isInflationCashEducationPrompt(lower) ||
+        isValuationMetricEducationPrompt(lower));
+}
+function isOptionsEducationPrompt(lower) {
+    return /\b(?:covered\s+calls?|protective\s+puts?|options?|option\s+premium|assignment\s+risk|strike|expiration|delta|theta|greeks?)\b/.test(lower);
+}
+function isOptionsStrategyPrompt(lower) {
+    const explicitOptionsStrategy = /\b(?:covered\s+calls?|protective\s+puts?|buy(?:ing)?\s+puts?|sell(?:ing)?\s+calls?|sell(?:ing)?\s+puts?|options?\s+income|option\s+strategy|options?\s+hedge|collar)\b/.test(lower);
+    const optionsHedge = /\bhedg(?:e|ing)\b.{0,80}\b(?:puts|put\s+options?|options?)\b/.test(lower) ||
+        /\b(?:puts|put\s+options?|options?)\b.{0,80}\bhedg(?:e|ing)\b/.test(lower);
+    return ((explicitOptionsStrategy || optionsHedge) &&
+        /\b(?:own|have|shares?|position|cost\s+basis|good\s+idea|make\s+sense|income|premium|strike|expiration|assignment|stable|flat|protect|hedge|sell)\b/.test(lower));
+}
+function isTickerDisambiguationPrompt(lower) {
+    if (/\b(?:ticker|symbol|formerly|old ticker)\b/.test(lower))
+        return true;
+    return (/\b(?:earnings are|earnings tonight)\b/.test(lower) &&
+        /\b(?:trim|hedge|hold|event[-\s]?risk|position\s+size)\b/.test(lower) &&
+        !/\b(?:covered\s+calls?|protective\s+puts?|sell(?:ing)?\s+calls?|sell(?:ing)?\s+puts?|option\s+chain|strike|expiration|premium)\b/.test(lower));
+}
+function isInflationCashEducationPrompt(lower) {
+    return (/\b(?:inflation|purchasing\s+power|real\s+returns?|cash\s+savings?|cash\s+drag|tips|short(?:er)?[-\s]?duration)\b/.test(lower) &&
+        /\b(?:cash|savings?|purchasing\s+power|real\s+returns?|bonds?|tips|protect|protection|affect)\b/.test(lower));
+}
+function isValuationMetricEducationPrompt(lower) {
+    return /\b(?:p\/e|pe\s+ratio|price[-\s]?to[-\s]?earnings|ev\/ebitda|p\/s|price[-\s]?to[-\s]?sales|valuation\s+metric|trailing|forward\s+earnings|normalized\s+earnings|cyclically\s+adjusted)\b/.test(lower);
+}
+function isPortfolioRebalancePrompt(lower) {
+    return (/\b(?:portfolio|allocation|holdings?|sleeves?|ira|etfs?|funds?|s&p\s*500|index|equity|bonds?|cash)\b/.test(lower) &&
+        /\b(?:rebalance|diversify|diversifying|concentration|overweight|underweight|target\s+bands?|drift|reduce\s+concentration|adjust|adjustment|more\s+aggressive|higher\s+growth|too\s+risky|riskier|worried|crash|hedge|protect|protection|missing\s+out\s+on\s+growth)\b/.test(lower));
+}
+function isAddToExistingHoldingsPrompt(lower, symbolCount) {
+    return (symbolCount >= 2 &&
+        /\b(?:already\s+own|already\s+hold|current(?:ly)?\s+own|existing\s+(?:holdings?|portfolio|position)|my\s+portfolio)\b/.test(lower) &&
+        /\b(?:add(?:ing)?|buy(?:ing)?|make\s+sense|fit|long[-\s]?term|growth)\b/.test(lower));
+}
+function isExistingRetirementAllocationReviewPrompt(lower) {
+    return (/\b(?:401k|401\(k\)|target[-\s]?date|tdf)\b/.test(lower) &&
+        /\b(?:mostly|current(?:ly)?|already|have|holding|invested|allocation)\b/.test(lower) &&
+        /\b(?:review|solid|worried|inflation|diversify|boost returns?|other options?|without taking crazy risks?|risk)\b/.test(lower));
+}
+function mergeCapabilityGaps(primary, secondary) {
+    const merged = [];
+    for (const gap of [...primary, ...secondary]) {
+        if (!merged.includes(gap))
+            merged.push(gap);
+    }
+    return merged;
+}
+function mergeStructuredChecks(primary, secondary) {
+    const merged = [];
+    for (const check of [...primary, ...secondary]) {
+        if (!merged.includes(check))
+            merged.push(check);
+    }
+    return merged;
+}
+function isAllowedForOutput(entry, output) {
+    if (!entry.routeKinds.includes(output.routeKind))
+        return false;
+    return entry.workflows.includes(output.workflow);
+}
+//# sourceMappingURL=planning.js.map

package/dist/routing/planning.js.map

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

@@ -0,0 +1,35 @@
+import type { MemoryCategory } from "../memory/types.js";
+import type { RouterOutput, RouterRoute, RouterRouteKind, ToolBundleName } from "./router-types.js";
+import type { ExtractedEntities, WorkflowType } from "./types.js";
+export declare const ROUTE_KINDS: readonly RouterRouteKind[];
+export declare const TOOL_BUNDLE_TOOLS: Record<ToolBundleName, readonly string[]>;
+export type PromptPlaybookId = "workflow_dispatch" | "agent_task" | "clarification" | "pass_through";
+interface RouteCapability {
+    routeKind: RouterRouteKind;
+    legacyRoute: RouterRoute;
+    promptPlaybook: PromptPlaybookId;
+    toolBundles: ToolBundleName[];
+    memoryScopes: MemoryCategory[];
+    allowWorkflow: boolean;
+}
+interface WorkflowCapability {
+    workflow: Exclude<WorkflowType, "unclassified">;
+    dispatchable: boolean;
+    requiredSlots: string[];
+    toolBundles: ToolBundleName[];
+    memoryScopes: MemoryCategory[];
+    promptPlaybook: PromptPlaybookId;
+}
+export declare const ROUTE_CAPABILITY_MANIFEST: Record<RouterRouteKind, RouteCapability>;
+export declare const WORKFLOW_CAPABILITY_MANIFEST: Record<Exclude<WorkflowType, "unclassified">, WorkflowCapability>;
+export declare function isRouteKind(value: string): value is RouterRouteKind;
+export declare function isToolBundleName(value: string): value is ToolBundleName;
+export declare function legacyRouteForRouteKind(routeKind: RouterRouteKind): RouterRoute;
+export declare function isDispatchableWorkflow(workflow: Exclude<WorkflowType, "unclassified"> | undefined): boolean;
+export declare function routeKindFromLegacyRoute(route: RouterRoute, missingRequired?: readonly string[]): RouterRouteKind;
+export declare function workflowRequiredSlots(workflow: Exclude<WorkflowType, "unclassified"> | undefined): string[];
+export declare function computeMissingRequiredSlots(workflow: Exclude<WorkflowType, "unclassified"> | undefined, entities: ExtractedEntities, slots?: RouterOutput["slots"], existingMissing?: readonly string[]): string[];
+export declare function selectToolBundles(output: Pick<RouterOutput, "routeKind" | "workflow" | "entities">): ToolBundleName[];
+export declare function activeToolsForBundles(bundles: readonly ToolBundleName[], availableToolNames?: readonly string[]): string[];
+export declare function memoryScopesForRoute(routeKind: RouterRouteKind, workflow?: Exclude<WorkflowType, "unclassified">): MemoryCategory[];
+export {};