opencandle 0.4.0 → 0.6.0

package/dist/tools/portfolio/watchlist.js

@@ -1,125 +1,233 @@
 import { Type } from "@sinclair/typebox";
-import { readFileSync, writeFileSync, existsSync } from "node:fs";
-import { getQuote } from "../../providers/yahoo-finance.js";
+import { isZeroFilledQuote } from "../../market-state/resolve.js";
+import { resolveInstrumentForMutation } from "../../market-state/resolve-for-mutation.js";
+import { MarketStateService } from "../../market-state/service.js";
+import { initDefaultDatabase } from "../../memory/sqlite.js";
+import { getQuotes } from "../../providers/tradingview.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
-import { ensureParentDir, getWatchlistPath } from "../../infra/opencandle-paths.js";
-function loadWatchlist() {
-    const watchlistPath = getWatchlistPath();
-    if (!existsSync(watchlistPath))
-        return [];
-    try {
-        return JSON.parse(readFileSync(watchlistPath, "utf-8"));
-    }
-    catch {
-        return [];
-    }
-}
-function saveWatchlist(items) {
-    const watchlistPath = getWatchlistPath();
-    ensureParentDir(watchlistPath);
-    writeFileSync(watchlistPath, JSON.stringify(items, null, 2));
-}
+import { getQuote } from "../../providers/yahoo-finance.js";
 const params = Type.Object({
-    action: Type.Union([Type.Literal("add"), Type.Literal("remove"), Type.Literal("check")], { description: "One of: 'add', 'remove', or 'check'" }),
+    action: Type.Union([Type.Literal("add"), Type.Literal("update"), Type.Literal("remove"), Type.Literal("check")], { description: "One of: 'add', 'update', 'remove', or 'check'" }),
     symbol: Type.Optional(Type.String({ description: "Ticker symbol (required for add/remove)" })),
-    target_price: Type.Optional(Type.Number({ description: "Alert when price rises above this level" })),
-    stop_price: Type.Optional(Type.Number({ description: "Alert when price falls below this level" })),
-    notes: Type.Optional(Type.String({ description: "Optional notes for why you're watching this" })),
+    target_price: Type.Optional(Type.Union([
+        Type.Number({ description: "Alert when price rises above this level" }),
+        Type.Null({ description: "Clear the existing target price during update" }),
+    ])),
+    stop_price: Type.Optional(Type.Union([
+        Type.Number({ description: "Alert when price falls below this level" }),
+        Type.Null({ description: "Clear the existing stop price during update" }),
+    ])),
+    notes: Type.Optional(Type.Union([
+        Type.String({ description: "Optional notes for why you're watching this" }),
+        Type.Null({ description: "Clear existing notes during update" }),
+    ])),
+    thesis: Type.Optional(Type.Union([
+        Type.String({ description: "Optional thesis for why you're watching this" }),
+        Type.Null({ description: "Clear the existing thesis during update" }),
+    ])),
+    tags: Type.Optional(Type.Array(Type.String(), { description: "Optional tags for organizing the watchlist item" })),
 });
 export const watchlistTool = {
     name: "manage_watchlist",
     label: "Watchlist",
-    description: "Manage your watchlist of stocks and crypto. Add symbols with optional target and stop prices, remove symbols, or check current prices against your alert levels. Data persisted to ~/.opencandle/watchlist.json.",
+    description: "Manage your watchlist of stocks and crypto. Add symbols with optional target and stop prices, remove symbols, or check current prices against your watchlist levels.",
     parameters: params,
-    async execute(toolCallId, args) {
-        const items = loadWatchlist();
-        if (args.action === "add") {
-            if (!args.symbol) {
-                throw new Error("symbol is required for add action.");
-            }
-            const symbol = args.symbol.toUpperCase();
-            const existing = items.findIndex((i) => i.symbol === symbol);
-            const item = {
-                symbol,
-                addedAt: new Date().toISOString(),
-                ...(args.target_price != null && { targetPrice: args.target_price }),
-                ...(args.stop_price != null && { stopPrice: args.stop_price }),
-                ...(args.notes != null && { notes: args.notes }),
-            };
-            if (existing >= 0) {
-                items[existing] = item;
+    async execute(_toolCallId, args) {
+        const db = initDefaultDatabase();
+        const service = new MarketStateService(db);
+        try {
+            if (args.action === "add") {
+                if (!args.symbol) {
+                    throw new Error("symbol is required for add action.");
+                }
+                const instrument = await resolveInstrumentForMutation(args.symbol);
+                if (instrument.status === "needs_selection") {
+                    return {
+                        content: [
+                            {
+                                type: "text",
+                                text: `Could not verify ${instrument.query}. Choose one of the returned candidates before adding it to the watchlist.`,
+                            },
+                        ],
+                        details: instrument,
+                    };
+                }
+                const item = service.addWatchlistItem({
+                    instrument: instrument.instrument,
+                    targetPrice: args.target_price,
+                    stopPrice: args.stop_price,
+                    thesis: args.thesis,
+                    notes: args.notes,
+                    tags: args.tags,
+                });
+                const alerts = [];
+                if (args.target_price)
+                    alerts.push(`target: $${args.target_price}`);
+                if (args.stop_price)
+                    alerts.push(`stop: $${args.stop_price}`);
+                const alertStr = alerts.length > 0 ? ` (${alerts.join(", ")})` : "";
+                return {
+                    content: [{ type: "text", text: `Added ${item.symbol} to watchlist${alertStr}` }],
+                    details: item,
+                };
             }
-            else {
-                items.push(item);
+            if (args.action === "remove") {
+                if (!args.symbol) {
+                    throw new Error("symbol is required for remove action.");
+                }
+                const symbol = args.symbol.toUpperCase();
+                if (!service.removeWatchlistItemBySymbol(symbol)) {
+                    return {
+                        content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                        details: null,
+                    };
+                }
+                return {
+                    content: [{ type: "text", text: `Removed ${symbol} from watchlist` }],
+                    details: null,
+                };
             }
-            saveWatchlist(items);
-            const alerts = [];
-            if (args.target_price)
-                alerts.push(`target: $${args.target_price}`);
-            if (args.stop_price)
-                alerts.push(`stop: $${args.stop_price}`);
-            const alertStr = alerts.length > 0 ? ` (${alerts.join(", ")})` : "";
-            return {
-                content: [{ type: "text", text: `Added ${symbol} to watchlist${alertStr}` }],
-                details: null,
-            };
-        }
-        if (args.action === "remove") {
-            if (!args.symbol) {
-                throw new Error("symbol is required for remove action.");
+            if (args.action === "update") {
+                if (!args.symbol) {
+                    throw new Error("symbol is required for update action.");
+                }
+                const symbol = args.symbol.toUpperCase();
+                const item = service.updateWatchlistItemBySymbol(symbol, {
+                    targetPrice: args.target_price,
+                    stopPrice: args.stop_price,
+                    notes: args.notes,
+                    thesis: args.thesis,
+                    tags: args.tags,
+                });
+                if (item == null) {
+                    return {
+                        content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                        details: null,
+                    };
+                }
+                return {
+                    content: [{ type: "text", text: `Updated ${item.symbol} in watchlist` }],
+                    details: item,
+                };
             }
-            const symbol = args.symbol.toUpperCase();
-            const idx = items.findIndex((i) => i.symbol === symbol);
-            if (idx === -1) {
+            const items = service.listWatchlistItems();
+            if (items.length === 0) {
                 return {
-                    content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                    content: [{ type: "text", text: "Watchlist is empty. Use add action to add symbols." }],
                     details: null,
                 };
             }
-            items.splice(idx, 1);
-            saveWatchlist(items);
+            const checks = await checkWatchlistPrices(items);
+            const alertItems = checks.filter((c) => c.alerts.length > 0);
+            const lines = [
+                `**Watchlist** — ${items.length} symbols${alertItems.length > 0 ? ` | ${alertItems.length} ALERT(S)` : ""}`,
+                "",
+            ];
+            const tradingViewCaveats = Array.from(new Set(checks
+                .filter((c) => c.sourceProvider === "tradingview")
+                .map((c) => c.dataCaveat ??
+                "TradingView scanner data may be delayed about 15 minutes and comes from an unofficial endpoint.")));
+            if (tradingViewCaveats.length > 0) {
+                lines.push(...tradingViewCaveats.map((caveat) => `Data caveat: ${caveat}`), "");
+            }
+            for (const c of checks) {
+                const alertStr = c.alerts.length > 0 ? ` ** ${c.alerts.join(" | ")} **` : "";
+                const statusStr = c.statuses.length > 0 ? ` | ${c.statuses.join(" | ")}` : "";
+                const targetStr = c.targetPrice ? ` | Target: $${c.targetPrice}` : "";
+                const stopStr = c.stopPrice ? ` | Stop: $${c.stopPrice}` : "";
+                const sourceStr = c.sourceProvider
+                    ? ` | Source: ${c.sourceProvider === "tradingview" ? "TradingView" : "Yahoo"}`
+                    : "";
+                const priceStr = typeof c.currentPrice === "number" ? `$${c.currentPrice.toFixed(2)}` : "Unavailable";
+                lines.push(`  ${c.symbol}: ${priceStr}${targetStr}${stopStr}${sourceStr}${statusStr}${alertStr}`);
+            }
+            return {
+                content: [{ type: "text", text: lines.join("\n") }],
+                details: { items: checks },
+            };
+        }
+        finally {
+            db.close();
+        }
+    },
+};
+async function checkWatchlistPrices(items) {
+    const tradingViewSymbols = items
+        .map((item) => item.symbol)
+        .filter((symbol) => !shouldSkipTradingView(symbol));
+    const tradingViewQuotes = new Map();
+    if (tradingViewSymbols.length > 0) {
+        const result = await wrapProvider("tradingview", () => getQuotes(tradingViewSymbols));
+        if (result.status === "ok" && result.data.length > 0) {
+            for (const quote of result.data) {
+                tradingViewQuotes.set(quote.requestedSymbol.toUpperCase(), {
+                    ...quote,
+                    dataCaveat: result.stale
+                        ? `cached TradingView data from ${result.timestamp}; ${quote.dataCaveat}`
+                        : quote.dataCaveat,
+                });
+            }
+        }
+    }
+    return Promise.all(items.map(async (item) => {
+        const tradingViewQuote = tradingViewQuotes.get(item.symbol.toUpperCase());
+        if (tradingViewQuote) {
+            return buildCheckResult(item, tradingViewQuote.price, "tradingview", tradingViewQuote.dataCaveat);
+        }
+        const result = await wrapProvider("yahoo", () => getQuote(item.symbol));
+        if (result.status === "unavailable") {
             return {
-                content: [{ type: "text", text: `Removed ${symbol} from watchlist` }],
-                details: null,
+                ...item,
+                currentPrice: null,
+                alerts: [`UNAVAILABLE: ${result.reason}`],
+                statuses: [],
             };
         }
-        // Check action
-        if (items.length === 0) {
+        if (result.stale) {
             return {
-                content: [{ type: "text", text: "Watchlist is empty. Use add action to add symbols." }],
-                details: null,
+                ...item,
+                currentPrice: null,
+                alerts: ["UNAVAILABLE: provider returned stale market data"],
+                statuses: [],
             };
         }
-        const checks = await Promise.all(items.map(async (item) => {
-            const result = await wrapProvider("yahoo", () => getQuote(item.symbol));
-            if (result.status === "unavailable") {
-                return { ...item, currentPrice: 0, alerts: [`UNAVAILABLE: ${result.reason}`] };
-            }
-            const quote = result.data;
-            const alerts = [];
-            if (item.targetPrice && quote.price >= item.targetPrice) {
-                alerts.push(`TARGET HIT: $${quote.price.toFixed(2)} >= $${item.targetPrice}`);
-            }
-            if (item.stopPrice && quote.price <= item.stopPrice) {
-                alerts.push(`STOP ALERT: $${quote.price.toFixed(2)} fell below $${item.stopPrice}`);
-            }
-            return { ...item, currentPrice: quote.price, alerts };
-        }));
-        const alertItems = checks.filter((c) => c.alerts.length > 0);
-        const lines = [
-            `**Watchlist** — ${items.length} symbols${alertItems.length > 0 ? ` | ${alertItems.length} ALERT(S)` : ""}`,
-            "",
-        ];
-        for (const c of checks) {
-            const alertStr = c.alerts.length > 0 ? ` ** ${c.alerts.join(" | ")} **` : "";
-            const targetStr = c.targetPrice ? ` | Target: $${c.targetPrice}` : "";
-            const stopStr = c.stopPrice ? ` | Stop: $${c.stopPrice}` : "";
-            lines.push(`  ${c.symbol}: $${c.currentPrice.toFixed(2)}${targetStr}${stopStr}${alertStr}`);
+        const quote = result.data;
+        if (isZeroFilledQuote(quote)) {
+            return {
+                ...item,
+                currentPrice: null,
+                alerts: ["UNAVAILABLE: Yahoo returned no valid market data."],
+                statuses: [],
+            };
         }
-        return {
-            content: [{ type: "text", text: lines.join("\n") }],
-            details: { items: checks },
-        };
-    },
-};
+        return buildCheckResult(item, quote.price, "yahoo");
+    }));
+}
+function buildCheckResult(item, price, sourceProvider, dataCaveat) {
+    const alerts = [];
+    const statuses = [];
+    if (item.targetPrice && price >= item.targetPrice) {
+        alerts.push(`TARGET HIT: $${price.toFixed(2)} >= $${item.targetPrice}`);
+    }
+    else if (item.targetPrice) {
+        statuses.push(`Target pending: $${price.toFixed(2)} < $${item.targetPrice}`);
+    }
+    if (item.stopPrice && price <= item.stopPrice) {
+        alerts.push(`STOP ALERT: $${price.toFixed(2)} fell below $${item.stopPrice}`);
+    }
+    else if (item.stopPrice) {
+        statuses.push(`Stop OK: $${price.toFixed(2)} > $${item.stopPrice}`);
+    }
+    return {
+        ...item,
+        currentPrice: price,
+        alerts,
+        statuses,
+        sourceProvider,
+        dataCaveat,
+    };
+}
+function shouldSkipTradingView(symbol) {
+    return /(?:-USD|\.(?:TO|DE|T|L|HK))$/i.test(symbol.trim());
+}
 //# sourceMappingURL=watchlist.js.map

package/dist/tools/portfolio/watchlist.js.map

@@ -1 +1 @@
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package/dist/tools/sentiment/reddit-sentiment.js

@@ -1,9 +1,10 @@
 import { Type } from "@sinclair/typebox";
-import { getSubredditPosts, getPostComments } from "../../providers/reddit.js";
+import { getConfig } from "../../config.js";
+import { getPostComments, getSubredditPosts } from "../../providers/reddit.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
 import { RedditAdapter } from "../../sentiment/adapters/reddit.js";
 import { getSentimentPipeline } from "../../sentiment/index.js";
-import { getConfig } from "../../config.js";
+import { renderUntrustedText, untrustedContentHeader } from "./untrusted-text.js";
 const params = Type.Object({
     subreddit: Type.Optional(Type.String({
         description: "Subreddit name (e.g. wallstreetbets, stocks). If omitted, searches across default subreddits.",
@@ -21,7 +22,7 @@ export const redditSentimentTool = {
     label: "Reddit Sentiment",
     description: "Analyze sentiment from financial Reddit communities. Supports single subreddit, multi-subreddit, and topic filtering. Returns scored posts with comment analysis and trend context.",
     parameters: params,
-    async execute(toolCallId, args) {
+    async execute(_toolCallId, args) {
         const limit = Math.min(args.limit ?? 25, 100);
         const config = getConfig();
         // Determine subreddits to search
@@ -33,7 +34,12 @@ export const redditSentimentTool = {
             subreddits = [args.subreddit];
         }
         else {
-            subreddits = config.sentiment?.defaultSubreddits ?? ["wallstreetbets", "stocks", "investing", "options"];
+            subreddits = config.sentiment?.defaultSubreddits ?? [
+                "wallstreetbets",
+                "stocks",
+                "investing",
+                "options",
+            ];
         }
         // Fetch from all subreddits
         const allResults = [];
@@ -48,7 +54,9 @@ export const redditSentimentTool = {
         }
         if (allResults.length === 0) {
             return {
-                content: [{ type: "text", text: `⚠ Reddit sentiment unavailable (${warnings.join("; ")}).` }],
+                content: [
+                    { type: "text", text: `⚠ Reddit sentiment unavailable (${warnings.join("; ")}).` },
+                ],
                 details: null,
             };
         }
@@ -97,10 +105,15 @@ export const redditSentimentTool = {
         const avgScore = postRecords.length > 0
             ? postRecords.reduce((s, r) => s + r.sentiment.score, 0) / postRecords.length
             : 0;
-        const sentimentLabel = avgScore > 0.3 ? "Bullish" :
-            avgScore < -0.3 ? "Bearish" :
-                avgScore > 0 ? "Leaning Bullish" :
-                    avgScore < 0 ? "Leaning Bearish" : "Neutral";
+        const sentimentLabel = avgScore > 0.3
+            ? "Bullish"
+            : avgScore < -0.3
+                ? "Bearish"
+                : avgScore > 0
+                    ? "Leaning Bullish"
+                    : avgScore < 0
+                        ? "Leaning Bearish"
+                        : "Neutral";
         const subLabel = subreddits.length === 1 ? `r/${subreddits[0]}` : `${subreddits.length} subreddits`;
         const lines = [
             `**Reddit: ${args.query ?? subLabel}** — ${postRecords.length} posts, ${commentRecords.length} comments`,
@@ -110,10 +123,10 @@ export const redditSentimentTool = {
             lines.push(`Tickers: ${firstResult.topMentions.map((t) => `$${t}`).join(", ")}`);
         }
         lines.push("");
-        lines.push("Top posts:");
+        lines.push(untrustedContentHeader("Reddit posts"));
         for (const post of postRecords.slice(0, 10)) {
             const scoreIndicator = post.sentiment.score > 0 ? "🟢" : post.sentiment.score < 0 ? "🔴" : "⚪";
-            lines.push(`  ${scoreIndicator} ⬆${post.engagement.score} 💬${post.engagement.replies ?? 0} — ${(post.title ?? post.text).slice(0, 100)}`);
+            lines.push(`  ${scoreIndicator} ⬆${post.engagement.score} 💬${post.engagement.replies ?? 0} — ${renderUntrustedText(post.title ?? post.text, 100)}`);
         }
         if (pipelineResult.trend && pipelineResult.trend.length > 0) {
             const t = pipelineResult.trend[0];

package/dist/tools/sentiment/reddit-sentiment.js.map

@@ -1 +1 @@
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