opencandle 0.4.0 → 0.6.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (564) hide show
  1. package/LICENSE +1 -1
  2. package/README.md +186 -117
  3. package/dist/analysts/contracts.d.ts +1 -3
  4. package/dist/analysts/contracts.js +1 -11
  5. package/dist/analysts/contracts.js.map +1 -1
  6. package/dist/analysts/orchestrator.d.ts +1 -3
  7. package/dist/analysts/orchestrator.js +1 -26
  8. package/dist/analysts/orchestrator.js.map +1 -1
  9. package/dist/cli.js +32 -8
  10. package/dist/cli.js.map +1 -1
  11. package/dist/config.d.ts +19 -3
  12. package/dist/config.js +69 -3
  13. package/dist/config.js.map +1 -1
  14. package/dist/index.d.ts +1 -1
  15. package/dist/index.js +1 -1
  16. package/dist/index.js.map +1 -1
  17. package/dist/infra/browser.d.ts +1 -3
  18. package/dist/infra/browser.js +4 -2
  19. package/dist/infra/browser.js.map +1 -1
  20. package/dist/infra/cache.d.ts +8 -11
  21. package/dist/infra/cache.js +17 -15
  22. package/dist/infra/cache.js.map +1 -1
  23. package/dist/infra/http-client.d.ts +4 -1
  24. package/dist/infra/http-client.js +59 -6
  25. package/dist/infra/http-client.js.map +1 -1
  26. package/dist/infra/index.d.ts +3 -3
  27. package/dist/infra/index.js +3 -3
  28. package/dist/infra/index.js.map +1 -1
  29. package/dist/infra/native-dependencies.js +2 -2
  30. package/dist/infra/native-dependencies.js.map +1 -1
  31. package/dist/infra/node-version.js.map +1 -1
  32. package/dist/infra/opencandle-paths.d.ts +0 -3
  33. package/dist/infra/opencandle-paths.js +4 -11
  34. package/dist/infra/opencandle-paths.js.map +1 -1
  35. package/dist/infra/rate-limiter.d.ts +4 -0
  36. package/dist/infra/rate-limiter.js +17 -10
  37. package/dist/infra/rate-limiter.js.map +1 -1
  38. package/dist/market-state/alert-conditions.d.ts +34 -0
  39. package/dist/market-state/alert-conditions.js +23 -0
  40. package/dist/market-state/alert-conditions.js.map +1 -0
  41. package/dist/market-state/alert-runner.d.ts +55 -0
  42. package/dist/market-state/alert-runner.js +634 -0
  43. package/dist/market-state/alert-runner.js.map +1 -0
  44. package/dist/market-state/daily-report.d.ts +26 -0
  45. package/dist/market-state/daily-report.js +179 -0
  46. package/dist/market-state/daily-report.js.map +1 -0
  47. package/dist/market-state/local-automation-service.d.ts +25 -0
  48. package/dist/market-state/local-automation-service.js +119 -0
  49. package/dist/market-state/local-automation-service.js.map +1 -0
  50. package/dist/market-state/notification-delivery.d.ts +14 -0
  51. package/dist/market-state/notification-delivery.js +139 -0
  52. package/dist/market-state/notification-delivery.js.map +1 -0
  53. package/dist/market-state/resolve-for-mutation.d.ts +10 -0
  54. package/dist/market-state/resolve-for-mutation.js +15 -0
  55. package/dist/market-state/resolve-for-mutation.js.map +1 -0
  56. package/dist/market-state/resolve.d.ts +14 -0
  57. package/dist/market-state/resolve.js +89 -0
  58. package/dist/market-state/resolve.js.map +1 -0
  59. package/dist/market-state/service.d.ts +527 -0
  60. package/dist/market-state/service.js +1099 -0
  61. package/dist/market-state/service.js.map +1 -0
  62. package/dist/memory/index.d.ts +7 -7
  63. package/dist/memory/index.js +6 -6
  64. package/dist/memory/index.js.map +1 -1
  65. package/dist/memory/manager.d.ts +9 -0
  66. package/dist/memory/manager.js +39 -22
  67. package/dist/memory/manager.js.map +1 -1
  68. package/dist/memory/retrieval.js +7 -4
  69. package/dist/memory/retrieval.js.map +1 -1
  70. package/dist/memory/sqlite.js +385 -3
  71. package/dist/memory/sqlite.js.map +1 -1
  72. package/dist/memory/storage.d.ts +3 -2
  73. package/dist/memory/storage.js +1 -2
  74. package/dist/memory/storage.js.map +1 -1
  75. package/dist/memory/tool-defaults.js +64 -28
  76. package/dist/memory/tool-defaults.js.map +1 -1
  77. package/dist/memory/types.js +4 -0
  78. package/dist/memory/types.js.map +1 -1
  79. package/dist/monitor.d.ts +2 -0
  80. package/dist/monitor.js +104 -0
  81. package/dist/monitor.js.map +1 -0
  82. package/dist/onboarding/connect.js +4 -6
  83. package/dist/onboarding/connect.js.map +1 -1
  84. package/dist/onboarding/credential-interceptor.js +1 -1
  85. package/dist/onboarding/credential-interceptor.js.map +1 -1
  86. package/dist/onboarding/degradation-accumulator.js +1 -3
  87. package/dist/onboarding/degradation-accumulator.js.map +1 -1
  88. package/dist/onboarding/providers.js +3 -16
  89. package/dist/onboarding/providers.js.map +1 -1
  90. package/dist/onboarding/state.js.map +1 -1
  91. package/dist/onboarding/tool-helpers.js +1 -1
  92. package/dist/onboarding/tool-helpers.js.map +1 -1
  93. package/dist/onboarding/tool-tags.js +6 -4
  94. package/dist/onboarding/tool-tags.js.map +1 -1
  95. package/dist/onboarding/validation.js +1 -1
  96. package/dist/onboarding/validation.js.map +1 -1
  97. package/dist/pi/opencandle-extension.d.ts +8 -0
  98. package/dist/pi/opencandle-extension.js +637 -59
  99. package/dist/pi/opencandle-extension.js.map +1 -1
  100. package/dist/pi/session.d.ts +1 -1
  101. package/dist/pi/session.js +3 -1
  102. package/dist/pi/session.js.map +1 -1
  103. package/dist/pi/setup.js +17 -2
  104. package/dist/pi/setup.js.map +1 -1
  105. package/dist/pi/tool-adapter.js +5 -2
  106. package/dist/pi/tool-adapter.js.map +1 -1
  107. package/dist/prompts/context-builder.d.ts +18 -3
  108. package/dist/prompts/context-builder.js +117 -18
  109. package/dist/prompts/context-builder.js.map +1 -1
  110. package/dist/prompts/disclaimer.js +1 -1
  111. package/dist/prompts/disclaimer.js.map +1 -1
  112. package/dist/prompts/policy-cards.d.ts +13 -0
  113. package/dist/prompts/policy-cards.js +197 -0
  114. package/dist/prompts/policy-cards.js.map +1 -0
  115. package/dist/prompts/sections.d.ts +1 -1
  116. package/dist/prompts/sections.js +3 -3
  117. package/dist/prompts/sections.js.map +1 -1
  118. package/dist/prompts/symbol-preflight.d.ts +20 -0
  119. package/dist/prompts/symbol-preflight.js +49 -0
  120. package/dist/prompts/symbol-preflight.js.map +1 -0
  121. package/dist/prompts/workflow-prompts.d.ts +1 -1
  122. package/dist/prompts/workflow-prompts.js +209 -19
  123. package/dist/prompts/workflow-prompts.js.map +1 -1
  124. package/dist/providers/alpha-vantage.d.ts +1 -1
  125. package/dist/providers/alpha-vantage.js +49 -8
  126. package/dist/providers/alpha-vantage.js.map +1 -1
  127. package/dist/providers/coingecko.js +1 -1
  128. package/dist/providers/coingecko.js.map +1 -1
  129. package/dist/providers/errors.d.ts +5 -0
  130. package/dist/providers/errors.js +11 -0
  131. package/dist/providers/errors.js.map +1 -0
  132. package/dist/providers/exa-search.d.ts +2 -2
  133. package/dist/providers/exa-search.js +19 -11
  134. package/dist/providers/exa-search.js.map +1 -1
  135. package/dist/providers/fear-greed.js +1 -1
  136. package/dist/providers/fear-greed.js.map +1 -1
  137. package/dist/providers/finnhub.js +3 -5
  138. package/dist/providers/finnhub.js.map +1 -1
  139. package/dist/providers/fred.js +2 -2
  140. package/dist/providers/fred.js.map +1 -1
  141. package/dist/providers/index.d.ts +7 -6
  142. package/dist/providers/index.js +6 -5
  143. package/dist/providers/index.js.map +1 -1
  144. package/dist/providers/reddit.js +2 -2
  145. package/dist/providers/reddit.js.map +1 -1
  146. package/dist/providers/sec-edgar.d.ts +9 -1
  147. package/dist/providers/sec-edgar.js +181 -6
  148. package/dist/providers/sec-edgar.js.map +1 -1
  149. package/dist/providers/tradingview.d.ts +47 -0
  150. package/dist/providers/tradingview.js +275 -0
  151. package/dist/providers/tradingview.js.map +1 -0
  152. package/dist/providers/twitter.js +6 -8
  153. package/dist/providers/twitter.js.map +1 -1
  154. package/dist/providers/web-search.js +26 -12
  155. package/dist/providers/web-search.js.map +1 -1
  156. package/dist/providers/with-fallback.js +4 -2
  157. package/dist/providers/with-fallback.js.map +1 -1
  158. package/dist/providers/wrap-provider.d.ts +2 -3
  159. package/dist/providers/wrap-provider.js +14 -8
  160. package/dist/providers/wrap-provider.js.map +1 -1
  161. package/dist/providers/yahoo-finance.d.ts +3 -1
  162. package/dist/providers/yahoo-finance.js +226 -11
  163. package/dist/providers/yahoo-finance.js.map +1 -1
  164. package/dist/routing/classify-intent.d.ts +9 -0
  165. package/dist/routing/classify-intent.js +153 -3
  166. package/dist/routing/classify-intent.js.map +1 -1
  167. package/dist/routing/defaults.d.ts +1 -1
  168. package/dist/routing/defaults.js +3 -3
  169. package/dist/routing/defaults.js.map +1 -1
  170. package/dist/routing/entity-extractor.d.ts +2 -0
  171. package/dist/routing/entity-extractor.js +377 -26
  172. package/dist/routing/entity-extractor.js.map +1 -1
  173. package/dist/routing/fund-symbols.d.ts +2 -0
  174. package/dist/routing/fund-symbols.js +55 -0
  175. package/dist/routing/fund-symbols.js.map +1 -0
  176. package/dist/routing/horizon.d.ts +1 -0
  177. package/dist/routing/horizon.js +10 -0
  178. package/dist/routing/horizon.js.map +1 -0
  179. package/dist/routing/index.d.ts +12 -6
  180. package/dist/routing/index.js +8 -4
  181. package/dist/routing/index.js.map +1 -1
  182. package/dist/routing/legacy-rule-router.d.ts +9 -0
  183. package/dist/routing/legacy-rule-router.js +12 -0
  184. package/dist/routing/legacy-rule-router.js.map +1 -0
  185. package/dist/routing/planning.d.ts +54 -0
  186. package/dist/routing/planning.js +562 -0
  187. package/dist/routing/planning.js.map +1 -0
  188. package/dist/routing/route-manifest.d.ts +35 -0
  189. package/dist/routing/route-manifest.js +242 -0
  190. package/dist/routing/route-manifest.js.map +1 -0
  191. package/dist/routing/router-llm-client.js.map +1 -1
  192. package/dist/routing/router-prompt.js +46 -45
  193. package/dist/routing/router-prompt.js.map +1 -1
  194. package/dist/routing/router-types.d.ts +10 -0
  195. package/dist/routing/router.d.ts +1 -0
  196. package/dist/routing/router.js +572 -13
  197. package/dist/routing/router.js.map +1 -1
  198. package/dist/routing/slot-resolver.d.ts +1 -1
  199. package/dist/routing/slot-resolver.js +45 -7
  200. package/dist/routing/slot-resolver.js.map +1 -1
  201. package/dist/routing/symbol-disambiguator.d.ts +11 -0
  202. package/dist/routing/symbol-disambiguator.js +52 -0
  203. package/dist/routing/symbol-disambiguator.js.map +1 -0
  204. package/dist/routing/turn-context.d.ts +44 -0
  205. package/dist/routing/turn-context.js +45 -0
  206. package/dist/routing/turn-context.js.map +1 -0
  207. package/dist/routing/types.d.ts +15 -1
  208. package/dist/runtime/answer-contracts.d.ts +82 -0
  209. package/dist/runtime/answer-contracts.js +442 -0
  210. package/dist/runtime/answer-contracts.js.map +1 -0
  211. package/dist/runtime/artifact-contracts.d.ts +14 -0
  212. package/dist/runtime/artifact-contracts.js +57 -0
  213. package/dist/runtime/artifact-contracts.js.map +1 -0
  214. package/dist/runtime/planning-evidence.d.ts +99 -0
  215. package/dist/runtime/planning-evidence.js +466 -0
  216. package/dist/runtime/planning-evidence.js.map +1 -0
  217. package/dist/runtime/prompt-step.d.ts +1 -9
  218. package/dist/runtime/prompt-step.js +0 -10
  219. package/dist/runtime/prompt-step.js.map +1 -1
  220. package/dist/runtime/run-context.d.ts +5 -2
  221. package/dist/runtime/run-context.js +8 -1
  222. package/dist/runtime/run-context.js.map +1 -1
  223. package/dist/runtime/session-coordinator.d.ts +29 -3
  224. package/dist/runtime/session-coordinator.js +204 -31
  225. package/dist/runtime/session-coordinator.js.map +1 -1
  226. package/dist/runtime/session-title.d.ts +14 -0
  227. package/dist/runtime/session-title.js +50 -0
  228. package/dist/runtime/session-title.js.map +1 -0
  229. package/dist/runtime/tool-defaults-wrapper.js +1 -3
  230. package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
  231. package/dist/runtime/validation.js.map +1 -1
  232. package/dist/runtime/workflow-events.js.map +1 -1
  233. package/dist/runtime/workflow-runner.d.ts +3 -3
  234. package/dist/runtime/workflow-runner.js +1 -1
  235. package/dist/runtime/workflow-runner.js.map +1 -1
  236. package/dist/sentiment/adapters/finnhub.d.ts +1 -1
  237. package/dist/sentiment/adapters/finnhub.js +6 -1
  238. package/dist/sentiment/adapters/finnhub.js.map +1 -1
  239. package/dist/sentiment/adapters/reddit.d.ts +2 -2
  240. package/dist/sentiment/adapters/twitter.d.ts +1 -1
  241. package/dist/sentiment/adapters/web.d.ts +1 -1
  242. package/dist/sentiment/index.d.ts +9 -11
  243. package/dist/sentiment/index.js +9 -20
  244. package/dist/sentiment/index.js.map +1 -1
  245. package/dist/sentiment/keywords.js +26 -4
  246. package/dist/sentiment/keywords.js.map +1 -1
  247. package/dist/sentiment/pipeline.d.ts +2 -2
  248. package/dist/sentiment/pipeline.js +1 -1
  249. package/dist/sentiment/pipeline.js.map +1 -1
  250. package/dist/sentiment/scorer.js +1 -1
  251. package/dist/sentiment/store.d.ts +1 -1
  252. package/dist/sentiment/store.js +1 -1
  253. package/dist/sentiment/store.js.map +1 -1
  254. package/dist/sentiment/trends.d.ts +1 -1
  255. package/dist/sentiment/trends.js.map +1 -1
  256. package/dist/sentiment/types.js.map +1 -1
  257. package/dist/system-prompt.js +7 -3
  258. package/dist/system-prompt.js.map +1 -1
  259. package/dist/tool-kit.d.ts +7 -7
  260. package/dist/tool-kit.js +4 -4
  261. package/dist/tool-kit.js.map +1 -1
  262. package/dist/tools/fundamentals/company-overview.js +12 -7
  263. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  264. package/dist/tools/fundamentals/comps.js +19 -10
  265. package/dist/tools/fundamentals/comps.js.map +1 -1
  266. package/dist/tools/fundamentals/dcf.js +24 -12
  267. package/dist/tools/fundamentals/dcf.js.map +1 -1
  268. package/dist/tools/fundamentals/earnings.js +9 -4
  269. package/dist/tools/fundamentals/earnings.js.map +1 -1
  270. package/dist/tools/fundamentals/financials.js +9 -4
  271. package/dist/tools/fundamentals/financials.js.map +1 -1
  272. package/dist/tools/fundamentals/sec-filings.d.ts +1 -0
  273. package/dist/tools/fundamentals/sec-filings.js +36 -4
  274. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  275. package/dist/tools/index.d.ts +23 -18
  276. package/dist/tools/index.js +53 -38
  277. package/dist/tools/index.js.map +1 -1
  278. package/dist/tools/interaction/ask-user.js +15 -3
  279. package/dist/tools/interaction/ask-user.js.map +1 -1
  280. package/dist/tools/interaction/twitter-login.js +13 -3
  281. package/dist/tools/interaction/twitter-login.js.map +1 -1
  282. package/dist/tools/macro/fear-greed.js +1 -1
  283. package/dist/tools/macro/fear-greed.js.map +1 -1
  284. package/dist/tools/macro/fred-data.d.ts +1 -1
  285. package/dist/tools/macro/fred-data.js +44 -9
  286. package/dist/tools/macro/fred-data.js.map +1 -1
  287. package/dist/tools/market/crypto-history.js +21 -3
  288. package/dist/tools/market/crypto-history.js.map +1 -1
  289. package/dist/tools/market/crypto-price.js +4 -2
  290. package/dist/tools/market/crypto-price.js.map +1 -1
  291. package/dist/tools/market/screen-stocks.d.ts +18 -0
  292. package/dist/tools/market/screen-stocks.js +252 -0
  293. package/dist/tools/market/screen-stocks.js.map +1 -0
  294. package/dist/tools/market/search-ticker.js +161 -9
  295. package/dist/tools/market/search-ticker.js.map +1 -1
  296. package/dist/tools/market/stock-history.d.ts +2 -2
  297. package/dist/tools/market/stock-history.js +27 -8
  298. package/dist/tools/market/stock-history.js.map +1 -1
  299. package/dist/tools/market/stock-quote.js +6 -4
  300. package/dist/tools/market/stock-quote.js.map +1 -1
  301. package/dist/tools/options/greeks.js +1 -2
  302. package/dist/tools/options/greeks.js.map +1 -1
  303. package/dist/tools/options/option-chain.js +27 -9
  304. package/dist/tools/options/option-chain.js.map +1 -1
  305. package/dist/tools/portfolio/alerts.d.ts +15 -0
  306. package/dist/tools/portfolio/alerts.js +357 -0
  307. package/dist/tools/portfolio/alerts.js.map +1 -0
  308. package/dist/tools/portfolio/correlation.d.ts +1 -1
  309. package/dist/tools/portfolio/correlation.js +34 -14
  310. package/dist/tools/portfolio/correlation.js.map +1 -1
  311. package/dist/tools/portfolio/daily-report.d.ts +8 -0
  312. package/dist/tools/portfolio/daily-report.js +83 -0
  313. package/dist/tools/portfolio/daily-report.js.map +1 -0
  314. package/dist/tools/portfolio/holdings-overlap.d.ts +8 -0
  315. package/dist/tools/portfolio/holdings-overlap.js +112 -0
  316. package/dist/tools/portfolio/holdings-overlap.js.map +1 -0
  317. package/dist/tools/portfolio/notifications.d.ts +7 -0
  318. package/dist/tools/portfolio/notifications.js +43 -0
  319. package/dist/tools/portfolio/notifications.js.map +1 -0
  320. package/dist/tools/portfolio/predictions.d.ts +12 -6
  321. package/dist/tools/portfolio/predictions.js +338 -88
  322. package/dist/tools/portfolio/predictions.js.map +1 -1
  323. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  324. package/dist/tools/portfolio/risk-analysis.js +46 -7
  325. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  326. package/dist/tools/portfolio/tracker.d.ts +4 -3
  327. package/dist/tools/portfolio/tracker.js +247 -102
  328. package/dist/tools/portfolio/tracker.js.map +1 -1
  329. package/dist/tools/portfolio/watchlist.d.ts +6 -4
  330. package/dist/tools/portfolio/watchlist.js +209 -101
  331. package/dist/tools/portfolio/watchlist.js.map +1 -1
  332. package/dist/tools/sentiment/reddit-sentiment.js +24 -11
  333. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  334. package/dist/tools/sentiment/sentiment-summary.js +71 -14
  335. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  336. package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
  337. package/dist/tools/sentiment/sentiment-trend.js +12 -2
  338. package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
  339. package/dist/tools/sentiment/twitter-sentiment.js +13 -6
  340. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  341. package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
  342. package/dist/tools/sentiment/untrusted-text.js +17 -0
  343. package/dist/tools/sentiment/untrusted-text.js.map +1 -0
  344. package/dist/tools/sentiment/web-search.js +37 -12
  345. package/dist/tools/sentiment/web-search.js.map +1 -1
  346. package/dist/tools/sentiment/web-sentiment.js +16 -4
  347. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  348. package/dist/tools/technical/backtest.d.ts +3 -3
  349. package/dist/tools/technical/backtest.js +65 -44
  350. package/dist/tools/technical/backtest.js.map +1 -1
  351. package/dist/tools/technical/indicators.js +24 -8
  352. package/dist/tools/technical/indicators.js.map +1 -1
  353. package/dist/types/index.d.ts +3 -3
  354. package/dist/types/index.js.map +1 -1
  355. package/dist/types/market.d.ts +1 -0
  356. package/dist/types/options.d.ts +10 -0
  357. package/dist/types/portfolio.d.ts +41 -4
  358. package/dist/workflows/compare-assets.d.ts +0 -3
  359. package/dist/workflows/compare-assets.js +55 -10
  360. package/dist/workflows/compare-assets.js.map +1 -1
  361. package/dist/workflows/index.d.ts +3 -4
  362. package/dist/workflows/index.js +3 -3
  363. package/dist/workflows/index.js.map +1 -1
  364. package/dist/workflows/options-screener.d.ts +0 -3
  365. package/dist/workflows/options-screener.js +88 -14
  366. package/dist/workflows/options-screener.js.map +1 -1
  367. package/dist/workflows/portfolio-builder.d.ts +0 -3
  368. package/dist/workflows/portfolio-builder.js +7 -11
  369. package/dist/workflows/portfolio-builder.js.map +1 -1
  370. package/gui/server/ask-user-bridge.ts +82 -0
  371. package/gui/server/automation-heartbeat.ts +97 -0
  372. package/gui/server/background-quotes.ts +97 -1
  373. package/gui/server/chat-event-adapter.ts +32 -10
  374. package/gui/server/chat-run-session.ts +16 -0
  375. package/gui/server/gui-session-manager.ts +5 -0
  376. package/gui/server/invoke-tool.ts +144 -1
  377. package/gui/server/live-chat-event-adapter.ts +21 -6
  378. package/gui/server/market-state-api.ts +315 -0
  379. package/gui/server/model-setup.ts +149 -2
  380. package/gui/server/private-api-access.ts +62 -0
  381. package/gui/server/projector.ts +58 -11
  382. package/gui/server/prompt-observation.ts +58 -0
  383. package/gui/server/quote-snapshot-store.ts +50 -0
  384. package/gui/server/server.ts +236 -376
  385. package/gui/server/session-actions.ts +186 -1
  386. package/gui/server/session-entry-wait.ts +81 -0
  387. package/gui/server/shutdown.ts +47 -0
  388. package/gui/server/tool-invoke-ack.ts +49 -0
  389. package/gui/server/tool-metadata.ts +23 -10
  390. package/gui/server/websocket.ts +13 -3
  391. package/gui/server/writer-lock.ts +6 -2
  392. package/gui/server/ws-hub.ts +292 -0
  393. package/gui/shared/chat-events.ts +16 -1
  394. package/gui/shared/event-reducer.ts +24 -6
  395. package/gui/web/dist/assets/CatalogOverlay-eJ2cBk33.js +1 -0
  396. package/gui/web/dist/assets/index-2KZtKBmu.css +1 -0
  397. package/gui/web/dist/assets/index-CveNgtDg.js +69 -0
  398. package/gui/web/dist/index.html +2 -2
  399. package/package.json +22 -12
  400. package/src/analysts/contracts.ts +10 -23
  401. package/src/analysts/orchestrator.ts +8 -43
  402. package/src/cli.ts +37 -13
  403. package/src/config.ts +99 -7
  404. package/src/index.ts +1 -1
  405. package/src/infra/browser.ts +4 -2
  406. package/src/infra/cache.ts +41 -30
  407. package/src/infra/http-client.ts +72 -6
  408. package/src/infra/index.ts +7 -10
  409. package/src/infra/native-dependencies.ts +8 -3
  410. package/src/infra/node-version.ts +3 -1
  411. package/src/infra/opencandle-paths.ts +3 -14
  412. package/src/infra/rate-limiter.ts +32 -20
  413. package/src/market-state/alert-conditions.ts +82 -0
  414. package/src/market-state/alert-runner.ts +863 -0
  415. package/src/market-state/daily-report.ts +247 -0
  416. package/src/market-state/local-automation-service.ts +162 -0
  417. package/src/market-state/notification-delivery.ts +158 -0
  418. package/src/market-state/resolve-for-mutation.ts +24 -0
  419. package/src/market-state/resolve.ts +112 -0
  420. package/src/market-state/service.ts +2344 -0
  421. package/src/memory/index.ts +7 -7
  422. package/src/memory/manager.ts +57 -26
  423. package/src/memory/retrieval.ts +8 -7
  424. package/src/memory/sqlite.ts +407 -6
  425. package/src/memory/storage.ts +8 -17
  426. package/src/memory/tool-defaults.ts +60 -39
  427. package/src/memory/types.ts +7 -3
  428. package/src/monitor.ts +121 -0
  429. package/src/onboarding/connect.ts +10 -33
  430. package/src/onboarding/credential-interceptor.ts +3 -15
  431. package/src/onboarding/degradation-accumulator.ts +1 -3
  432. package/src/onboarding/providers.ts +9 -40
  433. package/src/onboarding/state.ts +4 -15
  434. package/src/onboarding/tool-helpers.ts +2 -9
  435. package/src/onboarding/tool-tags.ts +6 -6
  436. package/src/onboarding/validation.ts +14 -20
  437. package/src/pi/opencandle-extension.ts +795 -120
  438. package/src/pi/session.ts +7 -5
  439. package/src/pi/setup.ts +61 -33
  440. package/src/pi/tool-adapter.ts +5 -2
  441. package/src/prompts/context-builder.ts +143 -21
  442. package/src/prompts/disclaimer.ts +1 -1
  443. package/src/prompts/policy-cards.ts +220 -0
  444. package/src/prompts/sections.ts +4 -4
  445. package/src/prompts/symbol-preflight.ts +80 -0
  446. package/src/prompts/workflow-prompts.ts +231 -28
  447. package/src/providers/alpha-vantage.ts +82 -40
  448. package/src/providers/coingecko.ts +2 -5
  449. package/src/providers/errors.ts +9 -0
  450. package/src/providers/exa-search.ts +24 -22
  451. package/src/providers/fear-greed.ts +1 -1
  452. package/src/providers/finnhub.ts +7 -6
  453. package/src/providers/fred.ts +3 -3
  454. package/src/providers/index.ts +14 -6
  455. package/src/providers/reddit.ts +17 -6
  456. package/src/providers/sec-edgar.ts +235 -5
  457. package/src/providers/tradingview.ts +399 -0
  458. package/src/providers/twitter.ts +6 -8
  459. package/src/providers/web-search.ts +30 -20
  460. package/src/providers/with-fallback.ts +8 -7
  461. package/src/providers/wrap-provider.ts +15 -10
  462. package/src/providers/yahoo-finance.ts +292 -20
  463. package/src/routing/classify-intent.ts +186 -4
  464. package/src/routing/defaults.ts +4 -4
  465. package/src/routing/entity-extractor.ts +428 -28
  466. package/src/routing/fund-symbols.ts +58 -0
  467. package/src/routing/horizon.ts +7 -0
  468. package/src/routing/index.ts +60 -16
  469. package/src/routing/legacy-rule-router.ts +13 -0
  470. package/src/routing/planning.ts +823 -0
  471. package/src/routing/route-manifest.ts +309 -0
  472. package/src/routing/router-llm-client.ts +4 -4
  473. package/src/routing/router-prompt.ts +52 -52
  474. package/src/routing/router-types.ts +18 -0
  475. package/src/routing/router.ts +717 -20
  476. package/src/routing/slot-resolver.ts +75 -14
  477. package/src/routing/symbol-disambiguator.ts +72 -0
  478. package/src/routing/turn-context.ts +108 -0
  479. package/src/routing/types.ts +15 -1
  480. package/src/runtime/answer-contracts.ts +672 -0
  481. package/src/runtime/artifact-contracts.ts +77 -0
  482. package/src/runtime/planning-evidence.ts +682 -0
  483. package/src/runtime/prompt-step.ts +1 -16
  484. package/src/runtime/run-context.ts +12 -2
  485. package/src/runtime/session-coordinator.ts +297 -56
  486. package/src/runtime/session-title.ts +60 -0
  487. package/src/runtime/tool-defaults-wrapper.ts +1 -3
  488. package/src/runtime/validation.ts +1 -4
  489. package/src/runtime/workflow-events.ts +7 -7
  490. package/src/runtime/workflow-runner.ts +5 -11
  491. package/src/sentiment/adapters/finnhub.ts +7 -2
  492. package/src/sentiment/adapters/reddit.ts +2 -2
  493. package/src/sentiment/adapters/twitter.ts +1 -1
  494. package/src/sentiment/adapters/web.ts +1 -1
  495. package/src/sentiment/index.ts +16 -26
  496. package/src/sentiment/keywords.ts +26 -4
  497. package/src/sentiment/pipeline.ts +15 -4
  498. package/src/sentiment/scorer.ts +1 -1
  499. package/src/sentiment/store.ts +2 -2
  500. package/src/sentiment/trends.ts +9 -3
  501. package/src/sentiment/types.ts +5 -4
  502. package/src/system-prompt.ts +7 -3
  503. package/src/tool-kit.ts +10 -9
  504. package/src/tools/fundamentals/company-overview.ts +20 -10
  505. package/src/tools/fundamentals/comps.ts +69 -56
  506. package/src/tools/fundamentals/dcf.ts +146 -96
  507. package/src/tools/fundamentals/earnings.ts +17 -7
  508. package/src/tools/fundamentals/financials.ts +17 -8
  509. package/src/tools/fundamentals/sec-filings.ts +52 -8
  510. package/src/tools/index.ts +53 -38
  511. package/src/tools/interaction/ask-user.ts +22 -10
  512. package/src/tools/interaction/twitter-login.ts +17 -5
  513. package/src/tools/macro/fear-greed.ts +2 -2
  514. package/src/tools/macro/fred-data.ts +80 -42
  515. package/src/tools/market/crypto-history.ts +25 -4
  516. package/src/tools/market/crypto-price.ts +7 -7
  517. package/src/tools/market/screen-stocks.ts +279 -0
  518. package/src/tools/market/search-ticker.ts +219 -18
  519. package/src/tools/market/stock-history.ts +38 -13
  520. package/src/tools/market/stock-quote.ts +11 -8
  521. package/src/tools/options/greeks.ts +5 -6
  522. package/src/tools/options/option-chain.ts +47 -18
  523. package/src/tools/portfolio/alerts.ts +457 -0
  524. package/src/tools/portfolio/correlation.ts +48 -21
  525. package/src/tools/portfolio/daily-report.ts +101 -0
  526. package/src/tools/portfolio/holdings-overlap.ts +139 -0
  527. package/src/tools/portfolio/notifications.ts +45 -0
  528. package/src/tools/portfolio/predictions.ts +407 -107
  529. package/src/tools/portfolio/risk-analysis.ts +47 -8
  530. package/src/tools/portfolio/tracker.ts +271 -110
  531. package/src/tools/portfolio/watchlist.ts +251 -116
  532. package/src/tools/sentiment/reddit-sentiment.ts +51 -25
  533. package/src/tools/sentiment/sentiment-summary.ts +116 -35
  534. package/src/tools/sentiment/sentiment-trend.ts +24 -7
  535. package/src/tools/sentiment/twitter-sentiment.ts +23 -16
  536. package/src/tools/sentiment/untrusted-text.ts +21 -0
  537. package/src/tools/sentiment/web-search.ts +52 -16
  538. package/src/tools/sentiment/web-sentiment.ts +27 -11
  539. package/src/tools/technical/backtest.ts +78 -47
  540. package/src/tools/technical/indicators.ts +40 -17
  541. package/src/types/index.ts +8 -3
  542. package/src/types/market.ts +1 -0
  543. package/src/types/options.ts +17 -0
  544. package/src/types/portfolio.ts +46 -4
  545. package/src/types/sentiment.ts +2 -2
  546. package/src/workflows/compare-assets.ts +67 -19
  547. package/src/workflows/index.ts +3 -4
  548. package/src/workflows/options-screener.ts +98 -22
  549. package/src/workflows/portfolio-builder.ts +40 -29
  550. package/dist/runtime/index.d.ts +0 -16
  551. package/dist/runtime/index.js +0 -10
  552. package/dist/runtime/index.js.map +0 -1
  553. package/dist/runtime/provider-ids.d.ts +0 -14
  554. package/dist/runtime/provider-ids.js +0 -14
  555. package/dist/runtime/provider-ids.js.map +0 -1
  556. package/dist/workflows/types.d.ts +0 -4
  557. package/dist/workflows/types.js +0 -2
  558. package/dist/workflows/types.js.map +0 -1
  559. package/gui/web/dist/assets/CatalogOverlay-D1ImSJTe.js +0 -1
  560. package/gui/web/dist/assets/index-DBrWq43L.css +0 -1
  561. package/gui/web/dist/assets/index-RflHaj0y.js +0 -67
  562. package/src/runtime/index.ts +0 -55
  563. package/src/runtime/provider-ids.ts +0 -15
  564. package/src/workflows/types.ts +0 -4
@@ -0,0 +1,682 @@
1
+ import type { ParsedTag } from "../onboarding/tool-tags.js";
2
+ import { parseToolTag } from "../onboarding/tool-tags.js";
3
+ import type { CapabilityGapId, EvidencePlanId, TaskFamily } from "../routing/planning.js";
4
+ import type { ProviderResult } from "./evidence.js";
5
+
6
+ export type PlanningEvidenceType =
7
+ | "market_status"
8
+ | "ticker_disambiguation"
9
+ | "portfolio_exposure_map"
10
+ | "tool_result"
11
+ | "provider_gap";
12
+
13
+ export type PlanningProviderStatus =
14
+ | "available"
15
+ | "unavailable"
16
+ | "credential_required"
17
+ | "soft_degraded"
18
+ | "skipped";
19
+
20
+ export interface EvidenceSource {
21
+ toolName?: string;
22
+ provider?: string;
23
+ }
24
+
25
+ export interface EntityScope {
26
+ symbols?: string[];
27
+ query?: string;
28
+ }
29
+
30
+ export interface RawTracePointer {
31
+ traceId?: string;
32
+ turnIndex?: number;
33
+ toolCallIndex?: number;
34
+ toolCallId?: string;
35
+ toolName?: string;
36
+ customEntryType?: string;
37
+ }
38
+
39
+ export interface EvidenceGap {
40
+ kind: "provider_status" | "capability_gap" | "roadmap_placeholder";
41
+ providerStatus?: Exclude<PlanningProviderStatus, "available">;
42
+ provider?: string;
43
+ capabilityGapId?: CapabilityGapId;
44
+ reason: string;
45
+ remediation?: string;
46
+ silenced?: boolean;
47
+ rawTag?: string;
48
+ }
49
+
50
+ export interface PlanningEvidenceRecord {
51
+ id: string;
52
+ evidenceType: PlanningEvidenceType;
53
+ source: EvidenceSource;
54
+ entityScope: EntityScope;
55
+ observedAt: string;
56
+ providerStatus: PlanningProviderStatus;
57
+ normalizedFacts: Record<string, unknown>;
58
+ rawTracePointer?: RawTracePointer;
59
+ gaps: EvidenceGap[];
60
+ caveats: string[];
61
+ }
62
+
63
+ export interface EvidencePlanDefinition {
64
+ id: EvidencePlanId;
65
+ taskFamilies: TaskFamily[];
66
+ implemented: boolean;
67
+ requiredEvidence: PlanningEvidenceType[];
68
+ optionalEvidence: PlanningEvidenceType[];
69
+ capabilityGapIds: CapabilityGapId[];
70
+ roadmapPlaceholder?: string;
71
+ }
72
+
73
+ export interface MarketStatusInput {
74
+ text: string;
75
+ now?: Date;
76
+ timezone?: string;
77
+ traceId?: string;
78
+ }
79
+
80
+ export interface TickerDisambiguationInput {
81
+ text: string;
82
+ symbols?: string[];
83
+ traceId?: string;
84
+ }
85
+
86
+ export interface PortfolioExposureMapInput {
87
+ text: string;
88
+ now?: Date;
89
+ traceId?: string;
90
+ }
91
+
92
+ export interface PortfolioExposureSleeve {
93
+ label: string;
94
+ normalizedSleeve: string;
95
+ percent: number;
96
+ }
97
+
98
+ export interface ToolCallEvidenceInput {
99
+ name: string;
100
+ args: Record<string, unknown>;
101
+ result: unknown;
102
+ isError?: boolean;
103
+ }
104
+
105
+ export interface ToolTraceOptions {
106
+ traceId?: string;
107
+ turnIndex?: number;
108
+ toolCallIndex?: number;
109
+ toolCallId?: string;
110
+ }
111
+
112
+ export interface NormalizedProviderGap {
113
+ providerStatus: Exclude<PlanningProviderStatus, "available">;
114
+ provider: string;
115
+ reason: string;
116
+ remediation?: string;
117
+ silenced?: boolean;
118
+ rawTag: string;
119
+ }
120
+
121
+ export const EVIDENCE_PLAN_REGISTRY: Record<EvidencePlanId, EvidencePlanDefinition> = {
122
+ market_status: {
123
+ id: "market_status",
124
+ taskFamilies: ["current_event_explanation", "macro_allocation_review"],
125
+ implemented: true,
126
+ requiredEvidence: ["market_status"],
127
+ optionalEvidence: ["tool_result"],
128
+ capabilityGapIds: ["market_calendar"],
129
+ },
130
+ ticker_disambiguation: {
131
+ id: "ticker_disambiguation",
132
+ taskFamilies: ["ticker_disambiguation"],
133
+ implemented: true,
134
+ requiredEvidence: ["ticker_disambiguation"],
135
+ optionalEvidence: ["tool_result"],
136
+ capabilityGapIds: ["earnings_event_risk"],
137
+ },
138
+ placeholder_single_asset_decision: placeholderPlan(
139
+ "placeholder_single_asset_decision",
140
+ ["single_asset_decision"],
141
+ [],
142
+ ),
143
+ placeholder_asset_compare: placeholderPlan(
144
+ "placeholder_asset_compare",
145
+ ["asset_compare"],
146
+ ["etf_holdings_overlap"],
147
+ ),
148
+ placeholder_portfolio_build: placeholderPlan(
149
+ "placeholder_portfolio_build",
150
+ ["portfolio_build"],
151
+ [],
152
+ ),
153
+ placeholder_portfolio_review: placeholderPlan(
154
+ "placeholder_portfolio_review",
155
+ ["portfolio_review"],
156
+ [],
157
+ ),
158
+ placeholder_options_strategy: placeholderPlan(
159
+ "placeholder_options_strategy",
160
+ ["options_strategy"],
161
+ [],
162
+ ),
163
+ placeholder_current_event_explanation: placeholderPlan(
164
+ "placeholder_current_event_explanation",
165
+ ["current_event_explanation"],
166
+ ["market_calendar"],
167
+ ),
168
+ placeholder_sentiment_snapshot: placeholderPlan(
169
+ "placeholder_sentiment_snapshot",
170
+ ["sentiment_snapshot"],
171
+ ["sentiment_sample_depth"],
172
+ ),
173
+ placeholder_filing_thesis_review: placeholderPlan(
174
+ "placeholder_filing_thesis_review",
175
+ ["filing_thesis_review"],
176
+ [],
177
+ ),
178
+ placeholder_retail_finance_tradeoff: placeholderPlan(
179
+ "placeholder_retail_finance_tradeoff",
180
+ ["retail_finance_tradeoff"],
181
+ ["brokerage_comparison", "cash_yield_products", "fund_tax_efficiency"],
182
+ ),
183
+ placeholder_concept_explainer: placeholderPlan(
184
+ "placeholder_concept_explainer",
185
+ ["concept_explainer"],
186
+ [],
187
+ ),
188
+ placeholder_backtest_review: placeholderPlan(
189
+ "placeholder_backtest_review",
190
+ ["backtest_review"],
191
+ [],
192
+ ),
193
+ placeholder_stateful_tracking_update: placeholderPlan(
194
+ "placeholder_stateful_tracking_update",
195
+ ["stateful_tracking_update"],
196
+ [],
197
+ ),
198
+ placeholder_general_fallback: placeholderPlan(
199
+ "placeholder_general_fallback",
200
+ ["general_fallback"],
201
+ [],
202
+ ),
203
+ };
204
+
205
+ const KNOWN_US_MARKET_HOLIDAYS: Record<string, string> = {
206
+ "2026-01-01": "New Year's Day",
207
+ "2026-01-19": "Martin Luther King Jr. Day",
208
+ "2026-02-16": "Washington's Birthday",
209
+ "2026-04-03": "Good Friday",
210
+ "2026-05-25": "Memorial Day",
211
+ "2026-06-19": "Juneteenth",
212
+ "2026-07-03": "Independence Day observed",
213
+ "2026-09-07": "Labor Day",
214
+ "2026-11-26": "Thanksgiving Day",
215
+ "2026-12-25": "Christmas Day",
216
+ };
217
+
218
+ function placeholderPlan(
219
+ id: EvidencePlanId,
220
+ taskFamilies: TaskFamily[],
221
+ capabilityGapIds: CapabilityGapId[],
222
+ ): EvidencePlanDefinition {
223
+ return {
224
+ id,
225
+ taskFamilies,
226
+ implemented: false,
227
+ requiredEvidence: [],
228
+ optionalEvidence: ["tool_result"],
229
+ capabilityGapIds,
230
+ roadmapPlaceholder: "openspec/changes/prompt-to-policy-agent-planning/future-roadmap.md",
231
+ };
232
+ }
233
+
234
+ export function buildMarketStatusEvidence(input: MarketStatusInput): PlanningEvidenceRecord {
235
+ const timezone = input.timezone ?? "America/New_York";
236
+ const now = input.now ?? new Date();
237
+ const local = localDateTimeParts(now, timezone);
238
+ const temporalReferences = temporalReferencesFor(input.text);
239
+ const holidayName = KNOWN_US_MARKET_HOLIDAYS[local.date];
240
+ const isWeekend = local.weekday === "Sat" || local.weekday === "Sun";
241
+ const isMarketHoliday = holidayName !== undefined;
242
+ const marketStatus = classifyMarketStatus(local, isWeekend, isMarketHoliday, temporalReferences);
243
+ const lastTradingDate = marketStatus === "open" ? local.date : lastTradingDay(local.date);
244
+ const gaps: EvidenceGap[] = [
245
+ {
246
+ kind: "capability_gap",
247
+ capabilityGapId: "market_calendar",
248
+ reason:
249
+ "V1 uses deterministic weekday and known-holiday grounding, not a live exchange-calendar provider.",
250
+ },
251
+ ];
252
+
253
+ return {
254
+ id: "market_status:deterministic",
255
+ evidenceType: "market_status",
256
+ source: { toolName: "deterministic_market_status" },
257
+ entityScope: { query: input.text },
258
+ observedAt: now.toISOString(),
259
+ providerStatus: "available",
260
+ normalizedFacts: {
261
+ timezone,
262
+ localDate: local.date,
263
+ localTime: local.time,
264
+ weekday: local.weekday,
265
+ temporalReferences,
266
+ isWeekend,
267
+ isMarketHoliday,
268
+ holidayName,
269
+ marketStatus,
270
+ lastTradingDay: lastTradingDate,
271
+ quoteAsOfCaveat: quoteAsOfCaveat(marketStatus),
272
+ },
273
+ rawTracePointer: input.traceId
274
+ ? { traceId: input.traceId, toolName: "deterministic_market_status" }
275
+ : undefined,
276
+ gaps,
277
+ caveats: [
278
+ "Market status is deterministic V1 grounding and should be verified against an exchange calendar for edge cases.",
279
+ ],
280
+ };
281
+ }
282
+
283
+ export function buildTickerDisambiguationEvidence(
284
+ input: TickerDisambiguationInput,
285
+ ): PlanningEvidenceRecord {
286
+ const gaps: EvidenceGap[] = [
287
+ {
288
+ kind: "capability_gap",
289
+ capabilityGapId: "earnings_event_risk",
290
+ reason:
291
+ "Ticker disambiguation can preserve symbol-verification gaps, but V1 does not add richer earnings-event data.",
292
+ },
293
+ ];
294
+
295
+ return {
296
+ id: "ticker_disambiguation:selected_slice",
297
+ evidenceType: "ticker_disambiguation",
298
+ source: { toolName: "planning_ticker_disambiguation" },
299
+ entityScope: { symbols: [...(input.symbols ?? [])], query: input.text },
300
+ observedAt: new Date(0).toISOString(),
301
+ providerStatus: "available",
302
+ normalizedFacts: {
303
+ selectedMigrationSlice: "ticker_disambiguation",
304
+ requestedSymbols: [...(input.symbols ?? [])],
305
+ requiresSymbolVerification: true,
306
+ legacyBehaviorRemainsActive: true,
307
+ },
308
+ rawTracePointer: input.traceId
309
+ ? { traceId: input.traceId, toolName: "planning_ticker_disambiguation" }
310
+ : undefined,
311
+ gaps,
312
+ caveats: input.symbols?.length
313
+ ? []
314
+ : [
315
+ "No symbol was verified by this evidence plan; active tools remain responsible for lookup.",
316
+ ],
317
+ };
318
+ }
319
+
320
+ export function buildPortfolioExposureMapEvidence(
321
+ input: PortfolioExposureMapInput,
322
+ ): PlanningEvidenceRecord {
323
+ const sleeves = extractPortfolioSleeves(input.text);
324
+ const normalizedSleeves = new Set(sleeves.map((sleeve) => sleeve.normalizedSleeve));
325
+ const hasBroadIndex =
326
+ normalizedSleeves.has("broad_us_index") || normalizedSleeves.has("broad_equity");
327
+ const hasSectorSleeve = sleeves.some((sleeve) => sleeve.normalizedSleeve.endsWith("_sector"));
328
+ const broadIndexOverlapCaveat = hasBroadIndex && hasSectorSleeve;
329
+
330
+ return {
331
+ id: "portfolio_exposure_map:deterministic",
332
+ evidenceType: "portfolio_exposure_map",
333
+ source: { toolName: "deterministic_portfolio_exposure_map" },
334
+ entityScope: { query: input.text },
335
+ observedAt: (input.now ?? new Date()).toISOString(),
336
+ providerStatus: "available",
337
+ normalizedFacts: {
338
+ directSleeves: sleeves,
339
+ directExposureTotalPercent: roundPercent(
340
+ sleeves.reduce((sum, sleeve) => sum + sleeve.percent, 0),
341
+ ),
342
+ broadIndexOverlapCaveat,
343
+ exactHoldingsOverlapAvailable: false,
344
+ targetBandGuidanceNeeded:
345
+ /\b(?:rebalance|target\s+bands?|drift|overweight|underweight|concentration|diversif)/i.test(
346
+ input.text,
347
+ ),
348
+ },
349
+ rawTracePointer: input.traceId
350
+ ? {
351
+ traceId: input.traceId,
352
+ toolName: "deterministic_portfolio_exposure_map",
353
+ }
354
+ : undefined,
355
+ gaps: [
356
+ {
357
+ kind: "capability_gap",
358
+ capabilityGapId: "etf_holdings_overlap",
359
+ reason:
360
+ "V1 records user-stated sleeves and overlap caveats but does not fetch exact ETF/index holdings or issuer weights.",
361
+ },
362
+ ],
363
+ caveats: [
364
+ "Exact ETF/index holdings overlap requires a provider-backed holdings source.",
365
+ ...(broadIndexOverlapCaveat
366
+ ? [
367
+ "Broad index exposure may already include sector exposure; V1 does not estimate exact constituent weights.",
368
+ ]
369
+ : []),
370
+ ],
371
+ };
372
+ }
373
+
374
+ export function captureEvidenceFromToolCall(
375
+ toolCall: ToolCallEvidenceInput,
376
+ options: ToolTraceOptions = {},
377
+ ): PlanningEvidenceRecord {
378
+ const text = toolResultText(toolCall.result);
379
+ const providerGap = text ? normalizeProviderGapFromToolText(text) : undefined;
380
+ const providerStatus =
381
+ providerGap?.providerStatus ?? (toolCall.isError ? "unavailable" : "available");
382
+ const gaps = providerGap ? [providerGapToEvidenceGap(providerGap)] : [];
383
+ if (toolCall.isError && !providerGap) {
384
+ gaps.push({
385
+ kind: "provider_status",
386
+ providerStatus: "unavailable",
387
+ reason: "Tool call returned an error.",
388
+ });
389
+ }
390
+
391
+ return {
392
+ id: `tool_result:${toolCall.name}`,
393
+ evidenceType: providerGap ? "provider_gap" : "tool_result",
394
+ source: {
395
+ toolName: toolCall.name,
396
+ provider: providerGap?.provider,
397
+ },
398
+ entityScope: symbolsFromArgs(toolCall.args),
399
+ observedAt: new Date(0).toISOString(),
400
+ providerStatus,
401
+ normalizedFacts: {
402
+ toolName: toolCall.name,
403
+ args: { ...toolCall.args },
404
+ isError: toolCall.isError === true,
405
+ providerStatus,
406
+ },
407
+ rawTracePointer: {
408
+ ...options,
409
+ toolName: toolCall.name,
410
+ },
411
+ gaps,
412
+ caveats: [],
413
+ };
414
+ }
415
+
416
+ export function normalizeProviderGapFromToolText(text: string): NormalizedProviderGap | undefined {
417
+ const parsed = parseToolTag(text);
418
+ if (!parsed || parsed.kind === "connected") return undefined;
419
+
420
+ return {
421
+ providerStatus: providerStatusFromTag(parsed),
422
+ provider: parsed.provider,
423
+ reason: reasonFromTag(parsed),
424
+ remediation: remediationFromTag(parsed),
425
+ silenced: parsed.kind === "skipped" ? parsed.silenced : undefined,
426
+ rawTag: text,
427
+ };
428
+ }
429
+
430
+ export function providerResultToPlanningEvidence<T>(
431
+ label: string,
432
+ result: ProviderResult<T>,
433
+ rawTracePointer?: RawTracePointer,
434
+ ): PlanningEvidenceRecord {
435
+ if (result.status === "ok") {
436
+ return {
437
+ id: `provider_result:${label}`,
438
+ evidenceType: "tool_result",
439
+ source: {},
440
+ entityScope: {},
441
+ observedAt: result.timestamp,
442
+ providerStatus: "available",
443
+ normalizedFacts: { label, data: result.data, stale: result.stale === true },
444
+ rawTracePointer,
445
+ gaps: [],
446
+ caveats: result.stale ? ["Provider result came from stale cache."] : [],
447
+ };
448
+ }
449
+
450
+ return {
451
+ id: `provider_result:${label}`,
452
+ evidenceType: "provider_gap",
453
+ source: { provider: result.provider },
454
+ entityScope: {},
455
+ observedAt: new Date(0).toISOString(),
456
+ providerStatus: "unavailable",
457
+ normalizedFacts: { label },
458
+ rawTracePointer,
459
+ gaps: [
460
+ {
461
+ kind: "provider_status",
462
+ providerStatus: "unavailable",
463
+ provider: result.provider,
464
+ reason: result.reason,
465
+ },
466
+ ],
467
+ caveats: [],
468
+ };
469
+ }
470
+
471
+ function providerGapToEvidenceGap(gap: NormalizedProviderGap): EvidenceGap {
472
+ return {
473
+ kind: "provider_status",
474
+ providerStatus: gap.providerStatus,
475
+ provider: gap.provider,
476
+ reason: gap.reason,
477
+ remediation: gap.remediation,
478
+ silenced: gap.silenced,
479
+ rawTag: gap.rawTag,
480
+ };
481
+ }
482
+
483
+ function providerStatusFromTag(
484
+ tag: Exclude<ParsedTag, { kind: "connected" }>,
485
+ ): Exclude<PlanningProviderStatus, "available"> {
486
+ if (tag.kind === "credential_required") return "credential_required";
487
+ if (tag.kind === "soft_degraded") return "soft_degraded";
488
+ return "skipped";
489
+ }
490
+
491
+ function reasonFromTag(tag: Exclude<ParsedTag, { kind: "connected" }>): string {
492
+ if (tag.kind === "credential_required") {
493
+ return tag.reason === "stale" ? "credential_stale" : "credential_missing";
494
+ }
495
+ if (tag.kind === "soft_degraded") {
496
+ return `soft_degraded_to_${tag.fallback}`;
497
+ }
498
+ return tag.reason;
499
+ }
500
+
501
+ function remediationFromTag(tag: Exclude<ParsedTag, { kind: "connected" }>): string | undefined {
502
+ if (tag.kind === "soft_degraded") return tag.remediation;
503
+ if (tag.kind === "skipped") return tag.remediation;
504
+ return "run /connect";
505
+ }
506
+
507
+ function toolResultText(result: unknown): string | undefined {
508
+ if (typeof result === "string") return result;
509
+ if (!isRecord(result)) return undefined;
510
+ const content = result.content;
511
+ if (typeof content === "string") return content;
512
+ if (Array.isArray(content)) {
513
+ return content
514
+ .map((item) => {
515
+ if (typeof item === "string") return item;
516
+ if (isRecord(item) && typeof item.text === "string") return item.text;
517
+ return "";
518
+ })
519
+ .filter(Boolean)
520
+ .join("\n");
521
+ }
522
+ return undefined;
523
+ }
524
+
525
+ function symbolsFromArgs(args: Record<string, unknown>): EntityScope {
526
+ const symbol = args.symbol;
527
+ const symbols = args.symbols;
528
+ if (typeof symbol === "string") return { symbols: [symbol] };
529
+ if (Array.isArray(symbols) && symbols.every((item) => typeof item === "string")) {
530
+ return { symbols: [...symbols] };
531
+ }
532
+ return {};
533
+ }
534
+
535
+ function extractPortfolioSleeves(text: string): PortfolioExposureSleeve[] {
536
+ const matches: PortfolioExposureSleeve[] = [];
537
+ const pattern =
538
+ /(\d+(?:\.\d+)?)\s*%\s*(?:in|to|of|toward|towards|allocated\s+to)?\s*([^,;.\n?]+)/gi;
539
+ for (const match of text.matchAll(pattern)) {
540
+ const percent = Number(match[1]);
541
+ if (!Number.isFinite(percent)) continue;
542
+ const label = cleanSleeveLabel(match[2] ?? "");
543
+ if (!label) continue;
544
+ matches.push({
545
+ label,
546
+ normalizedSleeve: normalizePortfolioSleeve(label),
547
+ percent: roundPercent(percent),
548
+ });
549
+ }
550
+ return matches;
551
+ }
552
+
553
+ function cleanSleeveLabel(label: string): string {
554
+ return label
555
+ .replace(/^(?:and|plus|with)\s+/i, "")
556
+ .replace(/\b(?:should|can|could|would|do|does|rebalance|diversify|target|bands?).*$/i, "")
557
+ .trim();
558
+ }
559
+
560
+ function normalizePortfolioSleeve(label: string): string {
561
+ const lower = label.toLowerCase();
562
+ if (/\b(?:s&p\s*500|sp\s*500|index|voo|spy|ivv)\b/.test(lower)) return "broad_us_index";
563
+ if (/\b(?:tech|technology|software|semis?|semiconductors?)\b/.test(lower))
564
+ return "technology_sector";
565
+ if (/\b(?:bond|bonds|fixed\s+income|treasur(?:y|ies))\b/.test(lower)) return "bonds";
566
+ if (/\b(?:cash|savings?|money\s*market|t[-\s]?bills?)\b/.test(lower)) return "cash";
567
+ if (/\b(?:international|ex[-\s]?us|foreign|global)\b/.test(lower)) return "international_equity";
568
+ if (/\b(?:stock|stocks|equity|equities)\b/.test(lower)) return "broad_equity";
569
+ return (
570
+ lower
571
+ .replace(/[^a-z0-9]+/g, "_")
572
+ .replace(/^_+|_+$/g, "")
573
+ .slice(0, 48) || "unknown_sleeve"
574
+ );
575
+ }
576
+
577
+ function roundPercent(value: number): number {
578
+ return Math.round(value * 100) / 100;
579
+ }
580
+
581
+ function temporalReferencesFor(text: string): string[] {
582
+ const lower = text.toLowerCase();
583
+ const refs: string[] = [];
584
+ if (/\btoday\b/.test(lower)) refs.push("today");
585
+ if (/\bright now\b/.test(lower)) refs.push("right_now");
586
+ if (/\bthis morning\b/.test(lower)) refs.push("this_morning");
587
+ if (/\bafter close\b|\bafter the close\b/.test(lower)) refs.push("after_close");
588
+ if (/\bmarket(?: is|'s)? closed\b|\bmarket-closed\b/.test(lower)) refs.push("market_closed");
589
+ if (/\bweekend\b/.test(lower)) refs.push("weekend");
590
+ if (/\bholiday\b/.test(lower)) refs.push("holiday");
591
+ return refs;
592
+ }
593
+
594
+ function classifyMarketStatus(
595
+ local: LocalDateTimeParts,
596
+ isWeekend: boolean,
597
+ isMarketHoliday: boolean,
598
+ temporalReferences: string[],
599
+ ): string {
600
+ if (isWeekend) return "closed_weekend";
601
+ if (isMarketHoliday) return "closed_holiday";
602
+ if (local.minutesSinceMidnight < 9 * 60 + 30) return "pre_market";
603
+ if (local.minutesSinceMidnight < 16 * 60) return "open";
604
+ if (temporalReferences.includes("after_close")) return "after_close";
605
+ return "closed_after_hours";
606
+ }
607
+
608
+ function quoteAsOfCaveat(marketStatus: string): string {
609
+ if (marketStatus === "open")
610
+ return "Quote evidence may be intraday or delayed depending on provider.";
611
+ if (marketStatus === "pre_market")
612
+ return "Quote evidence may reflect the previous regular session until premarket data is fetched.";
613
+ return "Quote evidence should distinguish the current calendar date from the most recent trading session.";
614
+ }
615
+
616
+ interface LocalDateTimeParts {
617
+ date: string;
618
+ time: string;
619
+ weekday: string;
620
+ minutesSinceMidnight: number;
621
+ }
622
+
623
+ function localDateTimeParts(date: Date, timezone: string): LocalDateTimeParts {
624
+ const formatter = new Intl.DateTimeFormat("en-US", {
625
+ timeZone: timezone,
626
+ year: "numeric",
627
+ month: "2-digit",
628
+ day: "2-digit",
629
+ hour: "2-digit",
630
+ minute: "2-digit",
631
+ hour12: false,
632
+ weekday: "short",
633
+ });
634
+ const parts = formatter.formatToParts(date).reduce<Record<string, string>>((acc, part) => {
635
+ acc[part.type] = part.value;
636
+ return acc;
637
+ }, {});
638
+ const hour = Number(parts.hour);
639
+ const minute = Number(parts.minute);
640
+ return {
641
+ date: `${parts.year}-${parts.month}-${parts.day}`,
642
+ time: `${parts.hour}:${parts.minute}`,
643
+ weekday: parts.weekday ?? "",
644
+ minutesSinceMidnight: hour * 60 + minute,
645
+ };
646
+ }
647
+
648
+ function lastTradingDay(localDate: string): string {
649
+ let cursor = dateFromKey(localDate);
650
+ do {
651
+ cursor = addDays(cursor, -1);
652
+ } while (isWeekendOrKnownHoliday(dateKey(cursor)));
653
+ return dateKey(cursor);
654
+ }
655
+
656
+ function isWeekendOrKnownHoliday(key: string): boolean {
657
+ const date = dateFromKey(key);
658
+ const day = date.getUTCDay();
659
+ return day === 0 || day === 6 || KNOWN_US_MARKET_HOLIDAYS[key] !== undefined;
660
+ }
661
+
662
+ function dateFromKey(key: string): Date {
663
+ const [year, month, day] = key.split("-").map(Number);
664
+ return new Date(Date.UTC(year, month - 1, day));
665
+ }
666
+
667
+ function addDays(date: Date, days: number): Date {
668
+ const next = new Date(date);
669
+ next.setUTCDate(next.getUTCDate() + days);
670
+ return next;
671
+ }
672
+
673
+ function dateKey(date: Date): string {
674
+ const year = date.getUTCFullYear();
675
+ const month = String(date.getUTCMonth() + 1).padStart(2, "0");
676
+ const day = String(date.getUTCDate()).padStart(2, "0");
677
+ return `${year}-${month}-${day}`;
678
+ }
679
+
680
+ function isRecord(value: unknown): value is Record<string, unknown> {
681
+ return typeof value === "object" && value !== null && !Array.isArray(value);
682
+ }
@@ -1,4 +1,4 @@
1
- import type { WorkflowStep, StepOutput } from "./workflow-types.js";
1
+ import type { StepOutput, WorkflowStep } from "./workflow-types.js";
2
2
 
3
3
  /**
4
4
  * A workflow step definition that carries its prompt text.
@@ -10,7 +10,6 @@ export interface PromptStep extends Omit<WorkflowStep, "status"> {
10
10
 
11
11
  /**
12
12
  * A complete workflow definition: typed step metadata + prompt text for each step.
13
- * Replaces the old WorkflowPlan { initialPrompt, followUps }.
14
13
  */
15
14
  export interface WorkflowDefinition {
16
15
  workflowType: string;
@@ -59,17 +58,3 @@ export function promptStepOutput(stepIndex: number, stepType: string): StepOutpu
59
58
  export function toStepDefinitions(steps: PromptStep[]): Omit<WorkflowStep, "status">[] {
60
59
  return steps.map(({ prompt: _prompt, ...step }) => step);
61
60
  }
62
-
63
- /**
64
- * Convert a WorkflowDefinition to the old WorkflowPlan format for backward compatibility.
65
- */
66
- export function toWorkflowPlan(definition: WorkflowDefinition): {
67
- initialPrompt: string;
68
- followUps: string[];
69
- } {
70
- const [first, ...rest] = definition.steps;
71
- return {
72
- initialPrompt: first?.prompt ?? "",
73
- followUps: rest.map((s) => s.prompt),
74
- };
75
- }