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.
- package/LICENSE +1 -1
- package/README.md +186 -117
- package/dist/analysts/contracts.d.ts +1 -3
- package/dist/analysts/contracts.js +1 -11
- package/dist/analysts/contracts.js.map +1 -1
- package/dist/analysts/orchestrator.d.ts +1 -3
- package/dist/analysts/orchestrator.js +1 -26
- package/dist/analysts/orchestrator.js.map +1 -1
- package/dist/cli.js +32 -8
- package/dist/cli.js.map +1 -1
- package/dist/config.d.ts +19 -3
- package/dist/config.js +69 -3
- package/dist/config.js.map +1 -1
- package/dist/index.d.ts +1 -1
- package/dist/index.js +1 -1
- package/dist/index.js.map +1 -1
- package/dist/infra/browser.d.ts +1 -3
- package/dist/infra/browser.js +4 -2
- package/dist/infra/browser.js.map +1 -1
- package/dist/infra/cache.d.ts +8 -11
- package/dist/infra/cache.js +17 -15
- package/dist/infra/cache.js.map +1 -1
- package/dist/infra/http-client.d.ts +4 -1
- package/dist/infra/http-client.js +59 -6
- package/dist/infra/http-client.js.map +1 -1
- package/dist/infra/index.d.ts +3 -3
- package/dist/infra/index.js +3 -3
- package/dist/infra/index.js.map +1 -1
- package/dist/infra/native-dependencies.js +2 -2
- package/dist/infra/native-dependencies.js.map +1 -1
- package/dist/infra/node-version.js.map +1 -1
- package/dist/infra/opencandle-paths.d.ts +0 -3
- package/dist/infra/opencandle-paths.js +4 -11
- package/dist/infra/opencandle-paths.js.map +1 -1
- package/dist/infra/rate-limiter.d.ts +4 -0
- package/dist/infra/rate-limiter.js +17 -10
- package/dist/infra/rate-limiter.js.map +1 -1
- package/dist/market-state/alert-conditions.d.ts +34 -0
- package/dist/market-state/alert-conditions.js +23 -0
- package/dist/market-state/alert-conditions.js.map +1 -0
- package/dist/market-state/alert-runner.d.ts +55 -0
- package/dist/market-state/alert-runner.js +634 -0
- package/dist/market-state/alert-runner.js.map +1 -0
- package/dist/market-state/daily-report.d.ts +26 -0
- package/dist/market-state/daily-report.js +179 -0
- package/dist/market-state/daily-report.js.map +1 -0
- package/dist/market-state/local-automation-service.d.ts +25 -0
- package/dist/market-state/local-automation-service.js +119 -0
- package/dist/market-state/local-automation-service.js.map +1 -0
- package/dist/market-state/notification-delivery.d.ts +14 -0
- package/dist/market-state/notification-delivery.js +139 -0
- package/dist/market-state/notification-delivery.js.map +1 -0
- package/dist/market-state/resolve-for-mutation.d.ts +10 -0
- package/dist/market-state/resolve-for-mutation.js +15 -0
- package/dist/market-state/resolve-for-mutation.js.map +1 -0
- package/dist/market-state/resolve.d.ts +14 -0
- package/dist/market-state/resolve.js +89 -0
- package/dist/market-state/resolve.js.map +1 -0
- package/dist/market-state/service.d.ts +527 -0
- package/dist/market-state/service.js +1099 -0
- package/dist/market-state/service.js.map +1 -0
- package/dist/memory/index.d.ts +7 -7
- package/dist/memory/index.js +6 -6
- package/dist/memory/index.js.map +1 -1
- package/dist/memory/manager.d.ts +9 -0
- package/dist/memory/manager.js +39 -22
- package/dist/memory/manager.js.map +1 -1
- package/dist/memory/retrieval.js +7 -4
- package/dist/memory/retrieval.js.map +1 -1
- package/dist/memory/sqlite.js +385 -3
- package/dist/memory/sqlite.js.map +1 -1
- package/dist/memory/storage.d.ts +3 -2
- package/dist/memory/storage.js +1 -2
- package/dist/memory/storage.js.map +1 -1
- package/dist/memory/tool-defaults.js +64 -28
- package/dist/memory/tool-defaults.js.map +1 -1
- package/dist/memory/types.js +4 -0
- package/dist/memory/types.js.map +1 -1
- package/dist/monitor.d.ts +2 -0
- package/dist/monitor.js +104 -0
- package/dist/monitor.js.map +1 -0
- package/dist/onboarding/connect.js +4 -6
- package/dist/onboarding/connect.js.map +1 -1
- package/dist/onboarding/credential-interceptor.js +1 -1
- package/dist/onboarding/credential-interceptor.js.map +1 -1
- package/dist/onboarding/degradation-accumulator.js +1 -3
- package/dist/onboarding/degradation-accumulator.js.map +1 -1
- package/dist/onboarding/providers.js +3 -16
- package/dist/onboarding/providers.js.map +1 -1
- package/dist/onboarding/state.js.map +1 -1
- package/dist/onboarding/tool-helpers.js +1 -1
- package/dist/onboarding/tool-helpers.js.map +1 -1
- package/dist/onboarding/tool-tags.js +6 -4
- package/dist/onboarding/tool-tags.js.map +1 -1
- package/dist/onboarding/validation.js +1 -1
- package/dist/onboarding/validation.js.map +1 -1
- package/dist/pi/opencandle-extension.d.ts +8 -0
- package/dist/pi/opencandle-extension.js +637 -59
- package/dist/pi/opencandle-extension.js.map +1 -1
- package/dist/pi/session.d.ts +1 -1
- package/dist/pi/session.js +3 -1
- package/dist/pi/session.js.map +1 -1
- package/dist/pi/setup.js +17 -2
- package/dist/pi/setup.js.map +1 -1
- package/dist/pi/tool-adapter.js +5 -2
- package/dist/pi/tool-adapter.js.map +1 -1
- package/dist/prompts/context-builder.d.ts +18 -3
- package/dist/prompts/context-builder.js +117 -18
- package/dist/prompts/context-builder.js.map +1 -1
- package/dist/prompts/disclaimer.js +1 -1
- package/dist/prompts/disclaimer.js.map +1 -1
- package/dist/prompts/policy-cards.d.ts +13 -0
- package/dist/prompts/policy-cards.js +197 -0
- package/dist/prompts/policy-cards.js.map +1 -0
- package/dist/prompts/sections.d.ts +1 -1
- package/dist/prompts/sections.js +3 -3
- package/dist/prompts/sections.js.map +1 -1
- package/dist/prompts/symbol-preflight.d.ts +20 -0
- package/dist/prompts/symbol-preflight.js +49 -0
- package/dist/prompts/symbol-preflight.js.map +1 -0
- package/dist/prompts/workflow-prompts.d.ts +1 -1
- package/dist/prompts/workflow-prompts.js +209 -19
- package/dist/prompts/workflow-prompts.js.map +1 -1
- package/dist/providers/alpha-vantage.d.ts +1 -1
- package/dist/providers/alpha-vantage.js +49 -8
- package/dist/providers/alpha-vantage.js.map +1 -1
- package/dist/providers/coingecko.js +1 -1
- package/dist/providers/coingecko.js.map +1 -1
- package/dist/providers/errors.d.ts +5 -0
- package/dist/providers/errors.js +11 -0
- package/dist/providers/errors.js.map +1 -0
- package/dist/providers/exa-search.d.ts +2 -2
- package/dist/providers/exa-search.js +19 -11
- package/dist/providers/exa-search.js.map +1 -1
- package/dist/providers/fear-greed.js +1 -1
- package/dist/providers/fear-greed.js.map +1 -1
- package/dist/providers/finnhub.js +3 -5
- package/dist/providers/finnhub.js.map +1 -1
- package/dist/providers/fred.js +2 -2
- package/dist/providers/fred.js.map +1 -1
- package/dist/providers/index.d.ts +7 -6
- package/dist/providers/index.js +6 -5
- package/dist/providers/index.js.map +1 -1
- package/dist/providers/reddit.js +2 -2
- package/dist/providers/reddit.js.map +1 -1
- package/dist/providers/sec-edgar.d.ts +9 -1
- package/dist/providers/sec-edgar.js +181 -6
- package/dist/providers/sec-edgar.js.map +1 -1
- package/dist/providers/tradingview.d.ts +47 -0
- package/dist/providers/tradingview.js +275 -0
- package/dist/providers/tradingview.js.map +1 -0
- package/dist/providers/twitter.js +6 -8
- package/dist/providers/twitter.js.map +1 -1
- package/dist/providers/web-search.js +26 -12
- package/dist/providers/web-search.js.map +1 -1
- package/dist/providers/with-fallback.js +4 -2
- package/dist/providers/with-fallback.js.map +1 -1
- package/dist/providers/wrap-provider.d.ts +2 -3
- package/dist/providers/wrap-provider.js +14 -8
- package/dist/providers/wrap-provider.js.map +1 -1
- package/dist/providers/yahoo-finance.d.ts +3 -1
- package/dist/providers/yahoo-finance.js +226 -11
- package/dist/providers/yahoo-finance.js.map +1 -1
- package/dist/routing/classify-intent.d.ts +9 -0
- package/dist/routing/classify-intent.js +153 -3
- package/dist/routing/classify-intent.js.map +1 -1
- package/dist/routing/defaults.d.ts +1 -1
- package/dist/routing/defaults.js +3 -3
- package/dist/routing/defaults.js.map +1 -1
- package/dist/routing/entity-extractor.d.ts +2 -0
- package/dist/routing/entity-extractor.js +377 -26
- package/dist/routing/entity-extractor.js.map +1 -1
- package/dist/routing/fund-symbols.d.ts +2 -0
- package/dist/routing/fund-symbols.js +55 -0
- package/dist/routing/fund-symbols.js.map +1 -0
- package/dist/routing/horizon.d.ts +1 -0
- package/dist/routing/horizon.js +10 -0
- package/dist/routing/horizon.js.map +1 -0
- package/dist/routing/index.d.ts +12 -6
- package/dist/routing/index.js +8 -4
- package/dist/routing/index.js.map +1 -1
- package/dist/routing/legacy-rule-router.d.ts +9 -0
- package/dist/routing/legacy-rule-router.js +12 -0
- package/dist/routing/legacy-rule-router.js.map +1 -0
- package/dist/routing/planning.d.ts +54 -0
- package/dist/routing/planning.js +562 -0
- package/dist/routing/planning.js.map +1 -0
- package/dist/routing/route-manifest.d.ts +35 -0
- package/dist/routing/route-manifest.js +242 -0
- package/dist/routing/route-manifest.js.map +1 -0
- package/dist/routing/router-llm-client.js.map +1 -1
- package/dist/routing/router-prompt.js +46 -45
- package/dist/routing/router-prompt.js.map +1 -1
- package/dist/routing/router-types.d.ts +10 -0
- package/dist/routing/router.d.ts +1 -0
- package/dist/routing/router.js +572 -13
- package/dist/routing/router.js.map +1 -1
- package/dist/routing/slot-resolver.d.ts +1 -1
- package/dist/routing/slot-resolver.js +45 -7
- package/dist/routing/slot-resolver.js.map +1 -1
- package/dist/routing/symbol-disambiguator.d.ts +11 -0
- package/dist/routing/symbol-disambiguator.js +52 -0
- package/dist/routing/symbol-disambiguator.js.map +1 -0
- package/dist/routing/turn-context.d.ts +44 -0
- package/dist/routing/turn-context.js +45 -0
- package/dist/routing/turn-context.js.map +1 -0
- package/dist/routing/types.d.ts +15 -1
- package/dist/runtime/answer-contracts.d.ts +82 -0
- package/dist/runtime/answer-contracts.js +442 -0
- package/dist/runtime/answer-contracts.js.map +1 -0
- package/dist/runtime/artifact-contracts.d.ts +14 -0
- package/dist/runtime/artifact-contracts.js +57 -0
- package/dist/runtime/artifact-contracts.js.map +1 -0
- package/dist/runtime/planning-evidence.d.ts +99 -0
- package/dist/runtime/planning-evidence.js +466 -0
- package/dist/runtime/planning-evidence.js.map +1 -0
- package/dist/runtime/prompt-step.d.ts +1 -9
- package/dist/runtime/prompt-step.js +0 -10
- package/dist/runtime/prompt-step.js.map +1 -1
- package/dist/runtime/run-context.d.ts +5 -2
- package/dist/runtime/run-context.js +8 -1
- package/dist/runtime/run-context.js.map +1 -1
- package/dist/runtime/session-coordinator.d.ts +29 -3
- package/dist/runtime/session-coordinator.js +204 -31
- package/dist/runtime/session-coordinator.js.map +1 -1
- package/dist/runtime/session-title.d.ts +14 -0
- package/dist/runtime/session-title.js +50 -0
- package/dist/runtime/session-title.js.map +1 -0
- package/dist/runtime/tool-defaults-wrapper.js +1 -3
- package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
- package/dist/runtime/validation.js.map +1 -1
- package/dist/runtime/workflow-events.js.map +1 -1
- package/dist/runtime/workflow-runner.d.ts +3 -3
- package/dist/runtime/workflow-runner.js +1 -1
- package/dist/runtime/workflow-runner.js.map +1 -1
- package/dist/sentiment/adapters/finnhub.d.ts +1 -1
- package/dist/sentiment/adapters/finnhub.js +6 -1
- package/dist/sentiment/adapters/finnhub.js.map +1 -1
- package/dist/sentiment/adapters/reddit.d.ts +2 -2
- package/dist/sentiment/adapters/twitter.d.ts +1 -1
- package/dist/sentiment/adapters/web.d.ts +1 -1
- package/dist/sentiment/index.d.ts +9 -11
- package/dist/sentiment/index.js +9 -20
- package/dist/sentiment/index.js.map +1 -1
- package/dist/sentiment/keywords.js +26 -4
- package/dist/sentiment/keywords.js.map +1 -1
- package/dist/sentiment/pipeline.d.ts +2 -2
- package/dist/sentiment/pipeline.js +1 -1
- package/dist/sentiment/pipeline.js.map +1 -1
- package/dist/sentiment/scorer.js +1 -1
- package/dist/sentiment/store.d.ts +1 -1
- package/dist/sentiment/store.js +1 -1
- package/dist/sentiment/store.js.map +1 -1
- package/dist/sentiment/trends.d.ts +1 -1
- package/dist/sentiment/trends.js.map +1 -1
- package/dist/sentiment/types.js.map +1 -1
- package/dist/system-prompt.js +7 -3
- package/dist/system-prompt.js.map +1 -1
- package/dist/tool-kit.d.ts +7 -7
- package/dist/tool-kit.js +4 -4
- package/dist/tool-kit.js.map +1 -1
- package/dist/tools/fundamentals/company-overview.js +12 -7
- package/dist/tools/fundamentals/company-overview.js.map +1 -1
- package/dist/tools/fundamentals/comps.js +19 -10
- package/dist/tools/fundamentals/comps.js.map +1 -1
- package/dist/tools/fundamentals/dcf.js +24 -12
- package/dist/tools/fundamentals/dcf.js.map +1 -1
- package/dist/tools/fundamentals/earnings.js +9 -4
- package/dist/tools/fundamentals/earnings.js.map +1 -1
- package/dist/tools/fundamentals/financials.js +9 -4
- package/dist/tools/fundamentals/financials.js.map +1 -1
- package/dist/tools/fundamentals/sec-filings.d.ts +1 -0
- package/dist/tools/fundamentals/sec-filings.js +36 -4
- package/dist/tools/fundamentals/sec-filings.js.map +1 -1
- package/dist/tools/index.d.ts +23 -18
- package/dist/tools/index.js +53 -38
- package/dist/tools/index.js.map +1 -1
- package/dist/tools/interaction/ask-user.js +15 -3
- package/dist/tools/interaction/ask-user.js.map +1 -1
- package/dist/tools/interaction/twitter-login.js +13 -3
- package/dist/tools/interaction/twitter-login.js.map +1 -1
- package/dist/tools/macro/fear-greed.js +1 -1
- package/dist/tools/macro/fear-greed.js.map +1 -1
- package/dist/tools/macro/fred-data.d.ts +1 -1
- package/dist/tools/macro/fred-data.js +44 -9
- package/dist/tools/macro/fred-data.js.map +1 -1
- package/dist/tools/market/crypto-history.js +21 -3
- package/dist/tools/market/crypto-history.js.map +1 -1
- package/dist/tools/market/crypto-price.js +4 -2
- package/dist/tools/market/crypto-price.js.map +1 -1
- package/dist/tools/market/screen-stocks.d.ts +18 -0
- package/dist/tools/market/screen-stocks.js +252 -0
- package/dist/tools/market/screen-stocks.js.map +1 -0
- package/dist/tools/market/search-ticker.js +161 -9
- package/dist/tools/market/search-ticker.js.map +1 -1
- package/dist/tools/market/stock-history.d.ts +2 -2
- package/dist/tools/market/stock-history.js +27 -8
- package/dist/tools/market/stock-history.js.map +1 -1
- package/dist/tools/market/stock-quote.js +6 -4
- package/dist/tools/market/stock-quote.js.map +1 -1
- package/dist/tools/options/greeks.js +1 -2
- package/dist/tools/options/greeks.js.map +1 -1
- package/dist/tools/options/option-chain.js +27 -9
- package/dist/tools/options/option-chain.js.map +1 -1
- package/dist/tools/portfolio/alerts.d.ts +15 -0
- package/dist/tools/portfolio/alerts.js +357 -0
- package/dist/tools/portfolio/alerts.js.map +1 -0
- package/dist/tools/portfolio/correlation.d.ts +1 -1
- package/dist/tools/portfolio/correlation.js +34 -14
- package/dist/tools/portfolio/correlation.js.map +1 -1
- package/dist/tools/portfolio/daily-report.d.ts +8 -0
- package/dist/tools/portfolio/daily-report.js +83 -0
- package/dist/tools/portfolio/daily-report.js.map +1 -0
- package/dist/tools/portfolio/holdings-overlap.d.ts +8 -0
- package/dist/tools/portfolio/holdings-overlap.js +112 -0
- package/dist/tools/portfolio/holdings-overlap.js.map +1 -0
- package/dist/tools/portfolio/notifications.d.ts +7 -0
- package/dist/tools/portfolio/notifications.js +43 -0
- package/dist/tools/portfolio/notifications.js.map +1 -0
- package/dist/tools/portfolio/predictions.d.ts +12 -6
- package/dist/tools/portfolio/predictions.js +338 -88
- package/dist/tools/portfolio/predictions.js.map +1 -1
- package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
- package/dist/tools/portfolio/risk-analysis.js +46 -7
- package/dist/tools/portfolio/risk-analysis.js.map +1 -1
- package/dist/tools/portfolio/tracker.d.ts +4 -3
- package/dist/tools/portfolio/tracker.js +247 -102
- package/dist/tools/portfolio/tracker.js.map +1 -1
- package/dist/tools/portfolio/watchlist.d.ts +6 -4
- package/dist/tools/portfolio/watchlist.js +209 -101
- package/dist/tools/portfolio/watchlist.js.map +1 -1
- package/dist/tools/sentiment/reddit-sentiment.js +24 -11
- package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
- package/dist/tools/sentiment/sentiment-summary.js +71 -14
- package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
- package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
- package/dist/tools/sentiment/sentiment-trend.js +12 -2
- package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
- package/dist/tools/sentiment/twitter-sentiment.js +13 -6
- package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
- package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
- package/dist/tools/sentiment/untrusted-text.js +17 -0
- package/dist/tools/sentiment/untrusted-text.js.map +1 -0
- package/dist/tools/sentiment/web-search.js +37 -12
- package/dist/tools/sentiment/web-search.js.map +1 -1
- package/dist/tools/sentiment/web-sentiment.js +16 -4
- package/dist/tools/sentiment/web-sentiment.js.map +1 -1
- package/dist/tools/technical/backtest.d.ts +3 -3
- package/dist/tools/technical/backtest.js +65 -44
- package/dist/tools/technical/backtest.js.map +1 -1
- package/dist/tools/technical/indicators.js +24 -8
- package/dist/tools/technical/indicators.js.map +1 -1
- package/dist/types/index.d.ts +3 -3
- package/dist/types/index.js.map +1 -1
- package/dist/types/market.d.ts +1 -0
- package/dist/types/options.d.ts +10 -0
- package/dist/types/portfolio.d.ts +41 -4
- package/dist/workflows/compare-assets.d.ts +0 -3
- package/dist/workflows/compare-assets.js +55 -10
- package/dist/workflows/compare-assets.js.map +1 -1
- package/dist/workflows/index.d.ts +3 -4
- package/dist/workflows/index.js +3 -3
- package/dist/workflows/index.js.map +1 -1
- package/dist/workflows/options-screener.d.ts +0 -3
- package/dist/workflows/options-screener.js +88 -14
- package/dist/workflows/options-screener.js.map +1 -1
- package/dist/workflows/portfolio-builder.d.ts +0 -3
- package/dist/workflows/portfolio-builder.js +7 -11
- package/dist/workflows/portfolio-builder.js.map +1 -1
- package/gui/server/ask-user-bridge.ts +82 -0
- package/gui/server/automation-heartbeat.ts +97 -0
- package/gui/server/background-quotes.ts +97 -1
- package/gui/server/chat-event-adapter.ts +32 -10
- package/gui/server/chat-run-session.ts +16 -0
- package/gui/server/gui-session-manager.ts +5 -0
- package/gui/server/invoke-tool.ts +144 -1
- package/gui/server/live-chat-event-adapter.ts +21 -6
- package/gui/server/market-state-api.ts +315 -0
- package/gui/server/model-setup.ts +149 -2
- package/gui/server/private-api-access.ts +62 -0
- package/gui/server/projector.ts +58 -11
- package/gui/server/prompt-observation.ts +58 -0
- package/gui/server/quote-snapshot-store.ts +50 -0
- package/gui/server/server.ts +236 -376
- package/gui/server/session-actions.ts +186 -1
- package/gui/server/session-entry-wait.ts +81 -0
- package/gui/server/shutdown.ts +47 -0
- package/gui/server/tool-invoke-ack.ts +49 -0
- package/gui/server/tool-metadata.ts +23 -10
- package/gui/server/websocket.ts +13 -3
- package/gui/server/writer-lock.ts +6 -2
- package/gui/server/ws-hub.ts +292 -0
- package/gui/shared/chat-events.ts +16 -1
- package/gui/shared/event-reducer.ts +24 -6
- package/gui/web/dist/assets/CatalogOverlay-eJ2cBk33.js +1 -0
- package/gui/web/dist/assets/index-2KZtKBmu.css +1 -0
- package/gui/web/dist/assets/index-CveNgtDg.js +69 -0
- package/gui/web/dist/index.html +2 -2
- package/package.json +22 -12
- package/src/analysts/contracts.ts +10 -23
- package/src/analysts/orchestrator.ts +8 -43
- package/src/cli.ts +37 -13
- package/src/config.ts +99 -7
- package/src/index.ts +1 -1
- package/src/infra/browser.ts +4 -2
- package/src/infra/cache.ts +41 -30
- package/src/infra/http-client.ts +72 -6
- package/src/infra/index.ts +7 -10
- package/src/infra/native-dependencies.ts +8 -3
- package/src/infra/node-version.ts +3 -1
- package/src/infra/opencandle-paths.ts +3 -14
- package/src/infra/rate-limiter.ts +32 -20
- package/src/market-state/alert-conditions.ts +82 -0
- package/src/market-state/alert-runner.ts +863 -0
- package/src/market-state/daily-report.ts +247 -0
- package/src/market-state/local-automation-service.ts +162 -0
- package/src/market-state/notification-delivery.ts +158 -0
- package/src/market-state/resolve-for-mutation.ts +24 -0
- package/src/market-state/resolve.ts +112 -0
- package/src/market-state/service.ts +2344 -0
- package/src/memory/index.ts +7 -7
- package/src/memory/manager.ts +57 -26
- package/src/memory/retrieval.ts +8 -7
- package/src/memory/sqlite.ts +407 -6
- package/src/memory/storage.ts +8 -17
- package/src/memory/tool-defaults.ts +60 -39
- package/src/memory/types.ts +7 -3
- package/src/monitor.ts +121 -0
- package/src/onboarding/connect.ts +10 -33
- package/src/onboarding/credential-interceptor.ts +3 -15
- package/src/onboarding/degradation-accumulator.ts +1 -3
- package/src/onboarding/providers.ts +9 -40
- package/src/onboarding/state.ts +4 -15
- package/src/onboarding/tool-helpers.ts +2 -9
- package/src/onboarding/tool-tags.ts +6 -6
- package/src/onboarding/validation.ts +14 -20
- package/src/pi/opencandle-extension.ts +795 -120
- package/src/pi/session.ts +7 -5
- package/src/pi/setup.ts +61 -33
- package/src/pi/tool-adapter.ts +5 -2
- package/src/prompts/context-builder.ts +143 -21
- package/src/prompts/disclaimer.ts +1 -1
- package/src/prompts/policy-cards.ts +220 -0
- package/src/prompts/sections.ts +4 -4
- package/src/prompts/symbol-preflight.ts +80 -0
- package/src/prompts/workflow-prompts.ts +231 -28
- package/src/providers/alpha-vantage.ts +82 -40
- package/src/providers/coingecko.ts +2 -5
- package/src/providers/errors.ts +9 -0
- package/src/providers/exa-search.ts +24 -22
- package/src/providers/fear-greed.ts +1 -1
- package/src/providers/finnhub.ts +7 -6
- package/src/providers/fred.ts +3 -3
- package/src/providers/index.ts +14 -6
- package/src/providers/reddit.ts +17 -6
- package/src/providers/sec-edgar.ts +235 -5
- package/src/providers/tradingview.ts +399 -0
- package/src/providers/twitter.ts +6 -8
- package/src/providers/web-search.ts +30 -20
- package/src/providers/with-fallback.ts +8 -7
- package/src/providers/wrap-provider.ts +15 -10
- package/src/providers/yahoo-finance.ts +292 -20
- package/src/routing/classify-intent.ts +186 -4
- package/src/routing/defaults.ts +4 -4
- package/src/routing/entity-extractor.ts +428 -28
- package/src/routing/fund-symbols.ts +58 -0
- package/src/routing/horizon.ts +7 -0
- package/src/routing/index.ts +60 -16
- package/src/routing/legacy-rule-router.ts +13 -0
- package/src/routing/planning.ts +823 -0
- package/src/routing/route-manifest.ts +309 -0
- package/src/routing/router-llm-client.ts +4 -4
- package/src/routing/router-prompt.ts +52 -52
- package/src/routing/router-types.ts +18 -0
- package/src/routing/router.ts +717 -20
- package/src/routing/slot-resolver.ts +75 -14
- package/src/routing/symbol-disambiguator.ts +72 -0
- package/src/routing/turn-context.ts +108 -0
- package/src/routing/types.ts +15 -1
- package/src/runtime/answer-contracts.ts +672 -0
- package/src/runtime/artifact-contracts.ts +77 -0
- package/src/runtime/planning-evidence.ts +682 -0
- package/src/runtime/prompt-step.ts +1 -16
- package/src/runtime/run-context.ts +12 -2
- package/src/runtime/session-coordinator.ts +297 -56
- package/src/runtime/session-title.ts +60 -0
- package/src/runtime/tool-defaults-wrapper.ts +1 -3
- package/src/runtime/validation.ts +1 -4
- package/src/runtime/workflow-events.ts +7 -7
- package/src/runtime/workflow-runner.ts +5 -11
- package/src/sentiment/adapters/finnhub.ts +7 -2
- package/src/sentiment/adapters/reddit.ts +2 -2
- package/src/sentiment/adapters/twitter.ts +1 -1
- package/src/sentiment/adapters/web.ts +1 -1
- package/src/sentiment/index.ts +16 -26
- package/src/sentiment/keywords.ts +26 -4
- package/src/sentiment/pipeline.ts +15 -4
- package/src/sentiment/scorer.ts +1 -1
- package/src/sentiment/store.ts +2 -2
- package/src/sentiment/trends.ts +9 -3
- package/src/sentiment/types.ts +5 -4
- package/src/system-prompt.ts +7 -3
- package/src/tool-kit.ts +10 -9
- package/src/tools/fundamentals/company-overview.ts +20 -10
- package/src/tools/fundamentals/comps.ts +69 -56
- package/src/tools/fundamentals/dcf.ts +146 -96
- package/src/tools/fundamentals/earnings.ts +17 -7
- package/src/tools/fundamentals/financials.ts +17 -8
- package/src/tools/fundamentals/sec-filings.ts +52 -8
- package/src/tools/index.ts +53 -38
- package/src/tools/interaction/ask-user.ts +22 -10
- package/src/tools/interaction/twitter-login.ts +17 -5
- package/src/tools/macro/fear-greed.ts +2 -2
- package/src/tools/macro/fred-data.ts +80 -42
- package/src/tools/market/crypto-history.ts +25 -4
- package/src/tools/market/crypto-price.ts +7 -7
- package/src/tools/market/screen-stocks.ts +279 -0
- package/src/tools/market/search-ticker.ts +219 -18
- package/src/tools/market/stock-history.ts +38 -13
- package/src/tools/market/stock-quote.ts +11 -8
- package/src/tools/options/greeks.ts +5 -6
- package/src/tools/options/option-chain.ts +47 -18
- package/src/tools/portfolio/alerts.ts +457 -0
- package/src/tools/portfolio/correlation.ts +48 -21
- package/src/tools/portfolio/daily-report.ts +101 -0
- package/src/tools/portfolio/holdings-overlap.ts +139 -0
- package/src/tools/portfolio/notifications.ts +45 -0
- package/src/tools/portfolio/predictions.ts +407 -107
- package/src/tools/portfolio/risk-analysis.ts +47 -8
- package/src/tools/portfolio/tracker.ts +271 -110
- package/src/tools/portfolio/watchlist.ts +251 -116
- package/src/tools/sentiment/reddit-sentiment.ts +51 -25
- package/src/tools/sentiment/sentiment-summary.ts +116 -35
- package/src/tools/sentiment/sentiment-trend.ts +24 -7
- package/src/tools/sentiment/twitter-sentiment.ts +23 -16
- package/src/tools/sentiment/untrusted-text.ts +21 -0
- package/src/tools/sentiment/web-search.ts +52 -16
- package/src/tools/sentiment/web-sentiment.ts +27 -11
- package/src/tools/technical/backtest.ts +78 -47
- package/src/tools/technical/indicators.ts +40 -17
- package/src/types/index.ts +8 -3
- package/src/types/market.ts +1 -0
- package/src/types/options.ts +17 -0
- package/src/types/portfolio.ts +46 -4
- package/src/types/sentiment.ts +2 -2
- package/src/workflows/compare-assets.ts +67 -19
- package/src/workflows/index.ts +3 -4
- package/src/workflows/options-screener.ts +98 -22
- package/src/workflows/portfolio-builder.ts +40 -29
- package/dist/runtime/index.d.ts +0 -16
- package/dist/runtime/index.js +0 -10
- package/dist/runtime/index.js.map +0 -1
- package/dist/runtime/provider-ids.d.ts +0 -14
- package/dist/runtime/provider-ids.js +0 -14
- package/dist/runtime/provider-ids.js.map +0 -1
- package/dist/workflows/types.d.ts +0 -4
- package/dist/workflows/types.js +0 -2
- package/dist/workflows/types.js.map +0 -1
- package/gui/web/dist/assets/CatalogOverlay-D1ImSJTe.js +0 -1
- package/gui/web/dist/assets/index-DBrWq43L.css +0 -1
- package/gui/web/dist/assets/index-RflHaj0y.js +0 -67
- package/src/runtime/index.ts +0 -55
- package/src/runtime/provider-ids.ts +0 -15
- package/src/workflows/types.ts +0 -4
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import type { ParsedTag } from "../onboarding/tool-tags.js";
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import type { CapabilityGapId, EvidencePlanId, TaskFamily } from "../routing/planning.js";
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import type { ProviderResult } from "./evidence.js";
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export type PlanningEvidenceType =
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export type PlanningProviderStatus =
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export interface EvidenceSource {
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toolName?: string;
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provider?: string;
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export interface EntityScope {
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query?: string;
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export interface RawTracePointer {
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turnIndex?: number;
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toolCallIndex?: number;
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toolCallId?: string;
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toolName?: string;
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export interface EvidenceGap {
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kind: "provider_status" | "capability_gap" | "roadmap_placeholder";
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providerStatus?: Exclude<PlanningProviderStatus, "available">;
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provider?: string;
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capabilityGapId?: CapabilityGapId;
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reason: string;
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remediation?: string;
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silenced?: boolean;
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rawTag?: string;
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export interface PlanningEvidenceRecord {
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id: string;
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evidenceType: PlanningEvidenceType;
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source: EvidenceSource;
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entityScope: EntityScope;
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observedAt: string;
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providerStatus: PlanningProviderStatus;
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normalizedFacts: Record<string, unknown>;
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rawTracePointer?: RawTracePointer;
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gaps: EvidenceGap[];
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caveats: string[];
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export interface EvidencePlanDefinition {
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taskFamilies: TaskFamily[];
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requiredEvidence: PlanningEvidenceType[];
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optionalEvidence: PlanningEvidenceType[];
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capabilityGapIds: CapabilityGapId[];
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roadmapPlaceholder?: string;
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export interface MarketStatusInput {
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timezone?: string;
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traceId?: string;
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traceId?: string;
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export interface PortfolioExposureMapInput {
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text: string;
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now?: Date;
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traceId?: string;
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export interface PortfolioExposureSleeve {
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label: string;
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normalizedSleeve: string;
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percent: number;
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export interface ToolCallEvidenceInput {
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name: string;
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args: Record<string, unknown>;
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export interface ToolTraceOptions {
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export interface NormalizedProviderGap {
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provider: string;
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}
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export const EVIDENCE_PLAN_REGISTRY: Record<EvidencePlanId, EvidencePlanDefinition> = {
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market_status: {
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id: "market_status",
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taskFamilies: ["current_event_explanation", "macro_allocation_review"],
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requiredEvidence: ["market_status"],
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optionalEvidence: ["tool_result"],
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ticker_disambiguation: {
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id: "ticker_disambiguation",
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taskFamilies: ["ticker_disambiguation"],
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requiredEvidence: ["ticker_disambiguation"],
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optionalEvidence: ["tool_result"],
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capabilityGapIds: ["earnings_event_risk"],
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placeholder_single_asset_decision: placeholderPlan(
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placeholder_asset_compare: placeholderPlan(
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["asset_compare"],
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["etf_holdings_overlap"],
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placeholder_portfolio_build: placeholderPlan(
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["portfolio_build"],
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[],
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),
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placeholder_portfolio_review: placeholderPlan(
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"placeholder_portfolio_review",
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["portfolio_review"],
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[],
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),
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placeholder_options_strategy: placeholderPlan(
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"placeholder_options_strategy",
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["options_strategy"],
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[],
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),
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placeholder_current_event_explanation: placeholderPlan(
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"placeholder_current_event_explanation",
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["current_event_explanation"],
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["market_calendar"],
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),
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placeholder_sentiment_snapshot: placeholderPlan(
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"placeholder_sentiment_snapshot",
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["sentiment_snapshot"],
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["sentiment_sample_depth"],
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),
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placeholder_filing_thesis_review: placeholderPlan(
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"placeholder_filing_thesis_review",
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["filing_thesis_review"],
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[],
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),
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placeholder_retail_finance_tradeoff: placeholderPlan(
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"placeholder_retail_finance_tradeoff",
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["retail_finance_tradeoff"],
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["brokerage_comparison", "cash_yield_products", "fund_tax_efficiency"],
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),
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placeholder_concept_explainer: placeholderPlan(
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"placeholder_concept_explainer",
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["concept_explainer"],
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[],
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),
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placeholder_backtest_review: placeholderPlan(
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"placeholder_backtest_review",
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["backtest_review"],
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[],
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),
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placeholder_stateful_tracking_update: placeholderPlan(
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"placeholder_stateful_tracking_update",
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["stateful_tracking_update"],
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[],
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),
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placeholder_general_fallback: placeholderPlan(
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"placeholder_general_fallback",
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["general_fallback"],
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[],
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),
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};
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const KNOWN_US_MARKET_HOLIDAYS: Record<string, string> = {
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"2026-01-01": "New Year's Day",
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"2026-01-19": "Martin Luther King Jr. Day",
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"2026-02-16": "Washington's Birthday",
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"2026-04-03": "Good Friday",
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"2026-05-25": "Memorial Day",
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"2026-06-19": "Juneteenth",
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"2026-07-03": "Independence Day observed",
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"2026-09-07": "Labor Day",
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"2026-11-26": "Thanksgiving Day",
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"2026-12-25": "Christmas Day",
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};
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+
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218
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+
function placeholderPlan(
|
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219
|
+
id: EvidencePlanId,
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220
|
+
taskFamilies: TaskFamily[],
|
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221
|
+
capabilityGapIds: CapabilityGapId[],
|
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+
): EvidencePlanDefinition {
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+
return {
|
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+
id,
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+
taskFamilies,
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implemented: false,
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|
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requiredEvidence: [],
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|
+
optionalEvidence: ["tool_result"],
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|
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capabilityGapIds,
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|
+
roadmapPlaceholder: "openspec/changes/prompt-to-policy-agent-planning/future-roadmap.md",
|
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|
+
};
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|
+
}
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|
+
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234
|
+
export function buildMarketStatusEvidence(input: MarketStatusInput): PlanningEvidenceRecord {
|
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235
|
+
const timezone = input.timezone ?? "America/New_York";
|
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236
|
+
const now = input.now ?? new Date();
|
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|
+
const local = localDateTimeParts(now, timezone);
|
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238
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+
const temporalReferences = temporalReferencesFor(input.text);
|
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239
|
+
const holidayName = KNOWN_US_MARKET_HOLIDAYS[local.date];
|
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240
|
+
const isWeekend = local.weekday === "Sat" || local.weekday === "Sun";
|
|
241
|
+
const isMarketHoliday = holidayName !== undefined;
|
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242
|
+
const marketStatus = classifyMarketStatus(local, isWeekend, isMarketHoliday, temporalReferences);
|
|
243
|
+
const lastTradingDate = marketStatus === "open" ? local.date : lastTradingDay(local.date);
|
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244
|
+
const gaps: EvidenceGap[] = [
|
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245
|
+
{
|
|
246
|
+
kind: "capability_gap",
|
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247
|
+
capabilityGapId: "market_calendar",
|
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248
|
+
reason:
|
|
249
|
+
"V1 uses deterministic weekday and known-holiday grounding, not a live exchange-calendar provider.",
|
|
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|
+
},
|
|
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|
+
];
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+
|
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+
return {
|
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|
+
id: "market_status:deterministic",
|
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255
|
+
evidenceType: "market_status",
|
|
256
|
+
source: { toolName: "deterministic_market_status" },
|
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|
+
entityScope: { query: input.text },
|
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|
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observedAt: now.toISOString(),
|
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|
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providerStatus: "available",
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|
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normalizedFacts: {
|
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|
+
timezone,
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|
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localDate: local.date,
|
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|
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localTime: local.time,
|
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|
+
weekday: local.weekday,
|
|
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|
+
temporalReferences,
|
|
266
|
+
isWeekend,
|
|
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|
+
isMarketHoliday,
|
|
268
|
+
holidayName,
|
|
269
|
+
marketStatus,
|
|
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|
+
lastTradingDay: lastTradingDate,
|
|
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|
+
quoteAsOfCaveat: quoteAsOfCaveat(marketStatus),
|
|
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|
+
},
|
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|
+
rawTracePointer: input.traceId
|
|
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|
+
? { 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 {
|
|
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
|
-
}
|