opencandle 0.4.0 → 0.6.0

package/dist/memory/sqlite.js

@@ -1,8 +1,8 @@
 import { mkdirSync } from "node:fs";
 import { dirname } from "node:path";
 import Database from "better-sqlite3";
-import { getStateDbPath } from "../infra/opencandle-paths.js";
-const CURRENT_SCHEMA_VERSION = 4;
+import { ensureOpenCandleHomeDir, getStateDbPath } from "../infra/opencandle-paths.js";
+const CURRENT_SCHEMA_VERSION = 7;
 const CURRENT_SCHEMA = `
   CREATE TABLE IF NOT EXISTS schema_version (
     version INTEGER NOT NULL
@@ -60,6 +60,294 @@ const CURRENT_SCHEMA = `
     set_at TEXT NOT NULL,
     PRIMARY KEY (tool_name, param_path)
   );
+
+  CREATE TABLE IF NOT EXISTS instruments (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    symbol TEXT NOT NULL,
+    asset_type TEXT NOT NULL,
+    name TEXT,
+    exchange TEXT,
+    currency TEXT,
+    provider TEXT NOT NULL,
+    provider_metadata_json TEXT,
+    last_resolved_at TEXT NOT NULL,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL
+  );
+
+  CREATE INDEX IF NOT EXISTS idx_instruments_symbol ON instruments(symbol);
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_instruments_provider_identity
+    ON instruments(provider, symbol, asset_type, IFNULL(exchange, ''));
+
+  CREATE TABLE IF NOT EXISTS instrument_aliases (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    instrument_id INTEGER NOT NULL,
+    source TEXT NOT NULL,
+    source_symbol TEXT NOT NULL,
+    source_exchange TEXT,
+    source_asset_type TEXT,
+    source_id TEXT,
+    raw_json TEXT,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL,
+    FOREIGN KEY (instrument_id) REFERENCES instruments(id) ON DELETE RESTRICT
+  );
+
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_instrument_aliases_source_id
+    ON instrument_aliases(source, source_id)
+    WHERE source_id IS NOT NULL;
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_instrument_aliases_source_symbol
+    ON instrument_aliases(source, source_symbol, IFNULL(source_exchange, ''), IFNULL(source_asset_type, ''))
+    WHERE source_id IS NULL;
+
+  CREATE TABLE IF NOT EXISTS watchlists (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    name TEXT NOT NULL,
+    is_default INTEGER NOT NULL DEFAULT 0,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL
+  );
+
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_watchlists_one_default
+    ON watchlists(is_default)
+    WHERE is_default = 1;
+
+  CREATE TABLE IF NOT EXISTS watchlist_items (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    watchlist_id INTEGER NOT NULL,
+    instrument_id INTEGER NOT NULL,
+    thesis TEXT,
+    notes TEXT,
+    tags_json TEXT,
+    target_price REAL,
+    stop_price REAL,
+    price_currency TEXT,
+    source TEXT,
+    source_row_id TEXT,
+    source_metadata_json TEXT,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL,
+    UNIQUE(watchlist_id, instrument_id),
+    FOREIGN KEY (watchlist_id) REFERENCES watchlists(id) ON DELETE CASCADE,
+    FOREIGN KEY (instrument_id) REFERENCES instruments(id) ON DELETE RESTRICT
+  );
+
+  CREATE INDEX IF NOT EXISTS idx_watchlist_items_source_row
+    ON watchlist_items(source, source_row_id)
+    WHERE source IS NOT NULL AND source_row_id IS NOT NULL;
+
+  CREATE TABLE IF NOT EXISTS portfolios (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    name TEXT NOT NULL,
+    base_currency TEXT NOT NULL DEFAULT 'USD',
+    is_default INTEGER NOT NULL DEFAULT 0,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL
+  );
+
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_portfolios_one_default
+    ON portfolios(is_default)
+    WHERE is_default = 1;
+
+  CREATE TABLE IF NOT EXISTS portfolio_lots (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    portfolio_id INTEGER NOT NULL,
+    instrument_id INTEGER NOT NULL,
+    quantity REAL NOT NULL,
+    avg_cost REAL NOT NULL,
+    currency TEXT NOT NULL,
+    opened_at TEXT,
+    notes TEXT,
+    source TEXT,
+    source_account_ref TEXT,
+    source_lot_id TEXT,
+    source_row_id TEXT,
+    source_metadata_json TEXT,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL,
+    FOREIGN KEY (portfolio_id) REFERENCES portfolios(id) ON DELETE CASCADE,
+    FOREIGN KEY (instrument_id) REFERENCES instruments(id) ON DELETE RESTRICT
+  );
+
+  CREATE INDEX IF NOT EXISTS idx_portfolio_lots_source_row
+    ON portfolio_lots(source, source_row_id)
+    WHERE source IS NOT NULL AND source_row_id IS NOT NULL;
+  CREATE INDEX IF NOT EXISTS idx_portfolio_lots_source_lot
+    ON portfolio_lots(source, source_lot_id)
+    WHERE source IS NOT NULL AND source_lot_id IS NOT NULL;
+
+  CREATE TABLE IF NOT EXISTS prediction_records (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    instrument_id INTEGER NOT NULL,
+    direction TEXT NOT NULL,
+    conviction REAL NOT NULL,
+    entry_price REAL NOT NULL,
+    target_price REAL,
+    opened_at TEXT NOT NULL,
+    expires_at TEXT NOT NULL,
+    status TEXT NOT NULL,
+    resolved_at TEXT,
+    result_json TEXT,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL,
+    FOREIGN KEY (instrument_id) REFERENCES instruments(id) ON DELETE RESTRICT
+  );
+
+  CREATE TABLE IF NOT EXISTS alert_rules (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    scope_type TEXT NOT NULL,
+    scope_id INTEGER,
+    instrument_id INTEGER,
+    condition_type TEXT NOT NULL,
+    condition_version INTEGER NOT NULL,
+    condition_json TEXT NOT NULL,
+    timeframe TEXT NOT NULL,
+    enabled INTEGER NOT NULL DEFAULT 1,
+    check_interval_seconds INTEGER,
+    next_check_at TEXT,
+    last_checked_at TEXT,
+    last_observed_json TEXT,
+    status TEXT NOT NULL DEFAULT 'active',
+    retrigger_mode TEXT NOT NULL DEFAULT 'recurring',
+    last_condition_state TEXT NOT NULL DEFAULT 'unknown',
+    rule_revision INTEGER NOT NULL DEFAULT 1,
+    arm_cycle_id INTEGER NOT NULL DEFAULT 1,
+    cooldown_seconds INTEGER,
+    last_triggered_at TEXT,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL,
+    FOREIGN KEY (instrument_id) REFERENCES instruments(id) ON DELETE RESTRICT
+  );
+
+  CREATE TABLE IF NOT EXISTS alert_events (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    alert_rule_id INTEGER NOT NULL,
+    instrument_id INTEGER,
+    observed_value_json TEXT,
+    triggered_at TEXT NOT NULL,
+    observed_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    provider_data_at TEXT,
+    source_provider TEXT,
+    cache_status TEXT NOT NULL DEFAULT 'live',
+    data_delay_ms INTEGER,
+    trigger_source TEXT NOT NULL DEFAULT 'manual',
+    dedupe_key TEXT,
+    status TEXT NOT NULL,
+    message TEXT,
+    FOREIGN KEY (alert_rule_id) REFERENCES alert_rules(id) ON DELETE CASCADE,
+    FOREIGN KEY (instrument_id) REFERENCES instruments(id) ON DELETE RESTRICT
+  );
+
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_alert_events_dedupe
+    ON alert_events(dedupe_key)
+    WHERE dedupe_key IS NOT NULL;
+
+  CREATE TABLE IF NOT EXISTS alert_check_runs (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    started_at TEXT NOT NULL,
+    completed_at TEXT,
+    status TEXT NOT NULL,
+    trigger_type TEXT NOT NULL,
+    checked_count INTEGER NOT NULL DEFAULT 0,
+    triggered_count INTEGER NOT NULL DEFAULT 0,
+    unavailable_count INTEGER NOT NULL DEFAULT 0,
+    owner_id TEXT,
+    error_json TEXT,
+    provider_status_json TEXT
+  );
+
+  CREATE TABLE IF NOT EXISTS report_templates (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    name TEXT NOT NULL,
+    report_type TEXT NOT NULL,
+    cadence TEXT NOT NULL,
+    timezone TEXT NOT NULL,
+    local_time TEXT NOT NULL,
+    config_json TEXT NOT NULL,
+    enabled INTEGER NOT NULL DEFAULT 1,
+    last_run_at TEXT,
+    next_run_at TEXT,
+    created_at TEXT NOT NULL,
+    updated_at TEXT NOT NULL
+  );
+
+  CREATE TABLE IF NOT EXISTS report_runs (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    template_id INTEGER,
+    started_at TEXT NOT NULL,
+    completed_at TEXT,
+    status TEXT NOT NULL,
+    trigger_type TEXT NOT NULL DEFAULT 'manual',
+    scheduled_for TEXT,
+    owner_id TEXT,
+    artifact_path TEXT,
+    summary_json TEXT,
+    errors_json TEXT,
+    FOREIGN KEY (template_id) REFERENCES report_templates(id) ON DELETE SET NULL
+  );
+
+  CREATE TABLE IF NOT EXISTS automation_runner_leases (
+    id INTEGER PRIMARY KEY CHECK (id = 1),
+    owner_id TEXT NOT NULL,
+    owner_kind TEXT NOT NULL,
+    acquired_at TEXT NOT NULL,
+    heartbeat_at TEXT NOT NULL,
+    expires_at TEXT NOT NULL
+  );
+
+  CREATE TABLE IF NOT EXISTS notification_events (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    source_type TEXT NOT NULL,
+    source_id INTEGER,
+    severity TEXT NOT NULL,
+    title TEXT NOT NULL,
+    body TEXT NOT NULL,
+    payload_json TEXT,
+    status TEXT NOT NULL,
+    created_at TEXT NOT NULL,
+    acknowledged_at TEXT
+  );
+
+  CREATE TABLE IF NOT EXISTS notification_delivery_attempts (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    notification_event_id INTEGER NOT NULL,
+    channel TEXT NOT NULL,
+    status TEXT NOT NULL,
+    attempted_at TEXT NOT NULL,
+    completed_at TEXT,
+    response_json TEXT,
+    error TEXT,
+    FOREIGN KEY (notification_event_id) REFERENCES notification_events(id) ON DELETE CASCADE
+  );
+
+  CREATE TABLE IF NOT EXISTS import_batches (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    source TEXT NOT NULL,
+    source_label TEXT,
+    imported_at TEXT NOT NULL,
+    status TEXT NOT NULL,
+    raw_metadata_json TEXT
+  );
+
+  CREATE TABLE IF NOT EXISTS import_rows (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    batch_id INTEGER NOT NULL,
+    row_type TEXT NOT NULL,
+    source_symbol TEXT,
+    source_row_id TEXT,
+    source_account_ref TEXT,
+    normalized_instrument_id INTEGER,
+    status TEXT NOT NULL,
+    error TEXT,
+    source_metadata_json TEXT,
+    raw_json TEXT,
+    FOREIGN KEY (batch_id) REFERENCES import_batches(id) ON DELETE CASCADE,
+    FOREIGN KEY (normalized_instrument_id) REFERENCES instruments(id) ON DELETE SET NULL
+  );
+
+  CREATE UNIQUE INDEX IF NOT EXISTS idx_import_rows_batch_source_row
+    ON import_rows(batch_id, source_row_id)
+    WHERE source_row_id IS NOT NULL;
 `;
 export function initDatabase(path) {
     if (path !== ":memory:") {
@@ -67,11 +355,13 @@ export function initDatabase(path) {
     }
     const db = new Database(path);
     db.pragma("journal_mode = WAL");
+    db.pragma("busy_timeout = 5000");
     db.pragma("foreign_keys = ON");
     ensureCurrentSchema(db);
     return db;
 }
 export function initDefaultDatabase() {
+    ensureOpenCandleHomeDir();
     return initDatabase(getStateDbPath());
 }
 function ensureCurrentSchema(db) {
@@ -82,14 +372,35 @@ function ensureCurrentSchema(db) {
         db.exec(CURRENT_SCHEMA);
         return;
     }
+    if (currentVersion === 6) {
+        migrateV6ToV7(db);
+        return;
+    }
+    if (currentVersion === 5) {
+        migrateV5ToV6(db);
+        migrateV6ToV7(db);
+        return;
+    }
+    if (currentVersion === 4) {
+        migrateV4ToV5(db);
+        migrateV5ToV6(db);
+        migrateV6ToV7(db);
+        return;
+    }
     if (currentVersion === 3) {
         migrateV3ToV4(db);
+        migrateV4ToV5(db);
+        migrateV5ToV6(db);
+        migrateV6ToV7(db);
         return;
     }
-    // Additive v2 → v3 → v4 migration without dropping data.
+    // Additive v2 → v3 → v4 → v5 → v6 migration without dropping data.
     if (currentVersion === 2) {
         migrateV2ToV3(db);
         migrateV3ToV4(db);
+        migrateV4ToV5(db);
+        migrateV5ToV6(db);
+        migrateV6ToV7(db);
         return;
     }
     // Any other mismatch (null first-run, or a foreign schema): reset.
@@ -106,10 +417,64 @@ function migrateV2ToV3(db) {
     db.prepare("INSERT INTO schema_version (version) VALUES (?)").run(3);
 }
 function migrateV3ToV4(db) {
+    // CURRENT_SCHEMA indexes alert_events(dedupe_key); pre-v7 tables lack the column.
+    addColumnIfMissing(db, "alert_events", "dedupe_key", "TEXT");
+    db.exec(CURRENT_SCHEMA);
+    db.prepare("DELETE FROM schema_version").run();
+    db.prepare("INSERT INTO schema_version (version) VALUES (?)").run(4);
+}
+function migrateV4ToV5(db) {
+    addColumnIfMissing(db, "alert_events", "dedupe_key", "TEXT");
+    db.exec(CURRENT_SCHEMA);
+    db.prepare("DELETE FROM schema_version").run();
+    db.prepare("INSERT INTO schema_version (version) VALUES (?)").run(5);
+}
+function migrateV5ToV6(db) {
+    addColumnIfMissing(db, "import_rows", "source_row_id", "TEXT");
+    addColumnIfMissing(db, "import_rows", "source_account_ref", "TEXT");
+    addColumnIfMissing(db, "import_rows", "source_metadata_json", "TEXT");
+    db.prepare("DELETE FROM schema_version").run();
+    db.prepare("INSERT INTO schema_version (version) VALUES (?)").run(6);
+}
+function migrateV6ToV7(db) {
+    addColumnIfMissing(db, "alert_rules", "status", "TEXT NOT NULL DEFAULT 'active'");
+    addColumnIfMissing(db, "alert_rules", "retrigger_mode", "TEXT NOT NULL DEFAULT 'recurring'");
+    addColumnIfMissing(db, "alert_rules", "last_condition_state", "TEXT NOT NULL DEFAULT 'unknown'");
+    addColumnIfMissing(db, "alert_rules", "rule_revision", "INTEGER NOT NULL DEFAULT 1");
+    addColumnIfMissing(db, "alert_rules", "arm_cycle_id", "INTEGER NOT NULL DEFAULT 1");
+    addColumnIfMissing(db, "alert_events", "observed_at", "TEXT");
+    addColumnIfMissing(db, "alert_events", "provider_data_at", "TEXT");
+    addColumnIfMissing(db, "alert_events", "source_provider", "TEXT");
+    addColumnIfMissing(db, "alert_events", "cache_status", "TEXT NOT NULL DEFAULT 'live'");
+    addColumnIfMissing(db, "alert_events", "data_delay_ms", "INTEGER");
+    addColumnIfMissing(db, "alert_events", "trigger_source", "TEXT NOT NULL DEFAULT 'manual'");
+    addColumnIfMissing(db, "alert_events", "dedupe_key", "TEXT");
+    addColumnIfMissing(db, "report_runs", "trigger_type", "TEXT NOT NULL DEFAULT 'manual'");
+    addColumnIfMissing(db, "report_runs", "scheduled_for", "TEXT");
+    addColumnIfMissing(db, "report_runs", "owner_id", "TEXT");
+    if (tableExists(db, "alert_events")) {
+        db.exec("UPDATE alert_events SET observed_at = triggered_at WHERE observed_at IS NULL");
+    }
     db.exec(CURRENT_SCHEMA);
     db.prepare("DELETE FROM schema_version").run();
     db.prepare("INSERT INTO schema_version (version) VALUES (?)").run(CURRENT_SCHEMA_VERSION);
 }
+function addColumnIfMissing(db, tableName, columnName, definition) {
+    const cols = db.pragma(`table_info(${tableName})`).map((c) => c.name);
+    if (cols.length === 0) {
+        if (!tableExists(db, tableName))
+            return;
+    }
+    if (!cols.includes(columnName)) {
+        db.exec(`ALTER TABLE ${tableName} ADD COLUMN ${columnName} ${definition}`);
+    }
+}
+function tableExists(db, tableName) {
+    const table = db
+        .prepare("SELECT name FROM sqlite_master WHERE type = 'table' AND name = ?")
+        .get(tableName);
+    return table != null;
+}
 function readSchemaVersion(db) {
     const table = db
         .prepare("SELECT name FROM sqlite_master WHERE type = 'table' AND name = 'schema_version'")
@@ -122,6 +487,23 @@ function readSchemaVersion(db) {
 }
 function resetSchema(db) {
     db.exec(`
+    DROP TABLE IF EXISTS import_rows;
+    DROP TABLE IF EXISTS import_batches;
+    DROP TABLE IF EXISTS notification_delivery_attempts;
+    DROP TABLE IF EXISTS notification_events;
+    DROP TABLE IF EXISTS automation_runner_leases;
+    DROP TABLE IF EXISTS alert_check_runs;
+    DROP TABLE IF EXISTS report_runs;
+    DROP TABLE IF EXISTS report_templates;
+    DROP TABLE IF EXISTS alert_events;
+    DROP TABLE IF EXISTS alert_rules;
+    DROP TABLE IF EXISTS prediction_records;
+    DROP TABLE IF EXISTS portfolio_lots;
+    DROP TABLE IF EXISTS portfolios;
+    DROP TABLE IF EXISTS watchlist_items;
+    DROP TABLE IF EXISTS watchlists;
+    DROP TABLE IF EXISTS instrument_aliases;
+    DROP TABLE IF EXISTS instruments;
     DROP TABLE IF EXISTS recommendations;
     DROP TABLE IF EXISTS workflow_runs;
     DROP TABLE IF EXISTS user_preferences;

package/dist/memory/sqlite.js.map

@@ -1 +1 @@
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+{"version":3,"file":"sqlite.js","sourceRoot":"","sources":["../../src/memory/sqlite.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,SAAS,CAAC;AACpC,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AACpC,OAAO,QAAQ,MAAM,gBAAgB,CAAC;AACtC,OAAO,EAAE,uBAAuB,EAAE,cAAc,EAAE,MAAM,8BAA8B,CAAC;AAEvF,MAAM,sBAAsB,GAAG,CAAC,CAAC;AAEjC,MAAM,cAAc,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAyVtB,CAAC;AAEF,MAAM,UAAU,YAAY,CAAC,IAAY;IACvC,IAAI,IAAI,KAAK,UAAU,EAAE,CAAC;QACxB,SAAS,CAAC,OAAO,CAAC,IAAI,CAAC,EAAE,EAAE,SAAS,EAAE,IAAI,EAAE,CAAC,CAAC;IAChD,CAAC;IACD,MAAM,EAAE,GAAG,IAAI,QAAQ,CAAC,IAAI,CAAC,CAAC;IAC9B,EAAE,CAAC,MAAM,CAAC,oBAAoB,CAAC,CAAC;IAChC,EAAE,CAAC,MAAM,CAAC,qBAAqB,CAAC,CAAC;IACjC,EAAE,CAAC,MAAM,CAAC,mBAAmB,CAAC,CAAC;IAC/B,mBAAmB,CAAC,EAAE,CAAC,CAAC;IAExB,OAAO,EAAE,CAAC;AACZ,CAAC;AAED,MAAM,UAAU,mBAAmB;IACjC,uBAAuB,EAAE,CAAC;IAC1B,OAAO,YAAY,CAAC,cAAc,EAAE,CAAC,CAAC;AACxC,CAAC;AAED,SAAS,mBAAmB,CAAC,EAAqB;IAChD,MAAM,cAAc,GAAG,iBAAiB,CAAC,EAAE,CAAC,CAAC;IAE7C,IAAI,cAAc,KAAK,sBAAsB,EAAE,CAAC;QAC9C,8EAA8E;QAC9E,mDAAmD;QACnD,EAAE,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;QACxB,OAAO;IACT,CAAC;IAED,IAAI,cAAc,KAAK,CAAC,EAAE,CAAC;QACzB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,OAAO;IACT,CAAC;IAED,IAAI,cAAc,KAAK,CAAC,EAAE,CAAC;QACzB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,OAAO;IACT,CAAC;IAED,IAAI,cAAc,KAAK,CAAC,EAAE,CAAC;QACzB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,OAAO;IACT,CAAC;IAED,IAAI,cAAc,KAAK,CAAC,EAAE,CAAC;QACzB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,OAAO;IACT,CAAC;IAED,mEAAmE;IACnE,IAAI,cAAc,KAAK,CAAC,EAAE,CAAC;QACzB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,aAAa,CAAC,EAAE,CAAC,CAAC;QAClB,OAAO;IACT,CAAC;IAED,mEAAmE;IACnE,WAAW,CAAC,EAAE,CAAC,CAAC;AAClB,CAAC;AAED,SAAS,aAAa,CAAC,EAAqB;IAC1C,MAAM,IAAI,GAAI,EAAE,CAAC,MAAM,CAAC,2BAA2B,CAA6B,CAAC,GAAG,CAClF,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CACd,CAAC;IAEF,IAAI,CAAC,IAAI,CAAC,QAAQ,CAAC,WAAW,CAAC,EAAE,CAAC;QAChC,EAAE,CAAC,IAAI,CAAC,iFAAiF,CAAC,CAAC;IAC7F,CAAC;IAED,mEAAmE;IACnE,EAAE,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;IAExB,EAAE,CAAC,OAAO,CAAC,4BAA4B,CAAC,CAAC,GAAG,EAAE,CAAC;IAC/C,EAAE,CAAC,OAAO,CAAC,iDAAiD,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC;AACvE,CAAC;AAED,SAAS,aAAa,CAAC,EAAqB;IAC1C,kFAAkF;IAClF,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,YAAY,EAAE,MAAM,CAAC,CAAC;IAC7D,EAAE,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;IAExB,EAAE,CAAC,OAAO,CAAC,4BAA4B,CAAC,CAAC,GAAG,EAAE,CAAC;IAC/C,EAAE,CAAC,OAAO,CAAC,iDAAiD,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC;AACvE,CAAC;AAED,SAAS,aAAa,CAAC,EAAqB;IAC1C,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,YAAY,EAAE,MAAM,CAAC,CAAC;IAC7D,EAAE,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;IAExB,EAAE,CAAC,OAAO,CAAC,4BAA4B,CAAC,CAAC,GAAG,EAAE,CAAC;IAC/C,EAAE,CAAC,OAAO,CAAC,iDAAiD,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC;AACvE,CAAC;AAED,SAAS,aAAa,CAAC,EAAqB;IAC1C,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,eAAe,EAAE,MAAM,CAAC,CAAC;IAC/D,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,oBAAoB,EAAE,MAAM,CAAC,CAAC;IACpE,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,sBAAsB,EAAE,MAAM,CAAC,CAAC;IAEtE,EAAE,CAAC,OAAO,CAAC,4BAA4B,CAAC,CAAC,GAAG,EAAE,CAAC;IAC/C,EAAE,CAAC,OAAO,CAAC,iDAAiD,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC;AACvE,CAAC;AAED,SAAS,aAAa,CAAC,EAAqB;IAC1C,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,QAAQ,EAAE,gCAAgC,CAAC,CAAC;IAClF,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,gBAAgB,EAAE,mCAAmC,CAAC,CAAC;IAC7F,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,sBAAsB,EAAE,iCAAiC,CAAC,CAAC;IACjG,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,eAAe,EAAE,4BAA4B,CAAC,CAAC;IACrF,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,cAAc,EAAE,4BAA4B,CAAC,CAAC;IAEpF,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,aAAa,EAAE,MAAM,CAAC,CAAC;IAC9D,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,kBAAkB,EAAE,MAAM,CAAC,CAAC;IACnE,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,iBAAiB,EAAE,MAAM,CAAC,CAAC;IAClE,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,cAAc,EAAE,8BAA8B,CAAC,CAAC;IACvF,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,eAAe,EAAE,SAAS,CAAC,CAAC;IACnE,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,gBAAgB,EAAE,gCAAgC,CAAC,CAAC;IAC3F,kBAAkB,CAAC,EAAE,EAAE,cAAc,EAAE,YAAY,EAAE,MAAM,CAAC,CAAC;IAE7D,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,cAAc,EAAE,gCAAgC,CAAC,CAAC;IACxF,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,eAAe,EAAE,MAAM,CAAC,CAAC;IAC/D,kBAAkB,CAAC,EAAE,EAAE,aAAa,EAAE,UAAU,EAAE,MAAM,CAAC,CAAC;IAE1D,IAAI,WAAW,CAAC,EAAE,EAAE,cAAc,CAAC,EAAE,CAAC;QACpC,EAAE,CAAC,IAAI,CAAC,8EAA8E,CAAC,CAAC;IAC1F,CAAC;IAED,EAAE,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;IAExB,EAAE,CAAC,OAAO,CAAC,4BAA4B,CAAC,CAAC,GAAG,EAAE,CAAC;IAC/C,EAAE,CAAC,OAAO,CAAC,iDAAiD,CAAC,CAAC,GAAG,CAAC,sBAAsB,CAAC,CAAC;AAC5F,CAAC;AAED,SAAS,kBAAkB,CACzB,EAAqB,EACrB,SAAiB,EACjB,UAAkB,EAClB,UAAkB;IAElB,MAAM,IAAI,GAAI,EAAE,CAAC,MAAM,CAAC,cAAc,SAAS,GAAG,CAA6B,CAAC,GAAG,CACjF,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC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package/dist/memory/storage.d.ts

@@ -25,11 +25,12 @@ interface WorkflowRunInput {
     defaultsUsedJson: string;
     outputSummary?: string;
     /**
-     * Router route verbatim. One of `"workflow"` or `"fallback"`. Defaults to
+     * Router route verbatim. Legacy rows contain `"workflow"` or `"fallback"`;
+     * typed-router rows may contain canonical route kinds. Defaults to
      * `"workflow"` at the schema layer so legacy callers (rules-mode cascade)
      * don't need to pass anything. Router-mode callers MUST pass this explicitly.
      */
-    turnType?: "workflow" | "fallback";
+    turnType?: string;
 }
 interface RecommendationInput {
     workflowRunId: number;

package/dist/memory/storage.js

@@ -71,8 +71,7 @@ export class MemoryStorage {
                 case "options_liquidity":
                 case "liquidity_minimum":
                     if (typeof raw === "string") {
-                        out.liquidityMinimum =
-                            raw === "high" ? "high_open_interest_and_tight_spread" : raw;
+                        out.liquidityMinimum = raw === "high" ? "high_open_interest_and_tight_spread" : raw;
                     }
                     break;
             }

package/dist/memory/storage.js.map

@@ -1 +1 @@
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package/dist/memory/tool-defaults.js

@@ -1,35 +1,71 @@
 import { initDefaultDatabase } from "./sqlite.js";
-export function getDefaults(toolName, db = initDefaultDatabase()) {
-    const rows = db
-        .prepare(`SELECT param_path, value_json FROM tool_defaults WHERE tool_name = ? ORDER BY param_path`)
-        .all(toolName);
-    const defaults = {};
-    for (const row of rows) {
-        setPath(defaults, row.param_path, parseStoredValue(row.value_json));
-    }
-    return defaults;
+export function getDefaults(toolName, db) {
+    const ownedDb = db == null;
+    const connection = db ?? initDefaultDatabase();
+    try {
+        const rows = connection
+            .prepare(`SELECT param_path, value_json FROM tool_defaults WHERE tool_name = ? ORDER BY param_path`)
+            .all(toolName);
+        const defaults = {};
+        for (const row of rows) {
+            setPath(defaults, row.param_path, parseStoredValue(row.value_json));
+        }
+        return defaults;
+    }
+    finally {
+        if (ownedDb)
+            connection.close();
+    }
 }
-export function getAllDefaults(db = initDefaultDatabase()) {
-    const rows = db
-        .prepare(`SELECT tool_name, param_path, value_json FROM tool_defaults ORDER BY tool_name, param_path`)
-        .all();
-    const groups = new Map();
-    for (const row of rows) {
-        const defaults = groups.get(row.tool_name) ?? {};
-        setPath(defaults, row.param_path, parseStoredValue(row.value_json));
-        groups.set(row.tool_name, defaults);
-    }
-    return groups;
+export function getAllDefaults(db) {
+    const ownedDb = db == null;
+    const connection = db ?? initDefaultDatabase();
+    try {
+        const rows = connection
+            .prepare(`SELECT tool_name, param_path, value_json FROM tool_defaults ORDER BY tool_name, param_path`)
+            .all();
+        const groups = new Map();
+        for (const row of rows) {
+            const defaults = groups.get(row.tool_name) ?? {};
+            setPath(defaults, row.param_path, parseStoredValue(row.value_json));
+            groups.set(row.tool_name, defaults);
+        }
+        return groups;
+    }
+    finally {
+        if (ownedDb)
+            connection.close();
+    }
 }
-export function setDefault(toolName, paramPath, value, db = initDefaultDatabase()) {
-    db.prepare(`INSERT INTO tool_defaults (tool_name, param_path, value_json, set_at)
-     VALUES (?, ?, ?, ?)
-     ON CONFLICT(tool_name, param_path) DO UPDATE SET
-       value_json = excluded.value_json,
-       set_at = excluded.set_at`).run(toolName, paramPath, JSON.stringify(value), new Date().toISOString());
+export function setDefault(toolName, paramPath, value, db) {
+    const ownedDb = db == null;
+    const connection = db ?? initDefaultDatabase();
+    try {
+        connection
+            .prepare(`INSERT INTO tool_defaults (tool_name, param_path, value_json, set_at)
+       VALUES (?, ?, ?, ?)
+       ON CONFLICT(tool_name, param_path) DO UPDATE SET
+         value_json = excluded.value_json,
+         set_at = excluded.set_at`)
+            .run(toolName, paramPath, JSON.stringify(value), new Date().toISOString());
+    }
+    finally {
+        if (ownedDb)
+            connection.close();
+    }
 }
-export function clearDefault(toolName, paramPath, db = initDefaultDatabase()) {
-    db.prepare(`DELETE FROM tool_defaults WHERE tool_name = ? AND param_path = ?`).run(toolName, paramPath);
+export function clearDefault(toolName, paramPath, db) {
+    const ownedDb = db == null;
+    const connection = db ?? initDefaultDatabase();
+    try {
+        connection
+            .prepare(`DELETE FROM tool_defaults WHERE tool_name = ? AND param_path = ?`)
+            .run(toolName, paramPath);
+    }
+    finally {
+        if (ownedDb)
+            connection.close();
+    }
 }
 function parseStoredValue(valueJson) {
     try {

package/dist/memory/tool-defaults.js.map

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package/dist/memory/types.js

@@ -27,6 +27,10 @@ export const WORKFLOW_RELEVANT_CATEGORIES = {
     comprehensive_analysis: ["investor_profile", "workflow_history"],
     single_asset_analysis: ["investor_profile"],
     general_finance_qa: ["investor_profile"],
+    workflow_dispatch: ["investor_profile", "workflow_history"],
+    agent_task: ["investor_profile", "workflow_history"],
+    clarification: ["investor_profile", "workflow_history"],
+    pass_through: [],
     unclassified: ["investor_profile"],
 };
 /** Check whether a memory entry is stale. */

package/dist/memory/types.js.map

@@ -1 +1 @@
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+{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/memory/types.ts"],"names":[],"mappings":"AAiBA,yDAAyD;AACzD,MAAM,CAAC,MAAM,oBAAoB,GAAmC;IAClE,gBAAgB,EAAE,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAE,UAAU;IACtD,oBAAoB,EAAE,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAE,UAAU;IAC1D,gBAAgB,EAAE,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAE,SAAS;IACpD,UAAU,EAAE,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,IAAI,EAAE,UAAU;CACjD,CAAC;AAEF,gDAAgD;AAChD,MAAM,CAAC,MAAM,eAAe,GAAmC;IAC7D,YAAY,EAAE,kBAAkB;IAChC,YAAY,EAAE,kBAAkB;IAChC,WAAW,EAAE,kBAAkB;IAC/B,cAAc,EAAE,kBAAkB;IAClC,uBAAuB,EAAE,kBAAkB;IAC3C,YAAY,EAAE,kBAAkB;IAChC,gBAAgB,EAAE,kBAAkB;IACpC,UAAU,EAAE,kBAAkB;IAC9B,SAAS,EAAE,kBAAkB;IAC7B,oBAAoB,EAAE,kBAAkB;IACxC,iBAAiB,EAAE,kBAAkB;CACtC,CAAC;AAEF,iDAAiD;AACjD,MAAM,CAAC,MAAM,4BAA4B,GAAqC;IAC5E,iBAAiB,EAAE,CAAC,kBAAkB,EAAE,sBAAsB,EAAE,kBAAkB,CAAC;IACnF,gBAAgB,EAAE,CAAC,kBAAkB,EAAE,sBAAsB,EAAE,kBAAkB,CAAC;IAClF,cAAc,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IACxD,sBAAsB,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IAChE,qBAAqB,EAAE,CAAC,kBAAkB,CAAC;IAC3C,kBAAkB,EAAE,CAAC,kBAAkB,CAAC;IACxC,iBAAiB,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IAC3D,UAAU,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IACpD,aAAa,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;IACvD,YAAY,EAAE,EAAE;IAChB,YAAY,EAAE,CAAC,kBAAkB,CAAC;CACnC,CAAC;AAEF,6CAA6C;AAC7C,MAAM,UAAU,OAAO,CAAC,KAAkB,EAAE,MAAY,IAAI,IAAI,EAAE;IAChE,MAAM,SAAS,GAAG,oBAAoB,CAAC,KAAK,CAAC,QAAQ,CAAC,CAAC;IACvD,MAAM,GAAG,GAAG,GAAG,CAAC,OAAO,EAAE,GAAG,IAAI,IAAI,CAAC,KAAK,CAAC,UAAU,CAAC,CAAC,OAAO,EAAE,CAAC;IACjE,OAAO,GAAG,GAAG,SAAS,CAAC;AACzB,CAAC;AAED,oFAAoF;AACpF,MAAM,CAAC,MAAM,uBAAuB,GAAG,IAAI,GAAG,CAAC;IAC7C,aAAa;IACb,cAAc;IACd,eAAe;IACf,cAAc;IACd,aAAa;IACb,WAAW;CACZ,CAAC,CAAC"}

package/dist/monitor.d.ts

@@ -0,0 +1,2 @@
+#!/usr/bin/env node
+import "./infra/node-version.js";