opencandle 0.5.0 → 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 (527) hide show
  1. package/README.md +164 -187
  2. package/dist/analysts/contracts.d.ts +1 -3
  3. package/dist/analysts/contracts.js +1 -11
  4. package/dist/analysts/contracts.js.map +1 -1
  5. package/dist/analysts/orchestrator.d.ts +1 -3
  6. package/dist/analysts/orchestrator.js +1 -26
  7. package/dist/analysts/orchestrator.js.map +1 -1
  8. package/dist/cli.js +30 -7
  9. package/dist/cli.js.map +1 -1
  10. package/dist/config.d.ts +3 -3
  11. package/dist/config.js +12 -5
  12. package/dist/config.js.map +1 -1
  13. package/dist/index.d.ts +1 -1
  14. package/dist/index.js +1 -1
  15. package/dist/index.js.map +1 -1
  16. package/dist/infra/browser.js +3 -1
  17. package/dist/infra/browser.js.map +1 -1
  18. package/dist/infra/cache.d.ts +8 -11
  19. package/dist/infra/cache.js +17 -15
  20. package/dist/infra/cache.js.map +1 -1
  21. package/dist/infra/http-client.d.ts +4 -1
  22. package/dist/infra/http-client.js +59 -6
  23. package/dist/infra/http-client.js.map +1 -1
  24. package/dist/infra/index.d.ts +3 -3
  25. package/dist/infra/index.js +3 -3
  26. package/dist/infra/index.js.map +1 -1
  27. package/dist/infra/native-dependencies.js +2 -2
  28. package/dist/infra/native-dependencies.js.map +1 -1
  29. package/dist/infra/node-version.js.map +1 -1
  30. package/dist/infra/opencandle-paths.d.ts +0 -3
  31. package/dist/infra/opencandle-paths.js +4 -11
  32. package/dist/infra/opencandle-paths.js.map +1 -1
  33. package/dist/infra/rate-limiter.js +12 -9
  34. package/dist/infra/rate-limiter.js.map +1 -1
  35. package/dist/market-state/alert-conditions.d.ts +34 -0
  36. package/dist/market-state/alert-conditions.js +23 -0
  37. package/dist/market-state/alert-conditions.js.map +1 -0
  38. package/dist/market-state/alert-runner.d.ts +55 -0
  39. package/dist/market-state/alert-runner.js +634 -0
  40. package/dist/market-state/alert-runner.js.map +1 -0
  41. package/dist/market-state/daily-report.d.ts +26 -0
  42. package/dist/market-state/daily-report.js +179 -0
  43. package/dist/market-state/daily-report.js.map +1 -0
  44. package/dist/market-state/local-automation-service.d.ts +25 -0
  45. package/dist/market-state/local-automation-service.js +119 -0
  46. package/dist/market-state/local-automation-service.js.map +1 -0
  47. package/dist/market-state/notification-delivery.d.ts +14 -0
  48. package/dist/market-state/notification-delivery.js +139 -0
  49. package/dist/market-state/notification-delivery.js.map +1 -0
  50. package/dist/market-state/resolve-for-mutation.d.ts +10 -0
  51. package/dist/market-state/resolve-for-mutation.js +15 -0
  52. package/dist/market-state/resolve-for-mutation.js.map +1 -0
  53. package/dist/market-state/resolve.d.ts +14 -0
  54. package/dist/market-state/resolve.js +89 -0
  55. package/dist/market-state/resolve.js.map +1 -0
  56. package/dist/market-state/service.d.ts +527 -0
  57. package/dist/market-state/service.js +1099 -0
  58. package/dist/market-state/service.js.map +1 -0
  59. package/dist/memory/index.d.ts +7 -7
  60. package/dist/memory/index.js +6 -6
  61. package/dist/memory/index.js.map +1 -1
  62. package/dist/memory/manager.js +11 -11
  63. package/dist/memory/manager.js.map +1 -1
  64. package/dist/memory/retrieval.js +7 -4
  65. package/dist/memory/retrieval.js.map +1 -1
  66. package/dist/memory/sqlite.js +385 -3
  67. package/dist/memory/sqlite.js.map +1 -1
  68. package/dist/memory/storage.js +1 -2
  69. package/dist/memory/storage.js.map +1 -1
  70. package/dist/memory/tool-defaults.js +64 -28
  71. package/dist/memory/tool-defaults.js.map +1 -1
  72. package/dist/memory/types.js.map +1 -1
  73. package/dist/monitor.d.ts +2 -0
  74. package/dist/monitor.js +104 -0
  75. package/dist/monitor.js.map +1 -0
  76. package/dist/onboarding/connect.js +4 -6
  77. package/dist/onboarding/connect.js.map +1 -1
  78. package/dist/onboarding/credential-interceptor.js +1 -1
  79. package/dist/onboarding/credential-interceptor.js.map +1 -1
  80. package/dist/onboarding/degradation-accumulator.js +1 -3
  81. package/dist/onboarding/degradation-accumulator.js.map +1 -1
  82. package/dist/onboarding/providers.js +3 -16
  83. package/dist/onboarding/providers.js.map +1 -1
  84. package/dist/onboarding/state.js.map +1 -1
  85. package/dist/onboarding/tool-helpers.js +1 -1
  86. package/dist/onboarding/tool-helpers.js.map +1 -1
  87. package/dist/onboarding/tool-tags.js +6 -4
  88. package/dist/onboarding/tool-tags.js.map +1 -1
  89. package/dist/onboarding/validation.js +1 -1
  90. package/dist/onboarding/validation.js.map +1 -1
  91. package/dist/pi/opencandle-extension.d.ts +8 -0
  92. package/dist/pi/opencandle-extension.js +412 -28
  93. package/dist/pi/opencandle-extension.js.map +1 -1
  94. package/dist/pi/session.d.ts +1 -1
  95. package/dist/pi/session.js +3 -1
  96. package/dist/pi/session.js.map +1 -1
  97. package/dist/pi/setup.js +8 -3
  98. package/dist/pi/setup.js.map +1 -1
  99. package/dist/pi/tool-adapter.js +5 -2
  100. package/dist/pi/tool-adapter.js.map +1 -1
  101. package/dist/prompts/context-builder.d.ts +1 -1
  102. package/dist/prompts/context-builder.js +19 -6
  103. package/dist/prompts/context-builder.js.map +1 -1
  104. package/dist/prompts/policy-cards.d.ts +1 -1
  105. package/dist/prompts/policy-cards.js +1 -1
  106. package/dist/prompts/policy-cards.js.map +1 -1
  107. package/dist/prompts/sections.d.ts +1 -1
  108. package/dist/prompts/symbol-preflight.d.ts +20 -0
  109. package/dist/prompts/symbol-preflight.js +49 -0
  110. package/dist/prompts/symbol-preflight.js.map +1 -0
  111. package/dist/prompts/workflow-prompts.d.ts +1 -1
  112. package/dist/prompts/workflow-prompts.js +54 -16
  113. package/dist/prompts/workflow-prompts.js.map +1 -1
  114. package/dist/providers/alpha-vantage.d.ts +1 -1
  115. package/dist/providers/alpha-vantage.js +26 -7
  116. package/dist/providers/alpha-vantage.js.map +1 -1
  117. package/dist/providers/coingecko.js +1 -1
  118. package/dist/providers/coingecko.js.map +1 -1
  119. package/dist/providers/errors.d.ts +5 -0
  120. package/dist/providers/errors.js +11 -0
  121. package/dist/providers/errors.js.map +1 -0
  122. package/dist/providers/exa-search.d.ts +2 -2
  123. package/dist/providers/exa-search.js +19 -11
  124. package/dist/providers/exa-search.js.map +1 -1
  125. package/dist/providers/fear-greed.js +1 -1
  126. package/dist/providers/fear-greed.js.map +1 -1
  127. package/dist/providers/finnhub.js +3 -5
  128. package/dist/providers/finnhub.js.map +1 -1
  129. package/dist/providers/fred.js +2 -2
  130. package/dist/providers/fred.js.map +1 -1
  131. package/dist/providers/index.d.ts +7 -6
  132. package/dist/providers/index.js +6 -5
  133. package/dist/providers/index.js.map +1 -1
  134. package/dist/providers/reddit.js +2 -2
  135. package/dist/providers/reddit.js.map +1 -1
  136. package/dist/providers/sec-edgar.d.ts +1 -0
  137. package/dist/providers/sec-edgar.js +12 -4
  138. package/dist/providers/sec-edgar.js.map +1 -1
  139. package/dist/providers/tradingview.d.ts +47 -0
  140. package/dist/providers/tradingview.js +275 -0
  141. package/dist/providers/tradingview.js.map +1 -0
  142. package/dist/providers/twitter.js +6 -8
  143. package/dist/providers/twitter.js.map +1 -1
  144. package/dist/providers/web-search.js +26 -12
  145. package/dist/providers/web-search.js.map +1 -1
  146. package/dist/providers/with-fallback.js +4 -2
  147. package/dist/providers/with-fallback.js.map +1 -1
  148. package/dist/providers/wrap-provider.d.ts +2 -3
  149. package/dist/providers/wrap-provider.js +14 -8
  150. package/dist/providers/wrap-provider.js.map +1 -1
  151. package/dist/providers/yahoo-finance.d.ts +1 -1
  152. package/dist/providers/yahoo-finance.js +101 -17
  153. package/dist/providers/yahoo-finance.js.map +1 -1
  154. package/dist/routing/classify-intent.d.ts +6 -0
  155. package/dist/routing/classify-intent.js +78 -7
  156. package/dist/routing/classify-intent.js.map +1 -1
  157. package/dist/routing/defaults.d.ts +1 -1
  158. package/dist/routing/entity-extractor.d.ts +1 -0
  159. package/dist/routing/entity-extractor.js +234 -29
  160. package/dist/routing/entity-extractor.js.map +1 -1
  161. package/dist/routing/fund-symbols.d.ts +2 -0
  162. package/dist/routing/fund-symbols.js +55 -0
  163. package/dist/routing/fund-symbols.js.map +1 -0
  164. package/dist/routing/horizon.d.ts +1 -0
  165. package/dist/routing/horizon.js +10 -0
  166. package/dist/routing/horizon.js.map +1 -0
  167. package/dist/routing/index.d.ts +10 -10
  168. package/dist/routing/index.js +6 -6
  169. package/dist/routing/index.js.map +1 -1
  170. package/dist/routing/planning.d.ts +1 -1
  171. package/dist/routing/planning.js +65 -34
  172. package/dist/routing/planning.js.map +1 -1
  173. package/dist/routing/route-manifest.d.ts +2 -2
  174. package/dist/routing/route-manifest.js +25 -4
  175. package/dist/routing/route-manifest.js.map +1 -1
  176. package/dist/routing/router-llm-client.js.map +1 -1
  177. package/dist/routing/router-prompt.js +7 -9
  178. package/dist/routing/router-prompt.js.map +1 -1
  179. package/dist/routing/router-types.d.ts +1 -0
  180. package/dist/routing/router.js +137 -22
  181. package/dist/routing/router.js.map +1 -1
  182. package/dist/routing/slot-resolver.d.ts +1 -1
  183. package/dist/routing/slot-resolver.js +2 -4
  184. package/dist/routing/slot-resolver.js.map +1 -1
  185. package/dist/routing/symbol-disambiguator.d.ts +11 -0
  186. package/dist/routing/symbol-disambiguator.js +52 -0
  187. package/dist/routing/symbol-disambiguator.js.map +1 -0
  188. package/dist/routing/turn-context.d.ts +1 -1
  189. package/dist/routing/turn-context.js +1 -1
  190. package/dist/routing/turn-context.js.map +1 -1
  191. package/dist/routing/types.d.ts +2 -0
  192. package/dist/runtime/answer-contracts.js +36 -8
  193. package/dist/runtime/answer-contracts.js.map +1 -1
  194. package/dist/runtime/artifact-contracts.js.map +1 -1
  195. package/dist/runtime/planning-evidence.js +47 -26
  196. package/dist/runtime/planning-evidence.js.map +1 -1
  197. package/dist/runtime/prompt-step.d.ts +1 -9
  198. package/dist/runtime/prompt-step.js +0 -10
  199. package/dist/runtime/prompt-step.js.map +1 -1
  200. package/dist/runtime/run-context.d.ts +5 -2
  201. package/dist/runtime/run-context.js +8 -1
  202. package/dist/runtime/run-context.js.map +1 -1
  203. package/dist/runtime/session-coordinator.d.ts +13 -5
  204. package/dist/runtime/session-coordinator.js +160 -20
  205. package/dist/runtime/session-coordinator.js.map +1 -1
  206. package/dist/runtime/session-title.d.ts +14 -0
  207. package/dist/runtime/session-title.js +50 -0
  208. package/dist/runtime/session-title.js.map +1 -0
  209. package/dist/runtime/tool-defaults-wrapper.js +1 -3
  210. package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
  211. package/dist/runtime/validation.js.map +1 -1
  212. package/dist/runtime/workflow-events.js.map +1 -1
  213. package/dist/runtime/workflow-runner.d.ts +3 -3
  214. package/dist/runtime/workflow-runner.js +1 -1
  215. package/dist/runtime/workflow-runner.js.map +1 -1
  216. package/dist/sentiment/adapters/finnhub.d.ts +1 -1
  217. package/dist/sentiment/adapters/finnhub.js +6 -1
  218. package/dist/sentiment/adapters/finnhub.js.map +1 -1
  219. package/dist/sentiment/adapters/reddit.d.ts +2 -2
  220. package/dist/sentiment/adapters/twitter.d.ts +1 -1
  221. package/dist/sentiment/adapters/web.d.ts +1 -1
  222. package/dist/sentiment/index.d.ts +9 -11
  223. package/dist/sentiment/index.js +9 -20
  224. package/dist/sentiment/index.js.map +1 -1
  225. package/dist/sentiment/keywords.js +26 -4
  226. package/dist/sentiment/keywords.js.map +1 -1
  227. package/dist/sentiment/pipeline.d.ts +2 -2
  228. package/dist/sentiment/pipeline.js +1 -1
  229. package/dist/sentiment/pipeline.js.map +1 -1
  230. package/dist/sentiment/scorer.js +1 -1
  231. package/dist/sentiment/store.d.ts +1 -1
  232. package/dist/sentiment/store.js +1 -1
  233. package/dist/sentiment/store.js.map +1 -1
  234. package/dist/sentiment/trends.d.ts +1 -1
  235. package/dist/sentiment/trends.js.map +1 -1
  236. package/dist/sentiment/types.js.map +1 -1
  237. package/dist/system-prompt.js +3 -2
  238. package/dist/system-prompt.js.map +1 -1
  239. package/dist/tool-kit.d.ts +7 -7
  240. package/dist/tool-kit.js +4 -4
  241. package/dist/tool-kit.js.map +1 -1
  242. package/dist/tools/fundamentals/company-overview.js +11 -6
  243. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  244. package/dist/tools/fundamentals/comps.js +18 -9
  245. package/dist/tools/fundamentals/comps.js.map +1 -1
  246. package/dist/tools/fundamentals/dcf.js +23 -11
  247. package/dist/tools/fundamentals/dcf.js.map +1 -1
  248. package/dist/tools/fundamentals/earnings.js +8 -3
  249. package/dist/tools/fundamentals/earnings.js.map +1 -1
  250. package/dist/tools/fundamentals/financials.js +8 -3
  251. package/dist/tools/fundamentals/financials.js.map +1 -1
  252. package/dist/tools/fundamentals/sec-filings.js +21 -6
  253. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  254. package/dist/tools/index.d.ts +23 -19
  255. package/dist/tools/index.js +51 -39
  256. package/dist/tools/index.js.map +1 -1
  257. package/dist/tools/interaction/ask-user.js +15 -3
  258. package/dist/tools/interaction/ask-user.js.map +1 -1
  259. package/dist/tools/interaction/twitter-login.js +13 -3
  260. package/dist/tools/interaction/twitter-login.js.map +1 -1
  261. package/dist/tools/macro/fear-greed.js.map +1 -1
  262. package/dist/tools/macro/fred-data.d.ts +1 -1
  263. package/dist/tools/macro/fred-data.js +17 -6
  264. package/dist/tools/macro/fred-data.js.map +1 -1
  265. package/dist/tools/market/crypto-history.js +3 -1
  266. package/dist/tools/market/crypto-history.js.map +1 -1
  267. package/dist/tools/market/crypto-price.js +3 -1
  268. package/dist/tools/market/crypto-price.js.map +1 -1
  269. package/dist/tools/market/screen-stocks.d.ts +18 -0
  270. package/dist/tools/market/screen-stocks.js +252 -0
  271. package/dist/tools/market/screen-stocks.js.map +1 -0
  272. package/dist/tools/market/search-ticker.js +160 -8
  273. package/dist/tools/market/search-ticker.js.map +1 -1
  274. package/dist/tools/market/stock-history.d.ts +2 -2
  275. package/dist/tools/market/stock-history.js +26 -7
  276. package/dist/tools/market/stock-history.js.map +1 -1
  277. package/dist/tools/market/stock-quote.js +5 -3
  278. package/dist/tools/market/stock-quote.js.map +1 -1
  279. package/dist/tools/options/greeks.js +1 -1
  280. package/dist/tools/options/greeks.js.map +1 -1
  281. package/dist/tools/options/option-chain.js +19 -6
  282. package/dist/tools/options/option-chain.js.map +1 -1
  283. package/dist/tools/portfolio/alerts.d.ts +15 -0
  284. package/dist/tools/portfolio/alerts.js +357 -0
  285. package/dist/tools/portfolio/alerts.js.map +1 -0
  286. package/dist/tools/portfolio/correlation.d.ts +1 -1
  287. package/dist/tools/portfolio/correlation.js +33 -13
  288. package/dist/tools/portfolio/correlation.js.map +1 -1
  289. package/dist/tools/portfolio/daily-report.d.ts +8 -0
  290. package/dist/tools/portfolio/daily-report.js +83 -0
  291. package/dist/tools/portfolio/daily-report.js.map +1 -0
  292. package/dist/tools/portfolio/holdings-overlap.js +10 -3
  293. package/dist/tools/portfolio/holdings-overlap.js.map +1 -1
  294. package/dist/tools/portfolio/notifications.d.ts +7 -0
  295. package/dist/tools/portfolio/notifications.js +43 -0
  296. package/dist/tools/portfolio/notifications.js.map +1 -0
  297. package/dist/tools/portfolio/predictions.d.ts +12 -6
  298. package/dist/tools/portfolio/predictions.js +337 -87
  299. package/dist/tools/portfolio/predictions.js.map +1 -1
  300. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  301. package/dist/tools/portfolio/risk-analysis.js +45 -6
  302. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  303. package/dist/tools/portfolio/tracker.d.ts +4 -3
  304. package/dist/tools/portfolio/tracker.js +246 -101
  305. package/dist/tools/portfolio/tracker.js.map +1 -1
  306. package/dist/tools/portfolio/watchlist.d.ts +6 -4
  307. package/dist/tools/portfolio/watchlist.js +208 -108
  308. package/dist/tools/portfolio/watchlist.js.map +1 -1
  309. package/dist/tools/sentiment/reddit-sentiment.js +23 -10
  310. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  311. package/dist/tools/sentiment/sentiment-summary.js +15 -13
  312. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  313. package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
  314. package/dist/tools/sentiment/sentiment-trend.js +12 -2
  315. package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
  316. package/dist/tools/sentiment/twitter-sentiment.js +12 -5
  317. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  318. package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
  319. package/dist/tools/sentiment/untrusted-text.js +17 -0
  320. package/dist/tools/sentiment/untrusted-text.js.map +1 -0
  321. package/dist/tools/sentiment/web-search.js +9 -13
  322. package/dist/tools/sentiment/web-search.js.map +1 -1
  323. package/dist/tools/sentiment/web-sentiment.js +15 -3
  324. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  325. package/dist/tools/technical/backtest.d.ts +1 -1
  326. package/dist/tools/technical/backtest.js +27 -20
  327. package/dist/tools/technical/backtest.js.map +1 -1
  328. package/dist/tools/technical/indicators.js +23 -5
  329. package/dist/tools/technical/indicators.js.map +1 -1
  330. package/dist/types/index.d.ts +3 -3
  331. package/dist/types/index.js.map +1 -1
  332. package/dist/types/market.d.ts +1 -0
  333. package/dist/types/portfolio.d.ts +14 -4
  334. package/dist/workflows/compare-assets.d.ts +0 -3
  335. package/dist/workflows/compare-assets.js +20 -11
  336. package/dist/workflows/compare-assets.js.map +1 -1
  337. package/dist/workflows/index.d.ts +3 -4
  338. package/dist/workflows/index.js +3 -3
  339. package/dist/workflows/index.js.map +1 -1
  340. package/dist/workflows/options-screener.d.ts +0 -3
  341. package/dist/workflows/options-screener.js +4 -11
  342. package/dist/workflows/options-screener.js.map +1 -1
  343. package/dist/workflows/portfolio-builder.d.ts +0 -3
  344. package/dist/workflows/portfolio-builder.js +0 -8
  345. package/dist/workflows/portfolio-builder.js.map +1 -1
  346. package/gui/server/ask-user-bridge.ts +1 -1
  347. package/gui/server/automation-heartbeat.ts +97 -0
  348. package/gui/server/background-quotes.ts +97 -1
  349. package/gui/server/chat-event-adapter.ts +32 -10
  350. package/gui/server/chat-run-session.ts +16 -0
  351. package/gui/server/invoke-tool.ts +144 -1
  352. package/gui/server/live-chat-event-adapter.ts +21 -6
  353. package/gui/server/market-state-api.ts +315 -0
  354. package/gui/server/model-setup.ts +149 -2
  355. package/gui/server/private-api-access.ts +62 -0
  356. package/gui/server/projector.ts +12 -7
  357. package/gui/server/prompt-observation.ts +4 -7
  358. package/gui/server/quote-snapshot-store.ts +50 -0
  359. package/gui/server/server.ts +200 -451
  360. package/gui/server/session-actions.ts +186 -1
  361. package/gui/server/shutdown.ts +47 -0
  362. package/gui/server/tool-invoke-ack.ts +49 -0
  363. package/gui/server/tool-metadata.ts +23 -10
  364. package/gui/server/websocket.ts +13 -3
  365. package/gui/server/writer-lock.ts +6 -2
  366. package/gui/server/ws-hub.ts +292 -0
  367. package/gui/shared/chat-events.ts +16 -1
  368. package/gui/shared/event-reducer.ts +24 -6
  369. package/gui/web/dist/assets/CatalogOverlay-eJ2cBk33.js +1 -0
  370. package/gui/web/dist/assets/index-2KZtKBmu.css +1 -0
  371. package/gui/web/dist/assets/index-CveNgtDg.js +69 -0
  372. package/gui/web/dist/index.html +2 -2
  373. package/package.json +5 -1
  374. package/src/analysts/contracts.ts +10 -23
  375. package/src/analysts/orchestrator.ts +8 -43
  376. package/src/cli.ts +35 -12
  377. package/src/config.ts +17 -9
  378. package/src/index.ts +1 -1
  379. package/src/infra/browser.ts +3 -1
  380. package/src/infra/cache.ts +41 -30
  381. package/src/infra/http-client.ts +72 -6
  382. package/src/infra/index.ts +7 -10
  383. package/src/infra/native-dependencies.ts +8 -3
  384. package/src/infra/node-version.ts +3 -1
  385. package/src/infra/opencandle-paths.ts +3 -14
  386. package/src/infra/rate-limiter.ts +22 -19
  387. package/src/market-state/alert-conditions.ts +82 -0
  388. package/src/market-state/alert-runner.ts +863 -0
  389. package/src/market-state/daily-report.ts +247 -0
  390. package/src/market-state/local-automation-service.ts +162 -0
  391. package/src/market-state/notification-delivery.ts +158 -0
  392. package/src/market-state/resolve-for-mutation.ts +24 -0
  393. package/src/market-state/resolve.ts +112 -0
  394. package/src/market-state/service.ts +2344 -0
  395. package/src/memory/index.ts +7 -7
  396. package/src/memory/manager.ts +14 -16
  397. package/src/memory/retrieval.ts +8 -7
  398. package/src/memory/sqlite.ts +407 -6
  399. package/src/memory/storage.ts +5 -15
  400. package/src/memory/tool-defaults.ts +60 -39
  401. package/src/memory/types.ts +3 -3
  402. package/src/monitor.ts +121 -0
  403. package/src/onboarding/connect.ts +10 -33
  404. package/src/onboarding/credential-interceptor.ts +3 -15
  405. package/src/onboarding/degradation-accumulator.ts +1 -3
  406. package/src/onboarding/providers.ts +9 -40
  407. package/src/onboarding/state.ts +4 -15
  408. package/src/onboarding/tool-helpers.ts +2 -9
  409. package/src/onboarding/tool-tags.ts +6 -6
  410. package/src/onboarding/validation.ts +14 -20
  411. package/src/pi/opencandle-extension.ts +529 -85
  412. package/src/pi/session.ts +7 -5
  413. package/src/pi/setup.ts +61 -43
  414. package/src/pi/tool-adapter.ts +5 -2
  415. package/src/prompts/context-builder.ts +23 -12
  416. package/src/prompts/policy-cards.ts +2 -2
  417. package/src/prompts/sections.ts +1 -1
  418. package/src/prompts/symbol-preflight.ts +80 -0
  419. package/src/prompts/workflow-prompts.ts +77 -28
  420. package/src/providers/alpha-vantage.ts +58 -39
  421. package/src/providers/coingecko.ts +2 -5
  422. package/src/providers/errors.ts +9 -0
  423. package/src/providers/exa-search.ts +24 -22
  424. package/src/providers/fear-greed.ts +1 -1
  425. package/src/providers/finnhub.ts +7 -6
  426. package/src/providers/fred.ts +3 -3
  427. package/src/providers/index.ts +14 -6
  428. package/src/providers/reddit.ts +17 -6
  429. package/src/providers/sec-edgar.ts +20 -6
  430. package/src/providers/tradingview.ts +399 -0
  431. package/src/providers/twitter.ts +6 -8
  432. package/src/providers/web-search.ts +30 -20
  433. package/src/providers/with-fallback.ts +8 -7
  434. package/src/providers/wrap-provider.ts +15 -10
  435. package/src/providers/yahoo-finance.ts +140 -35
  436. package/src/routing/classify-intent.ts +101 -10
  437. package/src/routing/defaults.ts +1 -1
  438. package/src/routing/entity-extractor.ts +287 -38
  439. package/src/routing/fund-symbols.ts +58 -0
  440. package/src/routing/horizon.ts +7 -0
  441. package/src/routing/index.ts +48 -48
  442. package/src/routing/planning.ts +144 -53
  443. package/src/routing/route-manifest.ts +37 -15
  444. package/src/routing/router-llm-client.ts +4 -4
  445. package/src/routing/router-prompt.ts +15 -19
  446. package/src/routing/router-types.ts +2 -5
  447. package/src/routing/router.ts +251 -53
  448. package/src/routing/slot-resolver.ts +34 -11
  449. package/src/routing/symbol-disambiguator.ts +72 -0
  450. package/src/routing/turn-context.ts +6 -9
  451. package/src/routing/types.ts +2 -0
  452. package/src/runtime/answer-contracts.ts +82 -43
  453. package/src/runtime/artifact-contracts.ts +2 -1
  454. package/src/runtime/planning-evidence.ts +157 -66
  455. package/src/runtime/prompt-step.ts +1 -16
  456. package/src/runtime/run-context.ts +12 -2
  457. package/src/runtime/session-coordinator.ts +238 -63
  458. package/src/runtime/session-title.ts +60 -0
  459. package/src/runtime/tool-defaults-wrapper.ts +1 -3
  460. package/src/runtime/validation.ts +1 -4
  461. package/src/runtime/workflow-events.ts +7 -7
  462. package/src/runtime/workflow-runner.ts +5 -11
  463. package/src/sentiment/adapters/finnhub.ts +7 -2
  464. package/src/sentiment/adapters/reddit.ts +2 -2
  465. package/src/sentiment/adapters/twitter.ts +1 -1
  466. package/src/sentiment/adapters/web.ts +1 -1
  467. package/src/sentiment/index.ts +16 -26
  468. package/src/sentiment/keywords.ts +26 -4
  469. package/src/sentiment/pipeline.ts +15 -4
  470. package/src/sentiment/scorer.ts +1 -1
  471. package/src/sentiment/store.ts +2 -2
  472. package/src/sentiment/trends.ts +9 -3
  473. package/src/sentiment/types.ts +5 -4
  474. package/src/system-prompt.ts +3 -2
  475. package/src/tool-kit.ts +10 -9
  476. package/src/tools/fundamentals/company-overview.ts +19 -9
  477. package/src/tools/fundamentals/comps.ts +68 -55
  478. package/src/tools/fundamentals/dcf.ts +145 -95
  479. package/src/tools/fundamentals/earnings.ts +16 -6
  480. package/src/tools/fundamentals/financials.ts +16 -7
  481. package/src/tools/fundamentals/sec-filings.ts +37 -16
  482. package/src/tools/index.ts +51 -39
  483. package/src/tools/interaction/ask-user.ts +22 -10
  484. package/src/tools/interaction/twitter-login.ts +17 -5
  485. package/src/tools/macro/fear-greed.ts +1 -1
  486. package/src/tools/macro/fred-data.ts +58 -46
  487. package/src/tools/market/crypto-history.ts +8 -3
  488. package/src/tools/market/crypto-price.ts +6 -6
  489. package/src/tools/market/screen-stocks.ts +279 -0
  490. package/src/tools/market/search-ticker.ts +218 -17
  491. package/src/tools/market/stock-history.ts +37 -12
  492. package/src/tools/market/stock-quote.ts +10 -7
  493. package/src/tools/options/greeks.ts +5 -5
  494. package/src/tools/options/option-chain.ts +41 -17
  495. package/src/tools/portfolio/alerts.ts +457 -0
  496. package/src/tools/portfolio/correlation.ts +47 -20
  497. package/src/tools/portfolio/daily-report.ts +101 -0
  498. package/src/tools/portfolio/holdings-overlap.ts +31 -15
  499. package/src/tools/portfolio/notifications.ts +45 -0
  500. package/src/tools/portfolio/predictions.ts +406 -106
  501. package/src/tools/portfolio/risk-analysis.ts +46 -7
  502. package/src/tools/portfolio/tracker.ts +270 -109
  503. package/src/tools/portfolio/watchlist.ts +250 -121
  504. package/src/tools/sentiment/reddit-sentiment.ts +50 -24
  505. package/src/tools/sentiment/sentiment-summary.ts +62 -41
  506. package/src/tools/sentiment/sentiment-trend.ts +24 -7
  507. package/src/tools/sentiment/twitter-sentiment.ts +22 -15
  508. package/src/tools/sentiment/untrusted-text.ts +21 -0
  509. package/src/tools/sentiment/web-search.ts +21 -18
  510. package/src/tools/sentiment/web-sentiment.ts +26 -10
  511. package/src/tools/technical/backtest.ts +32 -22
  512. package/src/tools/technical/indicators.ts +39 -14
  513. package/src/types/index.ts +8 -3
  514. package/src/types/market.ts +1 -0
  515. package/src/types/portfolio.ts +14 -4
  516. package/src/types/sentiment.ts +2 -2
  517. package/src/workflows/compare-assets.ts +33 -21
  518. package/src/workflows/index.ts +3 -4
  519. package/src/workflows/options-screener.ts +27 -29
  520. package/src/workflows/portfolio-builder.ts +34 -27
  521. package/dist/workflows/types.d.ts +0 -4
  522. package/dist/workflows/types.js +0 -2
  523. package/dist/workflows/types.js.map +0 -1
  524. package/gui/web/dist/assets/CatalogOverlay-Bmp6Knu7.js +0 -1
  525. package/gui/web/dist/assets/index-Bxt9QpLX.css +0 -1
  526. package/gui/web/dist/assets/index-CZ9DHZYy.js +0 -67
  527. package/src/workflows/types.ts +0 -4
@@ -1,4 +1,7 @@
1
1
  import type { Api, Model } from "@earendil-works/pi-ai";
2
+ import { persistProviderCredential } from "../../src/onboarding/connect.js";
3
+ import { getCredentialSource, PROVIDERS, type ProviderId } from "../../src/onboarding/providers.js";
4
+ import { validateCredential } from "../../src/onboarding/validation.js";
2
5
 
3
6
  export type ModelSetupRequirement = "ready" | "select_model" | "connect_auth";
4
7
 
@@ -24,6 +27,47 @@ export interface ModelSetupRegistry {
24
27
  hasConfiguredAuth(model: Model<Api>): boolean;
25
28
  }
26
29
 
30
+ interface ModelSetupAuthStorage {
31
+ set(provider: string, credential: { type: "api_key"; key: string }): void;
32
+ }
33
+
34
+ interface MutableModelSetupRegistry extends ModelSetupRegistry {
35
+ authStorage: ModelSetupAuthStorage;
36
+ find(provider: string, modelId: string): Model<Api> | undefined;
37
+ }
38
+
39
+ interface ModelSetupSession {
40
+ modelRegistry: MutableModelSetupRegistry;
41
+ model?: Model<Api>;
42
+ setModel(model: Model<Api>): Promise<void>;
43
+ settingsManager: {
44
+ flush(): Promise<void>;
45
+ };
46
+ }
47
+
48
+ interface ModelSetupSessionManager {
49
+ appendCustomMessageEntry(
50
+ customType: string,
51
+ content: string,
52
+ isActive: boolean,
53
+ data: Record<string, unknown>,
54
+ ): void;
55
+ }
56
+
57
+ export interface ModelSetupController {
58
+ buildCurrentModelSetupState(): ModelSetupState;
59
+ handleSaveModelApiKey(providerId: string, apiKey: string): Promise<void>;
60
+ handleSaveProviderApiKey(providerId: string, apiKey: string): Promise<void>;
61
+ handleSelectModel(provider: string, modelId: string): Promise<void>;
62
+ }
63
+
64
+ export interface ModelSetupControllerOptions {
65
+ role: string;
66
+ getSession: () => ModelSetupSession;
67
+ getSessionManager: () => ModelSetupSessionManager;
68
+ broadcastState: () => void;
69
+ }
70
+
27
71
  export const modelSetupProviders: ModelSetupProvider[] = [
28
72
  {
29
73
  id: "google",
@@ -83,8 +127,7 @@ export function findPreferredModel(
83
127
  const available = sortModels(registry.getAvailable(), provider.defaultProvider);
84
128
  return (
85
129
  available.find(
86
- (model) =>
87
- model.provider === provider.defaultProvider && model.id === provider.defaultModel,
130
+ (model) => model.provider === provider.defaultProvider && model.id === provider.defaultModel,
88
131
  ) ?? available.find((model) => model.provider === provider.defaultProvider)
89
132
  );
90
133
  }
@@ -98,3 +141,107 @@ export function sortModels(models: Model<Api>[], preferredProvider?: string): Mo
98
141
  return byProvider !== 0 ? byProvider : a.id.localeCompare(b.id);
99
142
  });
100
143
  }
144
+
145
+ export function createModelSetupController({
146
+ role,
147
+ getSession,
148
+ getSessionManager,
149
+ broadcastState,
150
+ }: ModelSetupControllerOptions): ModelSetupController {
151
+ function ensureWriter(): void {
152
+ if (role !== "writer") throw new Error("Read-only follower mode");
153
+ }
154
+
155
+ function buildCurrentModelSetupState(): ModelSetupState {
156
+ const session = getSession();
157
+ return buildModelSetupState(session.modelRegistry, session.model);
158
+ }
159
+
160
+ async function handleSaveModelApiKey(providerId: string, apiKey: string): Promise<void> {
161
+ ensureWriter();
162
+
163
+ const provider = modelSetupProviders.find((candidate) => candidate.id === providerId);
164
+ if (!provider) throw new Error(`Unknown model provider: ${providerId}`);
165
+
166
+ const trimmed = apiKey.trim();
167
+ if (!trimmed) throw new Error(`Paste a ${provider.label} API key first.`);
168
+
169
+ const session = getSession();
170
+ session.modelRegistry.authStorage.set(provider.id, { type: "api_key", key: trimmed });
171
+ session.modelRegistry.refresh();
172
+
173
+ const model = findPreferredModel(session.modelRegistry, provider);
174
+ if (!model) {
175
+ throw new Error(
176
+ `Saved the ${provider.label} key, but no ${provider.label} models are available yet.`,
177
+ );
178
+ }
179
+
180
+ await session.setModel(model);
181
+ await session.settingsManager.flush();
182
+ getSessionManager().appendCustomMessageEntry(
183
+ "opencandle-model-setup",
184
+ `Connected ${provider.label} and selected ${model.provider}/${model.id}.`,
185
+ true,
186
+ { source: "gui", provider: provider.id, model: `${model.provider}/${model.id}` },
187
+ );
188
+ broadcastState();
189
+ }
190
+
191
+ async function handleSaveProviderApiKey(providerId: string, apiKey: string): Promise<void> {
192
+ ensureWriter();
193
+
194
+ const descriptor = PROVIDERS.find((candidate) => candidate.id === providerId);
195
+ if (!descriptor) throw new Error(`Unknown provider: ${providerId}`);
196
+
197
+ if (getCredentialSource(descriptor.id) === "env") {
198
+ throw new Error(
199
+ `${descriptor.displayName} is set via the ${descriptor.envVar} environment variable. Unset it to override here.`,
200
+ );
201
+ }
202
+
203
+ const trimmed = apiKey.trim();
204
+ if (!trimmed) throw new Error(`Paste a ${descriptor.displayName} API key first.`);
205
+
206
+ const validation = await validateCredential(descriptor.id as ProviderId, trimmed);
207
+ if (validation.status === "invalid") {
208
+ const statusHint =
209
+ validation.httpStatus !== undefined ? ` (HTTP ${validation.httpStatus})` : "";
210
+ const messageHint = validation.message ? ` — ${validation.message}` : "";
211
+ throw new Error(
212
+ `${descriptor.displayName} rejected the key${statusHint}${messageHint}. The existing configuration was not changed.`,
213
+ );
214
+ }
215
+
216
+ persistProviderCredential(descriptor.id as ProviderId, trimmed);
217
+
218
+ const verifiedNote =
219
+ validation.status === "transient"
220
+ ? `Saved ${descriptor.displayName} key but couldn't verify it (${validation.reason}). The next request will surface any issue.`
221
+ : `Connected ${descriptor.displayName}. Key saved to ~/.opencandle/config.json.`;
222
+
223
+ getSessionManager().appendCustomMessageEntry("opencandle-provider-setup", verifiedNote, true, {
224
+ source: "gui",
225
+ provider: descriptor.id,
226
+ status: validation.status,
227
+ });
228
+ broadcastState();
229
+ }
230
+
231
+ async function handleSelectModel(provider: string, modelId: string): Promise<void> {
232
+ ensureWriter();
233
+ const session = getSession();
234
+ session.modelRegistry.refresh();
235
+ const model = session.modelRegistry.find(provider, modelId);
236
+ if (!model) throw new Error(`Unknown model: ${provider}/${modelId}`);
237
+ await session.setModel(model);
238
+ await session.settingsManager.flush();
239
+ }
240
+
241
+ return {
242
+ buildCurrentModelSetupState,
243
+ handleSaveModelApiKey,
244
+ handleSaveProviderApiKey,
245
+ handleSelectModel,
246
+ };
247
+ }
@@ -0,0 +1,62 @@
1
+ import type { IncomingHttpHeaders } from "node:http";
2
+
3
+ const PRIVATE_API_COOKIE = "opencandle_gui_session";
4
+
5
+ export function isLoopbackAddress(remoteAddress: string | undefined): boolean {
6
+ if (remoteAddress == null || remoteAddress === "") return false;
7
+ return (
8
+ remoteAddress === "::1" ||
9
+ remoteAddress === "localhost" ||
10
+ remoteAddress.startsWith("127.") ||
11
+ remoteAddress.startsWith("::ffff:127.")
12
+ );
13
+ }
14
+
15
+ export function isTrustedPrivateApiRequest(
16
+ headers: IncomingHttpHeaders,
17
+ sessionToken: string,
18
+ remoteAddress: string | undefined,
19
+ options: { allowRemote?: boolean } = {},
20
+ ): boolean {
21
+ if (!options.allowRemote && !isLoopbackAddress(remoteAddress)) return false;
22
+ if (cookieValue(headers.cookie, PRIVATE_API_COOKIE) !== sessionToken) return false;
23
+
24
+ const fetchSite = headerValue(headers["sec-fetch-site"]);
25
+ if (fetchSite != null && fetchSite !== "same-origin" && fetchSite !== "none") return false;
26
+
27
+ const origin = headerValue(headers.origin);
28
+ const host = headerValue(headers.host);
29
+ if (origin != null && host != null) {
30
+ try {
31
+ if (new URL(origin).host !== host) return false;
32
+ } catch {
33
+ return false;
34
+ }
35
+ }
36
+
37
+ return true;
38
+ }
39
+
40
+ export function privateApiCookieHeader(sessionToken: string): string {
41
+ return `${PRIVATE_API_COOKIE}=${encodeURIComponent(sessionToken)}; Path=/; HttpOnly; SameSite=Strict`;
42
+ }
43
+
44
+ function cookieValue(header: string | string[] | undefined, name: string): string | undefined {
45
+ const value = Array.isArray(header) ? header.join("; ") : header;
46
+ if (value == null) return undefined;
47
+ for (const part of value.split(";")) {
48
+ const [rawKey, ...rawValue] = part.trim().split("=");
49
+ if (rawKey === name) {
50
+ try {
51
+ return decodeURIComponent(rawValue.join("="));
52
+ } catch {
53
+ return undefined;
54
+ }
55
+ }
56
+ }
57
+ return undefined;
58
+ }
59
+
60
+ function headerValue(value: string | string[] | undefined): string | undefined {
61
+ return Array.isArray(value) ? value[0] : value;
62
+ }
@@ -1,5 +1,5 @@
1
- import type { SessionEntry } from "@earendil-works/pi-coding-agent";
2
1
  import type { Message, ToolResultMessage } from "@earendil-works/pi-ai";
2
+ import type { SessionEntry } from "@earendil-works/pi-coding-agent";
3
3
 
4
4
  export interface DashboardState {
5
5
  watchlist: Array<{
@@ -199,8 +199,9 @@ function projectQuote(
199
199
  function parseCredentialRequiredProviders(text: string): string[] {
200
200
  const providers: string[] = [];
201
201
  const re = /\[OPENCANDLE_CREDENTIAL_REQUIRED[^\]]*provider=([a-z0-9_-]+)/gi;
202
- let match: RegExpExecArray | null;
203
- while ((match = re.exec(text)) !== null) {
202
+ while (true) {
203
+ const match = re.exec(text);
204
+ if (!match) break;
204
205
  providers.push(match[1]);
205
206
  }
206
207
  return providers;
@@ -213,14 +214,18 @@ function parseSkippedProviders(text: string): string[] {
213
214
  function parseSoftGapProviders(text: string): string[] {
214
215
  const providers: string[] = [];
215
216
  const re = /\[OPENCANDLE_(?:SKIPPED|SOFT_DEGRADED)[^\]]*provider=([a-z0-9_-]+)/gi;
216
- let match: RegExpExecArray | null;
217
- while ((match = re.exec(text)) !== null) {
217
+ while (true) {
218
+ const match = re.exec(text);
219
+ if (!match) break;
218
220
  providers.push(match[1]);
219
221
  }
220
222
  return providers;
221
223
  }
222
224
 
223
- function inferDirectToolGapProvider(toolName: string | undefined, text: string): string | undefined {
225
+ function inferDirectToolGapProvider(
226
+ toolName: string | undefined,
227
+ text: string,
228
+ ): string | undefined {
224
229
  if (!toolName || !/(?:⚠|unavailable|No .*data found|LOGIN_NEEDED)/i.test(text)) return undefined;
225
230
  return DIRECT_TOOL_GAP_PROVIDERS[toolName];
226
231
  }
@@ -233,7 +238,7 @@ function inferSymbolFromContent(content: ToolResultMessage["content"]): string |
233
238
 
234
239
  function asRecord(value: unknown): Record<string, unknown> {
235
240
  return typeof value === "object" && value !== null && !Array.isArray(value)
236
- ? value as Record<string, unknown>
241
+ ? (value as Record<string, unknown>)
237
242
  : {};
238
243
  }
239
244
 
@@ -49,13 +49,10 @@ function messageTextFromContent(content: unknown): string {
49
49
  if (typeof content === "string") return content;
50
50
  if (!Array.isArray(content)) return "";
51
51
  return content
52
- .map((part) => (
53
- typeof part === "object" &&
54
- part !== null &&
55
- "text" in part &&
56
- typeof part.text === "string"
52
+ .map((part) =>
53
+ typeof part === "object" && part !== null && "text" in part && typeof part.text === "string"
57
54
  ? part.text
58
- : ""
59
- ))
55
+ : "",
56
+ )
60
57
  .join("");
61
58
  }
@@ -0,0 +1,50 @@
1
+ import type { MarketStateQuoteSnapshot } from "./market-state-api.js";
2
+
3
+ export class QuoteSnapshotStore {
4
+ private snapshot: MarketStateQuoteSnapshot | null = null;
5
+ private fetchedAtMs = 0;
6
+ private inFlight: Promise<MarketStateQuoteSnapshot> | null = null;
7
+ private invalidationVersion = 0;
8
+
9
+ constructor(
10
+ private readonly build: () => Promise<MarketStateQuoteSnapshot>,
11
+ private readonly maxAgeMs = 60_000,
12
+ private readonly now: () => number = Date.now,
13
+ ) {}
14
+
15
+ async get(): Promise<MarketStateQuoteSnapshot> {
16
+ if (this.snapshot == null) return this.refresh();
17
+ if (this.now() - this.fetchedAtMs >= this.maxAgeMs) {
18
+ // Stale-while-revalidate: serve the old snapshot now, refresh in the background.
19
+ this.refresh().catch(() => {});
20
+ }
21
+ return this.snapshot;
22
+ }
23
+
24
+ invalidate(): void {
25
+ this.invalidationVersion += 1;
26
+ this.snapshot = null;
27
+ this.fetchedAtMs = 0;
28
+ this.inFlight = null;
29
+ }
30
+
31
+ private refresh(): Promise<MarketStateQuoteSnapshot> {
32
+ if (this.inFlight) return this.inFlight;
33
+ const version = this.invalidationVersion;
34
+ const inFlight = this.build()
35
+ .then((snapshot) => {
36
+ if (version === this.invalidationVersion) {
37
+ this.snapshot = snapshot;
38
+ this.fetchedAtMs = this.now();
39
+ }
40
+ return snapshot;
41
+ })
42
+ .finally(() => {
43
+ if (this.inFlight === inFlight) {
44
+ this.inFlight = null;
45
+ }
46
+ });
47
+ this.inFlight = inFlight;
48
+ return this.inFlight;
49
+ }
50
+ }