opencandle 0.5.0 → 0.6.0

package/src/memory/tool-defaults.ts

@@ -3,60 +3,81 @@ import { initDefaultDatabase } from "./sqlite.js";
 export type ToolDefaults = Record<string, unknown>;
 type SqliteDb = ReturnType<typeof initDefaultDatabase>;
 
-export function getDefaults(toolName: string, db: SqliteDb = initDefaultDatabase()): ToolDefaults {
-  const rows = db
-    .prepare(
-      `SELECT param_path, value_json FROM tool_defaults WHERE tool_name = ? ORDER BY param_path`,
-    )
-    .all(toolName) as Array<{ param_path: string; value_json: string }>;
+export function getDefaults(toolName: string, db?: SqliteDb): ToolDefaults {
+  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) as Array<{ param_path: string; value_json: string }>;
 
-  const defaults: ToolDefaults = {};
-  for (const row of rows) {
-    setPath(defaults, row.param_path, parseStoredValue(row.value_json));
+    const defaults: ToolDefaults = {};
+    for (const row of rows) {
+      setPath(defaults, row.param_path, parseStoredValue(row.value_json));
+    }
+    return defaults;
+  } finally {
+    if (ownedDb) connection.close();
   }
-  return defaults;
 }
 
-export function getAllDefaults(db: SqliteDb = initDefaultDatabase()): Map<string, ToolDefaults> {
-  const rows = db
-    .prepare(
-      `SELECT tool_name, param_path, value_json FROM tool_defaults ORDER BY tool_name, param_path`,
-    )
-    .all() as Array<{ tool_name: string; param_path: string; value_json: string }>;
+export function getAllDefaults(db?: SqliteDb): Map<string, ToolDefaults> {
+  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() as Array<{ tool_name: string; param_path: string; value_json: string }>;
 
-  const groups = new Map<string, ToolDefaults>();
-  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);
+    const groups = new Map<string, ToolDefaults>();
+    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();
   }
-  return groups;
 }
 
 export function setDefault(
   toolName: string,
   paramPath: string,
   value: unknown,
-  db: SqliteDb = initDefaultDatabase(),
+  db?: SqliteDb,
 ): void {
-  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());
+  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: string,
-  paramPath: string,
-  db: SqliteDb = initDefaultDatabase(),
-): void {
-  db.prepare(`DELETE FROM tool_defaults WHERE tool_name = ? AND param_path = ?`).run(
-    toolName,
-    paramPath,
-  );
+export function clearDefault(toolName: string, paramPath: string, db?: SqliteDb): void {
+  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: string): unknown {

package/src/memory/types.ts

@@ -17,10 +17,10 @@ export interface MemoryEntry {
 
 /** Staleness thresholds in milliseconds per category. */
 export const STALENESS_THRESHOLDS: Record<MemoryCategory, number> = {
-  investor_profile: 90 * 24 * 60 * 60 * 1000,    // 90 days
+  investor_profile: 90 * 24 * 60 * 60 * 1000, // 90 days
   interaction_feedback: 14 * 24 * 60 * 60 * 1000, // 14 days
-  workflow_history: 7 * 24 * 60 * 60 * 1000,      // 7 days
-  references: 30 * 24 * 60 * 60 * 1000,           // 30 days
+  workflow_history: 7 * 24 * 60 * 60 * 1000, // 7 days
+  references: 30 * 24 * 60 * 60 * 1000, // 30 days
 };
 
 /** Map preference keys to memory categories. */

package/src/monitor.ts

@@ -0,0 +1,121 @@
+#!/usr/bin/env node
+import "./infra/node-version.js";
+import { parseArgs } from "node:util";
+import { loadEnv } from "./config.js";
+import { runLocalAutomationHeartbeat } from "./market-state/local-automation-service.js";
+import { MarketStateService } from "./market-state/service.js";
+import { initDefaultDatabase } from "./memory/sqlite.js";
+
+const DEFAULT_MONITOR_INTERVAL_MS = 60_000;
+const MIN_MONITOR_INTERVAL_MS = 5_000;
+const MONITOR_OWNER_ID = `monitor:${process.pid}`;
+
+interface MonitorOptions {
+  once: boolean;
+  intervalMs: number;
+}
+
+function parseMonitorOptions(argv = process.argv.slice(2)): MonitorOptions {
+  const parsed = parseArgs({
+    args: argv,
+    options: {
+      once: { type: "boolean", default: false },
+      "interval-ms": { type: "string" },
+    },
+    strict: false,
+  });
+  return {
+    once: parsed.values.once === true,
+    intervalMs: normalizeMonitorIntervalMs(parsed.values["interval-ms"]),
+  };
+}
+
+function normalizeMonitorIntervalMs(raw: string | boolean | undefined): number {
+  if (typeof raw !== "string" || raw.trim() === "") return DEFAULT_MONITOR_INTERVAL_MS;
+  const parsed = Number(raw);
+  if (!Number.isFinite(parsed) || parsed < MIN_MONITOR_INTERVAL_MS)
+    return DEFAULT_MONITOR_INTERVAL_MS;
+  return Math.floor(parsed);
+}
+
+async function runMonitorHeartbeat(
+  intervalMs: number,
+  releaseLeaseOnComplete = false,
+): Promise<void> {
+  const db = initDefaultDatabase();
+  const now = new Date().toISOString();
+  try {
+    const result = await runLocalAutomationHeartbeat(db, {
+      ownerId: MONITOR_OWNER_ID,
+      ownerKind: "monitor",
+      now,
+      ttlSeconds: Math.max(90, Math.ceil((intervalMs * 2) / 1000)),
+      checkAlerts: true,
+      checkReports: true,
+      releaseLeaseOnComplete,
+    });
+    if (!result.lease.acquired) {
+      console.log(
+        `OpenCandle monitor standby: runner owned by ${result.lease.ownerId} until ${result.lease.expiresAt}`,
+      );
+      return;
+    }
+    const alertSummary = result.alertCheck
+      ? `${result.alertCheck.checked} alert(s), ${result.alertCheck.triggered} triggered, ${result.alertCheck.unavailable} unavailable`
+      : "no due alerts";
+    const reportSummary = result.reportRuns.length
+      ? `${result.reportRuns.length} report run(s)`
+      : "no due reports";
+    console.log(`OpenCandle monitor heartbeat ${now}: ${alertSummary}; ${reportSummary}.`);
+  } finally {
+    db.close();
+  }
+}
+
+async function main(): Promise<void> {
+  loadEnv();
+  const options = parseMonitorOptions();
+  let inFlight = false;
+  const runOnce = async (): Promise<void> => {
+    if (inFlight) {
+      console.log("OpenCandle monitor heartbeat skipped: previous run is still active.");
+      return;
+    }
+    inFlight = true;
+    try {
+      await runMonitorHeartbeat(options.intervalMs, options.once);
+    } finally {
+      inFlight = false;
+    }
+  };
+
+  await runOnce();
+  if (options.once) return;
+
+  console.log(
+    `OpenCandle monitor running locally every ${options.intervalMs}ms. Keep this process open for local alerts and reports.`,
+  );
+  const timer = setInterval(() => {
+    void runOnce().catch((error) => {
+      console.error(
+        `OpenCandle monitor heartbeat failed: ${error instanceof Error ? error.message : String(error)}`,
+      );
+    });
+  }, options.intervalMs);
+
+  const stop = () => {
+    clearInterval(timer);
+    const db = initDefaultDatabase();
+    try {
+      new MarketStateService(db).releaseAutomationRunnerLease(MONITOR_OWNER_ID);
+    } finally {
+      db.close();
+    }
+    console.log("OpenCandle monitor stopped.");
+    process.exit(0);
+  };
+  process.once("SIGINT", stop);
+  process.once("SIGTERM", stop);
+}
+
+await main();

package/src/onboarding/connect.ts

@@ -18,23 +18,15 @@
 // call will surface any lingering issue via the credential-required tag.
 
 import type { ExtensionContext } from "@earendil-works/pi-coding-agent";
-import { openInBrowser } from "../infra/open-url.js";
 import {
-  loadFileConfig,
-  saveFileConfig,
   loadConfig,
+  loadFileConfig,
   type OpenCandleFileConfig,
+  saveFileConfig,
 } from "../config.js";
-import {
-  getProvider,
-  getCredentialSource,
-  type ProviderId,
-} from "./providers.js";
-import {
-  loadOnboardingState,
-  markProviderCompleted,
-  saveOnboardingState,
-} from "./state.js";
+import { openInBrowser } from "../infra/open-url.js";
+import { getCredentialSource, getProvider, type ProviderId } from "./providers.js";
+import { loadOnboardingState, markProviderCompleted, saveOnboardingState } from "./state.js";
 import { validateCredential } from "./validation.js";
 
 export type ConnectResult =
@@ -55,9 +47,7 @@ function writeNested(
     next[head] = value;
   } else {
     const child =
-      next[head] && typeof next[head] === "object"
-        ? (next[head] as Record<string, unknown>)
-        : {};
+      next[head] && typeof next[head] === "object" ? (next[head] as Record<string, unknown>) : {};
     next[head] = writeNested(child, rest, value);
   }
   return next;
@@ -74,17 +64,10 @@ function writeNested(
  * provider-setup form. Validation is the caller's responsibility — both
  * call sites run `validateCredential` before invoking this helper.
  */
-export function persistProviderCredential(
-  providerId: ProviderId,
-  key: string,
-): void {
+export function persistProviderCredential(providerId: ProviderId, key: string): void {
   const descriptor = getProvider(providerId);
   const existing = loadFileConfig() as unknown as Record<string, unknown>;
-  const updated = writeNested(
-    existing,
-    descriptor.configPath,
-    key,
-  ) as OpenCandleFileConfig;
+  const updated = writeNested(existing, descriptor.configPath, key) as OpenCandleFileConfig;
   saveFileConfig(updated);
   loadConfig();
   const state = loadOnboardingState();
@@ -121,10 +104,7 @@ export async function runProviderConnect(
   // the browser can't be opened, the user can still paste a key they
   // already have, so we continue rather than bailing.
   await openInBrowser(descriptor.signupUrl).catch(() => {});
-  ctx.ui.notify(
-    `Opening ${descriptor.displayName} signup in your browser...`,
-    "info",
-  );
+  ctx.ui.notify(`Opening ${descriptor.displayName} signup in your browser...`, "info");
 
   // Prompt for the key. Uses the provider's instructionsHint as the
   // placeholder text to remind the user what they're pasting.
@@ -175,10 +155,7 @@ export async function runProviderConnect(
 
   persistProviderCredential(providerId, trimmed);
 
-  ctx.ui.notify(
-    `${descriptor.displayName} connected. Your key has been saved.`,
-    "info",
-  );
+  ctx.ui.notify(`${descriptor.displayName} connected. Your key has been saved.`, "info");
 
   return { status: "connected" };
 }

package/src/onboarding/credential-interceptor.ts

@@ -54,10 +54,7 @@ function buildRemediation(providerId: ProviderId): string {
   return `run /connect ${alias} to unlock`;
 }
 
-function skip(
-  providerId: ProviderId,
-  silenced: boolean,
-): InterceptAction {
+function skip(providerId: ProviderId, silenced: boolean): InterceptAction {
   return {
     action: "skip",
     provider: providerId,
@@ -74,17 +71,8 @@ function skip(
  *
  * No side effects. No Pi imports. Trivially unit-testable.
  */
-export function resolveCredentialRequired(
-  input: InterceptInput,
-): InterceptAction {
-  const {
-    provider,
-    reason,
-    state,
-    sessionPromptedSet,
-    hardPromptFiredInWorkflow,
-    now,
-  } = input;
+export function resolveCredentialRequired(input: InterceptInput): InterceptAction {
+  const { provider, reason, state, sessionPromptedSet, hardPromptFiredInWorkflow, now } = input;
 
   const descriptor = getProvider(provider);
   const entry = state.providers[provider];

package/src/onboarding/degradation-accumulator.ts

@@ -58,9 +58,7 @@ export function createDegradationAccumulator(): DegradationAccumulator {
         const silenced = entry?.status === "never_ask";
         const alias = descriptor.aliases[0] ?? descriptor.id;
         const baseRemediation = `run /connect ${alias} to unlock`;
-        const remediation = silenced
-          ? `${baseRemediation} (silenced)`
-          : baseRemediation;
+        const remediation = silenced ? `${baseRemediation} (silenced)` : baseRemediation;
         lines.push(
           buildSkippedTag({
             provider,

package/src/onboarding/providers.ts

@@ -10,18 +10,9 @@
 
 import { getConfig, loadFileConfig } from "../config.js";
 
-export type ProviderId =
-  | "alpha_vantage"
-  | "fred"
-  | "finnhub"
-  | "brave"
-  | "exa";
+export type ProviderId = "alpha_vantage" | "fred" | "finnhub" | "brave" | "exa";
 
-export type ProviderCategory =
-  | "fundamentals"
-  | "macro"
-  | "news"
-  | "web_search";
+export type ProviderCategory = "fundamentals" | "macro" | "news" | "web_search";
 
 export type ProviderTier = "hard" | "soft";
 
@@ -87,12 +78,7 @@ export const PROVIDERS = [
     freeTier: true,
     envVar: "FRED_API_KEY",
     configPath: ["providers", "fred", "apiKey"],
-    unlocks: [
-      "interest rates",
-      "inflation data",
-      "yield curve",
-      "economic indicators",
-    ],
+    unlocks: ["interest rates", "inflation data", "yield curve", "economic indicators"],
     fallbackDescription: null,
     snoozeDurationDays: 7,
     instructionsHint: "Free, about 30 seconds, requires a St. Louis Fed account",
@@ -107,10 +93,7 @@ export const PROVIDERS = [
     freeTier: true,
     envVar: "FINNHUB_API_KEY",
     configPath: ["providers", "finnhub", "apiKey"],
-    unlocks: [
-      "ticker-tagged company news",
-      "sentiment enrichment with a dedicated news source",
-    ],
+    unlocks: ["ticker-tagged company news", "sentiment enrichment with a dedicated news source"],
     // Finnhub is a soft enrichment source — sentiment-summary continues to work
     // with Twitter/Reddit/web search when Finnhub is missing. The fallback is
     // "the other sentiment sources still run".
@@ -194,15 +177,11 @@ export function getProvider(id: ProviderId): ProviderDescriptor {
   return found;
 }
 
-export function getProvidersByCategory(
-  category: ProviderCategory,
-): readonly ProviderDescriptor[] {
+export function getProvidersByCategory(category: ProviderCategory): readonly ProviderDescriptor[] {
   return PROVIDERS.filter((p) => p.category === category);
 }
 
-export function getProvidersByTier(
-  tier: ProviderTier,
-): readonly ProviderDescriptor[] {
+export function getProvidersByTier(tier: ProviderTier): readonly ProviderDescriptor[] {
   return PROVIDERS.filter((p) => p.tier === tier);
 }
 
@@ -244,9 +223,7 @@ export function hasCredential(id: ProviderId): boolean {
   return typeof value === "string" && value.length > 0;
 }
 
-export function getCredentialSource(
-  id: ProviderId,
-): "env" | "file" | "absent" {
+export function getCredentialSource(id: ProviderId): "env" | "file" | "absent" {
   return getCredential(id).source;
 }
 
@@ -271,10 +248,7 @@ export function getCredential(
 
 export function resolveProviderFromArgument(
   arg: string,
-):
-  | ProviderDescriptor
-  | readonly ProviderDescriptor[]
-  | undefined {
+): ProviderDescriptor | readonly ProviderDescriptor[] | undefined {
   const needle = arg.trim().toLowerCase();
   if (!needle) return undefined;
 
@@ -291,12 +265,7 @@ export function resolveProviderFromArgument(
   // 3. Category match: if the needle matches a category name, return the
   //    providers in that category. One match → single descriptor. Multiple
   //    matches → array (triggers the sub-picker in the /connect handler).
-  const categories: readonly ProviderCategory[] = [
-    "fundamentals",
-    "macro",
-    "news",
-    "web_search",
-  ];
+  const categories: readonly ProviderCategory[] = ["fundamentals", "macro", "news", "web_search"];
   const normalizedCategory = needle.replace("-", "_");
   if ((categories as readonly string[]).includes(normalizedCategory)) {
     const group = getProvidersByCategory(normalizedCategory as ProviderCategory);

package/src/onboarding/state.ts

@@ -53,9 +53,7 @@ function parseEntry(raw: unknown): ProviderOnboardingEntry | undefined {
   return { status: "never_ask", lastPromptAt };
 }
 
-function parseProvidersMap(
-  raw: unknown,
-): Partial<Record<ProviderId, ProviderOnboardingEntry>> {
+function parseProvidersMap(raw: unknown): Partial<Record<ProviderId, ProviderOnboardingEntry>> {
   if (!raw || typeof raw !== "object") return {};
   const result: Partial<Record<ProviderId, ProviderOnboardingEntry>> = {};
   for (const [key, value] of Object.entries(raw as Record<string, unknown>)) {
@@ -96,10 +94,7 @@ export function loadOnboardingState(path = getOnboardingPath()): OnboardingState
   return { version, welcomeShownAt, providers };
 }
 
-export function saveOnboardingState(
-  state: OnboardingState,
-  path = getOnboardingPath(),
-): void {
+export function saveOnboardingState(state: OnboardingState, path = getOnboardingPath()): void {
   ensureParentDir(path);
   // Strip undefined fields for cleaner on-disk output.
   const serializable: Record<string, unknown> = {
@@ -120,10 +115,7 @@ function nowIso(): string {
   return new Date().toISOString();
 }
 
-export function markProviderCompleted(
-  state: OnboardingState,
-  id: ProviderId,
-): OnboardingState {
+export function markProviderCompleted(state: OnboardingState, id: ProviderId): OnboardingState {
   return {
     ...state,
     providers: {
@@ -153,10 +145,7 @@ export function markProviderSnoozed(
   };
 }
 
-export function markProviderNeverAsk(
-  state: OnboardingState,
-  id: ProviderId,
-): OnboardingState {
+export function markProviderNeverAsk(state: OnboardingState, id: ProviderId): OnboardingState {
   return {
     ...state,
     providers: {

package/src/onboarding/tool-helpers.ts

@@ -14,10 +14,7 @@
 import type { AgentToolResult } from "@earendil-works/pi-agent-core";
 import { ProviderCredentialError } from "../providers/provider-credential-error.js";
 import { getProvider, hasCredential, type ProviderId } from "./providers.js";
-import {
-  buildCredentialRequiredTag,
-  type CredentialRequiredReason,
-} from "./tool-tags.js";
+import { buildCredentialRequiredTag, type CredentialRequiredReason } from "./tool-tags.js";
 
 // Metadata carried on `details` for UI / test assertion. This is NOT the
 // LLM-facing contract — that lives in `content` as the tagged line. Pi
@@ -100,11 +97,7 @@ export async function withCredentialCheck<T>(
     return await fn();
   } catch (error) {
     if (error instanceof ProviderCredentialError) {
-      return buildCredentialRequiredResult(
-        error.provider,
-        error.reason,
-        error.httpStatus,
-      );
+      return buildCredentialRequiredResult(error.provider, error.reason, error.httpStatus);
     }
     throw error;
   }

package/src/onboarding/tool-tags.ts

@@ -81,12 +81,12 @@ export function buildCredentialRequiredTag(fields: CredentialRequiredTagFields):
 }
 
 export function buildSoftDegradedTag(fields: SoftDegradedTagFields): string {
-  return [
+  return `${[
     "[OPENCANDLE_SOFT_DEGRADED",
     formatField("provider", fields.provider),
     formatField("fallback", fields.fallback),
     `remediation=${quote(fields.remediation)}`,
-  ].join(" ") + "]";
+  ].join(" ")}]`;
 }
 
 export function buildSkippedTag(fields: SkippedTagFields): string {
@@ -117,8 +117,9 @@ function parseFields(raw: string): Record<string, string> {
   // Split on `key=value` pairs, respecting quoted values.
   const fields: Record<string, string> = {};
   const pattern = /(\w+)=("((?:[^"\\]|\\.)*)"|([^\s\]]+))/g;
-  let match: RegExpExecArray | null;
-  while ((match = pattern.exec(raw)) !== null) {
+  while (true) {
+    const match = pattern.exec(raw);
+    if (!match) break;
     const key = match[1];
     const value = match[3] !== undefined ? match[3].replace(/\\"/g, '"') : match[4];
     fields[key] = value;
@@ -147,8 +148,7 @@ export function parseToolTag(text: string): ParsedTag | undefined {
         .split(",")
         .map((s) => s.trim())
         .filter((s) => s.length > 0);
-      const fallback =
-        fallbackRaw === undefined || fallbackRaw === "none" ? null : fallbackRaw;
+      const fallback = fallbackRaw === undefined || fallbackRaw === "none" ? null : fallbackRaw;
       const parsed: ParsedTag = {
         kind: "credential_required",
         provider: provider as ProviderId,

package/src/onboarding/validation.ts

@@ -89,7 +89,7 @@ function classifyAlphaVantageBody(body: string): ValidationResult | undefined {
     if (typeof errorMessage === "string" && errorMessage.length > 0) {
       return { status: "invalid", message: errorMessage };
     }
-    const information = parsed["Information"];
+    const information = parsed.Information;
     if (typeof information === "string" && /invalid api/i.test(information)) {
       return { status: "invalid", message: information };
     }
@@ -131,28 +131,22 @@ export async function validateCredential(
       );
 
     case "brave":
-      return validateWithFetch(
-        "https://api.search.brave.com/res/v1/web/search?q=test&count=1",
-        {
-          method: "GET",
-          headers: {
-            "X-Subscription-Token": key,
-            Accept: "application/json",
-          },
+      return validateWithFetch("https://api.search.brave.com/res/v1/web/search?q=test&count=1", {
+        method: "GET",
+        headers: {
+          "X-Subscription-Token": key,
+          Accept: "application/json",
         },
-      );
+      });
 
     case "exa":
-      return validateWithFetch(
-        "https://api.exa.ai/search",
-        {
-          method: "POST",
-          headers: {
-            "Content-Type": "application/json",
-            "x-api-key": key,
-          },
-          body: JSON.stringify({ query: "test", numResults: 1 }),
+      return validateWithFetch("https://api.exa.ai/search", {
+        method: "POST",
+        headers: {
+          "Content-Type": "application/json",
+          "x-api-key": key,
         },
-      );
+        body: JSON.stringify({ query: "test", numResults: 1 }),
+      });
   }
 }