opencandle 0.5.0 → 0.6.0

package/src/routing/turn-context.ts

@@ -1,22 +1,19 @@
 import type { MemoryCategory, MemoryEntry } from "../memory/types.js";
 import {
-  activeToolsForBundles,
-  memoryScopesForRoute,
-} from "./route-manifest.js";
+  buildPlanningEnvelope,
+  type PlanningBuildOptions,
+  type PlanningEnvelope,
+} from "./planning.js";
+import { activeToolsForBundles, memoryScopesForRoute } from "./route-manifest.js";
 import type {
+  RouterDiagnostic,
   RouterInputContext,
   RouterOutput,
   RouterRoute,
   RouterRouteKind,
   RouterSlot,
   ToolBundleName,
-  RouterDiagnostic,
 } from "./router-types.js";
-import {
-  buildPlanningEnvelope,
-  type PlanningBuildOptions,
-  type PlanningEnvelope,
-} from "./planning.js";
 import type { ExtractedEntities, WorkflowType } from "./types.js";
 
 export interface MemoryQueryPlan {

package/src/routing/types.ts

@@ -63,6 +63,8 @@ export interface CompareAssetsSlots {
   symbols: string[];
   timeHorizon?: string;
   metrics?: string[];
+  budget?: number;
+  assetScope?: string;
 }
 
 export type SlotSource = "user" | "preference" | "default" | "prior_context" | "memory";

package/src/runtime/answer-contracts.ts

@@ -160,7 +160,12 @@ export const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDe
     commitmentMode: "decision",
     implemented: true,
     requiredEvidenceTypes: [],
-    requiredFinalFields: ["clear_commitment", "risk_downside", "freshness_disclosure", "data_gap_disclosure"],
+    requiredFinalFields: [
+      "clear_commitment",
+      "risk_downside",
+      "freshness_disclosure",
+      "data_gap_disclosure",
+    ],
     requiresFreshness: true,
     requiresDataGapDisclosure: true,
     requiresRiskDownside: true,
@@ -175,7 +180,12 @@ export const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDe
     commitmentMode: "compare_tradeoffs",
     implemented: true,
     requiredEvidenceTypes: [],
-    requiredFinalFields: ["comparison_tradeoffs", "risk_downside", "data_gap_disclosure", "source_coverage"],
+    requiredFinalFields: [
+      "comparison_tradeoffs",
+      "risk_downside",
+      "data_gap_disclosure",
+      "source_coverage",
+    ],
     requiresFreshness: false,
     requiresDataGapDisclosure: true,
     requiresRiskDownside: true,
@@ -184,7 +194,9 @@ export const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDe
     capabilityGapIds: ["etf_holdings_overlap"],
     frameworkFallback: "not_allowed",
   },
-  portfolio_build: placeholderContract("portfolio_build", "portfolio_build", "construct", ["constructed_output"]),
+  portfolio_build: placeholderContract("portfolio_build", "portfolio_build", "construct", [
+    "constructed_output",
+  ]),
   portfolio_review: {
     id: "portfolio_review",
     taskFamily: "portfolio_review",
@@ -255,7 +267,12 @@ export const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDe
     commitmentMode: "framework",
     implemented: true,
     requiredEvidenceTypes: [],
-    requiredFinalFields: ["framework_or_checklist", "risk_downside", "data_gap_disclosure", "source_coverage"],
+    requiredFinalFields: [
+      "framework_or_checklist",
+      "risk_downside",
+      "data_gap_disclosure",
+      "source_coverage",
+    ],
     requiresFreshness: false,
     requiresDataGapDisclosure: true,
     requiresRiskDownside: true,
@@ -285,7 +302,12 @@ export const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDe
     commitmentMode: "framework",
     implemented: true,
     requiredEvidenceTypes: ["market_status"],
-    requiredFinalFields: ["framework_or_checklist", "freshness_disclosure", "source_coverage", "data_gap_disclosure"],
+    requiredFinalFields: [
+      "framework_or_checklist",
+      "freshness_disclosure",
+      "source_coverage",
+      "data_gap_disclosure",
+    ],
     requiresFreshness: true,
     requiresDataGapDisclosure: true,
     requiresRiskDownside: false,
@@ -374,7 +396,9 @@ export const ANSWER_CONTRACT_REGISTRY: Record<AnswerContractId, AnswerContractDe
     capabilityGapIds: [],
     frameworkFallback: "not_allowed",
   },
-  general_fallback: placeholderContract("general_fallback", "general_fallback", "framework", ["data_gap_disclosure"]),
+  general_fallback: placeholderContract("general_fallback", "general_fallback", "framework", [
+    "data_gap_disclosure",
+  ]),
 };
 
 export function runStructuredChecks(input: StructuredCheckInput): StructuredCheckTrace {
@@ -389,7 +413,9 @@ export function runStructuredChecks(input: StructuredCheckInput): StructuredChec
     ...semanticChecks(requestedChecks, input.answerText),
   ];
   const failures = results.filter((result) => !result.passed);
-  const retryReasons = failures.map((failure) => `${failure.checkId}: ${failure.failureReason ?? "failed"}`);
+  const retryReasons = failures.map(
+    (failure) => `${failure.checkId}: ${failure.failureReason ?? "failed"}`,
+  );
 
   return {
     mode: "observe_only",
@@ -411,36 +437,44 @@ function semanticChecks(
 ): StructuredCheckResult[] {
   const checks: StructuredCheckResult[] = [];
   if (requestedChecks.has("assumption_disclosed")) {
-    checks.push(checkAnswerText(
-      "assumption_disclosed",
-      answerText,
-      /\b(?:assuming|assumption|assuming that|if your|based on your stated|given your stated)\b/i,
-      "Explicit assumption disclosure is missing.",
-    ));
+    checks.push(
+      checkAnswerText(
+        "assumption_disclosed",
+        answerText,
+        /\b(?:assuming|assumption|assuming that|if your|based on your stated|given your stated)\b/i,
+        "Explicit assumption disclosure is missing.",
+      ),
+    );
   }
   if (requestedChecks.has("tax_caveat_present")) {
-    checks.push(checkAnswerText(
-      "tax_caveat_present",
-      answerText,
-      /\b(?:tax|taxable|after[-\s]?tax|capital gains?|ordinary income|qualified dividend|tax advisor|jurisdiction|account type)\b/i,
-      "Tax/account caveat is missing.",
-    ));
+    checks.push(
+      checkAnswerText(
+        "tax_caveat_present",
+        answerText,
+        /\b(?:tax|taxable|after[-\s]?tax|capital gains?|ordinary income|qualified dividend|tax advisor|jurisdiction|account type)\b/i,
+        "Tax/account caveat is missing.",
+      ),
+    );
   }
   if (requestedChecks.has("target_bands_present")) {
-    checks.push(checkAnswerText(
-      "target_bands_present",
-      answerText,
-      /\b(?:target bands?|bands?|range|threshold|drift|5\s*%|percentage points?)\b/i,
-      "Target band, range, or rebalance threshold guidance is missing.",
-    ));
+    checks.push(
+      checkAnswerText(
+        "target_bands_present",
+        answerText,
+        /\b(?:target bands?|bands?|range|threshold|drift|5\s*%|percentage points?)\b/i,
+        "Target band, range, or rebalance threshold guidance is missing.",
+      ),
+    );
   }
   if (requestedChecks.has("when_not_ideal_present")) {
-    checks.push(checkAnswerText(
-      "when_not_ideal_present",
-      answerText,
-      /\b(?:not ideal|avoid|bad fit|poor fit|when this fails|where it fails|doesn'?t work|not suitable|watch out)\b/i,
-      "When-not-ideal or unsuitability guidance is missing.",
-    ));
+    checks.push(
+      checkAnswerText(
+        "when_not_ideal_present",
+        answerText,
+        /\b(?:not ideal|avoid|bad fit|poor fit|when this fails|where it fails|doesn'?t work|not suitable|watch out)\b/i,
+        "When-not-ideal or unsuitability guidance is missing.",
+      ),
+    );
   }
   return checks;
 }
@@ -452,11 +486,7 @@ function checkAnswerText(
   failureReason: string,
 ): StructuredCheckResult {
   const passed = typeof answerText === "string" && pattern.test(answerText);
-  return structuredResult(
-    checkId,
-    passed,
-    passed ? undefined : failureReason,
-  );
+  return structuredResult(checkId, passed, passed ? undefined : failureReason);
 }
 
 export function evaluateFrameworkFallbackEligibility(
@@ -471,9 +501,12 @@ export function evaluateFrameworkFallbackEligibility(
     };
   }
 
-  const hasUnresolvedSymbol = input.evidenceRecords.some((record) =>
-    record.evidenceType === "ticker_disambiguation" &&
-    (record.caveats.length > 0 || record.entityScope.symbols === undefined || record.entityScope.symbols.length === 0),
+  const hasUnresolvedSymbol = input.evidenceRecords.some(
+    (record) =>
+      record.evidenceType === "ticker_disambiguation" &&
+      (record.caveats.length > 0 ||
+        record.entityScope.symbols === undefined ||
+        record.entityScope.symbols.length === 0),
   );
   if (!hasUnresolvedSymbol) {
     return {
@@ -513,7 +546,8 @@ function placeholderContract(
     requiresDataGapDisclosure: requiredFinalFields.includes("data_gap_disclosure"),
     requiresRiskDownside: requiredFinalFields.includes("risk_downside"),
     requiresSourceCoverage: requiredFinalFields.includes("source_coverage"),
-    requiresConcreteCommitment: COMMITMENT_MODE_CONTRACTS[commitmentMode].requiresConcreteCommitment,
+    requiresConcreteCommitment:
+      COMMITMENT_MODE_CONTRACTS[commitmentMode].requiresConcreteCommitment,
     capabilityGapIds: [],
     frameworkFallback: "not_allowed",
   };
@@ -537,7 +571,8 @@ function checkFreshness(
   metadata: FinalAnswerMetadata,
 ): StructuredCheckResult {
   if (!contract.requiresFreshness) return structuredResult("freshness_disclosed", true);
-  const present = metadata.finalFields.includes("freshness_disclosure") && metadata.freshness !== undefined;
+  const present =
+    metadata.finalFields.includes("freshness_disclosure") && metadata.freshness !== undefined;
   return structuredResult(
     "freshness_disclosed",
     present,
@@ -569,7 +604,9 @@ function checkCommitmentMode(
 ): StructuredCheckResult {
   const modeContract = COMMITMENT_MODE_CONTRACTS[contract.commitmentMode];
   const fields = new Set(metadata.finalFields);
-  const requiredFieldsPresent = modeContract.requiredFinalFields.every((field) => fields.has(field));
+  const requiredFieldsPresent = modeContract.requiredFinalFields.every((field) =>
+    fields.has(field),
+  );
   const passed =
     metadata.commitmentMode === contract.commitmentMode &&
     requiredFieldsPresent &&
@@ -577,7 +614,9 @@ function checkCommitmentMode(
   return structuredResult(
     "commitment_mode_respected",
     passed,
-    passed ? undefined : `Expected ${contract.commitmentMode} metadata and fields: ${modeContract.requiredFinalFields.join(", ")}`,
+    passed
+      ? undefined
+      : `Expected ${contract.commitmentMode} metadata and fields: ${modeContract.requiredFinalFields.join(", ")}`,
   );
 }
 

package/src/runtime/artifact-contracts.ts

@@ -69,7 +69,8 @@ export function validateArtifactContractRegistry(): string[] {
   for (const [id, contract] of Object.entries(ARTIFACT_CONTRACT_REGISTRY)) {
     if (contract.id !== id) errors.push(`${id} key must match contract id`);
     if (contract.status !== "trace_only") errors.push(`${id} must remain trace-only in V1`);
-    if (contract.taskFamilies.length === 0) errors.push(`${id} must declare at least one task family`);
+    if (contract.taskFamilies.length === 0)
+      errors.push(`${id} must declare at least one task family`);
     if (!contract.description.trim()) errors.push(`${id} must include a description`);
   }
   return errors;

package/src/runtime/planning-evidence.ts

@@ -1,5 +1,5 @@
-import { parseToolTag } from "../onboarding/tool-tags.js";
 import type { ParsedTag } from "../onboarding/tool-tags.js";
+import { parseToolTag } from "../onboarding/tool-tags.js";
 import type { CapabilityGapId, EvidencePlanId, TaskFamily } from "../routing/planning.js";
 import type { ProviderResult } from "./evidence.js";
 
@@ -135,23 +135,71 @@ export const EVIDENCE_PLAN_REGISTRY: Record<EvidencePlanId, EvidencePlanDefiniti
     optionalEvidence: ["tool_result"],
     capabilityGapIds: ["earnings_event_risk"],
   },
-  placeholder_single_asset_decision: placeholderPlan("placeholder_single_asset_decision", ["single_asset_decision"], []),
-  placeholder_asset_compare: placeholderPlan("placeholder_asset_compare", ["asset_compare"], ["etf_holdings_overlap"]),
-  placeholder_portfolio_build: placeholderPlan("placeholder_portfolio_build", ["portfolio_build"], []),
-  placeholder_portfolio_review: placeholderPlan("placeholder_portfolio_review", ["portfolio_review"], []),
-  placeholder_options_strategy: placeholderPlan("placeholder_options_strategy", ["options_strategy"], []),
-  placeholder_current_event_explanation: placeholderPlan("placeholder_current_event_explanation", ["current_event_explanation"], ["market_calendar"]),
-  placeholder_sentiment_snapshot: placeholderPlan("placeholder_sentiment_snapshot", ["sentiment_snapshot"], ["sentiment_sample_depth"]),
-  placeholder_filing_thesis_review: placeholderPlan("placeholder_filing_thesis_review", ["filing_thesis_review"], []),
-  placeholder_retail_finance_tradeoff: placeholderPlan("placeholder_retail_finance_tradeoff", ["retail_finance_tradeoff"], [
-    "brokerage_comparison",
-    "cash_yield_products",
-    "fund_tax_efficiency",
-  ]),
-  placeholder_concept_explainer: placeholderPlan("placeholder_concept_explainer", ["concept_explainer"], []),
-  placeholder_backtest_review: placeholderPlan("placeholder_backtest_review", ["backtest_review"], []),
-  placeholder_stateful_tracking_update: placeholderPlan("placeholder_stateful_tracking_update", ["stateful_tracking_update"], []),
-  placeholder_general_fallback: placeholderPlan("placeholder_general_fallback", ["general_fallback"], []),
+  placeholder_single_asset_decision: placeholderPlan(
+    "placeholder_single_asset_decision",
+    ["single_asset_decision"],
+    [],
+  ),
+  placeholder_asset_compare: placeholderPlan(
+    "placeholder_asset_compare",
+    ["asset_compare"],
+    ["etf_holdings_overlap"],
+  ),
+  placeholder_portfolio_build: placeholderPlan(
+    "placeholder_portfolio_build",
+    ["portfolio_build"],
+    [],
+  ),
+  placeholder_portfolio_review: placeholderPlan(
+    "placeholder_portfolio_review",
+    ["portfolio_review"],
+    [],
+  ),
+  placeholder_options_strategy: placeholderPlan(
+    "placeholder_options_strategy",
+    ["options_strategy"],
+    [],
+  ),
+  placeholder_current_event_explanation: placeholderPlan(
+    "placeholder_current_event_explanation",
+    ["current_event_explanation"],
+    ["market_calendar"],
+  ),
+  placeholder_sentiment_snapshot: placeholderPlan(
+    "placeholder_sentiment_snapshot",
+    ["sentiment_snapshot"],
+    ["sentiment_sample_depth"],
+  ),
+  placeholder_filing_thesis_review: placeholderPlan(
+    "placeholder_filing_thesis_review",
+    ["filing_thesis_review"],
+    [],
+  ),
+  placeholder_retail_finance_tradeoff: placeholderPlan(
+    "placeholder_retail_finance_tradeoff",
+    ["retail_finance_tradeoff"],
+    ["brokerage_comparison", "cash_yield_products", "fund_tax_efficiency"],
+  ),
+  placeholder_concept_explainer: placeholderPlan(
+    "placeholder_concept_explainer",
+    ["concept_explainer"],
+    [],
+  ),
+  placeholder_backtest_review: placeholderPlan(
+    "placeholder_backtest_review",
+    ["backtest_review"],
+    [],
+  ),
+  placeholder_stateful_tracking_update: placeholderPlan(
+    "placeholder_stateful_tracking_update",
+    ["stateful_tracking_update"],
+    [],
+  ),
+  placeholder_general_fallback: placeholderPlan(
+    "placeholder_general_fallback",
+    ["general_fallback"],
+    [],
+  ),
 };
 
 const KNOWN_US_MARKET_HOLIDAYS: Record<string, string> = {
@@ -193,11 +241,14 @@ export function buildMarketStatusEvidence(input: MarketStatusInput): PlanningEvi
   const isMarketHoliday = holidayName !== undefined;
   const marketStatus = classifyMarketStatus(local, isWeekend, isMarketHoliday, temporalReferences);
   const lastTradingDate = marketStatus === "open" ? local.date : lastTradingDay(local.date);
-  const gaps: EvidenceGap[] = [{
-    kind: "capability_gap",
-    capabilityGapId: "market_calendar",
-    reason: "V1 uses deterministic weekday and known-holiday grounding, not a live exchange-calendar provider.",
-  }];
+  const gaps: EvidenceGap[] = [
+    {
+      kind: "capability_gap",
+      capabilityGapId: "market_calendar",
+      reason:
+        "V1 uses deterministic weekday and known-holiday grounding, not a live exchange-calendar provider.",
+    },
+  ];
 
   return {
     id: "market_status:deterministic",
@@ -219,20 +270,27 @@ export function buildMarketStatusEvidence(input: MarketStatusInput): PlanningEvi
       lastTradingDay: lastTradingDate,
       quoteAsOfCaveat: quoteAsOfCaveat(marketStatus),
     },
-    rawTracePointer: input.traceId ? { traceId: input.traceId, toolName: "deterministic_market_status" } : undefined,
+    rawTracePointer: input.traceId
+      ? { traceId: input.traceId, toolName: "deterministic_market_status" }
+      : undefined,
     gaps,
-    caveats: ["Market status is deterministic V1 grounding and should be verified against an exchange calendar for edge cases."],
+    caveats: [
+      "Market status is deterministic V1 grounding and should be verified against an exchange calendar for edge cases.",
+    ],
   };
 }
 
 export function buildTickerDisambiguationEvidence(
   input: TickerDisambiguationInput,
 ): PlanningEvidenceRecord {
-  const gaps: EvidenceGap[] = [{
-    kind: "capability_gap",
-    capabilityGapId: "earnings_event_risk",
-    reason: "Ticker disambiguation can preserve symbol-verification gaps, but V1 does not add richer earnings-event data.",
-  }];
+  const gaps: EvidenceGap[] = [
+    {
+      kind: "capability_gap",
+      capabilityGapId: "earnings_event_risk",
+      reason:
+        "Ticker disambiguation can preserve symbol-verification gaps, but V1 does not add richer earnings-event data.",
+    },
+  ];
 
   return {
     id: "ticker_disambiguation:selected_slice",
@@ -247,9 +305,15 @@ export function buildTickerDisambiguationEvidence(
       requiresSymbolVerification: true,
       legacyBehaviorRemainsActive: true,
     },
-    rawTracePointer: input.traceId ? { traceId: input.traceId, toolName: "planning_ticker_disambiguation" } : undefined,
+    rawTracePointer: input.traceId
+      ? { traceId: input.traceId, toolName: "planning_ticker_disambiguation" }
+      : undefined,
     gaps,
-    caveats: input.symbols?.length ? [] : ["No symbol was verified by this evidence plan; active tools remain responsible for lookup."],
+    caveats: input.symbols?.length
+      ? []
+      : [
+          "No symbol was verified by this evidence plan; active tools remain responsible for lookup.",
+        ],
   };
 }
 
@@ -258,7 +322,8 @@ export function buildPortfolioExposureMapEvidence(
 ): PlanningEvidenceRecord {
   const sleeves = extractPortfolioSleeves(input.text);
   const normalizedSleeves = new Set(sleeves.map((sleeve) => sleeve.normalizedSleeve));
-  const hasBroadIndex = normalizedSleeves.has("broad_us_index") || normalizedSleeves.has("broad_equity");
+  const hasBroadIndex =
+    normalizedSleeves.has("broad_us_index") || normalizedSleeves.has("broad_equity");
   const hasSectorSleeve = sleeves.some((sleeve) => sleeve.normalizedSleeve.endsWith("_sector"));
   const broadIndexOverlapCaveat = hasBroadIndex && hasSectorSleeve;
 
@@ -271,24 +336,36 @@ export function buildPortfolioExposureMapEvidence(
     providerStatus: "available",
     normalizedFacts: {
       directSleeves: sleeves,
-      directExposureTotalPercent: roundPercent(sleeves.reduce((sum, sleeve) => sum + sleeve.percent, 0)),
+      directExposureTotalPercent: roundPercent(
+        sleeves.reduce((sum, sleeve) => sum + sleeve.percent, 0),
+      ),
       broadIndexOverlapCaveat,
       exactHoldingsOverlapAvailable: false,
-      targetBandGuidanceNeeded: /\b(?:rebalance|target\s+bands?|drift|overweight|underweight|concentration|diversif)/i.test(input.text),
+      targetBandGuidanceNeeded:
+        /\b(?:rebalance|target\s+bands?|drift|overweight|underweight|concentration|diversif)/i.test(
+          input.text,
+        ),
     },
-    rawTracePointer: input.traceId ? {
-      traceId: input.traceId,
-      toolName: "deterministic_portfolio_exposure_map",
-    } : undefined,
-    gaps: [{
-      kind: "capability_gap",
-      capabilityGapId: "etf_holdings_overlap",
-      reason: "V1 records user-stated sleeves and overlap caveats but does not fetch exact ETF/index holdings or issuer weights.",
-    }],
+    rawTracePointer: input.traceId
+      ? {
+          traceId: input.traceId,
+          toolName: "deterministic_portfolio_exposure_map",
+        }
+      : undefined,
+    gaps: [
+      {
+        kind: "capability_gap",
+        capabilityGapId: "etf_holdings_overlap",
+        reason:
+          "V1 records user-stated sleeves and overlap caveats but does not fetch exact ETF/index holdings or issuer weights.",
+      },
+    ],
     caveats: [
       "Exact ETF/index holdings overlap requires a provider-backed holdings source.",
       ...(broadIndexOverlapCaveat
-        ? ["Broad index exposure may already include sector exposure; V1 does not estimate exact constituent weights."]
+        ? [
+            "Broad index exposure may already include sector exposure; V1 does not estimate exact constituent weights.",
+          ]
         : []),
     ],
   };
@@ -300,7 +377,8 @@ export function captureEvidenceFromToolCall(
 ): PlanningEvidenceRecord {
   const text = toolResultText(toolCall.result);
   const providerGap = text ? normalizeProviderGapFromToolText(text) : undefined;
-  const providerStatus = providerGap?.providerStatus ?? (toolCall.isError ? "unavailable" : "available");
+  const providerStatus =
+    providerGap?.providerStatus ?? (toolCall.isError ? "unavailable" : "available");
   const gaps = providerGap ? [providerGapToEvidenceGap(providerGap)] : [];
   if (toolCall.isError && !providerGap) {
     gaps.push({
@@ -378,12 +456,14 @@ export function providerResultToPlanningEvidence<T>(
     providerStatus: "unavailable",
     normalizedFacts: { label },
     rawTracePointer,
-    gaps: [{
-      kind: "provider_status",
-      providerStatus: "unavailable",
-      provider: result.provider,
-      reason: result.reason,
-    }],
+    gaps: [
+      {
+        kind: "provider_status",
+        providerStatus: "unavailable",
+        provider: result.provider,
+        reason: result.reason,
+      },
+    ],
     caveats: [],
   };
 }
@@ -400,7 +480,9 @@ function providerGapToEvidenceGap(gap: NormalizedProviderGap): EvidenceGap {
   };
 }
 
-function providerStatusFromTag(tag: Exclude<ParsedTag, { kind: "connected" }>): Exclude<PlanningProviderStatus, "available"> {
+function providerStatusFromTag(
+  tag: Exclude<ParsedTag, { kind: "connected" }>,
+): Exclude<PlanningProviderStatus, "available"> {
   if (tag.kind === "credential_required") return "credential_required";
   if (tag.kind === "soft_degraded") return "soft_degraded";
   return "skipped";
@@ -428,11 +510,14 @@ function toolResultText(result: unknown): string | undefined {
   const content = result.content;
   if (typeof content === "string") return content;
   if (Array.isArray(content)) {
-    return content.map((item) => {
-      if (typeof item === "string") return item;
-      if (isRecord(item) && typeof item.text === "string") return item.text;
-      return "";
-    }).filter(Boolean).join("\n");
+    return content
+      .map((item) => {
+        if (typeof item === "string") return item;
+        if (isRecord(item) && typeof item.text === "string") return item.text;
+        return "";
+      })
+      .filter(Boolean)
+      .join("\n");
   }
   return undefined;
 }
@@ -449,7 +534,8 @@ function symbolsFromArgs(args: Record<string, unknown>): EntityScope {
 
 function extractPortfolioSleeves(text: string): PortfolioExposureSleeve[] {
   const matches: PortfolioExposureSleeve[] = [];
-  const pattern = /(\d+(?:\.\d+)?)\s*%\s*(?:in|to|of|toward|towards|allocated\s+to)?\s*([^,;.\n?]+)/gi;
+  const pattern =
+    /(\d+(?:\.\d+)?)\s*%\s*(?:in|to|of|toward|towards|allocated\s+to)?\s*([^,;.\n?]+)/gi;
   for (const match of text.matchAll(pattern)) {
     const percent = Number(match[1]);
     if (!Number.isFinite(percent)) continue;
@@ -474,15 +560,18 @@ function cleanSleeveLabel(label: string): string {
 function normalizePortfolioSleeve(label: string): string {
   const lower = label.toLowerCase();
   if (/\b(?:s&p\s*500|sp\s*500|index|voo|spy|ivv)\b/.test(lower)) return "broad_us_index";
-  if (/\b(?:tech|technology|software|semis?|semiconductors?)\b/.test(lower)) return "technology_sector";
+  if (/\b(?:tech|technology|software|semis?|semiconductors?)\b/.test(lower))
+    return "technology_sector";
   if (/\b(?:bond|bonds|fixed\s+income|treasur(?:y|ies))\b/.test(lower)) return "bonds";
   if (/\b(?:cash|savings?|money\s*market|t[-\s]?bills?)\b/.test(lower)) return "cash";
   if (/\b(?:international|ex[-\s]?us|foreign|global)\b/.test(lower)) return "international_equity";
   if (/\b(?:stock|stocks|equity|equities)\b/.test(lower)) return "broad_equity";
-  return lower
-    .replace(/[^a-z0-9]+/g, "_")
-    .replace(/^_+|_+$/g, "")
-    .slice(0, 48) || "unknown_sleeve";
+  return (
+    lower
+      .replace(/[^a-z0-9]+/g, "_")
+      .replace(/^_+|_+$/g, "")
+      .slice(0, 48) || "unknown_sleeve"
+  );
 }
 
 function roundPercent(value: number): number {
@@ -517,8 +606,10 @@ function classifyMarketStatus(
 }
 
 function quoteAsOfCaveat(marketStatus: string): string {
-  if (marketStatus === "open") return "Quote evidence may be intraday or delayed depending on provider.";
-  if (marketStatus === "pre_market") return "Quote evidence may reflect the previous regular session until premarket data is fetched.";
+  if (marketStatus === "open")
+    return "Quote evidence may be intraday or delayed depending on provider.";
+  if (marketStatus === "pre_market")
+    return "Quote evidence may reflect the previous regular session until premarket data is fetched.";
   return "Quote evidence should distinguish the current calendar date from the most recent trading session.";
 }
 

package/src/runtime/prompt-step.ts

@@ -1,4 +1,4 @@
-import type { WorkflowStep, StepOutput } from "./workflow-types.js";
+import type { StepOutput, WorkflowStep } from "./workflow-types.js";
 
 /**
  * A workflow step definition that carries its prompt text.
@@ -10,7 +10,6 @@ export interface PromptStep extends Omit<WorkflowStep, "status"> {
 
 /**
  * A complete workflow definition: typed step metadata + prompt text for each step.
- * Replaces the old WorkflowPlan { initialPrompt, followUps }.
  */
 export interface WorkflowDefinition {
   workflowType: string;
@@ -59,17 +58,3 @@ export function promptStepOutput(stepIndex: number, stepType: string): StepOutpu
 export function toStepDefinitions(steps: PromptStep[]): Omit<WorkflowStep, "status">[] {
   return steps.map(({ prompt: _prompt, ...step }) => step);
 }
-
-/**
- * Convert a WorkflowDefinition to the old WorkflowPlan format for backward compatibility.
- */
-export function toWorkflowPlan(definition: WorkflowDefinition): {
-  initialPrompt: string;
-  followUps: string[];
-} {
-  const [first, ...rest] = definition.steps;
-  return {
-    initialPrompt: first?.prompt ?? "",
-    followUps: rest.map((s) => s.prompt),
-  };
-}