opencandle 0.5.0 → 0.7.0

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 (574) hide show
  1. package/README.md +170 -186
  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 +66 -7
  9. package/dist/cli.js.map +1 -1
  10. package/dist/config.d.ts +13 -3
  11. package/dist/config.js +25 -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/cache.d.ts +8 -11
  17. package/dist/infra/cache.js +17 -15
  18. package/dist/infra/cache.js.map +1 -1
  19. package/dist/infra/http-client.d.ts +4 -1
  20. package/dist/infra/http-client.js +59 -6
  21. package/dist/infra/http-client.js.map +1 -1
  22. package/dist/infra/index.d.ts +2 -3
  23. package/dist/infra/index.js +2 -3
  24. package/dist/infra/index.js.map +1 -1
  25. package/dist/infra/native-dependencies.js +2 -2
  26. package/dist/infra/native-dependencies.js.map +1 -1
  27. package/dist/infra/node-version.js.map +1 -1
  28. package/dist/infra/opencandle-paths.d.ts +0 -3
  29. package/dist/infra/opencandle-paths.js +4 -11
  30. package/dist/infra/opencandle-paths.js.map +1 -1
  31. package/dist/infra/rate-limiter.js +12 -9
  32. package/dist/infra/rate-limiter.js.map +1 -1
  33. package/dist/market-state/alert-conditions.d.ts +34 -0
  34. package/dist/market-state/alert-conditions.js +23 -0
  35. package/dist/market-state/alert-conditions.js.map +1 -0
  36. package/dist/market-state/alert-runner.d.ts +55 -0
  37. package/dist/market-state/alert-runner.js +634 -0
  38. package/dist/market-state/alert-runner.js.map +1 -0
  39. package/dist/market-state/daily-report.d.ts +26 -0
  40. package/dist/market-state/daily-report.js +179 -0
  41. package/dist/market-state/daily-report.js.map +1 -0
  42. package/dist/market-state/local-automation-service.d.ts +25 -0
  43. package/dist/market-state/local-automation-service.js +119 -0
  44. package/dist/market-state/local-automation-service.js.map +1 -0
  45. package/dist/market-state/notification-delivery.d.ts +14 -0
  46. package/dist/market-state/notification-delivery.js +139 -0
  47. package/dist/market-state/notification-delivery.js.map +1 -0
  48. package/dist/market-state/resolve-for-mutation.d.ts +10 -0
  49. package/dist/market-state/resolve-for-mutation.js +15 -0
  50. package/dist/market-state/resolve-for-mutation.js.map +1 -0
  51. package/dist/market-state/resolve.d.ts +14 -0
  52. package/dist/market-state/resolve.js +89 -0
  53. package/dist/market-state/resolve.js.map +1 -0
  54. package/dist/market-state/service.d.ts +527 -0
  55. package/dist/market-state/service.js +1099 -0
  56. package/dist/market-state/service.js.map +1 -0
  57. package/dist/memory/index.d.ts +7 -7
  58. package/dist/memory/index.js +6 -6
  59. package/dist/memory/index.js.map +1 -1
  60. package/dist/memory/manager.js +11 -11
  61. package/dist/memory/manager.js.map +1 -1
  62. package/dist/memory/retrieval.js +7 -4
  63. package/dist/memory/retrieval.js.map +1 -1
  64. package/dist/memory/sqlite.js +385 -3
  65. package/dist/memory/sqlite.js.map +1 -1
  66. package/dist/memory/storage.js +1 -2
  67. package/dist/memory/storage.js.map +1 -1
  68. package/dist/memory/tool-defaults.js +64 -28
  69. package/dist/memory/tool-defaults.js.map +1 -1
  70. package/dist/memory/types.js.map +1 -1
  71. package/dist/monitor.d.ts +2 -0
  72. package/dist/monitor.js +104 -0
  73. package/dist/monitor.js.map +1 -0
  74. package/dist/onboarding/connect.d.ts +2 -2
  75. package/dist/onboarding/connect.js +13 -8
  76. package/dist/onboarding/connect.js.map +1 -1
  77. package/dist/onboarding/credential-interceptor.js +1 -1
  78. package/dist/onboarding/credential-interceptor.js.map +1 -1
  79. package/dist/onboarding/degradation-accumulator.js +1 -3
  80. package/dist/onboarding/degradation-accumulator.js.map +1 -1
  81. package/dist/onboarding/provider-status.d.ts +48 -0
  82. package/dist/onboarding/provider-status.js +285 -0
  83. package/dist/onboarding/provider-status.js.map +1 -0
  84. package/dist/onboarding/providers.d.ts +85 -8
  85. package/dist/onboarding/providers.js +83 -18
  86. package/dist/onboarding/providers.js.map +1 -1
  87. package/dist/onboarding/state.d.ts +1 -0
  88. package/dist/onboarding/state.js +5 -0
  89. package/dist/onboarding/state.js.map +1 -1
  90. package/dist/onboarding/tool-helpers.js +1 -1
  91. package/dist/onboarding/tool-helpers.js.map +1 -1
  92. package/dist/onboarding/tool-tags.d.ts +12 -1
  93. package/dist/onboarding/tool-tags.js +37 -5
  94. package/dist/onboarding/tool-tags.js.map +1 -1
  95. package/dist/onboarding/validation.d.ts +2 -2
  96. package/dist/onboarding/validation.js +1 -1
  97. package/dist/onboarding/validation.js.map +1 -1
  98. package/dist/pi/opencandle-extension.d.ts +8 -0
  99. package/dist/pi/opencandle-extension.js +502 -42
  100. package/dist/pi/opencandle-extension.js.map +1 -1
  101. package/dist/pi/session.d.ts +1 -1
  102. package/dist/pi/session.js +3 -1
  103. package/dist/pi/session.js.map +1 -1
  104. package/dist/pi/setup.js +8 -3
  105. package/dist/pi/setup.js.map +1 -1
  106. package/dist/pi/tool-adapter.d.ts +4 -1
  107. package/dist/pi/tool-adapter.js +10 -6
  108. package/dist/pi/tool-adapter.js.map +1 -1
  109. package/dist/prompts/context-builder.d.ts +1 -1
  110. package/dist/prompts/context-builder.js +20 -7
  111. package/dist/prompts/context-builder.js.map +1 -1
  112. package/dist/prompts/policy-cards.d.ts +1 -1
  113. package/dist/prompts/policy-cards.js +2 -2
  114. package/dist/prompts/policy-cards.js.map +1 -1
  115. package/dist/prompts/sections.d.ts +1 -1
  116. package/dist/prompts/symbol-preflight.d.ts +20 -0
  117. package/dist/prompts/symbol-preflight.js +49 -0
  118. package/dist/prompts/symbol-preflight.js.map +1 -0
  119. package/dist/prompts/workflow-prompts.d.ts +1 -1
  120. package/dist/prompts/workflow-prompts.js +54 -16
  121. package/dist/prompts/workflow-prompts.js.map +1 -1
  122. package/dist/providers/alpha-vantage.d.ts +1 -1
  123. package/dist/providers/alpha-vantage.js +26 -7
  124. package/dist/providers/alpha-vantage.js.map +1 -1
  125. package/dist/providers/coingecko.js +1 -1
  126. package/dist/providers/coingecko.js.map +1 -1
  127. package/dist/providers/errors.d.ts +5 -0
  128. package/dist/providers/errors.js +11 -0
  129. package/dist/providers/errors.js.map +1 -0
  130. package/dist/providers/exa-search.d.ts +2 -2
  131. package/dist/providers/exa-search.js +19 -11
  132. package/dist/providers/exa-search.js.map +1 -1
  133. package/dist/providers/external-tool-error.d.ts +10 -0
  134. package/dist/providers/external-tool-error.js +21 -0
  135. package/dist/providers/external-tool-error.js.map +1 -0
  136. package/dist/providers/fear-greed.js +1 -1
  137. package/dist/providers/fear-greed.js.map +1 -1
  138. package/dist/providers/finnhub.js +3 -5
  139. package/dist/providers/finnhub.js.map +1 -1
  140. package/dist/providers/fred.js +2 -2
  141. package/dist/providers/fred.js.map +1 -1
  142. package/dist/providers/index.d.ts +7 -6
  143. package/dist/providers/index.js +6 -5
  144. package/dist/providers/index.js.map +1 -1
  145. package/dist/providers/reddit-cli.d.ts +36 -0
  146. package/dist/providers/reddit-cli.js +201 -0
  147. package/dist/providers/reddit-cli.js.map +1 -0
  148. package/dist/providers/reddit.d.ts +1 -1
  149. package/dist/providers/reddit.js +9 -37
  150. package/dist/providers/reddit.js.map +1 -1
  151. package/dist/providers/sec-edgar.d.ts +1 -0
  152. package/dist/providers/sec-edgar.js +12 -4
  153. package/dist/providers/sec-edgar.js.map +1 -1
  154. package/dist/providers/tradingview.d.ts +47 -0
  155. package/dist/providers/tradingview.js +275 -0
  156. package/dist/providers/tradingview.js.map +1 -0
  157. package/dist/providers/twitter-cli.d.ts +40 -0
  158. package/dist/providers/twitter-cli.js +153 -0
  159. package/dist/providers/twitter-cli.js.map +1 -0
  160. package/dist/providers/twitter.d.ts +0 -8
  161. package/dist/providers/twitter.js +8 -60
  162. package/dist/providers/twitter.js.map +1 -1
  163. package/dist/providers/web-search.js +26 -12
  164. package/dist/providers/web-search.js.map +1 -1
  165. package/dist/providers/with-fallback.js +4 -2
  166. package/dist/providers/with-fallback.js.map +1 -1
  167. package/dist/providers/wrap-provider.d.ts +2 -3
  168. package/dist/providers/wrap-provider.js +44 -8
  169. package/dist/providers/wrap-provider.js.map +1 -1
  170. package/dist/providers/yahoo-finance.d.ts +1 -1
  171. package/dist/providers/yahoo-finance.js +153 -48
  172. package/dist/providers/yahoo-finance.js.map +1 -1
  173. package/dist/routing/classify-intent.d.ts +6 -0
  174. package/dist/routing/classify-intent.js +78 -7
  175. package/dist/routing/classify-intent.js.map +1 -1
  176. package/dist/routing/defaults.d.ts +1 -1
  177. package/dist/routing/entity-extractor.d.ts +1 -0
  178. package/dist/routing/entity-extractor.js +234 -29
  179. package/dist/routing/entity-extractor.js.map +1 -1
  180. package/dist/routing/fund-symbols.d.ts +2 -0
  181. package/dist/routing/fund-symbols.js +55 -0
  182. package/dist/routing/fund-symbols.js.map +1 -0
  183. package/dist/routing/horizon.d.ts +1 -0
  184. package/dist/routing/horizon.js +10 -0
  185. package/dist/routing/horizon.js.map +1 -0
  186. package/dist/routing/index.d.ts +10 -10
  187. package/dist/routing/index.js +6 -6
  188. package/dist/routing/index.js.map +1 -1
  189. package/dist/routing/planning.d.ts +2 -2
  190. package/dist/routing/planning.js +65 -34
  191. package/dist/routing/planning.js.map +1 -1
  192. package/dist/routing/route-manifest.d.ts +2 -2
  193. package/dist/routing/route-manifest.js +25 -4
  194. package/dist/routing/route-manifest.js.map +1 -1
  195. package/dist/routing/router-llm-client.js.map +1 -1
  196. package/dist/routing/router-prompt.js +7 -9
  197. package/dist/routing/router-prompt.js.map +1 -1
  198. package/dist/routing/router-types.d.ts +1 -0
  199. package/dist/routing/router.js +137 -22
  200. package/dist/routing/router.js.map +1 -1
  201. package/dist/routing/slot-resolver.d.ts +1 -1
  202. package/dist/routing/slot-resolver.js +2 -4
  203. package/dist/routing/slot-resolver.js.map +1 -1
  204. package/dist/routing/symbol-disambiguator.d.ts +11 -0
  205. package/dist/routing/symbol-disambiguator.js +52 -0
  206. package/dist/routing/symbol-disambiguator.js.map +1 -0
  207. package/dist/routing/turn-context.d.ts +1 -1
  208. package/dist/routing/turn-context.js +1 -1
  209. package/dist/routing/turn-context.js.map +1 -1
  210. package/dist/routing/types.d.ts +2 -0
  211. package/dist/runtime/answer-contracts.d.ts +1 -1
  212. package/dist/runtime/answer-contracts.js +48 -9
  213. package/dist/runtime/answer-contracts.js.map +1 -1
  214. package/dist/runtime/artifact-contracts.js.map +1 -1
  215. package/dist/runtime/planning-evidence.js +47 -26
  216. package/dist/runtime/planning-evidence.js.map +1 -1
  217. package/dist/runtime/prompt-step.d.ts +1 -9
  218. package/dist/runtime/prompt-step.js +0 -10
  219. package/dist/runtime/prompt-step.js.map +1 -1
  220. package/dist/runtime/run-context.d.ts +5 -2
  221. package/dist/runtime/run-context.js +8 -1
  222. package/dist/runtime/run-context.js.map +1 -1
  223. package/dist/runtime/session-coordinator.d.ts +13 -5
  224. package/dist/runtime/session-coordinator.js +160 -20
  225. package/dist/runtime/session-coordinator.js.map +1 -1
  226. package/dist/runtime/session-title.d.ts +14 -0
  227. package/dist/runtime/session-title.js +50 -0
  228. package/dist/runtime/session-title.js.map +1 -0
  229. package/dist/runtime/tool-defaults-wrapper.js +7 -5
  230. package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
  231. package/dist/runtime/validation.js.map +1 -1
  232. package/dist/runtime/workflow-events.js.map +1 -1
  233. package/dist/runtime/workflow-runner.d.ts +3 -3
  234. package/dist/runtime/workflow-runner.js +1 -1
  235. package/dist/runtime/workflow-runner.js.map +1 -1
  236. package/dist/sentiment/adapters/finnhub.d.ts +1 -1
  237. package/dist/sentiment/adapters/finnhub.js +6 -1
  238. package/dist/sentiment/adapters/finnhub.js.map +1 -1
  239. package/dist/sentiment/adapters/reddit.d.ts +2 -2
  240. package/dist/sentiment/adapters/twitter.d.ts +1 -1
  241. package/dist/sentiment/adapters/web.d.ts +1 -1
  242. package/dist/sentiment/index.d.ts +10 -11
  243. package/dist/sentiment/index.js +10 -20
  244. package/dist/sentiment/index.js.map +1 -1
  245. package/dist/sentiment/insights.d.ts +17 -0
  246. package/dist/sentiment/insights.js +206 -0
  247. package/dist/sentiment/insights.js.map +1 -0
  248. package/dist/sentiment/keywords.js +26 -4
  249. package/dist/sentiment/keywords.js.map +1 -1
  250. package/dist/sentiment/pipeline.d.ts +2 -2
  251. package/dist/sentiment/pipeline.js +14 -2
  252. package/dist/sentiment/pipeline.js.map +1 -1
  253. package/dist/sentiment/scorer.d.ts +2 -0
  254. package/dist/sentiment/scorer.js +11 -2
  255. package/dist/sentiment/scorer.js.map +1 -1
  256. package/dist/sentiment/store.d.ts +1 -1
  257. package/dist/sentiment/store.js +1 -1
  258. package/dist/sentiment/store.js.map +1 -1
  259. package/dist/sentiment/trends.d.ts +1 -1
  260. package/dist/sentiment/trends.js.map +1 -1
  261. package/dist/sentiment/types.d.ts +2 -0
  262. package/dist/sentiment/types.js.map +1 -1
  263. package/dist/system-prompt.js +6 -9
  264. package/dist/system-prompt.js.map +1 -1
  265. package/dist/tool-kit.d.ts +7 -7
  266. package/dist/tool-kit.js +4 -4
  267. package/dist/tool-kit.js.map +1 -1
  268. package/dist/tools/fundamentals/company-overview.js +11 -6
  269. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  270. package/dist/tools/fundamentals/comps.js +18 -9
  271. package/dist/tools/fundamentals/comps.js.map +1 -1
  272. package/dist/tools/fundamentals/dcf.js +23 -11
  273. package/dist/tools/fundamentals/dcf.js.map +1 -1
  274. package/dist/tools/fundamentals/earnings.js +8 -3
  275. package/dist/tools/fundamentals/earnings.js.map +1 -1
  276. package/dist/tools/fundamentals/financials.js +8 -3
  277. package/dist/tools/fundamentals/financials.js.map +1 -1
  278. package/dist/tools/fundamentals/sec-filings.js +21 -6
  279. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  280. package/dist/tools/index.d.ts +27 -20
  281. package/dist/tools/index.js +55 -43
  282. package/dist/tools/index.js.map +1 -1
  283. package/dist/tools/interaction/ask-user.js +15 -3
  284. package/dist/tools/interaction/ask-user.js.map +1 -1
  285. package/dist/tools/macro/fear-greed.js.map +1 -1
  286. package/dist/tools/macro/fred-data.d.ts +1 -1
  287. package/dist/tools/macro/fred-data.js +17 -6
  288. package/dist/tools/macro/fred-data.js.map +1 -1
  289. package/dist/tools/market/crypto-history.js +3 -1
  290. package/dist/tools/market/crypto-history.js.map +1 -1
  291. package/dist/tools/market/crypto-price.js +3 -1
  292. package/dist/tools/market/crypto-price.js.map +1 -1
  293. package/dist/tools/market/screen-stocks.d.ts +18 -0
  294. package/dist/tools/market/screen-stocks.js +252 -0
  295. package/dist/tools/market/screen-stocks.js.map +1 -0
  296. package/dist/tools/market/search-ticker.js +160 -8
  297. package/dist/tools/market/search-ticker.js.map +1 -1
  298. package/dist/tools/market/stock-history.d.ts +2 -2
  299. package/dist/tools/market/stock-history.js +26 -7
  300. package/dist/tools/market/stock-history.js.map +1 -1
  301. package/dist/tools/market/stock-quote.js +5 -3
  302. package/dist/tools/market/stock-quote.js.map +1 -1
  303. package/dist/tools/options/greeks.js +1 -1
  304. package/dist/tools/options/greeks.js.map +1 -1
  305. package/dist/tools/options/option-chain.js +19 -6
  306. package/dist/tools/options/option-chain.js.map +1 -1
  307. package/dist/tools/portfolio/alerts.d.ts +15 -0
  308. package/dist/tools/portfolio/alerts.js +357 -0
  309. package/dist/tools/portfolio/alerts.js.map +1 -0
  310. package/dist/tools/portfolio/correlation.d.ts +1 -1
  311. package/dist/tools/portfolio/correlation.js +33 -13
  312. package/dist/tools/portfolio/correlation.js.map +1 -1
  313. package/dist/tools/portfolio/daily-report.d.ts +8 -0
  314. package/dist/tools/portfolio/daily-report.js +83 -0
  315. package/dist/tools/portfolio/daily-report.js.map +1 -0
  316. package/dist/tools/portfolio/holdings-overlap.js +10 -3
  317. package/dist/tools/portfolio/holdings-overlap.js.map +1 -1
  318. package/dist/tools/portfolio/notifications.d.ts +7 -0
  319. package/dist/tools/portfolio/notifications.js +43 -0
  320. package/dist/tools/portfolio/notifications.js.map +1 -0
  321. package/dist/tools/portfolio/predictions.d.ts +12 -6
  322. package/dist/tools/portfolio/predictions.js +337 -87
  323. package/dist/tools/portfolio/predictions.js.map +1 -1
  324. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  325. package/dist/tools/portfolio/risk-analysis.js +45 -6
  326. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  327. package/dist/tools/portfolio/tracker.d.ts +4 -3
  328. package/dist/tools/portfolio/tracker.js +246 -101
  329. package/dist/tools/portfolio/tracker.js.map +1 -1
  330. package/dist/tools/portfolio/watchlist.d.ts +6 -4
  331. package/dist/tools/portfolio/watchlist.js +208 -108
  332. package/dist/tools/portfolio/watchlist.js.map +1 -1
  333. package/dist/tools/sentiment/insight-format.d.ts +2 -0
  334. package/dist/tools/sentiment/insight-format.js +36 -0
  335. package/dist/tools/sentiment/insight-format.js.map +1 -0
  336. package/dist/tools/sentiment/query-match.d.ts +3 -0
  337. package/dist/tools/sentiment/query-match.js +113 -0
  338. package/dist/tools/sentiment/query-match.js.map +1 -0
  339. package/dist/tools/sentiment/reddit-sentiment.d.ts +12 -1
  340. package/dist/tools/sentiment/reddit-sentiment.js +266 -107
  341. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  342. package/dist/tools/sentiment/sentiment-summary.d.ts +9 -1
  343. package/dist/tools/sentiment/sentiment-summary.js +223 -205
  344. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  345. package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
  346. package/dist/tools/sentiment/sentiment-trend.js +12 -2
  347. package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
  348. package/dist/tools/sentiment/twitter-sentiment.d.ts +11 -1
  349. package/dist/tools/sentiment/twitter-sentiment.js +188 -58
  350. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  351. package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
  352. package/dist/tools/sentiment/untrusted-text.js +17 -0
  353. package/dist/tools/sentiment/untrusted-text.js.map +1 -0
  354. package/dist/tools/sentiment/web-search.js +9 -13
  355. package/dist/tools/sentiment/web-search.js.map +1 -1
  356. package/dist/tools/sentiment/web-sentiment.js +19 -3
  357. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  358. package/dist/tools/technical/backtest.d.ts +1 -1
  359. package/dist/tools/technical/backtest.js +27 -20
  360. package/dist/tools/technical/backtest.js.map +1 -1
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package/dist/routing/router-llm-client.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"router-llm-client.js","sourceRoot":"","sources":["../../src/routing/router-llm-client.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAc,MAAM,uBAAuB,CAAC;AAGnE;;;;;;;GAOG;AACH,MAAM,UAAU,sBAAsB,CAAC,KAA+C;IACpF,OAAO;QACL,KAAK,CAAC,QAAQ,CAAC,MAAc;YAC3B,MAAM,QAAQ,GAAG,MAAM,cAAc,CACnC,KAAK,EACL;gBACE,QAAQ,EAAE;oBACR;wBACE,IAAI,EAAE,MAAM;wBACZ,OAAO,EAAE,MAAM;wBACf,SAAS,EAAE,IAAI,CAAC,GAAG,EAAE;qBACtB;iBACF;gBACD,0CAA0C;gBAC1C,KAAK,EAAE,EAAE;aACV,EACD;gBACE,WAAW,EAAE,CAAC;gBACd,SAAS,EAAE,IAAI;gBACf,SAAS,EAAE,SAAS;aACrB,CACF,CAAC;YAEF,IAAI,QAAQ,CAAC,UAAU,KAAK,OAAO,IAAI,QAAQ,CAAC,UAAU,KAAK,SAAS,EAAE,CAAC;gBACzE,MAAM,IAAI,KAAK,CACb,2BAA2B,QAAQ,CAAC,YAAY,IAAI,QAAQ,CAAC,UAAU,EAAE,CAC1E,CAAC;YACJ,CAAC;YAED,MAAM,IAAI,GAAG,QAAQ,CAAC,OAAO;iBAC1B,MAAM,CAAC,CAAC,CAAC,EAAuC,EAAE,CAAC,CAAC,CAAC,IAAI,KAAK,MAAM,CAAC;iBACrE,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC;iBAClB,IAAI,CAAC,EAAE,CAAC,CAAC;YACZ,IAAI,CAAC,IAAI,EAAE,CAAC;gBACV,MAAM,IAAI,KAAK,CAAC,0CAA0C,CAAC,CAAC;YAC9D,CAAC;YACD,OAAO,IAAI,CAAC;QACd,CAAC;KACF,CAAC;AACJ,CAAC"}
1
+ {"version":3,"file":"router-llm-client.js","sourceRoot":"","sources":["../../src/routing/router-llm-client.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAc,MAAM,uBAAuB,CAAC;AAGnE;;;;;;;GAOG;AACH,MAAM,UAAU,sBAAsB,CACpC,KAA+C;IAE/C,OAAO;QACL,KAAK,CAAC,QAAQ,CAAC,MAAc;YAC3B,MAAM,QAAQ,GAAG,MAAM,cAAc,CACnC,KAAK,EACL;gBACE,QAAQ,EAAE;oBACR;wBACE,IAAI,EAAE,MAAM;wBACZ,OAAO,EAAE,MAAM;wBACf,SAAS,EAAE,IAAI,CAAC,GAAG,EAAE;qBACtB;iBACF;gBACD,0CAA0C;gBAC1C,KAAK,EAAE,EAAE;aACV,EACD;gBACE,WAAW,EAAE,CAAC;gBACd,SAAS,EAAE,IAAI;gBACf,SAAS,EAAE,SAAS;aACrB,CACF,CAAC;YAEF,IAAI,QAAQ,CAAC,UAAU,KAAK,OAAO,IAAI,QAAQ,CAAC,UAAU,KAAK,SAAS,EAAE,CAAC;gBACzE,MAAM,IAAI,KAAK,CAAC,2BAA2B,QAAQ,CAAC,YAAY,IAAI,QAAQ,CAAC,UAAU,EAAE,CAAC,CAAC;YAC7F,CAAC;YAED,MAAM,IAAI,GAAG,QAAQ,CAAC,OAAO;iBAC1B,MAAM,CAAC,CAAC,CAAC,EAAuC,EAAE,CAAC,CAAC,CAAC,IAAI,KAAK,MAAM,CAAC;iBACrE,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC;iBAClB,IAAI,CAAC,EAAE,CAAC,CAAC;YACZ,IAAI,CAAC,IAAI,EAAE,CAAC;gBACV,MAAM,IAAI,KAAK,CAAC,0CAA0C,CAAC,CAAC;YAC9D,CAAC;YACD,OAAO,IAAI,CAAC;QACd,CAAC;KACF,CAAC;AACJ,CAAC"}
package/dist/routing/router-prompt.js CHANGED
@@ -1,4 +1,4 @@
1
- import { ROUTE_CAPABILITY_MANIFEST, WORKFLOW_CAPABILITY_MANIFEST, } from "./route-manifest.js";
1
+ import { ROUTE_CAPABILITY_MANIFEST, WORKFLOW_CAPABILITY_MANIFEST } from "./route-manifest.js";
2
2
  /**
3
3
  * Privacy note — priorTurns rendering:
4
4
  * Conversational text rendered into the router prompt via `priorTurns` is NOT
@@ -18,13 +18,13 @@ function renderCatalog() {
18
18
  watchlist_or_tracking: "user manages or asks about their saved watchlist / prediction history",
19
19
  general_finance_qa: "definitional / conceptual questions plus broad market structure, sector, industry, monetary policy, and emerging markets research",
20
20
  };
21
- return Object.values(WORKFLOW_CAPABILITY_MANIFEST).map((w) => {
22
- const required = w.requiredSlots.length > 0
23
- ? ` [required: ${w.requiredSlots.join(", ")}]`
24
- : "";
21
+ return Object.values(WORKFLOW_CAPABILITY_MANIFEST)
22
+ .map((w) => {
23
+ const required = w.requiredSlots.length > 0 ? ` [required: ${w.requiredSlots.join(", ")}]` : "";
25
24
  const mode = w.dispatchable ? "dispatchable workflow" : "agent-task workflow label";
26
25
  return `- "${w.workflow}" (${mode}): ${descriptions[w.workflow]}${required}`;
27
- }).join("\n");
26
+ })
27
+ .join("\n");
28
28
  }
29
29
  function renderRouteKinds() {
30
30
  return Object.values(ROUTE_CAPABILITY_MANIFEST)
@@ -40,9 +40,7 @@ function renderProfile(profile) {
40
40
  function renderPriorTurns(turns) {
41
41
  if (turns.length === 0)
42
42
  return "(none)";
43
- return turns
44
- .map((t) => `[${t.role}] ${t.text.replace(/\n+/g, " ").slice(0, 400)}`)
45
- .join("\n");
43
+ return turns.map((t) => `[${t.role}] ${t.text.replace(/\n+/g, " ").slice(0, 400)}`).join("\n");
46
44
  }
47
45
  function renderRecentRuns(runs) {
48
46
  if (runs.length === 0)
package/dist/routing/router-prompt.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"router-prompt.js","sourceRoot":"","sources":["../../src/routing/router-prompt.ts"],"names":[],"mappings":"AAAA,OAAO,EACL,yBAAyB,EACzB,4BAA4B,GAC7B,MAAM,qBAAqB,CAAC;AAG7B;;;;;;;;;GASG;AAEH,SAAS,aAAa;IACpB,MAAM,YAAY,GAA2B;QAC3C,iBAAiB,EAAE,2EAA2E;QAC9F,gBAAgB,EAAE,kEAAkE;QACpF,cAAc,EAAE,0EAA0E;QAC1F,qBAAqB,EAAE,6EAA6E;QACpG,qBAAqB,EAAE,uEAAuE;QAC9F,kBAAkB,EAAE,mIAAmI;KACxJ,CAAC;IAEF,OAAO,MAAM,CAAC,MAAM,CAAC,4BAA4B,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;QAC3D,MAAM,QAAQ,GAAG,CAAC,CAAC,aAAa,CAAC,MAAM,GAAG,CAAC;YACzC,CAAC,CAAC,eAAe,CAAC,CAAC,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,GAAG;YAC9C,CAAC,CAAC,EAAE,CAAC;QACP,MAAM,IAAI,GAAG,CAAC,CAAC,YAAY,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,2BAA2B,CAAC;QACpF,OAAO,MAAM,CAAC,CAAC,QAAQ,MAAM,IAAI,MAAM,YAAY,CAAC,CAAC,CAAC,QAAQ,CAAC,GAAG,QAAQ,EAAE,CAAC;IAC/E,CAAC,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,gBAAgB;IACvB,OAAO,MAAM,CAAC,MAAM,CAAC,yBAAyB,CAAC;SAC5C,GAAG,CAAC,CAAC,KAAK,EAAE,EAAE,CAAC,MAAM,KAAK,CAAC,SAAS,sBAAsB,KAAK,CAAC,WAAW,GAAG,CAAC;SAC/E,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,aAAa,CAAC,OAAgC;IACrD,MAAM,OAAO,GAAG,MAAM,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC;IACxC,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,SAAS,CAAC;IAC3C,OAAO,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,KAAK,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC5E,CAAC;AAED,SAAS,gBAAgB,CACvB,KAA0D;IAE1D,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,QAAQ,CAAC;IACxC,OAAO,KAAK;SACT,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,IAAI,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,CAAC;SACtE,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,gBAAgB,CACvB,IAKE;IAEF,IAAI,IAAI,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,QAAQ,CAAC;IACvC,OAAO,IAAI;SACR,GAAG,CACF,CAAC,CAAC,EAAE,EAAE,CACJ,KAAK,CAAC,CAAC,SAAS,IAAI,CAAC,CAAC,QAAQ,IAAI,CAAC,CAAC,YAAY,IAAI,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,EAAE,EAAE,CAC/G;SACA,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,MAAM,WAAW,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoClB,CAAC;AAEH,MAAM,aAAa,GAAG;;;;;;;;;;;;;;;;;;;;4EAoBsD,CAAC;AAE7E,MAAM,UAAU,iBAAiB,CAAC,KAAyB;IACzD,OAAO;;;EAGP,gBAAgB,EAAE;;;EAGlB,aAAa,EAAE;;EAEf,WAAW;;EAEX,aAAa;;;;;EAKb,aAAa,CAAC,KAAK,CAAC,eAAe,CAAC;;;EAGpC,gBAAgB,CAAC,KAAK,CAAC,kBAAkB,CAAC;;;EAG1C,gBAAgB,CAAC,KAAK,CAAC,UAAU,CAAC;;;EAGlC,KAAK,CAAC,IAAI;;4CAEgC,CAAC;AAC7C,CAAC"}
1
+ {"version":3,"file":"router-prompt.js","sourceRoot":"","sources":["../../src/routing/router-prompt.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,yBAAyB,EAAE,4BAA4B,EAAE,MAAM,qBAAqB,CAAC;AAG9F;;;;;;;;;GASG;AAEH,SAAS,aAAa;IACpB,MAAM,YAAY,GAA2B;QAC3C,iBAAiB,EAAE,2EAA2E;QAC9F,gBAAgB,EAAE,kEAAkE;QACpF,cAAc,EAAE,0EAA0E;QAC1F,qBAAqB,EACnB,6EAA6E;QAC/E,qBAAqB,EAAE,uEAAuE;QAC9F,kBAAkB,EAChB,mIAAmI;KACtI,CAAC;IAEF,OAAO,MAAM,CAAC,MAAM,CAAC,4BAA4B,CAAC;SAC/C,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;QACT,MAAM,QAAQ,GACZ,CAAC,CAAC,aAAa,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,eAAe,CAAC,CAAC,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;QACjF,MAAM,IAAI,GAAG,CAAC,CAAC,YAAY,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,2BAA2B,CAAC;QACpF,OAAO,MAAM,CAAC,CAAC,QAAQ,MAAM,IAAI,MAAM,YAAY,CAAC,CAAC,CAAC,QAAQ,CAAC,GAAG,QAAQ,EAAE,CAAC;IAC/E,CAAC,CAAC;SACD,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,gBAAgB;IACvB,OAAO,MAAM,CAAC,MAAM,CAAC,yBAAyB,CAAC;SAC5C,GAAG,CAAC,CAAC,KAAK,EAAE,EAAE,CAAC,MAAM,KAAK,CAAC,SAAS,sBAAsB,KAAK,CAAC,WAAW,GAAG,CAAC;SAC/E,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,SAAS,aAAa,CAAC,OAAgC;IACrD,MAAM,OAAO,GAAG,MAAM,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC;IACxC,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,SAAS,CAAC;IAC3C,OAAO,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,KAAK,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC5E,CAAC;AAED,SAAS,gBAAgB,CAAC,KAA0D;IAClF,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,QAAQ,CAAC;IACxC,OAAO,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,IAAI,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AACjG,CAAC;AAED,SAAS,gBAAgB,CACvB,IAKE;IAEF,IAAI,IAAI,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,QAAQ,CAAC;IACvC,OAAO,IAAI;SACR,GAAG,CACF,CAAC,CAAC,EAAE,EAAE,CACJ,KAAK,CAAC,CAAC,SAAS,IAAI,CAAC,CAAC,QAAQ,IAAI,CAAC,CAAC,YAAY,IAAI,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,EAAE,EAAE,CAC/G;SACA,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,MAAM,WAAW,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoClB,CAAC;AAEH,MAAM,aAAa,GAAG;;;;;;;;;;;;;;;;;;;;4EAoBsD,CAAC;AAE7E,MAAM,UAAU,iBAAiB,CAAC,KAAyB;IACzD,OAAO;;;EAGP,gBAAgB,EAAE;;;EAGlB,aAAa,EAAE;;EAEf,WAAW;;EAEX,aAAa;;;;;EAKb,aAAa,CAAC,KAAK,CAAC,eAAe,CAAC;;;EAGpC,gBAAgB,CAAC,KAAK,CAAC,kBAAkB,CAAC;;;EAG1C,gBAAgB,CAAC,KAAK,CAAC,UAAU,CAAC;;;EAGlC,KAAK,CAAC,IAAI;;4CAEgC,CAAC;AAC7C,CAAC"}
package/dist/routing/router-types.d.ts CHANGED
@@ -17,6 +17,7 @@ export interface RouterPreferenceUpdate {
17
17
  export interface RouterDiagnostic {
18
18
  code: string;
19
19
  message: string;
20
+ details?: Record<string, unknown>;
20
21
  }
21
22
  /**
22
23
  * Structured output from the LLM router. Mirrors existing types
package/dist/routing/router.js CHANGED
@@ -1,7 +1,8 @@
1
- import { extractEntities, isAmbiguousConceptUsage } from "./entity-extractor.js";
1
+ import { extractEntities, isAmbiguousConceptUsage, isCurrencyCodeUsage, } from "./entity-extractor.js";
2
2
  import { classifyWithLegacyRules } from "./legacy-rule-router.js";
3
- import { buildRouterPrompt } from "./router-prompt.js";
4
3
  import { computeMissingRequiredSlots, isDispatchableWorkflow, isRouteKind, isToolBundleName, legacyRouteForRouteKind, routeKindFromLegacyRoute, selectToolBundles, } from "./route-manifest.js";
4
+ import { buildRouterPrompt } from "./router-prompt.js";
5
+ import { disambiguateSymbols } from "./symbol-disambiguator.js";
5
6
  const VALID_ROUTES = ["workflow", "fallback"];
6
7
  const VALID_WORKFLOWS = [
7
8
  "portfolio_builder",
@@ -72,12 +73,14 @@ export function validateRouterOutput(raw) {
72
73
  ? explicitRouteKind
73
74
  : routeKindFromLegacyRoute(route, rawMissingRequired);
74
75
  if (route === "workflow" || routeKind === "workflow_dispatch") {
75
- if (typeof obj.workflow !== "string" || !VALID_WORKFLOWS.includes(obj.workflow)) {
76
+ if (typeof obj.workflow !== "string" ||
77
+ !VALID_WORKFLOWS.includes(obj.workflow)) {
76
78
  throw new Error(`workflow route requires a valid workflow; got ${JSON.stringify(obj.workflow)}`);
77
79
  }
78
80
  workflow = obj.workflow;
79
81
  }
80
- else if (typeof obj.workflow === "string" && VALID_WORKFLOWS.includes(obj.workflow)) {
82
+ else if (typeof obj.workflow === "string" &&
83
+ VALID_WORKFLOWS.includes(obj.workflow)) {
81
84
  workflow = obj.workflow;
82
85
  }
83
86
  const entities = validateEntities(obj.entities);
@@ -171,11 +174,14 @@ export function postProcessRouterOutput(text, output) {
171
174
  shareQuantity: output.entities.shareQuantity ?? extracted.shareQuantity,
172
175
  heldSymbol: output.entities.heldSymbol ?? extracted.heldSymbol,
173
176
  catalystSymbols: output.entities.catalystSymbols ?? extracted.catalystSymbols,
174
- dteHint: output.entities.dteHint ?? (output.workflow === "options_screener" ? extracted.dteHint : undefined),
177
+ dteHint: output.entities.dteHint ??
178
+ (output.workflow === "options_screener" ? extracted.dteHint : undefined),
175
179
  },
176
180
  diagnostics,
177
181
  };
178
- if (next.workflow === "options_screener" && isExistingPositionOptionRequest(text, extracted) && extracted.heldSymbol) {
182
+ if (next.workflow === "options_screener" &&
183
+ isExistingPositionOptionRequest(text, extracted) &&
184
+ extracted.heldSymbol) {
179
185
  const reorderedSymbols = [
180
186
  extracted.heldSymbol,
181
187
  ...mergeSymbols(next.entities.symbols, extracted.symbols).filter((symbol) => symbol !== extracted.heldSymbol),
@@ -273,6 +279,26 @@ export function postProcessRouterOutput(text, output) {
273
279
  diagnostics,
274
280
  };
275
281
  }
282
+ if ((next.workflow === "compare_assets" || next.workflow === "portfolio_builder") &&
283
+ isStatefulTrackingRequest(text)) {
284
+ diagnostics.push({
285
+ code: "stateful_tracking_corrected_to_agent_task",
286
+ message: "portfolio/watchlist tracking mutation should use stateful tracking tools, not compare or construction workflow dispatch",
287
+ });
288
+ next = {
289
+ ...next,
290
+ routeKind: "agent_task",
291
+ route: "fallback",
292
+ workflow: "watchlist_or_tracking",
293
+ missing_required: [],
294
+ entities: {
295
+ ...next.entities,
296
+ symbols: filterCurrencyUnitSymbols(text, next.entities.symbols),
297
+ },
298
+ slots: removeCurrencyUnitSymbolSlots(text, next.slots),
299
+ diagnostics,
300
+ };
301
+ }
276
302
  if (next.routeKind === "agent_task" && isDispatchableWorkflow(next.workflow)) {
277
303
  diagnostics.push({
278
304
  code: "dispatchable_workflow_corrected_to_workflow_dispatch",
@@ -373,8 +399,7 @@ export function postProcessRouterOutput(text, output) {
373
399
  diagnostics,
374
400
  };
375
401
  }
376
- if (next.workflow === "single_asset_analysis" &&
377
- isSpecializedSingleAssetPolicyRequest(text)) {
402
+ if (next.workflow === "single_asset_analysis" && isSpecializedSingleAssetPolicyRequest(text)) {
378
403
  diagnostics.push({
379
404
  code: "single_asset_workflow_corrected_to_general_policy_task",
380
405
  message: "prompt asks for policy-card planning outside a single-asset buy/sell analysis",
@@ -385,6 +410,30 @@ export function postProcessRouterOutput(text, output) {
385
410
  diagnostics,
386
411
  };
387
412
  }
413
+ const disambiguated = disambiguateSymbols(next.entities.symbols, text);
414
+ if (disambiguated.dropped.length > 0) {
415
+ for (const drop of disambiguated.dropped) {
416
+ diagnostics.push({
417
+ code: "symbol_dropped",
418
+ message: `${drop.token} dropped: ${drop.reason}`,
419
+ details: {
420
+ token: drop.token,
421
+ reason: drop.reason,
422
+ signalsChecked: drop.signalsChecked,
423
+ source: "llm",
424
+ },
425
+ });
426
+ }
427
+ next = {
428
+ ...next,
429
+ entities: {
430
+ ...next.entities,
431
+ symbols: disambiguated.kept,
432
+ },
433
+ slots: removeDroppedSymbolSlots(next.slots, disambiguated.dropped.map((drop) => drop.token)),
434
+ diagnostics,
435
+ };
436
+ }
388
437
  const missingRequired = computeMissingRequiredSlots(next.workflow, next.entities, next.slots, next.missing_required);
389
438
  if (missingRequired.length > 0 && next.routeKind !== "pass_through") {
390
439
  if (next.routeKind !== "clarification") {
@@ -440,8 +489,8 @@ function isConceptualEducationRequest(text, output) {
440
489
  return /\b(?:explain|what is|define|how (?:do|should|to)|teach me|help me understand)\b/i.test(text);
441
490
  }
442
491
  function isForwardLookingMacroContextRequest(text) {
443
- return /\b(?:rates?|rate\s*cuts?|fed|inflation|macro)\b/i.test(text) &&
444
- /\b(?:next\s+(?:year|12\s*months?)|over\s+the\s+next|outlook|affect|impact|falling|rising)\b/i.test(text);
492
+ return (/\b(?:rates?|rate\s*cuts?|fed|inflation|macro)\b/i.test(text) &&
493
+ /\b(?:next\s+(?:year|12\s*months?)|over\s+the\s+next|outlook|affect|impact|falling|rising)\b/i.test(text));
445
494
  }
446
495
  function isCoveredCallRequest(text) {
447
496
  return /\bcovered\s+calls?\b/i.test(text);
@@ -451,13 +500,49 @@ function isPortfolioEvaluationRequest(text) {
451
500
  const hasEvaluationIntent = /\b(?:evaluat(?:e|ion)|review|assess|analy[sz]e|prospects?|risks?|risky|opportunities?|mitigat(?:e|ion)|adjustment|rebalance|diversify|concentration|overweight|underweight|target\s+bands?|drift|worried|crash|protect|protection|missing\s+out\s+on\s+growth)\b/.test(lower);
452
501
  const hasPortfolioObject = /\b(?:portfolio|allocation|asset\s+allocation|60\/40|equity|fixed\s+income|bonds?)\b/.test(lower);
453
502
  const hasConstructionIntent = /\b(?:build|create|construct|put\s+together|invest|allocate)\b/.test(lower) &&
454
- (/\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower));
503
+ /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
455
504
  return hasEvaluationIntent && hasPortfolioObject && !hasConstructionIntent;
456
505
  }
506
+ function isStatefulTrackingRequest(text) {
507
+ const lower = text.toLowerCase();
508
+ const hasPortfolioConstructionIntent = /\b(?:build|create|construct|put\s+together)\b/.test(lower) &&
509
+ /\bportfolio\b/.test(lower) &&
510
+ /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
511
+ const hasStateVerb = /\b(?:add|remove|update|record|track|create|configure|check|show|list|view|cancel)\b/.test(lower);
512
+ const hasStateObject = /\b(?:watchlist|portfolio|holding|holdings|position|positions|prediction|predictions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(lower);
513
+ const hasPortfolioLotShape = /\b(?:add|record|track)\b/.test(lower) &&
514
+ /\b\d+(?:\.\d+)?\s+shares?\b/.test(lower) &&
515
+ /\b(?:portfolio|holding|holdings|position|positions)\b/.test(lower);
516
+ if (hasPortfolioConstructionIntent)
517
+ return false;
518
+ return (hasStateVerb && hasStateObject) || hasPortfolioLotShape;
519
+ }
520
+ function filterCurrencyUnitSymbols(text, symbols) {
521
+ return symbols.filter((symbol) => !isCurrencyCodeUsage(text, symbol));
522
+ }
523
+ function removeCurrencyUnitSymbolSlots(text, slots) {
524
+ const next = { ...slots };
525
+ for (const key of ["symbol", "symbols"]) {
526
+ const slot = next[key];
527
+ if (!slot)
528
+ continue;
529
+ if (Array.isArray(slot.value)) {
530
+ const value = slot.value.filter((item) => typeof item !== "string" || !isCurrencyCodeUsage(text, item.toUpperCase()));
531
+ if (value.length === 0)
532
+ delete next[key];
533
+ else
534
+ next[key] = { ...slot, value };
535
+ continue;
536
+ }
537
+ if (typeof slot.value === "string" && isCurrencyCodeUsage(text, slot.value.toUpperCase())) {
538
+ delete next[key];
539
+ }
540
+ }
541
+ return next;
542
+ }
457
543
  function isPortfolioTradeoffComparisonRequest(text) {
458
544
  const lower = text.toLowerCase();
459
- return /\b(?:prioritize|tradeoffs?|growth[-\s]?oriented|dividend|income|which\s+(?:one|is)\s+better|should\s+i)\b/.test(lower) &&
460
- /\b(?:or|vs\.?|versus|compare)\b/.test(lower);
545
+ return (/\b(?:prioritize|tradeoffs?|growth[-\s]?oriented|dividend|income|which\s+(?:one|is)\s+better|should\s+i)\b/.test(lower) && /\b(?:or|vs\.?|versus|compare)\b/.test(lower));
461
546
  }
462
547
  function isCryptoSizingRequest(text) {
463
548
  const lower = text.toLowerCase();
@@ -465,28 +550,27 @@ function isCryptoSizingRequest(text) {
465
550
  /\b(?:portfolio|allocation)\b/.test(lower);
466
551
  if (hasPortfolioConstructionIntent)
467
552
  return false;
468
- return /\b(?:btc|bitcoin|crypto)\b/.test(lower) &&
469
- /\b(?:allocation|range|position\s+size|sizing|exposure|drawdown)\b/.test(lower);
553
+ return (/\b(?:btc|bitcoin|crypto)\b/.test(lower) &&
554
+ /\b(?:allocation|range|position\s+size|sizing|exposure|drawdown)\b/.test(lower));
470
555
  }
471
556
  function isSpecializedSingleAssetPolicyRequest(text) {
472
557
  const lower = text.toLowerCase();
473
- return /\b(?:ticker|symbol|formerly|old ticker|earnings are|earnings tonight)\b/.test(lower) ||
558
+ return (/\b(?:ticker|symbol|formerly|old ticker|earnings are|earnings tonight)\b/.test(lower) ||
474
559
  /\b(?:today|right now|this morning|after close|moved|catalyst)\b/.test(lower) ||
475
560
  /\b(?:sentiment|mood|reddit|twitter|x\/twitter)\b/.test(lower) ||
476
- /\b(?:filing|10-k|10-q|8-k|sec)\b/.test(lower);
561
+ /\b(?:filing|10-k|10-q|8-k|sec)\b/.test(lower));
477
562
  }
478
563
  function isExistingPositionOptionRequest(text, extracted) {
479
564
  return isCoveredCallRequest(text) || extracted.optionStrategy === "protective_put";
480
565
  }
481
566
  function isOptionsEducationOrSuitabilityRequest(text) {
482
567
  const lower = text.toLowerCase();
483
- return /\b(?:how\s+does|how\s+do|explain|what\s+is|good\s+idea|make\s+sense|suitable|suitability|is\s+it\s+(?:good|worth|smart))\b/.test(lower) &&
484
- /\b(?:covered\s+calls?|protective\s+puts?|options?|selling\s+calls?|option\s+income)\b/.test(lower);
568
+ return (/\b(?:how\s+does|how\s+do|explain|what\s+is|good\s+idea|make\s+sense|suitable|suitability|is\s+it\s+(?:good|worth|smart))\b/.test(lower) &&
569
+ /\b(?:covered\s+calls?|protective\s+puts?|options?|selling\s+calls?|option\s+income)\b/.test(lower));
485
570
  }
486
571
  function isSpecificOptionContractSelectionRequest(text) {
487
572
  const lower = text.toLowerCase();
488
- return /\b(?:best|which|what\s+(?:strike|contract|option)|rank|screen|specific|right\s+now|today|around\s+earnings|expiration|dte|premium\s+under)\b/.test(lower) &&
489
- /\b(?:sell|buy|trade|contract|strike|expiration|premium|call|put)\b/.test(lower);
573
+ return (/\b(?:best|which|what\s+(?:strike|contract|option)|rank|screen|specific|right\s+now|today|around\s+earnings|expiration|dte|premium\s+under)\b/.test(lower) && /\b(?:sell|buy|trade|contract|strike|expiration|premium|call|put)\b/.test(lower));
490
574
  }
491
575
  function mergeSymbols(primary, secondary) {
492
576
  const merged = [];
@@ -580,6 +664,31 @@ function validateToolBundles(raw) {
580
664
  const bundles = validateStringArray(raw, "tool_bundles");
581
665
  return bundles.filter(isToolBundleName);
582
666
  }
667
+ function removeDroppedSymbolSlots(slots, droppedTokens) {
668
+ if (droppedTokens.length === 0)
669
+ return slots;
670
+ const dropped = new Set(droppedTokens.map((token) => token.toUpperCase()));
671
+ const next = { ...slots };
672
+ for (const key of ["symbol", "symbols"]) {
673
+ const slot = next[key];
674
+ if (!slot)
675
+ continue;
676
+ if (Array.isArray(slot.value)) {
677
+ const value = slot.value.filter((item) => typeof item !== "string" || !dropped.has(item.toUpperCase()));
678
+ if (value.length === 0) {
679
+ delete next[key];
680
+ }
681
+ else {
682
+ next[key] = { ...slot, value };
683
+ }
684
+ continue;
685
+ }
686
+ if (typeof slot.value === "string" && dropped.has(slot.value.toUpperCase())) {
687
+ delete next[key];
688
+ }
689
+ }
690
+ return next;
691
+ }
583
692
  function validateDiagnostics(raw) {
584
693
  if (raw === undefined || raw === null)
585
694
  return [];
@@ -597,10 +706,16 @@ function validateDiagnostics(raw) {
597
706
  if (typeof diagnostic.message !== "string") {
598
707
  throw new Error(`diagnostics[${idx}].message must be a string`);
599
708
  }
600
- return {
709
+ const out = {
601
710
  code: diagnostic.code,
602
711
  message: diagnostic.message,
603
712
  };
713
+ if (diagnostic.details &&
714
+ typeof diagnostic.details === "object" &&
715
+ !Array.isArray(diagnostic.details)) {
716
+ out.details = diagnostic.details;
717
+ }
718
+ return out;
604
719
  });
605
720
  }
606
721
  function validateStringArray(raw, field) {
package/dist/routing/router.js.map CHANGED
@@ -1 +1 @@
1
- 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package/dist/routing/slot-resolver.d.ts CHANGED
@@ -1,4 +1,4 @@
1
- import type { ExtractedEntities, PortfolioSlots, OptionsScreenerSlots, SlotResolution } from "./types.js";
1
+ import type { ExtractedEntities, OptionsScreenerSlots, PortfolioSlots, SlotResolution } from "./types.js";
2
2
  interface Preferences {
3
3
  riskProfile?: string;
4
4
  timeHorizon?: string;
package/dist/routing/slot-resolver.js CHANGED
@@ -1,4 +1,4 @@
1
- import { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS } from "./defaults.js";
1
+ import { OPTIONS_SCREENER_DEFAULTS, PORTFOLIO_DEFAULTS } from "./defaults.js";
2
2
  function mapDteHintToTarget(dteHint) {
3
3
  const normalized = dteHint?.toLowerCase().trim();
4
4
  if (!normalized)
@@ -106,9 +106,7 @@ export function resolveOptionsScreenerSlots(entities, preferences = {}) {
106
106
  sources.symbol = "default";
107
107
  }
108
108
  // Direction: default to bullish unless the user specified a protective put hedge.
109
- const inferredDirection = entities.optionStrategy === "protective_put"
110
- ? "bearish"
111
- : entities.direction;
109
+ const inferredDirection = entities.optionStrategy === "protective_put" ? "bearish" : entities.direction;
112
110
  const dir = resolve(inferredDirection, undefined, "bullish");
113
111
  sources.direction = dir.source;
114
112
  if (dir.source === "default")
package/dist/routing/slot-resolver.js.map CHANGED
@@ -1 +1 @@
1
- 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1
+ 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package/dist/routing/symbol-disambiguator.d.ts ADDED
@@ -0,0 +1,11 @@
1
+ export declare const FINANCE_ACRONYM_DICTIONARY: Set<string>;
2
+ export interface DroppedSymbol {
3
+ token: string;
4
+ reason: string;
5
+ signalsChecked: string[];
6
+ }
7
+ export interface SymbolDisambiguation {
8
+ kept: string[];
9
+ dropped: DroppedSymbol[];
10
+ }
11
+ export declare function disambiguateSymbols(candidates: string[], rawInput: string): SymbolDisambiguation;
package/dist/routing/symbol-disambiguator.js ADDED
@@ -0,0 +1,52 @@
1
+ export const FINANCE_ACRONYM_DICTIONARY = new Set([
2
+ "IV",
3
+ "HV",
4
+ "ITM",
5
+ "OTM",
6
+ "ATM",
7
+ "IPO",
8
+ "SEC",
9
+ "FED",
10
+ "FOMC",
11
+ "IRS",
12
+ "ECB",
13
+ "BOE",
14
+ "BOJ",
15
+ "GDP",
16
+ "CPI",
17
+ "PPI",
18
+ "FX",
19
+ "NDA",
20
+ ]);
21
+ export function disambiguateSymbols(candidates, rawInput) {
22
+ const kept = [];
23
+ const dropped = [];
24
+ for (const candidate of candidates) {
25
+ const token = candidate.toUpperCase();
26
+ if (!FINANCE_ACRONYM_DICTIONARY.has(token) || hasPositiveTickerSignal(token, rawInput)) {
27
+ if (!kept.includes(token))
28
+ kept.push(token);
29
+ continue;
30
+ }
31
+ dropped.push({
32
+ token,
33
+ reason: "no positive ticker signal",
34
+ signalsChecked: ["cashtag", "local ticker phrase"],
35
+ });
36
+ }
37
+ return { kept, dropped };
38
+ }
39
+ function hasPositiveTickerSignal(token, rawInput) {
40
+ return hasCashtag(token, rawInput) || hasLocalTickerPhrase(token, rawInput);
41
+ }
42
+ function hasCashtag(token, rawInput) {
43
+ return new RegExp(`\\$${escapeRegExp(token)}\\b`, "i").test(rawInput);
44
+ }
45
+ function hasLocalTickerPhrase(token, rawInput) {
46
+ const escaped = escapeRegExp(token);
47
+ return new RegExp(`\\b${escaped}\\s+(?:ticker|stock|symbol)\\b|\\b(?:ticker|stock|symbol)\\s+${escaped}\\b`, "i").test(rawInput);
48
+ }
49
+ function escapeRegExp(value) {
50
+ return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
51
+ }
52
+ //# sourceMappingURL=symbol-disambiguator.js.map
package/dist/routing/symbol-disambiguator.js.map ADDED
@@ -0,0 +1 @@
1
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package/dist/routing/turn-context.d.ts CHANGED
@@ -1,6 +1,6 @@
1
1
  import type { MemoryCategory, MemoryEntry } from "../memory/types.js";
2
- import type { RouterInputContext, RouterOutput, RouterRoute, RouterRouteKind, RouterSlot, ToolBundleName, RouterDiagnostic } from "./router-types.js";
3
2
  import { type PlanningBuildOptions, type PlanningEnvelope } from "./planning.js";
3
+ import type { RouterDiagnostic, RouterInputContext, RouterOutput, RouterRoute, RouterRouteKind, RouterSlot, ToolBundleName } from "./router-types.js";
4
4
  import type { ExtractedEntities, WorkflowType } from "./types.js";
5
5
  export interface MemoryQueryPlan {
6
6
  routeKind: RouterRouteKind;
package/dist/routing/turn-context.js CHANGED
@@ -1,5 +1,5 @@
1
- import { activeToolsForBundles, memoryScopesForRoute, } from "./route-manifest.js";
2
1
  import { buildPlanningEnvelope, } from "./planning.js";
2
+ import { activeToolsForBundles, memoryScopesForRoute } from "./route-manifest.js";
3
3
  export function buildResolvedTurnContext(input, output, options = {}) {
4
4
  const memoryQueryPlan = buildMemoryQueryPlan(output);
5
5
  const memoryProvenance = [