opencandle 0.5.0 → 0.7.0

package/dist/tools/portfolio/correlation.js.map

@@ -1 +1 @@
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package/dist/tools/portfolio/daily-report.d.ts

@@ -0,0 +1,8 @@
+import type { AgentTool } from "@earendil-works/pi-agent-core";
+declare const params: import("@sinclair/typebox").TObject<{
+    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"run">, import("@sinclair/typebox").TLiteral<"configure">, import("@sinclair/typebox").TLiteral<"history">]>;
+    timezone: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
+    local_time: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
+}>;
+export declare const dailyReportTool: AgentTool<typeof params>;
+export {};

package/dist/tools/portfolio/daily-report.js

@@ -0,0 +1,83 @@
+import { Type } from "@sinclair/typebox";
+import { getOrCreateDefaultWatchlistReportTemplate, nextDailyReportRunAt, recordDailyWatchlistReportRun, targetsDefaultWatchlist, } from "../../market-state/daily-report.js";
+import { deliverPendingNotifications } from "../../market-state/notification-delivery.js";
+import { MarketStateService } from "../../market-state/service.js";
+import { initDefaultDatabase } from "../../memory/sqlite.js";
+const ACTION_DESCRIPTION = [
+    "One of: run, configure, history.",
+    "Use run to generate the daily watchlist report now.",
+    "Use configure to save schedule metadata such as timezone and local_time.",
+    "Use history to show prior report runs; do not use list or show_history.",
+].join(" ");
+const params = Type.Object({
+    action: Type.Union([Type.Literal("run"), Type.Literal("configure"), Type.Literal("history")], {
+        description: ACTION_DESCRIPTION,
+    }),
+    timezone: Type.Optional(Type.String({ description: "IANA timezone for future scheduled morning reports" })),
+    local_time: Type.Optional(Type.String({ description: "Local time for future scheduled morning reports, HH:MM" })),
+});
+export const dailyReportTool = {
+    name: "daily_watchlist_report",
+    label: "Daily Report",
+    description: "Generate, configure, or show history for the local daily watchlist report. Actions are run, configure, and history. Reports can run manually and configured schedules run while an OpenCandle writer/monitor process is active.",
+    parameters: params,
+    async execute(_toolCallId, args) {
+        const db = initDefaultDatabase();
+        const service = new MarketStateService(db);
+        try {
+            if (args.action === "configure") {
+                const templateParams = {
+                    name: "Morning watchlist",
+                    reportType: "watchlist_daily",
+                    cadence: "daily",
+                    timezone: args.timezone ?? Intl.DateTimeFormat().resolvedOptions().timeZone,
+                    localTime: args.local_time ?? "08:00",
+                    config: { targets: { default_watchlist: true } },
+                    enabled: true,
+                };
+                const nextRunAt = nextDailyReportRunAt(templateParams.timezone, templateParams.localTime);
+                const existing = service
+                    .listReportTemplates()
+                    .find((template) => template.reportType === "watchlist_daily" &&
+                    targetsDefaultWatchlist(template.configJson));
+                const template = existing
+                    ? service.updateReportTemplate(existing.id, { ...templateParams, nextRunAt })
+                    : service.createReportTemplate({ ...templateParams, nextRunAt });
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: `Configured daily watchlist report for ${template.localTime} ${template.timezone}.`,
+                        },
+                    ],
+                    details: template,
+                };
+            }
+            if (args.action === "history") {
+                const runs = service.listReportRuns();
+                if (runs.length === 0) {
+                    return { content: [{ type: "text", text: "No daily report runs yet." }], details: [] };
+                }
+                const lines = ["**Daily Report History**", ""];
+                for (const run of runs.slice(0, 10)) {
+                    lines.push(`  ${run.startedAt}: ${run.status}`);
+                }
+                return { content: [{ type: "text", text: lines.join("\n") }], details: runs };
+            }
+            const template = getOrCreateDefaultWatchlistReportTemplate(service);
+            const { report, run } = await recordDailyWatchlistReportRun(service, {
+                templateId: template.id,
+                triggerType: "manual",
+            });
+            await deliverPendingNotifications(service);
+            return {
+                content: [{ type: "text", text: report.text }],
+                details: run,
+            };
+        }
+        finally {
+            db.close();
+        }
+    },
+};
+//# sourceMappingURL=daily-report.js.map

package/dist/tools/portfolio/daily-report.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"daily-report.js","sourceRoot":"","sources":["../../../src/tools/portfolio/daily-report.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AACzC,OAAO,EACL,yCAAyC,EACzC,oBAAoB,EACpB,6BAA6B,EAC7B,uBAAuB,GACxB,MAAM,oCAAoC,CAAC;AAC5C,OAAO,EAAE,2BAA2B,EAAE,MAAM,6CAA6C,CAAC;AAC1F,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AACnE,OAAO,EAAE,mBAAmB,EAAE,MAAM,wBAAwB,CAAC;AAE7D,MAAM,kBAAkB,GAAG;IACzB,kCAAkC;IAClC,qDAAqD;IACrD,0EAA0E;IAC1E,yEAAyE;CAC1E,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC;AAEZ,MAAM,MAAM,GAAG,IAAI,CAAC,MAAM,CAAC;IACzB,MAAM,EAAE,IAAI,CAAC,KAAK,CAAC,CAAC,IAAI,CAAC,OAAO,CAAC,KAAK,CAAC,EAAE,IAAI,CAAC,OAAO,CAAC,WAAW,CAAC,EAAE,IAAI,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC,EAAE;QAC5F,WAAW,EAAE,kBAAkB;KAChC,CAAC;IACF,QAAQ,EAAE,IAAI,CAAC,QAAQ,CACrB,IAAI,CAAC,MAAM,CAAC,EAAE,WAAW,EAAE,oDAAoD,EAAE,CAAC,CACnF;IACD,UAAU,EAAE,IAAI,CAAC,QAAQ,CACvB,IAAI,CAAC,MAAM,CAAC,EAAE,WAAW,EAAE,wDAAwD,EAAE,CAAC,CACvF;CACF,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,eAAe,GAA6B;IACvD,IAAI,EAAE,wBAAwB;IAC9B,KAAK,EAAE,cAAc;IACrB,WAAW,EACT,iOAAiO;IACnO,UAAU,EAAE,MAAM;IAClB,KAAK,CAAC,OAAO,CAAC,WAAW,EAAE,IAAI;QAC7B,MAAM,EAAE,GAAG,mBAAmB,EAAE,CAAC;QACjC,MAAM,OAAO,GAAG,IAAI,kBAAkB,CAAC,EAAE,CAAC,CAAC;QAE3C,IAAI,CAAC;YACH,IAAI,IAAI,CAAC,MAAM,KAAK,WAAW,EAAE,CAAC;gBAChC,MAAM,cAAc,GAAG;oBACrB,IAAI,EAAE,mBAAmB;oBACzB,UAAU,EAAE,iBAAiB;oBAC7B,OAAO,EAAE,OAAO;oBAChB,QAAQ,EAAE,IAAI,CAAC,QAAQ,IAAI,IAAI,CAAC,cAAc,EAAE,CAAC,eAAe,EAAE,CAAC,QAAQ;oBAC3E,SAAS,EAAE,IAAI,CAAC,UAAU,IAAI,OAAO;oBACrC,MAAM,EAAE,EAAE,OAAO,EAAE,EAAE,iBAAiB,EAAE,IAAI,EAAE,EAAE;oBAChD,OAAO,EAAE,IAAI;iBACd,CAAC;gBACF,MAAM,SAAS,GAAG,oBAAoB,CAAC,cAAc,CAAC,QAAQ,EAAE,cAAc,CAAC,SAAS,CAAC,CAAC;gBAC1F,MAAM,QAAQ,GAAG,OAAO;qBACrB,mBAAmB,EAAE;qBACrB,IAAI,CACH,CAAC,QAAQ,EAAE,EAAE,CACX,QAAQ,CAAC,UAAU,KAAK,iBAAiB;oBACzC,uBAAuB,CAAC,QAAQ,CAAC,UAAU,CAAC,CAC/C,CAAC;gBACJ,MAAM,QAAQ,GAAG,QAAQ;oBACvB,CAAC,CAAC,OAAO,CAAC,oBAAoB,CAAC,QAAQ,CAAC,EAAE,EAAE,EAAE,GAAG,cAAc,EAAE,SAAS,EAAE,CAAC;oBAC7E,CAAC,CAAC,OAAO,CAAC,oBAAoB,CAAC,EAAE,GAAG,cAAc,EAAE,SAAS,EAAE,CAAC,CAAC;gBACnE,OAAO;oBACL,OAAO,EAAE;wBACP;4BACE,IAAI,EAAE,MAAM;4BACZ,IAAI,EAAE,yCAAyC,QAAQ,CAAC,SAAS,IAAI,QAAQ,CAAC,QAAQ,GAAG;yBAC1F;qBACF;oBACD,OAAO,EAAE,QAAQ;iBAClB,CAAC;YACJ,CAAC;YAED,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;gBAC9B,MAAM,IAAI,GAAG,OAAO,CAAC,cAAc,EAAE,CAAC;gBACtC,IAAI,IAAI,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;oBACtB,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,2BAA2B,EAAE,CAAC,EAAE,OAAO,EAAE,EAAE,EAAE,CAAC;gBACzF,CAAC;gBACD,MAAM,KAAK,GAAG,CAAC,0BAA0B,EAAE,EAAE,CAAC,CAAC;gBAC/C,KAAK,MAAM,GAAG,IAAI,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,CAAC;oBACpC,KAAK,CAAC,IAAI,CAAC,KAAK,GAAG,CAAC,SAAS,KAAK,GAAG,CAAC,MAAM,EAAE,CAAC,CAAC;gBAClD,CAAC;gBACD,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,EAAE,OAAO,EAAE,IAAI,EAAE,CAAC;YAChF,CAAC;YAED,MAAM,QAAQ,GAAG,yCAAyC,CAAC,OAAO,CAAC,CAAC;YACpE,MAAM,EAAE,MAAM,EAAE,GAAG,EAAE,GAAG,MAAM,6BAA6B,CAAC,OAAO,EAAE;gBACnE,UAAU,EAAE,QAAQ,CAAC,EAAE;gBACvB,WAAW,EAAE,QAAQ;aACtB,CAAC,CAAC;YACH,MAAM,2BAA2B,CAAC,OAAO,CAAC,CAAC;YAC3C,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,CAAC,IAAI,EAAE,CAAC;gBAC9C,OAAO,EAAE,GAAG;aACb,CAAC;QACJ,CAAC;gBAAS,CAAC;YACT,EAAE,CAAC,KAAK,EAAE,CAAC;QACb,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/portfolio/holdings-overlap.js

@@ -1,6 +1,6 @@
 import { Type } from "@sinclair/typebox";
-import { getFundHoldings } from "../../providers/yahoo-finance.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
+import { getFundHoldings } from "../../providers/yahoo-finance.js";
 const params = Type.Object({
     symbols: Type.Array(Type.String(), {
         description: "Array of 2+ ETF or fund ticker symbols to compare holdings overlap, e.g. ['VOO','QQQ']",
@@ -27,7 +27,12 @@ export const holdingsOverlapTool = {
         if (unavailable.length > 0) {
             const missing = unavailable.map((entry) => `${entry.symbol}: ${entry.reason}`).join("; ");
             return {
-                content: [{ type: "text", text: `⚠ Holdings overlap unavailable for one or more funds (${missing}).` }],
+                content: [
+                    {
+                        type: "text",
+                        text: `⚠ Holdings overlap unavailable for one or more funds (${missing}).`,
+                    },
+                ],
                 details: null,
             };
         }
@@ -79,7 +84,9 @@ function formatOverlap(overlap) {
         lines.push(`${pair.symbols.join("/")} holdings overlap: ${formatPercent(pair.overlapWeight)}`);
         const topShared = pair.sharedHoldings.slice(0, 5);
         if (topShared.length > 0) {
-            lines.push(`Top shared holdings: ${topShared.map((holding) => `${holding.symbol} (${formatPercent(holding.overlapWeight)} overlap)`).join(", ")}`);
+            lines.push(`Top shared holdings: ${topShared
+                .map((holding) => `${holding.symbol} (${formatPercent(holding.overlapWeight)} overlap)`)
+                .join(", ")}`);
         }
         else {
             lines.push("No shared top holdings found in provider coverage.");

package/dist/tools/portfolio/holdings-overlap.js.map

@@ -1 +1 @@
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package/dist/tools/portfolio/notifications.d.ts

@@ -0,0 +1,7 @@
+import type { AgentTool } from "@earendil-works/pi-agent-core";
+declare const params: import("@sinclair/typebox").TObject<{
+    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"list">, import("@sinclair/typebox").TLiteral<"acknowledge">]>;
+    id: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
+}>;
+export declare const notificationsTool: AgentTool<typeof params>;
+export {};

package/dist/tools/portfolio/notifications.js

@@ -0,0 +1,43 @@
+import { Type } from "@sinclair/typebox";
+import { MarketStateService } from "../../market-state/service.js";
+import { initDefaultDatabase } from "../../memory/sqlite.js";
+const params = Type.Object({
+    action: Type.Union([Type.Literal("list"), Type.Literal("acknowledge")], {
+        description: "One of: list, acknowledge. Use acknowledge with id to mark a notification read.",
+    }),
+    id: Type.Optional(Type.Number({ description: "Notification id for acknowledge." })),
+});
+export const notificationsTool = {
+    name: "manage_notifications",
+    label: "Notifications",
+    description: "List durable OpenCandle notifications or acknowledge a notification by id. Use this for alert and report notification history.",
+    parameters: params,
+    async execute(_toolCallId, args) {
+        const db = initDefaultDatabase();
+        const service = new MarketStateService(db);
+        try {
+            if (args.action === "acknowledge") {
+                if (args.id == null)
+                    throw new Error("id is required for acknowledge.");
+                const notification = service.acknowledgeNotificationEvent(args.id);
+                return {
+                    content: [{ type: "text", text: `Acknowledged notification #${notification.id}.` }],
+                    details: notification,
+                };
+            }
+            const notifications = service.listNotificationEvents();
+            if (notifications.length === 0) {
+                return { content: [{ type: "text", text: "No notifications yet." }], details: [] };
+            }
+            const lines = ["**Notifications**", ""];
+            for (const notification of notifications.slice(0, 20)) {
+                lines.push(`  #${notification.id} [${notification.status}] ${notification.title}`);
+            }
+            return { content: [{ type: "text", text: lines.join("\n") }], details: notifications };
+        }
+        finally {
+            db.close();
+        }
+    },
+};
+//# sourceMappingURL=notifications.js.map

package/dist/tools/portfolio/notifications.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"notifications.js","sourceRoot":"","sources":["../../../src/tools/portfolio/notifications.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AACzC,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AACnE,OAAO,EAAE,mBAAmB,EAAE,MAAM,wBAAwB,CAAC;AAE7D,MAAM,MAAM,GAAG,IAAI,CAAC,MAAM,CAAC;IACzB,MAAM,EAAE,IAAI,CAAC,KAAK,CAAC,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,CAAC,EAAE,IAAI,CAAC,OAAO,CAAC,aAAa,CAAC,CAAC,EAAE;QACtE,WAAW,EAAE,iFAAiF;KAC/F,CAAC;IACF,EAAE,EAAE,IAAI,CAAC,QAAQ,CAAC,IAAI,CAAC,MAAM,CAAC,EAAE,WAAW,EAAE,kCAAkC,EAAE,CAAC,CAAC;CACpF,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,iBAAiB,GAA6B;IACzD,IAAI,EAAE,sBAAsB;IAC5B,KAAK,EAAE,eAAe;IACtB,WAAW,EACT,gIAAgI;IAClI,UAAU,EAAE,MAAM;IAClB,KAAK,CAAC,OAAO,CAAC,WAAW,EAAE,IAAI;QAC7B,MAAM,EAAE,GAAG,mBAAmB,EAAE,CAAC;QACjC,MAAM,OAAO,GAAG,IAAI,kBAAkB,CAAC,EAAE,CAAC,CAAC;QAC3C,IAAI,CAAC;YACH,IAAI,IAAI,CAAC,MAAM,KAAK,aAAa,EAAE,CAAC;gBAClC,IAAI,IAAI,CAAC,EAAE,IAAI,IAAI;oBAAE,MAAM,IAAI,KAAK,CAAC,iCAAiC,CAAC,CAAC;gBACxE,MAAM,YAAY,GAAG,OAAO,CAAC,4BAA4B,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACnE,OAAO;oBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,8BAA8B,YAAY,CAAC,EAAE,GAAG,EAAE,CAAC;oBACnF,OAAO,EAAE,YAAY;iBACtB,CAAC;YACJ,CAAC;YAED,MAAM,aAAa,GAAG,OAAO,CAAC,sBAAsB,EAAE,CAAC;YACvD,IAAI,aAAa,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBAC/B,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,uBAAuB,EAAE,CAAC,EAAE,OAAO,EAAE,EAAE,EAAE,CAAC;YACrF,CAAC;YACD,MAAM,KAAK,GAAG,CAAC,mBAAmB,EAAE,EAAE,CAAC,CAAC;YACxC,KAAK,MAAM,YAAY,IAAI,aAAa,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,CAAC;gBACtD,KAAK,CAAC,IAAI,CAAC,MAAM,YAAY,CAAC,EAAE,KAAK,YAAY,CAAC,MAAM,KAAK,YAAY,CAAC,KAAK,EAAE,CAAC,CAAC;YACrF,CAAC;YACD,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,EAAE,OAAO,EAAE,aAAa,EAAE,CAAC;QACzF,CAAC;gBAAS,CAAC;YACT,EAAE,CAAC,KAAK,EAAE,CAAC;QACb,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/portfolio/predictions.d.ts

@@ -1,5 +1,7 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
 export interface Prediction {
+    id?: number;
+    instrumentId?: number;
     symbol: string;
     direction: "bullish" | "bearish" | "neutral";
     conviction: number;
@@ -21,10 +23,13 @@ export interface PredictionCheckResult {
         direction: string;
         conviction: number;
         entryPrice: number;
-        currentPrice: number;
-        pnlPercent: number;
+        targetPrice?: number;
+        currentPrice: number | null;
+        pnlPercent: number | null;
         correct: boolean;
         status: "open" | "resolved";
+        targetHit?: boolean;
+        dataGap?: string;
     }>;
 }
 export declare function recordPrediction(params: {
@@ -34,16 +39,17 @@ export declare function recordPrediction(params: {
     entryPrice: number;
     targetPrice?: number;
     timeframeDays: number;
-}): Prediction;
+}): Promise<Prediction>;
 export declare function checkPredictions(predictions: Prediction[], currentPrices: Map<string, number>, now?: Date): PredictionCheckResult;
 declare const params: import("@sinclair/typebox").TObject<{
-    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"record">, import("@sinclair/typebox").TLiteral<"check">]>;
+    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"record">, import("@sinclair/typebox").TLiteral<"check">, import("@sinclair/typebox").TLiteral<"cancel">]>;
+    id: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
     symbol: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
     direction: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"bullish">, import("@sinclair/typebox").TLiteral<"bearish">, import("@sinclair/typebox").TLiteral<"neutral">]>>;
-    conviction: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
+    conviction: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
     entry_price: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
     target_price: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
-    timeframe_days: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
+    timeframe_days: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
 }>;
 export declare const predictionsTool: AgentTool<typeof params>;
 export {};