opencandle 0.5.0 → 0.7.0

package/dist/tools/portfolio/watchlist.js

@@ -1,133 +1,233 @@
 import { Type } from "@sinclair/typebox";
-import { readFileSync, writeFileSync, existsSync } from "node:fs";
-import { getQuote } from "../../providers/yahoo-finance.js";
+import { isZeroFilledQuote } from "../../market-state/resolve.js";
+import { resolveInstrumentForMutation } from "../../market-state/resolve-for-mutation.js";
+import { MarketStateService } from "../../market-state/service.js";
+import { initDefaultDatabase } from "../../memory/sqlite.js";
+import { getQuotes } from "../../providers/tradingview.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
-import { ensureParentDir, getWatchlistPath } from "../../infra/opencandle-paths.js";
-function loadWatchlist() {
-    const watchlistPath = getWatchlistPath();
-    if (!existsSync(watchlistPath))
-        return [];
-    try {
-        return JSON.parse(readFileSync(watchlistPath, "utf-8"));
-    }
-    catch {
-        return [];
-    }
-}
-function saveWatchlist(items) {
-    const watchlistPath = getWatchlistPath();
-    ensureParentDir(watchlistPath);
-    writeFileSync(watchlistPath, JSON.stringify(items, null, 2));
-}
+import { getQuote } from "../../providers/yahoo-finance.js";
 const params = Type.Object({
-    action: Type.Union([Type.Literal("add"), Type.Literal("remove"), Type.Literal("check")], { description: "One of: 'add', 'remove', or 'check'" }),
+    action: Type.Union([Type.Literal("add"), Type.Literal("update"), Type.Literal("remove"), Type.Literal("check")], { description: "One of: 'add', 'update', 'remove', or 'check'" }),
     symbol: Type.Optional(Type.String({ description: "Ticker symbol (required for add/remove)" })),
-    target_price: Type.Optional(Type.Number({ description: "Alert when price rises above this level" })),
-    stop_price: Type.Optional(Type.Number({ description: "Alert when price falls below this level" })),
-    notes: Type.Optional(Type.String({ description: "Optional notes for why you're watching this" })),
+    target_price: Type.Optional(Type.Union([
+        Type.Number({ description: "Alert when price rises above this level" }),
+        Type.Null({ description: "Clear the existing target price during update" }),
+    ])),
+    stop_price: Type.Optional(Type.Union([
+        Type.Number({ description: "Alert when price falls below this level" }),
+        Type.Null({ description: "Clear the existing stop price during update" }),
+    ])),
+    notes: Type.Optional(Type.Union([
+        Type.String({ description: "Optional notes for why you're watching this" }),
+        Type.Null({ description: "Clear existing notes during update" }),
+    ])),
+    thesis: Type.Optional(Type.Union([
+        Type.String({ description: "Optional thesis for why you're watching this" }),
+        Type.Null({ description: "Clear the existing thesis during update" }),
+    ])),
+    tags: Type.Optional(Type.Array(Type.String(), { description: "Optional tags for organizing the watchlist item" })),
 });
 export const watchlistTool = {
     name: "manage_watchlist",
     label: "Watchlist",
-    description: "Manage your watchlist of stocks and crypto. Add symbols with optional target and stop prices, remove symbols, or check current prices against your alert levels. Data persisted to ~/.opencandle/watchlist.json.",
+    description: "Manage your watchlist of stocks and crypto. Add symbols with optional target and stop prices, remove symbols, or check current prices against your watchlist levels.",
     parameters: params,
     async execute(_toolCallId, args) {
-        const items = loadWatchlist();
-        if (args.action === "add") {
-            if (!args.symbol) {
-                throw new Error("symbol is required for add action.");
-            }
-            const symbol = args.symbol.toUpperCase();
-            const existing = items.findIndex((i) => i.symbol === symbol);
-            const item = {
-                symbol,
-                addedAt: new Date().toISOString(),
-                ...(args.target_price != null && { targetPrice: args.target_price }),
-                ...(args.stop_price != null && { stopPrice: args.stop_price }),
-                ...(args.notes != null && { notes: args.notes }),
-            };
-            if (existing >= 0) {
-                items[existing] = item;
+        const db = initDefaultDatabase();
+        const service = new MarketStateService(db);
+        try {
+            if (args.action === "add") {
+                if (!args.symbol) {
+                    throw new Error("symbol is required for add action.");
+                }
+                const instrument = await resolveInstrumentForMutation(args.symbol);
+                if (instrument.status === "needs_selection") {
+                    return {
+                        content: [
+                            {
+                                type: "text",
+                                text: `Could not verify ${instrument.query}. Choose one of the returned candidates before adding it to the watchlist.`,
+                            },
+                        ],
+                        details: instrument,
+                    };
+                }
+                const item = service.addWatchlistItem({
+                    instrument: instrument.instrument,
+                    targetPrice: args.target_price,
+                    stopPrice: args.stop_price,
+                    thesis: args.thesis,
+                    notes: args.notes,
+                    tags: args.tags,
+                });
+                const alerts = [];
+                if (args.target_price)
+                    alerts.push(`target: $${args.target_price}`);
+                if (args.stop_price)
+                    alerts.push(`stop: $${args.stop_price}`);
+                const alertStr = alerts.length > 0 ? ` (${alerts.join(", ")})` : "";
+                return {
+                    content: [{ type: "text", text: `Added ${item.symbol} to watchlist${alertStr}` }],
+                    details: item,
+                };
             }
-            else {
-                items.push(item);
+            if (args.action === "remove") {
+                if (!args.symbol) {
+                    throw new Error("symbol is required for remove action.");
+                }
+                const symbol = args.symbol.toUpperCase();
+                if (!service.removeWatchlistItemBySymbol(symbol)) {
+                    return {
+                        content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                        details: null,
+                    };
+                }
+                return {
+                    content: [{ type: "text", text: `Removed ${symbol} from watchlist` }],
+                    details: null,
+                };
             }
-            saveWatchlist(items);
-            const alerts = [];
-            if (args.target_price)
-                alerts.push(`target: $${args.target_price}`);
-            if (args.stop_price)
-                alerts.push(`stop: $${args.stop_price}`);
-            const alertStr = alerts.length > 0 ? ` (${alerts.join(", ")})` : "";
-            return {
-                content: [{ type: "text", text: `Added ${symbol} to watchlist${alertStr}` }],
-                details: null,
-            };
-        }
-        if (args.action === "remove") {
-            if (!args.symbol) {
-                throw new Error("symbol is required for remove action.");
+            if (args.action === "update") {
+                if (!args.symbol) {
+                    throw new Error("symbol is required for update action.");
+                }
+                const symbol = args.symbol.toUpperCase();
+                const item = service.updateWatchlistItemBySymbol(symbol, {
+                    targetPrice: args.target_price,
+                    stopPrice: args.stop_price,
+                    notes: args.notes,
+                    thesis: args.thesis,
+                    tags: args.tags,
+                });
+                if (item == null) {
+                    return {
+                        content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                        details: null,
+                    };
+                }
+                return {
+                    content: [{ type: "text", text: `Updated ${item.symbol} in watchlist` }],
+                    details: item,
+                };
             }
-            const symbol = args.symbol.toUpperCase();
-            const idx = items.findIndex((i) => i.symbol === symbol);
-            if (idx === -1) {
+            const items = service.listWatchlistItems();
+            if (items.length === 0) {
                 return {
-                    content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                    content: [{ type: "text", text: "Watchlist is empty. Use add action to add symbols." }],
                     details: null,
                 };
             }
-            items.splice(idx, 1);
-            saveWatchlist(items);
+            const checks = await checkWatchlistPrices(items);
+            const alertItems = checks.filter((c) => c.alerts.length > 0);
+            const lines = [
+                `**Watchlist** — ${items.length} symbols${alertItems.length > 0 ? ` | ${alertItems.length} ALERT(S)` : ""}`,
+                "",
+            ];
+            const tradingViewCaveats = Array.from(new Set(checks
+                .filter((c) => c.sourceProvider === "tradingview")
+                .map((c) => c.dataCaveat ??
+                "TradingView scanner data may be delayed about 15 minutes and comes from an unofficial endpoint.")));
+            if (tradingViewCaveats.length > 0) {
+                lines.push(...tradingViewCaveats.map((caveat) => `Data caveat: ${caveat}`), "");
+            }
+            for (const c of checks) {
+                const alertStr = c.alerts.length > 0 ? ` ** ${c.alerts.join(" | ")} **` : "";
+                const statusStr = c.statuses.length > 0 ? ` | ${c.statuses.join(" | ")}` : "";
+                const targetStr = c.targetPrice ? ` | Target: $${c.targetPrice}` : "";
+                const stopStr = c.stopPrice ? ` | Stop: $${c.stopPrice}` : "";
+                const sourceStr = c.sourceProvider
+                    ? ` | Source: ${c.sourceProvider === "tradingview" ? "TradingView" : "Yahoo"}`
+                    : "";
+                const priceStr = typeof c.currentPrice === "number" ? `$${c.currentPrice.toFixed(2)}` : "Unavailable";
+                lines.push(`  ${c.symbol}: ${priceStr}${targetStr}${stopStr}${sourceStr}${statusStr}${alertStr}`);
+            }
+            return {
+                content: [{ type: "text", text: lines.join("\n") }],
+                details: { items: checks },
+            };
+        }
+        finally {
+            db.close();
+        }
+    },
+};
+async function checkWatchlistPrices(items) {
+    const tradingViewSymbols = items
+        .map((item) => item.symbol)
+        .filter((symbol) => !shouldSkipTradingView(symbol));
+    const tradingViewQuotes = new Map();
+    if (tradingViewSymbols.length > 0) {
+        const result = await wrapProvider("tradingview", () => getQuotes(tradingViewSymbols));
+        if (result.status === "ok" && result.data.length > 0) {
+            for (const quote of result.data) {
+                tradingViewQuotes.set(quote.requestedSymbol.toUpperCase(), {
+                    ...quote,
+                    dataCaveat: result.stale
+                        ? `cached TradingView data from ${result.timestamp}; ${quote.dataCaveat}`
+                        : quote.dataCaveat,
+                });
+            }
+        }
+    }
+    return Promise.all(items.map(async (item) => {
+        const tradingViewQuote = tradingViewQuotes.get(item.symbol.toUpperCase());
+        if (tradingViewQuote) {
+            return buildCheckResult(item, tradingViewQuote.price, "tradingview", tradingViewQuote.dataCaveat);
+        }
+        const result = await wrapProvider("yahoo", () => getQuote(item.symbol));
+        if (result.status === "unavailable") {
             return {
-                content: [{ type: "text", text: `Removed ${symbol} from watchlist` }],
-                details: null,
+                ...item,
+                currentPrice: null,
+                alerts: [`UNAVAILABLE: ${result.reason}`],
+                statuses: [],
             };
         }
-        // Check action
-        if (items.length === 0) {
+        if (result.stale) {
             return {
-                content: [{ type: "text", text: "Watchlist is empty. Use add action to add symbols." }],
-                details: null,
+                ...item,
+                currentPrice: null,
+                alerts: ["UNAVAILABLE: provider returned stale market data"],
+                statuses: [],
             };
         }
-        const checks = await Promise.all(items.map(async (item) => {
-            const result = await wrapProvider("yahoo", () => getQuote(item.symbol));
-            if (result.status === "unavailable") {
-                return { ...item, currentPrice: 0, alerts: [`UNAVAILABLE: ${result.reason}`], statuses: [] };
-            }
-            const quote = result.data;
-            const alerts = [];
-            const statuses = [];
-            if (item.targetPrice && quote.price >= item.targetPrice) {
-                alerts.push(`TARGET HIT: $${quote.price.toFixed(2)} >= $${item.targetPrice}`);
-            }
-            else if (item.targetPrice) {
-                statuses.push(`Target pending: $${quote.price.toFixed(2)} < $${item.targetPrice}`);
-            }
-            if (item.stopPrice && quote.price <= item.stopPrice) {
-                alerts.push(`STOP ALERT: $${quote.price.toFixed(2)} fell below $${item.stopPrice}`);
-            }
-            else if (item.stopPrice) {
-                statuses.push(`Stop OK: $${quote.price.toFixed(2)} > $${item.stopPrice}`);
-            }
-            return { ...item, currentPrice: quote.price, alerts, statuses };
-        }));
-        const alertItems = checks.filter((c) => c.alerts.length > 0);
-        const lines = [
-            `**Watchlist** — ${items.length} symbols${alertItems.length > 0 ? ` | ${alertItems.length} ALERT(S)` : ""}`,
-            "",
-        ];
-        for (const c of checks) {
-            const alertStr = c.alerts.length > 0 ? ` ** ${c.alerts.join(" | ")} **` : "";
-            const statusStr = c.statuses.length > 0 ? ` | ${c.statuses.join(" | ")}` : "";
-            const targetStr = c.targetPrice ? ` | Target: $${c.targetPrice}` : "";
-            const stopStr = c.stopPrice ? ` | Stop: $${c.stopPrice}` : "";
-            lines.push(`  ${c.symbol}: $${c.currentPrice.toFixed(2)}${targetStr}${stopStr}${statusStr}${alertStr}`);
+        const quote = result.data;
+        if (isZeroFilledQuote(quote)) {
+            return {
+                ...item,
+                currentPrice: null,
+                alerts: ["UNAVAILABLE: Yahoo returned no valid market data."],
+                statuses: [],
+            };
         }
-        return {
-            content: [{ type: "text", text: lines.join("\n") }],
-            details: { items: checks },
-        };
-    },
-};
+        return buildCheckResult(item, quote.price, "yahoo");
+    }));
+}
+function buildCheckResult(item, price, sourceProvider, dataCaveat) {
+    const alerts = [];
+    const statuses = [];
+    if (item.targetPrice && price >= item.targetPrice) {
+        alerts.push(`TARGET HIT: $${price.toFixed(2)} >= $${item.targetPrice}`);
+    }
+    else if (item.targetPrice) {
+        statuses.push(`Target pending: $${price.toFixed(2)} < $${item.targetPrice}`);
+    }
+    if (item.stopPrice && price <= item.stopPrice) {
+        alerts.push(`STOP ALERT: $${price.toFixed(2)} fell below $${item.stopPrice}`);
+    }
+    else if (item.stopPrice) {
+        statuses.push(`Stop OK: $${price.toFixed(2)} > $${item.stopPrice}`);
+    }
+    return {
+        ...item,
+        currentPrice: price,
+        alerts,
+        statuses,
+        sourceProvider,
+        dataCaveat,
+    };
+}
+function shouldSkipTradingView(symbol) {
+    return /(?:-USD|\.(?:TO|DE|T|L|HK))$/i.test(symbol.trim());
+}
 //# sourceMappingURL=watchlist.js.map

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

@@ -1 +1 @@
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package/dist/tools/sentiment/insight-format.d.ts

@@ -0,0 +1,2 @@
+import type { SentimentInsight } from "../../types/sentiment.js";
+export declare function formatInsightSection(insight: SentimentInsight): string[];

package/dist/tools/sentiment/insight-format.js

@@ -0,0 +1,36 @@
+import { renderUntrustedText } from "./untrusted-text.js";
+export function formatInsightSection(insight) {
+    const lines = [];
+    lines.push("");
+    lines.push("Findings:");
+    lines.push(`- Overall: ${insight.label} (${formatSigned(insight.score)}) from ${insight.sampleSize} records; ${insight.scoredSampleSize} had keyword sentiment evidence.`);
+    lines.push(`- Confidence: ${insight.confidence.level} (${insight.confidence.score.toFixed(2)})${insight.confidence.reasons.length > 0 ? ` — ${insight.confidence.reasons.join("; ")}` : ""}`);
+    appendDrivers(lines, "Positive drivers", insight.positiveDrivers);
+    appendDrivers(lines, "Negative drivers", insight.negativeDrivers);
+    appendDrivers(lines, "Mixed drivers", insight.mixedDrivers);
+    if (insight.caveats.length > 0) {
+        lines.push(`- Caveats: ${insight.caveats.join("; ")}`);
+    }
+    if (insight.notableClaims.length > 0) {
+        lines.push("- Notable source claims:");
+        for (const claim of insight.notableClaims.slice(0, 3)) {
+            lines.push(`  - ${renderUntrustedText(claim, 140)}`);
+        }
+    }
+    if (insight.representativeItems.length > 0) {
+        lines.push(`- Representative evidence preview: ${insight.representativeItems.length} shown from ${insight.scoredSampleSize} scored records (${insight.sampleSize} total records).`);
+    }
+    return lines;
+}
+function appendDrivers(lines, label, drivers) {
+    if (drivers.length === 0)
+        return;
+    const rendered = drivers
+        .map((driver) => `${renderUntrustedText(driver.label, 60)} (${driver.count})`)
+        .join(", ");
+    lines.push(`- ${label}: ${rendered}`);
+}
+function formatSigned(value) {
+    return `${value >= 0 ? "+" : ""}${value.toFixed(2)}`;
+}
+//# sourceMappingURL=insight-format.js.map

package/dist/tools/sentiment/insight-format.js.map

@@ -0,0 +1 @@
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package/dist/tools/sentiment/query-match.d.ts

@@ -0,0 +1,3 @@
+import type { SentinelRecord } from "../../sentiment/types.js";
+export declare function sentimentQueryTerms(query: string): string[];
+export declare function recordMatchesSentimentQuery(record: SentinelRecord, terms: readonly string[]): boolean;

package/dist/tools/sentiment/query-match.js

@@ -0,0 +1,113 @@
+import { extractEntities } from "../../routing/entity-extractor.js";
+const STOP_TERMS = new Set([
+    "about",
+    "around",
+    "are",
+    "from",
+    "how",
+    "is",
+    "latest",
+    "mood",
+    "now",
+    "on",
+    "or",
+    "people",
+    "reddit",
+    "retail",
+    "right",
+    "say",
+    "saying",
+    "says",
+    "sentiment",
+    "social",
+    "stock",
+    "stocks",
+    "talking",
+    "the",
+    "think",
+    "thinking",
+    "to",
+    "tweet",
+    "tweets",
+    "twitter",
+    "what",
+    "with",
+]);
+export function sentimentQueryTerms(query) {
+    const hasSp500 = /\bs\s*&\s*p\s*500\b/i.test(query) || /\bspx\b/i.test(query);
+    const symbols = hasSp500
+        ? ["sp500"]
+        : extractEntities(query).symbols.map((symbol) => symbol.toLowerCase());
+    const punctuationTerms = [...query.toLowerCase().matchAll(/\b([a-z])\s*[&/]\s*([a-z])\b/g)].map((match) => `${match[1]}${match[2]}`);
+    const terms = query.toLowerCase().match(/[a-z0-9]{2,}/g);
+    if (!terms) {
+        if (punctuationTerms.length > 0)
+            return [...new Set(punctuationTerms)];
+        const compact = query.toLowerCase().replace(/[^a-z0-9]/g, "");
+        if (compact.length >= 2)
+            return [compact];
+        return query.trim().length > 0 ? [query.trim().toLowerCase()] : [];
+    }
+    const stopTerms = hasSp500 ? new Set([...STOP_TERMS, "sp", "spx", "500"]) : STOP_TERMS;
+    const filtered = [
+        ...new Set([...punctuationTerms, ...terms.filter((term) => !stopTerms.has(term))]),
+    ].slice(0, 6);
+    if (symbols.length > 0) {
+        return [
+            ...new Set([
+                ...symbols,
+                ...filtered.filter((term) => !symbols.some((symbol) => symbol.startsWith(term))),
+            ]),
+        ].slice(0, 6);
+    }
+    if (filtered.length > 0)
+        return filtered;
+    return query.trim().length > 0 ? [query.trim().toLowerCase()] : [];
+}
+export function recordMatchesSentimentQuery(record, terms) {
+    if (terms.length === 0)
+        return true;
+    const text = `${record.title ?? ""}\n${record.text}`.toLowerCase();
+    const textTokens = new Set(text.match(/[a-z0-9]+/g) ?? []);
+    const metadataTokens = new Set();
+    const subreddit = record.metadata.subreddit;
+    if (typeof subreddit === "string") {
+        metadataTokens.add(subreddit.toLowerCase());
+        metadataTokens.add(subreddit.toLowerCase().replace(/^r\//, ""));
+    }
+    if (/\bs\s*&\s*p\s*500\b/i.test(text) || /\bspx\b/i.test(text))
+        textTokens.add("sp500");
+    for (const match of text.matchAll(/\b([a-z])\s*[&/]\s*([a-z])\b/g)) {
+        textTokens.add(`${match[1]}${match[2]}`);
+    }
+    for (const match of text.matchAll(/\b([a-z]{1,5})[.-]([a-z])\b/g)) {
+        textTokens.add(`${match[1]}${match[2]}`);
+    }
+    const tickerTokens = new Set();
+    for (const ticker of record.sentiment.tickers) {
+        const normalized = ticker.toLowerCase();
+        tickerTokens.add(normalized);
+        tickerTokens.add(normalized.replace(/[^a-z0-9]/g, ""));
+    }
+    const matchedTerms = terms.filter((term) => tickerTokens.has(term) || textTokens.has(term) || metadataTokens.has(term));
+    for (const term of terms) {
+        if (matchedTerms.includes(term) || !term.includes(" "))
+            continue;
+        if (text.includes(term))
+            matchedTerms.push(term);
+    }
+    for (const term of terms) {
+        if (matchedTerms.includes(term) || term.length < 4)
+            continue;
+        if (textTokens.has(`${term}s`)) {
+            matchedTerms.push(term);
+            continue;
+        }
+        if (term.endsWith("s") && textTokens.has(term.slice(0, -1))) {
+            matchedTerms.push(term);
+        }
+    }
+    const requiredMatches = terms.length > 1 ? 2 : 1;
+    return matchedTerms.length >= requiredMatches;
+}
+//# sourceMappingURL=query-match.js.map

package/dist/tools/sentiment/query-match.js.map

@@ -0,0 +1 @@
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package/dist/tools/sentiment/reddit-sentiment.d.ts

@@ -1,4 +1,5 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
+import type { AskUserHandler } from "../../types/index.js";
 import type { RedditSentimentResult } from "../../types/sentiment.js";
 declare const params: import("@sinclair/typebox").TObject<{
     subreddit: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
@@ -6,5 +7,15 @@ declare const params: import("@sinclair/typebox").TObject<{
     subreddits: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TArray<import("@sinclair/typebox").TString>>;
     limit: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
 }>;
-export declare const redditSentimentTool: AgentTool<typeof params, RedditSentimentResult>;
+interface RedditSentimentToolOptions {
+    askUserHandler?: AskUserHandler;
+}
+type RedditToolDetails = RedditSentimentResult | null;
+export declare function createRedditSentimentTool(options?: RedditSentimentToolOptions): AgentTool<typeof params, RedditToolDetails>;
+export declare const redditSentimentTool: AgentTool<import("@sinclair/typebox").TObject<{
+    subreddit: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
+    query: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
+    subreddits: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TArray<import("@sinclair/typebox").TString>>;
+    limit: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
+}>, RedditToolDetails>;
 export {};