opencandle 0.5.0 → 0.7.0

package/dist/tools/technical/backtest.js.map

@@ -1 +1 @@
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package/dist/tools/technical/indicators.js

@@ -1,6 +1,6 @@
 import { Type } from "@sinclair/typebox";
-import { getHistory } from "../../providers/yahoo-finance.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
+import { getHistory } from "../../providers/yahoo-finance.js";
 // --- Volume-based indicators ---
 export function computeOBV(bars) {
     const obv = [0];
@@ -44,7 +44,12 @@ export const technicalIndicatorsTool = {
         const result = await wrapProvider("yahoo", () => getHistory(symbol, range, "1d"));
         if (result.status === "unavailable") {
             return {
-                content: [{ type: "text", text: `⚠ Technical indicators unavailable for ${symbol} (${result.reason}).` }],
+                content: [
+                    {
+                        type: "text",
+                        text: `⚠ Technical indicators unavailable for ${symbol} (${result.reason}).`,
+                    },
+                ],
                 details: null,
             };
         }
@@ -52,7 +57,12 @@ export const technicalIndicatorsTool = {
         const closes = bars.map((b) => b.close);
         if (closes.length < 26) {
             return {
-                content: [{ type: "text", text: `Insufficient data for ${symbol} (need 26+ bars, got ${closes.length})` }],
+                content: [
+                    {
+                        type: "text",
+                        text: `Insufficient data for ${symbol} (need 26+ bars, got ${closes.length})`,
+                    },
+                ],
                 details: null,
             };
         }
@@ -69,7 +79,9 @@ export const technicalIndicatorsTool = {
         const latestBB = bb[bb.length - 1];
         const latestVwap = vwap[vwap.length - 1];
         const obvTrend = obv.length >= 20
-            ? (obv[obv.length - 1] > obv[obv.length - 20] ? "Rising" : "Falling")
+            ? obv[obv.length - 1] > obv[obv.length - 20]
+                ? "Rising"
+                : "Falling"
             : "N/A";
         const lines = [
             `**${symbol} Technical Analysis** (${bars[0].date} to ${bars[bars.length - 1].date})`,
@@ -90,7 +102,13 @@ export const technicalIndicatorsTool = {
                 range,
                 prices: closes,
                 dates: bars.map((b) => b.date),
-                sma20, sma50, rsi, macd, bb, obv, vwap,
+                sma20,
+                sma50,
+                rsi,
+                macd,
+                bb,
+                obv,
+                vwap,
             },
         };
     },

package/dist/tools/technical/indicators.js.map

@@ -1 +1 @@
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package/dist/types/index.d.ts

@@ -1,10 +1,10 @@
-export type { StockQuote, OHLCV, CryptoPrice } from "./market.js";
 export type { CompanyOverview, EarningsData, FinancialStatement } from "./fundamentals.js";
 export type { FredObservation, FredSeries } from "./macro.js";
 export { FRED_SERIES } from "./macro.js";
+export type { CryptoPrice, OHLCV, StockQuote } from "./market.js";
 export type { Greeks, OptionContract, OptionsChain } from "./options.js";
-export type { Position, PortfolioSummary, RiskMetrics, TechnicalIndicators } from "./portfolio.js";
-export type { FearGreedData, RedditSentimentResult, WebSearchResult, WebSearchEnvelope } from "./sentiment.js";
+export type { PortfolioSummary, Position, RiskMetrics, TechnicalIndicators } from "./portfolio.js";
+export type { FearGreedData, RedditSentimentResult, WebSearchEnvelope, WebSearchResult, } from "./sentiment.js";
 /**
  * Handler for `ask_user` tool invocations in non-UI contexts (e.g. test harness).
  * When provided to `createOpenCandleSession`, the ask-user tool calls this handler

package/dist/types/index.js.map

@@ -1 +1 @@
-{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/types/index.ts"],"names":[],"mappings":"AAGA,OAAO,EAAE,WAAW,EAAE,MAAM,YAAY,CAAC"}
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/types/index.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,WAAW,EAAE,MAAM,YAAY,CAAC"}

package/dist/types/market.d.ts

@@ -13,6 +13,7 @@ export interface StockQuote {
     week52High: number;
     week52Low: number;
     timestamp: number;
+    currency?: string | null;
 }
 export interface OHLCV {
     date: string;

package/dist/types/portfolio.d.ts

@@ -2,20 +2,30 @@ export interface Position {
     symbol: string;
     shares: number;
     avgCost: number;
+    currency: string;
     addedAt: string;
 }
 export interface PortfolioSummary {
     positions: Array<Position & {
-        currentPrice: number;
-        marketValue: number;
+        currentPrice: number | null;
+        marketValue: number | null;
         totalCost: number;
-        pnl: number;
-        pnlPercent: number;
+        pnl: number | null;
+        pnlPercent: number | null;
+        includedInTotals: boolean;
+        quoteStatus?: "ok" | "unavailable";
+        exclusionReason?: string;
     }>;
+    baseCurrency: string;
     totalValue: number;
     totalCost: number;
     totalPnl: number;
     totalPnlPercent: number;
+    excludedFromTotals: Array<{
+        symbol: string;
+        currency: string;
+        reason: string;
+    }>;
 }
 export interface RiskMetrics {
     symbol: string;

package/dist/types/sentiment.d.ts

@@ -1,3 +1,4 @@
+import type { SentinelRecord } from "../sentiment/types.js";
 export interface FearGreedData {
     value: number;
     label: string;
@@ -17,6 +18,54 @@ export interface TwitterTweet {
     url: string;
     created: string;
 }
+export type SentimentInsightMethod = "deterministic-keyword-v1" | "llm";
+export type SentimentConfidenceLevel = "low" | "medium" | "high";
+export interface SentimentInsightConfidence {
+    level: SentimentConfidenceLevel;
+    score: number;
+    reasons: string[];
+}
+export interface SentimentInsightDriver {
+    label: string;
+    count: number;
+    polarity: "positive" | "negative" | "mixed";
+    terms: string[];
+    sourceIds: string[];
+}
+export interface SentimentRepresentativeItem {
+    source: "twitter" | "reddit" | "web" | "finnhub" | "aggregate";
+    sourceId: string;
+    title: string | null;
+    excerpt: string;
+    url: string | null;
+    author: string | null;
+    publishedAt: string | null;
+    engagement: number | null;
+    score: number;
+    matchedTerms: string[];
+    metadata?: Record<string, unknown>;
+}
+export interface SentimentSourceCoverage {
+    sources: string[];
+    counts: Record<string, number>;
+    missingSources?: string[];
+    notes?: string[];
+}
+export interface SentimentInsight {
+    label: string;
+    score: number;
+    sampleSize: number;
+    scoredSampleSize: number;
+    confidence: SentimentInsightConfidence;
+    positiveDrivers: SentimentInsightDriver[];
+    negativeDrivers: SentimentInsightDriver[];
+    mixedDrivers: SentimentInsightDriver[];
+    notableClaims: string[];
+    representativeItems: SentimentRepresentativeItem[];
+    sourceCoverage: SentimentSourceCoverage;
+    caveats: string[];
+    method: SentimentInsightMethod;
+}
 export interface TwitterSentimentResult {
     query: string;
     tweetCount: number;
@@ -26,6 +75,7 @@ export interface TwitterSentimentResult {
     bearishCount: number;
     topMentions: string[];
     fetchedAt: string;
+    insight?: SentimentInsight;
 }
 export interface WebSearchResult {
     title: string;
@@ -62,4 +112,6 @@ export interface RedditSentimentResult {
     bullishCount: number;
     bearishCount: number;
     fetchedAt: string;
+    insight?: SentimentInsight;
+    records?: SentinelRecord[];
 }

package/dist/workflows/compare-assets.d.ts

@@ -1,6 +1,3 @@
 import type { CompareAssetsSlots, SlotResolution } from "../routing/types.js";
-import type { WorkflowPlan } from "./types.js";
 import type { WorkflowDefinition } from "../runtime/prompt-step.js";
 export declare function buildCompareAssetsWorkflowDefinition(resolution: SlotResolution<CompareAssetsSlots>): WorkflowDefinition;
-/** @deprecated Use buildCompareAssetsWorkflowDefinition instead */
-export declare function buildCompareAssetsWorkflow(resolution: SlotResolution<CompareAssetsSlots>): WorkflowPlan;

package/dist/workflows/compare-assets.js

@@ -1,4 +1,6 @@
 import { buildCompareAssetsPrompt } from "../prompts/workflow-prompts.js";
+import { areLikelyFundOrIndexSymbols, isFundOrIndexAssetScope } from "../routing/fund-symbols.js";
+import { isLongInvestmentHorizon } from "../routing/horizon.js";
 import { promptStep } from "../runtime/prompt-step.js";
 export function buildCompareAssetsWorkflowDefinition(resolution) {
     const symbols = resolution.resolved.symbols.join(", ");
@@ -6,11 +8,16 @@ export function buildCompareAssetsWorkflowDefinition(resolution) {
     const isMacroHedge = resolution.resolved.metrics?.includes("macro_hedge") ?? false;
     const isInterestRateSensitive = resolution.resolved.metrics?.includes("interest_rates") ?? false;
     const isOverlapComparison = resolution.resolved.metrics?.includes("overlap") ?? false;
+    const hasFundContext = isFundOrIndexAssetScope(resolution.resolved.assetScope) ||
+        areLikelyFundOrIndexSymbols(resolution.resolved.symbols);
+    const shouldProbeFundOverlap = !isOverlapComparison && isLongInvestmentHorizon(timeHorizon) && hasFundContext;
     const evidenceList = resolution.resolved.metrics?.includes("sentiment")
         ? "price, technical, risk, and sentiment data"
         : isOverlapComparison
             ? "quote, holdings-overlap, and correlation data"
-            : "price, technical, and risk data";
+            : shouldProbeFundOverlap
+                ? "price, technical, risk, correlation, and holdings-overlap data when applicable"
+                : "price, technical, and risk data";
     const horizonGuidance = timeHorizon
         ? `
 - Start by directly answering whether these assets are reasonable to compare for a ${timeHorizon} horizon.
@@ -34,10 +41,20 @@ export function buildCompareAssetsWorkflowDefinition(resolution) {
 - For ETF overlap prompts, synthesize the holdings-overlap and shared-exposure evidence first, with correlation only as supporting diversification context.
 - State the diversification implication directly: deliberate factor tilt, accidental duplication, or genuinely differentiated exposure.
 - If provider holdings coverage was partial or unavailable, say that before giving the practical next step.`
-        : "";
+        : shouldProbeFundOverlap
+            ? `
+- If these assets are ETFs, funds, or index products, synthesize holdings-overlap and shared-exposure evidence before correlation when that provider evidence is available.
+- Compare fund role, broad style or sector tilt, dividend/income versus growth tradeoffs, taxable-account dividend drag, and any fetched expense ratio, yield, or AUM evidence.
+- If expense ratio, yield, AUM, or constituent detail is unavailable, name that verification gap instead of filling it with approximate fund facts.
+- If provider holdings coverage was partial or unavailable, say that before giving the practical next step.`
+            : "";
     const verdictInstruction = isOverlapComparison
         ? "End with a concise verdict on whether the added fund improves diversification or mostly duplicates existing exposure."
-        : "End with a concise verdict on which asset looks strongest right now and why.";
+        : shouldProbeFundOverlap
+            ? "End with a concise verdict tied to the user's horizon, fund roles, and diversification needs rather than short-term timing."
+            : timeHorizon
+                ? `End with a concise verdict on which asset best fits the ${timeHorizon} horizon and why.`
+                : "End with a concise verdict on which asset looks strongest right now and why.";
     return {
         workflowType: "compare_assets",
         steps: [
@@ -55,12 +72,4 @@ export function buildCompareAssetsWorkflowDefinition(resolution) {
         ],
     };
 }
-/** @deprecated Use buildCompareAssetsWorkflowDefinition instead */
-export function buildCompareAssetsWorkflow(resolution) {
-    const def = buildCompareAssetsWorkflowDefinition(resolution);
-    return {
-        initialPrompt: def.steps[0].prompt,
-        followUps: def.steps.slice(1).map((s) => s.prompt),
-    };
-}
 //# sourceMappingURL=compare-assets.js.map

package/dist/workflows/compare-assets.js.map

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package/dist/workflows/index.d.ts

@@ -1,4 +1,3 @@
-export { buildPortfolioWorkflow, buildPortfolioWorkflowDefinition } from "./portfolio-builder.js";
-export { buildCompareAssetsWorkflow, buildCompareAssetsWorkflowDefinition } from "./compare-assets.js";
-export { buildOptionsScreenerWorkflow, buildOptionsScreenerWorkflowDefinition } from "./options-screener.js";
-export type { WorkflowPlan } from "./types.js";
+export { buildCompareAssetsWorkflowDefinition } from "./compare-assets.js";
+export { buildOptionsScreenerWorkflowDefinition } from "./options-screener.js";
+export { buildPortfolioWorkflowDefinition } from "./portfolio-builder.js";

package/dist/workflows/index.js

@@ -1,4 +1,4 @@
-export { buildPortfolioWorkflow, buildPortfolioWorkflowDefinition } from "./portfolio-builder.js";
-export { buildCompareAssetsWorkflow, buildCompareAssetsWorkflowDefinition } from "./compare-assets.js";
-export { buildOptionsScreenerWorkflow, buildOptionsScreenerWorkflowDefinition } from "./options-screener.js";
+export { buildCompareAssetsWorkflowDefinition } from "./compare-assets.js";
+export { buildOptionsScreenerWorkflowDefinition } from "./options-screener.js";
+export { buildPortfolioWorkflowDefinition } from "./portfolio-builder.js";
 //# sourceMappingURL=index.js.map

package/dist/workflows/index.js.map

@@ -1 +1 @@
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package/dist/workflows/options-screener.d.ts

@@ -1,6 +1,3 @@
 import type { OptionsScreenerSlots, SlotResolution } from "../routing/types.js";
-import type { WorkflowPlan } from "./types.js";
 import type { WorkflowDefinition } from "../runtime/prompt-step.js";
 export declare function buildOptionsScreenerWorkflowDefinition(resolution: SlotResolution<OptionsScreenerSlots>): WorkflowDefinition;
-/** @deprecated Use buildOptionsScreenerWorkflowDefinition instead */
-export declare function buildOptionsScreenerWorkflow(resolution: SlotResolution<OptionsScreenerSlots>): WorkflowPlan;

package/dist/workflows/options-screener.js

@@ -5,9 +5,10 @@ export function buildOptionsScreenerWorkflowDefinition(resolution) {
     const isProtectivePutContext = s.optionStrategy === "protective_put";
     const contractType = s.direction === "bullish" && !isProtectivePutContext ? "calls" : "puts";
     const horizonPhrase = describeDteTarget(s.dteTarget);
-    const isCoveredCallContext = !isProtectivePutContext && (s.optionStrategy === "covered_call" ||
-        s.costBasis !== undefined ||
-        (s.catalystSymbols?.length ?? 0) > 0);
+    const isCoveredCallContext = !isProtectivePutContext &&
+        (s.optionStrategy === "covered_call" ||
+            s.costBasis !== undefined ||
+            (s.catalystSymbols?.length ?? 0) > 0);
     const rankingInstruction = isProtectivePutContext
         ? "Rank by protection per dollar of premium, expiration fit, moneyness, hedge floor, live liquidity, and premium as a percent of the stock position."
         : isCoveredCallContext
@@ -114,12 +115,4 @@ function describeDteTarget(dteTarget) {
         return `${plus[1]}+ day horizon`;
     return `${dteTarget} horizon`;
 }
-/** @deprecated Use buildOptionsScreenerWorkflowDefinition instead */
-export function buildOptionsScreenerWorkflow(resolution) {
-    const def = buildOptionsScreenerWorkflowDefinition(resolution);
-    return {
-        initialPrompt: def.steps[0].prompt,
-        followUps: def.steps.slice(1).map((s) => s.prompt),
-    };
-}
 //# sourceMappingURL=options-screener.js.map

package/dist/workflows/options-screener.js.map

@@ -1 +1 @@
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package/dist/workflows/portfolio-builder.d.ts

@@ -1,6 +1,3 @@
 import type { PortfolioSlots, SlotResolution } from "../routing/types.js";
-import type { WorkflowPlan } from "./types.js";
 import type { WorkflowDefinition } from "../runtime/prompt-step.js";
 export declare function buildPortfolioWorkflowDefinition(resolution: SlotResolution<PortfolioSlots>): WorkflowDefinition;
-/** @deprecated Use buildPortfolioWorkflowDefinition instead */
-export declare function buildPortfolioWorkflow(resolution: SlotResolution<PortfolioSlots>): WorkflowPlan;

package/dist/workflows/portfolio-builder.js

@@ -40,12 +40,4 @@ Length constraints:
         ],
     };
 }
-/** @deprecated Use buildPortfolioWorkflowDefinition instead */
-export function buildPortfolioWorkflow(resolution) {
-    const def = buildPortfolioWorkflowDefinition(resolution);
-    return {
-        initialPrompt: def.steps[0].prompt,
-        followUps: def.steps.slice(1).map((s) => s.prompt),
-    };
-}
 //# sourceMappingURL=portfolio-builder.js.map

package/dist/workflows/portfolio-builder.js.map

@@ -1 +1 @@
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package/gui/server/ask-user-bridge.ts

@@ -59,7 +59,7 @@ export function createAskUserBridge({
     const prompt: GuiAskUserPrompt = {
       ...item.prompt,
       status: result.cancelled ? "cancelled" : "answered",
-      answer: result.cancelled ? null : result.answer ?? null,
+      answer: result.cancelled ? null : (result.answer ?? null),
     };
     prompts.set(id, prompt);
     broadcast({ type: "ask_user.resolved", prompt });

package/gui/server/automation-heartbeat.ts

@@ -0,0 +1,97 @@
+import { runLocalAutomationHeartbeat } from "../../src/market-state/local-automation-service.js";
+import { initDefaultDatabase } from "../../src/memory/sqlite.js";
+
+export const DEFAULT_AUTOMATION_HEARTBEAT_MS = 60_000;
+export const MIN_AUTOMATION_HEARTBEAT_MS = 5_000;
+
+export function normalizeAutomationHeartbeatMs(raw: string | undefined): number {
+  if (raw == null || raw.trim() === "") return DEFAULT_AUTOMATION_HEARTBEAT_MS;
+  const parsed = Number(raw);
+  if (!Number.isFinite(parsed) || parsed < MIN_AUTOMATION_HEARTBEAT_MS)
+    return DEFAULT_AUTOMATION_HEARTBEAT_MS;
+  return Math.floor(parsed);
+}
+
+export function createAutomationHeartbeatRunner(
+  run: (checkAlerts: boolean) => Promise<void>,
+): (checkAlerts: boolean) => Promise<boolean> {
+  let inFlight = false;
+  return async (checkAlerts: boolean) => {
+    if (inFlight) return false;
+    inFlight = true;
+    try {
+      await run(checkAlerts);
+      return true;
+    } finally {
+      inFlight = false;
+    }
+  };
+}
+
+type IntervalHandle = ReturnType<typeof setInterval>;
+type SetIntervalFn = (callback: () => void, ms: number) => IntervalHandle;
+type ClearIntervalFn = (handle: IntervalHandle) => void;
+
+export interface LocalAutomationHeartbeat {
+  start(): void;
+  stop(): void;
+}
+
+export interface LocalAutomationHeartbeatOptions {
+  role: string;
+  getSessionId: () => string;
+  intervalMs: number;
+  initDatabase?: typeof initDefaultDatabase;
+  runHeartbeat?: typeof runLocalAutomationHeartbeat;
+  setIntervalFn?: SetIntervalFn;
+  clearIntervalFn?: ClearIntervalFn;
+  warn?: (message: string) => void;
+}
+
+export function createLocalAutomationHeartbeat({
+  role,
+  getSessionId,
+  intervalMs,
+  initDatabase = initDefaultDatabase,
+  runHeartbeat = runLocalAutomationHeartbeat,
+  setIntervalFn = setInterval,
+  clearIntervalFn = clearInterval,
+  warn = (message) => console.warn(message),
+}: LocalAutomationHeartbeatOptions): LocalAutomationHeartbeat {
+  let automationHeartbeat: IntervalHandle | null = null;
+
+  async function executeGuiAutomationHeartbeat(checkAlerts: boolean): Promise<void> {
+    const db = initDatabase();
+    try {
+      await runHeartbeat(db, {
+        ownerId: `gui:${getSessionId()}`,
+        ownerKind: "writer",
+        ttlSeconds: Math.max(90, Math.ceil((intervalMs * 2) / 1000)),
+        checkAlerts,
+      });
+    } catch (error) {
+      warn(
+        `Local automation heartbeat failed: ${error instanceof Error ? error.message : String(error)}`,
+      );
+    } finally {
+      db.close();
+    }
+  }
+
+  const runGuiAutomationHeartbeat = createAutomationHeartbeatRunner(executeGuiAutomationHeartbeat);
+
+  function start(): void {
+    if (role !== "writer") return;
+    void runGuiAutomationHeartbeat(true);
+    automationHeartbeat = setIntervalFn(() => void runGuiAutomationHeartbeat(true), intervalMs);
+  }
+
+  function stop(): void {
+    if (automationHeartbeat) {
+      clearIntervalFn(automationHeartbeat);
+      automationHeartbeat = null;
+    }
+  }
+
+  return { start, stop };
+}