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.
- package/README.md +170 -186
- package/dist/analysts/contracts.d.ts +1 -3
- package/dist/analysts/contracts.js +1 -11
- package/dist/analysts/contracts.js.map +1 -1
- package/dist/analysts/orchestrator.d.ts +1 -3
- package/dist/analysts/orchestrator.js +1 -26
- package/dist/analysts/orchestrator.js.map +1 -1
- package/dist/cli.js +66 -7
- package/dist/cli.js.map +1 -1
- package/dist/config.d.ts +13 -3
- package/dist/config.js +25 -5
- package/dist/config.js.map +1 -1
- package/dist/index.d.ts +1 -1
- package/dist/index.js +1 -1
- package/dist/index.js.map +1 -1
- package/dist/infra/cache.d.ts +8 -11
- package/dist/infra/cache.js +17 -15
- package/dist/infra/cache.js.map +1 -1
- package/dist/infra/http-client.d.ts +4 -1
- package/dist/infra/http-client.js +59 -6
- package/dist/infra/http-client.js.map +1 -1
- package/dist/infra/index.d.ts +2 -3
- package/dist/infra/index.js +2 -3
- package/dist/infra/index.js.map +1 -1
- package/dist/infra/native-dependencies.js +2 -2
- package/dist/infra/native-dependencies.js.map +1 -1
- package/dist/infra/node-version.js.map +1 -1
- package/dist/infra/opencandle-paths.d.ts +0 -3
- package/dist/infra/opencandle-paths.js +4 -11
- package/dist/infra/opencandle-paths.js.map +1 -1
- package/dist/infra/rate-limiter.js +12 -9
- package/dist/infra/rate-limiter.js.map +1 -1
- package/dist/market-state/alert-conditions.d.ts +34 -0
- package/dist/market-state/alert-conditions.js +23 -0
- package/dist/market-state/alert-conditions.js.map +1 -0
- package/dist/market-state/alert-runner.d.ts +55 -0
- package/dist/market-state/alert-runner.js +634 -0
- package/dist/market-state/alert-runner.js.map +1 -0
- package/dist/market-state/daily-report.d.ts +26 -0
- package/dist/market-state/daily-report.js +179 -0
- package/dist/market-state/daily-report.js.map +1 -0
- package/dist/market-state/local-automation-service.d.ts +25 -0
- package/dist/market-state/local-automation-service.js +119 -0
- package/dist/market-state/local-automation-service.js.map +1 -0
- package/dist/market-state/notification-delivery.d.ts +14 -0
- package/dist/market-state/notification-delivery.js +139 -0
- package/dist/market-state/notification-delivery.js.map +1 -0
- package/dist/market-state/resolve-for-mutation.d.ts +10 -0
- package/dist/market-state/resolve-for-mutation.js +15 -0
- package/dist/market-state/resolve-for-mutation.js.map +1 -0
- package/dist/market-state/resolve.d.ts +14 -0
- package/dist/market-state/resolve.js +89 -0
- package/dist/market-state/resolve.js.map +1 -0
- package/dist/market-state/service.d.ts +527 -0
- package/dist/market-state/service.js +1099 -0
- package/dist/market-state/service.js.map +1 -0
- package/dist/memory/index.d.ts +7 -7
- package/dist/memory/index.js +6 -6
- package/dist/memory/index.js.map +1 -1
- package/dist/memory/manager.js +11 -11
- package/dist/memory/manager.js.map +1 -1
- package/dist/memory/retrieval.js +7 -4
- package/dist/memory/retrieval.js.map +1 -1
- package/dist/memory/sqlite.js +385 -3
- package/dist/memory/sqlite.js.map +1 -1
- package/dist/memory/storage.js +1 -2
- package/dist/memory/storage.js.map +1 -1
- package/dist/memory/tool-defaults.js +64 -28
- package/dist/memory/tool-defaults.js.map +1 -1
- package/dist/memory/types.js.map +1 -1
- package/dist/monitor.d.ts +2 -0
- package/dist/monitor.js +104 -0
- package/dist/monitor.js.map +1 -0
- package/dist/onboarding/connect.d.ts +2 -2
- package/dist/onboarding/connect.js +13 -8
- package/dist/onboarding/connect.js.map +1 -1
- package/dist/onboarding/credential-interceptor.js +1 -1
- package/dist/onboarding/credential-interceptor.js.map +1 -1
- package/dist/onboarding/degradation-accumulator.js +1 -3
- package/dist/onboarding/degradation-accumulator.js.map +1 -1
- package/dist/onboarding/provider-status.d.ts +48 -0
- package/dist/onboarding/provider-status.js +285 -0
- package/dist/onboarding/provider-status.js.map +1 -0
- package/dist/onboarding/providers.d.ts +85 -8
- package/dist/onboarding/providers.js +83 -18
- package/dist/onboarding/providers.js.map +1 -1
- package/dist/onboarding/state.d.ts +1 -0
- package/dist/onboarding/state.js +5 -0
- package/dist/onboarding/state.js.map +1 -1
- package/dist/onboarding/tool-helpers.js +1 -1
- package/dist/onboarding/tool-helpers.js.map +1 -1
- package/dist/onboarding/tool-tags.d.ts +12 -1
- package/dist/onboarding/tool-tags.js +37 -5
- package/dist/onboarding/tool-tags.js.map +1 -1
- package/dist/onboarding/validation.d.ts +2 -2
- package/dist/onboarding/validation.js +1 -1
- package/dist/onboarding/validation.js.map +1 -1
- package/dist/pi/opencandle-extension.d.ts +8 -0
- package/dist/pi/opencandle-extension.js +502 -42
- package/dist/pi/opencandle-extension.js.map +1 -1
- package/dist/pi/session.d.ts +1 -1
- package/dist/pi/session.js +3 -1
- package/dist/pi/session.js.map +1 -1
- package/dist/pi/setup.js +8 -3
- package/dist/pi/setup.js.map +1 -1
- package/dist/pi/tool-adapter.d.ts +4 -1
- package/dist/pi/tool-adapter.js +10 -6
- package/dist/pi/tool-adapter.js.map +1 -1
- package/dist/prompts/context-builder.d.ts +1 -1
- package/dist/prompts/context-builder.js +20 -7
- package/dist/prompts/context-builder.js.map +1 -1
- package/dist/prompts/policy-cards.d.ts +1 -1
- package/dist/prompts/policy-cards.js +2 -2
- package/dist/prompts/policy-cards.js.map +1 -1
- package/dist/prompts/sections.d.ts +1 -1
- package/dist/prompts/symbol-preflight.d.ts +20 -0
- package/dist/prompts/symbol-preflight.js +49 -0
- package/dist/prompts/symbol-preflight.js.map +1 -0
- package/dist/prompts/workflow-prompts.d.ts +1 -1
- package/dist/prompts/workflow-prompts.js +54 -16
- package/dist/prompts/workflow-prompts.js.map +1 -1
- package/dist/providers/alpha-vantage.d.ts +1 -1
- package/dist/providers/alpha-vantage.js +26 -7
- package/dist/providers/alpha-vantage.js.map +1 -1
- package/dist/providers/coingecko.js +1 -1
- package/dist/providers/coingecko.js.map +1 -1
- package/dist/providers/errors.d.ts +5 -0
- package/dist/providers/errors.js +11 -0
- package/dist/providers/errors.js.map +1 -0
- package/dist/providers/exa-search.d.ts +2 -2
- package/dist/providers/exa-search.js +19 -11
- package/dist/providers/exa-search.js.map +1 -1
- package/dist/providers/external-tool-error.d.ts +10 -0
- package/dist/providers/external-tool-error.js +21 -0
- package/dist/providers/external-tool-error.js.map +1 -0
- package/dist/providers/fear-greed.js +1 -1
- package/dist/providers/fear-greed.js.map +1 -1
- package/dist/providers/finnhub.js +3 -5
- package/dist/providers/finnhub.js.map +1 -1
- package/dist/providers/fred.js +2 -2
- package/dist/providers/fred.js.map +1 -1
- package/dist/providers/index.d.ts +7 -6
- package/dist/providers/index.js +6 -5
- package/dist/providers/index.js.map +1 -1
- package/dist/providers/reddit-cli.d.ts +36 -0
- package/dist/providers/reddit-cli.js +201 -0
- package/dist/providers/reddit-cli.js.map +1 -0
- package/dist/providers/reddit.d.ts +1 -1
- package/dist/providers/reddit.js +9 -37
- package/dist/providers/reddit.js.map +1 -1
- package/dist/providers/sec-edgar.d.ts +1 -0
- package/dist/providers/sec-edgar.js +12 -4
- package/dist/providers/sec-edgar.js.map +1 -1
- package/dist/providers/tradingview.d.ts +47 -0
- package/dist/providers/tradingview.js +275 -0
- package/dist/providers/tradingview.js.map +1 -0
- package/dist/providers/twitter-cli.d.ts +40 -0
- package/dist/providers/twitter-cli.js +153 -0
- package/dist/providers/twitter-cli.js.map +1 -0
- package/dist/providers/twitter.d.ts +0 -8
- package/dist/providers/twitter.js +8 -60
- package/dist/providers/twitter.js.map +1 -1
- package/dist/providers/web-search.js +26 -12
- package/dist/providers/web-search.js.map +1 -1
- package/dist/providers/with-fallback.js +4 -2
- package/dist/providers/with-fallback.js.map +1 -1
- package/dist/providers/wrap-provider.d.ts +2 -3
- package/dist/providers/wrap-provider.js +44 -8
- package/dist/providers/wrap-provider.js.map +1 -1
- package/dist/providers/yahoo-finance.d.ts +1 -1
- package/dist/providers/yahoo-finance.js +153 -48
- package/dist/providers/yahoo-finance.js.map +1 -1
- package/dist/routing/classify-intent.d.ts +6 -0
- package/dist/routing/classify-intent.js +78 -7
- package/dist/routing/classify-intent.js.map +1 -1
- package/dist/routing/defaults.d.ts +1 -1
- package/dist/routing/entity-extractor.d.ts +1 -0
- package/dist/routing/entity-extractor.js +234 -29
- package/dist/routing/entity-extractor.js.map +1 -1
- package/dist/routing/fund-symbols.d.ts +2 -0
- package/dist/routing/fund-symbols.js +55 -0
- package/dist/routing/fund-symbols.js.map +1 -0
- package/dist/routing/horizon.d.ts +1 -0
- package/dist/routing/horizon.js +10 -0
- package/dist/routing/horizon.js.map +1 -0
- package/dist/routing/index.d.ts +10 -10
- package/dist/routing/index.js +6 -6
- package/dist/routing/index.js.map +1 -1
- package/dist/routing/planning.d.ts +2 -2
- package/dist/routing/planning.js +65 -34
- package/dist/routing/planning.js.map +1 -1
- package/dist/routing/route-manifest.d.ts +2 -2
- package/dist/routing/route-manifest.js +25 -4
- package/dist/routing/route-manifest.js.map +1 -1
- package/dist/routing/router-llm-client.js.map +1 -1
- package/dist/routing/router-prompt.js +7 -9
- package/dist/routing/router-prompt.js.map +1 -1
- package/dist/routing/router-types.d.ts +1 -0
- package/dist/routing/router.js +137 -22
- package/dist/routing/router.js.map +1 -1
- package/dist/routing/slot-resolver.d.ts +1 -1
- package/dist/routing/slot-resolver.js +2 -4
- package/dist/routing/slot-resolver.js.map +1 -1
- package/dist/routing/symbol-disambiguator.d.ts +11 -0
- package/dist/routing/symbol-disambiguator.js +52 -0
- package/dist/routing/symbol-disambiguator.js.map +1 -0
- package/dist/routing/turn-context.d.ts +1 -1
- package/dist/routing/turn-context.js +1 -1
- package/dist/routing/turn-context.js.map +1 -1
- package/dist/routing/types.d.ts +2 -0
- package/dist/runtime/answer-contracts.d.ts +1 -1
- package/dist/runtime/answer-contracts.js +48 -9
- package/dist/runtime/answer-contracts.js.map +1 -1
- package/dist/runtime/artifact-contracts.js.map +1 -1
- package/dist/runtime/planning-evidence.js +47 -26
- package/dist/runtime/planning-evidence.js.map +1 -1
- package/dist/runtime/prompt-step.d.ts +1 -9
- package/dist/runtime/prompt-step.js +0 -10
- package/dist/runtime/prompt-step.js.map +1 -1
- package/dist/runtime/run-context.d.ts +5 -2
- package/dist/runtime/run-context.js +8 -1
- package/dist/runtime/run-context.js.map +1 -1
- package/dist/runtime/session-coordinator.d.ts +13 -5
- package/dist/runtime/session-coordinator.js +160 -20
- package/dist/runtime/session-coordinator.js.map +1 -1
- package/dist/runtime/session-title.d.ts +14 -0
- package/dist/runtime/session-title.js +50 -0
- package/dist/runtime/session-title.js.map +1 -0
- package/dist/runtime/tool-defaults-wrapper.js +7 -5
- package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
- package/dist/runtime/validation.js.map +1 -1
- package/dist/runtime/workflow-events.js.map +1 -1
- package/dist/runtime/workflow-runner.d.ts +3 -3
- package/dist/runtime/workflow-runner.js +1 -1
- package/dist/runtime/workflow-runner.js.map +1 -1
- package/dist/sentiment/adapters/finnhub.d.ts +1 -1
- package/dist/sentiment/adapters/finnhub.js +6 -1
- package/dist/sentiment/adapters/finnhub.js.map +1 -1
- package/dist/sentiment/adapters/reddit.d.ts +2 -2
- package/dist/sentiment/adapters/twitter.d.ts +1 -1
- package/dist/sentiment/adapters/web.d.ts +1 -1
- package/dist/sentiment/index.d.ts +10 -11
- package/dist/sentiment/index.js +10 -20
- package/dist/sentiment/index.js.map +1 -1
- package/dist/sentiment/insights.d.ts +17 -0
- package/dist/sentiment/insights.js +206 -0
- package/dist/sentiment/insights.js.map +1 -0
- package/dist/sentiment/keywords.js +26 -4
- package/dist/sentiment/keywords.js.map +1 -1
- package/dist/sentiment/pipeline.d.ts +2 -2
- package/dist/sentiment/pipeline.js +14 -2
- package/dist/sentiment/pipeline.js.map +1 -1
- package/dist/sentiment/scorer.d.ts +2 -0
- package/dist/sentiment/scorer.js +11 -2
- package/dist/sentiment/scorer.js.map +1 -1
- package/dist/sentiment/store.d.ts +1 -1
- package/dist/sentiment/store.js +1 -1
- package/dist/sentiment/store.js.map +1 -1
- package/dist/sentiment/trends.d.ts +1 -1
- package/dist/sentiment/trends.js.map +1 -1
- package/dist/sentiment/types.d.ts +2 -0
- package/dist/sentiment/types.js.map +1 -1
- package/dist/system-prompt.js +6 -9
- package/dist/system-prompt.js.map +1 -1
- package/dist/tool-kit.d.ts +7 -7
- package/dist/tool-kit.js +4 -4
- package/dist/tool-kit.js.map +1 -1
- package/dist/tools/fundamentals/company-overview.js +11 -6
- package/dist/tools/fundamentals/company-overview.js.map +1 -1
- package/dist/tools/fundamentals/comps.js +18 -9
- package/dist/tools/fundamentals/comps.js.map +1 -1
- package/dist/tools/fundamentals/dcf.js +23 -11
- package/dist/tools/fundamentals/dcf.js.map +1 -1
- package/dist/tools/fundamentals/earnings.js +8 -3
- package/dist/tools/fundamentals/earnings.js.map +1 -1
- package/dist/tools/fundamentals/financials.js +8 -3
- package/dist/tools/fundamentals/financials.js.map +1 -1
- package/dist/tools/fundamentals/sec-filings.js +21 -6
- package/dist/tools/fundamentals/sec-filings.js.map +1 -1
- package/dist/tools/index.d.ts +27 -20
- package/dist/tools/index.js +55 -43
- package/dist/tools/index.js.map +1 -1
- package/dist/tools/interaction/ask-user.js +15 -3
- package/dist/tools/interaction/ask-user.js.map +1 -1
- package/dist/tools/macro/fear-greed.js.map +1 -1
- package/dist/tools/macro/fred-data.d.ts +1 -1
- package/dist/tools/macro/fred-data.js +17 -6
- package/dist/tools/macro/fred-data.js.map +1 -1
- package/dist/tools/market/crypto-history.js +3 -1
- package/dist/tools/market/crypto-history.js.map +1 -1
- package/dist/tools/market/crypto-price.js +3 -1
- package/dist/tools/market/crypto-price.js.map +1 -1
- package/dist/tools/market/screen-stocks.d.ts +18 -0
- package/dist/tools/market/screen-stocks.js +252 -0
- package/dist/tools/market/screen-stocks.js.map +1 -0
- package/dist/tools/market/search-ticker.js +160 -8
- package/dist/tools/market/search-ticker.js.map +1 -1
- package/dist/tools/market/stock-history.d.ts +2 -2
- package/dist/tools/market/stock-history.js +26 -7
- package/dist/tools/market/stock-history.js.map +1 -1
- package/dist/tools/market/stock-quote.js +5 -3
- package/dist/tools/market/stock-quote.js.map +1 -1
- package/dist/tools/options/greeks.js +1 -1
- package/dist/tools/options/greeks.js.map +1 -1
- package/dist/tools/options/option-chain.js +19 -6
- package/dist/tools/options/option-chain.js.map +1 -1
- package/dist/tools/portfolio/alerts.d.ts +15 -0
- package/dist/tools/portfolio/alerts.js +357 -0
- package/dist/tools/portfolio/alerts.js.map +1 -0
- package/dist/tools/portfolio/correlation.d.ts +1 -1
- package/dist/tools/portfolio/correlation.js +33 -13
- package/dist/tools/portfolio/correlation.js.map +1 -1
- package/dist/tools/portfolio/daily-report.d.ts +8 -0
- package/dist/tools/portfolio/daily-report.js +83 -0
- package/dist/tools/portfolio/daily-report.js.map +1 -0
- package/dist/tools/portfolio/holdings-overlap.js +10 -3
- package/dist/tools/portfolio/holdings-overlap.js.map +1 -1
- package/dist/tools/portfolio/notifications.d.ts +7 -0
- package/dist/tools/portfolio/notifications.js +43 -0
- package/dist/tools/portfolio/notifications.js.map +1 -0
- package/dist/tools/portfolio/predictions.d.ts +12 -6
- package/dist/tools/portfolio/predictions.js +337 -87
- package/dist/tools/portfolio/predictions.js.map +1 -1
- package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
- package/dist/tools/portfolio/risk-analysis.js +45 -6
- package/dist/tools/portfolio/risk-analysis.js.map +1 -1
- package/dist/tools/portfolio/tracker.d.ts +4 -3
- package/dist/tools/portfolio/tracker.js +246 -101
- package/dist/tools/portfolio/tracker.js.map +1 -1
- package/dist/tools/portfolio/watchlist.d.ts +6 -4
- package/dist/tools/portfolio/watchlist.js +208 -108
- package/dist/tools/portfolio/watchlist.js.map +1 -1
- package/dist/tools/sentiment/insight-format.d.ts +2 -0
- package/dist/tools/sentiment/insight-format.js +36 -0
- package/dist/tools/sentiment/insight-format.js.map +1 -0
- package/dist/tools/sentiment/query-match.d.ts +3 -0
- package/dist/tools/sentiment/query-match.js +113 -0
- package/dist/tools/sentiment/query-match.js.map +1 -0
- package/dist/tools/sentiment/reddit-sentiment.d.ts +12 -1
- package/dist/tools/sentiment/reddit-sentiment.js +266 -107
- package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
- package/dist/tools/sentiment/sentiment-summary.d.ts +9 -1
- package/dist/tools/sentiment/sentiment-summary.js +223 -205
- package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
- package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
- package/dist/tools/sentiment/sentiment-trend.js +12 -2
- package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
- package/dist/tools/sentiment/twitter-sentiment.d.ts +11 -1
- package/dist/tools/sentiment/twitter-sentiment.js +188 -58
- package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
- package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
- package/dist/tools/sentiment/untrusted-text.js +17 -0
- package/dist/tools/sentiment/untrusted-text.js.map +1 -0
- package/dist/tools/sentiment/web-search.js +9 -13
- package/dist/tools/sentiment/web-search.js.map +1 -1
- package/dist/tools/sentiment/web-sentiment.js +19 -3
- package/dist/tools/sentiment/web-sentiment.js.map +1 -1
- package/dist/tools/technical/backtest.d.ts +1 -1
- package/dist/tools/technical/backtest.js +27 -20
- package/dist/tools/technical/backtest.js.map +1 -1
- package/dist/tools/technical/indicators.js +23 -5
- package/dist/tools/technical/indicators.js.map +1 -1
- package/dist/types/index.d.ts +3 -3
- package/dist/types/index.js.map +1 -1
- package/dist/types/market.d.ts +1 -0
- package/dist/types/portfolio.d.ts +14 -4
- package/dist/types/sentiment.d.ts +52 -0
- package/dist/workflows/compare-assets.d.ts +0 -3
- package/dist/workflows/compare-assets.js +20 -11
- package/dist/workflows/compare-assets.js.map +1 -1
- package/dist/workflows/index.d.ts +3 -4
- package/dist/workflows/index.js +3 -3
- package/dist/workflows/index.js.map +1 -1
- package/dist/workflows/options-screener.d.ts +0 -3
- package/dist/workflows/options-screener.js +4 -11
- package/dist/workflows/options-screener.js.map +1 -1
- package/dist/workflows/portfolio-builder.d.ts +0 -3
- package/dist/workflows/portfolio-builder.js +0 -8
- package/dist/workflows/portfolio-builder.js.map +1 -1
- package/gui/server/ask-user-bridge.ts +1 -1
- package/gui/server/automation-heartbeat.ts +97 -0
- package/gui/server/background-quotes.ts +97 -1
- package/gui/server/chat-event-adapter.ts +32 -10
- package/gui/server/chat-run-session.ts +16 -0
- package/gui/server/invoke-tool.ts +160 -3
- package/gui/server/live-chat-event-adapter.ts +21 -6
- package/gui/server/market-state-api.ts +315 -0
- package/gui/server/model-setup.ts +156 -2
- package/gui/server/private-api-access.ts +62 -0
- package/gui/server/projector.ts +18 -9
- package/gui/server/prompt-observation.ts +4 -7
- package/gui/server/quote-snapshot-store.ts +50 -0
- package/gui/server/server.ts +218 -451
- package/gui/server/session-actions.ts +186 -1
- package/gui/server/shutdown.ts +47 -0
- package/gui/server/tool-invoke-ack.ts +49 -0
- package/gui/server/tool-metadata.ts +101 -24
- package/gui/server/websocket.ts +13 -3
- package/gui/server/writer-lock.ts +6 -2
- package/gui/server/ws-hub.ts +311 -0
- package/gui/shared/chat-events.ts +16 -1
- package/gui/shared/event-reducer.ts +24 -6
- package/gui/web/dist/assets/CatalogOverlay-CgeY5Pkp.js +1 -0
- package/gui/web/dist/assets/index-C6W_2eAn.js +69 -0
- package/gui/web/dist/assets/index-hwbx24a5.css +1 -0
- package/gui/web/dist/index.html +2 -2
- package/package.json +9 -6
- package/src/analysts/contracts.ts +10 -23
- package/src/analysts/orchestrator.ts +8 -43
- package/src/cli.ts +76 -12
- package/src/config.ts +44 -9
- package/src/index.ts +1 -1
- package/src/infra/cache.ts +41 -30
- package/src/infra/http-client.ts +72 -6
- package/src/infra/index.ts +6 -10
- package/src/infra/native-dependencies.ts +8 -3
- package/src/infra/node-version.ts +3 -1
- package/src/infra/opencandle-paths.ts +3 -14
- package/src/infra/rate-limiter.ts +22 -19
- package/src/market-state/alert-conditions.ts +82 -0
- package/src/market-state/alert-runner.ts +863 -0
- package/src/market-state/daily-report.ts +247 -0
- package/src/market-state/local-automation-service.ts +162 -0
- package/src/market-state/notification-delivery.ts +158 -0
- package/src/market-state/resolve-for-mutation.ts +24 -0
- package/src/market-state/resolve.ts +112 -0
- package/src/market-state/service.ts +2344 -0
- package/src/memory/index.ts +7 -7
- package/src/memory/manager.ts +14 -16
- package/src/memory/retrieval.ts +8 -7
- package/src/memory/sqlite.ts +407 -6
- package/src/memory/storage.ts +5 -15
- package/src/memory/tool-defaults.ts +60 -39
- package/src/memory/types.ts +3 -3
- package/src/monitor.ts +121 -0
- package/src/onboarding/connect.ts +24 -31
- package/src/onboarding/credential-interceptor.ts +3 -15
- package/src/onboarding/degradation-accumulator.ts +1 -3
- package/src/onboarding/provider-status.ts +410 -0
- package/src/onboarding/providers.ts +144 -45
- package/src/onboarding/state.ts +13 -15
- package/src/onboarding/tool-helpers.ts +2 -9
- package/src/onboarding/tool-tags.ts +51 -8
- package/src/onboarding/validation.ts +16 -22
- package/src/pi/opencandle-extension.ts +643 -101
- package/src/pi/session.ts +7 -5
- package/src/pi/setup.ts +61 -43
- package/src/pi/tool-adapter.ts +19 -6
- package/src/prompts/context-builder.ts +24 -13
- package/src/prompts/policy-cards.ts +3 -3
- package/src/prompts/sections.ts +1 -1
- package/src/prompts/symbol-preflight.ts +80 -0
- package/src/prompts/workflow-prompts.ts +77 -28
- package/src/providers/alpha-vantage.ts +58 -39
- package/src/providers/coingecko.ts +2 -5
- package/src/providers/errors.ts +9 -0
- package/src/providers/exa-search.ts +24 -22
- package/src/providers/external-tool-error.ts +20 -0
- package/src/providers/fear-greed.ts +1 -1
- package/src/providers/finnhub.ts +7 -6
- package/src/providers/fred.ts +3 -3
- package/src/providers/index.ts +14 -6
- package/src/providers/reddit-cli.ts +317 -0
- package/src/providers/reddit.ts +14 -59
- package/src/providers/sec-edgar.ts +20 -6
- package/src/providers/tradingview.ts +399 -0
- package/src/providers/twitter-cli.ts +233 -0
- package/src/providers/twitter.ts +8 -79
- package/src/providers/web-search.ts +30 -20
- package/src/providers/with-fallback.ts +8 -7
- package/src/providers/wrap-provider.ts +49 -10
- package/src/providers/yahoo-finance.ts +204 -66
- package/src/routing/classify-intent.ts +101 -10
- package/src/routing/defaults.ts +1 -1
- package/src/routing/entity-extractor.ts +287 -38
- package/src/routing/fund-symbols.ts +58 -0
- package/src/routing/horizon.ts +7 -0
- package/src/routing/index.ts +48 -48
- package/src/routing/planning.ts +145 -53
- package/src/routing/route-manifest.ts +37 -15
- package/src/routing/router-llm-client.ts +4 -4
- package/src/routing/router-prompt.ts +15 -19
- package/src/routing/router-types.ts +2 -5
- package/src/routing/router.ts +251 -53
- package/src/routing/slot-resolver.ts +34 -11
- package/src/routing/symbol-disambiguator.ts +72 -0
- package/src/routing/turn-context.ts +6 -9
- package/src/routing/types.ts +2 -0
- package/src/runtime/answer-contracts.ts +105 -45
- package/src/runtime/artifact-contracts.ts +2 -1
- package/src/runtime/planning-evidence.ts +157 -66
- package/src/runtime/prompt-step.ts +1 -16
- package/src/runtime/run-context.ts +12 -2
- package/src/runtime/session-coordinator.ts +238 -63
- package/src/runtime/session-title.ts +60 -0
- package/src/runtime/tool-defaults-wrapper.ts +13 -5
- package/src/runtime/validation.ts +1 -4
- package/src/runtime/workflow-events.ts +7 -7
- package/src/runtime/workflow-runner.ts +5 -11
- package/src/sentiment/adapters/finnhub.ts +7 -2
- package/src/sentiment/adapters/reddit.ts +2 -2
- package/src/sentiment/adapters/twitter.ts +1 -1
- package/src/sentiment/adapters/web.ts +1 -1
- package/src/sentiment/index.ts +17 -26
- package/src/sentiment/insights.ts +269 -0
- package/src/sentiment/keywords.ts +26 -4
- package/src/sentiment/pipeline.ts +28 -5
- package/src/sentiment/scorer.ts +13 -2
- package/src/sentiment/store.ts +2 -2
- package/src/sentiment/trends.ts +9 -3
- package/src/sentiment/types.ts +8 -4
- package/src/system-prompt.ts +6 -9
- package/src/tool-kit.ts +10 -9
- package/src/tools/fundamentals/company-overview.ts +19 -9
- package/src/tools/fundamentals/comps.ts +68 -55
- package/src/tools/fundamentals/dcf.ts +145 -95
- package/src/tools/fundamentals/earnings.ts +16 -6
- package/src/tools/fundamentals/financials.ts +16 -7
- package/src/tools/fundamentals/sec-filings.ts +37 -16
- package/src/tools/index.ts +56 -43
- package/src/tools/interaction/ask-user.ts +22 -10
- package/src/tools/macro/fear-greed.ts +1 -1
- package/src/tools/macro/fred-data.ts +58 -46
- package/src/tools/market/crypto-history.ts +8 -3
- package/src/tools/market/crypto-price.ts +6 -6
- package/src/tools/market/screen-stocks.ts +279 -0
- package/src/tools/market/search-ticker.ts +218 -17
- package/src/tools/market/stock-history.ts +37 -12
- package/src/tools/market/stock-quote.ts +10 -7
- package/src/tools/options/greeks.ts +5 -5
- package/src/tools/options/option-chain.ts +41 -17
- package/src/tools/portfolio/alerts.ts +457 -0
- package/src/tools/portfolio/correlation.ts +47 -20
- package/src/tools/portfolio/daily-report.ts +101 -0
- package/src/tools/portfolio/holdings-overlap.ts +31 -15
- package/src/tools/portfolio/notifications.ts +45 -0
- package/src/tools/portfolio/predictions.ts +406 -106
- package/src/tools/portfolio/risk-analysis.ts +46 -7
- package/src/tools/portfolio/tracker.ts +270 -109
- package/src/tools/portfolio/watchlist.ts +250 -121
- package/src/tools/sentiment/insight-format.ts +50 -0
- package/src/tools/sentiment/query-match.ts +117 -0
- package/src/tools/sentiment/reddit-sentiment.ts +360 -121
- package/src/tools/sentiment/sentiment-summary.ts +302 -235
- package/src/tools/sentiment/sentiment-trend.ts +24 -7
- package/src/tools/sentiment/twitter-sentiment.ts +264 -73
- package/src/tools/sentiment/untrusted-text.ts +21 -0
- package/src/tools/sentiment/web-search.ts +21 -18
- package/src/tools/sentiment/web-sentiment.ts +30 -10
- package/src/tools/technical/backtest.ts +32 -22
- package/src/tools/technical/indicators.ts +39 -14
- package/src/types/index.ts +8 -3
- package/src/types/market.ts +1 -0
- package/src/types/portfolio.ts +14 -4
- package/src/types/sentiment.ts +61 -2
- package/src/workflows/compare-assets.ts +33 -21
- package/src/workflows/index.ts +3 -4
- package/src/workflows/options-screener.ts +27 -29
- package/src/workflows/portfolio-builder.ts +34 -27
- package/dist/infra/browser.d.ts +0 -35
- package/dist/infra/browser.js +0 -103
- package/dist/infra/browser.js.map +0 -1
- package/dist/tools/interaction/twitter-login.d.ts +0 -8
- package/dist/tools/interaction/twitter-login.js +0 -77
- package/dist/tools/interaction/twitter-login.js.map +0 -1
- package/dist/workflows/types.d.ts +0 -4
- package/dist/workflows/types.js +0 -2
- package/dist/workflows/types.js.map +0 -1
- package/gui/web/dist/assets/CatalogOverlay-Bmp6Knu7.js +0 -1
- package/gui/web/dist/assets/index-Bxt9QpLX.css +0 -1
- package/gui/web/dist/assets/index-CZ9DHZYy.js +0 -67
- package/src/infra/browser.ts +0 -111
- package/src/tools/interaction/twitter-login.ts +0 -93
- package/src/workflows/types.ts +0 -4
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import type { ExtractedEntities } from "./types.js";
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const COMMON_WORDS = new Set([
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// Technical analysis acronyms
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"MAKE",
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"CALL",
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"NEXT",
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]);
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const AMBIGUOUS_CONCEPT_TICKERS = new Set(["AI", "CPI", "FRED", "GUI"]);
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const AMBIGUOUS_CONCEPT_TICKERS = new Set(["AI", "CPI", "FRED", "GUI", "MA"]);
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const CURRENCY_CODES = new Set(["USD", "CAD", "EUR", "GBP", "AUD", "JPY", "CHF"]);
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const EXPLICIT_FINANCE_ACRONYM_TICKERS = new Set([
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"HV",
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"ITM",
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"ATM",
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"IPO",
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"SEC",
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"FED",
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"FOMC",
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"IRS",
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"ECB",
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"BOE",
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"BOJ",
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"GDP",
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"CPI",
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"PPI",
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"FX",
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"NDA",
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]);
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const LOWERCASE_FINANCE_TERMS = new Set([
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"bond",
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"
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"bond",
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"bonds",
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"cash",
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"rate",
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"rates",
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"cuts",
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"gold",
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"oil",
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"stock",
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"stocks",
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"fund",
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"funds",
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"etf",
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"etfs",
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"puts",
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"calls",
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"option",
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"options",
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]);
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export function extractEntities(input: string): ExtractedEntities {
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const symbols = extractSymbols(input);
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|
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const catalystSymbols = heldSymbol
|
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? symbols.filter((symbol) => symbol !== heldSymbol)
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: [];
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const catalystSymbols = heldSymbol ? symbols.filter((symbol) => symbol !== heldSymbol) : [];
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symbols,
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budget: extractBudget(input),
|
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@@ -72,12 +246,18 @@ export function extractBudget(input: string): number | undefined {
|
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// Match "10k" or "10K" standalone
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|
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248
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if (isNonBudgetDollarAmount(input, kNotation.index ?? 0, kNotation[0].length)) {
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return undefined;
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}
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|
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// Match "10000 dollars" or "10,000 dollars"
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}
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|
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@@ -85,29 +265,49 @@ export function extractBudget(input: string): number | undefined {
|
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85
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87
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function hasBudgetContext(input: string): boolean {
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return /\b(?:budget|invest|allocate|portfolio|cash|capital|with|have|spend|put\s+to\s+work)\b/i.test(
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input,
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);
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function isNonBudgetDollarAmount(input: string, start: number, length: number): boolean {
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return
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return (
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/\b(?:average\s+cost|avg\s+cost|cost\s*basis|basis|entry(?:\s*price)?|worth|valued?\s+at|pays?|dividends?\s+of|gained|lost|received|made|profit\s+of|up|down|trading\s+(?:at|around|near))\s*(?:is|at|of|:)?\s*$/i.test(
|
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before,
|
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) ||
|
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/^\s*(?:premium|max\s+premium|average\s+cost|avg\s+cost|cost\s*basis|basis|entry(?:\s*price)?|per\s+share|in\s+dividends?|profit|gain|loss)\b/i.test(
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after,
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)
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+
);
|
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}
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|
|
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98
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|
function extractSymbols(input: string): string[] {
|
|
99
287
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|
|
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|
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const addSymbol = (
|
|
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const addSymbol = (
|
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|
+
raw: string | undefined,
|
|
290
|
+
options: { lowercaseContext?: boolean; explicitTicker?: boolean } = {},
|
|
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|
+
) => {
|
|
101
292
|
const symbol = raw?.toUpperCase();
|
|
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293
|
if (options.lowercaseContext && LOWERCASE_FINANCE_TERMS.has(String(raw || "").toLowerCase())) {
|
|
103
294
|
return;
|
|
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295
|
}
|
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|
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if (
|
|
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symbol &&
|
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|
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!options.explicitTicker &&
|
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299
|
+
CURRENCY_CODES.has(symbol) &&
|
|
300
|
+
isCurrencyCodeUsage(input, symbol)
|
|
301
|
+
) {
|
|
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|
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return;
|
|
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|
+
}
|
|
105
304
|
if (
|
|
106
305
|
symbol &&
|
|
107
306
|
symbol.length >= 1 &&
|
|
108
307
|
symbol.length <= 5 &&
|
|
109
308
|
/^[A-Z]+$/.test(symbol) &&
|
|
110
|
-
!COMMON_WORDS.has(symbol)
|
|
309
|
+
(!COMMON_WORDS.has(symbol) ||
|
|
310
|
+
(options.explicitTicker && EXPLICIT_FINANCE_ACRONYM_TICKERS.has(symbol))) &&
|
|
111
311
|
!isAmbiguousConceptUsage(input, symbol) &&
|
|
112
312
|
!symbols.includes(symbol)
|
|
113
313
|
) {
|
|
@@ -118,21 +318,27 @@ function extractSymbols(input: string): string[] {
|
|
|
118
318
|
// Match $TICKER patterns
|
|
119
319
|
const dollarTickers = input.matchAll(/\$([A-Za-z]{1,5})\b/g);
|
|
120
320
|
for (const match of dollarTickers) {
|
|
121
|
-
addSymbol(match[1]);
|
|
321
|
+
addSymbol(match[1], { explicitTicker: true });
|
|
122
322
|
}
|
|
123
323
|
|
|
124
324
|
// Match explicit lowercase ticker contexts without treating arbitrary short
|
|
125
325
|
// words as symbols.
|
|
126
|
-
const lowercaseCompare = input.match(
|
|
326
|
+
const lowercaseCompare = input.match(
|
|
327
|
+
/\bcompare\s+([a-z]{1,5})\s+(?:and|vs\.?|versus)\s+([a-z]{1,5})\b/i,
|
|
328
|
+
);
|
|
127
329
|
if (lowercaseCompare) {
|
|
128
330
|
addSymbol(lowercaseCompare[1], { lowercaseContext: true });
|
|
129
331
|
addSymbol(lowercaseCompare[2], { lowercaseContext: true });
|
|
130
332
|
}
|
|
131
|
-
const lowercaseTickerContext = input.matchAll(
|
|
333
|
+
const lowercaseTickerContext = input.matchAll(
|
|
334
|
+
/\b(?:analy[sz]e|quote|ticker)\s+\$?([a-z]{1,5})\b|\b\$?([a-z]{1,5})\s+(?:ticker|stock|shares?|quote|options?|calls?|puts?)\b/gi,
|
|
335
|
+
);
|
|
132
336
|
for (const match of lowercaseTickerContext) {
|
|
133
|
-
addSymbol(match[1] ?? match[2], { lowercaseContext: true });
|
|
337
|
+
addSymbol(match[1] ?? match[2], { lowercaseContext: true, explicitTicker: true });
|
|
134
338
|
}
|
|
135
|
-
const lowercaseHeldPosition = input.matchAll(
|
|
339
|
+
const lowercaseHeldPosition = input.matchAll(
|
|
340
|
+
/\b(?:own|hold|holding|long|protect|hedge|have)\s+\d+(?:,\d{3})*\s+shares?\s+(?:of\s+)?\$?([a-z]{1,5})\b|\b\d+(?:,\d{3})*\s+shares?\s+of\s+\$?([a-z]{1,5})\b/gi,
|
|
341
|
+
);
|
|
136
342
|
for (const match of lowercaseHeldPosition) {
|
|
137
343
|
const raw = match[1] ?? match[2];
|
|
138
344
|
if (raw && raw !== raw.toUpperCase()) {
|
|
@@ -152,9 +358,20 @@ function extractSymbols(input: string): string[] {
|
|
|
152
358
|
return symbols;
|
|
153
359
|
}
|
|
154
360
|
|
|
361
|
+
export function isCurrencyCodeUsage(input: string, symbol: string): boolean {
|
|
362
|
+
const escaped = symbol.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
|
|
363
|
+
return new RegExp(
|
|
364
|
+
`\\b(?:average\\s+cost|avg\\s+cost|cost\\s+basis|entry\\s+price|currency|denominated|dollars?|per\\s+share|base\\s+currency|cash)\\b[^.?!]{0,80}\\b${escaped}\\b|\\b${escaped}\\b[^.?!]{0,40}\\b(?:currency|dollars?|cash|base\\s+currency)\\b`,
|
|
365
|
+
"i",
|
|
366
|
+
).test(input);
|
|
367
|
+
}
|
|
368
|
+
|
|
155
369
|
export function isAmbiguousConceptUsage(input: string, symbol: string): boolean {
|
|
156
370
|
if (!AMBIGUOUS_CONCEPT_TICKERS.has(symbol)) return false;
|
|
157
371
|
if (new RegExp(`\\$${symbol}\\b`).test(input)) return false;
|
|
372
|
+
if (symbol === "MA") {
|
|
373
|
+
return isMovingAverageUsage(input);
|
|
374
|
+
}
|
|
158
375
|
if (
|
|
159
376
|
new RegExp(
|
|
160
377
|
`\\b(?:analyze|quote|ticker|stock|shares?|options?|calls?|puts?)\\s+${symbol}\\b|\\b${symbol}\\s+(?:ticker|stock|shares?|quote|options?|calls?|puts?)\\b`,
|
|
@@ -166,11 +383,24 @@ export function isAmbiguousConceptUsage(input: string, symbol: string): boolean
|
|
|
166
383
|
return true;
|
|
167
384
|
}
|
|
168
385
|
|
|
386
|
+
function isMovingAverageUsage(input: string): boolean {
|
|
387
|
+
return (
|
|
388
|
+
/\bmoving\s+averages?\b/i.test(input) ||
|
|
389
|
+
/\b(?:simple|exponential|weighted|day|daily|week|weekly|month|monthly|\d+\s*(?:d|day|days|w|week|weeks)?)\s+MA\b/i.test(
|
|
390
|
+
input,
|
|
391
|
+
) ||
|
|
392
|
+
/\bMA\s+(?:crossover|cross|signal|signals|strategy|trend|trends|line|lines)\b/i.test(input) ||
|
|
393
|
+
/\bM&A\b/.test(input)
|
|
394
|
+
);
|
|
395
|
+
}
|
|
396
|
+
|
|
169
397
|
function extractMaxPremium(input: string): number | undefined {
|
|
170
398
|
const lower = input.toLowerCase();
|
|
171
399
|
if (!/\bpremium\b/.test(lower)) return undefined;
|
|
172
400
|
|
|
173
|
-
const under = input.match(
|
|
401
|
+
const under = input.match(
|
|
402
|
+
/\b(?:under|below|less\s+than|max(?:imum)?|up\s+to)\s+\$?\s*([\d,]+(?:\.\d+)?)\s*([kK])?\b/i,
|
|
403
|
+
);
|
|
174
404
|
if (under) {
|
|
175
405
|
const base = parseFloat(under[1].replace(/,/g, ""));
|
|
176
406
|
if (isNaN(base)) return undefined;
|
|
@@ -210,8 +440,10 @@ function extractShareQuantity(input: string): number | undefined {
|
|
|
210
440
|
}
|
|
211
441
|
|
|
212
442
|
function extractCostBasis(input: string): number | undefined {
|
|
213
|
-
const match =
|
|
214
|
-
input.match(
|
|
443
|
+
const match =
|
|
444
|
+
input.match(
|
|
445
|
+
/\b(?:cost\s*basis|basis|entry(?:\s*price)?)\s*(?:is|at|of|:)?\s*\$?\s*([\d,]+(?:\.\d+)?)\b/i,
|
|
446
|
+
) ?? input.match(/\$\s*([\d,]+(?:\.\d+)?)\s*(?:cost\s*basis|basis|entry(?:\s*price)?)\b/i);
|
|
215
447
|
if (!match) return undefined;
|
|
216
448
|
const value = parseFloat(match[1].replace(/,/g, ""));
|
|
217
449
|
return Number.isFinite(value) ? value : undefined;
|
|
@@ -226,7 +458,11 @@ function extractDirection(input: string): "bullish" | "bearish" | undefined {
|
|
|
226
458
|
|
|
227
459
|
function extractRiskProfile(input: string): string | undefined {
|
|
228
460
|
const lower = input.toLowerCase();
|
|
229
|
-
if (
|
|
461
|
+
if (
|
|
462
|
+
/\bconservative\b/.test(lower) ||
|
|
463
|
+
/\brisk\s*averse\b/.test(lower) ||
|
|
464
|
+
/\bsafe[r]?\b/.test(lower)
|
|
465
|
+
) {
|
|
230
466
|
return "conservative";
|
|
231
467
|
}
|
|
232
468
|
if (/\baggressive\b/.test(lower) || /\bhigh\s*risk\b/.test(lower)) {
|
|
@@ -243,7 +479,12 @@ function extractDteHint(input: string): string | undefined {
|
|
|
243
479
|
const explicitDays = lower.match(/\b(\d+)\s*(?:-|to|or)\s*(\d+)\s*(?:dte|days?)\b/);
|
|
244
480
|
if (explicitDays) return `${explicitDays[1]}-${explicitDays[2]} days`;
|
|
245
481
|
if (/\bmonth\b/.test(lower)) return "month";
|
|
246
|
-
if (
|
|
482
|
+
if (
|
|
483
|
+
/\bearnings?\b.*\b(?:today|tonight|this\s+week)\b|\b(?:today|tonight|this\s+week)\b.*\bearnings?\b/.test(
|
|
484
|
+
lower,
|
|
485
|
+
)
|
|
486
|
+
)
|
|
487
|
+
return "event_week";
|
|
247
488
|
if (/\bleaps?\b/i.test(lower) || /\blong[\s-]*dated\b/.test(lower)) return "leaps";
|
|
248
489
|
if (/\bweek(?:ly|s?)?\b/.test(lower)) return "week";
|
|
249
490
|
return undefined;
|
|
@@ -277,6 +518,8 @@ function extractTimeHorizon(input: string): string | undefined {
|
|
|
277
518
|
function extractAssetScope(input: string): string | undefined {
|
|
278
519
|
const lower = input.toLowerCase();
|
|
279
520
|
if (/\betfs?\b/.test(lower)) return "etf_focused";
|
|
521
|
+
if (/\bfunds?\b/.test(lower)) return "fund_focused";
|
|
522
|
+
if (/\bindex\s+(?:funds?|products?)\b/.test(lower)) return "index_focused";
|
|
280
523
|
return undefined;
|
|
281
524
|
}
|
|
282
525
|
|
|
@@ -285,7 +528,13 @@ function extractCompareMetrics(input: string): string[] | undefined {
|
|
|
285
528
|
const metrics: string[] = [];
|
|
286
529
|
if (/\bsentiment\b/.test(lower)) metrics.push("sentiment");
|
|
287
530
|
if (/\b(?:macro\s*)?hedg(?:e|ing)\b/.test(lower)) metrics.push("macro_hedge");
|
|
288
|
-
if (/\b(?:rates?|rate\s*cuts?|fed|federal\s+funds?|interest\s+rates?)\b/.test(lower))
|
|
289
|
-
|
|
531
|
+
if (/\b(?:rates?|rate\s*cuts?|fed|federal\s+funds?|interest\s+rates?)\b/.test(lower))
|
|
532
|
+
metrics.push("interest_rates");
|
|
533
|
+
if (
|
|
534
|
+
/\b(?:overlap|same\s+stuff|same\s+holdings|concentration|too\s+much\s+of\s+the\s+same)\b/.test(
|
|
535
|
+
lower,
|
|
536
|
+
)
|
|
537
|
+
)
|
|
538
|
+
metrics.push("overlap");
|
|
290
539
|
return metrics.length > 0 ? metrics : undefined;
|
|
291
540
|
}
|
|
@@ -0,0 +1,58 @@
|
|
|
1
|
+
const COMMON_FUND_OR_INDEX_SYMBOLS = new Set([
|
|
2
|
+
"AGG",
|
|
3
|
+
"ARKK",
|
|
4
|
+
"BND",
|
|
5
|
+
"DIA",
|
|
6
|
+
"DGRO",
|
|
7
|
+
"GLD",
|
|
8
|
+
"HYG",
|
|
9
|
+
"IEF",
|
|
10
|
+
"IVV",
|
|
11
|
+
"IWD",
|
|
12
|
+
"IWF",
|
|
13
|
+
"IWM",
|
|
14
|
+
"JEPI",
|
|
15
|
+
"JEPQ",
|
|
16
|
+
"LQD",
|
|
17
|
+
"NOBL",
|
|
18
|
+
"QQQ",
|
|
19
|
+
"QQQM",
|
|
20
|
+
"SCHD",
|
|
21
|
+
"SHY",
|
|
22
|
+
"SLV",
|
|
23
|
+
"SMH",
|
|
24
|
+
"SOXX",
|
|
25
|
+
"SPY",
|
|
26
|
+
"TLT",
|
|
27
|
+
"VEA",
|
|
28
|
+
"VIG",
|
|
29
|
+
"VNQ",
|
|
30
|
+
"VOO",
|
|
31
|
+
"VTI",
|
|
32
|
+
"VTV",
|
|
33
|
+
"VUG",
|
|
34
|
+
"VWO",
|
|
35
|
+
"VYM",
|
|
36
|
+
"VXUS",
|
|
37
|
+
"XLB",
|
|
38
|
+
"XLE",
|
|
39
|
+
"XLF",
|
|
40
|
+
"XLI",
|
|
41
|
+
"XLK",
|
|
42
|
+
"XLP",
|
|
43
|
+
"XLRE",
|
|
44
|
+
"XLU",
|
|
45
|
+
"XLV",
|
|
46
|
+
"XLY",
|
|
47
|
+
]);
|
|
48
|
+
|
|
49
|
+
export function areLikelyFundOrIndexSymbols(symbols: string[]): boolean {
|
|
50
|
+
return (
|
|
51
|
+
symbols.length > 0 &&
|
|
52
|
+
symbols.every((symbol) => COMMON_FUND_OR_INDEX_SYMBOLS.has(symbol.toUpperCase()))
|
|
53
|
+
);
|
|
54
|
+
}
|
|
55
|
+
|
|
56
|
+
export function isFundOrIndexAssetScope(assetScope: string | undefined): boolean {
|
|
57
|
+
return assetScope !== undefined && /(?:^|[^a-z])(?:etf|fund|index)(?:$|[^a-z])/i.test(assetScope);
|
|
58
|
+
}
|
|
@@ -0,0 +1,7 @@
|
|
|
1
|
+
export function isLongInvestmentHorizon(timeHorizon: string | undefined): boolean {
|
|
2
|
+
if (!timeHorizon) return false;
|
|
3
|
+
const normalized = timeHorizon.toLowerCase();
|
|
4
|
+
if (normalized === "long" || normalized === "long_term") return true;
|
|
5
|
+
const years = normalized.match(/^(\d+)_years$/);
|
|
6
|
+
return years ? Number(years[1]) >= 3 : false;
|
|
7
|
+
}
|
package/src/routing/index.ts
CHANGED
|
@@ -1,70 +1,70 @@
|
|
|
1
|
-
export { classifyIntent } from "./classify-intent.js";
|
|
1
|
+
export { classifyIntent, hasFinanceSignals } from "./classify-intent.js";
|
|
2
|
+
export { OPTIONS_SCREENER_DEFAULTS, PORTFOLIO_DEFAULTS, parseDteTarget } from "./defaults.js";
|
|
3
|
+
export { extractBudget, extractEntities } from "./entity-extractor.js";
|
|
2
4
|
export { classifyWithLegacyRules } from "./legacy-rule-router.js";
|
|
3
|
-
export {
|
|
4
|
-
|
|
5
|
-
|
|
6
|
-
|
|
7
|
-
|
|
8
|
-
|
|
5
|
+
export type {
|
|
6
|
+
AnswerContractId,
|
|
7
|
+
CapabilityGapId,
|
|
8
|
+
CommitmentMode,
|
|
9
|
+
EvidencePlanId,
|
|
10
|
+
PlanningBehaviorMode,
|
|
11
|
+
PlanningEnvelope,
|
|
12
|
+
PlanningSelection,
|
|
13
|
+
PolicyCardId,
|
|
14
|
+
StructuredCheckId,
|
|
15
|
+
TaskFamily,
|
|
16
|
+
} from "./planning.js";
|
|
17
|
+
export {
|
|
18
|
+
buildPlanningEnvelope,
|
|
19
|
+
PLANNING_MANIFEST,
|
|
20
|
+
PLANNING_VERSION,
|
|
21
|
+
validatePlanningSelection,
|
|
22
|
+
} from "./planning.js";
|
|
9
23
|
export {
|
|
10
|
-
ROUTE_CAPABILITY_MANIFEST,
|
|
11
|
-
ROUTE_KINDS,
|
|
12
|
-
TOOL_BUNDLE_TOOLS,
|
|
13
|
-
WORKFLOW_CAPABILITY_MANIFEST,
|
|
14
24
|
activeToolsForBundles,
|
|
15
25
|
computeMissingRequiredSlots,
|
|
16
26
|
isDispatchableWorkflow,
|
|
17
27
|
legacyRouteForRouteKind,
|
|
18
28
|
memoryScopesForRoute,
|
|
29
|
+
ROUTE_CAPABILITY_MANIFEST,
|
|
30
|
+
ROUTE_KINDS,
|
|
19
31
|
routeKindFromLegacyRoute,
|
|
20
32
|
selectToolBundles,
|
|
33
|
+
TOOL_BUNDLE_TOOLS,
|
|
34
|
+
WORKFLOW_CAPABILITY_MANIFEST,
|
|
21
35
|
} from "./route-manifest.js";
|
|
22
|
-
export {
|
|
23
|
-
|
|
24
|
-
|
|
25
|
-
} from "./turn-context.js";
|
|
26
|
-
export {
|
|
27
|
-
PLANNING_MANIFEST,
|
|
28
|
-
PLANNING_VERSION,
|
|
29
|
-
buildPlanningEnvelope,
|
|
30
|
-
validatePlanningSelection,
|
|
31
|
-
} from "./planning.js";
|
|
32
|
-
export type {
|
|
33
|
-
WorkflowType,
|
|
34
|
-
ClassificationResult,
|
|
35
|
-
ExtractedEntities,
|
|
36
|
-
PortfolioSlots,
|
|
37
|
-
OptionsScreenerSlots,
|
|
38
|
-
CompareAssetsSlots,
|
|
39
|
-
SlotResolution,
|
|
40
|
-
SlotSource,
|
|
41
|
-
} from "./types.js";
|
|
36
|
+
export { route, validateRouterOutput } from "./router.js";
|
|
37
|
+
export { createPiAiRouterClient } from "./router-llm-client.js";
|
|
38
|
+
export { buildRouterPrompt } from "./router-prompt.js";
|
|
42
39
|
export type {
|
|
40
|
+
RouterConfidence,
|
|
41
|
+
RouterDiagnostic,
|
|
42
|
+
RouterInputContext,
|
|
43
|
+
RouterLlmClient,
|
|
43
44
|
RouterOutput,
|
|
45
|
+
RouterPreferenceUpdate,
|
|
44
46
|
RouterRoute,
|
|
45
47
|
RouterRouteKind,
|
|
46
48
|
RouterSlot,
|
|
47
|
-
RouterConfidence,
|
|
48
|
-
RouterPreferenceUpdate,
|
|
49
|
-
RouterDiagnostic,
|
|
50
49
|
ToolBundleName,
|
|
51
|
-
RouterInputContext,
|
|
52
|
-
RouterLlmClient,
|
|
53
50
|
} from "./router-types.js";
|
|
51
|
+
export { resolveOptionsScreenerSlots, resolvePortfolioSlots } from "./slot-resolver.js";
|
|
54
52
|
export type {
|
|
55
|
-
MemoryQueryPlan,
|
|
56
53
|
MemoryProvenance,
|
|
54
|
+
MemoryQueryPlan,
|
|
57
55
|
ResolvedTurnContext,
|
|
58
56
|
} from "./turn-context.js";
|
|
57
|
+
export {
|
|
58
|
+
buildMemoryQueryPlan,
|
|
59
|
+
buildResolvedTurnContext,
|
|
60
|
+
} from "./turn-context.js";
|
|
59
61
|
export type {
|
|
60
|
-
|
|
61
|
-
|
|
62
|
-
|
|
63
|
-
|
|
64
|
-
|
|
65
|
-
|
|
66
|
-
|
|
67
|
-
|
|
68
|
-
|
|
69
|
-
TaskFamily,
|
|
70
|
-
} from "./planning.js";
|
|
62
|
+
ClassificationResult,
|
|
63
|
+
CompareAssetsSlots,
|
|
64
|
+
ExtractedEntities,
|
|
65
|
+
OptionsScreenerSlots,
|
|
66
|
+
PortfolioSlots,
|
|
67
|
+
SlotResolution,
|
|
68
|
+
SlotSource,
|
|
69
|
+
WorkflowType,
|
|
70
|
+
} from "./types.js";
|