opencandle 0.5.0 → 0.7.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (574) hide show
  1. package/README.md +170 -186
  2. package/dist/analysts/contracts.d.ts +1 -3
  3. package/dist/analysts/contracts.js +1 -11
  4. package/dist/analysts/contracts.js.map +1 -1
  5. package/dist/analysts/orchestrator.d.ts +1 -3
  6. package/dist/analysts/orchestrator.js +1 -26
  7. package/dist/analysts/orchestrator.js.map +1 -1
  8. package/dist/cli.js +66 -7
  9. package/dist/cli.js.map +1 -1
  10. package/dist/config.d.ts +13 -3
  11. package/dist/config.js +25 -5
  12. package/dist/config.js.map +1 -1
  13. package/dist/index.d.ts +1 -1
  14. package/dist/index.js +1 -1
  15. package/dist/index.js.map +1 -1
  16. package/dist/infra/cache.d.ts +8 -11
  17. package/dist/infra/cache.js +17 -15
  18. package/dist/infra/cache.js.map +1 -1
  19. package/dist/infra/http-client.d.ts +4 -1
  20. package/dist/infra/http-client.js +59 -6
  21. package/dist/infra/http-client.js.map +1 -1
  22. package/dist/infra/index.d.ts +2 -3
  23. package/dist/infra/index.js +2 -3
  24. package/dist/infra/index.js.map +1 -1
  25. package/dist/infra/native-dependencies.js +2 -2
  26. package/dist/infra/native-dependencies.js.map +1 -1
  27. package/dist/infra/node-version.js.map +1 -1
  28. package/dist/infra/opencandle-paths.d.ts +0 -3
  29. package/dist/infra/opencandle-paths.js +4 -11
  30. package/dist/infra/opencandle-paths.js.map +1 -1
  31. package/dist/infra/rate-limiter.js +12 -9
  32. package/dist/infra/rate-limiter.js.map +1 -1
  33. package/dist/market-state/alert-conditions.d.ts +34 -0
  34. package/dist/market-state/alert-conditions.js +23 -0
  35. package/dist/market-state/alert-conditions.js.map +1 -0
  36. package/dist/market-state/alert-runner.d.ts +55 -0
  37. package/dist/market-state/alert-runner.js +634 -0
  38. package/dist/market-state/alert-runner.js.map +1 -0
  39. package/dist/market-state/daily-report.d.ts +26 -0
  40. package/dist/market-state/daily-report.js +179 -0
  41. package/dist/market-state/daily-report.js.map +1 -0
  42. package/dist/market-state/local-automation-service.d.ts +25 -0
  43. package/dist/market-state/local-automation-service.js +119 -0
  44. package/dist/market-state/local-automation-service.js.map +1 -0
  45. package/dist/market-state/notification-delivery.d.ts +14 -0
  46. package/dist/market-state/notification-delivery.js +139 -0
  47. package/dist/market-state/notification-delivery.js.map +1 -0
  48. package/dist/market-state/resolve-for-mutation.d.ts +10 -0
  49. package/dist/market-state/resolve-for-mutation.js +15 -0
  50. package/dist/market-state/resolve-for-mutation.js.map +1 -0
  51. package/dist/market-state/resolve.d.ts +14 -0
  52. package/dist/market-state/resolve.js +89 -0
  53. package/dist/market-state/resolve.js.map +1 -0
  54. package/dist/market-state/service.d.ts +527 -0
  55. package/dist/market-state/service.js +1099 -0
  56. package/dist/market-state/service.js.map +1 -0
  57. package/dist/memory/index.d.ts +7 -7
  58. package/dist/memory/index.js +6 -6
  59. package/dist/memory/index.js.map +1 -1
  60. package/dist/memory/manager.js +11 -11
  61. package/dist/memory/manager.js.map +1 -1
  62. package/dist/memory/retrieval.js +7 -4
  63. package/dist/memory/retrieval.js.map +1 -1
  64. package/dist/memory/sqlite.js +385 -3
  65. package/dist/memory/sqlite.js.map +1 -1
  66. package/dist/memory/storage.js +1 -2
  67. package/dist/memory/storage.js.map +1 -1
  68. package/dist/memory/tool-defaults.js +64 -28
  69. package/dist/memory/tool-defaults.js.map +1 -1
  70. package/dist/memory/types.js.map +1 -1
  71. package/dist/monitor.d.ts +2 -0
  72. package/dist/monitor.js +104 -0
  73. package/dist/monitor.js.map +1 -0
  74. package/dist/onboarding/connect.d.ts +2 -2
  75. package/dist/onboarding/connect.js +13 -8
  76. package/dist/onboarding/connect.js.map +1 -1
  77. package/dist/onboarding/credential-interceptor.js +1 -1
  78. package/dist/onboarding/credential-interceptor.js.map +1 -1
  79. package/dist/onboarding/degradation-accumulator.js +1 -3
  80. package/dist/onboarding/degradation-accumulator.js.map +1 -1
  81. package/dist/onboarding/provider-status.d.ts +48 -0
  82. package/dist/onboarding/provider-status.js +285 -0
  83. package/dist/onboarding/provider-status.js.map +1 -0
  84. package/dist/onboarding/providers.d.ts +85 -8
  85. package/dist/onboarding/providers.js +83 -18
  86. package/dist/onboarding/providers.js.map +1 -1
  87. package/dist/onboarding/state.d.ts +1 -0
  88. package/dist/onboarding/state.js +5 -0
  89. package/dist/onboarding/state.js.map +1 -1
  90. package/dist/onboarding/tool-helpers.js +1 -1
  91. package/dist/onboarding/tool-helpers.js.map +1 -1
  92. package/dist/onboarding/tool-tags.d.ts +12 -1
  93. package/dist/onboarding/tool-tags.js +37 -5
  94. package/dist/onboarding/tool-tags.js.map +1 -1
  95. package/dist/onboarding/validation.d.ts +2 -2
  96. package/dist/onboarding/validation.js +1 -1
  97. package/dist/onboarding/validation.js.map +1 -1
  98. package/dist/pi/opencandle-extension.d.ts +8 -0
  99. package/dist/pi/opencandle-extension.js +502 -42
  100. package/dist/pi/opencandle-extension.js.map +1 -1
  101. package/dist/pi/session.d.ts +1 -1
  102. package/dist/pi/session.js +3 -1
  103. package/dist/pi/session.js.map +1 -1
  104. package/dist/pi/setup.js +8 -3
  105. package/dist/pi/setup.js.map +1 -1
  106. package/dist/pi/tool-adapter.d.ts +4 -1
  107. package/dist/pi/tool-adapter.js +10 -6
  108. package/dist/pi/tool-adapter.js.map +1 -1
  109. package/dist/prompts/context-builder.d.ts +1 -1
  110. package/dist/prompts/context-builder.js +20 -7
  111. package/dist/prompts/context-builder.js.map +1 -1
  112. package/dist/prompts/policy-cards.d.ts +1 -1
  113. package/dist/prompts/policy-cards.js +2 -2
  114. package/dist/prompts/policy-cards.js.map +1 -1
  115. package/dist/prompts/sections.d.ts +1 -1
  116. package/dist/prompts/symbol-preflight.d.ts +20 -0
  117. package/dist/prompts/symbol-preflight.js +49 -0
  118. package/dist/prompts/symbol-preflight.js.map +1 -0
  119. package/dist/prompts/workflow-prompts.d.ts +1 -1
  120. package/dist/prompts/workflow-prompts.js +54 -16
  121. package/dist/prompts/workflow-prompts.js.map +1 -1
  122. package/dist/providers/alpha-vantage.d.ts +1 -1
  123. package/dist/providers/alpha-vantage.js +26 -7
  124. package/dist/providers/alpha-vantage.js.map +1 -1
  125. package/dist/providers/coingecko.js +1 -1
  126. package/dist/providers/coingecko.js.map +1 -1
  127. package/dist/providers/errors.d.ts +5 -0
  128. package/dist/providers/errors.js +11 -0
  129. package/dist/providers/errors.js.map +1 -0
  130. package/dist/providers/exa-search.d.ts +2 -2
  131. package/dist/providers/exa-search.js +19 -11
  132. package/dist/providers/exa-search.js.map +1 -1
  133. package/dist/providers/external-tool-error.d.ts +10 -0
  134. package/dist/providers/external-tool-error.js +21 -0
  135. package/dist/providers/external-tool-error.js.map +1 -0
  136. package/dist/providers/fear-greed.js +1 -1
  137. package/dist/providers/fear-greed.js.map +1 -1
  138. package/dist/providers/finnhub.js +3 -5
  139. package/dist/providers/finnhub.js.map +1 -1
  140. package/dist/providers/fred.js +2 -2
  141. package/dist/providers/fred.js.map +1 -1
  142. package/dist/providers/index.d.ts +7 -6
  143. package/dist/providers/index.js +6 -5
  144. package/dist/providers/index.js.map +1 -1
  145. package/dist/providers/reddit-cli.d.ts +36 -0
  146. package/dist/providers/reddit-cli.js +201 -0
  147. package/dist/providers/reddit-cli.js.map +1 -0
  148. package/dist/providers/reddit.d.ts +1 -1
  149. package/dist/providers/reddit.js +9 -37
  150. package/dist/providers/reddit.js.map +1 -1
  151. package/dist/providers/sec-edgar.d.ts +1 -0
  152. package/dist/providers/sec-edgar.js +12 -4
  153. package/dist/providers/sec-edgar.js.map +1 -1
  154. package/dist/providers/tradingview.d.ts +47 -0
  155. package/dist/providers/tradingview.js +275 -0
  156. package/dist/providers/tradingview.js.map +1 -0
  157. package/dist/providers/twitter-cli.d.ts +40 -0
  158. package/dist/providers/twitter-cli.js +153 -0
  159. package/dist/providers/twitter-cli.js.map +1 -0
  160. package/dist/providers/twitter.d.ts +0 -8
  161. package/dist/providers/twitter.js +8 -60
  162. package/dist/providers/twitter.js.map +1 -1
  163. package/dist/providers/web-search.js +26 -12
  164. package/dist/providers/web-search.js.map +1 -1
  165. package/dist/providers/with-fallback.js +4 -2
  166. package/dist/providers/with-fallback.js.map +1 -1
  167. package/dist/providers/wrap-provider.d.ts +2 -3
  168. package/dist/providers/wrap-provider.js +44 -8
  169. package/dist/providers/wrap-provider.js.map +1 -1
  170. package/dist/providers/yahoo-finance.d.ts +1 -1
  171. package/dist/providers/yahoo-finance.js +153 -48
  172. package/dist/providers/yahoo-finance.js.map +1 -1
  173. package/dist/routing/classify-intent.d.ts +6 -0
  174. package/dist/routing/classify-intent.js +78 -7
  175. package/dist/routing/classify-intent.js.map +1 -1
  176. package/dist/routing/defaults.d.ts +1 -1
  177. package/dist/routing/entity-extractor.d.ts +1 -0
  178. package/dist/routing/entity-extractor.js +234 -29
  179. package/dist/routing/entity-extractor.js.map +1 -1
  180. package/dist/routing/fund-symbols.d.ts +2 -0
  181. package/dist/routing/fund-symbols.js +55 -0
  182. package/dist/routing/fund-symbols.js.map +1 -0
  183. package/dist/routing/horizon.d.ts +1 -0
  184. package/dist/routing/horizon.js +10 -0
  185. package/dist/routing/horizon.js.map +1 -0
  186. package/dist/routing/index.d.ts +10 -10
  187. package/dist/routing/index.js +6 -6
  188. package/dist/routing/index.js.map +1 -1
  189. package/dist/routing/planning.d.ts +2 -2
  190. package/dist/routing/planning.js +65 -34
  191. package/dist/routing/planning.js.map +1 -1
  192. package/dist/routing/route-manifest.d.ts +2 -2
  193. package/dist/routing/route-manifest.js +25 -4
  194. package/dist/routing/route-manifest.js.map +1 -1
  195. package/dist/routing/router-llm-client.js.map +1 -1
  196. package/dist/routing/router-prompt.js +7 -9
  197. package/dist/routing/router-prompt.js.map +1 -1
  198. package/dist/routing/router-types.d.ts +1 -0
  199. package/dist/routing/router.js +137 -22
  200. package/dist/routing/router.js.map +1 -1
  201. package/dist/routing/slot-resolver.d.ts +1 -1
  202. package/dist/routing/slot-resolver.js +2 -4
  203. package/dist/routing/slot-resolver.js.map +1 -1
  204. package/dist/routing/symbol-disambiguator.d.ts +11 -0
  205. package/dist/routing/symbol-disambiguator.js +52 -0
  206. package/dist/routing/symbol-disambiguator.js.map +1 -0
  207. package/dist/routing/turn-context.d.ts +1 -1
  208. package/dist/routing/turn-context.js +1 -1
  209. package/dist/routing/turn-context.js.map +1 -1
  210. package/dist/routing/types.d.ts +2 -0
  211. package/dist/runtime/answer-contracts.d.ts +1 -1
  212. package/dist/runtime/answer-contracts.js +48 -9
  213. package/dist/runtime/answer-contracts.js.map +1 -1
  214. package/dist/runtime/artifact-contracts.js.map +1 -1
  215. package/dist/runtime/planning-evidence.js +47 -26
  216. package/dist/runtime/planning-evidence.js.map +1 -1
  217. package/dist/runtime/prompt-step.d.ts +1 -9
  218. package/dist/runtime/prompt-step.js +0 -10
  219. package/dist/runtime/prompt-step.js.map +1 -1
  220. package/dist/runtime/run-context.d.ts +5 -2
  221. package/dist/runtime/run-context.js +8 -1
  222. package/dist/runtime/run-context.js.map +1 -1
  223. package/dist/runtime/session-coordinator.d.ts +13 -5
  224. package/dist/runtime/session-coordinator.js +160 -20
  225. package/dist/runtime/session-coordinator.js.map +1 -1
  226. package/dist/runtime/session-title.d.ts +14 -0
  227. package/dist/runtime/session-title.js +50 -0
  228. package/dist/runtime/session-title.js.map +1 -0
  229. package/dist/runtime/tool-defaults-wrapper.js +7 -5
  230. package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
  231. package/dist/runtime/validation.js.map +1 -1
  232. package/dist/runtime/workflow-events.js.map +1 -1
  233. package/dist/runtime/workflow-runner.d.ts +3 -3
  234. package/dist/runtime/workflow-runner.js +1 -1
  235. package/dist/runtime/workflow-runner.js.map +1 -1
  236. package/dist/sentiment/adapters/finnhub.d.ts +1 -1
  237. package/dist/sentiment/adapters/finnhub.js +6 -1
  238. package/dist/sentiment/adapters/finnhub.js.map +1 -1
  239. package/dist/sentiment/adapters/reddit.d.ts +2 -2
  240. package/dist/sentiment/adapters/twitter.d.ts +1 -1
  241. package/dist/sentiment/adapters/web.d.ts +1 -1
  242. package/dist/sentiment/index.d.ts +10 -11
  243. package/dist/sentiment/index.js +10 -20
  244. package/dist/sentiment/index.js.map +1 -1
  245. package/dist/sentiment/insights.d.ts +17 -0
  246. package/dist/sentiment/insights.js +206 -0
  247. package/dist/sentiment/insights.js.map +1 -0
  248. package/dist/sentiment/keywords.js +26 -4
  249. package/dist/sentiment/keywords.js.map +1 -1
  250. package/dist/sentiment/pipeline.d.ts +2 -2
  251. package/dist/sentiment/pipeline.js +14 -2
  252. package/dist/sentiment/pipeline.js.map +1 -1
  253. package/dist/sentiment/scorer.d.ts +2 -0
  254. package/dist/sentiment/scorer.js +11 -2
  255. package/dist/sentiment/scorer.js.map +1 -1
  256. package/dist/sentiment/store.d.ts +1 -1
  257. package/dist/sentiment/store.js +1 -1
  258. package/dist/sentiment/store.js.map +1 -1
  259. package/dist/sentiment/trends.d.ts +1 -1
  260. package/dist/sentiment/trends.js.map +1 -1
  261. package/dist/sentiment/types.d.ts +2 -0
  262. package/dist/sentiment/types.js.map +1 -1
  263. package/dist/system-prompt.js +6 -9
  264. package/dist/system-prompt.js.map +1 -1
  265. package/dist/tool-kit.d.ts +7 -7
  266. package/dist/tool-kit.js +4 -4
  267. package/dist/tool-kit.js.map +1 -1
  268. package/dist/tools/fundamentals/company-overview.js +11 -6
  269. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  270. package/dist/tools/fundamentals/comps.js +18 -9
  271. package/dist/tools/fundamentals/comps.js.map +1 -1
  272. package/dist/tools/fundamentals/dcf.js +23 -11
  273. package/dist/tools/fundamentals/dcf.js.map +1 -1
  274. package/dist/tools/fundamentals/earnings.js +8 -3
  275. package/dist/tools/fundamentals/earnings.js.map +1 -1
  276. package/dist/tools/fundamentals/financials.js +8 -3
  277. package/dist/tools/fundamentals/financials.js.map +1 -1
  278. package/dist/tools/fundamentals/sec-filings.js +21 -6
  279. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  280. package/dist/tools/index.d.ts +27 -20
  281. package/dist/tools/index.js +55 -43
  282. package/dist/tools/index.js.map +1 -1
  283. package/dist/tools/interaction/ask-user.js +15 -3
  284. package/dist/tools/interaction/ask-user.js.map +1 -1
  285. package/dist/tools/macro/fear-greed.js.map +1 -1
  286. package/dist/tools/macro/fred-data.d.ts +1 -1
  287. package/dist/tools/macro/fred-data.js +17 -6
  288. package/dist/tools/macro/fred-data.js.map +1 -1
  289. package/dist/tools/market/crypto-history.js +3 -1
  290. package/dist/tools/market/crypto-history.js.map +1 -1
  291. package/dist/tools/market/crypto-price.js +3 -1
  292. package/dist/tools/market/crypto-price.js.map +1 -1
  293. package/dist/tools/market/screen-stocks.d.ts +18 -0
  294. package/dist/tools/market/screen-stocks.js +252 -0
  295. package/dist/tools/market/screen-stocks.js.map +1 -0
  296. package/dist/tools/market/search-ticker.js +160 -8
  297. package/dist/tools/market/search-ticker.js.map +1 -1
  298. package/dist/tools/market/stock-history.d.ts +2 -2
  299. package/dist/tools/market/stock-history.js +26 -7
  300. package/dist/tools/market/stock-history.js.map +1 -1
  301. package/dist/tools/market/stock-quote.js +5 -3
  302. package/dist/tools/market/stock-quote.js.map +1 -1
  303. package/dist/tools/options/greeks.js +1 -1
  304. package/dist/tools/options/greeks.js.map +1 -1
  305. package/dist/tools/options/option-chain.js +19 -6
  306. package/dist/tools/options/option-chain.js.map +1 -1
  307. package/dist/tools/portfolio/alerts.d.ts +15 -0
  308. package/dist/tools/portfolio/alerts.js +357 -0
  309. package/dist/tools/portfolio/alerts.js.map +1 -0
  310. package/dist/tools/portfolio/correlation.d.ts +1 -1
  311. package/dist/tools/portfolio/correlation.js +33 -13
  312. package/dist/tools/portfolio/correlation.js.map +1 -1
  313. package/dist/tools/portfolio/daily-report.d.ts +8 -0
  314. package/dist/tools/portfolio/daily-report.js +83 -0
  315. package/dist/tools/portfolio/daily-report.js.map +1 -0
  316. package/dist/tools/portfolio/holdings-overlap.js +10 -3
  317. package/dist/tools/portfolio/holdings-overlap.js.map +1 -1
  318. package/dist/tools/portfolio/notifications.d.ts +7 -0
  319. package/dist/tools/portfolio/notifications.js +43 -0
  320. package/dist/tools/portfolio/notifications.js.map +1 -0
  321. package/dist/tools/portfolio/predictions.d.ts +12 -6
  322. package/dist/tools/portfolio/predictions.js +337 -87
  323. package/dist/tools/portfolio/predictions.js.map +1 -1
  324. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  325. package/dist/tools/portfolio/risk-analysis.js +45 -6
  326. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  327. package/dist/tools/portfolio/tracker.d.ts +4 -3
  328. package/dist/tools/portfolio/tracker.js +246 -101
  329. package/dist/tools/portfolio/tracker.js.map +1 -1
  330. package/dist/tools/portfolio/watchlist.d.ts +6 -4
  331. package/dist/tools/portfolio/watchlist.js +208 -108
  332. package/dist/tools/portfolio/watchlist.js.map +1 -1
  333. package/dist/tools/sentiment/insight-format.d.ts +2 -0
  334. package/dist/tools/sentiment/insight-format.js +36 -0
  335. package/dist/tools/sentiment/insight-format.js.map +1 -0
  336. package/dist/tools/sentiment/query-match.d.ts +3 -0
  337. package/dist/tools/sentiment/query-match.js +113 -0
  338. package/dist/tools/sentiment/query-match.js.map +1 -0
  339. package/dist/tools/sentiment/reddit-sentiment.d.ts +12 -1
  340. package/dist/tools/sentiment/reddit-sentiment.js +266 -107
  341. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  342. package/dist/tools/sentiment/sentiment-summary.d.ts +9 -1
  343. package/dist/tools/sentiment/sentiment-summary.js +223 -205
  344. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  345. package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
  346. package/dist/tools/sentiment/sentiment-trend.js +12 -2
  347. package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
  348. package/dist/tools/sentiment/twitter-sentiment.d.ts +11 -1
  349. package/dist/tools/sentiment/twitter-sentiment.js +188 -58
  350. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  351. package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
  352. package/dist/tools/sentiment/untrusted-text.js +17 -0
  353. package/dist/tools/sentiment/untrusted-text.js.map +1 -0
  354. package/dist/tools/sentiment/web-search.js +9 -13
  355. package/dist/tools/sentiment/web-search.js.map +1 -1
  356. package/dist/tools/sentiment/web-sentiment.js +19 -3
  357. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  358. package/dist/tools/technical/backtest.d.ts +1 -1
  359. package/dist/tools/technical/backtest.js +27 -20
  360. package/dist/tools/technical/backtest.js.map +1 -1
  361. package/dist/tools/technical/indicators.js +23 -5
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  365. package/dist/types/market.d.ts +1 -0
  366. package/dist/types/portfolio.d.ts +14 -4
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  517. package/src/tools/fundamentals/earnings.ts +16 -6
  518. package/src/tools/fundamentals/financials.ts +16 -7
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  522. package/src/tools/macro/fear-greed.ts +1 -1
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  524. package/src/tools/market/crypto-history.ts +8 -3
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  530. package/src/tools/options/greeks.ts +5 -5
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  532. package/src/tools/portfolio/alerts.ts +457 -0
  533. package/src/tools/portfolio/correlation.ts +47 -20
  534. package/src/tools/portfolio/daily-report.ts +101 -0
  535. package/src/tools/portfolio/holdings-overlap.ts +31 -15
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  540. package/src/tools/portfolio/watchlist.ts +250 -121
  541. package/src/tools/sentiment/insight-format.ts +50 -0
  542. package/src/tools/sentiment/query-match.ts +117 -0
  543. package/src/tools/sentiment/reddit-sentiment.ts +360 -121
  544. package/src/tools/sentiment/sentiment-summary.ts +302 -235
  545. package/src/tools/sentiment/sentiment-trend.ts +24 -7
  546. package/src/tools/sentiment/twitter-sentiment.ts +264 -73
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  548. package/src/tools/sentiment/web-search.ts +21 -18
  549. package/src/tools/sentiment/web-sentiment.ts +30 -10
  550. package/src/tools/technical/backtest.ts +32 -22
  551. package/src/tools/technical/indicators.ts +39 -14
  552. package/src/types/index.ts +8 -3
  553. package/src/types/market.ts +1 -0
  554. package/src/types/portfolio.ts +14 -4
  555. package/src/types/sentiment.ts +61 -2
  556. package/src/workflows/compare-assets.ts +33 -21
  557. package/src/workflows/index.ts +3 -4
  558. package/src/workflows/options-screener.ts +27 -29
  559. package/src/workflows/portfolio-builder.ts +34 -27
  560. package/dist/infra/browser.d.ts +0 -35
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  569. package/gui/web/dist/assets/CatalogOverlay-Bmp6Knu7.js +0 -1
  570. package/gui/web/dist/assets/index-Bxt9QpLX.css +0 -1
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  573. package/src/tools/interaction/twitter-login.ts +0 -93
  574. package/src/workflows/types.ts +0 -4
@@ -1,38 +1,212 @@
1
1
  import type { ExtractedEntities } from "./types.js";
2
2
 
3
3
  const COMMON_WORDS = new Set([
4
- "I", "A", "AN", "AM", "AS", "AT", "BE", "BY", "DO", "GO", "IF", "IN", "IS",
5
- "IT", "ME", "MY", "NO", "OF", "ON", "OR", "SO", "TO", "UP", "US", "WE",
6
- "THE", "AND", "BUT", "FOR", "NOT", "ALL", "ARE", "CAN", "HAD", "HAS", "HER",
7
- "HIM", "HIS", "HOW", "ITS", "LET", "MAY", "NEW", "NOW", "OLD", "OUR", "OWN",
8
- "SAY", "SHE", "TOO", "USE", "WAY", "WHO", "BOY", "DID", "GET", "HAS", "HIM",
9
- "OUT", "PUT", "RUN", "SET", "TOP", "WHY", "BIG", "END", "FAR", "FEW",
10
- "GOT", "LOW", "MAN", "OFF", "PAY", "TRY", "TWO", "BUY", "DOES", "ETF", "ETFS",
4
+ "I",
5
+ "A",
6
+ "AN",
7
+ "AM",
8
+ "AS",
9
+ "AT",
10
+ "BE",
11
+ "BY",
12
+ "DO",
13
+ "GO",
14
+ "IF",
15
+ "IN",
16
+ "IS",
17
+ "IT",
18
+ "ME",
19
+ "MY",
20
+ "NO",
21
+ "OF",
22
+ "ON",
23
+ "OR",
24
+ "SO",
25
+ "TO",
26
+ "UP",
27
+ "US",
28
+ "WE",
29
+ "THE",
30
+ "AND",
31
+ "BUT",
32
+ "FOR",
33
+ "NOT",
34
+ "ALL",
35
+ "ARE",
36
+ "CAN",
37
+ "HAD",
38
+ "HAS",
39
+ "HER",
40
+ "HIM",
41
+ "HIS",
42
+ "HOW",
43
+ "ITS",
44
+ "LET",
45
+ "MAY",
46
+ "NEW",
47
+ "NOW",
48
+ "OLD",
49
+ "OUR",
50
+ "OWN",
51
+ "SAY",
52
+ "SHE",
53
+ "TOO",
54
+ "USE",
55
+ "WAY",
56
+ "WHO",
57
+ "BOY",
58
+ "DID",
59
+ "GET",
60
+ "HAS",
61
+ "HIM",
62
+ "OUT",
63
+ "PUT",
64
+ "RUN",
65
+ "SET",
66
+ "TOP",
67
+ "WHY",
68
+ "BIG",
69
+ "END",
70
+ "FAR",
71
+ "FEW",
72
+ "GOT",
73
+ "LOW",
74
+ "MAN",
75
+ "OFF",
76
+ "PAY",
77
+ "TRY",
78
+ "TWO",
79
+ "BUY",
80
+ "DOES",
81
+ "ETF",
82
+ "ETFS",
11
83
  // Technical analysis acronyms
12
- "SMA", "EMA", "RSI", "MACD", "OBV", "ATR", "ADX", "VWAP",
84
+ "SMA",
85
+ "EMA",
86
+ "RSI",
87
+ "MACD",
88
+ "OBV",
89
+ "ATR",
90
+ "ADX",
91
+ "VWAP",
13
92
  // Fundamental analysis acronyms
14
- "DCF", "FCF", "ROE", "ROA", "ROI", "EPS", "NAV", "WACC", "EBIT",
15
- // Regulatory / source acronyms that are not tickers in natural language
93
+ "DCF",
94
+ "FCF",
95
+ "ROE",
96
+ "ROA",
97
+ "ROI",
98
+ "EPS",
99
+ "NAV",
100
+ "WACC",
101
+ "EBIT",
102
+ // Regulatory / source / finance acronyms that are not tickers in natural language
103
+ "IV",
104
+ "HV",
105
+ "ITM",
106
+ "OTM",
107
+ "ATM",
108
+ "IPO",
16
109
  "SEC",
17
- "BEST", "WHAT", "WITH", "THAT", "THIS", "FROM", "HAVE", "BEEN", "SOME",
18
- "THEM", "THAN", "LIKE", "JUST", "OVER", "ALSO", "BACK", "MUCH", "MOST",
19
- "ONLY", "VERY", "WHEN", "COME", "MAKE", "FIND", "HERE", "KNOW", "TAKE",
20
- "WANT", "GIVE", "GOOD", "CALL", "PUTS", "SAFE", "RISK", "LONG", "TERM",
21
- "NEXT", "SHOW", "LAST",
110
+ "FED",
111
+ "FOMC",
112
+ "IRS",
113
+ "ECB",
114
+ "BOE",
115
+ "BOJ",
116
+ "GDP",
117
+ "CPI",
118
+ "PPI",
119
+ "FX",
120
+ "NDA",
121
+ "YTD",
122
+ "BEST",
123
+ "WHAT",
124
+ "WITH",
125
+ "THAT",
126
+ "THIS",
127
+ "FROM",
128
+ "HAVE",
129
+ "BEEN",
130
+ "SOME",
131
+ "THEM",
132
+ "THAN",
133
+ "LIKE",
134
+ "JUST",
135
+ "OVER",
136
+ "ALSO",
137
+ "BACK",
138
+ "MUCH",
139
+ "MOST",
140
+ "ONLY",
141
+ "VERY",
142
+ "WHEN",
143
+ "COME",
144
+ "MAKE",
145
+ "FIND",
146
+ "HERE",
147
+ "KNOW",
148
+ "TAKE",
149
+ "WANT",
150
+ "GIVE",
151
+ "GOOD",
152
+ "CALL",
153
+ "PUTS",
154
+ "SAFE",
155
+ "RISK",
156
+ "LONG",
157
+ "TERM",
158
+ "NEXT",
159
+ "SHOW",
160
+ "LAST",
22
161
  ]);
23
162
 
24
- const AMBIGUOUS_CONCEPT_TICKERS = new Set(["AI", "CPI", "FRED", "GUI"]);
163
+ const AMBIGUOUS_CONCEPT_TICKERS = new Set(["AI", "CPI", "FRED", "GUI", "MA"]);
164
+ const CURRENCY_CODES = new Set(["USD", "CAD", "EUR", "GBP", "AUD", "JPY", "CHF"]);
165
+ const EXPLICIT_FINANCE_ACRONYM_TICKERS = new Set([
166
+ "IV",
167
+ "HV",
168
+ "ITM",
169
+ "OTM",
170
+ "ATM",
171
+ "IPO",
172
+ "SEC",
173
+ "FED",
174
+ "FOMC",
175
+ "IRS",
176
+ "ECB",
177
+ "BOE",
178
+ "BOJ",
179
+ "GDP",
180
+ "CPI",
181
+ "PPI",
182
+ "FX",
183
+ "NDA",
184
+ ]);
25
185
  const LOWERCASE_FINANCE_TERMS = new Set([
26
- "bond", "bonds", "cash", "rate", "rates", "cuts", "gold", "oil", "stock", "stocks",
27
- "fund", "funds", "etf", "etfs", "puts", "calls", "option", "options",
186
+ "bond",
187
+ "bonds",
188
+ "cash",
189
+ "rate",
190
+ "rates",
191
+ "cuts",
192
+ "gold",
193
+ "oil",
194
+ "stock",
195
+ "stocks",
196
+ "fund",
197
+ "funds",
198
+ "etf",
199
+ "etfs",
200
+ "puts",
201
+ "calls",
202
+ "option",
203
+ "options",
28
204
  ]);
29
205
 
30
206
  export function extractEntities(input: string): ExtractedEntities {
31
207
  const symbols = extractSymbols(input);
32
208
  const heldSymbol = extractHeldSymbol(input, symbols);
33
- const catalystSymbols = heldSymbol
34
- ? symbols.filter((symbol) => symbol !== heldSymbol)
35
- : [];
209
+ const catalystSymbols = heldSymbol ? symbols.filter((symbol) => symbol !== heldSymbol) : [];
36
210
  return {
37
211
  symbols,
38
212
  budget: extractBudget(input),
@@ -72,12 +246,18 @@ export function extractBudget(input: string): number | undefined {
72
246
  // Match "10k" or "10K" standalone
73
247
  const kNotation = input.match(/\b(\d+(?:\.\d+)?)\s*[kK]\b/);
74
248
  if (kNotation) {
249
+ if (isNonBudgetDollarAmount(input, kNotation.index ?? 0, kNotation[0].length)) {
250
+ return undefined;
251
+ }
75
252
  return parseFloat(kNotation[1]) * 1000;
76
253
  }
77
254
 
78
255
  // Match "10000 dollars" or "10,000 dollars"
79
256
  const dollarWord = input.match(/\b([\d,]+(?:\.\d+)?)\s+dollars?\b/i);
80
257
  if (dollarWord) {
258
+ if (isNonBudgetDollarAmount(input, dollarWord.index ?? 0, dollarWord[0].length)) {
259
+ return undefined;
260
+ }
81
261
  return parseFloat(dollarWord[1].replace(/,/g, ""));
82
262
  }
83
263
 
@@ -85,29 +265,49 @@ export function extractBudget(input: string): number | undefined {
85
265
  }
86
266
 
87
267
  function hasBudgetContext(input: string): boolean {
88
- return /\b(?:budget|invest|allocate|portfolio|cash|capital|with|have|spend|put\s+to\s+work)\b/i.test(input);
268
+ return /\b(?:budget|invest|allocate|portfolio|cash|capital|with|have|spend|put\s+to\s+work)\b/i.test(
269
+ input,
270
+ );
89
271
  }
90
272
 
91
273
  function isNonBudgetDollarAmount(input: string, start: number, length: number): boolean {
92
274
  const before = input.slice(Math.max(0, start - 32), start);
93
275
  const after = input.slice(start + length, start + length + 24);
94
- return /\b(?:cost\s*basis|basis|entry(?:\s*price)?)\s*(?:is|at|of|:)?\s*$/i.test(before) ||
95
- /^\s*(?:premium|max\s+premium|cost\s*basis|basis|entry(?:\s*price)?)\b/i.test(after);
276
+ return (
277
+ /\b(?:average\s+cost|avg\s+cost|cost\s*basis|basis|entry(?:\s*price)?|worth|valued?\s+at|pays?|dividends?\s+of|gained|lost|received|made|profit\s+of|up|down|trading\s+(?:at|around|near))\s*(?:is|at|of|:)?\s*$/i.test(
278
+ before,
279
+ ) ||
280
+ /^\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(
281
+ after,
282
+ )
283
+ );
96
284
  }
97
285
 
98
286
  function extractSymbols(input: string): string[] {
99
287
  const symbols: string[] = [];
100
- const addSymbol = (raw: string | undefined, options: { lowercaseContext?: boolean } = {}) => {
288
+ const addSymbol = (
289
+ raw: string | undefined,
290
+ options: { lowercaseContext?: boolean; explicitTicker?: boolean } = {},
291
+ ) => {
101
292
  const symbol = raw?.toUpperCase();
102
293
  if (options.lowercaseContext && LOWERCASE_FINANCE_TERMS.has(String(raw || "").toLowerCase())) {
103
294
  return;
104
295
  }
296
+ if (
297
+ symbol &&
298
+ !options.explicitTicker &&
299
+ CURRENCY_CODES.has(symbol) &&
300
+ isCurrencyCodeUsage(input, symbol)
301
+ ) {
302
+ return;
303
+ }
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(/\bcompare\s+([a-z]{1,5})\s+(?:and|vs\.?|versus)\s+([a-z]{1,5})\b/i);
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(/\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);
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(/\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);
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(/\b(?:under|below|less\s+than|max(?:imum)?|up\s+to)\s+\$?\s*([\d,]+(?:\.\d+)?)\s*([kK])?\b/i);
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 = input.match(/\b(?:cost\s*basis|basis|entry(?:\s*price)?)\s*(?:is|at|of|:)?\s*\$?\s*([\d,]+(?:\.\d+)?)\b/i) ??
214
- input.match(/\$\s*([\d,]+(?:\.\d+)?)\s*(?:cost\s*basis|basis|entry(?:\s*price)?)\b/i);
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 (/\bconservative\b/.test(lower) || /\brisk\s*averse\b/.test(lower) || /\bsafe[r]?\b/.test(lower)) {
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 (/\bearnings?\b.*\b(?:today|tonight|this\s+week)\b|\b(?:today|tonight|this\s+week)\b.*\bearnings?\b/.test(lower)) return "event_week";
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)) metrics.push("interest_rates");
289
- if (/\b(?:overlap|same\s+stuff|same\s+holdings|concentration|too\s+much\s+of\s+the\s+same)\b/.test(lower)) metrics.push("overlap");
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
+ }
@@ -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 { extractEntities, extractBudget } from "./entity-extractor.js";
4
- export { resolvePortfolioSlots, resolveOptionsScreenerSlots } from "./slot-resolver.js";
5
- export { PORTFOLIO_DEFAULTS, OPTIONS_SCREENER_DEFAULTS, parseDteTarget } from "./defaults.js";
6
- export { route, validateRouterOutput } from "./router.js";
7
- export { createPiAiRouterClient } from "./router-llm-client.js";
8
- export { buildRouterPrompt } from "./router-prompt.js";
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
- buildMemoryQueryPlan,
24
- buildResolvedTurnContext,
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
- AnswerContractId,
61
- CapabilityGapId,
62
- CommitmentMode,
63
- EvidencePlanId,
64
- PlanningBehaviorMode,
65
- PlanningEnvelope,
66
- PlanningSelection,
67
- PolicyCardId,
68
- StructuredCheckId,
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";