opencandle 0.5.0 → 0.7.0

package/dist/market-state/resolve.d.ts

@@ -0,0 +1,14 @@
+import type { StockQuote } from "../types/market.js";
+import type { InstrumentInput } from "./service.js";
+export interface InstrumentCandidate {
+    symbol: string;
+    name: string | null;
+    quoteType: string;
+    assetType: string;
+    exchange: string | null;
+    provider: "yahoo";
+    score: number | null;
+}
+export declare function searchYahooInstruments(query: string): Promise<InstrumentCandidate[]>;
+export declare function resolveYahooInstrument(symbol: string): Promise<InstrumentInput>;
+export declare function isZeroFilledQuote(quote: StockQuote): boolean;

package/dist/market-state/resolve.js

@@ -0,0 +1,89 @@
+import { cache, TTL } from "../infra/cache.js";
+import { httpGet } from "../infra/http-client.js";
+import { rateLimiter } from "../infra/rate-limiter.js";
+import { wrapProvider } from "../providers/wrap-provider.js";
+import { getQuote } from "../providers/yahoo-finance.js";
+export async function searchYahooInstruments(query) {
+    const trimmed = query.trim();
+    if (!trimmed)
+        return [];
+    const cacheKey = `yahoo:instrument-search:${trimmed.toLowerCase()}`;
+    const cached = cache.get(cacheKey);
+    if (cached)
+        return cached;
+    const url = `https://query1.finance.yahoo.com/v1/finance/search?q=${encodeURIComponent(trimmed)}&quotesCount=10&newsCount=0`;
+    await rateLimiter.acquire("yahoo");
+    const data = await httpGet(url, {
+        headers: { "User-Agent": "OpenCandle/1.0" },
+    });
+    const candidates = (data.quotes ?? []).flatMap((quote) => {
+        if (!quote.symbol)
+            return [];
+        const quoteType = quote.quoteType ?? "UNKNOWN";
+        return [
+            {
+                symbol: quote.symbol.toUpperCase(),
+                name: quote.longname ?? quote.shortname ?? null,
+                quoteType,
+                assetType: assetTypeFromQuoteType(quoteType, quote.symbol),
+                exchange: quote.exchange ?? null,
+                provider: "yahoo",
+                score: quote.score ?? null,
+            },
+        ];
+    });
+    cache.set(cacheKey, candidates, TTL.WEB_SEARCH);
+    return candidates;
+}
+export async function resolveYahooInstrument(symbol) {
+    const normalized = symbol.trim().toUpperCase();
+    if (!normalized) {
+        throw new Error("symbol is required.");
+    }
+    const result = await wrapProvider("yahoo", () => getQuote(normalized));
+    if (result.status === "unavailable") {
+        throw new Error(`Could not resolve ${normalized}: ${result.reason}`);
+    }
+    const quote = result.data;
+    if (isZeroFilledQuote(quote)) {
+        throw new Error(`Could not resolve ${normalized}: Yahoo returned no valid market data.`);
+    }
+    return {
+        symbol: quote.symbol?.toUpperCase() ?? normalized,
+        assetType: inferAssetType(quote.symbol ?? normalized),
+        currency: quote.currency?.trim().toUpperCase() || null,
+        provider: "yahoo",
+        providerMetadata: {
+            price: quote.price,
+            volume: quote.volume,
+            week52High: quote.week52High,
+            week52Low: quote.week52Low,
+            timestamp: quote.timestamp,
+        },
+    };
+}
+export function isZeroFilledQuote(quote) {
+    return quote.price === 0 && quote.volume === 0 && quote.week52High === 0 && quote.week52Low === 0;
+}
+function inferAssetType(symbol) {
+    if (symbol.endsWith("-USD"))
+        return "crypto";
+    if (symbol.startsWith("^"))
+        return "index";
+    return "equity";
+}
+function assetTypeFromQuoteType(quoteType, symbol) {
+    const normalized = quoteType.toLowerCase();
+    if (normalized.includes("etf"))
+        return "etf";
+    if (normalized.includes("mutualfund"))
+        return "fund";
+    if (normalized.includes("crypto"))
+        return "crypto";
+    if (normalized.includes("index"))
+        return "index";
+    if (normalized.includes("equity"))
+        return "equity";
+    return inferAssetType(symbol.toUpperCase());
+}
+//# sourceMappingURL=resolve.js.map

package/dist/market-state/resolve.js.map

@@ -0,0 +1 @@
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package/dist/market-state/service.d.ts

@@ -0,0 +1,527 @@
+import type Database from "better-sqlite3";
+export type AssetType = "equity" | "etf" | "fund" | "crypto" | "index" | "option" | "unknown";
+export type PredictionDirection = "bullish" | "bearish" | "neutral";
+export type PredictionStatus = "open" | "resolved" | "expired" | "cancelled";
+export type AlertScopeType = "instrument" | "watchlist" | "portfolio";
+export interface InstrumentInput {
+    symbol: string;
+    assetType: AssetType | string;
+    name?: string | null;
+    exchange?: string | null;
+    currency?: string | null;
+    provider: string;
+    providerMetadata?: unknown;
+    resolvedAt?: Date;
+    aliases?: InstrumentAliasInput[];
+}
+export interface InstrumentAliasInput {
+    source: string;
+    sourceSymbol: string;
+    sourceExchange?: string | null;
+    sourceAssetType?: string | null;
+    sourceId?: string | null;
+    raw?: unknown;
+}
+export interface InstrumentAliasLookup {
+    source: string;
+    sourceSymbol?: string;
+    sourceExchange?: string | null;
+    sourceAssetType?: string | null;
+    sourceId?: string | null;
+}
+export interface CollectionRecord {
+    id: number;
+    name: string;
+    isDefault: boolean;
+    baseCurrency?: string;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface InstrumentRecord {
+    id: number;
+    symbol: string;
+    assetType: string;
+    name: string | null;
+    exchange: string | null;
+    currency: string | null;
+    provider: string;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface WatchlistItemRecord {
+    id: number;
+    watchlistId: number;
+    instrumentId: number;
+    symbol: string;
+    name: string | null;
+    assetType: string;
+    exchange: string | null;
+    currency: string | null;
+    targetPrice: number | null;
+    stopPrice: number | null;
+    priceCurrency: string | null;
+    thesis: string | null;
+    notes: string | null;
+    tags: string[] | null;
+    source: string | null;
+    sourceRowId: string | null;
+    sourceMetadata: unknown;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface PortfolioLotRecord {
+    id: number;
+    portfolioId: number;
+    instrumentId: number;
+    symbol: string;
+    name: string | null;
+    assetType: string;
+    exchange: string | null;
+    instrumentCurrency: string | null;
+    quantity: number;
+    avgCost: number;
+    currency: string;
+    openedAt: string | null;
+    notes: string | null;
+    source: string | null;
+    sourceAccountRef: string | null;
+    sourceLotId: string | null;
+    sourceRowId: string | null;
+    sourceMetadata: unknown;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface PredictionRecord {
+    id: number;
+    instrumentId: number;
+    symbol: string;
+    direction: PredictionDirection;
+    conviction: number;
+    entryPrice: number;
+    targetPrice: number | null;
+    openedAt: string;
+    expiresAt: string;
+    status: PredictionStatus;
+    resolvedAt: string | null;
+    resultJson: string | null;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface AlertRuleRecord {
+    id: number;
+    scopeType: AlertScopeType;
+    scopeId: number | null;
+    instrumentId: number | null;
+    conditionType: string;
+    conditionVersion: number;
+    conditionJson: unknown;
+    timeframe: string;
+    enabled: boolean;
+    checkIntervalSeconds: number | null;
+    nextCheckAt: string | null;
+    lastCheckedAt: string | null;
+    lastObservedJson: unknown;
+    status: string;
+    retriggerMode: string;
+    lastConditionState: string;
+    ruleRevision: number;
+    armCycleId: number;
+    cooldownSeconds: number | null;
+    lastTriggeredAt: string | null;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface AlertEventRecord {
+    id: number;
+    alertRuleId: number;
+    instrumentId: number | null;
+    observedValueJson: unknown;
+    triggeredAt: string;
+    observedAt: string;
+    providerDataAt: string | null;
+    sourceProvider: string | null;
+    cacheStatus: string;
+    dataDelayMs: number | null;
+    triggerSource: string;
+    dedupeKey: string | null;
+    status: string;
+    message: string | null;
+}
+export interface AutomationRunnerLeaseRecord {
+    ownerId: string;
+    ownerKind: string;
+    acquiredAt: string;
+    heartbeatAt: string;
+    expiresAt: string;
+}
+export interface AutomationRunnerLeaseResult extends AutomationRunnerLeaseRecord {
+    acquired: boolean;
+}
+export interface AlertCheckRunRecord {
+    id: number;
+    startedAt: string;
+    completedAt: string | null;
+    status: string;
+    triggerType: string;
+    checkedCount: number;
+    triggeredCount: number;
+    unavailableCount: number;
+    ownerId: string | null;
+    errorJson: unknown;
+    providerStatusJson: unknown;
+}
+export interface NotificationEventRecord {
+    id: number;
+    sourceType: string;
+    sourceId: number | null;
+    severity: string;
+    title: string;
+    body: string;
+    payloadJson: unknown;
+    status: string;
+    createdAt: string;
+    acknowledgedAt: string | null;
+}
+export interface NotificationDeliveryAttemptRecord {
+    id: number;
+    notificationEventId: number;
+    channel: string;
+    status: string;
+    attemptedAt: string;
+    completedAt: string | null;
+    responseJson: unknown;
+    error: string | null;
+}
+export interface ReportTemplateRecord {
+    id: number;
+    name: string;
+    reportType: string;
+    cadence: string;
+    timezone: string;
+    localTime: string;
+    configJson: unknown;
+    enabled: boolean;
+    lastRunAt: string | null;
+    nextRunAt: string | null;
+    createdAt: string;
+    updatedAt: string;
+}
+export interface ReportRunRecord {
+    id: number;
+    templateId: number | null;
+    startedAt: string;
+    completedAt: string | null;
+    status: string;
+    triggerType: string;
+    scheduledFor: string | null;
+    ownerId: string | null;
+    artifactPath: string | null;
+    summaryJson: unknown;
+    errorsJson: unknown;
+}
+export interface ImportBatchRecord {
+    id: number;
+    source: string;
+    sourceLabel: string | null;
+    importedAt: string;
+    status: string;
+    rawMetadata: unknown;
+}
+export interface ImportRowRecord {
+    id: number;
+    batchId: number;
+    rowType: string;
+    sourceSymbol: string | null;
+    sourceRowId: string | null;
+    sourceAccountRef: string | null;
+    normalizedInstrumentId: number | null;
+    status: string;
+    error: string | null;
+    sourceMetadata: unknown;
+    raw: unknown;
+}
+export declare class MarketStateService {
+    private readonly db;
+    constructor(db: Database.Database);
+    getDefaultWatchlist(): CollectionRecord;
+    getDefaultPortfolio(): CollectionRecord;
+    findInstrumentByAlias(lookup: InstrumentAliasLookup): InstrumentRecord | null;
+    addWatchlistItem(params: {
+        instrument: InstrumentInput;
+        watchlistId?: number;
+        targetPrice?: number | null;
+        stopPrice?: number | null;
+        priceCurrency?: string | null;
+        thesis?: string | null;
+        notes?: string | null;
+        tags?: string[];
+        source?: string;
+        sourceRowId?: string;
+        sourceMetadata?: unknown;
+    }): WatchlistItemRecord;
+    listWatchlistItems(watchlistId?: number): WatchlistItemRecord[];
+    removeWatchlistItemBySymbol(symbol: string, watchlistId?: number): boolean;
+    updateWatchlistItemBySymbol(symbol: string, params: {
+        watchlistId?: number;
+        targetPrice?: number | null;
+        stopPrice?: number | null;
+        priceCurrency?: string | null;
+        thesis?: string | null;
+        notes?: string | null;
+        tags?: string[];
+    }): WatchlistItemRecord | null;
+    addPortfolioLot(params: {
+        instrument: InstrumentInput;
+        portfolioId?: number;
+        quantity: number;
+        avgCost: number;
+        currency: string;
+        openedAt?: string;
+        notes?: string;
+        source?: string;
+        sourceAccountRef?: string;
+        sourceLotId?: string;
+        sourceRowId?: string;
+        sourceMetadata?: unknown;
+    }): PortfolioLotRecord;
+    listPortfolioLots(portfolioId?: number): PortfolioLotRecord[];
+    removePortfolioLotsBySymbol(symbol: string, portfolioId?: number): boolean;
+    removePortfolioLot(id: number): PortfolioLotRecord | null;
+    updatePortfolioLot(id: number, params: {
+        quantity?: number;
+        avgCost?: number;
+        currency?: string;
+        openedAt?: string;
+        notes?: string;
+    }): PortfolioLotRecord | null;
+    updatePortfolioLotsBySymbol(symbol: string, params: {
+        portfolioId?: number;
+        quantity?: number;
+        avgCost?: number;
+        currency?: string;
+        openedAt?: string;
+        notes?: string;
+    }): PortfolioLotRecord[];
+    recordPrediction(params: {
+        instrument: InstrumentInput;
+        direction: PredictionDirection;
+        conviction: number;
+        entryPrice: number;
+        targetPrice?: number;
+        timeframeDays: number;
+        now?: Date;
+    }): PredictionRecord;
+    listPredictions(): PredictionRecord[];
+    updatePredictionOutcome(params: {
+        id: number;
+        status: Exclude<PredictionStatus, "open">;
+        resolvedAt: string;
+        result: unknown;
+    }): PredictionRecord;
+    createAlertRule(params: {
+        scopeType: AlertScopeType;
+        scopeId?: number;
+        instrumentId?: number;
+        conditionType: string;
+        conditionVersion: number;
+        condition: unknown;
+        timeframe: string;
+        enabled?: boolean;
+        checkIntervalSeconds?: number;
+        nextCheckAt?: string;
+        cooldownSeconds?: number;
+        retriggerMode?: string;
+    }): AlertRuleRecord;
+    listAlertRules(): AlertRuleRecord[];
+    setAlertRuleEnabled(id: number, enabled: boolean): AlertRuleRecord | null;
+    getInstrument(id: number): InstrumentRecord | null;
+    upsertInstrumentRecord(input: InstrumentInput): InstrumentRecord;
+    acquireAutomationRunnerLease(params: {
+        ownerId: string;
+        ownerKind: string;
+        now?: string;
+        ttlSeconds: number;
+    }): AutomationRunnerLeaseResult;
+    getAutomationRunnerLease(now?: string): AutomationRunnerLeaseRecord | null;
+    releaseAutomationRunnerLease(ownerId: string): boolean;
+    startAlertCheckRun(params: {
+        ownerId?: string | null;
+        startedAt?: string;
+        triggerType: string;
+    }): AlertCheckRunRecord;
+    completeAlertCheckRun(id: number, params: {
+        completedAt?: string;
+        status: string;
+        checkedCount: number;
+        triggeredCount: number;
+        unavailableCount: number;
+        error?: unknown;
+        providerStatus?: unknown;
+    }): AlertCheckRunRecord;
+    getAlertCheckRun(id: number): AlertCheckRunRecord;
+    listAlertCheckRuns(): AlertCheckRunRecord[];
+    markStaleAutomationRunsLost(params: {
+        now?: string;
+        graceSeconds: number;
+    }): {
+        alertCheckRuns: number;
+        reportRuns: number;
+    };
+    recordNotificationEvent(params: {
+        sourceType: string;
+        sourceId?: number | null;
+        severity: string;
+        title: string;
+        body: string;
+        payload?: unknown;
+        status?: string;
+        createdAt?: string;
+    }): NotificationEventRecord;
+    listNotificationEvents(): NotificationEventRecord[];
+    getNotificationEvent(id: number): NotificationEventRecord;
+    acknowledgeNotificationEvent(id: number, acknowledgedAt?: string): NotificationEventRecord;
+    recordNotificationDeliveryAttempt(params: {
+        notificationEventId: number;
+        channel: string;
+        status: string;
+        attemptedAt?: string;
+        completedAt?: string | null;
+        response?: unknown;
+        error?: string | null;
+    }): NotificationDeliveryAttemptRecord;
+    listNotificationDeliveryAttempts(notificationEventId?: number): NotificationDeliveryAttemptRecord[];
+    getNotificationDeliveryAttempt(id: number): NotificationDeliveryAttemptRecord;
+    updateAlertObservation(params: {
+        ruleId: number;
+        observed: unknown;
+        checkedAt?: string;
+        triggeredAt?: string;
+    }): AlertRuleRecord;
+    recordAlertEvent(params: {
+        alertRuleId: number;
+        instrumentId?: number | null;
+        observedValue: unknown;
+        status: string;
+        message: string;
+        triggeredAt?: string;
+    }): AlertEventRecord;
+    recordAlertCheckResult(params: {
+        ruleId: number;
+        observed: unknown;
+        checkedAt: string;
+        trigger?: {
+            expectedPreviousValue: number | null;
+            expectedLastTriggeredAt: string | null;
+            instrumentId: number | null;
+            message: string;
+            triggeredAt: string;
+        };
+    }): {
+        triggered: boolean;
+        rule: AlertRuleRecord;
+    };
+    recordAlertEvaluationResult(params: {
+        ruleId: number;
+        observed: unknown;
+        checkedAt: string;
+        conditionState: "true" | "false" | "unknown";
+        trigger?: {
+            instrumentId: number | null;
+            title?: string;
+            message: string;
+            triggeredAt: string;
+            observedAt: string;
+            providerDataAt?: string | null;
+            sourceProvider?: string | null;
+            cacheStatus?: string;
+            dataDelayMs?: number | null;
+            triggerSource: string;
+            dedupeKey: string;
+            status?: string;
+        };
+    }): {
+        triggered: boolean;
+        event: AlertEventRecord | null;
+        rule: AlertRuleRecord;
+    };
+    recordAlertUnavailable(params: {
+        ruleId: number;
+        instrumentId?: number | null;
+        reason: string;
+        checkedAt: string;
+    }): {
+        event: AlertEventRecord;
+        rule: AlertRuleRecord;
+    };
+    listAlertEvents(): AlertEventRecord[];
+    createReportTemplate(params: {
+        name: string;
+        reportType: string;
+        cadence: string;
+        timezone: string;
+        localTime: string;
+        config: unknown;
+        enabled?: boolean;
+        nextRunAt?: string;
+    }): ReportTemplateRecord;
+    updateReportTemplate(id: number, params: {
+        name?: string;
+        reportType?: string;
+        cadence?: string;
+        timezone?: string;
+        localTime?: string;
+        config?: unknown;
+        enabled?: boolean;
+        nextRunAt?: string | null;
+    }): ReportTemplateRecord;
+    claimDueReportTemplateRun(id: number, params: {
+        scheduledFor: string;
+        nextRunAt: string;
+        claimedAt?: string;
+    }): ReportTemplateRecord | null;
+    listReportTemplates(): ReportTemplateRecord[];
+    recordReportRun(params: {
+        templateId?: number | null;
+        startedAt?: string;
+        completedAt?: string | null;
+        status: string;
+        triggerType?: string;
+        scheduledFor?: string | null;
+        ownerId?: string | null;
+        artifactPath?: string | null;
+        summary?: unknown;
+        errors?: unknown;
+    }): ReportRunRecord;
+    listReportRuns(): ReportRunRecord[];
+    recordImportBatch(params: {
+        source: string;
+        sourceLabel?: string;
+        importedAt?: string;
+        status: string;
+        rawMetadata?: unknown;
+    }): ImportBatchRecord;
+    recordImportRow(params: {
+        batchId: number;
+        rowType: string;
+        sourceSymbol?: string;
+        sourceRowId?: string;
+        sourceAccountRef?: string;
+        normalizedInstrumentId?: number | null;
+        status: string;
+        error?: string;
+        sourceMetadata?: unknown;
+        raw?: unknown;
+    }): ImportRowRecord;
+    private upsertInstrument;
+    private upsertInstrumentAliases;
+    private getWatchlistItem;
+    private getPortfolioLot;
+    private getPortfolioLotOrNull;
+    private getPrediction;
+    getAlertRule(id: number): AlertRuleRecord;
+    getAlertEvent(id: number): AlertEventRecord;
+    private getReportTemplate;
+    private getReportRun;
+    private getImportBatch;
+    private getImportRow;
+}