opencandle 0.6.0 → 0.8.0

package/dist/onboarding/providers.js

@@ -1,18 +1,19 @@
-// Provider registry — single source of truth for OpenCandle's credentialed
-// third-party data providers. Every setup pathway iterates this registry:
+// Provider registry — single source of truth for OpenCandle's third-party
+// data providers. Every setup/status pathway iterates this registry:
 // first-run startup, the `/connect` command, the `tool_result` credential
-// interception handler, and the gap-note generator all read from here.
+// interception handler, GUI provider rows, doctor checks, and gap-note
+// generation all read from here.
 //
-// Adding a new credentialed provider is a two-step change: add its `ProviderId`
-// to the literal union below, and add its descriptor to the `PROVIDERS` array.
-// The `satisfies` check ensures TypeScript fails the build if the union and
-// the array ever disagree.
+// Adding a new provider is a two-step change: add its id to the relevant
+// literal union below, and add its descriptor to the `PROVIDERS` array. The
+// `satisfies` and exhaustiveness checks keep the registry and id unions aligned.
 import { getConfig, loadFileConfig } from "../config.js";
 // Declaration order matters: picker display order, per-workflow prompt priority,
 // getProvidersByCategory/getProvidersByTier iteration order.
 export const PROVIDERS = [
     {
         id: "alpha_vantage",
+        kind: "api-key",
         displayName: "Alpha Vantage",
         category: "fundamentals",
         tier: "hard",
@@ -33,6 +34,7 @@ export const PROVIDERS = [
     },
     {
         id: "fred",
+        kind: "api-key",
         displayName: "FRED",
         category: "macro",
         tier: "hard",
@@ -48,6 +50,7 @@ export const PROVIDERS = [
     },
     {
         id: "finnhub",
+        kind: "api-key",
         displayName: "Finnhub",
         category: "news",
         tier: "soft",
@@ -66,6 +69,7 @@ export const PROVIDERS = [
     },
     {
         id: "brave",
+        kind: "api-key",
         displayName: "Brave Search",
         category: "web_search",
         tier: "soft",
@@ -84,6 +88,7 @@ export const PROVIDERS = [
     },
     {
         id: "exa",
+        kind: "api-key",
         displayName: "Exa",
         category: "web_search",
         tier: "soft",
@@ -107,7 +112,56 @@ export const PROVIDERS = [
         snoozeDurationDays: 7,
         instructionsHint: "Paid with free tier, signup opens in your browser",
     },
+    {
+        id: "yahoo",
+        kind: "public-http",
+        displayName: "Yahoo Finance",
+        category: "market",
+        tier: "hard",
+        aliases: ["yahoo", "yahoo-finance", "market-data", "options"],
+        probeUrl: "https://query1.finance.yahoo.com/v8/finance/chart/SPY?interval=1d&range=1d",
+        unlocks: ["quotes", "historical prices", "option chains", "market data"],
+        fallbackDescription: null,
+        snoozeDurationDays: 7,
+        instructionsHint: "No account needed; OpenCandle checks public Yahoo Finance reachability",
+    },
+    {
+        id: "twitter",
+        kind: "external-tool",
+        displayName: "X / Twitter",
+        category: "sentiment",
+        tier: "soft",
+        aliases: ["twitter", "x", "x-sentiment", "twitter-sentiment"],
+        binary: "twitter",
+        installCmd: "uv tool install twitter-cli",
+        sessionSource: "browser-cookies",
+        sessionProbeArgs: ["feed", "--max", "1", "--json"],
+        supportedBrowsers: ["Chrome", "Arc", "Edge", "Firefox", "Brave"],
+        unlocks: ["X/Twitter sentiment", "recent ticker mentions", "social engagement context"],
+        fallbackDescription: "Sentiment summaries continue with Reddit, web search, and news when X is unavailable",
+        snoozeDurationDays: 7,
+        instructionsHint: "Install twitter-cli and stay logged into x.com in a supported browser",
+    },
+    {
+        id: "reddit",
+        kind: "external-tool",
+        displayName: "Reddit",
+        category: "sentiment",
+        tier: "soft",
+        aliases: ["reddit", "reddit-sentiment", "subreddit"],
+        binary: "rdt",
+        installCmd: "uv tool install rdt-cli",
+        sessionSource: "browser-cookies",
+        supportedBrowsers: ["Chrome", "Arc", "Edge", "Firefox", "Brave"],
+        sessionProbeArgs: ["status", "--json"],
+        unlocks: ["Reddit sentiment", "ticker discussion context", "retail investor discussion"],
+        fallbackDescription: "Sentiment summaries continue with X/Twitter, web search, and news when Reddit is unavailable",
+        snoozeDurationDays: 7,
+        instructionsHint: "Install rdt-cli and stay logged into reddit.com in a supported browser",
+    },
 ];
+const _providerIdExhaustivenessCheck = {};
+void _providerIdExhaustivenessCheck;
 // -----------------------------------------------------------------------------
 // Lookup helpers
 // -----------------------------------------------------------------------------
@@ -124,6 +178,18 @@ function byId() {
 export function listAllProviders() {
     return PROVIDERS;
 }
+export function isApiKeyProvider(provider) {
+    return provider.kind === "api-key";
+}
+export function isExternalToolProvider(provider) {
+    return provider.kind === "external-tool";
+}
+export function isPublicHttpProvider(provider) {
+    return provider.kind === "public-http";
+}
+export function listApiKeyProviders() {
+    return PROVIDERS.filter(isApiKeyProvider);
+}
 export function getProvider(id) {
     const found = byId().get(id);
     if (!found) {
@@ -165,7 +231,10 @@ const CONFIG_FIELD_BY_ID = {
     exa: "exaApiKey",
 };
 export function hasCredential(id) {
-    const field = CONFIG_FIELD_BY_ID[id];
+    const descriptor = getProvider(id);
+    if (!isApiKeyProvider(descriptor))
+        return false;
+    const field = CONFIG_FIELD_BY_ID[descriptor.id];
     const value = getConfig()[field];
     return typeof value === "string" && value.length > 0;
 }
@@ -174,6 +243,8 @@ export function getCredentialSource(id) {
 }
 export function getCredential(id) {
     const descriptor = getProvider(id);
+    if (!isApiKeyProvider(descriptor))
+        return { source: "absent" };
     const envValue = process.env[descriptor.envVar];
     if (envValue && envValue.length > 0)
         return { source: "env", value: envValue };
@@ -204,7 +275,14 @@ export function resolveProviderFromArgument(arg) {
     // 3. Category match: if the needle matches a category name, return the
     //    providers in that category. One match → single descriptor. Multiple
     //    matches → array (triggers the sub-picker in the /connect handler).
-    const categories = ["fundamentals", "macro", "news", "web_search"];
+    const categories = [
+        "fundamentals",
+        "macro",
+        "news",
+        "web_search",
+        "sentiment",
+        "market",
+    ];
     const normalizedCategory = needle.replace("-", "_");
     if (categories.includes(normalizedCategory)) {
         const group = getProvidersByCategory(normalizedCategory);

package/dist/onboarding/providers.js.map

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package/dist/onboarding/state.d.ts

@@ -23,6 +23,7 @@ export declare function saveOnboardingState(state: OnboardingState, path?: strin
 export declare function markProviderCompleted(state: OnboardingState, id: ProviderId): OnboardingState;
 export declare function markProviderSnoozed(state: OnboardingState, id: ProviderId, days: number): OnboardingState;
 export declare function markProviderNeverAsk(state: OnboardingState, id: ProviderId): OnboardingState;
+export declare function clearProviderOnboardingEntry(state: OnboardingState, id: ProviderId): OnboardingState;
 export declare function markWelcomeShown(state: OnboardingState): OnboardingState;
 export declare function getProviderEntry(state: OnboardingState, id: ProviderId): ProviderOnboardingEntry | undefined;
 export interface ShouldPromptOptions {

package/dist/onboarding/state.js

@@ -125,6 +125,11 @@ export function markProviderNeverAsk(state, id) {
         },
     };
 }
+export function clearProviderOnboardingEntry(state, id) {
+    const providers = { ...state.providers };
+    delete providers[id];
+    return { ...state, providers };
+}
 export function markWelcomeShown(state) {
     return { ...state, welcomeShownAt: nowIso() };
 }

package/dist/onboarding/state.js.map

@@ -1 +1 @@
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package/dist/onboarding/tool-tags.d.ts

@@ -1,5 +1,6 @@
 import type { ProviderId } from "./providers.js";
 export type CredentialRequiredReason = "missing" | "stale";
+export type ExternalToolRequiredReason = "not_installed" | "session_missing" | "session_stale";
 export interface CredentialRequiredTagFields {
     provider: ProviderId;
     reason: CredentialRequiredReason;
@@ -21,6 +22,13 @@ export interface SkippedTagFields {
 export interface ConnectedTagFields {
     provider: ProviderId;
 }
+export interface ExternalToolRequiredTagFields {
+    provider: ProviderId;
+    reason: ExternalToolRequiredReason;
+    installCmd: string;
+    loginCmd?: string;
+    fallback: string | null;
+}
 export type ParsedTag = ({
     kind: "credential_required";
 } & CredentialRequiredTagFields) | ({
@@ -29,9 +37,12 @@ export type ParsedTag = ({
     kind: "skipped";
 } & SkippedTagFields) | ({
     kind: "connected";
-} & ConnectedTagFields);
+} & ConnectedTagFields) | ({
+    kind: "external_tool_required";
+} & ExternalToolRequiredTagFields);
 export declare function buildCredentialRequiredTag(fields: CredentialRequiredTagFields): string;
 export declare function buildSoftDegradedTag(fields: SoftDegradedTagFields): string;
 export declare function buildSkippedTag(fields: SkippedTagFields): string;
 export declare function buildConnectedTag(fields: ConnectedTagFields): string;
+export declare function buildExternalToolRequiredTag(fields: ExternalToolRequiredTagFields): string;
 export declare function parseToolTag(text: string): ParsedTag | undefined;

package/dist/onboarding/tool-tags.js

@@ -59,10 +59,22 @@ export function buildSkippedTag(fields) {
 export function buildConnectedTag(fields) {
     return `[OPENCANDLE_CONNECTED provider=${fields.provider}]`;
 }
+export function buildExternalToolRequiredTag(fields) {
+    const parts = [
+        "[OPENCANDLE_EXTERNAL_TOOL_REQUIRED",
+        formatField("provider", fields.provider),
+        formatField("reason", fields.reason),
+        `installCmd=${quote(fields.installCmd)}`,
+        formatField("fallback", fields.fallback ?? "none"),
+    ];
+    if (fields.loginCmd)
+        parts.push(`loginCmd=${quote(fields.loginCmd)}`);
+    return `${parts.join(" ")}]`;
+}
 // -----------------------------------------------------------------------------
 // Parser
 // -----------------------------------------------------------------------------
-const TAG_LINE_REGEX = /\[OPENCANDLE_(CREDENTIAL_REQUIRED|SOFT_DEGRADED|SKIPPED|CONNECTED)([^\]]*)\]/;
+const TAG_LINE_REGEX = /\[OPENCANDLE_(CREDENTIAL_REQUIRED|SOFT_DEGRADED|SKIPPED|CONNECTED|EXTERNAL_TOOL_REQUIRED)([^\]]*)\]/;
 function parseFields(raw) {
     // Split on `key=value` pairs, respecting quoted values.
     const fields = {};
@@ -144,6 +156,24 @@ export function parseToolTag(text) {
                 return undefined;
             return { kind: "connected", provider: provider };
         }
+        case "EXTERNAL_TOOL_REQUIRED": {
+            const { provider, reason, installCmd, loginCmd, fallback } = fields;
+            if (!provider ||
+                (reason !== "not_installed" &&
+                    reason !== "session_missing" &&
+                    reason !== "session_stale") ||
+                !installCmd) {
+                return undefined;
+            }
+            return {
+                kind: "external_tool_required",
+                provider: provider,
+                reason,
+                installCmd,
+                loginCmd,
+                fallback: fallback === undefined || fallback === "none" ? null : fallback,
+            };
+        }
         default:
             return undefined;
     }

package/dist/onboarding/tool-tags.js.map

@@ -1 +1 @@
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package/dist/onboarding/validation.d.ts

@@ -1,4 +1,4 @@
-import type { ProviderId } from "./providers.js";
+import type { ApiKeyProviderId } from "./providers.js";
 export type ValidationResult = {
     status: "valid";
 } | {
@@ -16,4 +16,4 @@ export type ValidationResult = {
  * This function is side-effect-free beyond the network call: it does not
  * touch the config file, onboarding state, or any in-memory cache.
  */
-export declare function validateCredential(providerId: ProviderId, key: string): Promise<ValidationResult>;
+export declare function validateCredential(providerId: ApiKeyProviderId, key: string): Promise<ValidationResult>;

package/dist/onboarding/validation.js.map

@@ -1 +1 @@
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package/dist/pi/opencandle-extension.js

@@ -15,7 +15,6 @@ import { disambiguateSymbols } from "../routing/symbol-disambiguator.js";
 import { SessionCoordinator } from "../runtime/session-coordinator.js";
 import { generateSessionTitle } from "../runtime/session-title.js";
 import { registerAskUserTool } from "../tools/interaction/ask-user.js";
-import { registerTwitterLoginTool } from "../tools/interaction/twitter-login.js";
 import { buildCompareAssetsWorkflowDefinition, buildOptionsScreenerWorkflowDefinition, buildPortfolioWorkflowDefinition, } from "../workflows/index.js";
 import { getOpenCandleToolDefinitions } from "./tool-adapter.js";
 export default function openCandleExtension(pi, options) {
@@ -48,11 +47,10 @@ export default function openCandleExtension(pi, options) {
     // overlapping turn_end events cannot double-title.
     let sessionTitleAttempted = false;
     // Register tools
-    for (const tool of getOpenCandleToolDefinitions()) {
+    for (const tool of getOpenCandleToolDefinitions({ askUserHandler: options?.askUserHandler })) {
         pi.registerTool(tool);
     }
     registerAskUserTool(pi, options?.askUserHandler);
-    registerTwitterLoginTool(pi);
     // /analyze command
     pi.registerCommand("analyze", {
         description: "Run the multi-analyst OpenCandle workflow for a ticker symbol",
@@ -84,9 +82,9 @@ export default function openCandleExtension(pi, options) {
     // `/connect <alias|id|category>` routes to a specific provider (or a
     // sub-picker for multi-provider categories like "search").
     pi.registerCommand("connect", {
-        description: "Connect a data provider (Alpha Vantage, FRED, Finnhub, Brave, Exa)",
+        description: "Connect an API-key data provider (Alpha Vantage, FRED, Finnhub, Brave, Exa)",
         handler: async (args, ctx) => {
-            const { listAllProviders, resolveProviderFromArgument, hasCredential } = await import("../onboarding/providers.js");
+            const { listApiKeyProviders, resolveProviderFromArgument, hasCredential, isApiKeyProvider } = await import("../onboarding/providers.js");
             const formatState = (id) => {
                 const state = loadOnboardingState().providers[id];
                 if (state?.status === "completed")
@@ -112,12 +110,12 @@ export default function openCandleExtension(pi, options) {
             let targetId;
             if (trimmed === "") {
                 // Bare /connect → full picker.
-                targetId = await pickProvider(listAllProviders());
+                targetId = await pickProvider(listApiKeyProviders());
             }
             else {
                 const resolved = resolveProviderFromArgument(trimmed);
                 if (!resolved) {
-                    const all = listAllProviders()
+                    const all = listApiKeyProviders()
                         .map((p) => `  ${p.displayName} (${p.aliases.join(", ")})`)
                         .join("\n");
                     ctx.ui.notify(`Unknown provider: "${trimmed}". Available:\n${all}`, "warning");
@@ -125,10 +123,20 @@ export default function openCandleExtension(pi, options) {
                 }
                 if (Array.isArray(resolved)) {
                     // Multi-provider category — show a sub-picker.
-                    targetId = await pickProvider(resolved);
+                    const apiKeyProviders = resolved.filter(isApiKeyProvider);
+                    if (apiKeyProviders.length === 0) {
+                        ctx.ui.notify(`"${trimmed}" does not use API-key setup. Run opencandle doctor for setup status.`, "warning");
+                        return;
+                    }
+                    targetId = await pickProvider(apiKeyProviders);
                 }
                 else {
-                    targetId = resolved.id;
+                    const descriptor = resolved;
+                    if (!isApiKeyProvider(descriptor)) {
+                        ctx.ui.notify(`${descriptor.displayName} does not use API-key setup. Run opencandle doctor for setup status.`, "warning");
+                        return;
+                    }
+                    targetId = descriptor.id;
                 }
             }
             if (!targetId) {
@@ -315,17 +323,85 @@ export default function openCandleExtension(pi, options) {
                 degradationAccumulator.record(parsed.provider);
             }
         }
-        // Second pass: look for a credential-required tag; on match, run the
-        // interception decision and either replace the tool result or prompt
-        // the user. Only the first credential_required tag in the content list
-        // is acted on — subsequent hard-tier prompts are silenced by the
-        // per-workflow cap at the decision-function level.
+        // Second pass: look for setup-required tags; on match, run the interception
+        // decision and either replace the tool result or prompt the user. Only the
+        // first setup tag in the content list is acted on.
         for (const block of event.content) {
             if (block.type !== "text")
                 continue;
             const parsed = parseToolTag(block.text);
-            if (!parsed || parsed.kind !== "credential_required")
+            if (!parsed ||
+                (parsed.kind !== "credential_required" && parsed.kind !== "external_tool_required")) {
                 continue;
+            }
+            if (parsed.kind === "external_tool_required") {
+                const state = loadOnboardingState();
+                const descriptor = getProvider(parsed.provider);
+                if (state.providers[parsed.provider]?.status === "never_ask") {
+                    return {
+                        content: [
+                            {
+                                type: "text",
+                                text: `${buildSkippedTag({
+                                    provider: parsed.provider,
+                                    reason: "credential_not_provided",
+                                    remediation: `run ${parsed.installCmd} and ${parsed.loginCmd ?? "rdt login"} to enable ${descriptor.displayName} (silenced)`,
+                                    silenced: true,
+                                })}\n\n` +
+                                    `${descriptor.displayName} data was not fetched because you previously asked not to be reminded about this provider.`,
+                            },
+                        ],
+                    };
+                }
+                const setupLabel = parsed.reason === "not_installed"
+                    ? `Continue after installing ${descriptor.displayName}`
+                    : `Continue after logging in to ${descriptor.displayName}`;
+                const skipLabel = `Skip ${descriptor.displayName} once`;
+                const neverLabel = `Always skip ${descriptor.displayName}`;
+                const installOrLogin = parsed.reason === "not_installed"
+                    ? `Install command: ${parsed.installCmd}.`
+                    : `Login command: ${parsed.loginCmd ?? "rdt login"}.`;
+                const questionBody = `${descriptor.displayName} requires a local external tool before this data can be fetched. ` +
+                    `${installOrLogin} How would you like to proceed?`;
+                sessionPromptedSet.add(parsed.provider);
+                const promptResult = await promptUser(ctx, {
+                    question: questionBody,
+                    questionType: "select",
+                    options: [setupLabel, skipLabel, neverLabel],
+                }, options?.askUserHandler);
+                const answer = promptResult.cancelled ? skipLabel : (promptResult.answer ?? skipLabel);
+                if (answer.startsWith("Always")) {
+                    saveOnboardingState(markProviderNeverAsk(state, parsed.provider));
+                }
+                if (answer.startsWith("Continue")) {
+                    return {
+                        content: [
+                            {
+                                type: "text",
+                                text: `${buildConnectedTag({ provider: parsed.provider })}\n\n` +
+                                    `${descriptor.displayName} setup was acknowledged. Re-run the original ${descriptor.displayName} request now; if setup is still unavailable, continue without ${descriptor.displayName} and disclose the source gap.`,
+                            },
+                        ],
+                    };
+                }
+                const silenced = answer.startsWith("Always");
+                const remediation = silenced
+                    ? `run ${parsed.installCmd} and ${parsed.loginCmd ?? "rdt login"} to enable ${descriptor.displayName} (silenced)`
+                    : `run ${parsed.installCmd} and ${parsed.loginCmd ?? "rdt login"} to enable ${descriptor.displayName}`;
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: `${buildSkippedTag({
+                                provider: parsed.provider,
+                                reason: "credential_not_provided",
+                                remediation,
+                                silenced,
+                            })}\n\n${descriptor.displayName} data was omitted per your choice.`,
+                        },
+                    ],
+                };
+            }
             const state = loadOnboardingState();
             const action = resolveCredentialRequired({
                 provider: parsed.provider,