npm - opencandle - Versions diffs - 0.8.0 → 0.9.0 - Mend

opencandle 0.8.0 → 0.9.0

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Files changed (46) hide show

package/dist/cli-main.js +48 -24
package/dist/cli-main.js.map +1 -1
package/dist/pi/session-writer-lock.d.ts +30 -0
package/dist/pi/session-writer-lock.js +111 -0
package/dist/pi/session-writer-lock.js.map +1 -0
package/dist/prompts/workflow-prompts.js +15 -0
package/dist/prompts/workflow-prompts.js.map +1 -1
package/dist/routing/classify-intent.js +8 -9
package/dist/routing/classify-intent.js.map +1 -1
package/dist/routing/entity-extractor.js +1 -1
package/dist/routing/entity-extractor.js.map +1 -1
package/dist/routing/router-llm-client.d.ts +1 -1
package/dist/routing/router-llm-client.js +1 -1
package/dist/routing/router-llm-client.js.map +1 -1
package/dist/routing/router.js +37 -0
package/dist/routing/router.js.map +1 -1
package/dist/workflows/compare-assets.js +4 -1
package/dist/workflows/compare-assets.js.map +1 -1
package/gui/server/ask-user-bridge.ts +26 -19
package/gui/server/chat-event-adapter.ts +49 -3
package/gui/server/http-routes.ts +173 -15
package/gui/server/invoke-tool.ts +102 -7
package/gui/server/live-chat-event-adapter.ts +16 -4
package/gui/server/server.ts +42 -5
package/gui/server/session-actions.ts +7 -1
package/gui/server/session-entry-wait.ts +79 -0
package/gui/server/writer-lock.ts +1 -122
package/gui/server/ws-hub.ts +25 -0
package/gui/shared/chat-events.ts +42 -19
package/gui/shared/event-reducer.ts +41 -26
package/gui/web/dist/assets/CatalogOverlay-DcTXLc7u.js +1 -0
package/gui/web/dist/assets/index-DdMnIvZ7.css +2 -0
package/gui/web/dist/assets/index-YlMaahAS.js +65 -0
package/gui/web/dist/index.html +2 -2
package/package.json +15 -15
package/src/cli-main.ts +64 -27
package/src/pi/session-writer-lock.ts +156 -0
package/src/prompts/workflow-prompts.ts +15 -0
package/src/routing/classify-intent.ts +11 -11
package/src/routing/entity-extractor.ts +1 -1
package/src/routing/router-llm-client.ts +2 -1
package/src/routing/router.ts +46 -0
package/src/workflows/compare-assets.ts +4 -2
package/gui/web/dist/assets/CatalogOverlay-CCVKwBUB.js +0 -1
package/gui/web/dist/assets/index-Dm4Aom2_.js +0 -69
package/gui/web/dist/assets/index-UzZUg3dx.css +0 -1

package/gui/web/dist/index.html CHANGED Viewed

@@ -8,8 +8,8 @@
     <link rel="preconnect" href="https://fonts.googleapis.com" />
     <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
     <link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=JetBrains+Mono:wght@400;500&display=swap" rel="stylesheet" />
-    <script type="module" crossorigin src="/assets/index-Dm4Aom2_.js"></script>
-    <link rel="stylesheet" crossorigin href="/assets/index-UzZUg3dx.css">
+    <script type="module" crossorigin src="/assets/index-YlMaahAS.js"></script>
+    <link rel="stylesheet" crossorigin href="/assets/index-DdMnIvZ7.css">
   </head>
   <body>
     <div id="root"></div>

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "opencandle",
-  "version": "0.8.0",
+  "version": "0.9.0",
   "description": "Financial trading & investing agent",
   "license": "MIT",
   "homepage": "https://opencandle.app",
@@ -128,29 +128,29 @@
     "node": ">=22.19.0 <27"
   },
   "dependencies": {
-    "@earendil-works/pi-agent-core": "^0.79.8",
-    "@earendil-works/pi-ai": "^0.79.8",
-    "@earendil-works/pi-coding-agent": "^0.79.8",
-    "better-sqlite3": "^12.10.0",
+    "@earendil-works/pi-agent-core": "^0.80.2",
+    "@earendil-works/pi-ai": "^0.80.2",
+    "@earendil-works/pi-coding-agent": "^0.80.2",
+    "better-sqlite3": "^12.11.1",
     "duck-duck-scrape": "^2.2.7",
-    "tsx": "^4.22.3",
+    "tsx": "^4.22.4",
     "yahoo-finance2": "^3.15.3"
   },
   "peerDependencies": {
     "@sinclair/typebox": "*"
   },
   "devDependencies": {
-    "@agentclientprotocol/claude-agent-acp": "^0.37.0",
-    "@biomejs/biome": "2.5.0",
+    "@agentclientprotocol/claude-agent-acp": "^0.52.0",
+    "@agentclientprotocol/codex-acp": "^1.0.0",
+    "@biomejs/biome": "^2.5.1",
     "@sinclair/typebox": "^0.34.0",
     "@types/better-sqlite3": "^7.6.13",
-    "@types/node": "^22.19.19",
-    "@zed-industries/codex-acp": "^0.15.0",
-    "acpx": "^0.10.0",
-    "playwright-core": "^1.61.0",
+    "@types/node": "^26.0.1",
+    "acpx": "^0.11.2",
+    "playwright-core": "^1.61.1",
     "typescript": "^6.0.3",
-    "vite": "^8.0.16",
-    "vitest": "^4.1.7",
-    "vitest-evals": "^0.11.0"
+    "vite": "^8.1.0",
+    "vitest": "^4.1.9",
+    "vitest-evals": "^0.14.0"
   }
 }

package/src/cli-main.ts CHANGED Viewed

@@ -17,6 +17,12 @@ import { loadEnv } from "./config.js";
 import { handleDoctorCommand } from "./doctor/cli-command.js";
 import { createOpenCandleSession } from "./pi/session.js";
 import { continueOpenCandleSession } from "./pi/session-storage.js";
+import {
+  acquireSessionWriterLock,
+  refreshSessionWriterLock,
+  releaseSessionWriterLock,
+  writerLockScopeForSession,
+} from "./pi/session-writer-lock.js";
 const require = createRequire(import.meta.url);
 const packageRoot = resolve(dirname(fileURLToPath(import.meta.url)), "..");
@@ -190,35 +196,64 @@ async function main(): Promise<void> {
   initTheme(settingsManager.getTheme(), true);
   const sessionManager = continueOpenCandleSession(cwd);
-  const runtime = await createAgentSessionRuntime(
-    async (opts) => {
-      const services = await createAgentSessionServices({
-        cwd: opts.cwd,
-        agentDir: opts.agentDir,
-        authStorage,
-        settingsManager,
-        modelRegistry,
-      });
-      const result = await createOpenCandleSession({
-        cwd: opts.cwd,
-        agentDir: opts.agentDir,
-        settingsManager,
-        authStorage,
-        modelRegistry,
-        sessionManager: opts.sessionManager,
-        bindExtensions: false,
-      });
-      return {
-        ...result,
-        services,
-        diagnostics: services.diagnostics,
-      };
-    },
-    { cwd, agentDir, sessionManager },
+  const sessionWriterLockScope = writerLockScopeForSession(sessionManager);
+  const sessionWriterLock = await acquireSessionWriterLock(sessionWriterLockScope, "tui");
+  if (sessionWriterLock.role !== "writer") {
+    console.error(
+      `Session is currently being written by ${sessionWriterLock.lock.processKind} (pid ${sessionWriterLock.lock.pid}).`,
+    );
+    process.exitCode = 1;
+    return;
+  }
+  let activeSessionWriterLockScope = sessionWriterLockScope;
+  const writerLockHeartbeat = setInterval(
+    () => refreshSessionWriterLock(activeSessionWriterLockScope),
+    5000,
   );
+  let runtime: Awaited<ReturnType<typeof createAgentSessionRuntime>> | undefined;
   try {
+    runtime = await createAgentSessionRuntime(
+      async (opts) => {
+        const services = await createAgentSessionServices({
+          cwd: opts.cwd,
+          agentDir: opts.agentDir,
+          authStorage,
+          settingsManager,
+          modelRegistry,
+        });
+        const result = await createOpenCandleSession({
+          cwd: opts.cwd,
+          agentDir: opts.agentDir,
+          settingsManager,
+          authStorage,
+          modelRegistry,
+          sessionManager: opts.sessionManager,
+          bindExtensions: false,
+        });
+        return {
+          ...result,
+          services,
+          diagnostics: services.diagnostics,
+        };
+      },
+      { cwd, agentDir, sessionManager },
+    );
+    runtime.setRebindSession(async (nextSession) => {
+      const nextSessionWriterLockScope = writerLockScopeForSession(nextSession.sessionManager);
+      if (nextSessionWriterLockScope === activeSessionWriterLockScope) return;
+      const nextSessionWriterLock = await acquireSessionWriterLock(
+        nextSessionWriterLockScope,
+        "tui",
+      );
+      if (nextSessionWriterLock.role !== "writer") {
+        throw new Error(
+          `Session is currently being written by ${nextSessionWriterLock.lock.processKind} (pid ${nextSessionWriterLock.lock.pid}).`,
+        );
+      }
+      releaseSessionWriterLock(activeSessionWriterLockScope);
+      activeSessionWriterLockScope = nextSessionWriterLockScope;
+    });
     const interactiveMode = new InteractiveMode(runtime, {
       modelFallbackMessage: shouldSuppressFallbackMessage
         ? undefined
@@ -226,7 +261,9 @@ async function main(): Promise<void> {
     });
     await interactiveMode.run();
   } finally {
-    await runtime.dispose();
+    clearInterval(writerLockHeartbeat);
+    releaseSessionWriterLock(activeSessionWriterLockScope);
+    await runtime?.dispose();
   }
 }

package/src/pi/session-writer-lock.ts ADDED Viewed

@@ -0,0 +1,156 @@
+import {
+  closeSync,
+  mkdirSync,
+  openSync,
+  readFileSync,
+  statSync,
+  unlinkSync,
+  writeFileSync,
+} from "node:fs";
+import { dirname, join } from "node:path";
+export type ProcessKind = "tui" | "gui";
+export interface WriterLock {
+  pid: number;
+  processKind: ProcessKind;
+  acquiredAt: string;
+  lastHeartbeat: string;
+}
+export interface AcquireOptions {
+  pid?: number;
+  staleGraceMs?: number;
+}
+export type AcquireResult =
+  | { role: "writer"; lock: WriterLock }
+  | { role: "follower"; lock: WriterLock };
+export interface SessionLockScopeSource {
+  getSessionFile(): string | undefined;
+  getSessionDir(): string;
+}
+const DEFAULT_STALE_GRACE_MS = 15_000;
+export async function acquireWriterLock(
+  scopePath: string,
+  processKind: ProcessKind,
+  options: AcquireOptions = {},
+): Promise<AcquireResult> {
+  mkdirSync(dirname(lockPath(scopePath)), { recursive: true });
+  const pid = options.pid ?? process.pid;
+  const staleGraceMs = options.staleGraceMs ?? DEFAULT_STALE_GRACE_MS;
+  const created = tryCreate(scopePath, processKind, pid);
+  if (created) return { role: "writer", lock: created };
+  const existing = readWriterLock(scopePath);
+  if (existing && isLockCurrent(existing, staleGraceMs)) {
+    return { role: "follower", lock: existing };
+  }
+  await sleep(staleGraceMs);
+  const afterGrace = readWriterLock(scopePath);
+  if (afterGrace && isLockCurrent(afterGrace, staleGraceMs)) {
+    return { role: "follower", lock: afterGrace };
+  }
+  try {
+    unlinkSync(lockPath(scopePath));
+  } catch {
+    // Missing or concurrently removed is fine; the next create decides ownership.
+  }
+  const recovered = tryCreate(scopePath, processKind, pid);
+  if (recovered) return { role: "writer", lock: recovered };
+  const current = readWriterLock(scopePath) ?? afterGrace ?? existing;
+  if (!current) throw new Error("Unable to determine active writer lock");
+  return { role: "follower", lock: current };
+}
+export function readWriterLock(scopePath: string): WriterLock | null {
+  try {
+    return JSON.parse(readFileSync(lockPath(scopePath), "utf8")) as WriterLock;
+  } catch {
+    return null;
+  }
+}
+export function refreshWriterLock(scopePath: string, pid = process.pid): void {
+  const lock = readWriterLock(scopePath);
+  if (!lock || lock.pid !== pid) return;
+  writeFileSync(
+    lockPath(scopePath),
+    JSON.stringify({ ...lock, lastHeartbeat: new Date().toISOString() }, null, 2),
+  );
+}
+export function releaseWriterLock(scopePath: string, pid = process.pid): void {
+  const lock = readWriterLock(scopePath);
+  if (!lock || lock.pid !== pid) return;
+  try {
+    unlinkSync(lockPath(scopePath));
+  } catch {
+    // Best effort shutdown cleanup.
+  }
+}
+export const acquireSessionWriterLock = acquireWriterLock;
+export const refreshSessionWriterLock = refreshWriterLock;
+export const releaseSessionWriterLock = releaseWriterLock;
+export function writerLockScopeForSession(sessionManager: SessionLockScopeSource): string {
+  return sessionManager.getSessionFile() ?? sessionManager.getSessionDir();
+}
+function tryCreate(scopePath: string, processKind: ProcessKind, pid: number): WriterLock | null {
+  const now = new Date().toISOString();
+  const lock: WriterLock = { pid, processKind, acquiredAt: now, lastHeartbeat: now };
+  try {
+    const fd = openSync(lockPath(scopePath), "wx");
+    try {
+      writeFileSync(fd, JSON.stringify(lock, null, 2));
+    } finally {
+      closeSync(fd);
+    }
+    return lock;
+  } catch {
+    return null;
+  }
+}
+function isPidAlive(pid: number): boolean {
+  try {
+    process.kill(pid, 0);
+    return true;
+  } catch {
+    return false;
+  }
+}
+function isLockCurrent(lock: WriterLock, staleGraceMs: number): boolean {
+  const heartbeat = Date.parse(lock.lastHeartbeat);
+  return (
+    isPidAlive(lock.pid) && Number.isFinite(heartbeat) && Date.now() - heartbeat <= staleGraceMs
+  );
+}
+function lockPath(scopePath: string): string {
+  return isFileScope(scopePath) ? `${scopePath}.writer.lock` : join(scopePath, "writer.lock");
+}
+function isFileScope(scopePath: string): boolean {
+  if (scopePath.endsWith(".jsonl")) return true;
+  try {
+    return statSync(scopePath).isFile();
+  } catch {
+    return false;
+  }
+}
+function sleep(ms: number): Promise<void> {
+  return new Promise((resolve) => setTimeout(resolve, ms));
+}

package/src/prompts/workflow-prompts.ts CHANGED Viewed

@@ -455,6 +455,19 @@ macro hedge decision guidance:
 - Prioritize the evidence that matters most over ${timeHorizon}: near-term catalysts, earnings/guidance, forward-looking valuation/estimates, sentiment, macro sensitivity, and company-specific risks.
 - Call out evidence that is missing or unavailable, especially forward-looking estimates or company-specific catalysts.`
     : "";
+  const actionPlanResponse = timeHorizon
+    ? `
+- REQUIRED ACTION SECTION: Immediately after the summary verdict and before caveats, include a section exactly titled "### Cautious action plan". Use bullets for preferred tilt, entry conditions, position-sizing caution, downside risk/invalidation trigger, and the missing data that would change the plan for the ${timeHorizon} horizon. If this section is missing, the answer is incomplete.`
+    : "";
+  const responseHeadingOrder = timeHorizon
+    ? `
+Use these response headings in this order:
+1. Assumptions
+2. Comparison table
+3. Summary Verdict
+4. Cautious action plan
+5. Caveats`
+    : "";
   const disclosureBlock = buildDisclosureBlock(
     {
@@ -482,8 +495,10 @@ ${overlapGuidance}
 ${disclosureBlock}
 Response format:
+${responseHeadingOrder}
 ${ASSUMPTIONS_RESPONSE_INSTRUCTION}
 ${tableInstruction}
 - Provide a summary verdict: which is most attractive and why.
+${actionPlanResponse}
 - Note any caveats (different sectors, concentration, market cap disparity, unavailable fundamentals, unavailable forward-looking estimates, etc.).${horizonResponse}`;
 }

package/src/routing/classify-intent.ts CHANGED Viewed

@@ -78,11 +78,7 @@ const RULES: Rule[] = [
     confidence: 0.9,
     test: (input, entities) => {
       const lower = input.toLowerCase();
-      const hasOptionKeywords =
-        /\bcalls?\b/.test(lower) ||
-        /\bputs?\b/.test(lower) ||
-        /\boption(?:s)?\s*chain\b/.test(lower) ||
-        /\boptions?\b/.test(lower);
+      const hasOptionKeywords = hasOptionKeywordsInText(lower);
       const hasCompareKeywords =
         /\bcompare\b/.test(lower) ||
         /\bvs\.?\b/.test(lower) ||
@@ -137,12 +133,7 @@ const RULES: Rule[] = [
     confidence: 0.95,
     test: (input, entities) => {
       const lower = input.toLowerCase();
-      const hasOptionKeywords =
-        /\bcalls?\b/.test(lower) ||
-        /\bputs?\b/.test(lower) ||
-        /\boption(?:s)?\s*chain\b/.test(lower) ||
-        /\boptions?\b/.test(lower);
-      return hasOptionKeywords && entities.symbols.length >= 1;
+      return hasOptionKeywordsInText(lower) && entities.symbols.length >= 1;
     },
   },
   // Stateful portfolio/watchlist/alert/prediction mutations must not be
@@ -303,6 +294,15 @@ function isPortfolioEvaluationRequest(input: string): boolean {
   );
 }
+function hasOptionKeywordsInText(lower: string): boolean {
+  return (
+    /\bcalls?\b(?!\s+out\b)/.test(lower) ||
+    /\bputs?\b/.test(lower) ||
+    /\boption(?:s)?\s*chain\b/.test(lower) ||
+    /\boptions?\b/.test(lower)
+  );
+}
 function isStatefulTrackingRequest(input: string): boolean {
   const lower = input.toLowerCase();
   const hasPortfolioConstructionIntent =

package/src/routing/entity-extractor.ts CHANGED Viewed

@@ -451,7 +451,7 @@ function extractCostBasis(input: string): number | undefined {
 function extractDirection(input: string): "bullish" | "bearish" | undefined {
   const lower = input.toLowerCase();
-  if (/\bcalls?\b/.test(lower) || /\bbullish\b/.test(lower)) return "bullish";
+  if (/\bcalls?\b(?!\s+out\b)/.test(lower) || /\bbullish\b/.test(lower)) return "bullish";
   if (/\bputs?\b/.test(lower) || /\bbearish\b/.test(lower)) return "bearish";
   return undefined;
 }

package/src/routing/router-llm-client.ts CHANGED Viewed

@@ -1,4 +1,5 @@
-import { completeSimple, type Model } from "@earendil-works/pi-ai";
+import type { Model } from "@earendil-works/pi-ai";
+import { completeSimple } from "@earendil-works/pi-ai/compat";
 import type { RouterLlmClient } from "./router-types.js";
 /**

package/src/routing/router.ts CHANGED Viewed

@@ -276,6 +276,32 @@ export function postProcessRouterOutput(text: string, output: RouterOutput): Rou
     };
   }
+  if (
+    next.workflow === "options_screener" &&
+    next.entities.symbols.length >= 2 &&
+    isPlainMultiAssetComparisonRequest(text)
+  ) {
+    diagnostics.push({
+      code: "options_comparison_corrected_to_compare_assets",
+      message:
+        "explicit multi-asset comparison without option contract language should use compare_assets",
+    });
+    next = {
+      ...next,
+      routeKind: "workflow_dispatch",
+      route: "workflow",
+      workflow: "compare_assets",
+      missing_required: [],
+      entities: {
+        ...next.entities,
+        direction: undefined,
+        dteHint: undefined,
+        optionStrategy: undefined,
+      },
+      diagnostics,
+    };
+  }
   // Legacy rules may recover a primary route only when the LLM router path has
   // already failed validation. Otherwise they are limited to enrichment and
   // narrow corrections below.
@@ -718,6 +744,26 @@ function isOptionsEducationOrSuitabilityRequest(text: string): boolean {
   );
 }
+function isPlainMultiAssetComparisonRequest(text: string): boolean {
+  const lower = text.toLowerCase();
+  const hasCompareIntent =
+    /\bcompare\b/.test(lower) ||
+    /\bvs\.?\b/.test(lower) ||
+    /\bversus\b/.test(lower) ||
+    /\bwhich\s+is\s+better\b/.test(lower);
+  return hasCompareIntent && !hasExplicitOptionContractLanguage(lower);
+}
+function hasExplicitOptionContractLanguage(lower: string): boolean {
+  return (
+    /\bcalls?\b(?!\s+out\b)/.test(lower) ||
+    /\bputs?\b/.test(lower) ||
+    /\boption(?:s)?\s*chain\b/.test(lower) ||
+    /\boptions?\b/.test(lower) ||
+    /\b(?:strike|expiration|dte|premium|delta|theta|greeks?|contract)\b/.test(lower)
+  );
+}
 function isSpecificOptionContractSelectionRequest(text: string): boolean {
   const lower = text.toLowerCase();
   return (

package/src/workflows/compare-assets.ts CHANGED Viewed

@@ -62,7 +62,9 @@ export function buildCompareAssetsWorkflowDefinition(
       : timeHorizon
         ? `End with a concise verdict on which asset best fits the ${timeHorizon} horizon and why.`
         : "End with a concise verdict on which asset looks strongest right now and why.";
+  const actionPlanGuidance = timeHorizon
+    ? `\n- Required action section: immediately after the summary verdict and before caveats, add a section exactly titled "Cautious action plan" for the ${timeHorizon} horizon. Include preferred tilt, entry conditions, position-sizing caution, downside risk/invalidation trigger, and the missing data that would change the plan. Do not end at Caveats.`
+    : "";
   return {
     workflowType: "compare_assets",
     steps: [
@@ -76,7 +78,7 @@ export function buildCompareAssetsWorkflowDefinition(
         `Now present the side-by-side comparison for ${symbols}:
 - Keep any unavailable fundamentals marked as unavailable instead of retrying the same failed provider calls.
 - Use the ${evidenceList} you already fetched to finish the comparison even if some fundamentals are missing.
-- ${verdictInstruction}${horizonGuidance}${macroHedgeGuidance}${interestRateGuidance}${overlapGuidance}`,
+- ${verdictInstruction}${horizonGuidance}${macroHedgeGuidance}${interestRateGuidance}${overlapGuidance}${actionPlanGuidance}`,
         {
           requiredInputs: ["asset_data"],
           expectedOutputs: ["comparison_summary"],

package/gui/web/dist/assets/CatalogOverlay-CCVKwBUB.js DELETED Viewed

@@ -1 +0,0 @@

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Set([`configured`,`file`,`installed`,`session_ok`,`reachable`]),Z=new Set([`env`,`skipped`]),Q=new Set([`error`,`unreachable`]);function $(e){let t=Date.parse(e);if(Number.isNaN(t))return`just now`;let n=Math.max(0,Math.round((Date.now()-t)/1e3));if(n<60)return`just now`;let r=Math.round(n/60);if(r<60)return`${r}m ago`;let i=Math.round(r/60);return i<24?`${i}h ago`:`${Math.round(i/24)}d ago`}export{De as CatalogOverlay};