opencandle 0.9.0 → 0.11.0

package/dist/pi/tui-session-coordinator.js

@@ -0,0 +1,283 @@
+import { randomBytes } from "node:crypto";
+import { createServer } from "node:http";
+import { clearPendingSessionAction, hasAcceptedSessionAction, hasPendingSessionAction, recordAcceptedSessionAction, recordPendingSessionAction, } from "./session-action-dedupe.js";
+const DEDUPE_RETENTION_MS = 10 * 60 * 1000;
+export async function startTuiSessionCoordinatorServer(options) {
+    const now = options.now ?? Date.now;
+    const secret = randomBytes(32).toString("base64url");
+    const acceptedActions = new Map();
+    const activeRunSessions = new Set();
+    const server = createServer((req, res) => {
+        void handleRequest(req, res).catch((error) => {
+            const message = error instanceof Error ? error.message : String(error);
+            writeJson(res, { error: message }, 500);
+        });
+    });
+    await new Promise((resolve, reject) => {
+        server.once("error", reject);
+        server.listen(0, "127.0.0.1", () => {
+            server.off("error", reject);
+            resolve();
+        });
+    });
+    const address = server.address();
+    const endpoint = `http://127.0.0.1:${address.port}`;
+    return {
+        endpoint,
+        secret,
+        close: () => new Promise((resolve, reject) => {
+            server.close((error) => (error ? reject(error) : resolve()));
+        }),
+    };
+    async function handleRequest(req, res) {
+        const url = new URL(req.url ?? "/", endpoint);
+        if (url.pathname !== "/api/local-coordinator/chat-run" || req.method !== "POST") {
+            writeJson(res, { error: "Not found" }, 404);
+            return;
+        }
+        if (!isLoopbackAddress(req.socket.remoteAddress) ||
+            req.headers["x-opencandle-coordinator-secret"] !== secret) {
+            writeJson(res, { error: "Local coordinator request was not authorized." }, 403);
+            return;
+        }
+        const body = asRecord(await readJsonBody(req));
+        const prompt = String(body.prompt ?? "").trim();
+        const requestedSessionId = String(body.sessionId ?? "").trim();
+        const actionId = String(body.actionId ?? "").trim() || `legacy-tui-chat-${now()}`;
+        const sessionManager = options.getSessionManager();
+        const sessionId = sessionManager.getSessionId();
+        if (!prompt) {
+            writeJson(res, { error: "prompt is required" }, 400);
+            return;
+        }
+        if (requestedSessionId && requestedSessionId !== sessionId) {
+            writeJson(res, { error: "Session route and request body disagree", code: "session_changed" }, 409);
+            return;
+        }
+        try {
+            options.syncWriterLockScope?.();
+        }
+        catch (error) {
+            const message = error instanceof Error ? error.message : String(error);
+            writeJson(res, { error: message, code: "syncing" }, 409);
+            return;
+        }
+        pruneExpiredActions();
+        const actionKey = `${sessionId}:${actionId}`;
+        if (acceptedActions.has(actionKey) || hasAcceptedSessionAction(sessionManager, actionId)) {
+            writeJson(res, { ok: true, duplicate: true });
+            return;
+        }
+        if (hasPendingSessionAction(sessionManager, actionId)) {
+            writeJson(res, { error: "OpenCandle is reconnecting to this session.", code: "syncing" }, 409);
+            return;
+        }
+        let session;
+        try {
+            session = options.getSession();
+        }
+        catch (error) {
+            const message = error instanceof Error ? error.message : String(error);
+            writeJson(res, { error: message, code: "session_starting" }, 409);
+            return;
+        }
+        if (activeRunSessions.has(sessionId) ||
+            session.isStreaming ||
+            session.pendingMessageCount > 0) {
+            writeJson(res, {
+                error: "OpenCandle is still working in this session. Try again when it finishes.",
+                code: "session_busy",
+            }, 409);
+            return;
+        }
+        activeRunSessions.add(sessionId);
+        try {
+            recordPendingSessionAction(sessionManager, actionId);
+            let actionAccepted = false;
+            const recordAcceptedAction = () => {
+                if (actionAccepted)
+                    return;
+                recordAcceptedSessionAction(sessionManager, actionId);
+                options.syncWriterLockScope?.();
+                acceptedActions.set(actionKey, { expiresAt: now() + DEDUPE_RETENTION_MS });
+                actionAccepted = true;
+            };
+            let completed;
+            try {
+                completed = await streamPromptRun(res, prompt, sessionId, recordAcceptedAction);
+            }
+            catch (error) {
+                if (!actionAccepted)
+                    clearPendingSessionAction(sessionManager, actionId);
+                throw error;
+            }
+            if (completed) {
+                recordAcceptedAction();
+            }
+            else if (!actionAccepted) {
+                clearPendingSessionAction(sessionManager, actionId);
+            }
+        }
+        finally {
+            activeRunSessions.delete(sessionId);
+        }
+    }
+    async function streamPromptRun(res, prompt, sessionId, onPromptAdmitted) {
+        options.syncWriterLockScope?.();
+        const session = options.getSession();
+        const sessionManager = options.getSessionManager();
+        const beforeEntries = sessionManager.getEntries();
+        const beforeCount = beforeEntries.length;
+        let seq = 1;
+        const runId = `tui-run-${now()}`;
+        res.writeHead(200, {
+            "content-type": "text/event-stream; charset=utf-8",
+            "cache-control": "no-cache, no-transform",
+            connection: "keep-alive",
+        });
+        writeSse(res, { type: "run.started", runId, sessionId, seq: seq++ });
+        res.flushHeaders?.();
+        try {
+            const modelUnavailableMessage = options.getModelUnavailableMessage();
+            if (!prompt.startsWith("/") && modelUnavailableMessage) {
+                sessionManager.appendMessage({ role: "user", content: prompt, timestamp: now() });
+                onPromptAdmitted();
+                options.syncWriterLockScope?.();
+                sessionManager.appendCustomMessageEntry("opencandle-model-setup", modelUnavailableMessage, true, {
+                    source: "tui",
+                });
+            }
+            else {
+                const unsubscribe = subscribeToPromptAdmission(session, prompt, onPromptAdmitted);
+                try {
+                    await session.prompt(prompt);
+                    options.syncWriterLockScope?.();
+                    await waitForTurnSettlement(session);
+                }
+                finally {
+                    unsubscribe?.();
+                }
+            }
+            const newEntries = sessionManager.getEntries().slice(beforeCount);
+            for (const event of entriesToChatEvents(newEntries, sessionId, seq)) {
+                writeSse(res, event);
+                seq = event.seq + 1;
+            }
+            writeSse(res, { type: "run.completed", runId, sessionId, seq });
+            return true;
+        }
+        catch (error) {
+            const message = error instanceof Error ? error.message : String(error);
+            writeSse(res, { type: "run.failed", runId, sessionId, error: { message }, seq });
+            return false;
+        }
+        finally {
+            res.end();
+        }
+    }
+    function pruneExpiredActions() {
+        const currentTime = now();
+        for (const [actionKey, accepted] of acceptedActions) {
+            if (accepted.expiresAt <= currentTime)
+                acceptedActions.delete(actionKey);
+        }
+    }
+    function subscribeToPromptAdmission(session, prompt, onPromptAdmitted) {
+        if (prompt.startsWith("/"))
+            return undefined;
+        const maybeSession = session;
+        if (typeof maybeSession.subscribe !== "function")
+            return undefined;
+        return maybeSession.subscribe((event) => {
+            const record = asRecord(event);
+            if (record.type !== "message_start")
+                return;
+            const message = asRecord(record.message);
+            if (message.role !== "user")
+                return;
+            if (messageTextFromContent(message.content).trim() === prompt.trim())
+                onPromptAdmitted();
+        });
+    }
+}
+async function waitForTurnSettlement(session) {
+    const startedAt = Date.now();
+    while (session.isStreaming || session.pendingMessageCount > 0) {
+        if (Date.now() - startedAt > 120_000) {
+            throw new Error("Timed out waiting for session turn to settle");
+        }
+        await new Promise((resolve) => setTimeout(resolve, 50));
+    }
+}
+function entriesToChatEvents(entries, sessionId, startSeq) {
+    let seq = startSeq;
+    const events = [];
+    for (const entry of entries) {
+        const record = asRecord(entry);
+        const message = asRecord(record.message);
+        const source = Object.keys(message).length > 0 ? message : record;
+        const role = typeof source.role === "string"
+            ? source.role
+            : record.type === "custom_message"
+                ? "assistant"
+                : undefined;
+        const content = normalizeContent(source.content);
+        if (!role || content.length === 0)
+            continue;
+        events.push({
+            type: "message.completed",
+            sessionId,
+            messageId: String(record.id ?? `tui-entry-${seq}`),
+            role,
+            content,
+            seq: seq++,
+        });
+    }
+    return events;
+}
+function normalizeContent(content) {
+    if (typeof content === "string")
+        return [{ type: "text", text: content }];
+    if (Array.isArray(content))
+        return content.map(asRecord).filter((item) => item.type);
+    const record = asRecord(content);
+    if (typeof record.text === "string")
+        return [{ type: "text", text: record.text }];
+    return [];
+}
+function messageTextFromContent(content) {
+    if (typeof content === "string")
+        return content;
+    if (!Array.isArray(content))
+        return "";
+    return content
+        .map((part) => typeof part === "object" && part !== null && "text" in part && typeof part.text === "string"
+        ? part.text
+        : "")
+        .join("");
+}
+function writeJson(res, value, status = 200) {
+    res.writeHead(status, { "content-type": "application/json" });
+    res.end(JSON.stringify(value));
+}
+function writeSse(res, event) {
+    res.write(`data: ${JSON.stringify(event)}\n\n`);
+}
+async function readJsonBody(req) {
+    const chunks = [];
+    for await (const chunk of req) {
+        chunks.push(Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk));
+    }
+    if (chunks.length === 0)
+        return {};
+    return JSON.parse(Buffer.concat(chunks).toString("utf8"));
+}
+function isLoopbackAddress(address) {
+    return address === "127.0.0.1" || address === "::1" || address === "::ffff:127.0.0.1";
+}
+function asRecord(value) {
+    return typeof value === "object" && value !== null && !Array.isArray(value)
+        ? value
+        : {};
+}
+//# sourceMappingURL=tui-session-coordinator.js.map

package/dist/pi/tui-session-coordinator.js.map

@@ -0,0 +1 @@
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package/dist/prompts/context-builder.js

@@ -228,7 +228,7 @@ const TOOL_CATALOG = `## Available Tools
 - **Sentiment**: get_reddit_sentiment, get_twitter_sentiment, get_web_sentiment, get_sentiment_trend, get_sentiment_summary — retail and news sentiment from Reddit, Twitter/X, and web sources with historical trends and cross-source divergence detection
 - **Web Search**: search_web — breaking news, earnings context, company events, regulatory developments. Supported freshness values are hours, day, week, and month; use category general with freshness month for broad industry context; never pass unsupported values such as all, year, 3mo, quarter, or custom date ranges. When a dedicated tool can answer the question (quotes, fundamentals, earnings, macro, SEC filings, sentiment), use that tool instead — do not add search_web as a supplementary source for data available through dedicated tools
 - **Options**: get_option_chain — full options chain with strikes, bids/asks, volume, OI, IV, and computed Greeks (delta, gamma, theta, vega, rho)
-- **Portfolio**: track_portfolio, analyze_risk, manage_watchlist, analyze_correlation, analyze_holdings_overlap, track_prediction, manage_alerts, daily_watchlist_report, manage_notifications — position tracking, P&L, Sharpe ratio, VaR, watchlist tracking, durable local alerts, daily watchlist reports, notification history, correlation matrix, ETF/fund holdings overlap, and prediction tracking with accuracy scoring
+- **Portfolio**: track_portfolio, analyze_risk, manage_watchlist, analyze_correlation, analyze_holdings_overlap, manage_alerts, daily_watchlist_report, manage_notifications — position tracking, P&L, Sharpe ratio, VaR, watchlist tracking, durable local alerts, daily watchlist reports, notification history, correlation matrix, and ETF/fund holdings overlap
 - **User Interaction**: ask_user — ask the user a clarification question when their request is ambiguous or missing key details`;
 function buildToolCatalog(addonDescriptions) {
     if (!addonDescriptions || addonDescriptions.length === 0) {

package/dist/prompts/policy-cards.js

@@ -119,7 +119,7 @@ For strategy backtest prompts, use backtest_strategy evidence before judging whe
         status: "implemented",
         capabilityGapIds: [],
         content: `## Stateful Tracking Update Policy
-For watchlist, portfolio tracking, alert management, daily-report, prediction recording, and prediction-check prompts, use the state tool that owns the change or lookup: manage_watchlist, track_prediction, track_portfolio, manage_alerts, or daily_watchlist_report. Do not confirm a saved change from prose alone. Confirm the persisted state update with the symbol, action, direction, entry price, target, stop, conviction, timeframe, or check result that the tool accepted. If the user asks to create an alert and check it now in the same request, call manage_alerts with the matching create action and check_after_create=true. If required fields for a state mutation are missing, ask the smallest clarification question instead of inventing values. For check or list operations, summarize the saved state and say clearly when no records exist. Do not turn a state update into a buy/sell recommendation unless the user separately asks for market analysis.`,
+For watchlist, portfolio tracking, alert management, and daily-report prompts, use the state tool that owns the change or lookup: manage_watchlist, track_portfolio, manage_alerts, or daily_watchlist_report. Do not confirm a saved change from prose alone. Confirm the persisted state update with the symbol, action, quantity, cost, target, stop, or check result that the tool accepted. If the user asks to create an alert and check it now in the same request, call manage_alerts with the matching create action and check_after_create=true. If required fields for a state mutation are missing, ask the smallest clarification question instead of inventing values. For check or list operations, summarize the saved state and say clearly when no records exist. Do not turn a state update into a buy/sell recommendation unless the user separately asks for market analysis.`,
     },
     retail_finance_tradeoff: {
         id: "retail_finance_tradeoff",

package/dist/prompts/policy-cards.js.map

@@ -1 +1 @@
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+{"version":3,"file":"policy-cards.js","sourceRoot":"","sources":["../../src/prompts/policy-cards.ts"],"names":[],"mappings":"AAOA,MAAM,CAAC,MAAM,eAAe,GAAG;IAC7B,uBAAuB;IACvB,uBAAuB;IACvB,2BAA2B;IAC3B,oBAAoB;IACpB,sBAAsB;IACtB,eAAe;IACf,iBAAiB;IACjB,kBAAkB;IAClB,4BAA4B;IAC5B,yBAAyB;IACzB,kBAAkB;IAClB,iBAAiB;IACjB,0BAA0B;IAC1B,yBAAyB;IACzB,mBAAmB;IACnB,2BAA2B;IAC3B,kCAAkC;IAClC,oCAAoC;IACpC,kBAAkB;CACV,CAAC;AAYX,MAAM,kCAAkC,GACtC,mIAAmI,CAAC;AACtI,MAAM,uCAAuC,GAC3C,mIAAmI,CAAC;AACtI,MAAM,sBAAsB,GAAG,kDAAkD,CAAC;AAClF,MAAM,+BAA+B,GACnC,sHAAsH,CAAC;AAEzH,MAAM,YAAY,GAA2C;IAC3D,qBAAqB,EAAE;QACrB,EAAE,EAAE,uBAAuB;QAC3B,UAAU,EAAE,uBAAuB;QACnC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,CAAC,qBAAqB,CAAC;QACzC,OAAO,EAAE;m6DACs5D;KACh6D;IACD,qBAAqB,EAAE;QACrB,EAAE,EAAE,uBAAuB;QAC3B,UAAU,EAAE,uBAAuB;QACnC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;otEACusE;KACjtE;IACD,yBAAyB,EAAE;QACzB,EAAE,EAAE,2BAA2B;QAC/B,UAAU,EAAE,2BAA2B;QACvC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,CAAC,iBAAiB,CAAC;QACrC,OAAO,EAAE;iyBACoxB;KAC9xB;IACD,kBAAkB,EAAE;QAClB,EAAE,EAAE,oBAAoB;QACxB,UAAU,EAAE,oBAAoB;QAChC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,CAAC,wBAAwB,CAAC;QAC5C,OAAO,EAAE;wyBAC2xB;KACryB;IACD,oBAAoB,EAAE;QACpB,EAAE,EAAE,sBAAsB;QAC1B,UAAU,EAAE,sBAAsB;QAClC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;+4BACk4B;KAC54B;IACD,aAAa,EAAE;QACb,EAAE,EAAE,eAAe;QACnB,UAAU,EAAE,eAAe;QAC3B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,CAAC,sBAAsB,CAAC;QAC1C,OAAO,EAAE;+wCACkwC;KAC5wC;IACD,eAAe,EAAE,WAAW,CAAC,iBAAiB,EAAE,iBAAiB,EAAE,EAAE,CAAC;IACtE,gBAAgB,EAAE;QAChB,EAAE,EAAE,kBAAkB;QACtB,UAAU,EAAE,kBAAkB;QAC9B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;+8FACk8F;KAC58F;IACD,0BAA0B,EAAE;QAC1B,EAAE,EAAE,4BAA4B;QAChC,UAAU,EAAE,kBAAkB;QAC9B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;2nDAC8mD;KACxnD;IACD,uBAAuB,EAAE;QACvB,EAAE,EAAE,yBAAyB;QAC7B,UAAU,EAAE,yBAAyB;QACrC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,CAAC,iBAAiB,EAAE,4BAA4B,CAAC;QACnE,OAAO,EAAE;goGACmnG;KAC7nG;IACD,gBAAgB,EAAE;QAChB,EAAE,EAAE,kBAAkB;QACtB,UAAU,EAAE,kBAAkB;QAC9B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;0xEAC6wE;KACvxE;IACD,eAAe,EAAE;QACf,EAAE,EAAE,iBAAiB;QACrB,UAAU,EAAE,iBAAiB;QAC7B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;k4BACq3B;KAC/3B;IACD,wBAAwB,EAAE;QACxB,EAAE,EAAE,0BAA0B;QAC9B,UAAU,EAAE,0BAA0B;QACtC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;m2BACs1B;KACh2B;IACD,uBAAuB,EAAE;QACvB,EAAE,EAAE,yBAAyB;QAC7B,UAAU,EAAE,yBAAyB;QACrC,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,CAAC,sBAAsB,EAAE,qBAAqB,EAAE,qBAAqB,CAAC;QACxF,OAAO,EAAE;61DACg1D,kCAAkC,ohBAAohB;KACh5E;IACD,iBAAiB,EAAE;QACjB,EAAE,EAAE,mBAAmB;QACvB,UAAU,EAAE,mBAAmB;QAC/B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;2zCAC8yC,kCAAkC,6wCAA6wC,uCAAuC,qPAAqP;KACn4F;IACD,yBAAyB,EAAE;QACzB,EAAE,EAAE,2BAA2B;QAC/B,UAAU,EAAE,mBAAmB;QAC/B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;88CACi8C,+BAA+B,EAAE;KAC5+C;IACD,gCAAgC,EAAE;QAChC,EAAE,EAAE,kCAAkC;QACtC,UAAU,EAAE,mBAAmB;QAC/B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;sgCACy/B;KACngC;IACD,kCAAkC,EAAE;QAClC,EAAE,EAAE,oCAAoC;QACxC,UAAU,EAAE,mBAAmB;QAC/B,MAAM,EAAE,aAAa;QACrB,gBAAgB,EAAE,EAAE;QACpB,OAAO,EAAE;6CACgC,sBAAsB,oiCAAoiC;KACpmC;IACD,gBAAgB,EAAE,WAAW,CAAC,kBAAkB,EAAE,kBAAkB,EAAE,EAAE,CAAC;CAC1E,CAAC;AAEF,MAAM,UAAU,aAAa,CAAC,EAAgB;IAC5C,OAAO,YAAY,CAAC,EAAE,CAAC,CAAC;AAC1B,CAAC;AAED,MAAM,UAAU,2BAA2B,CAAC,QAAsC;IAChF,IAAI,CAAC,QAAQ,IAAI,QAAQ,CAAC,YAAY,KAAK,cAAc;QAAE,OAAO,EAAE,CAAC;IACrE,MAAM,IAAI,GAAG,aAAa,CAAC,QAAQ,CAAC,YAAY,CAAC,CAAC;IAClD,IAAI,IAAI,CAAC,MAAM,KAAK,aAAa;QAAE,OAAO,EAAE,CAAC;IAC7C,OAAO,IAAI,CAAC,OAAO,CAAC;AACtB,CAAC;AAED,MAAM,UAAU,0BAA0B;IACxC,MAAM,MAAM,GAAa,EAAE,CAAC;IAC5B,KAAK,MAAM,IAAI,IAAI,MAAM,CAAC,MAAM,CAAC,YAAY,CAAC,EAAE,CAAC;QAC/C,IAAI,IAAI,CAAC,MAAM,KAAK,aAAa,IAAI,IAAI,CAAC,OAAO,CAAC,IAAI,EAAE,KAAK,EAAE,EAAE,CAAC;YAChE,MAAM,CAAC,IAAI,CAAC,GAAG,IAAI,CAAC,EAAE,8CAA8C,CAAC,CAAC;QACxE,CAAC;QACD,IAAI,IAAI,CAAC,MAAM,KAAK,aAAa,IAAI,IAAI,CAAC,gBAAgB,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;YACtE,MAAM,KAAK,GAAG,IAAI,CAAC,OAAO,CAAC,WAAW,EAAE,CAAC;YACzC,IAAI,CAAC,KAAK,CAAC,QAAQ,CAAC,UAAU,CAAC,IAAI,CAAC,KAAK,CAAC,QAAQ,CAAC,aAAa,CAAC,EAAE,CAAC;gBAClE,MAAM,CAAC,IAAI,CAAC,GAAG,IAAI,CAAC,EAAE,uDAAuD,CAAC,CAAC;YACjF,CAAC;QACH,CAAC;IACH,CAAC;IACD,OAAO,MAAM,CAAC;AAChB,CAAC;AAED,SAAS,WAAW,CAClB,EAAsB,EACtB,UAAsB,EACtB,gBAAmC;IAEnC,OAAO;QACL,EAAE;QACF,UAAU;QACV,MAAM,EAAE,aAAa;QACrB,gBAAgB;QAChB,OAAO,EAAE,EAAE;KACZ,CAAC;AACJ,CAAC"}

package/dist/routing/classify-intent.js

@@ -117,9 +117,9 @@ const RULES = [
             return hasOptionKeywordsInText(lower) && entities.symbols.length >= 1;
         },
     },
-    // Stateful portfolio/watchlist/alert/prediction mutations must not be
-    // mistaken for compare or portfolio-construction workflows just because a
-    // cost basis, target, or currency token is present.
+    // Stateful portfolio/watchlist/alert mutations must not be mistaken for
+    // compare or portfolio-construction workflows just because a cost basis,
+    // target, or currency token is present.
     {
         workflow: "watchlist_or_tracking",
         confidence: 0.95,
@@ -161,7 +161,6 @@ const RULES = [
         test: (input) => {
             const lower = input.toLowerCase();
             return (/\bwatchlist\b/.test(lower) ||
-                /\bprediction/i.test(lower) ||
                 /\bshow\s+my\s+portfolio\b/.test(lower) ||
                 /\bmy\s+portfolio\b/.test(lower) ||
                 /\btrack\b/.test(lower));
@@ -262,7 +261,7 @@ function isStatefulTrackingRequest(input) {
         /\bportfolio\b/.test(lower) &&
         /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
     const hasStateVerb = /\b(?:add|remove|update|record|track|create|configure|check|show|list|view|cancel)\b/.test(lower);
-    const hasStateObject = /\b(?:watchlist|portfolio|holding|holdings|position|positions|prediction|predictions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(lower);
+    const hasStateObject = /\b(?:watchlist|portfolio|holding|holdings|position|positions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(lower);
     const hasPortfolioLotShape = /\b(?:add|record|track)\b/.test(lower) &&
         /\b\d+(?:\.\d+)?\s+shares?\b/.test(lower) &&
         /\b(?:portfolio|holding|holdings|position|positions)\b/.test(lower);

package/dist/routing/classify-intent.js.map

@@ -1 +1 @@
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package/dist/routing/route-manifest.js

@@ -24,7 +24,6 @@ export const TOOL_BUNDLE_TOOLS = {
         "analyze_holdings_overlap",
         "track_portfolio",
         "manage_watchlist",
-        "track_prediction",
         "manage_alerts",
         "daily_watchlist_report",
         "manage_notifications",

package/dist/routing/route-manifest.js.map

@@ -1 +1 @@
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+{"version":3,"file":"route-manifest.js","sourceRoot":"","sources":["../../src/routing/route-manifest.ts"],"names":[],"mappings":"AAIA,MAAM,CAAC,MAAM,WAAW,GAA+B;IACrD,mBAAmB;IACnB,YAAY;IACZ,eAAe;IACf,cAAc;CACf,CAAC;AAEF,MAAM,CAAC,MAAM,iBAAiB,GAA8C;IAC1E,WAAW,EAAE;QACX,eAAe;QACf,iBAAiB;QACjB,mBAAmB;QACnB,eAAe;QACf,kBAAkB;QAClB,oBAAoB;QACpB,sBAAsB;QACtB,gBAAgB;QAChB,cAAc;QACd,mBAAmB;QACnB,aAAa;QACb,0BAA0B;QAC1B,mBAAmB;QACnB,cAAc;QACd,qBAAqB;QACrB,0BAA0B;QAC1B,iBAAiB;QACjB,kBAAkB;QAClB,eAAe;QACf,wBAAwB;QACxB,sBAAsB;QACtB,YAAY;KACb;IACD,OAAO,EAAE,CAAC,kBAAkB,EAAE,iBAAiB,EAAE,eAAe,EAAE,YAAY,CAAC;IAC/E,KAAK,EAAE,CAAC,mBAAmB,EAAE,gBAAgB,EAAE,YAAY,CAAC;IAC5D,SAAS,EAAE;QACT,sBAAsB;QACtB,uBAAuB;QACvB,mBAAmB;QACnB,qBAAqB;QACrB,uBAAuB;QACvB,gBAAgB;QAChB,YAAY;KACb;IACD,GAAG,EAAE,CAAC,iBAAiB,EAAE,sBAAsB,EAAE,YAAY,CAAC;IAC9D,aAAa,EAAE,CAAC,UAAU,CAAC;CAC5B,CAAC;AA0BF,MAAM,CAAC,MAAM,yBAAyB,GAA6C;IACjF,iBAAiB,EAAE;QACjB,SAAS,EAAE,mBAAmB;QAC9B,WAAW,EAAE,UAAU;QACvB,cAAc,EAAE,mBAAmB;QACnC,WAAW,EAAE,CAAC,aAAa,CAAC;QAC5B,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,aAAa,EAAE,IAAI;KACpB;IACD,UAAU,EAAE;QACV,SAAS,EAAE,YAAY;QACvB,WAAW,EAAE,UAAU;QACvB,cAAc,EAAE,YAAY;QAC5B,WAAW,EAAE,CAAC,aAAa,CAAC;QAC5B,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,aAAa,EAAE,KAAK;KACrB;IACD,aAAa,EAAE;QACb,SAAS,EAAE,eAAe;QAC1B,WAAW,EAAE,UAAU;QACvB,cAAc,EAAE,eAAe;QAC/B,WAAW,EAAE,CAAC,eAAe,CAAC;QAC9B,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,aAAa,EAAE,IAAI;KACpB;IACD,YAAY,EAAE;QACZ,SAAS,EAAE,cAAc;QACzB,WAAW,EAAE,UAAU;QACvB,cAAc,EAAE,cAAc;QAC9B,WAAW,EAAE,EAAE;QACf,YAAY,EAAE,EAAE;QAChB,aAAa,EAAE,KAAK;KACrB;CACF,CAAC;AAEF,MAAM,CAAC,MAAM,4BAA4B,GAGrC;IACF,iBAAiB,EAAE;QACjB,QAAQ,EAAE,mBAAmB;QAC7B,YAAY,EAAE,IAAI;QAClB,aAAa,EAAE,CAAC,QAAQ,CAAC;QACzB,WAAW,EAAE,CAAC,aAAa,EAAE,OAAO,EAAE,WAAW,EAAE,eAAe,CAAC;QACnE,YAAY,EAAE,CAAC,kBAAkB,EAAE,sBAAsB,EAAE,kBAAkB,CAAC;QAC9E,cAAc,EAAE,mBAAmB;KACpC;IACD,gBAAgB,EAAE;QAChB,QAAQ,EAAE,kBAAkB;QAC5B,YAAY,EAAE,IAAI;QAClB,aAAa,EAAE,CAAC,QAAQ,CAAC;QACzB,WAAW,EAAE,CAAC,aAAa,EAAE,SAAS,EAAE,WAAW,EAAE,eAAe,CAAC;QACrE,YAAY,EAAE,CAAC,kBAAkB,EAAE,sBAAsB,EAAE,kBAAkB,CAAC;QAC9E,cAAc,EAAE,mBAAmB;KACpC;IACD,cAAc,EAAE;QACd,QAAQ,EAAE,gBAAgB;QAC1B,YAAY,EAAE,IAAI;QAClB,aAAa,EAAE,CAAC,SAAS,CAAC;QAC1B,WAAW,EAAE,CAAC,aAAa,EAAE,OAAO,EAAE,WAAW,EAAE,eAAe,CAAC;QACnE,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,cAAc,EAAE,mBAAmB;KACpC;IACD,qBAAqB,EAAE;QACrB,QAAQ,EAAE,uBAAuB;QACjC,YAAY,EAAE,KAAK;QACnB,aAAa,EAAE,CAAC,QAAQ,CAAC;QACzB,WAAW,EAAE,CAAC,aAAa,EAAE,SAAS,EAAE,WAAW,EAAE,KAAK,EAAE,eAAe,CAAC;QAC5E,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,cAAc,EAAE,YAAY;KAC7B;IACD,qBAAqB,EAAE;QACrB,QAAQ,EAAE,uBAAuB;QACjC,YAAY,EAAE,KAAK;QACnB,aAAa,EAAE,EAAE;QACjB,WAAW,EAAE,CAAC,aAAa,EAAE,eAAe,CAAC;QAC7C,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,cAAc,EAAE,YAAY;KAC7B;IACD,kBAAkB,EAAE;QAClB,QAAQ,EAAE,oBAAoB;QAC9B,YAAY,EAAE,KAAK;QACnB,aAAa,EAAE,EAAE;QACjB,WAAW,EAAE,CAAC,aAAa,EAAE,OAAO,EAAE,WAAW,EAAE,KAAK,EAAE,eAAe,CAAC;QAC1E,YAAY,EAAE,CAAC,kBAAkB,EAAE,kBAAkB,CAAC;QACtD,cAAc,EAAE,YAAY;KAC7B;CACF,CAAC;AAEF,MAAM,UAAU,WAAW,CAAC,KAAa;IACvC,OAAO,WAAW,CAAC,QAAQ,CAAC,KAAwB,CAAC,CAAC;AACxD,CAAC;AAED,MAAM,UAAU,gBAAgB,CAAC,KAAa;IAC5C,OAAO,MAAM,CAAC,MAAM,CAAC,iBAAiB,EAAE,KAAK,CAAC,CAAC;AACjD,CAAC;AAED,MAAM,UAAU,uBAAuB,CAAC,SAA0B;IAChE,OAAO,yBAAyB,CAAC,SAAS,CAAC,CAAC,WAAW,CAAC;AAC1D,CAAC;AAED,MAAM,UAAU,sBAAsB,CACpC,QAA2D;IAE3D,IAAI,CAAC,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC5B,OAAO,4BAA4B,CAAC,QAAQ,CAAC,EAAE,YAAY,KAAK,IAAI,CAAC;AACvE,CAAC;AAED,MAAM,UAAU,wBAAwB,CACtC,KAAkB,EAClB,kBAAqC,EAAE;IAEvC,IAAI,eAAe,CAAC,MAAM,GAAG,CAAC;QAAE,OAAO,eAAe,CAAC;IACvD,OAAO,KAAK,KAAK,UAAU,CAAC,CAAC,CAAC,mBAAmB,CAAC,CAAC,CAAC,YAAY,CAAC;AACnE,CAAC;AAED,MAAM,UAAU,qBAAqB,CACnC,QAA2D;IAE3D,IAAI,CAAC,QAAQ;QAAE,OAAO,EAAE,CAAC;IACzB,OAAO,4BAA4B,CAAC,QAAQ,CAAC,EAAE,aAAa,IAAI,EAAE,CAAC;AACrE,CAAC;AAED,MAAM,UAAU,2BAA2B,CACzC,QAA2D,EAC3D,QAA2B,EAC3B,QAA+B,EAAE,EACjC,kBAAqC,EAAE;IAEvC,MAAM,OAAO,GAAG,IAAI,GAAG,EAAU,CAAC;IAClC,MAAM,QAAQ,GAAG,IAAI,GAAG,CAAC,eAAe,CAAC,CAAC;IAC1C,KAAK,MAAM,IAAI,IAAI,qBAAqB,CAAC,QAAQ,CAAC,EAAE,CAAC;QACnD,IAAI,IAAI,KAAK,QAAQ,IAAI,QAAQ,CAAC,MAAM,KAAK,SAAS,IAAI,CAAC,YAAY,CAAC,KAAK,CAAC,MAAM,CAAC,EAAE,CAAC;YACtF,OAAO,CAAC,GAAG,CAAC,QAAQ,CAAC,CAAC;QACxB,CAAC;QACD,IAAI,IAAI,KAAK,QAAQ,IAAI,QAAQ,CAAC,OAAO,CAAC,MAAM,KAAK,CAAC,IAAI,CAAC,YAAY,CAAC,KAAK,CAAC,MAAM,CAAC,EAAE,CAAC;YACtF,OAAO,CAAC,GAAG,CAAC,QAAQ,CAAC,CAAC;QACxB,CAAC;QACD,IACE,IAAI,KAAK,SAAS;YAClB,QAAQ,CAAC,OAAO,CAAC,MAAM,GAAG,CAAC;YAC3B,CAAC,sBAAsB,CAAC,KAAK,CAAC,OAAO,EAAE,CAAC,CAAC,EACzC,CAAC;YACD,OAAO,CAAC,GAAG,CAAC,SAAS,CAAC,CAAC;QACzB,CAAC;QACD,QAAQ,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC;IACxB,CAAC;IACD,KAAK,MAAM,IAAI,IAAI,QAAQ,EAAE,CAAC;QAC5B,IAAI,CAAC,YAAY,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC;YAAE,OAAO,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC;IACpD,CAAC;IACD,OAAO,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC;AAC7B,CAAC;AAED,SAAS,YAAY,CAAC,IAA+C;IACnE,IAAI,CAAC,IAAI;QAAE,OAAO,KAAK,CAAC;IACxB,IAAI,KAAK,CAAC,OAAO,CAAC,IAAI,CAAC,KAAK,CAAC;QAAE,OAAO,IAAI,CAAC,KAAK,CAAC,MAAM,GAAG,CAAC,CAAC;IAC5D,OAAO,IAAI,CAAC,KAAK,KAAK,SAAS,IAAI,IAAI,CAAC,KAAK,KAAK,IAAI,IAAI,IAAI,CAAC,KAAK,KAAK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package/dist/routing/router-prompt.js

@@ -15,7 +15,7 @@ function renderCatalog() {
         options_screener: "user asks for options trades / calls / puts on a specific ticker",
         compare_assets: "user asks to compare two or more symbols (vs / versus / which is better)",
         single_asset_analysis: "user asks for a full analysis / deep dive / 'is X attractive' on ONE symbol",
-        watchlist_or_tracking: "user manages or asks about their saved watchlist / prediction history",
+        watchlist_or_tracking: "user manages or asks about their saved watchlist or tracked positions",
         general_finance_qa: "definitional / conceptual questions plus broad market structure, sector, industry, monetary policy, and emerging markets research",
     };
     return Object.values(WORKFLOW_CAPABILITY_MANIFEST)

package/dist/routing/router.js

@@ -1,6 +1,6 @@
 import { extractEntities, isAmbiguousConceptUsage, isCurrencyCodeUsage, } from "./entity-extractor.js";
 import { classifyWithLegacyRules } from "./legacy-rule-router.js";
-import { computeMissingRequiredSlots, isDispatchableWorkflow, isRouteKind, isToolBundleName, legacyRouteForRouteKind, routeKindFromLegacyRoute, selectToolBundles, } from "./route-manifest.js";
+import { computeMissingRequiredSlots, isDispatchableWorkflow, isRouteKind, isToolBundleName, legacyRouteForRouteKind, routeKindFromLegacyRoute, selectToolBundles, workflowRequiredSlots, } from "./route-manifest.js";
 import { buildRouterPrompt } from "./router-prompt.js";
 import { disambiguateSymbols } from "./symbol-disambiguator.js";
 const VALID_ROUTES = ["workflow", "fallback"];
@@ -84,7 +84,7 @@ export function validateRouterOutput(raw) {
         workflow = obj.workflow;
     }
     const entities = validateEntities(obj.entities);
-    const slots = validateSlots(obj.slots);
+    const slots = canonicalizeSymbolSlots(workflow, validateSlots(obj.slots));
     const preference_updates = validatePreferenceUpdates(obj.preference_updates);
     const missing_required = rawMissingRequired;
     const tool_bundles = validateToolBundles(obj.tool_bundles);
@@ -535,7 +535,7 @@ function isStatefulTrackingRequest(text) {
         /\bportfolio\b/.test(lower) &&
         /\$\s*\d|\b\d+(?:\.\d+)?\s*k\b|\bbudget\b|\bcapital\b/.test(lower);
     const hasStateVerb = /\b(?:add|remove|update|record|track|create|configure|check|show|list|view|cancel)\b/.test(lower);
-    const hasStateObject = /\b(?:watchlist|portfolio|holding|holdings|position|positions|prediction|predictions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(lower);
+    const hasStateObject = /\b(?:watchlist|portfolio|holding|holdings|position|positions|alert|alerts|daily\s+report|watchlist\s+report|report\s+history)\b/.test(lower);
     const hasPortfolioLotShape = /\b(?:add|record|track)\b/.test(lower) &&
         /\b\d+(?:\.\d+)?\s+shares?\b/.test(lower) &&
         /\b(?:portfolio|holding|holdings|position|positions)\b/.test(lower);
@@ -659,7 +659,8 @@ function validateSlots(raw) {
         if (!VALID_CONFIDENCE.has(s.confidence)) {
             throw new Error(`slot ${key} has invalid confidence: ${JSON.stringify(s.confidence)}`);
         }
-        out[key] = {
+        const canonicalKey = canonicalSlotKey(key);
+        out[canonicalKey] = {
             value: s.value,
             source: s.source,
             confidence: s.confidence,
@@ -667,6 +668,36 @@ function validateSlots(raw) {
     }
     return out;
 }
+// The slot contract uses snake_case keys; non-Claude router models sometimes
+// emit camelCase (timeHorizon, riskProfile). Canonicalize deterministically so
+// downstream slot resolution and missing-required checks match.
+function canonicalSlotKey(key) {
+    return key.replace(/([a-z0-9])([A-Z])/g, "$1_$2").toLowerCase();
+}
+// Models also drift between scalar `symbol` and one-element `symbols` slot
+// shapes. Canonicalize toward the workflow's manifest-declared required slot
+// name when the conversion is unambiguous.
+function canonicalizeSymbolSlots(workflow, slots) {
+    if (!workflow)
+        return slots;
+    const required = workflowRequiredSlots(workflow);
+    const next = { ...slots };
+    if (required.includes("symbol") && next.symbol == null && next.symbols != null) {
+        const value = next.symbols.value;
+        if (Array.isArray(value) && value.length === 1) {
+            next.symbol = { ...next.symbols, value: value[0] };
+            delete next.symbols;
+        }
+    }
+    if (required.includes("symbols") && next.symbols == null && next.symbol != null) {
+        const value = next.symbol.value;
+        if (typeof value === "string" && value.length > 0) {
+            next.symbols = { ...next.symbol, value: [value] };
+            delete next.symbol;
+        }
+    }
+    return next;
+}
 function validatePreferenceUpdates(raw) {
     if (raw === undefined || raw === null)
         return [];