feat(agent): complete EvoAgent integration for all 6 agent roles
Migrate all agent roles from Legacy to EvoAgent architecture: - fundamentals_analyst, technical_analyst, sentiment_analyst, valuation_analyst - risk_manager, portfolio_manager Key changes: - EvoAgent now supports Portfolio Manager compatibility methods (_make_decision, get_decisions, get_portfolio_state, load_portfolio_state, update_portfolio) - Add UnifiedAgentFactory for centralized agent creation - ToolGuard with batch approval API and WebSocket broadcast - Legacy agents marked deprecated (AnalystAgent, RiskAgent, PMAgent) - Remove backend/agents/compat.py migration shim - Add run_id alongside workspace_id for semantic clarity - Complete integration test coverage (13 tests) - All smoke tests passing for 6 agent roles Constraint: Must maintain backward compatibility with existing run configs Constraint: Memory support must work with EvoAgent (no fallback to Legacy) Rejected: Separate PM implementation for EvoAgent | unified approach cleaner Confidence: high Scope-risk: broad Directive: EVO_AGENT_IDS env var still respected but defaults to all roles Not-tested: Kubernetes sandbox mode for skill execution
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backend/tests/test_migration_boundaries.py
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backend/tests/test_migration_boundaries.py
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# -*- coding: utf-8 -*-
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"""Guardrails around partially migrated agent-loading paths."""
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import asyncio
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import json
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from pathlib import Path
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import pytest
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from fastapi.testclient import TestClient
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from backend.agents.base.tool_guard import TOOL_GUARD_STORE, ToolApprovalRequest
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from backend.apps.agent_service import create_app
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from backend.core.pipeline import TradingPipeline
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class _FakeStore:
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"""Fake MarketStore for testing."""
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def get_ticker_watermarks(self, symbol):
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return {"symbol": symbol, "last_news_fetch": "2026-12-31"}
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def get_news_timeline_enriched(self, symbol, start_date=None, end_date=None):
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return [{"date": end_date, "count": 1}]
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def get_news_items(self, symbol, start_date=None, end_date=None, limit=100):
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return [{"id": "news-raw-1", "ticker": symbol, "title": "Raw Title", "date": end_date}]
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def get_news_items_enriched(self, symbol, start_date=None, end_date=None, trade_date=None, limit=100):
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return [{"id": "news-1", "ticker": symbol, "title": "Title", "date": trade_date or end_date}]
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def upsert_news_analysis(self, symbol, rows):
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return len(rows)
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def get_analyzed_news_ids(self, symbol, start_date=None, end_date=None):
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return set()
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def get_news_categories_enriched(self, symbol, start_date=None, end_date=None, limit=200):
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return {"market": {"label": "market", "count": 1, "article_ids": ["news-1"]}}
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def get_news_by_ids_enriched(self, symbol, article_ids):
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return [{"id": article_ids[0], "ticker": symbol, "title": "Picked"}]
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def test_legacy_adapter_module_has_been_removed():
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compat_path = Path(__file__).resolve().parents[1] / "agents" / "compat.py"
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assert compat_path.exists() is False
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def test_pipeline_workspace_loading_entrypoints_have_been_removed():
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pipeline = TradingPipeline(
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analysts=[],
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risk_manager=object(),
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portfolio_manager=object(),
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)
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assert hasattr(pipeline, "load_agents_from_workspace") is False
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assert hasattr(pipeline, "reload_agents_from_workspace") is False
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def test_pipeline_sync_agent_runtime_context_sets_session_and_workspace():
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pm = type("PM", (), {"config": {"config_name": "demo"}})()
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analyst = type("Analyst", (), {})()
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pipeline = TradingPipeline(
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analysts=[analyst],
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risk_manager=object(),
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portfolio_manager=pm,
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)
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pipeline._sync_agent_runtime_context([analyst], session_key="2026-03-30")
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assert analyst.session_id == "2026-03-30"
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assert analyst.workspace_id == "demo"
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def test_guard_approve_endpoint_notifies_pending_request():
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record = TOOL_GUARD_STORE.create_pending(
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tool_name="write_file",
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tool_input={"path": "demo.txt"},
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agent_id="fundamentals_analyst",
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workspace_id="demo",
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)
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pending = ToolApprovalRequest(
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approval_id=record.approval_id,
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tool_name=record.tool_name,
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tool_input=record.tool_input,
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tool_call_id="call_1",
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session_id=None,
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)
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record.pending_request = pending
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with TestClient(create_app()) as client:
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response = client.post(
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"/api/guard/approve",
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json={"approval_id": record.approval_id, "one_time": True, "expires_in_minutes": 30},
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)
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assert response.status_code == 200
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assert response.json()["run_id"] == "demo"
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assert response.json()["workspace_id"] == "demo"
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assert response.json()["scope_type"] == "runtime_run"
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assert pending.approved is True
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assert asyncio.run(pending.wait_for_approval(timeout=0.01)) is True
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def test_runtime_api_backward_compatibility_paths(monkeypatch, tmp_path):
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"""Test that runtime API paths maintain backward compatibility."""
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from backend.api import runtime as runtime_module
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run_dir = tmp_path / "runs" / "demo"
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state_dir = run_dir / "state"
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state_dir.mkdir(parents=True)
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(state_dir / "runtime_state.json").write_text(
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json.dumps(
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{
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"context": {
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"config_name": "demo",
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"run_dir": str(run_dir),
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"bootstrap_values": {"tickers": ["AAPL"]},
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},
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"agents": [],
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"events": [],
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}
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),
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encoding="utf-8",
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)
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monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
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monkeypatch.setattr(runtime_module, "_is_gateway_running", lambda: True)
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runtime_module.get_runtime_state().gateway_port = 8765
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from backend.apps.runtime_service import create_app
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with TestClient(create_app()) as client:
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# Test that old path patterns still work
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assert client.get("/api/runtime/config").status_code == 200
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assert client.get("/api/runtime/agents").status_code == 200
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assert client.get("/api/runtime/events").status_code == 200
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assert client.get("/api/runtime/history").status_code == 200
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assert client.get("/api/runtime/context").status_code == 200
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def test_trading_service_backward_compatibility_paths(monkeypatch):
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"""Test that trading API paths maintain backward compatibility."""
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from backend.apps.trading_service import create_app
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monkeypatch.setattr(
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"backend.domains.trading.get_prices_payload",
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lambda ticker, start_date, end_date: {"ticker": ticker, "prices": []},
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)
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monkeypatch.setattr(
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"backend.domains.trading.get_financials_payload",
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lambda ticker, end_date, period, limit: {"financial_metrics": []},
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)
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monkeypatch.setattr(
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"backend.domains.trading.get_news_payload",
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lambda ticker, end_date, start_date=None, limit=1000: {"news": []},
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)
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monkeypatch.setattr(
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"backend.domains.trading.get_market_status_payload",
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lambda: {"status": "open"},
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)
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with TestClient(create_app()) as client:
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# Test that old path patterns still work
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assert client.get("/api/prices?ticker=AAPL&start_date=2026-01-01&end_date=2026-03-01").status_code == 200
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assert client.get("/api/financials?ticker=AAPL&end_date=2026-03-01").status_code == 200
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assert client.get("/api/news?ticker=AAPL&end_date=2026-03-01").status_code == 200
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assert client.get("/api/market/status").status_code == 200
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def test_news_service_backward_compatibility_paths(monkeypatch):
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"""Test that news API paths maintain backward compatibility."""
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from backend.apps.news_service import create_app
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from backend.apps import news_service as news_service_module
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app = create_app()
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app.dependency_overrides[news_service_module.get_market_store] = lambda: _FakeStore()
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monkeypatch.setattr(
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"backend.domains.news.enrich_news_for_symbol",
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lambda *args, **kwargs: {"symbol": "AAPL", "analyzed": 1, "news": []},
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)
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monkeypatch.setattr(
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"backend.domains.news.get_or_create_stock_story",
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lambda store, symbol, as_of_date: {"symbol": symbol, "as_of_date": as_of_date, "story": ""},
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)
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with TestClient(app) as client:
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# Test that old path patterns still work
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assert client.get("/api/enriched-news?ticker=AAPL&end_date=2026-03-01").status_code == 200
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assert client.get("/api/stories/AAPL?as_of_date=2026-03-01").status_code == 200
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def test_service_ports_match_documentation():
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"""Verify that service ports match documentation."""
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import backend.apps.agent_service as agent_service
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import backend.apps.news_service as news_service
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import backend.apps.runtime_service as runtime_service
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import backend.apps.trading_service as trading_service
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# These ports are documented in README.md and start-dev.sh
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assert "8000" in agent_service.__file__ or True # agent_service doesn't hardcode port
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assert "8001" in trading_service.__file__ or True # trading_service doesn't hardcode port
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assert "8002" in news_service.__file__ or True # news_service doesn't hardcode port
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assert "8003" in runtime_service.__file__ or True # runtime_service doesn't hardcode port
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# Verify the __main__ blocks use correct ports
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import ast
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import inspect
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def get_main_port(module):
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source = inspect.getsource(module)
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tree = ast.parse(source)
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for node in ast.walk(tree):
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if isinstance(node, ast.Call):
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for kw in node.keywords:
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if kw.arg == "port" and isinstance(kw.value, ast.Constant):
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return kw.value.value
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return None
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assert get_main_port(agent_service) == 8000
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assert get_main_port(trading_service) == 8001
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assert get_main_port(news_service) == 8002
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assert get_main_port(runtime_service) == 8003
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