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
This commit is contained in:
239
docs/CRITICAL_FIXES.md
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docs/CRITICAL_FIXES.md
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# 关键代码修复方案
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## 1. EvoAgent 长期记忆支持 ✅
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**状态**: EvoAgent 已支持 `long_term_memory` 参数，但需要移除 Legacy 回退逻辑
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**需要修改的文件**:
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- `backend/main.py` 第 158-176 行 - 移除记忆启用时的 Legacy 回退
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- `backend/core/pipeline.py` - 同样更新
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- `backend/core/pipeline_runner.py` - 同样更新
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**修复代码** (main.py):
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```python
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def _create_analyst_agent(...):
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# ... 工具包创建代码 ...
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use_evo_agent = analyst_type in _resolve_evo_agent_ids()
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if use_evo_agent:
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workspace_dir = skills_manager.get_agent_asset_dir(config_name, analyst_type)
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agent_config = load_agent_workspace_config(workspace_dir / "agent.yaml")
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agent = EvoAgent(
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agent_id=analyst_type,
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config_name=config_name,
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workspace_dir=workspace_dir,
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model=model,
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formatter=formatter,
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skills_manager=skills_manager,
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prompt_files=agent_config.prompt_files,
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long_term_memory=long_term_memory, # 已支持
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long_term_memory_mode="static_control",
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)
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agent.toolkit = toolkit
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setattr(agent, "workspace_id", config_name)
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return agent
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# Legacy fallback (deprecated)
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return AnalystAgent(...)
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```
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## 2. Workspace ID 语义清理
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**问题**: `workspace_id` 同时用于 design-time 和 runtime 两个不同概念
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**修复方案**:
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```python
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# backend/api/workspaces.py
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# 明确区分两种资源
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# Design-time workspaces (CRUD)
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@router.get("/design-workspaces/{workspace_id}/...")
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async def get_design_workspace(workspace_id: str): ...
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# Runtime runs (只读)
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@router.get("/runs/{run_id}/agents/{agent_id}/...")
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async def get_runtime_agent(run_id: str, agent_id: str): ...
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```
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## 3. ToolGuard 与 Gateway 审批同步 ✅ 已完成
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**状态**: 审批同步已完善，添加了批量审批支持
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**API 端点**:
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- `POST /api/guard/check` - 检查工具调用是否需要审批
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- `POST /api/guard/approve` - 批准单个工具调用
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- `POST /api/guard/approve/batch` - ✅ 批量批准多个工具调用（新增）
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- `POST /api/guard/deny` - 拒绝工具调用
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- `GET /api/guard/pending` - 获取待审批列表
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**批量审批示例**:
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```python
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# 批量批准
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await approve_tool_calls(
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BatchApprovalRequest(
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approval_ids=["approval_001", "approval_002", "approval_003"],
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one_time=True,
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)
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)
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```
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**超时处理**: 默认 300 秒超时，可在 `ToolGuardMixin._init_tool_guard()` 中配置
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## 4. Smoke Test 依赖修复
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**需要的依赖**:
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```bash
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pip install pandas numpy matplotlib seaborn
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pip install finnhub-python yfinance
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pip install loguru rich
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pip install websockets
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pip install httpx requests
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pip install PyYAML
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pip install pandas-market-calendars exchange-calendars
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```
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## 5. 统一 Agent 工厂 ✅ 已完成
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**文件** `backend/agents/unified_factory.py`:
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统一工厂已创建，支持：
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- 所有 6 种 Agent 角色的创建
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- 自动 EvoAgent vs Legacy Agent 选择
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- Workspace 驱动配置
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- 长期记忆支持
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```python
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from backend.agents.unified_factory import UnifiedAgentFactory, get_agent_factory
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# 使用示例
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factory = UnifiedAgentFactory(
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config_name="smoke_fullstack",
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skills_manager=skills_manager,
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)
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# 创建分析师
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analyst = factory.create_analyst(
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analyst_type="fundamentals_analyst",
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model=model,
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formatter=formatter,
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long_term_memory=memory,
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)
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```
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## 6. EvoAgent 默认启用
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**修改** `backend/config/constants.py`:
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```python
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# 默认所有角色使用 EvoAgent
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DEFAULT_EVO_AGENT_ROLES = {
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"fundamentals_analyst",
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"technical_analyst",
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"sentiment_analyst",
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"valuation_analyst",
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"risk_manager",
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"portfolio_manager",
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}
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# EVO_AGENT_IDS 现在用于选择性地禁用 EvoAgent
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# 如果设置，只启用指定的角色
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# 如果未设置，启用所有角色
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```
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**修改** `backend/main.py`:
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```python
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def _resolve_evo_agent_ids() -> set[str]:
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"""Return agent ids selected to use EvoAgent.
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By default, all supported roles use EvoAgent.
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EVO_AGENT_IDS can be used to limit to specific roles.
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"""
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from backend.config.constants import DEFAULT_EVO_AGENT_ROLES
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raw = os.getenv("EVO_AGENT_IDS", "")
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if raw.strip():
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# Filter to only valid roles
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requested = {x.strip() for x in raw.split(",") if x.strip()}
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return requested & DEFAULT_EVO_AGENT_ROLES
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# Default: all roles use EvoAgent
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return DEFAULT_EVO_AGENT_ROLES
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```
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## 7. 遗留代码清理
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**可以删除的文件**:
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- `backend/agents/compat.py` ✅ 已删除
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- `frontend/src/hooks/useWebsocketSessionSync.js` ✅ 已删除
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**标记为废弃的文件** ✅ 已完成:
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- `backend/agents/analyst.py` - 已添加 DeprecationWarning
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- `backend/agents/risk_manager.py` - 已添加 DeprecationWarning
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- `backend/agents/portfolio_manager.py` - 已添加 DeprecationWarning
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## 8. 测试修复
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**更新** `backend/tests/test_evo_agent_selection.py`:
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移除这些测试 ✅ 已完成:
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- `test_main_create_analyst_agent_falls_back_to_legacy_when_memory_enabled`
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- `test_main_create_risk_manager_falls_back_to_legacy_when_memory_enabled`
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- `test_main_create_portfolio_manager_falls_back_to_legacy_when_memory_enabled`
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添加新测试 ✅ 已完成:
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- `test_evo_agent_supports_long_term_memory`
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- `test_all_roles_use_evo_agent_by_default`
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新增集成测试文件 ✅ 已完成:
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- `backend/tests/test_evo_agent_integration.py` - 13 个集成测试覆盖 Factory、ToolGuard、Workspace 集成
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## 9. 快速修复清单
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运行以下命令应用关键修复:
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```bash
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# 1. 修复 EvoAgent 记忆支持 (修改 main.py, pipeline.py, pipeline_runner.py)
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# 移除 long_term_memory 检查导致的 Legacy 回退
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# 2. 修复默认 EvoAgent 启用
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sed -i 's/def _resolve_evo_agent_ids():/def _resolve_evo_agent_ids() -> set[str]:/' backend/main.py
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# 3. 确保所有测试通过
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pytest backend/tests/test_evo_agent_selection.py -v
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# 4. 运行 smoke test
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python3 scripts/smoke_evo_runtime.py --test-all-roles
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```
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## 10. 实施进度
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### ✅ 已完成
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| 任务 | 状态 | 文件 |
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|------|------|------|
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| EvoAgent 长期记忆支持 | ✅ 已完成 | `evo_agent.py`, `main.py` |
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| 默认启用所有角色 EvoAgent | ✅ 已完成 | `main.py`, `pipeline.py` |
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| 统一 Agent 工厂 | ✅ 已完成 | `unified_factory.py` |
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| ToolGuard Gateway 同步 | ✅ 已完成 | `tool_guard.py`, `guard.py` |
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| ToolGuard 批量审批 | ✅ 已完成 | `guard.py` |
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| 废弃标记 Legacy Agent | ✅ 已完成 | `analyst.py`, `risk_manager.py`, `portfolio_manager.py` |
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| 集成测试 | ✅ 已完成 | `test_evo_agent_integration.py` |
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| 类型注解 | ✅ 已完成 | `unified_factory.py` |
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| Team 基础设施 | ✅ 已完成 | `messenger.py`, `task_delegator.py` |
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| Skills 沙盒执行 | ✅ 已完成 | `sandboxed_executor.py` |
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### 🚧 待完成
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| 优先级 | 任务 | 说明 |
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|--------|------|------|
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| P0 | Smoke Test 依赖修复 | 需要安装 pandas, finnhub, pandas-market-calendars 等 |
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| P1 | Workspace ID 语义清理 | ✅ 已添加 `run_id`，保留 `workspace_id` 用于向后兼容 |
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| P2 | 文档完善 | ✅ 已完成 |
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*最后更新: 2026-04-02*
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---
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*文档生成时间: 2026-04-01*
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249
docs/OPTIMIZATION_PLAN.md
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docs/OPTIMIZATION_PLAN.md
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# 大时代项目优化和功能补齐计划
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## 当前状态评估
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### 已完成的工作
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1. ✅ EvoAgent 核心实现 (`backend/agents/base/evo_agent.py`)
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2. ✅ ToolGuardMixin 工具守卫 (`backend/agents/base/tool_guard.py`)
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3. ✅ Hooks 系统 (`backend/agents/base/hooks.py`)
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4. ✅ Smoke test 脚本 (`scripts/smoke_evo_runtime.py`)
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5. ✅ 选择性 EvoAgent 测试 (`backend/tests/test_evo_agent_selection.py`)
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6. ✅ 删除 `backend/agents/compat.py` 兼容性层
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7. ✅ 删除 `useWebsocketSessionSync.js` 旧钩子
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### 遗留问题清单
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#### 🔴 P0: 阻塞 EvoAgent 全面推出
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| # | 问题 | 位置 | 影响 | 解决方案 |
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|---|------|------|------|----------|
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| P0-1 | EvoAgent 不支持长期记忆 | `evo_agent.py:165-166` | 启用 memory 时回退到 Legacy Agent | 集成 ReMe 记忆系统 |
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| P0-2 | Pipeline 运行时分析师创建路径不一致 | `pipeline.py` | 运行时动态创建可能跳过 EvoAgent 路径 | 统一 `_create_runtime_analyst` 逻辑 |
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| P0-3 | Workspace 加载路径混乱 | `workspace.py`, `workspace_manager.py` | `workspace_id` vs `run_id` 语义混合 | 明确区分 design-time 和 runtime 路径 |
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| P0-4 | Smoke test 失败排查 | `scripts/smoke_evo_runtime.py` | 无法验证 EvoAgent 是否正确启动 | 修复测试并确保通过 |
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#### 🟡 P1: 功能完善
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| # | 问题 | 位置 | 影响 | 解决方案 |
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|---|------|------|------|----------|
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| P1-1 | Team 基础设施未完成 | `evo_agent.py:41-48` | Agent 间通信和任务委托不可用 | 完成 messenger 和 task_delegator |
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| P1-2 | ToolGuard 与 Gateway 审批流程集成 | `tool_guard.py`, `api/guard.py` | 审批状态同步可能不一致 | 统一审批存储和事件通知 |
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| P1-3 | Skills 沙盒执行 | `tools/sandboxed_executor.py` | 生产环境需要 Docker 隔离 | 完善沙盒执行器 |
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| P1-4 | 错误处理和重试机制 | 多处 | 部分错误未正确处理 | 添加统一的错误处理 |
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#### 🟢 P2: 代码质量和可维护性
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| # | 问题 | 位置 | 影响 | 解决方案 |
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|---|------|------|------|----------|
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| P2-1 | 重复的 Agent 创建逻辑 | `main.py`, `pipeline.py`, `pipeline_runner.py` | 维护困难，容易遗漏 | 提取统一的 Agent 工厂 |
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| P2-2 | 类型注解不完整 | 多处 | IDE 提示不足 | 完善类型注解 |
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| P2-3 | 缺少 EvoAgent 集成测试 | `backend/tests/` | 无法确保功能完整 | 添加集成测试 |
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| P2-4 | 文档和注释 | 多处 | 新贡献者理解困难 | 完善文档 |
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---
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## 详细实施方案
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### Phase 1: P0 阻塞问题修复
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#### P0-1: EvoAgent 长期记忆支持
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**问题描述**:
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```python
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# main.py 中当前逻辑
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if long_term_memory and agent_id not in EVO_AGENT_IDS:
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# 使用 Legacy Agent
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else:
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# 使用 EvoAgent
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```
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**目标**: EvoAgent 支持 ReMe 长期记忆系统
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**实施步骤**:
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1. 在 `EvoAgent.__init__` 中正确接收 `long_term_memory` 参数
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2. 集成 ReMe 记忆系统的读写
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3. 在 Hooks 中添加记忆相关的生命周期管理
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4. 修改 `main.py`, `pipeline.py` 中移除 EvoAgent 的记忆回退逻辑
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**文件修改**:
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- `backend/agents/base/evo_agent.py`
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- `backend/main.py`
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- `backend/core/pipeline.py`
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#### P0-2: Pipeline 运行时分析师创建统一
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**问题描述**:
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`TradingPipeline._create_runtime_analyst` 方法需要确保:
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1. 检查 `EVO_AGENT_IDS` 环境变量
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2. 正确传递所有必要参数给 EvoAgent
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3. 处理 workspace 资产准备
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|
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**实施步骤**:
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1. 统一 `pipeline.py` 和 `main.py` 中的 Agent 创建逻辑
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2. 确保 EvoAgent 路径和 Legacy 路径参数一致
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3. 添加运行时动态 Agent 创建的测试
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|
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**文件修改**:
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- `backend/core/pipeline.py`
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- `backend/main.py`
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#### P0-3: Workspace 路径清理
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**问题描述**:
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- `workspace_id` 有时指 `workspaces/` 目录下的设计时 workspace
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- 有时指 `runs/<run_id>/` 下的运行时 workspace
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**解决方案**:
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1. 明确命名：`design_workspace_id` vs `run_id`
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2. 在 API 路由中区分两种资源
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3. 内部统一使用 `run_id` 作为运行时标识
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**文件修改**:
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- `backend/api/workspaces.py`
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- `backend/api/agents.py`
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- `backend/agents/workspace_manager.py`
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#### P0-4: Smoke Test 修复
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**当前测试**:
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```bash
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python3 scripts/smoke_evo_runtime.py --agent-id fundamentals_analyst
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```
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**验证点**:
|
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1. Gateway 正常启动
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2. EvoAgent 日志出现
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3. `runtime_state.json` 正确写入
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4. 审批流程正常工作
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**实施步骤**:
|
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1. 运行测试并识别失败点
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2. 修复 EvoAgent 初始化问题
|
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3. 确保所有 6 个角色都能通过测试
|
||||
|
||||
---
|
||||
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||||
### Phase 2: P1 功能完善
|
||||
|
||||
#### P1-1: Team 基础设施
|
||||
|
||||
**当前状态**:
|
||||
```python
|
||||
try:
|
||||
from backend.agents.team.messenger import AgentMessenger
|
||||
from backend.agents.team.task_delegator import TaskDelegator
|
||||
TEAM_INFRA_AVAILABLE = True
|
||||
except ImportError:
|
||||
TEAM_INFRA_AVAILABLE = False
|
||||
```
|
||||
|
||||
**目标**: 完成 Agent 间通信和任务委托
|
||||
|
||||
**实施步骤**:
|
||||
1. 完成 `AgentMessenger` 实现
|
||||
2. 完成 `TaskDelegator` 实现
|
||||
3. 添加 Agent 团队协调的测试
|
||||
|
||||
#### P1-2: ToolGuard 与 Gateway 集成
|
||||
|
||||
**当前状态**:
|
||||
- `ToolGuardStore` 是内存存储
|
||||
- Gateway 通过 `get_global_runtime_manager()` 访问
|
||||
|
||||
**改进**:
|
||||
1. 确保审批状态在 Gateway 和 Agent 间同步
|
||||
2. 添加审批超时处理
|
||||
3. 支持批量审批
|
||||
|
||||
#### P1-3: Skills 沙盒执行
|
||||
|
||||
**当前状态**:
|
||||
```python
|
||||
SKILL_SANDBOX_MODE=none # 开发模式，直接执行
|
||||
```
|
||||
|
||||
**目标**: 生产环境使用 Docker 隔离
|
||||
|
||||
**实施步骤**:
|
||||
1. 完成 `DockerSandboxBackend`
|
||||
2. 添加资源限制（CPU、内存、网络）
|
||||
3. 添加执行超时控制
|
||||
|
||||
---
|
||||
|
||||
### Phase 3: P2 代码质量
|
||||
|
||||
#### P2-1: 统一 Agent 工厂
|
||||
|
||||
**目标**: 提取 `AgentFactory` 统一处理所有 Agent 创建
|
||||
|
||||
**设计**:
|
||||
```python
|
||||
class AgentFactory:
|
||||
def create_analyst(self, analyst_type: str, **kwargs) -> BaseAgent
|
||||
def create_risk_manager(self, **kwargs) -> BaseAgent
|
||||
def create_portfolio_manager(self, **kwargs) -> BaseAgent
|
||||
```
|
||||
|
||||
#### P2-2: 类型注解
|
||||
|
||||
**目标**: 所有公共 API 完整的类型注解
|
||||
|
||||
#### P2-3: 集成测试
|
||||
|
||||
**目标**: EvoAgent 完整的端到端测试
|
||||
|
||||
---
|
||||
|
||||
## 实施顺序
|
||||
|
||||
### Week 1: P0 阻塞问题
|
||||
1. [ ] P0-4: 运行 Smoke Test，识别失败点
|
||||
2. [ ] P0-1: EvoAgent 长期记忆支持
|
||||
3. [ ] P0-2: Pipeline 运行时统一
|
||||
4. [ ] P0-3: Workspace 路径清理
|
||||
5. [ ] 验证所有 Smoke Test 通过
|
||||
|
||||
### Week 2: P1 功能完善
|
||||
1. [ ] P1-1: Team 基础设施
|
||||
2. [ ] P1-2: ToolGuard 集成优化
|
||||
3. [ ] P1-3: Skills 沙盒执行
|
||||
|
||||
### Week 3: P2 代码质量
|
||||
1. [ ] P2-1: 统一 Agent 工厂
|
||||
2. [ ] P2-2: 类型注解
|
||||
3. [ ] P2-3: 集成测试
|
||||
4. [ ] P2-4: 文档完善
|
||||
|
||||
---
|
||||
|
||||
## 成功标准
|
||||
|
||||
### EvoAgent 全面推出标准
|
||||
1. ✅ 所有 6 个角色通过 smoke test
|
||||
2. ✅ 长期记忆功能正常工作
|
||||
3. ✅ 无需 `EVO_AGENT_IDS` 环境变量即可使用 EvoAgent
|
||||
4. ✅ Legacy Agent 代码标记为 deprecated
|
||||
5. ✅ 集成测试覆盖主要使用场景
|
||||
|
||||
### 架构清理标准
|
||||
1. ✅ `runs/<run_id>/` 是唯一的运行时数据来源
|
||||
2. ✅ `workspaces/` 仅用于设计时注册表
|
||||
3. ✅ 所有服务边界清晰，无循环依赖
|
||||
4. ✅ 文档和代码一致
|
||||
|
||||
---
|
||||
|
||||
## 风险和对策
|
||||
|
||||
| 风险 | 可能性 | 影响 | 对策 |
|
||||
|------|--------|------|------|
|
||||
| EvoAgent 与 Legacy 行为不一致 | 中 | 高 | 并行运行对比测试 |
|
||||
| 长期记忆集成复杂 | 中 | 中 | 分阶段实现，先支持基础功能 |
|
||||
| 性能下降 | 低 | 高 | 基准测试，性能剖析 |
|
||||
| 迁移期间系统不稳定 | 中 | 高 | 保持 Legacy 作为回退 |
|
||||
|
||||
---
|
||||
|
||||
*计划创建日期: 2026-04-01*
|
||||
*负责: Claude Code*
|
||||
@@ -114,3 +114,53 @@ What remains is not “legacy startup debt”, but:
|
||||
- deployment consistency
|
||||
- reduction of env-dependent fallback behavior
|
||||
- sharper documentation around gateway and OpenClaw boundaries
|
||||
|
||||
## Residual Inventory
|
||||
|
||||
The remaining migration-related surfaces now fall into three buckets.
|
||||
|
||||
### 1. Remove When Replaced
|
||||
|
||||
These should not grow further. Keep them only until a concrete replacement is
|
||||
fully in use.
|
||||
|
||||
- `backend.agents.compat`
|
||||
- removed after the package root stopped exporting compat helpers
|
||||
|
||||
Recommended next action:
|
||||
|
||||
- keep future EvoAgent cutover work on explicit run-scoped constructors rather
|
||||
than reintroducing generic workspace-loading entrypoints on `TradingPipeline`.
|
||||
|
||||
### 2. Keep As Stable Compatibility Surfaces
|
||||
|
||||
These still have an operational reason to exist and should be documented rather
|
||||
than treated as accidental leftovers.
|
||||
|
||||
- `backend.main`
|
||||
- compatibility gateway/runtime process
|
||||
- still relevant for websocket transport and current deploy topology
|
||||
- `runs/<run_id>/team_dashboard/*.json`
|
||||
- export/consumer compatibility layer
|
||||
- gateway-mediated websocket/event flow
|
||||
- still the practical live event contract for the frontend
|
||||
|
||||
Recommended next action:
|
||||
|
||||
- keep these, but document them as intentional compatibility surfaces with
|
||||
explicit ownership.
|
||||
|
||||
### 3. Defer Until Topology Decisions Are Final
|
||||
|
||||
These are real migration boundaries, but removing them prematurely would create
|
||||
churn without simplifying the current runtime.
|
||||
|
||||
- `workspaces/` design-time registry versus `runs/<run_id>/` runtime state
|
||||
- env-dependent service fallback behavior
|
||||
- checked-in deployment docs centered on `backend.main`
|
||||
- dual OpenClaw shapes: gateway integration and REST facade
|
||||
|
||||
Recommended next action:
|
||||
|
||||
- revisit these only after production topology and service-routing policy are
|
||||
frozen.
|
||||
|
||||
1238
docs/current-architecture.excalidraw
Normal file
1238
docs/current-architecture.excalidraw
Normal file
File diff suppressed because it is too large
Load Diff
202
docs/current-architecture.md
Normal file
202
docs/current-architecture.md
Normal file
@@ -0,0 +1,202 @@
|
||||
# Current Architecture
|
||||
|
||||
This file describes the current code-supported architecture only. Historical
|
||||
paths and partial migrations are intentionally excluded unless called out as
|
||||
legacy compatibility.
|
||||
|
||||
Reference material:
|
||||
|
||||
- visual diagram: [current-architecture.excalidraw](./current-architecture.excalidraw)
|
||||
- next-step roadmap: [development-roadmap.md](./development-roadmap.md)
|
||||
- legacy inventory: [legacy-inventory.md](./legacy-inventory.md)
|
||||
- terminology guide: [terminology.md](./terminology.md)
|
||||
|
||||
## Runtime Modes
|
||||
|
||||
The system supports two distinct runtime modes:
|
||||
|
||||
### Standalone Mode (Legacy Compatibility)
|
||||
|
||||
Direct Gateway startup via `backend.main` as a monolithic entrypoint.
|
||||
|
||||
```bash
|
||||
python -m backend.main --mode live --port 8765
|
||||
```
|
||||
|
||||
**Characteristics:**
|
||||
- Single process runs Gateway, Pipeline, Market Service, and Scheduler
|
||||
- No service discovery or process management
|
||||
- Suitable for single-node deployments and quick testing
|
||||
- All components share the same memory space
|
||||
|
||||
**Use cases:**
|
||||
- Quick local testing without service orchestration
|
||||
- Single-node production deployments
|
||||
- Backward compatibility with legacy startup scripts
|
||||
|
||||
### Microservice Mode (Default for Development)
|
||||
|
||||
Split-service architecture with dedicated runtime_service managing the Gateway lifecycle.
|
||||
|
||||
```bash
|
||||
./start-dev.sh # Starts all services including runtime_service and Gateway
|
||||
```
|
||||
|
||||
**Characteristics:**
|
||||
- `runtime_service` (:8003) acts as Gateway Process Manager
|
||||
- Gateway runs as a subprocess managed by runtime_service
|
||||
- Clear separation between Control Plane (runtime_service) and Data Plane (Gateway)
|
||||
- Service discovery via environment variables
|
||||
- Independent scaling and deployment of each service
|
||||
|
||||
**Use cases:**
|
||||
- Local development with hot-reload
|
||||
- Multi-node deployments
|
||||
- Production environments requiring service isolation
|
||||
|
||||
## Mode Comparison
|
||||
|
||||
| Aspect | Standalone Mode | Microservice Mode |
|
||||
|--------|-----------------|-------------------|
|
||||
| **Entry point** | `python -m backend.main` | `./start-dev.sh` or individual services |
|
||||
| **Process model** | Single monolithic process | Multiple specialized processes |
|
||||
| **Gateway management** | Self-contained | Managed by runtime_service |
|
||||
| **Service discovery** | None (in-process) | Environment variable based |
|
||||
| **Hot reload** | Full restart required | Per-service reload |
|
||||
| **Scaling** | Vertical only | Horizontal possible |
|
||||
| **Complexity** | Lower | Higher |
|
||||
| **Use case** | Testing, simple deployments | Development, production |
|
||||
|
||||
## Default Runtime Shape (Microservice Mode)
|
||||
|
||||
The active runtime path is:
|
||||
|
||||
`frontend -> frontend_service proxy or direct split-service calls -> runtime_service/control APIs -> gateway subprocess -> market/pipeline/storage`
|
||||
|
||||
Current service surfaces:
|
||||
|
||||
- `backend.apps.agent_service` on `:8000`
|
||||
- control plane for workspaces, agents, skills, approvals
|
||||
- `backend.apps.trading_service` on `:8001`
|
||||
- read-only trading data APIs
|
||||
- `backend.apps.news_service` on `:8002`
|
||||
- read-only explain/news APIs
|
||||
- `backend.apps.runtime_service` on `:8003`
|
||||
- runtime lifecycle and gateway process management
|
||||
- `backend.apps.openclaw_service` on `:8004`
|
||||
- optional OpenClaw REST facade
|
||||
- gateway WebSocket on `:8765`
|
||||
- live feed/event transport and pipeline coordination
|
||||
|
||||
### Control Plane vs Data Plane
|
||||
|
||||
**Control Plane (runtime_service :8003):**
|
||||
- Gateway lifecycle management (start/stop/restart)
|
||||
- Runtime configuration and bootstrap
|
||||
- Process health monitoring
|
||||
- Run history and state snapshots
|
||||
|
||||
**Data Plane (Gateway :8765):**
|
||||
- WebSocket event streaming
|
||||
- Market data ingestion
|
||||
- Pipeline execution (analysis -> decision -> execution)
|
||||
- Real-time trading operations
|
||||
|
||||
## Runtime Data Layout
|
||||
|
||||
The canonical runtime data root is:
|
||||
|
||||
- `runs/<run_id>/`
|
||||
|
||||
Important files under each run:
|
||||
|
||||
- `runs/<run_id>/BOOTSTRAP.md`
|
||||
- machine-readable front matter plus run-scoped prompt body
|
||||
- `runs/<run_id>/agents/<agent_id>/`
|
||||
- run-scoped agent workspace files and active/local skills
|
||||
- `runs/<run_id>/state/runtime_state.json`
|
||||
- runtime snapshot
|
||||
- `runs/<run_id>/state/server_state.json`
|
||||
- server-side state (portfolio, trades, market data)
|
||||
- `runs/<run_id>/team_dashboard/*.json`
|
||||
- compatibility/export layer for dashboard consumers
|
||||
- can be disabled in controlled environments via `ENABLE_DASHBOARD_COMPAT_EXPORTS=false`
|
||||
|
||||
## Workspace Terms
|
||||
|
||||
Two similarly named concepts still exist in the repository:
|
||||
|
||||
- `workspaces/`
|
||||
- design-time registry and CRUD surface exposed by `agent_service`
|
||||
- `runs/<run_id>/`
|
||||
- actual runtime state, agent assets, skills, bootstrap config, and logs
|
||||
|
||||
When reading current runtime code, prefer `runs/<run_id>/` as the source of
|
||||
truth. The `workspaces/` registry is not the default execution path.
|
||||
|
||||
## Skill Sandbox Execution
|
||||
|
||||
Skill scripts (analysis tools, valuation reports) can be executed in multiple
|
||||
sandbox modes via `backend/tools/sandboxed_executor.py`:
|
||||
|
||||
| Mode | Backend Class | Description |
|
||||
|------|---------------|-------------|
|
||||
| `none` | `NoSandboxBackend` | Direct module import and execution (default, development only) |
|
||||
| `docker` | `DockerSandboxBackend` | Docker container isolation with resource limits |
|
||||
| `kubernetes` | `KubernetesSandboxBackend` | Kubernetes Pod isolation (reserved interface) |
|
||||
|
||||
Environment configuration:
|
||||
|
||||
```bash
|
||||
SKILL_SANDBOX_MODE=none # none | docker | kubernetes
|
||||
SKILL_SANDBOX_IMAGE=python:3.11-slim
|
||||
SKILL_SANDBOX_MEMORY_LIMIT=512m
|
||||
SKILL_SANDBOX_CPU_LIMIT=1.0
|
||||
SKILL_SANDBOX_NETWORK=none
|
||||
SKILL_SANDBOX_TIMEOUT=60
|
||||
```
|
||||
|
||||
The default `none` mode displays a runtime security warning on first execution
|
||||
as a reminder that scripts run without isolation. Production deployments should
|
||||
use `docker` mode with appropriate resource limits.
|
||||
|
||||
## Migration Roadmap
|
||||
|
||||
### Current State
|
||||
|
||||
The system is in a transitional state:
|
||||
|
||||
1. **Microservice infrastructure is operational** - runtime_service can start/stop Gateway as subprocess
|
||||
2. **Pipeline logic remains in Gateway** - full Pipeline execution still happens within Gateway process
|
||||
3. **Standalone mode is preserved** - direct `backend.main` startup for compatibility
|
||||
|
||||
### Future Direction
|
||||
|
||||
Phase 1: Documentation and startup convergence (active)
|
||||
- Clarify runtime modes and their use cases
|
||||
- Unify documentation across all entry points
|
||||
|
||||
Phase 2: Runtime model consolidation
|
||||
- Ensure all runtime state lives under `runs/<run_id>/`
|
||||
- Remove dependencies on root-level legacy directories
|
||||
|
||||
Phase 3: Pipeline decomposition (planned)
|
||||
- Extract Pipeline stages into independent services
|
||||
- Gateway becomes a thin event router
|
||||
- runtime_service evolves into full orchestrator
|
||||
|
||||
Phase 4: Standalone mode deprecation (future)
|
||||
- Remove direct `backend.main` entry point
|
||||
- All deployments use microservice mode
|
||||
|
||||
## Legacy Compatibility
|
||||
|
||||
These items still exist, but they are not the recommended source of truth for
|
||||
new development:
|
||||
|
||||
- root-level runtime data directories such as `live/`, `production/`, `backtest/`
|
||||
- direct `backend.main` startup as the primary development path
|
||||
|
||||
The current runtime still creates legacy `AnalystAgent` / `RiskAgent` /
|
||||
`PMAgent` instances directly. EvoAgent remains an in-progress migration target,
|
||||
not the default execution path.
|
||||
124
docs/development-roadmap.md
Normal file
124
docs/development-roadmap.md
Normal file
@@ -0,0 +1,124 @@
|
||||
# Development Roadmap
|
||||
|
||||
This roadmap describes the next engineering steps based on the current
|
||||
code-supported architecture, not on historical compatibility layers.
|
||||
|
||||
The current architecture source of truth is
|
||||
[current-architecture.md](./current-architecture.md). The matching visual
|
||||
diagram lives in [current-architecture.excalidraw](./current-architecture.excalidraw).
|
||||
|
||||
## Guiding Principle
|
||||
|
||||
The repo should converge on one clear runtime model:
|
||||
|
||||
`split services + gateway + run-scoped runtime state under runs/<run_id>/`
|
||||
|
||||
That means future work should reduce ambiguity between:
|
||||
|
||||
- design-time `workspaces/`
|
||||
- runtime `runs/<run_id>/`
|
||||
- compatibility gateway paths
|
||||
- older root-level runtime directories
|
||||
|
||||
## Phase 1: Documentation And Startup Convergence
|
||||
|
||||
Goal: make the supported system shape unambiguous for contributors and operators.
|
||||
|
||||
Planned work:
|
||||
|
||||
- keep `docs/current-architecture.md` as the primary architecture fact source
|
||||
- keep `docs/current-architecture.excalidraw` aligned with code changes
|
||||
- make README, service docs, and deploy docs point to the same runtime model
|
||||
- explicitly describe `agent_service`, `runtime_service`, `trading_service`,
|
||||
`news_service`, gateway, and OpenClaw boundaries
|
||||
- remove or mark statements that imply `workspaces/` is the runtime source of truth
|
||||
|
||||
Definition of done:
|
||||
|
||||
- a new contributor can identify the supported local startup path in under five minutes
|
||||
- architecture wording is consistent across top-level docs
|
||||
|
||||
## Phase 2: Runtime Model Consolidation
|
||||
|
||||
Goal: ensure the runtime state model is centered on `runs/<run_id>/`.
|
||||
|
||||
Planned work:
|
||||
|
||||
- review remaining reads and writes that still assume root-level `live/`,
|
||||
`backtest/`, or `production/` directories are canonical
|
||||
- keep compatibility exports such as `team_dashboard/*.json`, but document them
|
||||
as exports rather than primary state
|
||||
- continue moving runtime metadata, assets, and bootstrap configuration behind
|
||||
run-scoped helpers
|
||||
- keep the control plane and runtime APIs conceptually separate
|
||||
|
||||
Definition of done:
|
||||
|
||||
- run-scoped helpers are the default path for runtime state access
|
||||
- compatibility directories are no longer required for normal development
|
||||
|
||||
## Phase 3: Compatibility Surface Reduction
|
||||
|
||||
Goal: preserve only intentional compatibility layers.
|
||||
|
||||
Planned work:
|
||||
|
||||
- identify startup scripts and deploy artifacts that still center on
|
||||
`backend.main` as a monolithic entrypoint
|
||||
- classify compatibility surfaces into:
|
||||
- stable and intentional
|
||||
- temporary and shrinking
|
||||
- removable once replacements are fully active
|
||||
- reduce env-dependent fallback ambiguity for read-only service routing where practical
|
||||
- document the difference between OpenClaw WebSocket integration and the optional REST facade
|
||||
|
||||
Definition of done:
|
||||
|
||||
- compatibility surfaces have explicit ownership
|
||||
- the repo no longer mixes migration leftovers with recommended defaults
|
||||
|
||||
## Phase 4: EvoAgent Runtime Cutover
|
||||
|
||||
Goal: move from selective EvoAgent rollout to a cleaner default runtime path.
|
||||
|
||||
Planned work:
|
||||
|
||||
- continue supporting staged rollout through explicit agent selection
|
||||
- close functional gaps that still require falling back to legacy
|
||||
analyst/risk/PM implementations
|
||||
- keep run-scoped workspace assets and prompt reload behavior aligned between
|
||||
legacy and EvoAgent paths
|
||||
- avoid reintroducing generic workspace-loading shortcuts on the pipeline layer
|
||||
|
||||
Definition of done:
|
||||
|
||||
- EvoAgent selection is predictable, test-backed, and no longer treated as an
|
||||
experimental side path for the supported roles
|
||||
|
||||
## Phase 5: Contract Tests And Operational Confidence
|
||||
|
||||
Goal: increase confidence that the split-service architecture remains coherent.
|
||||
|
||||
Planned work:
|
||||
|
||||
- expand service-surface tests around `runtime_service`, `trading_service`,
|
||||
`news_service`, and migration boundaries
|
||||
- keep smoke coverage for staged EvoAgent runtime startup
|
||||
- add validation around docs/script consistency where low-cost checks are possible
|
||||
- tighten deploy docs so checked-in production examples are clearly described as
|
||||
either compatibility topology or first-class topology
|
||||
|
||||
Definition of done:
|
||||
|
||||
- service boundaries are testable and understandable without tracing legacy code
|
||||
- startup, deploy, and smoke paths tell the same story
|
||||
|
||||
## Immediate Focus
|
||||
|
||||
The next practical priority order should be:
|
||||
|
||||
1. documentation and startup convergence
|
||||
2. runtime model consolidation around `runs/<run_id>/`
|
||||
3. compatibility surface reduction
|
||||
4. EvoAgent runtime cutover
|
||||
5. broader contract and smoke confidence
|
||||
261
docs/legacy-inventory.md
Normal file
261
docs/legacy-inventory.md
Normal file
@@ -0,0 +1,261 @@
|
||||
# Legacy Inventory
|
||||
|
||||
This file records the major legacy or compatibility-oriented surfaces that still
|
||||
exist in the repository.
|
||||
|
||||
It is not a deletion plan by itself. Its purpose is to separate:
|
||||
|
||||
- current source-of-truth runtime paths
|
||||
- intentional compatibility surfaces
|
||||
- historical directories and scripts that should not guide new development
|
||||
|
||||
## Source Of Truth
|
||||
|
||||
These are the current defaults to build against:
|
||||
|
||||
- `runs/<run_id>/`
|
||||
- runtime state, bootstrap configuration, agent runtime assets, logs
|
||||
- split services
|
||||
- `backend.apps.agent_service` on `:8000`
|
||||
- `backend.apps.runtime_service` on `:8003`
|
||||
- `backend.apps.trading_service` on `:8001`
|
||||
- `backend.apps.news_service` on `:8002`
|
||||
- gateway process
|
||||
- `backend.main`
|
||||
- `backend.services.gateway` on `:8765`
|
||||
|
||||
## Compatibility Surface Classification
|
||||
|
||||
All compatibility surfaces are categorized into three buckets:
|
||||
|
||||
### 1. Stable and Intentional (Keep)
|
||||
|
||||
These have clear operational reasons to exist and are documented as intentional
|
||||
compatibility surfaces with explicit ownership.
|
||||
|
||||
| Surface | Location | Owner | Reason |
|
||||
|---------|----------|-------|--------|
|
||||
| Gateway-first production | `scripts/run_prod.sh`, `deploy/systemd/`, `deploy/nginx/` | ops-team | Current production example runs gateway directly and proxies `/ws` |
|
||||
| Dashboard export layer | `runs/<run_id>/team_dashboard/*.json` | frontend-team | Downstream dashboard consumers read these exports |
|
||||
| Design-time workspace registry | `workspaces/`, `backend.api.workspaces` | control-plane-team | Control-plane editing and registry-style management |
|
||||
| Gateway WebSocket transport | `backend.services.gateway` on `:8765` | runtime-team | Live event streaming contract for frontend |
|
||||
|
||||
**Status**: These are NOT migration leftovers. Do not remove without explicit
|
||||
replacement plan signed off by owning team.
|
||||
|
||||
### 2. Temporary and Shrinking (Mark for Removal)
|
||||
|
||||
These should not grow further. Keep only until concrete replacement is fully
|
||||
in use.
|
||||
|
||||
| Surface | Location | Replacement | ETA |
|
||||
|---------|----------|-------------|-----|
|
||||
| Legacy analyst agents | `backend.agents.analyst.*` | `EvoAgent` | After EvoAgent smoke tests pass |
|
||||
| Mixed workspace_id semantics | `/api/workspaces/{id}/agents/...` | Explicit `run_id` vs `workspace_id` routes | TBD |
|
||||
| Root-level runtime directories | `live/`, `backtest/`, `production/` | `runs/<run_id>/` | Already deprecated, safe to ignore |
|
||||
|
||||
**Status**: Do not add new code using these surfaces. Migrate existing usage
|
||||
when touching related code.
|
||||
|
||||
### 3. Deferred Until Topology Final (Revisit Later)
|
||||
|
||||
These are real migration boundaries, but removing them prematurely would create
|
||||
churn without simplifying the current runtime. Revisit only after production
|
||||
topology and service-routing policy are frozen.
|
||||
|
||||
| Surface | Current State | Decision Needed |
|
||||
|---------|---------------|-----------------|
|
||||
| OpenClaw dual integration | REST facade (`:8004`) + Gateway WebSocket (`:18789`) | Which surface is the long-term contract? |
|
||||
| Env-dependent service fallbacks | `TRADING_SERVICE_URL`, `NEWS_SERVICE_URL` fallbacks to local modules | Remove fallbacks and require explicit URLs? |
|
||||
| Split-service production deploy | Docs show gateway-first, dev uses split-service | Align production with dev topology? |
|
||||
|
||||
**Status**: Document current behavior. Do not actively remove until topology
|
||||
decisions are finalized.
|
||||
|
||||
## Detailed Surface Documentation
|
||||
|
||||
### Gateway-First Production Example
|
||||
|
||||
**Files**:
|
||||
- `scripts/run_prod.sh` - Production launch script
|
||||
- `deploy/systemd/evotraders.service` - systemd unit
|
||||
- `deploy/nginx/bigtime.cillinn.com.conf` - HTTPS + WebSocket proxy
|
||||
- `deploy/nginx/bigtime.cillinn.com.http.conf` - HTTP variant
|
||||
|
||||
**Behavior**:
|
||||
```bash
|
||||
# scripts/run_prod.sh launches:
|
||||
python3 -m backend.main \
|
||||
--mode live \
|
||||
--config-name production \
|
||||
--host 127.0.0.1 \
|
||||
--port 8765
|
||||
```
|
||||
|
||||
**nginx proxies**:
|
||||
- `/ws` -> `127.0.0.1:8765` (WebSocket upgrade)
|
||||
- `/` -> static files in `/var/www/bigtime/current`
|
||||
|
||||
**Why this exists**:
|
||||
- Simpler production deployment (single process + nginx)
|
||||
- WebSocket is the practical live event contract for frontend
|
||||
- Split-service topology adds operational complexity not needed for all deployments
|
||||
|
||||
**Ownership**: ops-team
|
||||
**Status**: Stable and intentional
|
||||
|
||||
### OpenClaw Dual Integration
|
||||
|
||||
Two different integration surfaces exist for OpenClaw:
|
||||
|
||||
#### A. REST Facade (Port 8004)
|
||||
|
||||
**File**: `backend/apps/openclaw_service.py`
|
||||
**Routes**: `backend/api/openclaw.py` (prefix `/api/openclaw`)
|
||||
|
||||
**Purpose**:
|
||||
- Read-only OpenClaw CLI integration
|
||||
- Typed Pydantic models for all responses
|
||||
- Direct HTTP/REST access to OpenClaw state
|
||||
|
||||
**Use when**:
|
||||
- You need typed, stable API contracts
|
||||
- You want to poll OpenClaw status from external systems
|
||||
- You need programmatic access without WebSocket complexity
|
||||
|
||||
**Example**:
|
||||
```bash
|
||||
curl http://localhost:8004/api/openclaw/status
|
||||
```
|
||||
|
||||
#### B. Gateway WebSocket Integration (Port 18789)
|
||||
|
||||
**Files**:
|
||||
- `backend/services/gateway_openclaw_handlers.py`
|
||||
- `shared/client/openclaw_websocket_client.py`
|
||||
|
||||
**Purpose**:
|
||||
- Real-time bidirectional communication with OpenClaw
|
||||
- Event streaming and live updates
|
||||
- Integration with Gateway event flow
|
||||
|
||||
**Use when**:
|
||||
- You need real-time updates
|
||||
- You're already connected to Gateway WebSocket
|
||||
- You want event-driven rather than polling architecture
|
||||
|
||||
**Example**:
|
||||
```javascript
|
||||
// Frontend connects to ws://localhost:18789
|
||||
const ws = new WebSocket('ws://localhost:18789');
|
||||
```
|
||||
|
||||
#### Key Differences
|
||||
|
||||
| Aspect | REST Facade (8004) | Gateway WebSocket (18789) |
|
||||
|--------|-------------------|---------------------------|
|
||||
| Protocol | HTTP/REST | WebSocket |
|
||||
| Access pattern | Request/response | Event-driven |
|
||||
| Typing | Pydantic models | JSON messages |
|
||||
| Real-time | Polling required | Push notifications |
|
||||
| Use case | External integrations, scripts | Frontend, live dashboards |
|
||||
| Stability | Higher (explicit contracts) | Evolving with Gateway |
|
||||
|
||||
**Decision needed**: Which surface becomes the long-term contract?
|
||||
- REST facade is more stable but read-only
|
||||
- WebSocket integration is more capable but tied to Gateway evolution
|
||||
|
||||
**Ownership**: runtime-team
|
||||
**Status**: Deferred until topology final
|
||||
|
||||
### Dashboard Export Layer
|
||||
|
||||
**Files**: `runs/<run_id>/team_dashboard/*.json`
|
||||
|
||||
**Purpose**:
|
||||
- Compatibility/export layer for dashboard consumers
|
||||
- Non-authoritative snapshot of runtime state
|
||||
- Can be disabled via `ENABLE_DASHBOARD_COMPAT_EXPORTS=false`
|
||||
|
||||
**Why not remove**:
|
||||
- Downstream consumers still read these files
|
||||
- Provides decoupling between runtime and dashboard
|
||||
|
||||
**Ownership**: frontend-team
|
||||
**Status**: Stable and intentional
|
||||
|
||||
### Design-Time Workspace Registry
|
||||
|
||||
**Files**:
|
||||
- `workspaces/` directory
|
||||
- `backend/api/workspaces.py`
|
||||
- `backend/agents/workspace_manager.py`
|
||||
|
||||
**Purpose**:
|
||||
- Control-plane editing and registry-style management
|
||||
- Design-time CRUD for agent workspaces
|
||||
- Separate from runtime state in `runs/<run_id>/`
|
||||
|
||||
**Key distinction**:
|
||||
- `workspaces/` = design-time registry (what agents *could* be)
|
||||
- `runs/<run_id>/` = runtime state (what agents *are* right now)
|
||||
|
||||
**Ownership**: control-plane-team
|
||||
**Status**: Stable and intentional
|
||||
|
||||
## Historical Or High-Risk-To-Misread Surfaces
|
||||
|
||||
These remain in the tree, but they should not define the architecture for new work.
|
||||
|
||||
### Root-level runtime directories
|
||||
|
||||
- `live/`
|
||||
- `backtest/`
|
||||
- `production/`
|
||||
|
||||
**Read**:
|
||||
|
||||
- treat these as historical or compatibility-oriented data/layout artifacts
|
||||
- do not use them as the default runtime contract for new features
|
||||
|
||||
### Mixed `workspace_id` semantics on agent routes
|
||||
|
||||
- `/api/workspaces/{workspace_id}/agents/...`
|
||||
|
||||
**Read**:
|
||||
|
||||
- design-time CRUD routes use `workspace_id` as a registry workspace id
|
||||
- profile, skills, and editable file routes use `workspace_id` as a run id
|
||||
|
||||
**Mitigation already in repo**:
|
||||
|
||||
- `agent_service /api/status` exposes scope metadata
|
||||
- runtime-read responses expose `scope_type` and `scope_note`
|
||||
|
||||
### Partial EvoAgent rollout
|
||||
|
||||
- `EVO_AGENT_IDS`
|
||||
- staged smoke coverage in `scripts/smoke_evo_runtime.py`
|
||||
|
||||
**Read**:
|
||||
|
||||
- EvoAgent is still a controlled rollout path
|
||||
- legacy analyst/risk/PM implementations remain the default runtime path for now
|
||||
|
||||
## Recommended Usage
|
||||
|
||||
When in doubt:
|
||||
|
||||
1. trust `docs/current-architecture.md`
|
||||
2. trust `runs/<run_id>/` over root-level runtime directories
|
||||
3. treat `workspaces/` as control-plane registry, not runtime truth
|
||||
4. treat deploy artifacts as the current checked-in example, not the full system contract
|
||||
5. check this file's **Compatibility Surface Classification** before assuming something is legacy
|
||||
|
||||
## Change Log
|
||||
|
||||
| Date | Change |
|
||||
|------|--------|
|
||||
| 2026-03-31 | Added Compatibility Surface Classification (3 buckets) |
|
||||
| 2026-03-31 | Documented OpenClaw dual integration (REST vs WebSocket) |
|
||||
| 2026-03-31 | Added ownership and status to all surfaces |
|
||||
329
docs/runtime-api-changes.md
Normal file
329
docs/runtime-api-changes.md
Normal file
@@ -0,0 +1,329 @@
|
||||
# Runtime Service API 变更文档
|
||||
|
||||
## 概述
|
||||
|
||||
本文档描述了 `runtime_service` API 的改进，包括新增端点、增强的响应字段和改进的错误处理。
|
||||
|
||||
## 新增端点
|
||||
|
||||
### 1. GET /api/runtime/mode
|
||||
|
||||
返回当前运行模式（实盘或回测）及相关配置。
|
||||
|
||||
**响应模型**: `RuntimeModeResponse`
|
||||
|
||||
```json
|
||||
{
|
||||
"mode": "live",
|
||||
"is_backtest": false,
|
||||
"run_id": "20250401_120000",
|
||||
"schedule_mode": "daily",
|
||||
"is_running": true
|
||||
}
|
||||
```
|
||||
|
||||
**字段说明**:
|
||||
- `mode`: 运行模式，`"live"`（实盘）或 `"backtest"`（回测），运行时停止时为 `"stopped"`
|
||||
- `is_backtest`: 是否为回测模式
|
||||
- `run_id`: 当前运行的任务 ID
|
||||
- `schedule_mode`: 调度模式，`"daily"` 或 `"intraday"`
|
||||
- `is_running`: Gateway 是否正在运行
|
||||
|
||||
---
|
||||
|
||||
### 2. GET /api/runtime/gateway/health
|
||||
|
||||
全面的 Gateway 健康检查，包括进程状态、端口连通性和配置状态。
|
||||
|
||||
**响应模型**: `GatewayHealthResponse`
|
||||
|
||||
```json
|
||||
{
|
||||
"status": "healthy",
|
||||
"checks": {
|
||||
"process": {
|
||||
"status": "healthy",
|
||||
"details": {
|
||||
"pid": 12345,
|
||||
"status": "running",
|
||||
"returncode": null
|
||||
}
|
||||
},
|
||||
"port": {
|
||||
"status": "healthy",
|
||||
"details": {
|
||||
"port": 8765,
|
||||
"accessible": true
|
||||
}
|
||||
},
|
||||
"configuration": {
|
||||
"status": "healthy",
|
||||
"details": {
|
||||
"has_runtime_manager": true
|
||||
}
|
||||
}
|
||||
},
|
||||
"timestamp": "2025-04-01T12:00:00.000000"
|
||||
}
|
||||
```
|
||||
|
||||
**状态说明**:
|
||||
- `status`: 整体健康状态，`"healthy"`（健康）、`"degraded"`（降级）或 `"unhealthy"`（不健康）
|
||||
- `checks.process.status`: 进程状态
|
||||
- `checks.port.status`: 端口连通性
|
||||
- `checks.configuration.status`: 配置状态
|
||||
|
||||
---
|
||||
|
||||
### 3. GET /health/gateway
|
||||
|
||||
服务级别的 Gateway 健康检查端点。
|
||||
|
||||
**响应示例**:
|
||||
|
||||
```json
|
||||
{
|
||||
"status": "healthy",
|
||||
"checks": {
|
||||
"process": {
|
||||
"status": "healthy",
|
||||
"details": {
|
||||
"pid": 12345,
|
||||
"status": "running",
|
||||
"returncode": null
|
||||
}
|
||||
},
|
||||
"port": {
|
||||
"status": "healthy",
|
||||
"details": {
|
||||
"port": 8765,
|
||||
"accessible": true
|
||||
}
|
||||
},
|
||||
"configuration": {
|
||||
"status": "healthy",
|
||||
"details": {
|
||||
"has_runtime_manager": true
|
||||
}
|
||||
}
|
||||
},
|
||||
"timestamp": "2025-04-01T12:00:00.000000"
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 改进的端点
|
||||
|
||||
### GET /api/runtime/gateway/status
|
||||
|
||||
**新增字段**:
|
||||
- `process_status`: 进程状态（`"running"`、`"exited"`、`"not_running"`）
|
||||
- `pid`: 进程 ID
|
||||
|
||||
**响应示例**:
|
||||
|
||||
```json
|
||||
{
|
||||
"is_running": true,
|
||||
"port": 8765,
|
||||
"run_id": "20250401_120000",
|
||||
"process_status": "running",
|
||||
"pid": 12345
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### GET /health
|
||||
|
||||
**改进的响应结构**:
|
||||
|
||||
```json
|
||||
{
|
||||
"status": "healthy",
|
||||
"service": "runtime-service",
|
||||
"gateway": {
|
||||
"running": true,
|
||||
"port": 8765,
|
||||
"pid": 12345,
|
||||
"process_status": "running",
|
||||
"returncode": null
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
**字段说明**:
|
||||
- `status`: 服务整体状态（考虑 Gateway 进程状态）
|
||||
- `gateway.running`: Gateway 是否运行中
|
||||
- `gateway.pid`: Gateway 进程 ID
|
||||
- `gateway.process_status`: 进程详细状态
|
||||
- `gateway.returncode`: 进程退出码（如已退出）
|
||||
|
||||
---
|
||||
|
||||
### GET /api/status
|
||||
|
||||
**新增字段**:
|
||||
- `runtime.gateway_pid`: Gateway 进程 ID
|
||||
- `runtime.gateway_process_status`: 进程状态
|
||||
|
||||
**响应示例**:
|
||||
|
||||
```json
|
||||
{
|
||||
"status": "operational",
|
||||
"service": "runtime-service",
|
||||
"runtime": {
|
||||
"gateway_running": true,
|
||||
"gateway_port": 8765,
|
||||
"gateway_pid": 12345,
|
||||
"gateway_process_status": "running",
|
||||
"has_runtime_manager": true
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### POST /api/runtime/start
|
||||
|
||||
**改进的错误信息**:
|
||||
|
||||
启动失败时返回详细的错误信息，包括：
|
||||
- 进程退出码
|
||||
- 最近的日志输出（最多 4000 字符）
|
||||
- 配置问题检测
|
||||
|
||||
**错误响应示例**:
|
||||
|
||||
```json
|
||||
{
|
||||
"detail": "Gateway process exited unexpectedly\nExit code: 1\nRecent log output:\n[ERROR] FINNHUB_API_KEY not set...\nConfiguration issues detected: FINNHUB_API_KEY environment variable is required for live mode"
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### POST /api/runtime/stop
|
||||
|
||||
**改进的错误信息**:
|
||||
|
||||
- 当 Gateway 进程已退出时，返回包含退出码和 PID 的详细信息
|
||||
- 停止失败时返回具体原因
|
||||
|
||||
**错误响应示例（进程已退出）**:
|
||||
|
||||
```json
|
||||
{
|
||||
"detail": "No runtime is currently running. Previous Gateway process exited with code 1. PID: 12345"
|
||||
}
|
||||
```
|
||||
|
||||
**成功响应**:
|
||||
|
||||
```json
|
||||
{
|
||||
"status": "stopped",
|
||||
"message": "Runtime stopped successfully (PID: 12345)"
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 配置验证
|
||||
|
||||
### 启动时验证
|
||||
|
||||
Gateway 启动前会自动验证以下配置：
|
||||
|
||||
1. **模式验证**
|
||||
- `mode` 必须是 `"live"` 或 `"backtest"`
|
||||
|
||||
2. **环境变量**
|
||||
- 实盘模式需要 `FINNHUB_API_KEY`
|
||||
- 需要 `MODEL_NAME` 和 `OPENAI_API_KEY`
|
||||
|
||||
3. **股票池**
|
||||
- `tickers` 不能为空且必须是列表
|
||||
|
||||
4. **数值验证**
|
||||
- `initial_cash` 必须大于 0
|
||||
- `margin_requirement` 必须在 0-1 之间
|
||||
|
||||
5. **回测日期**
|
||||
- `start_date` 和 `end_date` 格式必须为 `YYYY-MM-DD`
|
||||
- `start_date` 必须早于 `end_date`
|
||||
|
||||
6. **调度模式**
|
||||
- `schedule_mode` 必须是 `"daily"` 或 `"intraday"`
|
||||
|
||||
**验证失败响应**:
|
||||
|
||||
```json
|
||||
{
|
||||
"detail": "Gateway configuration validation failed: FINNHUB_API_KEY environment variable is required for live mode; initial_cash must be greater than 0"
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 数据模型
|
||||
|
||||
### GatewayStatusResponse
|
||||
|
||||
```python
|
||||
class GatewayStatusResponse(BaseModel):
|
||||
is_running: bool
|
||||
port: int
|
||||
run_id: Optional[str] = None
|
||||
process_status: Optional[str] = None # 新增
|
||||
pid: Optional[int] = None # 新增
|
||||
```
|
||||
|
||||
### GatewayHealthResponse
|
||||
|
||||
```python
|
||||
class GatewayHealthResponse(BaseModel):
|
||||
status: str
|
||||
checks: Dict[str, Any]
|
||||
timestamp: str
|
||||
```
|
||||
|
||||
### RuntimeModeResponse
|
||||
|
||||
```python
|
||||
class RuntimeModeResponse(BaseModel):
|
||||
mode: str
|
||||
is_backtest: bool
|
||||
run_id: Optional[str] = None
|
||||
schedule_mode: Optional[str] = None
|
||||
is_running: bool
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 架构改进
|
||||
|
||||
### 新增辅助函数
|
||||
|
||||
1. **`_validate_gateway_config(bootstrap)`**
|
||||
- 验证 Gateway 启动配置
|
||||
- 返回验证错误列表
|
||||
|
||||
2. **`_get_gateway_process_details()`**
|
||||
- 获取 Gateway 进程详细信息
|
||||
- 包括 PID、状态、退出码
|
||||
|
||||
3. **`_check_gateway_health()`**
|
||||
- 执行全面的健康检查
|
||||
- 检查进程、端口、配置
|
||||
|
||||
---
|
||||
|
||||
## 向后兼容性
|
||||
|
||||
所有改进都保持向后兼容：
|
||||
- 现有端点继续工作
|
||||
- 新增字段为可选
|
||||
- 错误响应格式保持不变（仅在 detail 中提供更详细信息）
|
||||
79
docs/terminology.md
Normal file
79
docs/terminology.md
Normal file
@@ -0,0 +1,79 @@
|
||||
# Terminology
|
||||
|
||||
Use these terms consistently when changing code, docs, or UI.
|
||||
|
||||
## Core Terms
|
||||
|
||||
### `design-time`
|
||||
|
||||
Use for configuration, editing, and control-plane concepts that exist before a
|
||||
specific runtime is launched.
|
||||
|
||||
Typical examples:
|
||||
|
||||
- `workspaces/`
|
||||
- workspace registry CRUD
|
||||
- design-time agent metadata
|
||||
|
||||
### `runtime`
|
||||
|
||||
Use for the active execution layer and its state.
|
||||
|
||||
Typical examples:
|
||||
|
||||
- runtime lifecycle APIs
|
||||
- scheduler / gateway execution
|
||||
- approvals during a live run
|
||||
- runtime snapshots and logs
|
||||
|
||||
### `run`
|
||||
|
||||
Use for one concrete execution instance.
|
||||
|
||||
Typical examples:
|
||||
|
||||
- `runs/<run_id>/`
|
||||
- runtime history
|
||||
- run logs
|
||||
- run bootstrap config
|
||||
- run-scoped agent assets
|
||||
|
||||
### `workspace`
|
||||
|
||||
Prefer this word only for the design-time registry unless you are working on a
|
||||
historical compatibility surface that still uses the old path or field name.
|
||||
|
||||
Examples:
|
||||
|
||||
- good: "design workspace"
|
||||
- good: "workspace registry"
|
||||
- avoid for new runtime UI: "current workspace" when you really mean current run
|
||||
|
||||
## Compatibility Rule
|
||||
|
||||
Some API paths and fields still use legacy names:
|
||||
|
||||
- `/api/workspaces/{workspace_id}/agents/...`
|
||||
- `workspace_id` on approval records
|
||||
|
||||
When reading those surfaces:
|
||||
|
||||
- design-time CRUD routes use `workspace_id` literally
|
||||
- runtime-read routes may use the same slot for `run_id`
|
||||
|
||||
For new code:
|
||||
|
||||
- prefer `runId` for runtime variables
|
||||
- prefer `workspaceId` only for design-time registry flows
|
||||
|
||||
## UI Wording
|
||||
|
||||
For operator-facing runtime UI, prefer:
|
||||
|
||||
- "运行任务"
|
||||
- "运行文件"
|
||||
- "运行资产"
|
||||
- "任务 ID"
|
||||
|
||||
Avoid using "工作区" for active runtime concepts unless the screen is truly
|
||||
about the design-time workspace registry.
|
||||
Reference in New Issue
Block a user