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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# 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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