Add per-agent skill workspaces and TraderView management

backend/agents/agent_workspace.py

@@ -0,0 +1,75 @@
+# -*- coding: utf-8 -*-
+"""Per-agent run-scoped workspace configuration helpers."""
+
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import Any, Dict, List, Optional
+
+import yaml
+
+
+@dataclass(frozen=True)
+class AgentWorkspaceConfig:
+    """Structured agent config loaded from runs/<config>/agents/<agent>/agent.yaml."""
+
+    values: Dict[str, Any] = field(default_factory=dict)
+
+    @property
+    def prompt_files(self) -> Optional[List[str]]:
+        raw = self.values.get("prompt_files")
+        if not isinstance(raw, list):
+            return None
+        files = [
+            str(item).strip()
+            for item in raw
+            if isinstance(item, str) and str(item).strip()
+        ]
+        return files or None
+
+    @property
+    def enabled_skills(self) -> List[str]:
+        return _normalized_string_list(self.values.get("enabled_skills"))
+
+    @property
+    def disabled_skills(self) -> List[str]:
+        return _normalized_string_list(self.values.get("disabled_skills"))
+
+    @property
+    def active_tool_groups(self) -> Optional[List[str]]:
+        groups = _normalized_string_list(self.values.get("active_tool_groups"))
+        return groups or None
+
+    @property
+    def disabled_tool_groups(self) -> List[str]:
+        return _normalized_string_list(self.values.get("disabled_tool_groups"))
+
+    def get(self, key: str, default: Any = None) -> Any:
+        return self.values.get(key, default)
+
+
+def _normalized_string_list(raw: Any) -> List[str]:
+    if not isinstance(raw, list):
+        return []
+    seen: List[str] = []
+    for item in raw:
+        if not isinstance(item, str):
+            continue
+        value = item.strip()
+        if value and value not in seen:
+            seen.append(value)
+    return seen
+
+
+def load_agent_workspace_config(path: Path) -> AgentWorkspaceConfig:
+    """Load agent.yaml if present."""
+    if not path.exists() or not path.is_file():
+        return AgentWorkspaceConfig()
+
+    raw = path.read_text(encoding="utf-8").strip()
+    if not raw:
+        return AgentWorkspaceConfig()
+
+    parsed = yaml.safe_load(raw) or {}
+    if not isinstance(parsed, dict):
+        parsed = {}
+    return AgentWorkspaceConfig(values=parsed)

backend/agents/prompt_factory.py

@@ -4,6 +4,7 @@
 from pathlib import Path
 from typing import Any, Optional
 
+from .agent_workspace import load_agent_workspace_config
 from backend.config.bootstrap_config import get_bootstrap_config_for_run
 from .prompt_loader import PromptLoader
 from .skills_manager import SkillsManager
@@ -23,6 +24,26 @@ def _append_section(parts: list[str], title: str, content: str) -> None:
         parts.append(f"## {title}\n{content}")
 
 
+def _build_skill_metadata_summary(skills_manager: SkillsManager, config_name: str, agent_id: str) -> str:
+    """Create a compact summary of active skills for prompt routing."""
+    metadata_items = skills_manager.list_active_skill_metadata(config_name, agent_id)
+    if not metadata_items:
+        return ""
+
+    lines: list[str] = [
+        "You can use the following active skills. Prefer the most relevant one, then read its SKILL.md if needed for detailed workflow:",
+    ]
+    for item in metadata_items:
+        parts = [f"- `{item.skill_name}`"]
+        if item.description:
+            parts.append(item.description)
+        if item.version:
+            parts.append(f"version: {item.version}")
+        parts.append(f"path: {item.path}")
+        lines.append(" | ".join(parts))
+    return "\n".join(lines)
+
+
 def build_agent_system_prompt(
     agent_id: str,
     config_name: str,
@@ -31,6 +52,13 @@ def build_agent_system_prompt(
 ) -> str:
     """Build the final system prompt for an agent."""
     sections: list[str] = []
+    canonical_agent_id = (
+        "portfolio_manager"
+        if "portfolio" in agent_id
+        else "risk_manager"
+        if "risk" in agent_id and not analyst_type
+        else agent_id
+    )
 
     if analyst_type:
         personas_config = _prompt_loader.load_yaml_config(
@@ -56,11 +84,21 @@ def build_agent_system_prompt(
             "portfolio_manager",
             "system",
         )
+    elif canonical_agent_id == "portfolio_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "portfolio_manager",
+            "system",
+        )
     elif agent_id == "risk_manager":
         base_prompt = _prompt_loader.load_prompt(
             "risk_manager",
             "system",
         )
+    elif canonical_agent_id == "risk_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "risk_manager",
+            "system",
+        )
     else:
         raise ValueError(f"Unsupported agent prompt build for: {agent_id}")
 
@@ -69,6 +107,7 @@ def build_agent_system_prompt(
     skills_manager = SkillsManager()
     asset_dir = skills_manager.get_agent_asset_dir(config_name, agent_id)
     asset_dir.mkdir(parents=True, exist_ok=True)
+    agent_config = load_agent_workspace_config(asset_dir / "agent.yaml")
     bootstrap_config = get_bootstrap_config_for_run(
         skills_manager.project_root,
         config_name,
@@ -80,26 +119,62 @@ def build_agent_system_prompt(
         bootstrap_config.prompt_body,
     )
 
-    _append_section(
+    prompt_files = agent_config.prompt_files or [
-        sections,
+        "SOUL.md",
-        "Role",
+        "PROFILE.md",
-        _read_file_if_exists(asset_dir / "ROLE.md"),
+        "AGENTS.md",
-    )
+        "POLICY.md",
-    _append_section(
+        "MEMORY.md",
-        sections,
+    ]
-        "Style",
+    included_files = set(prompt_files)
-        _read_file_if_exists(asset_dir / "STYLE.md"),
+    title_map = {
-    )
+        "SOUL.md": "Soul",
-    _append_section(
+        "PROFILE.md": "Profile",
-        sections,
+        "AGENTS.md": "Agent Guide",
-        "Policy",
+        "POLICY.md": "Policy",
-        _read_file_if_exists(asset_dir / "POLICY.md"),
+        "MEMORY.md": "Memory",
-    )
+        "HEARTBEAT.md": "Heartbeat",
+        "ROLE.md": "Role",
+        "STYLE.md": "Style",
+    }
+    for filename in prompt_files:
+        _append_section(
+            sections,
+            title_map.get(filename, filename),
+            _read_file_if_exists(asset_dir / filename),
+        )
+
+    if "ROLE.md" not in included_files:
+        _append_section(
+            sections,
+            "Role",
+            _read_file_if_exists(asset_dir / "ROLE.md"),
+        )
+    if "STYLE.md" not in included_files:
+        _append_section(
+            sections,
+            "Style",
+            _read_file_if_exists(asset_dir / "STYLE.md"),
+        )
+    if "POLICY.md" not in included_files:
+        _append_section(
+            sections,
+            "Policy",
+            _read_file_if_exists(asset_dir / "POLICY.md"),
+        )
 
     skill_prompt = toolkit.get_agent_skill_prompt()
     if skill_prompt:
         _append_section(sections, "Skills", str(skill_prompt))
 
+    metadata_summary = _build_skill_metadata_summary(
+        skills_manager=skills_manager,
+        config_name=config_name,
+        agent_id=agent_id,
+    )
+    if metadata_summary:
+        _append_section(sections, "Active Skill Catalog", metadata_summary)
+
     activated_notes = toolkit.get_activated_notes()
     if activated_notes:
         _append_section(sections, "Tool Usage Notes", str(activated_notes))

backend/agents/skill_metadata.py

@@ -0,0 +1,79 @@
+# -*- coding: utf-8 -*-
+"""Skill metadata parsing helpers for SKILL.md files."""
+
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import List
+
+import yaml
+
+
+@dataclass(frozen=True)
+class SkillMetadata:
+    """Parsed metadata for a skill package."""
+
+    skill_name: str
+    path: Path
+    source: str
+    name: str
+    description: str
+    version: str = ""
+    tools: List[str] = field(default_factory=list)
+
+
+def parse_skill_metadata(skill_dir: Path, source: str) -> SkillMetadata:
+    """Parse SKILL.md frontmatter with a forgiving schema."""
+    skill_name = skill_dir.name
+    skill_file = skill_dir / "SKILL.md"
+    if not skill_file.exists():
+        return SkillMetadata(
+            skill_name=skill_name,
+            path=skill_dir,
+            source=source,
+            name=skill_name,
+            description="",
+        )
+
+    raw = skill_file.read_text(encoding="utf-8").strip()
+    frontmatter = {}
+    body = raw
+    if raw.startswith("---"):
+        parts = raw.split("---", 2)
+        if len(parts) >= 3:
+            try:
+                frontmatter = yaml.safe_load(parts[1].strip()) or {}
+            except yaml.YAMLError:
+                frontmatter = {}
+            body = parts[2].strip()
+    if not isinstance(frontmatter, dict):
+        frontmatter = {}
+
+    description = str(frontmatter.get("description") or "").strip()
+    if not description and body:
+        description = body.splitlines()[0].strip().lstrip("#").strip()
+
+    return SkillMetadata(
+        skill_name=skill_name,
+        path=skill_dir,
+        source=source,
+        name=str(frontmatter.get("name") or skill_name).strip() or skill_name,
+        description=description,
+        version=str(frontmatter.get("version") or "").strip(),
+        tools=_string_list(frontmatter.get("tools")),
+    )
+
+
+def _string_list(value) -> List[str]:
+    if isinstance(value, str):
+        item = value.strip()
+        return [item] if item else []
+    if not isinstance(value, list):
+        return []
+    seen: List[str] = []
+    for item in value:
+        if not isinstance(item, str):
+            continue
+        normalized = item.strip()
+        if normalized and normalized not in seen:
+            seen.append(normalized)
+    return seen

backend/agents/skills_manager.py

@@ -1,5 +1,5 @@
 # -*- coding: utf-8 -*-
-"""Manage builtin/customized/active skill directories for each run."""
+"""Manage agent-installed and run-active skill directories for each run."""
 
 from pathlib import Path
 import shutil
@@ -7,6 +7,8 @@ from typing import Dict, Iterable, List
 
 import yaml
 
+from backend.agents.agent_workspace import load_agent_workspace_config
+from backend.agents.skill_metadata import SkillMetadata, parse_skill_metadata
 from backend.config.bootstrap_config import get_bootstrap_config_for_run
 
 
@@ -26,12 +28,283 @@ class SkillsManager:
     def get_active_root(self, config_name: str) -> Path:
         return self.runs_root / config_name / "skills" / "active"
 
+    def get_agent_skills_root(self, config_name: str, agent_id: str) -> Path:
+        return self.get_agent_asset_dir(config_name, agent_id) / "skills"
+
+    def get_agent_active_root(self, config_name: str, agent_id: str) -> Path:
+        return self.get_agent_skills_root(config_name, agent_id) / "active"
+
+    def get_agent_installed_root(self, config_name: str, agent_id: str) -> Path:
+        return self.get_agent_skills_root(config_name, agent_id) / "installed"
+
+    def get_agent_disabled_root(self, config_name: str, agent_id: str) -> Path:
+        return self.get_agent_skills_root(config_name, agent_id) / "disabled"
+
+    def get_agent_local_root(self, config_name: str, agent_id: str) -> Path:
+        return self.get_agent_skills_root(config_name, agent_id) / "local"
+
     def get_activation_manifest_path(self, config_name: str) -> Path:
         return self.runs_root / config_name / "skills" / "activation.yaml"
 
     def get_agent_asset_dir(self, config_name: str, agent_id: str) -> Path:
         return self.runs_root / config_name / "agents" / agent_id
 
+    def list_skill_catalog(self) -> List[SkillMetadata]:
+        """Return builtin/customized skills with parsed metadata."""
+        catalog: Dict[str, SkillMetadata] = {}
+
+        for source, root in (
+            ("builtin", self.builtin_root),
+            ("customized", self.customized_root),
+        ):
+            if not root.exists():
+                continue
+            for skill_dir in sorted(root.iterdir(), key=lambda item: item.name):
+                if not skill_dir.is_dir():
+                    continue
+                if not (skill_dir / "SKILL.md").exists():
+                    continue
+                metadata = parse_skill_metadata(skill_dir, source=source)
+                catalog[metadata.skill_name] = metadata
+
+        return sorted(catalog.values(), key=lambda item: item.skill_name)
+
+    def list_agent_skill_catalog(
+        self,
+        config_name: str,
+        agent_id: str,
+    ) -> List[SkillMetadata]:
+        """Return shared plus agent-local skills for one agent."""
+        catalog = {
+            item.skill_name: item
+            for item in self.list_skill_catalog()
+        }
+        for item in self.list_agent_local_skills(config_name, agent_id):
+            catalog[item.skill_name] = item
+        return sorted(catalog.values(), key=lambda item: item.skill_name)
+
+    def list_active_skill_metadata(
+        self,
+        config_name: str,
+        agent_id: str,
+    ) -> List[SkillMetadata]:
+        """Return metadata for active skills synced for one agent."""
+        active_root = self.get_agent_active_root(config_name, agent_id)
+        if not active_root.exists():
+            return []
+
+        items: List[SkillMetadata] = []
+        for skill_dir in sorted(active_root.iterdir(), key=lambda item: item.name):
+            if not skill_dir.is_dir():
+                continue
+            if not (skill_dir / "SKILL.md").exists():
+                continue
+            items.append(parse_skill_metadata(skill_dir, source="active"))
+        return items
+
+    def list_agent_local_skills(
+        self,
+        config_name: str,
+        agent_id: str,
+    ) -> List[SkillMetadata]:
+        """Return metadata for agent-private local skills."""
+        local_root = self.get_agent_local_root(config_name, agent_id)
+        if not local_root.exists():
+            return []
+
+        items: List[SkillMetadata] = []
+        for skill_dir in sorted(local_root.iterdir(), key=lambda item: item.name):
+            if not skill_dir.is_dir():
+                continue
+            if not (skill_dir / "SKILL.md").exists():
+                continue
+            items.append(parse_skill_metadata(skill_dir, source="local"))
+        return items
+
+    def load_skill_document(self, skill_name: str) -> Dict[str, object]:
+        """Return skill metadata plus markdown body for one skill."""
+        source_dir = self._resolve_source_dir(skill_name)
+        return self._load_skill_document_from_dir(
+            source_dir,
+            source="customized" if source_dir.parent == self.customized_root else "builtin",
+        )
+
+    def load_agent_skill_document(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_name: str,
+    ) -> Dict[str, object]:
+        """Return skill metadata plus markdown body for one agent-visible skill."""
+        source_dir = self._resolve_agent_skill_source_dir(
+            config_name=config_name,
+            agent_id=agent_id,
+            skill_name=skill_name,
+        )
+        source = "local"
+        if source_dir.parent == self.customized_root:
+            source = "customized"
+        elif source_dir.parent == self.builtin_root:
+            source = "builtin"
+        elif source_dir.parent == self.get_agent_installed_root(config_name, agent_id):
+            source = "installed"
+        return self._load_skill_document_from_dir(source_dir, source=source)
+
+    def create_agent_local_skill(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_name: str,
+    ) -> Path:
+        """Create a new local skill directory with a default SKILL.md."""
+        normalized = _normalize_skill_name(skill_name)
+        if not normalized:
+            raise ValueError("Skill name is required.")
+        local_root = self.get_agent_local_root(config_name, agent_id)
+        local_root.mkdir(parents=True, exist_ok=True)
+        skill_dir = local_root / normalized
+        if skill_dir.exists():
+            raise FileExistsError(f"Local skill already exists: {normalized}")
+        skill_dir.mkdir(parents=True, exist_ok=False)
+        (skill_dir / "SKILL.md").write_text(
+            "---\n"
+            f"name: {normalized}\n"
+            "description: 当用户提出与该本地技能相关的专门任务时，应使用此技能。\n"
+            "version: 1.0.0\n"
+            "---\n\n"
+            f"# {normalized}\n\n"
+            "在这里描述该交易员的专有分析流程、判断框架和可复用步骤。\n",
+            encoding="utf-8",
+        )
+        return skill_dir
+
+    def update_agent_local_skill(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_name: str,
+        content: str,
+    ) -> Path:
+        """Overwrite one agent-local SKILL.md."""
+        normalized = _normalize_skill_name(skill_name)
+        if not normalized:
+            raise ValueError("Skill name is required.")
+        skill_dir = self.get_agent_local_root(config_name, agent_id) / normalized
+        if not skill_dir.exists():
+            raise FileNotFoundError(f"Unknown local skill: {normalized}")
+        (skill_dir / "SKILL.md").write_text(content, encoding="utf-8")
+        return skill_dir
+
+    def delete_agent_local_skill(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_name: str,
+    ) -> None:
+        """Delete one agent-local skill directory."""
+        normalized = _normalize_skill_name(skill_name)
+        if not normalized:
+            raise ValueError("Skill name is required.")
+        skill_dir = self.get_agent_local_root(config_name, agent_id) / normalized
+        if not skill_dir.exists():
+            raise FileNotFoundError(f"Unknown local skill: {normalized}")
+        shutil.rmtree(skill_dir)
+
+    def _load_skill_document_from_dir(
+        self,
+        source_dir: Path,
+        *,
+        source: str,
+    ) -> Dict[str, object]:
+        """Return metadata plus markdown body for one resolved skill directory."""
+        metadata = parse_skill_metadata(
+            source_dir,
+            source=source,
+        )
+        skill_file = source_dir / "SKILL.md"
+        raw = skill_file.read_text(encoding="utf-8").strip() if skill_file.exists() else ""
+        body = raw
+        if raw.startswith("---"):
+            parts = raw.split("---", 2)
+            if len(parts) >= 3:
+                body = parts[2].strip()
+
+        return {
+            "skill_name": metadata.skill_name,
+            "name": metadata.name,
+            "description": metadata.description,
+            "version": metadata.version,
+            "tools": metadata.tools,
+            "source": metadata.source,
+            "content": body,
+        }
+
+    def update_agent_skill_overrides(
+        self,
+        config_name: str,
+        agent_id: str,
+        *,
+        enable: Iterable[str] | None = None,
+        disable: Iterable[str] | None = None,
+    ) -> Dict[str, List[str]]:
+        """Persist per-agent enabled/disabled skill overrides in agent.yaml."""
+        asset_dir = self.get_agent_asset_dir(config_name, agent_id)
+        asset_dir.mkdir(parents=True, exist_ok=True)
+        config_path = asset_dir / "agent.yaml"
+        current = load_agent_workspace_config(config_path)
+        values = dict(current.values)
+
+        enabled = _dedupe_preserve_order(current.enabled_skills)
+        disabled_set = set(current.disabled_skills)
+
+        for skill_name in enable or []:
+            if skill_name not in enabled:
+                enabled.append(skill_name)
+            disabled_set.discard(skill_name)
+
+        for skill_name in disable or []:
+            disabled_set.add(skill_name)
+            enabled = [item for item in enabled if item != skill_name]
+
+        values["enabled_skills"] = enabled
+        values["disabled_skills"] = sorted(disabled_set)
+        config_path.write_text(
+            yaml.safe_dump(values, allow_unicode=True, sort_keys=False),
+            encoding="utf-8",
+        )
+        return {
+            "enabled_skills": enabled,
+            "disabled_skills": sorted(disabled_set),
+        }
+
+    def forget_agent_skill_overrides(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_names: Iterable[str],
+    ) -> Dict[str, List[str]]:
+        """Remove skills from both enabled/disabled overrides in agent.yaml."""
+        asset_dir = self.get_agent_asset_dir(config_name, agent_id)
+        asset_dir.mkdir(parents=True, exist_ok=True)
+        config_path = asset_dir / "agent.yaml"
+        current = load_agent_workspace_config(config_path)
+        values = dict(current.values)
+        removed = set(skill_names)
+
+        enabled = [item for item in current.enabled_skills if item not in removed]
+        disabled = [item for item in current.disabled_skills if item not in removed]
+
+        values["enabled_skills"] = enabled
+        values["disabled_skills"] = disabled
+        config_path.write_text(
+            yaml.safe_dump(values, allow_unicode=True, sort_keys=False),
+            encoding="utf-8",
+        )
+        return {
+            "enabled_skills": enabled,
+            "disabled_skills": disabled,
+        }
+
     def ensure_activation_manifest(self, config_name: str) -> Path:
         manifest_path = self.get_activation_manifest_path(config_name)
         manifest_path.parent.mkdir(parents=True, exist_ok=True)
@@ -62,6 +335,34 @@ class SkillsManager:
 
         raise FileNotFoundError(f"Unknown skill: {skill_name}")
 
+    def _resolve_agent_skill_source_dir(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_name: str,
+    ) -> Path:
+        """Resolve one skill from the agent-local workspace or shared registry."""
+        for root in (
+            self.get_agent_local_root(config_name, agent_id),
+            self.get_agent_installed_root(config_name, agent_id),
+        ):
+            candidate = root / skill_name
+            if candidate.exists() and (candidate / "SKILL.md").exists():
+                return candidate
+        return self._resolve_source_dir(skill_name)
+
+    def _skill_exists_for_agent(
+        self,
+        config_name: str,
+        agent_id: str,
+        skill_name: str,
+    ) -> bool:
+        try:
+            self._resolve_agent_skill_source_dir(config_name, agent_id, skill_name)
+        except FileNotFoundError:
+            return False
+        return True
+
     def _persist_runtime_edits(
         self,
         config_name: str,
@@ -125,6 +426,13 @@ class SkillsManager:
         bootstrap = get_bootstrap_config_for_run(self.project_root, config_name)
         override = bootstrap.agent_override(agent_id)
         skills = list(override.get("skills", list(default_skills)))
+        agent_config = load_agent_workspace_config(
+            self.get_agent_asset_dir(config_name, agent_id) / "agent.yaml",
+        )
+
+        for skill_name in agent_config.enabled_skills:
+            if skill_name not in skills:
+                skills.append(skill_name)
 
         manifest = self.load_activation_manifest(config_name)
         for skill_name in manifest.get("global_enabled_skills", []):
@@ -139,51 +447,61 @@ class SkillsManager:
         disabled.update(
             manifest.get("agent_disabled_skills", {}).get(agent_id, []),
         )
+        disabled.update(agent_config.disabled_skills)
 
-        return [skill for skill in skills if skill not in disabled]
+        for item in self.list_agent_local_skills(config_name, agent_id):
+            if item.skill_name not in skills:
+                skills.append(item.skill_name)
 
-    def sync_active_skills(
+        return [
+            skill
+            for skill in skills
+            if skill not in disabled
+            and self._skill_exists_for_agent(config_name, agent_id, skill)
+        ]
+
+    def sync_skill_dirs(
         self,
-        config_name: str,
+        target_root: Path,
-        skill_names: Iterable[str],
+        skill_sources: Dict[str, Path],
     ) -> List[Path]:
-        """Sync selected skills into the run workspace and return their paths."""
+        """Sync selected skill directories into one target root."""
-        active_root = self.get_active_root(config_name)
+        target_root.mkdir(parents=True, exist_ok=True)
-        active_root.mkdir(parents=True, exist_ok=True)
 
         synced_paths: List[Path] = []
-        wanted = set(skill_names)
+        wanted = set(skill_sources)
 
-        for existing in active_root.iterdir():
+        for existing in target_root.iterdir():
             if existing.is_dir() and existing.name not in wanted:
-                self._persist_runtime_edits(
-                    config_name=config_name,
-                    skill_name=existing.name,
-                    active_dir=existing,
-                )
                 shutil.rmtree(existing)
 
-        for skill_name in skill_names:
+        for skill_name, source_dir in skill_sources.items():
-            source_dir = self._resolve_source_dir(skill_name)
+            target_dir = target_root / skill_name
-            target_dir = active_root / skill_name
             if target_dir.exists():
-                self._persist_runtime_edits(
-                    config_name=config_name,
-                    skill_name=skill_name,
-                    active_dir=target_dir,
-                )
                 shutil.rmtree(target_dir)
             shutil.copytree(source_dir, target_dir)
             synced_paths.append(target_dir)
 
         return synced_paths
 
+    def sync_active_skills(
+        self,
+        target_root: Path,
+        skill_names: Iterable[str],
+    ) -> List[Path]:
+        """Sync selected shared skills into one active directory."""
+        skill_sources = {
+            skill_name: self._resolve_source_dir(skill_name)
+            for skill_name in skill_names
+        }
+        return self.sync_skill_dirs(target_root, skill_sources)
+
     def prepare_active_skills(
         self,
         config_name: str,
         agent_defaults: Dict[str, Iterable[str]],
     ) -> Dict[str, List[Path]]:
-        """Resolve all agent skills, sync the union once, and map paths per agent."""
+        """Resolve all agent skills into per-agent installed/active workspaces."""
         resolved: Dict[str, List[str]] = {}
         union: List[str] = []
 
@@ -198,10 +516,112 @@ class SkillsManager:
                 if skill_name not in union:
                     union.append(skill_name)
 
-        self.sync_active_skills(config_name=config_name, skill_names=union)
+        # Maintain the legacy union directory for compatibility/debugging.
-        active_root = self.get_active_root(config_name)
+        # Agent-local skills remain private to the agent workspace.
+        self.sync_active_skills(
+            target_root=self.get_active_root(config_name),
+            skill_names=[
+                skill_name
+                for skill_name in union
+                if self._is_shared_skill(skill_name)
+            ],
+        )
 
-        return {
+        active_map: Dict[str, List[Path]] = {}
-            agent_id: [active_root / skill_name for skill_name in skill_names]
+        for agent_id, skill_names in resolved.items():
-            for agent_id, skill_names in resolved.items()
+            installed_sources = {
-        }
+                skill_name: self._resolve_source_dir(skill_name)
+                for skill_name in skill_names
+                if (self.get_agent_local_root(config_name, agent_id) / skill_name).exists() is False
+            }
+            installed_paths = self.sync_skill_dirs(
+                target_root=self.get_agent_installed_root(config_name, agent_id),
+                skill_sources=installed_sources,
+            )
+
+            local_root = self.get_agent_local_root(config_name, agent_id)
+            local_sources = {
+                skill_name: local_root / skill_name
+                for skill_name in skill_names
+                if (local_root / skill_name).exists()
+            }
+            active_sources = {
+                path.name: path for path in installed_paths
+            }
+            active_sources.update(local_sources)
+            active_map[agent_id] = self.sync_skill_dirs(
+                target_root=self.get_agent_active_root(config_name, agent_id),
+                skill_sources=active_sources,
+            )
+
+            disabled_names = _dedupe_preserve_order(
+                self._resolve_disabled_skill_names(
+                    config_name=config_name,
+                    agent_id=agent_id,
+                    default_skills=agent_defaults.get(agent_id, []),
+                ),
+            )
+            disabled_sources = {
+                skill_name: self._resolve_agent_skill_source_dir(
+                    config_name=config_name,
+                    agent_id=agent_id,
+                    skill_name=skill_name,
+                )
+                for skill_name in disabled_names
+            }
+            self.sync_skill_dirs(
+                target_root=self.get_agent_disabled_root(config_name, agent_id),
+                skill_sources=disabled_sources,
+            )
+
+        return active_map
+
+    def _is_shared_skill(self, skill_name: str) -> bool:
+        try:
+            self._resolve_source_dir(skill_name)
+        except FileNotFoundError:
+            return False
+        return True
+
+    def _resolve_disabled_skill_names(
+        self,
+        config_name: str,
+        agent_id: str,
+        default_skills: Iterable[str],
+    ) -> List[str]:
+        """Resolve explicit disabled skills for one agent."""
+        bootstrap = get_bootstrap_config_for_run(self.project_root, config_name)
+        override = bootstrap.agent_override(agent_id)
+        baseline = list(override.get("skills", list(default_skills)))
+        agent_config = load_agent_workspace_config(
+            self.get_agent_asset_dir(config_name, agent_id) / "agent.yaml",
+        )
+        manifest = self.load_activation_manifest(config_name)
+        disabled = list(manifest.get("global_disabled_skills", []))
+        disabled.extend(manifest.get("agent_disabled_skills", {}).get(agent_id, []))
+        disabled.extend(agent_config.disabled_skills)
+        for skill_name in baseline:
+            if skill_name in agent_config.disabled_skills and skill_name not in disabled:
+                disabled.append(skill_name)
+        for item in self.list_agent_local_skills(config_name, agent_id):
+            if item.skill_name in agent_config.disabled_skills and item.skill_name not in disabled:
+                disabled.append(item.skill_name)
+        return [
+            skill
+            for skill in disabled
+            if self._skill_exists_for_agent(config_name, agent_id, skill)
+        ]
+
+
+def _dedupe_preserve_order(items: Iterable[str]) -> List[str]:
+    result: List[str] = []
+    for item in items:
+        if item not in result:
+            result.append(item)
+    return result
+
+
+def _normalize_skill_name(raw_name: str) -> str:
+    normalized = str(raw_name or "").strip().lower().replace(" ", "_").replace("-", "_")
+    allowed = [ch for ch in normalized if ch.isalnum() or ch == "_"]
+    return "".join(allowed).strip("_")

backend/agents/toolkit_factory.py

@@ -3,6 +3,7 @@
 
 from typing import Any, Dict, Iterable
 
+from .agent_workspace import load_agent_workspace_config
 from backend.config.bootstrap_config import get_bootstrap_config_for_run
 import yaml
 
@@ -151,6 +152,9 @@ def create_agent_toolkit(
     profiles = load_agent_profiles()
     profile = profiles.get(agent_id, {})
     skills_manager = SkillsManager()
+    agent_config = load_agent_workspace_config(
+        skills_manager.get_agent_asset_dir(config_name, agent_id) / "agent.yaml",
+    )
     bootstrap_config = get_bootstrap_config_for_run(
         skills_manager.project_root,
         config_name,
@@ -158,8 +162,16 @@ def create_agent_toolkit(
     override = bootstrap_config.agent_override(agent_id)
     active_groups = override.get(
         "active_tool_groups",
-        profile.get("active_tool_groups", []),
+        agent_config.active_tool_groups
+        or profile.get("active_tool_groups", []),
     )
+    disabled_groups = set(agent_config.disabled_tool_groups)
+    if disabled_groups:
+        active_groups = [
+            group_name
+            for group_name in active_groups
+            if group_name not in disabled_groups
+        ]
 
     toolkit = Toolkit(
         agent_skill_instruction=(
@@ -184,7 +196,7 @@ def create_agent_toolkit(
             default_skills=profile.get("skills", []),
         )
         active_skill_dirs = [
-            skills_manager.get_active_root(config_name) / skill_name
+            skills_manager.get_agent_active_root(config_name, agent_id) / skill_name
             for skill_name in skill_names
         ]
 

backend/agents/workspace_manager.py

@@ -4,6 +4,8 @@
 from pathlib import Path
 from typing import Dict, Iterable, Optional
 
+import yaml
+
 from .skills_manager import SkillsManager
 
 
@@ -59,6 +61,10 @@ class WorkspaceManager:
             agent_id,
         )
         asset_dir.mkdir(parents=True, exist_ok=True)
+        (asset_dir / "skills" / "installed").mkdir(parents=True, exist_ok=True)
+        (asset_dir / "skills" / "active").mkdir(parents=True, exist_ok=True)
+        (asset_dir / "skills" / "disabled").mkdir(parents=True, exist_ok=True)
+        (asset_dir / "skills" / "local").mkdir(parents=True, exist_ok=True)
 
         self._ensure_file(
             asset_dir / "ROLE.md",
@@ -81,6 +87,35 @@ class WorkspaceManager:
             f"{policy_seed}".strip()
             + "\n",
         )
+        self._ensure_file(
+            asset_dir / "SOUL.md",
+            "# Soul\n\n"
+            "Describe the agent's temperament, reasoning posture, and voice.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "PROFILE.md",
+            "# Profile\n\n"
+            "Track this agent's long-lived investment style, preferences, and strengths.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "AGENTS.md",
+            "# Agent Guide\n\n"
+            "Document how this agent should work, collaborate, and choose tools or skills.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "MEMORY.md",
+            "# Memory\n\n"
+            "Store durable lessons, heuristics, and reminders for this agent.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "HEARTBEAT.md",
+            "# Heartbeat\n\n"
+            "Optional checklist for periodic review or self-reflection.\n\n",
+        )
+        self._ensure_agent_yaml(
+            asset_dir / "agent.yaml",
+            agent_id=agent_id,
+        )
         return asset_dir
 
     def initialize_default_assets(
@@ -138,3 +173,27 @@ class WorkspaceManager:
     def _ensure_file(path: Path, content: str) -> None:
         if not path.exists():
             path.write_text(content, encoding="utf-8")
+
+    @staticmethod
+    def _ensure_agent_yaml(path: Path, agent_id: str) -> None:
+        if path.exists():
+            return
+
+        payload = {
+            "agent_id": agent_id,
+            "prompt_files": [
+                "SOUL.md",
+                "PROFILE.md",
+                "AGENTS.md",
+                "POLICY.md",
+                "MEMORY.md",
+            ],
+            "enabled_skills": [],
+            "disabled_skills": [],
+            "active_tool_groups": [],
+            "disabled_tool_groups": [],
+        }
+        path.write_text(
+            yaml.safe_dump(payload, allow_unicode=True, sort_keys=False),
+            encoding="utf-8",
+        )

backend/cli.py

@@ -24,7 +24,9 @@ from rich.prompt import Confirm
 from rich.table import Table
 from dotenv import load_dotenv
 
+from backend.agents.agent_workspace import load_agent_workspace_config
 from backend.agents.prompt_loader import PromptLoader
+from backend.agents.skills_manager import SkillsManager
 from backend.agents.workspace_manager import WorkspaceManager
 from backend.data.market_ingest import ingest_symbols
 from backend.data.market_store import MarketStore
@@ -38,12 +40,21 @@ app = typer.Typer(
 )
 ingest_app = typer.Typer(help="Ingest Polygon market data into the research warehouse.")
 app.add_typer(ingest_app, name="ingest")
+skills_app = typer.Typer(help="Inspect and manage per-agent skills.")
+app.add_typer(skills_app, name="skills")
 
 console = Console()
 _prompt_loader = PromptLoader()
 load_dotenv()
 
 
+def _normalize_typer_value(value, default):
+    """Allow CLI command functions to be called directly in tests/internal code."""
+    if hasattr(value, "default"):
+        return value.default
+    return default if value is None else value
+
+
 def get_project_root() -> Path:
     """Get the project root directory."""
     # Assuming cli.py is in backend/
@@ -213,6 +224,19 @@ def initialize_workspace(config_name: str) -> Path:
     return workspace_manager.get_run_dir(config_name)
 
 
+def _require_agent_asset_dir(config_name: str, agent_id: str) -> Path:
+    manager = WorkspaceManager(project_root=get_project_root())
+    manager.initialize_default_assets(
+        config_name=config_name,
+        agent_ids=[agent_id],
+        analyst_personas=_prompt_loader.load_yaml_config(
+            "analyst",
+            "personas",
+        ),
+    )
+    return manager.skills_manager.get_agent_asset_dir(config_name, agent_id)
+
+
 def _resolve_symbols(raw_tickers: Optional[str], config_name: Optional[str] = None) -> list[str]:
     """Resolve symbols from explicit input or runtime bootstrap config."""
     if raw_tickers and raw_tickers.strip():
@@ -622,6 +646,137 @@ def ingest_report(
     console.print(table)
 
 
+@skills_app.command("list")
+def skills_list(
+    config_name: str = typer.Option(
+        "default",
+        "--config-name",
+        "-c",
+        help="Run config name.",
+    ),
+    agent_id: Optional[str] = typer.Option(
+        None,
+        "--agent-id",
+        "-a",
+        help="Optional agent id to show resolved status for.",
+    ),
+):
+    """List available skills and optional agent-level enablement state."""
+    project_root = get_project_root()
+    skills_manager = SkillsManager(project_root=project_root)
+    catalog = (
+        skills_manager.list_agent_skill_catalog(config_name, agent_id)
+        if agent_id
+        else skills_manager.list_skill_catalog()
+    )
+    if not catalog:
+        console.print("[yellow]No skills found[/yellow]")
+        raise typer.Exit(0)
+
+    agent_config = None
+    resolved_skills = set()
+    if agent_id:
+        asset_dir = _require_agent_asset_dir(config_name, agent_id)
+        agent_config = load_agent_workspace_config(asset_dir / "agent.yaml")
+        resolved_skills = set(
+            skills_manager.resolve_agent_skill_names(
+                config_name=config_name,
+                agent_id=agent_id,
+                default_skills=[],
+            ),
+        )
+
+    table = Table(title="Skill Catalog")
+    table.add_column("Skill", style="cyan")
+    table.add_column("Source")
+    table.add_column("Description")
+    if agent_id:
+        table.add_column("Status")
+
+    enabled = set(agent_config.enabled_skills) if agent_config else set()
+    disabled = set(agent_config.disabled_skills) if agent_config else set()
+    for skill in catalog:
+        row = [
+            skill.skill_name,
+            skill.source,
+            skill.description or "-",
+        ]
+        if agent_id:
+            if skill.skill_name in disabled:
+                status = "disabled"
+            elif skill.skill_name in enabled:
+                status = "enabled"
+            elif skill.skill_name in resolved_skills:
+                status = "active"
+            else:
+                status = "-"
+            row.append(status)
+        table.add_row(*row)
+    console.print(table)
+
+
+@skills_app.command("enable")
+def skills_enable(
+    agent_id: str = typer.Option(..., "--agent-id", "-a", help="Agent id."),
+    skill: str = typer.Option(..., "--skill", "-s", help="Skill name."),
+    config_name: str = typer.Option(
+        "default",
+        "--config-name",
+        "-c",
+        help="Run config name.",
+    ),
+):
+    """Enable a skill for one agent in agent.yaml."""
+    asset_dir = _require_agent_asset_dir(config_name, agent_id)
+    skills_manager = SkillsManager(project_root=get_project_root())
+    catalog = {
+        item.skill_name
+        for item in skills_manager.list_agent_skill_catalog(config_name, agent_id)
+    }
+    if skill not in catalog:
+        console.print(f"[red]Unknown skill: {skill}[/red]")
+        raise typer.Exit(1)
+
+    result = skills_manager.update_agent_skill_overrides(
+        config_name=config_name,
+        agent_id=agent_id,
+        enable=[skill],
+    )
+    console.print(
+        f"[green]Enabled[/green] `{skill}` for `{agent_id}` "
+        f"([{asset_dir / 'agent.yaml'}])",
+    )
+    console.print(f"Enabled skills: {', '.join(result['enabled_skills']) or '-'}")
+    console.print(f"Disabled skills: {', '.join(result['disabled_skills']) or '-'}")
+
+
+@skills_app.command("disable")
+def skills_disable(
+    agent_id: str = typer.Option(..., "--agent-id", "-a", help="Agent id."),
+    skill: str = typer.Option(..., "--skill", "-s", help="Skill name."),
+    config_name: str = typer.Option(
+        "default",
+        "--config-name",
+        "-c",
+        help="Run config name.",
+    ),
+):
+    """Disable a skill for one agent in agent.yaml."""
+    asset_dir = _require_agent_asset_dir(config_name, agent_id)
+    skills_manager = SkillsManager(project_root=get_project_root())
+    result = skills_manager.update_agent_skill_overrides(
+        config_name=config_name,
+        agent_id=agent_id,
+        disable=[skill],
+    )
+    console.print(
+        f"[yellow]Disabled[/yellow] `{skill}` for `{agent_id}` "
+        f"([{asset_dir / 'agent.yaml'}])",
+    )
+    console.print(f"Enabled skills: {', '.join(result['enabled_skills']) or '-'}")
+    console.print(f"Disabled skills: {', '.join(result['disabled_skills']) or '-'}")
+
+
 @app.command()
 def backtest(
     start: Optional[str] = typer.Option(
@@ -684,6 +839,7 @@ def backtest(
             border_style="cyan",
         ),
     )
+    poll_interval = int(_normalize_typer_value(poll_interval, 10))
 
     # Validate dates - required for backtest
     if not start or not end:
@@ -801,12 +957,22 @@ def live(
         "-p",
         help="WebSocket server port",
     ),
+    schedule_mode: str = typer.Option(
+        "daily",
+        "--schedule-mode",
+        help="Scheduler mode: 'daily' or 'intraday'",
+    ),
     trigger_time: str = typer.Option(
         "now",
         "--trigger-time",
         "-t",
         help="Trigger time in LOCAL timezone (HH:MM), or 'now' to run immediately",
     ),
+    interval_minutes: int = typer.Option(
+        60,
+        "--interval-minutes",
+        help="When schedule-mode=intraday, run every N minutes",
+    ),
     poll_interval: int = typer.Option(
         10,
         "--poll-interval",
@@ -830,9 +996,12 @@ def live(
         evotraders live                    # Run immediately (default)
         evotraders live --mock             # Mock mode
         evotraders live -t 22:30           # Run at 22:30 local time daily
+        evotraders live --schedule-mode intraday --interval-minutes 60
         evotraders live --trigger-time now # Run immediately
         evotraders live --clean            # Clear historical data before starting
     """
+    schedule_mode = str(_normalize_typer_value(schedule_mode, "daily"))
+    interval_minutes = int(_normalize_typer_value(interval_minutes, 60))
     mode_name = "MOCK" if mock else "LIVE"
     console.print(
         Panel.fit(
@@ -864,6 +1033,16 @@ def live(
     # Handle historical data cleanup
     handle_history_cleanup(config_name, auto_clean=clean)
 
+    if schedule_mode not in {"daily", "intraday"}:
+        console.print(
+            f"[red]Error: unsupported schedule mode '{schedule_mode}'[/red]",
+        )
+        raise typer.Exit(1)
+
+    if interval_minutes <= 0:
+        console.print("[red]Error: --interval-minutes must be > 0[/red]")
+        raise typer.Exit(1)
+
     # Convert local time to NYSE time
     nyse_tz = ZoneInfo("America/New_York")
     local_tz = datetime.now().astimezone().tzinfo
@@ -871,7 +1050,9 @@ def live(
     nyse_now = datetime.now(nyse_tz)
 
     # Convert trigger time from local to NYSE
-    if trigger_time.lower() == "now":
+    if schedule_mode == "intraday":
+        nyse_trigger_time = "now"
+    elif trigger_time.lower() == "now":
         nyse_trigger_time = "now"
     else:
         local_trigger = datetime.strptime(trigger_time, "%H:%M")
@@ -891,7 +1072,10 @@ def live(
     console.print(
         f"   NYSE Time:  {nyse_now.strftime('%Y-%m-%d %H:%M:%S %Z')}",
     )
-    if nyse_trigger_time == "now":
+    console.print(f"   Schedule:   {schedule_mode}")
+    if schedule_mode == "intraday":
+        console.print(f"   Interval:   every {interval_minutes} minute(s)")
+    elif nyse_trigger_time == "now":
         console.print("   Trigger:    [green]NOW (immediate)[/green]")
     else:
         console.print(
@@ -951,10 +1135,14 @@ def live(
         host,
         "--port",
         str(port),
+        "--schedule-mode",
+        schedule_mode,
         "--poll-interval",
         str(poll_interval),
         "--trigger-time",
         nyse_trigger_time,
+        "--interval-minutes",
+        str(interval_minutes),
     ]
 
     if mock:

backend/main.py

@@ -48,6 +48,9 @@ def _resolve_runtime_config(args) -> dict:
         project_root=project_root,
         config_name=args.config_name,
         enable_memory=args.enable_memory,
+        schedule_mode=args.schedule_mode,
+        interval_minutes=args.interval_minutes,
+        trigger_time=args.trigger_time,
     )
 
 
@@ -261,6 +264,7 @@ async def run_with_gateway(args):
     # Create scheduler callback
     scheduler_callback = None
     trading_dates = []
+    live_scheduler = None
 
     if is_backtest:
         backtest_scheduler = BacktestScheduler(
@@ -276,10 +280,11 @@ async def run_with_gateway(args):
 
         scheduler_callback = scheduler_callback_fn
     else:
-        # Live mode: use daily scheduler with NYSE timezone
+        # Live mode: use daily or intraday scheduler with NYSE timezone
         live_scheduler = Scheduler(
-            mode="daily",
+            mode=runtime_config["schedule_mode"],
-            trigger_time=args.trigger_time,
+            trigger_time=runtime_config["trigger_time"],
+            interval_minutes=runtime_config["interval_minutes"],
             config={"config_name": config_name},
         )
 
@@ -300,11 +305,15 @@ async def run_with_gateway(args):
             "backtest_mode": is_backtest,
             "tickers": tickers,
             "config_name": config_name,
+            "schedule_mode": runtime_config["schedule_mode"],
+            "interval_minutes": runtime_config["interval_minutes"],
+            "trigger_time": runtime_config["trigger_time"],
             "initial_cash": initial_cash,
             "margin_requirement": margin_requirement,
             "max_comm_cycles": runtime_config["max_comm_cycles"],
             "enable_memory": runtime_config["enable_memory"],
         },
+        scheduler=live_scheduler if not is_backtest else None,
     )
 
     if is_backtest:
@@ -325,7 +334,13 @@ def main():
     parser.add_argument("--config-name", default="mock")
     parser.add_argument("--host", default="0.0.0.0")
     parser.add_argument("--port", type=int, default=8765)
+    parser.add_argument(
+        "--schedule-mode",
+        choices=["daily", "intraday"],
+        default="daily",
+    )
     parser.add_argument("--trigger-time", default="09:30")  # NYSE market open
+    parser.add_argument("--interval-minutes", type=int, default=60)
     parser.add_argument("--poll-interval", type=int, default=10)
     parser.add_argument("--start-date")
     parser.add_argument("--end-date")

backend/skills/__init__.py

@@ -0,0 +1 @@
+# -*- coding: utf-8 -*-

backend/skills/builtin/__init__.py

@@ -0,0 +1 @@
+# -*- coding: utf-8 -*-

backend/skills/builtin/fundamental_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: fundamental_review
+name: 基本面分析
-description: Review a company from a fundamentals-first perspective before issuing a trading signal.
+description: 当用户要求“基本面分析”“看财务质量”“分析盈利能力”“判断公司质量”或“评估长期盈利韧性”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Fundamental Review
+# 基本面分析
 
-Use this skill when the task requires judging business quality, balance-sheet strength, profitability, or long-term earnings durability.
+当用户希望从公司质量、资产负债表强度、盈利能力或长期盈利韧性出发判断标的时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Check profitability, growth, financial health, and efficiency before forming a conclusion.
+1. 在形成结论前，先检查盈利能力、成长性、财务健康度和经营效率。
-2. Separate durable business quality from short-term noise.
+2. 区分可持续的业务质量和短期噪音。
-3. State what would invalidate the thesis.
+3. 明确指出会推翻当前判断的条件。
-4. End with a clear signal, confidence, and the main drivers behind that signal.
+4. 最终给出清晰的信号、置信度和主要驱动因素。
 
-## Guardrails
+## 约束
 
-- Do not rely on one metric in isolation.
+- 不要孤立依赖单一指标。
-- Call out missing data explicitly.
+- 缺失数据要明确指出。
-- Prefer conservative conclusions when financial quality is mixed.
+- 当财务质量优劣混杂时，优先给出保守结论。

backend/skills/builtin/portfolio_decisioning/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: portfolio_decisioning
+name: 组合决策
-description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
+description: 当用户要求“组合决策”“给出最终仓位”“整合分析结论”“输出交易决策”或“形成组合操作方案”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Portfolio Decisioning
+# 组合决策
 
-Use this skill when you are responsible for converting team analysis into final trades.
+当用户需要把团队分析转化为最终交易决策时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Read analyst conclusions and risk warnings before acting.
+1. 行动前先阅读分析师结论和风险警示。
-2. Evaluate the current portfolio, cash, and margin constraints.
+2. 评估当前组合、现金和保证金约束。
-3. Record one explicit decision per ticker using the decision tool.
+3. 使用决策工具为每个 ticker 记录一个明确决策。
-4. Summarize the portfolio-level rationale after all decisions are recorded.
+4. 在全部决策记录完成后，总结组合层面的整体理由。
 
-## Guardrails
+## 约束
 
-- Position sizing must respect capital and margin limits.
+- 仓位大小必须遵守资金和保证金限制。
-- Prefer smaller size when analyst conviction and risk signals disagree.
+- 当分析师信心与风险信号不一致时，优先采用更小仓位。
-- Do not leave a ticker undecided when the task expects a full slate of decisions.
+- 当任务要求完整决策清单时，不要让任何 ticker 处于未决状态。

backend/skills/builtin/risk_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: risk_review
+name: 风险审查
-description: Assess portfolio and market risks before final position sizing and execution.
+description: 当用户要求“风险审查”“看组合风险”“检查集中度”“评估波动风险”或“确认仓位风险边界”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Risk Review
+# 风险审查
 
-Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
+当用户需要识别集中度、波动率、杠杆和情景风险时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Review the proposed exposure by ticker and theme.
+1. 按 ticker 和主题检查拟议敞口。
-2. Identify concentration, volatility, liquidity, and leverage concerns.
+2. 识别集中度、波动率、流动性和杠杆方面的风险点。
-3. Rank warnings by severity.
+3. 按严重程度排序风险警示。
-4. Translate risk findings into concrete limits or cautions for the portfolio manager.
+4. 将风险结论转化为给投资经理的具体限制或注意事项。
 
-## Guardrails
+## 约束
 
-- Focus on actionable risk controls.
+- 聚焦可执行的风险控制措施。
-- Quantify limits when the available data supports it.
+- 当数据支持时尽量量化限制。
-- Distinguish fatal blockers from manageable risks.
+- 明确区分致命阻断项和可管理风险。

backend/skills/builtin/sentiment_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: sentiment_review
+name: 情绪分析
-description: Analyze news flow, market psychology, and insider behavior for catalyst-driven signals.
+description: 当用户要求“情绪分析”“看新闻情绪”“分析市场心理”“判断事件驱动信号”或“检查内幕行为”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Sentiment Review
+# 情绪分析
 
-Use this skill when the task depends on recent catalysts, news tone, or behavioral market signals.
+当用户需要基于近期催化剂、新闻语气或行为层面的市场信号做判断时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Review recent news and identify the dominant narrative.
+1. 回顾近期新闻并识别主导叙事。
-2. Check insider activity for confirming or conflicting signals.
+2. 检查内幕活动，寻找确认或冲突信号。
-3. Separate durable sentiment shifts from transient noise.
+3. 区分可持续的情绪变化和短暂噪音。
-4. Explain how sentiment changes the near-term trade outlook.
+4. 说明情绪如何改变短期交易展望。
 
-## Guardrails
+## 约束
 
-- Do not confuse attention with conviction.
+- 不要把注意力误判为真实信念。
-- Highlight when sentiment is strong but unsupported by fundamentals.
+- 当情绪很强但缺乏基本面支持时，要明确指出。
-- Be explicit about catalyst timing risk.
+- 对催化剂时间窗口风险要说清楚。

backend/skills/builtin/technical_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: technical_review
+name: 技术分析
-description: Evaluate price action, momentum, and volatility to judge timing and market regime.
+description: 当用户要求“技术分析”“看走势”“判断入场时机”“分析动量”“评估波动率”或“判断市场状态”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Technical Review
+# 技术分析
 
-Use this skill when the task is sensitive to entry timing, trend quality, or short-term market structure.
+当用户需要从入场时机、趋势质量或短期市场结构出发判断标的时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Assess trend direction and strength.
+1. 评估趋势方向和强度。
-2. Check momentum and mean-reversion conditions.
+2. 检查动量与均值回归条件。
-3. Review volatility before making aggressive recommendations.
+3. 在给出激进建议前先审视波动率。
-4. Convert the setup into a trading view with explicit risk awareness.
+4. 将当前形态转化为带有明确风险意识的交易观点。
 
-## Guardrails
+## 约束
 
-- Distinguish trend continuation from overshoot.
+- 区分趋势延续和过度透支。
-- Avoid strong conviction when signals conflict.
+- 当信号冲突时避免给出高确定性判断。
-- Treat volatility as a sizing input, not only a directional input.
+- 将波动率视为仓位输入，而不仅仅是方向输入。

backend/skills/builtin/valuation_review/SKILL.md

@@ -1,21 +1,31 @@
 ---
-name: valuation_review
+name: 估值分析
-description: Estimate fair value and margin of safety using multiple valuation lenses.
+description: 当用户要求“估值分析”“看合理价值”“判断高估低估”“测算安全边际”或“比较多种估值方法”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Valuation Review
+# 估值分析
 
-Use this skill when the task requires determining whether a stock is cheap, expensive, or fairly priced.
+当用户需要判断一只股票是低估、高估还是定价合理时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Use more than one valuation method when possible.
+1. 条件允许时，使用不止一种估值方法。
-2. Compare intrinsic value estimates with current market pricing.
+2. 对比内在价值估计与当前市场价格。
-3. Explain the key assumptions behind the valuation view.
+3. 解释估值判断背后的关键假设。
-4. State the margin of safety and what could compress or expand it.
+4. 明确安全边际，以及哪些因素会压缩或扩大它。
 
-## Guardrails
+## 可复用资源
 
-- Treat valuation as a range, not a single precise number.
+- `scripts/dcf_report.py`
-- Call out assumption sensitivity.
+  用于贴现现金流估值的确定性计算和报告生成。
-- Avoid high-confidence calls when inputs are sparse or unstable.
+- `scripts/owner_earnings_report.py`
+  用于 owner earnings 估值的确定性计算和报告生成。
+- `scripts/multiple_valuation_report.py`
+  用于 EV/EBITDA 和 Residual Income 两类估值报告生成。
+
+## 约束
+
+- 将估值视为区间，而不是一个精确点值。
+- 明确说明假设敏感性。
+- 当输入稀疏或不稳定时，避免给出高置信度判断。

backend/skills/builtin/valuation_review/__init__.py

@@ -0,0 +1 @@
+# -*- coding: utf-8 -*-

backend/skills/builtin/valuation_review/scripts/__init__.py

@@ -0,0 +1 @@
+# -*- coding: utf-8 -*-

backend/skills/builtin/valuation_review/scripts/dcf_report.py

@@ -0,0 +1,71 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Deterministic DCF report helpers for the valuation_review skill."""
+
+from __future__ import annotations
+
+import json
+from typing import Iterable
+
+
+def build_dcf_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render a DCF valuation report from normalized row inputs."""
+    lines = [f"=== DCF Valuation Analysis ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        current_fcf = float(row["current_fcf"])
+        growth_rate = float(row["growth_rate"])
+        market_cap = float(row["market_cap"])
+        discount_rate = float(row.get("discount_rate", 0.10))
+        terminal_growth = float(row.get("terminal_growth", 0.03))
+        num_years = int(row.get("num_years", 5))
+
+        pv_fcf = sum(
+            current_fcf
+            * (1 + growth_rate) ** year
+            / (1 + discount_rate) ** year
+            for year in range(1, num_years + 1)
+        )
+        terminal_fcf = (
+            current_fcf
+            * (1 + growth_rate) ** num_years
+            * (1 + terminal_growth)
+        )
+        terminal_value = terminal_fcf / (discount_rate - terminal_growth)
+        pv_terminal = terminal_value / (1 + discount_rate) ** num_years
+        enterprise_value = pv_fcf + pv_terminal
+        value_gap = (enterprise_value - market_cap) / market_cap * 100
+
+        if value_gap > 20:
+            assessment = "SIGNIFICANTLY UNDERVALUED"
+        elif value_gap > 0:
+            assessment = "POTENTIALLY UNDERVALUED"
+        elif value_gap > -20:
+            assessment = "POTENTIALLY OVERVALUED"
+        else:
+            assessment = "SIGNIFICANTLY OVERVALUED"
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Current FCF: ${current_fcf:,.0f}")
+        lines.append(f"  DCF Enterprise Value: ${enterprise_value:,.0f}")
+        lines.append(f"  Market Cap: ${market_cap:,.0f}")
+        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def main() -> None:
+    """Read normalized rows from stdin and emit a text report."""
+    payload = json.load(__import__("sys").stdin)
+    print(build_dcf_report(payload["rows"], payload["current_date"]))
+
+
+if __name__ == "__main__":
+    main()

backend/skills/builtin/valuation_review/scripts/multiple_valuation_report.py

@@ -0,0 +1,115 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Deterministic multiple-based valuation helpers for the valuation_review skill."""
+
+from __future__ import annotations
+
+import json
+from typing import Iterable
+
+
+def build_ev_ebitda_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render an EV/EBITDA valuation report from normalized row inputs."""
+    lines = [f"=== EV/EBITDA Valuation ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        current_multiple = float(row["current_multiple"])
+        median_multiple = float(row["median_multiple"])
+        current_ebitda = float(row["current_ebitda"])
+        market_cap = float(row["market_cap"])
+        net_debt = float(row["net_debt"])
+
+        implied_ev = median_multiple * current_ebitda
+        implied_equity = max(implied_ev - net_debt, 0.0)
+        value_gap = (
+            (implied_equity - market_cap) / market_cap * 100
+            if market_cap > 0
+            else 0.0
+        )
+        multiple_discount = (
+            (median_multiple - current_multiple) / median_multiple * 100
+        )
+
+        if multiple_discount > 10:
+            assessment = "TRADING BELOW HISTORICAL MULTIPLE"
+        elif multiple_discount > -10:
+            assessment = "NEAR HISTORICAL AVERAGE"
+        else:
+            assessment = "TRADING ABOVE HISTORICAL MULTIPLE"
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Current EV/EBITDA: {current_multiple:.1f}x")
+        lines.append(f"  Historical Median: {median_multiple:.1f}x")
+        lines.append(f"  Multiple vs History: {multiple_discount:+.1f}%")
+        lines.append(f"  Implied Equity Value: ${implied_equity:,.0f}")
+        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def build_residual_income_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render a residual income valuation report from normalized row inputs."""
+    lines = [f"=== Residual Income Valuation ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        book_value = float(row["book_value"])
+        initial_ri = float(row["initial_ri"])
+        market_cap = float(row["market_cap"])
+        cost_of_equity = float(row.get("cost_of_equity", 0.10))
+        bv_growth = float(row.get("bv_growth", 0.03))
+        terminal_growth = float(row.get("terminal_growth", 0.03))
+        num_years = int(row.get("num_years", 5))
+        margin_of_safety = float(row.get("margin_of_safety", 0.20))
+
+        pv_ri = sum(
+            initial_ri * (1 + bv_growth) ** year / (1 + cost_of_equity) ** year
+            for year in range(1, num_years + 1)
+        )
+        terminal_ri = initial_ri * (1 + bv_growth) ** (num_years + 1)
+        terminal_value = terminal_ri / (cost_of_equity - terminal_growth)
+        pv_terminal = terminal_value / (1 + cost_of_equity) ** num_years
+        intrinsic_value = (book_value + pv_ri + pv_terminal) * (
+            1 - margin_of_safety
+        )
+        value_gap = (intrinsic_value - market_cap) / market_cap * 100
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Book Value: ${book_value:,.0f}")
+        lines.append(f"  Residual Income: ${initial_ri:,.0f}")
+        lines.append(
+            f"  Intrinsic Value (w/ 20% MoS): ${intrinsic_value:,.0f}",
+        )
+        lines.append(f"  Value Gap: {value_gap:+.1f}%")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def main() -> None:
+    """Read normalized rows from stdin and emit one selected text report."""
+    payload = json.load(__import__("sys").stdin)
+    mode = payload["mode"]
+    if mode == "ev_ebitda":
+        print(build_ev_ebitda_report(payload["rows"], payload["current_date"]))
+        return
+    if mode == "residual_income":
+        print(build_residual_income_report(payload["rows"], payload["current_date"]))
+        return
+    raise ValueError(f"Unsupported mode: {mode}")
+
+
+if __name__ == "__main__":
+    main()

backend/skills/builtin/valuation_review/scripts/owner_earnings_report.py

@@ -0,0 +1,76 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Deterministic owner earnings valuation helpers for the valuation_review skill."""
+
+from __future__ import annotations
+
+import json
+from typing import Iterable
+
+
+def build_owner_earnings_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render an owner earnings valuation report from normalized row inputs."""
+    lines = [f"=== Owner Earnings Valuation ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        owner_earnings = float(row["owner_earnings"])
+        growth_rate = float(row["growth_rate"])
+        market_cap = float(row["market_cap"])
+        required_return = float(row.get("required_return", 0.15))
+        margin_of_safety = float(row.get("margin_of_safety", 0.25))
+        num_years = int(row.get("num_years", 5))
+
+        pv_earnings = sum(
+            owner_earnings
+            * (1 + growth_rate) ** year
+            / (1 + required_return) ** year
+            for year in range(1, num_years + 1)
+        )
+        terminal_growth = min(growth_rate, 0.03)
+        terminal_earnings = (
+            owner_earnings
+            * (1 + growth_rate) ** num_years
+            * (1 + terminal_growth)
+        )
+        terminal_value = terminal_earnings / (
+            required_return - terminal_growth
+        )
+        pv_terminal = terminal_value / (1 + required_return) ** num_years
+        intrinsic_value = (pv_earnings + pv_terminal) * (1 - margin_of_safety)
+        value_gap = (intrinsic_value - market_cap) / market_cap * 100
+
+        if value_gap > 20:
+            assessment = "SIGNIFICANTLY UNDERVALUED"
+        elif value_gap > 0:
+            assessment = "POTENTIALLY UNDERVALUED"
+        elif value_gap > -20:
+            assessment = "POTENTIALLY OVERVALUED"
+        else:
+            assessment = "SIGNIFICANTLY OVERVALUED"
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Owner Earnings: ${owner_earnings:,.0f}")
+        lines.append(
+            f"  Intrinsic Value (w/ 25% MoS): ${intrinsic_value:,.0f}",
+        )
+        lines.append(f"  Market Cap: ${market_cap:,.0f}")
+        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def main() -> None:
+    """Read normalized rows from stdin and emit a text report."""
+    payload = json.load(__import__("sys").stdin)
+    print(build_owner_earnings_report(payload["rows"], payload["current_date"]))
+
+
+if __name__ == "__main__":
+    main()

backend/skills/customized/portfolio_decisioning/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 组合决策
+description: 整合分析师观点与风险反馈，形成明确的组合层决策。
+---
+
+# 组合决策
+
+当你负责把团队分析转化为最终交易决策时，使用这个技能。
+
+## 工作流程
+
+1. 行动前先阅读分析师结论和风险警示。
+2. 评估当前组合、现金和保证金约束。
+3. 使用决策工具为每个 ticker 记录一个明确决策。
+4. 在全部决策记录完成后，总结组合层面的整体理由。
+
+## 约束
+
+- 仓位大小必须遵守资金和保证金限制。
+- 当分析师信心与风险信号不一致时，优先采用更小仓位。
+- 当任务要求完整决策清单时，不要让任何 ticker 处于未决状态。

backend/skills/customized/risk_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 风险审查
+description: 在最终仓位和执行前，评估组合与市场风险。
+---
+
+# 风险审查
+
+当你需要识别集中度、波动率、杠杆和情景风险时，使用这个技能。
+
+## 工作流程
+
+1. 按 ticker 和主题检查拟议敞口。
+2. 识别集中度、波动率、流动性和杠杆方面的风险点。
+3. 按严重程度排序风险警示。
+4. 将风险结论转化为给投资经理的具体限制或注意事项。
+
+## 约束
+
+- 聚焦可执行的风险控制措施。
+- 当数据支持时尽量量化限制。
+- 明确区分致命阻断项和可管理风险。

backend/skills/customized/sentiment_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 情绪分析
+description: 分析新闻流、市场心理和内幕行为，识别事件驱动型信号。
+---
+
+# 情绪分析
+
+当任务依赖近期催化剂、新闻语气或行为层面的市场信号时，使用这个技能。
+
+## 工作流程
+
+1. 回顾近期新闻并识别主导叙事。
+2. 检查内幕活动，寻找确认或冲突信号。
+3. 区分可持续的情绪变化和短暂噪音。
+4. 说明情绪如何改变短期交易展望。
+
+## 约束
+
+- 不要把注意力误判为真实信念。
+- 当情绪很强但缺乏基本面支持时，要明确指出。
+- 对催化剂时间窗口风险要说清楚。

backend/skills/customized/technical_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 技术分析
+description: 评估价格行为、动量和波动率，用于判断时机和市场状态。
+---
+
+# 技术分析
+
+当任务对入场时机、趋势质量或短期市场结构敏感时，使用这个技能。
+
+## 工作流程
+
+1. 评估趋势方向和强度。
+2. 检查动量与均值回归条件。
+3. 在给出激进建议前先审视波动率。
+4. 将当前形态转化为带有明确风险意识的交易观点。
+
+## 约束
+
+- 区分趋势延续和过度透支。
+- 当信号冲突时避免给出高确定性判断。
+- 将波动率视为仓位输入，而不仅仅是方向输入。

backend/skills/customized/valuation_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 估值分析
+description: 使用多种估值视角评估合理价值和安全边际。
+---
+
+# 估值分析
+
+当任务需要判断一只股票是低估、高估还是定价合理时，使用这个技能。
+
+## 工作流程
+
+1. 条件允许时，使用不止一种估值方法。
+2. 对比内在价值估计与当前市场价格。
+3. 解释估值判断背后的关键假设。
+4. 明确安全边际，以及哪些因素会压缩或扩大它。
+
+## 约束
+
+- 将估值视为区间，而不是一个精确点值。
+- 明确说明假设敏感性。
+- 当输入稀疏或不稳定时，避免给出高置信度判断。

backend/tests/test_agent_workspace.py

@@ -0,0 +1,191 @@
+# -*- coding: utf-8 -*-
+
+from backend.agents.prompt_factory import build_agent_system_prompt
+from backend.agents.skills_manager import SkillsManager
+from backend.agents.workspace_manager import WorkspaceManager
+
+
+class _DummyToolkit:
+    def get_agent_skill_prompt(self):
+        return ""
+
+    def get_activated_notes(self):
+        return ""
+
+
+def test_workspace_manager_creates_extended_agent_files(tmp_path):
+    manager = WorkspaceManager(project_root=tmp_path)
+
+    manager.initialize_default_assets(
+        config_name="demo",
+        agent_ids=["risk_manager"],
+        analyst_personas={},
+    )
+
+    asset_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    assert (asset_dir / "SOUL.md").exists()
+    assert (asset_dir / "PROFILE.md").exists()
+    assert (asset_dir / "AGENTS.md").exists()
+    assert (asset_dir / "MEMORY.md").exists()
+    assert (asset_dir / "HEARTBEAT.md").exists()
+    assert (asset_dir / "agent.yaml").exists()
+    assert (asset_dir / "skills" / "installed").is_dir()
+    assert (asset_dir / "skills" / "active").is_dir()
+    assert (asset_dir / "skills" / "disabled").is_dir()
+    assert (asset_dir / "skills" / "local").is_dir()
+
+
+def test_agent_workspace_config_controls_prompt_files(tmp_path, monkeypatch):
+    manager = WorkspaceManager(project_root=tmp_path)
+    manager.initialize_default_assets(
+        config_name="demo",
+        agent_ids=["risk_manager"],
+        analyst_personas={},
+    )
+    asset_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    (asset_dir / "SOUL.md").write_text("soul-line", encoding="utf-8")
+    (asset_dir / "PROFILE.md").write_text("profile-line", encoding="utf-8")
+    (asset_dir / "MEMORY.md").write_text("memory-line", encoding="utf-8")
+    (asset_dir / "agent.yaml").write_text(
+        "prompt_files:\n"
+        "  - SOUL.md\n"
+        "  - MEMORY.md\n",
+        encoding="utf-8",
+    )
+
+    from backend.agents import prompt_factory
+
+    monkeypatch.setattr(
+        prompt_factory,
+        "SkillsManager",
+        lambda: SkillsManager(project_root=tmp_path),
+    )
+
+    prompt = build_agent_system_prompt(
+        agent_id="risk_manager",
+        config_name="demo",
+        toolkit=_DummyToolkit(),
+    )
+
+    assert "soul-line" in prompt
+    assert "memory-line" in prompt
+    assert "profile-line" not in prompt
+
+
+def test_skills_manager_applies_agent_level_skill_toggles(tmp_path):
+    builtin_root = tmp_path / "backend" / "skills" / "builtin"
+    for skill_name in ("risk_review", "extra_guard"):
+        skill_dir = builtin_root / skill_name
+        skill_dir.mkdir(parents=True, exist_ok=True)
+        (skill_dir / "SKILL.md").write_text(
+            f"# {skill_name}\n",
+            encoding="utf-8",
+        )
+
+    manager = WorkspaceManager(project_root=tmp_path)
+    manager.initialize_default_assets(
+        config_name="demo",
+        agent_ids=["risk_manager"],
+        analyst_personas={},
+    )
+    asset_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    (asset_dir / "agent.yaml").write_text(
+        "enabled_skills:\n"
+        "  - extra_guard\n"
+        "disabled_skills:\n"
+        "  - risk_review\n",
+        encoding="utf-8",
+    )
+
+    skills_manager = SkillsManager(project_root=tmp_path)
+    active_map = skills_manager.prepare_active_skills(
+        config_name="demo",
+        agent_defaults={"risk_manager": ["risk_review"]},
+    )
+
+    active_dirs = active_map["risk_manager"]
+    assert [path.name for path in active_dirs] == ["extra_guard"]
+    assert (asset_dir / "skills" / "installed" / "extra_guard" / "SKILL.md").exists()
+    assert (asset_dir / "skills" / "active" / "extra_guard" / "SKILL.md").exists()
+    assert (asset_dir / "skills" / "disabled" / "risk_review" / "SKILL.md").exists()
+    assert not (asset_dir / "skills" / "active" / "risk_review").exists()
+
+
+def test_agent_local_skill_is_activated_from_agent_workspace(tmp_path):
+    manager = WorkspaceManager(project_root=tmp_path)
+    manager.initialize_default_assets(
+        config_name="demo",
+        agent_ids=["risk_manager"],
+        analyst_personas={},
+    )
+    asset_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    local_skill = asset_dir / "skills" / "local" / "local_guard"
+    local_skill.mkdir(parents=True, exist_ok=True)
+    (local_skill / "SKILL.md").write_text(
+        "---\nname: 本地风控\ndescription: local skill\nversion: 1.0.0\n---\n",
+        encoding="utf-8",
+    )
+
+    skills_manager = SkillsManager(project_root=tmp_path)
+    active_map = skills_manager.prepare_active_skills(
+        config_name="demo",
+        agent_defaults={"risk_manager": []},
+    )
+
+    assert [path.name for path in active_map["risk_manager"]] == ["local_guard"]
+    assert (asset_dir / "skills" / "active" / "local_guard" / "SKILL.md").exists()
+
+
+def test_prompt_includes_active_skill_metadata_summary(tmp_path, monkeypatch):
+    builtin_root = tmp_path / "backend" / "skills" / "builtin"
+    skill_dir = builtin_root / "extra_guard"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\n"
+        "name: extra_guard\n"
+        "description: This skill should be used when the user asks to \"run a risk check\".\n"
+        "version: 1.0.0\n"
+        "tools:\n"
+        "  - risk_ops\n"
+        "---\n\n"
+        "# Extra Guard\n",
+        encoding="utf-8",
+    )
+
+    manager = WorkspaceManager(project_root=tmp_path)
+    manager.initialize_default_assets(
+        config_name="demo",
+        agent_ids=["risk_manager"],
+        analyst_personas={},
+    )
+    asset_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    (asset_dir / "agent.yaml").write_text(
+        "enabled_skills:\n"
+        "  - extra_guard\n",
+        encoding="utf-8",
+    )
+
+    skills_manager = SkillsManager(project_root=tmp_path)
+    skills_manager.prepare_active_skills(
+        config_name="demo",
+        agent_defaults={"risk_manager": []},
+    )
+
+    from backend.agents import prompt_factory
+
+    monkeypatch.setattr(
+        prompt_factory,
+        "SkillsManager",
+        lambda: SkillsManager(project_root=tmp_path),
+    )
+
+    prompt = build_agent_system_prompt(
+        agent_id="risk_manager",
+        config_name="demo",
+        toolkit=_DummyToolkit(),
+    )
+
+    assert "Active Skill Catalog" in prompt
+    assert "This skill should be used when the user asks to \"run a risk check\"." in prompt
+    assert "version: 1.0.0" in prompt
+    assert "risk_ops" not in prompt

backend/tests/test_gateway_explain_handlers.py

@@ -382,3 +382,341 @@ async def test_refresh_market_store_for_watchlist_emits_system_messages(monkeypa
     assert gateway.state_sync.system_messages[0] == "正在同步自选股市场数据: AAPL, MSFT"
     assert "自选股市场数据已同步:" in gateway.state_sync.system_messages[1]
     assert "AAPL prices=3 news=4" in gateway.state_sync.system_messages[1]
+
+
+@pytest.mark.asyncio
+async def test_handle_get_agent_skills_returns_statuses(tmp_path):
+    builtin_root = tmp_path / "backend" / "skills" / "builtin"
+    for name in ("risk_review", "extra_guard"):
+        skill_dir = builtin_root / name
+        skill_dir.mkdir(parents=True, exist_ok=True)
+        (skill_dir / "SKILL.md").write_text(
+            f"---\nname: {name}\ndescription: {name} desc\n---\n",
+            encoding="utf-8",
+        )
+
+    agent_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    agent_dir.mkdir(parents=True, exist_ok=True)
+    (agent_dir / "agent.yaml").write_text(
+        "enabled_skills:\n"
+        "  - extra_guard\n"
+        "disabled_skills:\n"
+        "  - risk_review\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    await gateway._handle_get_agent_skills(
+        websocket,
+        {"agent_id": "risk_manager"},
+    )
+
+    assert websocket.messages[-1]["type"] == "agent_skills_loaded"
+    statuses = {
+        row["skill_name"]: row["status"]
+        for row in websocket.messages[-1]["skills"]
+    }
+    assert statuses["extra_guard"] == "enabled"
+    assert statuses["risk_review"] == "disabled"
+
+
+@pytest.mark.asyncio
+async def test_handle_get_agent_profile_returns_model_and_tool_groups(monkeypatch, tmp_path):
+    agent_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
+    agent_dir.mkdir(parents=True, exist_ok=True)
+    (agent_dir / "agent.yaml").write_text(
+        "prompt_files:\n"
+        "  - SOUL.md\n"
+        "  - MEMORY.md\n"
+        "active_tool_groups:\n"
+        "  - risk_ops\n"
+        "disabled_tool_groups:\n"
+        "  - legacy_group\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    monkeypatch.setattr(
+        gateway_module,
+        "load_agent_profiles",
+        lambda: {"risk_manager": {"skills": ["risk_review"], "active_tool_groups": ["risk_ops", "legacy_group"]}},
+    )
+    monkeypatch.setattr(
+        gateway_module,
+        "get_agent_model_info",
+        lambda agent_id: ("gpt-4o-mini", "OPENAI"),
+    )
+
+    class _Bootstrap:
+        @staticmethod
+        def agent_override(_agent_id):
+            return {}
+
+    monkeypatch.setattr(
+        gateway_module,
+        "get_bootstrap_config_for_run",
+        lambda project_root, config_name: _Bootstrap(),
+    )
+
+    await gateway._handle_get_agent_profile(
+        websocket,
+        {"agent_id": "risk_manager"},
+    )
+
+    assert websocket.messages[-1]["type"] == "agent_profile_loaded"
+    profile = websocket.messages[-1]["profile"]
+    assert profile["model_name"] == "gpt-4o-mini"
+    assert profile["model_provider"] == "OPENAI"
+    assert profile["prompt_files"] == ["SOUL.md", "MEMORY.md"]
+    assert profile["active_tool_groups"] == ["risk_ops"]
+    assert profile["disabled_tool_groups"] == ["legacy_group"]
+
+
+@pytest.mark.asyncio
+async def test_handle_get_skill_detail_returns_markdown_body(tmp_path):
+    skill_dir = tmp_path / "backend" / "skills" / "builtin" / "risk_review"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\nname: 风险审查\ndescription: 说明\nversion: 1.0.0\n---\n# 风险审查\n\n完整正文\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    await gateway._handle_get_skill_detail(
+        websocket,
+        {"skill_name": "risk_review"},
+    )
+
+    assert websocket.messages[-1]["type"] == "skill_detail_loaded"
+    assert websocket.messages[-1]["skill"]["name"] == "风险审查"
+    assert websocket.messages[-1]["skill"]["version"] == "1.0.0"
+    assert websocket.messages[-1]["skill"]["content"] == "# 风险审查\n\n完整正文"
+
+
+@pytest.mark.asyncio
+async def test_handle_get_skill_detail_prefers_agent_local_skill(tmp_path):
+    skill_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "skills" / "local" / "local_guard"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\nname: 本地风控\ndescription: 本地说明\nversion: 1.0.0\n---\n# 本地风控\n\n本地正文\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    await gateway._handle_get_skill_detail(
+        websocket,
+        {"agent_id": "risk_manager", "skill_name": "local_guard"},
+    )
+
+    assert websocket.messages[-1]["type"] == "skill_detail_loaded"
+    assert websocket.messages[-1]["agent_id"] == "risk_manager"
+    assert websocket.messages[-1]["skill"]["source"] == "local"
+    assert websocket.messages[-1]["skill"]["content"] == "# 本地风控\n\n本地正文"
+
+
+@pytest.mark.asyncio
+async def test_handle_update_agent_skill_persists_and_returns_refresh(monkeypatch, tmp_path):
+    skill_dir = tmp_path / "backend" / "skills" / "builtin" / "extra_guard"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\nname: extra_guard\ndescription: desc\n---\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    async def _noop_reload():
+        return None
+
+    monkeypatch.setattr(gateway, "_handle_reload_runtime_assets", _noop_reload)
+
+    await gateway._handle_update_agent_skill(
+        websocket,
+        {
+            "agent_id": "risk_manager",
+            "skill_name": "extra_guard",
+            "enabled": True,
+        },
+    )
+
+    assert websocket.messages[0]["type"] == "agent_skill_updated"
+    assert websocket.messages[-1]["type"] == "agent_skills_loaded"
+    agent_yaml = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "agent.yaml"
+    assert "extra_guard" in agent_yaml.read_text(encoding="utf-8")
+
+
+@pytest.mark.asyncio
+async def test_handle_create_and_update_agent_local_skill(monkeypatch, tmp_path):
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    async def _noop_reload():
+        return None
+
+    monkeypatch.setattr(gateway, "_handle_reload_runtime_assets", _noop_reload)
+
+    await gateway._handle_create_agent_local_skill(
+        websocket,
+        {"agent_id": "risk_manager", "skill_name": "local_guard"},
+    )
+
+    assert websocket.messages[0]["type"] == "agent_local_skill_created"
+    assert websocket.messages[1]["type"] == "agent_skills_loaded"
+    assert websocket.messages[2]["type"] == "skill_detail_loaded"
+    target = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "skills" / "local" / "local_guard" / "SKILL.md"
+    assert target.exists()
+
+    websocket.messages.clear()
+    await gateway._handle_update_agent_local_skill(
+        websocket,
+        {
+            "agent_id": "risk_manager",
+            "skill_name": "local_guard",
+            "content": "---\nname: 本地风控\ndescription: 更新后\nversion: 1.0.0\n---\n# 本地风控\n\n更新正文\n",
+        },
+    )
+
+    assert websocket.messages[0]["type"] == "agent_local_skill_updated"
+    assert websocket.messages[1]["type"] == "skill_detail_loaded"
+    assert "更新正文" in target.read_text(encoding="utf-8")
+
+
+@pytest.mark.asyncio
+async def test_handle_delete_agent_local_skill(monkeypatch, tmp_path):
+    skill_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "skills" / "local" / "local_guard"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\nname: 本地风控\ndescription: desc\nversion: 1.0.0\n---\n",
+        encoding="utf-8",
+    )
+    agent_yaml = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "agent.yaml"
+    agent_yaml.parent.mkdir(parents=True, exist_ok=True)
+    agent_yaml.write_text(
+        "enabled_skills:\n"
+        "  - local_guard\n"
+        "disabled_skills:\n"
+        "  - local_guard\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    async def _noop_reload():
+        return None
+
+    monkeypatch.setattr(gateway, "_handle_reload_runtime_assets", _noop_reload)
+
+    await gateway._handle_delete_agent_local_skill(
+        websocket,
+        {"agent_id": "risk_manager", "skill_name": "local_guard"},
+    )
+
+    assert websocket.messages[0]["type"] == "agent_local_skill_deleted"
+    assert websocket.messages[1]["type"] == "agent_skills_loaded"
+    assert not skill_dir.exists()
+    assert "local_guard" not in agent_yaml.read_text(encoding="utf-8")
+
+
+@pytest.mark.asyncio
+async def test_handle_remove_agent_skill_marks_disabled(monkeypatch, tmp_path):
+    skill_dir = tmp_path / "backend" / "skills" / "builtin" / "risk_review"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\nname: 风险审查\ndescription: desc\nversion: 1.0.0\n---\n",
+        encoding="utf-8",
+    )
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    async def _noop_reload():
+        return None
+
+    monkeypatch.setattr(gateway, "_handle_reload_runtime_assets", _noop_reload)
+
+    await gateway._handle_remove_agent_skill(
+        websocket,
+        {"agent_id": "risk_manager", "skill_name": "risk_review"},
+    )
+
+    assert websocket.messages[0]["type"] == "agent_skill_removed"
+    assert websocket.messages[1]["type"] == "agent_skills_loaded"
+    agent_yaml = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "agent.yaml"
+    assert "risk_review" in agent_yaml.read_text(encoding="utf-8")
+
+
+@pytest.mark.asyncio
+async def test_handle_get_agent_workspace_file_returns_content(tmp_path):
+    file_path = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "SOUL.md"
+    file_path.parent.mkdir(parents=True, exist_ok=True)
+    file_path.write_text("soul content", encoding="utf-8")
+
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    await gateway._handle_get_agent_workspace_file(
+        websocket,
+        {"agent_id": "risk_manager", "filename": "SOUL.md"},
+    )
+
+    assert websocket.messages[-1] == {
+        "type": "agent_workspace_file_loaded",
+        "config_name": "demo",
+        "agent_id": "risk_manager",
+        "filename": "SOUL.md",
+        "content": "soul content",
+    }
+
+
+@pytest.mark.asyncio
+async def test_handle_update_agent_workspace_file_persists_and_returns_refresh(monkeypatch, tmp_path):
+    gateway = make_gateway()
+    gateway.config["config_name"] = "demo"
+    gateway._project_root = tmp_path
+    websocket = DummyWebSocket()
+
+    async def _noop_reload():
+        return None
+
+    monkeypatch.setattr(gateway, "_handle_reload_runtime_assets", _noop_reload)
+
+    await gateway._handle_update_agent_workspace_file(
+        websocket,
+        {
+            "agent_id": "risk_manager",
+            "filename": "SOUL.md",
+            "content": "updated soul",
+        },
+    )
+
+    assert websocket.messages[0]["type"] == "agent_workspace_file_updated"
+    assert websocket.messages[-1]["type"] == "agent_workspace_file_loaded"
+    target = tmp_path / "runs" / "demo" / "agents" / "risk_manager" / "SOUL.md"
+    assert target.read_text(encoding="utf-8") == "updated soul"

backend/tests/test_skills_cli.py

@@ -0,0 +1,72 @@
+# -*- coding: utf-8 -*-
+from backend import cli
+from backend.agents.skill_metadata import parse_skill_metadata
+from backend.agents.skills_manager import SkillsManager
+
+
+def test_parse_skill_metadata_extended_frontmatter(tmp_path):
+    skill_dir = tmp_path / "demo_skill"
+    skill_dir.mkdir(parents=True, exist_ok=True)
+    (skill_dir / "SKILL.md").write_text(
+        "---\n"
+        "name: demo_skill\n"
+        "description: Demo description\n"
+        "tools:\n"
+        "  - technical\n"
+        "---\n\n"
+        "# Demo Skill\n",
+        encoding="utf-8",
+    )
+
+    parsed = parse_skill_metadata(skill_dir, source="builtin")
+
+    assert parsed.skill_name == "demo_skill"
+    assert parsed.description == "Demo description"
+    assert parsed.tools == ["technical"]
+
+
+def test_update_agent_skill_overrides(tmp_path):
+    manager = SkillsManager(project_root=tmp_path)
+    asset_dir = manager.get_agent_asset_dir("demo", "risk_manager")
+    asset_dir.mkdir(parents=True, exist_ok=True)
+    (asset_dir / "agent.yaml").write_text(
+        "enabled_skills:\n"
+        "  - risk_review\n"
+        "disabled_skills:\n"
+        "  - old_skill\n",
+        encoding="utf-8",
+    )
+
+    result = manager.update_agent_skill_overrides(
+        config_name="demo",
+        agent_id="risk_manager",
+        enable=["extra_guard"],
+        disable=["risk_review"],
+    )
+
+    assert result["enabled_skills"] == ["extra_guard"]
+    assert result["disabled_skills"] == ["old_skill", "risk_review"]
+
+
+def test_skills_enable_disable_and_list(monkeypatch, tmp_path):
+    builtin_root = tmp_path / "backend" / "skills" / "builtin"
+    for name in ("risk_review", "extra_guard"):
+        skill_dir = builtin_root / name
+        skill_dir.mkdir(parents=True, exist_ok=True)
+        (skill_dir / "SKILL.md").write_text(
+            f"---\nname: {name}\ndescription: {name} desc\n---\n",
+            encoding="utf-8",
+        )
+
+    printed = []
+    monkeypatch.setattr(cli, "get_project_root", lambda: tmp_path)
+    monkeypatch.setattr(cli.console, "print", lambda value: printed.append(value))
+
+    cli.skills_enable(agent_id="risk_manager", skill="extra_guard", config_name="demo")
+    cli.skills_disable(agent_id="risk_manager", skill="risk_review", config_name="demo")
+    cli.skills_list(config_name="demo", agent_id="risk_manager")
+
+    text_dump = "\n".join(str(item) for item in printed)
+    assert "Enabled" in text_dump
+    assert "Disabled" in text_dump
+    assert any(getattr(item, "title", None) == "Skill Catalog" for item in printed)

backend/tests/test_valuation_scripts.py

@@ -0,0 +1,106 @@
+# -*- coding: utf-8 -*-
+
+from backend.agents.skills_manager import SkillsManager
+from backend.skills.builtin.valuation_review.scripts.dcf_report import (
+    build_dcf_report,
+)
+from backend.skills.builtin.valuation_review.scripts.multiple_valuation_report import (
+    build_ev_ebitda_report,
+    build_residual_income_report,
+)
+from backend.skills.builtin.valuation_review.scripts.owner_earnings_report import (
+    build_owner_earnings_report,
+)
+
+
+def test_build_dcf_report_renders_assessment():
+    report = build_dcf_report(
+        [
+            {
+                "ticker": "AAPL",
+                "current_fcf": 100.0,
+                "growth_rate": 0.05,
+                "market_cap": 900.0,
+                "discount_rate": 0.10,
+                "terminal_growth": 0.03,
+                "num_years": 5,
+            },
+        ],
+        "2026-03-17",
+    )
+
+    assert "DCF Valuation Analysis (2026-03-17)" in report
+    assert "AAPL:" in report
+    assert "Market Cap: $900" in report
+    assert "Value Gap:" in report
+
+
+def test_build_owner_earnings_report_handles_errors():
+    report = build_owner_earnings_report(
+        [
+            {
+                "ticker": "MSFT",
+                "error": "Negative owner earnings ($-50)",
+            },
+        ],
+        "2026-03-17",
+    )
+
+    assert "MSFT: Negative owner earnings ($-50)" in report
+
+
+def test_multiple_valuation_reports_render_expected_sections():
+    ev_report = build_ev_ebitda_report(
+        [
+            {
+                "ticker": "NVDA",
+                "current_multiple": 18.0,
+                "median_multiple": 20.0,
+                "current_ebitda": 50.0,
+                "market_cap": 800.0,
+                "net_debt": 100.0,
+            },
+        ],
+        "2026-03-17",
+    )
+    residual_report = build_residual_income_report(
+        [
+            {
+                "ticker": "META",
+                "book_value": 200.0,
+                "initial_ri": 30.0,
+                "market_cap": 300.0,
+                "cost_of_equity": 0.10,
+                "bv_growth": 0.03,
+                "terminal_growth": 0.03,
+                "num_years": 5,
+                "margin_of_safety": 0.20,
+            },
+        ],
+        "2026-03-17",
+    )
+
+    assert "EV/EBITDA Valuation (2026-03-17)" in ev_report
+    assert "NVDA:" in ev_report
+    assert "Residual Income Valuation (2026-03-17)" in residual_report
+    assert "META:" in residual_report
+
+
+def test_prepare_active_skills_copies_skill_scripts(tmp_path):
+    builtin_skill = tmp_path / "backend" / "skills" / "builtin" / "valuation_review"
+    scripts_dir = builtin_skill / "scripts"
+    scripts_dir.mkdir(parents=True, exist_ok=True)
+    (builtin_skill / "SKILL.md").write_text(
+        "---\nname: 估值分析\ndescription: desc\nversion: 1.0.0\n---\n",
+        encoding="utf-8",
+    )
+    (scripts_dir / "dcf_report.py").write_text("print('ok')\n", encoding="utf-8")
+
+    manager = SkillsManager(project_root=tmp_path)
+    active_map = manager.prepare_active_skills(
+        config_name="demo",
+        agent_defaults={"valuation_analyst": ["valuation_review"]},
+    )
+
+    active_dir = active_map["valuation_analyst"][0]
+    assert (active_dir / "scripts" / "dcf_report.py").exists()

backend/tools/analysis_tools.py

@@ -22,6 +22,16 @@ from agentscope.message import TextBlock
 from agentscope.tool import ToolResponse
 
 from backend.data.provider_utils import normalize_symbol
+from backend.skills.builtin.valuation_review.scripts.dcf_report import (
+    build_dcf_report,
+)
+from backend.skills.builtin.valuation_review.scripts.multiple_valuation_report import (
+    build_ev_ebitda_report,
+    build_residual_income_report,
+)
+from backend.skills.builtin.valuation_review.scripts.owner_earnings_report import (
+    build_owner_earnings_report,
+)
 from backend.tools.data_tools import (
     get_company_news,
     get_financial_metrics,
@@ -814,7 +824,7 @@ def dcf_valuation_analysis(
 
     current_date = _resolved_date(current_date)
     tickers = _parse_tickers(tickers)
-    lines = [f"=== DCF Valuation Analysis ({current_date}) ===\n"]
+    rows = []
 
     for ticker in tickers:
         metrics = get_financial_metrics(
@@ -823,7 +833,7 @@ def dcf_valuation_analysis(
             limit=8,
         )
         if not metrics:
-            lines.append(f"{ticker}: No financial metrics\n")
+            rows.append({"ticker": ticker, "error": "No financial metrics"})
             continue
 
         line_items = search_line_items(
@@ -838,56 +848,28 @@ def dcf_valuation_analysis(
             or not line_items[0].free_cash_flow
             or line_items[0].free_cash_flow <= 0
         ):
-            lines.append(f"{ticker}: Invalid free cash flow data\n")
+            rows.append({"ticker": ticker, "error": "Invalid free cash flow data"})
             continue
 
         market_cap = get_market_cap(ticker, current_date)
         if not market_cap:
-            lines.append(f"{ticker}: Market cap unavailable\n")
+            rows.append({"ticker": ticker, "error": "Market cap unavailable"})
             continue
 
         m = metrics[0]
-        current_fcf = line_items[0].free_cash_flow
+        rows.append(
-        growth_rate = m.earnings_growth or 0.05
+            {
-        discount_rate = 0.10
+                "ticker": ticker,
-        terminal_growth = 0.03
+                "current_fcf": line_items[0].free_cash_flow,
-        num_years = 5
+                "growth_rate": m.earnings_growth or 0.05,
-
+                "market_cap": market_cap,
-        # DCF calculation
+                "discount_rate": 0.10,
-        pv_fcf = sum(
+                "terminal_growth": 0.03,
-            current_fcf
+                "num_years": 5,
-            * (1 + growth_rate) ** year
+            },
-            / (1 + discount_rate) ** year
-            for year in range(1, num_years + 1)
         )
-        terminal_fcf = (
-            current_fcf
-            * (1 + growth_rate) ** num_years
-            * (1 + terminal_growth)
-        )
-        terminal_value = terminal_fcf / (discount_rate - terminal_growth)
-        pv_terminal = terminal_value / (1 + discount_rate) ** num_years
-        enterprise_value = pv_fcf + pv_terminal
-        value_gap = (enterprise_value - market_cap) / market_cap * 100
 
-        # Assessment
+    return _to_text_response(build_dcf_report(rows, current_date))
-        if value_gap > 20:
-            assessment = "SIGNIFICANTLY UNDERVALUED"
-        elif value_gap > 0:
-            assessment = "POTENTIALLY UNDERVALUED"
-        elif value_gap > -20:
-            assessment = "POTENTIALLY OVERVALUED"
-        else:
-            assessment = "SIGNIFICANTLY OVERVALUED"
-
-        lines.append(f"{ticker}:")
-        lines.append(f"  Current FCF: ${current_fcf:,.0f}")
-        lines.append(f"  DCF Enterprise Value: ${enterprise_value:,.0f}")
-        lines.append(f"  Market Cap: ${market_cap:,.0f}")
-        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
-        lines.append("")
-
-    return _to_text_response("\n".join(lines))
 
 
 @safe
@@ -911,7 +893,7 @@ def owner_earnings_valuation_analysis(
 
     current_date = _resolved_date(current_date)
     tickers = _parse_tickers(tickers)
-    lines = [f"=== Owner Earnings Valuation ({current_date}) ===\n"]
+    rows = []
 
     for ticker in tickers:
         metrics = get_financial_metrics(
@@ -920,7 +902,7 @@ def owner_earnings_valuation_analysis(
             limit=8,
         )
         if not metrics:
-            lines.append(f"{ticker}: No financial metrics\n")
+            rows.append({"ticker": ticker, "error": "No financial metrics"})
             continue
 
         line_items = search_line_items(
@@ -936,12 +918,12 @@ def owner_earnings_valuation_analysis(
             limit=2,
         )
         if len(line_items) < 2:
-            lines.append(f"{ticker}: Insufficient financial data\n")
+            rows.append({"ticker": ticker, "error": "Insufficient financial data"})
             continue
 
         market_cap = get_market_cap(ticker, current_date)
         if not market_cap:
-            lines.append(f"{ticker}: Market cap unavailable\n")
+            rows.append({"ticker": ticker, "error": "Market cap unavailable"})
             continue
 
         m = metrics[0]
@@ -956,57 +938,27 @@ def owner_earnings_valuation_analysis(
 
         owner_earnings = net_income + depreciation - capex - wc_change
         if owner_earnings <= 0:
-            lines.append(
+            rows.append(
-                f"{ticker}: Negative owner earnings (${owner_earnings:,.0f})\n",
+                {
+                    "ticker": ticker,
+                    "error": f"Negative owner earnings (${owner_earnings:,.0f})",
+                },
             )
             continue
 
-        # Valuation
+        rows.append(
-        growth_rate = m.earnings_growth or 0.05
+            {
-        required_return = 0.15
+                "ticker": ticker,
-        margin_of_safety = 0.25
+                "owner_earnings": owner_earnings,
-        num_years = 5
+                "growth_rate": m.earnings_growth or 0.05,
-
+                "market_cap": market_cap,
-        pv_earnings = sum(
+                "required_return": 0.15,
-            owner_earnings
+                "margin_of_safety": 0.25,
-            * (1 + growth_rate) ** year
+                "num_years": 5,
-            / (1 + required_return) ** year
+            },
-            for year in range(1, num_years + 1)
         )
-        terminal_growth = min(growth_rate, 0.03)
-        terminal_earnings = (
-            owner_earnings
-            * (1 + growth_rate) ** num_years
-            * (1 + terminal_growth)
-        )
-        terminal_value = terminal_earnings / (
-            required_return - terminal_growth
-        )
-        pv_terminal = terminal_value / (1 + required_return) ** num_years
 
-        intrinsic_value = (pv_earnings + pv_terminal) * (1 - margin_of_safety)
+    return _to_text_response(build_owner_earnings_report(rows, current_date))
-        value_gap = (intrinsic_value - market_cap) / market_cap * 100
-
-        # Assessment
-        if value_gap > 20:
-            assessment = "SIGNIFICANTLY UNDERVALUED"
-        elif value_gap > 0:
-            assessment = "POTENTIALLY UNDERVALUED"
-        elif value_gap > -20:
-            assessment = "POTENTIALLY OVERVALUED"
-        else:
-            assessment = "SIGNIFICANTLY OVERVALUED"
-
-        lines.append(f"{ticker}:")
-        lines.append(f"  Owner Earnings: ${owner_earnings:,.0f}")
-        lines.append(
-            f"  Intrinsic Value (w/ 25% MoS): ${intrinsic_value:,.0f}",
-        )
-        lines.append(f"  Market Cap: ${market_cap:,.0f}")
-        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
-        lines.append("")
-
-    return _to_text_response("\n".join(lines))
 
 
 @safe
@@ -1030,7 +982,7 @@ def ev_ebitda_valuation_analysis(
 
     current_date = _resolved_date(current_date)
     tickers = _parse_tickers(tickers)
-    lines = [f"=== EV/EBITDA Valuation ({current_date}) ===\n"]
+    rows = []
 
     for ticker in tickers:
         metrics = get_financial_metrics(
@@ -1039,7 +991,7 @@ def ev_ebitda_valuation_analysis(
             limit=8,
         )
         if not metrics:
-            lines.append(f"{ticker}: No financial metrics\n")
+            rows.append({"ticker": ticker, "error": "No financial metrics"})
             continue
 
         m = metrics[0]
@@ -1048,12 +1000,12 @@ def ev_ebitda_valuation_analysis(
             or not m.enterprise_value_to_ebitda_ratio
             or m.enterprise_value_to_ebitda_ratio <= 0
         ):
-            lines.append(f"{ticker}: Missing EV/EBITDA data\n")
+            rows.append({"ticker": ticker, "error": "Missing EV/EBITDA data"})
             continue
 
         market_cap = get_market_cap(ticker, current_date)
         if not market_cap:
-            lines.append(f"{ticker}: Market cap unavailable\n")
+            rows.append({"ticker": ticker, "error": "Market cap unavailable"})
             continue
 
         current_ebitda = (
@@ -1067,42 +1019,21 @@ def ev_ebitda_valuation_analysis(
             and x.enterprise_value_to_ebitda_ratio > 0
         ]
         if len(valid_multiples) < 3:
-            lines.append(f"{ticker}: Insufficient historical data\n")
+            rows.append({"ticker": ticker, "error": "Insufficient historical data"})
             continue
 
-        median_multiple = median(valid_multiples)
+        rows.append(
-        current_multiple = m.enterprise_value_to_ebitda_ratio
+            {
-
+                "ticker": ticker,
-        implied_ev = median_multiple * current_ebitda
+                "current_multiple": m.enterprise_value_to_ebitda_ratio,
-        net_debt = m.enterprise_value - market_cap
+                "median_multiple": median(valid_multiples),
-        implied_equity = max(implied_ev - net_debt, 0)
+                "current_ebitda": current_ebitda,
-
+                "market_cap": market_cap,
-        value_gap = (
+                "net_debt": m.enterprise_value - market_cap,
-            (implied_equity - market_cap) / market_cap * 100
+            },
-            if market_cap > 0
-            else 0
-        )
-        multiple_discount = (
-            (median_multiple - current_multiple) / median_multiple * 100
         )
 
-        # Assessment
+    return _to_text_response(build_ev_ebitda_report(rows, current_date))
-        if multiple_discount > 10:
-            assessment = "TRADING BELOW HISTORICAL MULTIPLE"
-        elif multiple_discount > -10:
-            assessment = "NEAR HISTORICAL AVERAGE"
-        else:
-            assessment = "TRADING ABOVE HISTORICAL MULTIPLE"
-
-        lines.append(f"{ticker}:")
-        lines.append(f"  Current EV/EBITDA: {current_multiple:.1f}x")
-        lines.append(f"  Historical Median: {median_multiple:.1f}x")
-        lines.append(f"  Multiple vs History: {multiple_discount:+.1f}%")
-        lines.append(f"  Implied Equity Value: ${implied_equity:,.0f}")
-        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
-        lines.append("")
-
-    return _to_text_response("\n".join(lines))
 
 
 @safe
@@ -1126,7 +1057,7 @@ def residual_income_valuation_analysis(
 
     current_date = _resolved_date(current_date)
     tickers = _parse_tickers(tickers)
-    lines = [f"=== Residual Income Valuation ({current_date}) ===\n"]
+    rows = []
 
     for ticker in tickers:
         metrics = get_financial_metrics(
@@ -1135,7 +1066,7 @@ def residual_income_valuation_analysis(
             limit=8,
         )
         if not metrics:
-            lines.append(f"{ticker}: No financial metrics\n")
+            rows.append({"ticker": ticker, "error": "No financial metrics"})
             continue
 
         line_items = search_line_items(
@@ -1146,59 +1077,44 @@ def residual_income_valuation_analysis(
             limit=1,
         )
         if not line_items or not line_items[0].net_income:
-            lines.append(f"{ticker}: No net income data\n")
+            rows.append({"ticker": ticker, "error": "No net income data"})
             continue
 
         market_cap = get_market_cap(ticker, current_date)
         if not market_cap:
-            lines.append(f"{ticker}: Market cap unavailable\n")
+            rows.append({"ticker": ticker, "error": "Market cap unavailable"})
             continue
 
         m = metrics[0]
         if not m.price_to_book_ratio or m.price_to_book_ratio <= 0:
-            lines.append(f"{ticker}: Invalid P/B ratio\n")
+            rows.append({"ticker": ticker, "error": "Invalid P/B ratio"})
             continue
 
         net_income = line_items[0].net_income
         pb_ratio = m.price_to_book_ratio
         book_value = market_cap / pb_ratio
 
-        # Model parameters
         cost_of_equity = 0.10
-        bv_growth = m.book_value_growth or 0.03
-        terminal_growth = 0.03
-        num_years = 5
-        margin_of_safety = 0.20
-
         initial_ri = net_income - cost_of_equity * book_value
         if initial_ri <= 0:
-            lines.append(f"{ticker}: Negative residual income\n")
+            rows.append({"ticker": ticker, "error": "Negative residual income"})
             continue
 
-        # PV calculation
+        rows.append(
-        pv_ri = sum(
+            {
-            initial_ri * (1 + bv_growth) ** year / (1 + cost_of_equity) ** year
+                "ticker": ticker,
-            for year in range(1, num_years + 1)
+                "book_value": book_value,
+                "initial_ri": initial_ri,
+                "market_cap": market_cap,
+                "cost_of_equity": cost_of_equity,
+                "bv_growth": m.book_value_growth or 0.03,
+                "terminal_growth": 0.03,
+                "num_years": 5,
+                "margin_of_safety": 0.20,
+            },
         )
-        terminal_ri = initial_ri * (1 + bv_growth) ** (num_years + 1)
-        terminal_value = terminal_ri / (cost_of_equity - terminal_growth)
-        pv_terminal = terminal_value / (1 + cost_of_equity) ** num_years
 
-        intrinsic_value = (book_value + pv_ri + pv_terminal) * (
+    return _to_text_response(build_residual_income_report(rows, current_date))
-            1 - margin_of_safety
-        )
-        value_gap = (intrinsic_value - market_cap) / market_cap * 100
-
-        lines.append(f"{ticker}:")
-        lines.append(f"  Book Value: ${book_value:,.0f}")
-        lines.append(f"  Residual Income: ${initial_ri:,.0f}")
-        lines.append(
-            f"  Intrinsic Value (w/ 20% MoS): ${intrinsic_value:,.0f}",
-        )
-        lines.append(f"  Value Gap: {value_gap:+.1f}%")
-        lines.append("")
-
-    return _to_text_response("\n".join(lines))
 
 
 # Tool Registry for dynamic toolkit creation

frontend/src/App.jsx

@@ -17,6 +17,7 @@ import NetValueChart from './components/NetValueChart';
 import StockLogo from './components/StockLogo';
 import Header from './components/Header.jsx';
 import WatchlistPanel from './components/WatchlistPanel.jsx';
+import RuntimeSettingsPanel from './components/RuntimeSettingsPanel.jsx';
 
 // Utils
 import { formatNumber, formatTickerPrice } from './utils/formatters';
@@ -25,6 +26,8 @@ const RoomView = lazy(() => import('./components/RoomView'));
 const AgentFeed = lazy(() => import('./components/AgentFeed'));
 const StatisticsView = lazy(() => import('./components/StatisticsView'));
 const StockExplainView = lazy(() => import('./components/StockExplainView.jsx'));
+const TraderView = lazy(() => import('./components/TraderView.jsx'));
+const EDITABLE_AGENT_WORKSPACE_FILES = ['SOUL.md', 'PROFILE.md', 'AGENTS.md', 'MEMORY.md', 'POLICY.md', 'HEARTBEAT.md', 'ROLE.md', 'STYLE.md'];
 
 function ViewLoadingFallback({ label = '加载中...' }) {
   return (
@@ -61,8 +64,8 @@ export default function LiveTradingApp() {
   const [progress, setProgress] = useState({ current: 0, total: 0 });
   const [now, setNow] = useState(() => new Date());
 
-  // View toggle: 'room' | 'explain' | 'chart' | 'statistics'
+  // View toggle: 'traders' | 'room' | 'explain' | 'chart' | 'statistics'
-  const [currentView, setCurrentView] = useState('chart'); // Start with chart, then animate to room
+  const [currentView, setCurrentView] = useState('traders');
   const [isInitialAnimating, setIsInitialAnimating] = useState(true);
   const [lastUpdate, setLastUpdate] = useState(new Date());
   const [isUpdating, setIsUpdating] = useState(false);
@@ -112,15 +115,38 @@ export default function LiveTradingApp() {
   const [dataSources, setDataSources] = useState(null);
   const [runtimeConfig, setRuntimeConfig] = useState(null);
   const [isWatchlistPanelOpen, setIsWatchlistPanelOpen] = useState(false);
+  const [isRuntimeSettingsOpen, setIsRuntimeSettingsOpen] = useState(false);
   const [watchlistDraftSymbols, setWatchlistDraftSymbols] = useState([]);
   const [watchlistInputValue, setWatchlistInputValue] = useState('');
   const [watchlistFeedback, setWatchlistFeedback] = useState(null);
   const [isWatchlistSaving, setIsWatchlistSaving] = useState(false);
+  const [scheduleModeDraft, setScheduleModeDraft] = useState('daily');
+  const [intervalMinutesDraft, setIntervalMinutesDraft] = useState('60');
+  const [triggerTimeDraft, setTriggerTimeDraft] = useState('09:30');
+  const [maxCommCyclesDraft, setMaxCommCyclesDraft] = useState('2');
+  const [runtimeConfigFeedback, setRuntimeConfigFeedback] = useState(null);
+  const [isRuntimeConfigSaving, setIsRuntimeConfigSaving] = useState(false);
+  const [selectedSkillAgentId, setSelectedSkillAgentId] = useState(AGENTS[0]?.id || 'portfolio_manager');
+  const [agentProfilesByAgent, setAgentProfilesByAgent] = useState({});
+  const [agentSkillsByAgent, setAgentSkillsByAgent] = useState({});
+  const [skillDetailsByName, setSkillDetailsByName] = useState({});
+  const [localSkillDraftsByKey, setLocalSkillDraftsByKey] = useState({});
+  const [isAgentSkillsLoading, setIsAgentSkillsLoading] = useState(false);
+  const [skillDetailLoadingKey, setSkillDetailLoadingKey] = useState(null);
+  const [agentSkillsSavingKey, setAgentSkillsSavingKey] = useState(null);
+  const [agentSkillsFeedback, setAgentSkillsFeedback] = useState(null);
+  const [selectedWorkspaceFile, setSelectedWorkspaceFile] = useState(EDITABLE_AGENT_WORKSPACE_FILES[0]);
+  const [workspaceFilesByAgent, setWorkspaceFilesByAgent] = useState({});
+  const [workspaceDraftContent, setWorkspaceDraftContent] = useState('');
+  const [isWorkspaceFileLoading, setIsWorkspaceFileLoading] = useState(false);
+  const [workspaceFileSavingKey, setWorkspaceFileSavingKey] = useState(null);
+  const [workspaceFileFeedback, setWorkspaceFileFeedback] = useState(null);
 
   const clientRef = useRef(null);
   const containerRef = useRef(null);
   const agentFeedRef = useRef(null);
   const isWatchlistSavingRef = useRef(false);
+  const isRuntimeConfigSavingRef = useRef(false);
   const requestedStockHistoryRef = useRef(new Set());
 
   // Track last virtual time update to calculate increment
@@ -220,6 +246,38 @@ export default function LiveTradingApp() {
       .filter((symbol) => typeof symbol === 'string' && symbol.trim());
   }, [displayTickers, runtimeConfig]);
 
+  const runtimeSummaryLabel = useMemo(() => {
+    if (!runtimeConfig) {
+      return null;
+    }
+
+    const scheduleMode = String(runtimeConfig.schedule_mode || 'daily');
+    const intervalMinutes = Number(runtimeConfig.interval_minutes || 60);
+    const triggerTime = String(runtimeConfig.trigger_time || '09:30');
+    const maxCommCycles = Number(runtimeConfig.max_comm_cycles || 2);
+
+    if (scheduleMode === 'intraday') {
+      return `调度 intraday / ${intervalMinutes}m / 讨论 ${maxCommCycles} 轮`;
+    }
+
+    return `调度 daily / ${triggerTime} ET / 讨论 ${maxCommCycles} 轮`;
+  }, [runtimeConfig]);
+
+  const selectedAgentSkills = useMemo(
+    () => agentSkillsByAgent[selectedSkillAgentId] || [],
+    [agentSkillsByAgent, selectedSkillAgentId]
+  );
+
+  const selectedAgentProfile = useMemo(
+    () => agentProfilesByAgent[selectedSkillAgentId] || null,
+    [agentProfilesByAgent, selectedSkillAgentId]
+  );
+
+  const selectedWorkspaceContent = useMemo(
+    () => workspaceFilesByAgent[selectedSkillAgentId]?.[selectedWorkspaceFile] || '',
+    [selectedSkillAgentId, selectedWorkspaceFile, workspaceFilesByAgent]
+  );
+
   useEffect(() => {
     const symbols = displayTickers
       .map((ticker) => ticker.symbol)
@@ -235,6 +293,17 @@ export default function LiveTradingApp() {
     }
   }, [displayTickers, selectedExplainSymbol]);
 
+  useEffect(() => {
+    if (!runtimeConfig) {
+      return;
+    }
+
+    setScheduleModeDraft(String(runtimeConfig.schedule_mode || 'daily'));
+    setIntervalMinutesDraft(String(runtimeConfig.interval_minutes || 60));
+    setTriggerTimeDraft(String(runtimeConfig.trigger_time || '09:30'));
+    setMaxCommCyclesDraft(String(runtimeConfig.max_comm_cycles || 2));
+  }, [runtimeConfig]);
+
   const watchlistSuggestions = useMemo(
     () => INITIAL_TICKERS.map((ticker) => ticker.symbol).filter((symbol, index, list) => list.indexOf(symbol) === index),
     []
@@ -350,6 +419,7 @@ export default function LiveTradingApp() {
   }, [watchlistFeedback]);
 
   const handleWatchlistPanelToggle = useCallback(() => {
+    setIsRuntimeSettingsOpen(false);
     setIsWatchlistPanelOpen((open) => {
       const nextOpen = !open;
       if (nextOpen) {
@@ -425,6 +495,292 @@ export default function LiveTradingApp() {
     }
   }, [parseWatchlistInput, watchlistDraftSymbols, watchlistInputValue]);
 
+  const handleManualTrigger = useCallback(() => {
+    if (!clientRef.current) {
+      addSystemMessage('连接未就绪，无法手动触发');
+      return;
+    }
+
+    const success = clientRef.current.send({
+      type: 'trigger_strategy'
+    });
+
+    if (!success) {
+      addSystemMessage('手动触发发送失败，请检查连接状态');
+      return;
+    }
+
+    addSystemMessage('已发送手动触发请求');
+  }, [addSystemMessage]);
+
+  const handleRuntimeConfigSave = useCallback(() => {
+    if (!clientRef.current) {
+      setRuntimeConfigFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+
+    const interval = Number(intervalMinutesDraft);
+    const maxCommCycles = Number(maxCommCyclesDraft);
+    if (!Number.isInteger(interval) || interval <= 0) {
+      setRuntimeConfigFeedback({ type: 'error', text: '间隔必须是正整数分钟' });
+      return;
+    }
+    if (!Number.isInteger(maxCommCycles) || maxCommCycles <= 0) {
+      setRuntimeConfigFeedback({ type: 'error', text: '讨论轮数必须是正整数' });
+      return;
+    }
+
+    setIsRuntimeConfigSaving(true);
+    setRuntimeConfigFeedback(null);
+    const success = clientRef.current.send({
+      type: 'update_runtime_config',
+      schedule_mode: scheduleModeDraft,
+      interval_minutes: interval,
+      trigger_time: triggerTimeDraft,
+      max_comm_cycles: maxCommCycles
+    });
+
+    if (!success) {
+      setIsRuntimeConfigSaving(false);
+      setRuntimeConfigFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [intervalMinutesDraft, maxCommCyclesDraft, scheduleModeDraft, triggerTimeDraft]);
+
+  const handleRuntimeDefaultsRestore = useCallback(() => {
+    setScheduleModeDraft('daily');
+    setIntervalMinutesDraft('60');
+    setTriggerTimeDraft('09:30');
+    setMaxCommCyclesDraft('2');
+    setRuntimeConfigFeedback(null);
+  }, []);
+
+  const handleRuntimeSettingsToggle = useCallback(() => {
+    setRuntimeConfigFeedback(null);
+    setAgentSkillsFeedback(null);
+    setWorkspaceFileFeedback(null);
+    setIsRuntimeSettingsOpen((prev) => !prev);
+    setIsWatchlistPanelOpen(false);
+  }, []);
+
+  const requestAgentSkills = useCallback((agentId) => {
+    const normalized = typeof agentId === 'string' ? agentId.trim() : '';
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    setIsAgentSkillsLoading(true);
+    setAgentSkillsFeedback(null);
+    return clientRef.current.send({
+      type: 'get_agent_skills',
+      agent_id: normalized
+    });
+  }, []);
+
+  const requestAgentProfile = useCallback((agentId) => {
+    const normalized = typeof agentId === 'string' ? agentId.trim() : '';
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return clientRef.current.send({
+      type: 'get_agent_profile',
+      agent_id: normalized
+    });
+  }, []);
+
+  const requestSkillDetail = useCallback((skillName) => {
+    const normalized = typeof skillName === 'string' ? skillName.trim() : '';
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    const detailKey = `${selectedSkillAgentId}:${normalized}`;
+    setSkillDetailLoadingKey(detailKey);
+    return clientRef.current.send({
+      type: 'get_skill_detail',
+      agent_id: selectedSkillAgentId,
+      skill_name: normalized
+    });
+  }, [selectedSkillAgentId]);
+
+  const handleCreateLocalSkill = useCallback((skillName) => {
+    const normalized = typeof skillName === 'string' ? skillName.trim() : '';
+    if (!normalized) {
+      setAgentSkillsFeedback({ type: 'error', text: '技能名称不能为空' });
+      return;
+    }
+    if (!clientRef.current) {
+      setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${normalized}:create`);
+    setAgentSkillsFeedback(null);
+    const success = clientRef.current.send({
+      type: 'create_agent_local_skill',
+      agent_id: selectedSkillAgentId,
+      skill_name: normalized
+    });
+    if (!success) {
+      setAgentSkillsSavingKey(null);
+      setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [selectedSkillAgentId]);
+
+  const handleLocalSkillDraftChange = useCallback((skillName, content) => {
+    const detailKey = `${selectedSkillAgentId}:${skillName}`;
+    setLocalSkillDraftsByKey((prev) => ({
+      ...prev,
+      [detailKey]: content
+    }));
+  }, [selectedSkillAgentId]);
+
+  const handleLocalSkillSave = useCallback((skillName) => {
+    if (!clientRef.current) {
+      setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+    const detailKey = `${selectedSkillAgentId}:${skillName}`;
+    const content = localSkillDraftsByKey[detailKey];
+    if (typeof content !== 'string') {
+      return;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${skillName}:content`);
+    setAgentSkillsFeedback(null);
+    const success = clientRef.current.send({
+      type: 'update_agent_local_skill',
+      agent_id: selectedSkillAgentId,
+      skill_name: skillName,
+      content
+    });
+    if (!success) {
+      setAgentSkillsSavingKey(null);
+      setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [localSkillDraftsByKey, selectedSkillAgentId]);
+
+  const handleLocalSkillDelete = useCallback((skillName) => {
+    if (!clientRef.current) {
+      setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${skillName}:delete`);
+    setAgentSkillsFeedback(null);
+    const success = clientRef.current.send({
+      type: 'delete_agent_local_skill',
+      agent_id: selectedSkillAgentId,
+      skill_name: skillName
+    });
+    if (!success) {
+      setAgentSkillsSavingKey(null);
+      setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [selectedSkillAgentId]);
+
+  const handleRemoveSharedSkill = useCallback((skillName) => {
+    if (!clientRef.current) {
+      setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${skillName}:remove`);
+    setAgentSkillsFeedback(null);
+    const success = clientRef.current.send({
+      type: 'remove_agent_skill',
+      agent_id: selectedSkillAgentId,
+      skill_name: skillName
+    });
+    if (!success) {
+      setAgentSkillsSavingKey(null);
+      setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [selectedSkillAgentId]);
+
+  const requestWorkspaceFile = useCallback((agentId, filename) => {
+    const normalizedAgentId = typeof agentId === 'string' ? agentId.trim() : '';
+    const normalizedFilename = typeof filename === 'string' ? filename.trim() : '';
+    if (!normalizedAgentId || !normalizedFilename || !clientRef.current) {
+      return false;
+    }
+    setIsWorkspaceFileLoading(true);
+    setWorkspaceFileFeedback(null);
+    return clientRef.current.send({
+      type: 'get_agent_workspace_file',
+      agent_id: normalizedAgentId,
+      filename: normalizedFilename
+    });
+  }, []);
+
+  const handleAgentSkillToggle = useCallback((skillName, enabled) => {
+    if (!clientRef.current) {
+      setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+
+    const agentId = selectedSkillAgentId;
+    setAgentSkillsSavingKey(`${agentId}:${skillName}`);
+    setAgentSkillsFeedback(null);
+    const success = clientRef.current.send({
+      type: 'update_agent_skill',
+      agent_id: agentId,
+      skill_name: skillName,
+      enabled
+    });
+
+    if (!success) {
+      setAgentSkillsSavingKey(null);
+      setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [selectedSkillAgentId]);
+
+  const handleSkillAgentChange = useCallback((agentId) => {
+    setSelectedSkillAgentId(agentId);
+    requestAgentProfile(agentId);
+    requestAgentSkills(agentId);
+    requestWorkspaceFile(agentId, selectedWorkspaceFile);
+  }, [requestAgentProfile, requestAgentSkills, requestWorkspaceFile, selectedWorkspaceFile]);
+
+  const handleWorkspaceFileChange = useCallback((filename) => {
+    setSelectedWorkspaceFile(filename);
+    requestWorkspaceFile(selectedSkillAgentId, filename);
+  }, [requestWorkspaceFile, selectedSkillAgentId]);
+
+  const handleWorkspaceFileSave = useCallback(() => {
+    if (!clientRef.current) {
+      setWorkspaceFileFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+    const key = `${selectedSkillAgentId}:${selectedWorkspaceFile}`;
+    setWorkspaceFileSavingKey(key);
+    setWorkspaceFileFeedback(null);
+    const success = clientRef.current.send({
+      type: 'update_agent_workspace_file',
+      agent_id: selectedSkillAgentId,
+      filename: selectedWorkspaceFile,
+      content: workspaceDraftContent
+    });
+    if (!success) {
+      setWorkspaceFileSavingKey(null);
+      setWorkspaceFileFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [selectedSkillAgentId, selectedWorkspaceFile, workspaceDraftContent]);
+
+  useEffect(() => {
+    setWorkspaceDraftContent(selectedWorkspaceContent);
+  }, [selectedWorkspaceContent]);
+
+  useEffect(() => {
+    if (currentView !== 'traders' || !isConnected) {
+      return;
+    }
+    AGENTS.forEach((agent) => {
+      if (!agentProfilesByAgent[agent.id]) {
+        requestAgentProfile(agent.id);
+      }
+      if (!agentSkillsByAgent[agent.id]) {
+        requestAgentSkills(agent.id);
+      }
+      if (!workspaceFilesByAgent[agent.id]?.['MEMORY.md']) {
+        requestWorkspaceFile(agent.id, 'MEMORY.md');
+      }
+    });
+  }, [agentProfilesByAgent, agentSkillsByAgent, currentView, isConnected, requestAgentProfile, requestAgentSkills, requestWorkspaceFile, workspaceFilesByAgent]);
+
   const requestStockHistory = useCallback((symbol, { force = false } = {}) => {
     const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
     if (!normalized || !clientRef.current) {
@@ -604,6 +960,10 @@ export default function LiveTradingApp() {
     isWatchlistSavingRef.current = isWatchlistSaving;
   }, [isWatchlistSaving]);
 
+  useEffect(() => {
+    isRuntimeConfigSavingRef.current = isRuntimeConfigSaving;
+  }, [isRuntimeConfigSaving]);
+
   useEffect(() => {
     if (currentView !== 'explain' || !selectedExplainSymbol) {
       return;
@@ -670,24 +1030,18 @@ export default function LiveTradingApp() {
     return () => clearTimeout(timer);
   }, [holdings, stats, trades, portfolioData.netValue]);
 
-  // Initial animation: show room drawer sliding in
+  // Initial animation flag for slider speed
   useEffect(() => {
-    // Wait a bit after mount, then trigger slide to room
-    const slideTimer = setTimeout(() => {
-      setCurrentView('room');
-    }, 1200); // Wait 1200ms before starting animation (2x slower)
-
-    // Disable animation flag after animation completes
     const completeTimer = setTimeout(() => {
       setIsInitialAnimating(false);
-    }, 5000); // 1200ms delay + 1600ms animation duration + 400ms buffer
+    }, 1800);
 
     return () => {
-      clearTimeout(slideTimer);
       clearTimeout(completeTimer);
     };
   }, []);
 
+
   // Helper to check if bubble should still be visible
   // Bubbles persist until replaced by ANY new message (cross-role)
   // When any agent sends a new message, all previous bubbles are cleared
@@ -769,21 +1123,38 @@ export default function LiveTradingApp() {
       const handlers = {
         // Error response (for fast forward errors)
         error: (e) => {
-          console.error('[Error]', e.message);
+          const message = typeof e.message === 'string' ? e.message : '请求失败';
+          console.error('[Error]', message);
+          setIsAgentSkillsLoading(false);
+          setSkillDetailLoadingKey(null);
+          setAgentSkillsSavingKey(null);
+          setIsWorkspaceFileLoading(false);
+          setWorkspaceFileSavingKey(null);
           if (isWatchlistSavingRef.current) {
             setIsWatchlistSaving(false);
-            setWatchlistFeedback({ type: 'error', text: e.message || '更新 watchlist 失败' });
+            setWatchlistFeedback({ type: 'error', text: message || '更新 watchlist 失败' });
+          }
+          if (isRuntimeConfigSavingRef.current) {
+            setIsRuntimeConfigSaving(false);
+            setRuntimeConfigFeedback({ type: 'error', text: message });
+          }
+          if (message.includes('skill') || message.includes('agent_id')) {
+            setAgentSkillsFeedback({ type: 'error', text: message || '更新技能失败' });
+          }
+          if (message.includes('workspace_file') || message.includes('filename')) {
+            setWorkspaceFileFeedback({ type: 'error', text: message || '更新工作区文件失败' });
           }
 
           // Handle fast forward errors
-          if (e.message && e.message.includes('fast forward')) {
+          if (message.includes('fast forward')) {
-            console.warn(`⚠️ ${e.message}`);
+            console.warn(`⚠️ ${message}`);
             handlePushEvent({
               type: 'system',
-              content: `⚠️ ${e.message}`,
+              content: `⚠️ ${message}`,
               timestamp: Date.now()
             });
           }
+          addSystemMessage(message);
         },
 
         // Connection events
@@ -930,9 +1301,163 @@ export default function LiveTradingApp() {
           if (isWatchlistSavingRef.current) {
             setIsWatchlistSaving(false);
           }
+          if (isRuntimeConfigSavingRef.current) {
+            setIsRuntimeConfigSaving(false);
+            setRuntimeConfigFeedback({ type: 'success', text: '运行配置已保存并生效' });
+          }
+          const warnings = Array.isArray(e.runtime_config_warnings) ? e.runtime_config_warnings : [];
+          warnings.forEach((warning) => addSystemMessage(warning));
           addSystemMessage('运行时配置已热更新');
         },
 
+        agent_skills_loaded: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          if (!agentId) {
+            setIsAgentSkillsLoading(false);
+            return;
+          }
+          setAgentSkillsByAgent((prev) => ({
+            ...prev,
+            [agentId]: Array.isArray(e.skills) ? e.skills : []
+          }));
+          setIsAgentSkillsLoading(false);
+          setAgentSkillsSavingKey(null);
+        },
+
+        agent_profile_loaded: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          if (!agentId) {
+            return;
+          }
+          setAgentProfilesByAgent((prev) => ({
+            ...prev,
+            [agentId]: e.profile && typeof e.profile === 'object' ? e.profile : {}
+          }));
+        },
+
+        skill_detail_loaded: (e) => {
+          const skillName = typeof e.skill?.skill_name === 'string' ? e.skill.skill_name.trim() : '';
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : selectedSkillAgentId;
+          if (!skillName) {
+            setSkillDetailLoadingKey(null);
+            return;
+          }
+          const detailKey = `${agentId}:${skillName}`;
+          setSkillDetailsByName((prev) => ({
+            ...prev,
+            [detailKey]: e.skill
+          }));
+          setLocalSkillDraftsByKey((prev) => ({
+            ...prev,
+            [detailKey]: typeof e.skill?.content === 'string' ? e.skill.content : ''
+          }));
+          setSkillDetailLoadingKey(null);
+        },
+
+        agent_skill_updated: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const skillName = typeof e.skill_name === 'string' ? e.skill_name.trim() : '';
+          if (!agentId || !skillName) {
+            return;
+          }
+          setAgentSkillsFeedback({
+            type: 'success',
+            text: `${agentId} ${e.enabled ? '已启用' : '已禁用'} ${skillName}`
+          });
+        },
+
+        agent_local_skill_created: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const skillName = typeof e.skill_name === 'string' ? e.skill_name.trim() : '';
+          setAgentSkillsSavingKey(null);
+          if (!agentId || !skillName) {
+            return;
+          }
+          setAgentSkillsFeedback({
+            type: 'success',
+            text: `${agentId} 已创建本地技能 ${skillName}`
+          });
+        },
+
+        agent_local_skill_updated: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const skillName = typeof e.skill_name === 'string' ? e.skill_name.trim() : '';
+          setAgentSkillsSavingKey(null);
+          if (!agentId || !skillName) {
+            return;
+          }
+          setAgentSkillsFeedback({
+            type: 'success',
+            text: `${agentId} 的本地技能 ${skillName} 已保存`
+          });
+        },
+
+        agent_local_skill_deleted: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const skillName = typeof e.skill_name === 'string' ? e.skill_name.trim() : '';
+          setAgentSkillsSavingKey(null);
+          if (!agentId || !skillName) {
+            return;
+          }
+          setSkillDetailsByName((prev) => {
+            const next = { ...prev };
+            delete next[`${agentId}:${skillName}`];
+            return next;
+          });
+          setLocalSkillDraftsByKey((prev) => {
+            const next = { ...prev };
+            delete next[`${agentId}:${skillName}`];
+            return next;
+          });
+          setAgentSkillsFeedback({
+            type: 'success',
+            text: `${agentId} 的本地技能 ${skillName} 已删除`
+          });
+        },
+
+        agent_skill_removed: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const skillName = typeof e.skill_name === 'string' ? e.skill_name.trim() : '';
+          setAgentSkillsSavingKey(null);
+          if (!agentId || !skillName) {
+            return;
+          }
+          setAgentSkillsFeedback({
+            type: 'success',
+            text: `${agentId} 已移除共享技能 ${skillName}`
+          });
+        },
+
+        agent_workspace_file_loaded: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const filename = typeof e.filename === 'string' ? e.filename.trim() : '';
+          if (!agentId || !filename) {
+            setIsWorkspaceFileLoading(false);
+            return;
+          }
+          setWorkspaceFilesByAgent((prev) => ({
+            ...prev,
+            [agentId]: {
+              ...(prev[agentId] || {}),
+              [filename]: typeof e.content === 'string' ? e.content : ''
+            }
+          }));
+          setIsWorkspaceFileLoading(false);
+          setWorkspaceFileSavingKey(null);
+        },
+
+        agent_workspace_file_updated: (e) => {
+          const agentId = typeof e.agent_id === 'string' ? e.agent_id.trim() : '';
+          const filename = typeof e.filename === 'string' ? e.filename.trim() : '';
+          if (!agentId || !filename) {
+            return;
+          }
+          setWorkspaceFileFeedback({
+            type: 'success',
+            text: `${agentId} 的 ${filename} 已保存`
+          });
+        },
+
         watchlist_updated: (e) => {
           if (Array.isArray(e.tickers)) {
             const normalizedTickers = e.tickers.map((symbol) => String(symbol).trim().toUpperCase());
@@ -1713,10 +2238,41 @@ export default function LiveTradingApp() {
                 </span>
               </>
             )}
+            {runtimeSummaryLabel && (
+              <>
+                <span className="status-sep">·</span>
+                <span className="market-text backtest" title="当前运行配置">
+                  {runtimeSummaryLabel}
+                </span>
+              </>
+            )}
             <span className="status-sep">·</span>
             <span className="time-text">{now.toLocaleTimeString('en-US', { hour: '2-digit', minute: '2-digit', second: '2-digit', hour12: false })}</span>
           </div>
 
+          {serverMode !== 'backtest' && (
+            <button
+              onClick={handleManualTrigger}
+              disabled={!isConnected}
+              style={{
+                padding: '6px 12px',
+                borderRadius: 4,
+                background: isConnected ? '#111111' : '#8a8a8a',
+                border: '1px solid #111111',
+                color: '#FFFFFF',
+                fontSize: '11px',
+                fontFamily: '"Courier New", monospace',
+                fontWeight: 700,
+                cursor: isConnected ? 'pointer' : 'not-allowed',
+                letterSpacing: '0.4px',
+                textTransform: 'uppercase'
+              }}
+              title="手动触发一轮分析与交易决策"
+            >
+              手动运行
+            </button>
+          )}
+
           <WatchlistPanel
             isOpen={isWatchlistPanelOpen}
             isConnected={isConnected}
@@ -1736,6 +2292,26 @@ export default function LiveTradingApp() {
             onSuggestionClick={handleWatchlistSuggestionClick}
             onSave={handleWatchlistSave}
           />
+
+          <RuntimeSettingsPanel
+            isOpen={isRuntimeSettingsOpen}
+            isConnected={isConnected}
+            isSaving={isRuntimeConfigSaving}
+            feedback={runtimeConfigFeedback}
+            runtimeConfig={runtimeConfig}
+            scheduleMode={scheduleModeDraft}
+            intervalMinutes={intervalMinutesDraft}
+            triggerTime={triggerTimeDraft}
+            maxCommCycles={maxCommCyclesDraft}
+            onToggle={handleRuntimeSettingsToggle}
+            onClose={() => setIsRuntimeSettingsOpen(false)}
+            onScheduleModeChange={setScheduleModeDraft}
+            onIntervalMinutesChange={setIntervalMinutesDraft}
+            onTriggerTimeChange={setTriggerTimeDraft}
+            onMaxCommCyclesChange={setMaxCommCyclesDraft}
+            onSave={handleRuntimeConfigSave}
+            onRestoreDefaults={handleRuntimeDefaultsRestore}
+          />
         </div>
       </div>
 
@@ -1783,6 +2359,13 @@ export default function LiveTradingApp() {
             <div className="chart-section">
               <div className="view-container">
                 <div className="view-nav-bar">
+                  <button
+                    className={`view-nav-btn ${currentView === 'traders' ? 'active' : ''}`}
+                    onClick={() => setCurrentView('traders')}
+                  >
+                    交易员
+                  </button>
+
                   <button
                     className={`view-nav-btn ${currentView === 'room' ? 'active' : ''}`}
                     onClick={() => setCurrentView('room')}
@@ -1812,9 +2395,10 @@ export default function LiveTradingApp() {
                   </button>
                 </div>
 
-                {/* Slider container with four views */}
+                <div className={`view-slider-five ${
-                <div className={`view-slider-four ${
+                  currentView === 'traders'
-                  currentView === 'room'
+                    ? 'show-traders'
+                    : currentView === 'room'
                     ? 'show-room'
                     : currentView === 'explain'
                       ? 'show-explain'
@@ -1822,6 +2406,45 @@ export default function LiveTradingApp() {
                         ? 'show-statistics'
                         : 'show-chart'
                 } ${!isInitialAnimating ? 'normal-speed' : ''}`}>
+                  <div className="view-panel">
+                    <Suspense fallback={<ViewLoadingFallback label="加载交易员视图..." />}>
+                      <TraderView
+                        agents={AGENTS}
+                        agentProfilesByAgent={agentProfilesByAgent}
+                        agentSkillsByAgent={agentSkillsByAgent}
+                        workspaceFilesByAgent={workspaceFilesByAgent}
+                        selectedAgentId={selectedSkillAgentId}
+                        selectedAgentProfile={selectedAgentProfile}
+                        selectedAgentSkills={selectedAgentSkills}
+                        skillDetailsByName={skillDetailsByName}
+                        localSkillDraftsByKey={localSkillDraftsByKey}
+                        skillDetailLoadingKey={skillDetailLoadingKey}
+                        editableFiles={EDITABLE_AGENT_WORKSPACE_FILES}
+                        selectedWorkspaceFile={selectedWorkspaceFile}
+                        workspaceFileContent={selectedWorkspaceContent}
+                        workspaceDraftContent={workspaceDraftContent}
+                        isConnected={isConnected}
+                        isAgentSkillsLoading={isAgentSkillsLoading}
+                        agentSkillsSavingKey={agentSkillsSavingKey}
+                        agentSkillsFeedback={agentSkillsFeedback}
+                        isWorkspaceFileLoading={isWorkspaceFileLoading}
+                        workspaceFileSavingKey={workspaceFileSavingKey}
+                        workspaceFileFeedback={workspaceFileFeedback}
+                        onAgentChange={handleSkillAgentChange}
+                        onCreateLocalSkill={handleCreateLocalSkill}
+                        onSkillDetailRequest={requestSkillDetail}
+                        onLocalSkillDraftChange={handleLocalSkillDraftChange}
+                        onLocalSkillDelete={handleLocalSkillDelete}
+                        onLocalSkillSave={handleLocalSkillSave}
+                        onRemoveSharedSkill={handleRemoveSharedSkill}
+                        onSkillToggle={handleAgentSkillToggle}
+                        onWorkspaceFileChange={handleWorkspaceFileChange}
+                        onWorkspaceDraftChange={setWorkspaceDraftContent}
+                        onWorkspaceFileSave={handleWorkspaceFileSave}
+                      />
+                    </Suspense>
+                  </div>
+
                   {/* Room View Panel */}
                   <div className="view-panel">
                     <Suspense fallback={<ViewLoadingFallback label="加载交易室..." />}>

frontend/src/components/RuntimeSettingsPanel.jsx

@@ -0,0 +1,247 @@
+import React from 'react';
+
+export default function RuntimeSettingsPanel({
+  isOpen,
+  isConnected,
+  isSaving,
+  feedback,
+  runtimeConfig,
+  scheduleMode,
+  intervalMinutes,
+  triggerTime,
+  maxCommCycles,
+  onToggle,
+  onClose,
+  onScheduleModeChange,
+  onIntervalMinutesChange,
+  onTriggerTimeChange,
+  onMaxCommCyclesChange,
+  onSave,
+  onRestoreDefaults
+}) {
+  return (
+    <div style={{ display: 'flex', alignItems: 'center', gap: 8, minWidth: 0, position: 'relative' }}>
+      <button
+        onClick={onToggle}
+        style={{
+          padding: '6px 10px',
+          borderRadius: 4,
+          border: '1px solid #333333',
+          background: isOpen ? '#1E1E1E' : '#111111',
+          color: '#FFFFFF',
+          fontSize: '11px',
+          fontWeight: 700,
+          letterSpacing: '0.6px',
+          cursor: 'pointer',
+          whiteSpace: 'nowrap'
+        }}
+      >
+        运行设置
+      </button>
+
+      {isOpen && (
+        <div style={{
+          position: 'absolute',
+          top: 'calc(100% + 10px)',
+          right: 0,
+          width: 320,
+          maxWidth: 'min(320px, 92vw)',
+          padding: '14px',
+          borderRadius: 8,
+          border: '1px solid #D9D9D9',
+          background: '#FFFFFF',
+          boxShadow: '0 12px 36px rgba(0, 0, 0, 0.14)',
+          zIndex: 40,
+          display: 'grid',
+          gap: 12
+        }}>
+          <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'flex-start', gap: 12 }}>
+            <div>
+              <div style={{ fontSize: '12px', fontWeight: 700, color: '#111111', letterSpacing: '0.3px' }}>
+                运行设置
+              </div>
+              <div style={{ fontSize: '11px', color: '#666666', marginTop: 2 }}>
+                保存后立即热更新当前运行中的调度参数
+              </div>
+            </div>
+            <button
+              onClick={onClose}
+              style={{
+                border: 'none',
+                background: 'transparent',
+                color: '#666666',
+                cursor: 'pointer',
+                fontSize: '14px',
+                lineHeight: 1
+              }}
+            >
+              ×
+            </button>
+          </div>
+
+          <div style={{ display: 'grid', gridTemplateColumns: '1fr 1fr', gap: 8 }}>
+            <label style={{ display: 'grid', gap: 4 }}>
+              <span style={{ fontSize: '10px', color: '#4B5563', fontWeight: 700 }}>调度模式</span>
+              <select
+                value={scheduleMode}
+                onChange={(e) => onScheduleModeChange(e.target.value)}
+                style={{
+                  padding: '9px 10px',
+                  borderRadius: 6,
+                  border: '1px solid #D0D7DE',
+                  background: '#FFFFFF',
+                  color: '#111111',
+                  fontSize: '12px'
+                }}
+              >
+                <option value="daily">daily</option>
+                <option value="intraday">intraday</option>
+              </select>
+            </label>
+
+            <label style={{ display: 'grid', gap: 4 }}>
+              <span style={{ fontSize: '10px', color: '#4B5563', fontWeight: 700 }}>间隔(分钟)</span>
+              <input
+                type="number"
+                min="1"
+                value={intervalMinutes}
+                onChange={(e) => onIntervalMinutesChange(e.target.value)}
+                style={{
+                  padding: '9px 10px',
+                  borderRadius: 6,
+                  border: '1px solid #D0D7DE',
+                  background: '#FFFFFF',
+                  color: '#111111',
+                  fontSize: '12px',
+                  fontFamily: '"Courier New", monospace'
+                }}
+              />
+            </label>
+          </div>
+
+          <label style={{ display: 'grid', gap: 4 }}>
+            <span style={{ fontSize: '10px', color: '#4B5563', fontWeight: 700 }}>Daily 时间 (NYSE)</span>
+            <input
+              type="time"
+              value={triggerTime}
+              onChange={(e) => onTriggerTimeChange(e.target.value)}
+              disabled={scheduleMode !== 'daily'}
+              style={{
+                padding: '9px 10px',
+                borderRadius: 6,
+                border: '1px solid #D0D7DE',
+                background: scheduleMode === 'daily' ? '#FFFFFF' : '#F3F4F6',
+                color: '#111111',
+                fontSize: '12px',
+                fontFamily: '"Courier New", monospace'
+              }}
+            />
+          </label>
+
+          <label style={{ display: 'grid', gap: 4 }}>
+            <span style={{ fontSize: '10px', color: '#4B5563', fontWeight: 700 }}>讨论轮数上限</span>
+            <input
+              type="number"
+              min="1"
+              value={maxCommCycles}
+              onChange={(e) => onMaxCommCyclesChange(e.target.value)}
+              style={{
+                padding: '9px 10px',
+                borderRadius: 6,
+                border: '1px solid #D0D7DE',
+                background: '#FFFFFF',
+                color: '#111111',
+                fontSize: '12px',
+                fontFamily: '"Courier New", monospace'
+              }}
+            />
+          </label>
+
+          <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', gap: 8 }}>
+            <button
+              onClick={onRestoreDefaults}
+              style={{
+                padding: '9px 12px',
+                borderRadius: 6,
+                border: '1px solid #D0D7DE',
+                background: '#FFFFFF',
+                color: '#111111',
+                fontSize: '11px',
+                fontWeight: 700,
+                cursor: 'pointer'
+              }}
+            >
+              恢复默认
+            </button>
+            <button
+              onClick={onSave}
+              disabled={!isConnected || isSaving}
+              style={{
+                padding: '9px 14px',
+                borderRadius: 6,
+                border: '1px solid #1565C0',
+                background: isConnected && !isSaving ? '#0D47A1' : '#94A3B8',
+                color: '#FFFFFF',
+                fontSize: '11px',
+                fontWeight: 700,
+                letterSpacing: '0.4px',
+                cursor: isConnected && !isSaving ? 'pointer' : 'not-allowed'
+              }}
+            >
+              {isSaving ? '保存中' : '保存运行配置'}
+            </button>
+          </div>
+
+          {feedback && (
+            <span style={{
+              color: feedback.type === 'success' ? '#00C853' : '#FF5252',
+              fontSize: '11px',
+              fontFamily: '"Courier New", monospace'
+            }}>
+              {feedback.text}
+            </span>
+          )}
+
+          {runtimeConfig && (
+            <div style={{
+              borderTop: '1px solid #E5E7EB',
+              paddingTop: 12,
+              display: 'grid',
+              gap: 8
+            }}>
+              <div>
+                <div style={{ fontSize: '12px', fontWeight: 700, color: '#111111', letterSpacing: '0.3px' }}>
+                  当前生效配置
+                </div>
+                <div style={{ fontSize: '11px', color: '#666666', marginTop: 2 }}>
+                  这里显示当前 run 已加载并生效的参数
+                </div>
+              </div>
+
+              <div style={{
+                border: '1px solid #E5E7EB',
+                background: '#F8FAFC',
+                borderRadius: 6,
+                padding: '10px 12px',
+                display: 'grid',
+                gap: 6,
+                fontSize: '11px',
+                fontFamily: '"Courier New", monospace',
+                color: '#111111'
+              }}>
+                <div>tickers: {(runtimeConfig.tickers || []).join(', ') || '-'}</div>
+                <div>schedule_mode: {runtimeConfig.schedule_mode || '-'}</div>
+                <div>interval_minutes: {runtimeConfig.interval_minutes ?? '-'}</div>
+                <div>trigger_time: {runtimeConfig.trigger_time || '-'}</div>
+                <div>max_comm_cycles: {runtimeConfig.max_comm_cycles ?? '-'}</div>
+                <div>initial_cash: {runtimeConfig.initial_cash ?? '-'}</div>
+                <div>margin_requirement: {runtimeConfig.margin_requirement ?? '-'}</div>
+                <div>enable_memory: {String(runtimeConfig.enable_memory ?? false)}</div>
+              </div>
+            </div>
+          )}
+        </div>
+      )}
+    </div>
+  );
+}

frontend/src/components/TraderView.jsx

@@ -0,0 +1,765 @@
+import React, { useEffect, useMemo, useState } from 'react';
+import { createPortal } from 'react-dom';
+import { getModelIcon, getShortModelName } from '../utils/modelIcons';
+
+export default function TraderView({
+  agents,
+  agentProfilesByAgent,
+  agentSkillsByAgent,
+  workspaceFilesByAgent,
+  selectedAgentId,
+  selectedAgentProfile,
+  selectedAgentSkills,
+  skillDetailsByName,
+  localSkillDraftsByKey,
+  skillDetailLoadingKey,
+  editableFiles,
+  selectedWorkspaceFile,
+  workspaceFileContent,
+  workspaceDraftContent,
+  isConnected,
+  isAgentSkillsLoading,
+  agentSkillsSavingKey,
+  agentSkillsFeedback,
+  isWorkspaceFileLoading,
+  workspaceFileSavingKey,
+  workspaceFileFeedback,
+  onAgentChange,
+  onCreateLocalSkill,
+  onSkillDetailRequest,
+  onLocalSkillDraftChange,
+  onLocalSkillDelete,
+  onLocalSkillSave,
+  onRemoveSharedSkill,
+  onSkillToggle,
+  onWorkspaceFileChange,
+  onWorkspaceDraftChange,
+  onWorkspaceFileSave
+}) {
+  const [expandedSkillKey, setExpandedSkillKey] = useState(null);
+  const [newLocalSkillName, setNewLocalSkillName] = useState('');
+  const [isSkillPickerOpen, setIsSkillPickerOpen] = useState(false);
+
+  const selectedAgent = useMemo(
+    () => agents.find((agent) => agent.id === selectedAgentId) || agents[0] || null,
+    [agents, selectedAgentId]
+  );
+
+  useEffect(() => {
+    setExpandedSkillKey(null);
+  }, [selectedAgentId]);
+
+  if (!selectedAgent) {
+    return null;
+  }
+
+  const profile = selectedAgentProfile || {};
+  const modelInfo = getModelIcon(profile.model_name, profile.model_provider);
+  const activeSkills = selectedAgentSkills.filter((item) => item.status === 'enabled' || item.status === 'active');
+  const installedSkills = selectedAgentSkills.filter((item) => item.status !== 'available');
+  const availableSkills = selectedAgentSkills.filter((item) => item.status === 'available');
+
+  return (
+    <div style={{
+      height: '100%',
+      overflow: 'hidden',
+      padding: '18px',
+      background: 'linear-gradient(180deg, #ffffff 0%, #f4f7fb 100%)',
+      display: 'grid',
+      gridTemplateRows: 'auto minmax(0, 1fr)',
+      gap: 18
+    }}>
+      <div style={{ display: 'grid', gap: 4 }}>
+        <div style={{ fontSize: 12, fontWeight: 800, letterSpacing: '0.5px', color: '#111111' }}>
+          交易员档案
+        </div>
+        <div style={{ fontSize: 11, color: '#6B7280' }}>
+          聚焦查看每个 Agent 的模型、工具组、技能编排和工作区记忆，不展示交易表现数据
+        </div>
+      </div>
+      <div style={{
+        display: 'grid',
+        gridTemplateColumns: '120px minmax(0, 1fr)',
+        gap: 16,
+        alignItems: 'stretch',
+        minHeight: 0
+      }}>
+          <div style={{
+            border: '1px solid #D9E0E7',
+            borderRadius: 14,
+            background: '#FFFFFF',
+            boxShadow: '0 10px 24px rgba(15, 23, 42, 0.06)',
+            padding: 12,
+            display: 'grid',
+            gap: 10,
+            minHeight: 0,
+            overflowY: 'auto',
+            alignContent: 'start'
+          }}>
+            {agents.map((agent) => {
+              const isSelected = agent.id === selectedAgentId;
+              return (
+                <button
+                  key={agent.id}
+                  type="button"
+                  onClick={() => onAgentChange(agent.id)}
+                  title={agent.name}
+                  style={{
+                    border: isSelected ? `2px solid ${agent.colors.accent}` : '1px solid #D9E0E7',
+                    borderRadius: 16,
+                    background: isSelected ? `${agent.colors.accent}10` : '#FFFFFF',
+                    boxShadow: isSelected ? `0 10px 20px ${agent.colors.accent}18` : 'none',
+                    padding: 8,
+                    display: 'grid',
+                    gap: 6,
+                    justifyItems: 'center',
+                    cursor: 'pointer'
+                  }}
+                >
+                  <img
+                    src={agent.avatar}
+                    alt={agent.name}
+                    style={{
+                      width: 56,
+                      height: 56,
+                      borderRadius: 14,
+                      objectFit: 'cover',
+                      border: `1px solid ${agent.colors.accent}33`
+                    }}
+                  />
+                  <div style={{
+                    fontSize: 10,
+                    fontWeight: 800,
+                    color: isSelected ? agent.colors.accent : '#374151',
+                    textAlign: 'center',
+                    lineHeight: 1.4
+                  }}>
+                    {agent.name}
+                  </div>
+                </button>
+              );
+            })}
+          </div>
+
+          <div style={{
+            border: '1px solid #D9E0E7',
+            borderRadius: 14,
+            background: '#FFFFFF',
+            boxShadow: '0 10px 24px rgba(15, 23, 42, 0.06)',
+            padding: 18,
+            display: 'grid',
+            gap: 16,
+            minHeight: 0,
+            overflowY: 'auto',
+            alignContent: 'start'
+          }}>
+          <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'flex-start', gap: 16, flexWrap: 'wrap' }}>
+            <div style={{ display: 'flex', alignItems: 'center', gap: 12 }}>
+              <img
+                src={selectedAgent.avatar}
+                alt={selectedAgent.name}
+                style={{
+                  width: 58,
+                  height: 58,
+                  borderRadius: 12,
+                  objectFit: 'cover',
+                  border: `1px solid ${selectedAgent.colors.accent}33`
+                }}
+              />
+              <div style={{ display: 'grid', gap: 4 }}>
+                <div style={{ fontSize: 15, fontWeight: 800, color: '#111111' }}>{selectedAgent.name}</div>
+                <div style={{ fontSize: 12, color: '#6B7280' }}>{selectedAgent.role}</div>
+                <div style={{ fontSize: 11, color: selectedAgent.colors.accent, fontWeight: 700 }}>
+                  当前档案已展开
+                </div>
+              </div>
+            </div>
+
+            <div style={{
+              border: `1px solid ${modelInfo.color}2e`,
+              background: modelInfo.bgColor,
+              borderRadius: 12,
+              padding: '10px 12px',
+              display: 'flex',
+              alignItems: 'center',
+              gap: 10
+            }}>
+              {modelInfo.logoPath && (
+                <img
+                  src={modelInfo.logoPath}
+                  alt={modelInfo.provider}
+                  style={{ width: 26, height: 26, borderRadius: 999 }}
+                />
+              )}
+              <div style={{ display: 'grid', gap: 2 }}>
+                <div style={{ fontSize: 11, color: '#4B5563', fontWeight: 700 }}>模型</div>
+                <div style={{ fontSize: 12, color: '#111111', fontWeight: 800 }}>
+                  {getShortModelName(profile.model_name)}
+                </div>
+              </div>
+            </div>
+          </div>
+
+          <div style={{
+            display: 'grid',
+            gridTemplateColumns: 'minmax(300px, 420px) minmax(0, 1fr)',
+            gap: 16,
+            alignItems: 'start'
+          }}>
+            <div style={{ display: 'grid', gap: 10 }}>
+              <div style={{
+                border: '1px solid #E5EAF1',
+                borderRadius: 12,
+                background: '#FCFDFE',
+                padding: 14,
+                display: 'grid',
+                gap: 10
+              }}>
+                <div style={{ display: 'flex', justifyContent: 'space-between', gap: 10, alignItems: 'center' }}>
+                  <div style={{ display: 'grid', gap: 2 }}>
+                    <div style={{ fontSize: 12, fontWeight: 800, color: '#111111' }}>技能</div>
+                    <div style={{ fontSize: 10, color: '#6B7280', fontFamily: '"Courier New", monospace' }}>
+                      已启用: {activeSkills.length} / 已安装: {installedSkills.length}
+                    </div>
+                  </div>
+                  <div style={{ display: 'flex', gap: 6, alignItems: 'center' }}>
+                    <button
+                      type="button"
+                      onClick={() => setIsSkillPickerOpen(true)}
+                      style={{
+                        padding: '7px 10px',
+                        borderRadius: 6,
+                        border: '1px solid #1565C0',
+                        background: '#EFF6FF',
+                        color: '#1565C0',
+                        fontSize: 10,
+                        fontWeight: 700,
+                        cursor: 'pointer',
+                        whiteSpace: 'nowrap'
+                      }}
+                      aria-label="管理技能"
+                    >
+                      ⚙ 技能管理
+                    </button>
+                  </div>
+                </div>
+
+                <div style={{
+                  border: '1px solid #E5E7EB',
+                  background: '#F8FAFC',
+                  borderRadius: 8,
+                  padding: '10px 12px',
+                  display: 'grid',
+                  gap: 10,
+                  maxHeight: 520,
+                  overflowY: 'auto'
+                }}>
+                  {isAgentSkillsLoading ? (
+                    <div style={{ fontSize: 11, color: '#666666', fontFamily: '"Courier New", monospace' }}>加载技能中...</div>
+                  ) : installedSkills.length === 0 ? (
+                    <div style={{ fontSize: 11, color: '#666666', fontFamily: '"Courier New", monospace' }}>暂无技能</div>
+                  ) : installedSkills.map((skill) => {
+                    const isEnabled = skill.status === 'enabled' || skill.status === 'active';
+                    const saving = agentSkillsSavingKey === `${selectedAgentId}:${skill.skill_name}` || agentSkillsSavingKey === `${selectedAgentId}:${skill.skill_name}:content` || agentSkillsSavingKey === `${selectedAgentId}:${skill.skill_name}:delete` || agentSkillsSavingKey === `${selectedAgentId}:${skill.skill_name}:remove`;
+                    const isExpanded = expandedSkillKey === skill.skill_name;
+                    const detailKey = `${selectedAgentId}:${skill.skill_name}`;
+                    const skillDetail = skillDetailsByName?.[detailKey] || null;
+                    const skillDraft = localSkillDraftsByKey?.[detailKey] ?? '';
+                    const isDetailLoading = skillDetailLoadingKey === detailKey;
+                    const isLocalSkill = skill.source === 'local';
+                    return (
+                      <div
+                        key={skill.skill_name}
+                        style={{
+                          display: 'grid',
+                          gap: 7,
+                          paddingBottom: 10,
+                          borderBottom: '1px dashed #D7DEE7'
+                        }}
+                      >
+                        <div style={{ display: 'flex', justifyContent: 'space-between', gap: 10, alignItems: 'flex-start' }}>
+                          <button
+                            type="button"
+                            onClick={() => {
+                              if (!isExpanded && !skillDetail && onSkillDetailRequest) {
+                                onSkillDetailRequest(skill.skill_name);
+                              }
+                              setExpandedSkillKey((prev) => (prev === skill.skill_name ? null : skill.skill_name));
+                            }}
+                            style={{
+                              flex: 1,
+                              minWidth: 0,
+                              border: 'none',
+                              background: 'transparent',
+                              padding: 0,
+                              textAlign: 'left',
+                              cursor: 'pointer',
+                              display: 'grid',
+                              gap: 4
+                            }}
+                          >
+                            <div style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
+                              <span style={{ fontSize: 12, color: '#6B7280', fontWeight: 700 }}>
+                                {isExpanded ? '▾' : '▸'}
+                              </span>
+                              <span style={{ fontSize: 12, fontWeight: 700, color: '#111111' }}>
+                                {skill.name || '未命名技能'}
+                              </span>
+                              <span style={{
+                                padding: '2px 6px',
+                                borderRadius: 999,
+                                border: `1px solid ${isLocalSkill ? selectedAgent.colors.accent : '#D0D7DE'}`,
+                                color: isLocalSkill ? selectedAgent.colors.accent : '#6B7280',
+                                fontSize: 9,
+                                fontWeight: 700
+                              }}>
+                                {isLocalSkill ? '本地' : '共享'}
+                              </span>
+                            </div>
+                            <div style={{ fontSize: 11, color: '#4B5563', marginLeft: 20 }}>
+                              {skill.description || '-'}
+                            </div>
+                            <div style={{ fontSize: 10, color: '#6B7280', marginLeft: 20 }}>
+                              {isExpanded ? '点击收起详情' : '点击展开详情'}
+                            </div>
+                          </button>
+                          <div style={{ display: 'flex', gap: 6, alignItems: 'center' }}>
+                            <button
+                              type="button"
+                              onClick={() => onSkillToggle(skill.skill_name, !isEnabled)}
+                              disabled={!isConnected || saving}
+                              style={{
+                                padding: '7px 10px',
+                                borderRadius: 6,
+                                border: `1px solid ${isEnabled ? '#C62828' : '#1565C0'}`,
+                                background: isConnected && !saving ? (isEnabled ? '#FFF5F5' : '#EFF6FF') : '#E5E7EB',
+                                color: isEnabled ? '#C62828' : '#1565C0',
+                                fontSize: 10,
+                                fontWeight: 700,
+                                cursor: isConnected && !saving ? 'pointer' : 'not-allowed',
+                                whiteSpace: 'nowrap'
+                              }}
+                            >
+                              {saving ? '处理中' : isEnabled ? '禁用' : '启用'}
+                            </button>
+                            {isLocalSkill ? (
+                              <button
+                                type="button"
+                                onClick={() => onLocalSkillDelete(skill.skill_name)}
+                                disabled={!isConnected || saving}
+                                style={{
+                                  padding: '7px 10px',
+                                  borderRadius: 6,
+                                  border: '1px solid #C62828',
+                                  background: isConnected && !saving ? '#FFF5F5' : '#E5E7EB',
+                                  color: '#C62828',
+                                  fontSize: 10,
+                                  fontWeight: 700,
+                                  cursor: isConnected && !saving ? 'pointer' : 'not-allowed',
+                                  whiteSpace: 'nowrap'
+                                }}
+                              >
+                                {saving ? '处理中' : '删除'}
+                              </button>
+                            ) : (
+                              <button
+                                type="button"
+                                onClick={() => onRemoveSharedSkill(skill.skill_name)}
+                                disabled={!isConnected || saving}
+                                style={{
+                                  padding: '7px 10px',
+                                  borderRadius: 6,
+                                  border: '1px solid #C62828',
+                                  background: isConnected && !saving ? '#FFF5F5' : '#E5E7EB',
+                                  color: '#C62828',
+                                  fontSize: 10,
+                                  fontWeight: 700,
+                                  cursor: isConnected && !saving ? 'pointer' : 'not-allowed',
+                                  whiteSpace: 'nowrap'
+                                }}
+                              >
+                                {saving ? '处理中' : '移除'}
+                              </button>
+                            )}
+                          </div>
+                        </div>
+
+                        {isExpanded && (
+                          <div style={{
+                            marginLeft: 20,
+                            borderRadius: 8,
+                            border: '1px solid #E5E7EB',
+                            background: '#FFFFFF',
+                            padding: '10px 12px',
+                            display: 'grid',
+                            gap: 8
+                          }}>
+                            <div style={{
+                              fontSize: 11,
+                              color: '#1F2937',
+                              lineHeight: 1.6,
+                              whiteSpace: 'pre-wrap',
+                              fontFamily: '"Courier New", monospace'
+                            }}>
+                              {isDetailLoading
+                                ? '加载技能说明中...'
+                                : (skillDetail?.content || '暂无更详细的技能说明')}
+                            </div>
+                            {isLocalSkill && !isDetailLoading && (
+                              <div style={{ display: 'grid', gap: 8 }}>
+                                <div style={{ fontSize: 10, color: '#6B7280', fontWeight: 700 }}>
+                                  本地技能 SKILL.md
+                                </div>
+                                <textarea
+                                  value={skillDraft}
+                                  onChange={(e) => onLocalSkillDraftChange(skill.skill_name, e.target.value)}
+                                  style={{
+                                    minHeight: 220,
+                                    resize: 'vertical',
+                                    borderRadius: 8,
+                                    border: '1px solid #D0D7DE',
+                                    background: '#FFFFFF',
+                                    color: '#111111',
+                                    padding: '10px 12px',
+                                    fontSize: 11,
+                                    lineHeight: 1.6,
+                                    fontFamily: '"Courier New", monospace'
+                                  }}
+                                />
+                                <div style={{ display: 'flex', justifyContent: 'flex-end' }}>
+                                  <button
+                                    type="button"
+                                    onClick={() => onLocalSkillSave(skill.skill_name)}
+                                    disabled={!isConnected || saving || skillDraft === (skillDetail?.content || '')}
+                                    style={{
+                                      padding: '8px 12px',
+                                      borderRadius: 6,
+                                      border: '1px solid #1565C0',
+                                      background: isConnected && !saving && skillDraft !== (skillDetail?.content || '') ? '#0D47A1' : '#94A3B8',
+                                      color: '#FFFFFF',
+                                      fontSize: 10,
+                                      fontWeight: 700,
+                                      cursor: isConnected && !saving && skillDraft !== (skillDetail?.content || '') ? 'pointer' : 'not-allowed'
+                                    }}
+                                  >
+                                    {saving ? '保存中' : '保存本地技能'}
+                                  </button>
+                                </div>
+                              </div>
+                            )}
+                          </div>
+                        )}
+                      </div>
+                    );
+                  })}
+                </div>
+
+                {agentSkillsFeedback && (
+                  <span style={{
+                    color: agentSkillsFeedback.type === 'success' ? '#00C853' : '#FF5252',
+                    fontSize: 11,
+                    fontFamily: '"Courier New", monospace'
+                  }}>
+                    {agentSkillsFeedback.text}
+                  </span>
+                )}
+              </div>
+            </div>
+
+            <div style={{ display: 'grid', gap: 10 }}>
+              <div style={{
+                border: '1px solid #E5EAF1',
+                borderRadius: 12,
+                background: '#FCFDFE',
+                padding: 14,
+                display: 'grid',
+                gap: 10
+              }}>
+                <div style={{ display: 'grid', gap: 4 }}>
+                  <div style={{ fontSize: 12, fontWeight: 800, color: '#111111' }}>工作区文件编辑</div>
+                  <div style={{ fontSize: 11, color: '#6B7280' }}>
+                    直接调整该交易员的人设、协作方式和长期记忆文件
+                  </div>
+                </div>
+
+                <div style={{ display: 'flex', flexWrap: 'wrap', gap: 8 }}>
+                  {editableFiles.map((filename) => {
+                    const isActive = filename === selectedWorkspaceFile;
+                    return (
+                      <button
+                        key={filename}
+                        onClick={() => onWorkspaceFileChange(filename)}
+                        style={{
+                          padding: '7px 10px',
+                          borderRadius: 999,
+                          border: `1px solid ${isActive ? selectedAgent.colors.accent : '#D0D7DE'}`,
+                          background: isActive ? `${selectedAgent.colors.accent}12` : '#FFFFFF',
+                          color: isActive ? selectedAgent.colors.accent : '#4B5563',
+                          fontSize: 10,
+                          fontWeight: 700,
+                          cursor: 'pointer',
+                          fontFamily: '"Courier New", monospace'
+                        }}
+                      >
+                        {filename}
+                      </button>
+                    );
+                  })}
+                </div>
+
+                <textarea
+                  value={workspaceDraftContent}
+                  onChange={(e) => onWorkspaceDraftChange(e.target.value)}
+                  placeholder={isWorkspaceFileLoading ? '加载中...' : '输入 markdown 内容'}
+                  style={{
+                    minHeight: 280,
+                    resize: 'vertical',
+                    borderRadius: 8,
+                    border: '1px solid #D0D7DE',
+                    background: '#FFFFFF',
+                    color: '#111111',
+                    padding: '12px 14px',
+                    fontSize: 12,
+                    lineHeight: 1.6,
+                    fontFamily: '"Courier New", monospace'
+                  }}
+                />
+
+                <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', gap: 10, flexWrap: 'wrap' }}>
+                  <span style={{ fontSize: 10, color: '#6B7280', fontFamily: '"Courier New", monospace' }}>
+                    当前文件: {selectedWorkspaceFile}
+                  </span>
+                  <button
+                    onClick={onWorkspaceFileSave}
+                    disabled={!isConnected || isWorkspaceFileLoading || workspaceFileSavingKey !== null || workspaceDraftContent === workspaceFileContent}
+                    style={{
+                      padding: '9px 14px',
+                      borderRadius: 6,
+                      border: '1px solid #1565C0',
+                      background: isConnected && !isWorkspaceFileLoading && workspaceFileSavingKey === null && workspaceDraftContent !== workspaceFileContent ? '#0D47A1' : '#94A3B8',
+                      color: '#FFFFFF',
+                      fontSize: 11,
+                      fontWeight: 700,
+                      cursor: isConnected && !isWorkspaceFileLoading && workspaceFileSavingKey === null && workspaceDraftContent !== workspaceFileContent ? 'pointer' : 'not-allowed'
+                    }}
+                  >
+                    {workspaceFileSavingKey ? '保存中' : '保存文件'}
+                  </button>
+                </div>
+
+                {workspaceFileFeedback && (
+                  <span style={{
+                    color: workspaceFileFeedback.type === 'success' ? '#00C853' : '#FF5252',
+                    fontSize: 11,
+                    fontFamily: '"Courier New", monospace'
+                  }}>
+                    {workspaceFileFeedback.text}
+                  </span>
+                )}
+              </div>
+            </div>
+          </div>
+          </div>
+      </div>
+      {isSkillPickerOpen && createPortal((
+        <div
+          onClick={() => setIsSkillPickerOpen(false)}
+          style={{
+            position: 'fixed',
+            inset: 0,
+            background: 'rgba(15, 23, 42, 0.28)',
+            display: 'flex',
+            alignItems: 'center',
+            justifyContent: 'center',
+            padding: 24,
+            zIndex: 9998
+          }}
+        >
+          <div
+            onClick={(e) => e.stopPropagation()}
+            style={{
+              width: 'min(760px, 92vw)',
+              maxHeight: '80vh',
+              overflowY: 'auto',
+              borderRadius: 16,
+              border: '1px solid #D9E0E7',
+              background: '#FFFFFF',
+              boxShadow: '0 24px 60px rgba(15, 23, 42, 0.18)',
+              padding: 18,
+              paddingTop: 22,
+              display: 'grid',
+              gap: 16,
+              position: 'relative',
+              zIndex: 9999
+            }}
+          >
+            <button
+              type="button"
+              onClick={() => setIsSkillPickerOpen(false)}
+              style={{
+                position: 'absolute',
+                top: 16,
+                right: 16,
+                border: '1px solid #D0D7DE',
+                background: '#FFFFFF',
+                borderRadius: 999,
+                width: 40,
+                height: 40,
+                fontSize: 16,
+                lineHeight: 1,
+                color: '#111111',
+                display: 'flex',
+                alignItems: 'center',
+                justifyContent: 'center',
+                cursor: 'pointer',
+                boxShadow: '0 4px 12px rgba(15, 23, 42, 0.08)'
+              }}
+              aria-label="关闭技能管理"
+            >
+              ×
+            </button>
+
+            <div style={{ display: 'flex', justifyContent: 'space-between', gap: 12, alignItems: 'center', paddingRight: 56 }}>
+              <div style={{ display: 'grid', gap: 4 }}>
+                <div style={{ fontSize: 14, fontWeight: 800, color: '#111111' }}>技能管理</div>
+                <div style={{ fontSize: 11, color: '#6B7280' }}>
+                  为 {selectedAgent.name} 添加共享技能，或创建本地技能
+                </div>
+              </div>
+            </div>
+
+            <div style={{
+              border: '1px solid #E5EAF1',
+              borderRadius: 12,
+              background: '#FCFDFE',
+              padding: 14,
+              display: 'grid',
+              gap: 10
+            }}>
+              <div style={{ fontSize: 12, fontWeight: 800, color: '#111111' }}>创建本地技能</div>
+              <div style={{ display: 'flex', gap: 8, alignItems: 'center' }}>
+                <input
+                  value={newLocalSkillName}
+                  onChange={(e) => setNewLocalSkillName(e.target.value)}
+                  placeholder="输入技能名，例如 event_playbook"
+                  style={{
+                    flex: 1,
+                    padding: '8px 10px',
+                    borderRadius: 8,
+                    border: '1px solid #D0D7DE',
+                    background: '#FFFFFF',
+                    color: '#111111',
+                    fontSize: 11,
+                    fontFamily: '"Courier New", monospace'
+                  }}
+                />
+                <button
+                  type="button"
+                  onClick={() => {
+                    if (onCreateLocalSkill) {
+                      onCreateLocalSkill(newLocalSkillName);
+                      setNewLocalSkillName('');
+                    }
+                  }}
+                  disabled={!isConnected || !newLocalSkillName.trim()}
+                  style={{
+                    padding: '8px 12px',
+                    borderRadius: 8,
+                    border: '1px solid #1565C0',
+                    background: isConnected && newLocalSkillName.trim() ? '#EFF6FF' : '#E5E7EB',
+                    color: '#1565C0',
+                    fontSize: 11,
+                    fontWeight: 700,
+                    cursor: isConnected && newLocalSkillName.trim() ? 'pointer' : 'not-allowed',
+                    whiteSpace: 'nowrap'
+                  }}
+                >
+                  创建
+                </button>
+              </div>
+            </div>
+
+            <div style={{
+              border: '1px solid #E5EAF1',
+              borderRadius: 12,
+              background: '#FCFDFE',
+              padding: 14,
+              display: 'grid',
+              gap: 10
+            }}>
+              <div style={{ fontSize: 12, fontWeight: 800, color: '#111111' }}>添加共享技能</div>
+              <div style={{
+                border: '1px solid #E5E7EB',
+                background: '#FFFFFF',
+                borderRadius: 8,
+                padding: '10px 12px',
+                display: 'grid',
+                gap: 10,
+                maxHeight: 360,
+                overflowY: 'auto'
+              }}>
+                {availableSkills.length === 0 ? (
+                  <div style={{ fontSize: 11, color: '#6B7280' }}>没有可添加的共享技能</div>
+                ) : availableSkills.map((skill) => {
+                  const saving = agentSkillsSavingKey === `${selectedAgentId}:${skill.skill_name}`;
+                  return (
+                    <div
+                      key={skill.skill_name}
+                      style={{
+                        display: 'flex',
+                        justifyContent: 'space-between',
+                        gap: 12,
+                        alignItems: 'flex-start',
+                        paddingBottom: 10,
+                        borderBottom: '1px dashed #D7DEE7'
+                      }}
+                    >
+                      <div style={{ display: 'grid', gap: 4 }}>
+                        <div style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
+                          <span style={{ fontSize: 12, fontWeight: 700, color: '#111111' }}>
+                            {skill.name || skill.skill_name}
+                          </span>
+                          <span style={{
+                            padding: '2px 6px',
+                            borderRadius: 999,
+                            border: '1px solid #D0D7DE',
+                            color: '#6B7280',
+                            fontSize: 9,
+                            fontWeight: 700
+                          }}>
+                            共享
+                          </span>
+                        </div>
+                        <div style={{ fontSize: 11, color: '#4B5563' }}>
+                          {skill.description || '-'}
+                        </div>
+                      </div>
+                      <button
+                        type="button"
+                        onClick={() => onSkillToggle(skill.skill_name, true)}
+                        disabled={!isConnected || saving}
+                        style={{
+                          padding: '7px 10px',
+                          borderRadius: 6,
+                          border: '1px solid #1565C0',
+                          background: isConnected && !saving ? '#EFF6FF' : '#E5E7EB',
+                          color: '#1565C0',
+                          fontSize: 10,
+                          fontWeight: 700,
+                          cursor: isConnected && !saving ? 'pointer' : 'not-allowed',
+                          whiteSpace: 'nowrap'
+                        }}
+                      >
+                        {saving ? '处理中' : '添加'}
+                      </button>
+                    </div>
+                  );
+                })}
+              </div>
+            </div>
+          </div>
+        </div>
+      ), document.body)}
+    </div>
+  );
+}