Align branding, prompts, and deployment tooling

backend/tests/test_agent_workspace.py

@@ -13,7 +13,7 @@ class _DummyToolkit:
         return ""
 
 
-def test_workspace_manager_creates_extended_agent_files(tmp_path):
+def test_workspace_manager_creates_core_agent_files(tmp_path):
     manager = WorkspaceManager(project_root=tmp_path)
 
     manager.initialize_default_assets(
@@ -27,7 +27,7 @@ def test_workspace_manager_creates_extended_agent_files(tmp_path):
     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 / "POLICY.md").exists()
     assert (asset_dir / "agent.yaml").exists()
     assert (asset_dir / "skills" / "installed").is_dir()
     assert (asset_dir / "skills" / "active").is_dir()
@@ -35,6 +35,22 @@ def test_workspace_manager_creates_extended_agent_files(tmp_path):
     assert (asset_dir / "skills" / "local").is_dir()
 
 
+def test_workspace_manager_seeds_risk_prompt_content(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"
+    soul = (asset_dir / "SOUL.md").read_text(encoding="utf-8")
+    guide = (asset_dir / "AGENTS.md").read_text(encoding="utf-8")
+
+    assert "风险管理经理" in soul
+    assert "优先使用可用的风险工具量化集中度" in guide
+
+
 def test_agent_workspace_config_controls_prompt_files(tmp_path, monkeypatch):
     manager = WorkspaceManager(project_root=tmp_path)
     manager.initialize_default_assets(
@@ -72,6 +88,32 @@ def test_agent_workspace_config_controls_prompt_files(tmp_path, monkeypatch):
     assert "profile-line" not in prompt
 
 
+def test_prompt_is_built_from_workspace_defaults_without_system_templates(tmp_path, monkeypatch):
+    manager = WorkspaceManager(project_root=tmp_path)
+    manager.initialize_default_assets(
+        config_name="demo",
+        agent_ids=["portfolio_manager"],
+        analyst_personas={},
+    )
+
+    from backend.agents import prompt_factory
+
+    monkeypatch.setattr(
+        prompt_factory,
+        "SkillsManager",
+        lambda: SkillsManager(project_root=tmp_path),
+    )
+
+    prompt = build_agent_system_prompt(
+        agent_id="portfolio_manager",
+        config_name="demo",
+        toolkit=_DummyToolkit(),
+    )
+
+    assert "投资组合经理" in prompt
+    assert "使用 `make_decision` 工具记录每个股票的最终决策" 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"):

backend/tests/test_gateway_support_modules.py

@@ -8,24 +8,6 @@ import pytest
 from backend.services import gateway_cycle_support, gateway_runtime_support
 
 
-class _DummyDashboard:
-    def __init__(self):
-        self.updated = []
-        self.tickers = []
-        self.initial_cash = None
-        self.enable_memory = False
-        self.days_total = 0
-
-    def update(self, **kwargs):
-        self.updated.append(kwargs)
-
-    def stop(self):
-        return None
-
-    def print_final_summary(self):
-        return None
-
-
 class _DummyScheduler:
     def __init__(self):
         self.calls = []
@@ -128,7 +110,6 @@ def make_gateway_stub():
         },
         storage=_DummyStorage(),
         state_sync=_DummyStateSync(),
-        _dashboard=_DummyDashboard(),
         _watchlist_ingest_task=None,
         _market_status_task=None,
         _backtest_task=None,

backend/tests/test_heartbeat_hook.py

@@ -1,69 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Tests for HeartbeatHook."""
-import tempfile
-from pathlib import Path
-
-import pytest
-
-from backend.agents.base.hooks import HeartbeatHook
-
-
-class TestHeartbeatHook:
-    """Tests for HeartbeatHook._read_heartbeat_content."""
-
-    def test_read_heartbeat_content_with_content(self, tmp_path):
-        """Test reading HEARTBEAT.md when it exists and has content."""
-        ws_dir = tmp_path / "analyst_workspace"
-        ws_dir.mkdir()
-        hb_file = ws_dir / "HEARTBEAT.md"
-        hb_file.write_text("# 定期主动检查\n\n- [ ] 持仓是否健康\n", encoding="utf-8")
-
-        hook = HeartbeatHook(workspace_dir=ws_dir)
-        content = hook._read_heartbeat_content()
-
-        assert content is not None
-        assert "# 定期主动检查" in content
-        assert "持仓是否健康" in content
-
-    def test_read_heartbeat_content_absent(self, tmp_path):
-        """Test reading when HEARTBEAT.md does not exist."""
-        ws_dir = tmp_path / "analyst_workspace"
-        ws_dir.mkdir()
-
-        hook = HeartbeatHook(workspace_dir=ws_dir)
-        content = hook._read_heartbeat_content()
-
-        assert content is None
-
-    def test_read_heartbeat_content_empty(self, tmp_path):
-        """Test reading when HEARTBEAT.md is empty."""
-        ws_dir = tmp_path / "analyst_workspace"
-        ws_dir.mkdir()
-        hb_file = ws_dir / "HEARTBEAT.md"
-        hb_file.write_text("", encoding="utf-8")
-
-        hook = HeartbeatHook(workspace_dir=ws_dir)
-        content = hook._read_heartbeat_content()
-
-        assert content is None
-
-    def test_read_heartbeat_content_whitespace_only(self, tmp_path):
-        """Test reading when HEARTBEAT.md contains only whitespace."""
-        ws_dir = tmp_path / "analyst_workspace"
-        ws_dir.mkdir()
-        hb_file = ws_dir / "HEARTBEAT.md"
-        hb_file.write_text("   \n\n  ", encoding="utf-8")
-
-        hook = HeartbeatHook(workspace_dir=ws_dir)
-        content = hook._read_heartbeat_content()
-
-        assert content is None
-
-    def test_completed_flag_path(self, tmp_path):
-        """Test that completion flag is placed in workspace directory."""
-        ws_dir = tmp_path / "analyst_workspace"
-        ws_dir.mkdir()
-
-        hook = HeartbeatHook(workspace_dir=ws_dir)
-
-        assert hook._completed_flag == ws_dir / ".heartbeat_completed"

backend/tests/test_market_ingest.py

@@ -0,0 +1,81 @@
+# -*- coding: utf-8 -*-
+"""Tests for market ingest watermark handling."""
+
+from backend.data import market_ingest
+
+
+class _FakeStore:
+    def __init__(self, *, last_news_fetch=None, latest_news_date=None):
+        self._watermarks = {
+            "symbol": "AAPL",
+            "last_price_fetch": None,
+            "last_news_fetch": last_news_fetch,
+        }
+        self._latest_news_date = latest_news_date
+        self.updated = []
+
+    def get_ticker_watermarks(self, symbol):
+        return dict(self._watermarks)
+
+    def get_latest_news_date(self, symbol):
+        return self._latest_news_date
+
+    def upsert_ticker(self, **kwargs):
+        return None
+
+    def upsert_ohlc(self, symbol, rows, source="polygon"):
+        return len(rows)
+
+    def upsert_news(self, symbol, rows, source="polygon"):
+        return len(rows)
+
+    def update_fetch_watermark(self, **kwargs):
+        self.updated.append(kwargs)
+
+
+def test_refresh_news_incremental_does_not_advance_watermark_without_news(monkeypatch):
+    store = _FakeStore(last_news_fetch="2026-03-28", latest_news_date="2026-03-28")
+
+    monkeypatch.setattr(market_ingest, "fetch_ticker_details", lambda ticker: {"name": ticker, "sic_description": None, "active": True})
+
+    class _Router:
+        def get_company_news(self, **kwargs):
+            return [], "polygon"
+
+    monkeypatch.setattr(market_ingest, "DataProviderRouter", lambda: _Router())
+    monkeypatch.setattr(market_ingest, "align_news_for_symbol", lambda store, ticker: 0)
+
+    result = market_ingest.refresh_news_incremental(
+        "AAPL",
+        end_date="2026-03-29",
+        store=store,
+    )
+
+    assert result["start_news_date"] == "2026-03-29"
+    assert result["news"] == 0
+    assert store.updated[-1]["news_date"] is None
+
+
+def test_refresh_news_incremental_clamps_future_watermark_to_latest_stored_date(monkeypatch):
+    store = _FakeStore(last_news_fetch="2026-03-30", latest_news_date="2026-03-28")
+    captured = {}
+
+    monkeypatch.setattr(market_ingest, "fetch_ticker_details", lambda ticker: {"name": ticker, "sic_description": None, "active": True})
+
+    class _Router:
+        def get_company_news(self, **kwargs):
+            captured.update(kwargs)
+            return [], "polygon"
+
+    monkeypatch.setattr(market_ingest, "DataProviderRouter", lambda: _Router())
+    monkeypatch.setattr(market_ingest, "align_news_for_symbol", lambda store, ticker: 0)
+
+    result = market_ingest.refresh_news_incremental(
+        "AAPL",
+        end_date="2026-03-29",
+        store=store,
+    )
+
+    assert result["start_news_date"] == "2026-03-29"
+    assert captured["start_date"] == "2026-03-29"
+    assert captured["end_date"] == "2026-03-29"