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确认PokieTicker新闻库数据源

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This commit is contained in:
cillin
2026-03-16 02:19:25 +08:00
parent 78f133617f
commit 564c92c0c8
182 changed files with 6436 additions and 1050 deletions
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24
backend/agents/analyst.py
View File

@@ -48,15 +48,19 @@ class AnalystAgent(ReActAgent):
f"Must be one of: {list(ANALYST_TYPES.keys())}",
)
self.analyst_type_key = analyst_type
self.analyst_persona = ANALYST_TYPES[analyst_type]["display_name"]
object.__setattr__(self, "analyst_type_key", analyst_type)
object.__setattr__(
self,
"analyst_persona",
ANALYST_TYPES[analyst_type]["display_name"],
)
if agent_id is None:
agent_id = analyst_type
self.agent_id = agent_id
object.__setattr__(self, "agent_id", agent_id)
self.config = config or {}
self.toolkit = toolkit
object.__setattr__(self, "config", config or {})
object.__setattr__(self, "toolkit", toolkit)
sys_prompt = self._load_system_prompt()
kwargs = {
@@ -125,4 +129,12 @@ class AnalystAgent(ReActAgent):
self.config.get("config_name", "default"),
active_skill_dirs=active_skill_dirs,
)
self.sys_prompt = self._load_system_prompt()
self._apply_runtime_sys_prompt(self._load_system_prompt())
def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
"""Update the prompt used by future turns and the cached system msg."""
self._sys_prompt = sys_prompt
for msg, _marks in self.memory.content:
if getattr(msg, "role", None) == "system":
msg.content = sys_prompt
break

84
backend/agents/portfolio_manager.py
View File

@@ -38,21 +38,29 @@ class PMAgent(ReActAgent):
toolkit_factory_kwargs: Optional[Dict[str, Any]] = None,
toolkit: Optional[Toolkit] = None,
):
self.config = config or {}
object.__setattr__(self, "config", config or {})
# Portfolio state
self.portfolio = {
"cash": initial_cash,
"positions": {},
"margin_used": 0.0,
"margin_requirement": margin_requirement,
}
object.__setattr__(
self,
"portfolio",
{
"cash": initial_cash,
"positions": {},
"margin_used": 0.0,
"margin_requirement": margin_requirement,
},
)
# Decisions made in current cycle
self._decisions: Dict[str, Dict] = {}
object.__setattr__(self, "_decisions", {})
toolkit_factory_kwargs = toolkit_factory_kwargs or {}
self._toolkit_factory = toolkit_factory
self._toolkit_factory_kwargs = toolkit_factory_kwargs
object.__setattr__(self, "_toolkit_factory", toolkit_factory)
object.__setattr__(
self,
"_toolkit_factory_kwargs",
toolkit_factory_kwargs,
)
# Create toolkit after local state is ready so bound tool methods can be registered.
if toolkit is None:
@@ -65,7 +73,7 @@ class PMAgent(ReActAgent):
)
else:
toolkit = self._create_toolkit()
self.toolkit = toolkit
object.__setattr__(self, "toolkit", toolkit)
sys_prompt = build_agent_system_prompt(
agent_id=name,
@@ -205,6 +213,42 @@ class PMAgent(ReActAgent):
"""Update portfolio after external execution"""
self.portfolio.update(portfolio)
def _has_open_positions(self) -> bool:
"""Return whether the current portfolio still has non-zero positions."""
for position in self.portfolio.get("positions", {}).values():
if position.get("long", 0) or position.get("short", 0):
return True
return False
def can_apply_initial_cash(self) -> bool:
"""Only allow cash rebasing before any positions or margin exist."""
return (
not self._has_open_positions()
and float(self.portfolio.get("margin_used", 0.0) or 0.0) == 0.0
)
def apply_runtime_portfolio_config(
self,
*,
margin_requirement: Optional[float] = None,
initial_cash: Optional[float] = None,
) -> Dict[str, bool]:
"""Apply safe run-time portfolio config updates."""
result = {
"margin_requirement": False,
"initial_cash": False,
}
if margin_requirement is not None:
self.portfolio["margin_requirement"] = float(margin_requirement)
result["margin_requirement"] = True
if initial_cash is not None and self.can_apply_initial_cash():
self.portfolio["cash"] = float(initial_cash)
result["initial_cash"] = True
return result
def reload_runtime_assets(self, active_skill_dirs: Optional[list] = None) -> None:
"""Reload toolkit and system prompt from current run assets."""
from .toolkit_factory import create_agent_toolkit
@@ -221,8 +265,18 @@ class PMAgent(ReActAgent):
owner=self,
**toolkit_kwargs,
)
self.sys_prompt = build_agent_system_prompt(
agent_id=self.name,
config_name=self.config.get("config_name", "default"),
toolkit=self.toolkit,
self._apply_runtime_sys_prompt(
build_agent_system_prompt(
agent_id=self.name,
config_name=self.config.get("config_name", "default"),
toolkit=self.toolkit,
),
)
def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
"""Update the prompt used by future turns and the cached system msg."""
self._sys_prompt = sys_prompt
for msg, _marks in self.memory.content:
if getattr(msg, "role", None) == "system":
msg.content = sys_prompt
break

16
backend/agents/risk_manager.py
View File

@@ -39,12 +39,12 @@ class RiskAgent(ReActAgent):
config: Configuration dictionary
long_term_memory: Optional ReMeTaskLongTermMemory instance
"""
self.config = config or {}
self.agent_id = name
object.__setattr__(self, "config", config or {})
object.__setattr__(self, "agent_id", name)
if toolkit is None:
toolkit = Toolkit()
self.toolkit = toolkit
object.__setattr__(self, "toolkit", toolkit)
sys_prompt = self._load_system_prompt()
@@ -99,4 +99,12 @@ class RiskAgent(ReActAgent):
self.config.get("config_name", "default"),
active_skill_dirs=active_skill_dirs,
)
self.sys_prompt = self._load_system_prompt()
self._apply_runtime_sys_prompt(self._load_system_prompt())
def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
"""Update the prompt used by future turns and the cached system msg."""
self._sys_prompt = sys_prompt
for msg, _marks in self.memory.content:
if getattr(msg, "role", None) == "system":
msg.content = sys_prompt
break

63
backend/agents/skills_manager.py
View File

@@ -62,6 +62,59 @@ class SkillsManager:
raise FileNotFoundError(f"Unknown skill: {skill_name}")
def _persist_runtime_edits(
self,
config_name: str,
skill_name: str,
active_dir: Path,
) -> None:
"""
Persist run-time edits from active skills into customized skills.
This keeps active skill experiments from being lost on the next reload
while still allowing the active directory to be re-synced cleanly.
"""
if not active_dir.exists():
return
source_dir = self._resolve_source_dir(skill_name)
if active_dir.resolve() == source_dir.resolve():
return
if not self._directories_match(active_dir, source_dir):
customized_dir = self.customized_root / skill_name
customized_dir.parent.mkdir(parents=True, exist_ok=True)
if customized_dir.exists():
shutil.rmtree(customized_dir)
shutil.copytree(active_dir, customized_dir)
@staticmethod
def _directories_match(left: Path, right: Path) -> bool:
"""Compare two directory trees by file contents."""
if not left.exists() or not right.exists():
return False
left_items = sorted(
path.relative_to(left)
for path in left.rglob("*")
)
right_items = sorted(
path.relative_to(right)
for path in right.rglob("*")
)
if left_items != right_items:
return False
for relative_path in left_items:
left_path = left / relative_path
right_path = right / relative_path
if left_path.is_dir() != right_path.is_dir():
return False
if left_path.is_file():
if left_path.read_bytes() != right_path.read_bytes():
return False
return True
def resolve_agent_skill_names(
self,
config_name: str,
@@ -103,12 +156,22 @@ class SkillsManager:
for existing in active_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:
source_dir = self._resolve_source_dir(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)