确认PokieTicker新闻库数据源

backend/agents/portfolio_manager.py

@@ -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