feat: Refactor services architecture and update project structure

- Remove Docker-based microservices (docker-compose.yml, Makefile, Dockerfiles)
- Update start-dev.sh to use backend.app:app entry point
- Add shared schema and client modules for service communication
- Add team coordination modules (messenger, registry, task_delegator, coordinator)
- Add evaluation hooks and skill adaptation hooks
- Add skill template and gateway server
- Update frontend WebSocket URL configuration
- Add explain components for insider and technical analysis

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-03-20 00:57:09 +08:00
parent 4b5ac86b83
commit 5b925fbe02
27 changed files with 4213 additions and 1 deletions

51
shared/schema/__init__.py Normal file
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# -*- coding: utf-8 -*-
"""Shared schema package for EvoTraders services."""
from shared.schema.price import Price, PriceResponse
from shared.schema.financial import (
FinancialMetrics,
FinancialMetricsResponse,
LineItem,
LineItemResponse,
)
from shared.schema.portfolio import Position, Portfolio
from shared.schema.signals import (
AnalystSignal,
TickerAnalysis,
AgentStateData,
AgentStateMetadata,
)
from shared.schema.market import (
InsiderTrade,
InsiderTradeResponse,
CompanyNews,
CompanyNewsResponse,
CompanyFacts,
CompanyFactsResponse,
)
__all__ = [
# Price
"Price",
"PriceResponse",
# Financial
"FinancialMetrics",
"FinancialMetricsResponse",
"LineItem",
"LineItemResponse",
# Portfolio
"Position",
"Portfolio",
# Signals
"AnalystSignal",
"TickerAnalysis",
"AgentStateData",
"AgentStateMetadata",
# Market
"InsiderTrade",
"InsiderTradeResponse",
"CompanyNews",
"CompanyNewsResponse",
"CompanyFacts",
"CompanyFactsResponse",
]

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# -*- coding: utf-8 -*-
"""Financial-related schemas."""
from pydantic import BaseModel
class FinancialMetrics(BaseModel):
ticker: str
report_period: str
period: str
currency: str
market_cap: float | None
enterprise_value: float | None
price_to_earnings_ratio: float | None
price_to_book_ratio: float | None
price_to_sales_ratio: float | None
enterprise_value_to_ebitda_ratio: float | None
enterprise_value_to_revenue_ratio: float | None
free_cash_flow_yield: float | None
peg_ratio: float | None
gross_margin: float | None
operating_margin: float | None
net_margin: float | None
return_on_equity: float | None
return_on_assets: float | None
return_on_invested_capital: float | None
asset_turnover: float | None
inventory_turnover: float | None
receivables_turnover: float | None
days_sales_outstanding: float | None
operating_cycle: float | None
working_capital_turnover: float | None
current_ratio: float | None
quick_ratio: float | None
cash_ratio: float | None
operating_cash_flow_ratio: float | None
debt_to_equity: float | None
debt_to_assets: float | None
interest_coverage: float | None
revenue_growth: float | None
earnings_growth: float | None
book_value_growth: float | None
earnings_per_share_growth: float | None
free_cash_flow_growth: float | None
operating_income_growth: float | None
ebitda_growth: float | None
payout_ratio: float | None
earnings_per_share: float | None
book_value_per_share: float | None
free_cash_flow_per_share: float | None
class FinancialMetricsResponse(BaseModel):
financial_metrics: list[FinancialMetrics]
class LineItem(BaseModel):
ticker: str
report_period: str
period: str
currency: str
# Allow additional fields dynamically
model_config = {"extra": "allow"}
class LineItemResponse(BaseModel):
search_results: list[LineItem]

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shared/schema/market.py Normal file
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# -*- coding: utf-8 -*-
"""Market data-related schemas."""
from pydantic import BaseModel
class InsiderTrade(BaseModel):
ticker: str
issuer: str | None = None
name: str | None = None
title: str | None = None
is_board_director: bool | None = None
transaction_date: str | None = None
transaction_shares: float | None = None
transaction_price_per_share: float | None = None
transaction_value: float | None = None
shares_owned_before_transaction: float | None = None
shares_owned_after_transaction: float | None = None
security_title: str | None = None
filing_date: str
class InsiderTradeResponse(BaseModel):
insider_trades: list[InsiderTrade]
class CompanyNews(BaseModel):
category: str | None = None
ticker: str
title: str
related: str | None = None
source: str
date: str | None = None
url: str
summary: str | None = None
class CompanyNewsResponse(BaseModel):
news: list[CompanyNews]
class CompanyFacts(BaseModel):
ticker: str
name: str
cik: str | None = None
industry: str | None = None
sector: str | None = None
category: str | None = None
exchange: str | None = None
is_active: bool | None = None
listing_date: str | None = None
location: str | None = None
market_cap: float | None = None
number_of_employees: int | None = None
sec_filings_url: str | None = None
sic_code: str | None = None
sic_industry: str | None = None
sic_sector: str | None = None
website_url: str | None = None
weighted_average_shares: int | None = None
class CompanyFactsResponse(BaseModel):
company_facts: CompanyFacts

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# -*- coding: utf-8 -*-
"""Portfolio-related schemas."""
from pydantic import BaseModel
class Position(BaseModel):
"""Position information - for Portfolio mode"""
long: int = 0 # Long position quantity (shares)
short: int = 0 # Short position quantity (shares)
long_cost_basis: float = 0.0 # Long position average cost
short_cost_basis: float = 0.0 # Short position average cost
class Portfolio(BaseModel):
"""Portfolio - for Portfolio mode"""
cash: float = 100000.0 # Available cash
positions: dict[str, Position] = {} # ticker -> Position mapping
# Margin requirement (0.0 means shorting disabled, 0.5 means 50% margin)
margin_requirement: float = 0.0
margin_used: float = 0.0 # Margin used

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shared/schema/price.py Normal file
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# -*- coding: utf-8 -*-
"""Price-related schemas."""
from pydantic import BaseModel
class Price(BaseModel):
open: float
close: float
high: float
low: float
volume: int
time: str
class PriceResponse(BaseModel):
ticker: str
prices: list[Price]

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shared/schema/signals.py Normal file
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# -*- coding: utf-8 -*-
"""Signal and analysis-related schemas."""
from pydantic import BaseModel
from shared.schema.portfolio import Portfolio
class AnalystSignal(BaseModel):
signal: str | None = None
confidence: float | None = None
reasoning: dict | str | None = None
# Extended fields for richer signal information
reasons: list[str] | None = None # Core drivers/reasons for the signal
risks: list[str] | None = None # Key risk factors
invalidation: str | None = None # Conditions that would invalidate the thesis
next_action: str | None = None # Suggested next action for PM
# Valuation-related fields
intrinsic_value: float | None = None # DCF intrinsic value
fair_value_range: dict | None = None # {bear, base, bull} fair value range
value_gap_pct: float | None = None # Value gap percentage
valuation_methods: list[str] | None = None # List of valuation methods used
max_position_size: float | None = None # For risk management signals
class TickerAnalysis(BaseModel):
ticker: str
analyst_signals: dict[str, AnalystSignal] # agent_name -> signal mapping
class AgentStateData(BaseModel):
tickers: list[str]
portfolio: Portfolio
start_date: str
end_date: str
ticker_analyses: dict[str, TickerAnalysis] # ticker -> analysis mapping
class AgentStateMetadata(BaseModel):
show_reasoning: bool = False
model_config = {"extra": "allow"}