refactor: remove mock trading functionality from backend and frontend

Removes all mock price simulation features:
- Delete MockPriceManager from backend/data/
- Remove mock_mode, enable_mock, is_mock_mode flags from services
- Remove mock CLI options and config
- Remove mock mode UI components and state from frontend
- Update tests to remove mock references

Now system supports only live and backtest modes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

.env.example

@@ -0,0 +1,41 @@
+# Copy this file to `.env` for local development.
+# Keep `.env` untracked and never paste real secrets into tracked files.
+
+# ================== General Configuration | 通用配置 ==================
+TICKERS=AAPL,MSFT,GOOGL,NVDA,TSLA,META,AMZN
+
+# Financial Data API
+# At least `FINANCIAL_DATASETS_API_KEY` is required when using `FIN_DATA_SOURCE=financial_datasets`.
+# `FINNHUB_API_KEY` is recommended for `FIN_DATA_SOURCE=finnhub` and required for live mode.
+FIN_DATA_SOURCE=finnhub
+ENABLED_DATA_SOURCES=financial_datasets,finnhub,yfinance,local_csv
+FINANCIAL_DATASETS_API_KEY=
+FINNHUB_API_KEY=
+POLYGON_API_KEY=
+MARKET_DB_PATH=
+
+# Model API
+OPENAI_API_KEY=
+OPENAI_BASE_URL=
+MODEL_NAME=qwen3-max-preview
+EXPLAIN_ENRICH_USE_LLM=false
+EXPLAIN_ENRICH_MODEL_PROVIDER=
+EXPLAIN_ENRICH_MODEL_NAME=
+EXPLAIN_RANGE_USE_LLM=
+
+# Memory module
+MEMORY_API_KEY=
+
+# ================== Agent-Specific Model Configuration | Agent特定模型配置 ==================
+AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
+AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
+AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
+AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
+AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
+AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
+
+# ================== Advanced Configuration | 高阶配置 ==================
+MAX_COMM_CYCLES=2
+MARGIN_REQUIREMENT=0.5
+DATA_START_DATE=2022-01-01
+AUTO_UPDATE_DATA=true

.gitignore

@@ -54,10 +54,13 @@ outputs/
 /smoke_live_mock/
 
 # Local tooling state
-/.omc/
+.omc/
 /.pydeps/
 /referance/
 
+# Run outputs
+/runs/
+
 # Data files
 backend/data/ret_data/
 

.omc/project-memory.json

@@ -1,6 +1,6 @@
 {
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+  "lastScanned": 1774313111650,
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   "techStack": {
     "languages": [
@@ -11,14 +11,6 @@
         "markers": [
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         ]
-      },
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-        "version": null,
-        "confidence": "high",
-        "markers": [
-          "Makefile"
-        ]
       }
     ],
     "frameworks": [
@@ -32,8 +24,8 @@
     "runtime": null
   },
   "build": {
-    "buildCommand": "make build",
+    "buildCommand": null,
-    "testCommand": "make test",
+    "testCommand": "pytest",
     "lintCommand": "ruff check",
     "devCommand": null,
     "scripts": {}
@@ -58,24 +50,13 @@
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+        "market_research.db",
+        "market_research.db-shm",
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+      ]
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     "evotraders.egg-info": {
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@@ -128,7 +113,7 @@
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@@ -141,51 +126,41 @@
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         "2026-03-18_23-17-30.log",
-        "2026-03-19_00-18-04.log"
+        "2026-03-19_00-18-04.log",
-      ]
+        "2026-03-19_00-34-21.log"
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@@ -194,7 +169,7 @@
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@@ -203,43 +178,21 @@
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@@ -250,7 +203,7 @@
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@@ -283,7 +236,7 @@
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@@ -293,331 +246,261 @@
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.omc/state/hud-state.json

@@ -1,6 +1,6 @@
 {
-  "timestamp": "2026-03-19T16:36:52.471Z",
+  "timestamp": "2026-03-24T07:58:12.123Z",
   "backgroundTasks": [],
-  "sessionStartTimestamp": "2026-03-19T16:36:42.224Z",
+  "sessionStartTimestamp": "2026-03-24T07:58:09.417Z",
-  "sessionId": "ef02339a-1eec-4c7a-95ac-c8cfa0b5067d"
+  "sessionId": "fda34772-7bd2-402e-86b2-d656296416f3"
 }

.omc/state/hud-stdin-cache.json

@@ -1 +1 @@
-{"session_id":"ef02339a-1eec-4c7a-95ac-c8cfa0b5067d","transcript_path":"/Users/cillin/.claude/projects/-Users-cillin-workspeace-evotraders/ef02339a-1eec-4c7a-95ac-c8cfa0b5067d.jsonl","cwd":"/Users/cillin/workspeace/evotraders","model":{"id":"MiniMax-M2.7-highspeed","display_name":"MiniMax-M2.7-highspeed"},"workspace":{"current_dir":"/Users/cillin/workspeace/evotraders","project_dir":"/Users/cillin/workspeace/evotraders","added_dirs":[]},"version":"2.1.78","output_style":{"name":"default"},"cost":{"total_cost_usd":17.458779250000003,"total_duration_ms":1866224,"total_api_duration_ms":1188013,"total_lines_added":257,"total_lines_removed":290},"context_window":{"total_input_tokens":195204,"total_output_tokens":48917,"context_window_size":200000,"current_usage":{"input_tokens":481,"output_tokens":0,"cache_creation_input_tokens":149,"cache_read_input_tokens":163286},"used_percentage":82,"remaining_percentage":18},"exceeds_200k_tokens":false}
+{"session_id":"fda34772-7bd2-402e-86b2-d656296416f3","transcript_path":"/Users/cillin/.claude/projects/-Users-cillin-workspeace-evotraders/fda34772-7bd2-402e-86b2-d656296416f3.jsonl","cwd":"/Users/cillin/workspeace/evotraders","model":{"id":"MiniMax-M2.7-highspeed","display_name":"MiniMax-M2.7-highspeed"},"workspace":{"current_dir":"/Users/cillin/workspeace/evotraders","project_dir":"/Users/cillin/workspeace/evotraders","added_dirs":[]},"version":"2.1.78","output_style":{"name":"default"},"cost":{"total_cost_usd":36.63980749999998,"total_duration_ms":69778027,"total_api_duration_ms":2925118,"total_lines_added":3056,"total_lines_removed":4537},"context_window":{"total_input_tokens":910503,"total_output_tokens":145207,"context_window_size":200000,"current_usage":{"input_tokens":507,"output_tokens":247,"cache_creation_input_tokens":4132,"cache_read_input_tokens":96553},"used_percentage":51,"remaining_percentage":49},"exceeds_200k_tokens":false}

.omc/state/idle-notif-cooldown.json

@@ -1,3 +1,3 @@
 {
-  "lastSentAt": "2026-03-19T17:02:32.170Z"
+  "lastSentAt": "2026-03-24T08:58:57.965Z"
 }

.omc/state/subagent-tracking.json

@@ -1,17 +1,26 @@
 {
   "agents": [
     {
-      "agent_id": "a8305a91e192b2196",
+      "agent_id": "abeaf609b74a2b7ee",
       "agent_type": "Explore",
-      "started_at": "2026-03-19T17:00:33.284Z",
+      "started_at": "2026-03-24T08:01:40.015Z",
       "parent_mode": "none",
       "status": "completed",
-      "completed_at": "2026-03-19T17:02:19.439Z",
+      "completed_at": "2026-03-24T08:02:31.822Z",
-      "duration_ms": 106155
+      "duration_ms": 51807
+    },
+    {
+      "agent_id": "afb6750eaae72bc72",
+      "agent_type": "Explore",
+      "started_at": "2026-03-24T08:56:21.471Z",
+      "parent_mode": "none",
+      "status": "completed",
+      "completed_at": "2026-03-24T08:57:27.856Z",
+      "duration_ms": 66385
     }
   ],
-  "total_spawned": 1,
+  "total_spawned": 2,
-  "total_completed": 1,
+  "total_completed": 2,
   "total_failed": 0,
-  "last_updated": "2026-03-19T17:02:39.175Z"
+  "last_updated": "2026-03-24T08:59:06.380Z"
 }

CLAUDE.md

@@ -1,5 +1,7 @@
 # CLAUDE.md
 
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
 本文件为 Claude Code (claude.ai/code) 在此代码库中工作时提供指导。
 
 ## 项目概述
@@ -23,18 +25,20 @@ evotraders live -t 22:30                     # 定时每日交易
 evotraders frontend                          # 启动可视化界面
 
 # 开发服务器
-./start-dev.sh  # 启动全部 4 个微服务
+./start-dev.sh  # 启动全部 4 个微服务 (agent, runtime, trading, news)
 
-# 单独启动某个服务
+# Gateway WebSocket 服务器
-python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
+python backend/main.py --mode live --config-name mock --mock
+
+# 单独启动微服务
 python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
+python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
 python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
 python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload
 
 # 测试
 pytest backend/tests                          # 运行全部测试
-pytest backend/tests/test_news_service_app.py -v  # 运行单个测试文件
+pytest backend/tests/test_news_service_app.py -v  # 运行单个测试
-pytest backend/tests/test_news_service_app.py::test_news_service_routes_are_exposed -v  # 运行单个测试
 ```
 
 ### Frontend (React)
@@ -46,142 +50,237 @@ npm run build        # 生产构建
 npm run lint         # ESLint 检查
 npm run lint:fix     # ESLint 自动修复
 npm run test         # Vitest 单元测试
-npm run test:watch   # 监听模式
 ```
 
 ## 架构概览
 
-### 微服务架构 (`backend/apps/`)
+### 系统分层
 
-项目采用 split-first 微服务架构，4 个独立的 FastAPI 服务：
+```
-
+┌─────────────────────────────────────────────────────────────┐
-| 服务 | 入口 | 端口 | 职责 |
+│                     Frontend (React)                        │
-|------|------|------|------|
+│         WebSocket ws://localhost:8765 连接 Gateway           │
-| agent_service | `backend.apps.agent_service:app` | 8000 | Agent 生命周期、工作区管理 |
+└─────────────────────────────────────────────────────────────┘
-| runtime_service | `backend.apps.runtime_service:app` | 8003 | 运行时配置、任务启动 |
+                              │
-| trading_service | `backend.apps.trading_service:app` | 8001 | 市场数据、交易操作 |
+                              ▼
-| news_service | `backend.apps.news_service:app` | 8002 | 新闻、新闻富化、解释功能 |
+┌─────────────────────────────────────────────────────────────┐
-
+│              Gateway (backend/services/gateway.py)           │
-服务间通过环境变量通信（详见 `start-dev.sh`）：
+│         WebSocket 服务器，编排 Pipeline，4 阶段启动            │
-```bash
+└─────────────────────────────────────────────────────────────┘
-export TRADING_SERVICE_URL=http://localhost:8001
+          │               │               │               │
-export NEWS_SERVICE_URL=http://localhost:8002
+          ▼               ▼               ▼               ▼
-export RUNTIME_SERVICE_URL=http://localhost:8003
+┌────────────┐  ┌────────────┐  ┌────────────┐  ┌────────────┐
+│   Market   │  │  Storage   │  │  Pipeline  │  │ Scheduler  │
+│  Service   │  │  Service   │  │            │  │            │
+└────────────┘  └────────────┘  └────────────┘  └────────────┘
+                                           │
+                    ┌──────────────────────┼──────────────────────┐
+                    ▼                      ▼                      ▼
+              ┌──────────┐         ┌──────────┐         ┌──────────┐
+              │ Analysts │         │    PM    │         │   Risk   │
+              │  (4 个)  │         │          │         │ Manager  │
+              └──────────┘         └──────────┘         └──────────┘
 ```
 
-### Gateway 网关 (`backend/services/gateway.py`)
+### 微服务架构 (`backend/apps/`)
 
-Gateway 是统一的请求路由器，根据路径前缀将请求转发到对应的微服务：
+| 服务 | 端口 | 职责 |
-- `/control/*` → agent_service
+|------|------|------|
-- `/runtime/*` → runtime_service
+| runtime_service | 8003 | 运行时配置、任务启动、Pipeline Runner |
-- `/trading/*` → trading_service
+| agent_service | 8000 | Agent 生命周期、工作区管理 |
-- `/news/*` → news_service
+| trading_service | 8001 | 市场数据、交易操作 |
+| news_service | 8002 | 新闻、新闻富化、解释功能 |
 
-新增接口时应注册到对应的 service app，而非直接添加到 gateway。
+### Gateway 4 阶段启动 (`backend/services/gateway.py`)
 
-### 共享客户端 (`shared/client/`)
+1. **WebSocket Server** - 前端立即可连接
+2. **Market Service** - 价格数据开始推送
+3. **Market Status Monitor** - 市场状态监控
+4. **Scheduler** - 交易周期开始
 
-统一的服务客户端库，所有前端和后端服务间通信都使用此处定义的客户端：
+### 运行时管理层 (`backend/runtime/`)
 
-| 客户端 | 用途 |
+| 文件 | 职责 |
-|--------|------|
+|------|------|
-| `ControlPlaneClient` | Agent 服务通信 |
+| `manager.py` | TradingRuntimeManager - 全局运行时管理器，agent 注册、会话、事件快照 |
-| `RuntimeServiceClient` | 运行时服务通信 |
+| `agent_runtime.py` | AgentRuntimeState - 单 agent 状态（status、last_session） |
-| `TradingServiceClient` | 交易服务通信 |
+| `context.py` | TradingRunContext - 运行上下文 |
-| `NewsServiceClient` | 新闻服务通信 |
+| `session.py` | TradingSessionKey - 交易日会话键 |
+| `registry.py` | RuntimeRegistry - agent 状态注册表 |
 
-### 领域层 (`backend/domains/`)
+快照持久化到 `runs/<run_id>/state/runtime_state.json`。
 
-业务逻辑按领域分离：
+### Pipeline 执行 (`backend/core/`)
 
-- `news.py` - 新闻领域操作
+| 文件 | 职责 |
-- `trading.py` - 交易领域操作
+|------|------|
+| `pipeline.py` | TradingPipeline - 核心编排器（分析→沟通→决策→执行→评估） |
+| `pipeline_runner.py` | REST API 触发的独立执行，5 阶段启动 |
+| `scheduler.py` | BacktestScheduler、Scheduler - 回测/实盘调度 |
+| `state_sync.py` | StateSync - 状态同步和广播 |
 
 ## 后端结构
 
 ```
 backend/
 ├── agents/              # 多智能体实现
-│   ├── base/         # 核心类、Hooks、评估
+│   ├── analyst.py           # AnalystAgent 基类
-│   │   ├── evo_agent.py        # 基于 AgentScope 的核心实现
+│   ├── portfolio_manager.py # PMAgent 投资经理
-│   │   ├── hooks.py             # 生命周期 Hooks
+│   ├── risk_manager.py      # RiskAgent 风控经理
-│   │   │   ├── BootstrapHook           # 启动初始化
-│   │   │   ├── MemoryCompactionHook    # 内存压缩（基于 CoPaw）
-│   │   │   ├── HeartbeatHook           # 心跳检测
-│   │   │   └── WorkspaceWatchHook      # 工作区监控
-│   │   ├── evaluation_hook.py   # 执行后评估
-│   │   ├── skill_adaptation_hook.py  # 动态技能适配
-│   │   └── tool_guard.py        # 工具调用守卫
-│   ├── prompts/      # Agent 提示词和角色定义
-│   │   ├── analyst/personas.yaml  # 分析师角色配置
-│   │   └── portfolio_manager/
-│   ├── team/         # 团队协作逻辑
-│   │   ├── registry.py        # Agent 注册表
-│   │   ├── coordinator.py     # 协作协调器
-│   │   ├── messenger.py       # 消息传递
-│   │   └── task_delegator.py  # 任务分发
 │   ├── factory.py           # Agent 实例工厂
-│   ├── skills_manager.py  # 技能加载管理（6 种作用域）
+│   ├── toolkit_factory.py   # 工具集工厂
-│   └── toolkit_factory.py  # 工具集工厂
+│   ├── skills_manager.py    # 技能加载管理
-├── apps/             # 微服务入口（split-first）
+│   ├── workspace_manager.py # 工作区管理
-│   ├── agent_service.py
+│   ├── skill_loader.py      # 技能加载器
-│   ├── runtime_service.py
+│   ├── agent_workspace.py   # Agent 工作区
-│   ├── trading_service.py
+│   ├── prompt_loader.py     # Prompt 加载器
-│   └── news_service.py
+│   ├── prompt_factory.py    # Prompt 工厂
+│   ├── skill_metadata.py    # 技能元数据
+│   ├── registry.py          # Agent 注册表
+│   ├── team_pipeline_config.py  # 团队 Pipeline 配置
+│   ├── compat.py            # 兼容性层
+│   ├── templates.py         # 模板
+│   ├── workspace.py         # 工作区
+│   ├── base/                # 核心类、Hooks
+│   │   ├── evo_agent.py     # 基于 AgentScope 的核心实现
+│   │   └── hooks.py         # 生命周期 Hooks
+│   └── prompts/             # Agent 提示词
+│       └── analyst/personas.yaml
+│
+├── apps/                  # 微服务入口
+│   ├── runtime_service.py   # 运行时服务（端口 8003）
+│   ├── agent_service.py    # Agent 服务（端口 8000）
+│   ├── trading_service.py  # 交易服务（端口 8001）
+│   ├── news_service.py     # 新闻服务（端口 8002）
+│   └── cors.py
+│
+├── runtime/               # 运行时管理层
+│   ├── manager.py          # TradingRuntimeManager
+│   ├── agent_runtime.py    # AgentRuntimeState
+│   ├── context.py          # TradingRunContext
+│   ├── session.py          # TradingSessionKey
+│   └── registry.py         # RuntimeRegistry
+│
+├── process/               # 进程监管层
+│   ├── supervisor.py       # ProcessSupervisor
+│   ├── registry.py         # RunRegistry
+│   └── models.py           # ProcessRun、ProcessRunState
+│
+├── core/                  # Pipeline 执行
+│   ├── pipeline.py         # TradingPipeline（核心编排器）
+│   ├── pipeline_runner.py  # 独立 Pipeline 执行
+│   ├── scheduler.py        # 调度器
+│   └── state_sync.py       # 状态同步
+│
+├── services/              # Gateway 和服务
+│   ├── gateway.py          # WebSocket 网关
+│   ├── gateway_*.py       # Gateway 子模块
+│   ├── market.py           # 市场数据服务
+│   ├── storage.py          # 存储服务
+│   ├── runtime_db.py       # 运行时数据库
+│   └── research_db.py      # 研究数据库
+│
+├── data/                  # 市场数据处理
+│   ├── provider_router.py   # 数据源路由
+│   ├── provider_utils.py   # 数据源工具
+│   ├── market_store.py     # 市场数据存储
+│   ├── market_ingest.py    # 数据采集
+│   ├── cache.py            # 缓存
+│   ├── schema.py           # 数据 schema
+│   ├── historical_price_manager.py  # 历史价格管理
+│   ├── polling_price_manager.py     # 轮询价格管理
+│   ├── mock_price_manager.py       # Mock 价格管理
+│   ├── news_alignment.py   # 新闻对齐
+│   ├── polygon_client.py   # Polygon.io 客户端
+│   └── ret_data_updater.py # 离线数据更新
+│
+├── config/                # 配置
+│   ├── constants.py        # Agent 配置、显示名称
+│   ├── bootstrap_config.py # 启动配置解析
+│   ├── env_config.py      # 环境变量配置
+│   ├── data_config.py     # 数据源配置
+│   └── agent_profiles.yaml # Agent Profile 配置
+│
 ├── domains/               # 领域业务逻辑
 │   ├── news.py
 │   └── trading.py
-├── services/         # Gateway 和辅助服务
+│
-│   ├── gateway.py           # 统一路由网关
-│   ├── gateway_*.py         # Gateway 子模块
-│   └── market.py            # 市场数据服务
-├── api/              # FastAPI 端点
-├── config/           # 常量和配置
-│   └── constants.py   # Agent 配置、显示名称等
-├── core/             # Pipeline 执行逻辑
-├── data/             # 市场数据处理
-│   ├── provider_router.py  # 数据源路由
-│   └── schema.py          # 数据 schema
-├── enrich/           # LLM 响应富化
-├── explain/          # 交易决策解释
 ├── llm/                   # LLM 集成
 │   └── models.py          # RetryChatModel、TokenRecordingModelWrapper
-├── skills/           # 技能定义（内置 + 自定义）
+│
+├── skills/                 # 技能定义
 ├── tools/                  # 交易和分析工具
-└── utils/            # 工具函数
+├── enrich/                 # LLM 响应富化
+├── explain/                # 交易决策解释
+├── utils/                  # 工具函数
+│   ├── settlement.py       # 结算协调器
+│   ├── trade_executor.py   # 交易执行器
+│   ├── terminal_dashboard.py  # 终端仪表板
+│   ├── analyst_tracker.py  # 分析师追踪
+│   ├── baselines.py        # 基准线
+│   ├── msg_adapter.py      # 消息适配器
+│   └── progress.py         # 进度追踪
+│
+├── api/                    # FastAPI 端点
+│   └── runtime.py
+│
+└── main.py                 # 主入口点
 ```
 
 ## 前端结构
 
 ```
 frontend/src/
-├── App.jsx              # React 主应用
+├── App.jsx                 # 主应用（LiveTradingApp）
-├── components/          # React 组件
+├── AppShell.jsx            # App 外壳（布局、侧边栏）
+├── components/
 │   ├── RuntimeView.jsx          # 交易运行时 UI
 │   ├── TraderView.jsx           # 交易员界面
 │   ├── RoomView.jsx             # 聊天室视图
 │   ├── StockExplainView.jsx     # 股票解释视图
 │   ├── RuntimeSettingsPanel.jsx  # 运行时设置面板
+│   ├── RuntimeLogsModal.jsx      # 运行时日志弹窗
 │   ├── WatchlistPanel.jsx       # 关注列表
 │   ├── PerformanceView.jsx      # 绩效视图
 │   ├── StatisticsView.jsx       # 统计视图
 │   ├── NetValueChart.jsx        # 净值曲线图
 │   ├── AgentCard.jsx            # Agent 卡片
 │   ├── AgentFeed.jsx            # Agent 动态
-│   └── explain/                  # 解释相关组件
+│   ├── Header.jsx               # 头部
+│   ├── MarkdownModal.jsx        # Markdown 弹窗
+│   ├── StockLogo.jsx            # 股票 Logo
+│   └── explain/                 # 解释组件
 │       ├── ExplainNewsSection.jsx
 │       ├── ExplainRangeSection.jsx
 │       ├── ExplainSimilarDaysSection.jsx
 │       ├── ExplainStorySection.jsx
 │       └── useExplainModel.js
-├── services/            # API 服务
+├── hooks/                     # React Hooks
-│   ├── runtimeApi.js     # 运行时 API 调用
+│   ├── useWebSocketConnection.js   # WebSocket 连接管理
-│   ├── websocket.js      # WebSocket 实时通信
+│   ├── useRuntimeControls.js       # 运行时配置管理
-│   ├── newsApi.js        # 新闻服务客户端
+│   ├── useAgentDataRequests.js     # Agent 数据请求
-│   └── tradingApi.js     # 交易服务客户端
+│   ├── useStockDataRequests.js     # 股票数据请求
-├── config/
+│   ├── useStockExplainData.js      # 股票解释数据
-│   └── constants.js      # Agent 定义、配置
+│   ├── useAgentWorkspacePanel.js   # Agent 工作区面板
-└── hooks/               # React Hooks
+│   ├── useWebsocketSessionSync.js  # WebSocket 会话同步
+│   └── useFeedProcessor.js        # Feed 事件处理
+├── store/                      # Zustand 状态管理
+│   ├── runtimeStore.js         # 连接状态、运行时配置
+│   ├── marketStore.js          # 市场数据、股票价格
+│   ├── portfolioStore.js      # 组合、持仓、交易
+│   ├── agentStore.js          # Agent 技能、工作区
+│   └── uiStore.js            # UI 状态、视图切换
+├── services/
+│   ├── websocket.js           # WebSocket 客户端
+│   ├── runtimeApi.js          # 运行时 API
+│   ├── runtimeControls.js     # 运行时控制
+│   ├── newsApi.js             # 新闻 API
+│   └── tradingApi.js          # 交易 API
+├── utils/
+│   ├── formatters.js          # 格式化工具
+│   └── modelIcons.js          # 模型图标
+└── config/
+    └── constants.js           # Agent 定义、配置
 ```
 
 ## Agent 系统
@@ -193,110 +292,87 @@ frontend/src/
 | `fundamentals_analyst` | 基本面分析师 | 财务健康、盈利能力、成长质量 |
 | `technical_analyst` | 技术分析师 | 价格趋势、技术指标、动量分析 |
 | `sentiment_analyst` | 情绪分析师 | 市场情绪、新闻情绪、内幕交易 |
-| `valuation_analyst` | 估值分析师 | DCF、EV/EBITDA、 intrinsic value |
+| `valuation_analyst` | 估值分析师 | DCF、EV/EBITDA、intrinsic value |
 | `portfolio_manager` | 投资经理 | 决策执行、交易协调 |
-| `risk_manager` | 风控经理 | 实时价格/波动率监控、仓位限制、多层风险预警 |
+| `risk_manager` | 风控经理 | 实时价格/波动率监控、仓位限制 |
-
-### Hook 系统 (`base/hooks.py`)
-
-- **MemoryCompactionHook**: 基于 CoPaw 的内存压缩
-  - `memory_compact_ratio`: 压缩目标比例（默认 0.75）
-  - `memory_reserve_ratio`: 保留比例（默认 0.1）
-  - `enable_tool_result_compact`: 工具结果压缩
-  - `tool_result_compact_keep_n`: 保留最近 N 条工具结果
 
 ### 添加自定义分析师
 
-1. 在 `backend/agents/prompts/analyst/personas.yaml` 注册
+1. `backend/agents/prompts/analyst/personas.yaml` 注册
-2. 在 `backend/config/constants.py` 的 `ANALYST_TYPES` 字典中添加
+2. `backend/config/constants.py` 的 `ANALYST_TYPES` 字典添加
-3. 可选：在 `frontend/src/config/constants.js` 中更新前端配置
+3. `frontend/src/config/constants.js` 可选更新
 
 ### LLM 模型封装 (`backend/llm/models.py`)
 
-基于 CoPaw 的模型封装设计：
+- **RetryChatModel**: 自动重试瞬态 LLM 错误，指数退避
-
+- **TokenRecordingModelWrapper**: 追踪 token 消耗和成本
-- **RetryChatModel**: 自动重试瞬态 LLM 错误（rate limit、timeout、502/503 等），指数退避
-  - `max_retries`: 最大重试次数（默认 3）
-  - `initial_delay`: 初始延迟秒数（默认 1.0）
-  - `backoff_multiplier`: 退避倍数（默认 2.0）
-
-- **TokenRecordingModelWrapper**: 追踪每个 provider 的 token 消耗和成本
-
-```python
-from backend.llm.models import create_model, RetryChatModel
-
-model = RetryChatModel(create_model("gpt-4o", "OPENAI"), max_retries=3)
-```
 
 ## 技能系统 (`backend/skills/`)
 
-技能定义在 `SKILL.md` 文件中，包含：
+技能定义在 `SKILL.md`，包含 `instructions`、`triggers`、`parameters`、`available_tools`。
-- `instructions` - 技能说明
-- `triggers` - 触发条件
-- `parameters` - 输入/输出 schema
-- `available_tools` - 技能可使用的工具
-
-技能由 `skills_manager.py` 加载，通过 `skill_adaptation_hook.py` 绑定到 Agent。
 
 技能管理器支持 6 种作用域：builtin、customized、installed、active、disabled、local。
 
-## Pipeline 执行 (`backend/core/`)
+## 运行时数据布局
 
-每日交易流程：
+- `data/market_research.db` - 持久研究数据
-
+- `runs/<run_id>/` - 每次任务运行的状态
-1. **分析阶段** - 各 Agent 基于工具和历史经验独立分析
+- `runs/<run_id>/team_dashboard/*.json` - 仪表板导出层（非权威源）
-2. **沟通阶段** - 通过私聊、通知、会议等方式交换观点（1v1/1vN/NvN）
+- `runs/<run_id>/state/runtime_state.json` - 运行时快照
-3. **决策阶段** - 投资经理综合判断，给出最终交易
+- 运行时 API 优先使用 `server_state.json` 和 `runtime.db`
-4. **评估阶段** - 绩效跟踪
-5. **复盘阶段** - Agent 根据当日实际收益反思总结，通过 ReMe 记忆框架更新经验
-
-## 前端状态管理
-
-项目正在向 Zustand 状态管理过渡，已创建的 store：
 
 ```bash
-frontend/src/store/
+RUNS_RETENTION_COUNT=20  # 时间戳格式文件夹自动清理
-├── index.js           # 导出所有 store
-├── runtimeStore.js    # 连接状态、运行时配置
-├── marketStore.js     # 市场数据、股票价格
-├── portfolioStore.js  # 组合、持仓、交易
-├── agentStore.js      # Agent 技能、工作区
-└── uiStore.js         # UI 状态、视图切换
 ```
 
-**迁移状态**：
-- Stores 已创建但尚未在 App.jsx 中使用
-- 计划：逐步迁移 60+ 个 useState 到对应 store
-
 ## 环境配置
 
-`.env` 必需配置：
+### Backend (`env.template`)
 
 ```bash
-# 金融数据源
+# 金融数据源（支持多源fallback）
-FIN_DATA_SOURCE=finnhub|financial_datasets
+FIN_DATA_SOURCE=finnhub|financial_datasets|yfinance|local_csv
+ENABLED_DATA_SOURCES=financial_datasets,finnhub,yfinance,local_csv
 FINANCIAL_DATASETS_API_KEY=   # 回测必需
 FINNHUB_API_KEY=             # 实盘必需
+POLYGON_API_KEY=             # Polygon市场库采集可选
 
-# Agent LLM
+# LLM 配置
 OPENAI_API_KEY=
 OPENAI_BASE_URL=
 MODEL_NAME=qwen3-max-preview
 
-# 可为不同 Agent 指定不同模型
+# Agent 特定模型
-AGENT_SENTIMENT_ANALYST_MODEL_NAME=qwen3-max-preview
+AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
-AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=deepseek-chat
+AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
+AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
+AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
+AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
+AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
 
 # ReMe 记忆系统
 MEMORY_API_KEY=
+MEMORY_MODEL_NAME=qwen3-max
+MEMORY_EMBEDDING_MODEL=text-embedding-v4
+
+# 交易参数
+MAX_COMM_CYCLES=2
+MARGIN_REQUIREMENT=0.5
+DATA_START_DATE=2022-01-01
+AUTO_UPDATE_DATA=true
+```
+
+### Frontend (`frontend/env.template`)
+
+```bash
+VITE_WS_URL=ws://localhost:8765
 ```
 
 ## 关键依赖
 
 - **AgentScope** - 多智能体框架
 - **ReMe** - 持续学习记忆系统
-- **FastAPI** + **uvicorn** - 后端 API 服务器
+- **FastAPI** + **uvicorn** - 后端 API
 - **websockets** - 实时通信
 - **React 19** + **Vite** + **TailwindCSS** - 前端
-- **React Context** - 前端状态管理（App.jsx 中使用 useState + useCallback）
+- **Zustand** - 状态管理
-- **Three.js** / **React-Three-Fiber** - 3D 可视化

README.md

@@ -110,6 +110,21 @@ evotraders frontend                # Default connects to port 8765, you can modi
 
 Visit `http://localhost:5173/` to view the trading room, select a date and click Run/Replay to observe the decision-making process.
 
+### Runtime Data Layout
+
+- Long-lived research data is stored in `data/market_research.db`
+- Each task run writes run-scoped state under `runs/<run_id>/`
+- `runs/<run_id>/team_dashboard/*.json` is an export/compatibility layer for dashboard views, not the authoritative runtime source of truth
+- Runtime APIs prefer active runtime state, `server_state.json`, and `runtime.db`
+
+Optional retention control:
+
+```bash
+RUNS_RETENTION_COUNT=20
+```
+
+Only timestamped run folders like `YYYYMMDD_HHMMSS` are pruned automatically when starting a new runtime. Named runs such as `smoke_fullstack` or `test_*` are preserved.
+
 ---
 
 ## System Architecture

backend/agents/skills_manager.py

@@ -41,6 +41,8 @@ class SkillsManager:
         )
         self.runs_root = self.project_root / "runs"
         self._lock = Lock()
+        # Instance-level pending skill changes (thread-safe via self._lock)
+        self._pending_skill_changes: Dict[str, Set[Path]] = {}
 
     def get_active_root(self, config_name: str) -> Path:
         return self.runs_root / config_name / "skills" / "active"
@@ -739,7 +741,7 @@ class SkillsManager:
             if local_root.exists():
                 watched_paths.append(local_root)
 
-        handler = _SkillsChangeHandler(watched_paths, callback, self._lock)
+        handler = _SkillsChangeHandler(watched_paths, self._pending_skill_changes, callback, self._lock)
         observer = Observer()
         for path in watched_paths:
             observer.schedule(handler, str(path), recursive=True)
@@ -773,6 +775,7 @@ class SkillsManager:
     # -------------------------------------------------------------------------
     # Internal change-tracking state (populated by _SkillsChangeHandler)
     # -------------------------------------------------------------------------
+    # Legacy class-level reference kept for migration compatibility
     _pending_skill_changes: Dict[str, Set[Path]] = {}
 
     def _resolve_disabled_skill_names(
@@ -824,11 +827,13 @@ class _SkillsChangeHandler(FileSystemEventHandler):
     def __init__(
         self,
         watched_paths: List[Path],
+        pending_changes: Dict[str, Set[Path]],
         callback: Optional[Any] = None,
         lock: Optional[Lock] = None,
     ) -> None:
         super().__init__()
         self._watched_paths = watched_paths
+        self._pending_changes = pending_changes
         self._callback = callback
         self._lock = lock
 
@@ -841,13 +846,9 @@ class _SkillsChangeHandler(FileSystemEventHandler):
                 run_id = self._run_id_from_path(src_path)
                 if self._lock:
                     with self._lock:
-                        SkillsManager._pending_skill_changes.setdefault(
+                        self._pending_changes.setdefault(run_id, set()).add(src_path)
-                            run_id, set()
-                        ).add(src_path)
                 else:
-                    SkillsManager._pending_skill_changes.setdefault(
+                    self._pending_changes.setdefault(run_id, set()).add(src_path)
-                        run_id, set()
-                    ).add(src_path)
                 if self._callback:
                     self._callback([src_path])
                 break

backend/agents/workspace_manager.py

@@ -129,6 +129,33 @@ class RunWorkspaceManager:
         )
         return asset_dir
 
+    def load_agent_file(
+        self,
+        *,
+        config_name: str,
+        agent_id: str,
+        filename: str,
+    ) -> str:
+        """Load one run-scoped agent workspace file."""
+        path = self.get_agent_asset_dir(config_name, agent_id) / filename
+        if not path.exists():
+            raise FileNotFoundError(f"File not found: {filename}")
+        return path.read_text(encoding="utf-8")
+
+    def update_agent_file(
+        self,
+        *,
+        config_name: str,
+        agent_id: str,
+        filename: str,
+        content: str,
+    ) -> None:
+        """Write one run-scoped agent workspace file."""
+        asset_dir = self.get_agent_asset_dir(config_name, agent_id)
+        asset_dir.mkdir(parents=True, exist_ok=True)
+        path = asset_dir / filename
+        path.write_text(content, encoding="utf-8")
+
     def initialize_default_assets(
         self,
         config_name: str,

backend/api/agents.py

@@ -13,8 +13,13 @@ from typing import Any, Dict, List, Optional
 from fastapi import APIRouter, HTTPException, Depends, Body, UploadFile, File, Form
 from pydantic import BaseModel, Field
 
-from backend.agents import AgentFactory, WorkspaceManager, get_registry
+from backend.agents import AgentFactory, get_registry
+from backend.agents.workspace_manager import RunWorkspaceManager
+from backend.agents.agent_workspace import load_agent_workspace_config
 from backend.agents.skills_manager import SkillsManager
+from backend.agents.toolkit_factory import load_agent_profiles
+from backend.config.bootstrap_config import get_bootstrap_config_for_run
+from backend.llm.models import get_agent_model_info
 
 logger = logging.getLogger(__name__)
 
@@ -47,6 +52,14 @@ class InstallExternalSkillRequest(BaseModel):
     activate: bool = Field(True, description="Whether to enable skill immediately")
 
 
+class LocalSkillRequest(BaseModel):
+    skill_name: str = Field(..., description="Local skill name")
+
+
+class LocalSkillContentRequest(BaseModel):
+    content: str = Field(..., description="Updated SKILL.md content")
+
+
 class AgentResponse(BaseModel):
     """Agent information response."""
     agent_id: str
@@ -63,6 +76,24 @@ class AgentFileResponse(BaseModel):
     content: str
 
 
+class AgentProfileResponse(BaseModel):
+    agent_id: str
+    workspace_id: str
+    profile: Dict[str, Any]
+
+
+class AgentSkillsResponse(BaseModel):
+    agent_id: str
+    workspace_id: str
+    skills: List[Dict[str, Any]]
+
+
+class SkillDetailResponse(BaseModel):
+    agent_id: str
+    workspace_id: str
+    skill: Dict[str, Any]
+
+
 # Dependencies
 def get_agent_factory():
     """Get AgentFactory instance."""
@@ -70,8 +101,8 @@ def get_agent_factory():
 
 
 def get_workspace_manager():
-    """Get WorkspaceManager instance."""
+    """Get run-scoped workspace manager instance."""
-    return WorkspaceManager()
+    return RunWorkspaceManager()
 
 
 def get_skills_manager():
@@ -199,6 +230,108 @@ async def get_agent(
     )
 
 
+@router.get("/{agent_id}/profile", response_model=AgentProfileResponse)
+async def get_agent_profile(
+    workspace_id: str,
+    agent_id: str,
+    skills_manager: SkillsManager = Depends(get_skills_manager),
+):
+    asset_dir = skills_manager.get_agent_asset_dir(workspace_id, agent_id)
+    agent_config = load_agent_workspace_config(asset_dir / "agent.yaml")
+    profiles = load_agent_profiles()
+    profile = profiles.get(agent_id, {})
+    bootstrap = get_bootstrap_config_for_run(skills_manager.project_root, workspace_id)
+    override = bootstrap.agent_override(agent_id)
+    active_tool_groups = override.get("active_tool_groups", agent_config.active_tool_groups or profile.get("active_tool_groups", []))
+    if not isinstance(active_tool_groups, list):
+        active_tool_groups = []
+    disabled_tool_groups = agent_config.disabled_tool_groups
+    if disabled_tool_groups:
+        disabled_set = set(disabled_tool_groups)
+        active_tool_groups = [group_name for group_name in active_tool_groups if group_name not in disabled_set]
+
+    default_skills = profile.get("skills", [])
+    if not isinstance(default_skills, list):
+        default_skills = []
+    resolved_skills = skills_manager.resolve_agent_skill_names(
+        config_name=workspace_id,
+        agent_id=agent_id,
+        default_skills=default_skills,
+    )
+    prompt_files = agent_config.prompt_files or ["SOUL.md", "PROFILE.md", "AGENTS.md", "POLICY.md", "MEMORY.md"]
+    model_name, model_provider = get_agent_model_info(agent_id)
+
+    return AgentProfileResponse(
+        agent_id=agent_id,
+        workspace_id=workspace_id,
+        profile={
+            "model_name": model_name,
+            "model_provider": model_provider,
+            "prompt_files": prompt_files,
+            "default_skills": default_skills,
+            "resolved_skills": resolved_skills,
+            "active_tool_groups": active_tool_groups,
+            "disabled_tool_groups": disabled_tool_groups,
+            "enabled_skills": agent_config.enabled_skills,
+            "disabled_skills": agent_config.disabled_skills,
+        },
+    )
+
+
+@router.get("/{agent_id}/skills", response_model=AgentSkillsResponse)
+async def get_agent_skills(
+    workspace_id: str,
+    agent_id: str,
+    skills_manager: SkillsManager = Depends(get_skills_manager),
+):
+    agent_asset_dir = skills_manager.get_agent_asset_dir(workspace_id, agent_id)
+    agent_config = load_agent_workspace_config(agent_asset_dir / "agent.yaml")
+    resolved_skills = set(skills_manager.resolve_agent_skill_names(config_name=workspace_id, agent_id=agent_id, default_skills=[]))
+    enabled = set(agent_config.enabled_skills)
+    disabled = set(agent_config.disabled_skills)
+
+    payload = []
+    for item in skills_manager.list_agent_skill_catalog(workspace_id, agent_id):
+        if item.skill_name in disabled:
+            status = "disabled"
+        elif item.skill_name in enabled:
+            status = "enabled"
+        elif item.skill_name in resolved_skills:
+            status = "active"
+        else:
+            status = "available"
+        payload.append({
+            "skill_name": item.skill_name,
+            "name": item.name,
+            "description": item.description,
+            "version": item.version,
+            "source": item.source,
+            "tools": item.tools,
+            "status": status,
+        })
+
+    return AgentSkillsResponse(agent_id=agent_id, workspace_id=workspace_id, skills=payload)
+
+
+@router.get("/{agent_id}/skills/{skill_name}", response_model=SkillDetailResponse)
+async def get_agent_skill_detail(
+    workspace_id: str,
+    agent_id: str,
+    skill_name: str,
+    skills_manager: SkillsManager = Depends(get_skills_manager),
+):
+    try:
+        detail = skills_manager.load_agent_skill_document(
+            config_name=workspace_id,
+            agent_id=agent_id,
+            skill_name=skill_name,
+        )
+    except FileNotFoundError:
+        raise HTTPException(status_code=404, detail=f"Unknown skill: {skill_name}")
+
+    return SkillDetailResponse(agent_id=agent_id, workspace_id=workspace_id, skill=detail)
+
+
 @router.delete("/{agent_id}")
 async def delete_agent(
     workspace_id: str,
@@ -386,6 +519,85 @@ async def install_external_skill(
     }
 
 
+@router.post("/{agent_id}/skills/local")
+async def create_local_skill(
+    workspace_id: str,
+    agent_id: str,
+    request: LocalSkillRequest,
+    registry=Depends(get_registry),
+):
+    agent_info = registry.get(agent_id)
+    if not agent_info or agent_info.workspace_id != workspace_id:
+        raise HTTPException(status_code=404, detail=f"Agent '{agent_id}' not found")
+
+    skills_manager = SkillsManager()
+    try:
+        skills_manager.create_agent_local_skill(
+            config_name=workspace_id,
+            agent_id=agent_id,
+            skill_name=request.skill_name,
+        )
+    except (ValueError, FileExistsError) as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+
+    return {"message": f"Created local skill '{request.skill_name}' for '{agent_id}'"}
+
+
+@router.put("/{agent_id}/skills/local/{skill_name}")
+async def update_local_skill(
+    workspace_id: str,
+    agent_id: str,
+    skill_name: str,
+    request: LocalSkillContentRequest,
+    registry=Depends(get_registry),
+):
+    agent_info = registry.get(agent_id)
+    if not agent_info or agent_info.workspace_id != workspace_id:
+        raise HTTPException(status_code=404, detail=f"Agent '{agent_id}' not found")
+
+    skills_manager = SkillsManager()
+    try:
+        skills_manager.update_agent_local_skill(
+            config_name=workspace_id,
+            agent_id=agent_id,
+            skill_name=skill_name,
+            content=request.content,
+        )
+    except (ValueError, FileNotFoundError) as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+
+    return {"message": f"Updated local skill '{skill_name}' for '{agent_id}'"}
+
+
+@router.delete("/{agent_id}/skills/local/{skill_name}")
+async def delete_local_skill(
+    workspace_id: str,
+    agent_id: str,
+    skill_name: str,
+    registry=Depends(get_registry),
+):
+    agent_info = registry.get(agent_id)
+    if not agent_info or agent_info.workspace_id != workspace_id:
+        raise HTTPException(status_code=404, detail=f"Agent '{agent_id}' not found")
+
+    skills_manager = SkillsManager()
+    try:
+        skills_manager.delete_agent_local_skill(
+            config_name=workspace_id,
+            agent_id=agent_id,
+            skill_name=skill_name,
+        )
+        skills_manager.forget_agent_skill_overrides(
+            config_name=workspace_id,
+            agent_id=agent_id,
+            skill_names=[skill_name],
+        )
+    except (ValueError, FileNotFoundError) as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+
+    return {"message": f"Deleted local skill '{skill_name}' for '{agent_id}'"}
+
+
 @router.post("/{agent_id}/skills/upload")
 async def upload_external_skill(
     workspace_id: str,
@@ -441,7 +653,7 @@ async def get_agent_file(
     workspace_id: str,
     agent_id: str,
     filename: str,
-    workspace_manager: WorkspaceManager = Depends(get_workspace_manager),
+    workspace_manager: RunWorkspaceManager = Depends(get_workspace_manager),
 ):
     """
     Read an agent's workspace file.
@@ -471,7 +683,7 @@ async def update_agent_file(
     agent_id: str,
     filename: str,
     content: str = Body(..., media_type="text/plain"),
-    workspace_manager: WorkspaceManager = Depends(get_workspace_manager),
+    workspace_manager: RunWorkspaceManager = Depends(get_workspace_manager),
 ):
     """
     Update an agent's workspace file.

backend/api/runtime.py

@@ -8,6 +8,7 @@ import json
 import logging
 import os
 import signal
+import shutil
 import subprocess
 import sys
 from datetime import datetime
@@ -38,9 +39,10 @@ class RuntimeState:
     """
 
     _instance: Optional["RuntimeState"] = None
-    _lock: asyncio.Lock = asyncio.Lock()
+    _lock: "threading.Lock" = __import__("threading").Lock()
 
     def __new__(cls) -> "RuntimeState":
+        with cls._lock:
             if cls._instance is None:
                 cls._instance = super().__new__(cls)
                 cls._instance._initialized = False
@@ -165,6 +167,8 @@ class RuntimeEventsResponse(BaseModel):
 
 class LaunchConfig(BaseModel):
     """Configuration for launching a new trading task."""
+    launch_mode: str = Field(default="fresh", description="启动形式: fresh, restore")
+    restore_run_id: Optional[str] = Field(default=None, description="历史任务 run_id，用于恢复启动")
     tickers: List[str] = Field(default_factory=list, description="股票池")
     schedule_mode: str = Field(default="daily", description="调度模式: daily, interval")
     interval_minutes: int = Field(default=60, ge=1, description="间隔分钟数")
@@ -177,7 +181,6 @@ class LaunchConfig(BaseModel):
     start_date: Optional[str] = Field(default=None, description="回测开始日期 YYYY-MM-DD")
     end_date: Optional[str] = Field(default=None, description="回测结束日期 YYYY-MM-DD")
     poll_interval: int = Field(default=10, ge=1, le=300, description="市场数据轮询间隔(秒)")
-    enable_mock: bool = Field(default=False, description="是否启用模拟模式(使用模拟价格数据)")
 
 
 class LaunchResponse(BaseModel):
@@ -188,11 +191,30 @@ class LaunchResponse(BaseModel):
     message: str
 
 
+class RuntimeHistoryItem(BaseModel):
+    run_id: str
+    run_dir: str
+    updated_at: Optional[str] = None
+    total_trades: int = 0
+    total_asset_value: Optional[float] = None
+    bootstrap: Dict[str, Any] = Field(default_factory=dict)
+
+
+class RuntimeHistoryResponse(BaseModel):
+    runs: List[RuntimeHistoryItem]
+
+
 class StopResponse(BaseModel):
     status: str
     message: str
 
 
+class CleanupResponse(BaseModel):
+    status: str
+    kept: int
+    pruned_run_ids: List[str]
+
+
 class GatewayStatusResponse(BaseModel):
     is_running: bool
     port: int
@@ -207,6 +229,13 @@ class RuntimeConfigResponse(BaseModel):
     resolved: Dict[str, Any]
 
 
+class RuntimeLogResponse(BaseModel):
+    run_id: Optional[str] = None
+    is_running: bool
+    log_path: Optional[str] = None
+    content: str = ""
+
+
 class UpdateRuntimeConfigRequest(BaseModel):
     schedule_mode: Optional[str] = None
     interval_minutes: Optional[int] = Field(default=None, ge=1)
@@ -227,6 +256,128 @@ def _get_run_dir(run_id: str) -> Path:
     return PROJECT_ROOT / "runs" / run_id
 
 
+def _load_run_snapshot(run_id: str) -> Dict[str, Any]:
+    """Load a specific run snapshot by run_id."""
+    snapshot_path = _get_run_dir(run_id) / "state" / "runtime_state.json"
+    if not snapshot_path.exists():
+        raise HTTPException(status_code=404, detail=f"Run snapshot not found: {run_id}")
+    return json.loads(snapshot_path.read_text(encoding="utf-8"))
+
+
+def _copy_path_if_exists(src: Path, dst: Path) -> None:
+    if not src.exists():
+        return
+    if src.is_dir():
+        shutil.copytree(src, dst, dirs_exist_ok=True)
+    else:
+        dst.parent.mkdir(parents=True, exist_ok=True)
+        shutil.copy2(src, dst)
+
+
+def _restore_run_assets(source_run_id: str, target_run_dir: Path) -> None:
+    """Seed a fresh run directory from a historical run snapshot."""
+    source_run_dir = _get_run_dir(source_run_id)
+    if not source_run_dir.exists():
+        raise HTTPException(status_code=404, detail=f"Source run not found: {source_run_id}")
+
+    for relative in [
+        "team_dashboard",
+        "agents",
+        "skills",
+        "memory",
+        "state/server_state.json",
+        "state/runtime.db",
+        "state/research.db",
+    ]:
+        _copy_path_if_exists(source_run_dir / relative, target_run_dir / relative)
+
+
+def _list_runs(limit: int = 50) -> list[RuntimeHistoryItem]:
+    runs_root = PROJECT_ROOT / "runs"
+    if not runs_root.exists():
+        return []
+
+    items: list[RuntimeHistoryItem] = []
+    run_dirs = sorted(
+        [path for path in runs_root.iterdir() if path.is_dir()],
+        key=lambda path: path.stat().st_mtime,
+        reverse=True,
+    )
+
+    for run_dir in run_dirs[: max(1, int(limit))]:
+        run_id = run_dir.name
+        runtime_state_path = run_dir / "state" / "runtime_state.json"
+        summary_path = run_dir / "team_dashboard" / "summary.json"
+
+        bootstrap: Dict[str, Any] = {}
+        updated_at: Optional[str] = None
+        total_trades = 0
+        total_asset_value: Optional[float] = None
+
+        if runtime_state_path.exists():
+            try:
+                snapshot = json.loads(runtime_state_path.read_text(encoding="utf-8"))
+                context = snapshot.get("context") or {}
+                bootstrap = dict(context.get("bootstrap_values") or {})
+                updated_at = snapshot.get("events", [{}])[-1].get("timestamp") if snapshot.get("events") else None
+            except Exception:
+                bootstrap = {}
+
+        if summary_path.exists():
+            try:
+                summary = json.loads(summary_path.read_text(encoding="utf-8"))
+                total_trades = int(summary.get("totalTrades") or 0)
+                total_asset_value = float(summary.get("totalAssetValue")) if summary.get("totalAssetValue") is not None else None
+            except Exception:
+                total_trades = 0
+                total_asset_value = None
+
+        items.append(
+            RuntimeHistoryItem(
+                run_id=run_id,
+                run_dir=str(run_dir),
+                updated_at=updated_at,
+                total_trades=total_trades,
+                total_asset_value=total_asset_value,
+                bootstrap=bootstrap,
+            )
+        )
+
+    return items
+
+
+def _is_timestamped_run_dir(path: Path) -> bool:
+    try:
+        datetime.strptime(path.name, "%Y%m%d_%H%M%S")
+        return True
+    except ValueError:
+        return False
+
+
+def _prune_old_timestamped_runs(*, keep: int = 20, exclude_run_ids: Optional[set[str]] = None) -> list[str]:
+    """Prune old timestamped run directories, preserving the newest N and excluded ids."""
+    exclude = exclude_run_ids or set()
+    runs_root = PROJECT_ROOT / "runs"
+    if not runs_root.exists():
+        return []
+
+    candidates = sorted(
+        [
+            path
+            for path in runs_root.iterdir()
+            if path.is_dir() and _is_timestamped_run_dir(path) and path.name not in exclude
+        ],
+        key=lambda path: path.name,
+        reverse=True,
+    )
+
+    pruned: list[str] = []
+    for path in candidates[max(0, keep):]:
+        shutil.rmtree(path, ignore_errors=True)
+        pruned.append(path.name)
+    return pruned
+
+
 def _find_available_port(start_port: int = 8765, max_port: int = 9000) -> int:
     """Find an available port for Gateway."""
     import socket
@@ -288,29 +439,29 @@ def _start_gateway_process(
         "--bootstrap", json.dumps(bootstrap)
     ]
 
-    # Start process
+    log_path = run_dir / "logs" / "gateway.log"
+    log_path.parent.mkdir(parents=True, exist_ok=True)
+
+    log_file = log_path.open("ab")
+    try:
         process = subprocess.Popen(
             cmd,
             env=env,
-        stdout=subprocess.PIPE,
+            stdout=log_file,
-        stderr=subprocess.PIPE,
+            stderr=subprocess.STDOUT,
             cwd=PROJECT_ROOT
         )
+    finally:
+        log_file.close()
 
     return process
 
 
 @router.get("/context", response_model=RunContextResponse)
 async def get_run_context() -> RunContextResponse:
-    """Return the most recent run context."""
+    """Return active runtime context, or latest persisted context when stopped."""
-    snapshot_path = PROJECT_ROOT.glob("runs/*/state/runtime_state.json")
+    snapshot = _get_active_runtime_snapshot() if _is_gateway_running() else _load_latest_runtime_snapshot()
-    snapshots = sorted(snapshot_path, key=lambda p: p.stat().st_mtime, reverse=True)
+    context = snapshot.get("context")
-
-    if not snapshots:
-        raise HTTPException(status_code=404, detail="No run context available")
-
-    latest = json.loads(snapshots[0].read_text(encoding="utf-8"))
-    context = latest.get("context")
     if context is None:
         raise HTTPException(status_code=404, detail="Run context is not ready")
 
@@ -323,15 +474,9 @@ async def get_run_context() -> RunContextResponse:
 
 @router.get("/agents", response_model=RuntimeAgentsResponse)
 async def get_runtime_agents() -> RuntimeAgentsResponse:
-    """Return agent states from the most recent run."""
+    """Return agent states from the active runtime, or latest persisted run."""
-    snapshot_path = PROJECT_ROOT.glob("runs/*/state/runtime_state.json")
+    snapshot = _get_active_runtime_snapshot() if _is_gateway_running() else _load_latest_runtime_snapshot()
-    snapshots = sorted(snapshot_path, key=lambda p: p.stat().st_mtime, reverse=True)
+    agents = snapshot.get("agents", [])
-
-    if not snapshots:
-        raise HTTPException(status_code=404, detail="No runtime state available")
-
-    latest = json.loads(snapshots[0].read_text(encoding="utf-8"))
-    agents = latest.get("agents", [])
 
     return RuntimeAgentsResponse(
         agents=[RuntimeAgentState(**a) for a in agents]
@@ -340,21 +485,21 @@ async def get_runtime_agents() -> RuntimeAgentsResponse:
 
 @router.get("/events", response_model=RuntimeEventsResponse)
 async def get_runtime_events() -> RuntimeEventsResponse:
-    """Return events from the most recent run."""
+    """Return events from the active runtime, or latest persisted run."""
-    snapshot_path = PROJECT_ROOT.glob("runs/*/state/runtime_state.json")
+    snapshot = _get_active_runtime_snapshot() if _is_gateway_running() else _load_latest_runtime_snapshot()
-    snapshots = sorted(snapshot_path, key=lambda p: p.stat().st_mtime, reverse=True)
+    events = snapshot.get("events", [])
-
-    if not snapshots:
-        raise HTTPException(status_code=404, detail="No runtime state available")
-
-    latest = json.loads(snapshots[0].read_text(encoding="utf-8"))
-    events = latest.get("events", [])
 
     return RuntimeEventsResponse(
         events=[RuntimeEvent(**e) for e in events]
     )
 
 
+@router.get("/history", response_model=RuntimeHistoryResponse)
+async def get_runtime_history(limit: int = 20) -> RuntimeHistoryResponse:
+    """List recent historical runs for restore/start selection."""
+    return RuntimeHistoryResponse(runs=_list_runs(limit=limit))
+
+
 @router.get("/gateway/status", response_model=GatewayStatusResponse)
 async def get_gateway_status() -> GatewayStatusResponse:
     """Get Gateway process status and port."""
@@ -362,15 +507,10 @@ async def get_gateway_status() -> GatewayStatusResponse:
     run_id = None
 
     if is_running:
-        # Try to find run_id from runtime state
-        snapshot_path = PROJECT_ROOT.glob("runs/*/state/runtime_state.json")
-        snapshots = sorted(snapshot_path, key=lambda p: p.stat().st_mtime, reverse=True)
-        if snapshots:
         try:
-                latest = json.loads(snapshots[0].read_text(encoding="utf-8"))
+            run_id = _get_active_runtime_context().get("config_name")
-                run_id = latest.get("context", {}).get("config_name")
         except Exception as e:
-                logger.warning(f"Failed to parse latest snapshot: {e}")
+            logger.warning(f"Failed to resolve active runtime context: {e}")
 
     return GatewayStatusResponse(
         is_running=is_running,
@@ -390,6 +530,26 @@ async def get_gateway_port(request: Request) -> Dict[str, Any]:
     }
 
 
+@router.get("/logs", response_model=RuntimeLogResponse)
+async def get_runtime_logs() -> RuntimeLogResponse:
+    """Return current runtime log tail, or the latest run log if runtime is stopped."""
+    try:
+        context = _get_active_runtime_context() if _is_gateway_running() else _get_runtime_context_from_latest_snapshot()
+    except HTTPException:
+        return RuntimeLogResponse(is_running=False, content="")
+
+    run_id = str(context.get("config_name") or "").strip() or None
+    log_path = _get_gateway_log_path_for_run(run_id) if run_id else None
+    content = _read_log_tail(log_path) if log_path else ""
+
+    return RuntimeLogResponse(
+        run_id=run_id,
+        is_running=_is_gateway_running(),
+        log_path=str(log_path) if log_path else None,
+        content=content,
+    )
+
+
 def _build_gateway_ws_url(request: Request, port: int) -> str:
     """Build a proxy-safe Gateway WebSocket URL."""
     forwarded_proto = request.headers.get("x-forwarded-proto", "").split(",")[0].strip()
@@ -416,10 +576,23 @@ def _load_latest_runtime_snapshot() -> Dict[str, Any]:
     return json.loads(snapshots[0].read_text(encoding="utf-8"))
 
 
-def _get_current_runtime_context() -> Dict[str, Any]:
+def _get_active_runtime_snapshot() -> Dict[str, Any]:
-    """Return the active runtime context from the latest snapshot."""
+    """Return the active runtime snapshot, preferring in-memory manager state."""
     if not _is_gateway_running():
         raise HTTPException(status_code=404, detail="No runtime is currently running")
+
+    manager = _runtime_state.runtime_manager
+    if manager is not None and hasattr(manager, "build_snapshot"):
+        snapshot = manager.build_snapshot()
+        context = snapshot.get("context") or {}
+        if context.get("config_name"):
+            return snapshot
+
+    return _load_latest_runtime_snapshot()
+
+
+def _get_runtime_context_from_latest_snapshot() -> Dict[str, Any]:
+    """Return the latest persisted runtime context regardless of active process state."""
     latest = _load_latest_runtime_snapshot()
     context = latest.get("context") or {}
     if not context.get("config_name"):
@@ -427,6 +600,35 @@ def _get_current_runtime_context() -> Dict[str, Any]:
     return context
 
 
+def _get_gateway_log_path_for_run(run_id: str) -> Path:
+    return _get_run_dir(run_id) / "logs" / "gateway.log"
+
+
+def _read_log_tail(path: Path, max_chars: int = 120_000) -> str:
+    if not path.exists() or not path.is_file():
+        return ""
+    text = path.read_text(encoding="utf-8", errors="replace")
+    if len(text) <= max_chars:
+        return text
+    return text[-max_chars:]
+
+
+def _get_current_runtime_context() -> Dict[str, Any]:
+    """Return the active runtime context from the latest snapshot."""
+    if not _is_gateway_running():
+        raise HTTPException(status_code=404, detail="No runtime is currently running")
+    snapshot = _get_active_runtime_snapshot()
+    context = snapshot.get("context") or {}
+    if not context.get("config_name"):
+        raise HTTPException(status_code=404, detail="No runtime context available")
+    return context
+
+
+def _get_active_runtime_context() -> Dict[str, Any]:
+    """Return the active runtime context, preferring in-memory runtime manager state."""
+    return _get_current_runtime_context()
+
+
 def _resolve_runtime_response(run_id: str) -> RuntimeConfigResponse:
     """Build a normalized runtime config response for the active run."""
     context = _get_current_runtime_context()
@@ -517,12 +719,30 @@ async def start_runtime(
         _stop_gateway()
         await asyncio.sleep(1)  # Wait for port release
 
-    # 2. Generate run ID and directory
+    launch_mode = str(config.launch_mode or "fresh").strip().lower()
+    if launch_mode not in {"fresh", "restore"}:
+        raise HTTPException(status_code=400, detail="launch_mode must be 'fresh' or 'restore'")
+
+    # 2. Resolve run ID, directory, and bootstrap
+    if launch_mode == "restore":
+        restore_run_id = str(config.restore_run_id or "").strip()
+        if not restore_run_id:
+            raise HTTPException(status_code=400, detail="restore_run_id is required when launch_mode=restore")
+        snapshot = _load_run_snapshot(restore_run_id)
+        context = snapshot.get("context") or {}
+        if not context.get("config_name"):
+            raise HTTPException(status_code=404, detail=f"Run context not found: {restore_run_id}")
+        run_id = restore_run_id
+        run_dir = _get_run_dir(run_id)
+        bootstrap = dict(context.get("bootstrap_values") or {})
+        bootstrap["launch_mode"] = "restore"
+        bootstrap["restore_run_id"] = restore_run_id
+    else:
         run_id = _generate_run_id()
         run_dir = _get_run_dir(run_id)
-
-    # 3. Prepare bootstrap config
         bootstrap = {
+            "launch_mode": "fresh",
+            "restore_run_id": None,
             "tickers": config.tickers,
             "schedule_mode": config.schedule_mode,
             "interval_minutes": config.interval_minutes,
@@ -535,9 +755,16 @@ async def start_runtime(
             "start_date": config.start_date,
             "end_date": config.end_date,
             "poll_interval": config.poll_interval,
-        "enable_mock": config.enable_mock,
         }
 
+    retention_keep = max(1, int(os.getenv("RUNS_RETENTION_COUNT", "20") or "20"))
+    pruned_run_ids = _prune_old_timestamped_runs(
+        keep=retention_keep,
+        exclude_run_ids={run_id},
+    )
+    if pruned_run_ids:
+        logger.info("Pruned old run directories: %s", ", ".join(pruned_run_ids))
+
     # 4. Create runtime manager
     manager = TradingRuntimeManager(
         config_name=run_id,
@@ -567,11 +794,12 @@ async def start_runtime(
         await asyncio.sleep(2)
 
         if not _is_gateway_running():
-            stdout, stderr = process.communicate(timeout=1)
             _runtime_state.gateway_process = None
+            log_path = _get_gateway_log_path_for_run(run_id)
+            log_tail = _read_log_tail(log_path, max_chars=4000)
             raise HTTPException(
                 status_code=500,
-                detail=f"Gateway failed to start: {stderr.decode() if stderr else 'Unknown error'}"
+                detail=f"Gateway failed to start: {log_tail or 'Unknown error'}"
             )
 
     except Exception as e:
@@ -637,6 +865,25 @@ async def stop_runtime(force: bool = True) -> StopResponse:
     )
 
 
+@router.post("/cleanup", response_model=CleanupResponse)
+async def cleanup_old_runs(keep: int = 20) -> CleanupResponse:
+    """Prune old timestamped run directories while preserving named runs."""
+    keep_count = max(1, int(keep))
+    exclude: set[str] = set()
+
+    if _is_gateway_running():
+        try:
+            active_context = _get_active_runtime_context()
+            active_run_id = str(active_context.get("config_name") or "").strip()
+            if active_run_id:
+                exclude.add(active_run_id)
+        except HTTPException:
+            pass
+
+    pruned = _prune_old_timestamped_runs(keep=keep_count, exclude_run_ids=exclude)
+    return CleanupResponse(status="ok", kept=keep_count, pruned_run_ids=pruned)
+
+
 @router.post("/restart")
 async def restart_runtime(
     config: LaunchConfig,
@@ -663,15 +910,7 @@ async def get_current_runtime():
     if not _is_gateway_running():
         raise HTTPException(status_code=404, detail="No runtime is currently running")
 
-    # Find latest runtime state
+    context = _get_active_runtime_context()
-    snapshot_path = PROJECT_ROOT.glob("runs/*/state/runtime_state.json")
-    snapshots = sorted(snapshot_path, key=lambda p: p.stat().st_mtime, reverse=True)
-
-    if not snapshots:
-        raise HTTPException(status_code=404, detail="No runtime information available")
-
-    latest = json.loads(snapshots[0].read_text(encoding="utf-8"))
-    context = latest.get("context", {})
 
     return {
         "run_id": context.get("config_name"),

backend/apps/__init__.py

@@ -9,6 +9,7 @@ from .runtime_service import app as runtime_app
 from .runtime_service import create_app as create_runtime_app
 from .trading_service import app as trading_app
 from .trading_service import create_app as create_trading_app
+from .cors import add_cors_middleware, get_cors_origins
 
 app = agent_app
 create_app = create_agent_app
@@ -24,4 +25,6 @@ __all__ = [
     "create_runtime_app",
     "trading_app",
     "create_trading_app",
+    "add_cors_middleware",
+    "get_cors_origins",
 ]

backend/apps/agent_service.py

@@ -8,7 +8,8 @@ from pathlib import Path
 from typing import AsyncGenerator
 
 from fastapi import FastAPI
-from fastapi.middleware.cors import CORSMiddleware
+
+from backend.apps.cors import add_cors_middleware
 
 from backend.api import agents_router, guard_router, workspaces_router
 from backend.agents import AgentFactory, WorkspaceManager, get_registry
@@ -47,13 +48,7 @@ def create_app(project_root: Path | None = None) -> FastAPI:
         lifespan=lifespan,
     )
 
-    app.add_middleware(
+    add_cors_middleware(app)
-        CORSMiddleware,
-        allow_origins=["*"],
-        allow_credentials=True,
-        allow_methods=["*"],
-        allow_headers=["*"],
-    )
 
     @app.get("/health")
     async def health_check() -> dict[str, object]:

backend/apps/cors.py

@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+"""Shared CORS configuration for all microservice apps."""
+
+import os
+from typing import Sequence
+
+from fastapi.middleware.cors import CORSMiddleware
+
+
+def get_cors_origins() -> Sequence[str]:
+    """Get allowed CORS origins from environment variable.
+
+    Defaults to ["*"] for backward compatibility.
+    Set CORS_ALLOWED_ORIGINS env var (comma-separated) in production.
+    """
+    origins = os.getenv("CORS_ALLOWED_ORIGINS", "").strip()
+    if not origins:
+        return ["*"]
+    return [o.strip() for o in origins.split(",") if o.strip()]
+
+
+def add_cors_middleware(app: "FastAPI") -> None:
+    """Add CORS middleware to app with environment-configured origins."""
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=get_cors_origins(),
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )

backend/apps/news_service.py

@@ -6,15 +6,15 @@ from __future__ import annotations
 from typing import Any
 
 from fastapi import Depends, FastAPI, Query
-from fastapi.middleware.cors import CORSMiddleware
+from backend.apps.cors import add_cors_middleware
 
 from backend.data.market_store import MarketStore
 from backend.domains import news as news_domain
 
 
 def get_market_store() -> MarketStore:
-    """Create a market store dependency."""
+    """Get the MarketStore singleton dependency."""
-    return MarketStore()
+    return MarketStore.get_instance()
 
 
 def create_app() -> FastAPI:
@@ -25,13 +25,7 @@ def create_app() -> FastAPI:
         version="0.1.0",
     )
 
-    app.add_middleware(
+    add_cors_middleware(app)
-        CORSMiddleware,
-        allow_origins=["*"],
-        allow_credentials=True,
-        allow_methods=["*"],
-        allow_headers=["*"],
-    )
 
     @app.get("/health")
     async def health_check() -> dict[str, str]:
@@ -51,6 +45,7 @@ def create_app() -> FastAPI:
             start_date=start_date,
             end_date=end_date,
             limit=limit,
+            refresh_if_stale=False,
         )
 
     @app.get("/api/news-for-date")
@@ -65,6 +60,7 @@ def create_app() -> FastAPI:
             ticker=ticker,
             date=date,
             limit=limit,
+            refresh_if_stale=False,
         )
 
     @app.get("/api/news-timeline")
@@ -79,6 +75,7 @@ def create_app() -> FastAPI:
             ticker=ticker,
             start_date=start_date,
             end_date=end_date,
+            refresh_if_stale=False,
         )
 
     @app.get("/api/categories")
@@ -95,6 +92,7 @@ def create_app() -> FastAPI:
             start_date=start_date,
             end_date=end_date,
             limit=limit,
+            refresh_if_stale=False,
         )
 
     @app.get("/api/similar-days")
@@ -109,6 +107,7 @@ def create_app() -> FastAPI:
             ticker=ticker,
             date=date,
             n_similar=n_similar,
+            refresh_if_stale=False,
         )
 
     @app.get("/api/stories/{ticker}")
@@ -121,6 +120,7 @@ def create_app() -> FastAPI:
             store,
             ticker=ticker,
             as_of_date=as_of_date,
+            refresh_if_stale=False,
         )
 
     @app.get("/api/range-explain")
@@ -139,6 +139,7 @@ def create_app() -> FastAPI:
             end_date=end_date,
             article_ids=article_ids,
             limit=limit,
+            refresh_if_stale=False,
         )
 
     return app

backend/apps/runtime_service.py

@@ -4,10 +4,10 @@
 from __future__ import annotations
 
 from fastapi import FastAPI
-from fastapi.middleware.cors import CORSMiddleware
 
 from backend.api import runtime_router
 from backend.api.runtime import get_runtime_state
+from backend.apps.cors import add_cors_middleware
 
 
 def create_app() -> FastAPI:
@@ -18,13 +18,7 @@ def create_app() -> FastAPI:
         version="0.1.0",
     )
 
-    app.add_middleware(
+    add_cors_middleware(app)
-        CORSMiddleware,
-        allow_origins=["*"],
-        allow_credentials=True,
-        allow_methods=["*"],
-        allow_headers=["*"],
-    )
 
     @app.get("/health")
     async def health_check() -> dict[str, object]:

backend/apps/trading_service.py

@@ -6,7 +6,7 @@ from __future__ import annotations
 from typing import Any
 
 from fastapi import FastAPI, Query
-from fastapi.middleware.cors import CORSMiddleware
+from backend.apps.cors import add_cors_middleware
 
 from backend.domains import trading as trading_domain
 from shared.schema import (
@@ -26,13 +26,7 @@ def create_app() -> FastAPI:
         version="0.1.0",
     )
 
-    app.add_middleware(
+    add_cors_middleware(app)
-        CORSMiddleware,
-        allow_origins=["*"],
-        allow_credentials=True,
-        allow_methods=["*"],
-        allow_headers=["*"],
-    )
 
     @app.get("/health")
     async def health_check() -> dict[str, str]:

backend/cli.py

@@ -1019,11 +1019,6 @@ def backtest(
 
 @app.command()
 def live(
-    mock: bool = typer.Option(
-        False,
-        "--mock",
-        help="Use mock mode with simulated prices (for testing)",
-    ),
     config_name: str = typer.Option(
         "live",
         "--config-name",
@@ -1078,7 +1073,6 @@ def live(
 
     Example:
         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
@@ -1086,16 +1080,14 @@ def live(
     """
     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(
-            f"[bold cyan]EvoTraders {mode_name} Mode[/bold cyan]",
+            "[bold cyan]EvoTraders LIVE Mode[/bold cyan]",
             border_style="cyan",
         ),
     )
 
     # Check for required API key in live mode
-    if not mock:
     env_file = get_project_root() / ".env"
     if not env_file.exists():
         console.print("\n[yellow]Warning: .env file not found[/yellow]")
@@ -1168,9 +1160,6 @@ def live(
 
     # Display configuration
     console.print("\n[bold]Configuration:[/bold]")
-    if mock:
-        console.print("   Mode: [yellow]MOCK[/yellow] (Simulated prices)")
-    else:
     console.print(
         "   Mode: [green]LIVE[/green] (Real-time prices via Finnhub)",
     )
@@ -1188,8 +1177,7 @@ def live(
     project_root = get_project_root()
     os.chdir(project_root)
 
-    # Data update (if not mock mode)
+    # Data update
-    if not mock:
     run_data_updater(project_root)
     auto_update_market_store(
         config_name,
@@ -1200,10 +1188,6 @@ def live(
         end_date=nyse_now.date().isoformat(),
         force=False,
     )
-    else:
-        console.print(
-            "\n[dim]Mock mode enabled - skipping data update[/dim]\n",
-        )
 
     # Build command using backend.main
     cmd = [
@@ -1229,8 +1213,6 @@ def live(
         str(interval_minutes),
     ]
 
-    if mock:
-        cmd.append("--mock")
     if enable_memory:
         cmd.append("--enable-memory")
 

backend/config/data_config.py

@@ -76,27 +76,19 @@ def _resolve_config() -> DataSourceConfig:
     """
     Resolve data source configuration based on available API keys.
 
-    Priority:
+    The effective source should always match the first item in the resolved
-    1. FINNHUB_API_KEY (if set)
+    ordered source list.
-    2. FINANCIAL_DATASETS_API_KEY (if set)
-    3. Raises error if neither is available
     """
     sources = _ordered_sources()
-    if "finnhub" in sources:
+    source = sources[0] if sources else "local_csv"
-        return DataSourceConfig(
+
-            source="finnhub",
+    api_key = ""
-            api_key=os.getenv("FINNHUB_API_KEY", "").strip(),
+    if source == "finnhub":
-            sources=sources,
+        api_key = os.getenv("FINNHUB_API_KEY", "").strip()
-        )
+    elif source == "financial_datasets":
-    if "financial_datasets" in sources:
+        api_key = os.getenv("FINANCIAL_DATASETS_API_KEY", "").strip()
-        return DataSourceConfig(
+
-            source="financial_datasets",
+    return DataSourceConfig(source=source, api_key=api_key, sources=sources)
-            api_key=os.getenv("FINANCIAL_DATASETS_API_KEY", "").strip(),
-            sources=sources,
-        )
-    if "yfinance" in sources:
-        return DataSourceConfig(source="yfinance", api_key="", sources=sources)
-    return DataSourceConfig(source="local_csv", api_key="", sources=sources)
 
 
 def get_config() -> DataSourceConfig:

backend/core/pipeline_runner.py

@@ -244,10 +244,8 @@ async def run_pipeline(
         start_date = bootstrap.get("start_date")
         end_date = bootstrap.get("end_date")
         enable_memory = bootstrap.get("enable_memory", False)
-        enable_mock = bootstrap.get("enable_mock", False)
 
         is_backtest = mode == "backtest"
-        is_mock = enable_mock or mode == "mock" or (not is_backtest and os.getenv("MOCK_MODE", "false").lower() == "true")
 
         # ======================================================================
         # PHASE 0: Initialize runtime manager
@@ -266,10 +264,6 @@ async def run_pipeline(
 
         set_global_runtime_manager(runtime_manager)
 
-        # Register runtime manager with API
-        from backend.api.runtime import register_runtime_manager
-        register_runtime_manager(runtime_manager)
-
         # ======================================================================
         # PHASE 1 & 2: Create infrastructure services (Market, Storage)
         # These will be started by Gateway in the correct order
@@ -292,9 +286,8 @@ async def run_pipeline(
         market_service = MarketService(
             tickers=tickers,
             poll_interval=10,
-            mock_mode=is_mock and not is_backtest,
             backtest_mode=is_backtest,
-            api_key=os.getenv("FINNHUB_API_KEY") if not is_mock and not is_backtest else None,
+            api_key=os.getenv("FINNHUB_API_KEY") if not is_backtest else None,
             backtest_start_date=start_date if is_backtest else None,
             backtest_end_date=end_date if is_backtest else None,
         )
@@ -391,7 +384,6 @@ async def run_pipeline(
             scheduler_callback=scheduler_callback,
             config={
                 "mode": mode,
-                "mock_mode": is_mock,
                 "backtest_mode": is_backtest,
                 "tickers": tickers,
                 "config_name": run_id,

backend/core/state_sync.py

@@ -465,7 +465,6 @@ class StateSync:
 
         payload = {
             "server_mode": self._state.get("server_mode", "live"),
-            "is_mock_mode": self._state.get("is_mock_mode", False),
             "is_backtest": self._state.get("is_backtest", False),
             "tickers": self._state.get("tickers"),
             "runtime_config": self._state.get("runtime_config"),
@@ -488,12 +487,13 @@ class StateSync:
         }
 
         if include_dashboard:
+            dashboard_snapshot = self.storage.build_dashboard_snapshot_from_state(self._state)
             payload["dashboard"] = {
-                "summary": self.storage.load_file("summary"),
+                "summary": dashboard_snapshot.get("summary"),
-                "holdings": self.storage.load_file("holdings"),
+                "holdings": dashboard_snapshot.get("holdings"),
-                "stats": self.storage.load_file("stats"),
+                "stats": dashboard_snapshot.get("stats"),
-                "trades": self.storage.load_file("trades"),
+                "trades": dashboard_snapshot.get("trades"),
-                "leaderboard": self.storage.load_file("leaderboard"),
+                "leaderboard": dashboard_snapshot.get("leaderboard"),
             }
 
         return payload

backend/data/__init__.py

@@ -1,6 +1,5 @@
 # -*- coding: utf-8 -*-
 from backend.data.historical_price_manager import HistoricalPriceManager
-from backend.data.mock_price_manager import MockPriceManager
 from backend.data.polling_price_manager import PollingPriceManager
 
-__all__ = ["MockPriceManager", "PollingPriceManager", "HistoricalPriceManager"]
+__all__ = ["PollingPriceManager", "HistoricalPriceManager"]

backend/data/market_ingest.py

@@ -8,6 +8,7 @@ from typing import Iterable
 
 from backend.data.market_store import MarketStore
 from backend.data.news_alignment import align_news_for_symbol
+from backend.data.provider_router import DataProviderRouter
 from backend.data.polygon_client import (
     fetch_news,
     fetch_ohlc,
@@ -24,6 +25,35 @@ def _default_start(years: int = 2) -> str:
     return (datetime.now(timezone.utc).date() - timedelta(days=years * 366)).isoformat()
 
 
+def _normalize_provider_news_rows(ticker: str, news_items: Iterable[Any]) -> list[dict]:
+    rows: list[dict] = []
+    for item in news_items:
+        payload = item.model_dump() if hasattr(item, "model_dump") else dict(item or {})
+        related = payload.get("related")
+        if isinstance(related, str):
+            related_list = [value.strip().upper() for value in related.split(",") if value.strip()]
+        elif isinstance(related, list):
+            related_list = [str(value).strip().upper() for value in related if str(value).strip()]
+        else:
+            related_list = []
+        if ticker not in related_list:
+            related_list.append(ticker)
+        rows.append(
+            {
+                "title": payload.get("title"),
+                "description": payload.get("summary"),
+                "summary": payload.get("summary"),
+                "article_url": payload.get("url"),
+                "published_utc": payload.get("date"),
+                "publisher": payload.get("source"),
+                "tickers": related_list,
+                "category": payload.get("category"),
+                "raw_json": payload,
+            }
+        )
+    return rows
+
+
 def ingest_ticker_history(
     symbol: str,
     *,
@@ -114,6 +144,80 @@ def update_ticker_incremental(
     }
 
 
+def refresh_news_incremental(
+    symbol: str,
+    *,
+    end_date: str | None = None,
+    store: MarketStore | None = None,
+) -> dict:
+    """Incrementally fetch company news using the configured provider router."""
+    ticker = normalize_symbol(symbol)
+    market_store = store or MarketStore()
+    watermarks = market_store.get_ticker_watermarks(ticker)
+    end = end_date or _today_utc()
+    start_news = (
+        (datetime.fromisoformat(watermarks["last_news_fetch"]) + timedelta(days=1)).date().isoformat()
+        if watermarks.get("last_news_fetch")
+        else _default_start()
+    )
+
+    if start_news > end:
+        return {
+            "symbol": ticker,
+            "start_news_date": start_news,
+            "end_date": end,
+            "news": 0,
+            "aligned": 0,
+        }
+
+    router = DataProviderRouter()
+    news_items, source = router.get_company_news(
+        ticker=ticker,
+        start_date=start_news,
+        end_date=end,
+        limit=1000,
+    )
+    news_rows = _normalize_provider_news_rows(ticker, news_items)
+    news_count = market_store.upsert_news(ticker, news_rows, source=source) if news_rows else 0
+    aligned_count = align_news_for_symbol(market_store, ticker)
+    market_store.update_fetch_watermark(
+        symbol=ticker,
+        news_date=end if news_rows or watermarks.get("last_news_fetch") else None,
+    )
+
+    return {
+        "symbol": ticker,
+        "start_news_date": start_news,
+        "end_date": end,
+        "news": news_count,
+        "aligned": aligned_count,
+        "source": source,
+    }
+
+
+def refresh_news_for_symbols(
+    symbols: Iterable[str],
+    *,
+    end_date: str | None = None,
+    store: MarketStore | None = None,
+) -> list[dict]:
+    """Incrementally refresh company news for a list of tickers."""
+    market_store = store or MarketStore()
+    results = []
+    for symbol in symbols:
+        ticker = normalize_symbol(symbol)
+        if not ticker:
+            continue
+        results.append(
+            refresh_news_incremental(
+                ticker,
+                end_date=end_date,
+                store=market_store,
+            )
+        )
+    return results
+
+
 def ingest_symbols(
     symbols: Iterable[str],
     *,

backend/data/market_store.py

@@ -9,7 +9,7 @@ import os
 import sqlite3
 from datetime import datetime, timezone
 from pathlib import Path
-from typing import Any, Iterable
+from typing import Any, Iterable, Optional
 
 
 SCHEMA = """
@@ -147,12 +147,30 @@ def _utc_timestamp() -> str:
 
 
 class MarketStore:
-    """SQLite-backed market research warehouse."""
+    """SQLite-backed market research warehouse. Use get_instance() for the singleton."""
+
+    _instance: Optional["MarketStore"] = None
+
+    def __new__(cls, db_path: Path | None = None) -> "MarketStore":
+        if cls._instance is not None:
+            if db_path is None or cls._instance.db_path == Path(db_path or get_market_db_path()):
+                return cls._instance
+        instance = super().__new__(cls)
+        cls._instance = instance
+        return instance
 
     def __init__(self, db_path: Path | None = None):
+        if getattr(self, "_initialized", False):
+            return
         self.db_path = Path(db_path or get_market_db_path())
         self.db_path.parent.mkdir(parents=True, exist_ok=True)
         self._init_db()
+        self._initialized = True
+
+    @classmethod
+    def get_instance(cls, db_path: Path | None = None) -> "MarketStore":
+        """Get the MarketStore singleton instance."""
+        return cls(db_path)
 
     def _connect(self) -> sqlite3.Connection:
         conn = sqlite3.connect(self.db_path)

backend/data/mock_price_manager.py

@@ -1,244 +0,0 @@
-# -*- coding: utf-8 -*-
-"""
-Mock Price Manager - For testing during non-trading hours
-Generates virtual real-time price data
-"""
-import logging
-import os
-import random
-import threading
-import time
-from typing import Callable, Dict, List, Optional
-from backend.data.provider_utils import normalize_symbol
-
-logger = logging.getLogger(__name__)
-
-
-class MockPriceManager:
-    """Mock Price Manager - Generates virtual prices for testing"""
-
-    def __init__(self, poll_interval: int = 10, volatility: float = 0.5):
-        """
-        Args:
-            poll_interval: Price update interval in seconds
-            volatility: Price volatility percentage
-        """
-        if poll_interval is None:
-            poll_interval = int(os.getenv("MOCK_POLL_INTERVAL", "5"))
-        if volatility is None:
-            volatility = float(os.getenv("MOCK_VOLATILITY", "0.5"))
-
-        self.poll_interval = poll_interval
-        self.volatility = volatility
-
-        self.subscribed_symbols: List[str] = []
-        self.base_prices: Dict[str, float] = {}
-        self.open_prices: Dict[str, float] = {}
-        self.latest_prices: Dict[str, float] = {}
-        self.price_callbacks: List[Callable] = []
-
-        self.running = False
-        self._thread: Optional[threading.Thread] = None
-
-        self.default_base_prices = {
-            "AAPL": 237.50,
-            "MSFT": 425.30,
-            "GOOGL": 161.50,
-            "AMZN": 218.45,
-            "NVDA": 950.00,
-            "META": 573.22,
-            "TSLA": 342.15,
-            "AMD": 168.90,
-            "NFLX": 688.25,
-            "INTC": 42.18,
-            "COIN": 285.50,
-            "PLTR": 45.80,
-            "BABA": 88.30,
-            "DIS": 112.50,
-            "BKNG": 4850.00,
-        }
-
-        logger.info(
-            f"MockPriceManager initialized (interval: {self.poll_interval}s, "
-            f"volatility: {self.volatility}%)",
-        )
-
-    def subscribe(
-        self,
-        symbols: List[str],
-        base_prices: Dict[str, float] = None,
-    ):
-        """Subscribe to stock symbols"""
-        for symbol in symbols:
-            symbol = normalize_symbol(symbol)
-            if symbol not in self.subscribed_symbols:
-                self.subscribed_symbols.append(symbol)
-
-                if base_prices and symbol in base_prices:
-                    base_price = base_prices[symbol]
-                elif symbol in self.default_base_prices:
-                    base_price = self.default_base_prices[symbol]
-                else:
-                    base_price = random.uniform(50, 500)
-
-                self.base_prices[symbol] = base_price
-                self.open_prices[symbol] = base_price
-                self.latest_prices[symbol] = base_price
-
-                logger.info(
-                    f"Subscribed to mock price: {symbol} (base: ${base_price:.2f})",  # noqa: E501
-                )
-
-    def unsubscribe(self, symbols: List[str]):
-        """Unsubscribe from symbols"""
-        for symbol in symbols:
-            symbol = normalize_symbol(symbol)
-            if symbol in self.subscribed_symbols:
-                self.subscribed_symbols.remove(symbol)
-                self.base_prices.pop(symbol, None)
-                self.open_prices.pop(symbol, None)
-                self.latest_prices.pop(symbol, None)
-                logger.info(f"Unsubscribed: {symbol}")
-
-    def add_price_callback(self, callback: Callable):
-        """Add price update callback"""
-        self.price_callbacks.append(callback)
-
-    def _generate_price_update(self, symbol: str) -> float:
-        """Generate price update based on random walk"""
-        current_price = self.latest_prices.get(
-            symbol,
-            self.base_prices[symbol],
-        )
-
-        change_percent = random.uniform(-self.volatility, self.volatility)
-        new_price = current_price * (1 + change_percent / 100)
-
-        # 10% chance of larger movement
-        if random.random() < 0.1:
-            trend_factor = random.uniform(-2, 2)
-            new_price = new_price * (1 + trend_factor / 100)
-
-        # Limit intraday movement to +/-10%
-        open_price = self.open_prices[symbol]
-        max_price = open_price * 1.10
-        min_price = open_price * 0.90
-        new_price = max(min_price, min(max_price, new_price))
-
-        return new_price
-
-    def _update_prices(self):
-        """Update prices for all subscribed stocks"""
-        timestamp = int(time.time() * 1000)
-
-        for symbol in self.subscribed_symbols:
-            try:
-                new_price = self._generate_price_update(symbol)
-                self.latest_prices[symbol] = new_price
-
-                open_price = self.open_prices[symbol]
-                ret = ((new_price - open_price) / open_price) * 100
-
-                price_data = {
-                    "symbol": symbol,
-                    "price": new_price,
-                    "timestamp": timestamp,
-                    "volume": random.randint(1000000, 10000000),
-                    "open": open_price,
-                    "high": max(new_price, open_price),
-                    "low": min(new_price, open_price),
-                    "previous_close": open_price,
-                    "ret": ret,
-                }
-
-                for callback in self.price_callbacks:
-                    try:
-                        callback(price_data)
-                    except Exception as e:
-                        logger.error(
-                            f"Mock price callback error ({symbol}): {e}",
-                        )
-
-                logger.debug(
-                    f"Mock {symbol}: ${new_price:.2f} [ret: {ret:+.2f}%]",
-                )
-
-            except Exception as e:
-                logger.error(f"Failed to generate mock price ({symbol}): {e}")
-
-    def _polling_loop(self):
-        """Main polling loop"""
-        logger.info(
-            f"Mock price generation started (interval: {self.poll_interval}s)",
-        )
-
-        while self.running:
-            try:
-                start_time = time.time()
-                self._update_prices()
-
-                elapsed = time.time() - start_time
-                sleep_time = max(0, self.poll_interval - elapsed)
-                if sleep_time > 0:
-                    time.sleep(sleep_time)
-
-            except Exception as e:
-                logger.error(f"Mock polling loop error: {e}")
-                time.sleep(5)
-
-    def start(self):
-        """Start mock price generation"""
-        if self.running:
-            logger.warning("Mock price manager already running")
-            return
-
-        if not self.subscribed_symbols:
-            logger.warning("No stocks subscribed")
-            return
-
-        self.running = True
-        self._thread = threading.Thread(target=self._polling_loop, daemon=True)
-        self._thread.start()
-
-        logger.info(
-            f"Mock price manager started: {', '.join(self.subscribed_symbols)}",  # noqa: E501
-        )
-
-    def stop(self):
-        """Stop mock price generation"""
-        self.running = False
-        if self._thread:
-            self._thread.join(timeout=5)
-        logger.info("Mock price manager stopped")
-
-    def get_latest_price(self, symbol: str) -> Optional[float]:
-        """Get latest price for symbol"""
-        return self.latest_prices.get(symbol)
-
-    def get_all_latest_prices(self) -> Dict[str, float]:
-        """Get all latest prices"""
-        return self.latest_prices.copy()
-
-    def get_open_price(self, symbol: str) -> Optional[float]:
-        """Get open price for symbol"""
-        return self.open_prices.get(symbol)
-
-    def reset_open_prices(self):
-        """Reset open prices for new trading day"""
-        for symbol in self.subscribed_symbols:
-            last_close = self.latest_prices[symbol]
-            gap_percent = random.uniform(-1, 1)
-            new_open = last_close * (1 + gap_percent / 100)
-            self.open_prices[symbol] = new_open
-            self.latest_prices[symbol] = new_open
-        logger.info("Open prices reset")
-
-    def set_base_price(self, symbol: str, price: float):
-        """Manually set base price for testing"""
-        if symbol in self.subscribed_symbols:
-            self.base_prices[symbol] = price
-            self.open_prices[symbol] = price
-            self.latest_prices[symbol] = price
-            logger.info(f"{symbol} base price set to: ${price:.2f}")
-        else:
-            logger.warning(f"{symbol} not subscribed")

backend/data/polling_price_manager.py

@@ -15,6 +15,9 @@ from backend.data.provider_utils import normalize_symbol
 logger = logging.getLogger(__name__)
 
 
+_SUPPRESSED_LOG_EVERY = 20
+
+
 class PollingPriceManager:
     """Polling-based price manager using Finnhub or yfinance."""
 
@@ -43,6 +46,7 @@ class PollingPriceManager:
         self.latest_prices: Dict[str, float] = {}
         self.open_prices: Dict[str, float] = {}
         self.price_callbacks: List[Callable] = []
+        self._failure_counts: Dict[str, int] = {}
 
         self.running = False
         self._thread: Optional[threading.Thread] = None
@@ -77,6 +81,8 @@ class PollingPriceManager:
         for symbol in self.subscribed_symbols:
             try:
                 quote_data = self._fetch_quote(symbol)
+                if not isinstance(quote_data, dict):
+                    raise ValueError(f"{symbol}: Empty quote payload")
 
                 current_price = quote_data.get("c")
                 open_price = quote_data.get("o")
@@ -103,6 +109,13 @@ class PollingPriceManager:
                 )
 
                 self.latest_prices[symbol] = current_price
+                previous_failures = self._failure_counts.pop(symbol, 0)
+                if previous_failures > 0:
+                    logger.info(
+                        "%s quote polling recovered after %d consecutive failures",
+                        symbol,
+                        previous_failures,
+                    )
 
                 price_data = {
                     "symbol": symbol,
@@ -128,7 +141,20 @@ class PollingPriceManager:
                 )
 
             except Exception as e:
-                logger.error(f"Failed to fetch {symbol} price: {e}")
+                failure_count = self._failure_counts.get(symbol, 0) + 1
+                self._failure_counts[symbol] = failure_count
+                message = f"Failed to fetch {symbol} price: {e}"
+
+                if failure_count == 1:
+                    logger.warning(message)
+                elif failure_count % _SUPPRESSED_LOG_EVERY == 0:
+                    logger.warning(
+                        "%s (repeated %d times; suppressing intermediate failures)",
+                        message,
+                        failure_count,
+                    )
+                else:
+                    logger.debug(message)
 
     def _fetch_quote(self, symbol: str) -> Dict[str, float]:
         """Fetch a normalized quote payload from the configured provider."""
@@ -136,7 +162,10 @@ class PollingPriceManager:
             return self._fetch_yfinance_quote(symbol)
         if not self.finnhub_client:
             raise ValueError("Finnhub API key required for finnhub polling")
-        return self.finnhub_client.quote(symbol)
+        quote = self.finnhub_client.quote(symbol)
+        if not isinstance(quote, dict):
+            raise ValueError(f"{symbol}: Invalid Finnhub quote payload")
+        return quote
 
     def _fetch_yfinance_quote(self, symbol: str) -> Dict[str, float]:
         """Fetch quote data from yfinance and normalize to Finnhub-like keys."""
@@ -162,6 +191,8 @@ class PollingPriceManager:
 
         if current_price is None:
             history = ticker.history(period="1d", interval="1m", auto_adjust=False)
+            if history is None:
+                raise ValueError(f"{symbol}: yfinance returned no history frame")
             if history.empty:
                 raise ValueError(f"{symbol}: No yfinance quote data")
             latest = history.iloc[-1]

backend/domains/news.py

@@ -30,6 +30,7 @@ def ensure_news_fresh(
     *,
     ticker: str,
     target_date: str | None = None,
+    refresh_if_stale: bool = True,
 ) -> dict[str, Any]:
     """Refresh raw news incrementally when stored watermarks are stale."""
     normalized_target = str(target_date or "").strip()[:10]
@@ -44,7 +45,7 @@ def ensure_news_fresh(
     watermarks = store.get_ticker_watermarks(ticker)
     last_news_fetch = str(watermarks.get("last_news_fetch") or "").strip()[:10]
     refreshed = False
-    if not last_news_fetch or last_news_fetch < normalized_target:
+    if refresh_if_stale and (not last_news_fetch or last_news_fetch < normalized_target):
         update_ticker_incremental(
             ticker,
             end_date=normalized_target,
@@ -69,8 +70,14 @@ def get_enriched_news(
     start_date: str | None = None,
     end_date: str | None = None,
     limit: int = 100,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=end_date,
+        refresh_if_stale=refresh_if_stale,
+    )
     rows = store.get_news_items_enriched(
         ticker,
         start_date=start_date,
@@ -100,8 +107,14 @@ def get_news_for_date(
     ticker: str,
     date: str,
     limit: int = 20,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=date,
+        refresh_if_stale=refresh_if_stale,
+    )
     rows = store.get_news_items_enriched(
         ticker,
         trade_date=date,
@@ -129,8 +142,14 @@ def get_news_timeline(
     ticker: str,
     start_date: str,
     end_date: str,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=end_date,
+        refresh_if_stale=refresh_if_stale,
+    )
     timeline = store.get_news_timeline_enriched(
         ticker,
         start_date=start_date,
@@ -165,8 +184,14 @@ def get_news_categories(
     start_date: str | None = None,
     end_date: str | None = None,
     limit: int = 200,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=end_date,
+        refresh_if_stale=refresh_if_stale,
+    )
     rows = store.get_news_items_enriched(
         ticker,
         start_date=start_date,
@@ -196,8 +221,14 @@ def get_similar_days_payload(
     ticker: str,
     date: str,
     n_similar: int = 5,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=date,
+        refresh_if_stale=refresh_if_stale,
+    )
     result = find_similar_days(
         store,
         symbol=ticker,
@@ -213,8 +244,14 @@ def get_story_payload(
     *,
     ticker: str,
     as_of_date: str,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=as_of_date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=as_of_date,
+        refresh_if_stale=refresh_if_stale,
+    )
     enrich_news_for_symbol(
         store,
         ticker,
@@ -238,8 +275,14 @@ def get_range_explain_payload(
     end_date: str,
     article_ids: list[str] | None = None,
     limit: int = 100,
+    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
+    freshness = ensure_news_fresh(
+        store,
+        ticker=ticker,
+        target_date=end_date,
+        refresh_if_stale=refresh_if_stale,
+    )
     news_rows = []
     if article_ids:
         news_rows = store.get_news_by_ids_enriched(ticker, article_ids)

backend/gateway_server.py

@@ -43,6 +43,71 @@ logger = logging.getLogger(__name__)
 _prompt_loader = get_prompt_loader()
 
 
+INFO_LOGGER_PREFIXES = (
+    "backend.agents",
+    "backend.core.pipeline",
+    "backend.core.scheduler",
+    "backend.services.gateway_cycle_support",
+    "backend.utils.terminal_dashboard",
+)
+
+NOISY_LOGGER_LEVELS = {
+    "aiohttp": logging.WARNING,
+    "asyncio": logging.WARNING,
+    "dashscope": logging.WARNING,
+    "finnhub": logging.WARNING,
+    "httpcore": logging.WARNING,
+    "httpx": logging.WARNING,
+    "urllib3": logging.WARNING,
+    "websockets": logging.WARNING,
+    "yfinance": logging.WARNING,
+    "backend.data.polling_price_manager": logging.WARNING,
+    "backend.services.gateway": logging.WARNING,
+    "backend.services.market": logging.WARNING,
+    "backend.services.storage": logging.WARNING,
+}
+
+
+class SuppressNoisyInfoFilter(logging.Filter):
+    """Filter out low-signal library INFO logs while keeping warnings/errors."""
+
+    def filter(self, record: logging.LogRecord) -> bool:
+        if record.levelno >= logging.WARNING:
+            return True
+
+        message = record.getMessage()
+        if record.name == "httpx" and message.startswith("HTTP Request:"):
+            return False
+        if record.name.startswith("websockets") and "connection open" in message:
+            return False
+
+        return True
+
+
+def configure_gateway_logging(verbose: bool = False) -> None:
+    """Configure gateway logging with low-noise defaults for runtime logs."""
+    root_level = logging.DEBUG if verbose else logging.WARNING
+    logging.basicConfig(
+        level=root_level,
+        format="%(asctime)s | %(levelname)-7s | %(name)s:%(lineno)d - %(message)s",
+        force=True,
+    )
+
+    if not verbose:
+        suppress_filter = SuppressNoisyInfoFilter()
+        for handler in logging.getLogger().handlers:
+            handler.addFilter(suppress_filter)
+
+    for logger_name, level in NOISY_LOGGER_LEVELS.items():
+        logging.getLogger(logger_name).setLevel(logging.DEBUG if verbose else level)
+
+    if not verbose:
+        for prefix in INFO_LOGGER_PREFIXES:
+            logging.getLogger(prefix).setLevel(logging.INFO)
+
+    logging.getLogger(__name__).setLevel(logging.INFO if not verbose else logging.DEBUG)
+
+
 async def run_gateway(
     run_id: str,
     run_dir: Path,
@@ -65,10 +130,8 @@ async def run_gateway(
     end_date = bootstrap.get("end_date")
     enable_memory = bootstrap.get("enable_memory", False)
     poll_interval = int(bootstrap.get("poll_interval", 10))
-    enable_mock = bootstrap.get("enable_mock", False)
 
     is_backtest = mode == "backtest"
-    is_mock = enable_mock or mode == "mock" or (not is_backtest and os.getenv("MOCK_MODE", "false").lower() == "true")
 
     logger.info(f"[Gateway Server] Starting run {run_id} on port {port}")
 
@@ -87,9 +150,8 @@ async def run_gateway(
             market_service = MarketService(
                 tickers=tickers,
                 poll_interval=poll_interval,
-                mock_mode=is_mock and not is_backtest,
                 backtest_mode=is_backtest,
-                api_key=os.getenv("FINNHUB_API_KEY") if not is_mock and not is_backtest else None,
+                api_key=os.getenv("FINNHUB_API_KEY") if not is_backtest else None,
                 backtest_start_date=start_date if is_backtest else None,
                 backtest_end_date=end_date if is_backtest else None,
             )
@@ -182,7 +244,6 @@ async def run_gateway(
                 scheduler_callback=scheduler_callback,
                 config={
                     "mode": mode,
-                    "mock_mode": is_mock,
                     "backtest_mode": is_backtest,
                     "tickers": tickers,
                     "config_name": run_id,
@@ -222,11 +283,7 @@ def main():
     args = parser.parse_args()
 
     # Setup logging
-    level = logging.DEBUG if args.verbose else logging.INFO
+    configure_gateway_logging(verbose=args.verbose)
-    logging.basicConfig(
-        level=level,
-        format="%(asctime)s | %(levelname)-7s | %(name)s:%(lineno)d - %(message)s",
-    )
 
     # Parse bootstrap
     bootstrap = json.loads(args.bootstrap)

backend/llm/models.py

@@ -3,6 +3,8 @@
 AgentScope Native Model Factory
 Uses native AgentScope model classes for LLM calls
 """
+import asyncio
+import inspect
 import os
 import time
 import logging
@@ -34,6 +36,27 @@ logger = logging.getLogger(__name__)
 T = TypeVar("T")
 
 
+def _usage_value(usage: Any, key: str, default: Any = 0) -> Any:
+    """Read usage fields from both object-style and dict-style usage payloads."""
+    if usage is None:
+        return default
+    if isinstance(usage, dict):
+        return usage.get(key, default)
+    try:
+        return getattr(usage, key)
+    except (AttributeError, KeyError):
+        return default
+
+
+def _usage_total_tokens(usage: Any) -> int:
+    total = _usage_value(usage, "total_tokens", None)
+    if total is not None:
+        return int(total or 0)
+    input_tokens = _usage_value(usage, "input_tokens", 0)
+    output_tokens = _usage_value(usage, "output_tokens", 0)
+    return int((input_tokens or 0) + (output_tokens or 0))
+
+
 class RetryChatModel:
     """Wraps an AgentScope model with automatic retry for transient errors.
 
@@ -55,6 +78,7 @@ class RetryChatModel:
         "502",
         "504",
         "connection",
+        "disconnected",
         "temporary",
         "overloaded",
         "too_many_requests",
@@ -150,8 +174,8 @@ class RetryChatModel:
                 # Track usage if available
                 if hasattr(result, "usage") and result.usage:
                     usage = result.usage
-                    self._total_tokens_used += getattr(usage, "total_tokens", 0)
+                    self._total_tokens_used += _usage_total_tokens(usage)
-                    self._total_cost += getattr(usage, "cost", 0.0)
+                    self._total_cost += float(_usage_value(usage, "cost", 0.0) or 0.0)
 
                 return result
 
@@ -192,9 +216,66 @@ class RetryChatModel:
             raise last_error
         raise RuntimeError("RetryChatModel: Unexpected state, no error but no result")
 
+    async def _call_with_retry_async(self, func: Callable[..., T], *args, **kwargs) -> T:
+        """Call an async function with retry logic for transient errors."""
+        last_error: Optional[Exception] = None
+
+        for attempt in range(1, self._max_retries + 1):
+            try:
+                result = await func(*args, **kwargs)
+
+                if hasattr(result, "usage") and result.usage:
+                    usage = result.usage
+                    self._total_tokens_used += _usage_total_tokens(usage)
+                    self._total_cost += float(_usage_value(usage, "cost", 0.0) or 0.0)
+
+                return result
+
+            except Exception as e:
+                last_error = e
+
+                if attempt >= self._max_retries:
+                    logger.error(
+                        "RetryChatModel: Max retries (%d) exhausted for %s",
+                        self._max_retries,
+                        self.model_name,
+                    )
+                    break
+
+                if not self._is_transient_error(e):
+                    logger.warning(
+                        "RetryChatModel: Non-transient error, not retrying: %s",
+                        str(e),
+                    )
+                    break
+
+                delay = self._calculate_delay(attempt)
+                logger.warning(
+                    "RetryChatModel: Transient async error on attempt %d/%d, "
+                    "retrying in %.1fs: %s",
+                    attempt,
+                    self._max_retries,
+                    delay,
+                    str(e)[:200],
+                )
+
+                if self._on_retry:
+                    self._on_retry(attempt, e, delay)
+
+                await asyncio.sleep(delay)
+
+        if last_error is not None:
+            raise last_error
+        raise RuntimeError("RetryChatModel: Unexpected async state, no error but no result")
+
     def __call__(self, *args, **kwargs) -> Any:
         """Forward calls to the wrapped model with retry logic."""
-        return self._call_with_retry(self._model, *args, **kwargs)
+        model_call = getattr(self._model, "__call__", None)
+        if inspect.iscoroutinefunction(self._model) or inspect.iscoroutinefunction(model_call):
+            return self._call_with_retry_async(self._model, *args, **kwargs)
+
+        result = self._model(*args, **kwargs)
+        return result
 
     def __getattr__(self, name: str) -> Any:
         """Proxy attribute access to the wrapped model."""
@@ -248,10 +329,18 @@ class TokenRecordingModelWrapper:
         if usage is None:
             return
 
-        self._prompt_tokens += getattr(usage, "prompt_tokens", 0)
+        prompt_tokens = _usage_value(usage, "prompt_tokens", None)
-        self._completion_tokens += getattr(usage, "completion_tokens", 0)
+        completion_tokens = _usage_value(usage, "completion_tokens", None)
-        self._total_tokens += getattr(usage, "total_tokens", 0)
+
-        self._total_cost += getattr(usage, "cost", 0.0)
+        if prompt_tokens is None:
+            prompt_tokens = _usage_value(usage, "input_tokens", 0)
+        if completion_tokens is None:
+            completion_tokens = _usage_value(usage, "output_tokens", 0)
+
+        self._prompt_tokens += int(prompt_tokens or 0)
+        self._completion_tokens += int(completion_tokens or 0)
+        self._total_tokens += _usage_total_tokens(usage)
+        self._total_cost += float(_usage_value(usage, "cost", 0.0) or 0.0)
 
     def __call__(self, *args, **kwargs) -> Any:
         """Forward calls and record usage."""
@@ -401,7 +490,8 @@ def create_model(
         if host:
             model_kwargs["host"] = host
 
-    return model_class(**model_kwargs)
+    model = model_class(**model_kwargs)
+    return RetryChatModel(model)
 
 
 def get_agent_model(agent_id: str, stream: bool = False):

backend/main.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 """
 Main Entry Point
-Supports: backtest, live, mock modes
+Supports: backtest, live modes
 """
 import argparse
 import asyncio
@@ -226,17 +226,13 @@ async def run_with_gateway(args):
     )
     runtime_manager.prepare_run()
     set_global_runtime_manager(runtime_manager)
-    register_runtime_manager(runtime_manager)
 
     # Create market service
     market_service = MarketService(
         tickers=tickers,
         poll_interval=args.poll_interval,
-        mock_mode=args.mock and not is_backtest,
         backtest_mode=is_backtest,
-        api_key=os.getenv("FINNHUB_API_KEY")
+        api_key=os.getenv("FINNHUB_API_KEY") if not is_backtest else None,
-        if not args.mock and not is_backtest
-        else None,
         backtest_start_date=args.start_date if is_backtest else None,
         backtest_end_date=args.end_date if is_backtest else None,
     )
@@ -321,7 +317,6 @@ async def run_with_gateway(args):
         scheduler_callback=scheduler_callback,
         config={
             "mode": args.mode,
-            "mock_mode": args.mock,
             "backtest_mode": is_backtest,
             "tickers": tickers,
             "config_name": config_name,
@@ -354,8 +349,7 @@ def main():
     """Main entry point"""
     parser = argparse.ArgumentParser(description="Trading System")
     parser.add_argument("--mode", choices=["live", "backtest"], default="live")
-    parser.add_argument("--mock", action="store_true")
+    parser.add_argument("--config-name", default="live")
-    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(

backend/runtime/manager.py

@@ -13,15 +13,30 @@ from .registry import RuntimeRegistry
 _global_runtime_manager: Optional["TradingRuntimeManager"] = None
 _shutdown_event: Optional[asyncio.Event] = None
 
+# Lazy import to avoid circular dependency
+_api_runtime = None
+
+
+def _get_api_runtime():
+    global _api_runtime
+    if _api_runtime is None:
+        from backend.api import runtime as api_runtime_module
+        _api_runtime = api_runtime_module
+    return _api_runtime
+
 
 def set_global_runtime_manager(manager: "TradingRuntimeManager") -> None:
     global _global_runtime_manager
     _global_runtime_manager = manager
+    # Sync to RuntimeState for consistency
+    _get_api_runtime().register_runtime_manager(manager)
 
 
 def clear_global_runtime_manager() -> None:
     global _global_runtime_manager
     _global_runtime_manager = None
+    # Sync to RuntimeState for consistency
+    _get_api_runtime().unregister_runtime_manager()
 
 
 def get_global_runtime_manager() -> Optional["TradingRuntimeManager"]:

backend/services/gateway.py

@@ -111,7 +111,6 @@ class Gateway:
             host=host,
             port=port,
             poll_interval=self.config.get("poll_interval", 10),
-            mock=self.config.get("mock_mode", False),
             tickers=self.config.get("tickers", []),
             initial_cash=self.storage.initial_cash,
             start_date=self._backtest_start_date or "",
@@ -125,10 +124,6 @@ class Gateway:
         self.state_sync.update_state("status", "initializing")
         self.state_sync.update_state("server_mode", self.mode)
         self.state_sync.update_state("is_backtest", self.is_backtest)
-        self.state_sync.update_state(
-            "is_mock_mode",
-            self.config.get("mock_mode", False),
-        )
         self.state_sync.update_state("tickers", self.config.get("tickers", []))
         self.state_sync.update_state(
             "runtime_config",
@@ -152,10 +147,11 @@ class Gateway:
         )
 
         # Load and display existing portfolio state if available
-        summary = self.storage.load_file("summary")
+        dashboard_snapshot = self.storage.build_dashboard_snapshot_from_state(self.state_sync.state)
+        summary = dashboard_snapshot.get("summary")
         if summary:
-            holdings = self.storage.load_file("holdings") or []
+            holdings = dashboard_snapshot.get("holdings") or []
-            trades = self.storage.load_file("trades") or []
+            trades = dashboard_snapshot.get("trades") or []
             current_date = self.state_sync.state.get("current_date")
             self._dashboard.update(
                 date=current_date or "-",
@@ -544,13 +540,13 @@ class Gateway:
         websocket: ServerConnection,
         data: Dict[str, Any],
     ) -> None:
-        """Run one live/mock trading cycle on demand."""
+        """Run one live trading cycle on demand."""
         if self.is_backtest:
             await websocket.send(
                 json.dumps(
                     {
                         "type": "error",
-                        "message": "Manual trigger is only available in live/mock mode.",
+                        "message": "Manual trigger is only available in live mode.",
                     },
                     ensure_ascii=False,
                 ),

backend/services/gateway_admin_handlers.py

@@ -1,5 +1,12 @@
 # -*- coding: utf-8 -*-
-"""Runtime/workspace/skills handlers extracted from the main Gateway module."""
+"""Runtime/workspace/skills handlers extracted from the main Gateway module.
+
+Deprecated note:
+    Agent/workspace/skill read-write operations are being migrated to
+    agent_service REST endpoints. These websocket handlers remain as a
+    compatibility fallback and should not be considered the primary control
+    plane path for frontend reads/writes.
+"""
 
 from __future__ import annotations
 

backend/services/gateway_cycle_support.py

@@ -7,7 +7,7 @@ import asyncio
 import logging
 from typing import Any
 
-from backend.data.market_ingest import ingest_symbols
+from backend.data.market_ingest import ingest_symbols, refresh_news_for_symbols
 from backend.domains import trading as trading_domain
 from backend.utils.msg_adapter import FrontendAdapter
 
@@ -61,7 +61,7 @@ async def market_status_monitor(gateway: Any) -> None:
             status = gateway.market_service.get_market_status()
             if status["status"] == "open" and not gateway.storage.is_live_session_active:
                 gateway.storage.start_live_session()
-                summary = gateway.storage.load_file("summary") or {}
+                summary = gateway.storage.build_dashboard_snapshot_from_state(gateway.state_sync.state).get("summary") or {}
                 gateway._session_start_portfolio_value = summary.get(
                     "totalAssetValue",
                     gateway.storage.initial_cash,
@@ -200,6 +200,23 @@ async def run_live_cycle(gateway: Any, date: str, tickers: list[str]) -> None:
     trading_date = gateway.market_service.get_live_trading_date()
     logger.info("Live cycle: triggered=%s, trading_date=%s", date, trading_date)
 
+    try:
+        news_refresh = await asyncio.to_thread(
+            refresh_news_for_symbols,
+            tickers,
+            end_date=trading_date,
+            store=gateway.storage.market_store,
+        )
+        logger.info(
+            "News refresh complete: %s",
+            ", ".join(
+                f"{item['symbol']} news={item['news']}"
+                for item in news_refresh
+            ) or "no symbols",
+        )
+    except Exception as exc:
+        logger.warning("Live cycle news refresh failed: %s", exc)
+
     await gateway.state_sync.on_cycle_start(trading_date)
     gateway._dashboard.update(date=trading_date, status="Analyzing...")
 
@@ -240,14 +257,15 @@ async def run_live_cycle(gateway: Any, date: str, tickers: list[str]) -> None:
 
 
 async def finalize_cycle(gateway: Any, date: str) -> None:
-    summary = gateway.storage.load_file("summary") or {}
+    dashboard_snapshot = gateway.storage.build_dashboard_snapshot_from_state(gateway.state_sync.state)
+    summary = dashboard_snapshot.get("summary") or {}
     if gateway.storage.is_live_session_active:
         summary.update(gateway.storage.get_live_returns())
 
     await gateway.state_sync.on_cycle_end(date, portfolio_summary=summary)
-    holdings = gateway.storage.load_file("holdings") or []
+    holdings = dashboard_snapshot.get("holdings") or []
-    trades = gateway.storage.load_file("trades") or []
+    trades = dashboard_snapshot.get("trades") or []
-    leaderboard = gateway.storage.load_file("leaderboard") or []
+    leaderboard = dashboard_snapshot.get("leaderboard") or []
     if leaderboard:
         await gateway.state_sync.on_leaderboard_update(leaderboard)
     gateway._dashboard.update(date=date, status="Running", portfolio=summary, holdings=holdings, trades=trades)
@@ -319,7 +337,7 @@ async def run_backtest_dates(gateway: Any, dates: list[str]) -> None:
             await gateway.on_strategy_trigger(date=date)
             await asyncio.sleep(0.1)
         await gateway.state_sync.on_system_message(f"Backtest complete - {len(dates)} days")
-        summary = gateway.storage.load_file("summary") or {}
+        summary = gateway.storage.build_dashboard_snapshot_from_state(gateway.state_sync.state).get("summary") or {}
         gateway._dashboard.update(status="Complete", portfolio=summary, days_completed=len(dates))
         gateway._dashboard.stop()
         gateway._dashboard.print_final_summary()

backend/services/gateway_runtime_support.py

@@ -164,9 +164,10 @@ def sync_runtime_state(gateway: Any) -> None:
     gateway._dashboard.initial_cash = gateway.storage.initial_cash
     gateway._dashboard.enable_memory = bool(gateway.config.get("enable_memory", False))
 
-    summary = gateway.storage.load_file("summary") or {}
+    dashboard_snapshot = gateway.storage.build_dashboard_snapshot_from_state(gateway.state_sync.state)
-    holdings = gateway.storage.load_file("holdings") or []
+    summary = dashboard_snapshot.get("summary") or {}
-    trades = gateway.storage.load_file("trades") or []
+    holdings = dashboard_snapshot.get("holdings") or []
+    trades = dashboard_snapshot.get("trades") or []
     gateway._dashboard.update(
         portfolio=summary,
         holdings=holdings,

backend/services/gateway_stock_handlers.py

@@ -152,6 +152,7 @@ async def handle_get_stock_news(gateway: Any, websocket: Any, data: dict[str, An
             start_date=start_date,
             end_date=end_date,
             limit=max(limit, 50),
+            refresh_if_stale=False,
         )
         news_rows = (payload.get("news") or [])[-limit:]
         source = "market_store"
@@ -202,6 +203,7 @@ async def handle_get_stock_news_for_date(gateway: Any, websocket: Any, data: dic
             ticker=ticker,
             date=trade_date,
             limit=limit,
+            refresh_if_stale=False,
         )
         news_rows = payload.get("news") or []
         source = "market_store"
@@ -255,6 +257,7 @@ async def handle_get_stock_news_timeline(gateway: Any, websocket: Any, data: dic
             ticker=ticker,
             start_date=start_date,
             end_date=end_date,
+            refresh_if_stale=False,
         )
         timeline = payload.get("timeline") or []
 
@@ -313,6 +316,7 @@ async def handle_get_stock_news_categories(gateway: Any, websocket: Any, data: d
             start_date=start_date,
             end_date=end_date,
             limit=200,
+            refresh_if_stale=False,
         )
         categories = payload.get("categories") or {}
 
@@ -361,6 +365,7 @@ async def handle_get_stock_range_explain(gateway: Any, websocket: Any, data: dic
             end_date=end_date,
             article_ids=article_ids if isinstance(article_ids, list) else None,
             limit=100,
+            refresh_if_stale=False,
         )
         result = payload.get("result")
 

backend/services/market.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 """
 Market Data Service
-Supports live, mock, and backtest modes
+Supports live and backtest modes
 """
 import asyncio
 import logging
@@ -10,7 +10,7 @@ from typing import Any, Callable, Dict, List, Optional
 from zoneinfo import ZoneInfo
 
 import pandas_market_calendars as mcal
-from backend.config.data_config import get_data_source
+from backend.config.data_config import get_data_sources
 from backend.data.provider_utils import normalize_symbol
 
 logger = logging.getLogger(__name__)
@@ -36,7 +36,6 @@ class MarketService:
         self,
         tickers: List[str],
         poll_interval: int = 10,
-        mock_mode: bool = False,
         backtest_mode: bool = False,
         api_key: Optional[str] = None,
         backtest_start_date: Optional[str] = None,
@@ -44,7 +43,6 @@ class MarketService:
     ):
         self.tickers = [normalize_symbol(ticker) for ticker in tickers]
         self.poll_interval = poll_interval
-        self.mock_mode = mock_mode
         self.backtest_mode = backtest_mode
         self.api_key = api_key
         self.backtest_start_date = backtest_start_date
@@ -69,8 +67,6 @@ class MarketService:
         """Return the active live quote provider for UI/debugging."""
         if self.backtest_mode:
             return "backtest"
-        if self.mock_mode:
-            return "mock"
         if self._price_manager and hasattr(self._price_manager, "provider"):
             provider = getattr(self._price_manager, "provider", None)
             if isinstance(provider, str) and provider.strip():
@@ -81,8 +77,6 @@ class MarketService:
     def mode_name(self) -> str:
         if self.backtest_mode:
             return "BACKTEST"
-        elif self.mock_mode:
-            return "MOCK"
         return "LIVE"
 
     async def start(self, broadcast_func: Callable):
@@ -96,8 +90,6 @@ class MarketService:
 
         if self.backtest_mode:
             self._start_backtest_mode()
-        elif self.mock_mode:
-            self._start_mock_mode()
         else:
             self._start_real_mode()
 
@@ -125,26 +117,10 @@ class MarketService:
 
         return callback
 
-    def _start_mock_mode(self):
-        from backend.data.mock_price_manager import MockPriceManager
-
-        self._price_manager = MockPriceManager(
-            poll_interval=self.poll_interval,
-            volatility=0.5,
-        )
-        self._price_manager.add_price_callback(self._make_price_callback())
-        self._price_manager.subscribe(
-            self.tickers,
-            base_prices={t: 100.0 for t in self.tickers},
-        )
-        self._price_manager.start()
-
     def _start_real_mode(self):
         from backend.data.polling_price_manager import PollingPriceManager
 
-        provider = get_data_source()
+        provider = self._resolve_live_quote_provider()
-        if provider == "local_csv":
-            provider = "yfinance"
 
         if provider == "finnhub" and not self.api_key:
             raise ValueError("API key required for live mode")
@@ -157,6 +133,13 @@ class MarketService:
         self._price_manager.subscribe(self.tickers)
         self._price_manager.start()
 
+    def _resolve_live_quote_provider(self) -> str:
+        """Pick the first configured provider that supports live quote polling."""
+        for provider in get_data_sources():
+            if provider in {"finnhub", "yfinance"}:
+                return provider
+        return "yfinance"
+
     def _start_backtest_mode(self):
         from backend.data.historical_price_manager import (
             HistoricalPriceManager,
@@ -257,12 +240,6 @@ class MarketService:
             if removed:
                 self._price_manager.unsubscribe(removed)
             if added:
-                if self.mock_mode:
-                    self._price_manager.subscribe(
-                        added,
-                        base_prices={ticker: 100.0 for ticker in added},
-                    )
-                else:
                 self._price_manager.subscribe(added)
 
             if self.backtest_mode and self._current_date:

backend/services/storage.py

@@ -11,7 +11,6 @@ from pathlib import Path
 from typing import Any, Dict, List, Optional
 
 from backend.data.market_store import MarketStore
-from .research_db import ResearchDb
 from .runtime_db import RuntimeDb
 
 logger = logging.getLogger(__name__)
@@ -22,12 +21,18 @@ class StorageService:
     Storage service for data persistence
 
     Responsibilities:
-    1. Load/save dashboard JSON files
+    1. Export dashboard JSON files
         (summary, holdings, stats, trades, leaderboard)
     2. Load/save internal state (_internal_state.json)
     3. Load/save server state (server_state.json) with feed history
     4. Manage portfolio state persistence
     5. Support loading from saved state to resume execution
+
+    Notes:
+    - team_dashboard/*.json is treated as an export/compatibility layer
+      rather than the authoritative runtime source of truth.
+    - authoritative runtime reads should prefer in-memory state, server_state,
+      runtime.db, and market_research.db.
     """
 
     def __init__(
@@ -49,7 +54,7 @@ class StorageService:
         self.initial_cash = initial_cash
         self.config_name = config_name
 
-        # Dashboard file paths
+        # Dashboard export file paths
         self.files = {
             "summary": self.dashboard_dir / "summary.json",
             "holdings": self.dashboard_dir / "holdings.json",
@@ -66,7 +71,6 @@ class StorageService:
         self.state_dir.mkdir(parents=True, exist_ok=True)
         self.server_state_file = self.state_dir / "server_state.json"
         self.runtime_db = RuntimeDb(self.state_dir / "runtime.db")
-        self.research_db = ResearchDb(self.state_dir / "research.db")
         self.market_store = MarketStore()
 
         # Feed history (for agent messages)
@@ -84,16 +88,8 @@ class StorageService:
 
         logger.info(f"Storage service initialized: {self.dashboard_dir}")
 
-    def load_file(self, file_type: str) -> Optional[Any]:
+    def load_export_file(self, file_type: str) -> Optional[Any]:
-        """
+        """Load dashboard export JSON file."""
-        Load dashboard JSON file
-
-        Args:
-            file_type: One of: summary, holdings, stats, trades, leaderboard
-
-        Returns:
-            Loaded data or None if file doesn't exist
-        """
         file_path = self.files.get(file_type)
         if not file_path or not file_path.exists():
             return None
@@ -105,14 +101,12 @@ class StorageService:
             logger.error(f"Failed to load {file_type}.json: {e}")
             return None
 
-    def save_file(self, file_type: str, data: Any):
+    def load_file(self, file_type: str) -> Optional[Any]:
-        """
+        """Backward-compatible alias for export-layer JSON reads."""
-        Save dashboard JSON file
+        return self.load_export_file(file_type)
 
-        Args:
+    def save_export_file(self, file_type: str, data: Any):
-            file_type: One of: summary, holdings, stats, trades, leaderboard
+        """Save dashboard export JSON file."""
-            data: Data to save
-        """
         file_path = self.files.get(file_type)
         if not file_path:
             logger.error(f"Unknown file type: {file_type}")
@@ -129,6 +123,48 @@ class StorageService:
         except Exception as e:
             logger.error(f"Failed to save {file_type}.json: {e}")
 
+    def save_file(self, file_type: str, data: Any):
+        """Backward-compatible alias for export-layer JSON writes."""
+        self.save_export_file(file_type, data)
+
+    def build_dashboard_snapshot_from_state(
+        self,
+        state: Optional[Dict[str, Any]] = None,
+    ) -> Dict[str, Any]:
+        """Build dashboard view data from runtime state instead of JSON exports."""
+        runtime_state = state or self.load_server_state()
+        portfolio = dict(runtime_state.get("portfolio") or {})
+        holdings = list(runtime_state.get("holdings") or [])
+        stats = runtime_state.get("stats") or self._get_default_stats()
+        trades = list(runtime_state.get("trades") or [])
+        leaderboard = list(runtime_state.get("leaderboard") or [])
+
+        summary = {
+            "totalAssetValue": portfolio.get("total_value", self.initial_cash),
+            "totalReturn": portfolio.get("pnl_percent", 0.0),
+            "cashPosition": portfolio.get("cash", self.initial_cash),
+            "tickerWeights": stats.get("tickerWeights", {}),
+            "totalTrades": len(trades),
+            "pnlPct": portfolio.get("pnl_percent", 0.0),
+            "balance": portfolio.get("total_value", self.initial_cash),
+            "equity": portfolio.get("equity", []),
+            "baseline": portfolio.get("baseline", []),
+            "baseline_vw": portfolio.get("baseline_vw", []),
+            "momentum": portfolio.get("momentum", []),
+            "equity_return": portfolio.get("equity_return", []),
+            "baseline_return": portfolio.get("baseline_return", []),
+            "baseline_vw_return": portfolio.get("baseline_vw_return", []),
+            "momentum_return": portfolio.get("momentum_return", []),
+        }
+
+        return {
+            "summary": summary,
+            "holdings": holdings,
+            "stats": stats,
+            "trades": trades,
+            "leaderboard": leaderboard,
+        }
+
     def check_file_updates(self) -> Dict[str, bool]:
         """
         Check which dashboard files have been updated since last check
@@ -297,7 +333,7 @@ class StorageService:
     def initialize_empty_dashboard(self):
         """Initialize empty dashboard files with default values"""
         # Summary
-        self.save_file(
+        self.save_export_file(
             "summary",
             {
                 "totalAssetValue": self.initial_cash,
@@ -315,10 +351,10 @@ class StorageService:
         )
 
         # Holdings
-        self.save_file("holdings", [])
+        self.save_export_file("holdings", [])
 
         # Stats
-        self.save_file(
+        self.save_export_file(
             "stats",
             {
                 "totalAssetValue": self.initial_cash,
@@ -335,7 +371,7 @@ class StorageService:
         )
 
         # Trades
-        self.save_file("trades", [])
+        self.save_export_file("trades", [])
 
         # Leaderboard with model info
         self.generate_leaderboard()
@@ -375,7 +411,7 @@ class StorageService:
                 ranking_entries.append(entry)
 
         leaderboard = team_entries + ranking_entries
-        self.save_file("leaderboard", leaderboard)
+        self.save_export_file("leaderboard", leaderboard)
         logger.info("Leaderboard generated with model info")
 
     def update_leaderboard_model_info(self):
@@ -398,7 +434,7 @@ class StorageService:
                 entry["modelName"] = model_name
                 entry["modelProvider"] = model_provider
 
-        self.save_file("leaderboard", existing)
+        self.save_export_file("leaderboard", existing)
         logger.info("Leaderboard model info updated")
 
     def get_current_timestamp_ms(self, date: str = None) -> int:
@@ -653,7 +689,7 @@ class StorageService:
             "momentum": state.get("momentum_history", []),
         }
 
-        self.save_file("summary", summary)
+        self.save_export_file("summary", summary)
 
     def _generate_holdings(
         self,
@@ -715,7 +751,7 @@ class StorageService:
         # Sort by weight
         holdings.sort(key=lambda x: abs(x["weight"]), reverse=True)
 
-        self.save_file("holdings", holdings)
+        self.save_export_file("holdings", holdings)
 
     def _generate_stats(self, state: Dict[str, Any], net_value: float):
         """Generate stats.json"""
@@ -738,7 +774,7 @@ class StorageService:
             },
         }
 
-        self.save_file("stats", stats)
+        self.save_export_file("stats", stats)
 
     def _generate_trades(self, state: Dict[str, Any]):
         """Generate trades.json"""
@@ -764,7 +800,7 @@ class StorageService:
                 },
             )
 
-        self.save_file("trades", trades)
+        self.save_export_file("trades", trades)
 
     # Server State Management Methods
 
@@ -1001,12 +1037,12 @@ class StorageService:
         Args:
             state: Server state dictionary to update
         """
-        # Load dashboard data
+        dashboard_snapshot = self.build_dashboard_snapshot_from_state(state)
-        summary = self.load_file("summary") or {}
+        summary = dashboard_snapshot.get("summary") or {}
-        holdings = self.load_file("holdings") or []
+        holdings = dashboard_snapshot.get("holdings") or []
-        stats = self.load_file("stats") or self._get_default_stats()
+        stats = dashboard_snapshot.get("stats") or self._get_default_stats()
-        trades = self.load_file("trades") or []
+        trades = dashboard_snapshot.get("trades") or []
-        leaderboard = self.load_file("leaderboard") or []
+        leaderboard = dashboard_snapshot.get("leaderboard") or []
         internal_state = self.load_internal_state()
 
         # Update state
@@ -1040,7 +1076,6 @@ class StorageService:
         Start tracking live returns for current trading session.
         Captures current values as session start baseline.
         """
-        summary = self.load_file("summary") or {}
         state = self.load_internal_state()
 
         # Capture current values as session start
@@ -1052,7 +1087,7 @@ class StorageService:
         self._session_start_equity = (
             equity_history[-1]["v"]
             if equity_history
-            else summary.get("totalAssetValue", self.initial_cash)
+            else self.initial_cash
         )
         self._session_start_baseline = (
             baseline_history[-1]["v"]

backend/tests/test_agent_service_app.py

@@ -6,6 +6,7 @@ from pathlib import Path
 from fastapi.testclient import TestClient
 
 from backend.apps.agent_service import create_app
+from backend.api import agents as agents_module
 
 
 def test_agent_service_routes_include_control_plane_endpoints(tmp_path):
@@ -25,3 +26,79 @@ def test_agent_service_excludes_runtime_routes(tmp_path):
 
     assert "/api/runtime/start" not in paths
     assert "/api/runtime/gateway/port" not in paths
+
+
+def test_agent_service_read_routes(monkeypatch, tmp_path):
+    class _FakeSkillsManager:
+        project_root = tmp_path
+
+        def get_agent_asset_dir(self, config_name, agent_id):
+            return tmp_path / "runs" / config_name / "agents" / agent_id
+
+        def resolve_agent_skill_names(self, config_name, agent_id, default_skills=None):
+            return ["demo_skill"]
+
+        def list_agent_skill_catalog(self, config_name, agent_id):
+            return [
+                type(
+                    "Skill",
+                    (),
+                    {
+                        "skill_name": "demo_skill",
+                        "name": "Demo Skill",
+                        "description": "demo",
+                        "version": "1.0.0",
+                        "source": "builtin",
+                        "tools": [],
+                    },
+                )()
+            ]
+
+        def load_agent_skill_document(self, config_name, agent_id, skill_name):
+            return {"skill_name": skill_name, "content": "# demo"}
+
+    class _FakeWorkspaceManager:
+        def load_agent_file(self, config_name, agent_id, filename):
+            return f"{config_name}:{agent_id}:{filename}"
+
+    monkeypatch.setattr(agents_module, "load_agent_profiles", lambda: {"portfolio_manager": {"skills": ["demo_skill"]}})
+    monkeypatch.setattr(agents_module, "get_agent_model_info", lambda agent_id: ("deepseek-v3.2", "DASHSCOPE"))
+    monkeypatch.setattr(
+        agents_module,
+        "load_agent_workspace_config",
+        lambda path: type(
+            "Cfg",
+            (),
+            {
+                "active_tool_groups": ["portfolio_ops"],
+                "disabled_tool_groups": [],
+                "enabled_skills": [],
+                "disabled_skills": [],
+                "prompt_files": ["SOUL.md", "MEMORY.md"],
+            },
+        )(),
+    )
+    monkeypatch.setattr(
+        agents_module,
+        "get_bootstrap_config_for_run",
+        lambda project_root, config_name: type("Bootstrap", (), {"agent_override": lambda self, agent_id: {}})(),
+    )
+
+    app = create_app(project_root=tmp_path)
+    app.dependency_overrides[agents_module.get_skills_manager] = lambda: _FakeSkillsManager()
+    app.dependency_overrides[agents_module.get_workspace_manager] = lambda: _FakeWorkspaceManager()
+
+    with TestClient(app) as client:
+        profile = client.get("/api/workspaces/demo/agents/portfolio_manager/profile")
+        skills = client.get("/api/workspaces/demo/agents/portfolio_manager/skills")
+        detail = client.get("/api/workspaces/demo/agents/portfolio_manager/skills/demo_skill")
+        workspace_file = client.get("/api/workspaces/demo/agents/portfolio_manager/files/MEMORY.md")
+
+    assert profile.status_code == 200
+    assert profile.json()["profile"]["model_name"] == "deepseek-v3.2"
+    assert skills.status_code == 200
+    assert skills.json()["skills"][0]["skill_name"] == "demo_skill"
+    assert detail.status_code == 200
+    assert detail.json()["skill"]["content"] == "# demo"
+    assert workspace_file.status_code == 200
+    assert workspace_file.json()["content"] == "demo:portfolio_manager:MEMORY.md"

backend/tests/test_cli.py

@@ -34,7 +34,6 @@ def test_live_runs_incremental_market_store_update_before_start(monkeypatch, tmp
     monkeypatch.setattr(cli.subprocess, "run", fake_run)
 
     cli.live(
-        mock=False,
         config_name="smoke_fullstack",
         host="0.0.0.0",
         port=8765,

backend/tests/test_gateway_support_modules.py

@@ -77,6 +77,15 @@ class _DummyStorage:
             return {"totalAssetValue": self.initial_cash}
         return []
 
+    def build_dashboard_snapshot_from_state(self, state):
+        return {
+            "summary": {"totalAssetValue": self.initial_cash},
+            "holdings": [],
+            "stats": {},
+            "trades": [],
+            "leaderboard": [],
+        }
+
 
 class _DummyPM:
     def __init__(self):

backend/tests/test_market_service.py

@@ -2,153 +2,12 @@
 # pylint: disable=W0212
 import asyncio
 import time
+import logging
 from unittest.mock import MagicMock, AsyncMock, patch
 import pytest
 from backend.services.market import MarketService
-from backend.data.mock_price_manager import MockPriceManager
 from backend.data.polling_price_manager import PollingPriceManager
-
+from backend.llm.models import RetryChatModel
-
-class TestMockPriceManager:
-    def test_init_default(self):
-        manager = MockPriceManager()
-
-        assert manager.poll_interval == 10
-        assert manager.volatility == 0.5
-        assert manager.running is False
-        assert len(manager.subscribed_symbols) == 0
-
-    def test_init_custom(self):
-        manager = MockPriceManager(poll_interval=5, volatility=1.0)
-
-        assert manager.poll_interval == 5
-        assert manager.volatility == 1.0
-
-    def test_subscribe(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL", "MSFT"])
-
-        assert "AAPL" in manager.subscribed_symbols
-        assert "MSFT" in manager.subscribed_symbols
-        assert manager.base_prices["AAPL"] == 237.50  # default price
-        assert manager.base_prices["MSFT"] == 425.30  # default price
-
-    def test_subscribe_with_base_prices(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-
-        assert manager.base_prices["AAPL"] == 100.0
-        assert manager.open_prices["AAPL"] == 100.0
-        assert manager.latest_prices["AAPL"] == 100.0
-
-    def test_subscribe_unknown_symbol(self):
-        manager = MockPriceManager()
-        manager.subscribe(["UNKNOWN"])
-
-        assert "UNKNOWN" in manager.subscribed_symbols
-        assert manager.base_prices["UNKNOWN"] > 0  # random price generated
-
-    def test_unsubscribe(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL", "MSFT"])
-        manager.unsubscribe(["AAPL"])
-
-        assert "AAPL" not in manager.subscribed_symbols
-        assert "MSFT" in manager.subscribed_symbols
-
-    def test_add_price_callback(self):
-        manager = MockPriceManager()
-        callback = MagicMock()
-        manager.add_price_callback(callback)
-
-        assert callback in manager.price_callbacks
-
-    def test_generate_price_update_within_bounds(self):
-        manager = MockPriceManager(volatility=0.5)
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-
-        for _ in range(100):
-            new_price = manager._generate_price_update("AAPL")
-            # Should be within +/-10% of open
-            assert 90.0 <= new_price <= 110.0
-
-    def test_update_prices_triggers_callback(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-
-        callback = MagicMock()
-        manager.add_price_callback(callback)
-
-        manager._update_prices()
-
-        callback.assert_called_once()
-        call_args = callback.call_args[0][0]
-        assert call_args["symbol"] == "AAPL"
-        assert "price" in call_args
-        assert "timestamp" in call_args
-
-    def test_start_stop(self):
-        manager = MockPriceManager(poll_interval=1)
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-
-        manager.start()
-        assert manager.running is True
-
-        time.sleep(0.1)  # let thread start
-
-        manager.stop()
-        assert manager.running is False
-
-    def test_start_without_subscription(self):
-        manager = MockPriceManager()
-        manager.start()
-
-        assert (
-            manager.running is False
-        )  # should not start without subscriptions
-
-    def test_get_latest_price(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-
-        price = manager.get_latest_price("AAPL")
-        assert price == 100.0
-
-    def test_get_latest_price_unknown(self):
-        manager = MockPriceManager()
-        price = manager.get_latest_price("UNKNOWN")
-        assert price is None
-
-    def test_get_all_latest_prices(self):
-        manager = MockPriceManager()
-        manager.subscribe(
-            ["AAPL", "MSFT"],
-            base_prices={"AAPL": 100.0, "MSFT": 200.0},
-        )
-
-        prices = manager.get_all_latest_prices()
-        assert prices["AAPL"] == 100.0
-        assert prices["MSFT"] == 200.0
-
-    def test_reset_open_prices(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-        manager.latest_prices["AAPL"] = 105.0
-
-        manager.reset_open_prices()
-
-        # Open price should change (based on latest with small gap)
-        assert manager.open_prices["AAPL"] != 100.0
-
-    def test_set_base_price(self):
-        manager = MockPriceManager()
-        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
-
-        manager.set_base_price("AAPL", 150.0)
-
-        assert manager.base_prices["AAPL"] == 150.0
-        assert manager.open_prices["AAPL"] == 150.0
-        assert manager.latest_prices["AAPL"] == 150.0
 
 
 class TestPollingPriceManager:
@@ -231,37 +90,67 @@ class TestPollingPriceManager:
 
         assert len(manager.open_prices) == 0
 
+    def test_fetch_prices_suppresses_repeated_failures(self, caplog):
+        manager = PollingPriceManager(provider="yfinance", poll_interval=10)
+        manager.subscribe(["AAPL"])
+
+        with patch.object(manager, "_fetch_quote", side_effect=ValueError("empty quote")):
+            with caplog.at_level(logging.DEBUG):
+                for _ in range(3):
+                    manager._fetch_prices()
+
+        assert manager._failure_counts["AAPL"] == 3
+        warning_messages = [record.message for record in caplog.records if record.levelno >= logging.WARNING]
+        assert any("Failed to fetch AAPL price: empty quote" in message for message in warning_messages)
+
+    def test_fetch_prices_logs_recovery_after_failure(self, caplog):
+        manager = PollingPriceManager(provider="yfinance", poll_interval=10)
+        manager.subscribe(["AAPL"])
+
+        with patch.object(
+            manager,
+            "_fetch_quote",
+            side_effect=[
+                ValueError("temporary outage"),
+                {"c": 100.0, "o": 99.0, "h": 101.0, "l": 98.0, "pc": 99.5, "d": 0.5, "dp": 0.5, "t": 1},
+            ],
+        ):
+            with caplog.at_level(logging.INFO):
+                manager._fetch_prices()
+                manager._fetch_prices()
+
+        assert "AAPL" not in manager._failure_counts
+        assert any("recovered after 1 consecutive failures" in record.message for record in caplog.records)
+
+
+class TestRetryChatModel:
+    @pytest.mark.asyncio
+    async def test_async_retry_recovers_from_disconnect(self):
+        attempts = {"count": 0}
+
+        class FakeAsyncModel:
+            model_name = "fake-async-model"
+
+            async def __call__(self, *args, **kwargs):
+                attempts["count"] += 1
+                if attempts["count"] < 2:
+                    raise RuntimeError("Server disconnected")
+                return {"ok": True}
+
+        wrapped = RetryChatModel(FakeAsyncModel(), max_retries=2, initial_delay=0.01)
+        result = await wrapped("hello")
+
+        assert result == {"ok": True}
+        assert attempts["count"] == 2
+
 
 class TestMarketService:
-    def test_init_mock_mode(self):
+    @patch("backend.services.market.get_data_sources", return_value=["yfinance", "local_csv"])
-        service = MarketService(
-            tickers=["AAPL", "MSFT"],
-            poll_interval=10,
-            mock_mode=True,
-        )
-
-        assert service.tickers == ["AAPL", "MSFT"]
-        assert service.poll_interval == 10
-        assert service.mock_mode is True
-        assert service.running is False
-
-    def test_init_real_mode(self):
-        service = MarketService(
-            tickers=["AAPL"],
-            mock_mode=False,
-            api_key="test_key",
-        )
-
-        assert service.mock_mode is False
-        assert service.api_key == "test_key"
-
-    @patch("backend.services.market.get_data_source", return_value="yfinance")
     @patch.object(PollingPriceManager, "start")
-    def test_start_real_mode_with_yfinance(self, _mock_start, _mock_source):
+    def test_start_real_mode_with_yfinance(self, _mock_start, _mock_sources):
         service = MarketService(
             tickers=["AAPL"],
             poll_interval=10,
-            mock_mode=False,
         )
 
         service._start_real_mode()
@@ -269,30 +158,24 @@ class TestMarketService:
         assert isinstance(service._price_manager, PollingPriceManager)
         assert service._price_manager.provider == "yfinance"
 
-    @pytest.mark.asyncio
+    @patch("backend.services.market.get_data_sources", return_value=["financial_datasets", "yfinance", "local_csv"])
-    async def test_start_mock_mode(self):
+    @patch.object(PollingPriceManager, "start")
+    def test_start_real_mode_uses_first_supported_live_provider(self, _mock_start, _mock_sources):
         service = MarketService(
             tickers=["AAPL"],
             poll_interval=10,
-            mock_mode=True,
         )
 
-        broadcast_func = AsyncMock()
+        service._start_real_mode()
 
-        await service.start(broadcast_func)
+        assert isinstance(service._price_manager, PollingPriceManager)
+        assert service._price_manager.provider == "yfinance"
 
-        assert service.running is True
+    @patch("backend.services.market.get_data_sources", return_value=["finnhub", "yfinance"])
-        assert service._price_manager is not None
-        assert isinstance(service._price_manager, MockPriceManager)
-
-        service.stop()
-
-    @patch("backend.services.market.get_data_source", return_value="finnhub")
     @pytest.mark.asyncio
-    async def test_start_real_mode_without_api_key(self, _mock_source):
+    async def test_start_real_mode_without_api_key(self, _mock_sources):
         service = MarketService(
             tickers=["AAPL"],
-            mock_mode=False,
             api_key=None,
         )
 
@@ -307,11 +190,12 @@ class TestMarketService:
     async def test_start_already_running(self):
         service = MarketService(
             tickers=["AAPL"],
-            mock_mode=True,
+            backtest_mode=True,
         )
 
         broadcast_func = AsyncMock()
 
+        # First start with backtest mode
         await service.start(broadcast_func)
         assert service.running is True
 
@@ -323,7 +207,7 @@ class TestMarketService:
     def test_stop(self):
         service = MarketService(
             tickers=["AAPL"],
-            mock_mode=True,
+            backtest_mode=True,
         )
         service.running = True
         service._price_manager = MagicMock()
@@ -336,7 +220,7 @@ class TestMarketService:
     def test_stop_when_not_running(self):
         service = MarketService(
             tickers=["AAPL"],
-            mock_mode=True,
+            backtest_mode=True,
         )
 
         # Should not raise
@@ -344,20 +228,20 @@ class TestMarketService:
         assert service.running is False
 
     def test_get_price_sync(self):
-        service = MarketService(tickers=["AAPL"], mock_mode=True)
+        service = MarketService(tickers=["AAPL"], backtest_mode=True)
         service.cache["AAPL"] = {"price": 150.0, "open": 148.0}
 
         price = service.get_price_sync("AAPL")
         assert price == 150.0
 
     def test_get_price_sync_not_found(self):
-        service = MarketService(tickers=["AAPL"], mock_mode=True)
+        service = MarketService(tickers=["AAPL"], backtest_mode=True)
 
         price = service.get_price_sync("MSFT")
         assert price is None
 
     def test_get_all_prices(self):
-        service = MarketService(tickers=["AAPL", "MSFT"], mock_mode=True)
+        service = MarketService(tickers=["AAPL", "MSFT"], backtest_mode=True)
         service.cache["AAPL"] = {"price": 150.0}
         service.cache["MSFT"] = {"price": 400.0}
 
@@ -368,7 +252,7 @@ class TestMarketService:
 
     @pytest.mark.asyncio
     async def test_broadcast_price_update(self):
-        service = MarketService(tickers=["AAPL"], mock_mode=True)
+        service = MarketService(tickers=["AAPL"], backtest_mode=True)
         service._broadcast_func = AsyncMock()
 
         price_data = {
@@ -388,7 +272,7 @@ class TestMarketService:
 
     @pytest.mark.asyncio
     async def test_broadcast_price_update_no_func(self):
-        service = MarketService(tickers=["AAPL"], mock_mode=True)
+        service = MarketService(tickers=["AAPL"], backtest_mode=True)
         service._broadcast_func = None
 
         price_data = {"symbol": "AAPL", "price": 150.0, "open": 148.0}
@@ -396,67 +280,6 @@ class TestMarketService:
         # Should not raise
         await service._broadcast_price_update(price_data)
 
-    @pytest.mark.asyncio
-    async def test_price_callback_thread_safety(self):
-        service = MarketService(
-            tickers=["AAPL"],
-            poll_interval=1,
-            mock_mode=True,
-        )
-
-        received_prices = []
-
-        async def capture_broadcast(msg):
-            received_prices.append(msg)
-
-        await service.start(capture_broadcast)
-
-        # Wait for at least one price update
-        await asyncio.sleep(1.5)
-
-        service.stop()
-
-        # Should have received at least one price update
-        assert len(received_prices) >= 1
-        assert received_prices[0]["type"] == "price_update"
-
-
-class TestMarketServiceIntegration:
-    @pytest.mark.asyncio
-    async def test_full_mock_cycle(self):
-        service = MarketService(
-            tickers=["AAPL", "MSFT"],
-            poll_interval=1,
-            mock_mode=True,
-        )
-
-        messages = []
-
-        async def collect_messages(msg):
-            messages.append(msg)
-
-        await service.start(collect_messages)
-
-        # Wait for price updates
-        await asyncio.sleep(2.5)
-
-        service.stop()
-
-        # Should have received multiple price updates
-        assert len(messages) >= 2
-
-        # Check message structure
-        symbols_seen = set()
-        for msg in messages:
-            assert msg["type"] == "price_update"
-            assert "symbol" in msg
-            assert "price" in msg
-            assert "ret" in msg
-            symbols_seen.add(msg["symbol"])
-
-        # Should have prices for both tickers
-        assert "AAPL" in symbols_seen or "MSFT" in symbols_seen
-
 
 if __name__ == "__main__":
     pytest.main([__file__, "-v"])

backend/tests/test_news_domain.py

@@ -80,7 +80,7 @@ def test_get_enriched_news_returns_rows_without_enrichment_when_present(monkeypa
     monkeypatch.setattr(
         news_domain,
         "ensure_news_fresh",
-        lambda store, ticker, target_date=None: {
+        lambda store, ticker, target_date=None, refresh_if_stale=False: {
             "ticker": ticker,
             "target_date": target_date,
             "last_news_fetch": target_date,
@@ -109,7 +109,7 @@ def test_get_story_and_similar_days_delegate(monkeypatch):
     monkeypatch.setattr(
         news_domain,
         "ensure_news_fresh",
-        lambda store, ticker, target_date=None: {
+        lambda store, ticker, target_date=None, refresh_if_stale=False: {
             "ticker": ticker,
             "target_date": target_date,
             "last_news_fetch": target_date,
@@ -137,12 +137,38 @@ def test_get_story_and_similar_days_delegate(monkeypatch):
     assert "freshness" in similar
 
 
+def test_get_enriched_news_defaults_to_read_only_freshness(monkeypatch):
+    store = _FakeStore()
+    ensure_calls = []
+
+    def fake_ensure(store, ticker, target_date=None, refresh_if_stale=False):
+        ensure_calls.append(refresh_if_stale)
+        return {
+            "ticker": ticker,
+            "target_date": target_date,
+            "last_news_fetch": target_date,
+            "refreshed": False,
+        }
+
+    monkeypatch.setattr(news_domain, "ensure_news_fresh", fake_ensure)
+    monkeypatch.setattr(news_domain, "news_rows_need_enrichment", lambda rows: False)
+
+    payload = news_domain.get_enriched_news(
+        store,
+        ticker="AAPL",
+        end_date="2026-03-16",
+    )
+
+    assert payload["ticker"] == "AAPL"
+    assert ensure_calls == [False]
+
+
 def test_get_range_explain_payload_uses_article_ids(monkeypatch):
     store = _FakeStore()
     monkeypatch.setattr(
         news_domain,
         "ensure_news_fresh",
-        lambda store, ticker, target_date=None: {
+        lambda store, ticker, target_date=None, refresh_if_stale=False: {
             "ticker": ticker,
             "target_date": target_date,
             "last_news_fetch": target_date,

backend/tests/test_runtime_service_app.py

@@ -2,6 +2,7 @@
 """Tests for the extracted runtime service app surface."""
 
 import json
+from pathlib import Path
 
 from fastapi.testclient import TestClient
 
@@ -17,6 +18,8 @@ def test_runtime_service_routes_are_exposed():
     assert "/api/status" in paths
     assert "/api/runtime/start" in paths
     assert "/api/runtime/stop" in paths
+    assert "/api/runtime/cleanup" in paths
+    assert "/api/runtime/history" in paths
     assert "/api/runtime/current" in paths
     assert "/api/runtime/gateway/port" in paths
 
@@ -192,3 +195,170 @@ def test_runtime_service_update_runtime_config_persists_bootstrap(monkeypatch, t
     assert payload["bootstrap"]["schedule_mode"] == "intraday"
     assert payload["resolved"]["interval_minutes"] == 15
     assert "interval_minutes: 15" in (run_dir / "BOOTSTRAP.md").read_text(encoding="utf-8")
+
+
+def test_prune_old_timestamped_runs_keeps_named_runs(monkeypatch, tmp_path):
+    runs_dir = tmp_path / "runs"
+    runs_dir.mkdir()
+
+    keep_dirs = ["20260324_110000", "20260324_120000"]
+    prune_dir = "20260324_100000"
+    named_dir = "smoke_fullstack"
+
+    for name in [*keep_dirs, prune_dir, named_dir]:
+        (runs_dir / name).mkdir(parents=True)
+
+    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
+
+    pruned = runtime_module._prune_old_timestamped_runs(keep=1, exclude_run_ids={"20260324_120000"})
+
+    assert prune_dir in pruned
+    assert (runs_dir / named_dir).exists()
+    assert (runs_dir / "20260324_120000").exists()
+    assert (runs_dir / "20260324_110000").exists()
+
+
+def test_runtime_cleanup_endpoint_prunes_old_runs(monkeypatch, tmp_path):
+    runs_dir = tmp_path / "runs"
+    runs_dir.mkdir()
+
+    for name in ["20260324_090000", "20260324_100000", "20260324_110000", "smoke_fullstack"]:
+        (runs_dir / name).mkdir(parents=True)
+
+    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
+    monkeypatch.setattr(runtime_module, "_is_gateway_running", lambda: False)
+
+    with TestClient(create_app()) as client:
+        response = client.post("/api/runtime/cleanup?keep=1")
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["status"] == "ok"
+    assert sorted(payload["pruned_run_ids"]) == ["20260324_090000", "20260324_100000"]
+    assert (runs_dir / "20260324_110000").exists()
+    assert (runs_dir / "smoke_fullstack").exists()
+
+
+def test_runtime_history_lists_recent_runs(monkeypatch, tmp_path):
+    run_dir = tmp_path / "runs" / "20260324_120000"
+    (run_dir / "state").mkdir(parents=True)
+    (run_dir / "team_dashboard").mkdir(parents=True)
+    (run_dir / "state" / "runtime_state.json").write_text(
+        json.dumps(
+            {
+                "context": {
+                    "config_name": "20260324_120000",
+                    "run_dir": str(run_dir),
+                    "bootstrap_values": {"tickers": ["AAPL"]},
+                },
+                "events": [],
+            }
+        ),
+        encoding="utf-8",
+    )
+    (run_dir / "team_dashboard" / "summary.json").write_text(
+        json.dumps({"totalTrades": 3, "totalAssetValue": 123456.0}),
+        encoding="utf-8",
+    )
+
+    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
+
+    with TestClient(create_app()) as client:
+        response = client.get("/api/runtime/history?limit=5")
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["runs"][0]["run_id"] == "20260324_120000"
+    assert payload["runs"][0]["total_trades"] == 3
+
+
+def test_restore_run_assets_copies_state(monkeypatch, tmp_path):
+    source_run = tmp_path / "runs" / "20260324_100000"
+    (source_run / "team_dashboard").mkdir(parents=True)
+    (source_run / "state").mkdir(parents=True)
+    (source_run / "agents").mkdir(parents=True)
+    (source_run / "team_dashboard" / "_internal_state.json").write_text("{}", encoding="utf-8")
+    (source_run / "state" / "server_state.json").write_text("{}", encoding="utf-8")
+
+    target_run = tmp_path / "runs" / "20260324_130000"
+
+    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
+
+    runtime_module._restore_run_assets("20260324_100000", target_run)
+
+    assert (target_run / "team_dashboard" / "_internal_state.json").exists()
+    assert (target_run / "state" / "server_state.json").exists()
+
+
+def test_start_runtime_restore_reuses_historical_run_id(monkeypatch, tmp_path):
+    run_dir = tmp_path / "runs" / "20260324_100000"
+    (run_dir / "state").mkdir(parents=True)
+    (run_dir / "state" / "runtime_state.json").write_text(
+        json.dumps(
+            {
+                "context": {
+                    "config_name": "20260324_100000",
+                    "run_dir": str(run_dir),
+                    "bootstrap_values": {
+                        "tickers": ["AAPL"],
+                        "schedule_mode": "intraday",
+                        "interval_minutes": 30,
+                        "trigger_time": "now",
+                        "max_comm_cycles": 2,
+                        "initial_cash": 100000.0,
+                        "margin_requirement": 0.0,
+                        "enable_memory": False,
+                        "mode": "live",
+                        "poll_interval": 10,
+                    },
+                }
+            }
+        ),
+        encoding="utf-8",
+    )
+
+    class _DummyManager:
+        def __init__(self, config_name, run_dir, bootstrap):
+            self.config_name = config_name
+            self.run_dir = Path(run_dir)
+            self.bootstrap = bootstrap
+            self.context = None
+
+        def prepare_run(self):
+            self.context = type(
+                "Ctx",
+                (),
+                {
+                    "config_name": self.config_name,
+                    "run_dir": self.run_dir,
+                    "bootstrap_values": self.bootstrap,
+                },
+            )()
+            return self.context
+
+    class _DummyProcess:
+        def poll(self):
+            return None
+
+    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
+    monkeypatch.setattr(runtime_module, "_find_available_port", lambda start_port=8765, max_port=9000: 8765)
+    monkeypatch.setattr(runtime_module, "_start_gateway_process", lambda **kwargs: _DummyProcess())
+    monkeypatch.setattr(runtime_module, "_stop_gateway", lambda: True)
+    monkeypatch.setattr("backend.runtime.manager.TradingRuntimeManager", _DummyManager)
+    runtime_state = runtime_module.get_runtime_state()
+    runtime_state.gateway_process = None
+
+    with TestClient(create_app()) as client:
+        response = client.post(
+            "/api/runtime/start",
+            json={
+                "launch_mode": "restore",
+                "restore_run_id": "20260324_100000",
+                "tickers": [],
+            },
+        )
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["run_id"] == "20260324_100000"
+    assert payload["run_dir"] == str(run_dir)

backend/utils/settlement.py

@@ -228,12 +228,12 @@ class SettlementCoordinator:
 
         all_evaluations = {**analyst_evaluations, **pm_evaluations}
 
-        leaderboard = self.storage.load_file("leaderboard") or []
+        leaderboard = self.storage.load_export_file("leaderboard") or []
         updated_leaderboard = update_leaderboard_with_evaluations(
             leaderboard,
             all_evaluations,
         )
-        self.storage.save_file("leaderboard", updated_leaderboard)
+        self.storage.save_export_file("leaderboard", updated_leaderboard)
 
         self._update_summary_with_baselines(
             date,

backend/utils/terminal_dashboard.py

@@ -30,7 +30,6 @@ class TerminalDashboard:
         self.port = 8765
         self.poll_interval = 10
         self.trigger_time = "now"
-        self.mock = False
         self.enable_memory = False
         self.local_time = ""
         self.nyse_time = ""
@@ -65,7 +64,6 @@ class TerminalDashboard:
         port: int,
         poll_interval: int,
         trigger_time: str = "now",
-        mock: bool = False,
         enable_memory: bool = False,
         local_time: str = "",
         nyse_time: str = "",
@@ -82,7 +80,6 @@ class TerminalDashboard:
         self.port = port
         self.poll_interval = poll_interval
         self.trigger_time = trigger_time
-        self.mock = mock
         self.enable_memory = enable_memory
         self.local_time = local_time
         self.nyse_time = nyse_time
@@ -109,8 +106,6 @@ class TerminalDashboard:
         # Mode line
         if self.mode == "backtest":
             mode_str = "[cyan]Backtest[/cyan]"
-        elif self.mock:
-            mode_str = "[yellow]MOCK[/yellow]"
         else:
             mode_str = "[green]LIVE[/green]"
 
@@ -216,8 +211,6 @@ class TerminalDashboard:
         title = "[bold cyan]EvoTraders[/bold cyan]"
         if self.mode == "backtest":
             title += " [dim]Backtest[/dim]"
-        elif self.mock:
-            title += " [dim]Mock[/dim]"
         else:
             title += " [dim]Live[/dim]"
 

frontend/src/components/AgentCard.jsx

@@ -57,7 +57,7 @@ export default function AgentCard({ agent, onClose, isClosing }) {
       background: '#ffffff',
       borderBottom: '2px solid #000000',
       boxShadow: '0 4px 12px rgba(0, 0, 0, 0.1)',
-      zIndex: 1000,
+      zIndex: 800,
       animation: isClosing ? 'slideUp 0.2s ease-out forwards' : 'slideDown 0.25s ease-out'
     }}>
       {/* Horizontal scrollable content */}

frontend/src/components/AgentFeed.jsx

@@ -35,14 +35,22 @@ const stripMarkdown = (text) => {
     .replace(/^[-=]+$/gm, '');
 };
 
-const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
+const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref) => {
   const feedContentRef = useRef(null);
   const [highlightedId, setHighlightedId] = useState(null);
   const [selectedAgent, setSelectedAgent] = useState('all');
   const [dropdownOpen, setDropdownOpen] = useState(false);
 
   const getAgentModelInfo = (agentId) => {
-    if (!leaderboard || !agentId) return { modelName: null, modelProvider: null };
+    if (!agentId) return { modelName: null, modelProvider: null };
+    const profile = agentProfilesByAgent?.[agentId];
+    if (profile?.model_name) {
+      return {
+        modelName: profile.model_name,
+        modelProvider: profile.model_provider
+      };
+    }
+    if (!leaderboard) return { modelName: null, modelProvider: null };
     const agentData = leaderboard.find(lb => lb.id === agentId || lb.agentId === agentId);
     return {
       modelName: agentData?.modelName,
@@ -52,7 +60,17 @@ const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
 
   // Get agent info by name
   const getAgentInfoByName = (agentName) => {
-    if (!leaderboard || !agentName) return null;
+    if (!agentName) return null;
+    const agentConfig = AGENTS.find((agent) => agent.name === agentName);
+    const profile = agentConfig ? agentProfilesByAgent?.[agentConfig.id] : null;
+    if (agentConfig && profile?.model_name) {
+      return {
+        agentId: agentConfig.id,
+        modelName: profile.model_name,
+        modelProvider: profile.model_provider
+      };
+    }
+    if (!leaderboard) return null;
     const agentData = leaderboard.find(lb => lb.name === agentName || lb.agentName === agentName);
     if (!agentData) return null;
     return {

frontend/src/components/AppShell.jsx

@@ -0,0 +1,506 @@
+import React, { Suspense, lazy, useRef, useEffect, useMemo } from 'react';
+import GlobalStyles from '../styles/GlobalStyles';
+import Header from './Header.jsx';
+import RuntimeSettingsPanel from './RuntimeSettingsPanel.jsx';
+import StockLogo from './StockLogo.jsx';
+import NetValueChart from './NetValueChart.jsx';
+import { AGENTS } from '../config/constants';
+import { useRuntimeStore } from '../store/runtimeStore';
+import { useUIStore } from '../store/uiStore';
+import { formatNumber, formatTickerPrice } from '../utils/formatters';
+
+const RoomView = lazy(() => import('./RoomView'));
+const AgentFeed = lazy(() => import('./AgentFeed'));
+const StatisticsView = lazy(() => import('./StatisticsView'));
+const StockExplainView = lazy(() => import('./StockExplainView.jsx'));
+const TraderView = lazy(() => import('./TraderView.jsx'));
+
+function ViewLoadingFallback({ label = '加载中...' }) {
+  return (
+    <div style={{
+      minHeight: 240,
+      height: '100%',
+      display: 'flex',
+      alignItems: 'center',
+      justifyContent: 'center',
+      border: '1px solid #000000',
+      background: '#ffffff',
+      fontSize: 12,
+      fontWeight: 700,
+      letterSpacing: 0.4
+    }}>
+      {label}
+    </div>
+  );
+}
+
+/**
+ * AppShell - Layout shell containing Header, TickerBar, ViewNavBar, View container, and AgentFeed
+ */
+export default function AppShell({
+  // Connection & status
+  isConnected,
+  virtualTime,
+  now,
+  marketStatus,
+  serverMode,
+  marketStatusLabel,
+  dataSourceLabel,
+  runtimeSummaryLabel,
+  isUpdating,
+  // Handlers
+  onManualTrigger,
+  onOpenRuntimeLogs,
+  onRuntimeSettingsToggle,
+  // Runtime settings panel props
+  isRuntimeSettingsOpen,
+  isRuntimeConfigSaving,
+  isWatchlistSaving,
+  runtimeConfigFeedback,
+  watchlistFeedback,
+  launchModeDraft,
+  restoreRunIdDraft,
+  runtimeHistoryRuns,
+  scheduleModeDraft,
+  intervalMinutesDraft,
+  triggerTimeDraft,
+  maxCommCyclesDraft,
+  initialCashDraft,
+  marginRequirementDraft,
+  enableMemoryDraft,
+  modeDraft,
+  pollIntervalDraft,
+  startDateDraft,
+  endDateDraft,
+  watchlistDraftSymbols,
+  watchlistInputValue,
+  watchlistSuggestions,
+  onLaunchModeChange,
+  onRestoreRunIdChange,
+  onScheduleModeChange,
+  onIntervalMinutesChange,
+  onTriggerTimeChange,
+  onMaxCommCyclesChange,
+  onInitialCashChange,
+  onMarginRequirementChange,
+  onEnableMemoryChange,
+  onModeChange,
+  onPollIntervalChange,
+  onStartDateChange,
+  onEndDateChange,
+  onWatchlistInputChange,
+  onWatchlistInputKeyDown,
+  onWatchlistAdd,
+  onWatchlistRemove,
+  onWatchlistRestoreCurrent,
+  onWatchlistRestoreDefault,
+  onWatchlistSuggestionClick,
+  onLaunchConfigSave,
+  onRestoreDefaults,
+  // Ticker and portfolio data
+  displayTickers,
+  portfolioData,
+  rollingTickers,
+  // Feed data
+  feed,
+  bubbles,
+  bubbleFor,
+  leaderboard,
+  // Views data
+  currentView,
+  chartTab,
+  holdings,
+  trades,
+  stats,
+  priceHistoryByTicker,
+  ohlcHistoryByTicker,
+  selectedExplainSymbol,
+  onSelectedExplainSymbolChange,
+  historySourceByTicker,
+  explainEventsByTicker,
+  newsByTicker,
+  insiderTradesByTicker,
+  technicalIndicatorsByTicker,
+  currentDate,
+  // Stock request handlers
+  stockRequests,
+  // Agent request handlers
+  agentRequests,
+  agentProfilesByAgent,
+  // Layout
+  leftWidth,
+  isResizing,
+  onMouseDown,
+  agentFeedRef
+}) {
+  const containerRef = useRef(null);
+  const { setIsRuntimeSettingsOpen, setIsWatchlistPanelOpen } = useRuntimeStore();
+  const { setChartTab, setCurrentView, setIsResizing, setLeftWidth } = useUIStore();
+
+  // Resize handler
+  useEffect(() => {
+    if (!isResizing) return;
+
+    const handleMouseMove = (e) => {
+      if (!containerRef.current) return;
+      const containerRect = containerRef.current.getBoundingClientRect();
+      const newLeftWidth = ((e.clientX - containerRect.left) / containerRect.width) * 100;
+      if (newLeftWidth >= 30 && newLeftWidth <= 85) {
+        setLeftWidth(newLeftWidth);
+      }
+    };
+
+    const handleMouseUp = () => setIsResizing(false);
+
+    document.addEventListener('mousemove', handleMouseMove);
+    document.addEventListener('mouseup', handleMouseUp);
+
+    return () => {
+      document.removeEventListener('mousemove', handleMouseMove);
+      document.removeEventListener('mouseup', handleMouseUp);
+    };
+  }, [isResizing, setIsResizing, setLeftWidth]);
+
+  const handleJumpToMessage = (bubble) => {
+    if (agentFeedRef.current && agentFeedRef.current.scrollToMessage) {
+      agentFeedRef.current.scrollToMessage(bubble);
+    }
+  };
+
+  const viewClassName = useMemo(() => {
+    const base = `view-slider-five ${currentView === 'traders' ? 'show-traders' :
+      currentView === 'room' ? 'show-room' :
+        currentView === 'explain' ? 'show-explain' :
+          currentView === 'statistics' ? 'show-statistics' : 'show-chart'}`;
+    return base;
+  }, [currentView]);
+
+  return (
+    <div className="app">
+      <GlobalStyles />
+
+      {/* Header */}
+      <div className="header">
+        <Header />
+
+        <div className="header-right" style={{ display: 'flex', alignItems: 'center', gap: 24, marginLeft: 'auto', flexWrap: 'wrap', minWidth: 0 }}>
+          {/* Unified Status Indicator */}
+          <div className="header-status-inline">
+            <span className={`status-dot ${isConnected ? (isUpdating ? 'updating' : 'live') : 'offline'}`} />
+            <span className={`status-text ${isConnected ? 'live' : 'offline'}`}>
+              {isConnected ? (isUpdating ? '同步中' : '在线') : '离线'}
+            </span>
+            {marketStatus && (
+              <>
+                <span className="status-sep">·</span>
+                <span className={`market-text ${serverMode === 'backtest' ? 'backtest' : (marketStatus.status === 'open' ? 'open' : 'closed')}`}>
+                  {marketStatusLabel}
+                </span>
+              </>
+            )}
+            {dataSourceLabel && (
+              <>
+                <span className="status-sep">·</span>
+                <span className="market-text backtest">{dataSourceLabel}</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' && (
+            <div style={{ display: 'flex', gap: 8, alignItems: 'center' }}>
+              {onOpenRuntimeLogs && (
+                <button
+                  onClick={onOpenRuntimeLogs}
+                  style={{
+                    padding: '6px 12px',
+                    borderRadius: 4,
+                    background: '#FFFFFF',
+                    border: '1px solid #111111',
+                    color: '#111111',
+                    fontSize: '11px',
+                    fontFamily: '"Courier New", monospace',
+                    fontWeight: 700,
+                    cursor: 'pointer',
+                    letterSpacing: '0.4px',
+                    textTransform: 'uppercase'
+                  }}
+                  title="查看当前运行日志"
+                >
+                  运行日志
+                </button>
+              )}
+              <button
+                onClick={onManualTrigger}
+                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>
+            </div>
+          )}
+
+          <RuntimeSettingsPanel
+            showTrigger={false}
+            isOpen={isRuntimeSettingsOpen}
+            isConnected={isConnected}
+            isSaving={isRuntimeConfigSaving || isWatchlistSaving}
+            feedback={runtimeConfigFeedback || watchlistFeedback}
+            launchMode={launchModeDraft}
+            restoreRunId={restoreRunIdDraft}
+            runtimeHistoryRuns={runtimeHistoryRuns}
+            scheduleMode={scheduleModeDraft}
+            intervalMinutes={intervalMinutesDraft}
+            triggerTime={triggerTimeDraft}
+            maxCommCycles={maxCommCyclesDraft}
+            initialCash={initialCashDraft}
+            marginRequirement={marginRequirementDraft}
+            enableMemory={enableMemoryDraft}
+            mode={modeDraft}
+            pollInterval={pollIntervalDraft}
+            startDate={startDateDraft}
+            endDate={endDateDraft}
+            watchlistSymbols={watchlistDraftSymbols}
+            watchlistInputValue={watchlistInputValue}
+            watchlistSuggestions={watchlistSuggestions}
+            onToggle={onRuntimeSettingsToggle}
+            onClose={() => setIsRuntimeSettingsOpen(false)}
+            onLaunchModeChange={onLaunchModeChange}
+            onRestoreRunIdChange={onRestoreRunIdChange}
+            onScheduleModeChange={onScheduleModeChange}
+            onIntervalMinutesChange={onIntervalMinutesChange}
+            onTriggerTimeChange={onTriggerTimeChange}
+            onMaxCommCyclesChange={onMaxCommCyclesChange}
+            onInitialCashChange={onInitialCashChange}
+            onMarginRequirementChange={onMarginRequirementChange}
+            onEnableMemoryChange={onEnableMemoryChange}
+            onModeChange={onModeChange}
+            onPollIntervalChange={onPollIntervalChange}
+            onStartDateChange={onStartDateChange}
+            onEndDateChange={onEndDateChange}
+            onWatchlistInputChange={onWatchlistInputChange}
+            onWatchlistInputKeyDown={onWatchlistInputKeyDown}
+            onWatchlistAdd={onWatchlistAdd}
+            onWatchlistRemove={onWatchlistRemove}
+            onWatchlistRestoreCurrent={onWatchlistRestoreCurrent}
+            onWatchlistRestoreDefault={onWatchlistRestoreDefault}
+            onWatchlistSuggestionClick={onWatchlistSuggestionClick}
+            onSave={onLaunchConfigSave}
+            onRestoreDefaults={onRestoreDefaults}
+          />
+        </div>
+      </div>
+
+      {/* Main Content */}
+      <>
+        {/* Ticker Bar */}
+        <div className="ticker-bar">
+          <div className="ticker-track">
+            {[0, 1].map((groupIdx) => (
+              <div key={groupIdx} className="ticker-group">
+                {displayTickers.map(ticker => (
+                  <div key={`${ticker.symbol}-${groupIdx}`} className="ticker-item">
+                    <StockLogo ticker={ticker.symbol} size={16} />
+                    <span className="ticker-symbol">{ticker.symbol}</span>
+                    <span className="ticker-price">
+                      <span className={`ticker-price-value ${rollingTickers[ticker.symbol] ? 'rolling' : ''}`}>
+                        {ticker.price !== null && ticker.price !== undefined
+                          ? `$${formatTickerPrice(ticker.price)}` : '-'}
+                      </span>
+                    </span>
+                    <span className={`ticker-change ${
+                      ticker.change === null || ticker.change === undefined
+                        ? '' : ticker.change >= 0 ? 'positive' : 'negative'
+                    }`}>
+                      {ticker.change !== null && ticker.change !== undefined
+                        ? `${ticker.change >= 0 ? '+' : ''}${ticker.change.toFixed(2)}%` : '-'}
+                    </span>
+                  </div>
+                ))}
+              </div>
+            ))}
+          </div>
+          <div className="portfolio-value">
+            <span className="portfolio-label">投资组合</span>
+            <span className="portfolio-amount">${formatNumber(portfolioData.netValue)}</span>
+          </div>
+        </div>
+
+        <div className="main-container" ref={containerRef}>
+          {/* Left Panel */}
+          <div className="left-panel" style={{ width: `${leftWidth}%` }}>
+            <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')}
+                  >
+                    交易室
+                  </button>
+                  <button
+                    className={`view-nav-btn ${currentView === 'explain' ? 'active' : ''}`}
+                    onClick={() => setCurrentView('explain')}
+                  >
+                    个股分析
+                  </button>
+                  <button
+                    className={`view-nav-btn ${currentView === 'chart' ? 'active' : ''}`}
+                    onClick={() => setCurrentView('chart')}
+                  >
+                    业绩图表
+                  </button>
+                  <button
+                    className={`view-nav-btn ${currentView === 'statistics' ? 'active' : ''}`}
+                    onClick={() => setCurrentView('statistics')}
+                  >
+                    统计
+                  </button>
+                </div>
+
+                <div className={viewClassName}>
+                  {/* Traders View */}
+                  <div className="view-panel">
+                    <Suspense fallback={<ViewLoadingFallback label="加载交易员视图..." />}>
+                      <TraderView {...agentRequests} />
+                    </Suspense>
+                  </div>
+
+                  {/* Room View Panel */}
+                  <div className="view-panel">
+                    <Suspense fallback={<ViewLoadingFallback label="加载交易室..." />}>
+                      <RoomView
+                        bubbles={bubbles}
+                        bubbleFor={bubbleFor}
+                        leaderboard={leaderboard}
+                        agentProfilesByAgent={agentProfilesByAgent}
+                        feed={feed}
+                        onJumpToMessage={handleJumpToMessage}
+                        onOpenLaunchConfig={() => setIsRuntimeSettingsOpen(true)}
+                      />
+                    </Suspense>
+                  </div>
+
+                  {/* Stock Explain View Panel */}
+                  <div className="view-panel">
+                    <Suspense fallback={<ViewLoadingFallback label="加载个股分析..." />}>
+                      <StockExplainView
+                        tickers={displayTickers}
+                        holdings={holdings}
+                        trades={trades}
+                        leaderboard={leaderboard}
+                        feed={feed}
+                        priceHistoryByTicker={priceHistoryByTicker}
+                        ohlcHistoryByTicker={ohlcHistoryByTicker}
+                        selectedSymbol={selectedExplainSymbol}
+                        onSelectedSymbolChange={onSelectedExplainSymbolChange}
+                        selectedHistorySource={historySourceByTicker[selectedExplainSymbol] || null}
+                        explainEventsSnapshot={explainEventsByTicker[selectedExplainSymbol] || null}
+                        newsSnapshot={newsByTicker[selectedExplainSymbol] || null}
+                        insiderTradesSnapshot={insiderTradesByTicker[selectedExplainSymbol] || null}
+                        technicalIndicatorsSnapshot={technicalIndicatorsByTicker[selectedExplainSymbol] || null}
+                        onRequestHistory={stockRequests?.requestStockHistory}
+                        onRequestExplainEvents={stockRequests?.requestStockExplainEvents}
+                        onRequestNews={stockRequests?.requestStockNews}
+                        onRequestRangeExplain={stockRequests?.requestStockRangeExplain}
+                        onRequestNewsForDate={stockRequests?.requestStockNewsForDate}
+                        onRequestStory={stockRequests?.requestStockStory}
+                        onRequestInsiderTrades={stockRequests?.requestStockInsiderTrades}
+                        onRequestTechnicalIndicators={stockRequests?.requestStockTechnicalIndicators}
+                        currentDate={currentDate}
+                        onRequestSimilarDays={stockRequests?.requestStockSimilarDays}
+                        onRequestStockEnrich={stockRequests?.requestStockEnrich}
+                      />
+                    </Suspense>
+                  </div>
+
+                  {/* Chart View Panel */}
+                  <div className="view-panel">
+                    <div className="chart-container">
+                      <div className="chart-tabs-floating">
+                        <button
+                          className={`chart-tab ${chartTab === 'all' ? 'active' : ''}`}
+                          onClick={() => setChartTab('all')}
+                        >
+                          日线
+                        </button>
+                      </div>
+                      {currentView === 'chart' ? (
+                        <NetValueChart
+                          equity={portfolioData.equity}
+                          baseline={portfolioData.baseline}
+                          baseline_vw={portfolioData.baseline_vw}
+                          momentum={portfolioData.momentum}
+                          strategies={portfolioData.strategies}
+                          equity_return={portfolioData.equity_return}
+                          baseline_return={portfolioData.baseline_return}
+                          baseline_vw_return={portfolioData.baseline_vw_return}
+                          momentum_return={portfolioData.momentum_return}
+                          chartTab={chartTab}
+                          virtualTime={virtualTime}
+                        />
+                      ) : (
+                        <div style={{ height: '100%', minHeight: 320 }} />
+                      )}
+                    </div>
+                  </div>
+
+                  {/* Statistics View Panel */}
+                  <div className="view-panel">
+                    <Suspense fallback={<ViewLoadingFallback label="加载统计视图..." />}>
+                      <StatisticsView
+                        trades={trades}
+                        holdings={holdings}
+                        stats={stats}
+                        portfolioData={portfolioData}
+                        baseline_vw={portfolioData.baseline_vw}
+                        equity={portfolioData.equity}
+                        leaderboard={leaderboard}
+                      />
+                    </Suspense>
+                  </div>
+                </div>
+              </div>
+            </div>
+          </div>
+
+          {/* Resizer */}
+          <div className={`resizer ${isResizing ? 'resizing' : ''}`} onMouseDown={onMouseDown} />
+
+          {/* Right Panel: Agent Feed */}
+          <div className="right-panel" style={{ width: `${100 - leftWidth}%` }}>
+            <Suspense fallback={<ViewLoadingFallback label="加载消息流..." />}>
+              <AgentFeed ref={agentFeedRef} feed={feed} leaderboard={leaderboard} agentProfilesByAgent={agentProfilesByAgent} />
+            </Suspense>
+          </div>
+        </div>
+      </>
+    </div>
+  );
+}

frontend/src/components/NetValueChart.jsx

@@ -5,10 +5,10 @@ import { formatNumber, formatFullNumber } from '../utils/formatters';
 /**
  * Helper function to get the start time of the most recent trading session
  * Trading session: 22:30 - next day 05:00
- * @param {Date|null} virtualTime - Virtual time from server (for mock mode), or null to use real time
+ * @param {Date|null} virtualTime - Virtual time from server, or null to use real time
  */
 function getRecentTradingSessionStart(virtualTime = null) {
-  // Use virtual time if provided (for mock mode), otherwise use real time
+  // Use virtual time if provided, otherwise use real time
   let now;
   if (virtualTime) {
     // Ensure virtualTime is a valid Date object

frontend/src/components/RoomView.jsx

@@ -47,7 +47,7 @@ function getRankMedal(rank) {
  * Supports click and hover (1.5s) to show agent performance cards
  * Supports replay mode - completely independent from live mode
  */
-export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJumpToMessage, onOpenLaunchConfig }) {
+export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfilesByAgent, feed, onJumpToMessage, onOpenLaunchConfig }) {
   const canvasRef = useRef(null);
   const containerRef = useRef(null);
 
@@ -162,11 +162,14 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJump
   const getAgentData = (agentId) => {
     const agent = AGENTS.find(a => a.id === agentId);
     if (!agent) return null;
+    const profile = agentProfilesByAgent?.[agentId] || null;
 
     // If no leaderboard data, return agent with default stats
     if (!leaderboard || !Array.isArray(leaderboard)) {
       return {
         ...agent,
+        modelName: profile?.model_name || null,
+        modelProvider: profile?.model_provider || null,
         bull: { n: 0, win: 0, unknown: 0 },
         bear: { n: 0, win: 0, unknown: 0 },
         winRate: null,
@@ -181,6 +184,8 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJump
     if (!leaderboardData) {
       return {
         ...agent,
+        modelName: profile?.model_name || null,
+        modelProvider: profile?.model_provider || null,
         bull: { n: 0, win: 0, unknown: 0 },
         bear: { n: 0, win: 0, unknown: 0 },
         winRate: null,
@@ -193,6 +198,8 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJump
     return {
       ...agent,
       ...leaderboardData,
+      modelName: profile?.model_name || leaderboardData.modelName || null,
+      modelProvider: profile?.model_provider || leaderboardData.modelProvider || null,
       avatar: agent.avatar  // Always use the frontend's avatar URL
     };
   };

frontend/src/components/RuntimeLogsModal.jsx

@@ -0,0 +1,190 @@
+import React, { useEffect, useMemo, useRef, useState } from 'react';
+import { createPortal } from 'react-dom';
+
+export default function RuntimeLogsModal({
+  isOpen,
+  isLoading,
+  logPayload,
+  error,
+  onClose,
+  onRefresh
+}) {
+  const logRef = useRef(null);
+  const [autoRefresh, setAutoRefresh] = useState(true);
+  const [followTail, setFollowTail] = useState(true);
+
+  const refreshIntervalMs = useMemo(() => 2000, []);
+
+  useEffect(() => {
+    if (!isOpen || !autoRefresh) {
+      return undefined;
+    }
+
+    const timerId = window.setInterval(() => {
+      onRefresh();
+    }, refreshIntervalMs);
+
+    return () => window.clearInterval(timerId);
+  }, [autoRefresh, isOpen, onRefresh, refreshIntervalMs]);
+
+  useEffect(() => {
+    if (!isOpen || !followTail || !logRef.current) {
+      return;
+    }
+
+    logRef.current.scrollTop = logRef.current.scrollHeight;
+  }, [followTail, isOpen, logPayload?.content]);
+
+  if (!isOpen) {
+    return null;
+  }
+
+  return createPortal(
+    <div
+      onClick={onClose}
+      style={{
+        position: 'fixed',
+        inset: 0,
+        background: 'rgba(15, 23, 42, 0.32)',
+        display: 'flex',
+        alignItems: 'center',
+        justifyContent: 'center',
+        padding: 24,
+        zIndex: 10000
+      }}
+    >
+      <div
+        onClick={(event) => event.stopPropagation()}
+        style={{
+          width: 'min(980px, 94vw)',
+          maxHeight: '82vh',
+          overflow: 'hidden',
+          borderRadius: 16,
+          border: '1px solid #D9E0E7',
+          background: '#FFFFFF',
+          boxShadow: '0 24px 60px rgba(15, 23, 42, 0.18)',
+          display: 'grid',
+          gridTemplateRows: 'auto auto minmax(0, 1fr)'
+        }}
+      >
+        <div style={{
+          padding: '18px 20px 10px',
+          display: 'flex',
+          justifyContent: 'space-between',
+          alignItems: 'center',
+          gap: 12
+        }}>
+          <div style={{ display: 'grid', gap: 4 }}>
+            <div style={{ fontSize: 14, fontWeight: 800, color: '#111111' }}>运行日志</div>
+            <div style={{ fontSize: 11, color: '#6B7280' }}>
+              {logPayload?.run_id ? `任务 ${logPayload.run_id}` : '当前运行任务'}
+            </div>
+          </div>
+          <div style={{ display: 'flex', gap: 8 }}>
+            <button
+              type="button"
+              onClick={onRefresh}
+              style={{
+                padding: '7px 10px',
+                borderRadius: 8,
+                border: '1px solid #D0D7DE',
+                background: '#FFFFFF',
+                color: '#111111',
+                fontSize: 11,
+                fontWeight: 700,
+                cursor: 'pointer'
+              }}
+            >
+              刷新
+            </button>
+            <button
+              type="button"
+              onClick={onClose}
+              style={{
+                padding: '7px 10px',
+                borderRadius: 8,
+                border: '1px solid #111111',
+                background: '#111111',
+                color: '#FFFFFF',
+                fontSize: 11,
+                fontWeight: 700,
+                cursor: 'pointer'
+              }}
+            >
+              关闭
+            </button>
+          </div>
+        </div>
+
+        <div style={{
+          padding: '0 20px 12px',
+          display: 'flex',
+          justifyContent: 'space-between',
+          gap: 12,
+          alignItems: 'center',
+          flexWrap: 'wrap'
+        }}>
+          <div style={{ fontSize: 11, color: '#6B7280', fontFamily: '"Courier New", monospace' }}>
+            {logPayload?.log_path || '未找到日志文件'}
+          </div>
+          {isLoading ? (
+            <div style={{ fontSize: 11, color: '#2563EB', fontWeight: 700 }}>加载中...</div>
+          ) : error ? (
+            <div style={{ fontSize: 11, color: '#B91C1C', fontWeight: 700 }}>{error}</div>
+          ) : null}
+        </div>
+
+        <div style={{
+          padding: '0 20px 12px',
+          display: 'flex',
+          gap: 16,
+          alignItems: 'center',
+          flexWrap: 'wrap'
+        }}>
+          <label style={{ display: 'inline-flex', alignItems: 'center', gap: 6, fontSize: 11, color: '#374151', cursor: 'pointer' }}>
+            <input
+              type="checkbox"
+              checked={autoRefresh}
+              onChange={(event) => setAutoRefresh(event.target.checked)}
+            />
+            实时刷新
+          </label>
+          <label style={{ display: 'inline-flex', alignItems: 'center', gap: 6, fontSize: 11, color: '#374151', cursor: 'pointer' }}>
+            <input
+              type="checkbox"
+              checked={followTail}
+              onChange={(event) => setFollowTail(event.target.checked)}
+            />
+            自动滚底
+          </label>
+        </div>
+
+        <div style={{ padding: '0 20px 20px', minHeight: 0 }}>
+          <pre
+            ref={logRef}
+            style={{
+            margin: 0,
+            height: '100%',
+            minHeight: 320,
+            maxHeight: 'calc(82vh - 140px)',
+            overflow: 'auto',
+            borderRadius: 12,
+            border: '1px solid #D9E0E7',
+            background: '#0F172A',
+            color: '#E2E8F0',
+            padding: 16,
+            fontSize: 11,
+            lineHeight: 1.6,
+            fontFamily: '"SFMono-Regular", Menlo, Consolas, "Liberation Mono", monospace',
+            whiteSpace: 'pre-wrap',
+            wordBreak: 'break-word'
+          }}
+          >
+            {logPayload?.content || '暂无日志输出'}
+          </pre>
+        </div>
+      </div>
+    </div>,
+    document.body
+  );
+}

frontend/src/components/RuntimeSettingsPanel.jsx

@@ -1,12 +1,24 @@
 import React from 'react';
 import { createPortal } from 'react-dom';
 
+const formatHistorySummary = (run) => {
+  const updatedAt = run?.updated_at ? String(run.updated_at).replace("T", " ").slice(0, 16) : "未知时间";
+  const mode = run?.bootstrap?.mode ? String(run.bootstrap.mode).toUpperCase() : "LIVE";
+  const tickers = Array.isArray(run?.bootstrap?.tickers) ? run.bootstrap.tickers.length : 0;
+  const assetValue = Number(run?.total_asset_value ?? 0).toFixed(2);
+  const trades = Number(run?.total_trades ?? 0);
+  return `${run.run_id} · ${updatedAt} · ${mode} · ${tickers}标的 · ${trades}笔交易 · $${assetValue}`;
+};
+
 export default function RuntimeSettingsPanel({
   showTrigger = true,
   isOpen,
   isConnected,
   isSaving,
   feedback,
+  launchMode,
+  restoreRunId,
+  runtimeHistoryRuns,
   scheduleMode,
   intervalMinutes,
   triggerTime,
@@ -18,13 +30,14 @@ export default function RuntimeSettingsPanel({
   pollInterval,
   startDate,
   endDate,
-  enableMock,
   watchlistSymbols,
   watchlistInputValue,
   watchlistSuggestions,
   onToggle,
   onClose,
   onScheduleModeChange,
+  onLaunchModeChange,
+  onRestoreRunIdChange,
   onIntervalMinutesChange,
   onTriggerTimeChange,
   onMaxCommCyclesChange,
@@ -35,7 +48,6 @@ export default function RuntimeSettingsPanel({
   onPollIntervalChange,
   onStartDateChange,
   onEndDateChange,
-  onEnableMockChange,
   onWatchlistInputChange,
   onWatchlistInputKeyDown,
   onWatchlistAdd,
@@ -134,6 +146,75 @@ export default function RuntimeSettingsPanel({
               </div>
             </div>
 
+            <div style={{
+              border: '1px solid #E5EAF1',
+              borderRadius: 12,
+              background: '#FCFDFE',
+              padding: 14,
+              display: 'grid',
+              gap: 12
+            }}>
+              <div style={{ fontSize: 12, fontWeight: 800, color: '#111111' }}>启动形式</div>
+              <label style={{ display: 'grid', gap: 4 }}>
+                <span style={{ fontSize: '10px', color: '#4B5563', fontWeight: 700 }}>任务模式</span>
+                <select
+                  value={launchMode}
+                  onChange={(e) => onLaunchModeChange(e.target.value)}
+                  style={{
+                    padding: '9px 10px',
+                    borderRadius: 8,
+                    border: '1px solid #D0D7DE',
+                    background: '#FFFFFF',
+                    color: '#111111',
+                    fontSize: '12px'
+                  }}
+                >
+                  <option value="fresh">重新启动</option>
+                  <option value="restore">从历史任务恢复</option>
+                </select>
+              </label>
+
+              {launchMode === 'restore' && (
+                <>
+                  <label style={{ display: 'grid', gap: 4 }}>
+                    <span style={{ fontSize: '10px', color: '#4B5563', fontWeight: 700 }}>历史任务</span>
+                    <select
+                      value={restoreRunId}
+                      onChange={(e) => onRestoreRunIdChange(e.target.value)}
+                      style={{
+                        padding: '9px 10px',
+                        borderRadius: 8,
+                        border: '1px solid #D0D7DE',
+                        background: '#FFFFFF',
+                        color: '#111111',
+                        fontSize: '12px'
+                      }}
+                    >
+                      <option value="">请选择历史任务</option>
+                      {runtimeHistoryRuns.map((run) => (
+                        <option key={run.run_id} value={run.run_id}>
+                          {formatHistorySummary(run)}
+                        </option>
+                      ))}
+                    </select>
+                  </label>
+
+                  <div style={{
+                    fontSize: '11px',
+                    color: '#6B7280',
+                    lineHeight: 1.6,
+                    padding: '10px 12px',
+                    borderRadius: 8,
+                    background: '#FFFFFF',
+                    border: '1px dashed #D0D7DE'
+                  }}>
+                    恢复启动会从所选历史任务复制运行状态、组合、交易记录和 Agent 工作区资产，并以新的任务 ID 继续运行。
+                  </div>
+                </>
+              )}
+            </div>
+
+            {launchMode === 'fresh' && (
               <div style={{
                 border: '1px solid #E5EAF1',
                 borderRadius: 12,
@@ -273,7 +354,9 @@ export default function RuntimeSettingsPanel({
                 </button>
               </div>
               </div>
+            )}
 
+            {launchMode === 'fresh' && (
               <div style={{
                 border: '1px solid #E5EAF1',
                 borderRadius: 12,
@@ -495,22 +578,8 @@ export default function RuntimeSettingsPanel({
                   }}
                 />
               </label>
-
-              <label style={{ display: 'flex', alignItems: 'center', gap: 10, marginTop: 2 }}>
-                <input
-                  type="checkbox"
-                  checked={enableMock}
-                  onChange={(e) => onEnableMockChange(e.target.checked)}
-                  style={{
-                    width: 16,
-                    height: 16,
-                    accentColor: '#0D47A1',
-                    cursor: 'pointer'
-                  }}
-                />
-                <span style={{ fontSize: '11px', color: '#111111', fontWeight: 700 }}>启用模拟数据 (Mock)</span>
-              </label>
               </div>
+            )}
 
             <div style={{
               border: '1px solid #E5EAF1',

frontend/src/components/RuntimeView.jsx

@@ -34,6 +34,18 @@ const EVENT_FILTER_OPTIONS = [
   { value: 'approval', label: '审批事件' }
 ];
 
+const SR_ONLY_STYLE = {
+  position: 'absolute',
+  width: 1,
+  height: 1,
+  padding: 0,
+  margin: -1,
+  overflow: 'hidden',
+  clip: 'rect(0, 0, 0, 0)',
+  whiteSpace: 'nowrap',
+  border: 0
+};
+
 function metricCard(label, value, accent, helper = null) {
   return (
     <div className="stat-card">
@@ -722,6 +734,9 @@ export default function RuntimeView() {
           {sectionTitle(
             '近期事件',
             <select
+              id="runtime-event-filter"
+              name="runtime_event_filter"
+              aria-label="筛选近期事件"
               value={eventFilter}
               onChange={(event) => setEventFilter(event.target.value)}
               style={{
@@ -739,6 +754,9 @@ export default function RuntimeView() {
               ))}
             </select>
           )}
+          <label htmlFor="runtime-event-filter" style={SR_ONLY_STYLE}>
+            筛选近期事件
+          </label>
           <div style={{
             display: 'grid',
             gap: 8,

frontend/src/components/StatisticsView.jsx

@@ -8,12 +8,36 @@ import { formatNumber, formatDateTime } from '../utils/formatters';
  * Left: Performance Overview (35%) | Right: Holdings + Trades (65%)
  * No scrolling - content fits within viewport with pagination
  */
-export default function StatisticsView({ trades, holdings, stats, baseline_vw, equity, leaderboard }) {
+export default function StatisticsView({ trades, holdings, stats, baseline_vw, equity, leaderboard, portfolioData }) {
   const [holdingsPage, setHoldingsPage] = useState(1);
   const [tradesPage, setTradesPage] = useState(1);
   const holdingsPerPage = 5;
   const tradesPerPage = 8;
 
+  const effectiveStats = React.useMemo(() => {
+    const base = stats && typeof stats === 'object' ? stats : {};
+    const netValue = Number(portfolioData?.netValue ?? 0);
+    const pnl = Number(portfolioData?.pnl ?? 0);
+    const hasPortfolioValue = Number.isFinite(netValue) && netValue > 0;
+    const hasMeaningfulStats = Number(base?.totalAssetValue ?? 0) > 0;
+
+    if (hasMeaningfulStats || !hasPortfolioValue) {
+      return base;
+    }
+
+    const cashHolding = Array.isArray(holdings)
+      ? holdings.find((item) => String(item?.ticker || '').toUpperCase() === 'CASH')
+      : null;
+
+    return {
+      ...base,
+      totalAssetValue: netValue,
+      totalReturn: pnl,
+      cashPosition: Number(cashHolding?.marketValue ?? cashHolding?.currentPrice ?? 0),
+      totalTrades: Array.isArray(trades) ? trades.length : 0,
+    };
+  }, [holdings, portfolioData, stats, trades]);
+
   // Calculate pagination for holdings
   const totalHoldingsPages = Math.ceil(holdings.length / holdingsPerPage);
   const holdingsStartIndex = (holdingsPage - 1) * holdingsPerPage;
@@ -28,12 +52,12 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
 
   // Calculate excess return (Evatraders return - benchmark value-weighted return)
   const calculateExcessReturn = () => {
-    if (!stats || !baseline_vw || baseline_vw.length === 0) {
+    if (!effectiveStats || !baseline_vw || baseline_vw.length === 0) {
       return null;
     }
 
     // Get Evatraders return from stats
-    const evatradersReturn = stats.totalReturn || 0; // Already in percentage
+    const evatradersReturn = effectiveStats.totalReturn || 0; // Already in percentage
 
     // Calculate benchmark return from baseline_vw
     // baseline_vw format: [{t: timestamp, v: value}, ...] or [value, ...]
@@ -130,7 +154,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
         borderRight: '2px solid #e0e0e0',
         overflow: 'hidden'
       }}>
-        {stats ? (
+        {effectiveStats ? (
           <div style={{
             padding: '24px',
             display: 'flex',
@@ -179,7 +203,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                   fontFamily: '"Courier New", monospace',
                   lineHeight: 1
                 }}>
-                  ${formatNumber(stats.totalAssetValue || 0)}
+                  ${formatNumber(effectiveStats.totalAssetValue || 0)}
                 </div>
               </div>
 
@@ -272,10 +296,10 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                   <div style={{
                     fontSize: 28,
                     fontWeight: 700,
-                    color: (stats.totalReturn || 0) >= 0 ? '#00C853' : '#FF1744',
+                    color: (effectiveStats.totalReturn || 0) >= 0 ? '#00C853' : '#FF1744',
                     fontFamily: '"Courier New", monospace'
                   }}>
-                    {(stats.totalReturn || 0) >= 0 ? '+' : ''}{(stats.totalReturn || 0).toFixed(2)}%
+                    {(effectiveStats.totalReturn || 0) >= 0 ? '+' : ''}{(effectiveStats.totalReturn || 0).toFixed(2)}%
                   </div>
                 </div>
               </div>
@@ -304,7 +328,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                     color: '#000000',
                     fontFamily: '"Courier New", monospace'
                   }}>
-                    ${formatNumber(stats.cashPosition || 0)}
+                    ${formatNumber(effectiveStats.cashPosition || 0)}
                   </div>
                 </div>
 
@@ -330,13 +354,13 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                     color: '#000000',
                     fontFamily: '"Courier New", monospace'
                   }}>
-                    {stats.totalTrades || 0}
+                    {effectiveStats.totalTrades || 0}
                   </div>
                 </div>
               </div>
 
               {/* Ticker Weights - Compact */}
-              {stats.tickerWeights && Object.keys(stats.tickerWeights).length > 0 && (
+              {effectiveStats?.tickerWeights && Object.keys(effectiveStats.tickerWeights).length > 0 && (
                 <div style={{
                   marginTop: 'auto',
                   paddingTop: 20,
@@ -358,7 +382,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                     gap: 8,
                     maxHeight: 120
                   }}>
-                    {Object.entries(stats.tickerWeights).map(([ticker, weight]) => {
+                    {Object.entries(effectiveStats.tickerWeights).map(([ticker, weight]) => {
                       const weightValue = Number(weight);
                       const isNegative = weightValue < 0;
                       const displayWeight = (weightValue * 100).toFixed(1);

frontend/src/components/StockExplainView.jsx

@@ -33,6 +33,9 @@ export default function StockExplainView({
   insiderTradesSnapshot,
   technicalIndicatorsSnapshot,
   onRequestRangeExplain,
+  onRequestHistory,
+  onRequestExplainEvents,
+  onRequestNews,
   onRequestNewsForDate,
   onRequestStory,
   onRequestInsiderTrades,
@@ -142,11 +145,37 @@ export default function StockExplainView({
     setActiveNewsSentiment('all');
   }, [selectedSymbol, selectedEventDate]);
 
+  useEffect(() => {
+    if (!selectedSymbol) {
+      return;
+    }
+
+    if (onRequestHistory && (!Array.isArray(ohlcHistoryByTicker?.[selectedSymbol]) || ohlcHistoryByTicker[selectedSymbol].length === 0)) {
+      onRequestHistory(selectedSymbol);
+    }
+
+    if (onRequestExplainEvents && !explainEventsSnapshot) {
+      onRequestExplainEvents(selectedSymbol);
+    }
+
+    if (onRequestNews && (!Array.isArray(newsSnapshot?.items) || newsSnapshot.items.length === 0)) {
+      onRequestNews(selectedSymbol);
+    }
+  }, [
+    explainEventsSnapshot,
+    newsSnapshot,
+    ohlcHistoryByTicker,
+    onRequestExplainEvents,
+    onRequestHistory,
+    onRequestNews,
+    selectedSymbol,
+  ]);
+
   useEffect(() => {
     if (!selectedSymbol || !selectedEventDate || !onRequestNewsForDate) {
       return;
     }
-    if (Array.isArray(newsSnapshot?.byDate?.[selectedEventDate]) && newsSnapshot.byDate[selectedEventDate].length > 0) {
+    if (Object.prototype.hasOwnProperty.call(newsSnapshot?.byDate || {}, selectedEventDate)) {
       return;
     }
     onRequestNewsForDate(selectedSymbol, selectedEventDate);
@@ -156,21 +185,21 @@ export default function StockExplainView({
     if (!selectedSymbol || !onRequestStory || !currentDate) {
       return;
     }
-    if (selectedStory?.story) {
+    if (Object.prototype.hasOwnProperty.call(newsSnapshot?.storyCache || {}, currentDate)) {
       return;
     }
     onRequestStory(selectedSymbol, currentDate);
-  }, [currentDate, onRequestStory, selectedStory, selectedSymbol]);
+  }, [currentDate, newsSnapshot, onRequestStory, selectedStory, selectedSymbol]);
 
   useEffect(() => {
     if (!selectedSymbol || !selectedEventDate || !onRequestSimilarDays) {
       return;
     }
-    if (selectedSimilarDays?.items?.length) {
+    if (Object.prototype.hasOwnProperty.call(newsSnapshot?.similarDaysCache || {}, selectedEventDate)) {
       return;
     }
     onRequestSimilarDays(selectedSymbol, selectedEventDate);
-  }, [onRequestSimilarDays, selectedEventDate, selectedSimilarDays, selectedSymbol]);
+  }, [newsSnapshot, onRequestSimilarDays, selectedEventDate, selectedSimilarDays, selectedSymbol]);
 
   useEffect(() => {
     if (!selectedSymbol || !onRequestTechnicalIndicators) {

frontend/src/components/TraderView.jsx

@@ -38,6 +38,18 @@ export default function TraderView({
   onWorkspaceFileSave,
   onUploadExternalSkill
 }) {
+  const srOnlyStyle = {
+    position: 'absolute',
+    width: 1,
+    height: 1,
+    padding: 0,
+    margin: -1,
+    overflow: 'hidden',
+    clip: 'rect(0, 0, 0, 0)',
+    whiteSpace: 'nowrap',
+    border: 0
+  };
+
   const [expandedSkillKey, setExpandedSkillKey] = useState(null);
   const [newLocalSkillName, setNewLocalSkillName] = useState('');
   const [externalSkillFile, setExternalSkillFile] = useState(null);
@@ -460,6 +472,9 @@ export default function TraderView({
                                   本地技能 SKILL.md
                                 </div>
                                 <textarea
+                                  id={`local-skill-${selectedAgentId}-${skill.skill_name}`}
+                                  name={`local_skill_${selectedAgentId}_${skill.skill_name}`}
+                                  aria-label={`${skill.skill_name} 本地技能内容`}
                                   value={skillDraft}
                                   onChange={(e) => onLocalSkillDraftChange(skill.skill_name, e.target.value)}
                                   style={{
@@ -557,6 +572,9 @@ export default function TraderView({
                 </div>
 
                 <textarea
+                  id={`workspace-editor-${selectedAgentId}-${selectedWorkspaceFile || 'file'}`}
+                  name={`workspace_editor_${selectedAgentId}_${selectedWorkspaceFile || 'file'}`}
+                  aria-label={`编辑 ${selectedWorkspaceFile || '工作区文件'} 内容`}
                   value={workspaceDraftContent}
                   onChange={(e) => onWorkspaceDraftChange(e.target.value)}
                   placeholder={isWorkspaceFileLoading ? '加载中...' : '输入 markdown 内容'}
@@ -687,7 +705,13 @@ export default function TraderView({
             }}>
               <div style={{ fontSize: 12, fontWeight: 800, color: '#111111' }}>创建本地技能</div>
               <div style={{ display: 'flex', gap: 8, alignItems: 'center' }}>
+                <label htmlFor="new-local-skill-name" style={srOnlyStyle}>
+                  输入本地技能名称
+                </label>
                 <input
+                  id="new-local-skill-name"
+                  name="new_local_skill_name"
+                  aria-label="输入本地技能名称"
                   value={newLocalSkillName}
                   onChange={(e) => setNewLocalSkillName(e.target.value)}
                   placeholder="输入技能名，例如 event_playbook"
@@ -741,7 +765,13 @@ export default function TraderView({
                 支持上传 .zip（包内需包含一个技能目录及 SKILL.md）
               </div>
               <div style={{ display: 'flex', gap: 8, alignItems: 'center', flexWrap: 'wrap' }}>
+                <label htmlFor="external-skill-zip" style={srOnlyStyle}>
+                  上传外部技能 zip 包
+                </label>
                 <input
+                  id="external-skill-zip"
+                  name="external_skill_zip"
+                  aria-label="上传外部技能 zip 包"
                   type="file"
                   accept=".zip,application/zip"
                   onChange={async (e) => {

frontend/src/components/WatchlistPanel.jsx

@@ -19,6 +19,18 @@ export default function WatchlistPanel({
   onSuggestionClick,
   onSave
 }) {
+  const srOnlyStyle = {
+    position: 'absolute',
+    width: 1,
+    height: 1,
+    padding: 0,
+    margin: -1,
+    overflow: 'hidden',
+    clip: 'rect(0, 0, 0, 0)',
+    whiteSpace: 'nowrap',
+    border: 0
+  };
+
   return (
     <div style={{ display: 'flex', alignItems: 'center', gap: 8, minWidth: 0, position: 'relative', marginLeft: -6 }}>
       <button
@@ -117,7 +129,13 @@ export default function WatchlistPanel({
           </div>
 
           <div style={{ display: 'flex', gap: 8 }}>
+            <label htmlFor="watchlist-symbol-input" style={srOnlyStyle}>
+              输入股票代码
+            </label>
             <input
+              id="watchlist-symbol-input"
+              name="watchlist_symbol"
+              aria-label="输入股票代码"
               value={inputValue}
               onChange={(e) => onInputChange(e.target.value)}
               onKeyDown={onInputKeyDown}

frontend/src/components/explain/ExplainPriceSection.jsx

@@ -11,6 +11,37 @@ export default function ExplainPriceSection({
   isOpen,
   onToggle,
 }) {
+  const timeTicks = (() => {
+    const candles = Array.isArray(chartModel?.candles) ? chartModel.candles : [];
+    if (!candles.length) {
+      return [];
+    }
+
+    const targetCount = Math.min(4, candles.length);
+    const step = Math.max(1, Math.floor((candles.length - 1) / Math.max(targetCount - 1, 1)));
+    const ticks = [];
+
+    for (let index = 0; index < candles.length; index += step) {
+      const candle = candles[index];
+      const rawLabel = candle.startLabel || candle.time || candle.date || '';
+      ticks.push({
+        x: candle.centerX,
+        label: String(rawLabel).slice(5, 16).replace('T', ' '),
+      });
+    }
+
+    const lastCandle = candles[candles.length - 1];
+    const lastLabel = String(lastCandle.endLabel || lastCandle.time || lastCandle.date || '').slice(5, 16).replace('T', ' ');
+    if (ticks.length === 0 || ticks[ticks.length - 1]?.x !== lastCandle.centerX) {
+      ticks.push({
+        x: lastCandle.centerX,
+        label: lastLabel,
+      });
+    }
+
+    return ticks;
+  })();
+
   return (
     <div className="section">
       <div className="section-header">
@@ -66,12 +97,35 @@ export default function ExplainPriceSection({
               strokeWidth="1"
             />
 
+            {timeTicks.map((tick) => (
+              <g key={`${tick.x}-${tick.label}`}>
+                <line
+                  x1={tick.x}
+                  y1={chartModel.height - chartModel.padding}
+                  x2={tick.x}
+                  y2={chartModel.height - chartModel.padding + 4}
+                  stroke="#666666"
+                  strokeWidth="1"
+                />
+                <text
+                  x={tick.x}
+                  y={chartModel.height - chartModel.padding + 16}
+                  fontSize="10"
+                  fill="#666666"
+                  textAnchor="middle"
+                >
+                  {tick.label}
+                </text>
+              </g>
+            ))}
+
             {chartModel.candles.length > 1 ? chartModel.candles.map((candle) => {
               const rising = candle.close >= candle.open;
               const stroke = rising ? '#00C853' : '#FF1744';
               const fill = rising ? 'rgba(0, 200, 83, 0.16)' : 'rgba(255, 23, 68, 0.16)';
               return (
                 <g key={candle.id}>
+                  <title>{`${candle.startLabel || candle.time || candle.date || ''} → ${candle.endLabel || candle.time || candle.date || ''}`}</title>
                   <line
                     x1={candle.centerX}
                     y1={candle.highY}
@@ -123,7 +177,7 @@ export default function ExplainPriceSection({
                     stroke={marker.isSelected ? '#111111' : '#ffffff'}
                     strokeWidth={marker.isSelected ? '2.5' : '2'}
                   />
-                  <title>{`${marker.title} · ${marker.dateKey || ''}${marker.count ? ` · ${marker.count} 条新闻` : ''}`}</title>
+                  <title>{`${marker.title} · ${marker.timestamp || marker.dateKey || ''}${marker.count ? ` · ${marker.count} 条新闻` : ''}`}</title>
                 </g>
               );
             })}

frontend/src/hooks/useAgentDataRequests.js

@@ -0,0 +1,388 @@
+import { useCallback } from 'react';
+import {
+  createAgentLocalSkill,
+  deleteAgentLocalSkill,
+  disableAgentSkill,
+  enableAgentSkill,
+  fetchAgentProfile,
+  fetchAgentSkillDetail,
+  fetchAgentSkills,
+  fetchAgentWorkspaceFile,
+  fetchCurrentRuntime,
+  updateAgentLocalSkill,
+  updateAgentWorkspaceFile,
+  uploadAgentSkillZip
+} from '../services/runtimeApi';
+import { useAgentStore } from '../store/agentStore';
+
+/**
+ * Custom hook for agent operation callbacks.
+ * Takes clientRef, uses agentStore.
+ */
+export function useAgentDataRequests(clientRef) {
+  const {
+    selectedSkillAgentId,
+    setSelectedSkillAgentId,
+    setAgentProfilesByAgent,
+    setIsAgentSkillsLoading,
+    setAgentSkillsFeedback,
+    setAgentSkillsSavingKey,
+    setSkillDetailLoadingKey,
+    setAgentSkillsByAgent,
+    setSkillDetailsByName,
+    localSkillDraftsByKey,
+    selectedWorkspaceFile,
+    setWorkspaceFilesByAgent,
+    setWorkspaceDraftContent,
+    workspaceDraftContent,
+    setWorkspaceFileFeedback,
+    setWorkspaceFileSavingKey,
+    setIsWorkspaceFileLoading
+  } = useAgentStore();
+
+  const resolveWorkspaceId = useCallback(async () => {
+    const runtime = await fetchCurrentRuntime();
+    const workspaceId = runtime?.run_id;
+    if (!workspaceId) {
+      throw new Error('未检测到正在运行的任务');
+    }
+    return workspaceId;
+  }, []);
+
+  const requestAgentSkills = useCallback((agentId) => {
+    const normalized = typeof agentId === 'string' ? agentId.trim() : '';
+    if (!normalized) return false;
+    setIsAgentSkillsLoading(true);
+    setAgentSkillsFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => fetchAgentSkills(workspaceId, normalized))
+      .then((payload) => {
+        setAgentSkillsByAgent((prev) => ({ ...prev, [normalized]: Array.isArray(payload?.skills) ? payload.skills : [] }));
+        setIsAgentSkillsLoading(false);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setIsAgentSkillsLoading(false);
+          return;
+        }
+        console.debug('REST agent skills request failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'get_agent_skills', agent_id: normalized });
+        if (!success) {
+          setIsAgentSkillsLoading(false);
+        }
+      });
+    return true;
+  }, [clientRef, resolveWorkspaceId, setAgentSkillsByAgent, setIsAgentSkillsLoading, setAgentSkillsFeedback]);
+
+  const requestAgentProfile = useCallback((agentId) => {
+    const normalized = typeof agentId === 'string' ? agentId.trim() : '';
+    if (!normalized) return false;
+    void resolveWorkspaceId()
+      .then((workspaceId) => fetchAgentProfile(workspaceId, normalized))
+      .then((payload) => {
+        setAgentProfilesByAgent((prev) => ({
+          ...prev,
+          [normalized]: payload?.profile && typeof payload.profile === 'object' ? payload.profile : {}
+        }));
+      })
+      .catch(() => {
+        if (clientRef.current) {
+          console.debug('REST agent profile request failed, falling back to websocket compatibility path');
+          clientRef.current.send({ type: 'get_agent_profile', agent_id: normalized });
+        }
+      });
+    return true;
+  }, [clientRef, resolveWorkspaceId, setAgentProfilesByAgent]);
+
+  const requestSkillDetail = useCallback((skillName) => {
+    const normalized = typeof skillName === 'string' ? skillName.trim() : '';
+    if (!normalized) return false;
+    const detailKey = `${selectedSkillAgentId}:${normalized}`;
+    setSkillDetailLoadingKey(detailKey);
+    void resolveWorkspaceId()
+      .then((workspaceId) => fetchAgentSkillDetail(workspaceId, selectedSkillAgentId, normalized))
+      .then((payload) => {
+        setSkillDetailsByName((prev) => ({ ...prev, [detailKey]: payload?.skill || null }));
+        useAgentStore.getState().setLocalSkillDraftsByKey((prev) => ({
+          ...prev,
+          [detailKey]: typeof payload?.skill?.content === 'string' ? payload.skill.content : ''
+        }));
+        setSkillDetailLoadingKey(null);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setSkillDetailLoadingKey(null);
+          return;
+        }
+        console.debug('REST skill detail request failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'get_skill_detail', agent_id: selectedSkillAgentId, skill_name: normalized });
+        if (!success) {
+          setSkillDetailLoadingKey(null);
+        }
+      });
+    return true;
+  }, [clientRef, resolveWorkspaceId, selectedSkillAgentId, setSkillDetailLoadingKey, setSkillDetailsByName]);
+
+  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;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${normalized}:create`);
+    setAgentSkillsFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => createAgentLocalSkill(workspaceId, selectedSkillAgentId, normalized))
+      .then(() => {
+        setAgentSkillsSavingKey(null);
+        setAgentSkillsFeedback({ type: 'success', text: `已创建本地技能 ${normalized}` });
+        requestAgentSkills(selectedSkillAgentId);
+        requestSkillDetail(normalized);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+          return;
+        }
+        console.debug('REST local skill create failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'create_agent_local_skill', agent_id: selectedSkillAgentId, skill_name: normalized });
+        if (!success) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+        }
+      });
+  }, [clientRef, requestAgentSkills, requestSkillDetail, resolveWorkspaceId, selectedSkillAgentId, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleLocalSkillDraftChange = useCallback((skillName, content) => {
+    const detailKey = `${selectedSkillAgentId}:${skillName}`;
+    useAgentStore.getState().setLocalSkillDraftsByKey((prev) => ({ ...prev, [detailKey]: content }));
+  }, [selectedSkillAgentId]);
+
+  const handleLocalSkillSave = useCallback((skillName) => {
+    const detailKey = `${selectedSkillAgentId}:${skillName}`;
+    const content = localSkillDraftsByKey[detailKey];
+    if (typeof content !== 'string') return;
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${skillName}:content`);
+    setAgentSkillsFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => updateAgentLocalSkill(workspaceId, selectedSkillAgentId, skillName, content))
+      .then(() => {
+        setAgentSkillsSavingKey(null);
+        setAgentSkillsFeedback({ type: 'success', text: `${selectedSkillAgentId} 的本地技能 ${skillName} 已保存` });
+        requestSkillDetail(skillName);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+          return;
+        }
+        console.debug('REST local skill save failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'update_agent_local_skill', agent_id: selectedSkillAgentId, skill_name: skillName, content });
+        if (!success) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+        }
+      });
+  }, [clientRef, localSkillDraftsByKey, requestSkillDetail, resolveWorkspaceId, selectedSkillAgentId, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleLocalSkillDelete = useCallback((skillName) => {
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${skillName}:delete`);
+    setAgentSkillsFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => deleteAgentLocalSkill(workspaceId, selectedSkillAgentId, skillName))
+      .then(() => {
+        setAgentSkillsSavingKey(null);
+        setAgentSkillsFeedback({ type: 'success', text: `${selectedSkillAgentId} 的本地技能 ${skillName} 已删除` });
+        requestAgentSkills(selectedSkillAgentId);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+          return;
+        }
+        console.debug('REST local skill delete failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'delete_agent_local_skill', agent_id: selectedSkillAgentId, skill_name: skillName });
+        if (!success) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+        }
+      });
+  }, [clientRef, requestAgentSkills, resolveWorkspaceId, selectedSkillAgentId, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleRemoveSharedSkill = useCallback((skillName) => {
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:${skillName}:remove`);
+    setAgentSkillsFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => disableAgentSkill(workspaceId, selectedSkillAgentId, skillName))
+      .then(() => {
+        setAgentSkillsSavingKey(null);
+        setAgentSkillsFeedback({ type: 'success', text: `${selectedSkillAgentId} 已移除共享技能 ${skillName}` });
+        requestAgentSkills(selectedSkillAgentId);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+          return;
+        }
+        console.debug('REST shared skill remove failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'remove_agent_skill', agent_id: selectedSkillAgentId, skill_name: skillName });
+        if (!success) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+        }
+      });
+  }, [clientRef, requestAgentSkills, resolveWorkspaceId, selectedSkillAgentId, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleAgentSkillToggle = useCallback((skillName, enabled) => {
+    const agentId = selectedSkillAgentId;
+    setAgentSkillsSavingKey(`${agentId}:${skillName}`);
+    setAgentSkillsFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => enabled
+        ? enableAgentSkill(workspaceId, agentId, skillName)
+        : disableAgentSkill(workspaceId, agentId, skillName))
+      .then(() => {
+        setAgentSkillsSavingKey(null);
+        setAgentSkillsFeedback({ type: 'success', text: `${agentId} ${enabled ? '已启用' : '已禁用'} ${skillName}` });
+        requestAgentSkills(agentId);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setAgentSkillsSavingKey(null);
+          setAgentSkillsFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+          return;
+        }
+        console.debug('REST skill toggle failed, falling back to websocket compatibility path');
+        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' });
+        }
+      });
+  }, [clientRef, requestAgentSkills, resolveWorkspaceId, selectedSkillAgentId, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleSkillAgentChange = useCallback((agentId) => {
+    setSelectedSkillAgentId(agentId);
+    requestAgentProfile(agentId);
+    requestAgentSkills(agentId);
+    requestWorkspaceFile(agentId, selectedWorkspaceFile);
+  }, [requestAgentProfile, requestAgentSkills, setSelectedSkillAgentId, selectedWorkspaceFile]);
+
+  const requestWorkspaceFile = useCallback((agentId, filename) => {
+    const normalizedAgentId = typeof agentId === 'string' ? agentId.trim() : '';
+    const normalizedFilename = typeof filename === 'string' ? filename.trim() : '';
+    if (!normalizedAgentId || !normalizedFilename) return false;
+    setIsWorkspaceFileLoading(true);
+    setWorkspaceFileFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => fetchAgentWorkspaceFile(workspaceId, normalizedAgentId, normalizedFilename))
+      .then((payload) => {
+        setWorkspaceFilesByAgent((prev) => ({
+          ...prev,
+          [normalizedAgentId]: {
+            ...(prev[normalizedAgentId] || {}),
+            [normalizedFilename]: typeof payload?.content === 'string' ? payload.content : ''
+          }
+        }));
+        setWorkspaceDraftContent(typeof payload?.content === 'string' ? payload.content : '');
+        setIsWorkspaceFileLoading(false);
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setIsWorkspaceFileLoading(false);
+          return;
+        }
+        console.debug('REST workspace file read failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({ type: 'get_agent_workspace_file', agent_id: normalizedAgentId, filename: normalizedFilename });
+        if (!success) {
+          setIsWorkspaceFileLoading(false);
+        }
+      });
+    return true;
+  }, [clientRef, resolveWorkspaceId, setIsWorkspaceFileLoading, setWorkspaceDraftContent, setWorkspaceFileFeedback, setWorkspaceFilesByAgent]);
+
+  const handleWorkspaceFileChange = useCallback((filename) => {
+    useAgentStore.getState().setSelectedWorkspaceFile(filename);
+    requestWorkspaceFile(selectedSkillAgentId, filename);
+  }, [requestWorkspaceFile, selectedSkillAgentId]);
+
+  const handleWorkspaceFileSave = useCallback(() => {
+    const key = `${selectedSkillAgentId}:${selectedWorkspaceFile}`;
+    setWorkspaceFileSavingKey(key);
+    setWorkspaceFileFeedback(null);
+    void resolveWorkspaceId()
+      .then((workspaceId) => updateAgentWorkspaceFile(workspaceId, selectedSkillAgentId, selectedWorkspaceFile, workspaceDraftContent))
+      .then((payload) => {
+        setWorkspaceFileSavingKey(null);
+        setWorkspaceFileFeedback({ type: 'success', text: `${selectedSkillAgentId} 的 ${selectedWorkspaceFile} 已保存` });
+        setWorkspaceFilesByAgent((prev) => ({
+          ...prev,
+          [selectedSkillAgentId]: {
+            ...(prev[selectedSkillAgentId] || {}),
+            [selectedWorkspaceFile]: typeof payload?.content === 'string' ? payload.content : workspaceDraftContent
+          }
+        }));
+      })
+      .catch(() => {
+        if (!clientRef.current) {
+          setWorkspaceFileSavingKey(null);
+          setWorkspaceFileFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+          return;
+        }
+        console.debug('REST workspace file save failed, falling back to websocket compatibility path');
+        const success = clientRef.current.send({
+          type: 'update_agent_workspace_file',
+          agent_id: selectedSkillAgentId,
+          filename: selectedWorkspaceFile,
+          content: workspaceDraftContent
+        });
+        if (!success) {
+          setWorkspaceFileSavingKey(null);
+          setWorkspaceFileFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+        }
+      });
+  }, [clientRef, resolveWorkspaceId, selectedSkillAgentId, selectedWorkspaceFile, setWorkspaceFileFeedback, setWorkspaceFileSavingKey, setWorkspaceFilesByAgent, workspaceDraftContent]);
+
+  const handleUploadExternalSkill = useCallback(async (file) => {
+    if (!(file instanceof File)) {
+      setAgentSkillsFeedback({ type: 'error', text: '请选择 zip 文件后再上传' });
+      return;
+    }
+    if (!selectedSkillAgentId) {
+      setAgentSkillsFeedback({ type: 'error', text: '未选择目标 Agent' });
+      return;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:__upload__`);
+    setAgentSkillsFeedback(null);
+    try {
+      const result = await uploadAgentSkillZip({ agentId: selectedSkillAgentId, file, activate: true });
+      setAgentSkillsFeedback({ type: 'success', text: `已上传并安装技能 ${result.skill_name || ''}`.trim() });
+      requestAgentSkills(selectedSkillAgentId);
+    } catch (error) {
+      setAgentSkillsFeedback({ type: 'error', text: `上传失败: ${error.message || '未知错误'}` });
+    } finally {
+      setAgentSkillsSavingKey(null);
+    }
+  }, [requestAgentSkills, selectedSkillAgentId, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  return {
+    requestAgentSkills,
+    requestAgentProfile,
+    requestSkillDetail,
+    handleCreateLocalSkill,
+    handleLocalSkillDraftChange,
+    handleLocalSkillSave,
+    handleLocalSkillDelete,
+    handleRemoveSharedSkill,
+    handleAgentSkillToggle,
+    handleSkillAgentChange,
+    requestWorkspaceFile,
+    handleWorkspaceFileChange,
+    handleWorkspaceFileSave,
+    handleUploadExternalSkill
+  };
+}

frontend/src/hooks/useAgentWorkspacePanel.js

@@ -0,0 +1,385 @@
+import { useCallback, useEffect } from "react";
+
+import { AGENTS } from "../config/constants";
+import { uploadAgentSkillZip } from "../services/runtimeApi";
+
+export function useAgentWorkspacePanel({
+  clientRef,
+  currentView,
+  isConnected,
+  connectionStatus,
+  selectedSkillAgentId,
+  selectedWorkspaceFile,
+  selectedWorkspaceContent,
+  localSkillDraftsByKey,
+  agentProfilesByAgent,
+  agentSkillsByAgent,
+  workspaceFilesByAgent,
+  workspaceDraftContent,
+  setSelectedSkillAgentId,
+  setSelectedWorkspaceFile,
+  setWorkspaceDraftContent,
+  setIsAgentSkillsLoading,
+  setAgentSkillsFeedback,
+  setSkillDetailLoadingKey,
+  setAgentSkillsSavingKey,
+  setLocalSkillDraftsByKey,
+  setIsWorkspaceFileLoading,
+  setWorkspaceFileFeedback,
+  setWorkspaceFileSavingKey
+}) {
+  const sendWithRetry = useCallback((payload, retries = 3, delayMs = 250) => {
+    const attemptSend = (remaining) => {
+      const client = clientRef.current;
+      if (!client) {
+        return false;
+      }
+      const sent = client.send(payload);
+      if (sent || remaining <= 0) {
+        return sent;
+      }
+      window.setTimeout(() => {
+        attemptSend(remaining - 1);
+      }, delayMs);
+      return false;
+    };
+
+    return attemptSend(retries);
+  }, [clientRef]);
+
+  const requestAgentSkills = useCallback((agentId) => {
+    const normalized = typeof agentId === "string" ? agentId.trim() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    setIsAgentSkillsLoading(true);
+    setAgentSkillsFeedback(null);
+    return sendWithRetry({
+      type: "get_agent_skills",
+      agent_id: normalized
+    });
+  }, [clientRef, sendWithRetry, setAgentSkillsFeedback, setIsAgentSkillsLoading]);
+
+  const requestAgentProfile = useCallback((agentId) => {
+    const normalized = typeof agentId === "string" ? agentId.trim() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return sendWithRetry({
+      type: "get_agent_profile",
+      agent_id: normalized
+    });
+  }, [clientRef, sendWithRetry]);
+
+  const requestSkillDetail = useCallback((skillName) => {
+    const normalized = typeof skillName === "string" ? skillName.trim() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    const detailKey = `${selectedSkillAgentId}:${normalized}`;
+    setSkillDetailLoadingKey(detailKey);
+    return sendWithRetry({
+      type: "get_skill_detail",
+      agent_id: selectedSkillAgentId,
+      skill_name: normalized
+    });
+  }, [clientRef, selectedSkillAgentId, sendWithRetry, setSkillDetailLoadingKey]);
+
+  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 = sendWithRetry({
+      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" });
+    }
+  }, [clientRef, selectedSkillAgentId, sendWithRetry, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleLocalSkillDraftChange = useCallback((skillName, content) => {
+    const detailKey = `${selectedSkillAgentId}:${skillName}`;
+    setLocalSkillDraftsByKey((prev) => ({
+      ...prev,
+      [detailKey]: content
+    }));
+  }, [selectedSkillAgentId, setLocalSkillDraftsByKey]);
+
+  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 = sendWithRetry({
+      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" });
+    }
+  }, [
+    clientRef,
+    localSkillDraftsByKey,
+    selectedSkillAgentId,
+    setAgentSkillsFeedback,
+    setAgentSkillsSavingKey
+  ]);
+
+  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 = sendWithRetry({
+      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" });
+    }
+  }, [clientRef, selectedSkillAgentId, sendWithRetry, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  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 = sendWithRetry({
+      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" });
+    }
+  }, [clientRef, selectedSkillAgentId, sendWithRetry, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  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 sendWithRetry({
+      type: "get_agent_workspace_file",
+      agent_id: normalizedAgentId,
+      filename: normalizedFilename
+    });
+  }, [clientRef, sendWithRetry, setIsWorkspaceFileLoading, setWorkspaceFileFeedback]);
+
+  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 = sendWithRetry({
+      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" });
+    }
+  }, [clientRef, selectedSkillAgentId, sendWithRetry, setAgentSkillsFeedback, setAgentSkillsSavingKey]);
+
+  const handleSkillAgentChange = useCallback((agentId) => {
+    setSelectedSkillAgentId(agentId);
+    requestAgentProfile(agentId);
+    requestAgentSkills(agentId);
+    requestWorkspaceFile(agentId, selectedWorkspaceFile);
+  }, [
+    requestAgentProfile,
+    requestAgentSkills,
+    requestWorkspaceFile,
+    selectedWorkspaceFile,
+    setSelectedSkillAgentId
+  ]);
+
+  const handleWorkspaceFileChange = useCallback((filename) => {
+    setSelectedWorkspaceFile(filename);
+    requestWorkspaceFile(selectedSkillAgentId, filename);
+  }, [requestWorkspaceFile, selectedSkillAgentId, setSelectedWorkspaceFile]);
+
+  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 = sendWithRetry({
+      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" });
+    }
+  }, [
+    clientRef,
+    selectedSkillAgentId,
+    selectedWorkspaceFile,
+    sendWithRetry,
+    setWorkspaceFileFeedback,
+    setWorkspaceFileSavingKey,
+    workspaceDraftContent
+  ]);
+
+  const handleUploadExternalSkill = useCallback(async (file) => {
+    if (!(file instanceof File)) {
+      setAgentSkillsFeedback({ type: "error", text: "请选择 zip 文件后再上传" });
+      return;
+    }
+    if (!selectedSkillAgentId) {
+      setAgentSkillsFeedback({ type: "error", text: "未选择目标 Agent" });
+      return;
+    }
+    setAgentSkillsSavingKey(`${selectedSkillAgentId}:__upload__`);
+    setAgentSkillsFeedback(null);
+    try {
+      const result = await uploadAgentSkillZip({
+        agentId: selectedSkillAgentId,
+        file,
+        activate: true
+      });
+      setAgentSkillsFeedback({
+        type: "success",
+        text: `已上传并安装技能 ${result.skill_name || ""}`.trim()
+      });
+      requestAgentSkills(selectedSkillAgentId);
+    } catch (error) {
+      setAgentSkillsFeedback({
+        type: "error",
+        text: `上传失败: ${error.message || "未知错误"}`
+      });
+    } finally {
+      setAgentSkillsSavingKey(null);
+    }
+  }, [
+    requestAgentSkills,
+    selectedSkillAgentId,
+    setAgentSkillsFeedback,
+    setAgentSkillsSavingKey
+  ]);
+
+  useEffect(() => {
+    setWorkspaceDraftContent(selectedWorkspaceContent);
+  }, [selectedWorkspaceContent, setWorkspaceDraftContent]);
+
+  useEffect(() => {
+    if (currentView !== "traders") {
+      return;
+    }
+    const timer = window.setTimeout(() => {
+      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");
+        }
+      });
+    }, 300);
+    return () => window.clearTimeout(timer);
+  }, [
+    agentProfilesByAgent,
+    agentSkillsByAgent,
+    connectionStatus,
+    currentView,
+    isConnected,
+    requestAgentProfile,
+    requestAgentSkills,
+    requestWorkspaceFile,
+    workspaceFilesByAgent
+  ]);
+
+  useEffect(() => {
+    if (currentView !== "traders" || !selectedSkillAgentId) {
+      return;
+    }
+    const timer = window.setTimeout(() => {
+      if (!agentProfilesByAgent[selectedSkillAgentId]) {
+        requestAgentProfile(selectedSkillAgentId);
+      }
+      if (!agentSkillsByAgent[selectedSkillAgentId]) {
+        requestAgentSkills(selectedSkillAgentId);
+      }
+      if (selectedWorkspaceFile && !workspaceFilesByAgent[selectedSkillAgentId]?.[selectedWorkspaceFile]) {
+        requestWorkspaceFile(selectedSkillAgentId, selectedWorkspaceFile);
+      }
+    }, 300);
+    return () => window.clearTimeout(timer);
+  }, [
+    agentProfilesByAgent,
+    agentSkillsByAgent,
+    connectionStatus,
+    currentView,
+    isConnected,
+    requestAgentProfile,
+    requestAgentSkills,
+    requestWorkspaceFile,
+    selectedSkillAgentId,
+    selectedWorkspaceFile,
+    workspaceFilesByAgent
+  ]);
+
+  return {
+    requestAgentSkills,
+    requestAgentProfile,
+    requestSkillDetail,
+    requestWorkspaceFile,
+    handleCreateLocalSkill,
+    handleLocalSkillDraftChange,
+    handleLocalSkillSave,
+    handleLocalSkillDelete,
+    handleRemoveSharedSkill,
+    handleAgentSkillToggle,
+    handleSkillAgentChange,
+    handleWorkspaceFileChange,
+    handleWorkspaceFileSave,
+    handleUploadExternalSkill
+  };
+}

frontend/src/hooks/useRuntimeControls.js

@@ -0,0 +1,581 @@
+import { useCallback, useEffect, useMemo, useRef } from "react";
+import { INITIAL_TICKERS } from "../config/constants";
+import { fetchRuntimeHistory, startRuntime } from "../services/runtimeApi";
+import {
+  buildRuntimeSummaryLabel,
+  normalizeTickerSymbols,
+  normalizeRuntimeWatchlistSymbols,
+  parseWatchlistInput
+} from "../services/runtimeControls";
+import { useAgentStore } from "../store/agentStore";
+import { useRuntimeStore } from "../store/runtimeStore";
+
+const DEFAULT_SCHEDULE_MODE = "daily";
+const DEFAULT_INTERVAL_MINUTES = "60";
+const DEFAULT_TRIGGER_TIME = "now";
+const DEFAULT_MAX_COMM_CYCLES = "2";
+const DEFAULT_INITIAL_CASH = "100000";
+const DEFAULT_MARGIN_REQUIREMENT = "0";
+const DEFAULT_MODE = "live";
+const DEFAULT_POLL_INTERVAL = "10";
+
+export function useRuntimeControls({ clientRef, currentTickers, addSystemMessage, onRuntimeStarted }) {
+  const {
+    runtimeConfig,
+    setRuntimeConfig,
+    isWatchlistPanelOpen,
+    setIsWatchlistPanelOpen,
+    isRuntimeSettingsOpen,
+    setIsRuntimeSettingsOpen,
+    watchlistDraftSymbols,
+    setWatchlistDraftSymbols,
+    watchlistInputValue,
+    setWatchlistInputValue,
+    watchlistFeedback,
+    setWatchlistFeedback,
+    isWatchlistSaving,
+    setIsWatchlistSaving,
+    launchModeDraft,
+    setLaunchModeDraft,
+    restoreRunIdDraft,
+    setRestoreRunIdDraft,
+    runtimeHistoryRuns,
+    setRuntimeHistoryRuns,
+    scheduleModeDraft,
+    setScheduleModeDraft,
+    intervalMinutesDraft,
+    setIntervalMinutesDraft,
+    triggerTimeDraft,
+    setTriggerTimeDraft,
+    maxCommCyclesDraft,
+    setMaxCommCyclesDraft,
+    initialCashDraft,
+    setInitialCashDraft,
+    marginRequirementDraft,
+    setMarginRequirementDraft,
+    enableMemoryDraft,
+    setEnableMemoryDraft,
+    modeDraft,
+    setModeDraft,
+    pollIntervalDraft,
+    setPollIntervalDraft,
+    startDateDraft,
+    setStartDateDraft,
+    endDateDraft,
+    setEndDateDraft,
+    runtimeConfigFeedback,
+    setRuntimeConfigFeedback,
+    isRuntimeConfigSaving,
+    setIsRuntimeConfigSaving
+  } = useRuntimeStore();
+
+  const {
+    setAgentSkillsFeedback,
+    setWorkspaceFileFeedback
+  } = useAgentStore();
+
+  const isWatchlistSavingRef = useRef(false);
+  const isRuntimeConfigSavingRef = useRef(false);
+
+  useEffect(() => {
+    isWatchlistSavingRef.current = isWatchlistSaving;
+  }, [isWatchlistSaving]);
+
+  useEffect(() => {
+    isRuntimeConfigSavingRef.current = isRuntimeConfigSaving;
+  }, [isRuntimeConfigSaving]);
+
+  const displayTickers = useMemo(
+    () => normalizeTickerSymbols(runtimeConfig?.tickers, currentTickers),
+    [currentTickers, runtimeConfig]
+  );
+
+  const runtimeWatchlistSymbols = useMemo(
+    () => normalizeRuntimeWatchlistSymbols(runtimeConfig, currentTickers),
+    [currentTickers, runtimeConfig]
+  );
+
+  const runtimeSummaryLabel = useMemo(
+    () => buildRuntimeSummaryLabel(runtimeConfig),
+    [runtimeConfig]
+  );
+
+  const watchlistSuggestions = useMemo(
+    () => INITIAL_TICKERS.map((ticker) => ticker.symbol).filter((symbol, index, list) => list.indexOf(symbol) === index),
+    []
+  );
+
+  const isWatchlistDraftDirty = useMemo(() => {
+    if (watchlistInputValue.trim()) {
+      return true;
+    }
+
+    if (watchlistDraftSymbols.length !== runtimeWatchlistSymbols.length) {
+      return true;
+    }
+
+    return watchlistDraftSymbols.some((symbol, index) => symbol !== runtimeWatchlistSymbols[index]);
+  }, [runtimeWatchlistSymbols, watchlistDraftSymbols, watchlistInputValue]);
+
+  useEffect(() => {
+    if ((!isWatchlistPanelOpen && !isRuntimeSettingsOpen) || !isWatchlistDraftDirty) {
+      setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+      if (!isWatchlistPanelOpen && !isRuntimeSettingsOpen) {
+        setWatchlistInputValue("");
+      }
+    }
+  }, [
+    isWatchlistDraftDirty,
+    isWatchlistPanelOpen,
+    isRuntimeSettingsOpen,
+    runtimeWatchlistSymbols,
+    setWatchlistDraftSymbols,
+    setWatchlistInputValue
+  ]);
+
+  useEffect(() => {
+    if (!runtimeConfig) {
+      return;
+    }
+
+    setScheduleModeDraft(String(runtimeConfig.schedule_mode || DEFAULT_SCHEDULE_MODE));
+    setIntervalMinutesDraft(String(runtimeConfig.interval_minutes || DEFAULT_INTERVAL_MINUTES));
+    setTriggerTimeDraft(String(runtimeConfig.trigger_time || DEFAULT_TRIGGER_TIME));
+    setMaxCommCyclesDraft(String(runtimeConfig.max_comm_cycles || DEFAULT_MAX_COMM_CYCLES));
+    setInitialCashDraft(String(runtimeConfig.initial_cash ?? DEFAULT_INITIAL_CASH));
+    setMarginRequirementDraft(String(runtimeConfig.margin_requirement ?? DEFAULT_MARGIN_REQUIREMENT));
+    setEnableMemoryDraft(Boolean(runtimeConfig.enable_memory ?? false));
+  }, [
+    runtimeConfig,
+    setEnableMemoryDraft,
+    setInitialCashDraft,
+    setIntervalMinutesDraft,
+    setMarginRequirementDraft,
+    setMaxCommCyclesDraft,
+    setScheduleModeDraft,
+    setTriggerTimeDraft
+  ]);
+
+  useEffect(() => {
+    if (!isRuntimeSettingsOpen) {
+      return;
+    }
+
+    let cancelled = false;
+    void fetchRuntimeHistory(20)
+      .then((payload) => {
+        if (cancelled) return;
+        const runs = Array.isArray(payload?.runs) ? payload.runs : [];
+        setRuntimeHistoryRuns(runs);
+        if (!restoreRunIdDraft && runs.length > 0) {
+          setRestoreRunIdDraft(runs[0].run_id);
+        }
+      })
+      .catch(() => {
+        if (!cancelled) {
+          setRuntimeHistoryRuns([]);
+        }
+      });
+
+    return () => {
+      cancelled = true;
+    };
+  }, [isRuntimeSettingsOpen, restoreRunIdDraft, setRestoreRunIdDraft, setRuntimeHistoryRuns]);
+
+  const commitWatchlistInput = useCallback((value) => {
+    const parsed = parseWatchlistInput(value);
+    if (parsed.length === 0) {
+      return [];
+    }
+
+    setWatchlistDraftSymbols((prev) => Array.from(new Set([...prev, ...parsed])));
+    setWatchlistInputValue("");
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+    return parsed;
+  }, [setWatchlistDraftSymbols, setWatchlistInputValue, setWatchlistFeedback, watchlistFeedback]);
+
+  const handleWatchlistRemove = useCallback((symbolToRemove) => {
+    setWatchlistDraftSymbols((prev) => prev.filter((symbol) => symbol !== symbolToRemove));
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+  }, [setWatchlistDraftSymbols, setWatchlistFeedback, watchlistFeedback]);
+
+  const handleWatchlistPanelToggle = useCallback(() => {
+    setIsRuntimeSettingsOpen(false);
+    setIsWatchlistPanelOpen((open) => {
+      const nextOpen = !open;
+      if (nextOpen) {
+        setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+        setWatchlistInputValue("");
+        setWatchlistFeedback(null);
+      }
+      return nextOpen;
+    });
+  }, [
+    runtimeWatchlistSymbols,
+    setIsRuntimeSettingsOpen,
+    setIsWatchlistPanelOpen,
+    setWatchlistDraftSymbols,
+    setWatchlistFeedback,
+    setWatchlistInputValue
+  ]);
+
+  const handleWatchlistInputChange = useCallback((value) => {
+    setWatchlistInputValue(value);
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+  }, [setWatchlistInputValue, setWatchlistFeedback, watchlistFeedback]);
+
+  const handleWatchlistInputKeyDown = useCallback((event) => {
+    if (event.key === "Enter" || event.key === ",") {
+      event.preventDefault();
+      commitWatchlistInput(watchlistInputValue);
+    }
+  }, [commitWatchlistInput, watchlistInputValue]);
+
+  const handleWatchlistSuggestionClick = useCallback((symbol) => {
+    if (watchlistDraftSymbols.includes(symbol)) {
+      return;
+    }
+    setWatchlistDraftSymbols((prev) => [...prev, symbol]);
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+  }, [setWatchlistDraftSymbols, watchlistDraftSymbols, setWatchlistFeedback, watchlistFeedback]);
+
+  const handleWatchlistRestoreCurrent = useCallback(() => {
+    setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+    setWatchlistInputValue("");
+    setWatchlistFeedback(null);
+  }, [runtimeWatchlistSymbols, setWatchlistDraftSymbols, setWatchlistInputValue, setWatchlistFeedback]);
+
+  const handleWatchlistRestoreDefault = useCallback(() => {
+    setWatchlistDraftSymbols(watchlistSuggestions);
+    setWatchlistInputValue("");
+    setWatchlistFeedback(null);
+  }, [setWatchlistDraftSymbols, setWatchlistInputValue, setWatchlistFeedback, watchlistSuggestions]);
+
+  const handleWatchlistSave = useCallback(() => {
+    const pendingTickers = parseWatchlistInput(watchlistInputValue);
+    const nextTickers = Array.from(new Set([...watchlistDraftSymbols, ...pendingTickers]));
+    if (nextTickers.length === 0) {
+      setWatchlistFeedback({ type: "error", text: "至少输入 1 个有效股票代码" });
+      return;
+    }
+
+    if (!clientRef.current) {
+      setWatchlistFeedback({ type: "error", text: "连接未就绪，稍后重试" });
+      return;
+    }
+
+    setIsWatchlistSaving(true);
+    setWatchlistFeedback(null);
+    setWatchlistDraftSymbols(nextTickers);
+    setWatchlistInputValue("");
+    const success = clientRef.current.send({
+      type: "update_watchlist",
+      tickers: nextTickers
+    });
+
+    if (!success) {
+      setIsWatchlistSaving(false);
+      setWatchlistFeedback({ type: "error", text: "发送失败，请检查连接状态" });
+    }
+  }, [
+    clientRef,
+    setIsWatchlistSaving,
+    setWatchlistDraftSymbols,
+    setWatchlistFeedback,
+    setWatchlistInputValue,
+    watchlistDraftSymbols,
+    watchlistInputValue
+  ]);
+
+  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,
+      initial_cash: Number(initialCashDraft),
+      margin_requirement: Number(marginRequirementDraft),
+      enable_memory: Boolean(enableMemoryDraft)
+    });
+
+    if (!success) {
+      setIsRuntimeConfigSaving(false);
+      setRuntimeConfigFeedback({ type: "error", text: "发送失败，请检查连接状态" });
+    }
+  }, [
+    clientRef,
+    enableMemoryDraft,
+    initialCashDraft,
+    intervalMinutesDraft,
+    marginRequirementDraft,
+    maxCommCyclesDraft,
+    scheduleModeDraft,
+    setIsRuntimeConfigSaving,
+    setRuntimeConfigFeedback,
+    triggerTimeDraft
+  ]);
+
+  const handleLaunchConfigSave = useCallback(async () => {
+    const pendingTickers = parseWatchlistInput(watchlistInputValue);
+    const nextTickers = Array.from(new Set([...watchlistDraftSymbols, ...pendingTickers]));
+    if (nextTickers.length === 0) {
+      setRuntimeConfigFeedback({ type: "error", text: "至少输入 1 个有效股票代码" });
+      return;
+    }
+
+    const interval = Number(intervalMinutesDraft);
+    const maxCommCycles = Number(maxCommCyclesDraft);
+    const initialCash = Number(initialCashDraft);
+    const marginRequirement = Number(marginRequirementDraft);
+    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;
+    }
+    if (!Number.isFinite(initialCash) || initialCash <= 0) {
+      setRuntimeConfigFeedback({ type: "error", text: "初始资金必须是正数" });
+      return;
+    }
+    if (!Number.isFinite(marginRequirement) || marginRequirement < 0) {
+      setRuntimeConfigFeedback({ type: "error", text: "保证金要求不能为负数" });
+      return;
+    }
+    if (launchModeDraft === "restore" && !restoreRunIdDraft) {
+      setRuntimeConfigFeedback({ type: "error", text: "请选择一个历史任务用于恢复启动" });
+      return;
+    }
+
+    setIsRuntimeConfigSaving(true);
+    setIsWatchlistSaving(true);
+    setRuntimeConfigFeedback(null);
+    setWatchlistFeedback(null);
+    setWatchlistDraftSymbols(nextTickers);
+    setWatchlistInputValue("");
+
+    try {
+      const result = await startRuntime({
+        launch_mode: launchModeDraft,
+        restore_run_id: launchModeDraft === "restore" ? restoreRunIdDraft : null,
+        tickers: nextTickers,
+        schedule_mode: scheduleModeDraft,
+        interval_minutes: interval,
+        trigger_time: triggerTimeDraft,
+        max_comm_cycles: maxCommCycles,
+        initial_cash: initialCash,
+        margin_requirement: marginRequirement,
+        enable_memory: Boolean(enableMemoryDraft),
+        mode: modeDraft || DEFAULT_MODE,
+        poll_interval: Number(pollIntervalDraft) || Number(DEFAULT_POLL_INTERVAL),
+        start_date: startDateDraft || null,
+        end_date: endDateDraft || null,
+      });
+
+      setIsRuntimeConfigSaving(false);
+      setIsWatchlistSaving(false);
+      setIsRuntimeSettingsOpen(false);
+      setRuntimeConfigFeedback({
+        type: "success",
+        text: `任务已启动: ${result.run_id}`
+      });
+      addSystemMessage(`新任务已启动: ${result.run_id}`);
+      onRuntimeStarted?.(result);
+    } catch (error) {
+      setIsRuntimeConfigSaving(false);
+      setIsWatchlistSaving(false);
+      setRuntimeConfigFeedback({
+        type: "error",
+        text: `启动失败: ${error.message}`
+      });
+    }
+  }, [
+    addSystemMessage,
+    clientRef,
+    enableMemoryDraft,
+    endDateDraft,
+    initialCashDraft,
+    intervalMinutesDraft,
+    launchModeDraft,
+    marginRequirementDraft,
+    maxCommCyclesDraft,
+    modeDraft,
+    pollIntervalDraft,
+    restoreRunIdDraft,
+    scheduleModeDraft,
+    setIsRuntimeConfigSaving,
+    setIsRuntimeSettingsOpen,
+    setIsWatchlistSaving,
+    setRuntimeConfigFeedback,
+    setWatchlistDraftSymbols,
+    setWatchlistFeedback,
+    setWatchlistInputValue,
+    startDateDraft,
+    onRuntimeStarted,
+    triggerTimeDraft,
+    watchlistDraftSymbols,
+    watchlistInputValue
+  ]);
+
+  const handleRuntimeDefaultsRestore = useCallback(() => {
+    setScheduleModeDraft(DEFAULT_SCHEDULE_MODE);
+    setIntervalMinutesDraft(DEFAULT_INTERVAL_MINUTES);
+    setTriggerTimeDraft(DEFAULT_TRIGGER_TIME);
+    setMaxCommCyclesDraft(DEFAULT_MAX_COMM_CYCLES);
+    setInitialCashDraft(DEFAULT_INITIAL_CASH);
+    setMarginRequirementDraft(DEFAULT_MARGIN_REQUIREMENT);
+    setEnableMemoryDraft(false);
+    setLaunchModeDraft("fresh");
+    setRestoreRunIdDraft("");
+    setModeDraft(DEFAULT_MODE);
+    setPollIntervalDraft(DEFAULT_POLL_INTERVAL);
+    setStartDateDraft("");
+    setEndDateDraft("");
+    setRuntimeConfigFeedback(null);
+  }, [
+    setEnableMemoryDraft,
+    setEndDateDraft,
+    setInitialCashDraft,
+    setIntervalMinutesDraft,
+    setLaunchModeDraft,
+    setMarginRequirementDraft,
+    setMaxCommCyclesDraft,
+    setModeDraft,
+    setPollIntervalDraft,
+    setRestoreRunIdDraft,
+    setRuntimeConfigFeedback,
+    setScheduleModeDraft,
+    setStartDateDraft,
+    setTriggerTimeDraft
+  ]);
+
+  const handleRuntimeSettingsToggle = useCallback(() => {
+    setRuntimeConfigFeedback(null);
+    setAgentSkillsFeedback(null);
+    setWorkspaceFileFeedback(null);
+    setIsRuntimeSettingsOpen((prev) => {
+      const nextOpen = !prev;
+      if (nextOpen) {
+        setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+        setWatchlistInputValue("");
+        setWatchlistFeedback(null);
+      }
+      return nextOpen;
+    });
+    setIsWatchlistPanelOpen(false);
+  }, [
+    runtimeWatchlistSymbols,
+    setAgentSkillsFeedback,
+    setIsRuntimeSettingsOpen,
+    setIsWatchlistPanelOpen,
+    setRuntimeConfigFeedback,
+    setWatchlistDraftSymbols,
+    setWatchlistFeedback,
+    setWatchlistInputValue,
+    setWorkspaceFileFeedback
+  ]);
+
+  const handleRuntimeSettingsClose = useCallback(() => {
+    setIsRuntimeSettingsOpen(false);
+  }, [setIsRuntimeSettingsOpen]);
+
+  const handleWatchlistAdd = useCallback(() => commitWatchlistInput(watchlistInputValue), [commitWatchlistInput, watchlistInputValue]);
+
+  return {
+    runtimeConfig,
+    displayTickers,
+    runtimeWatchlistSymbols,
+    runtimeSummaryLabel,
+    watchlistSuggestions,
+    isWatchlistDraftDirty,
+    isWatchlistPanelOpen,
+    isRuntimeSettingsOpen,
+    watchlistDraftSymbols,
+    watchlistInputValue,
+    watchlistFeedback,
+    isWatchlistSaving,
+    launchModeDraft,
+    restoreRunIdDraft,
+    runtimeHistoryRuns,
+    scheduleModeDraft,
+    intervalMinutesDraft,
+    triggerTimeDraft,
+    maxCommCyclesDraft,
+    initialCashDraft,
+    marginRequirementDraft,
+    enableMemoryDraft,
+    modeDraft,
+    pollIntervalDraft,
+    startDateDraft,
+    endDateDraft,
+    runtimeConfigFeedback,
+    isRuntimeConfigSaving,
+    isWatchlistSavingRef,
+    isRuntimeConfigSavingRef,
+    commitWatchlistInput,
+    handleWatchlistRemove,
+    handleWatchlistPanelToggle,
+    handleWatchlistInputChange,
+    handleWatchlistInputKeyDown,
+    handleWatchlistSuggestionClick,
+    handleWatchlistRestoreCurrent,
+    handleWatchlistRestoreDefault,
+    handleWatchlistSave,
+    handleWatchlistAdd,
+    handleRuntimeConfigSave,
+    handleLaunchConfigSave,
+    handleRuntimeDefaultsRestore,
+    handleRuntimeSettingsToggle,
+    handleRuntimeSettingsClose,
+    setRuntimeConfig,
+    setWatchlistDraftSymbols,
+    setWatchlistInputValue,
+    setWatchlistFeedback,
+    setRuntimeConfigFeedback,
+    setIsWatchlistPanelOpen,
+    setIsRuntimeSettingsOpen,
+    setScheduleModeDraft,
+    setIntervalMinutesDraft,
+    setTriggerTimeDraft,
+    setMaxCommCyclesDraft,
+    setInitialCashDraft,
+    setMarginRequirementDraft,
+    setEnableMemoryDraft,
+    setLaunchModeDraft,
+    setRestoreRunIdDraft,
+    setModeDraft,
+    setPollIntervalDraft,
+    setStartDateDraft,
+    setEndDateDraft,
+    setIsWatchlistSaving,
+    setIsRuntimeConfigSaving
+  };
+}

frontend/src/hooks/useStockDataRequests.js

@@ -0,0 +1,352 @@
+import { useCallback, useRef } from 'react';
+import { useMarketStore } from '../store/marketStore';
+import { useRuntimeStore } from '../store/runtimeStore';
+import {
+  fetchNewsCategoriesDirect,
+  fetchNewsForDateDirect,
+  fetchRangeExplainDirect,
+  fetchSimilarDaysDirect,
+  fetchStockStoryDirect,
+  hasDirectNewsService
+} from '../services/newsApi';
+import {
+  fetchInsiderTradesDirect,
+  fetchStockHistoryDirect,
+  hasDirectTradingService
+} from '../services/tradingApi';
+
+/**
+ * Custom hook for stock data request callbacks.
+ * Takes clientRef, calls store setters directly.
+ */
+export function useStockDataRequests(clientRef, { setRequestStockHistory, setRequestStockNewsTimeline, setRequestStockNewsCategories }) {
+  const requestedStockHistoryRef = useRef(new Set());
+
+  const { currentDate } = useRuntimeStore();
+  const { setOhlcHistoryByTicker, setPriceHistoryByTicker, setHistorySourceByTicker,
+    setNewsByTicker, setInsiderTradesByTicker } = useMarketStore();
+
+  const requestStockHistory = useCallback((symbol, { force = false } = {}) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized) return false;
+
+    if (!force && requestedStockHistoryRef.current.has(normalized)) return false;
+
+    const endDate = currentDate
+      ? String(currentDate).slice(0, 10)
+      : new Date().toISOString().slice(0, 10);
+    const end = new Date(`${endDate}T00:00:00`);
+    const start = new Date(end);
+    start.setDate(start.getDate() - 120);
+    const startDate = start.toISOString().slice(0, 10);
+
+    if (hasDirectTradingService()) {
+      void fetchStockHistoryDirect(normalized, startDate, endDate)
+        .then((payload) => {
+          const prices = Array.isArray(payload?.prices) ? payload.prices : [];
+          setOhlcHistoryByTicker((prev) => ({ ...prev, [normalized]: prices }));
+          setPriceHistoryByTicker((prev) => ({
+            ...prev,
+            [normalized]: prices
+              .map((point) => {
+                const price = Number(point?.close);
+                const timestamp = point?.time;
+                if (!timestamp || !Number.isFinite(price)) return null;
+                return { timestamp: String(timestamp), label: String(timestamp), price };
+              })
+              .filter(Boolean)
+          }));
+          setHistorySourceByTicker((prev) => ({ ...prev, [normalized]: 'trading_service' }));
+        })
+        .catch((error) => {
+          console.error('Direct stock-history fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            const success = clientRef.current.send({
+              type: 'get_stock_history',
+              ticker: normalized,
+              lookback_days: 120
+            });
+            if (success) requestedStockHistoryRef.current.add(normalized);
+          }
+        });
+      requestedStockHistoryRef.current.add(normalized);
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    const success = clientRef.current.send({ type: 'get_stock_history', ticker: normalized, lookback_days: 120 });
+    if (success) requestedStockHistoryRef.current.add(normalized);
+    return success;
+  }, [clientRef, currentDate, setOhlcHistoryByTicker, setPriceHistoryByTicker, setHistorySourceByTicker]);
+
+  const requestStockExplainEvents = useCallback((symbol) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_explain_events', ticker: normalized });
+  }, [clientRef]);
+
+  const requestStockNews = useCallback((symbol) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_news', ticker: normalized, lookback_days: 45, limit: 12 });
+  }, [clientRef]);
+
+  const requestStockNewsForDate = useCallback((symbol, date) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !date) return false;
+
+    if (hasDirectNewsService()) {
+      void fetchNewsForDateDirect(normalized, date, 20)
+        .then((payload) => {
+          const targetDate = typeof payload?.date === 'string' ? payload.date.trim() : date;
+          const news = Array.isArray(payload?.news) ? payload.news : [];
+          const freshness = payload?.freshness || null;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              byDate: { ...((prev[normalized] && prev[normalized].byDate) || {}), [targetDate]: news },
+              byDateFreshness: { ...((prev[normalized] && prev[normalized].byDateFreshness) || {}), [targetDate]: freshness }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error('Direct news-for-date fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            clientRef.current.send({ type: 'get_stock_news_for_date', ticker: normalized, date, limit: 20 });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_news_for_date', ticker: normalized, date, limit: 20 });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockNewsTimeline = useCallback((symbol) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_news_timeline', ticker: normalized, lookback_days: 90 });
+  }, [clientRef]);
+
+  const requestStockNewsCategories = useCallback((symbol) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized) return false;
+
+    const endDate = currentDate
+      ? String(currentDate).slice(0, 10)
+      : new Date().toISOString().slice(0, 10);
+    const end = new Date(`${endDate}T00:00:00`);
+    const start = new Date(end);
+    start.setDate(start.getDate() - 90);
+    const startDate = start.toISOString().slice(0, 10);
+
+    if (hasDirectNewsService()) {
+      void fetchNewsCategoriesDirect(normalized, startDate, endDate, 200)
+        .then((payload) => {
+          const freshness = payload?.freshness || null;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              categories: payload?.categories || {},
+              categoriesStartDate: startDate,
+              categoriesEndDate: endDate,
+              categoriesFreshness: freshness
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error('Direct news-categories fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            clientRef.current.send({ type: 'get_stock_news_categories', ticker: normalized, lookback_days: 90 });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_news_categories', ticker: normalized, lookback_days: 90 });
+  }, [clientRef, currentDate, setNewsByTicker]);
+
+  const requestStockInsiderTrades = useCallback((symbol, startDate = null, endDate = null) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized) return false;
+
+    if (hasDirectTradingService()) {
+      void fetchInsiderTradesDirect(normalized, startDate, endDate, 50)
+        .then((payload) => {
+          const rows = Array.isArray(payload?.insider_trades) ? payload.insider_trades : [];
+          setInsiderTradesByTicker((prev) => ({
+            ...prev,
+            [normalized]: { ticker: normalized, startDate, endDate, trades: rows }
+          }));
+        })
+        .catch((error) => {
+          console.error('Direct insider-trades fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            clientRef.current.send({ type: 'get_stock_insider_trades', ticker: normalized, start_date: startDate, end_date: endDate, limit: 50 });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_insider_trades', ticker: normalized, start_date: startDate, end_date: endDate, limit: 50 });
+  }, [clientRef, setInsiderTradesByTicker]);
+
+  const requestStockTechnicalIndicators = useCallback((symbol) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_technical_indicators', ticker: normalized });
+  }, [clientRef]);
+
+  const requestStockRangeExplain = useCallback((symbol, startDate, endDate, articleIds = []) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !startDate || !endDate) return false;
+
+    if (hasDirectNewsService()) {
+      void fetchRangeExplainDirect(normalized, startDate, endDate, articleIds)
+        .then((payload) => {
+          const result = payload?.result && typeof payload.result === 'object' ? payload.result : null;
+          const freshness = payload?.freshness || null;
+          if (!result?.start_date || !result?.end_date) return;
+          const cacheKey = `${result.start_date}:${result.end_date}`;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              rangeExplainCache: {
+                ...((prev[normalized] && prev[normalized].rangeExplainCache) || {}),
+                [cacheKey]: { ...result, freshness }
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error('Direct range explain fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            clientRef.current.send({ type: 'get_stock_range_explain', ticker: normalized, start_date: startDate, end_date: endDate, article_ids: Array.isArray(articleIds) ? articleIds : [] });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_range_explain', ticker: normalized, start_date: startDate, end_date: endDate, article_ids: Array.isArray(articleIds) ? articleIds : [] });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockStory = useCallback((symbol, asOfDate = null) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized) return false;
+
+    if (hasDirectNewsService()) {
+      void fetchStockStoryDirect(normalized, asOfDate)
+        .then((payload) => {
+          const storyDate = typeof payload?.as_of_date === 'string' ? payload.as_of_date.trim() : '';
+          const freshness = payload?.freshness || null;
+          if (!storyDate) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              storyCache: {
+                ...((prev[normalized] && prev[normalized].storyCache) || {}),
+                [storyDate]: { story: payload.story || '', source: payload.source || 'news_service', asOfDate: storyDate, freshness }
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error('Direct story fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            clientRef.current.send({ type: 'get_stock_story', ticker: normalized, as_of_date: asOfDate });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_story', ticker: normalized, as_of_date: asOfDate });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockSimilarDays = useCallback((symbol, date, topK = 8) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !date) return false;
+
+    if (hasDirectNewsService()) {
+      void fetchSimilarDaysDirect(normalized, date, topK)
+        .then((payload) => {
+          const targetDate = typeof payload?.target_date === 'string' ? payload.target_date.trim() : date;
+          if (!targetDate) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              similarDaysCache: {
+                ...((prev[normalized] && prev[normalized].similarDaysCache) || {}),
+                [targetDate]: payload
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error('Direct similar-days fetch failed, falling back to websocket:', error);
+          if (clientRef.current) {
+            clientRef.current.send({ type: 'get_stock_similar_days', ticker: normalized, date, top_k: topK });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) return false;
+    return clientRef.current.send({ type: 'get_stock_similar_days', ticker: normalized, date, top_k: topK });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockEnrich = useCallback((symbol, options = {}) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) return false;
+    const startDate = typeof options.startDate === 'string' ? options.startDate.trim() : '';
+    const endDate = typeof options.endDate === 'string' ? options.endDate.trim() : '';
+    if (!startDate || !endDate) return false;
+    setNewsByTicker((prev) => ({
+      ...prev,
+      [normalized]: {
+        ...(prev[normalized] || {}),
+        maintenanceStatus: { running: true, error: null, updatedAt: new Date().toISOString(), stats: null }
+      }
+    }));
+    return clientRef.current.send({
+      type: 'run_stock_enrich',
+      ticker: normalized,
+      start_date: startDate,
+      end_date: endDate,
+      force: Boolean(options.force),
+      only_local_to_llm: Boolean(options.onlyLocalToLlm),
+      rebuild_story: Boolean(options.rebuildStory),
+      rebuild_similar_days: Boolean(options.rebuildSimilarDays),
+      story_date: options.storyDate || null,
+      target_date: options.targetDate || null
+    });
+  }, [clientRef, setNewsByTicker]);
+
+  // Register request functions with WebSocket connection hook
+  if (setRequestStockHistory) setRequestStockHistory(requestStockHistory);
+  if (setRequestStockNewsTimeline) setRequestStockNewsTimeline(requestStockNewsTimeline);
+  if (setRequestStockNewsCategories) setRequestStockNewsCategories(requestStockNewsCategories);
+
+  return {
+    requestStockHistory,
+    requestStockExplainEvents,
+    requestStockNews,
+    requestStockNewsForDate,
+    requestStockNewsTimeline,
+    requestStockNewsCategories,
+    requestStockInsiderTrades,
+    requestStockTechnicalIndicators,
+    requestStockRangeExplain,
+    requestStockStory,
+    requestStockSimilarDays,
+    requestStockEnrich
+  };
+}

frontend/src/hooks/useStockExplainData.js

@@ -0,0 +1,546 @@
+import { useCallback, useEffect } from "react";
+
+import {
+  fetchNewsCategoriesDirect,
+  fetchNewsForDateDirect,
+  fetchRangeExplainDirect,
+  fetchSimilarDaysDirect,
+  fetchStockStoryDirect,
+  hasDirectNewsService
+} from "../services/newsApi";
+import {
+  fetchInsiderTradesDirect,
+  fetchStockHistoryDirect,
+  hasDirectTradingService
+} from "../services/tradingApi";
+
+export function useStockExplainData({
+  clientRef,
+  currentDate,
+  currentView,
+  selectedExplainSymbol,
+  requestedStockHistoryRef,
+  setOhlcHistoryByTicker,
+  setPriceHistoryByTicker,
+  setHistorySourceByTicker,
+  setNewsByTicker,
+  setInsiderTradesByTicker
+}) {
+  const requestStockHistory = useCallback((symbol, { force = false } = {}) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized) {
+      return false;
+    }
+
+    if (!force && requestedStockHistoryRef.current.has(normalized)) {
+      return false;
+    }
+
+    const endDate = currentDate
+      ? String(currentDate).slice(0, 10)
+      : new Date().toISOString().slice(0, 10);
+    const end = new Date(`${endDate}T00:00:00`);
+    const start = new Date(end);
+    start.setDate(start.getDate() - 120);
+    const startDate = start.toISOString().slice(0, 10);
+
+    if (hasDirectTradingService()) {
+      void fetchStockHistoryDirect(normalized, startDate, endDate)
+        .then((payload) => {
+          const prices = Array.isArray(payload?.prices) ? payload.prices : [];
+          setOhlcHistoryByTicker((prev) => ({ ...prev, [normalized]: prices }));
+          setPriceHistoryByTicker((prev) => ({
+            ...prev,
+            [normalized]: prices
+              .map((point) => {
+                const price = Number(point?.close);
+                const timestamp = point?.time;
+                if (!timestamp || !Number.isFinite(price)) {
+                  return null;
+                }
+                return {
+                  timestamp: String(timestamp),
+                  label: String(timestamp),
+                  price
+                };
+              })
+              .filter(Boolean)
+          }));
+          setHistorySourceByTicker((prev) => ({ ...prev, [normalized]: "trading_service" }));
+        })
+        .catch((error) => {
+          console.error("Direct stock-history fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            const success = clientRef.current.send({
+              type: "get_stock_history",
+              ticker: normalized,
+              lookback_days: 120
+            });
+            if (success) {
+              requestedStockHistoryRef.current.add(normalized);
+            }
+          }
+        });
+      requestedStockHistoryRef.current.add(normalized);
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    const success = clientRef.current.send({
+      type: "get_stock_history",
+      ticker: normalized,
+      lookback_days: 120
+    });
+
+    if (success) {
+      requestedStockHistoryRef.current.add(normalized);
+    }
+
+    return success;
+  }, [
+    clientRef,
+    currentDate,
+    requestedStockHistoryRef,
+    setHistorySourceByTicker,
+    setOhlcHistoryByTicker,
+    setPriceHistoryByTicker
+  ]);
+
+  const requestStockExplainEvents = useCallback((symbol) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return clientRef.current.send({
+      type: "get_stock_explain_events",
+      ticker: normalized
+    });
+  }, [clientRef]);
+
+  const requestStockNews = useCallback((symbol) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return clientRef.current.send({
+      type: "get_stock_news",
+      ticker: normalized,
+      lookback_days: 45,
+      limit: 12
+    });
+  }, [clientRef]);
+
+  const requestStockNewsForDate = useCallback((symbol, date) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !date) {
+      return false;
+    }
+
+    if (hasDirectNewsService()) {
+      void fetchNewsForDateDirect(normalized, date, 20)
+        .then((payload) => {
+          const targetDate = typeof payload?.date === "string" ? payload.date.trim() : date;
+          const news = Array.isArray(payload?.news) ? payload.news : [];
+          const freshness = payload?.freshness || null;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              byDate: {
+                ...((prev[normalized] && prev[normalized].byDate) || {}),
+                [targetDate]: news
+              },
+              byDateFreshness: {
+                ...((prev[normalized] && prev[normalized].byDateFreshness) || {}),
+                [targetDate]: freshness
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error("Direct news-for-date fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            clientRef.current.send({
+              type: "get_stock_news_for_date",
+              ticker: normalized,
+              date,
+              limit: 20
+            });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    return clientRef.current.send({
+      type: "get_stock_news_for_date",
+      ticker: normalized,
+      date,
+      limit: 20
+    });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockNewsTimeline = useCallback((symbol) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return clientRef.current.send({
+      type: "get_stock_news_timeline",
+      ticker: normalized,
+      lookback_days: 90
+    });
+  }, [clientRef]);
+
+  const requestStockNewsCategories = useCallback((symbol) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized) {
+      return false;
+    }
+
+    const endDate = currentDate
+      ? String(currentDate).slice(0, 10)
+      : new Date().toISOString().slice(0, 10);
+    const end = new Date(`${endDate}T00:00:00`);
+    const start = new Date(end);
+    start.setDate(start.getDate() - 90);
+    const startDate = start.toISOString().slice(0, 10);
+
+    if (hasDirectNewsService()) {
+      void fetchNewsCategoriesDirect(normalized, startDate, endDate, 200)
+        .then((payload) => {
+          const freshness = payload?.freshness || null;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              categories: payload?.categories || {},
+              categoriesStartDate: startDate,
+              categoriesEndDate: endDate,
+              categoriesFreshness: freshness
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error("Direct news-categories fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            clientRef.current.send({
+              type: "get_stock_news_categories",
+              ticker: normalized,
+              lookback_days: 90
+            });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    return clientRef.current.send({
+      type: "get_stock_news_categories",
+      ticker: normalized,
+      lookback_days: 90
+    });
+  }, [clientRef, currentDate, setNewsByTicker]);
+
+  const requestStockInsiderTrades = useCallback((symbol, startDate = null, endDate = null) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized) {
+      return false;
+    }
+
+    if (hasDirectTradingService()) {
+      void fetchInsiderTradesDirect(normalized, startDate, endDate, 50)
+        .then((payload) => {
+          const rows = Array.isArray(payload?.insider_trades) ? payload.insider_trades : [];
+          setInsiderTradesByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ticker: normalized,
+              startDate: startDate || null,
+              endDate: endDate || null,
+              trades: rows
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error("Direct insider-trades fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            clientRef.current.send({
+              type: "get_stock_insider_trades",
+              ticker: normalized,
+              start_date: startDate,
+              end_date: endDate,
+              limit: 50
+            });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    return clientRef.current.send({
+      type: "get_stock_insider_trades",
+      ticker: normalized,
+      start_date: startDate,
+      end_date: endDate,
+      limit: 50
+    });
+  }, [clientRef, setInsiderTradesByTicker]);
+
+  const requestStockTechnicalIndicators = useCallback((symbol) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return clientRef.current.send({
+      type: "get_stock_technical_indicators",
+      ticker: normalized
+    });
+  }, [clientRef]);
+
+  const requestStockRangeExplain = useCallback((symbol, startDate, endDate, articleIds = []) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !startDate || !endDate) {
+      return false;
+    }
+
+    if (hasDirectNewsService()) {
+      void fetchRangeExplainDirect(normalized, startDate, endDate, articleIds)
+        .then((payload) => {
+          const result = payload?.result && typeof payload.result === "object" ? payload.result : null;
+          const freshness = payload?.freshness || null;
+          if (!result?.start_date || !result?.end_date) {
+            return;
+          }
+          const cacheKey = `${result.start_date}:${result.end_date}`;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              rangeExplainCache: {
+                ...((prev[normalized] && prev[normalized].rangeExplainCache) || {}),
+                [cacheKey]: {
+                  ...result,
+                  freshness
+                }
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error("Direct range explain fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            clientRef.current.send({
+              type: "get_stock_range_explain",
+              ticker: normalized,
+              start_date: startDate,
+              end_date: endDate,
+              article_ids: Array.isArray(articleIds) ? articleIds : []
+            });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    return clientRef.current.send({
+      type: "get_stock_range_explain",
+      ticker: normalized,
+      start_date: startDate,
+      end_date: endDate,
+      article_ids: Array.isArray(articleIds) ? articleIds : []
+    });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockStory = useCallback((symbol, asOfDate = null) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized) {
+      return false;
+    }
+
+    if (hasDirectNewsService()) {
+      void fetchStockStoryDirect(normalized, asOfDate)
+        .then((payload) => {
+          const storyDate = typeof payload?.as_of_date === "string" ? payload.as_of_date.trim() : "";
+          const freshness = payload?.freshness || null;
+          if (!storyDate) {
+            return;
+          }
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              storyCache: {
+                ...((prev[normalized] && prev[normalized].storyCache) || {}),
+                [storyDate]: {
+                  story: payload.story || "",
+                  source: payload.source || "news_service",
+                  asOfDate: storyDate,
+                  freshness
+                }
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error("Direct story fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            clientRef.current.send({
+              type: "get_stock_story",
+              ticker: normalized,
+              as_of_date: asOfDate
+            });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    return clientRef.current.send({
+      type: "get_stock_story",
+      ticker: normalized,
+      as_of_date: asOfDate
+    });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockSimilarDays = useCallback((symbol, date, topK = 8) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !date) {
+      return false;
+    }
+
+    if (hasDirectNewsService()) {
+      void fetchSimilarDaysDirect(normalized, date, topK)
+        .then((payload) => {
+          const targetDate = typeof payload?.target_date === "string" ? payload.target_date.trim() : date;
+          if (!targetDate) {
+            return;
+          }
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [normalized]: {
+              ...(prev[normalized] || {}),
+              similarDaysCache: {
+                ...((prev[normalized] && prev[normalized].similarDaysCache) || {}),
+                [targetDate]: payload
+              }
+            }
+          }));
+        })
+        .catch((error) => {
+          console.error("Direct similar-days fetch failed, falling back to websocket:", error);
+          if (clientRef.current) {
+            clientRef.current.send({
+              type: "get_stock_similar_days",
+              ticker: normalized,
+              date,
+              top_k: topK
+            });
+          }
+        });
+      return true;
+    }
+
+    if (!clientRef.current) {
+      return false;
+    }
+
+    return clientRef.current.send({
+      type: "get_stock_similar_days",
+      ticker: normalized,
+      date,
+      top_k: topK
+    });
+  }, [clientRef, setNewsByTicker]);
+
+  const requestStockEnrich = useCallback((symbol, options = {}) => {
+    const normalized = typeof symbol === "string" ? symbol.trim().toUpperCase() : "";
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    const startDate = typeof options.startDate === "string" ? options.startDate.trim() : "";
+    const endDate = typeof options.endDate === "string" ? options.endDate.trim() : "";
+    if (!startDate || !endDate) {
+      return false;
+    }
+    setNewsByTicker((prev) => ({
+      ...prev,
+      [normalized]: {
+        ...(prev[normalized] || {}),
+        maintenanceStatus: {
+          running: true,
+          error: null,
+          updatedAt: new Date().toISOString(),
+          stats: null
+        }
+      }
+    }));
+    return clientRef.current.send({
+      type: "run_stock_enrich",
+      ticker: normalized,
+      start_date: startDate,
+      end_date: endDate,
+      force: Boolean(options.force),
+      only_local_to_llm: Boolean(options.onlyLocalToLlm),
+      rebuild_story: Boolean(options.rebuildStory),
+      rebuild_similar_days: Boolean(options.rebuildSimilarDays),
+      story_date: options.storyDate || null,
+      target_date: options.targetDate || null
+    });
+  }, [clientRef, setNewsByTicker]);
+
+  useEffect(() => {
+    if (currentView !== "explain" || !selectedExplainSymbol) {
+      return;
+    }
+    requestStockHistory(selectedExplainSymbol);
+    requestStockExplainEvents(selectedExplainSymbol);
+    requestStockNews(selectedExplainSymbol);
+    requestStockNewsTimeline(selectedExplainSymbol);
+    requestStockNewsCategories(selectedExplainSymbol);
+    requestStockStory(selectedExplainSymbol, currentDate);
+  }, [
+    currentDate,
+    currentView,
+    requestStockExplainEvents,
+    requestStockHistory,
+    requestStockNews,
+    requestStockNewsCategories,
+    requestStockNewsTimeline,
+    requestStockStory,
+    selectedExplainSymbol
+  ]);
+
+  return {
+    requestStockHistory,
+    requestStockExplainEvents,
+    requestStockNews,
+    requestStockNewsForDate,
+    requestStockNewsTimeline,
+    requestStockNewsCategories,
+    requestStockInsiderTrades,
+    requestStockTechnicalIndicators,
+    requestStockRangeExplain,
+    requestStockStory,
+    requestStockSimilarDays,
+    requestStockEnrich
+  };
+}

frontend/src/hooks/useWebSocketConnection.js

@@ -0,0 +1,861 @@
+import { useEffect, useRef, useCallback } from 'react';
+import { AGENTS } from '../config/constants';
+import { ReadOnlyClient } from '../services/websocket';
+import { useRuntimeStore } from '../store/runtimeStore';
+import { useMarketStore } from '../store/marketStore';
+import { usePortfolioStore } from '../store/portfolioStore';
+import { useAgentStore } from '../store/agentStore';
+import { useUIStore } from '../store/uiStore';
+import { normalizeTickerSymbols } from '../services/runtimeControls';
+
+/**
+ * Normalize price history from server format
+ */
+function normalizePriceHistory(payload) {
+  if (!payload || typeof payload !== 'object') {
+    return {};
+  }
+
+  const normalized = {};
+  Object.entries(payload).forEach(([symbol, points]) => {
+    const ticker = String(symbol || '').trim().toUpperCase();
+    if (!ticker || !Array.isArray(points)) {
+      return;
+    }
+
+    normalized[ticker] = points
+      .map((point) => {
+        if (Array.isArray(point) && point.length >= 2) {
+          const [label, value] = point;
+          const price = Number(value);
+          if (!label || !Number.isFinite(price)) return null;
+          return { timestamp: String(label), label: String(label), price };
+        }
+
+        if (point && typeof point === 'object') {
+          const rawTimestamp = point.timestamp ?? point.t ?? point.date ?? point.label;
+          const price = Number(point.price ?? point.v ?? point.value ?? point.close);
+          if (!rawTimestamp || !Number.isFinite(price)) return null;
+          return { timestamp: String(rawTimestamp), label: String(rawTimestamp), price };
+        }
+
+        return null;
+      })
+      .filter(Boolean)
+      .slice(-120);
+  });
+
+  return normalized;
+}
+
+/**
+ * Build tickers from symbols array
+ */
+function buildTickersFromSymbols(symbols, previousTickers = []) {
+  if (!Array.isArray(symbols) || symbols.length === 0) {
+    return previousTickers;
+  }
+
+  return symbols
+    .filter((symbol) => typeof symbol === 'string' && symbol.trim())
+    .map((symbol) => {
+      const normalized = symbol.trim().toUpperCase();
+      const existing = previousTickers.find((ticker) => ticker.symbol === normalized);
+      return existing || { symbol: normalized, price: null, change: null };
+    });
+}
+
+/**
+ * Custom hook for WebSocket connection lifecycle and event handling.
+ * Manages clientRef, connection, and ALL event handlers.
+ * Feeds directly into stores (no props drilling).
+ */
+export function useWebSocketConnection({
+  processHistoricalFeed,
+  processFeedEvent,
+  addSystemMessage
+}) {
+  const clientRef = useRef(null);
+  const isWatchlistSavingRef = useRef(false);
+  const isRuntimeConfigSavingRef = useRef(false);
+  const selectedSkillAgentIdRef = useRef(null);
+  const requestedStockHistoryRef = useRef(new Set());
+
+  // Store state
+  const { setIsConnected, setConnectionStatus, setSystemStatus, setCurrentDate,
+    setServerMode, setDataSources, setRuntimeConfig, setMarketStatus,
+    setVirtualTime, setProgress, watchlistDraftSymbols, setWatchlistInputValue,
+    setIsWatchlistSaving, setWatchlistFeedback, setIsRuntimeConfigSaving,
+    setRuntimeConfigFeedback, isWatchlistSaving, isRuntimeConfigSaving,
+    setLastDayHistory } = useRuntimeStore();
+
+  const { tickers, setTickers, setRollingTickers, setPriceHistoryByTicker,
+    setExplainEventsByTicker, setNewsByTicker, setInsiderTradesByTicker,
+    setTechnicalIndicatorsByTicker, setHistorySourceByTicker,
+    setOhlcHistoryByTicker } = useMarketStore();
+
+  const { setPortfolioData, setHoldings, setTrades, setStats, setLeaderboard } = usePortfolioStore();
+
+  const { setAgentSkillsByAgent, setAgentProfilesByAgent, setSkillDetailsByName,
+    setLocalSkillDraftsByKey, setIsAgentSkillsLoading, setSkillDetailLoadingKey,
+    setAgentSkillsSavingKey, setAgentSkillsFeedback, setIsWorkspaceFileLoading,
+    setWorkspaceFileSavingKey, setWorkspaceFilesByAgent, setWorkspaceFileFeedback,
+    selectedSkillAgentId } = useAgentStore();
+
+  const { setBubbles } = useUIStore();
+
+  // Helper: Update tickers from realtime prices
+  const updateTickersFromPrices = useCallback((realtimePrices) => {
+    try {
+      setTickers((prevTickers) => prevTickers.map((ticker) => {
+        const realtimeData = realtimePrices[ticker.symbol];
+        if (realtimeData && realtimeData.price !== null && realtimeData.price !== undefined) {
+          const newChange = (realtimeData.ret !== null && realtimeData.ret !== undefined)
+            ? realtimeData.ret
+            : (ticker.change !== null && ticker.change !== undefined ? ticker.change : 0);
+
+          return {
+            ...ticker,
+            price: realtimeData.price,
+            change: newChange,
+            open: realtimeData.open || ticker.open
+          };
+        }
+        return ticker;
+      }));
+    } catch (error) {
+      console.error('Error updating tickers from prices:', error);
+    }
+  }, [setTickers]);
+
+  // Stock request callbacks (these will be provided by useStockDataRequests)
+  const requestStockHistoryRef = useRef(null);
+  const requestStockNewsTimelineRef = useRef(null);
+  const requestStockNewsCategoriesRef = useRef(null);
+
+  const setRequestStockHistory = useCallback((fn) => {
+    requestStockHistoryRef.current = fn;
+  }, []);
+
+  const setRequestStockNewsTimeline = useCallback((fn) => {
+    requestStockNewsTimelineRef.current = fn;
+  }, []);
+
+  const setRequestStockNewsCategories = useCallback((fn) => {
+    requestStockNewsCategoriesRef.current = fn;
+  }, []);
+
+  useEffect(() => {
+    const handlePushEvent = (evt) => {
+      if (!evt) return;
+
+      try {
+        handleEventInternal(evt);
+      } catch (error) {
+        console.error('[Event Handler] Error:', error);
+      }
+    };
+
+    const handleEventInternal = (evt) => {
+      if (evt?.type && evt.type !== 'pong') {
+        setConnectionStatus('connected');
+        setIsConnected(true);
+      }
+
+      const handlers = {
+        error: (e) => {
+          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: 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' });
+          }
+          if (message.includes('fast forward')) {
+            console.warn(`⚠️ ${message}`);
+            handlePushEvent({ type: 'system', content: `⚠️ ${message}`, timestamp: Date.now() });
+          }
+          addSystemMessage(message);
+        },
+
+        system: (e) => {
+          console.log('[System]', e.content);
+          if (e.content.includes('Connected') || e.content.includes('已连接')) {
+            setConnectionStatus('connected');
+            setIsConnected(true);
+          } else if (e.content.includes('Disconnected') || e.content.includes('断开')) {
+            setConnectionStatus('disconnected');
+            setIsConnected(false);
+          }
+          processFeedEvent(e);
+        },
+
+        pong: () => {
+          console.log('[Heartbeat] Pong received');
+        },
+
+        initial_state: (e) => {
+          try {
+            const state = e.state;
+            if (!state) return;
+
+            setConnectionStatus('connected');
+            setIsConnected(true);
+            setSystemStatus(state.status || 'initializing');
+            setCurrentDate(state.current_date);
+
+            if (state.server_mode) setServerMode(state.server_mode);
+            if (state.data_sources) setDataSources(state.data_sources);
+            if (state.runtime_config) setRuntimeConfig(state.runtime_config);
+            if (Array.isArray(state.tickers) && state.tickers.length > 0) {
+              setTickers((prevTickers) => buildTickersFromSymbols(state.tickers, prevTickers));
+            }
+
+            if (state.market_status) {
+              setMarketStatus(state.market_status);
+              setVirtualTime(null);
+            }
+
+            if (state.trading_days_total) {
+              setProgress({
+                current: state.trading_days_completed || 0,
+                total: state.trading_days_total
+              });
+            }
+
+            if (state.portfolio) {
+              setPortfolioData((prev) => ({
+                ...prev,
+                netValue: state.portfolio.total_value || prev.netValue,
+                pnl: state.portfolio.pnl_percent || 0,
+                equity: state.portfolio.equity || prev.equity,
+                baseline: state.portfolio.baseline || prev.baseline,
+                baseline_vw: state.portfolio.baseline_vw || prev.baseline_vw,
+                momentum: state.portfolio.momentum || prev.momentum,
+                strategies: state.portfolio.strategies || prev.strategies,
+                equity_return: state.portfolio.equity_return || prev.equity_return,
+                baseline_return: state.portfolio.baseline_return || prev.baseline_return,
+                baseline_vw_return: state.portfolio.baseline_vw_return || prev.baseline_vw_return,
+                momentum_return: state.portfolio.momentum_return || prev.momentum_return
+              }));
+            }
+
+            if (state.dashboard) {
+              if (state.dashboard.holdings) setHoldings(state.dashboard.holdings);
+              if (state.dashboard.trades) setTrades(state.dashboard.trades);
+              if (state.dashboard.stats) setStats(state.dashboard.stats);
+              if (state.dashboard.leaderboard) setLeaderboard(state.dashboard.leaderboard);
+            }
+            if (state.realtime_prices) updateTickersFromPrices(state.realtime_prices);
+            if (state.price_history) {
+              setPriceHistoryByTicker(normalizePriceHistory(state.price_history));
+            }
+
+            if (state.feed_history && Array.isArray(state.feed_history)) {
+              console.log(`✅ Loading ${state.feed_history.length} historical events`);
+              processHistoricalFeed(state.feed_history);
+            }
+
+            if (state.last_day_history && Array.isArray(state.last_day_history)) {
+              setLastDayHistory(state.last_day_history);
+              console.log(`✅ Loaded ${state.last_day_history.length} last day events for replay`);
+            }
+
+            console.log('Initial state loaded');
+          } catch (error) {
+            console.error('Error loading initial state:', error);
+          }
+        },
+
+        market_status_update: (e) => {
+          if (e.market_status) setMarketStatus(e.market_status);
+        },
+
+        data_sources_update: (e) => {
+          if (e.data_sources) setDataSources(e.data_sources);
+        },
+
+        runtime_assets_reloaded: (e) => {
+          if (e.runtime_config_applied) setRuntimeConfig(e.runtime_config_applied);
+          if (Array.isArray(e.runtime_config_applied?.tickers)) {
+            setTickers((prevTickers) =>
+              buildTickersFromSymbols(e.runtime_config_applied.tickers, prevTickers)
+            );
+            setWatchlistInputValue('');
+          }
+          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() : selectedSkillAgentIdRef.current;
+          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());
+            setRuntimeConfig((prev) => ({ ...(prev || {}), tickers: normalizedTickers }));
+            setTickers((prevTickers) => buildTickersFromSymbols(normalizedTickers, prevTickers));
+          }
+          setIsWatchlistSaving(false);
+          setWatchlistFeedback({
+            type: 'success',
+            text: `已更新为 ${Array.isArray(e.tickers) ? e.tickers.join(', ') : '最新列表'}`
+          });
+        },
+
+        stock_history_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          if (Array.isArray(e.prices)) {
+            setOhlcHistoryByTicker((prev) => ({ ...prev, [symbol]: e.prices }));
+            setHistorySourceByTicker((prev) => ({ ...prev, [symbol]: e.source || null }));
+          }
+        },
+
+        stock_explain_events_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          setExplainEventsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              events: Array.isArray(e.events) ? e.events : [],
+              signals: Array.isArray(e.signals) ? e.signals : [],
+              trades: Array.isArray(e.trades) ? e.trades : []
+            }
+          }));
+        },
+
+        stock_news_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              items: Array.isArray(e.news) ? e.news : [],
+              source: e.source || null,
+              startDate: e.start_date || null,
+              endDate: e.end_date || null,
+              freshness: e.freshness || null
+            }
+          }));
+          if (requestStockNewsTimelineRef.current) requestStockNewsTimelineRef.current(symbol);
+        },
+
+        stock_news_for_date_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          const date = typeof e.date === 'string' ? e.date.trim() : '';
+          if (!symbol || !date) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              byDate: { ...((prev[symbol] && prev[symbol].byDate) || {}), [date]: Array.isArray(e.news) ? e.news : [] },
+              byDateFreshness: { ...((prev[symbol] && prev[symbol].byDateFreshness) || {}), [date]: e.freshness || null }
+            }
+          }));
+        },
+
+        stock_news_timeline_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              timeline: Array.isArray(e.timeline) ? e.timeline : [],
+              timelineStartDate: e.start_date || null,
+              timelineEndDate: e.end_date || null,
+              timelineFreshness: e.freshness || null
+            }
+          }));
+        },
+
+        stock_news_categories_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              categories: e.categories || {},
+              categoriesStartDate: e.start_date || null,
+              categoriesEndDate: e.end_date || null,
+              categoriesFreshness: e.freshness || null
+            }
+          }));
+        },
+
+        stock_insider_trades_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          setInsiderTradesByTicker((prev) => ({
+            ...prev,
+            [symbol]: { trades: Array.isArray(e.trades) ? e.trades : [], startDate: e.start_date || null, endDate: e.end_date || null }
+          }));
+        },
+
+        stock_technical_indicators_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          setTechnicalIndicatorsByTicker((prev) => ({ ...prev, [symbol]: e.indicators || null }));
+        },
+
+        stock_range_explain_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          const result = e.result && typeof e.result === 'object' ? e.result : null;
+          if (!result?.start_date || !result?.end_date) return;
+          const cacheKey = `${result.start_date}:${result.end_date}`;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              rangeExplainCache: {
+                ...((prev[symbol] && prev[symbol].rangeExplainCache) || {}),
+                [cacheKey]: { ...result, freshness: e.freshness || null }
+              }
+            }
+          }));
+        },
+
+        stock_story_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          const asOfDate = typeof e.as_of_date === 'string' ? e.as_of_date.trim() : '';
+          if (!symbol || !asOfDate) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              storyCache: {
+                ...((prev[symbol] && prev[symbol].storyCache) || {}),
+                [asOfDate]: { story: e.story || '', source: e.source || null, asOfDate, freshness: e.freshness || null }
+              }
+            }
+          }));
+        },
+
+        stock_similar_days_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          const date = typeof e.target_date === 'string' ? e.target_date.trim() : typeof e.date === 'string' ? e.date.trim() : '';
+          if (!symbol || !date) return;
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              similarDaysCache: {
+                ...((prev[symbol] && prev[symbol].similarDaysCache) || {}),
+                [date]: {
+                  target_features: e.target_features || {},
+                  items: Array.isArray(e.items) ? e.items : [],
+                  error: e.error || null,
+                  freshness: e.freshness || null
+                }
+              }
+            }
+          }));
+        },
+
+        stock_enrich_completed: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) return;
+          const completedAt = new Date().toISOString();
+          const historyEntry = {
+            timestamp: completedAt,
+            startDate: e.start_date || '',
+            endDate: e.end_date || '',
+            force: Boolean(e.force),
+            onlyLocalToLlm: Boolean(e.only_local_to_llm),
+            error: e.error || null,
+            stats: e.stats || null,
+            storyStatus: e.story_status || null,
+            similarStatus: e.similar_status || null
+          };
+          setNewsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              ...(prev[symbol] || {}),
+              items: [], byDate: {}, timeline: [], categories: {},
+              rangeExplainCache: {}, storyCache: {}, similarDaysCache: {},
+              maintenanceStatus: { running: false, error: e.error || null, updatedAt: completedAt, stats: e.stats || null, storyStatus: e.story_status || null, similarStatus: e.similar_status || null },
+              maintenanceHistory: [historyEntry, ...(((prev[symbol] && prev[symbol].maintenanceHistory) || []).slice(0, 7))]
+            }
+          }));
+          if (!e.error) {
+            if (requestStockHistoryRef.current) requestStockHistoryRef.current(symbol);
+            if (requestStockNewsTimelineRef.current) requestStockNewsTimelineRef.current(symbol);
+            if (requestStockNewsCategoriesRef.current) requestStockNewsCategoriesRef.current(symbol);
+          }
+        },
+
+        price_update: (e) => {
+          try {
+            const { symbol, price, ret, open, portfolio, realtime_prices } = e;
+            if (!symbol || !price) {
+              console.warn('[Price Update] Missing symbol or price:', e);
+              return;
+            }
+
+            setConnectionStatus('connected');
+            setIsConnected(true);
+            console.log(`[Price Update] ${symbol}: $${price} (ret: ${ret !== undefined ? ret.toFixed(2) : 'N/A'}%)`);
+
+            setPriceHistoryByTicker((prev) => {
+              const ticker = String(symbol).trim().toUpperCase();
+              const nextPoint = { timestamp: new Date().toISOString(), label: new Date().toISOString(), price: Number(price) };
+              const existing = Array.isArray(prev[ticker]) ? prev[ticker] : [];
+              const lastPoint = existing[existing.length - 1];
+              if (lastPoint && Number(lastPoint.price) === Number(nextPoint.price)) return prev;
+              return { ...prev, [ticker]: [...existing, nextPoint].slice(-120) };
+            });
+
+            const normalizedSymbol = String(symbol).trim().toUpperCase();
+            let shouldAnimateTicker = false;
+            setTickers((prevTickers) => prevTickers.map((ticker) => {
+              if (ticker.symbol === symbol) {
+                const oldPrice = ticker.price;
+                let newChange = ticker.change;
+                if (ret !== null && ret !== undefined) {
+                  newChange = ret;
+                } else if (oldPrice !== null && oldPrice !== undefined && isFinite(oldPrice)) {
+                  const priceChange = ((price - oldPrice) / oldPrice) * 100;
+                  newChange = (newChange !== null && newChange !== undefined) ? newChange + priceChange : priceChange;
+                } else {
+                  newChange = 0;
+                }
+                if (oldPrice !== price) shouldAnimateTicker = true;
+                return { ...ticker, price, change: newChange, open: open || ticker.open };
+              }
+              return ticker;
+            }));
+
+            if (shouldAnimateTicker) {
+              setRollingTickers((prev) => ({ ...prev, [normalizedSymbol]: true }));
+              setTimeout(() => setRollingTickers((prev) => ({ ...prev, [normalizedSymbol]: false })), 500);
+            }
+
+            if (realtime_prices) updateTickersFromPrices(realtime_prices);
+            if (portfolio && portfolio.total_value) {
+              setPortfolioData((prev) => ({
+                ...prev,
+                netValue: portfolio.total_value,
+                pnl: portfolio.pnl_percent || 0,
+                equity: portfolio.equity || prev.equity
+              }));
+            }
+          } catch (error) {
+            console.error('[Price Update] Error:', error);
+          }
+        },
+
+        day_start: (e) => {
+          setCurrentDate(e.date);
+          if (e.progress !== undefined) {
+            setProgress((prev) => ({ ...prev, current: Math.floor(e.progress * (prev.total || 1)) }));
+          }
+          setSystemStatus('running');
+          processFeedEvent(e);
+        },
+
+        day_complete: (e) => {
+          const result = e.result;
+          if (result && typeof result === 'object') {
+            if (result.portfolio_summary) {
+              const summary = result.portfolio_summary;
+              setPortfolioData((prev) => {
+                const newEquity = [...prev.equity];
+                const dateObj = new Date(e.date);
+                newEquity.push({ t: dateObj.getTime(), v: summary.total_value || summary.cash || prev.netValue });
+                return { ...prev, netValue: summary.total_value || summary.cash || prev.netValue, pnl: summary.pnl_percent || 0, equity: newEquity };
+              });
+            }
+          }
+          processFeedEvent(e);
+        },
+
+        day_error: (e) => {
+          console.error('Day error:', e.date, e.error);
+          processFeedEvent(e);
+        },
+
+        conference_start: (e) => processFeedEvent(e),
+        conference_end: (e) => processFeedEvent(e),
+
+        agent_message: (e) => {
+          const agent = AGENTS.find((item) => item.id === e.agentId);
+          setBubbles({ [e.agentId]: { text: e.content, ts: Date.now(), agentName: agent?.name || e.agentName || e.agentId } });
+          processFeedEvent(e);
+        },
+
+        conference_message: (e) => {
+          const agent = AGENTS.find((item) => item.id === e.agentId);
+          setBubbles({ [e.agentId]: { text: e.content, ts: Date.now(), agentName: agent?.name || e.agentName || e.agentId } });
+          processFeedEvent(e);
+        },
+
+        memory: (e) => processFeedEvent(e),
+
+        team_summary: (e) => {
+          setPortfolioData((prev) => ({
+            ...prev,
+            netValue: e.balance || prev.netValue,
+            pnl: e.pnlPct || 0,
+            equity: e.equity || prev.equity,
+            baseline: e.baseline || prev.baseline,
+            baseline_vw: e.baseline_vw || prev.baseline_vw,
+            momentum: e.momentum || prev.momentum,
+            equity_return: e.equity_return || prev.equity_return,
+            baseline_return: e.baseline_return || prev.baseline_return,
+            baseline_vw_return: e.baseline_vw_return || prev.baseline_vw_return,
+            momentum_return: e.momentum_return || prev.momentum_return
+          }));
+        },
+
+        team_portfolio: (e) => {
+          if (e.holdings) setHoldings(e.holdings);
+        },
+
+        team_holdings: (e) => {
+          if (e.data && Array.isArray(e.data)) {
+            setHoldings(e.data);
+            console.log(`✅ Holdings updated: ${e.data.length} positions`);
+          }
+        },
+
+        team_trades: (e) => {
+          if (e.mode === 'full' && e.data && Array.isArray(e.data)) {
+            setTrades(e.data);
+          } else if (Array.isArray(e.trades)) {
+            setTrades(e.trades);
+          } else if (e.trade) {
+            setTrades((prev) => [e.trade, ...prev].slice(0, 100));
+          }
+        },
+
+        team_stats: (e) => {
+          if (e.data) setStats(e.data);
+          else if (e.stats) setStats(e.stats);
+        },
+
+        team_leaderboard: (e) => {
+          if (Array.isArray(e.data)) setLeaderboard(e.data);
+          else if (Array.isArray(e.rows)) setLeaderboard(e.rows);
+          else if (Array.isArray(e.leaderboard)) setLeaderboard(e.leaderboard);
+        },
+
+        time_update: (e) => {
+          if (e.beijing_time_str) {
+            const statusEmoji = { market_open: '📊', off_market: '⏸️', non_trading_day: '📅', trade_execution: '💼' };
+            const emoji = statusEmoji[e.status] || '⏰';
+            let logMessage = `${emoji} 时间: ${e.beijing_time_str} | 状态: ${e.status}`;
+            if (e.hours_to_open !== undefined) logMessage += ` | 距离开盘: ${e.hours_to_open}小时`;
+            if (e.hours_to_trade !== undefined) logMessage += ` | 距离交易: ${e.hours_to_trade}小时`;
+            if (e.trading_date) logMessage += ` | 交易日: ${e.trading_date}`;
+            console.log(logMessage);
+
+            setVirtualTime(null);
+          }
+          if (e.market_status) setMarketStatus(e.market_status);
+        },
+
+        time_fast_forwarded: (e) => {
+          console.log(`⏩ 时间已快进 ${e.minutes} 分钟: ${e.old_time_str} → ${e.new_time_str}`);
+          if (e.new_time) {
+            try {
+              setVirtualTime(new Date(e.new_time));
+              handlePushEvent({ type: 'system', content: `⏩ 时间快进 ${e.minutes} 分钟: ${e.old_time_str} → ${e.new_time_str}`, timestamp: Date.now() });
+            } catch (error) { console.error('Error parsing fast forwarded time:', error); }
+          }
+        },
+
+        fast_forward_success: (e) => {
+          console.log(`✅ ${e.message}`);
+        }
+      };
+
+      try {
+        const handler = handlers[evt.type];
+        if (handler) handler(evt);
+        else console.log('[handleEvent] Unknown event type:', evt.type);
+      } catch (error) {
+        console.error('[handleEvent] Error handling event:', evt.type, error);
+      }
+    };
+
+    // Create and connect WebSocket client
+    const client = new ReadOnlyClient(handlePushEvent);
+    clientRef.current = client;
+    client.connect();
+    setConnectionStatus('connecting');
+
+    // Sync refs with store state
+    isWatchlistSavingRef.current = isWatchlistSaving;
+    isRuntimeConfigSavingRef.current = isRuntimeConfigSaving;
+    selectedSkillAgentIdRef.current = selectedSkillAgentId;
+
+    return () => {
+      if (clientRef.current) {
+        clientRef.current.disconnect();
+      }
+    };
+  }, [
+    addSystemMessage, processFeedEvent,
+    processHistoricalFeed, setAgentProfilesByAgent,
+    setAgentSkillsByAgent, setAgentSkillsFeedback, setAgentSkillsSavingKey,
+    setBubbles, setConnectionStatus, setCurrentDate, setDataSources,
+    setExplainEventsByTicker, setHistorySourceByTicker, setHoldings,
+    setInsiderTradesByTicker, setIsAgentSkillsLoading, setIsConnected,
+    setIsRuntimeConfigSaving, setIsWatchlistSaving, setIsWorkspaceFileLoading,
+    setLastDayHistory, setLeaderboard, setLocalSkillDraftsByKey,
+    setMarketStatus, setNewsByTicker, setOhlcHistoryByTicker,
+    setPortfolioData, setPriceHistoryByTicker, setProgress,
+    setRollingTickers, setRuntimeConfig, setRuntimeConfigFeedback,
+    setServerMode, setSkillDetailLoadingKey, setSkillDetailsByName,
+    setStats, setSystemStatus, setTechnicalIndicatorsByTicker,
+    setTickers, setTrades, setVirtualTime, setWatchlistFeedback,
+    setWatchlistInputValue, setWorkspaceFileFeedback, setWorkspaceFileSavingKey,
+    setWorkspaceFilesByAgent, updateTickersFromPrices
+  ]);
+
+  // Sync refs
+  useEffect(() => {
+    isWatchlistSavingRef.current = isWatchlistSaving;
+  }, [isWatchlistSaving]);
+
+  useEffect(() => {
+    isRuntimeConfigSavingRef.current = isRuntimeConfigSaving;
+  }, [isRuntimeConfigSaving]);
+
+  useEffect(() => {
+    selectedSkillAgentIdRef.current = selectedSkillAgentId;
+  }, [selectedSkillAgentId]);
+
+  return { clientRef, setRequestStockHistory, setRequestStockNewsTimeline, setRequestStockNewsCategories };
+}

frontend/src/hooks/useWebsocketSessionSync.js

@@ -0,0 +1,29 @@
+/**
+ * useWebsocketSessionSync - DEPRECATED
+ *
+ * This hook is deprecated. WebSocket connection and event handling is now managed
+ * by useWebSocketConnection.js. This file is kept for backwards compatibility
+ * but will be removed in a future version.
+ *
+ * All functionality has been consolidated into:
+ * - useWebSocketConnection.js: WebSocket lifecycle and event handlers
+ * - useStockDataRequests.js: Stock data request callbacks
+ * - useAgentDataRequests.js: Agent operation callbacks
+ */
+
+import { useWebSocketConnection } from './useWebSocketConnection';
+
+/**
+ * @deprecated Use useWebSocketConnection directly instead.
+ * This hook is a thin wrapper that delegates to useWebSocketConnection
+ * for backwards compatibility.
+ */
+export function useWebsocketSessionSync(props) {
+  // Delegate to useWebSocketConnection
+  const { clientRef } = useWebSocketConnection();
+
+  // Return clientRef so existing code can still access it
+  return { clientRef };
+}
+
+export default useWebsocketSessionSync;

frontend/src/services/runtimeApi.js

@@ -38,6 +38,10 @@ export function fetchRuntimeEvents() {
   return safeFetch(RUNTIME_API_BASE, '/events');
 }
 
+export function fetchRuntimeHistory(limit = 20) {
+  return safeFetch(RUNTIME_API_BASE, `/history?limit=${limit}`);
+}
+
 export function fetchPendingApprovals() {
   return safeFetch(CONTROL_API_BASE, '/guard/pending');
 }
@@ -121,6 +125,73 @@ export function fetchCurrentRuntime() {
   return safeFetch(RUNTIME_API_BASE, '/current');
 }
 
+export function fetchRuntimeLogs() {
+  return safeFetch(RUNTIME_API_BASE, '/logs');
+}
+
+export function fetchAgentProfile(workspaceId, agentId) {
+  return safeFetch(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/profile`);
+}
+
+export function fetchAgentSkills(workspaceId, agentId) {
+  return safeFetch(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills`);
+}
+
+export function fetchAgentSkillDetail(workspaceId, agentId, skillName) {
+  return safeFetch(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills/${encodeURIComponent(skillName)}`);
+}
+
+export function fetchAgentWorkspaceFile(workspaceId, agentId, filename) {
+  return safeFetch(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/files/${encodeURIComponent(filename)}`);
+}
+
+export function createAgentLocalSkill(workspaceId, agentId, skillName) {
+  return safeRequest(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills/local`, {
+    method: 'POST',
+    body: JSON.stringify({ skill_name: skillName })
+  });
+}
+
+export function updateAgentLocalSkill(workspaceId, agentId, skillName, content) {
+  return safeRequest(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills/local/${encodeURIComponent(skillName)}`, {
+    method: 'PUT',
+    body: JSON.stringify({ content })
+  });
+}
+
+export function deleteAgentLocalSkill(workspaceId, agentId, skillName) {
+  return safeRequest(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills/local/${encodeURIComponent(skillName)}`, {
+    method: 'DELETE'
+  });
+}
+
+export function enableAgentSkill(workspaceId, agentId, skillName) {
+  return safeRequest(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills/${encodeURIComponent(skillName)}/enable`, {
+    method: 'POST'
+  });
+}
+
+export function disableAgentSkill(workspaceId, agentId, skillName) {
+  return safeRequest(CONTROL_API_BASE, `/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/skills/${encodeURIComponent(skillName)}/disable`, {
+    method: 'POST'
+  });
+}
+
+export function updateAgentWorkspaceFile(workspaceId, agentId, filename, content) {
+  return fetch(`${CONTROL_API_BASE}/workspaces/${encodeURIComponent(workspaceId)}/agents/${encodeURIComponent(agentId)}/files/${encodeURIComponent(filename)}`, {
+    method: 'PUT',
+    headers: {
+      'Content-Type': 'text/plain'
+    },
+    body: content
+  }).then(async (response) => {
+    if (!response.ok) {
+      throw new Error(await response.text());
+    }
+    return response.json();
+  });
+}
+
 export async function uploadAgentSkillZip({
   agentId,
   file,

frontend/src/services/runtimeControls.js

@@ -0,0 +1,81 @@
+const normalizeSymbol = (symbol) => {
+  if (typeof symbol !== "string") {
+    return "";
+  }
+  return symbol.trim().toUpperCase();
+};
+
+export const normalizeTickerSymbols = (symbols, previousTickers = []) => {
+  if (!Array.isArray(symbols) || symbols.length === 0) {
+    return previousTickers;
+  }
+
+  return symbols
+    .map(normalizeSymbol)
+    .filter(Boolean)
+    .reduce((acc, symbol) => {
+      const existing = acc.find((ticker) => ticker.symbol === symbol);
+      if (existing) {
+        return acc;
+      }
+      const prior = previousTickers.find((ticker) => ticker.symbol === symbol);
+      acc.push(
+        prior || {
+          symbol,
+          price: null,
+          change: null
+        }
+      );
+      return acc;
+    }, []);
+};
+
+export const normalizeRuntimeWatchlistSymbols = (runtimeConfig, fallbackTickers = []) => {
+  const runtimeSymbols = Array.isArray(runtimeConfig?.tickers)
+    ? runtimeConfig.tickers.map(normalizeSymbol).filter(Boolean)
+    : [];
+
+  if (runtimeSymbols.length > 0) {
+    return runtimeSymbols;
+  }
+
+  return fallbackTickers
+    .map((ticker) => normalizeSymbol(ticker?.symbol))
+    .filter(Boolean);
+};
+
+export const parseWatchlistInput = (value) => {
+  if (typeof value !== "string") {
+    return [];
+  }
+
+  return Array.from(
+    new Set(
+      value
+        .split(/[\s,]+/)
+        .map(normalizeSymbol)
+        .filter(Boolean)
+    )
+  );
+};
+
+export const buildRuntimeSummaryLabel = (runtimeConfig) => {
+  if (!runtimeConfig) {
+    return null;
+  }
+
+  const scheduleMode = String(runtimeConfig.schedule_mode || "daily");
+  const intervalMinutes = Number(runtimeConfig.interval_minutes || 60);
+  const triggerTime = String(runtimeConfig.trigger_time || "now");
+  const maxCommCycles = Number(runtimeConfig.max_comm_cycles || 2);
+
+  if (scheduleMode === "intraday") {
+    return `调度 intraday / ${intervalMinutes}m / 讨论 ${maxCommCycles} 轮`;
+  }
+
+  if (triggerTime.toLowerCase() === "now") {
+    return `调度 daily / 立即执行 / 讨论 ${maxCommCycles} 轮`;
+  }
+
+  return `调度 daily / ${triggerTime} ET / 讨论 ${maxCommCycles} 轮`;
+};

frontend/src/services/runtimeControls.test.js

@@ -0,0 +1,59 @@
+import { describe, expect, it } from "vitest";
+import {
+  buildRuntimeSummaryLabel,
+  normalizeRuntimeWatchlistSymbols,
+  normalizeTickerSymbols,
+  parseWatchlistInput
+} from "./runtimeControls";
+
+describe("runtimeControls", () => {
+  it("normalizes ticker symbols while preserving existing entries", () => {
+    const previous = [
+      { symbol: "AAPL", price: 10, change: 1 },
+      { symbol: "MSFT", price: 20, change: 2 }
+    ];
+
+    expect(normalizeTickerSymbols(["aapl", "nvda", "MSFT"], previous)).toEqual([
+      { symbol: "AAPL", price: 10, change: 1 },
+      { symbol: "NVDA", price: null, change: null },
+      { symbol: "MSFT", price: 20, change: 2 }
+    ]);
+  });
+
+  it("derives runtime watchlist symbols from runtime config or fallback tickers", () => {
+    const runtimeConfig = { tickers: ["tsla", "meta", "tsla"] };
+    const fallbackTickers = [{ symbol: "AAPL" }, { symbol: "MSFT" }];
+
+    expect(normalizeRuntimeWatchlistSymbols(runtimeConfig, fallbackTickers)).toEqual([
+      "TSLA",
+      "META",
+      "TSLA"
+    ]);
+    expect(normalizeRuntimeWatchlistSymbols({}, fallbackTickers)).toEqual([
+      "AAPL",
+      "MSFT"
+    ]);
+  });
+
+  it("parses watchlist input tokens and removes duplicates", () => {
+    expect(parseWatchlistInput(" aapl, msft  nvda\nNVDA ")).toEqual([
+      "AAPL",
+      "MSFT",
+      "NVDA"
+    ]);
+  });
+
+  it("builds runtime summary labels", () => {
+    expect(buildRuntimeSummaryLabel({
+      schedule_mode: "daily",
+      trigger_time: "09:30",
+      max_comm_cycles: 3
+    })).toBe("调度 daily / 09:30 ET / 讨论 3 轮");
+
+    expect(buildRuntimeSummaryLabel({
+      schedule_mode: "intraday",
+      interval_minutes: 15,
+      max_comm_cycles: 2
+    })).toBe("调度 intraday / 15m / 讨论 2 轮");
+  });
+});

frontend/src/services/websocket.js

@@ -24,13 +24,13 @@ export async function fetchGatewayPort() {
     if (data.is_running && data.port) {
       cachedGatewayPort = data.port;
       cachedWsUrl = data.ws_url;
-      return { port: data.port, wsUrl: data.ws_url };
+      return { status: "running", port: data.port, wsUrl: data.ws_url };
     }
 
-    return null;
+    return { status: "stopped", port: data.port || null, wsUrl: data.ws_url || null };
   } catch (error) {
     console.warn('[Gateway] Failed to fetch port:', error);
-    return null;
+    return { status: "unavailable", port: null, wsUrl: null };
   }
 }
 
@@ -86,15 +86,29 @@ export class ReadOnlyClient {
     // Resolve WebSocket URL if not set
     let targetUrl = this.wsUrl;
     if (!targetUrl) {
-      // Try to fetch from API first
       const gatewayInfo = await fetchGatewayPort();
-      if (gatewayInfo) {
+      if (gatewayInfo?.status === "running" && gatewayInfo.wsUrl) {
         targetUrl = gatewayInfo.wsUrl;
         console.log(`[WebSocket] Resolved Gateway port: ${gatewayInfo.port}`);
-      } else {
+      } else if (gatewayInfo?.status === "unavailable") {
-        // Fallback to default
         targetUrl = WS_URL;
         console.log(`[WebSocket] Using default URL: ${targetUrl}`);
+      } else {
+        this.isConnecting = false;
+        this._safeEmit({
+          type: "system",
+          content: "运行任务尚未启动，等待数据服务上线..."
+        });
+
+        if (this.shouldReconnect) {
+          if (this.reconnectTimer) {
+            clearTimeout(this.reconnectTimer);
+          }
+          this.reconnectTimer = setTimeout(() => {
+            this._connect();
+          }, this.reconnectDelay);
+        }
+        return;
       }
     }
 

frontend/src/store/agentStore.js

@@ -1,58 +1,62 @@
 import { create } from 'zustand';
 
+const resolveValue = (updater, currentValue) => (
+  typeof updater === 'function' ? updater(currentValue) : updater
+);
+
 /**
  * Agent Store - Agent skills, profiles, workspaces
  */
 export const useAgentStore = create((set) => ({
   // Selected agent for skill/workspace editing
   selectedSkillAgentId: null,
-  setSelectedSkillAgentId: (selectedSkillAgentId) => set({ selectedSkillAgentId }),
+  setSelectedSkillAgentId: (selectedSkillAgentId) => set((state) => ({ selectedSkillAgentId: resolveValue(selectedSkillAgentId, state.selectedSkillAgentId) })),
 
   // Agent profiles
   agentProfilesByAgent: {},
-  setAgentProfilesByAgent: (agentProfilesByAgent) => set({ agentProfilesByAgent }),
+  setAgentProfilesByAgent: (agentProfilesByAgent) => set((state) => ({ agentProfilesByAgent: resolveValue(agentProfilesByAgent, state.agentProfilesByAgent) })),
 
   // Agent skills
   agentSkillsByAgent: {},
-  setAgentSkillsByAgent: (agentSkillsByAgent) => set({ agentSkillsByAgent }),
+  setAgentSkillsByAgent: (agentSkillsByAgent) => set((state) => ({ agentSkillsByAgent: resolveValue(agentSkillsByAgent, state.agentSkillsByAgent) })),
 
   // Skill details
   skillDetailsByName: {},
-  setSkillDetailsByName: (skillDetailsByName) => set({ skillDetailsByName }),
+  setSkillDetailsByName: (skillDetailsByName) => set((state) => ({ skillDetailsByName: resolveValue(skillDetailsByName, state.skillDetailsByName) })),
 
   // Local skill drafts
   localSkillDraftsByKey: {},
-  setLocalSkillDraftsByKey: (localSkillDraftsByKey) => set({ localSkillDraftsByKey }),
+  setLocalSkillDraftsByKey: (localSkillDraftsByKey) => set((state) => ({ localSkillDraftsByKey: resolveValue(localSkillDraftsByKey, state.localSkillDraftsByKey) })),
 
   // Loading states
   isAgentSkillsLoading: false,
-  setIsAgentSkillsLoading: (isAgentSkillsLoading) => set({ isAgentSkillsLoading }),
+  setIsAgentSkillsLoading: (isAgentSkillsLoading) => set((state) => ({ isAgentSkillsLoading: resolveValue(isAgentSkillsLoading, state.isAgentSkillsLoading) })),
 
   skillDetailLoadingKey: null,
-  setSkillDetailLoadingKey: (skillDetailLoadingKey) => set({ skillDetailLoadingKey }),
+  setSkillDetailLoadingKey: (skillDetailLoadingKey) => set((state) => ({ skillDetailLoadingKey: resolveValue(skillDetailLoadingKey, state.skillDetailLoadingKey) })),
 
   agentSkillsSavingKey: null,
-  setAgentSkillsSavingKey: (agentSkillsSavingKey) => set({ agentSkillsSavingKey }),
+  setAgentSkillsSavingKey: (agentSkillsSavingKey) => set((state) => ({ agentSkillsSavingKey: resolveValue(agentSkillsSavingKey, state.agentSkillsSavingKey) })),
 
   agentSkillsFeedback: null,
-  setAgentSkillsFeedback: (agentSkillsFeedback) => set({ agentSkillsFeedback }),
+  setAgentSkillsFeedback: (agentSkillsFeedback) => set((state) => ({ agentSkillsFeedback: resolveValue(agentSkillsFeedback, state.agentSkillsFeedback) })),
 
   // Workspace files
   selectedWorkspaceFile: null,
-  setSelectedWorkspaceFile: (selectedWorkspaceFile) => set({ selectedWorkspaceFile }),
+  setSelectedWorkspaceFile: (selectedWorkspaceFile) => set((state) => ({ selectedWorkspaceFile: resolveValue(selectedWorkspaceFile, state.selectedWorkspaceFile) })),
 
   workspaceFilesByAgent: {},
-  setWorkspaceFilesByAgent: (workspaceFilesByAgent) => set({ workspaceFilesByAgent }),
+  setWorkspaceFilesByAgent: (workspaceFilesByAgent) => set((state) => ({ workspaceFilesByAgent: resolveValue(workspaceFilesByAgent, state.workspaceFilesByAgent) })),
 
   workspaceDraftContent: '',
-  setWorkspaceDraftContent: (workspaceDraftContent) => set({ workspaceDraftContent }),
+  setWorkspaceDraftContent: (workspaceDraftContent) => set((state) => ({ workspaceDraftContent: resolveValue(workspaceDraftContent, state.workspaceDraftContent) })),
 
   isWorkspaceFileLoading: false,
-  setIsWorkspaceFileLoading: (isWorkspaceFileLoading) => set({ isWorkspaceFileLoading }),
+  setIsWorkspaceFileLoading: (isWorkspaceFileLoading) => set((state) => ({ isWorkspaceFileLoading: resolveValue(isWorkspaceFileLoading, state.isWorkspaceFileLoading) })),
 
   workspaceFileSavingKey: null,
-  setWorkspaceFileSavingKey: (workspaceFileSavingKey) => set({ workspaceFileSavingKey }),
+  setWorkspaceFileSavingKey: (workspaceFileSavingKey) => set((state) => ({ workspaceFileSavingKey: resolveValue(workspaceFileSavingKey, state.workspaceFileSavingKey) })),
 
   workspaceFileFeedback: null,
-  setWorkspaceFileFeedback: (workspaceFileFeedback) => set({ workspaceFileFeedback }),
+  setWorkspaceFileFeedback: (workspaceFileFeedback) => set((state) => ({ workspaceFileFeedback: resolveValue(workspaceFileFeedback, state.workspaceFileFeedback) })),
 }));

frontend/src/store/marketStore.js

@@ -1,44 +1,48 @@
 import { create } from 'zustand';
 
+const resolveValue = (updater, currentValue) => (
+  typeof updater === 'function' ? updater(currentValue) : updater
+);
+
 /**
  * Market Store - Market data, stock prices, news
  */
 export const useMarketStore = create((set) => ({
   // Ticker prices
   tickers: [],
-  setTickers: (tickers) => set({ tickers }),
+  setTickers: (tickers) => set((state) => ({ tickers: resolveValue(tickers, state.tickers) })),
   rollingTickers: {},
-  setRollingTickers: (rollingTickers) => set({ rollingTickers }),
+  setRollingTickers: (rollingTickers) => set((state) => ({ rollingTickers: resolveValue(rollingTickers, state.rollingTickers) })),
 
   // Price history
   priceHistoryByTicker: {},
-  setPriceHistoryByTicker: (priceHistoryByTicker) => set({ priceHistoryByTicker }),
+  setPriceHistoryByTicker: (priceHistoryByTicker) => set((state) => ({ priceHistoryByTicker: resolveValue(priceHistoryByTicker, state.priceHistoryByTicker) })),
 
   // OHLC history
   ohlcHistoryByTicker: {},
-  setOhlcHistoryByTicker: (ohlcHistoryByTicker) => set({ ohlcHistoryByTicker }),
+  setOhlcHistoryByTicker: (ohlcHistoryByTicker) => set((state) => ({ ohlcHistoryByTicker: resolveValue(ohlcHistoryByTicker, state.ohlcHistoryByTicker) })),
 
   // History source tracking
   historySourceByTicker: {},
-  setHistorySourceByTicker: (historySourceByTicker) => set({ historySourceByTicker }),
+  setHistorySourceByTicker: (historySourceByTicker) => set((state) => ({ historySourceByTicker: resolveValue(historySourceByTicker, state.historySourceByTicker) })),
 
   // Explain events
   explainEventsByTicker: {},
-  setExplainEventsByTicker: (explainEventsByTicker) => set({ explainEventsByTicker }),
+  setExplainEventsByTicker: (explainEventsByTicker) => set((state) => ({ explainEventsByTicker: resolveValue(explainEventsByTicker, state.explainEventsByTicker) })),
 
   // Selected explain symbol
   selectedExplainSymbol: '',
-  setSelectedExplainSymbol: (selectedExplainSymbol) => set({ selectedExplainSymbol }),
+  setSelectedExplainSymbol: (selectedExplainSymbol) => set((state) => ({ selectedExplainSymbol: resolveValue(selectedExplainSymbol, state.selectedExplainSymbol) })),
 
   // News by ticker
   newsByTicker: {},
-  setNewsByTicker: (newsByTicker) => set({ newsByTicker }),
+  setNewsByTicker: (newsByTicker) => set((state) => ({ newsByTicker: resolveValue(newsByTicker, state.newsByTicker) })),
 
   // Insider trades
   insiderTradesByTicker: {},
-  setInsiderTradesByTicker: (insiderTradesByTicker) => set({ insiderTradesByTicker }),
+  setInsiderTradesByTicker: (insiderTradesByTicker) => set((state) => ({ insiderTradesByTicker: resolveValue(insiderTradesByTicker, state.insiderTradesByTicker) })),
 
   // Technical indicators
   technicalIndicatorsByTicker: {},
-  setTechnicalIndicatorsByTicker: (technicalIndicatorsByTicker) => set({ technicalIndicatorsByTicker }),
+  setTechnicalIndicatorsByTicker: (technicalIndicatorsByTicker) => set((state) => ({ technicalIndicatorsByTicker: resolveValue(technicalIndicatorsByTicker, state.technicalIndicatorsByTicker) })),
 }));

frontend/src/store/portfolioStore.js

@@ -1,5 +1,9 @@
 import { create } from 'zustand';
 
+const resolveValue = (updater, currentValue) => (
+  typeof updater === 'function' ? updater(currentValue) : updater
+);
+
 /**
  * Portfolio Store - Portfolio data, holdings, trades, statistics
  */
@@ -18,21 +22,21 @@ export const usePortfolioStore = create((set) => ({
     baseline_vw_return: 0,
     momentum_return: 0,
   },
-  setPortfolioData: (portfolioData) => set({ portfolioData }),
+  setPortfolioData: (portfolioData) => set((state) => ({ portfolioData: resolveValue(portfolioData, state.portfolioData) })),
 
   // Holdings
   holdings: [],
-  setHoldings: (holdings) => set({ holdings }),
+  setHoldings: (holdings) => set((state) => ({ holdings: resolveValue(holdings, state.holdings) })),
 
   // Trades
   trades: [],
-  setTrades: (trades) => set({ trades }),
+  setTrades: (trades) => set((state) => ({ trades: resolveValue(trades, state.trades) })),
 
   // Statistics
   stats: null,
-  setStats: (stats) => set({ stats }),
+  setStats: (stats) => set((state) => ({ stats: resolveValue(stats, state.stats) })),
 
   // Leaderboard
   leaderboard: [],
-  setLeaderboard: (leaderboard) => set({ leaderboard }),
+  setLeaderboard: (leaderboard) => set((state) => ({ leaderboard: resolveValue(leaderboard, state.leaderboard) })),
 }));

frontend/src/store/runtimeStore.js

@@ -1,5 +1,9 @@
 import { create } from 'zustand';
 
+const resolveValue = (updater, currentValue) => (
+  typeof updater === 'function' ? updater(currentValue) : updater
+);
+
 /**
  * Runtime Store - Connection state and runtime configuration
  */
@@ -7,59 +11,62 @@ export const useRuntimeStore = create((set) => ({
   // Connection state
   isConnected: false,
   connectionStatus: 'connecting', // 'connecting' | 'connected' | 'disconnected'
-  setIsConnected: (isConnected) => set({ isConnected }),
+  setIsConnected: (isConnected) => set((state) => ({ isConnected: resolveValue(isConnected, state.isConnected) })),
-  setConnectionStatus: (connectionStatus) => set({ connectionStatus }),
+  setConnectionStatus: (connectionStatus) => set((state) => ({ connectionStatus: resolveValue(connectionStatus, state.connectionStatus) })),
 
   // System state
   systemStatus: 'initializing', // 'initializing' | 'running' | 'completed'
   currentDate: null,
-  setSystemStatus: (systemStatus) => set({ systemStatus }),
+  setSystemStatus: (systemStatus) => set((state) => ({ systemStatus: resolveValue(systemStatus, state.systemStatus) })),
-  setCurrentDate: (currentDate) => set({ currentDate }),
+  setCurrentDate: (currentDate) => set((state) => ({ currentDate: resolveValue(currentDate, state.currentDate) })),
 
   // Progress
   progress: { current: 0, total: 0 },
-  setProgress: (progress) => set({ progress }),
+  setProgress: (progress) => set((state) => ({ progress: resolveValue(progress, state.progress) })),
 
   // Server mode
   serverMode: null, // 'live' | 'backtest' | null
-  setServerMode: (serverMode) => set({ serverMode }),
+  setServerMode: (serverMode) => set((state) => ({ serverMode: resolveValue(serverMode, state.serverMode) })),
 
   // Market status
   marketStatus: null,
   virtualTime: null,
-  setMarketStatus: (marketStatus) => set({ marketStatus }),
+  setMarketStatus: (marketStatus) => set((state) => ({ marketStatus: resolveValue(marketStatus, state.marketStatus) })),
-  setVirtualTime: (virtualTime) => set({ virtualTime }),
+  setVirtualTime: (virtualTime) => set((state) => ({ virtualTime: resolveValue(virtualTime, state.virtualTime) })),
 
   // Data sources
   dataSources: null,
-  setDataSources: (dataSources) => set({ dataSources }),
+  setDataSources: (dataSources) => set((state) => ({ dataSources: resolveValue(dataSources, state.dataSources) })),
 
   // Runtime config
   runtimeConfig: null,
-  setRuntimeConfig: (runtimeConfig) => set({ runtimeConfig }),
+  setRuntimeConfig: (runtimeConfig) => set((state) => ({ runtimeConfig: resolveValue(runtimeConfig, state.runtimeConfig) })),
 
   // Watchlist panel
   isWatchlistPanelOpen: false,
-  setIsWatchlistPanelOpen: (isWatchlistPanelOpen) => set({ isWatchlistPanelOpen }),
+  setIsWatchlistPanelOpen: (isWatchlistPanelOpen) => set((state) => ({ isWatchlistPanelOpen: resolveValue(isWatchlistPanelOpen, state.isWatchlistPanelOpen) })),
 
   // Watchlist draft
   watchlistDraftSymbols: [],
   watchlistInputValue: '',
   watchlistFeedback: null,
   isWatchlistSaving: false,
-  setWatchlistDraftSymbols: (watchlistDraftSymbols) => set({ watchlistDraftSymbols }),
+  setWatchlistDraftSymbols: (watchlistDraftSymbols) => set((state) => ({ watchlistDraftSymbols: resolveValue(watchlistDraftSymbols, state.watchlistDraftSymbols) })),
-  setWatchlistInputValue: (watchlistInputValue) => set({ watchlistInputValue }),
+  setWatchlistInputValue: (watchlistInputValue) => set((state) => ({ watchlistInputValue: resolveValue(watchlistInputValue, state.watchlistInputValue) })),
-  setWatchlistFeedback: (watchlistFeedback) => set({ watchlistFeedback }),
+  setWatchlistFeedback: (watchlistFeedback) => set((state) => ({ watchlistFeedback: resolveValue(watchlistFeedback, state.watchlistFeedback) })),
-  setIsWatchlistSaving: (isWatchlistSaving) => set({ isWatchlistSaving }),
+  setIsWatchlistSaving: (isWatchlistSaving) => set((state) => ({ isWatchlistSaving: resolveValue(isWatchlistSaving, state.isWatchlistSaving) })),
 
   // Runtime settings panel
   isRuntimeSettingsOpen: false,
-  setIsRuntimeSettingsOpen: (isRuntimeSettingsOpen) => set({ isRuntimeSettingsOpen }),
+  setIsRuntimeSettingsOpen: (isRuntimeSettingsOpen) => set((state) => ({ isRuntimeSettingsOpen: resolveValue(isRuntimeSettingsOpen, state.isRuntimeSettingsOpen) })),
 
   // Runtime config drafts
+  launchModeDraft: 'fresh',
+  restoreRunIdDraft: '',
+  runtimeHistoryRuns: [],
   scheduleModeDraft: 'daily',
   intervalMinutesDraft: '60',
-  triggerTimeDraft: '09:30',
+  triggerTimeDraft: 'now',
   maxCommCyclesDraft: '2',
   initialCashDraft: '100000',
   marginRequirementDraft: '0',
@@ -68,23 +75,28 @@ export const useRuntimeStore = create((set) => ({
   pollIntervalDraft: '10',
   startDateDraft: '',
   endDateDraft: '',
-  enableMockDraft: false,
+  setLaunchModeDraft: (launchModeDraft) => set((state) => ({ launchModeDraft: resolveValue(launchModeDraft, state.launchModeDraft) })),
-  setScheduleModeDraft: (scheduleModeDraft) => set({ scheduleModeDraft }),
+  setRestoreRunIdDraft: (restoreRunIdDraft) => set((state) => ({ restoreRunIdDraft: resolveValue(restoreRunIdDraft, state.restoreRunIdDraft) })),
-  setIntervalMinutesDraft: (intervalMinutesDraft) => set({ intervalMinutesDraft }),
+  setRuntimeHistoryRuns: (runtimeHistoryRuns) => set((state) => ({ runtimeHistoryRuns: resolveValue(runtimeHistoryRuns, state.runtimeHistoryRuns) })),
-  setTriggerTimeDraft: (triggerTimeDraft) => set({ triggerTimeDraft }),
+  setScheduleModeDraft: (scheduleModeDraft) => set((state) => ({ scheduleModeDraft: resolveValue(scheduleModeDraft, state.scheduleModeDraft) })),
-  setMaxCommCyclesDraft: (maxCommCyclesDraft) => set({ maxCommCyclesDraft }),
+  setIntervalMinutesDraft: (intervalMinutesDraft) => set((state) => ({ intervalMinutesDraft: resolveValue(intervalMinutesDraft, state.intervalMinutesDraft) })),
-  setInitialCashDraft: (initialCashDraft) => set({ initialCashDraft }),
+  setTriggerTimeDraft: (triggerTimeDraft) => set((state) => ({ triggerTimeDraft: resolveValue(triggerTimeDraft, state.triggerTimeDraft) })),
-  setMarginRequirementDraft: (marginRequirementDraft) => set({ marginRequirementDraft }),
+  setMaxCommCyclesDraft: (maxCommCyclesDraft) => set((state) => ({ maxCommCyclesDraft: resolveValue(maxCommCyclesDraft, state.maxCommCyclesDraft) })),
-  setEnableMemoryDraft: (enableMemoryDraft) => set({ enableMemoryDraft }),
+  setInitialCashDraft: (initialCashDraft) => set((state) => ({ initialCashDraft: resolveValue(initialCashDraft, state.initialCashDraft) })),
-  setModeDraft: (modeDraft) => set({ modeDraft }),
+  setMarginRequirementDraft: (marginRequirementDraft) => set((state) => ({ marginRequirementDraft: resolveValue(marginRequirementDraft, state.marginRequirementDraft) })),
-  setPollIntervalDraft: (pollIntervalDraft) => set({ pollIntervalDraft }),
+  setEnableMemoryDraft: (enableMemoryDraft) => set((state) => ({ enableMemoryDraft: resolveValue(enableMemoryDraft, state.enableMemoryDraft) })),
-  setStartDateDraft: (startDateDraft) => set({ startDateDraft }),
+  setModeDraft: (modeDraft) => set((state) => ({ modeDraft: resolveValue(modeDraft, state.modeDraft) })),
-  setEndDateDraft: (endDateDraft) => set({ endDateDraft }),
+  setPollIntervalDraft: (pollIntervalDraft) => set((state) => ({ pollIntervalDraft: resolveValue(pollIntervalDraft, state.pollIntervalDraft) })),
-  setEnableMockDraft: (enableMockDraft) => set({ enableMockDraft }),
+  setStartDateDraft: (startDateDraft) => set((state) => ({ startDateDraft: resolveValue(startDateDraft, state.startDateDraft) })),
+  setEndDateDraft: (endDateDraft) => set((state) => ({ endDateDraft: resolveValue(endDateDraft, state.endDateDraft) })),
 
   // Runtime config feedback
   runtimeConfigFeedback: null,
   isRuntimeConfigSaving: false,
-  setRuntimeConfigFeedback: (runtimeConfigFeedback) => set({ runtimeConfigFeedback }),
+  setRuntimeConfigFeedback: (runtimeConfigFeedback) => set((state) => ({ runtimeConfigFeedback: resolveValue(runtimeConfigFeedback, state.runtimeConfigFeedback) })),
-  setIsRuntimeConfigSaving: (isRuntimeConfigSaving) => set({ isRuntimeConfigSaving }),
+  setIsRuntimeConfigSaving: (isRuntimeConfigSaving) => set((state) => ({ isRuntimeConfigSaving: resolveValue(isRuntimeConfigSaving, state.isRuntimeConfigSaving) })),
+
+  // Last day history (for replay)
+  lastDayHistory: [],
+  setLastDayHistory: (lastDayHistory) => set((state) => ({ lastDayHistory: resolveValue(lastDayHistory, state.lastDayHistory) })),
 }));

frontend/src/store/uiStore.js

@@ -1,40 +1,44 @@
 import { create } from 'zustand';
 
+const resolveValue = (updater, currentValue) => (
+  typeof updater === 'function' ? updater(currentValue) : updater
+);
+
 /**
  * UI Store - UI state, view management, layout
  */
 export const useUIStore = create((set) => ({
   // Current view
   currentView: 'traders', // 'traders' | 'room' | 'explain' | 'chart' | 'statistics' | 'runtime'
-  setCurrentView: (currentView) => set({ currentView }),
+  setCurrentView: (currentView) => set((state) => ({ currentView: resolveValue(currentView, state.currentView) })),
 
   // Chart tab
   chartTab: 'all',
-  setChartTab: (chartTab) => set({ chartTab }),
+  setChartTab: (chartTab) => set((state) => ({ chartTab: resolveValue(chartTab, state.chartTab) })),
 
   // Initial animation
   isInitialAnimating: true,
-  setIsInitialAnimating: (isInitialAnimating) => set({ isInitialAnimating }),
+  setIsInitialAnimating: (isInitialAnimating) => set((state) => ({ isInitialAnimating: resolveValue(isInitialAnimating, state.isInitialAnimating) })),
 
   // Last update timestamp
   lastUpdate: new Date(),
-  setLastUpdate: (lastUpdate) => set({ lastUpdate }),
+  setLastUpdate: (lastUpdate) => set((state) => ({ lastUpdate: resolveValue(lastUpdate, state.lastUpdate) })),
 
   // Is updating
   isUpdating: false,
-  setIsUpdating: (isUpdating) => set({ isUpdating }),
+  setIsUpdating: (isUpdating) => set((state) => ({ isUpdating: resolveValue(isUpdating, state.isUpdating) })),
 
   // Room bubbles
   bubbles: {},
-  setBubbles: (bubbles) => set({ bubbles }),
+  setBubbles: (bubbles) => set((state) => ({ bubbles: resolveValue(bubbles, state.bubbles) })),
 
   // Resizable panels
   leftWidth: 70,
-  setLeftWidth: (leftWidth) => set({ leftWidth }),
+  setLeftWidth: (leftWidth) => set((state) => ({ leftWidth: resolveValue(leftWidth, state.leftWidth) })),
   isResizing: false,
-  setIsResizing: (isResizing) => set({ isResizing }),
+  setIsResizing: (isResizing) => set((state) => ({ isResizing: resolveValue(isResizing, state.isResizing) })),
 
   // Now timestamp (for current time display)
   now: new Date(),
-  setNow: (now) => set({ now }),
+  setNow: (now) => set((state) => ({ now: resolveValue(now, state.now) })),
 }));

frontend/src/styles/GlobalStyles.jsx

@@ -478,7 +478,7 @@ export default function GlobalStyles() {
         background: #ffffff;
         flex-wrap: wrap;
         position: relative;
-        z-index: 1000;
+        z-index: 10;
       }
 
       .agent-indicator {
@@ -578,11 +578,12 @@ export default function GlobalStyles() {
         left: 0;
         right: 0;
         bottom: 0;
-        z-index: 999;
+        z-index: 700;
       }
 
       .room-scene-wrapper {
         position: relative;
+        overflow: visible;
       }
 
       @keyframes pulse {
@@ -646,7 +647,7 @@ export default function GlobalStyles() {
         display: flex;
         align-items: center;
         justify-content: center;
-        overflow: hidden;
+        overflow: visible;
         padding: 24px;
         position: relative;
       }
@@ -656,6 +657,7 @@ export default function GlobalStyles() {
         display: flex;
         align-items: center;
         justify-content: center;
+        overflow: visible;
       }
 
       .room-canvas {
@@ -666,7 +668,8 @@ export default function GlobalStyles() {
 
       .room-bubble {
         position: absolute;
-        max-width: 300px;
+        max-width: 320px;
+        max-height: 260px;
         font-size: 11px;
         background: #ffffff;
         color: #000000;
@@ -676,6 +679,8 @@ export default function GlobalStyles() {
         font-family: 'IBM Plex Mono', monospace;
         line-height: 1.5;
         animation: bubbleAppear 0.4s cubic-bezier(0.34, 1.56, 0.64, 1);
+        overflow: hidden;
+        z-index: 1500;
       }
 
       @keyframes bubbleAppear {
@@ -708,7 +713,7 @@ export default function GlobalStyles() {
         right: 8px;
         display: flex;
         gap: 4px;
-        z-index: 10;
+        z-index: 1510;
       }
 
       .bubble-jump-btn,
@@ -786,6 +791,9 @@ export default function GlobalStyles() {
         word-wrap: break-word;
         white-space: pre-wrap;
         position: relative;
+        max-height: 180px;
+        overflow-y: auto;
+        padding-right: 4px;
       }
 
       .bubble-expand-btn {

frontend/test-results/.last-run.json

@@ -0,0 +1,4 @@
+{
+  "status": "failed",
+  "failedTests": []
+}

start-dev.sh

@@ -29,13 +29,6 @@ else
     echo -e "${YELLOW}Warning: .env file not found${NC}"
 fi
 
-# Check required environment variables
-if [ -z "$OPENAI_API_KEY" ]; then
-    echo -e "${RED}Error: OPENAI_API_KEY not set${NC}"
-    echo "Please set it in .env file or environment"
-    exit 1
-fi
-
 cd /Users/cillin/workspeace/evotraders
 PIDS=()
 
@@ -50,7 +43,8 @@ start_service() {
         --port "${port}" \
         --reload \
         --reload-dir backend \
-        --log-level info &
+        --log-level warning \
+        --no-access-log &
     PIDS+=($!)
 }