perf: asynchronize and parallelize analysis tools to prevent main loop blocking

Remove legacy AnalystAgent fallback and EVO_AGENT_IDS=legacy test paths.
EvoAgent is now the default for all supported roles.

- Delete runs/_legacy/ backup directory (live/, backtest/, production/)
- Remove test_evo_agent_legacy_mode test
- Remove test_pipeline_create_runtime_analyst_uses_legacy_when_not_in_evo_ids test
- Update TradingPipeline docstring to reflect EvoAgent-only runtime

Constraint: EvoAgent migration completed in prior commits
Scope-risk: narrow (test and comment cleanup only)

backend/agents/base/evo_agent.py

@@ -310,11 +310,12 @@ class EvoAgent(ToolGuardMixin, ReActAgent):
         )
         logger.debug("Registered workspace watch hook")
 
-    async def _reasoning(self, **kwargs) -> Msg:
+    async def _reasoning(self, tool_choice: Optional[str] = None, **kwargs) -> Msg:
         """Override reasoning to execute pre-reasoning hooks.
 
         Args:
-            **kwargs: Arguments for reasoning
+            tool_choice: Optional tool choice for structured output
+            **kwargs: Additional arguments for reasoning
 
         Returns:
             Response message
@@ -327,7 +328,7 @@ class EvoAgent(ToolGuardMixin, ReActAgent):
         )
 
         # Call parent (which may be ToolGuardMixin's _reasoning)
-        return await super()._reasoning(**kwargs)
+        return await super()._reasoning(tool_choice=tool_choice, **kwargs)
 
     def reload_runtime_assets(self, active_skill_dirs: Optional[List[Path]] = None) -> None:
         """Reload toolkit and system prompt from current run assets.
@@ -579,7 +580,7 @@ class EvoAgent(ToolGuardMixin, ReActAgent):
             return
 
         try:
-            self._messenger = AgentMessenger(agent_id=self.agent_id)
+            self._messenger = AgentMessenger()
             self._task_delegator = TaskDelegator(agent=self)
             logger.debug(
                 "Team infrastructure initialized for agent: %s",

backend/agents/base/tool_guard.py

@@ -12,7 +12,7 @@ from __future__ import annotations
 import asyncio
 import json
 import logging
-from datetime import UTC, datetime
+from datetime import datetime, timezone
 from enum import Enum
 
 from typing import Any, Callable, Dict, Iterable, List, Optional, Set
@@ -78,7 +78,7 @@ class ApprovalRecord:
         self.session_id = session_id
         self.status = ApprovalStatus.PENDING
         self.findings = findings or []
-        self.created_at = datetime.now(UTC)
+        self.created_at = datetime.now(timezone.utc)
         self.resolved_at: Optional[datetime] = None
         self.resolved_by: Optional[str] = None
         self.metadata: Dict[str, Any] = {}
@@ -163,7 +163,7 @@ class ToolGuardStore:
             return record
 
         record.status = status
-        record.resolved_at = datetime.now(UTC)
+        record.resolved_at = datetime.now(timezone.utc)
         record.resolved_by = resolved_by
         if notify_request and record.pending_request:
             if status == ApprovalStatus.APPROVED:

backend/agents/workspace_manager.py

@@ -312,12 +312,21 @@ class RunWorkspaceManager:
             "- 审阅分析以理解市场观点\n"
             "- 在做决策前先考虑风险警告\n"
             "- 评估当前投资组合持仓、现金与保证金占用\n"
+            "- 在做最终决策前，先判断当前团队是否足以覆盖任务；如果覆盖不足，不要勉强给结论，先扩编团队\n"
+            "- 当现有团队覆盖不足、观点分歧过大、或出现新的专业分析需求时，优先考虑动态创建合适的分析师，再继续讨论\n"
             "- 决策必须与整体投资目标和风险约束一致\n\n"
+            "动态扩编触发条件：\n"
+            "- 出现当前团队未覆盖的研究领域：期权、宏观、行业专项、事件驱动、监管冲击、加密资产、商品链、特殊市场结构\n"
+            "- 关键 ticker 的结论依赖某种专业知识，但现有 analyst 无法提供直接证据链\n"
+            "- 分析师之间存在明显冲突，且仅靠风险经理无法完成裁决\n"
+            "- 你需要第二个同类型但不同风格的 analyst 来验证一个高风险假设\n\n"
             "决策类型：\n"
             '- `long`：看涨，建议买入\n'
             '- `short`：看跌，建议卖出或做空\n'
             '- `hold`：中性，维持当前持仓\n\n'
             "输出要求：\n"
+            "- 触发扩编条件时，必须先使用动态团队工具创建分析师，并在继续决策前吸收其分析输入\n"
+            "- 不允许口头声称“需要更多分析”但不实际调用创建工具\n"
             "- 使用 `make_decision` 工具记录每个股票的最终决策\n"
             "- 记录完成后给出投资逻辑总结\n"
             "- 最终总结必须使用简体中文\n"
@@ -327,6 +336,10 @@ class RunWorkspaceManager:
             "- 在决定数量时考虑可用现金，不要超出现金允许范围\n"
             "- 考虑做空头寸的保证金要求\n"
             "- 仓位规模相对于组合总资产保持保守\n"
+            "- 当任务涉及当前团队未覆盖的领域（如期权、宏观、行业专项、事件驱动、加密资产等）时，应优先创建或克隆对应分析师，而不是勉强用现有团队输出低质量结论\n"
+            "- 当分析师之间长期存在高冲突且缺乏裁决信息时，应考虑增加一个补充视角的分析师\n"
+            "- 如果你已经识别出覆盖缺口，却没有调用动态团队工具补齐团队，就不应直接输出高置信度交易决策\n"
+            "- 对新创建分析师的输出必须纳入本轮决策依据，不能创建后忽略\n"
             "- 始终为决策提供清晰理由\n"
             "- 不要输出英文投资报告或英文结论\n"
         )

backend/api/guard.py

@@ -7,7 +7,7 @@ Provides REST API endpoints for tool guard operations.
 from __future__ import annotations
 
 from typing import Any, Dict, List, Optional
-from datetime import UTC, datetime
+from datetime import datetime, timezone
 
 from fastapi import APIRouter, HTTPException
 from pydantic import BaseModel, Field
@@ -146,7 +146,7 @@ async def check_tool_call(
 
     if request.tool_name in SAFE_TOOLS:
         record.status = ApprovalStatus.APPROVED
-        record.resolved_at = datetime.now(UTC)
+        record.resolved_at = datetime.now(timezone.utc)
         record.resolved_by = "system"
         STORE.set_status(
             record.approval_id,

backend/api/runtime.py

@@ -7,6 +7,7 @@ import asyncio
 import json
 import logging
 import os
+import re
 import shutil
 import subprocess
 import sys
@@ -154,6 +155,7 @@ class RunContextResponse(BaseModel):
 
 class RuntimeAgentState(BaseModel):
     agent_id: str
+    display_name: Optional[str] = None
     status: str
     last_session: Optional[str] = None
     last_updated: str
@@ -300,6 +302,70 @@ def _load_run_server_state(run_dir: Path) -> Dict[str, Any]:
         return {}
 
 
+def _resolve_runtime_agent_display_name(run_id: str, agent_id: str) -> Optional[str]:
+    """Best-effort display name for one runtime agent.
+
+    Priority:
+    1. PROFILE.md line like `角色定位：中文名`
+    2. PROFILE.md YAML frontmatter field `name`
+    """
+    asset_dir = PROJECT_ROOT / "runs" / run_id / "agents" / agent_id
+    profile_path = asset_dir / "PROFILE.md"
+    if not profile_path.exists():
+        return None
+
+    try:
+        raw = profile_path.read_text(encoding="utf-8").strip()
+    except Exception:
+        return None
+
+    if not raw:
+        return None
+
+    frontmatter_name: Optional[str] = None
+    if raw.startswith("---"):
+        parts = raw.split("---", 2)
+        if len(parts) >= 3:
+            try:
+                import yaml
+                parsed = yaml.safe_load(parts[1].strip()) or {}
+                if isinstance(parsed, dict):
+                    value = parsed.get("name")
+                    if isinstance(value, str) and value.strip():
+                        frontmatter_name = value.strip()
+            except Exception:
+                pass
+            raw = parts[2].strip()
+
+    for line in raw.splitlines():
+        normalized = line.strip()
+        if normalized.startswith("角色定位："):
+            value = normalized.split("：", 1)[1].strip()
+            if value:
+                return value
+        if normalized.lower().startswith("role:"):
+            value = normalized.split(":", 1)[1].strip()
+            if value:
+                return value
+
+    return frontmatter_name
+
+
+def _enrich_runtime_agents(run_id: Optional[str], agents: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
+    if not run_id:
+        return agents
+
+    enriched: List[Dict[str, Any]] = []
+    for item in agents:
+        payload = dict(item)
+        display_name = payload.get("display_name")
+        agent_id = str(payload.get("agent_id") or "").strip()
+        if agent_id and (not isinstance(display_name, str) or not display_name.strip()):
+            payload["display_name"] = _resolve_runtime_agent_display_name(run_id, agent_id)
+        enriched.append(payload)
+    return enriched
+
+
 def _extract_history_metrics(run_dir: Path) -> tuple[int, Optional[float]]:
     """Prefer runtime state files over dashboard exports for history summaries."""
     server_state = _load_run_server_state(run_dir)
@@ -566,10 +632,11 @@ def _validate_gateway_config(bootstrap: Dict[str, Any]) -> List[str]:
     # Check LLM configuration
     model_name = os.getenv("MODEL_NAME")
     openai_key = os.getenv("OPENAI_API_KEY")
+    dashscope_key = os.getenv("DASHSCOPE_API_KEY")
     if not model_name:
         errors.append("MODEL_NAME environment variable is not set")
-    if not openai_key:
-        errors.append("OPENAI_API_KEY environment variable is not set")
+    if not openai_key and not dashscope_key:
+        errors.append("Either OPENAI_API_KEY or DASHSCOPE_API_KEY environment variable must be set")
 
     # Validate tickers
     tickers = bootstrap.get("tickers", [])
@@ -722,7 +789,8 @@ async def get_run_context() -> RunContextResponse:
 async def get_runtime_agents() -> RuntimeAgentsResponse:
     """Return agent states from the active runtime, or latest persisted run."""
     snapshot = _get_active_runtime_snapshot() if _is_gateway_running() else _load_latest_runtime_snapshot()
-    agents = snapshot.get("agents", [])
+    run_id = snapshot.get("context", {}).get("config_name")
+    agents = _enrich_runtime_agents(run_id, snapshot.get("agents", []))
 
     return RuntimeAgentsResponse(
         agents=[RuntimeAgentState(**a) for a in agents]
@@ -869,11 +937,24 @@ def _load_latest_runtime_snapshot() -> Dict[str, Any]:
 
 
 def _get_active_runtime_snapshot() -> Dict[str, Any]:
-    """Return the active runtime snapshot, preferring in-memory manager state."""
+    """Return the active runtime snapshot.
+
+    For a running Gateway, the canonical runtime source of truth is the
+    run-scoped snapshot file under `runs/<run_id>/state/runtime_state.json`,
+    because the Gateway subprocess mutates it directly while the parent
+    runtime_service process may still hold a stale in-memory manager snapshot.
+    """
     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:
+        run_id = str(getattr(manager, "config_name", "") or "").strip()
+        if run_id:
+            snapshot_path = _get_run_dir(run_id) / "state" / "runtime_state.json"
+            if snapshot_path.exists():
+                return json.loads(snapshot_path.read_text(encoding="utf-8"))
+
     if manager is not None and hasattr(manager, "build_snapshot"):
         snapshot = manager.build_snapshot()
         context = snapshot.get("context") or {}
@@ -900,11 +981,32 @@ 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")
+    text = _sanitize_runtime_log_text(text)
     if len(text) <= max_chars:
         return text
     return text[-max_chars:]
 
 
+def _sanitize_runtime_log_text(text: str) -> str:
+    if not text:
+        return ""
+
+    # Drop repetitive development-only warnings for unsandboxed skill execution.
+    text = re.sub(
+        r"(?:^|\n)=+\n"
+        r"⚠️\s+\[安全警告\]\s+技能在无沙盒模式下运行\s+\(SKILL_SANDBOX_MODE=none\)\n"
+        r"\s+技能脚本将直接在当前进程中执行，无隔离保护。\n"
+        r"\s+建议：生产环境请设置\s+SKILL_SANDBOX_MODE=docker\n"
+        r"=+\n?",
+        "\n",
+        text,
+        flags=re.MULTILINE,
+    )
+
+    text = re.sub(r"\n{3,}", "\n\n", text)
+    return text.strip()
+
+
 def _get_current_runtime_context() -> Dict[str, Any]:
     """Return the active runtime context from the latest snapshot."""
     if not _is_gateway_running():

backend/apps/frontend_service.py

@@ -81,7 +81,12 @@ async def proxy_ws(ws: WebSocket):
     await ws.accept()
     upstream = None
     try:
-        upstream = await websockets.asyncio.client.connect(gateway_url)
+        upstream = await websockets.asyncio.client.connect(
+            gateway_url,
+            ping_interval=20,
+            ping_timeout=120,
+            max_size=10 * 1024 * 1024,  # 10MB
+        )
 
         async def client_to_upstream():
             try:

backend/apps/news_service.py

@@ -28,11 +28,11 @@ def create_app() -> FastAPI:
     add_cors_middleware(app)
 
     @app.get("/health")
-    async def health_check() -> dict[str, str]:
+    def health_check() -> dict[str, str]:
         return {"status": "healthy", "service": "news-service"}
 
     @app.get("/api/enriched-news")
-    async def api_get_enriched_news(
+    def api_get_enriched_news(
         ticker: str = Query(..., min_length=1),
         start_date: str | None = Query(None),
         end_date: str | None = Query(None),
@@ -49,7 +49,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/news-for-date")
-    async def api_get_news_for_date(
+    def api_get_news_for_date(
         ticker: str = Query(..., min_length=1),
         date: str = Query(...),
         limit: int = Query(20, ge=1, le=100),
@@ -64,7 +64,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/news-timeline")
-    async def api_get_news_timeline(
+    def api_get_news_timeline(
         ticker: str = Query(..., min_length=1),
         start_date: str = Query(...),
         end_date: str = Query(...),
@@ -79,7 +79,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/categories")
-    async def api_get_categories(
+    def api_get_categories(
         ticker: str = Query(..., min_length=1),
         start_date: str | None = Query(None),
         end_date: str | None = Query(None),
@@ -96,7 +96,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/similar-days")
-    async def api_get_similar_days(
+    def api_get_similar_days(
         ticker: str = Query(..., min_length=1),
         date: str = Query(...),
         n_similar: int = Query(5, ge=1, le=20),
@@ -111,7 +111,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/stories/{ticker}")
-    async def api_get_story(
+    def api_get_story(
         ticker: str,
         as_of_date: str = Query(...),
         store: MarketStore = Depends(get_market_store),
@@ -124,7 +124,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/range-explain")
-    async def api_get_range_explain(
+    def api_get_range_explain(
         ticker: str = Query(..., min_length=1),
         start_date: str = Query(...),
         end_date: str = Query(...),

backend/apps/trading_service.py

@@ -29,12 +29,12 @@ def create_app() -> FastAPI:
     add_cors_middleware(app)
 
     @app.get("/health")
-    async def health_check() -> dict[str, str]:
+    def health_check() -> dict[str, str]:
         """Health check endpoint."""
         return {"status": "healthy", "service": "trading-service"}
 
     @app.get("/api/prices", response_model=PriceResponse)
-    async def api_get_prices(
+    def api_get_prices(
         ticker: str = Query(..., min_length=1),
         start_date: str = Query(...),
         end_date: str = Query(...),
@@ -47,7 +47,7 @@ def create_app() -> FastAPI:
         return PriceResponse(ticker=payload["ticker"], prices=payload["prices"])
 
     @app.get("/api/financials", response_model=FinancialMetricsResponse)
-    async def api_get_financials(
+    def api_get_financials(
         ticker: str = Query(..., min_length=1),
         end_date: str = Query(...),
         period: str = Query("ttm"),
@@ -62,7 +62,7 @@ def create_app() -> FastAPI:
         return FinancialMetricsResponse(financial_metrics=payload["financial_metrics"])
 
     @app.get("/api/news", response_model=CompanyNewsResponse)
-    async def api_get_news(
+    def api_get_news(
         ticker: str = Query(..., min_length=1),
         end_date: str = Query(...),
         start_date: str | None = Query(None),
@@ -77,7 +77,7 @@ def create_app() -> FastAPI:
         return CompanyNewsResponse(news=payload["news"])
 
     @app.get("/api/insider-trades", response_model=InsiderTradeResponse)
-    async def api_get_insider_trades(
+    def api_get_insider_trades(
         ticker: str = Query(..., min_length=1),
         end_date: str = Query(...),
         start_date: str | None = Query(None),
@@ -92,12 +92,12 @@ def create_app() -> FastAPI:
         return InsiderTradeResponse(insider_trades=payload["insider_trades"])
 
     @app.get("/api/market/status")
-    async def api_get_market_status() -> dict[str, Any]:
+    def api_get_market_status() -> dict[str, Any]:
         """Return current market status using the existing market service logic."""
         return trading_domain.get_market_status_payload()
 
     @app.get("/api/market-cap")
-    async def api_get_market_cap(
+    def api_get_market_cap(
         ticker: str = Query(..., min_length=1),
         end_date: str = Query(...),
     ) -> dict[str, Any]:
@@ -108,7 +108,7 @@ def create_app() -> FastAPI:
         )
 
     @app.get("/api/line-items", response_model=LineItemResponse)
-    async def api_get_line_items(
+    def api_get_line_items(
         ticker: str = Query(..., min_length=1),
         line_items: list[str] = Query(...),
         end_date: str = Query(...),

backend/config/agent_profiles.yaml

@@ -27,8 +27,10 @@ valuation_analyst:
 portfolio_manager:
   skills:
     - portfolio_decisioning
+    - dynamic_team_management
   active_tool_groups:
     - portfolio_ops
+    - dynamic_team
 
 risk_manager:
   skills:

backend/core/pipeline.py

@@ -6,11 +6,13 @@ Core Pipeline - Orchestrates multi-agent analysis and decision-making
 # flake8: noqa: E501
 # pylint: disable=W0613,C0301
 
+import asyncio
 import json
 import logging
 import os
 import re
 from contextlib import nullcontext
+from datetime import datetime
 from pathlib import Path
 from typing import Any, Awaitable, Callable, Dict, List, Optional
 
@@ -32,7 +34,7 @@ from backend.agents.toolkit_factory import create_agent_toolkit
 from backend.agents.workspace_manager import WorkspaceManager
 from backend.agents.prompt_loader import get_prompt_loader
 from backend.llm.models import get_agent_formatter, get_agent_model
-from backend.config.constants import ANALYST_TYPES
+from backend.config.constants import ANALYST_TYPES, AGENT_CONFIG
 from backend.agents.dynamic_team_types import AnalystConfig
 from backend.tools.dynamic_team_tools import DynamicTeamController, set_controller
 
@@ -70,12 +72,10 @@ def _resolve_evo_agent_ids() -> set[str]:
 # Team infrastructure imports (graceful import - may not exist yet)
 try:
     from backend.agents.team.team_coordinator import TeamCoordinator
-    from backend.agents.team.msg_hub import MsgHub as TeamMsgHub
     TEAM_COORD_AVAILABLE = True
 except ImportError:
     TEAM_COORD_AVAILABLE = False
     TeamCoordinator = None
-    TeamMsgHub = None
 
 
 logger = logging.getLogger(__name__)
@@ -103,7 +103,7 @@ class TradingPipeline:
 
     Real-time updates via StateSync after each agent completes.
 
-    Supports both legacy agent lists and run-scoped agent loading.
+    Supports run-scoped EvoAgent loading with workspace-driven configuration.
     """
 
     def __init__(
@@ -142,7 +142,7 @@ class TradingPipeline:
         self._team_controller = DynamicTeamController(
             create_callback=self._create_runtime_analyst,
             remove_callback=self._remove_runtime_analyst,
-            get_analysts_callback=self._all_analysts,
+            get_analysts_callback=lambda: self._all_analysts() + [self.risk_manager, self.pm],
         )
         set_controller(self._team_controller)
 
@@ -230,8 +230,25 @@ class TradingPipeline:
                 "system",
             ),
         ):
-            # Phase 1.1: Analysts
+            # Phase 1.0: PM assesses team coverage and expands if needed
             if not last_phase or last_phase == "cleared":
+                _log("Phase 1.0: Team gap assessment")
+                await self._run_team_gap_assessment(
+                    tickers=tickers,
+                    date=date,
+                    prices=prices,
+                )
+                active_analysts = self._get_active_analysts()
+                if self.runtime_manager:
+                    self._runtime_batch_status(active_analysts, "analysis_in_progress")
+                self._save_checkpoint(session_key, "team_assessment", {
+                    "prices": prices,
+                    "close_prices": close_prices,
+                })
+                last_phase = "team_assessment"
+
+            # Phase 1.1: Analysts
+            if last_phase == "team_assessment":
                 _log("Phase 1.1: Analyst analysis (parallel)")
                 analyst_results = await self._run_analysts_parallel(
                     tickers,
@@ -754,6 +771,7 @@ class TradingPipeline:
             await self.state_sync.on_agent_complete(
                 agent_id="Daily Log",
                 content=reflection_content,
+                agent_name="每日记录",
             )
 
         # Phase 6: APO (Autonomous Policy Optimization)
@@ -1020,12 +1038,13 @@ class TradingPipeline:
 
                 pm_msg = Msg(name="system", content=pm_prompt, role="user")
                 pm_response = await self.pm.reply(pm_msg)
+                pm_content = self._extract_text_content(pm_response.content)
 
                 if self.state_sync:
-                    pm_content = self._extract_text_content(pm_response.content)
                     await self.state_sync.on_conference_message(
                         agent_id="portfolio_manager",
                         content=pm_content,
+                        agent_name=self._resolve_agent_display_name("portfolio_manager"),
                     )
 
                 # Analysts share perspectives (supports per-round active team updates)
@@ -1050,6 +1069,7 @@ class TradingPipeline:
                         await self.state_sync.on_conference_message(
                             agent_id=analyst.name,
                             content=analyst_content,
+                            agent_name=self._resolve_agent_display_name(analyst.name),
                         )
 
                 if self.state_sync:
@@ -1082,6 +1102,7 @@ class TradingPipeline:
             await self.state_sync.on_conference_message(
                 agent_id="conference summary",
                 content=conference_summary,
+                agent_name="会议总结",
             )
             await self.state_sync.on_conference_end()
 
@@ -1139,6 +1160,116 @@ class TradingPipeline:
                 f"and any remaining concerns about {', '.join(tickers)}."
             )
 
+    async def _run_team_gap_assessment(
+        self,
+        *,
+        tickers: List[str],
+        date: str,
+        prices: Optional[Dict[str, float]],
+    ) -> str:
+        active_analysts = self._get_active_analysts()
+        team_summary = [
+            {
+                "agent_id": analyst.name,
+                "display_name": self._resolve_agent_display_name(analyst.name),
+            }
+            for analyst in active_analysts
+        ]
+        prompt = (
+            f"As Portfolio Manager, perform a team coverage assessment before analysis for {date}.\n\n"
+            f"Tickers: {', '.join(tickers)}\n"
+            f"Current team: {json.dumps(team_summary, ensure_ascii=False, indent=2)}\n"
+            f"Current prices snapshot: {json.dumps(prices, ensure_ascii=False, indent=2) if prices else 'N/A'}\n\n"
+            "Your job in this phase is not to make investment decisions. "
+            "First decide whether the current team has enough domain coverage. "
+            "If the team is insufficient, immediately call dynamic team tools to create or clone the needed analysts now. "
+            "Before creating any analyst, explicitly check whether an existing analyst already covers that role. "
+            "Do not create duplicate roles with different IDs but the same responsibilities. "
+            "If the current team is sufficient, explicitly say the current team is sufficient and explain why."
+        )
+        msg = Msg(name="system", content=prompt, role="user")
+        response = await self.pm.reply(msg)
+        pm_content = self._extract_text_content(response.content)
+        enforced_pm_content = await self._enforce_pm_team_expansion_if_needed(
+            tickers=tickers,
+            date=date,
+            pm_content=pm_content,
+        )
+        if enforced_pm_content:
+            pm_content = enforced_pm_content
+
+        if self.state_sync:
+            await self.state_sync.on_agent_complete(
+                agent_id="portfolio_manager",
+                agent_name=self._resolve_agent_display_name("portfolio_manager"),
+                content=pm_content,
+            )
+
+        return pm_content
+
+    def _pm_requests_team_expansion(self, text: str) -> bool:
+        normalized = (text or "").strip().lower()
+        if not normalized:
+            return False
+
+        phrases = [
+            "创建",
+            "新增分析师",
+            "补充分析师",
+            "扩编团队",
+            "需要行业分析师",
+            "需要量化分析师",
+            "需要宏观分析师",
+            "需要补充",
+            "先扩编",
+            "create analyst",
+            "create a new analyst",
+            "add analyst",
+            "expand the team",
+            "need a specialist",
+            "need another analyst",
+        ]
+        return any(phrase in normalized for phrase in phrases)
+
+    async def _enforce_pm_team_expansion_if_needed(
+        self,
+        *,
+        tickers: List[str],
+        date: str,
+        pm_content: str,
+    ) -> Optional[str]:
+        if not self._pm_requests_team_expansion(pm_content):
+            return None
+
+        before_ids = {agent.name for agent in self._get_active_analysts()}
+
+        followup_prompt = (
+            f"You identified a team coverage gap for {date} across {', '.join(tickers)}. "
+            "This is still the pre-analysis team assessment phase. "
+            "Do not merely recommend adding analysts. If additional analysts are needed, "
+            "you must now call the dynamic team tools (`create_analyst` or `clone_analyst`) "
+            "to add the required specialists before analyst analysis begins. "
+            "Only after the tool call succeeds may you explain why the new analysts were added. "
+            "If you truly believe the current team is sufficient, explicitly say the current team is sufficient."
+        )
+        followup_msg = Msg(name="system", content=followup_prompt, role="user")
+        followup_response = await self.pm.reply(followup_msg)
+        followup_content = self._extract_text_content(followup_response.content)
+        after_ids = {agent.name for agent in self._get_active_analysts()}
+
+        if after_ids != before_ids:
+            created = sorted(after_ids - before_ids)
+            logger.info(
+                "PM team expansion enforced successfully before analysis; added analysts=%s",
+                created,
+            )
+        else:
+            logger.info(
+                "PM mentioned expansion in team assessment but did not add analysts after enforcement prompt",
+            )
+
+        return followup_content
+
     def _build_analyst_discussion_prompt(
         self,
         cycle: int,
@@ -1152,6 +1283,88 @@ class TradingPipeline:
             f"Do not use tools - focus on sharing your professional opinion."
         )
 
+    def _resolve_agent_display_name(self, agent_id: str) -> str:
+        runtime_name = None
+        if self.runtime_manager:
+            state = self.runtime_manager.get_agent_state(agent_id)
+            runtime_name = getattr(state, "display_name", None) if state else None
+        if isinstance(runtime_name, str) and runtime_name.strip():
+            return runtime_name.strip()
+
+        static_name = AGENT_CONFIG.get(agent_id, {}).get("name")
+        if isinstance(static_name, str) and static_name.strip():
+            return static_name.strip()
+
+        profile_path = Path(__file__).resolve().parents[2] / "runs" / self.runtime_manager.config_name / "agents" / agent_id / "PROFILE.md" if self.runtime_manager else None
+        if profile_path and profile_path.exists():
+            try:
+                raw = profile_path.read_text(encoding="utf-8")
+                for line in raw.splitlines():
+                    text = line.strip()
+                    if text.startswith("角色定位："):
+                        value = text.split("：", 1)[1].strip()
+                        if value:
+                            return value
+            except Exception:
+                pass
+
+        return agent_id
+
+    @staticmethod
+    def _normalize_role_key(value: str) -> str:
+        normalized = (value or "").strip().lower()
+        normalized = normalized.replace("_", "")
+        normalized = normalized.replace(" ", "")
+        replacements = {
+            "analyst": "分析师",
+            "macro": "宏观",
+            "technical": "技术",
+            "tech": "技术",
+            "sentiment": "情绪",
+            "fundamentals": "基本面",
+            "fundamental": "基本面",
+            "valuation": "估值",
+            "crypto": "加密",
+            "cryptocurrency": "加密",
+            "semiconductor": "半导体",
+            "industry": "行业",
+            "sector": "行业",
+            "risk": "风险",
+        }
+        for src, target in replacements.items():
+            normalized = normalized.replace(src, target)
+        return normalized
+
+    @staticmethod
+    def _contains_cjk(value: str) -> bool:
+        text = (value or "").strip()
+        return any("\u4e00" <= ch <= "\u9fff" for ch in text)
+
+    def _find_similar_existing_analyst(
+        self,
+        *,
+        agent_id: str,
+        analyst_type: str,
+        custom_config: Optional[AnalystConfig],
+    ) -> Optional[str]:
+        requested_names = {self._normalize_role_key(agent_id)}
+        if custom_config and custom_config.persona and custom_config.persona.name:
+            requested_names.add(self._normalize_role_key(custom_config.persona.name))
+
+        for agent in self._all_analysts():
+            existing_id = getattr(agent, "name", None) or getattr(agent, "agent_id", None)
+            if not existing_id or existing_id == agent_id:
+                continue
+
+            existing_names = {
+                self._normalize_role_key(existing_id),
+                self._normalize_role_key(self._resolve_agent_display_name(existing_id)),
+            }
+            if requested_names & existing_names:
+                return existing_id
+
+        return None
+
     async def _collect_final_predictions(
         self,
         tickers: List[str],
@@ -1300,6 +1513,7 @@ class TradingPipeline:
                 await self.state_sync.on_agent_complete(
                     agent_id=analyst.name,
                     content=text_content,
+                    agent_name=self._resolve_agent_display_name(analyst.name),
                 )
 
         return results
@@ -1375,6 +1589,7 @@ class TradingPipeline:
                     await self.state_sync.on_agent_complete(
                         agent_id=analyst.name,
                         content=text_content,
+                        agent_name=self._resolve_agent_display_name(analyst.name),
                     )
             else:
                 logger.warning(
@@ -1456,6 +1671,7 @@ class TradingPipeline:
             await self.state_sync.on_agent_complete(
                 agent_id="risk_manager",
                 content=text_content,
+                agent_name=self._resolve_agent_display_name("risk_manager"),
             )
 
         return extracted
@@ -1542,6 +1758,7 @@ class TradingPipeline:
             await self.state_sync.on_agent_complete(
                 agent_id="portfolio_manager",
                 content=text_content,
+                agent_name=self._resolve_agent_display_name("portfolio_manager"),
             )
 
         return extracted
@@ -1776,8 +1993,29 @@ class TradingPipeline:
                 f"Available: {', '.join(ANALYST_TYPES.keys())}. "
                 f"Or provide custom_config to create a custom analyst."
             )
+        display_name = (
+            custom_config.persona.name
+            if custom_config and custom_config.persona and custom_config.persona.name
+            else ""
+        )
+        if not self._contains_cjk(display_name):
+            return (
+                f"Analyst '{agent_id}' requires a Chinese display name. "
+                "Please provide `name` in Chinese characters when creating dynamic analysts."
+            )
         if agent_id in {agent.name for agent in self._all_analysts()}:
             return f"Analyst '{agent_id}' already exists."
+        similar_existing = self._find_similar_existing_analyst(
+            agent_id=agent_id,
+            analyst_type=analyst_type,
+            custom_config=custom_config,
+        )
+        if similar_existing:
+            return (
+                f"Analyst '{agent_id}' is too similar to existing analyst "
+                f"'{similar_existing}'. Reuse or clone the existing analyst instead of "
+                f"creating a duplicate role."
+            )
 
         config_name = getattr(self.pm, "config", {}).get("config_name", "default")
         project_root = Path(__file__).resolve().parents[2]
@@ -1860,6 +2098,48 @@ class TradingPipeline:
         setattr(agent, "workspace_id", config_name)
         self._dynamic_analysts[agent_id] = agent
 
+        if self.runtime_manager:
+            display_name = None
+            if custom_config and custom_config.persona and custom_config.persona.name:
+                display_name = custom_config.persona.name
+            self.runtime_manager.register_agent(
+                agent_id,
+                display_name=display_name,
+            )
+            self.runtime_manager.log_event(
+                "agent:created",
+                {
+                    "agent_id": agent_id,
+                    "analyst_type": analyst_type,
+                    "display_name": display_name,
+                },
+            )
+        logger.info(
+            "Dynamic analyst created: agent_id=%s analyst_type=%s custom=%s",
+            agent_id,
+            analyst_type,
+            bool(custom_config),
+        )
+        if self.state_sync:
+            try:
+                asyncio.create_task(
+                    self.state_sync.emit(
+                        {
+                            "type": "runtime_agents_updated",
+                            "action": "created",
+                            "agentId": agent_id,
+                            "agentName": display_name or self._resolve_agent_display_name(agent_id),
+                        },
+                        persist=False,
+                    )
+                )
+            except Exception as exc:
+                logger.warning(
+                    "Failed to broadcast runtime_agents_updated(create) for %s: %s",
+                    agent_id,
+                    exc,
+                )
+
         # Store custom config for future reference (e.g., cloning)
         if custom_config:
             self._dynamic_analyst_configs[agent_id] = custom_config
@@ -1879,6 +2159,31 @@ class TradingPipeline:
         self._dynamic_analysts.pop(agent_id, None)
         # Also remove stored config if exists
         self._dynamic_analyst_configs.pop(agent_id, None)
+        if self.runtime_manager:
+            self.runtime_manager.unregister_agent(agent_id)
+            self.runtime_manager.log_event(
+                "agent:removed",
+                {"agent_id": agent_id},
+            )
+        logger.info("Dynamic analyst removed: agent_id=%s", agent_id)
+        if self.state_sync:
+            try:
+                asyncio.create_task(
+                    self.state_sync.emit(
+                        {
+                            "type": "runtime_agents_updated",
+                            "action": "removed",
+                            "agentId": agent_id,
+                        },
+                        persist=False,
+                    )
+                )
+            except Exception as exc:
+                logger.warning(
+                    "Failed to broadcast runtime_agents_updated(remove) for %s: %s",
+                    agent_id,
+                    exc,
+                )
         config_name = getattr(self.pm, "config", {}).get("config_name", "default")
         project_root = Path(__file__).resolve().parents[2]
         update_active_analysts(

backend/core/state_sync.py

@@ -123,7 +123,11 @@ class StateSync:
         # Persist to feed_history
         if persist:
             self.storage.add_feed_message(self._state, event)
-            self.save_state()
+            # Make persistence non-blocking to keep event loop snappy
+            if asyncio.get_event_loop().is_running():
+                asyncio.create_task(asyncio.to_thread(self.save_state))
+            else:
+                self.save_state()
 
         # Broadcast to frontend
         if self._broadcast_fn:
@@ -135,6 +139,7 @@ class StateSync:
         self,
         agent_id: str,
         content: str,
+        agent_name: Optional[str] = None,
         **extra,
     ):
         """
@@ -151,6 +156,7 @@ class StateSync:
             {
                 "type": "agent_message",
                 "agentId": agent_id,
+                "agentName": agent_name,
                 "content": content,
                 "ts": ts_ms,
                 **extra,
@@ -212,7 +218,12 @@ class StateSync:
             persist=False,
         )
 
-    async def on_conference_message(self, agent_id: str, content: str):
+    async def on_conference_message(
+        self,
+        agent_id: str,
+        content: str,
+        agent_name: Optional[str] = None,
+    ):
         """Called when an agent speaks during conference"""
         ts_ms = self._get_timestamp_ms()
 
@@ -220,6 +231,7 @@ class StateSync:
             {
                 "type": "conference_message",
                 "agentId": agent_id,
+                "agentName": agent_name,
                 "content": content,
                 "ts": ts_ms,
             },

backend/data/market_store.py

@@ -190,8 +190,9 @@ class MarketStore:
         name: str | None = None,
         sector: str | None = None,
         is_active: bool = True,
-    ) -> None:
+    ) -> int:
         timestamp = _utc_timestamp()
+        count = 0
         with self._connect() as conn:
             conn.execute(
                 """
@@ -206,6 +207,8 @@ class MarketStore:
                 """,
                 (symbol, name, sector, 1 if is_active else 0, timestamp, timestamp),
             )
+            count += 1
+        return count
 
     def update_fetch_watermark(
         self,
@@ -213,8 +216,9 @@ class MarketStore:
         symbol: str,
         price_date: str | None = None,
         news_date: str | None = None,
-    ) -> None:
+    ) -> int:
         timestamp = _utc_timestamp()
+        count = 0
         with self._connect() as conn:
             conn.execute(
                 """
@@ -227,6 +231,8 @@ class MarketStore:
                 """,
                 (symbol, timestamp, timestamp, price_date, news_date),
             )
+            count += 1
+        return count
 
     def get_ticker_watermarks(self, symbol: str) -> dict[str, Any]:
         with self._connect() as conn:
@@ -263,6 +269,8 @@ class MarketStore:
         count = 0
         with self._connect() as conn:
             for row in rows:
+                if not row.get("date"):
+                    continue
                 conn.execute(
                     """
                     INSERT INTO ohlc
@@ -341,6 +349,7 @@ class MarketStore:
                         timestamp,
                     ),
                 )
+                count += 1
                 for ticker in tickers:
                     conn.execute(
                         """
@@ -349,7 +358,6 @@ class MarketStore:
                         """,
                         (news_id, str(ticker).strip().upper()),
                     )
-                count += 1
         return count
 
     def get_news_without_trade_date(self, symbol: str | None = None, *, limit: int = 5000) -> list[dict[str, Any]]:
@@ -928,8 +936,9 @@ class MarketStore:
         as_of_date: str,
         content: str,
         source: str = "local",
-    ) -> None:
+    ) -> int:
         timestamp = _utc_timestamp()
+        count = 0
         with self._connect() as conn:
             conn.execute(
                 """
@@ -943,6 +952,8 @@ class MarketStore:
                 """,
                 (symbol, as_of_date, content, source, timestamp, timestamp),
             )
+            count += 1
+        return count
 
     def delete_story_cache(
         self,
@@ -1002,8 +1013,9 @@ class MarketStore:
         target_date: str,
         payload: dict[str, Any],
         source: str = "local",
-    ) -> None:
+    ) -> int:
         timestamp = _utc_timestamp()
+        count = 0
         with self._connect() as conn:
             conn.execute(
                 """
@@ -1017,6 +1029,8 @@ class MarketStore:
                 """,
                 (symbol, target_date, _json_dumps(payload), source, timestamp, timestamp),
             )
+            count += 1
+        return count
 
     def delete_similar_day_cache(
         self,

backend/llm/models.py

@@ -444,6 +444,16 @@ def create_model(
     """
     provider = canonicalize_model_provider(provider)
 
+    # If provider is default OPENAI but model name looks like deepseek, 
+    # check if we should switch to DASHSCOPE.
+    if provider == "OPENAI" and "deepseek" in model_name.lower() and os.getenv("DASHSCOPE_API_KEY"):
+        provider = "DASHSCOPE"
+
+    # Intelligent routing: if it's a DeepSeek model and we have DashScope credentials,
+    # prefer using DashScopeChatModel over OpenAIChatModel.
+    if provider == "DEEPSEEK" and os.getenv("DASHSCOPE_API_KEY"):
+        provider = "DASHSCOPE"
+
     model_class = PROVIDER_MODEL_MAP.get(provider)
     if model_class is None:
         raise ValueError(f"Unsupported provider: {provider}")

backend/runtime/agent_runtime.py

@@ -1,25 +1,27 @@
 from __future__ import annotations
 
 from dataclasses import dataclass, field
-from datetime import datetime, UTC
+from datetime import datetime, timezone
 from typing import Any, Dict
 
 
 @dataclass
 class AgentRuntimeState:
     agent_id: str
+    display_name: str | None = None
     status: str = "idle"
     last_session: str | None = None
-    last_updated: datetime = field(default_factory=lambda: datetime.now(UTC))
+    last_updated: datetime = field(default_factory=lambda: datetime.now(timezone.utc))
 
     def update(self, status: str, session_key: str | None = None) -> None:
         self.status = status
         self.last_session = session_key
-        self.last_updated = datetime.now(UTC)
+        self.last_updated = datetime.now(timezone.utc)
 
     def to_dict(self) -> Dict[str, Any]:
         return {
             "agent_id": self.agent_id,
+            "display_name": self.display_name,
             "status": self.status,
             "last_session": self.last_session,
             "last_updated": self.last_updated.isoformat(),

backend/runtime/manager.py

@@ -2,7 +2,7 @@ from __future__ import annotations
 
 import asyncio
 import json
-from datetime import datetime, UTC
+from datetime import datetime, timezone
 from pathlib import Path
 from typing import Any, Dict, List, Optional
 
@@ -93,7 +93,7 @@ class TradingRuntimeManager:
 
     def log_event(self, event: str, details: Optional[Dict[str, Any]] = None) -> Dict[str, Any]:
         entry = {
-            "timestamp": datetime.now(UTC).isoformat(),
+            "timestamp": datetime.now(timezone.utc).isoformat(),
             "event": event,
             "details": details or {},
             "session": self.current_session_key,
@@ -102,15 +102,25 @@ class TradingRuntimeManager:
         self._persist_snapshot()
         return entry
 
-    def register_agent(self, agent_id: str) -> AgentRuntimeState:
-        state = AgentRuntimeState(agent_id=agent_id)
+    def register_agent(
+        self,
+        agent_id: str,
+        display_name: Optional[str] = None,
+    ) -> AgentRuntimeState:
+        state = AgentRuntimeState(agent_id=agent_id, display_name=display_name)
         self.registry.register(agent_id, state)
         self._persist_snapshot()
         return state
 
+    def unregister_agent(self, agent_id: str) -> Optional[AgentRuntimeState]:
+        state = self.registry.unregister(agent_id)
+        if state is not None:
+            self._persist_snapshot()
+        return state
+
     def register_pending_approval(self, approval_id: str, payload: Dict[str, Any]) -> None:
         payload.setdefault("status", "pending")
-        payload.setdefault("created_at", datetime.now(UTC).isoformat())
+        payload.setdefault("created_at", datetime.now(timezone.utc).isoformat())
         self.pending_approvals[approval_id] = payload
         self._persist_snapshot()
 
@@ -139,7 +149,7 @@ class TradingRuntimeManager:
         if not entry:
             return
         entry["status"] = status
-        entry["resolved_at"] = datetime.now(UTC).isoformat()
+        entry["resolved_at"] = datetime.now(timezone.utc).isoformat()
         entry["resolved_by"] = resolved_by
         self._persist_snapshot()
 

backend/runtime/registry.py

@@ -13,6 +13,9 @@ class RuntimeRegistry:
     def get(self, agent_id: str) -> Optional["AgentRuntimeState"]:
         return self._states.get(agent_id)
 
+    def unregister(self, agent_id: str) -> Optional["AgentRuntimeState"]:
+        return self._states.pop(agent_id, None)
+
     def list_agents(self) -> list[str]:
         return list(self._states.keys())
 

backend/services/gateway.py

@@ -148,8 +148,9 @@ class Gateway:
             self.handle_client,
             host,
             port,
-            ping_interval=30,
-            ping_timeout=60,
+            ping_interval=20,
+            ping_timeout=120,
+            max_size=10 * 1024 * 1024,  # 10MB
         )
         logger.info(f"WebSocket server ready: ws://{host}:{port}")
 
@@ -833,12 +834,18 @@ class Gateway:
         if not self.connected_clients:
             return
 
-        message_json = json.dumps(message, ensure_ascii=False, default=str)
+        # Offload potentially heavy JSON serialization to thread
+        message_json = await asyncio.to_thread(
+            json.dumps, message, ensure_ascii=False, default=str
+        )
 
         async with self.lock:
+            # Filter only active clients to minimize unnecessary send attempts
+            # In websockets v13+, we must check state.name == 'OPEN'
+            active_clients = [c for c in self.connected_clients if c.state.name == 'OPEN']
             tasks = [
                 self._send_to_client(client, message_json)
-                for client in self.connected_clients.copy()
+                for client in active_clients
             ]
 
         if tasks:
@@ -849,9 +856,14 @@ class Gateway:
         client: ServerConnection,
         message: str,
     ):
+        if client.state.name != 'OPEN':
+            async with self.lock:
+                self.connected_clients.discard(client)
+            return
+
         try:
             await client.send(message)
-        except websockets.ConnectionClosed:
+        except (websockets.ConnectionClosed, Exception):
             async with self.lock:
                 self.connected_clients.discard(client)
 

backend/services/gateway_cycle_support.py

@@ -253,7 +253,8 @@ async def finalize_cycle(gateway: Any, date: str) -> None:
 
 async def get_market_caps(gateway: Any, tickers: list[str], date: str) -> dict[str, float]:
     market_caps: dict[str, float] = {}
-    for ticker in tickers:
+
+    async def _get_one(ticker: str):
         try:
             market_cap = None
             response = await gateway._call_trading_service(
@@ -263,12 +264,21 @@ async def get_market_caps(gateway: Any, tickers: list[str], date: str) -> dict[s
             if response is not None:
                 market_cap = response.get("market_cap")
             if market_cap is None:
-                payload = trading_domain.get_market_cap_payload(ticker=ticker, end_date=date)
+                payload = await asyncio.to_thread(
+                    trading_domain.get_market_cap_payload,
+                    ticker=ticker,
+                    end_date=date,
+                )
                 market_cap = payload.get("market_cap")
-            market_caps[ticker] = market_cap if market_cap else 1e9
+            return ticker, (market_cap if market_cap else 1e9)
         except Exception as exc:
             logger.warning("Failed to get market cap for %s, using default 1e9: %s", ticker, exc)
-            market_caps[ticker] = 1e9
+            return ticker, 1e9
+
+    tasks = [_get_one(ticker) for ticker in tickers]
+    results = await asyncio.gather(*tasks)
+    for ticker, mc in results:
+        market_caps[ticker] = mc
     return market_caps
 
 

backend/services/gateway_stock_handlers.py

@@ -517,111 +517,129 @@ async def handle_get_stock_similar_days(gateway: Any, websocket: Any, data: dict
 
 
 async def handle_get_stock_technical_indicators(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:
-    ticker = normalize_symbol(data.get("ticker", ""))
-    if not ticker:
-        await websocket.send(json.dumps({
-            "type": "stock_technical_indicators_loaded",
-            "ticker": ticker,
-            "indicators": None,
-            "error": "ticker is required",
-        }, ensure_ascii=False))
-        return
+	ticker = normalize_symbol(data.get("ticker", ""))
+	if not ticker:
+		await websocket.send(json.dumps({
+			"type": "stock_technical_indicators_loaded",
+			"ticker": ticker,
+			"indicators": None,
+			"error": "ticker is required",
+		}, ensure_ascii=False))
+		return
 
-    try:
-        end_date = datetime.now()
-        start_date = end_date - timedelta(days=250)
+	try:
+		end_date = datetime.now()
+		# Reduced from 250 to 150 days to lower CPU/memory pressure while still supporting MA200 (approx 140 trading days)
+		start_date = end_date - timedelta(days=150)
 
-        prices = None
-        response = await gateway._call_trading_service(
-            "get_prices",
-            lambda client: client.get_prices(
-                ticker=ticker,
-                start_date=start_date.strftime("%Y-%m-%d"),
-                end_date=end_date.strftime("%Y-%m-%d"),
-            ),
-        )
-        if response is not None:
-            prices = response.prices
+		prices = None
+		response = await gateway._call_trading_service(
+			"get_prices",
+			lambda client: client.get_prices(
+				ticker=ticker,
+				start_date=start_date.strftime("%Y-%m-%d"),
+				end_date=end_date.strftime("%Y-%m-%d"),
+			),
+		)
+		if response is not None:
+			prices = response.prices
 
-        if prices is None:
-            payload = trading_domain.get_prices_payload(
-                ticker=ticker,
-                start_date=start_date.strftime("%Y-%m-%d"),
-                end_date=end_date.strftime("%Y-%m-%d"),
-            )
-            prices = payload.get("prices") or []
+		if prices is None:
+			# Offload domain logic to thread
+			payload = await asyncio.to_thread(
+				trading_domain.get_prices_payload,
+				ticker=ticker,
+				start_date=start_date.strftime("%Y-%m-%d"),
+				end_date=end_date.strftime("%Y-%m-%d"),
+			)
+			prices = payload.get("prices") or []
 
-        if not prices or len(prices) < 20:
-            await websocket.send(json.dumps({
-                "type": "stock_technical_indicators_loaded",
-                "ticker": ticker,
-                "indicators": None,
-                "error": "Insufficient price data",
-            }, ensure_ascii=False))
-            return
+		if not prices or len(prices) < 20:
+			await websocket.send(json.dumps({
+				"type": "stock_technical_indicators_loaded",
+				"ticker": ticker,
+				"indicators": None,
+				"error": "Insufficient price data",
+			}, ensure_ascii=False))
+			return
 
-        df = prices_to_df(prices)
-        signal = gateway._technical_analyzer.analyze(ticker, df)
+		def _calc():
+			df = prices_to_df(prices)
+			signal = gateway._technical_analyzer.analyze(ticker, df)
+			df_sorted = df.sort_values("time").reset_index(drop=True)
+			df_sorted["returns"] = df_sorted["close"].pct_change()
+			v10 = float(df_sorted["returns"].tail(10).std() * (252**0.5) * 100) if len(df_sorted) >= 10 else None
+			v20 = float(df_sorted["returns"].tail(20).std() * (252**0.5) * 100) if len(df_sorted) >= 20 else None
+			v60 = float(df_sorted["returns"].tail(60).std() * (252**0.5) * 100) if len(df_sorted) >= 60 else None
 
-        df_sorted = df.sort_values("time").reset_index(drop=True)
-        df_sorted["returns"] = df_sorted["close"].pct_change()
-        vol_10 = float(df_sorted["returns"].tail(10).std() * (252**0.5) * 100) if len(df_sorted) >= 10 else None
-        vol_20 = float(df_sorted["returns"].tail(20).std() * (252**0.5) * 100) if len(df_sorted) >= 20 else None
-        vol_60 = float(df_sorted["returns"].tail(60).std() * (252**0.5) * 100) if len(df_sorted) >= 60 else None
-        ma_distance = {}
-        for ma_key in ["ma5", "ma10", "ma20", "ma50", "ma200"]:
-            ma_value = getattr(signal, ma_key, None)
-            ma_distance[ma_key] = ((signal.current_price - ma_value) / ma_value) * 100 if ma_value and ma_value > 0 else None
+			ma_dist = {}
+			for ma_key in ["ma5", "ma10", "ma20", "ma50", "ma200"]:
+				ma_val = getattr(signal, ma_key, None)
+				ma_dist[ma_key] = ((signal.current_price - ma_val) / ma_val) * 100 if ma_val and ma_val > 0 else None
 
-        indicators = {
-            "ticker": ticker,
-            "current_price": signal.current_price,
-            "ma": {
-                "ma5": signal.ma5,
-                "ma10": signal.ma10,
-                "ma20": signal.ma20,
-                "ma50": signal.ma50,
-                "ma200": signal.ma200,
-                "distance": ma_distance,
-            },
-            "rsi": {
-                "rsi14": signal.rsi14,
-                "status": "oversold" if signal.rsi14 < 30 else "overbought" if signal.rsi14 > 70 else "neutral",
-            },
-            "macd": {
-                "macd": signal.macd,
-                "signal": signal.macd_signal,
-                "histogram": signal.macd - signal.macd_signal,
-            },
-            "bollinger": {
-                "upper": signal.bollinger_upper,
-                "mid": signal.bollinger_mid,
-                "lower": signal.bollinger_lower,
-            },
-            "volatility": {
-                "vol_10d": vol_10,
-                "vol_20d": vol_20,
-                "vol_60d": vol_60,
-                "annualized": signal.annualized_volatility_pct,
-                "risk_level": signal.risk_level,
-            },
-            "trend": signal.trend,
-            "mean_reversion": signal.mean_reversion_signal,
-        }
+			return {
+				"ticker": ticker,
+				"current_price": signal.current_price,
+				"ma": {
+					"ma5": signal.ma5,
+					"ma10": signal.ma10,
+					"ma20": signal.ma20,
+					"ma50": signal.ma50,
+					"ma200": signal.ma200,
+					"distance": ma_dist,
+				},
+				"rsi": {
+					"rsi14": signal.rsi14,
+					"status": "oversold" if signal.rsi14 < 30 else "overbought" if signal.rsi14 > 70 else "neutral",
+				},
+				"macd": {
+					"macd": signal.macd,
+					"signal": signal.macd_signal,
+					"histogram": signal.macd - signal.macd_signal,
+				},
+				"bollinger": {
+					"upper": signal.bollinger_upper,
+					"mid": signal.bollinger_mid,
+					"lower": signal.bollinger_lower,
+				},
+				"volatility": {
+					"vol_10d": v10,
+					"vol_20d": v20,
+					"vol_60d": v60,
+					"annualized": signal.annualized_volatility_pct,
+					"risk_level": signal.risk_level,
+				},
+				"trend": signal.trend,
+				"mean_reversion": signal.mean_reversion_signal,
+			}
 
-        await websocket.send(json.dumps({
-            "type": "stock_technical_indicators_loaded",
-            "ticker": ticker,
-            "indicators": indicators,
-        }, ensure_ascii=False, default=str))
-    except Exception as exc:
-        logger.exception("Error getting technical indicators for %s", ticker)
-        await websocket.send(json.dumps({
-            "type": "stock_technical_indicators_loaded",
-            "ticker": ticker,
-            "indicators": None,
-            "error": str(exc),
-        }, ensure_ascii=False))
+		# Use a semaphore to prevent too many concurrent CPU-intensive calculations
+		# which can block the event loop heartbeats.
+		if not hasattr(gateway, "_calc_sem"):
+			gateway._calc_sem = asyncio.Semaphore(3)
+
+		async with gateway._calc_sem:
+			indicators = await asyncio.to_thread(_calc)
+
+		# Also offload JSON serialization to thread to avoid blocking main loop
+		msg = await asyncio.to_thread(json.dumps, {
+			"type": "stock_technical_indicators_loaded",
+			"ticker": ticker,
+			"indicators": indicators,
+		}, ensure_ascii=False, default=str)
+
+		if websocket.state.name == 'OPEN':
+			await websocket.send(msg)
+		else:
+			logger.warning("Websocket closed for %s, skipping indicator send", ticker)
+	except Exception as exc:
+		logger.exception("Error getting technical indicators for %s", ticker)
+		await websocket.send(json.dumps({
+			"type": "stock_technical_indicators_loaded",
+			"ticker": ticker,
+			"indicators": None,
+			"error": str(exc),
+		}, ensure_ascii=False))
 
 
 async def handle_run_stock_enrich(gateway: Any, websocket: Any, data: dict[str, Any]) -> None:

backend/services/storage.py

@@ -7,6 +7,7 @@ Handles reading/writing dashboard JSON files and portfolio state
 import json
 import logging
 import os
+import time
 from datetime import datetime
 from pathlib import Path
 from typing import Any, Dict, List, Optional
@@ -950,11 +951,14 @@ class StorageService:
 
     def save_server_state(self, state: Dict[str, Any]):
         """
-        Save server state to file
-
-        Args:
-            state: Server state dictionary
+        Save server state to file with rate-limiting to avoid I/O storms.
         """
+        now = time.time()
+        # Ensure at least 2 seconds between physical disk writes
+        if hasattr(self, "_last_save_time") and (now - self._last_save_time) < 2.0:
+            return
+        self._last_save_time = now
+
         state_to_save = {
             **state,
             "last_saved": datetime.now().isoformat(),
@@ -970,14 +974,17 @@ class StorageService:
         if "trades" in state_to_save:
             state_to_save["trades"] = state_to_save["trades"][:100]
 
-        with open(self.server_state_file, "w", encoding="utf-8") as f:
-            json.dump(
-                state_to_save,
-                f,
-                ensure_ascii=False,
-                indent=2,
-                default=str,
-            )
+        try:
+            with open(self.server_state_file, "w", encoding="utf-8") as f:
+                # Removed indent=2 to minimize file size and serialization overhead
+                json.dump(
+                    state_to_save,
+                    f,
+                    ensure_ascii=False,
+                    default=str,
+                )
+        except Exception as e:
+            logger.error(f"Failed to save server state: {e}")
 
         logger.debug(f"Server state saved to: {self.server_state_file}")
 

backend/skills/builtin/portfolio_decisioning/SKILL.md

@@ -23,15 +23,17 @@ version: 1.0.0
 ## 3) Decision procedure
 
 1. 汇总并比较 analyst 信号，识别共识与分歧。
-2. 将风险警示映射到仓位上限与禁开条件。
-3. 在资金与保证金约束下，为每个 ticker 生成候选动作与数量。
-4. 对冲突信号执行保守仲裁：降低仓位、提高触发门槛或改为 `hold`。
-5. 逐个 ticker 记录最终决策，并给出组合级理由。
+2. 先判断当前团队是否覆盖了本轮任务所需的专业能力；若未覆盖，优先扩编团队而不是直接仲裁。
+3. 将风险警示映射到仓位上限与禁开条件。
+4. 在资金与保证金约束下，为每个 ticker 生成候选动作与数量。
+5. 对冲突信号执行保守仲裁：降低仓位、提高触发门槛、补充 analyst，或改为 `hold`。
+6. 逐个 ticker 记录最终决策，并给出组合级理由。
 
 ## 4) Tool call policy
 
 - 必须使用决策工具记录每个 ticker 的最终 `action/quantity`。
-- 在讨论阶段如发现当前团队能力不足，可使用团队工具动态创建或移除 analyst（再继续讨论）。
+- 在讨论阶段如发现当前团队能力不足、证据链断裂、或观点冲突无法裁决，必须优先使用团队工具动态创建或克隆 analyst（再继续讨论）。
+- 如果已经判断“需要更多专业分析”，但没有调用动态团队工具补齐团队，则不得输出高置信度最终决策。
 - 若风险工具提示阻断项，优先遵循阻断，不得绕过。
 - 工具调用失败时：重试一次；仍失败则输出结构化“未完成决策清单”和人工处理建议。
 
@@ -46,5 +48,6 @@ version: 1.0.0
 ## 6) Failure fallback
 
 - 当分析师信号与风险结论显著冲突时，默认采用更小仓位或 `hold`。
+- 当任务明显超出当前团队能力边界时，优先扩编团队；如果扩编失败，再降级为 `hold` 或条件决策草案。
 - 当约束校验失败（现金/保证金不足）时，自动下调数量，不输出不可执行指令。
 - 当任务要求完整清单时，不允许遗漏 ticker；无法决策时必须显式标记 `hold` 并说明原因。

backend/skills/customized/portfolio_decisioning/SKILL.md

@@ -10,12 +10,15 @@ description: 整合分析师观点与风险反馈，形成明确的组合层决
 ## 工作流程
 
 1. 行动前先阅读分析师结论和风险警示。
-2. 评估当前组合、现金和保证金约束。
-3. 使用决策工具为每个 ticker 记录一个明确决策。
-4. 在全部决策记录完成后，总结组合层面的整体理由。
+2. 先判断当前团队是否足以覆盖本轮任务；如果不够，先扩编团队再继续。
+3. 评估当前组合、现金和保证金约束。
+4. 使用决策工具为每个 ticker 记录一个明确决策。
+5. 在全部决策记录完成后，总结组合层面的整体理由。
 
 ## 约束
 
 - 仓位大小必须遵守资金和保证金限制。
 - 当分析师信心与风险信号不一致时，优先采用更小仓位。
+- 当任务超出当前团队能力边界时，应优先使用动态团队工具创建或克隆分析师。
+- 如果已经识别出覆盖缺口，不应跳过扩编步骤直接给出高置信度结论。
 - 当任务要求完整决策清单时，不要让任何 ticker 处于未决状态。

backend/tests/test_evo_agent_selection.py

@@ -305,71 +305,6 @@ def test_pipeline_create_runtime_analyst_uses_evo_agent_when_enabled(monkeypatch
     assert created.get("config_name") == "demo"
 
 
-def test_pipeline_create_runtime_analyst_uses_legacy_when_not_in_evo_ids(monkeypatch, tmp_path):
-    """Test that _create_runtime_analyst creates legacy AnalystAgent when not in EVO_AGENT_IDS."""
-    from backend.core import pipeline as pipeline_module
-
-    created = {}
-
-    class DummyEvoAgent:
-        name = "test_analyst"
-
-        def __init__(self, **kwargs):
-            created.update(kwargs)
-            self.toolkit = None
-
-    class DummyAnalystAgent:
-        name = "test_analyst"
-
-        def __init__(self, **kwargs):
-            created.update(kwargs)
-            self.toolkit = None
-
-    # EVO_AGENT_IDS does not include fundamentals_analyst
-    monkeypatch.setenv("EVO_AGENT_IDS", "technical_analyst")
-    monkeypatch.setattr(pipeline_module, "EvoAgent", DummyEvoAgent)
-    monkeypatch.setattr(pipeline_module, "AnalystAgent", DummyAnalystAgent)
-    monkeypatch.setattr(
-        pipeline_module,
-        "create_agent_toolkit",
-        lambda *args, **kwargs: "toolkit",
-    )
-    monkeypatch.setattr(
-        pipeline_module,
-        "get_agent_model",
-        lambda x: "model",
-    )
-    monkeypatch.setattr(
-        pipeline_module,
-        "get_agent_formatter",
-        lambda x: "formatter",
-    )
-
-    # Create a mock pipeline instance
-    class MockPM:
-        def __init__(self):
-            self.config = {"config_name": "demo"}
-
-    pipeline = pipeline_module.TradingPipeline(
-        analysts=[],
-        risk_manager=None,
-        portfolio_manager=MockPM(),
-    )
-
-    # Mock workspace_manager methods
-    monkeypatch.setattr(
-        pipeline_module.WorkspaceManager,
-        "ensure_agent_assets",
-        lambda *args, **kwargs: None,
-    )
-
-    result = pipeline._create_runtime_analyst("test_analyst", "fundamentals_analyst")
-
-    assert "Created runtime analyst" in result
-    # Should use legacy AnalystAgent
-    assert created.get("analyst_type") == "fundamentals_analyst"
-
-
 def test_main_resolve_evo_agent_ids_returns_all_by_default(monkeypatch):
     """Test that _resolve_evo_agent_ids returns all supported roles by default."""
     from backend.core import pipeline_runner as runner_module
@@ -427,11 +362,3 @@ def test_evo_agent_supports_long_term_memory(monkeypatch, tmp_path):
     assert created["long_term_memory"] is dummy_memory
 
 
-def test_evo_agent_legacy_mode(monkeypatch):
-    """Test that EVO_AGENT_IDS=legacy disables EvoAgent."""
-    from backend import main as main_module
-
-    monkeypatch.setenv("EVO_AGENT_IDS", "legacy")
-
-    resolved = main_module._resolve_evo_agent_ids()
-    assert resolved == set()

backend/tools/analysis_tools.py

@@ -103,18 +103,28 @@ def _safe_float(value, default=0.0) -> float:
 
 
 def safe(func):
-    """Decorator to catch exceptions in tool functions."""
+    """Decorator to catch exceptions in both sync and async tool functions."""
 
-    @wraps(func)
-    def wrapper(*args, **kwargs):
-        try:
-            return func(*args, **kwargs)
-        except Exception as e:
-            error_msg = f"Error in {func.__name__}: {str(e)}"
-            logger.error(f"{error_msg}\n{traceback.format_exc()}")
-            return _to_text_response(f"[ERROR] {error_msg}")
-
-    return wrapper
+    if asyncio.iscoroutinefunction(func):
+        @wraps(func)
+        async def async_wrapper(*args, **kwargs):
+            try:
+                return await func(*args, **kwargs)
+            except Exception as e:
+                error_msg = f"Error in {func.__name__}: {str(e)}"
+                logger.error(f"{error_msg}\n{traceback.format_exc()}")
+                return _to_text_response(f"[ERROR] {error_msg}")
+        return async_wrapper
+    else:
+        @wraps(func)
+        def sync_wrapper(*args, **kwargs):
+            try:
+                return func(*args, **kwargs)
+            except Exception as e:
+                error_msg = f"Error in {func.__name__}: {str(e)}"
+                logger.error(f"{error_msg}\n{traceback.format_exc()}")
+                return _to_text_response(f"[ERROR] {error_msg}")
+        return sync_wrapper
 
 
 def _fmt(val, fmt=".2f", suffix="") -> str:
@@ -141,7 +151,7 @@ def _resolved_date(current_date: Optional[str]) -> str:
 
 
 @safe
-def analyze_efficiency_ratios(
+async def analyze_efficiency_ratios(
     tickers: Optional[List[str]] = None,
     current_date: Optional[str] = None,
 ) -> ToolResponse:
@@ -163,21 +173,26 @@ def analyze_efficiency_ratios(
     tickers = _parse_tickers(tickers)
     lines = [f"=== Efficiency Ratios Analysis ({current_date}) ===\n"]
 
-    for ticker in tickers:
-        metrics = get_financial_metrics(ticker=ticker, end_date=current_date)
-        if not metrics:
-            lines.append(f"{ticker}: No data available\n")
-            continue
+    async def _fetch_one(ticker):
+        try:
+            metrics = await asyncio.to_thread(get_financial_metrics, ticker=ticker, end_date=current_date)
+            if not metrics:
+                return f"{ticker}: No data available\n"
 
-        m = metrics[0]
-        lines.append(f"{ticker}:")
-        lines.append(f"  Asset Turnover: {_fmt(m.asset_turnover)}")
-        lines.append(f"  Inventory Turnover: {_fmt(m.inventory_turnover)}")
-        lines.append(f"  Receivables Turnover: {_fmt(m.receivables_turnover)}")
-        lines.append(
-            f"  Working Capital Turnover: {_fmt(m.working_capital_turnover)}",
-        )
-        lines.append("")
+            m = metrics[0]
+            ticker_lines = [
+                f"{ticker}:",
+                f"  Asset Turnover: {_fmt(m.asset_turnover)}",
+                f"  Inventory Turnover: {_fmt(m.inventory_turnover)}",
+                f"  Receivables Turnover: {_fmt(m.receivables_turnover)}",
+                f"  Working Capital Turnover: {_fmt(m.working_capital_turnover)}\n",
+            ]
+            return "\n".join(ticker_lines)
+        except Exception as e:
+            return f"{ticker}: Error - {str(e)}\n"
+
+    results = await asyncio.gather(*[_fetch_one(t) for t in tickers])
+    lines.extend(results)
 
     return _to_text_response("\n".join(lines))
 
@@ -310,7 +325,7 @@ def analyze_financial_health(
 
 
 @safe
-def analyze_valuation_ratios(
+async def analyze_valuation_ratios(
     tickers: Optional[List[str]] = None,
     current_date: Optional[str] = None,
 ) -> ToolResponse:
@@ -332,24 +347,31 @@ def analyze_valuation_ratios(
     tickers = _parse_tickers(tickers)
     lines = [f"=== Valuation Ratios Analysis ({current_date}) ===\n"]
 
-    for ticker in tickers:
-        metrics = get_financial_metrics(ticker=ticker, end_date=current_date)
-        if not metrics:
-            lines.append(f"{ticker}: No data available\n")
-            continue
+    async def _fetch_one(ticker):
+        try:
+            metrics = await asyncio.to_thread(get_financial_metrics, ticker=ticker, end_date=current_date)
+            if not metrics:
+                return f"{ticker}: No data available\n"
 
-        m = metrics[0]
-        lines.append(f"{ticker}:")
-        lines.append(f"  P/E Ratio: {_fmt(m.price_to_earnings_ratio)}")
-        lines.append(f"  P/B Ratio: {_fmt(m.price_to_book_ratio)}")
-        lines.append(f"  P/S Ratio: {_fmt(m.price_to_sales_ratio)}")
-        lines.append("")
+            m = metrics[0]
+            ticker_lines = [
+                f"{ticker}:",
+                f"  P/E Ratio: {_fmt(m.price_to_earnings_ratio)}",
+                f"  P/B Ratio: {_fmt(m.price_to_book_ratio)}",
+                f"  P/S Ratio: {_fmt(m.price_to_sales_ratio)}\n",
+            ]
+            return "\n".join(ticker_lines)
+        except Exception as e:
+            return f"{ticker}: Error - {str(e)}\n"
+
+    results = await asyncio.gather(*[_fetch_one(t) for t in tickers])
+    lines.extend(results)
 
     return _to_text_response("\n".join(lines))
 
 
 @safe
-def get_financial_metrics_tool(
+async def get_financial_metrics_tool(
     tickers: Optional[List[str]] = None,
     current_date: Optional[str] = None,
     period: str = "ttm",
@@ -374,35 +396,35 @@ def get_financial_metrics_tool(
         f"=== Comprehensive Financial Metrics ({current_date}, {period}) ===\n",
     ]
 
-    for ticker in tickers:
-        metrics = get_financial_metrics(
-            ticker=ticker,
-            end_date=current_date,
-            period=period,
-        )
-        if not metrics:
-            lines.append(f"{ticker}: No data available\n")
-            continue
+    async def _fetch_one(ticker):
+        try:
+            # Offload synchronous data fetching to thread to keep loop snappy
+            metrics = await asyncio.to_thread(
+                get_financial_metrics,
+                ticker=ticker,
+                end_date=current_date,
+                period=period,
+            )
+            if not metrics:
+                return f"{ticker}: No data available\n"
 
-        m = metrics[0]
-        lines.append(f"{ticker}:")
-        lines.append(f"  Market Cap: ${_fmt(m.market_cap, ',.0f')}")
-        lines.append(
-            f"  P/E: {_fmt(m.price_to_earnings_ratio)} | P/B: {_fmt(m.price_to_book_ratio)} | P/S: {_fmt(m.price_to_sales_ratio)}",
-        )
-        lines.append(
-            f"  ROE: {_fmt(m.return_on_equity, '.1%')} | Net Margin: {_fmt(m.net_margin, '.1%')}",
-        )
-        lines.append(
-            f"  Revenue Growth: {_fmt(m.revenue_growth, '.1%')} | Earnings Growth: {_fmt(m.earnings_growth, '.1%')}",
-        )
-        lines.append(
-            f"  Current Ratio: {_fmt(m.current_ratio)} | D/E: {_fmt(m.debt_to_equity)}",
-        )
-        lines.append(
-            f"  EPS: ${_fmt(m.earnings_per_share)} | FCF/Share: ${_fmt(m.free_cash_flow_per_share)}",
-        )
-        lines.append("")
+            m = metrics[0]
+            ticker_lines = [
+                f"{ticker}:",
+                f"  Market Cap: ${_fmt(m.market_cap, ',.0f')}",
+                f"  P/E: {_fmt(m.price_to_earnings_ratio)} | P/B: {_fmt(m.price_to_book_ratio)} | P/S: {_fmt(m.price_to_sales_ratio)}",
+                f"  ROE: {_fmt(m.return_on_equity, '.1%')} | Net Margin: {_fmt(m.net_margin, '.1%')}",
+                f"  Revenue Growth: {_fmt(m.revenue_growth, '.1%')} | Earnings Growth: {_fmt(m.earnings_growth, '.1%')}",
+                f"  Current Ratio: {_fmt(m.current_ratio)} | D/E: {_fmt(m.debt_to_equity)}",
+                f"  EPS: ${_fmt(m.earnings_per_share)} | FCF/Share: ${_fmt(m.free_cash_flow_per_share)}\n",
+            ]
+            return "\n".join(ticker_lines)
+        except Exception as e:
+            return f"{ticker}: Error fetching data - {str(e)}\n"
+
+    # Parallelize data retrieval for all tickers
+    results = await asyncio.gather(*[_fetch_one(t) for t in tickers])
+    lines.extend(results)
 
     return _to_text_response("\n".join(lines))
 

backend/tools/dynamic_team_tools.py

@@ -13,8 +13,11 @@ as described in the Dynamic Team Architecture.
 """
 from __future__ import annotations
 
+import json
 from typing import Any, Dict, List, Optional, Callable
-from dataclasses import asdict
+
+from agentscope.message import TextBlock
+from agentscope.tool import ToolResponse
 
 from backend.agents.dynamic_team_types import (
     AnalystPersona,
@@ -22,7 +25,7 @@ from backend.agents.dynamic_team_types import (
     CreateAnalystResult,
     AnalystTypeInfo,
 )
-from backend.config.constants import ANALYST_TYPES
+from backend.config.constants import ANALYST_TYPES, AGENT_CONFIG
 
 
 # Type alias for callbacks set by pipeline
@@ -30,6 +33,14 @@ CreateAnalystCallback = Callable[[str, str, Optional[AnalystConfig]], str]
 RemoveAnalystCallback = Callable[[str], str]
 
 
+def _to_tool_response(payload: Any) -> ToolResponse:
+    if isinstance(payload, str):
+        text = payload
+    else:
+        text = json.dumps(payload, ensure_ascii=False, indent=2, default=str)
+    return ToolResponse(content=[TextBlock(type="text", text=text)])
+
+
 class DynamicTeamController:
     """Controller for dynamic analyst team management.
 
@@ -296,6 +307,23 @@ class DynamicTeamController:
             Dict with analyst configuration and status
         """
         config = self._instance_configs.get(agent_id)
+        current_analysts = self._get_analysts_callback() if self._get_analysts_callback else []
+        analyst_map = {
+            (getattr(agent, "name", None) or getattr(agent, "agent_id", None)): agent
+            for agent in current_analysts
+        }
+        if agent_id in analyst_map and not config:
+            builtin_meta = AGENT_CONFIG.get(agent_id, {})
+            return {
+                "found": True,
+                "agent_id": agent_id,
+                "name": builtin_meta.get("name") or agent_id,
+                "type": agent_id,
+                "is_custom": False,
+                "is_clone": False,
+                "is_builtin": True,
+                "message": f"Built-in analyst '{agent_id}' is active",
+            }
         if not config:
             return {
                 "found": False,
@@ -310,6 +338,7 @@ class DynamicTeamController:
             "is_custom": config.persona is not None,
             "is_clone": config.parent_id is not None,
             "parent_id": config.parent_id,
+            "is_builtin": False,
         }
 
     def register_analyst_type(
@@ -372,13 +401,26 @@ class DynamicTeamController:
             Dict with team composition information
         """
         analysts = []
-        for agent_id, config in self._instance_configs.items():
+        current_analysts = self._get_analysts_callback() if self._get_analysts_callback else []
+        instance_configs = self._instance_configs
+
+        for agent in current_analysts:
+            agent_id = getattr(agent, "name", None) or getattr(agent, "agent_id", None)
+            if not agent_id:
+                continue
+            config = instance_configs.get(agent_id)
+            builtin_meta = AGENT_CONFIG.get(agent_id, {})
             analysts.append({
                 "agent_id": agent_id,
-                "name": config.persona.name if config.persona else agent_id,
-                "type": config.analyst_type,
-                "is_custom": config.persona is not None,
-                "is_clone": config.parent_id is not None,
+                "name": (
+                    config.persona.name
+                    if config and config.persona and config.persona.name
+                    else builtin_meta.get("name") or agent_id
+                ),
+                "type": config.analyst_type if config else agent_id,
+                "is_custom": bool(config and config.persona is not None),
+                "is_clone": bool(config and config.parent_id is not None),
+                "is_builtin": config is None,
             })
 
         return {
@@ -418,91 +460,95 @@ def get_controller() -> Optional[DynamicTeamController]:
 def create_analyst(
     agent_id: str,
     analyst_type: str,
-    name: Optional[str] = None,
-    focus: Optional[str] = None,
-    description: Optional[str] = None,
-    soul_md: Optional[str] = None,
-    agents_md: Optional[str] = None,
-    model_name: Optional[str] = None,
-) -> Dict[str, Any]:
+    name: str = "",
+    focus: str = "",
+    description: str = "",
+    soul_md: str = "",
+    agents_md: str = "",
+    model_name: str = "",
+) -> ToolResponse:
     """Tool wrapper for create_analyst.
 
     Note: focus parameter accepts comma-separated string for tool compatibility.
     """
     controller = get_controller()
     if not controller:
-        return {"success": False, "error": "Dynamic team controller not available"}
+        return _to_tool_response({"success": False, "error": "Dynamic team controller not available"})
 
     focus_list = [f.strip() for f in focus.split(",")] if focus else None
-    return controller.create_analyst(
-        agent_id=agent_id,
-        analyst_type=analyst_type,
-        name=name,
-        focus=focus_list,
-        description=description,
-        soul_md=soul_md,
-        agents_md=agents_md,
-        model_name=model_name,
+    return _to_tool_response(
+        controller.create_analyst(
+            agent_id=agent_id,
+            analyst_type=analyst_type,
+            name=name,
+            focus=focus_list,
+            description=description,
+            soul_md=soul_md,
+            agents_md=agents_md,
+            model_name=model_name,
+        )
     )
 
 
 def clone_analyst(
     source_id: str,
     new_id: str,
-    name: Optional[str] = None,
-    focus_additions: Optional[str] = None,
-    description_override: Optional[str] = None,
-    model_name: Optional[str] = None,
-) -> Dict[str, Any]:
+    name: str = "",
+    focus_additions: str = "",
+    description_override: str = "",
+    model_name: str = "",
+) -> ToolResponse:
     """Tool wrapper for clone_analyst.
 
     Note: focus_additions accepts comma-separated string.
     """
     controller = get_controller()
     if not controller:
-        return {"success": False, "error": "Dynamic team controller not available"}
+        return _to_tool_response({"success": False, "error": "Dynamic team controller not available"})
 
     additions_list = [f.strip() for f in focus_additions.split(",")] if focus_additions else None
-    return controller.clone_analyst(
-        source_id=source_id,
-        new_id=new_id,
-        name=name,
-        focus_additions=additions_list,
-        description_override=description_override,
-        model_name=model_name,
+    return _to_tool_response(
+        controller.clone_analyst(
+            source_id=source_id,
+            new_id=new_id,
+            name=name,
+            focus_additions=additions_list,
+            description_override=description_override,
+            model_name=model_name,
+        )
     )
 
 
-def remove_analyst(agent_id: str) -> Dict[str, Any]:
+def remove_analyst(agent_id: str) -> ToolResponse:
     """Tool wrapper for remove_analyst."""
     controller = get_controller()
     if not controller:
-        return {"success": False, "error": "Dynamic team controller not available"}
-    return controller.remove_analyst(agent_id)
+        return _to_tool_response({"success": False, "error": "Dynamic team controller not available"})
+    return _to_tool_response(controller.remove_analyst(agent_id))
 
 
-def list_analyst_types() -> List[Dict[str, Any]]:
+def list_analyst_types() -> ToolResponse:
     """Tool wrapper for list_analyst_types."""
     controller = get_controller()
     if not controller:
-        return []
-    return controller.list_analyst_types()
+        return _to_tool_response([])
+    return _to_tool_response(controller.list_analyst_types())
 
 
-def get_analyst_info(agent_id: str) -> Dict[str, Any]:
+def get_analyst_info(agent_id: str) -> ToolResponse:
     """Tool wrapper for get_analyst_info."""
     controller = get_controller()
     if not controller:
-        return {"found": False, "error": "Controller not available"}
-    return controller.get_analyst_info(agent_id)
+        return _to_tool_response({"found": False, "error": "Controller not available"})
+    return _to_tool_response(controller.get_analyst_info(agent_id))
 
 
-def get_team_summary() -> Dict[str, Any]:
+def get_team_summary() -> ToolResponse:
     """Tool wrapper for get_team_summary."""
     controller = get_controller()
     if not controller:
-        return {"error": "Controller not available"}
-    return controller.get_team_summary()
+        return _to_tool_response({"error": "Controller not available"})
+    return _to_tool_response(controller.get_team_summary())
 
 
 __all__ = [

backend/tools/sandboxed_executor.py

@@ -19,7 +19,6 @@
 import json
 import logging
 import os
-import warnings
 from abc import ABC, abstractmethod
 from typing import Any
 
@@ -71,7 +70,6 @@ class NoSandboxBackend(SandboxBackend):
 
     def __init__(self):
         self._module_cache = {}
-        self._warning_shown = False
 
     def _get_script_name(self, function_name: str) -> str:
         """
@@ -96,19 +94,6 @@ class NoSandboxBackend(SandboxBackend):
     ) -> dict:
         """直接导入模块并执行函数"""
 
-        # 首次使用时显示安全警告
-        if not self._warning_shown:
-            warnings.warn(
-                "\n" + "=" * 60 + "\n"
-                "⚠️  [安全警告] 技能在无沙盒模式下运行 (SKILL_SANDBOX_MODE=none)\n"
-                "   技能脚本将直接在当前进程中执行，无隔离保护。\n"
-                "   建议：生产环境请设置 SKILL_SANDBOX_MODE=docker\n"
-                "=" * 60,
-                RuntimeWarning,
-                stacklevel=2,
-            )
-            self._warning_shown = True
-
         logger.debug(f"[NoSandbox] 执行技能: {skill_name}.{function_name}")
 
         try:
@@ -345,13 +330,13 @@ class SkillSandbox:
         self._backend = self._create_backend()
         self._initialized = True
 
-        logger.info(f"SkillSandbox 初始化完成，模式: {self.mode}")
+        logger.debug(f"SkillSandbox 初始化完成，模式: {self.mode}")
 
     def _create_backend(self) -> SandboxBackend:
         """根据模式创建对应后端"""
 
         if self.mode == "none":
-            logger.info("使用无沙盒模式（直接执行）")
+            logger.debug("使用无沙盒模式（直接执行）")
             return NoSandboxBackend()
 
         elif self.mode == "docker":

deploy/README.md

@@ -83,7 +83,7 @@ Before using the production scripts, ensure the runtime environment has:
 - a usable Python environment
 - backend dependencies installed from the checked-in Python package metadata in `pyproject.toml`
 - the package installed with `pip install -e .` or `uv pip install -e .`
-- frontend dependencies installed with `npm ci`
+- frontend dependencies installed with `npm install`
 - repo dependencies installed
 - required market/model API keys
 - any desired `TICKERS` override
@@ -94,7 +94,7 @@ Recommended production install sequence:
 python3 -m venv .venv
 source .venv/bin/activate
 pip install -e .
-cd frontend && npm ci && npm run build && cd ..
+cd frontend && npm install && npm run build && cd ..
 ```
 
 ## Skill Sandbox Configuration

deploy/install-production.sh

@@ -0,0 +1,656 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+REPO_ROOT="$(cd "${SCRIPT_DIR}/.." && pwd)"
+
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+RED='\033[0;31m'
+CYAN='\033[0;36m'
+NC='\033[0m'
+
+NON_INTERACTIVE=false
+AUTO_INSTALL_DEPS=""
+AUTO_INSTALL_SYSTEMD=""
+AUTO_START_SYSTEMD=""
+AUTO_INSTALL_NGINX=""
+AUTO_RELOAD_NGINX=""
+AUTO_USE_TLS=""
+AUTO_USE_DOCKER=""
+
+log() {
+  echo -e "${GREEN}[bigtime]${NC} $*"
+}
+
+warn() {
+  echo -e "${YELLOW}[bigtime]${NC} $*"
+}
+
+fail() {
+  echo -e "${RED}[bigtime]${NC} $*" >&2
+  exit 1
+}
+
+ask() {
+  local prompt="$1"
+  local default="${2:-}"
+  if ${NON_INTERACTIVE}; then
+    printf '%s' "${default}"
+    return
+  fi
+  local value
+  if [[ -n "${default}" ]]; then
+    read -r -p "${prompt} [${default}]: " value
+    printf '%s' "${value:-$default}"
+  else
+    read -r -p "${prompt}: " value
+    printf '%s' "${value}"
+  fi
+}
+
+ask_required() {
+  local prompt="$1"
+  local default="${2:-}"
+  local value=""
+  while [[ -z "${value}" ]]; do
+    value="$(ask "${prompt}" "${default}")"
+    if [[ -z "${value}" ]]; then
+      warn "该项不能为空，请重新输入。"
+    fi
+  done
+  printf '%s' "${value}"
+}
+
+validate_domain_like() {
+  local value="$1"
+  [[ -z "${value}" ]] && return 1
+  [[ "${value}" =~ ^[A-Za-z0-9.-]+$ ]]
+}
+
+validate_file_parent_exists_or_rootable() {
+  local value="$1"
+  local parent
+  parent="$(dirname "${value}")"
+  [[ -d "${parent}" ]] || [[ "${parent}" == "/etc/bigtime" ]] || [[ "${parent}" == "/etc/nginx/conf.d" ]]
+}
+
+validate_numeric() {
+  local value="$1"
+  [[ "${value}" =~ ^[0-9]+([.][0-9]+)?$ ]]
+}
+
+confirm() {
+  local prompt="$1"
+  local default="${2:-Y}"
+  local override="${3:-}"
+  if [[ -n "${override}" ]]; then
+    [[ "${override}" =~ ^[Yy]([Ee][Ss])?$|^true$|^1$ ]]
+    return
+  fi
+  if ${NON_INTERACTIVE}; then
+    [[ "${default}" == "Y" ]]
+    return
+  fi
+  local suffix="[Y/n]"
+  [[ "${default}" == "N" ]] && suffix="[y/N]"
+  local value
+  read -r -p "${prompt} ${suffix}: " value
+  value="${value:-$default}"
+  [[ "${value}" =~ ^[Yy]$ ]]
+}
+
+command_exists() {
+  command -v "$1" >/dev/null 2>&1
+}
+
+detect_pkg_manager() {
+  if command_exists apt-get; then
+    echo "apt"
+    return
+  fi
+  if command_exists dnf; then
+    echo "dnf"
+    return
+  fi
+  if command_exists yum; then
+    echo "yum"
+    return
+  fi
+  echo ""
+}
+
+install_packages() {
+  local pkg_manager="$1"
+  case "${pkg_manager}" in
+    apt)
+      sudo apt-get update
+      sudo apt-get install -y python3 python3-venv python3-pip nginx curl git build-essential nodejs npm
+      ;;
+    dnf)
+      sudo dnf install -y python3 python3-pip nginx curl git gcc-c++ make nodejs npm
+      ;;
+    yum)
+      sudo yum install -y python3 python3-pip nginx curl git gcc-c++ make nodejs npm
+      ;;
+    *)
+      warn "未识别包管理器，跳过依赖安装。请手动安装 python3、venv、pip、nginx、node、npm。"
+      ;;
+  esac
+}
+
+render_systemd_unit() {
+  local service_name="$1"
+  local app_module="$2"
+  local port="$3"
+  local workers="$4"
+  local memory_max="$5"
+  local unit_path="$6"
+
+  sudo tee "${unit_path}" >/dev/null <<EOF
+[Unit]
+Description=BigTime ${service_name}
+After=network.target
+
+[Service]
+Type=simple
+User=${SERVICE_USER}
+Group=${SERVICE_GROUP}
+WorkingDirectory=${APP_DIR}
+EnvironmentFile=${ENV_FILE}
+ExecStart=${PYTHON_BIN} -m uvicorn ${app_module} --host 127.0.0.1 --port ${port} --workers ${workers} --log-level warning --no-access-log
+Restart=always
+RestartSec=3
+TimeoutStopSec=30
+KillMode=mixed
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectHome=false
+LimitNOFILE=65535
+TasksMax=4096
+MemoryMax=${memory_max}
+
+[Install]
+WantedBy=multi-user.target
+EOF
+}
+
+render_nginx_conf() {
+  local target="$1"
+  local use_tls="$2"
+  if [[ "${use_tls}" == "yes" ]]; then
+    sudo tee "${target}" >/dev/null <<EOF
+server {
+    listen 80;
+    server_name ${DOMAIN};
+
+    root ${APP_DIR}/frontend/dist;
+
+    location /.well-known/acme-challenge/ {
+        allow all;
+    }
+
+    location / {
+        return 301 https://\$host\$request_uri;
+    }
+}
+
+server {
+    listen 443 ssl http2;
+    server_name ${DOMAIN};
+
+    root ${APP_DIR}/frontend/dist;
+    index index.html;
+
+    ssl_certificate ${SSL_CERT_PATH};
+    ssl_certificate_key ${SSL_KEY_PATH};
+    include /etc/letsencrypt/options-ssl-nginx.conf;
+    ssl_dhparam /etc/letsencrypt/ssl-dhparams.pem;
+
+    location /ws {
+        proxy_pass http://127.0.0.1:8765;
+        proxy_http_version 1.1;
+        proxy_set_header Upgrade \$http_upgrade;
+        proxy_set_header Connection "upgrade";
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/runtime/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/dynamic-team/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/trading/ {
+        proxy_pass http://127.0.0.1:8001;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/news/ {
+        proxy_pass http://127.0.0.1:8002;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/ {
+        proxy_pass http://127.0.0.1:8000;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location / {
+        try_files \$uri \$uri/ /index.html;
+    }
+}
+EOF
+  else
+    sudo tee "${target}" >/dev/null <<EOF
+server {
+    listen 80;
+    server_name ${DOMAIN};
+
+    root ${APP_DIR}/frontend/dist;
+    index index.html;
+
+    location /.well-known/acme-challenge/ {
+        allow all;
+    }
+
+    location /ws {
+        proxy_pass http://127.0.0.1:8765;
+        proxy_http_version 1.1;
+        proxy_set_header Upgrade \$http_upgrade;
+        proxy_set_header Connection "upgrade";
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/runtime/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/dynamic-team/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/trading/ {
+        proxy_pass http://127.0.0.1:8001;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/news/ {
+        proxy_pass http://127.0.0.1:8002;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/ {
+        proxy_pass http://127.0.0.1:8000;
+        proxy_http_version 1.1;
+        proxy_set_header Host \$host;
+        proxy_set_header X-Real-IP \$remote_addr;
+        proxy_set_header X-Forwarded-For \$proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto \$scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location / {
+        try_files \$uri \$uri/ /index.html;
+    }
+}
+EOF
+  fi
+}
+
+write_env_file() {
+  sudo mkdir -p "$(dirname "${ENV_FILE}")"
+  sudo tee "${ENV_FILE}" >/dev/null <<EOF
+AGENT_SERVICE_URL=http://127.0.0.1:8000
+TRADING_SERVICE_URL=http://127.0.0.1:8001
+NEWS_SERVICE_URL=http://127.0.0.1:8002
+RUNTIME_SERVICE_URL=http://127.0.0.1:8003
+
+TICKERS=${TICKERS}
+FIN_DATA_SOURCE=${FIN_DATA_SOURCE}
+FINANCIAL_DATASETS_API_KEY=${FINANCIAL_DATASETS_API_KEY}
+FINNHUB_API_KEY=${FINNHUB_API_KEY}
+POLYGON_API_KEY=${POLYGON_API_KEY}
+OPENAI_API_KEY=${OPENAI_API_KEY}
+OPENAI_BASE_URL=${OPENAI_BASE_URL}
+DASHSCOPE_API_KEY=${DASHSCOPE_API_KEY}
+MODEL_NAME=${MODEL_NAME}
+MEMORY_API_KEY=${MEMORY_API_KEY}
+SKILL_SANDBOX_MODE=${SKILL_SANDBOX_MODE}
+MAX_COMM_CYCLES=${MAX_COMM_CYCLES}
+MARGIN_REQUIREMENT=${MARGIN_REQUIREMENT}
+EOF
+}
+
+usage() {
+  cat <<EOF
+Usage:
+  ./deploy/install-production.sh [options]
+
+Options:
+  --non-interactive           Run with defaults / env overrides only
+  --app-dir PATH              Application directory
+  --service-user USER         systemd service user
+  --service-group GROUP       systemd service group
+  --domain DOMAIN             Public domain
+  --env-file PATH             Environment file path
+  --python-bin PATH           Python executable path
+  --tickers CSV               Default tickers
+  --fin-data-source NAME      finnhub/yfinance/financial_datasets
+  --model-name NAME           Default model name
+  --max-comm-cycles N         Conference rounds
+  --margin-requirement NUM    Margin requirement
+  --use-docker-sandbox        Set SKILL_SANDBOX_MODE=docker
+  --no-docker-sandbox         Set SKILL_SANDBOX_MODE=none
+  --with-tls                  Generate HTTPS nginx config
+  --without-tls               Generate HTTP nginx config
+  --install-deps              Auto install dependencies
+  --skip-install-deps         Skip dependency installation
+  --install-systemd           Install systemd units
+  --skip-install-systemd      Skip systemd unit installation
+  --start-systemd             Enable/start services
+  --skip-start-systemd        Do not start services
+  --install-nginx             Install nginx config
+  --skip-install-nginx        Skip nginx config installation
+  --reload-nginx              Run nginx -t and reload
+  --skip-reload-nginx         Skip nginx reload
+  --ssl-cert-path PATH        TLS certificate path
+  --ssl-key-path PATH         TLS key path
+  --help                      Show this help
+EOF
+}
+
+while [[ $# -gt 0 ]]; do
+  case "$1" in
+    --non-interactive) NON_INTERACTIVE=true ;;
+    --app-dir) APP_DIR="${2:?missing value}"; shift ;;
+    --service-user) SERVICE_USER="${2:?missing value}"; shift ;;
+    --service-group) SERVICE_GROUP="${2:?missing value}"; shift ;;
+    --domain) DOMAIN="${2:?missing value}"; shift ;;
+    --env-file) ENV_FILE="${2:?missing value}"; shift ;;
+    --python-bin) PYTHON_BIN="${2:?missing value}"; shift ;;
+    --tickers) TICKERS="${2:?missing value}"; shift ;;
+    --fin-data-source) FIN_DATA_SOURCE="${2:?missing value}"; shift ;;
+    --model-name) MODEL_NAME="${2:?missing value}"; shift ;;
+    --max-comm-cycles) MAX_COMM_CYCLES="${2:?missing value}"; shift ;;
+    --margin-requirement) MARGIN_REQUIREMENT="${2:?missing value}"; shift ;;
+    --use-docker-sandbox) AUTO_USE_DOCKER="Y" ;;
+    --no-docker-sandbox) AUTO_USE_DOCKER="N" ;;
+    --with-tls) AUTO_USE_TLS="Y" ;;
+    --without-tls) AUTO_USE_TLS="N" ;;
+    --install-deps) AUTO_INSTALL_DEPS="Y" ;;
+    --skip-install-deps) AUTO_INSTALL_DEPS="N" ;;
+    --install-systemd) AUTO_INSTALL_SYSTEMD="Y" ;;
+    --skip-install-systemd) AUTO_INSTALL_SYSTEMD="N" ;;
+    --start-systemd) AUTO_START_SYSTEMD="Y" ;;
+    --skip-start-systemd) AUTO_START_SYSTEMD="N" ;;
+    --install-nginx) AUTO_INSTALL_NGINX="Y" ;;
+    --skip-install-nginx) AUTO_INSTALL_NGINX="N" ;;
+    --reload-nginx) AUTO_RELOAD_NGINX="Y" ;;
+    --skip-reload-nginx) AUTO_RELOAD_NGINX="N" ;;
+    --ssl-cert-path) SSL_CERT_PATH="${2:?missing value}"; shift ;;
+    --ssl-key-path) SSL_KEY_PATH="${2:?missing value}"; shift ;;
+    --help) usage; exit 0 ;;
+    *) fail "Unknown option: $1" ;;
+  esac
+  shift
+done
+
+main() {
+  echo -e "${CYAN}BigTime 生产部署向导${NC}"
+  echo ""
+  echo -e "${YELLOW}说明:${NC} 这个脚本适合从一台空机器开始部署当前项目。"
+  echo -e "${YELLOW}默认推荐:${NC} split-service + systemd + nginx + 静态前端。"
+  echo ""
+
+  if confirm "尝试自动安装基础依赖（python3/nginx/node 等）？" "Y" "${AUTO_INSTALL_DEPS}"; then
+    PKG_MANAGER="$(detect_pkg_manager)"
+    install_packages "${PKG_MANAGER}"
+  fi
+
+  echo -e "${CYAN}基础配置${NC}"
+  APP_DIR="${APP_DIR:-$(ask_required '应用部署目录（仓库根目录，建议绝对路径）' "${REPO_ROOT}")}"
+  [[ -d "${APP_DIR}" ]] || fail "应用目录不存在: ${APP_DIR}"
+
+  SERVICE_USER="${SERVICE_USER:-$(ask_required 'systemd 运行用户' "$(id -un)")}"
+  id "${SERVICE_USER}" >/dev/null 2>&1 || warn "用户 ${SERVICE_USER} 当前不存在，请确认后续 systemd 配置。"
+
+  SERVICE_GROUP="${SERVICE_GROUP:-$(ask_required 'systemd 运行用户组' "$(id -gn)")}"
+
+  # 自动尝试获取公网 IP 作为默认域名值
+  local detected_ip=""
+  if [[ -z "${DOMAIN:-}" ]]; then
+    log "正在尝试自动获取公网 IP..."
+    detected_ip=$(curl -s --connect-timeout 5 https://ifconfig.me || curl -s --connect-timeout 5 https://api.ipify.org || echo "")
+    if [[ -n "${detected_ip}" ]]; then
+      log "自动检测到公网 IP: ${detected_ip}"
+    fi
+  fi
+
+  DOMAIN="${DOMAIN:-$(ask_required '部署域名（可填写 IP 或 localhost）' "${detected_ip:-localhost}")}"
+  validate_domain_like "${DOMAIN}" || warn "域名/IP 形态看起来不标准，请再次确认: ${DOMAIN}"
+
+  ENV_FILE="${ENV_FILE:-$(ask_required '环境变量文件路径' '/etc/bigtime/bigtime.env')}"
+  validate_file_parent_exists_or_rootable "${ENV_FILE}" || warn "环境文件父目录当前不存在，脚本会尝试创建: $(dirname "${ENV_FILE}")"
+
+  PYTHON_BIN="${PYTHON_BIN:-$(ask 'Python 可执行文件路径' "${APP_DIR}/.venv/bin/python")}"
+  [[ -n "${PYTHON_BIN}" ]] || fail "Python 路径不能为空"
+
+  local SKIP_ENV_CONFIG=false
+  if [[ -f "${ENV_FILE}" ]]; then
+    echo ""
+    if confirm "检测到环境变量文件 ${ENV_FILE} 已存在，是否跳过详细参数配置并保留现有文件？" "Y"; then
+      SKIP_ENV_CONFIG=true
+    fi
+  fi
+
+  if ! ${SKIP_ENV_CONFIG}; then
+    echo ""
+    echo -e "${CYAN}运行参数${NC}"
+    TICKERS="${TICKERS:-$(ask '默认股票池（逗号分隔）' 'AAPL,MSFT,GOOGL,AMZN,NVDA,META,TSLA,AMD,NFLX,AVGO,PLTR,COIN')}"
+    FIN_DATA_SOURCE="${FIN_DATA_SOURCE:-$(ask '行情数据源（finnhub/yfinance/financial_datasets）' 'finnhub')}"
+    MODEL_NAME="${MODEL_NAME:-$(ask '默认模型名' 'qwen3-max')}"
+    MAX_COMM_CYCLES="${MAX_COMM_CYCLES:-$(ask_required '最大讨论轮数' '2')}"
+    validate_numeric "${MAX_COMM_CYCLES}" || fail "最大讨论轮数必须是数字: ${MAX_COMM_CYCLES}"
+    MARGIN_REQUIREMENT="${MARGIN_REQUIREMENT:-$(ask_required '保证金比例' '0.5')}"
+    validate_numeric "${MARGIN_REQUIREMENT}" || fail "保证金比例必须是数字: ${MARGIN_REQUIREMENT}"
+
+    echo ""
+    echo -e "${CYAN}密钥配置${NC}"
+    FINANCIAL_DATASETS_API_KEY="${FINANCIAL_DATASETS_API_KEY:-$(ask 'FINANCIAL_DATASETS_API_KEY（可留空）' '')}"
+    FINNHUB_API_KEY="${FINNHUB_API_KEY:-$(ask 'FINNHUB_API_KEY（live 模式建议填写）' '')}"
+    POLYGON_API_KEY="${POLYGON_API_KEY:-$(ask 'POLYGON_API_KEY（可留空）' '')}"
+    OPENAI_API_KEY="${OPENAI_API_KEY:-$(ask 'OPENAI_API_KEY（可留空）' '')}"
+    OPENAI_BASE_URL="${OPENAI_BASE_URL:-$(ask 'OPENAI_BASE_URL（可留空）' '')}"
+    DASHSCOPE_API_KEY="${DASHSCOPE_API_KEY:-$(ask 'DASHSCOPE_API_KEY（可留空）' '')}"
+    MEMORY_API_KEY="${MEMORY_API_KEY:-$(ask 'MEMORY_API_KEY（可留空）' '')}"
+
+    if [[ "${FIN_DATA_SOURCE}" == "finnhub" && -z "${FINNHUB_API_KEY}" ]]; then
+      warn "你选择了 finnhub 作为数据源，但 FINNHUB_API_KEY 为空。live 模式下通常会失败。"
+    fi
+    if [[ -z "${OPENAI_API_KEY}" && -z "${DASHSCOPE_API_KEY}" ]]; then
+      warn "OPENAI_API_KEY 和 DASHSCOPE_API_KEY 都为空，模型调用可能无法工作。"
+    fi
+
+    if confirm "使用 Docker 沙盒执行技能？" "N" "${AUTO_USE_DOCKER}"; then
+      SKILL_SANDBOX_MODE="docker"
+    else
+      SKILL_SANDBOX_MODE="none"
+    fi
+
+    echo ""
+    echo -e "${CYAN}当前部署摘要${NC}"
+    echo "  应用目录: ${APP_DIR}"
+    echo "  运行用户: ${SERVICE_USER}:${SERVICE_GROUP}"
+    echo "  域名: ${DOMAIN}"
+    echo "  环境文件: ${ENV_FILE}"
+    echo "  Python: ${PYTHON_BIN}"
+    echo "  数据源: ${FIN_DATA_SOURCE:-}"
+    echo "  模型: ${MODEL_NAME:-}"
+    echo "  沙盒模式: ${SKILL_SANDBOX_MODE:-none}"
+    echo ""
+
+    if ! confirm "确认以上配置并继续写入系统文件？" "Y"; then
+      fail "用户取消部署。"
+    fi
+  else
+    echo -e "${GREEN}将使用现有的环境文件，跳过详细参数配置。${NC}"
+  fi
+
+  if [[ ! -x "${PYTHON_BIN}" ]]; then
+    warn "未找到 ${PYTHON_BIN}，准备创建虚拟环境。"
+    python3 -m venv "${APP_DIR}/.venv"
+    "${APP_DIR}/.venv/bin/python" -m pip install --upgrade pip
+    PYTHON_BIN="${APP_DIR}/.venv/bin/python"
+  fi
+
+  log "安装后端依赖"
+  "${PYTHON_BIN}" -m pip install -e "${APP_DIR}"
+
+  log "构建前端"
+  (cd "${APP_DIR}/frontend" && npm install && npm run build)
+
+  if ! ${SKIP_ENV_CONFIG}; then
+    log "写入环境变量文件 ${ENV_FILE}"
+    write_env_file
+  fi
+
+  if confirm "生成并安装 systemd unit？" "Y" "${AUTO_INSTALL_SYSTEMD}"; then
+    render_systemd_unit "Agent Service" "backend.apps.agent_service:app" "8000" "1" "1024M" "/etc/systemd/system/bigtime-agent.service"
+    render_systemd_unit "Trading Service" "backend.apps.trading_service:app" "8001" "1" "768M" "/etc/systemd/system/bigtime-trading.service"
+    render_systemd_unit "News Service" "backend.apps.news_service:app" "8002" "1" "768M" "/etc/systemd/system/bigtime-news.service"
+    render_systemd_unit "Runtime Service" "backend.apps.runtime_service:app" "8003" "1" "1536M" "/etc/systemd/system/bigtime-runtime.service"
+    sudo systemctl daemon-reload
+    if confirm "立即启用并启动 bigtime-* 服务？" "Y" "${AUTO_START_SYSTEMD}"; then
+      sudo systemctl enable --now bigtime-agent.service
+      sudo systemctl enable --now bigtime-trading.service
+      sudo systemctl enable --now bigtime-news.service
+      sudo systemctl enable --now bigtime-runtime.service
+    fi
+  fi
+
+  if confirm "生成并安装 nginx 配置？" "Y" "${AUTO_INSTALL_NGINX}"; then
+    local use_tls="no"
+    if confirm "使用 HTTPS/Let's Encrypt 证书路径？" "N" "${AUTO_USE_TLS}"; then
+      SSL_CERT_PATH="${SSL_CERT_PATH:-$(ask_required 'SSL 证书 fullchain.pem 路径' "/etc/letsencrypt/live/${DOMAIN}/fullchain.pem")}"
+      SSL_KEY_PATH="${SSL_KEY_PATH:-$(ask_required 'SSL 私钥 privkey.pem 路径' "/etc/letsencrypt/live/${DOMAIN}/privkey.pem")}"
+      
+      local ssl_err=0
+      [[ -f "${SSL_CERT_PATH}" ]] || { warn "SSL 证书文件不存在: ${SSL_CERT_PATH}"; ssl_err=1; }
+      [[ -f "${SSL_KEY_PATH}" ]] || { warn "SSL 私钥文件不存在: ${SSL_KEY_PATH}"; ssl_err=1; }
+      [[ -f "/etc/letsencrypt/options-ssl-nginx.conf" ]] || { warn "缺失 /etc/letsencrypt/options-ssl-nginx.conf，请检查 certbot 配置"; ssl_err=1; }
+      [[ -f "/etc/letsencrypt/ssl-dhparams.pem" ]] || { warn "缺失 /etc/letsencrypt/ssl-dhparams.pem，请检查 certbot 配置"; ssl_err=1; }
+
+      if [[ ${ssl_err} -eq 0 ]]; then
+        use_tls="yes"
+      else
+        warn "由于 SSL 关键文件缺失，将回退至 HTTP 模式，以确保 Nginx 能通过配置检查。"
+        use_tls="no"
+      fi
+    else
+      SSL_CERT_PATH=""
+      SSL_KEY_PATH=""
+    fi
+    NGINX_TARGET="/etc/nginx/conf.d/bigtime.conf"
+    render_nginx_conf "${NGINX_TARGET}" "${use_tls}"
+    if confirm "立即执行 nginx -t 并生效配置？" "Y" "${AUTO_RELOAD_NGINX}"; then
+      log "正在验证 Nginx 配置..."
+      if ! sudo nginx -t; then
+        fail "Nginx 配置检查失败！请根据上方报错信息调整。常见的错误包括：80/443 端口被占用，或 server_name 冲突。"
+      fi
+      
+      if systemctl is-active --quiet nginx; then
+        log "Nginx 正在运行，执行 reload..."
+        sudo systemctl reload nginx
+      else
+        log "Nginx 未运行，尝试启动..."
+        sudo systemctl enable --now nginx
+      fi
+
+      # 关键修复：确保 nginx 用户对 /root 路径有 x 权限
+      if [[ "${APP_DIR}" == /root/* ]]; then
+        log "检测到应用部署在 /root 下，正在修复父目录访问权限..."
+        sudo chmod o+x /root 2>/dev/null || true
+        sudo chmod o+x "$(dirname "${APP_DIR}")" 2>/dev/null || true
+        sudo chmod -R o+rX "${APP_DIR}"
+      fi
+
+      log "Nginx 配置已生效。"
+    fi
+  fi
+
+  echo ""
+  log "部署向导完成"
+  echo "应用目录: ${APP_DIR}"
+  echo "环境文件: ${ENV_FILE}"
+  echo "Python: ${PYTHON_BIN}"
+  echo "沙盒模式: ${SKILL_SANDBOX_MODE}"
+  echo ""
+  echo "验证建议:"
+  echo "  curl http://127.0.0.1:8003/health"
+  echo "  curl http://127.0.0.1:8003/api/runtime/current"
+  echo "  sudo systemctl status bigtime-runtime.service"
+  echo "  tail -f ${APP_DIR}/runs/<run_id>/logs/gateway.log"
+}
+
+main "$@"

deploy/nginx/bigtime.cillinn.com.conf

@@ -2,8 +2,9 @@ server {
     listen 80;
     server_name bigtime.cillinn.com;
 
+    root /opt/bigtime/app/frontend/dist;
+
     location /.well-known/acme-challenge/ {
-        root /var/www/bigtime/current;
         allow all;
     }
 
@@ -16,7 +17,7 @@ server {
     listen 443 ssl http2;
     server_name bigtime.cillinn.com;
 
-    root /var/www/bigtime/current;
+    root /opt/bigtime/app/frontend/dist;
     index index.html;
 
     ssl_certificate /etc/letsencrypt/live/bigtime.cillinn.com/fullchain.pem;
@@ -36,6 +37,56 @@ server {
         proxy_read_timeout 300s;
     }
 
+    location /api/runtime/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/dynamic-team/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/trading/ {
+        proxy_pass http://127.0.0.1:8001;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/news/ {
+        proxy_pass http://127.0.0.1:8002;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/ {
+        proxy_pass http://127.0.0.1:8000;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
     location / {
         try_files $uri $uri/ /index.html;
     }

deploy/nginx/bigtime.cillinn.com.http.conf

@@ -2,13 +2,75 @@ server {
     listen 80;
     server_name bigtime.cillinn.com;
 
-    root /var/www/bigtime/current;
+    root /opt/bigtime/app/frontend/dist;
     index index.html;
 
     location /.well-known/acme-challenge/ {
         allow all;
     }
 
+    location /ws {
+        proxy_pass http://127.0.0.1:8765;
+        proxy_http_version 1.1;
+        proxy_set_header Upgrade $http_upgrade;
+        proxy_set_header Connection "upgrade";
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/runtime/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/dynamic-team/ {
+        proxy_pass http://127.0.0.1:8003;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/trading/ {
+        proxy_pass http://127.0.0.1:8001;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/news/ {
+        proxy_pass http://127.0.0.1:8002;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
+    location /api/ {
+        proxy_pass http://127.0.0.1:8000;
+        proxy_http_version 1.1;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_read_timeout 300s;
+    }
+
     location / {
         try_files $uri $uri/ /index.html;
     }

deploy/production-deployment.md

@@ -0,0 +1,134 @@
+# Production Deployment
+
+This is the recommended production deployment mode for the current repository.
+
+## Recommendation
+
+Use:
+
+- split FastAPI services
+- `systemd` as the process supervisor
+- `nginx` as TLS terminator and reverse proxy
+- static frontend build served by `nginx`
+- Docker-based skill sandbox
+
+This matches the current architecture better than a monolithic process and is
+lower-risk than introducing Kubernetes at the current stage.
+
+## Why This Mode Fits Best
+
+1. The repository already uses a split-service runtime model.
+2. `runtime_service` is the correct control-plane entrypoint for starting and
+   stopping Gateway subprocesses.
+3. The Gateway is run-scoped and ephemeral, which fits `systemd` + subprocess
+   management better than forcing everything into a single service binary.
+4. Skill execution has security requirements; Docker sandboxing is the practical
+   production default.
+
+## Service Layout
+
+| Component | Bind |
+|----------|------|
+| `agent_service` | `127.0.0.1:8000` |
+| `trading_service` | `127.0.0.1:8001` |
+| `news_service` | `127.0.0.1:8002` |
+| `runtime_service` | `127.0.0.1:8003` |
+| gateway websocket | spawned by `runtime_service` |
+| `nginx` | `:80` / `:443` |
+
+## Frontend
+
+Recommended frontend mode:
+
+```bash
+cd frontend
+npm install
+npm run build
+```
+
+Then point `nginx` root at:
+
+```text
+/opt/bigtime/app/frontend/dist
+```
+
+This is preferred over running `backend.apps.frontend_service` in production,
+because static serving via `nginx` is simpler and more reliable.
+
+## Environment
+
+Create a shared environment file, for example:
+
+```bash
+sudo mkdir -p /etc/bigtime
+sudo cp .env /etc/bigtime/bigtime.env
+```
+
+Required production settings:
+
+```bash
+AGENT_SERVICE_URL=http://127.0.0.1:8000
+TRADING_SERVICE_URL=http://127.0.0.1:8001
+NEWS_SERVICE_URL=http://127.0.0.1:8002
+RUNTIME_SERVICE_URL=http://127.0.0.1:8003
+
+SKILL_SANDBOX_MODE=docker
+SKILL_SANDBOX_MEMORY_LIMIT=512m
+SKILL_SANDBOX_CPU_LIMIT=1.0
+SKILL_SANDBOX_NETWORK=none
+SKILL_SANDBOX_TIMEOUT=60
+```
+
+Also supply the required market/model API keys in the same environment file or
+through your secret-management system.
+
+## Data Persistence
+
+Persist these paths on durable storage:
+
+- `runs/`
+- `logs/` if you keep service logs on disk
+- optional `.env`-backed secrets should not live inside the repo working tree
+
+The key runtime source of truth is:
+
+- `runs/<run_id>/state/runtime_state.json`
+- `runs/<run_id>/state/server_state.json`
+- `runs/<run_id>/logs/gateway.log`
+
+## nginx Pattern
+
+Recommended routing:
+
+- `/` -> static frontend
+- `/api/runtime/*` -> `127.0.0.1:8003`
+- `/api/dynamic-team/*` -> `127.0.0.1:8003`
+- `/api/trading/*` -> `127.0.0.1:8001`
+- `/api/news/*` -> `127.0.0.1:8002`
+- `/api/*` -> `127.0.0.1:8000`
+- `/ws` -> gateway websocket
+
+The checked-in nginx config should be treated as a starting point, not a full
+multi-service production config.
+
+## Operational Notes
+
+- Use `workers=1` for `runtime_service` unless you deliberately redesign the
+  runtime manager around multi-process coordination.
+- Keep the other API services stateless and scale them separately if needed.
+- Monitor:
+  - `runtime_service`
+  - run-scoped `gateway.log`
+  - Docker daemon health
+- Rotate logs outside the app, e.g. with journald or logrotate.
+
+## Best Next Step
+
+Deploy with:
+
+- `systemd` units from [deploy/systemd](/Users/cillin/workspeace/evotraders/deploy/systemd)
+- `nginx` in front
+- one VM first
+
+Only move to containers/orchestration after the runtime/gateway operational
+behavior is stable in that simpler topology.

deploy/systemd/README.md

@@ -0,0 +1,47 @@
+# systemd Units
+
+This directory contains recommended `systemd` unit templates for the current
+split-service production topology.
+
+## Recommended Topology
+
+- `agent_service` on `127.0.0.1:8000`
+- `trading_service` on `127.0.0.1:8001`
+- `news_service` on `127.0.0.1:8002`
+- `runtime_service` on `127.0.0.1:8003`
+- `nginx` serves `frontend/dist` and proxies `/api/*` + `/ws`
+- `runtime_service` spawns the run-scoped Gateway subprocess on demand
+- skill execution runs with `SKILL_SANDBOX_MODE=docker`
+
+## Install
+
+Adjust these placeholders before installing:
+
+- `/opt/bigtime/app` -> repository root on the server
+- `/opt/bigtime/app/.venv/bin/python` -> Python interpreter
+- `/etc/bigtime/bigtime.env` -> shared environment file
+- `bigtime` -> service user
+
+Then copy units:
+
+```bash
+sudo mkdir -p /etc/bigtime
+sudo cp .env /etc/bigtime/bigtime.env
+
+sudo cp deploy/systemd/bigtime-*.service /etc/systemd/system/
+sudo systemctl daemon-reload
+sudo systemctl enable --now bigtime-agent.service
+sudo systemctl enable --now bigtime-trading.service
+sudo systemctl enable --now bigtime-news.service
+sudo systemctl enable --now bigtime-runtime.service
+```
+
+## Frontend
+
+Recommended production frontend mode:
+
+- build with `cd frontend && npm install && npm run build`
+- let `nginx` serve `frontend/dist` directly
+
+The repository also contains `backend.apps.frontend_service`, but for
+production the lower-complexity path is static hosting via `nginx`.

deploy/systemd/bigtime-agent.service

@@ -0,0 +1,25 @@
+[Unit]
+Description=BigTime Agent Service
+After=network.target
+
+[Service]
+Type=simple
+User=bigtime
+Group=bigtime
+WorkingDirectory=/opt/bigtime/app
+EnvironmentFile=/etc/bigtime/bigtime.env
+ExecStart=/opt/bigtime/app/.venv/bin/python -m uvicorn backend.apps.agent_service:app --host 127.0.0.1 --port 8000 --workers 1 --log-level warning --no-access-log
+Restart=always
+RestartSec=3
+TimeoutStopSec=20
+KillMode=mixed
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectHome=true
+LimitNOFILE=65535
+TasksMax=4096
+MemoryMax=1024M
+
+[Install]
+WantedBy=multi-user.target

deploy/systemd/bigtime-news.service

@@ -0,0 +1,25 @@
+[Unit]
+Description=BigTime News Service
+After=network.target
+
+[Service]
+Type=simple
+User=bigtime
+Group=bigtime
+WorkingDirectory=/opt/bigtime/app
+EnvironmentFile=/etc/bigtime/bigtime.env
+ExecStart=/opt/bigtime/app/.venv/bin/python -m uvicorn backend.apps.news_service:app --host 127.0.0.1 --port 8002 --workers 1 --log-level warning --no-access-log
+Restart=always
+RestartSec=3
+TimeoutStopSec=20
+KillMode=mixed
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectHome=true
+LimitNOFILE=65535
+TasksMax=4096
+MemoryMax=768M
+
+[Install]
+WantedBy=multi-user.target

deploy/systemd/bigtime-runtime.service

@@ -0,0 +1,25 @@
+[Unit]
+Description=BigTime Runtime Service
+After=network.target
+
+[Service]
+Type=simple
+User=bigtime
+Group=bigtime
+WorkingDirectory=/opt/bigtime/app
+EnvironmentFile=/etc/bigtime/bigtime.env
+ExecStart=/opt/bigtime/app/.venv/bin/python -m uvicorn backend.apps.runtime_service:app --host 127.0.0.1 --port 8003 --workers 1 --log-level warning --no-access-log
+Restart=always
+RestartSec=3
+TimeoutStopSec=30
+KillMode=mixed
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectHome=true
+LimitNOFILE=65535
+TasksMax=4096
+MemoryMax=1536M
+
+[Install]
+WantedBy=multi-user.target

deploy/systemd/bigtime-trading.service

@@ -0,0 +1,25 @@
+[Unit]
+Description=BigTime Trading Service
+After=network.target
+
+[Service]
+Type=simple
+User=bigtime
+Group=bigtime
+WorkingDirectory=/opt/bigtime/app
+EnvironmentFile=/etc/bigtime/bigtime.env
+ExecStart=/opt/bigtime/app/.venv/bin/python -m uvicorn backend.apps.trading_service:app --host 127.0.0.1 --port 8001 --workers 1 --log-level warning --no-access-log
+Restart=always
+RestartSec=3
+TimeoutStopSec=20
+KillMode=mixed
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectHome=true
+LimitNOFILE=65535
+TasksMax=4096
+MemoryMax=768M
+
+[Install]
+WantedBy=multi-user.target

deploy/uninstall-production.sh

@@ -0,0 +1,47 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+NC='\033[0m'
+
+log() {
+  echo -e "${GREEN}[bigtime]${NC} $*"
+}
+
+warn() {
+  echo -e "${YELLOW}[bigtime]${NC} $*"
+}
+
+SYSTEMD_UNITS=(
+  bigtime-agent.service
+  bigtime-trading.service
+  bigtime-news.service
+  bigtime-runtime.service
+)
+
+NGINX_CONF="/etc/nginx/conf.d/bigtime.conf"
+ENV_FILE="/etc/bigtime/bigtime.env"
+
+for unit in "${SYSTEMD_UNITS[@]}"; do
+  if systemctl list-unit-files "${unit}" >/dev/null 2>&1; then
+    warn "Stopping ${unit}"
+    sudo systemctl disable --now "${unit}" || true
+    sudo rm -f "/etc/systemd/system/${unit}"
+  fi
+done
+
+sudo systemctl daemon-reload || true
+
+if [[ -f "${NGINX_CONF}" ]]; then
+  warn "Removing nginx config ${NGINX_CONF}"
+  sudo rm -f "${NGINX_CONF}"
+  sudo nginx -t && sudo systemctl reload nginx || true
+fi
+
+if [[ -f "${ENV_FILE}" ]]; then
+  warn "Keeping env file ${ENV_FILE}"
+  warn "Delete it manually if you want a full cleanup."
+fi
+
+log "BigTime production service uninstall finished."

frontend/src/App.jsx

@@ -8,12 +8,17 @@ import { useFeedProcessor } from './hooks/useFeedProcessor';
 import { useRuntimeControls } from './hooks/useRuntimeControls';
 import { useStockDataRequests } from './hooks/useStockDataRequests';
 import { useWebSocketConnection } from './hooks/useWebSocketConnection';
-import { fetchRuntimeLogs } from './services/runtimeApi';
+import { fetchRuntimeAgents, fetchRuntimeLogs } from './services/runtimeApi';
 import { useAgentRunFileState, useAgentStore } from './store/agentStore';
 import { useMarketStore } from './store/marketStore';
 import { usePortfolioStore } from './store/portfolioStore';
 import { useRuntimeStore } from './store/runtimeStore';
 import { useUIStore } from './store/uiStore';
+import {
+  buildRuntimeAgentMeta,
+  findAgentByIdOrName,
+  sortRuntimeAgents,
+} from './utils/agentDisplay';
 
 const EDITABLE_AGENT_WORKSPACE_FILES = [
   'SOUL.md',
@@ -174,21 +179,57 @@ export default function LiveTradingApp() {
   const [isRuntimeLogsLoading, setIsRuntimeLogsLoading] = useState(false);
   const [runtimeLogsPayload, setRuntimeLogsPayload] = useState(null);
   const [runtimeLogsError, setRuntimeLogsError] = useState(null);
+  const [runtimeAgents, setRuntimeAgents] = useState([]);
   const agentFeedRef = useRef(null);
   const isSocketReady = isConnected && connectionStatus === 'connected';
 
-  const selectedAgentId = selectedSkillAgentId || AGENTS[0]?.id || null;
+  const resolvedAgents = useMemo(() => {
+    if (!Array.isArray(runtimeAgents) || runtimeAgents.length === 0) {
+      return AGENTS;
+    }
+
+    return sortRuntimeAgents(runtimeAgents).map((agentState, index) => {
+      const agentId = String(agentState?.agent_id || agentState?.id || '').trim();
+      const base = buildRuntimeAgentMeta(agentId, index);
+      const displayName = typeof agentState?.display_name === 'string' ? agentState.display_name.trim() : '';
+      return {
+        ...base,
+        id: agentId,
+        name: displayName || base.name,
+        runtimeStatus: agentState?.status || null,
+        lastSession: agentState?.last_session || null,
+        lastUpdated: agentState?.last_updated || null,
+      };
+    }).filter((agent) => agent.id);
+  }, [runtimeAgents]);
+
+  const selectedAgentId = selectedSkillAgentId || resolvedAgents[0]?.id || null;
   const selectedAgentProfile = selectedAgentId ? (agentProfilesByAgent[selectedAgentId] || null) : null;
   const selectedAgentSkills = selectedAgentId ? (agentSkillsByAgent[selectedAgentId] || []) : [];
   const selectedRunFileContent = selectedAgentId && selectedRunFile
     ? (runFilesByAgent[selectedAgentId]?.[selectedRunFile] || '')
     : '';
 
-  useEffect(() => {
-    if (!selectedSkillAgentId && AGENTS.length > 0) {
-      setSelectedSkillAgentId(AGENTS[0].id);
+  const loadRuntimeAgentsList = useCallback(async () => {
+    try {
+      const payload = await fetchRuntimeAgents();
+      setRuntimeAgents(Array.isArray(payload?.agents) ? payload.agents : []);
+    } catch {
+      setRuntimeAgents([]);
     }
-  }, [selectedSkillAgentId, setSelectedSkillAgentId]);
+  }, []);
+
+  useEffect(() => {
+    if (!selectedSkillAgentId && resolvedAgents.length > 0) {
+      setSelectedSkillAgentId(resolvedAgents[0].id);
+    }
+  }, [resolvedAgents, selectedSkillAgentId, setSelectedSkillAgentId]);
+
+  useEffect(() => {
+    if (selectedSkillAgentId && !resolvedAgents.some((agent) => agent.id === selectedSkillAgentId)) {
+      setSelectedSkillAgentId(resolvedAgents[0]?.id || null);
+    }
+  }, [resolvedAgents, selectedSkillAgentId, setSelectedSkillAgentId]);
 
   useEffect(() => {
     if (!selectedRunFile) {
@@ -196,6 +237,37 @@ export default function LiveTradingApp() {
     }
   }, [selectedRunFile, setSelectedWorkspaceFile]);
 
+  useEffect(() => {
+    void loadRuntimeAgentsList();
+  }, [loadRuntimeAgentsList]);
+
+  useEffect(() => {
+    const handleRuntimeAgentsUpdated = () => {
+      void loadRuntimeAgentsList();
+    };
+    window.addEventListener('runtime-agents-updated', handleRuntimeAgentsUpdated);
+    return () => {
+      window.removeEventListener('runtime-agents-updated', handleRuntimeAgentsUpdated);
+    };
+  }, [loadRuntimeAgentsList]);
+
+  useEffect(() => {
+    if (!isSocketReady) {
+      return;
+    }
+    void loadRuntimeAgentsList();
+  }, [isSocketReady, loadRuntimeAgentsList]);
+
+  useEffect(() => {
+    if (!selectedAgentId || !selectedRunFile) {
+      setRunDraftContent('');
+      return;
+    }
+
+    const cachedContent = runFilesByAgent[selectedAgentId]?.[selectedRunFile];
+    setRunDraftContent(typeof cachedContent === 'string' ? cachedContent : '');
+  }, [runFilesByAgent, selectedAgentId, selectedRunFile, setRunDraftContent]);
+
   useEffect(() => {
     if (!isSocketReady || !selectedAgentId || !clientRef.current) {
       return;
@@ -233,7 +305,7 @@ export default function LiveTradingApp() {
       return;
     }
 
-    AGENTS.forEach((agent) => {
+    resolvedAgents.forEach((agent) => {
       if (!agent?.id) {
         return;
       }
@@ -246,6 +318,7 @@ export default function LiveTradingApp() {
     clientRef,
     isSocketReady,
     requestAgentProfile,
+    resolvedAgents,
   ]);
 
   useEffect(() => {
@@ -326,13 +399,13 @@ export default function LiveTradingApp() {
   const bubbleFor = useCallback((idOrName) => {
     let bubble = bubbles[idOrName];
     if (bubble) return bubble;
-    const agent = AGENTS.find((item) => item.name === idOrName || item.id === idOrName);
+    const agent = findAgentByIdOrName(resolvedAgents, idOrName);
     if (agent) {
       bubble = bubbles[agent.id];
       if (bubble) return bubble;
     }
     return null;
-  }, [bubbles]);
+  }, [bubbles, resolvedAgents]);
 
   const handleManualTrigger = useCallback(() => {
     if (!isSocketReady || !clientRef.current) {
@@ -361,7 +434,7 @@ export default function LiveTradingApp() {
   }, []);
 
   const agentRequests = {
-    agents: AGENTS,
+    agents: resolvedAgents,
     agentProfilesByAgent,
     agentSkillsByAgent,
     runFilesByAgent,

frontend/src/components/AgentFeed.jsx

@@ -1,9 +1,10 @@
 import React, { useState, useRef, useImperativeHandle, forwardRef } from 'react';
 import { formatTime } from '../utils/formatters';
-import { MESSAGE_COLORS, getAgentColors, AGENTS, ASSETS } from '../config/constants';
+import { MESSAGE_COLORS, getAgentColors, ASSETS } from '../config/constants';
 import { getModelIcon } from '../utils/modelIcons';
 import MarkdownModal from './MarkdownModal';
 import LobeModelLogo from './LobeModelLogo.jsx';
+import { findAgentByIdOrName, humanizeAgentId } from '../utils/agentDisplay';
 
 const isAnalyst = (agentId, agentName) => {
   if (agentId && agentId.includes('analyst')) return true;
@@ -36,7 +37,7 @@ const stripMarkdown = (text) => {
     .replace(/^[-=]+$/gm, '');
 };
 
-const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref) => {
+const AgentFeed = forwardRef(({ agents = [], feed, leaderboard, agentProfilesByAgent }, ref) => {
   const feedContentRef = useRef(null);
   const [highlightedId, setHighlightedId] = useState(null);
   const [selectedAgent, setSelectedAgent] = useState('all');
@@ -62,7 +63,7 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
   // Get agent info by name
   const getAgentInfoByName = (agentName) => {
     if (!agentName) return null;
-    const agentConfig = AGENTS.find((agent) => agent.name === agentName);
+    const agentConfig = findAgentByIdOrName(agents, agentName);
     const profile = agentConfig ? agentProfilesByAgent?.[agentConfig.id] : null;
     if (agentConfig && profile?.model_name) {
       return {
@@ -81,7 +82,7 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
     };
   };
 
-  // Get unique agent names from feed (only registered agents in AGENTS)
+  // Get unique agent names from feed using the current runtime agent list.
   const getUniqueAgents = () => {
     const agentNamesInFeed = new Set();
 
@@ -98,9 +99,10 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
       }
     });
 
-    // Filter to only include registered agents and sort by AGENTS array order
-    const registeredAgentNames = AGENTS.map(a => a.name);
-    return registeredAgentNames.filter(name => agentNamesInFeed.has(name));
+    const orderedRuntimeNames = agents.map((agent) => agent.name);
+    const knownNames = orderedRuntimeNames.filter(name => agentNamesInFeed.has(name));
+    const extraNames = [...agentNamesInFeed].filter(name => !orderedRuntimeNames.includes(name));
+    return [...knownNames, ...extraNames];
   };
 
   // Filter feed based on selected agent
@@ -177,6 +179,12 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
 
   const currentSelection = getCurrentSelectionInfo();
 
+  const resolveAgentDisplayName = (name, agentId) => {
+    if (name) return name;
+    const agent = findAgentByIdOrName(agents, agentId);
+    return agent?.name || humanizeAgentId(agentId);
+  };
+
   return (
     <div className="agent-feed">
       <div className="agent-feed-header">
@@ -241,7 +249,7 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
                           type="color"
                         />
                       )}
-                      <span>{agent}</span>
+                      <span>{resolveAgentDisplayName(agent, agentInfo?.agentId)}</span>
                     </div>
                   );
                 })}
@@ -255,7 +263,7 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
           <div className="empty-state">
             {selectedAgent === 'all'
               ? '等待系统更新...'
-              : `${selectedAgent} 没有消息`}
+              : `${resolveAgentDisplayName(selectedAgent, currentSelection.agentInfo?.agentId)} 没有消息`}
           </div>
         )}
 

frontend/src/components/AppShell.jsx

@@ -3,7 +3,6 @@ import GlobalStyles from '../styles/GlobalStyles';
 import Header from './Header.jsx';
 import RuntimeSettingsPanel from './RuntimeSettingsPanel.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';
@@ -401,6 +400,7 @@ export default function AppShell({
                   <div className="view-panel">
                     <Suspense fallback={<ViewLoadingFallback label="加载交易室..." />}>
                       <RoomView
+                        agents={agentRequests.agents}
                         bubbles={bubbles}
                         bubbleFor={bubbleFor}
                         leaderboard={leaderboard}
@@ -501,7 +501,7 @@ export default function AppShell({
           {/* 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} />
+              <AgentFeed ref={agentFeedRef} agents={agentRequests.agents} feed={feed} leaderboard={leaderboard} agentProfilesByAgent={agentProfilesByAgent} />
             </Suspense>
           </div>
         </div>

frontend/src/components/RoomView.jsx

@@ -1,8 +1,9 @@
 import React, { useEffect, useMemo, useRef, useState, useCallback } from 'react';
-import { ASSETS, SCENE_NATIVE, AGENT_SEATS, AGENTS } from '../config/constants';
+import { ASSETS, SCENE_NATIVE, AGENT_SEATS } from '../config/constants';
 import AgentCard from './AgentCard';
 import { getModelIcon } from '../utils/modelIcons';
 import LobeModelLogo from './LobeModelLogo.jsx';
+import { findAgentByIdOrName } from '../utils/agentDisplay';
 
 /**
  * Custom hook to load an image
@@ -48,7 +49,22 @@ 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, agentProfilesByAgent, feed, onJumpToMessage, onOpenLaunchConfig }) {
+function getSeatPosition(index) {
+  if (AGENT_SEATS[index]) {
+    return AGENT_SEATS[index];
+  }
+
+  const overflowIndex = index - AGENT_SEATS.length;
+  const columns = 3;
+  const row = Math.floor(overflowIndex / columns);
+  const column = overflowIndex % columns;
+  return {
+    x: 0.18 + (column * 0.18),
+    y: Math.max(0.14, 0.22 - (row * 0.1)),
+  };
+}
+
+export default function RoomView({ agents = [], bubbles, bubbleFor, leaderboard, agentProfilesByAgent, feed, onJumpToMessage, onOpenLaunchConfig }) {
   const canvasRef = useRef(null);
   const containerRef = useRef(null);
 
@@ -152,16 +168,16 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
   // Determine which agents are speaking
   const speakingAgents = useMemo(() => {
     const speaking = {};
-    AGENTS.forEach(agent => {
+    agents.forEach(agent => {
       const bubble = bubbleFor(agent.name);
       speaking[agent.id] = !!bubble;
     });
     return speaking;
-  }, [bubbles, bubbleFor]);
+  }, [agents, bubbleFor, bubbles]);
 
   // Find agent data from leaderboard
   const getAgentData = (agentId) => {
-    const agent = AGENTS.find(a => a.id === agentId);
+    const agent = agents.find(a => a.id === agentId);
     if (!agent) return null;
     const profile = agentProfilesByAgent?.[agentId] || null;
 
@@ -195,7 +211,7 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
       };
     }
 
-    // Merge data but preserve the correct avatar from AGENTS config
+    // Merge data but preserve the configured visual metadata from frontend.
     return {
       ...agent,
       ...leaderboardData,
@@ -317,10 +333,7 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
         // Skip system messages
         if (msg.agent === 'System') return;
         // Find matching agent
-        const agent = AGENTS.find(a =>
-          a.id === msg.agentId ||
-          a.name === msg.agent
-        );
+        const agent = findAgentByIdOrName(agents, msg.agentId || msg.agent);
         if (agent) {
           messages.push({
             feedItemId: item.id,
@@ -333,10 +346,7 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
       } else if (item.type === 'conference' && item.data?.messages) {
         item.data.messages.forEach((msg, msgIndex) => {
           if (msg.agent === 'System') return;
-          const agent = AGENTS.find(a =>
-            a.id === msg.agentId ||
-            a.name === msg.agent
-          );
+          const agent = findAgentByIdOrName(agents, msg.agentId || msg.agent);
           if (agent) {
             messages.push({
               feedItemId: item.id,
@@ -479,7 +489,7 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
     if (isReplaying) {
       // Find replay bubble for this agent
       const bubble = Object.values(replayBubbles).find(b => {
-        const agent = AGENTS.find(a => a.id === b.agentId);
+        const agent = agents.find(a => a.id === b.agentId);
         return agent && agent.name === agentName;
       });
       return bubble || null;
@@ -487,13 +497,13 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
       // Use normal bubbleFor function
       return bubbleFor(agentName);
     }
-  }, [isReplaying, replayBubbles, bubbleFor]);
+  }, [agents, isReplaying, replayBubbles, bubbleFor]);
 
   return (
     <div className="room-view">
       {/* Agents Indicator Bar */}
       <div className="room-agents-indicator">
-        {AGENTS.map((agent, index) => {
+        {agents.map((agent, index) => {
           const rank = getAgentRank(agent.id);
           const medal = rank ? getRankMedal(rank) : null;
           const agentData = getAgentData(agent.id);
@@ -572,7 +582,7 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
             <canvas ref={canvasRef} className="room-canvas" />
 
             {/* Speech Bubbles */}
-            {AGENTS.map((agent, idx) => {
+            {agents.map((agent, idx) => {
               const bubble = getBubbleForAgent(agent.name);
               if (!bubble) return null;
 
@@ -581,7 +591,7 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfile
               // Check if bubble is hidden
               if (hiddenBubbles[bubbleKey]) return null;
 
-              const pos = AGENT_SEATS[idx];
+              const pos = getSeatPosition(idx);
               const scaledWidth = SCENE_NATIVE.width * scale;
               const scaledHeight = SCENE_NATIVE.height * scale;
 

frontend/src/config/constants.js

@@ -3,6 +3,7 @@
  */
 
 const trimTrailingSlash = (value) => value.replace(/\/+$/, "");
+const mediaAsset = (filename) => `/media/${filename}`;
 const isLocalDevHost = () => {
   if (typeof window === "undefined") {
     return false;
@@ -14,12 +15,12 @@ const isLocalDevHost = () => {
 // Centralized CDN asset URLs
 export const CDN_ASSETS = {
   companyRoom: {
-    agent_1: "https://img.alicdn.com/imgextra/i4/O1CN01Lr7SOl1lSExV0tOwv_!!6000000004817-2-tps-370-320.png",
-    agent_2: "https://img.alicdn.com/imgextra/i3/O1CN017Kb8cY1VQNUmuK47o_!!6000000002647-2-tps-368-312.png",
-    agent_3: "https://img.alicdn.com/imgextra/i3/O1CN010Fp55w1YqtGpVjgsS_!!6000000003111-2-tps-370-320.png",
-    agent_4: "https://img.alicdn.com/imgextra/i3/O1CN01VnUsML1Dkq6fHw3ks_!!6000000000255-2-tps-366-316.png",
-    agent_5: "https://img.alicdn.com/imgextra/i4/O1CN01o0kCQw1kyvbulBSl7_!!6000000004753-2-tps-370-314.png",
-    agent_6: "https://img.alicdn.com/imgextra/i2/O1CN01cLV0zl1FI6ULAunTp_!!6000000000463-2-tps-368-320.png",
+    agent_1: mediaAsset("0.png"),
+    agent_2: mediaAsset("1.png"),
+    agent_3: mediaAsset("2.png"),
+    agent_4: mediaAsset("3.png"),
+    agent_5: mediaAsset("4.png"),
+    agent_6: mediaAsset("5.png"),
     team_logo: "https://img.alicdn.com/imgextra/i2/O1CN01n2S8aV25hcZhhNH95_!!6000000007558-2-tps-616-700.png",
     reme_logo: "https://img.alicdn.com/imgextra/i2/O1CN01FhncuT1Tqp8LfCaft_!!6000000002434-2-tps-915-250.png",
     full_room_dark: "https://img.alicdn.com/imgextra/i2/O1CN014sOgzK28re5haGC3X_!!6000000007986-2-tps-1248-832.png",
@@ -45,6 +46,14 @@ export const ASSETS = {
   remeLogo: CDN_ASSETS.companyRoom.reme_logo,
 };
 
+export const NON_MANAGER_AVATAR_POOL = Array.from({ length: 10 }, (_, index) => (
+  mediaAsset(`${index + 2}.png`)
+));
+
+export const DYNAMIC_ANALYST_AVATAR_POOL = Array.from({ length: 6 }, (_, index) => (
+  mediaAsset(`${index + 6}.png`)
+));
+
 // Scene dimensions (actual image size)
 export const SCENE_NATIVE = { width: 1248, height: 832 };
 
@@ -383,4 +392,3 @@ export const suggestAgentId = (name, baseType) => {
   // Must end with '_analyst' to get analysis tools registered
   return `${normalized || baseType}_${timestamp}_analyst`;
 };
-

frontend/src/hooks/useFeedProcessor.js

@@ -1,5 +1,6 @@
 import { useState, useCallback, useRef } from "react";
 import { AGENTS } from "../config/constants";
+import { humanizeAgentId } from "../utils/agentDisplay";
 
 const MAX_FEED_ITEMS = 200;
 
@@ -108,7 +109,7 @@ const eventToMessage = (evt) => {
       id: generateId("msg"),
       timestamp,
       agentId: evt.agentId,
-      agent: normalizeAgentLabel(agent?.name || evt.agentName || evt.agentId || "Agent", evt.agentId),
+      agent: normalizeAgentLabel(agent?.name || evt.agentName || humanizeAgentId(evt.agentId) || "Agent", evt.agentId),
       role: agent?.role || evt.role || "Agent",
       content: evt.content
     };
@@ -118,7 +119,7 @@ const eventToMessage = (evt) => {
       id: generateId("memory"),
       timestamp,
       agentId: evt.agentId,
-      agent: agent?.name || evt.agentId || "Memory",
+      agent: agent?.name || humanizeAgentId(evt.agentId) || "Memory",
       role: "Memory",
       content: evt.content || evt.text || ""
     };

frontend/src/hooks/useWebSocketConnection.js

@@ -1,5 +1,6 @@
 import { useEffect, useRef, useCallback } from 'react';
 import { AGENTS } from '../config/constants';
+import { fetchRuntimeAgents } from '../services/runtimeApi';
 import { ReadOnlyClient } from '../services/websocket';
 import { useRuntimeStore } from '../store/runtimeStore';
 import { useOpenClawStore } from '../store/openclawStore';
@@ -8,6 +9,7 @@ import { usePortfolioStore } from '../store/portfolioStore';
 import { useAgentStore } from '../store/agentStore';
 import { useUIStore } from '../store/uiStore';
 import { normalizeTickerSymbols } from '../services/runtimeControls';
+import { humanizeAgentId } from '../utils/agentDisplay';
 
 /**
  * Normalize price history from server format
@@ -401,7 +403,7 @@ export function useWebSocketConnection({
     setLocalSkillDraftsByKey, setIsAgentSkillsLoading, setSkillDetailLoadingKey,
     setAgentSkillsSavingKey, setAgentSkillsFeedback, setIsWorkspaceFileLoading,
     setWorkspaceFileSavingKey, setWorkspaceFilesByAgent, setWorkspaceFileFeedback,
-    selectedSkillAgentId } = useAgentStore();
+    setWorkspaceDraftContent, selectedSkillAgentId } = useAgentStore();
 
   const { setBubbles } = useUIStore();
 
@@ -705,14 +707,19 @@ export function useWebSocketConnection({
         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() : '';
+          const content = typeof e.content === 'string' ? e.content : '';
           if (!agentId || !filename) {
             setIsWorkspaceFileLoading(false);
             return;
           }
           setWorkspaceFilesByAgent((prev) => ({
             ...prev,
-            [agentId]: { ...(prev[agentId] || {}), [filename]: typeof e.content === 'string' ? e.content : '' }
+            [agentId]: { ...(prev[agentId] || {}), [filename]: content }
           }));
+          const { selectedSkillAgentId: currentAgentId, selectedWorkspaceFile: currentFilename } = useAgentStore.getState();
+          if (currentAgentId === agentId && currentFilename === filename) {
+            setWorkspaceDraftContent(content);
+          }
           setIsWorkspaceFileLoading(false);
           setWorkspaceFileSavingKey(null);
         },
@@ -1018,16 +1025,25 @@ export function useWebSocketConnection({
 
         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 } });
+          setBubbles({ [e.agentId]: { text: e.content, ts: Date.now(), agentName: agent?.name || e.agentName || humanizeAgentId(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 } });
+          setBubbles({ [e.agentId]: { text: e.content, ts: Date.now(), agentName: agent?.name || e.agentName || humanizeAgentId(e.agentId) } });
           processFeedEvent(e);
         },
 
+        runtime_agents_updated: async () => {
+          try {
+            await fetchRuntimeAgents();
+            window.dispatchEvent(new CustomEvent('runtime-agents-updated'));
+          } catch {
+            // Ignore refresh failures; next manual/runtime refresh will recover.
+          }
+        },
+
         memory: (e) => processFeedEvent(e),
 
         team_summary: (e) => {

frontend/src/store/agentStore.js

@@ -1,4 +1,5 @@
 import { create } from 'zustand';
+import { useShallow } from 'zustand/react/shallow';
 
 const resolveValue = (updater, currentValue) => (
   typeof updater === 'function' ? updater(currentValue) : updater
@@ -66,13 +67,15 @@ export const useAgentStore = create((set) => ({
  * Run-scoped file editing state currently reuses legacy `workspace*` field
  * names inside the store. Prefer this selector for new runtime UI code.
  */
-export const useAgentRunFileState = () => useAgentStore((state) => ({
-  selectedRunFile: state.selectedWorkspaceFile,
-  runFilesByAgent: state.workspaceFilesByAgent,
-  runDraftContent: state.workspaceDraftContent,
-  isRunFileLoading: state.isWorkspaceFileLoading,
-  runFileSavingKey: state.workspaceFileSavingKey,
-  runFileFeedback: state.workspaceFileFeedback,
-  setSelectedRunFile: state.setSelectedWorkspaceFile,
-  setRunDraftContent: state.setWorkspaceDraftContent,
-}));
+export const useAgentRunFileState = () => useAgentStore(
+  useShallow((state) => ({
+    selectedRunFile: state.selectedWorkspaceFile,
+    runFilesByAgent: state.workspaceFilesByAgent,
+    runDraftContent: state.workspaceDraftContent,
+    isRunFileLoading: state.isWorkspaceFileLoading,
+    runFileSavingKey: state.workspaceFileSavingKey,
+    runFileFeedback: state.workspaceFileFeedback,
+    setSelectedRunFile: state.setSelectedWorkspaceFile,
+    setRunDraftContent: state.setWorkspaceDraftContent,
+  }))
+);

frontend/src/utils/agentDisplay.js

@@ -0,0 +1,77 @@
+import { AGENTS, DYNAMIC_ANALYST_AVATAR_POOL } from '../config/constants';
+
+export const STATIC_AGENT_INDEX = new Map(AGENTS.map((agent, index) => [agent.id, { agent, index }]));
+const ANALYST_COLOR_PALETTE = AGENTS.filter((agent) => agent.id.endsWith('_analyst')).map((agent) => agent.colors);
+
+const FALLBACK_AGENT_VISUALS = DYNAMIC_ANALYST_AVATAR_POOL.map((avatar, index) => {
+  return {
+    avatar,
+    colors: ANALYST_COLOR_PALETTE[index % Math.max(ANALYST_COLOR_PALETTE.length, 1)] || AGENTS[0].colors,
+  };
+});
+
+export function humanizeAgentId(agentId) {
+  if (!agentId) return '未知 Agent';
+  const normalized = String(agentId).trim();
+  const staticAgent = STATIC_AGENT_INDEX.get(normalized)?.agent;
+  if (staticAgent?.name) {
+    return staticAgent.name;
+  }
+  const label = normalized
+    .replace(/_/g, ' ')
+    .replace(/\b\w/g, (char) => char.toUpperCase());
+  return label || normalized;
+}
+
+export function inferAgentRole(agentId) {
+  const normalized = String(agentId || '').trim();
+  const staticAgent = STATIC_AGENT_INDEX.get(normalized)?.agent;
+  if (staticAgent?.role) {
+    return staticAgent.role;
+  }
+  if (normalized === 'portfolio_manager') return '投资经理';
+  if (normalized === 'risk_manager') return '风控经理';
+  if (normalized.endsWith('_analyst')) return '分析师';
+  return 'Agent';
+}
+
+export function buildRuntimeAgentMeta(agentId, runtimeIndex = 0) {
+  const normalized = String(agentId || '').trim();
+  const staticAgent = STATIC_AGENT_INDEX.get(normalized)?.agent;
+  if (staticAgent) {
+    return staticAgent;
+  }
+
+  const fallback = FALLBACK_AGENT_VISUALS[runtimeIndex % Math.max(FALLBACK_AGENT_VISUALS.length, 1)] || {
+    avatar: AGENTS[0].avatar,
+    colors: AGENTS[0].colors,
+  };
+  return {
+    id: normalized,
+    name: humanizeAgentId(normalized),
+    role: inferAgentRole(normalized),
+    avatar: fallback.avatar,
+    colors: fallback.colors,
+  };
+}
+
+export function sortRuntimeAgents(agents) {
+  const staticOrder = new Map(AGENTS.map((agent, index) => [agent.id, index]));
+  return [...agents].sort((left, right) => {
+    const leftId = String(left?.agent_id || left?.id || '').trim();
+    const rightId = String(right?.agent_id || right?.id || '').trim();
+    const leftStatic = staticOrder.has(leftId) ? staticOrder.get(leftId) : Number.MAX_SAFE_INTEGER;
+    const rightStatic = staticOrder.has(rightId) ? staticOrder.get(rightId) : Number.MAX_SAFE_INTEGER;
+    if (leftStatic !== rightStatic) {
+      return leftStatic - rightStatic;
+    }
+    return leftId.localeCompare(rightId);
+  });
+}
+
+export function findAgentByIdOrName(agents, idOrName) {
+  if (!Array.isArray(agents) || !idOrName) {
+    return null;
+  }
+  return agents.find((agent) => agent.id === idOrName || agent.name === idOrName) || null;
+}

shared/client/news_client.py

@@ -17,7 +17,11 @@ class NewsServiceClient:
         self._client: httpx.AsyncClient | None = None
 
     async def __aenter__(self) -> "NewsServiceClient":
-        self._client = httpx.AsyncClient(base_url=self.base_url, timeout=30.0)
+        self._client = httpx.AsyncClient(
+            base_url=self.base_url,
+            timeout=90.0,
+            limits=httpx.Limits(max_connections=100, max_keepalive_connections=20)
+        )
         return self
 
     async def __aexit__(self, exc_type, exc_val, exc_tb) -> None:

shared/client/trading_client.py

@@ -21,7 +21,11 @@ class TradingServiceClient:
         self._client: httpx.AsyncClient | None = None
 
     async def __aenter__(self) -> "TradingServiceClient":
-        self._client = httpx.AsyncClient(base_url=self.base_url, timeout=30.0)
+        self._client = httpx.AsyncClient(
+            base_url=self.base_url,
+            timeout=60.0,
+            limits=httpx.Limits(max_connections=100, max_keepalive_connections=20)
+        )
         return self
 
     async def __aexit__(self, exc_type, exc_val, exc_tb) -> None:

start.sh

@@ -1,9 +1,9 @@
 #!/usr/bin/env bash
 # ============================================================
-# 大时代 生产环境启动脚本
+# 大时代 单机启动脚本
 #
 # 用法:
-#   ./start.sh                    # 构建前端 + 后台启动全部服务 (默认)
+#   ./start.sh                    # 构建前端 + 后台启动全部服务 (单机模式)
 #   ./start.sh --no-build         # 跳过前端构建
 #   ./start.sh --no-daemon        # 前台运行 (不使用 nohup)
 #   ./start.sh stop               # 停止所有后台服务
@@ -13,7 +13,7 @@
 #   WORKERS=2                     # uvicorn worker 数 (默认: 2)
 #   GATEWAY_HOST=0.0.0.0          # Gateway 绑定地址
 #   GATEWAY_PORT=8765             # Gateway 端口
-#   FRONTEND_PORT=80              # 前端服务端口 (默认: 80)
+#   FRONTEND_PORT=8080            # 前端服务端口 (默认: 8080)
 # ============================================================
 set -euo pipefail
 
@@ -29,7 +29,7 @@ cd "${SCRIPT_DIR}"
 WORKERS="${WORKERS:-2}"
 GATEWAY_HOST="${GATEWAY_HOST:-0.0.0.0}"
 GATEWAY_PORT="${GATEWAY_PORT:-8765}"
-FRONTEND_PORT="${FRONTEND_PORT:-80}"
+FRONTEND_PORT="${FRONTEND_PORT:-8080}"
 PID_DIR="${SCRIPT_DIR}/.pids"
 LOG_DIR="${SCRIPT_DIR}/logs"
 FRONTEND_DIST="${SCRIPT_DIR}/frontend/dist"
@@ -294,9 +294,12 @@ do_start() {
 
     echo ""
     echo -e "${CYAN}══════════════════════════════════════════${NC}"
-    echo -e "${CYAN}  大时代 · 生产环境启动${NC}"
+    echo -e "${CYAN}  大时代 · 单机启动${NC}"
     echo -e "${CYAN}══════════════════════════════════════════${NC}"
     echo ""
+    echo -e "${YELLOW}说明:${NC} 当前脚本适合单机运行或演示环境。"
+    echo -e "${YELLOW}正式生产部署请优先使用 deploy/systemd + nginx 静态前端方案。${NC}"
+    echo ""
 
     if ${DAEMON}; then
         start_daemon