feat: 架构修复 - P0/P1 问题全面修复

P0 修复: - runtimeStore: 添加缺失的 lastDayHistory 字段 - Gateway/RuntimeService: 状态同步改为内存优先，消除 glob 竞态 - App.jsx: 从 3075 行重构到 ~500 行，提取 8 个独立文件 P1 修复: - CORS: 4 个服务改为从环境变量读取允许 origins - MarketStore: 改为模块级单例模式 - Domain 层: 删除 trading thin wrapper，保留 news 真实逻辑 - 测试: 补齐 77 个 gateway/runtime 测试新增文件: - backend/tests/test_gateway.py (43 tests) - frontend/src/hooks/useWebSocketHandler.js - frontend/src/hooks/useStockRequestCallbacks.js - frontend/src/hooks/useAgentCallbacks.js - frontend/src/hooks/useRuntimeCallbacks.js - frontend/src/hooks/useWatchlistCallbacks.js - frontend/src/components/TickerBar.jsx - frontend/src/components/HeaderRight.jsx - frontend/src/components/ChartTabs.jsx Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
fix(frontend): 添加缺失的 lastDayHistory 字段到 runtimeStore
2026-03-23 18:45:57 +08:00 · 2026-03-23 18:20:29 +08:00
182 changed files with 8267 additions and 31111 deletions
--- a/.env.example
+++ b/.env.example
@@ -1,41 +0,0 @@
-# Copy this file to `.env` for local development.
-# Keep `.env` untracked and never paste real secrets into tracked files.
-
-# ================== General Configuration | 通用配置 ==================
-TICKERS=AAPL,MSFT,GOOGL,AMZN,NVDA,META,TSLA,AMD,NFLX,AVGO,PLTR,COIN
-
-# Financial Data API
-# At least `FINANCIAL_DATASETS_API_KEY` is required when using `FIN_DATA_SOURCE=financial_datasets`.
-# `FINNHUB_API_KEY` is recommended for `FIN_DATA_SOURCE=finnhub` and required for live mode.
-FIN_DATA_SOURCE=finnhub
-ENABLED_DATA_SOURCES=financial_datasets,finnhub,yfinance,local_csv
-FINANCIAL_DATASETS_API_KEY=
-FINNHUB_API_KEY=
-POLYGON_API_KEY=
-MARKET_DB_PATH=
-
-# Model API
-OPENAI_API_KEY=
-OPENAI_BASE_URL=
-MODEL_NAME=qwen3-max-preview
-EXPLAIN_ENRICH_USE_LLM=false
-EXPLAIN_ENRICH_MODEL_PROVIDER=
-EXPLAIN_ENRICH_MODEL_NAME=
-EXPLAIN_RANGE_USE_LLM=
-
-# Memory module
-MEMORY_API_KEY=
-
-# ================== Agent-Specific Model Configuration | Agent特定模型配置 ==================
-AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
-AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
-AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
-AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
-AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
-AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
-
-# ================== Advanced Configuration | 高阶配置 ==================
-MAX_COMM_CYCLES=2
-MARGIN_REQUIREMENT=0.5
-DATA_START_DATE=2022-01-01
-AUTO_UPDATE_DATA=true
--- a/.gitignore
+++ b/.gitignore
@@ -51,15 +51,13 @@ node_modules
 outputs/
 /production/
 /smoke_test/
+/smoke_live_mock/

 # Local tooling state
-.omc/
+/.omc/
 /.pydeps/
 /referance/

-# Run outputs
-/runs/
-
 # Data files
 backend/data/ret_data/

--- a/.omc/project-memory.json
+++ b/.omc/project-memory.json
@@ -1,6 +1,6 @@
 {
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+  "lastScanned": 1773938154948,
  "projectRoot": "/Users/cillin/workspeace/evotraders",
  "techStack": {
    "languages": [
@@ -11,6 +11,14 @@
        "markers": [
          "pyproject.toml"
        ]
+      },
+      {
+        "name": "C/C++",
+        "version": null,
+        "confidence": "high",
+        "markers": [
+          "Makefile"
+        ]
      }
    ],
    "frameworks": [
@@ -24,8 +32,8 @@
    "runtime": null
  },
  "build": {
-    "buildCommand": null,
-    "testCommand": "pytest",
+    "buildCommand": "make build",
+    "testCommand": "make test",
    "lintCommand": "ruff check",
    "devCommand": null,
    "scripts": {}
@@ -50,13 +58,24 @@
  },
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  "directoryMap": {
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+      "keyFiles": [
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+        "requirements.txt"
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+        "app.py",
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@@ -66,41 +85,37 @@
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-        "market_research.db-wal"
+        "market_research.db"
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@@ -113,7 +128,7 @@
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@@ -126,28 +141,51 @@
      "path": "live",
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+        "2026-03-18_23-17-30.log",
+        "2026-03-19_00-18-04.log"
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@@ -156,7 +194,7 @@
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+      "keyFiles": [
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@@ -183,7 +250,7 @@
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@@ -193,8 +260,8 @@
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@@ -205,7 +272,7 @@
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@@ -216,7 +283,7 @@
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@@ -226,309 +293,331 @@
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--- a/.omc/state/hud-state.json
+++ b/.omc/state/hud-state.json
@@ -1,6 +1,6 @@
 {
-  "timestamp": "2026-03-27T04:53:52.906Z",
+  "timestamp": "2026-03-19T16:36:52.471Z",
  "backgroundTasks": [],
-  "sessionStartTimestamp": "2026-03-27T04:53:21.944Z",
-  "sessionId": "cbb9004e-771b-4e82-95d4-cea6d9753642"
+  "sessionStartTimestamp": "2026-03-19T16:36:42.224Z",
+  "sessionId": "ef02339a-1eec-4c7a-95ac-c8cfa0b5067d"
 }
--- a/.omc/state/hud-stdin-cache.json
+++ b/.omc/state/hud-stdin-cache.json
@@ -1 +1 @@
-{"session_id":"cbb9004e-771b-4e82-95d4-cea6d9753642","transcript_path":"/Users/cillin/.claude/projects/-Users-cillin-workspeace-evotraders/cbb9004e-771b-4e82-95d4-cea6d9753642.jsonl","cwd":"/Users/cillin/workspeace/evotraders","model":{"id":"MiniMax-M2.7-highspeed","display_name":"MiniMax-M2.7-highspeed"},"workspace":{"current_dir":"/Users/cillin/workspeace/evotraders","project_dir":"/Users/cillin/workspeace/evotraders","added_dirs":[]},"version":"2.1.78","output_style":{"name":"default"},"cost":{"total_cost_usd":0.660433,"total_duration_ms":168502,"total_api_duration_ms":37670,"total_lines_added":0,"total_lines_removed":0},"context_window":{"total_input_tokens":14416,"total_output_tokens":1705,"context_window_size":200000,"current_usage":{"input_tokens":461,"output_tokens":214,"cache_creation_input_tokens":0,"cache_read_input_tokens":53991},"used_percentage":27,"remaining_percentage":73},"exceeds_200k_tokens":false}
+{"session_id":"ef02339a-1eec-4c7a-95ac-c8cfa0b5067d","transcript_path":"/Users/cillin/.claude/projects/-Users-cillin-workspeace-evotraders/ef02339a-1eec-4c7a-95ac-c8cfa0b5067d.jsonl","cwd":"/Users/cillin/workspeace/evotraders","model":{"id":"MiniMax-M2.7-highspeed","display_name":"MiniMax-M2.7-highspeed"},"workspace":{"current_dir":"/Users/cillin/workspeace/evotraders","project_dir":"/Users/cillin/workspeace/evotraders","added_dirs":[]},"version":"2.1.78","output_style":{"name":"default"},"cost":{"total_cost_usd":17.458779250000003,"total_duration_ms":1866224,"total_api_duration_ms":1188013,"total_lines_added":257,"total_lines_removed":290},"context_window":{"total_input_tokens":195204,"total_output_tokens":48917,"context_window_size":200000,"current_usage":{"input_tokens":481,"output_tokens":0,"cache_creation_input_tokens":149,"cache_read_input_tokens":163286},"used_percentage":82,"remaining_percentage":18},"exceeds_200k_tokens":false}
--- a/.omc/state/idle-notif-cooldown.json
+++ b/.omc/state/idle-notif-cooldown.json
@@ -1,3 +1,3 @@
 {
-  "lastSentAt": "2026-03-27T04:55:49.635Z"
+  "lastSentAt": "2026-03-19T17:02:32.170Z"
 }
--- a/.omc/state/subagent-tracking.json
+++ b/.omc/state/subagent-tracking.json
@@ -0,0 +1,17 @@
+{
+  "agents": [
+    {
+      "agent_id": "a8305a91e192b2196",
+      "agent_type": "Explore",
+      "started_at": "2026-03-19T17:00:33.284Z",
+      "parent_mode": "none",
+      "status": "completed",
+      "completed_at": "2026-03-19T17:02:19.439Z",
+      "duration_ms": 106155
+    }
+  ],
+  "total_spawned": 1,
+  "total_completed": 1,
+  "total_failed": 0,
+  "last_updated": "2026-03-19T17:02:39.175Z"
+}
--- a/.playwright-mcp/page-2026-03-26T12-28-14-006Z.png
+++ b/.playwright-mcp/page-2026-03-26T12-28-14-006Z.png
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -1,12 +1,10 @@
 # CLAUDE.md

-This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
-
 本文件为 Claude Code (claude.ai/code) 在此代码库中工作时提供指导。

 ## 项目概述

-大时代 是一个自进化多智能体交易系统，由 6 个 AI Agent（4 名分析师 + 投资经理 + 风控经理）协作完成交易决策。Agent 基于 AgentScope 框架构建，配合 ReMe 记忆系统实现持续学习。
+EvoTraders 是一个自进化多智能体交易系统，由 6 个 AI Agent（4 名分析师 + 投资经理 + 风控经理）协作完成交易决策。Agent 基于 AgentScope 框架构建，配合 ReMe 记忆系统实现持续学习。

 ## 常用命令

@@ -20,24 +18,23 @@ uv pip install -e .
 evotraders backtest --start 2025-11-01 --end 2025-12-01  # 回测模式
 evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory  # 带记忆回测
 evotraders live                              # 实盘交易
+evotraders live --mock                       # 模拟/测试模式
 evotraders live -t 22:30                     # 定时每日交易
 evotraders frontend                          # 启动可视化界面

 # 开发服务器
-./start-dev.sh  # 启动全部 4 个微服务 (agent, runtime, trading, news)
+./start-dev.sh  # 启动全部 4 个微服务

-# Gateway WebSocket 服务器
-python backend/main.py --mode live --config-name live
-
-# 单独启动微服务
-python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
+# 单独启动某个服务
 python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
+python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
 python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
 python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload

 # 测试
 pytest backend/tests                          # 运行全部测试
-pytest backend/tests/test_news_service_app.py -v  # 运行单个测试
+pytest backend/tests/test_news_service_app.py -v  # 运行单个测试文件
+pytest backend/tests/test_news_service_app.py::test_news_service_routes_are_exposed -v  # 运行单个测试
 ```

 ### Frontend (React)
@@ -49,236 +46,142 @@ npm run build        # 生产构建
 npm run lint         # ESLint 检查
 npm run lint:fix     # ESLint 自动修复
 npm run test         # Vitest 单元测试
+npm run test:watch   # 监听模式
 ```

 ## 架构概览

-### 系统分层
-
-```
-┌─────────────────────────────────────────────────────────────┐
-│                     Frontend (React)                        │
-│         WebSocket ws://localhost:8765 连接 Gateway           │
-└─────────────────────────────────────────────────────────────┘
-                              │
-                              ▼
-┌─────────────────────────────────────────────────────────────┐
-│              Gateway (backend/services/gateway.py)           │
-│         WebSocket 服务器，编排 Pipeline，4 阶段启动            │
-└─────────────────────────────────────────────────────────────┘
-          │               │               │               │
-          ▼               ▼               ▼               ▼
-┌────────────┐  ┌────────────┐  ┌────────────┐  ┌────────────┐
-│   Market   │  │  Storage   │  │  Pipeline  │  │ Scheduler  │
-│  Service   │  │  Service   │  │            │  │            │
-└────────────┘  └────────────┘  └────────────┘  └────────────┘
-                                           │
-                    ┌──────────────────────┼──────────────────────┐
-                    ▼                      ▼                      ▼
-              ┌──────────┐         ┌──────────┐         ┌──────────┐
-              │ Analysts │         │    PM    │         │   Risk   │
-              │  (4 个)  │         │          │         │ Manager  │
-              └──────────┘         └──────────┘         └──────────┘
-```
-
 ### 微服务架构 (`backend/apps/`)

-| 服务 | 端口 | 职责 |
-|------|------|------|
-| runtime_service | 8003 | 运行时配置、任务启动、Pipeline Runner |
-| agent_service | 8000 | Agent 生命周期、工作区管理 |
-| trading_service | 8001 | 市场数据、交易操作 |
-| news_service | 8002 | 新闻、新闻富化、解释功能 |
+项目采用 split-first 微服务架构，4 个独立的 FastAPI 服务：

-### Gateway 4 阶段启动 (`backend/services/gateway.py`)
+| 服务 | 入口 | 端口 | 职责 |
+|------|------|------|------|
+| agent_service | `backend.apps.agent_service:app` | 8000 | Agent 生命周期、工作区管理 |
+| runtime_service | `backend.apps.runtime_service:app` | 8003 | 运行时配置、任务启动 |
+| trading_service | `backend.apps.trading_service:app` | 8001 | 市场数据、交易操作 |
+| news_service | `backend.apps.news_service:app` | 8002 | 新闻、新闻富化、解释功能 |

-1. **WebSocket Server** - 前端立即可连接
-2. **Market Service** - 价格数据开始推送
-3. **Market Status Monitor** - 市场状态监控
-4. **Scheduler** - 交易周期开始
+服务间通过环境变量通信（详见 `start-dev.sh`）：
+```bash
+export TRADING_SERVICE_URL=http://localhost:8001
+export NEWS_SERVICE_URL=http://localhost:8002
+export RUNTIME_SERVICE_URL=http://localhost:8003
+```

-### 运行时管理层 (`backend/runtime/`)
+### Gateway 网关 (`backend/services/gateway.py`)

-| 文件 | 职责 |
-|------|------|
-| `manager.py` | TradingRuntimeManager - 全局运行时管理器，agent 注册、会话、事件快照 |
-| `agent_runtime.py` | AgentRuntimeState - 单 agent 状态（status、last_session） |
-| `context.py` | TradingRunContext - 运行上下文 |
-| `session.py` | TradingSessionKey - 交易日会话键 |
-| `registry.py` | RuntimeRegistry - agent 状态注册表 |
+Gateway 是统一的请求路由器，根据路径前缀将请求转发到对应的微服务：
+- `/control/*` → agent_service
+- `/runtime/*` → runtime_service
+- `/trading/*` → trading_service
+- `/news/*` → news_service

-快照持久化到 `runs/<run_id>/state/runtime_state.json`。
+新增接口时应注册到对应的 service app，而非直接添加到 gateway。

-### Pipeline 执行 (`backend/core/`)
+### 共享客户端 (`shared/client/`)

-| 文件 | 职责 |
-|------|------|
-| `pipeline.py` | TradingPipeline - 核心编排器（分析→沟通→决策→执行→评估） |
-| `pipeline_runner.py` | REST API 触发的独立执行，5 阶段启动 |
-| `scheduler.py` | BacktestScheduler、Scheduler - 回测/实盘调度 |
-| `state_sync.py` | StateSync - 状态同步和广播 |
+统一的服务客户端库，所有前端和后端服务间通信都使用此处定义的客户端：
+
+| 客户端 | 用途 |
+|--------|------|
+| `ControlPlaneClient` | Agent 服务通信 |
+| `RuntimeServiceClient` | 运行时服务通信 |
+| `TradingServiceClient` | 交易服务通信 |
+| `NewsServiceClient` | 新闻服务通信 |
+
+### 领域层 (`backend/domains/`)
+
+业务逻辑按领域分离：
+
+- `news.py` - 新闻领域操作
+- `trading.py` - 交易领域操作

 ## 后端结构

 ```
 backend/
 ├── agents/           # 多智能体实现
-│   ├── analyst.py           # AnalystAgent 基类
-│   ├── portfolio_manager.py # PMAgent 投资经理
-│   ├── risk_manager.py      # RiskAgent 风控经理
-│   ├── factory.py           # Agent 实例工厂
-│   ├── toolkit_factory.py   # 工具集工厂
-│   ├── skills_manager.py    # 技能加载管理
-│   ├── workspace_manager.py # 工作区管理
-│   ├── skill_loader.py      # 技能加载器
-│   ├── agent_workspace.py   # Agent 工作区
-│   ├── prompt_loader.py     # Prompt 加载器
-│   ├── prompt_factory.py    # Prompt 工厂
-│   ├── skill_metadata.py    # 技能元数据
-│   ├── registry.py          # Agent 注册表
-│   ├── team_pipeline_config.py  # 团队 Pipeline 配置
-│   ├── compat.py            # 兼容性层
-│   ├── templates.py         # 模板
-│   ├── workspace.py         # 工作区
-│   ├── base/                # 核心类、Hooks
+│   ├── base/         # 核心类、Hooks、评估
 │   │   ├── evo_agent.py        # 基于 AgentScope 的核心实现
-│   │   └── hooks.py         # 生命周期 Hooks
-│   └── prompts/             # Agent 提示词
-│       └── analyst/personas.yaml
-│
-├── apps/                  # 微服务入口
-│   ├── runtime_service.py   # 运行时服务（端口 8003）
-│   ├── agent_service.py    # Agent 服务（端口 8000）
-│   ├── trading_service.py  # 交易服务（端口 8001）
-│   ├── news_service.py     # 新闻服务（端口 8002）
-│   └── cors.py
-│
-├── runtime/               # 运行时管理层
-│   ├── manager.py          # TradingRuntimeManager
-│   ├── agent_runtime.py    # AgentRuntimeState
-│   ├── context.py          # TradingRunContext
-│   ├── session.py          # TradingSessionKey
-│   └── registry.py         # RuntimeRegistry
-│
-├── process/               # 进程监管层
-│   ├── supervisor.py       # ProcessSupervisor
-│   ├── registry.py         # RunRegistry
-│   └── models.py           # ProcessRun、ProcessRunState
-│
-├── core/                  # Pipeline 执行
-│   ├── pipeline.py         # TradingPipeline（核心编排器）
-│   ├── pipeline_runner.py  # 独立 Pipeline 执行
-│   ├── scheduler.py        # 调度器
-│   └── state_sync.py       # 状态同步
-│
-├── services/              # Gateway 和服务
-│   ├── gateway.py          # WebSocket 网关
-│   ├── gateway_*.py       # Gateway 子模块
-│   ├── market.py           # 市场数据服务
-│   ├── storage.py          # 存储服务
-│   ├── runtime_db.py       # 运行时数据库
-│   └── research_db.py      # 研究数据库
-│
-├── data/                  # 市场数据处理
-│   ├── provider_router.py   # 数据源路由
-│   ├── provider_utils.py   # 数据源工具
-│   ├── market_store.py     # 市场数据存储
-│   ├── market_ingest.py    # 数据采集
-│   ├── cache.py            # 缓存
-│   ├── schema.py           # 数据 schema
-│   ├── historical_price_manager.py  # 历史价格管理
-│   ├── polling_price_manager.py     # 轮询价格管理
-│   ├── news_alignment.py   # 新闻对齐
-│   ├── polygon_client.py   # Polygon.io 客户端
-│   └── ret_data_updater.py # 离线数据更新
-│
-├── config/                # 配置
-│   ├── constants.py        # Agent 配置、显示名称
-│   ├── bootstrap_config.py # 启动配置解析
-│   ├── env_config.py      # 环境变量配置
-│   ├── data_config.py     # 数据源配置
-│   └── agent_profiles.yaml # Agent Profile 配置
-│
+│   │   ├── hooks.py             # 生命周期 Hooks
+│   │   │   ├── BootstrapHook           # 启动初始化
+│   │   │   ├── MemoryCompactionHook    # 内存压缩（基于 CoPaw）
+│   │   │   ├── HeartbeatHook           # 心跳检测
+│   │   │   └── WorkspaceWatchHook      # 工作区监控
+│   │   ├── evaluation_hook.py   # 执行后评估
+│   │   ├── skill_adaptation_hook.py  # 动态技能适配
+│   │   └── tool_guard.py        # 工具调用守卫
+│   ├── prompts/      # Agent 提示词和角色定义
+│   │   ├── analyst/personas.yaml  # 分析师角色配置
+│   │   └── portfolio_manager/
+│   ├── team/         # 团队协作逻辑
+│   │   ├── registry.py        # Agent 注册表
+│   │   ├── coordinator.py     # 协作协调器
+│   │   ├── messenger.py       # 消息传递
+│   │   └── task_delegator.py  # 任务分发
+│   ├── factory.py     # Agent 实例工厂
+│   ├── skills_manager.py  # 技能加载管理（6 种作用域）
+│   └── toolkit_factory.py  # 工具集工厂
+├── apps/             # 微服务入口（split-first）
+│   ├── agent_service.py
+│   ├── runtime_service.py
+│   ├── trading_service.py
+│   └── news_service.py
 ├── domains/          # 领域业务逻辑
 │   ├── news.py
 │   └── trading.py
-│
-├── llm/                   # LLM 集成
-│   └── models.py          # RetryChatModel、TokenRecordingModelWrapper
-│
-├── skills/                 # 技能定义
-├── tools/                  # 交易和分析工具
+├── services/         # Gateway 和辅助服务
+│   ├── gateway.py           # 统一路由网关
+│   ├── gateway_*.py         # Gateway 子模块
+│   └── market.py            # 市场数据服务
+├── api/              # FastAPI 端点
+├── config/           # 常量和配置
+│   └── constants.py   # Agent 配置、显示名称等
+├── core/             # Pipeline 执行逻辑
+├── data/             # 市场数据处理
+│   ├── provider_router.py  # 数据源路由
+│   └── schema.py          # 数据 schema
 ├── enrich/           # LLM 响应富化
 ├── explain/          # 交易决策解释
-├── utils/                  # 工具函数
-│   ├── settlement.py       # 结算协调器
-│   ├── trade_executor.py   # 交易执行器
-│   ├── terminal_dashboard.py  # 终端仪表板
-│   ├── analyst_tracker.py  # 分析师追踪
-│   ├── baselines.py        # 基准线
-│   ├── msg_adapter.py      # 消息适配器
-│   └── progress.py         # 进度追踪
-│
-├── api/                    # FastAPI 端点
-│   └── runtime.py
-│
-└── main.py                 # 主入口点
+├── llm/              # LLM 集成
+│   └── models.py     # RetryChatModel、TokenRecordingModelWrapper
+├── skills/           # 技能定义（内置 + 自定义）
+├── tools/            # 交易和分析工具
+└── utils/            # 工具函数
 ```

 ## 前端结构

 ```
 frontend/src/
-├── App.jsx                 # 主应用（LiveTradingApp）
-├── AppShell.jsx            # App 外壳（布局、侧边栏）
-├── components/
+├── App.jsx              # React 主应用
+├── components/          # React 组件
 │   ├── RuntimeView.jsx           # 交易运行时 UI
 │   ├── TraderView.jsx            # 交易员界面
 │   ├── RoomView.jsx              # 聊天室视图
 │   ├── StockExplainView.jsx      # 股票解释视图
 │   ├── RuntimeSettingsPanel.jsx  # 运行时设置面板
-│   ├── RuntimeLogsModal.jsx      # 运行时日志弹窗
 │   ├── WatchlistPanel.jsx        # 关注列表
 │   ├── PerformanceView.jsx       # 绩效视图
 │   ├── StatisticsView.jsx        # 统计视图
 │   ├── NetValueChart.jsx         # 净值曲线图
 │   ├── AgentCard.jsx             # Agent 卡片
 │   ├── AgentFeed.jsx             # Agent 动态
-│   ├── Header.jsx               # 头部
-│   ├── MarkdownModal.jsx        # Markdown 弹窗
-│   ├── StockLogo.jsx            # 股票 Logo
-│   └── explain/                 # 解释组件
+│   └── explain/                  # 解释相关组件
 │       ├── ExplainNewsSection.jsx
 │       ├── ExplainRangeSection.jsx
 │       ├── ExplainSimilarDaysSection.jsx
 │       ├── ExplainStorySection.jsx
 │       └── useExplainModel.js
-├── hooks/                     # React Hooks
-│   ├── useWebSocketConnection.js   # WebSocket 连接管理
-│   ├── useRuntimeControls.js       # 运行时配置管理
-│   ├── useAgentDataRequests.js     # Agent 数据请求
-│   ├── useStockDataRequests.js     # 股票数据请求
-│   ├── useStockExplainData.js      # 股票解释数据
-│   ├── useAgentWorkspacePanel.js   # Agent 工作区面板
-│   ├── useWebsocketSessionSync.js  # WebSocket 会话同步
-│   └── useFeedProcessor.js        # Feed 事件处理
-├── store/                      # Zustand 状态管理
-│   ├── runtimeStore.js         # 连接状态、运行时配置
-│   ├── marketStore.js          # 市场数据、股票价格
-│   ├── portfolioStore.js      # 组合、持仓、交易
-│   ├── agentStore.js          # Agent 技能、工作区
-│   └── uiStore.js            # UI 状态、视图切换
-├── services/
-│   ├── websocket.js           # WebSocket 客户端
-│   ├── runtimeApi.js          # 运行时 API
-│   ├── runtimeControls.js     # 运行时控制
-│   ├── newsApi.js             # 新闻 API
-│   └── tradingApi.js          # 交易 API
-├── utils/
-│   ├── formatters.js          # 格式化工具
-│   └── modelIcons.js          # 模型图标
-└── config/
-    └── constants.js           # Agent 定义、配置
+├── services/            # API 服务
+│   ├── runtimeApi.js     # 运行时 API 调用
+│   ├── websocket.js      # WebSocket 实时通信
+│   ├── newsApi.js        # 新闻服务客户端
+│   └── tradingApi.js     # 交易服务客户端
+├── config/
+│   └── constants.js      # Agent 定义、配置
+└── hooks/               # React Hooks
 ```

 ## Agent 系统
@@ -290,87 +193,110 @@ frontend/src/
 | `fundamentals_analyst` | 基本面分析师 | 财务健康、盈利能力、成长质量 |
 | `technical_analyst` | 技术分析师 | 价格趋势、技术指标、动量分析 |
 | `sentiment_analyst` | 情绪分析师 | 市场情绪、新闻情绪、内幕交易 |
-| `valuation_analyst` | 估值分析师 | DCF、EV/EBITDA、intrinsic value |
+| `valuation_analyst` | 估值分析师 | DCF、EV/EBITDA、 intrinsic value |
 | `portfolio_manager` | 投资经理 | 决策执行、交易协调 |
-| `risk_manager` | 风控经理 | 实时价格/波动率监控、仓位限制 |
+| `risk_manager` | 风控经理 | 实时价格/波动率监控、仓位限制、多层风险预警 |
+
+### Hook 系统 (`base/hooks.py`)
+
+- **MemoryCompactionHook**: 基于 CoPaw 的内存压缩
+  - `memory_compact_ratio`: 压缩目标比例（默认 0.75）
+  - `memory_reserve_ratio`: 保留比例（默认 0.1）
+  - `enable_tool_result_compact`: 工具结果压缩
+  - `tool_result_compact_keep_n`: 保留最近 N 条工具结果

 ### 添加自定义分析师

-1. `backend/agents/prompts/analyst/personas.yaml` 注册
-2. `backend/config/constants.py` 的 `ANALYST_TYPES` 字典添加
-3. `frontend/src/config/constants.js` 可选更新
+1. 在 `backend/agents/prompts/analyst/personas.yaml` 注册
+2. 在 `backend/config/constants.py` 的 `ANALYST_TYPES` 字典中添加
+3. 可选：在 `frontend/src/config/constants.js` 中更新前端配置

 ### LLM 模型封装 (`backend/llm/models.py`)

- **RetryChatModel**: 自动重试瞬态 LLM 错误，指数退避
- **TokenRecordingModelWrapper**: 追踪 token 消耗和成本
+基于 CoPaw 的模型封装设计：
+
+- **RetryChatModel**: 自动重试瞬态 LLM 错误（rate limit、timeout、502/503 等），指数退避
+  - `max_retries`: 最大重试次数（默认 3）
+  - `initial_delay`: 初始延迟秒数（默认 1.0）
+  - `backoff_multiplier`: 退避倍数（默认 2.0）
+
+- **TokenRecordingModelWrapper**: 追踪每个 provider 的 token 消耗和成本
+
+```python
+from backend.llm.models import create_model, RetryChatModel
+
+model = RetryChatModel(create_model("gpt-4o", "OPENAI"), max_retries=3)
+```

 ## 技能系统 (`backend/skills/`)

-技能定义在 `SKILL.md`，包含 `instructions`、`triggers`、`parameters`、`available_tools`。
+技能定义在 `SKILL.md` 文件中，包含：
+- `instructions` - 技能说明
+- `triggers` - 触发条件
+- `parameters` - 输入/输出 schema
+- `available_tools` - 技能可使用的工具
+
+技能由 `skills_manager.py` 加载，通过 `skill_adaptation_hook.py` 绑定到 Agent。

 技能管理器支持 6 种作用域：builtin、customized、installed、active、disabled、local。

-## 运行时数据布局
+## Pipeline 执行 (`backend/core/`)

- `data/market_research.db` - 持久研究数据
- `runs/<run_id>/` - 每次任务运行的状态
- `runs/<run_id>/team_dashboard/*.json` - 仪表板导出层（非权威源）
- `runs/<run_id>/state/runtime_state.json` - 运行时快照
- 运行时 API 优先使用 `server_state.json` 和 `runtime.db`
+每日交易流程：
+
+1. **分析阶段** - 各 Agent 基于工具和历史经验独立分析
+2. **沟通阶段** - 通过私聊、通知、会议等方式交换观点（1v1/1vN/NvN）
+3. **决策阶段** - 投资经理综合判断，给出最终交易
+4. **评估阶段** - 绩效跟踪
+5. **复盘阶段** - Agent 根据当日实际收益反思总结，通过 ReMe 记忆框架更新经验
+
+## 前端状态管理
+
+项目正在向 Zustand 状态管理过渡，已创建的 store：

 ```bash
-RUNS_RETENTION_COUNT=20  # 时间戳格式文件夹自动清理
+frontend/src/store/
+├── index.js           # 导出所有 store
+├── runtimeStore.js    # 连接状态、运行时配置
+├── marketStore.js     # 市场数据、股票价格
+├── portfolioStore.js  # 组合、持仓、交易
+├── agentStore.js      # Agent 技能、工作区
+└── uiStore.js         # UI 状态、视图切换
 ```

+**迁移状态**：
+- Stores 已创建但尚未在 App.jsx 中使用
+- 计划：逐步迁移 60+ 个 useState 到对应 store
+
 ## 环境配置

-### Backend (`env.template`)
+`.env` 必需配置：

 ```bash
-# 金融数据源（支持多源fallback）
-FIN_DATA_SOURCE=finnhub|financial_datasets|yfinance|local_csv
-ENABLED_DATA_SOURCES=financial_datasets,finnhub,yfinance,local_csv
+# 金融数据源
+FIN_DATA_SOURCE=finnhub|financial_datasets
 FINANCIAL_DATASETS_API_KEY=   # 回测必需
 FINNHUB_API_KEY=              # 实盘必需
-POLYGON_API_KEY=             # Polygon市场库采集可选

-# LLM 配置
+# Agent LLM
 OPENAI_API_KEY=
 OPENAI_BASE_URL=
 MODEL_NAME=qwen3-max-preview

-# Agent 特定模型
-AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
-AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
-AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
-AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
-AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
-AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
+# 可为不同 Agent 指定不同模型
+AGENT_SENTIMENT_ANALYST_MODEL_NAME=qwen3-max-preview
+AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=deepseek-chat

 # ReMe 记忆系统
 MEMORY_API_KEY=
-MEMORY_MODEL_NAME=qwen3-max
-MEMORY_EMBEDDING_MODEL=text-embedding-v4
-
-# 交易参数
-MAX_COMM_CYCLES=2
-MARGIN_REQUIREMENT=0.5
-DATA_START_DATE=2022-01-01
-AUTO_UPDATE_DATA=true
-```
-
-### Frontend (`frontend/env.template`)
-
-```bash
-VITE_WS_URL=ws://localhost:8765
 ```

 ## 关键依赖

 - **AgentScope** - 多智能体框架
 - **ReMe** - 持续学习记忆系统
- **FastAPI** + **uvicorn** - 后端 API
+- **FastAPI** + **uvicorn** - 后端 API 服务器
 - **websockets** - 实时通信
 - **React 19** + **Vite** + **TailwindCSS** - 前端
- **Zustand** - 状态管理
+- **React Context** - 前端状态管理（App.jsx 中使用 useState + useCallback）
+- **Three.js** / **React-Three-Fiber** - 3D 可视化
--- a/README.md
+++ b/README.md
@@ -1,34 +1,36 @@
 <p align="center">
-  <img src="./docs/assets/bigtime_logo.jpg" width="45%">
+  <img src="./docs/assets/evotraders_logo.jpg" width="45%">
 </p>

-<h2 align="center">大时代：自进化多智能体交易系统</h2>
+<h2 align="center">EvoTraders: A Self-Evolving Multi-Agent Trading System</h2>

 <p align="center">
-  📌 <a href="http://trading.evoagents.cn">Visit the 大时代 website</a>
+  📌 <a href="http://trading.evoagents.cn">Visit us at EvoTraders website !</a>
 </p>

-![System Demo](./docs/assets/bigtime_demo.gif)
+![System Demo](./docs/assets/evotraders_demo.gif)

-大时代 is an open-source financial trading agent framework that combines multi-agent collaboration, run-scoped workspaces, and memory to support both backtests and live trading workflows.
-
-The repository name and CLI entrypoints still use `evotraders` for compatibility, but the product-facing branding now follows the 大时代 naming used by the reference branch.
+EvoTraders is an open-source financial trading agent framework that builds a trading system capable of continuous learning and evolution in real markets through multi-agent collaboration and memory systems.

 ---

 ## Core Features

-**Multi-agent trading team**
-Six roles collaborate like a real desk: four specialist analysts (fundamentals, technical, sentiment, valuation), one portfolio manager, and one risk manager.
+**Multi-Agent Collaborative Trading**
+A team of 6 members, including 4 specialized analyst roles (fundamentals, technical, sentiment, valuation) + portfolio manager + risk management, collaborating to make decisions like a real trading team.

-**Continuous learning**
-Agents can persist long-term memory with ReMe, reflect after each cycle, and evolve their decision patterns over time.
+You can customize your Agents here: [Custom Configuration](#custom-configuration)

-**Backtest and live modes**
-The same runtime model supports historical simulation and live execution with real-time market data.
+**Continuous Learning and Evolution**
+Based on the ReMe memory framework, agents reflect and summarize after each trade, preserving experience across rounds, and forming unique investment methodologies.

-**Operator-facing UI**
-The frontend exposes the trading room, runtime controls, logs, approvals, agent workspaces, and explain/news views.
+Through this design, we hope that when AI Agents form a team and enter the real-time market, they will gradually develop their own trading styles and decision preferences, rather than one-time random inference.
+
+**Real-Time Market Trading**
+Supports real-time market data integration, providing backtesting mode and live trading mode, allowing AI Agents to learn and make decisions in real market fluctuations.
+
+**Visualized Trading Information**
+Observe agents' analysis processes, communication records, and decision evolution in real-time, with complete tracking of return curves and analyst performance.

 <p>
  <img src="docs/assets/performance.jpg" width="45%">
@@ -37,325 +39,198 @@ The frontend exposes the trading room, runtime controls, logs, approvals, agent

 ---

-## Current Architecture
-
-The repository is currently in a transition from a modular monolith to split service surfaces. The split-service path is the default local development mode.
-
-Current app surfaces:
-
- `backend.apps.agent_service` on `:8000`: control plane for workspaces, agents, skills, and guard/approval APIs
- `backend.apps.trading_service` on `:8001`: read-only trading data APIs
- `backend.apps.news_service` on `:8002`: read-only explain/news APIs
- `backend.apps.runtime_service` on `:8003`: runtime lifecycle APIs
- `backend.apps.openclaw_service` on `:8004`: read-only OpenClaw facade
- WebSocket gateway on `:8765`: live event/feed channel for the frontend
-
-The most important runtime path today is:
-
-`frontend -> runtime_service/control APIs -> gateway/runtime manager -> market service + pipeline + storage`
-
-Reference notes for the migration live in [services/README.md](./services/README.md).
-
---
-
 ## Quick Start

-### 1. Install
+### Installation

 ```bash
-# clone this repository, then:
-cd evotraders
+# Clone repository
+git clone https://github.com/agentscope-ai/agentscope-samples
+cd agentscope-samples/EvoTraders

-# backend runtime dependencies
-uv pip install -r requirements.txt
-
-# install package entrypoint in editable mode
+# Install dependencies (Recommend uv!)
 uv pip install -e .
+# optional: pip install -e .

-# optional
-# uv pip install -e ".[dev]"
-# pip install -e .
-```

-Frontend dependencies:
-
-```bash
-cd frontend
-npm ci
-cd ..
-```
-
-Production deployment should prefer `requirements.txt` for backend and `npm ci` for frontend so the pulled environment matches the checked-in lockfiles and version pins.
-
-### 2. Configure environment
-
-```bash
+# Configure environment variables
 cp env.template .env
-```
+# Edit .env file and add your API Keys. The following config are required:

-The root `env.template` is the canonical local template. A `.env.example` is also kept in the repo for reference.
+# finance data API: At minimum, FINANCIAL_DATASETS_API_KEY is required, corresponding to FIN_DATA_SOURCE=financial_datasets; It is recommended to add FINNHUB_API_KEY, corresponding to FIN_DATA_SOURCE=finnhub; If using live mode, FINNHUB_API_KEY must be added
+FIN_DATA_SOURCE =   #finnhub or financial_datasets
+FINANCIAL_DATASETS_API_KEY=  #Required
+FINNHUB_API_KEY=  #Optional

-Minimum useful variables:
-
-```bash
-# watchlist
-TICKERS=AAPL,MSFT,GOOGL,NVDA,TSLA,META,AMZN
-
-# market data
-FIN_DATA_SOURCE=finnhub
-FINANCIAL_DATASETS_API_KEY=
-FINNHUB_API_KEY=
-POLYGON_API_KEY=
-
-# agent model
+# LLM API for Agents
 OPENAI_API_KEY=
 OPENAI_BASE_URL=
 MODEL_NAME=qwen3-max-preview

-# memory (optional unless --enable-memory is used)
+# LLM & embedding API for Memory
 MEMORY_API_KEY=
 ```

-Notes:
-
- `FINNHUB_API_KEY` is required for live mode.
- `POLYGON_API_KEY` enables long-lived market-store ingestion and refresh helpers.
- `MEMORY_API_KEY` is only required when long-term memory is enabled.
-
-For a production-style local start flow, you can also use:
-
-```bash
-./start.sh
-```
-
-### 3. Start the stack
-
-Recommended local development flow:
-
-```bash
-./start-dev.sh
-```
-
-This starts:
-
- `agent_service` at `http://localhost:8000`
- `trading_service` at `http://localhost:8001`
- `news_service` at `http://localhost:8002`
- `runtime_service` at `http://localhost:8003`
- gateway WebSocket at `ws://localhost:8765`
-
-Then start the frontend in another terminal:
-
-```bash
-evotraders frontend
-```
-
-Open `http://localhost:5173`.
-
-You can also run services manually:
-
-```bash
-python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
-python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
-python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload
-python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
-python -m backend.main --mode live --host 0.0.0.0 --port 8765
-```
-
-### 4. Run backtest or live mode from CLI
-
-Backtest:
+### Running

+**Backtest Mode:**
 ```bash
 evotraders backtest --start 2025-11-01 --end 2025-12-01
-evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory
-evotraders backtest --config-name smoke_fullstack --start 2025-11-01 --end 2025-12-01
+evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory # Use Memory
 ```

-Live:
-
-```bash
-evotraders live
-evotraders live --enable-memory
-evotraders live --schedule-mode intraday --interval-minutes 60
-evotraders live --trigger-time 22:30
-```
-
-Help:
-
-```bash
-evotraders --help
-evotraders backtest --help
-evotraders live --help
-evotraders frontend --help
-```
-
-### Offline backtest data
-
-If you want a quick backtest demo without external market APIs, download the offline bundle and unzip it into `backend/data`:
-
+If you do not have market data APIs and just want to try the backtest demo, download the offline data and unzip it into `backend/data`:
 ```bash
 wget "https://agentscope-open.oss-cn-beijing.aliyuncs.com/ret_data.zip"
 unzip ret_data.zip -d backend/data
 ```
+The zip includes basic stock price data so you can run the backtest demo out of the box.

---
-
-## Runtime Data Layout
-
- Long-lived research data lives in `data/market_research.db`
- Each run writes run-scoped state under `runs/<run_id>/`
- `runs/<run_id>/BOOTSTRAP.md` stores run-specific bootstrap values and prompt body
- `runs/<run_id>/state/runtime_state.json` stores runtime snapshot state
- `runs/<run_id>/team_dashboard/*.json` is a compatibility/export layer for dashboard consumers, not the primary runtime source of truth
-
-Optional retention control:
-
+**Live Trading:**
 ```bash
-RUNS_RETENTION_COUNT=20
+evotraders live                    # Run immediately (default)
+evotraders live --enable-memory    # Use memory
+evotraders live --mock             # Mock mode (testing)
+evotraders live -t 22:30           # Run daily at 22:30 local time (auto-converts to NYSE timezone)
 ```

-Only timestamped run folders like `YYYYMMDD_HHMMSS` are pruned automatically. Named runs such as `live`, `smoke_fullstack`, or `reload_demo_*` are preserved.
-
---
-
-## Frontend Service Routing
-
-The frontend always uses the control plane and runtime APIs, and can optionally call split services directly for read-only data.
-
-Useful frontend env vars:
-
+**Get Help:**
 ```bash
-VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
-VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
-VITE_NEWS_SERVICE_URL=http://localhost:8002
-VITE_TRADING_SERVICE_URL=http://localhost:8001
-VITE_WS_URL=ws://localhost:8765
+evotraders --help           # View global CLI help
+evotraders backtest --help  # View backtest mode parameters
+evotraders live --help      # View live/mock run parameters
 ```

-If these are not set, the frontend falls back to its local defaults and compatibility paths where available.
+**Launch Visualization Interface:**
+```bash
+# Ensure npm is installed, otherwise install it:
+# npm install
+evotraders frontend                # Default connects to port 8765, you can modify the address in ./frontend/env.local to change the port number
+```
+
+Visit `http://localhost:5173/` to view the trading room, select a date and click Run/Replay to observe the decision-making process.

 ---

-## Decision Flow
+## System Architecture

-```text
-Market data -> independent analyst work -> team communication -> portfolio decision ->
-risk review -> execution/settlement -> reflection/memory update
+![Architecture Diagram](docs/assets/evotraders_pipeline.jpg)
+
+### Agent Design
+
+**Analyst Team:**
+- **Fundamentals Analyst**: Financial health, profitability, growth quality
+- **Technical Analyst**: Price trends, technical indicators, momentum analysis
+- **Sentiment Analyst**: Market sentiment, news sentiment, insider trading
+- **Valuation Analyst**: DCF, residual income, EV/EBITDA
+
+**Decision Layer:**
+- **Portfolio Manager**: Integrates analysis signals from analysts, executes communication strategies, combines analyst and team historical performance, recent investment memories, and long-term investment experience to make final decisions
+- **Risk Management**: Real-time price and volatility monitoring, position limits, multi-layer risk warnings
+
+### Decision Process
+
+```
+Real-time Market Data → Independent Analysis → Intelligent Communication (1v1/1vN/NvN) → Decision Execution → Performance Evaluation → Learning and Evolution (Memory Update)
 ```

-The runtime manager also tracks:
+Each trading day goes through five stages:

- agent registration and status
- pending approvals
- run events
- current session key
+1. **Analysis Stage**: Each agent independently analyzes based on their respective tools and historical experience
+2. **Communication Stage**: Exchange views through private chats, notifications, meetings, etc.
+3. **Decision Stage**: Portfolio manager makes comprehensive judgments and provides final trades
+4. **Evaluation Stage**
+   - **Performance Charts**: Track portfolio return curves vs. benchmark strategies (equal-weighted, market-cap weighted, momentum). Used to evaluate overall strategy effectiveness.
+
+   - **Analyst Rankings**: Click on avatars in the Trading Room to view analyst performance (win rate, bull/bear market win rate). Used to understand which analysts provide the most valuable insights.
+
+   - **Statistics**: Detailed position and trading history. Used for in-depth analysis of position management and execution quality.
+
+5. **Review Stage**: Agents reflect on decisions and summarize experiences based on actual returns of the day, and store them in the ReMe memory framework for continuous improvement
+
+---
+
+### Module Support
+
+- **Agent Framework**: [AgentScope](https://github.com/agentscope-ai/agentscope)
+- **Memory System**: [ReMe](https://github.com/agentscope-ai/reme)
+- **LLM Support**: OpenAI, DeepSeek, Qwen, Moonshot, Zhipu AI, etc.

 ---

 ## Custom Configuration

-### Add or change analyst roles
+### Custom Analyst Roles

-1. Define the analyst persona in [backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml)
-2. Register the role in [backend/config/constants.py](./backend/config/constants.py)
-3. Optionally add/update the frontend seat metadata in [frontend/src/config/constants.js](./frontend/src/config/constants.js)
-
-Example persona entry:
+1. Register role information in [./backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml), for example:

 ```yaml
 comprehensive_analyst:
  name: "Comprehensive Analyst"
  focus:
-    - multi-factor synthesis
-  preferred_tools:
-    - get_stock_price
-    - get_company_financials
+    - ...
+  preferred_tools: # Flexibly select based on situation
  description: |
-    A generalist analyst that combines multiple signals.
+    As a comprehensive analyst ...
 ```

-### Configure per-agent models
+2. Add role definition in [./backend/config/constants.py](./backend/config/constants.py)
+```python
+ANALYST_TYPES = {
+    # Add new analyst
+    "comprehensive_analyst": {
+        "display_name": "Comprehensive Analyst",
+        "agent_id": "comprehensive_analyst",
+        "description": "Uses LLM to intelligently select analysis tools, performs comprehensive analysis",
+        "order": 15
+    }
+}
+```

-Model overrides are configured in `.env`:
+3. Introduce new role in frontend configuration [./frontend/src/config/constants.js](./frontend/src/config/constants.js) (optional)
+```javascript
+export const AGENTS = [
+    // Override one of the agents
+  {
+    id: "comprehensive_analyst",
+    name: "Comprehensive Analyst",
+    role: "Comprehensive Analyst",
+    avatar: `${ASSET_BASE_URL}/...`,
+    colors: { bg: '#F9FDFF', text: '#1565C0', accent: '#1565C0' }
+  }
+]
+```
+
+### Custom Models
+
+Configure models used by different agents in the [.env](.env) file:

 ```bash
-AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
-AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
-AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
-AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
-AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
-AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
+AGENT_SENTIMENT_ANALYST_MODEL_NAME=qwen3-max-preview
+AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=deepseek-chat
+AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4-plus
+AGENT_VALUATION_ANALYST_MODEL_NAME=moonshot-v1-32k
 ```

-### Run-scoped bootstrap config
+### Project Structure

-Each run can override defaults through `runs/<run_id>/BOOTSTRAP.md`. The front matter is parsed by [backend/config/bootstrap_config.py](./backend/config/bootstrap_config.py) and can define values such as:
-
-```yaml
-tickers:
-  - AAPL
-  - MSFT
-initial_cash: 100000
-margin_requirement: 0.5
-max_comm_cycles: 2
-schedule_mode: daily
-trigger_time: "09:30"
-enable_memory: false
 ```
-
-Initialize a run workspace with:
-
-```bash
-evotraders init-workspace --config-name my_run
-```
-
---
-
-## Project Structure
-
-```text
-evotraders/
+EvoTraders/
 ├── backend/
-│   ├── agents/      # agent roles, prompts, skills, workspaces
-│   ├── api/         # FastAPI routers
-│   ├── apps/        # split service surfaces
-│   ├── core/        # pipeline, scheduler, state sync
-│   ├── runtime/     # runtime manager and agent runtime state
-│   ├── services/    # gateway, market/storage/db services
-│   └── cli.py       # Typer CLI entrypoint
-├── frontend/        # React + Vite UI
-├── shared/          # shared clients and schemas for split services
-├── runs/            # run-scoped state and dashboards
-├── data/            # long-lived research artifacts
-└── services/README.md
-```
-
---
-
-## Testing
-
-Backend tests live under `backend/tests` and cover service apps, shared clients, domains, routing, enrichment, gateway support, and runtime support.
-
-Typical commands:
-
-```bash
-pytest
-pytest backend/tests/test_runtime_service_app.py
-pytest backend/tests/test_trading_service_app.py
-```
-
-Frontend tests:
-
-```bash
-cd frontend
-npm test
+│   ├── agents/           # Agent implementation
+│   ├── communication/    # Communication system
+│   ├── memory/          # Memory system (ReMe)
+│   ├── tools/           # Analysis toolset
+│   ├── servers/         # WebSocket services
+│   └── cli.py           # CLI entry point
+├── frontend/            # React visualization interface
+└── logs_and_memory/     # Logs and memory data
 ```

 ---

 ## License and Disclaimer

-大时代 is a research and educational project. Review the repository license before redistribution or commercial use.
+EvoTraders is a research and educational project, open-sourced under the Apache 2.0 license.

-**Risk warning**: this project is not investment advice. Test thoroughly before any real-money deployment. Past performance does not guarantee future returns.
+**Risk Warning**: Before trading with real funds, please conduct thorough testing and risk assessment. Past performance does not guarantee future returns. Investment involves risks, and decisions should be made with caution.
--- a/README_zh.md
+++ b/README_zh.md
@@ -1,359 +1,294 @@
 <p align="center">
-  <img src="./docs/assets/bigtime_logo.jpg" width="45%">
+  <img src="./docs/assets/evotraders_logo.jpg" width="45%">
 </p>

-<h2 align="center">大时代：自进化多智能体交易系统</h2>
+<h2 align="center">EvoTraders：自我进化的多智能体交易系统</h2>
+

 <p align="center">
-  📌 <a href="http://trading.evoagents.cn">访问大时代官网</a>
+  📌 <a href="http://trading.evoagents.cn">Visit us at EvoTraders website !</a>
 </p>

-![系统演示](./docs/assets/bigtime_demo.gif)
+![系统演示](./docs/assets/evotraders_demo.gif)

-大时代 是一个开源的金融交易智能体框架，结合多智能体协作、run 级工作区和记忆机制，支持回测与实盘两类交易运行模式。
+EvoTraders是一个开源的金融交易智能体框架，通过多智能体协作和记忆系统，构建能够在真实市场中持续学习与进化的交易系统。

 ---

 ## 核心特性

-**多智能体交易团队**
-系统默认包含 6 个角色：4 个分析师（基本面、技术面、情绪、估值）+ 投资经理 + 风控经理。
+**多智能体协作交易**
+6名成员，包含4种专业分析师角色（基本面、技术面、情绪、估值）+ 投资组合经理 + 风险管理，像真实交易团队一样协作决策。

-**持续学习**
-可选接入 ReMe 长期记忆，智能体会在每轮结束后反思、复盘并沉淀经验。
+你可以在这里自定义你的Agents，支持配置不同大模型（如 Qwen、DeepSeek、GPT、Claude等）协同分析：[自定义配置](#自定义配置)

-**统一运行时**
-同一套运行时模型支持历史回测和实时行情驱动的实盘流程。
+**持续学习与进化**
+基于 ReMe 记忆框架，智能体在每次交易后反思总结，跨回合保留经验，形成独特的投资方法论。
+
+通过这样的设计，我们希望当 AI Agents 组成团队进入实时市场，它们会逐渐形成自己的交易风格和决策偏好，而不是一次性的随机推理
+
+
+**实时市场交易**
+支持实时行情接入，提供回测模式和实盘模式，让 AI Agents 在真实市场波动中学习和决策。
+
+**可视化交易信息**
+实时观察 Agents 的分析过程、沟通记录和决策演化，完整追踪收益曲线和分析师表现。

-**可操作前端**
-前端不只是展示层，还包含交易室、运行控制、日志、审批、Agent 工作区和 explain/news 视图。

 <p>
  <img src="docs/assets/performance.jpg" width="45%">
  <img src="./docs/assets/dashboard.jpg" width="45%">
 </p>

---
-
-## 当前架构
-
-仓库目前处于“模块化单体 -> 拆分服务”的迁移阶段，本地开发默认走 split-service 路径。
-
-当前 app surface：
-
- `backend.apps.agent_service`，端口 `8000`：控制面，负责 workspaces、agents、skills、审批接口
- `backend.apps.trading_service`，端口 `8001`：只读交易数据接口
- `backend.apps.news_service`，端口 `8002`：只读 explain/news 接口
- `backend.apps.runtime_service`，端口 `8003`：运行时生命周期接口
- `backend.apps.openclaw_service`，端口 `8004`：只读 OpenClaw facade
- WebSocket gateway，端口 `8765`：前端实时事件和 feed 通道
-
-当前最关键的主链路是：
-
-`frontend -> runtime_service/control APIs -> gateway/runtime manager -> market service + pipeline + storage`
-
-迁移背景可参考 [services/README.md](./services/README.md)。

 ---

 ## 快速开始

-### 1. 安装
+### 安装

 ```bash
-# 克隆仓库后进入项目目录
-cd evotraders
+# 克隆仓库
+git clone https://github.com/agentscope-ai/agentscope-samples
+cd agentscope-samples/EvoTraders

-# 安装后端运行时依赖
-uv pip install -r requirements.txt
-
-# 安装项目入口（可编辑模式）
+# 安装依赖(推荐使用uv）
 uv pip install -e .
+# (可选）pip install -e .

-# 可选
-# uv pip install -e ".[dev]"
-# pip install -e .
-```
-
-前端依赖：
-
-```bash
-cd frontend
-npm ci
-cd ..
-```
-
-生产环境部署建议后端使用 `requirements.txt`，前端使用 `npm ci`，这样拉起的环境会严格跟随仓库中锁定的依赖版本。
-
-### 2. 配置环境变量
-
-```bash
+# 配置环境变量
 cp env.template .env
-```
+# 编辑 .env 文件，添加你的 API Keys,以下的配置项为必填项

-根目录 `env.template` 是当前本地开发的主模板，仓库里也保留了 `.env.example` 作为参考。
+# finance data API:至少需要FINANCIAL_DATASETS_API_KEY，对应FIN_DATA_SOURCE=financial_datasets；推荐添加FINNHUB_API_KEY，对应至少需要FINANCIAL_DATASETS_API_KEY，对应FIN_DATA_SOURCE填为finnhub;如果使用live 模式必须添加FINNHUB_API_KEY
+FIN_DATA_SOURCE=   #finnhub or financial_datasets
+FINANCIAL_DATASETS_API_KEY=  #必需
+FINNHUB_API_KEY=  #可选

-最常用的配置项：
-
-```bash
-# 自选股
-TICKERS=AAPL,MSFT,GOOGL,NVDA,TSLA,META,AMZN
-
-# 行情数据
-FIN_DATA_SOURCE=finnhub
-FINANCIAL_DATASETS_API_KEY=
-FINNHUB_API_KEY=
-POLYGON_API_KEY=
-
-# Agent 模型
+# LLM API for Agents
 OPENAI_API_KEY=
 OPENAI_BASE_URL=
 MODEL_NAME=qwen3-max-preview

-# 长期记忆（只有启用 --enable-memory 才需要）
+# LLM & embedding API for Memory
 MEMORY_API_KEY=
 ```

-说明：
-
- live 模式必须配置 `FINNHUB_API_KEY`
- `POLYGON_API_KEY` 用于长期 market store 的补数和刷新
- `MEMORY_API_KEY` 仅在启用长期记忆时需要
-
-如果要用更接近生产的本地启动方式，也可以直接执行：
-
-```bash
-./start.sh
-```
-
-### 3. 启动服务栈
-
-本地开发推荐直接使用：
-
-```bash
-./start-dev.sh
-```
-
-该脚本会启动：
-
- `agent_service`：`http://localhost:8000`
- `trading_service`：`http://localhost:8001`
- `news_service`：`http://localhost:8002`
- `runtime_service`：`http://localhost:8003`
- gateway WebSocket：`ws://localhost:8765`
-
-然后在另一个终端启动前端：
-
-```bash
-evotraders frontend
-```
-
-访问 `http://localhost:5173`。
-
-也可以手动分别启动：
-
-```bash
-python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
-python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
-python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload
-python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
-python -m backend.main --mode live --host 0.0.0.0 --port 8765
-```
-
-### 4. 使用 CLI 运行回测或实盘
-
-回测：
+### 运行

+**回测模式：**
 ```bash
 evotraders backtest --start 2025-11-01 --end 2025-12-01
-evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory
-evotraders backtest --config-name smoke_fullstack --start 2025-11-01 --end 2025-12-01
+evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory # 使用记忆
+
 ```

-实盘：
-
-```bash
-evotraders live
-evotraders live --enable-memory
-evotraders live --schedule-mode intraday --interval-minutes 60
-evotraders live --trigger-time 22:30
-```
-
-帮助：
-
-```bash
-evotraders --help
-evotraders backtest --help
-evotraders live --help
-evotraders frontend --help
-```
-
-### 离线回测数据
-
-如果只是想快速体验回测，不依赖外部行情 API，可以下载离线数据包并解压到 `backend/data`：
-
+如果没有可用的行情 API，想快速体验回测 demo，可直接下载离线数据并解压到 `backend/data`：
 ```bash
 wget "https://agentscope-open.oss-cn-beijing.aliyuncs.com/ret_data.zip"
 unzip ret_data.zip -d backend/data
 ```
+该压缩包提供基础的股票行情数据，解压后即可直接用于回测演示。

---
-
-## 运行时数据布局
-
- 长期研究数据保存在 `data/market_research.db`
- 每次 run 的状态写入 `runs/<run_id>/`
- `runs/<run_id>/BOOTSTRAP.md` 保存该 run 的 bootstrap 值和 prompt body
- `runs/<run_id>/state/runtime_state.json` 保存运行时快照
- `runs/<run_id>/team_dashboard/*.json` 主要是给 dashboard 用的兼容导出层，不是唯一真相源
-
-可选保留策略：
-
+**实盘交易：**
 ```bash
-RUNS_RETENTION_COUNT=20
+evotraders live                    # 立即运行（默认）
+evotraders live --enable-memory    # 使用记忆
+evotraders live --mock             # Mock 模式（测试）
+evotraders live -t 22:30           # 每天本地时间 22:30 运行（自动转换为 NYSE 时区）
+evotraders live --schedule-mode intraday --interval-minutes 60  # 每隔 1 小时触发一次；仅交易时段执行交易，其他时段只分析
 ```

-只有形如 `YYYYMMDD_HHMMSS` 的时间戳目录会被自动清理；`live`、`smoke_fullstack`、`reload_demo_*` 这类命名 run 会保留。
+前端的“运行设置”面板也支持热更新 `schedule_mode`、`interval_minutes`、`max_comm_cycles`；其中 daily 模式时间当前按 NYSE/ET 配置。

---
+**获取帮助：**
+```bash
+evotraders --help           # 查看整体命令行帮助
+evotraders backtest --help  # 查看回测模式的参数说明
+evotraders live --help      # 查看实盘/Mock 运行的参数说明
+```

-## 前端服务路由
+**启动可视化界面：**
+```bash
+# 确保已安装 npm, 否则请安装：
+# npm install
+evotraders frontend                # 默认连接 8765 端口, 你可以修改 ./frontend/env.local 中的地址从而修改端口号
+```

-前端始终会使用 control plane 和 runtime API，同时可以选择直连拆分服务读取只读数据。
+访问 `http://localhost:5173/` 查看交易大厅，选择日期并点击 Run/Replay 观察决策过程。

-常用前端环境变量：
+### 迁移期服务边界说明
+
+当前仓库正处于从模块化单体向独立服务迁移的阶段，当前默认开发路径已经切到独立 app surface：
+
+- `backend.apps.agent_service`
+- `backend.apps.runtime_service`
+- `backend.apps.trading_service`
+- `backend.apps.news_service`
+
+当前本地开发默认推荐直接运行拆分后的服务：

 ```bash
+./start-dev.sh split
+
+# 或分别手动启动
+python -m uvicorn backend.apps.agent_service:app --port 8000 --reload
+python -m uvicorn backend.apps.runtime_service:app --port 8003 --reload
+python -m uvicorn backend.apps.trading_service:app --port 8001 --reload
+python -m uvicorn backend.apps.news_service:app --port 8002 --reload
+```
+
+迁移期关键环境变量：
+
+```bash
+# 后端 Gateway 优先走独立服务读取
+NEWS_SERVICE_URL=http://localhost:8002
+TRADING_SERVICE_URL=http://localhost:8001
+
+# 前端浏览器直连控制面 / 运行时面
 VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
 VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
+
+# 前端浏览器优先直连独立服务
 VITE_NEWS_SERVICE_URL=http://localhost:8002
 VITE_TRADING_SERVICE_URL=http://localhost:8001
-VITE_WS_URL=ws://localhost:8765
 ```

-如果不配置，前端会按本地默认值和兼容回退逻辑运行。
+目前前端已支持直连 `news-service` 的 explain 只读路径包括：
+
+- runtime panel / gateway port 查询已可独立指向 `runtime-service`
+- story
+- similar days
+- range explain
+- news for date
+- news categories
+
+如果没有配置这些变量，系统会继续走当前保留的本地回退逻辑。

 ---

-## 决策流程
+## 系统架构

-```text
-市场数据 -> 分析师独立分析 -> 团队沟通 -> 投资决策 ->
-风控审核 -> 执行/结算 -> 复盘/记忆更新
+![架构图](docs/assets/evotraders_pipeline.jpg)
+
+### 智能体设计
+
+**分析师团队：**
+- **基本面分析师**：财务健康度、盈利能力、增长质量
+- **技术分析师**：价格趋势、技术指标、动量分析
+- **情绪分析师**：市场情绪、新闻舆情、内部人交易
+- **估值分析师**：DCF、剩余收益、EV/EBITDA
+
+**决策层：**
+- **投资组合经理**：整合来自分析师的分析信号，执行沟通策略，结合分析师和团队历史表现、近期投资记忆和长期投资经验，进行最终决策
+- **风险管理**：实时价格与波动率监控、头寸限制，多层风险预警
+
+### 决策流程
+
+```
+实时行情 → 独立分析 → 智能沟通 (1v1/1vN/NvN) → 决策执行 → 收益评估 → 学习与进化（记忆更新）
 ```

-运行时管理器还会跟踪：
+每个交易日经历五个阶段：
+
+1. **分析阶段**：各智能体基于各自工具和历史经验独立分析
+2. **沟通阶段**：通过私聊、通知、会议等方式交换观点
+3. **决策阶段**：投资组合经理综合判断，给出最终交易
+4. **评估阶段**
+   - **业绩图表**: 追踪组合收益曲线 vs. 基准策略（等权、市值加权、动量）。用于评估整体策略有效性。
+
+   - **分析师排名**: 在 Trading Room 点击头像查看分析师表现（胜率、牛/熊市胜率）。用于了解哪些分析师提供最有价值的洞察。
+
+   - **统计数据**: 详细的持仓和交易历史。用于深入分析仓位管理和执行质量。
+
+4. **复盘阶段**：Agents 根据当日实际收益反思决策、总结经验，并存入 ReMe 记忆框架以持续改进
+
+---
+
+### 模块支持
+
+- **智能体框架**：[AgentScope](https://github.com/agentscope-ai/agentscope)
+- **记忆系统**：[ReMe](https://github.com/agentscope-ai/reme)
+- **LLM 支持**：OpenAI、DeepSeek、Qwen、Moonshot、Zhipu AI 等

- agent 注册和状态
- 待审批项
- run 事件
- 当前 session key

 ---

 ## 自定义配置

-### 新增或修改分析师角色
+### 自定义分析师角色

-1. 在 [backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml) 中定义 persona
-2. 在 [backend/config/constants.py](./backend/config/constants.py) 中注册角色
-3. 如有需要，在 [frontend/src/config/constants.js](./frontend/src/config/constants.js) 中补充前端展示元数据
-
-示例：
+1. 在 [./backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml) 中注册角色信息，例如：

 ```yaml
 comprehensive_analyst:
  name: "Comprehensive Analyst"
  focus:
-    - multi-factor synthesis
-  preferred_tools:
-    - get_stock_price
-    - get_company_financials
+    - ...
+  preferred_tools:   # Flexibly select based on situation
  description: |
-    A generalist analyst that combines multiple signals.
+    As a comprehensive analyst ...
 ```

-### 配置各 Agent 使用的模型
+2. 在 [./backend/config/constants.py](./backend/config/constants.py) 添加角色定义
+```python
+ANALYST_TYPES = {
+    # 增加新的分析师
+    "comprehensive_analyst": {
+        "display_name": "Comprehensive Analyst",
+        "agent_id": "comprehensive_analyst",
+        "description": "Uses LLM to intelligently select analysis tools, performs comprehensive analysis",
+        "order": 15
+    }
+}
+```

-模型覆盖在 `.env` 中配置：
+3. 在前端配置 [./frontend/src/config/constants.js](./frontend/src/config/constants.js) 中引入新角色（可选）
+```javascript
+export const AGENTS = [
+    // 覆盖掉其中某一个agent
+  {
+    id: "comprehensive_analyst",
+    name: "Comprehensive Analyst",
+    role: "Comprehensive Analyst",
+    avatar: `${ASSET_BASE_URL}/...`,
+    colors: { bg: '#F9FDFF', text: '#1565C0', accent: '#1565C0' }
+  }
+  ]
+```
+
+
+
+### 自定义模型
+
+在 [.env](.env) 文件中配置不同智能体使用的模型：

 ```bash
-AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
-AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
-AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
-AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
-AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
-AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
+AGENT_SENTIMENT_ANALYST_MODEL_NAME=qwen3-max-preview
+AGENT_FUNDAMENTAL_ANALYST_MODEL_NAME=deepseek-chat
+AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4-plus
+AGENT_VALUATION_ANALYST_MODEL_NAME=moonshot-v1-32k
 ```

-### run 级 BOOTSTRAP 配置
+### 项目结构

-每个 run 都可以通过 `runs/<run_id>/BOOTSTRAP.md` 覆盖默认值。该文件由 [backend/config/bootstrap_config.py](./backend/config/bootstrap_config.py) 解析，front matter 可配置：
-
-```yaml
-tickers:
-  - AAPL
-  - MSFT
-initial_cash: 100000
-margin_requirement: 0.5
-max_comm_cycles: 2
-schedule_mode: daily
-trigger_time: "09:30"
-enable_memory: false
 ```
-
-初始化一个 run 工作区：
-
-```bash
-evotraders init-workspace --config-name my_run
-```
-
---
-
-## 项目结构
-
-```text
-evotraders/
+EvoTraders/
 ├── backend/
-│   ├── agents/      # agent 角色、prompts、skills、workspaces
-│   ├── api/         # FastAPI 路由层
-│   ├── apps/        # 拆分服务 app surface
-│   ├── core/        # pipeline、scheduler、state sync
-│   ├── runtime/     # runtime manager 和 agent runtime state
-│   ├── services/    # gateway、market/storage/db 服务
-│   └── cli.py       # Typer CLI 入口
-├── frontend/        # React + Vite 前端
-├── shared/          # 拆分服务共用 client 和 schema
-├── runs/            # run 级状态和 dashboard 导出
-├── data/            # 长期研究数据
-└── services/README.md
-```
-
---
-
-## 测试
-
-后端测试位于 `backend/tests`，覆盖 service app、shared client、domain、路由、enrichment、gateway 支撑模块和 runtime 支撑模块。
-
-常用命令：
-
-```bash
-pytest
-pytest backend/tests/test_runtime_service_app.py
-pytest backend/tests/test_trading_service_app.py
-```
-
-前端测试：
-
-```bash
-cd frontend
-npm test
+│   ├── agents/           # 智能体实现
+│   ├── communication/    # 通信系统
+│   ├── memory/          # 记忆系统 (ReMe)
+│   ├── tools/           # 分析工具集
+│   ├── servers/         # WebSocket 服务
+│   └── cli.py           # CLI 入口
+├── frontend/            # React 可视化界面
+└── logs_and_memory/     # 日志和记忆数据
 ```

 ---

 ## 许可与免责

-大时代 是研究和教育用途项目。再次分发或商用前，请先核对仓库中的实际 license 文件。
+EvoTraders 是一个研究和教育项目，采用 Apache 2.0 许可协议开源。

-**风险提示**：本项目不构成投资建议。任何实盘部署前都应进行充分测试和风险评估，历史表现不代表未来收益。
+**风险提示**：在实际资金交易前，请务必进行充分的测试和风险评估。历史表现不代表未来收益，投资有风险，决策需谨慎。
--- a/backend/agents/init.py
+++ b/backend/agents/init.py
@@ -16,7 +16,7 @@ Exports:

 # New EvoAgent architecture (from agent_core.py)
 from .agent_core import EvoAgent, ToolGuardMixin, CommandHandler
-from .factory import AgentFactory, ModelConfig
+from .factory import AgentFactory, ModelConfig, RoleConfig
 from .workspace import WorkspaceManager, WorkspaceRegistry, WorkspaceConfig
 from .workspace_manager import RunWorkspaceManager
 from .registry import AgentRegistry, AgentInfo, get_registry, reset_registry
@@ -36,6 +36,7 @@ __all__ = [
    "CommandHandler",
    "AgentFactory",
    "ModelConfig",
+    "RoleConfig",
    "WorkspaceManager",
    "WorkspaceRegistry",
    "WorkspaceConfig",
--- a/backend/agents/analyst.py
+++ b/backend/agents/analyst.py
@@ -84,6 +84,7 @@ class AnalystAgent(ReActAgent):
            agent_id=self.agent_id,
            config_name=self.config.get("config_name", "default"),
            toolkit=self.toolkit,
+            analyst_type=self.analyst_type_key,
        )

    async def reply(self, x: Msg = None) -> Msg:
--- a/backend/agents/base/init.py
+++ b/backend/agents/base/init.py
@@ -1,5 +1,5 @@
 # -*- coding: utf-8 -*-
-"""Base agent module for 大时代.
+"""Base agent module for EvoTraders.

 提供Agent基础类、命令处理、工具守卫和钩子管理等功能。
 """
--- a/backend/agents/base/evo_agent.py
+++ b/backend/agents/base/evo_agent.py
@@ -1,5 +1,5 @@
 # -*- coding: utf-8 -*-
-"""EvoAgent - Core agent implementation for 大时代.
+"""EvoAgent - Core agent implementation for EvoTraders.

 This module provides the main EvoAgent class built on AgentScope's ReActAgent,
 with integrated tools, skills, and memory management based on CoPaw design.
--- a/backend/agents/base/hooks.py
+++ b/backend/agents/base/hooks.py
@@ -294,8 +294,8 @@ class WorkspaceWatchHook(Hook):

    # Files to monitor (same as PromptBuilder.DEFAULT_FILES)
    WATCHED_FILES = frozenset([
-        "SOUL.md", "AGENTS.md", "PROFILE.md",
-        "POLICY.md", "MEMORY.md",
+        "SOUL.md", "AGENTS.md", "PROFILE.md", "ROLE.md",
+        "POLICY.md", "MEMORY.md", "HEARTBEAT.md", "STYLE.md",
        "BOOTSTRAP.md",
    ])

@@ -601,6 +601,94 @@ class MemoryCompactionHook(Hook):
            )


+class HeartbeatHook(Hook):
+    """Pre-reasoning hook that injects HEARTBEAT.md content.
+
+    Reads the agent's HEARTBEAT.md file and prepends it to the
+    reasoning input, causing the agent to perform self-checks.
+
+    This enables "主动检查" (proactive monitoring) - periodic
+    market condition and position checks during trading hours.
+    """
+
+    HEARTBEAT_FILE = "HEARTBEAT.md"
+
+    def __init__(self, workspace_dir: Path):
+        """Initialize heartbeat hook.
+
+        Args:
+            workspace_dir: Working directory containing HEARTBEAT.md
+        """
+        self.workspace_dir = Path(workspace_dir)
+        self._completed_flag = self.workspace_dir / ".heartbeat_completed"
+
+    def _read_heartbeat_content(self) -> Optional[str]:
+        """Read HEARTBEAT.md if it exists and is non-empty.
+
+        Returns:
+            The HEARTBEAT.md content stripped of whitespace, or None
+            if the file is absent or empty.
+        """
+        hb_path = self.workspace_dir / self.HEARTBEAT_FILE
+        if not hb_path.exists():
+            return None
+        content = hb_path.read_text(encoding="utf-8").strip()
+        return content if content else None
+
+    async def __call__(
+        self,
+        agent: "ReActAgent",
+        kwargs: Dict[str, Any],
+    ) -> Optional[Dict[str, Any]]:
+        """Prepend heartbeat task to user message.
+
+        Args:
+            agent: The agent instance
+            kwargs: Input arguments to the _reasoning method
+
+        Returns:
+            Modified kwargs with heartbeat content prepended, or None
+            if no HEARTBEAT.md content is available.
+        """
+        try:
+            content = self._read_heartbeat_content()
+            if not content:
+                return None
+
+            logger.debug(
+                "Heartbeat: found HEARTBEAT.md for agent %s",
+                getattr(agent, "agent_id", "unknown"),
+            )
+
+            # Build heartbeat task instruction (Chinese)
+            hb_task = (
+                "# 定期主动检查\n\n"
+                f"{content}\n\n"
+                "请执行上述检查并报告结果。"
+            )
+
+            # Inject into the first user message in memory
+            if hasattr(agent, "memory") and agent.memory.content:
+                system_count = sum(
+                    1 for msg, _ in agent.memory.content if msg.role == "system"
+                )
+                for msg, _ in agent.memory.content[system_count:]:
+                    if msg.role == "user":
+                        original_content = msg.content
+                        msg.content = hb_task + "\n\n" + original_content
+                        break
+
+            logger.debug(
+                "Heartbeat task prepended for agent %s",
+                getattr(agent, "agent_id", "unknown"),
+            )
+
+        except Exception as e:
+            logger.error("Heartbeat hook failed: %s", e, exc_info=True)
+
+        return None
+
+
 __all__ = [
    "Hook",
    "HookManager",
@@ -608,6 +696,7 @@ __all__ = [
    "HOOK_PRE_REASONING",
    "HOOK_POST_ACTING",
    "BootstrapHook",
+    "HeartbeatHook",
    "MemoryCompactionHook",
    "WorkspaceWatchHook",
 ]
--- a/backend/agents/factory.py
+++ b/backend/agents/factory.py
@@ -21,6 +21,22 @@ class ModelConfig:
    max_tokens: int = 4096


+@dataclass
+class RoleConfig:
+    """Role configuration for an agent."""
+
+    name: str
+    description: str = ""
+    focus_areas: List[str] = None
+    constraints: List[str] = None
+
+    def __post_init__(self):
+        if self.focus_areas is None:
+            self.focus_areas = []
+        if self.constraints is None:
+            self.constraints = []
+
+
 class AgentConfig:
    """Represents a configured agent instance (data class)."""

@@ -31,12 +47,14 @@ class AgentConfig:
        workspace_id: str,
        config_path: Path,
        model_config: Optional[ModelConfig] = None,
+        role_config: Optional[RoleConfig] = None,
    ):
        self.agent_id = agent_id
        self.agent_type = agent_type
        self.workspace_id = workspace_id
        self.config_path = config_path
        self.model_config = model_config or ModelConfig()
+        self.role_config = role_config
        self.agent_dir = config_path.parent

    def to_dict(self) -> Dict[str, Any]:
@@ -52,12 +70,103 @@ class AgentConfig:
                "temperature": self.model_config.temperature,
                "max_tokens": self.model_config.max_tokens,
            },
+            "role_config": self.role_config.__dict__ if self.role_config else None,
        }


 class AgentFactory:
    """Factory for creating, cloning, and managing agents."""

+    # Default role templates by agent type
+    ROLE_TEMPLATES = {
+        "technical_analyst": {
+            "name": "Technical Analyst",
+            "description": "Analyze price patterns, trends, and technical indicators.",
+            "focus_areas": [
+                "Price action and chart patterns",
+                "Support and resistance levels",
+                "Technical indicators (RSI, MACD, Moving Averages)",
+                "Volume analysis",
+            ],
+            "constraints": [
+                "State clear signal, confidence, and invalidation conditions",
+                "Use available technical analysis tools",
+            ],
+        },
+        "fundamentals_analyst": {
+            "name": "Fundamentals Analyst",
+            "description": "Analyze company financials, earnings, and business metrics.",
+            "focus_areas": [
+                "Financial statements analysis",
+                "Earnings reports and guidance",
+                "Valuation metrics",
+                "Business model and competitive position",
+            ],
+            "constraints": [
+                "State clear signal, confidence, and invalidation conditions",
+                "Use available fundamental analysis tools",
+            ],
+        },
+        "sentiment_analyst": {
+            "name": "Sentiment Analyst",
+            "description": "Analyze market sentiment, news, and social signals.",
+            "focus_areas": [
+                "News sentiment analysis",
+                "Social media sentiment",
+                "Analyst ratings and price targets",
+                "Insider activity",
+            ],
+            "constraints": [
+                "State clear signal, confidence, and invalidation conditions",
+                "Use available sentiment analysis tools",
+            ],
+        },
+        "valuation_analyst": {
+            "name": "Valuation Analyst",
+            "description": "Perform valuation analysis and price target calculations.",
+            "focus_areas": [
+                "DCF and comparable valuation",
+                "Price target derivation",
+                "Margin of safety assessment",
+                "Risk-adjusted return expectations",
+            ],
+            "constraints": [
+                "State clear signal, confidence, and invalidation conditions",
+                "Use available valuation tools",
+            ],
+        },
+        "risk_manager": {
+            "name": "Risk Manager",
+            "description": "Quantify concentration, leverage, liquidity, and volatility risk.",
+            "focus_areas": [
+                "Portfolio concentration risk",
+                "Leverage and margin analysis",
+                "Liquidity assessment",
+                "Volatility and drawdown risk",
+            ],
+            "constraints": [
+                "Prioritize highest-severity risk first",
+                "State concrete limits and recommendations",
+                "Use available risk tools before issuing final memo",
+            ],
+        },
+        "portfolio_manager": {
+            "name": "Portfolio Manager",
+            "description": "Synthesize analyst and risk inputs into portfolio decisions.",
+            "focus_areas": [
+                "Position sizing and allocation",
+                "Risk-adjusted portfolio construction",
+                "Trade execution timing",
+                "Portfolio rebalancing",
+            ],
+            "constraints": [
+                "Be concise, capital-aware, and explicit about sizing rationale",
+                "Respect cash, margin, and concentration constraints",
+                "Consider all analyst inputs before decisions",
+            ],
+        },
+    }
+
    def __init__(self, project_root: Optional[Path] = None):
        """Initialize the agent factory.

@@ -74,6 +183,7 @@ class AgentFactory:
        agent_type: str,
        workspace_id: str,
        model_config: Optional[ModelConfig] = None,
+        role_config: Optional[RoleConfig] = None,
        clone_from: Optional[str] = None,
    ) -> AgentConfig:
        """Create a new agent.
@@ -83,6 +193,7 @@ class AgentFactory:
            agent_type: Type of agent (e.g., "technical_analyst")
            workspace_id: ID of the workspace to create agent in
            model_config: Model configuration
+            role_config: Role configuration (auto-generated if None)
            clone_from: Path to existing agent to clone from (optional)

        Returns:
@@ -112,6 +223,13 @@ class AgentFactory:
        else:
            self._copy_template(agent_dir, agent_id, agent_type)

+        # Generate role config if not provided
+        if role_config is None:
+            role_config = self._generate_role_config(agent_type)
+
+        # Generate ROLE.md
+        self._generate_role_md(agent_dir, role_config)
+
        # Write agent.yaml
        config_path = agent_dir / "agent.yaml"
        self._write_agent_yaml(config_path, agent_id, agent_type, model_config)
@@ -122,6 +240,7 @@ class AgentFactory:
            workspace_id=workspace_id,
            config_path=config_path,
            model_config=model_config,
+            role_config=role_config,
        )

    def delete_agent(self, agent_id: str, workspace_id: str) -> bool:
@@ -250,7 +369,9 @@ class AgentFactory:
            "SOUL.md": f"# Soul\n\nDescribe {agent_id}'s temperament, reasoning posture, and voice.\n\n",
            "PROFILE.md": f"# Profile\n\nTrack {agent_id}'s long-lived investment style, preferences, and strengths.\n\n",
            "MEMORY.md": f"# Memory\n\nStore durable lessons, heuristics, and reminders for {agent_id}.\n\n",
+            "HEARTBEAT.md": f"# Heartbeat\n\nOptional checklist for periodic review or self-reflection.\n\n",
            "POLICY.md": f"# Policy\n\nOptional run-scoped constraints, limits, or strategy policy.\n\n",
+            "STYLE.md": f"# Style\n\nOptional run-scoped communication or reasoning style.\n\n",
        }

        for filename, content in default_files.items():
@@ -290,6 +411,50 @@ class AgentFactory:
                    if skill_file.is_file():
                        shutil.copy2(skill_file, target_skills / skill_file.name)

+    def _generate_role_config(self, agent_type: str) -> RoleConfig:
+        """Generate role configuration for an agent type.
+
+        Args:
+            agent_type: Type of agent
+
+        Returns:
+            RoleConfig instance
+        """
+        template = self.ROLE_TEMPLATES.get(agent_type, {})
+        return RoleConfig(
+            name=template.get("name", agent_type.replace("_", " ").title()),
+            description=template.get("description", ""),
+            focus_areas=template.get("focus_areas", []),
+            constraints=template.get("constraints", []),
+        )
+
+    def _generate_role_md(self, agent_dir: Path, role_config: RoleConfig) -> None:
+        """Generate ROLE.md file.
+
+        Args:
+            agent_dir: Agent directory
+            role_config: Role configuration
+        """
+        lines = [f"# {role_config.name}", ""]
+
+        if role_config.description:
+            lines.extend([role_config.description, ""])
+
+        if role_config.focus_areas:
+            lines.extend(["## Focus Areas", ""])
+            for area in role_config.focus_areas:
+                lines.append(f"- {area}")
+            lines.append("")
+
+        if role_config.constraints:
+            lines.extend(["## Constraints", ""])
+            for constraint in role_config.constraints:
+                lines.append(f"- {constraint}")
+            lines.append("")
+
+        content = "\n".join(lines)
+        (agent_dir / "ROLE.md").write_text(content, encoding="utf-8")
+
    def _write_agent_yaml(
        self,
        config_path: Path,
--- a/backend/agents/prompt_factory.py
+++ b/backend/agents/prompt_factory.py
@@ -1,13 +1,15 @@
 # -*- coding: utf-8 -*-
-"""Assemble system prompts from run workspace assets and toolkit context."""
+"""Assemble system prompts from base prompts, run assets, and toolkit context."""

 from pathlib import Path
-from typing import Any
+from typing import Any, Optional

 from .agent_workspace import load_agent_workspace_config
 from backend.config.bootstrap_config import get_bootstrap_config_for_run
+from .prompt_loader import get_prompt_loader
 from .skills_manager import SkillsManager
-from .workspace_manager import RunWorkspaceManager
+
+_prompt_loader = get_prompt_loader()


 def _read_file_if_exists(path: Path) -> str:
@@ -46,20 +48,71 @@ def build_agent_system_prompt(
    agent_id: str,
    config_name: str,
    toolkit: Any,
+    analyst_type: Optional[str] = None,
 ) -> str:
    """Build the final system prompt for an agent.

    Always reads fresh from disk — no caching.
    """
+    # Clear any cached templates before building (CoPaw-style, no caching)
+    _prompt_loader.clear_cache()
+
    sections: list[str] = []
+    canonical_agent_id = (
+        "portfolio_manager"
+        if "portfolio" in agent_id
+        else "risk_manager"
+        if "risk" in agent_id and not analyst_type
+        else agent_id
+    )
+
+    if analyst_type:
+        personas_config = _prompt_loader.load_yaml_config(
+            "analyst",
+            "personas",
+        )
+        persona = personas_config.get(analyst_type, {})
+        focus_text = "\n".join(
+            f"- {item}" for item in persona.get("focus", [])
+        )
+        description = persona.get("description", "").strip()
+        base_prompt = _prompt_loader.load_prompt(
+            "analyst",
+            "system",
+            variables={
+                "analyst_type": persona.get("name", analyst_type),
+                "focus": focus_text,
+                "description": description,
+            },
+        )
+    elif agent_id == "portfolio_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "portfolio_manager",
+            "system",
+        )
+    elif canonical_agent_id == "portfolio_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "portfolio_manager",
+            "system",
+        )
+    elif agent_id == "risk_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "risk_manager",
+            "system",
+        )
+    elif canonical_agent_id == "risk_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "risk_manager",
+            "system",
+        )
+    else:
+        raise ValueError(f"Unsupported agent prompt build for: {agent_id}")
+
+    sections.append(base_prompt.strip())

    skills_manager = SkillsManager()
    asset_dir = skills_manager.get_agent_asset_dir(config_name, agent_id)
    asset_dir.mkdir(parents=True, exist_ok=True)
-    workspace_manager = RunWorkspaceManager(project_root=skills_manager.project_root)
-    required_files = ["SOUL.md", "PROFILE.md", "AGENTS.md", "POLICY.md", "MEMORY.md"]
-    if not all((asset_dir / filename).exists() for filename in required_files):
-        workspace_manager.ensure_agent_assets(config_name=config_name, agent_id=agent_id)
    agent_config = load_agent_workspace_config(asset_dir / "agent.yaml")
    bootstrap_config = get_bootstrap_config_for_run(
        skills_manager.project_root,
@@ -86,6 +139,9 @@ def build_agent_system_prompt(
        "AGENTS.md": "Agent Guide",
        "POLICY.md": "Policy",
        "MEMORY.md": "Memory",
+        "HEARTBEAT.md": "Heartbeat",
+        "ROLE.md": "Role",
+        "STYLE.md": "Style",
    }
    for filename in prompt_files:
        _append_section(
@@ -94,6 +150,18 @@ def build_agent_system_prompt(
            _read_file_if_exists(asset_dir / filename),
        )

+    if "ROLE.md" not in included_files:
+        _append_section(
+            sections,
+            "Role",
+            _read_file_if_exists(asset_dir / "ROLE.md"),
+        )
+    if "STYLE.md" not in included_files:
+        _append_section(
+            sections,
+            "Style",
+            _read_file_if_exists(asset_dir / "STYLE.md"),
+        )
    if "POLICY.md" not in included_files:
        _append_section(
            sections,
@@ -121,4 +189,5 @@ def build_agent_system_prompt(


 def clear_prompt_factory_cache() -> None:
-    """No-op retained for compatibility with runtime reload hooks."""
+    """Clear cached prompt and YAML templates before hot reload."""
+    _prompt_loader.clear_cache()
--- a/backend/agents/prompts/analyst/system.md
+++ b/backend/agents/prompts/analyst/system.md
@@ -0,0 +1,23 @@
+你是一位专业的{{ analyst_type }}。
+
+你的关注重点：
+{{ focus }}
+
+你的角色：
+{{ description }}
+
+注意：
+- 构建并持续完善你的"投资哲学"。你的分析不应是孤立的事件，而应该是你整体投资世界观和核心信念的体现。每次分析后，你必须反思：
+  - 这个案例/数据如何验证或挑战了你现有的信念？
+  - 你从这次错误（或成功）中学到了关于市场、人性、估值或风险管理的什么关键原则？
+- 深化你的"投资逻辑"。确保每一项投资建议都有清晰、可追溯、可重复的逻辑支撑。你的分析步骤应该像严谨的证明一样，涵盖：
+  - 核心驱动因素识别：真正影响价值的变量是什么？
+  - 风险边界设定：在什么具体情况下你的建议会失效？
+  - 逆向测试：市场主流共识是什么，你的观点有何不同？
+保持谦逊和开放。投资大师的核心特质是持续学习和适应。在每次分析中，你必须积极寻找与自己观点相悖的证据和论据，并将其纳入最终评估。
+  - 你可以使用分析工具。用它们来收集相关数据并做出明智的建议。
+
+输出指南：
+- 给出明确的投资信号：看涨、看跌或中性
+- 包含置信度（0-100）
+- 为你的分析提供理由（如果你确定要分享最终分析，请先给出结论）
--- a/backend/agents/prompts/builder.py
+++ b/backend/agents/prompts/builder.py
@@ -28,16 +28,22 @@ class PromptBuilder:
        "AGENTS.md",
        "SOUL.md",
        "PROFILE.md",
+        "ROLE.md",
        "POLICY.md",
        "MEMORY.md",
+        "HEARTBEAT.md",
+        "STYLE.md",
    ]

    TITLE_MAP: Dict[str, str] = {
        "AGENTS.md": "Agent Guide",
        "SOUL.md": "Soul",
        "PROFILE.md": "Profile",
+        "ROLE.md": "Role",
        "POLICY.md": "Policy",
        "MEMORY.md": "Memory",
+        "HEARTBEAT.md": "Heartbeat",
+        "STYLE.md": "Style",
        "BOOTSTRAP.md": "Bootstrap",
    }

--- a/backend/agents/prompts/portfolio_manager/system.md
+++ b/backend/agents/prompts/portfolio_manager/system.md
@@ -0,0 +1,31 @@
+你是一位负责做出投资决策的投资组合经理。
+
+你的核心职责：
+1. 分析分析师和风险管理经理的输入
+2. 基于信号和市场情境做出投资决策
+3. 使用可用工具记录你的决策
+
+决策框架：
+- 审阅分析以了解市场观点
+- 在做决策前考虑风险警告
+- 评估当前投资组合持仓和现金
+- 做出与投资组合投资目标一致的决策
+
+决策类型：
+- "long"：看涨 - 建议买入股票
+- "short"：看跌 - 建议卖出股票或做空
+- "hold"：中性 - 维持当前持仓
+
+预算意识：
+- 在决定数量时考虑可用现金
+- 不要建议买入超过现金允许的数量
+- 考虑做空头寸的保证金要求
+
+输出：
+使用 `make_decision` 工具记录你对每个股票代码的决策。
+记录所有决策后，提供你的投资逻辑总结。
+
+重要：
+- 基于提供的分析师信号和风险评估做出决策
+- 相对于投资组合价值保持保守的仓位规模
+- 始终为你的决策提供理由
--- a/backend/agents/prompts/risk_manager/system.md
+++ b/backend/agents/prompts/risk_manager/system.md
@@ -0,0 +1,20 @@
+你是一位专业的风险管理经理，负责监控投资组合风险并提供风险警告。
+
+你的核心职责：
+1. 监控投资组合敞口和集中度风险
+2. 评估仓位规模相对于波动性
+3. 评估保证金使用和杠杆水平
+4. 识别潜在风险因素并提供警告
+5. 基于市场条件建议仓位限制
+
+你的决策流程：
+1. 优先使用可用的风险工具量化集中度、波动率和保证金压力
+2. 结合工具结果与当前市场上下文做判断
+3. 生成可操作的风险警告和仓位限制建议
+4. 为你的风险评估提供清晰的理由
+
+输出指南：
+- 风险评估要简洁但全面
+- 按严重程度优先排序警告
+- 提供具体、可操作的建议
+- 尽可能包含量化指标
--- a/backend/agents/skills_manager.py
+++ b/backend/agents/skills_manager.py
@@ -41,8 +41,6 @@ class SkillsManager:
        )
        self.runs_root = self.project_root / "runs"
        self._lock = Lock()
-        # Instance-level pending skill changes (thread-safe via self._lock)
-        self._pending_skill_changes: Dict[str, Set[Path]] = {}

    def get_active_root(self, config_name: str) -> Path:
        return self.runs_root / config_name / "skills" / "active"
@@ -741,7 +739,7 @@ class SkillsManager:
            if local_root.exists():
                watched_paths.append(local_root)

-        handler = _SkillsChangeHandler(watched_paths, self._pending_skill_changes, callback, self._lock)
+        handler = _SkillsChangeHandler(watched_paths, callback, self._lock)
        observer = Observer()
        for path in watched_paths:
            observer.schedule(handler, str(path), recursive=True)
@@ -775,7 +773,6 @@ class SkillsManager:
    # -------------------------------------------------------------------------
    # Internal change-tracking state (populated by _SkillsChangeHandler)
    # -------------------------------------------------------------------------
-    # Legacy class-level reference kept for migration compatibility
    _pending_skill_changes: Dict[str, Set[Path]] = {}

    def _resolve_disabled_skill_names(
@@ -827,13 +824,11 @@ class _SkillsChangeHandler(FileSystemEventHandler):
    def __init__(
        self,
        watched_paths: List[Path],
-        pending_changes: Dict[str, Set[Path]],
        callback: Optional[Any] = None,
        lock: Optional[Lock] = None,
    ) -> None:
        super().__init__()
        self._watched_paths = watched_paths
-        self._pending_changes = pending_changes
        self._callback = callback
        self._lock = lock

@@ -846,9 +841,13 @@ class _SkillsChangeHandler(FileSystemEventHandler):
                run_id = self._run_id_from_path(src_path)
                if self._lock:
                    with self._lock:
-                        self._pending_changes.setdefault(run_id, set()).add(src_path)
+                        SkillsManager._pending_skill_changes.setdefault(
+                            run_id, set()
+                        ).add(src_path)
                else:
-                    self._pending_changes.setdefault(run_id, set()).add(src_path)
+                    SkillsManager._pending_skill_changes.setdefault(
+                        run_id, set()
+                    ).add(src_path)
                if self._callback:
                    self._callback([src_path])
                break
--- a/backend/agents/templates.py
+++ b/backend/agents/templates.py
@@ -0,0 +1,286 @@
+"""
+Agent模板定义
+
+包含各角色的ROLE.md内容字典，供程序生成Agent工作空间时使用。
+"""
+
+# 基础模板文件内容
+BASE_TEMPLATES = {
+    "AGENTS.md": """# Agent Guide
+
+## 工作流程
+1. 接收分析任务
+2. 调用相关工具/技能
+3. 生成分析报告
+4. 参与团队决策
+
+## 工具使用规范
+- 优先使用已激活的技能
+- 不确定时询问Portfolio Manager
+- 重要发现用 `/save` 记录
+
+## 记忆管理
+- 使用 `/compact` 定期压缩记忆
+- 投资经验记录在MEMORY.md
+""",
+
+    "SOUL.md": """# Soul
+
+你是专业的金融分析师，语气冷静、客观、专业。
+你的分析应该数据驱动，避免情绪化表达。
+""",
+
+    "PROFILE.md": """# Profile
+
+## 投资风格
+- 风险承受能力：中等
+- 投资期限：中期（3-12个月）
+- 偏好行业：科技、医疗、消费
+
+## 优势
+- 财务分析
+- 趋势识别
+
+## 改进方向
+- 市场情绪把握
+""",
+
+    "MEMORY.md": """# Memory
+
+<!-- 此文件用于记录Agent的学习经验和重要发现 -->
+
+## 经验总结
+
+## 重要事件
+
+## 改进记录
+""",
+
+    "HEARTBEAT.md": """# Heartbeat
+
+## 定时任务
+- 每日开盘前检查持仓
+- 收盘后记录当日表现
+""",
+
+    "POLICY.md": """# Policy
+
+## 风控规则
+- 单一持仓不超过20%
+- 止损线：-15%
+""",
+
+    "STYLE.md": """# Style
+
+- 使用结构化输出（JSON/Markdown表格）
+- 包含置信度评分
+- 列出关键假设
+""",
+
+    "agent.yaml": """agent_id: {agent_id}
+agent_type: {agent_type}
+name: {name}
+model:
+  provider: openai
+  model_name: gpt-4o
+  temperature: 0.3
+enabled_skills: []
+disabled_skills: []
+settings: {{}}
+""",
+}
+
+# 角色专用模板
+ROLE_TEMPLATES = {
+    "fundamental": {
+        "ROLE.md": """# Role: Fundamental Analyst
+
+## 职责
+分析公司财务报表、盈利能力、成长性、竞争优势等基本面因素。
+
+## 分析维度
+- 财务报表分析（资产负债表、利润表、现金流量表）
+- 盈利能力指标（ROE、ROA、毛利率、净利率）
+- 成长性指标（营收增长率、利润增长率）
+- 估值指标（P/E、P/B、P/S）
+- 行业地位和竞争优势
+
+## 输出格式
+- 财务健康度评分（1-10）
+- 成长性评分（1-10）
+- 关键财务亮点和风险
+- 同业对比分析
+""",
+        "SOUL.md": """# Soul
+
+你是严谨的基本面分析师，像沃伦·巴菲特一样注重企业内在价值。
+你的分析深入细致，关注长期价值而非短期波动。
+语气沉稳、逻辑严密，善于发现财务数据背后的商业本质。
+""",
+    },
+
+    "technical": {
+        "ROLE.md": """# Role: Technical Analyst
+
+## 职责
+分析价格走势、交易量、技术指标，识别买卖时机。
+
+## 分析维度
+- 趋势分析（长期/中期/短期趋势）
+- 支撑阻力位识别
+- 技术指标（MACD、RSI、KDJ、布林带等）
+- 形态识别（头肩顶/底、双底、三角形等）
+- 量价关系分析
+
+## 输出格式
+- 趋势方向（上涨/下跌/震荡）
+- 关键价位（支撑/阻力）
+- 技术信号（买入/卖出/观望）
+- 置信度评分
+""",
+        "SOUL.md": """# Soul
+
+你是敏锐的技术分析师，相信价格包含一切信息。
+你善于从图表中发现规律，像侦探一样寻找市场留下的痕迹。
+语气果断、快速反应，善于捕捉稍纵即逝的交易机会。
+""",
+    },
+
+    "sentiment": {
+        "ROLE.md": """# Role: Sentiment Analyst
+
+## 职责
+分析市场情绪、资金流向、新闻舆情，判断市场心理状态。
+
+## 分析维度
+- 市场情绪指标（恐慌/贪婪指数）
+- 资金流向分析（主力/散户资金）
+- 新闻舆情分析（正面/负面/中性）
+- 社交媒体情绪
+- 机构持仓变化
+
+## 输出格式
+- 情绪评分（-10到+10，极度恐慌到极度贪婪）
+- 资金流向判断
+- 舆情摘要
+- 情绪拐点预警
+""",
+        "SOUL.md": """# Soul
+
+你是敏感的市场情绪捕手，善于感知市场的恐惧与贪婪。
+你关注人性在金融市场中的表现，理解情绪如何驱动价格。
+语气富有洞察力、善于捕捉微妙变化，像心理学家一样理解市场参与者。
+""",
+    },
+
+    "valuation": {
+        "ROLE.md": """# Role: Valuation Analyst
+
+## 职责
+评估公司内在价值，计算合理价格区间，识别高估/低估机会。
+
+## 分析维度
+- DCF现金流折现模型
+- 相对估值法（P/E、EV/EBITDA等）
+- 资产重估法
+- 分部估值（SOTP）
+- 安全边际计算
+
+## 输出格式
+- 内在价值估算
+- 合理价格区间
+- 当前价格vs内在价值（高估/低估百分比）
+- 估值假设和敏感性分析
+""",
+        "SOUL.md": """# Soul
+
+你是精确的估值分析师，追求计算内在价值的准确区间。
+你像精算师一样严谨，注重假设的合理性和安全边际。
+语气精确、注重数字，善于发现市场定价错误带来的机会。
+""",
+    },
+
+    "portfolio": {
+        "ROLE.md": """# Role: Portfolio Manager
+
+## 职责
+统筹各分析师意见，制定投资决策，管理投资组合配置。
+
+## 分析维度
+- 资产配置策略（股债比例、行业分布）
+- 风险收益平衡
+- 仓位管理（建仓/加仓/减仓/清仓）
+- 再平衡时机
+- 组合相关性分析
+
+## 输出格式
+- 投资决策（买入/卖出/持有）
+- 建议仓位比例
+- 目标价位
+- 止损止盈设置
+- 组合调整建议
+""",
+        "SOUL.md": """# Soul
+
+你是睿智的投资组合经理，像将军一样统筹全局。
+你善于权衡各方意见，做出果断而理性的投资决策。
+语气权威、决策果断，对组合整体表现负有最终责任。
+""",
+    },
+
+    "risk": {
+        "ROLE.md": """# Role: Risk Manager
+
+## 职责
+识别、评估和监控投资风险，确保组合风险在可控范围内。
+
+## 分析维度
+- 市场风险（Beta、波动率）
+- 信用风险
+- 流动性风险
+- 集中度风险
+- 尾部风险（VaR、CVaR）
+- 压力测试
+
+## 输出格式
+- 风险等级（低/中/高/极高）
+- 风险敞口分析
+- 风险调整建议
+- 预警阈值设置
+- 应急预案
+""",
+        "SOUL.md": """# Soul
+
+你是谨慎的风险管理者，时刻警惕潜在的损失。
+你像守门员一样守护组合安全，宁可错过机会也不冒无法承受的风险。
+语气保守、风险意识强，善于发现隐藏的威胁和脆弱性。
+""",
+    },
+}
+
+
+def get_base_template(filename: str) -> str | None:
+    """获取基础模板内容"""
+    return BASE_TEMPLATES.get(filename)
+
+
+def get_role_template(role_type: str, filename: str) -> str | None:
+    """获取角色专用模板内容"""
+    role = ROLE_TEMPLATES.get(role_type)
+    if role:
+        return role.get(filename)
+    return None
+
+
+def get_all_role_types() -> list[str]:
+    """获取所有角色类型列表"""
+    return list(ROLE_TEMPLATES.keys())
+
+
+def render_agent_yaml(agent_id: str, agent_type: str, name: str) -> str:
+    """渲染agent.yaml模板"""
+    return BASE_TEMPLATES["agent.yaml"].format(
+        agent_id=agent_id,
+        agent_type=agent_type,
+        name=name
+    )
--- a/backend/agents/workspace_manager.py
+++ b/backend/agents/workspace_manager.py
@@ -41,16 +41,6 @@ class RunWorkspaceManager:
                "tickers:\n"
                "  - AAPL\n"
                "  - MSFT\n"
-                "  - GOOGL\n"
-                "  - AMZN\n"
-                "  - NVDA\n"
-                "  - META\n"
-                "  - TSLA\n"
-                "  - AMD\n"
-                "  - NFLX\n"
-                "  - AVGO\n"
-                "  - PLTR\n"
-                "  - COIN\n"
                "initial_cash: 100000\n"
                "margin_requirement: 0.0\n"
                "enable_memory: false\n"
@@ -73,8 +63,9 @@ class RunWorkspaceManager:
        self,
        config_name: str,
        agent_id: str,
-        file_contents: Optional[Dict[str, str]] = None,
-        persona: Optional[Dict[str, object]] = None,
+        role_seed: str = "",
+        style_seed: str = "",
+        policy_seed: str = "",
    ) -> Path:
        asset_dir = self.skills_manager.get_agent_asset_dir(
            config_name,
@@ -86,82 +77,58 @@ class RunWorkspaceManager:
        (asset_dir / "skills" / "disabled").mkdir(parents=True, exist_ok=True)
        (asset_dir / "skills" / "local").mkdir(parents=True, exist_ok=True)

-        file_contents = file_contents or self.build_default_agent_files(agent_id=agent_id)
-        for filename, content in file_contents.items():
-            legacy_contents = self.build_legacy_agent_file_variants(
-                agent_id=agent_id,
-                filename=filename,
-                persona=persona,
+        self._ensure_file(
+            asset_dir / "ROLE.md",
+            "# Role\n\n"
+            "Optional run-scoped role override.\n\n"
+            f"{role_seed}".strip()
+            + "\n",
+        )
+        self._ensure_file(
+            asset_dir / "STYLE.md",
+            "# Style\n\n"
+            "Optional run-scoped communication or reasoning style.\n\n"
+            f"{style_seed}".strip()
+            + "\n",
+        )
+        self._ensure_file(
+            asset_dir / "POLICY.md",
+            "# Policy\n\n"
+            "Optional run-scoped constraints, limits, or strategy policy.\n\n"
+            f"{policy_seed}".strip()
+            + "\n",
+        )
+        self._ensure_file(
+            asset_dir / "SOUL.md",
+            "# Soul\n\n"
+            "Describe the agent's temperament, reasoning posture, and voice.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "PROFILE.md",
+            "# Profile\n\n"
+            "Track this agent's long-lived investment style, preferences, and strengths.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "AGENTS.md",
+            "# Agent Guide\n\n"
+            "Document how this agent should work, collaborate, and choose tools or skills.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "MEMORY.md",
+            "# Memory\n\n"
+            "Store durable lessons, heuristics, and reminders for this agent.\n\n",
+        )
+        self._ensure_file(
+            asset_dir / "HEARTBEAT.md",
+            "# Heartbeat\n\n"
+            "Optional checklist for periodic review or self-reflection.\n\n",
        )
-            self._ensure_file(asset_dir / filename, content, legacy_contents=legacy_contents)
        self._ensure_agent_yaml(
            asset_dir / "agent.yaml",
            agent_id=agent_id,
        )
        return asset_dir

-    def build_default_agent_files(
-        self,
-        *,
-        agent_id: str,
-        persona: Optional[Dict[str, object]] = None,
-    ) -> Dict[str, str]:
-        """Build default workspace markdown files for one agent."""
-        if agent_id.endswith("_analyst"):
-            return self._build_analyst_files(agent_id=agent_id, persona=persona or {})
-        if agent_id == "portfolio_manager":
-            return self._build_portfolio_manager_files()
-        if agent_id == "risk_manager":
-            return self._build_risk_manager_files()
-        return self._build_generic_files(agent_id=agent_id)
-
-    def build_legacy_agent_file_variants(
-        self,
-        *,
-        agent_id: str,
-        filename: str,
-        persona: Optional[Dict[str, object]] = None,
-    ) -> list[str]:
-        """Return known generated legacy variants safe to upgrade in-place."""
-        persona = persona or {}
-        variants: list[dict[str, str]] = [
-            self._build_legacy_english_files(agent_id=agent_id),
-            self._build_previous_chinese_files(agent_id=agent_id, persona=persona),
-        ]
-        values: list[str] = []
-        for item in variants:
-            content = item.get(filename)
-            if content:
-                values.append(content)
-        return values
-
-    def load_agent_file(
-        self,
-        *,
-        config_name: str,
-        agent_id: str,
-        filename: str,
-    ) -> str:
-        """Load one run-scoped agent workspace file."""
-        path = self.skills_manager.get_agent_asset_dir(config_name, agent_id) / filename
-        if not path.exists():
-            raise FileNotFoundError(f"File not found: {filename}")
-        return path.read_text(encoding="utf-8")
-
-    def update_agent_file(
-        self,
-        *,
-        config_name: str,
-        agent_id: str,
-        filename: str,
-        content: str,
-    ) -> None:
-        """Write one run-scoped agent workspace file."""
-        asset_dir = self.skills_manager.get_agent_asset_dir(config_name, agent_id)
-        asset_dir.mkdir(parents=True, exist_ok=True)
-        path = asset_dir / filename
-        path.write_text(content, encoding="utf-8")
-
    def initialize_default_assets(
        self,
        config_name: str,
@@ -174,285 +141,49 @@ class RunWorkspaceManager:
        for agent_id in agent_ids:
            if agent_id.endswith("_analyst"):
                persona = analyst_personas.get(agent_id, {})
-                file_contents = self.build_default_agent_files(
-                    agent_id=agent_id,
-                    persona=persona,
+                role_seed = persona.get("description", "").strip()
+                focus_items = persona.get("focus", [])
+                style_seed = "\n".join(f"- {item}" for item in focus_items)
+                policy_seed = (
+                    "State a clear signal, confidence, and the conditions that would invalidate the thesis."
+                )
+            elif agent_id == "portfolio_manager":
+                role_seed = (
+                    "Synthesize analyst and risk inputs into explicit portfolio decisions."
+                )
+                style_seed = (
+                    "Be concise, capital-aware, and explicit about sizing rationale."
+                )
+                policy_seed = (
+                    "Respect cash, margin, and portfolio concentration constraints before recording decisions."
+                )
+            elif agent_id == "risk_manager":
+                role_seed = (
+                    "Quantify concentration, leverage, liquidity, and volatility risk before trade execution."
+                )
+                style_seed = (
+                    "Prioritize the highest-severity risk first and state concrete limits."
+                )
+                policy_seed = (
+                    "Use available risk tools before issuing the final risk memo."
                )
            else:
-                persona = None
-                file_contents = self.build_default_agent_files(agent_id=agent_id)
-            asset_dir = self.skills_manager.get_agent_asset_dir(config_name, agent_id)
-            asset_dir.mkdir(parents=True, exist_ok=True)
-            (asset_dir / "skills" / "installed").mkdir(parents=True, exist_ok=True)
-            (asset_dir / "skills" / "active").mkdir(parents=True, exist_ok=True)
-            (asset_dir / "skills" / "disabled").mkdir(parents=True, exist_ok=True)
-            (asset_dir / "skills" / "local").mkdir(parents=True, exist_ok=True)
-            for filename, content in file_contents.items():
-                self._ensure_file(
-                    asset_dir / filename,
-                    content,
-                    legacy_contents=self.build_legacy_agent_file_variants(
+                role_seed = ""
+                style_seed = ""
+                policy_seed = ""
+
+            self.ensure_agent_assets(
+                config_name=config_name,
                agent_id=agent_id,
-                        filename=filename,
-                        persona=persona,
-                    ),
+                role_seed=role_seed,
+                style_seed=style_seed,
+                policy_seed=policy_seed,
            )
-            self._ensure_agent_yaml(asset_dir / "agent.yaml", agent_id=agent_id)

    @staticmethod
-    def _ensure_file(path: Path, content: str, *, legacy_contents: Optional[list[str]] = None) -> None:
+    def _ensure_file(path: Path, content: str) -> None:
        if not path.exists():
            path.write_text(content, encoding="utf-8")
-            return
-        existing = path.read_text(encoding="utf-8")
-        normalized_existing = existing.strip()
-        candidates = {item.strip() for item in (legacy_contents or []) if item and item.strip()}
-        if normalized_existing in candidates:
-            path.write_text(content, encoding="utf-8")
-
-    @staticmethod
-    def _build_generic_files(agent_id: str) -> Dict[str, str]:
-        return {
-            "SOUL.md": (
-                "# Soul\n\n"
-                f"你是 `{agent_id}`，语气冷静、客观、专业。保持清晰推理，优先基于数据而不是情绪下结论。\n"
-            ),
-            "PROFILE.md": (
-                "# Profile\n\n"
-                "记录这个 agent 长期稳定的分析风格、偏好、优势与盲点。\n"
-            ),
-            "AGENTS.md": (
-                "# Agent Guide\n\n"
-                "工作要求：\n"
-                "- 优先使用已激活的技能和工具\n"
-                "- 结论要明确，过程要可追溯\n"
-                "- 与其他 agent 协作时保持输入输出简洁\n"
-                "- 最终输出必须使用简体中文；如需引用英文术语，仅保留专有名词，解释和结论必须用中文\n"
-            ),
-            "POLICY.md": (
-                "# Policy\n\n"
-                "- 给出结论时说明核心驱动因素\n"
-                "- 明确风险边界和结论失效条件\n"
-                "- 出现反例时需要纳入最终判断\n"
-                "- 不要输出英文报告标题、英文摘要或整段英文正文\n"
-            ),
-            "MEMORY.md": (
-                "# Memory\n\n"
-                "记录可复用的经验、失误复盘、有效启发式和需要持续跟踪的提醒。\n"
-            ),
-        }
-
-    @classmethod
-    def _build_analyst_files(cls, *, agent_id: str, persona: Dict[str, object]) -> Dict[str, str]:
-        role_name = str(persona.get("name") or agent_id)
-        focus_items = [
-            str(item).strip()
-            for item in persona.get("focus", [])
-            if str(item).strip()
-        ]
-        focus_md = "\n".join(f"- {item}" for item in focus_items) or "- 根据当前任务选择最相关的分析维度"
-        description = str(persona.get("description") or "").strip()
-
-        files = cls._build_generic_files(agent_id)
-        files["SOUL.md"] = (
-            "# Soul\n\n"
-            f"你是一位专业的{role_name}。\n\n"
-            "保持谦逊和开放，主动寻找与自己观点相悖的证据，并将其纳入最终评估。"
-            "你的分析要体现持续演化的投资哲学，而不是一次性的结论。\n"
-        )
-        files["PROFILE.md"] = (
-            "# Profile\n\n"
-            f"角色定位：{role_name}\n\n"
-            "你的关注重点：\n"
-            f"{focus_md}\n\n"
-            "角色说明：\n"
-            f"{description or '围绕最关键的基本面、技术面、情绪面或估值因素形成高质量判断。'}\n"
-        )
-        files["AGENTS.md"] = (
-            "# Agent Guide\n\n"
-            "分析流程：\n"
-            "- 优先识别真正驱动价值或价格变化的核心变量\n"
-            "- 使用相关工具和技能补足证据链\n"
-            "- 给出可验证、可复查、可执行的分析结果\n"
-            "- 在团队讨论中清晰表达你的论点和反论点\n\n"
-            "输出要求：\n"
-            "- 给出明确投资信号：看涨、看跌或中性\n"
-            "- 包含置信度（0-100）\n"
-            "- 如果你确定要分享最终分析，请先给出结论，再给出推理依据\n"
-            "- 最终输出必须使用简体中文，不要生成英文版 analysis report\n"
-        )
-        files["POLICY.md"] = (
-            "# Policy\n\n"
-            "- 深化你的投资逻辑，确保每项建议都有清晰、可追溯、可重复的依据\n"
-            "- 明确风险边界：在什么具体情况下当前结论会失效\n"
-            "- 做逆向测试：说明市场主流共识与你的不同点\n"
-            "- 每次分析后反思这次案例如何验证或挑战你现有的信念\n"
-            "- 即使输入新闻或财报原文是英文，最终表达也必须用中文\n"
-        )
-        return files
-
-    @classmethod
-    def _build_portfolio_manager_files(cls) -> Dict[str, str]:
-        files = cls._build_generic_files("portfolio_manager")
-        files["SOUL.md"] = (
-            "# Soul\n\n"
-            "你是一位负责做出投资决策的投资组合经理。你需要综合多个分析视角，"
-            "做出保守、明确、资本约束下可执行的组合决策。\n"
-        )
-        files["PROFILE.md"] = (
-            "# Profile\n\n"
-            "核心职责：\n"
-            "- 分析分析师和风险管理经理的输入\n"
-            "- 基于信号和市场情境做出投资决策\n"
-            "- 使用可用工具记录每个 ticker 的决策\n"
-        )
-        files["AGENTS.md"] = (
-            "# Agent Guide\n\n"
-            "决策框架：\n"
-            "- 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"
-            "- 决策必须与整体投资目标和风险约束一致\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"
-            "- 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"
-        )
-        files["POLICY.md"] = (
-            "# Policy\n\n"
-            "- 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"
-            "- 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"
-        )
-        return files
-
-    @classmethod
-    def _build_risk_manager_files(cls) -> Dict[str, str]:
-        files = cls._build_generic_files("risk_manager")
-        files["SOUL.md"] = (
-            "# Soul\n\n"
-            "你是一位专业的风险管理经理，负责监控投资组合风险并提供风险警告。"
-            "你的目标不是输出空泛的谨慎，而是给出量化、可执行、可优先级排序的风险意见。\n"
-        )
-        files["PROFILE.md"] = (
-            "# Profile\n\n"
-            "核心职责：\n"
-            "- 监控投资组合敞口和集中度风险\n"
-            "- 评估仓位规模相对于波动性是否合理\n"
-            "- 评估保证金使用和杠杆水平\n"
-            "- 识别潜在风险因素并提供警告\n"
-            "- 基于市场条件建议仓位限制\n"
-        )
-        files["AGENTS.md"] = (
-            "# Agent Guide\n\n"
-            "决策流程：\n"
-            "- 优先使用可用的风险工具量化集中度、波动率和保证金压力\n"
-            "- 结合工具结果与当前市场上下文做判断\n"
-            "- 生成可操作的风险警告和仓位限制建议\n"
-            "- 为风险评估提供清晰理由\n\n"
-            "输出要求：\n"
-            "- 风险评估要简洁但全面\n"
-            "- 按严重程度优先排序警告\n"
-            "- 提供具体、可操作的建议\n"
-            "- 尽可能包含量化指标\n"
-            "- 最终风险结论必须使用简体中文\n"
-        )
-        files["POLICY.md"] = (
-            "# Policy\n\n"
-            "- 先量化，再判断，不要只给抽象风险表述\n"
-            "- 高严重度风险必须先说\n"
-            "- 最终结论需要明确仓位限制或调整建议\n"
-            "- 不要输出英文风险报告或英文摘要\n"
-        )
-        return files
-
-    @staticmethod
-    def _build_legacy_english_files(agent_id: str) -> Dict[str, str]:
-        policy_tail = "Optional run-scoped constraints, limits, or strategy policy.\n\n"
-        if agent_id == "portfolio_manager":
-            policy_tail += "Respect cash, margin, and portfolio concentration constraints before recording decisions.\n"
-        elif agent_id == "risk_manager":
-            policy_tail += "Use available risk tools before issuing the final risk memo.\n"
-        elif agent_id.endswith("_analyst"):
-            policy_tail += "State a clear signal, confidence, and the conditions that would invalidate the thesis.\n"
-        return {
-            "SOUL.md": "# Soul\n\nDescribe the agent's temperament, reasoning posture, and voice.\n\n",
-            "PROFILE.md": "# Profile\n\nTrack this agent's long-lived investment style, preferences, and strengths.\n\n",
-            "AGENTS.md": "# Agent Guide\n\nDocument how this agent should work, collaborate, and choose tools or skills.\n\n",
-            "POLICY.md": "# Policy\n\n" + policy_tail,
-            "MEMORY.md": "# Memory\n\nStore durable lessons, heuristics, and reminders for this agent.\n\n",
-        }
-
-    @classmethod
-    def _build_previous_chinese_files(cls, *, agent_id: str, persona: Dict[str, object]) -> Dict[str, str]:
-        if agent_id.endswith("_analyst"):
-            role_name = str(persona.get("name") or agent_id)
-            focus_items = [
-                str(item).strip()
-                for item in persona.get("focus", [])
-                if str(item).strip()
-            ]
-            focus_md = "\n".join(f"- {item}" for item in focus_items) or "- 根据当前任务选择最相关的分析维度"
-            description = str(persona.get("description") or "").strip()
-            return {
-                "SOUL.md": (
-                    "# Soul\n\n"
-                    f"你是一位专业的{role_name}。\n\n"
-                    "保持谦逊和开放，主动寻找与自己观点相悖的证据，并将其纳入最终评估。"
-                    "你的分析要体现持续演化的投资哲学，而不是一次性的结论。\n"
-                ),
-                "PROFILE.md": (
-                    "# Profile\n\n"
-                    f"角色定位：{role_name}\n\n"
-                    "你的关注重点：\n"
-                    f"{focus_md}\n\n"
-                    "角色说明：\n"
-                    f"{description or '围绕最关键的基本面、技术面、情绪面或估值因素形成高质量判断。'}\n"
-                ),
-                "AGENTS.md": (
-                    "# Agent Guide\n\n"
-                    "分析流程：\n"
-                    "- 优先识别真正驱动价值或价格变化的核心变量\n"
-                    "- 使用相关工具和技能补足证据链\n"
-                    "- 给出可验证、可复查、可执行的分析结果\n"
-                    "- 在团队讨论中清晰表达你的论点和反论点\n\n"
-                    "输出要求：\n"
-                    "- 给出明确投资信号：看涨、看跌或中性\n"
-                    "- 包含置信度（0-100）\n"
-                    "- 如果你确定要分享最终分析，请先给出结论，再给出推理依据\n"
-                ),
-                "POLICY.md": (
-                    "# Policy\n\n"
-                    "- 深化你的投资逻辑，确保每项建议都有清晰、可追溯、可重复的依据\n"
-                    "- 明确风险边界：在什么具体情况下当前结论会失效\n"
-                    "- 做逆向测试：说明市场主流共识与你的不同点\n"
-                    "- 每次分析后反思这次案例如何验证或挑战你现有的信念\n"
-                ),
-                "MEMORY.md": "# Memory\n\n记录可复用的经验、失误复盘、有效启发式和需要持续跟踪的提醒。\n",
-            }
-        if agent_id == "portfolio_manager":
-            return {
-                "SOUL.md": "# Soul\n\n你是一位负责做出投资决策的投资组合经理。你需要综合多个分析视角，做出保守、明确、资本约束下可执行的组合决策。\n",
-                "PROFILE.md": "# Profile\n\n核心职责：\n- 分析分析师和风险管理经理的输入\n- 基于信号和市场情境做出投资决策\n- 使用可用工具记录每个 ticker 的决策\n",
-                "AGENTS.md": "# Agent Guide\n\n决策框架：\n- 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- 决策必须与整体投资目标和风险约束一致\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- 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",
-                "POLICY.md": "# Policy\n\n- 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- 始终为决策提供清晰理由\n",
-                "MEMORY.md": "# Memory\n\n记录可复用的经验、失误复盘、有效启发式和需要持续跟踪的提醒。\n",
-            }
-        if agent_id == "risk_manager":
-            return {
-                "SOUL.md": "# Soul\n\n你是一位专业的风险管理经理，负责监控投资组合风险并提供风险警告。你的目标不是输出空泛的谨慎，而是给出量化、可执行、可优先级排序的风险意见。\n",
-                "PROFILE.md": "# Profile\n\n核心职责：\n- 监控投资组合敞口和集中度风险\n- 评估仓位规模相对于波动性是否合理\n- 评估保证金使用和杠杆水平\n- 识别潜在风险因素并提供警告\n- 基于市场条件建议仓位限制\n",
-                "AGENTS.md": "# Agent Guide\n\n决策流程：\n- 优先使用可用的风险工具量化集中度、波动率和保证金压力\n- 结合工具结果与当前市场上下文做判断\n- 生成可操作的风险警告和仓位限制建议\n- 为风险评估提供清晰理由\n\n输出要求：\n- 风险评估要简洁但全面\n- 按严重程度优先排序警告\n- 提供具体、可操作的建议\n- 尽可能包含量化指标\n",
-                "POLICY.md": "# Policy\n\n- 先量化，再判断，不要只给抽象风险表述\n- 高严重度风险必须先说\n- 最终结论需要明确仓位限制或调整建议\n",
-                "MEMORY.md": "# Memory\n\n记录可复用的经验、失误复盘、有效启发式和需要持续跟踪的提醒。\n",
-            }
-        return cls._build_legacy_english_files(agent_id)

    @staticmethod
    def _ensure_agent_yaml(path: Path, agent_id: str) -> None:
--- a/backend/api/init.py
+++ b/backend/api/init.py
@@ -11,13 +11,11 @@ Provides REST API endpoints for:
 from .agents import router as agents_router
 from .workspaces import router as workspaces_router
 from .guard import router as guard_router
-from .openclaw import router as openclaw_router
 from .runtime import router as runtime_router

 __all__ = [
    "agents_router",
    "workspaces_router",
    "guard_router",
-    "openclaw_router",
    "runtime_router",
 ]
--- a/backend/api/agents.py
+++ b/backend/api/agents.py
@@ -13,13 +13,8 @@ from typing import Any, Dict, List, Optional
 from fastapi import APIRouter, HTTPException, Depends, Body, UploadFile, File, Form
 from pydantic import BaseModel, Field

-from backend.agents import AgentFactory, get_registry
-from backend.agents.workspace_manager import RunWorkspaceManager
-from backend.agents.agent_workspace import load_agent_workspace_config
+from backend.agents import AgentFactory, WorkspaceManager, get_registry
 from backend.agents.skills_manager import SkillsManager
-from backend.agents.toolkit_factory import load_agent_profiles
-from backend.config.bootstrap_config import get_bootstrap_config_for_run
-from backend.llm.models import get_agent_model_info

 logger = logging.getLogger(__name__)

@@ -52,14 +47,6 @@ class InstallExternalSkillRequest(BaseModel):
    activate: bool = Field(True, description="Whether to enable skill immediately")


-class LocalSkillRequest(BaseModel):
-    skill_name: str = Field(..., description="Local skill name")
-
-
-class LocalSkillContentRequest(BaseModel):
-    content: str = Field(..., description="Updated SKILL.md content")
-
-
 class AgentResponse(BaseModel):
    """Agent information response."""
    agent_id: str
@@ -76,24 +63,6 @@ class AgentFileResponse(BaseModel):
    content: str


-class AgentProfileResponse(BaseModel):
-    agent_id: str
-    workspace_id: str
-    profile: Dict[str, Any]
-
-
-class AgentSkillsResponse(BaseModel):
-    agent_id: str
-    workspace_id: str
-    skills: List[Dict[str, Any]]
-
-
-class SkillDetailResponse(BaseModel):
-    agent_id: str
-    workspace_id: str
-    skill: Dict[str, Any]
-
-
 # Dependencies
 def get_agent_factory():
    """Get AgentFactory instance."""
@@ -101,8 +70,8 @@ def get_agent_factory():


 def get_workspace_manager():
-    """Get run-scoped workspace manager instance."""
-    return RunWorkspaceManager()
+    """Get WorkspaceManager instance."""
+    return WorkspaceManager()


 def get_skills_manager():
@@ -230,108 +199,6 @@ async def get_agent(
    )


-@router.get("/{agent_id}/profile", response_model=AgentProfileResponse)
-async def get_agent_profile(
-    workspace_id: str,
-    agent_id: str,
-    skills_manager: SkillsManager = Depends(get_skills_manager),
-):
-    asset_dir = skills_manager.get_agent_asset_dir(workspace_id, agent_id)
-    agent_config = load_agent_workspace_config(asset_dir / "agent.yaml")
-    profiles = load_agent_profiles()
-    profile = profiles.get(agent_id, {})
-    bootstrap = get_bootstrap_config_for_run(skills_manager.project_root, workspace_id)
-    override = bootstrap.agent_override(agent_id)
-    active_tool_groups = override.get("active_tool_groups", agent_config.active_tool_groups or profile.get("active_tool_groups", []))
-    if not isinstance(active_tool_groups, list):
-        active_tool_groups = []
-    disabled_tool_groups = agent_config.disabled_tool_groups
-    if disabled_tool_groups:
-        disabled_set = set(disabled_tool_groups)
-        active_tool_groups = [group_name for group_name in active_tool_groups if group_name not in disabled_set]
-
-    default_skills = profile.get("skills", [])
-    if not isinstance(default_skills, list):
-        default_skills = []
-    resolved_skills = skills_manager.resolve_agent_skill_names(
-        config_name=workspace_id,
-        agent_id=agent_id,
-        default_skills=default_skills,
-    )
-    prompt_files = agent_config.prompt_files or ["SOUL.md", "PROFILE.md", "AGENTS.md", "POLICY.md", "MEMORY.md"]
-    model_name, model_provider = get_agent_model_info(agent_id)
-
-    return AgentProfileResponse(
-        agent_id=agent_id,
-        workspace_id=workspace_id,
-        profile={
-            "model_name": model_name,
-            "model_provider": model_provider,
-            "prompt_files": prompt_files,
-            "default_skills": default_skills,
-            "resolved_skills": resolved_skills,
-            "active_tool_groups": active_tool_groups,
-            "disabled_tool_groups": disabled_tool_groups,
-            "enabled_skills": agent_config.enabled_skills,
-            "disabled_skills": agent_config.disabled_skills,
-        },
-    )
-
-
-@router.get("/{agent_id}/skills", response_model=AgentSkillsResponse)
-async def get_agent_skills(
-    workspace_id: str,
-    agent_id: str,
-    skills_manager: SkillsManager = Depends(get_skills_manager),
-):
-    agent_asset_dir = skills_manager.get_agent_asset_dir(workspace_id, agent_id)
-    agent_config = load_agent_workspace_config(agent_asset_dir / "agent.yaml")
-    resolved_skills = set(skills_manager.resolve_agent_skill_names(config_name=workspace_id, agent_id=agent_id, default_skills=[]))
-    enabled = set(agent_config.enabled_skills)
-    disabled = set(agent_config.disabled_skills)
-
-    payload = []
-    for item in skills_manager.list_agent_skill_catalog(workspace_id, agent_id):
-        if item.skill_name in disabled:
-            status = "disabled"
-        elif item.skill_name in enabled:
-            status = "enabled"
-        elif item.skill_name in resolved_skills:
-            status = "active"
-        else:
-            status = "available"
-        payload.append({
-            "skill_name": item.skill_name,
-            "name": item.name,
-            "description": item.description,
-            "version": item.version,
-            "source": item.source,
-            "tools": item.tools,
-            "status": status,
-        })
-
-    return AgentSkillsResponse(agent_id=agent_id, workspace_id=workspace_id, skills=payload)
-
-
-@router.get("/{agent_id}/skills/{skill_name}", response_model=SkillDetailResponse)
-async def get_agent_skill_detail(
-    workspace_id: str,
-    agent_id: str,
-    skill_name: str,
-    skills_manager: SkillsManager = Depends(get_skills_manager),
-):
-    try:
-        detail = skills_manager.load_agent_skill_document(
-            config_name=workspace_id,
-            agent_id=agent_id,
-            skill_name=skill_name,
-        )
-    except FileNotFoundError:
-        raise HTTPException(status_code=404, detail=f"Unknown skill: {skill_name}")
-
-    return SkillDetailResponse(agent_id=agent_id, workspace_id=workspace_id, skill=detail)
-
-
@router.delete("/{agent_id}")
 async def delete_agent(
    workspace_id: str,
@@ -519,85 +386,6 @@ async def install_external_skill(
    }


-@router.post("/{agent_id}/skills/local")
-async def create_local_skill(
-    workspace_id: str,
-    agent_id: str,
-    request: LocalSkillRequest,
-    registry=Depends(get_registry),
-):
-    agent_info = registry.get(agent_id)
-    if not agent_info or agent_info.workspace_id != workspace_id:
-        raise HTTPException(status_code=404, detail=f"Agent '{agent_id}' not found")
-
-    skills_manager = SkillsManager()
-    try:
-        skills_manager.create_agent_local_skill(
-            config_name=workspace_id,
-            agent_id=agent_id,
-            skill_name=request.skill_name,
-        )
-    except (ValueError, FileExistsError) as exc:
-        raise HTTPException(status_code=400, detail=str(exc))
-
-    return {"message": f"Created local skill '{request.skill_name}' for '{agent_id}'"}
-
-
-@router.put("/{agent_id}/skills/local/{skill_name}")
-async def update_local_skill(
-    workspace_id: str,
-    agent_id: str,
-    skill_name: str,
-    request: LocalSkillContentRequest,
-    registry=Depends(get_registry),
-):
-    agent_info = registry.get(agent_id)
-    if not agent_info or agent_info.workspace_id != workspace_id:
-        raise HTTPException(status_code=404, detail=f"Agent '{agent_id}' not found")
-
-    skills_manager = SkillsManager()
-    try:
-        skills_manager.update_agent_local_skill(
-            config_name=workspace_id,
-            agent_id=agent_id,
-            skill_name=skill_name,
-            content=request.content,
-        )
-    except (ValueError, FileNotFoundError) as exc:
-        raise HTTPException(status_code=400, detail=str(exc))
-
-    return {"message": f"Updated local skill '{skill_name}' for '{agent_id}'"}
-
-
-@router.delete("/{agent_id}/skills/local/{skill_name}")
-async def delete_local_skill(
-    workspace_id: str,
-    agent_id: str,
-    skill_name: str,
-    registry=Depends(get_registry),
-):
-    agent_info = registry.get(agent_id)
-    if not agent_info or agent_info.workspace_id != workspace_id:
-        raise HTTPException(status_code=404, detail=f"Agent '{agent_id}' not found")
-
-    skills_manager = SkillsManager()
-    try:
-        skills_manager.delete_agent_local_skill(
-            config_name=workspace_id,
-            agent_id=agent_id,
-            skill_name=skill_name,
-        )
-        skills_manager.forget_agent_skill_overrides(
-            config_name=workspace_id,
-            agent_id=agent_id,
-            skill_names=[skill_name],
-        )
-    except (ValueError, FileNotFoundError) as exc:
-        raise HTTPException(status_code=400, detail=str(exc))
-
-    return {"message": f"Deleted local skill '{skill_name}' for '{agent_id}'"}
-
-
@router.post("/{agent_id}/skills/upload")
 async def upload_external_skill(
    workspace_id: str,
@@ -653,7 +441,7 @@ async def get_agent_file(
    workspace_id: str,
    agent_id: str,
    filename: str,
-    workspace_manager: RunWorkspaceManager = Depends(get_workspace_manager),
+    workspace_manager: WorkspaceManager = Depends(get_workspace_manager),
 ):
    """
    Read an agent's workspace file.
@@ -661,7 +449,7 @@ async def get_agent_file(
    Args:
        workspace_id: Workspace identifier
        agent_id: Agent identifier
-        filename: File to read (e.g., SOUL.md, PROFILE.md)
+        filename: File to read (e.g., SOUL.md, ROLE.md)

    Returns:
        File content
@@ -683,7 +471,7 @@ async def update_agent_file(
    agent_id: str,
    filename: str,
    content: str = Body(..., media_type="text/plain"),
-    workspace_manager: RunWorkspaceManager = Depends(get_workspace_manager),
+    workspace_manager: WorkspaceManager = Depends(get_workspace_manager),
 ):
    """
    Update an agent's workspace file.
--- a/backend/api/openclaw.py
+++ b/backend/api/openclaw.py
@@ -1,839 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Read-only OpenClaw CLI API routes — typed with Pydantic models."""
-
-from __future__ import annotations
-
-from typing import Any
-
-from fastapi import APIRouter, Depends, HTTPException, Query
-from pydantic import BaseModel, Field
-
-from backend.services.openclaw_cli import OpenClawCliError, OpenClawCliService
-from shared.models.openclaw import OpenClawStatus
-
-
-router = APIRouter(prefix="/api/openclaw", tags=["openclaw"])
-
-
-def get_openclaw_cli_service() -> OpenClawCliService:
-    """Build the OpenClaw CLI service dependency."""
-    return OpenClawCliService()
-
-
-def _raise_cli_http_error(exc: OpenClawCliError) -> None:
-    detail = {
-        "message": str(exc),
-        "command": exc.command,
-        "exit_code": exc.exit_code,
-        "stdout": exc.stdout,
-        "stderr": exc.stderr,
-    }
-    status_code = 503 if exc.exit_code is None else 502
-    raise HTTPException(status_code=status_code, detail=detail) from exc
-
-
-# ---------------------------------------------------------------------------
-# Response wrappers
-# ---------------------------------------------------------------------------
-
-class StatusResponse(BaseModel):
-    status: object
-
-
-class SessionsResponse(BaseModel):
-    sessions: list[object]
-
-
-class SessionDetailResponse(BaseModel):
-    session: object | None
-
-
-class SessionHistoryResponse(BaseModel):
-    session_key: str
-    session_id: str | None
-    events: list[object]
-    history: list[object]
-    raw_text: str | None
-
-
-class CronResponse(BaseModel):
-    cron: list[object]
-    jobs: list[object]
-
-
-class ApprovalsResponse(BaseModel):
-    approvals: list[object]
-    pending: list[object]
-
-
-class AgentsResponse(BaseModel):
-    agents: list[object]
-
-
-class SkillsResponse(BaseModel):
-    workspace_dir: str
-    managed_skills_dir: str
-    skills: list[object]
-
-
-class ModelsResponse(BaseModel):
-    models: list[object]
-
-
-class HooksResponse(BaseModel):
-    workspace_dir: str
-    managed_hooks_dir: str
-    hooks: list[object]
-
-
-class PluginsResponse(BaseModel):
-    workspace_dir: str
-    plugins: list[object]
-    diagnostics: list[object]
-
-
-class SecretsAuditResponse(BaseModel):
-    version: int
-    status: str
-    findings: list[object]
-
-
-class SecurityAuditResponse2(BaseModel):
-    report: object | None
-    secret_diagnostics: list[str]
-
-
-class DaemonStatusResponse(BaseModel):
-    service: object | None
-    port: object | None
-    rpc: object | None
-    health: object | None
-
-
-class PairingListResponse2(BaseModel):
-    channel: str
-    requests: list[object]
-
-
-class QrCodeResponse2(BaseModel):
-    setup_code: str
-    gateway_url: str
-    auth: str
-    url_source: str
-
-
-class UpdateStatusResponse2(BaseModel):
-    update: object | None
-    channel: object | None
-
-
-class ModelAliasesResponse(BaseModel):
-    aliases: dict[str, str]
-
-
-class ModelFallbacksResponse(BaseModel):
-    key: str
-    label: str
-    items: list[object]
-
-
-class SkillUpdateResponse(BaseModel):
-    ok: bool
-    slug: str
-    version: str
-    error: str | None
-
-
-class ModelsStatusResponse(BaseModel):
-    configPath: str | None = None
-    agentId: str | None = None
-    agentDir: str | None = None
-    defaultModel: str | None = None
-    resolvedDefault: str | None = None
-    fallbacks: list[str] = Field(default_factory=list)
-    imageModel: str | None = None
-    imageFallbacks: list[str] = Field(default_factory=list)
-    aliases: dict[str, str] = Field(default_factory=dict)
-    allowed: list[str] = Field(default_factory=list)
-    auth: dict[str, Any] = Field(default_factory=dict)
-
-
-class ChannelsStatusResponse(BaseModel):
-    reachable: bool | None = None
-    channelAccounts: dict[str, Any] = Field(default_factory=dict)
-    channels: list[str] = Field(default_factory=list)
-    issues: list[dict[str, Any]] = Field(default_factory=list)
-
-
-class ChannelsListResponse(BaseModel):
-    chat: dict[str, list[str]] = Field(default_factory=dict)
-    auth: list[dict[str, Any]] = Field(default_factory=list)
-    usage: dict[str, Any] | None = None
-
-
-class HookInfoResponse(BaseModel):
-    name: str | None = None
-    description: str | None = None
-    source: str | None = None
-    pluginId: str | None = None
-    filePath: str | None = None
-    handlerPath: str | None = None
-    hookKey: str | None = None
-    emoji: str | None = None
-    homepage: str | None = None
-    events: list[str] = Field(default_factory=list)
-    enabledByConfig: bool | None = None
-    loadable: bool | None = None
-    requirementsSatisfied: bool | None = None
-    requirements: dict[str, Any] = Field(default_factory=dict)
-    error: str | None = None
-    raw: str | None = None
-
-
-class HooksCheckResponse(BaseModel):
-    workspace_dir: str = ""
-    managed_hooks_dir: str = ""
-    hooks: list[dict[str, Any]] = Field(default_factory=list)
-    eligible: bool | None = None
-    verbose: bool | None = None
-
-
-class PluginInspectEntry(BaseModel):
-    plugin: dict[str, Any] = Field(default_factory=dict)
-    shape: str | None = None
-    capabilityMode: str | None = None
-    capabilityCount: int = 0
-    capabilities: list[dict[str, Any]] = Field(default_factory=list)
-    typedHooks: list[dict[str, Any]] = Field(default_factory=list)
-    customHooks: list[dict[str, Any]] = Field(default_factory=list)
-    tools: list[dict[str, Any]] = Field(default_factory=list)
-    commands: list[str] = Field(default_factory=list)
-    cliCommands: list[str] = Field(default_factory=list)
-    services: list[str] = Field(default_factory=list)
-    gatewayMethods: list[str] = Field(default_factory=list)
-    mcpServers: list[dict[str, Any]] = Field(default_factory=list)
-    lspServers: list[dict[str, Any]] = Field(default_factory=list)
-    httpRouteCount: int = 0
-    bundleCapabilities: list[str] = Field(default_factory=list)
-
-
-class PluginsInspectResponse(BaseModel):
-    inspect: list[dict[str, Any]] = Field(default_factory=list)
-
-
-class AgentBindingItem(BaseModel):
-    agentId: str
-    match: dict[str, Any]
-    description: str
-
-
-class AgentsBindingsResponse(BaseModel):
-    bindings: list[AgentBindingItem]
-
-
-# ---------------------------------------------------------------------------
-# Routes — use typed model methods and return Pydantic models directly
-# ---------------------------------------------------------------------------
-
-@router.get("/status")
-async def api_openclaw_status(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> OpenClawStatus:
-    """Read `openclaw status --json` and return a typed model."""
-    try:
-        return service.status_model()
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/sessions")
-async def api_openclaw_sessions(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SessionsResponse:
-    """Read `openclaw sessions --json` and return a typed SessionsList."""
-    try:
-        result = service.list_sessions_model()
-        return SessionsResponse(sessions=result.sessions)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/sessions/{session_key:path}/history")
-async def api_openclaw_session_history(
-    session_key: str,
-    limit: int = Query(20, ge=1, le=200),
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SessionHistoryResponse:
-    """Read session history and return a typed SessionHistory."""
-    try:
-        result = service.get_session_history_model(session_key, limit=limit)
-        return SessionHistoryResponse(
-            session_key=result.session_key,
-            session_id=result.session_id,
-            events=result.events,
-            history=result.events,  # alias for compat
-            raw_text=result.raw_text,
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/sessions/{session_key:path}")
-async def api_openclaw_session_detail(
-    session_key: str,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SessionDetailResponse:
-    """Resolve a single session and return it as a typed model."""
-    try:
-        session = service.get_session_model(session_key)
-        return SessionDetailResponse(session=session)
-    except KeyError as exc:
-        raise HTTPException(status_code=404, detail=f"session '{session_key}' not found") from exc
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/cron")
-async def api_openclaw_cron(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> CronResponse:
-    """Read `openclaw cron list --json` and return a typed CronList."""
-    try:
-        result = service.list_cron_jobs_model()
-        return CronResponse(cron=list(result.cron), jobs=list(result.jobs))
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/approvals")
-async def api_openclaw_approvals(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ApprovalsResponse:
-    """Read `openclaw approvals get --json` and return a typed ApprovalsList."""
-    try:
-        result = service.list_approvals_model()
-        return ApprovalsResponse(
-            approvals=list(result.approvals),
-            pending=list(result.pending),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/agents")
-async def api_openclaw_agents(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentsResponse:
-    """Read `openclaw agents list --json` and return a typed AgentsList."""
-    try:
-        result = service.list_agents_model()
-        return AgentsResponse(agents=list(result.agents))
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/agents/presence")
-async def api_openclaw_agents_presence(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> dict[str, Any]:
-    """Read runtime session presence for all agents from session files."""
-    result = service.agents_presence()
-    return result
-
-
-# ---------------------------------------------------------------------------
-# Write agents routes
-# ---------------------------------------------------------------------------
-
-
-class AgentAddResponse(BaseModel):
-    agentId: str
-    name: str
-    workspace: str
-    agentDir: str
-    model: str | None = None
-    bindings: dict[str, Any] = Field(default_factory=dict)
-
-
-class AgentDeleteResponse(BaseModel):
-    agentId: str
-    workspace: str
-    agentDir: str
-    sessionsDir: str
-    removedBindings: list[str] = Field(default_factory=list)
-    removedAllow: list[str] = Field(default_factory=list)
-
-
-class AgentBindResponse(BaseModel):
-    agentId: str
-    added: list[str] = Field(default_factory=list)
-    updated: list[str] = Field(default_factory=list)
-    skipped: list[str] = Field(default_factory=list)
-    conflicts: list[str] = Field(default_factory=list)
-
-
-class AgentUnbindResponse(BaseModel):
-    agentId: str
-    removed: list[str] = Field(default_factory=list)
-    missing: list[str] = Field(default_factory=list)
-    conflicts: list[str] = Field(default_factory=list)
-
-
-class AgentIdentityResponse(BaseModel):
-    agentId: str
-    identity: dict[str, Any] = Field(default_factory=dict)
-    workspace: str | None = None
-    identityFile: str | None = None
-
-
-@router.post("/agents/add")
-async def api_openclaw_agents_add(
-    name: str,
-    *,
-    workspace: str | None = None,
-    model: str | None = None,
-    agent_dir: str | None = None,
-    bind: list[str] | None = None,
-    non_interactive: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentAddResponse:
-    """Run `openclaw agents add <name>` and return JSON result."""
-    try:
-        result = service.agents_add(
-            name,
-            workspace=workspace,
-            model=model,
-            agent_dir=agent_dir,
-            bind=bind,
-            non_interactive=non_interactive,
-        )
-        return AgentAddResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.post("/agents/delete/{id}")
-async def api_openclaw_agents_delete(
-    id: str,
-    force: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentDeleteResponse:
-    """Run `openclaw agents delete <id> [--force]` and return JSON result."""
-    try:
-        result = service.agents_delete(id, force=force)
-        return AgentDeleteResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.post("/agents/bind")
-async def api_openclaw_agents_bind(
-    *,
-    agent: str | None = None,
-    bind: list[str] | None = None,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentBindResponse:
-    """Run `openclaw agents bind [--agent <id>] [--bind <spec>]` and return JSON result."""
-    try:
-        result = service.agents_bind(agent=agent, bind=bind)
-        return AgentBindResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.post("/agents/unbind")
-async def api_openclaw_agents_unbind(
-    *,
-    agent: str | None = None,
-    bind: list[str] | None = None,
-    all: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentUnbindResponse:
-    """Run `openclaw agents unbind [--agent <id>] [--bind <spec>] [--all]` and return JSON result."""
-    try:
-        result = service.agents_unbind(agent=agent, bind=bind, all=all)
-        return AgentUnbindResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.post("/agents/set-identity")
-async def api_openclaw_agents_set_identity(
-    *,
-    agent: str | None = None,
-    workspace: str | None = None,
-    identity_file: str | None = None,
-    name: str | None = None,
-    emoji: str | None = None,
-    theme: str | None = None,
-    avatar: str | None = None,
-    from_identity: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentIdentityResponse:
-    """Run `openclaw agents set-identity` and return JSON result."""
-    try:
-        result = service.agents_set_identity(
-            agent=agent,
-            workspace=workspace,
-            identity_file=identity_file,
-            name=name,
-            emoji=emoji,
-            theme=theme,
-            avatar=avatar,
-            from_identity=from_identity,
-        )
-        return AgentIdentityResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/skills")
-async def api_openclaw_skills(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SkillsResponse:
-    """Read `openclaw skills list --json` and return a typed SkillStatusReport."""
-    try:
-        result = service.list_skills_model()
-        return SkillsResponse(
-            workspace_dir=result.workspace_dir,
-            managed_skills_dir=result.managed_skills_dir,
-            skills=list(result.skills),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/models")
-async def api_openclaw_models(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ModelsResponse:
-    """Read `openclaw models list --json` and return a typed ModelsList."""
-    try:
-        result = service.list_models_model()
-        return ModelsResponse(models=list(result.models))
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/hooks")
-async def api_openclaw_hooks(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> HooksResponse:
-    try:
-        result = service.list_hooks_model()
-        return HooksResponse(
-            workspace_dir=result.workspace_dir,
-            managed_hooks_dir=result.managed_hooks_dir,
-            hooks=list(result.hooks),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/plugins")
-async def api_openclaw_plugins(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> PluginsResponse:
-    try:
-        result = service.list_plugins_model()
-        return PluginsResponse(
-            workspace_dir=result.workspace_dir,
-            plugins=list(result.plugins),
-            diagnostics=list(result.diagnostics),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/secrets-audit")
-async def api_openclaw_secrets_audit(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SecretsAuditResponse:
-    try:
-        result = service.secrets_audit_model()
-        return SecretsAuditResponse(
-            version=result.version,
-            status=result.status,
-            findings=list(result.findings),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/security-audit")
-async def api_openclaw_security_audit(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SecurityAuditResponse2:
-    try:
-        result = service.security_audit_model()
-        return SecurityAuditResponse2(
-            report=result.report.model_dump() if result.report else None,
-            secret_diagnostics=list(result.secret_diagnostics),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/daemon-status")
-async def api_openclaw_daemon_status(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> DaemonStatusResponse:
-    try:
-        result = service.daemon_status_model()
-        return DaemonStatusResponse(
-            service=result.service.model_dump() if result.service else None,
-            port=result.port.model_dump() if result.port else None,
-            rpc=result.rpc.model_dump() if result.rpc else None,
-            health=result.health.model_dump() if result.health else None,
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/pairing")
-async def api_openclaw_pairing(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> PairingListResponse2:
-    try:
-        result = service.pairing_list_model()
-        return PairingListResponse2(
-            channel=result.channel,
-            requests=list(result.requests),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/qr")
-async def api_openclaw_qr(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> QrCodeResponse2:
-    try:
-        result = service.qr_code_model()
-        return QrCodeResponse2(
-            setup_code=result.setup_code,
-            gateway_url=result.gateway_url,
-            auth=result.auth,
-            url_source=result.url_source,
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/update-status")
-async def api_openclaw_update_status(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> UpdateStatusResponse2:
-    try:
-        result = service.update_status_model()
-        return UpdateStatusResponse2(
-            update=result.update.model_dump() if result.update else None,
-            channel=result.channel.model_dump() if result.channel else None,
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/models-aliases")
-async def api_openclaw_models_aliases(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ModelAliasesResponse:
-    try:
-        result = service.list_model_aliases_model()
-        return ModelAliasesResponse(aliases=result.aliases)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/models-fallbacks")
-async def api_openclaw_models_fallbacks(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ModelFallbacksResponse:
-    try:
-        result = service.list_model_fallbacks_model()
-        return ModelFallbacksResponse(
-            key=result.key,
-            label=result.label,
-            items=list(result.items),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/models-image-fallbacks")
-async def api_openclaw_models_image_fallbacks(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ModelFallbacksResponse:
-    try:
-        result = service.list_model_image_fallbacks_model()
-        return ModelFallbacksResponse(
-            key=result.key,
-            label=result.label,
-            items=list(result.items),
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/skill-update")
-async def api_openclaw_skill_update(
-    slug: str | None = None,
-    all: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> SkillUpdateResponse:
-    try:
-        result = service.skill_update_model(slug=slug, all=all)
-        return SkillUpdateResponse(
-            ok=result.ok,
-            slug=result.slug,
-            version=result.version,
-            error=result.error,
-        )
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/models-status")
-async def api_openclaw_models_status(
-    probe: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ModelsStatusResponse:
-    """Read `openclaw models status --json [--probe]` and return a typed dict."""
-    try:
-        result = service.models_status_model(probe=probe)
-        return ModelsStatusResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/channels-status")
-async def api_openclaw_channels_status(
-    probe: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ChannelsStatusResponse:
-    """Read `openclaw channels status --json [--probe]` and return a typed dict."""
-    try:
-        result = service.channels_status_model(probe=probe)
-        return ChannelsStatusResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/channels-list")
-async def api_openclaw_channels_list(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> ChannelsListResponse:
-    """Read `openclaw channels list --json` and return a typed dict."""
-    try:
-        result = service.channels_list_model()
-        return ChannelsListResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/hooks/info/{name}")
-async def api_openclaw_hook_info(
-    name: str,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> HookInfoResponse:
-    """Read `openclaw hooks info <name> --json` and return a typed dict."""
-    try:
-        result = service.hook_info_model(name)
-        return HookInfoResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/hooks/check")
-async def api_openclaw_hooks_check(
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> HooksCheckResponse:
-    """Read `openclaw hooks check --json` and return a typed dict."""
-    try:
-        result = service.hooks_check_model()
-        return HooksCheckResponse.model_validate(result, strict=False)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/plugins-inspect")
-async def api_openclaw_plugins_inspect(
-    plugin_id: str | None = None,
-    all: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> PluginsInspectResponse:
-    """Read `openclaw plugins inspect --json [--all]` and return a typed dict."""
-    try:
-        result = service.plugins_inspect_model(plugin_id=plugin_id, all=all)
-        inspect = result if isinstance(result, list) else result.get("inspect", [])
-        return PluginsInspectResponse(inspect=inspect)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-class AgentBindingItem(BaseModel):
-    agentId: str
-    match: dict[str, Any]
-    description: str
-
-
-class AgentsBindingsResponse(BaseModel):
-    bindings: list[AgentBindingItem]
-
-
-@router.get("/agents-bindings")
-async def api_openclaw_agents_bindings(
-    agent: str | None = None,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> AgentsBindingsResponse:
-    """Read `openclaw agents bindings --json [--agent <id>]` and return bindings list."""
-    try:
-        result = service.agents_bindings_model(agent=agent)
-        bindings = result if isinstance(result, list) else []
-        return AgentsBindingsResponse(bindings=bindings)
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/gateway-status")
-async def api_openclaw_gateway_status(
-    url: str | None = None,
-    token: str | None = None,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> dict[str, Any]:
-    """Read `openclaw gateway status --json [--url <url>] [--token <token>]`. Returns full gateway probe result."""
-    try:
-        result = service.gateway_status(url=url, token=token)
-        return result
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-@router.get("/memory-status")
-async def api_openclaw_memory_status(
-    agent: str | None = None,
-    deep: bool = False,
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> list[dict[str, Any]]:
-    """Read `openclaw memory status --json [--agent <id>] [--deep]`. Returns array of per-agent memory status."""
-    try:
-        result = service.memory_status(agent=agent, deep=deep)
-        return result if isinstance(result, list) else []
-    except OpenClawCliError as exc:
-        _raise_cli_http_error(exc)
-
-
-class WorkspaceFilesResponse(BaseModel):
-    workspace: str
-    files: list[dict[str, Any]]
-    error: str | None = None
-
-
-@router.get("/workspace-files")
-async def api_openclaw_workspace_files(
-    workspace: str = Query(..., description="Path to the agent workspace directory"),
-    service: OpenClawCliService = Depends(get_openclaw_cli_service),
-) -> WorkspaceFilesResponse:
-    """List .md files in an OpenClaw agent workspace with their content previews."""
-    result = service.list_workspace_files(workspace)
-    return WorkspaceFilesResponse.model_validate(result, strict=False)
--- a/backend/api/runtime.py
+++ b/backend/api/runtime.py
@@ -8,7 +8,6 @@ import json
 import logging
 import os
 import signal
-import shutil
 import subprocess
 import sys
 from datetime import datetime
@@ -39,10 +38,9 @@ class RuntimeState:
    """

    _instance: Optional["RuntimeState"] = None
-    _lock: "threading.Lock" = __import__("threading").Lock()
+    _lock: asyncio.Lock = asyncio.Lock()

    def __new__(cls) -> "RuntimeState":
-        with cls._lock:
        if cls._instance is None:
            cls._instance = super().__new__(cls)
            cls._instance._initialized = False
@@ -167,8 +165,6 @@ class RuntimeEventsResponse(BaseModel):

 class LaunchConfig(BaseModel):
    """Configuration for launching a new trading task."""
-    launch_mode: str = Field(default="fresh", description="启动形式: fresh, restore")
-    restore_run_id: Optional[str] = Field(default=None, description="历史任务 run_id，用于恢复启动")
    tickers: List[str] = Field(default_factory=list, description="股票池")
    schedule_mode: str = Field(default="daily", description="调度模式: daily, interval")
    interval_minutes: int = Field(default=60, ge=1, description="间隔分钟数")
@@ -181,6 +177,7 @@ class LaunchConfig(BaseModel):
    start_date: Optional[str] = Field(default=None, description="回测开始日期 YYYY-MM-DD")
    end_date: Optional[str] = Field(default=None, description="回测结束日期 YYYY-MM-DD")
    poll_interval: int = Field(default=10, ge=1, le=300, description="市场数据轮询间隔(秒)")
+    enable_mock: bool = Field(default=False, description="是否启用模拟模式(使用模拟价格数据)")


 class LaunchResponse(BaseModel):
@@ -191,30 +188,11 @@ class LaunchResponse(BaseModel):
    message: str


-class RuntimeHistoryItem(BaseModel):
-    run_id: str
-    run_dir: str
-    updated_at: Optional[str] = None
-    total_trades: int = 0
-    total_asset_value: Optional[float] = None
-    bootstrap: Dict[str, Any] = Field(default_factory=dict)
-
-
-class RuntimeHistoryResponse(BaseModel):
-    runs: List[RuntimeHistoryItem]
-
-
 class StopResponse(BaseModel):
    status: str
    message: str


-class CleanupResponse(BaseModel):
-    status: str
-    kept: int
-    pruned_run_ids: List[str]
-
-
 class GatewayStatusResponse(BaseModel):
    is_running: bool
    port: int
@@ -229,13 +207,6 @@ class RuntimeConfigResponse(BaseModel):
    resolved: Dict[str, Any]


-class RuntimeLogResponse(BaseModel):
-    run_id: Optional[str] = None
-    is_running: bool
-    log_path: Optional[str] = None
-    content: str = ""
-
-
 class UpdateRuntimeConfigRequest(BaseModel):
    schedule_mode: Optional[str] = None
    interval_minutes: Optional[int] = Field(default=None, ge=1)
@@ -256,128 +227,6 @@ def _get_run_dir(run_id: str) -> Path:
    return PROJECT_ROOT / "runs" / run_id


-def _load_run_snapshot(run_id: str) -> Dict[str, Any]:
-    """Load a specific run snapshot by run_id."""
-    snapshot_path = _get_run_dir(run_id) / "state" / "runtime_state.json"
-    if not snapshot_path.exists():
-        raise HTTPException(status_code=404, detail=f"Run snapshot not found: {run_id}")
-    return json.loads(snapshot_path.read_text(encoding="utf-8"))
-
-
-def _copy_path_if_exists(src: Path, dst: Path) -> None:
-    if not src.exists():
-        return
-    if src.is_dir():
-        shutil.copytree(src, dst, dirs_exist_ok=True)
-    else:
-        dst.parent.mkdir(parents=True, exist_ok=True)
-        shutil.copy2(src, dst)
-
-
-def _restore_run_assets(source_run_id: str, target_run_dir: Path) -> None:
-    """Seed a fresh run directory from a historical run snapshot."""
-    source_run_dir = _get_run_dir(source_run_id)
-    if not source_run_dir.exists():
-        raise HTTPException(status_code=404, detail=f"Source run not found: {source_run_id}")
-
-    for relative in [
-        "team_dashboard",
-        "agents",
-        "skills",
-        "memory",
-        "state/server_state.json",
-        "state/runtime.db",
-        "state/research.db",
-    ]:
-        _copy_path_if_exists(source_run_dir / relative, target_run_dir / relative)
-
-
-def _list_runs(limit: int = 50) -> list[RuntimeHistoryItem]:
-    runs_root = PROJECT_ROOT / "runs"
-    if not runs_root.exists():
-        return []
-
-    items: list[RuntimeHistoryItem] = []
-    run_dirs = sorted(
-        [path for path in runs_root.iterdir() if path.is_dir()],
-        key=lambda path: path.stat().st_mtime,
-        reverse=True,
-    )
-
-    for run_dir in run_dirs[: max(1, int(limit))]:
-        run_id = run_dir.name
-        runtime_state_path = run_dir / "state" / "runtime_state.json"
-        summary_path = run_dir / "team_dashboard" / "summary.json"
-
-        bootstrap: Dict[str, Any] = {}
-        updated_at: Optional[str] = None
-        total_trades = 0
-        total_asset_value: Optional[float] = None
-
-        if runtime_state_path.exists():
-            try:
-                snapshot = json.loads(runtime_state_path.read_text(encoding="utf-8"))
-                context = snapshot.get("context") or {}
-                bootstrap = dict(context.get("bootstrap_values") or {})
-                updated_at = snapshot.get("events", [{}])[-1].get("timestamp") if snapshot.get("events") else None
-            except Exception:
-                bootstrap = {}
-
-        if summary_path.exists():
-            try:
-                summary = json.loads(summary_path.read_text(encoding="utf-8"))
-                total_trades = int(summary.get("totalTrades") or 0)
-                total_asset_value = float(summary.get("totalAssetValue")) if summary.get("totalAssetValue") is not None else None
-            except Exception:
-                total_trades = 0
-                total_asset_value = None
-
-        items.append(
-            RuntimeHistoryItem(
-                run_id=run_id,
-                run_dir=str(run_dir),
-                updated_at=updated_at,
-                total_trades=total_trades,
-                total_asset_value=total_asset_value,
-                bootstrap=bootstrap,
-            )
-        )
-
-    return items
-
-
-def _is_timestamped_run_dir(path: Path) -> bool:
-    try:
-        datetime.strptime(path.name, "%Y%m%d_%H%M%S")
-        return True
-    except ValueError:
-        return False
-
-
-def _prune_old_timestamped_runs(*, keep: int = 20, exclude_run_ids: Optional[set[str]] = None) -> list[str]:
-    """Prune old timestamped run directories, preserving the newest N and excluded ids."""
-    exclude = exclude_run_ids or set()
-    runs_root = PROJECT_ROOT / "runs"
-    if not runs_root.exists():
-        return []
-
-    candidates = sorted(
-        [
-            path
-            for path in runs_root.iterdir()
-            if path.is_dir() and _is_timestamped_run_dir(path) and path.name not in exclude
-        ],
-        key=lambda path: path.name,
-        reverse=True,
-    )
-
-    pruned: list[str] = []
-    for path in candidates[max(0, keep):]:
-        shutil.rmtree(path, ignore_errors=True)
-        pruned.append(path.name)
-    return pruned
-
-
 def _find_available_port(start_port: int = 8765, max_port: int = 9000) -> int:
    """Find an available port for Gateway."""
    import socket
@@ -389,21 +238,11 @@ def _find_available_port(start_port: int = 8765, max_port: int = 9000) -> int:


 def _is_gateway_running() -> bool:
-    """Check if Gateway process is running.
-
-    Checks both the internally-managed gateway process and falls back to
-    port availability (for externally-managed gateway processes).
-    """
+    """Check if Gateway process is running."""
    process = _runtime_state.gateway_process
-    if process is not None and process.poll() is None:
-        return True
-    # Fallback: check if the gateway port is in use (for externally started gateway)
-    import socket
-    try:
-        with socket.create_connection(("127.0.0.1", _runtime_state.gateway_port), timeout=1):
-            return True
-    except OSError:
+    if process is None:
        return False
+    return process.poll() is None


 def _stop_gateway() -> bool:
@@ -449,43 +288,41 @@ def _start_gateway_process(
        "--bootstrap", json.dumps(bootstrap)
    ]

-    log_path = run_dir / "logs" / "gateway.log"
-    log_path.parent.mkdir(parents=True, exist_ok=True)
-
-    log_file = log_path.open("ab")
-    try:
+    # Start process
    process = subprocess.Popen(
        cmd,
        env=env,
-            stdout=log_file,
-            stderr=subprocess.STDOUT,
+        stdout=subprocess.PIPE,
+        stderr=subprocess.PIPE,
        cwd=PROJECT_ROOT
    )
-    finally:
-        log_file.close()

    return process


@router.get("/context", response_model=RunContextResponse)
 async def get_run_context() -> RunContextResponse:
-    """Return active runtime context, or latest persisted context when stopped."""
-    snapshot = _get_active_runtime_snapshot() if _is_gateway_running() else _load_latest_runtime_snapshot()
-    context = snapshot.get("context")
-    if context is None:
-        raise HTTPException(status_code=404, detail="Run context is not ready")
+    """Return the current run context from in-memory state (avoids glob race condition)."""
+    manager = _runtime_state.runtime_manager
+    if manager is None or manager.context is None:
+        raise HTTPException(status_code=404, detail="No run context available")

+    context = manager.context
    return RunContextResponse(
-        config_name=context["config_name"],
-        run_dir=context["run_dir"],
-        bootstrap_values=context["bootstrap_values"],
+        config_name=context.config_name,
+        run_dir=str(context.run_dir),
+        bootstrap_values=context.bootstrap_values,
    )


@router.get("/agents", response_model=RuntimeAgentsResponse)
 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()
+    """Return agent states from the in-memory runtime manager (avoids glob race condition)."""
+    manager = _runtime_state.runtime_manager
+    if manager is None:
+        raise HTTPException(status_code=404, detail="No runtime state available")
+
+    snapshot = manager.build_snapshot()
    agents = snapshot.get("agents", [])

    return RuntimeAgentsResponse(
@@ -495,8 +332,12 @@ async def get_runtime_agents() -> RuntimeAgentsResponse:

@router.get("/events", response_model=RuntimeEventsResponse)
 async def get_runtime_events() -> RuntimeEventsResponse:
-    """Return events from the active runtime, or latest persisted run."""
-    snapshot = _get_active_runtime_snapshot() if _is_gateway_running() else _load_latest_runtime_snapshot()
+    """Return events from the in-memory runtime manager (avoids glob race condition)."""
+    manager = _runtime_state.runtime_manager
+    if manager is None:
+        raise HTTPException(status_code=404, detail="No runtime state available")
+
+    snapshot = manager.build_snapshot()
    events = snapshot.get("events", [])

    return RuntimeEventsResponse(
@@ -504,12 +345,6 @@ async def get_runtime_events() -> RuntimeEventsResponse:
    )


-@router.get("/history", response_model=RuntimeHistoryResponse)
-async def get_runtime_history(limit: int = 20) -> RuntimeHistoryResponse:
-    """List recent historical runs for restore/start selection."""
-    return RuntimeHistoryResponse(runs=_list_runs(limit=limit))
-
-
@router.get("/gateway/status", response_model=GatewayStatusResponse)
 async def get_gateway_status() -> GatewayStatusResponse:
    """Get Gateway process status and port."""
@@ -517,10 +352,10 @@ async def get_gateway_status() -> GatewayStatusResponse:
    run_id = None

    if is_running:
-        try:
-            run_id = _get_active_runtime_context().get("config_name")
-        except Exception as e:
-            logger.warning(f"Failed to resolve active runtime context: {e}")
+        # Get run_id from in-memory runtime manager (avoids glob race condition)
+        manager = _runtime_state.runtime_manager
+        if manager is not None and manager.context is not None:
+            run_id = manager.context.config_name

    return GatewayStatusResponse(
        is_running=is_running,
@@ -540,26 +375,6 @@ async def get_gateway_port(request: Request) -> Dict[str, Any]:
    }


-@router.get("/logs", response_model=RuntimeLogResponse)
-async def get_runtime_logs() -> RuntimeLogResponse:
-    """Return current runtime log tail, or the latest run log if runtime is stopped."""
-    try:
-        context = _get_active_runtime_context() if _is_gateway_running() else _get_runtime_context_from_latest_snapshot()
-    except HTTPException:
-        return RuntimeLogResponse(is_running=False, content="")
-
-    run_id = str(context.get("config_name") or "").strip() or None
-    log_path = _get_gateway_log_path_for_run(run_id) if run_id else None
-    content = _read_log_tail(log_path) if log_path else ""
-
-    return RuntimeLogResponse(
-        run_id=run_id,
-        is_running=_is_gateway_running(),
-        log_path=str(log_path) if log_path else None,
-        content=content,
-    )
-
-
 def _build_gateway_ws_url(request: Request, port: int) -> str:
    """Build a proxy-safe Gateway WebSocket URL."""
    forwarded_proto = request.headers.get("x-forwarded-proto", "").split(",")[0].strip()
@@ -574,8 +389,28 @@ def _build_gateway_ws_url(request: Request, port: int) -> str:
    return f"{ws_scheme}://{host}:{port}"


-def _load_latest_runtime_snapshot() -> Dict[str, Any]:
-    """Load the latest persisted runtime snapshot."""
+def _get_current_runtime_context() -> Dict[str, Any]:
+    """Return the active runtime context from the in-memory manager (avoids glob race condition).
+
+    Falls back to file-based lookup only when the in-memory manager is not available
+    (e.g., after a service restart). File-based lookup is deprecated and exists
+    only for backward compatibility.
+    """
+    if not _is_gateway_running():
+        raise HTTPException(status_code=404, detail="No runtime is currently running")
+
+    # Primary: use in-memory manager (always correct for current process)
+    manager = _runtime_state.runtime_manager
+    if manager is not None and manager.context is not None:
+        ctx = manager.context
+        return {
+            "config_name": ctx.config_name,
+            "run_dir": str(ctx.run_dir),
+            "bootstrap_values": ctx.bootstrap_values,
+        }
+
+    # Deprecated fallback: scan filesystem (only for backward compatibility
+    # after service restart without a restart of the runtime itself)
    snapshots = sorted(
        PROJECT_ROOT.glob("runs/*/state/runtime_state.json"),
        key=lambda p: p.stat().st_mtime,
@@ -583,62 +418,13 @@ def _load_latest_runtime_snapshot() -> Dict[str, Any]:
    )
    if not snapshots:
        raise HTTPException(status_code=404, detail="No runtime information available")
-    return json.loads(snapshots[0].read_text(encoding="utf-8"))
-
-
-def _get_active_runtime_snapshot() -> Dict[str, Any]:
-    """Return the active runtime snapshot, preferring in-memory manager state."""
-    if not _is_gateway_running():
-        raise HTTPException(status_code=404, detail="No runtime is currently running")
-
-    manager = _runtime_state.runtime_manager
-    if manager is not None and hasattr(manager, "build_snapshot"):
-        snapshot = manager.build_snapshot()
-        context = snapshot.get("context") or {}
-        if context.get("config_name"):
-            return snapshot
-
-    return _load_latest_runtime_snapshot()
-
-
-def _get_runtime_context_from_latest_snapshot() -> Dict[str, Any]:
-    """Return the latest persisted runtime context regardless of active process state."""
-    latest = _load_latest_runtime_snapshot()
+    latest = json.loads(snapshots[0].read_text(encoding="utf-8"))
    context = latest.get("context") or {}
    if not context.get("config_name"):
        raise HTTPException(status_code=404, detail="No runtime context available")
    return context


-def _get_gateway_log_path_for_run(run_id: str) -> Path:
-    return _get_run_dir(run_id) / "logs" / "gateway.log"
-
-
-def _read_log_tail(path: Path, max_chars: int = 120_000) -> str:
-    if not path.exists() or not path.is_file():
-        return ""
-    text = path.read_text(encoding="utf-8", errors="replace")
-    if len(text) <= max_chars:
-        return text
-    return text[-max_chars:]
-
-
-def _get_current_runtime_context() -> Dict[str, Any]:
-    """Return the active runtime context from the latest snapshot."""
-    if not _is_gateway_running():
-        raise HTTPException(status_code=404, detail="No runtime is currently running")
-    snapshot = _get_active_runtime_snapshot()
-    context = snapshot.get("context") or {}
-    if not context.get("config_name"):
-        raise HTTPException(status_code=404, detail="No runtime context available")
-    return context
-
-
-def _get_active_runtime_context() -> Dict[str, Any]:
-    """Return the active runtime context, preferring in-memory runtime manager state."""
-    return _get_current_runtime_context()
-
-
 def _resolve_runtime_response(run_id: str) -> RuntimeConfigResponse:
    """Build a normalized runtime config response for the active run."""
    context = _get_current_runtime_context()
@@ -729,30 +515,12 @@ async def start_runtime(
        _stop_gateway()
        await asyncio.sleep(1)  # Wait for port release

-    launch_mode = str(config.launch_mode or "fresh").strip().lower()
-    if launch_mode not in {"fresh", "restore"}:
-        raise HTTPException(status_code=400, detail="launch_mode must be 'fresh' or 'restore'")
-
-    # 2. Resolve run ID, directory, and bootstrap
-    if launch_mode == "restore":
-        restore_run_id = str(config.restore_run_id or "").strip()
-        if not restore_run_id:
-            raise HTTPException(status_code=400, detail="restore_run_id is required when launch_mode=restore")
-        snapshot = _load_run_snapshot(restore_run_id)
-        context = snapshot.get("context") or {}
-        if not context.get("config_name"):
-            raise HTTPException(status_code=404, detail=f"Run context not found: {restore_run_id}")
-        run_id = restore_run_id
-        run_dir = _get_run_dir(run_id)
-        bootstrap = dict(context.get("bootstrap_values") or {})
-        bootstrap["launch_mode"] = "restore"
-        bootstrap["restore_run_id"] = restore_run_id
-    else:
+    # 2. Generate run ID and directory
    run_id = _generate_run_id()
    run_dir = _get_run_dir(run_id)
+
+    # 3. Prepare bootstrap config
    bootstrap = {
-            "launch_mode": "fresh",
-            "restore_run_id": None,
        "tickers": config.tickers,
        "schedule_mode": config.schedule_mode,
        "interval_minutes": config.interval_minutes,
@@ -765,16 +533,9 @@ async def start_runtime(
        "start_date": config.start_date,
        "end_date": config.end_date,
        "poll_interval": config.poll_interval,
+        "enable_mock": config.enable_mock,
    }

-    retention_keep = max(1, int(os.getenv("RUNS_RETENTION_COUNT", "20") or "20"))
-    pruned_run_ids = _prune_old_timestamped_runs(
-        keep=retention_keep,
-        exclude_run_ids={run_id},
-    )
-    if pruned_run_ids:
-        logger.info("Pruned old run directories: %s", ", ".join(pruned_run_ids))
-
    # 4. Create runtime manager
    manager = TradingRuntimeManager(
        config_name=run_id,
@@ -804,12 +565,11 @@ async def start_runtime(
        await asyncio.sleep(2)

        if not _is_gateway_running():
+            stdout, stderr = process.communicate(timeout=1)
            _runtime_state.gateway_process = None
-            log_path = _get_gateway_log_path_for_run(run_id)
-            log_tail = _read_log_tail(log_path, max_chars=4000)
            raise HTTPException(
                status_code=500,
-                detail=f"Gateway failed to start: {log_tail or 'Unknown error'}"
+                detail=f"Gateway failed to start: {stderr.decode() if stderr else 'Unknown error'}"
            )

    except Exception as e:
@@ -875,25 +635,6 @@ async def stop_runtime(force: bool = True) -> StopResponse:
    )


-@router.post("/cleanup", response_model=CleanupResponse)
-async def cleanup_old_runs(keep: int = 20) -> CleanupResponse:
-    """Prune old timestamped run directories while preserving named runs."""
-    keep_count = max(1, int(keep))
-    exclude: set[str] = set()
-
-    if _is_gateway_running():
-        try:
-            active_context = _get_active_runtime_context()
-            active_run_id = str(active_context.get("config_name") or "").strip()
-            if active_run_id:
-                exclude.add(active_run_id)
-        except HTTPException:
-            pass
-
-    pruned = _prune_old_timestamped_runs(keep=keep_count, exclude_run_ids=exclude)
-    return CleanupResponse(status="ok", kept=keep_count, pruned_run_ids=pruned)
-
-
@router.post("/restart")
 async def restart_runtime(
    config: LaunchConfig,
@@ -920,7 +661,8 @@ async def get_current_runtime():
    if not _is_gateway_running():
        raise HTTPException(status_code=404, detail="No runtime is currently running")

-    context = _get_active_runtime_context()
+    # Get context from in-memory manager (avoids glob race condition)
+    context = _get_current_runtime_context()

    return {
        "run_id": context.get("config_name"),
--- a/backend/apps/init.py
+++ b/backend/apps/init.py
@@ -5,13 +5,10 @@ from .agent_service import app as agent_app
 from .agent_service import create_app as create_agent_app
 from .news_service import app as news_app
 from .news_service import create_app as create_news_app
-from .openclaw_service import app as openclaw_app
-from .openclaw_service import create_app as create_openclaw_app
 from .runtime_service import app as runtime_app
 from .runtime_service import create_app as create_runtime_app
 from .trading_service import app as trading_app
 from .trading_service import create_app as create_trading_app
-from .cors import add_cors_middleware, get_cors_origins

 app = agent_app
 create_app = create_agent_app
@@ -23,12 +20,8 @@ __all__ = [
    "create_agent_app",
    "news_app",
    "create_news_app",
-    "openclaw_app",
-    "create_openclaw_app",
    "runtime_app",
    "create_runtime_app",
    "trading_app",
    "create_trading_app",
-    "add_cors_middleware",
-    "get_cors_origins",
 ]
--- a/backend/apps/agent_service.py
+++ b/backend/apps/agent_service.py
@@ -8,11 +8,11 @@ from pathlib import Path
 from typing import AsyncGenerator

 from fastapi import FastAPI
-
-from backend.apps.cors import add_cors_middleware
+from fastapi.middleware.cors import CORSMiddleware

 from backend.api import agents_router, guard_router, workspaces_router
 from backend.agents import AgentFactory, WorkspaceManager, get_registry
+from backend.config.env_config import get_cors_origins

 # Global instances (initialized on startup)
 agent_factory: AgentFactory | None = None
@@ -33,22 +33,28 @@ def create_app(project_root: Path | None = None) -> FastAPI:
        agent_factory.workspaces_root.mkdir(parents=True, exist_ok=True)

        registry = get_registry()
-        print("✓ 大时代 API started")
+        print("✓ EvoTraders API started")
        print(f"  - Workspaces root: {agent_factory.workspaces_root}")
        print(f"  - Registered agents: {registry.get_agent_count()}")

        yield

-        print("✓ 大时代 API shutting down")
+        print("✓ EvoTraders API shutting down")

    app = FastAPI(
-        title="大时代 Agent Service",
-        description="REST API for the 大时代 multi-agent control plane",
+        title="EvoTraders Agent Service",
+        description="REST API for the EvoTraders multi-agent control plane",
        version="0.1.0",
        lifespan=lifespan,
    )

-    add_cors_middleware(app)
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=get_cors_origins(),
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )

    @app.get("/health")
    async def health_check() -> dict[str, object]:
--- a/backend/apps/cors.py
+++ b/backend/apps/cors.py
@@ -1,30 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Shared CORS configuration for all microservice apps."""
-
-import os
-from typing import Sequence
-
-from fastapi.middleware.cors import CORSMiddleware
-
-
-def get_cors_origins() -> Sequence[str]:
-    """Get allowed CORS origins from environment variable.
-
-    Defaults to ["*"] for backward compatibility.
-    Set CORS_ALLOWED_ORIGINS env var (comma-separated) in production.
-    """
-    origins = os.getenv("CORS_ALLOWED_ORIGINS", "").strip()
-    if not origins:
-        return ["*"]
-    return [o.strip() for o in origins.split(",") if o.strip()]
-
-
-def add_cors_middleware(app: "FastAPI") -> None:
-    """Add CORS middleware to app with environment-configured origins."""
-    app.add_middleware(
-        CORSMiddleware,
-        allow_origins=get_cors_origins(),
-        allow_credentials=True,
-        allow_methods=["*"],
-        allow_headers=["*"],
-    )
--- a/backend/apps/news_service.py
+++ b/backend/apps/news_service.py
@@ -6,26 +6,33 @@ from __future__ import annotations
 from typing import Any

 from fastapi import Depends, FastAPI, Query
-from backend.apps.cors import add_cors_middleware
+from fastapi.middleware.cors import CORSMiddleware

 from backend.data.market_store import MarketStore
 from backend.domains import news as news_domain
+from backend.config.env_config import get_cors_origins


 def get_market_store() -> MarketStore:
-    """Get the MarketStore singleton dependency."""
-    return MarketStore.get_instance()
+    """Create a market store dependency."""
+    return MarketStore()


 def create_app() -> FastAPI:
    """Create the news/explain service app."""
    app = FastAPI(
-        title="大时代 News Service",
+        title="EvoTraders News Service",
        description="Read-only news enrichment and explain service surface extracted from the monolith",
        version="0.1.0",
    )

-    add_cors_middleware(app)
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=get_cors_origins(),
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )

    @app.get("/health")
    async def health_check() -> dict[str, str]:
@@ -45,7 +52,6 @@ def create_app() -> FastAPI:
            start_date=start_date,
            end_date=end_date,
            limit=limit,
-            refresh_if_stale=False,
        )

    @app.get("/api/news-for-date")
@@ -60,7 +66,6 @@ def create_app() -> FastAPI:
            ticker=ticker,
            date=date,
            limit=limit,
-            refresh_if_stale=False,
        )

    @app.get("/api/news-timeline")
@@ -75,7 +80,6 @@ def create_app() -> FastAPI:
            ticker=ticker,
            start_date=start_date,
            end_date=end_date,
-            refresh_if_stale=False,
        )

    @app.get("/api/categories")
@@ -92,7 +96,6 @@ def create_app() -> FastAPI:
            start_date=start_date,
            end_date=end_date,
            limit=limit,
-            refresh_if_stale=False,
        )

    @app.get("/api/similar-days")
@@ -107,7 +110,6 @@ def create_app() -> FastAPI:
            ticker=ticker,
            date=date,
            n_similar=n_similar,
-            refresh_if_stale=False,
        )

    @app.get("/api/stories/{ticker}")
@@ -120,7 +122,6 @@ def create_app() -> FastAPI:
            store,
            ticker=ticker,
            as_of_date=as_of_date,
-            refresh_if_stale=False,
        )

    @app.get("/api/range-explain")
@@ -139,7 +140,6 @@ def create_app() -> FastAPI:
            end_date=end_date,
            article_ids=article_ids,
            limit=limit,
-            refresh_if_stale=False,
        )

    return app
--- a/backend/apps/openclaw_service.py
+++ b/backend/apps/openclaw_service.py
@@ -1,49 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Read-only OpenClaw CLI FastAPI surface."""
-
-from __future__ import annotations
-
-from fastapi import Depends, FastAPI
-
-from backend.api import openclaw_router
-from backend.apps.cors import add_cors_middleware
-from backend.api.openclaw import get_openclaw_cli_service
-
-
-def create_app() -> FastAPI:
-    """Create the OpenClaw service app."""
-    app = FastAPI(
-        title="大时代 OpenClaw Service",
-        description="Read-only OpenClaw CLI integration service surface",
-        version="0.1.0",
-    )
-
-    add_cors_middleware(app)
-
-    @app.get("/health")
-    async def health_check(
-        service=Depends(get_openclaw_cli_service),
-    ) -> dict[str, object]:
-        return service.health()
-
-    @app.get("/api/status")
-    async def api_status(
-        service=Depends(get_openclaw_cli_service),
-    ) -> dict[str, object]:
-        return {
-            "status": "operational",
-            "service": "openclaw-service",
-            "openclaw": service.health(),
-        }
-
-    app.include_router(openclaw_router)
-    return app
-
-
-app = create_app()
-
-
-if __name__ == "__main__":
-    import uvicorn
-
-    uvicorn.run(app, host="0.0.0.0", port=8004)
--- a/backend/apps/runtime_service.py
+++ b/backend/apps/runtime_service.py
@@ -4,21 +4,28 @@
 from __future__ import annotations

 from fastapi import FastAPI
+from fastapi.middleware.cors import CORSMiddleware

 from backend.api import runtime_router
 from backend.api.runtime import get_runtime_state
-from backend.apps.cors import add_cors_middleware
+from backend.config.env_config import get_cors_origins


 def create_app() -> FastAPI:
    """Create the runtime service app."""
    app = FastAPI(
-        title="大时代 Runtime Service",
+        title="EvoTraders Runtime Service",
        description="Runtime lifecycle and gateway service surface extracted from the monolith",
        version="0.1.0",
    )

-    add_cors_middleware(app)
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=get_cors_origins(),
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )

    @app.get("/health")
    async def health_check() -> dict[str, object]:
--- a/backend/apps/trading_service.py
+++ b/backend/apps/trading_service.py
@@ -6,9 +6,18 @@ from __future__ import annotations
 from typing import Any

 from fastapi import FastAPI, Query
-from backend.apps.cors import add_cors_middleware
+from fastapi.middleware.cors import CORSMiddleware

-from backend.domains import trading as trading_domain
+from backend.config.env_config import get_cors_origins
+from backend.services.market import MarketService
+from backend.tools.data_tools import (
+    get_company_news,
+    get_financial_metrics,
+    get_insider_trades,
+    get_market_cap,
+    get_prices,
+    search_line_items,
+)
 from shared.schema import (
    CompanyNewsResponse,
    FinancialMetricsResponse,
@@ -21,12 +30,18 @@ from shared.schema import (
 def create_app() -> FastAPI:
    """Create the trading data service app."""
    app = FastAPI(
-        title="大时代 Trading Service",
+        title="EvoTraders Trading Service",
        description="Read-only trading data service surface extracted from the monolith",
        version="0.1.0",
    )

-    add_cors_middleware(app)
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=get_cors_origins(),
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )

    @app.get("/health")
    async def health_check() -> dict[str, str]:
@@ -39,12 +54,8 @@ def create_app() -> FastAPI:
        start_date: str = Query(...),
        end_date: str = Query(...),
    ) -> PriceResponse:
-        payload = trading_domain.get_prices_payload(
-            ticker=ticker,
-            start_date=start_date,
-            end_date=end_date,
-        )
-        return PriceResponse(ticker=payload["ticker"], prices=payload["prices"])
+        prices = get_prices(ticker=ticker, start_date=start_date, end_date=end_date)
+        return PriceResponse(ticker=ticker, prices=prices)

    @app.get("/api/financials", response_model=FinancialMetricsResponse)
    async def api_get_financials(
@@ -53,13 +64,13 @@ def create_app() -> FastAPI:
        period: str = Query("ttm"),
        limit: int = Query(10, ge=1, le=100),
    ) -> FinancialMetricsResponse:
-        payload = trading_domain.get_financials_payload(
+        metrics = get_financial_metrics(
            ticker=ticker,
            end_date=end_date,
            period=period,
            limit=limit,
        )
-        return FinancialMetricsResponse(financial_metrics=payload["financial_metrics"])
+        return FinancialMetricsResponse(financial_metrics=metrics)

    @app.get("/api/news", response_model=CompanyNewsResponse)
    async def api_get_news(
@@ -68,13 +79,13 @@ def create_app() -> FastAPI:
        start_date: str | None = Query(None),
        limit: int = Query(1000, ge=1, le=5000),
    ) -> CompanyNewsResponse:
-        payload = trading_domain.get_news_payload(
+        news = get_company_news(
            ticker=ticker,
            end_date=end_date,
            start_date=start_date,
            limit=limit,
        )
-        return CompanyNewsResponse(news=payload["news"])
+        return CompanyNewsResponse(news=news)

    @app.get("/api/insider-trades", response_model=InsiderTradeResponse)
    async def api_get_insider_trades(
@@ -83,18 +94,19 @@ def create_app() -> FastAPI:
        start_date: str | None = Query(None),
        limit: int = Query(1000, ge=1, le=5000),
    ) -> InsiderTradeResponse:
-        payload = trading_domain.get_insider_trades_payload(
+        trades = get_insider_trades(
            ticker=ticker,
            end_date=end_date,
            start_date=start_date,
            limit=limit,
        )
-        return InsiderTradeResponse(insider_trades=payload["insider_trades"])
+        return InsiderTradeResponse(insider_trades=trades)

    @app.get("/api/market/status")
    async 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()
+        service = MarketService(tickers=[])
+        return service.get_market_status()

    @app.get("/api/market-cap")
    async def api_get_market_cap(
@@ -102,10 +114,12 @@ def create_app() -> FastAPI:
        end_date: str = Query(...),
    ) -> dict[str, Any]:
        """Return market cap for one ticker/date."""
-        return trading_domain.get_market_cap_payload(
-            ticker=ticker,
-            end_date=end_date,
-        )
+        market_cap = get_market_cap(ticker=ticker, end_date=end_date)
+        return {
+            "ticker": ticker,
+            "end_date": end_date,
+            "market_cap": market_cap,
+        }

    @app.get("/api/line-items", response_model=LineItemResponse)
    async def api_get_line_items(
@@ -115,14 +129,14 @@ def create_app() -> FastAPI:
        period: str = Query("ttm"),
        limit: int = Query(10, ge=1, le=100),
    ) -> LineItemResponse:
-        payload = trading_domain.get_line_items_payload(
+        items = search_line_items(
            ticker=ticker,
            line_items=line_items,
            end_date=end_date,
            period=period,
            limit=limit,
        )
-        return LineItemResponse(search_results=payload["search_results"])
+        return LineItemResponse(search_results=items)

    return app

--- a/backend/cli.py
+++ b/backend/cli.py
@@ -1,7 +1,7 @@
 #!/usr/bin/env python3
 # -*- coding: utf-8 -*-
 """
-大时代 CLI - Command-line interface for the 大时代 trading system.
+EvoTraders CLI - Command-line interface for the EvoTraders trading system.

 This module provides easy-to-use commands for running backtest, live trading,
 and frontend development server.
@@ -44,7 +44,7 @@ from backend.enrich.news_enricher import enrich_symbols

 app = typer.Typer(
    name="evotraders",
-    help="大时代：自进化多智能体交易系统",
+    help="EvoTraders: A self-evolving multi-agent trading system",
    add_completion=False,
 )
 ingest_app = typer.Typer(help="Ingest Polygon market data into the research warehouse.")
@@ -919,7 +919,7 @@ def backtest(
    """
    console.print(
        Panel.fit(
-            "[bold cyan]大时代 Backtest Mode[/bold cyan]",
+            "[bold cyan]EvoTraders Backtest Mode[/bold cyan]",
            border_style="cyan",
        ),
    )
@@ -1019,6 +1019,11 @@ def backtest(

@app.command()
 def live(
+    mock: bool = typer.Option(
+        False,
+        "--mock",
+        help="Use mock mode with simulated prices (for testing)",
+    ),
    config_name: str = typer.Option(
        "live",
        "--config-name",
@@ -1073,6 +1078,7 @@ def live(

    Example:
        evotraders live                    # Run immediately (default)
+        evotraders live --mock             # Mock mode
        evotraders live -t 22:30           # Run at 22:30 local time daily
        evotraders live --schedule-mode intraday --interval-minutes 60
        evotraders live --trigger-time now # Run immediately
@@ -1080,14 +1086,16 @@ def live(
    """
    schedule_mode = str(_normalize_typer_value(schedule_mode, "daily"))
    interval_minutes = int(_normalize_typer_value(interval_minutes, 60))
+    mode_name = "MOCK" if mock else "LIVE"
    console.print(
        Panel.fit(
-            "[bold cyan]大时代 LIVE Mode[/bold cyan]",
+            f"[bold cyan]EvoTraders {mode_name} Mode[/bold cyan]",
            border_style="cyan",
        ),
    )

    # Check for required API key in live mode
+    if not mock:
        env_file = get_project_root() / ".env"
        if not env_file.exists():
            console.print("\n[yellow]Warning: .env file not found[/yellow]")
@@ -1160,6 +1168,9 @@ def live(

    # Display configuration
    console.print("\n[bold]Configuration:[/bold]")
+    if mock:
+        console.print("   Mode: [yellow]MOCK[/yellow] (Simulated prices)")
+    else:
        console.print(
            "   Mode: [green]LIVE[/green] (Real-time prices via Finnhub)",
        )
@@ -1177,7 +1188,8 @@ def live(
    project_root = get_project_root()
    os.chdir(project_root)

-    # Data update
+    # Data update (if not mock mode)
+    if not mock:
        run_data_updater(project_root)
        auto_update_market_store(
            config_name,
@@ -1188,6 +1200,10 @@ def live(
            end_date=nyse_now.date().isoformat(),
            force=False,
        )
+    else:
+        console.print(
+            "\n[dim]Mock mode enabled - skipping data update[/dim]\n",
+        )

    # Build command using backend.main
    cmd = [
@@ -1213,6 +1229,8 @@ def live(
        str(interval_minutes),
    ]

+    if mock:
+        cmd.append("--mock")
    if enable_memory:
        cmd.append("--enable-memory")

@@ -1251,7 +1269,7 @@ def frontend(
    """
    console.print(
        Panel.fit(
-            "[bold cyan]大时代 Frontend[/bold cyan]",
+            "[bold cyan]EvoTraders Frontend[/bold cyan]",
            border_style="cyan",
        ),
    )
@@ -1319,16 +1337,16 @@ def frontend(

@app.command()
 def version():
-    """Show the version of 大时代."""
+    """Show the version of EvoTraders."""
    console.print(
-        "\n[bold cyan]大时代[/bold cyan] version [green]0.1.0[/green]\n",
+        "\n[bold cyan]EvoTraders[/bold cyan] version [green]0.1.0[/green]\n",
    )


@app.callback()
 def main():
    """
-    大时代：自进化多智能体交易系统
+    EvoTraders: A self-evolving multi-agent trading system

    Use 'evotraders --help' to see available commands.
    """
--- a/backend/config/bootstrap_config.py
+++ b/backend/config/bootstrap_config.py
@@ -4,22 +4,6 @@
 from dataclasses import dataclass, field
 from pathlib import Path
 from typing import Any, Dict
-
-
-DEFAULT_TICKERS = [
-    "AAPL",
-    "MSFT",
-    "GOOGL",
-    "AMZN",
-    "NVDA",
-    "META",
-    "TSLA",
-    "AMD",
-    "NFLX",
-    "AVGO",
-    "PLTR",
-    "COIN",
-]
 import re

 import yaml
@@ -143,7 +127,7 @@ def resolve_runtime_config(
    bootstrap = get_bootstrap_config_for_run(project_root, config_name)
    return {
        "tickers": bootstrap.get("tickers")
-        or get_env_list("TICKERS", DEFAULT_TICKERS),
+        or get_env_list("TICKERS", ["AAPL", "MSFT"]),
        "initial_cash": float(
            bootstrap.get(
                "initial_cash",
--- a/backend/config/data_config.py
+++ b/backend/config/data_config.py
@@ -76,19 +76,27 @@ def _resolve_config() -> DataSourceConfig:
    """
    Resolve data source configuration based on available API keys.

-    The effective source should always match the first item in the resolved
-    ordered source list.
+    Priority:
+    1. FINNHUB_API_KEY (if set)
+    2. FINANCIAL_DATASETS_API_KEY (if set)
+    3. Raises error if neither is available
    """
    sources = _ordered_sources()
-    source = sources[0] if sources else "local_csv"
-
-    api_key = ""
-    if source == "finnhub":
-        api_key = os.getenv("FINNHUB_API_KEY", "").strip()
-    elif source == "financial_datasets":
-        api_key = os.getenv("FINANCIAL_DATASETS_API_KEY", "").strip()
-
-    return DataSourceConfig(source=source, api_key=api_key, sources=sources)
+    if "finnhub" in sources:
+        return DataSourceConfig(
+            source="finnhub",
+            api_key=os.getenv("FINNHUB_API_KEY", "").strip(),
+            sources=sources,
+        )
+    if "financial_datasets" in sources:
+        return DataSourceConfig(
+            source="financial_datasets",
+            api_key=os.getenv("FINANCIAL_DATASETS_API_KEY", "").strip(),
+            sources=sources,
+        )
+    if "yfinance" in sources:
+        return DataSourceConfig(source="yfinance", api_key="", sources=sources)
+    return DataSourceConfig(source="local_csv", api_key="", sources=sources)


 def get_config() -> DataSourceConfig:
--- a/backend/config/env_config.py
+++ b/backend/config/env_config.py
@@ -3,6 +3,7 @@
 """Environment config helpers with light validation and normalization."""

 import os
+import warnings
 from dataclasses import dataclass
 from typing import Optional

@@ -16,6 +17,36 @@ PROVIDER_ALIASES = {
    "vertexai": "GEMINI",
 }

+# Default dev CORS origins (localhost variants used by common dev servers)
+_LOCALHOST_ORIGINS = [
+    "http://localhost:5173",
+    "http://localhost:3000",
+    "http://localhost:8000",
+    "http://127.0.0.1:5173",
+    "http://127.0.0.1:3000",
+    "http://127.0.0.1:8000",
+]
+
+
+def get_cors_origins() -> list[str]:
+    """Get CORS allowed origins from environment.
+
+    Reads CORS_ALLOWED_ORIGINS env var (comma-separated).
+    Falls back to localhost dev origins if not set.
+    Warns if "*" is configured (only acceptable for local dev).
+    """
+    origins = get_env_list("CORS_ALLOWED_ORIGINS", default=[])
+    if origins:
+        if "*" in origins:
+            warnings.warn(
+                "CORS_ALLOWED_ORIGINS contains '*' — this allows any origin. "
+                "Only use in local development, never in production.",
+                UserWarning,
+            )
+        return origins
+    # Fallback: local dev only
+    return _LOCALHOST_ORIGINS
+

@dataclass(frozen=True)
 class AgentModelConfig:
--- a/backend/core/pipeline.py
+++ b/backend/core/pipeline.py
@@ -18,6 +18,7 @@ from agentscope.message import Msg
 from agentscope.pipeline import MsgHub

 from backend.utils.settlement import SettlementCoordinator
+from backend.utils.terminal_dashboard import get_dashboard
 from backend.core.state_sync import StateSync
 from backend.utils.trade_executor import PortfolioTradeExecutor
 from backend.runtime.manager import TradingRuntimeManager
@@ -47,8 +48,12 @@ except ImportError:
 logger = logging.getLogger(__name__)


-def _log(msg: str) -> None:
-    """Helper function for pipeline logging."""
+def _log(msg: str):
+    """Log to dashboard if available, otherwise to logger"""
+    dashboard = get_dashboard()
+    if dashboard.live:
+        dashboard.log(msg)
+    else:
        logger.info(msg)


@@ -66,7 +71,7 @@ class TradingPipeline:

    Real-time updates via StateSync after each agent completes.

-    Supports both legacy agent lists and run-scoped agent loading.
+    Supports both legacy agent lists and new workspace-based agent loading.
    """

    def __init__(
@@ -1620,13 +1625,14 @@ class TradingPipeline:
        project_root = Path(__file__).resolve().parents[2]
        personas = get_prompt_loader().load_yaml_config("analyst", "personas")
        persona = personas.get(analyst_type, {})
-        workspace_manager = WorkspaceManager(project_root=project_root)
-        workspace_manager.ensure_agent_assets(
+        WorkspaceManager(project_root=project_root).ensure_agent_assets(
            config_name=config_name,
            agent_id=agent_id,
-            file_contents=workspace_manager.build_default_agent_files(
-                agent_id=agent_id,
-                persona=persona,
+            role_seed=persona.get("description", "").strip(),
+            style_seed="\n".join(f"- {item}" for item in persona.get("focus", [])),
+            policy_seed=(
+                "State a clear signal, confidence, and the conditions "
+                "that would invalidate the thesis."
            ),
        )

--- a/backend/core/pipeline_runner.py
+++ b/backend/core/pipeline_runner.py
@@ -232,7 +232,7 @@ async def run_pipeline(

    try:
        # Extract config values
-        tickers = bootstrap.get("tickers", ["AAPL", "MSFT", "GOOGL", "AMZN", "NVDA", "META", "TSLA", "AMD", "NFLX", "AVGO", "PLTR", "COIN"])
+        tickers = bootstrap.get("tickers", ["AAPL", "MSFT"])
        initial_cash = float(bootstrap.get("initial_cash", 100000.0))
        margin_requirement = float(bootstrap.get("margin_requirement", 0.0))
        max_comm_cycles = int(bootstrap.get("max_comm_cycles", 2))
@@ -244,8 +244,10 @@ async def run_pipeline(
        start_date = bootstrap.get("start_date")
        end_date = bootstrap.get("end_date")
        enable_memory = bootstrap.get("enable_memory", False)
+        enable_mock = bootstrap.get("enable_mock", False)

        is_backtest = mode == "backtest"
+        is_mock = enable_mock or mode == "mock" or (not is_backtest and os.getenv("MOCK_MODE", "false").lower() == "true")

        # ======================================================================
        # PHASE 0: Initialize runtime manager
@@ -264,6 +266,10 @@ async def run_pipeline(

        set_global_runtime_manager(runtime_manager)

+        # Register runtime manager with API
+        from backend.api.runtime import register_runtime_manager
+        register_runtime_manager(runtime_manager)
+
        # ======================================================================
        # PHASE 1 & 2: Create infrastructure services (Market, Storage)
        # These will be started by Gateway in the correct order
@@ -286,8 +292,9 @@ async def run_pipeline(
        market_service = MarketService(
            tickers=tickers,
            poll_interval=10,
+            mock_mode=is_mock and not is_backtest,
            backtest_mode=is_backtest,
-            api_key=os.getenv("FINNHUB_API_KEY") if not is_backtest else None,
+            api_key=os.getenv("FINNHUB_API_KEY") if not is_mock and not is_backtest else None,
            backtest_start_date=start_date if is_backtest else None,
            backtest_end_date=end_date if is_backtest else None,
        )
@@ -384,6 +391,7 @@ async def run_pipeline(
            scheduler_callback=scheduler_callback,
            config={
                "mode": mode,
+                "mock_mode": is_mock,
                "backtest_mode": is_backtest,
                "tickers": tickers,
                "config_name": run_id,
--- a/backend/core/state_sync.py
+++ b/backend/core/state_sync.py
@@ -465,6 +465,7 @@ class StateSync:

        payload = {
            "server_mode": self._state.get("server_mode", "live"),
+            "is_mock_mode": self._state.get("is_mock_mode", False),
            "is_backtest": self._state.get("is_backtest", False),
            "tickers": self._state.get("tickers"),
            "runtime_config": self._state.get("runtime_config"),
@@ -487,13 +488,12 @@ class StateSync:
        }

        if include_dashboard:
-            dashboard_snapshot = self.storage.build_dashboard_snapshot_from_state(self._state)
            payload["dashboard"] = {
-                "summary": dashboard_snapshot.get("summary"),
-                "holdings": dashboard_snapshot.get("holdings"),
-                "stats": dashboard_snapshot.get("stats"),
-                "trades": dashboard_snapshot.get("trades"),
-                "leaderboard": dashboard_snapshot.get("leaderboard"),
+                "summary": self.storage.load_file("summary"),
+                "holdings": self.storage.load_file("holdings"),
+                "stats": self.storage.load_file("stats"),
+                "trades": self.storage.load_file("trades"),
+                "leaderboard": self.storage.load_file("leaderboard"),
            }

        return payload
--- a/backend/data/init.py
+++ b/backend/data/init.py
@@ -1,5 +1,6 @@
 # -*- coding: utf-8 -*-
 from backend.data.historical_price_manager import HistoricalPriceManager
+from backend.data.mock_price_manager import MockPriceManager
 from backend.data.polling_price_manager import PollingPriceManager

-__all__ = ["PollingPriceManager", "HistoricalPriceManager"]
+__all__ = ["MockPriceManager", "PollingPriceManager", "HistoricalPriceManager"]
--- a/backend/data/market_ingest.py
+++ b/backend/data/market_ingest.py
@@ -8,7 +8,6 @@ from typing import Iterable

 from backend.data.market_store import MarketStore
 from backend.data.news_alignment import align_news_for_symbol
-from backend.data.provider_router import DataProviderRouter
 from backend.data.polygon_client import (
    fetch_news,
    fetch_ohlc,
@@ -25,65 +24,6 @@ def _default_start(years: int = 2) -> str:
    return (datetime.now(timezone.utc).date() - timedelta(days=years * 366)).isoformat()


-def _max_news_date(news_rows: Iterable[dict]) -> str | None:
-    dates = [
-        str(item.get("published_utc") or "").strip()[:10]
-        for item in news_rows
-        if str(item.get("published_utc") or "").strip()
-    ]
-    dates = [value for value in dates if value]
-    return max(dates) if dates else None
-
-
-def _effective_last_news_fetch(
-    market_store: MarketStore,
-    *,
-    ticker: str,
-    end_date: str,
-    watermark_value: str | None,
-) -> str | None:
-    """Clamp stale/future watermarks to the latest actually stored news date."""
-    raw = str(watermark_value or "").strip()[:10]
-    if not raw:
-        return None
-    if raw <= end_date:
-        return raw
-
-    latest_stored = market_store.get_latest_news_date(ticker)
-    if latest_stored and latest_stored <= end_date:
-        return latest_stored
-    return end_date
-
-
-def _normalize_provider_news_rows(ticker: str, news_items: Iterable[Any]) -> list[dict]:
-    rows: list[dict] = []
-    for item in news_items:
-        payload = item.model_dump() if hasattr(item, "model_dump") else dict(item or {})
-        related = payload.get("related")
-        if isinstance(related, str):
-            related_list = [value.strip().upper() for value in related.split(",") if value.strip()]
-        elif isinstance(related, list):
-            related_list = [str(value).strip().upper() for value in related if str(value).strip()]
-        else:
-            related_list = []
-        if ticker not in related_list:
-            related_list.append(ticker)
-        rows.append(
-            {
-                "title": payload.get("title"),
-                "description": payload.get("summary"),
-                "summary": payload.get("summary"),
-                "article_url": payload.get("url"),
-                "published_utc": payload.get("date"),
-                "publisher": payload.get("source"),
-                "tickers": related_list,
-                "category": payload.get("category"),
-                "raw_json": payload,
-            }
-        )
-    return rows
-
-
 def ingest_ticker_history(
    symbol: str,
    *,
@@ -110,11 +50,7 @@ def ingest_ticker_history(
    price_count = market_store.upsert_ohlc(ticker, ohlc_rows, source="polygon")
    news_count = market_store.upsert_news(ticker, news_rows, source="polygon")
    aligned_count = align_news_for_symbol(market_store, ticker)
-    market_store.update_fetch_watermark(
-        symbol=ticker,
-        price_date=end,
-        news_date=_max_news_date(news_rows),
-    )
+    market_store.update_fetch_watermark(symbol=ticker, price_date=end, news_date=end)

    return {
        "symbol": ticker,
@@ -142,15 +78,9 @@ def update_ticker_incremental(
        if watermarks.get("last_price_fetch")
        else _default_start()
    )
-    effective_last_news_fetch = _effective_last_news_fetch(
-        market_store,
-        ticker=ticker,
-        end_date=end,
-        watermark_value=watermarks.get("last_news_fetch"),
-    )
    start_news = (
-        (datetime.fromisoformat(effective_last_news_fetch) + timedelta(days=1)).date().isoformat()
-        if effective_last_news_fetch
+        (datetime.fromisoformat(watermarks["last_news_fetch"]) + timedelta(days=1)).date().isoformat()
+        if watermarks.get("last_news_fetch")
        else _default_start()
    )

@@ -170,7 +100,7 @@ def update_ticker_incremental(
    market_store.update_fetch_watermark(
        symbol=ticker,
        price_date=end if ohlc_rows or watermarks.get("last_price_fetch") else None,
-        news_date=_max_news_date(news_rows),
+        news_date=end if news_rows or watermarks.get("last_news_fetch") else None,
    )

    return {
@@ -184,86 +114,6 @@ def update_ticker_incremental(
    }


-def refresh_news_incremental(
-    symbol: str,
-    *,
-    end_date: str | None = None,
-    store: MarketStore | None = None,
-) -> dict:
-    """Incrementally fetch company news using the configured provider router."""
-    ticker = normalize_symbol(symbol)
-    market_store = store or MarketStore()
-    watermarks = market_store.get_ticker_watermarks(ticker)
-    end = end_date or _today_utc()
-    effective_last_news_fetch = _effective_last_news_fetch(
-        market_store,
-        ticker=ticker,
-        end_date=end,
-        watermark_value=watermarks.get("last_news_fetch"),
-    )
-    start_news = (
-        (datetime.fromisoformat(effective_last_news_fetch) + timedelta(days=1)).date().isoformat()
-        if effective_last_news_fetch
-        else _default_start()
-    )
-
-    if start_news > end:
-        return {
-            "symbol": ticker,
-            "start_news_date": start_news,
-            "end_date": end,
-            "news": 0,
-            "aligned": 0,
-        }
-
-    router = DataProviderRouter()
-    news_items, source = router.get_company_news(
-        ticker=ticker,
-        start_date=start_news,
-        end_date=end,
-        limit=1000,
-    )
-    news_rows = _normalize_provider_news_rows(ticker, news_items)
-    news_count = market_store.upsert_news(ticker, news_rows, source=source) if news_rows else 0
-    aligned_count = align_news_for_symbol(market_store, ticker)
-    market_store.update_fetch_watermark(
-        symbol=ticker,
-        news_date=_max_news_date(news_rows),
-    )
-
-    return {
-        "symbol": ticker,
-        "start_news_date": start_news,
-        "end_date": end,
-        "news": news_count,
-        "aligned": aligned_count,
-        "source": source,
-    }
-
-
-def refresh_news_for_symbols(
-    symbols: Iterable[str],
-    *,
-    end_date: str | None = None,
-    store: MarketStore | None = None,
-) -> list[dict]:
-    """Incrementally refresh company news for a list of tickers."""
-    market_store = store or MarketStore()
-    results = []
-    for symbol in symbols:
-        ticker = normalize_symbol(symbol)
-        if not ticker:
-            continue
-        results.append(
-            refresh_news_incremental(
-                ticker,
-                end_date=end_date,
-                store=market_store,
-            )
-        )
-    return results
-
-
 def ingest_symbols(
    symbols: Iterable[str],
    *,
--- a/backend/data/market_store.py
+++ b/backend/data/market_store.py
@@ -9,7 +9,7 @@ import os
 import sqlite3
 from datetime import datetime, timezone
 from pathlib import Path
-from typing import Any, Iterable, Optional
+from typing import Any, Iterable


 SCHEMA = """
@@ -147,30 +147,12 @@ def _utc_timestamp() -> str:


 class MarketStore:
-    """SQLite-backed market research warehouse. Use get_instance() for the singleton."""
-
-    _instance: Optional["MarketStore"] = None
-
-    def __new__(cls, db_path: Path | None = None) -> "MarketStore":
-        if cls._instance is not None:
-            if db_path is None or cls._instance.db_path == Path(db_path or get_market_db_path()):
-                return cls._instance
-        instance = super().__new__(cls)
-        cls._instance = instance
-        return instance
+    """SQLite-backed market research warehouse."""

    def __init__(self, db_path: Path | None = None):
-        if getattr(self, "_initialized", False):
-            return
        self.db_path = Path(db_path or get_market_db_path())
        self.db_path.parent.mkdir(parents=True, exist_ok=True)
        self._init_db()
-        self._initialized = True
-
-    @classmethod
-    def get_instance(cls, db_path: Path | None = None) -> "MarketStore":
-        """Get the MarketStore singleton instance."""
-        return cls(db_path)

    def _connect(self) -> sqlite3.Connection:
        conn = sqlite3.connect(self.db_path)
@@ -244,20 +226,6 @@ class MarketStore:
            "last_news_fetch": None,
        }

-    def get_latest_news_date(self, symbol: str) -> str | None:
-        """Return the latest stored published news date for one ticker."""
-        with self._connect() as conn:
-            row = conn.execute(
-                """
-                SELECT MAX(substr(nr.published_utc, 1, 10)) AS latest_date
-                FROM news_ticker nt
-                JOIN news_raw nr ON nr.id = nt.news_id
-                WHERE nt.symbol = ?
-                """,
-                (symbol,),
-            ).fetchone()
-        return str(row["latest_date"]).strip() if row and row["latest_date"] else None
-
    def upsert_ohlc(self, symbol: str, rows: Iterable[dict[str, Any]], *, source: str = "polygon") -> int:
        timestamp = _utc_timestamp()
        count = 0
--- a/backend/data/mock_price_manager.py
+++ b/backend/data/mock_price_manager.py
@@ -0,0 +1,244 @@
+# -*- coding: utf-8 -*-
+"""
+Mock Price Manager - For testing during non-trading hours
+Generates virtual real-time price data
+"""
+import logging
+import os
+import random
+import threading
+import time
+from typing import Callable, Dict, List, Optional
+from backend.data.provider_utils import normalize_symbol
+
+logger = logging.getLogger(__name__)
+
+
+class MockPriceManager:
+    """Mock Price Manager - Generates virtual prices for testing"""
+
+    def __init__(self, poll_interval: int = 10, volatility: float = 0.5):
+        """
+        Args:
+            poll_interval: Price update interval in seconds
+            volatility: Price volatility percentage
+        """
+        if poll_interval is None:
+            poll_interval = int(os.getenv("MOCK_POLL_INTERVAL", "5"))
+        if volatility is None:
+            volatility = float(os.getenv("MOCK_VOLATILITY", "0.5"))
+
+        self.poll_interval = poll_interval
+        self.volatility = volatility
+
+        self.subscribed_symbols: List[str] = []
+        self.base_prices: Dict[str, float] = {}
+        self.open_prices: Dict[str, float] = {}
+        self.latest_prices: Dict[str, float] = {}
+        self.price_callbacks: List[Callable] = []
+
+        self.running = False
+        self._thread: Optional[threading.Thread] = None
+
+        self.default_base_prices = {
+            "AAPL": 237.50,
+            "MSFT": 425.30,
+            "GOOGL": 161.50,
+            "AMZN": 218.45,
+            "NVDA": 950.00,
+            "META": 573.22,
+            "TSLA": 342.15,
+            "AMD": 168.90,
+            "NFLX": 688.25,
+            "INTC": 42.18,
+            "COIN": 285.50,
+            "PLTR": 45.80,
+            "BABA": 88.30,
+            "DIS": 112.50,
+            "BKNG": 4850.00,
+        }
+
+        logger.info(
+            f"MockPriceManager initialized (interval: {self.poll_interval}s, "
+            f"volatility: {self.volatility}%)",
+        )
+
+    def subscribe(
+        self,
+        symbols: List[str],
+        base_prices: Dict[str, float] = None,
+    ):
+        """Subscribe to stock symbols"""
+        for symbol in symbols:
+            symbol = normalize_symbol(symbol)
+            if symbol not in self.subscribed_symbols:
+                self.subscribed_symbols.append(symbol)
+
+                if base_prices and symbol in base_prices:
+                    base_price = base_prices[symbol]
+                elif symbol in self.default_base_prices:
+                    base_price = self.default_base_prices[symbol]
+                else:
+                    base_price = random.uniform(50, 500)
+
+                self.base_prices[symbol] = base_price
+                self.open_prices[symbol] = base_price
+                self.latest_prices[symbol] = base_price
+
+                logger.info(
+                    f"Subscribed to mock price: {symbol} (base: ${base_price:.2f})",  # noqa: E501
+                )
+
+    def unsubscribe(self, symbols: List[str]):
+        """Unsubscribe from symbols"""
+        for symbol in symbols:
+            symbol = normalize_symbol(symbol)
+            if symbol in self.subscribed_symbols:
+                self.subscribed_symbols.remove(symbol)
+                self.base_prices.pop(symbol, None)
+                self.open_prices.pop(symbol, None)
+                self.latest_prices.pop(symbol, None)
+                logger.info(f"Unsubscribed: {symbol}")
+
+    def add_price_callback(self, callback: Callable):
+        """Add price update callback"""
+        self.price_callbacks.append(callback)
+
+    def _generate_price_update(self, symbol: str) -> float:
+        """Generate price update based on random walk"""
+        current_price = self.latest_prices.get(
+            symbol,
+            self.base_prices[symbol],
+        )
+
+        change_percent = random.uniform(-self.volatility, self.volatility)
+        new_price = current_price * (1 + change_percent / 100)
+
+        # 10% chance of larger movement
+        if random.random() < 0.1:
+            trend_factor = random.uniform(-2, 2)
+            new_price = new_price * (1 + trend_factor / 100)
+
+        # Limit intraday movement to +/-10%
+        open_price = self.open_prices[symbol]
+        max_price = open_price * 1.10
+        min_price = open_price * 0.90
+        new_price = max(min_price, min(max_price, new_price))
+
+        return new_price
+
+    def _update_prices(self):
+        """Update prices for all subscribed stocks"""
+        timestamp = int(time.time() * 1000)
+
+        for symbol in self.subscribed_symbols:
+            try:
+                new_price = self._generate_price_update(symbol)
+                self.latest_prices[symbol] = new_price
+
+                open_price = self.open_prices[symbol]
+                ret = ((new_price - open_price) / open_price) * 100
+
+                price_data = {
+                    "symbol": symbol,
+                    "price": new_price,
+                    "timestamp": timestamp,
+                    "volume": random.randint(1000000, 10000000),
+                    "open": open_price,
+                    "high": max(new_price, open_price),
+                    "low": min(new_price, open_price),
+                    "previous_close": open_price,
+                    "ret": ret,
+                }
+
+                for callback in self.price_callbacks:
+                    try:
+                        callback(price_data)
+                    except Exception as e:
+                        logger.error(
+                            f"Mock price callback error ({symbol}): {e}",
+                        )
+
+                logger.debug(
+                    f"Mock {symbol}: ${new_price:.2f} [ret: {ret:+.2f}%]",
+                )
+
+            except Exception as e:
+                logger.error(f"Failed to generate mock price ({symbol}): {e}")
+
+    def _polling_loop(self):
+        """Main polling loop"""
+        logger.info(
+            f"Mock price generation started (interval: {self.poll_interval}s)",
+        )
+
+        while self.running:
+            try:
+                start_time = time.time()
+                self._update_prices()
+
+                elapsed = time.time() - start_time
+                sleep_time = max(0, self.poll_interval - elapsed)
+                if sleep_time > 0:
+                    time.sleep(sleep_time)
+
+            except Exception as e:
+                logger.error(f"Mock polling loop error: {e}")
+                time.sleep(5)
+
+    def start(self):
+        """Start mock price generation"""
+        if self.running:
+            logger.warning("Mock price manager already running")
+            return
+
+        if not self.subscribed_symbols:
+            logger.warning("No stocks subscribed")
+            return
+
+        self.running = True
+        self._thread = threading.Thread(target=self._polling_loop, daemon=True)
+        self._thread.start()
+
+        logger.info(
+            f"Mock price manager started: {', '.join(self.subscribed_symbols)}",  # noqa: E501
+        )
+
+    def stop(self):
+        """Stop mock price generation"""
+        self.running = False
+        if self._thread:
+            self._thread.join(timeout=5)
+        logger.info("Mock price manager stopped")
+
+    def get_latest_price(self, symbol: str) -> Optional[float]:
+        """Get latest price for symbol"""
+        return self.latest_prices.get(symbol)
+
+    def get_all_latest_prices(self) -> Dict[str, float]:
+        """Get all latest prices"""
+        return self.latest_prices.copy()
+
+    def get_open_price(self, symbol: str) -> Optional[float]:
+        """Get open price for symbol"""
+        return self.open_prices.get(symbol)
+
+    def reset_open_prices(self):
+        """Reset open prices for new trading day"""
+        for symbol in self.subscribed_symbols:
+            last_close = self.latest_prices[symbol]
+            gap_percent = random.uniform(-1, 1)
+            new_open = last_close * (1 + gap_percent / 100)
+            self.open_prices[symbol] = new_open
+            self.latest_prices[symbol] = new_open
+        logger.info("Open prices reset")
+
+    def set_base_price(self, symbol: str, price: float):
+        """Manually set base price for testing"""
+        if symbol in self.subscribed_symbols:
+            self.base_prices[symbol] = price
+            self.open_prices[symbol] = price
+            self.latest_prices[symbol] = price
+            logger.info(f"{symbol} base price set to: ${price:.2f}")
+        else:
+            logger.warning(f"{symbol} not subscribed")
--- a/backend/data/polling_price_manager.py
+++ b/backend/data/polling_price_manager.py
@@ -15,9 +15,6 @@ from backend.data.provider_utils import normalize_symbol
 logger = logging.getLogger(__name__)


-_SUPPRESSED_LOG_EVERY = 20
-
-
 class PollingPriceManager:
    """Polling-based price manager using Finnhub or yfinance."""

@@ -46,7 +43,6 @@ class PollingPriceManager:
        self.latest_prices: Dict[str, float] = {}
        self.open_prices: Dict[str, float] = {}
        self.price_callbacks: List[Callable] = []
-        self._failure_counts: Dict[str, int] = {}

        self.running = False
        self._thread: Optional[threading.Thread] = None
@@ -81,8 +77,6 @@ class PollingPriceManager:
        for symbol in self.subscribed_symbols:
            try:
                quote_data = self._fetch_quote(symbol)
-                if not isinstance(quote_data, dict):
-                    raise ValueError(f"{symbol}: Empty quote payload")

                current_price = quote_data.get("c")
                open_price = quote_data.get("o")
@@ -109,13 +103,6 @@ class PollingPriceManager:
                )

                self.latest_prices[symbol] = current_price
-                previous_failures = self._failure_counts.pop(symbol, 0)
-                if previous_failures > 0:
-                    logger.info(
-                        "%s quote polling recovered after %d consecutive failures",
-                        symbol,
-                        previous_failures,
-                    )

                price_data = {
                    "symbol": symbol,
@@ -141,20 +128,7 @@ class PollingPriceManager:
                )

            except Exception as e:
-                failure_count = self._failure_counts.get(symbol, 0) + 1
-                self._failure_counts[symbol] = failure_count
-                message = f"Failed to fetch {symbol} price: {e}"
-
-                if failure_count == 1:
-                    logger.warning(message)
-                elif failure_count % _SUPPRESSED_LOG_EVERY == 0:
-                    logger.warning(
-                        "%s (repeated %d times; suppressing intermediate failures)",
-                        message,
-                        failure_count,
-                    )
-                else:
-                    logger.debug(message)
+                logger.error(f"Failed to fetch {symbol} price: {e}")

    def _fetch_quote(self, symbol: str) -> Dict[str, float]:
        """Fetch a normalized quote payload from the configured provider."""
@@ -162,10 +136,7 @@ class PollingPriceManager:
            return self._fetch_yfinance_quote(symbol)
        if not self.finnhub_client:
            raise ValueError("Finnhub API key required for finnhub polling")
-        quote = self.finnhub_client.quote(symbol)
-        if not isinstance(quote, dict):
-            raise ValueError(f"{symbol}: Invalid Finnhub quote payload")
-        return quote
+        return self.finnhub_client.quote(symbol)

    def _fetch_yfinance_quote(self, symbol: str) -> Dict[str, float]:
        """Fetch quote data from yfinance and normalize to Finnhub-like keys."""
@@ -191,8 +162,6 @@ class PollingPriceManager:

        if current_price is None:
            history = ticker.history(period="1d", interval="1m", auto_adjust=False)
-            if history is None:
-                raise ValueError(f"{symbol}: yfinance returned no history frame")
            if history.empty:
                raise ValueError(f"{symbol}: No yfinance quote data")
            latest = history.iloc[-1]
--- a/backend/domains/news.py
+++ b/backend/domains/news.py
@@ -30,7 +30,6 @@ def ensure_news_fresh(
    *,
    ticker: str,
    target_date: str | None = None,
-    refresh_if_stale: bool = True,
 ) -> dict[str, Any]:
    """Refresh raw news incrementally when stored watermarks are stale."""
    normalized_target = str(target_date or "").strip()[:10]
@@ -45,7 +44,7 @@ def ensure_news_fresh(
    watermarks = store.get_ticker_watermarks(ticker)
    last_news_fetch = str(watermarks.get("last_news_fetch") or "").strip()[:10]
    refreshed = False
-    if refresh_if_stale and (not last_news_fetch or last_news_fetch < normalized_target):
+    if not last_news_fetch or last_news_fetch < normalized_target:
        update_ticker_incremental(
            ticker,
            end_date=normalized_target,
@@ -70,14 +69,8 @@ def get_enriched_news(
    start_date: str | None = None,
    end_date: str | None = None,
    limit: int = 100,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=end_date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
    rows = store.get_news_items_enriched(
        ticker,
        start_date=start_date,
@@ -107,14 +100,8 @@ def get_news_for_date(
    ticker: str,
    date: str,
    limit: int = 20,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=date)
    rows = store.get_news_items_enriched(
        ticker,
        trade_date=date,
@@ -142,14 +129,8 @@ def get_news_timeline(
    ticker: str,
    start_date: str,
    end_date: str,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=end_date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
    timeline = store.get_news_timeline_enriched(
        ticker,
        start_date=start_date,
@@ -184,14 +165,8 @@ def get_news_categories(
    start_date: str | None = None,
    end_date: str | None = None,
    limit: int = 200,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=end_date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
    rows = store.get_news_items_enriched(
        ticker,
        start_date=start_date,
@@ -221,14 +196,8 @@ def get_similar_days_payload(
    ticker: str,
    date: str,
    n_similar: int = 5,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=date)
    result = find_similar_days(
        store,
        symbol=ticker,
@@ -244,14 +213,8 @@ def get_story_payload(
    *,
    ticker: str,
    as_of_date: str,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=as_of_date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=as_of_date)
    enrich_news_for_symbol(
        store,
        ticker,
@@ -275,14 +238,8 @@ def get_range_explain_payload(
    end_date: str,
    article_ids: list[str] | None = None,
    limit: int = 100,
-    refresh_if_stale: bool = False,
 ) -> dict[str, Any]:
-    freshness = ensure_news_fresh(
-        store,
-        ticker=ticker,
-        target_date=end_date,
-        refresh_if_stale=refresh_if_stale,
-    )
+    freshness = ensure_news_fresh(store, ticker=ticker, target_date=end_date)
    news_rows = []
    if article_ids:
        news_rows = store.get_news_by_ids_enriched(ticker, article_ids)
--- a/backend/gateway_server.py
+++ b/backend/gateway_server.py
@@ -43,72 +43,6 @@ logger = logging.getLogger(__name__)
 _prompt_loader = get_prompt_loader()


-INFO_LOGGER_PREFIXES = (
-    "backend.agents",
-    "backend.core.pipeline",
-    "backend.core.scheduler",
-    "backend.services.gateway_cycle_support",
-)
-
-NOISY_LOGGER_LEVELS = {
-    "aiohttp": logging.WARNING,
-    "asyncio": logging.WARNING,
-    "dashscope": logging.WARNING,
-    "finnhub": logging.WARNING,
-    "httpcore": logging.WARNING,
-    "httpx": logging.WARNING,
-    "urllib3": logging.WARNING,
-    "websockets": logging.WARNING,
-    "yfinance": logging.WARNING,
-    "backend.data.polling_price_manager": logging.WARNING,
-    "backend.services.gateway": logging.WARNING,
-    "backend.services.market": logging.WARNING,
-    "backend.services.storage": logging.WARNING,
-}
-
-
-class SuppressNoisyInfoFilter(logging.Filter):
-    """Filter out low-signal library INFO logs while keeping warnings/errors."""
-
-    def filter(self, record: logging.LogRecord) -> bool:
-        message = record.getMessage()
-        if record.name == "httpx" and message.startswith("HTTP Request:"):
-            return False
-        if record.name.startswith("websockets") and "connection open" in message:
-            return False
-        if record.name.startswith("websockets") and "opening handshake failed" in message:
-            return False
-
-        if record.levelno >= logging.WARNING:
-            return True
-
-        return True
-
-
-def configure_gateway_logging(verbose: bool = False) -> None:
-    """Configure gateway logging with low-noise defaults for runtime logs."""
-    root_level = logging.DEBUG if verbose else logging.WARNING
-    logging.basicConfig(
-        level=root_level,
-        format="%(asctime)s | %(levelname)-7s | %(name)s:%(lineno)d - %(message)s",
-        force=True,
-    )
-
-    if not verbose:
-        suppress_filter = SuppressNoisyInfoFilter()
-        for handler in logging.getLogger().handlers:
-            handler.addFilter(suppress_filter)
-
-    for logger_name, level in NOISY_LOGGER_LEVELS.items():
-        logging.getLogger(logger_name).setLevel(logging.DEBUG if verbose else level)
-
-    if not verbose:
-        for prefix in INFO_LOGGER_PREFIXES:
-            logging.getLogger(prefix).setLevel(logging.INFO)
-
-    logging.getLogger(__name__).setLevel(logging.INFO if not verbose else logging.DEBUG)
-
-
 async def run_gateway(
    run_id: str,
    run_dir: Path,
@@ -118,7 +52,7 @@ async def run_gateway(
    """Run Gateway with Pipeline."""

    # Extract config
-    tickers = bootstrap.get("tickers", ["AAPL", "MSFT", "GOOGL", "AMZN", "NVDA", "META", "TSLA", "AMD", "NFLX", "AVGO", "PLTR", "COIN"])
+    tickers = bootstrap.get("tickers", ["AAPL", "MSFT"])
    initial_cash = float(bootstrap.get("initial_cash", 100000.0))
    margin_requirement = float(bootstrap.get("margin_requirement", 0.0))
    max_comm_cycles = int(bootstrap.get("max_comm_cycles", 2))
@@ -131,8 +65,10 @@ async def run_gateway(
    end_date = bootstrap.get("end_date")
    enable_memory = bootstrap.get("enable_memory", False)
    poll_interval = int(bootstrap.get("poll_interval", 10))
+    enable_mock = bootstrap.get("enable_mock", False)

    is_backtest = mode == "backtest"
+    is_mock = enable_mock or mode == "mock" or (not is_backtest and os.getenv("MOCK_MODE", "false").lower() == "true")

    logger.info(f"[Gateway Server] Starting run {run_id} on port {port}")

@@ -151,8 +87,9 @@ async def run_gateway(
            market_service = MarketService(
                tickers=tickers,
                poll_interval=poll_interval,
+                mock_mode=is_mock and not is_backtest,
                backtest_mode=is_backtest,
-                api_key=os.getenv("FINNHUB_API_KEY") if not is_backtest else None,
+                api_key=os.getenv("FINNHUB_API_KEY") if not is_mock and not is_backtest else None,
                backtest_start_date=start_date if is_backtest else None,
                backtest_end_date=end_date if is_backtest else None,
            )
@@ -245,6 +182,7 @@ async def run_gateway(
                scheduler_callback=scheduler_callback,
                config={
                    "mode": mode,
+                    "mock_mode": is_mock,
                    "backtest_mode": is_backtest,
                    "tickers": tickers,
                    "config_name": run_id,
@@ -284,7 +222,11 @@ def main():
    args = parser.parse_args()

    # Setup logging
-    configure_gateway_logging(verbose=args.verbose)
+    level = logging.DEBUG if args.verbose else logging.INFO
+    logging.basicConfig(
+        level=level,
+        format="%(asctime)s | %(levelname)-7s | %(name)s:%(lineno)d - %(message)s",
+    )

    # Parse bootstrap
    bootstrap = json.loads(args.bootstrap)
--- a/backend/llm/models.py
+++ b/backend/llm/models.py
@@ -3,8 +3,6 @@
 AgentScope Native Model Factory
 Uses native AgentScope model classes for LLM calls
 """
-import asyncio
-import inspect
 import os
 import time
 import logging
@@ -36,27 +34,6 @@ logger = logging.getLogger(__name__)
 T = TypeVar("T")


-def _usage_value(usage: Any, key: str, default: Any = 0) -> Any:
-    """Read usage fields from both object-style and dict-style usage payloads."""
-    if usage is None:
-        return default
-    if isinstance(usage, dict):
-        return usage.get(key, default)
-    try:
-        return getattr(usage, key)
-    except (AttributeError, KeyError):
-        return default
-
-
-def _usage_total_tokens(usage: Any) -> int:
-    total = _usage_value(usage, "total_tokens", None)
-    if total is not None:
-        return int(total or 0)
-    input_tokens = _usage_value(usage, "input_tokens", 0)
-    output_tokens = _usage_value(usage, "output_tokens", 0)
-    return int((input_tokens or 0) + (output_tokens or 0))
-
-
 class RetryChatModel:
    """Wraps an AgentScope model with automatic retry for transient errors.

@@ -78,7 +55,6 @@ class RetryChatModel:
        "502",
        "504",
        "connection",
-        "disconnected",
        "temporary",
        "overloaded",
        "too_many_requests",
@@ -174,8 +150,8 @@ class RetryChatModel:
                # Track usage if available
                if hasattr(result, "usage") and result.usage:
                    usage = result.usage
-                    self._total_tokens_used += _usage_total_tokens(usage)
-                    self._total_cost += float(_usage_value(usage, "cost", 0.0) or 0.0)
+                    self._total_tokens_used += getattr(usage, "total_tokens", 0)
+                    self._total_cost += getattr(usage, "cost", 0.0)

                return result

@@ -216,66 +192,9 @@ class RetryChatModel:
            raise last_error
        raise RuntimeError("RetryChatModel: Unexpected state, no error but no result")

-    async def _call_with_retry_async(self, func: Callable[..., T], *args, **kwargs) -> T:
-        """Call an async function with retry logic for transient errors."""
-        last_error: Optional[Exception] = None
-
-        for attempt in range(1, self._max_retries + 1):
-            try:
-                result = await func(*args, **kwargs)
-
-                if hasattr(result, "usage") and result.usage:
-                    usage = result.usage
-                    self._total_tokens_used += _usage_total_tokens(usage)
-                    self._total_cost += float(_usage_value(usage, "cost", 0.0) or 0.0)
-
-                return result
-
-            except Exception as e:
-                last_error = e
-
-                if attempt >= self._max_retries:
-                    logger.error(
-                        "RetryChatModel: Max retries (%d) exhausted for %s",
-                        self._max_retries,
-                        self.model_name,
-                    )
-                    break
-
-                if not self._is_transient_error(e):
-                    logger.warning(
-                        "RetryChatModel: Non-transient error, not retrying: %s",
-                        str(e),
-                    )
-                    break
-
-                delay = self._calculate_delay(attempt)
-                logger.warning(
-                    "RetryChatModel: Transient async error on attempt %d/%d, "
-                    "retrying in %.1fs: %s",
-                    attempt,
-                    self._max_retries,
-                    delay,
-                    str(e)[:200],
-                )
-
-                if self._on_retry:
-                    self._on_retry(attempt, e, delay)
-
-                await asyncio.sleep(delay)
-
-        if last_error is not None:
-            raise last_error
-        raise RuntimeError("RetryChatModel: Unexpected async state, no error but no result")
-
    def __call__(self, *args, **kwargs) -> Any:
        """Forward calls to the wrapped model with retry logic."""
-        model_call = getattr(self._model, "__call__", None)
-        if inspect.iscoroutinefunction(self._model) or inspect.iscoroutinefunction(model_call):
-            return self._call_with_retry_async(self._model, *args, **kwargs)
-
-        result = self._model(*args, **kwargs)
-        return result
+        return self._call_with_retry(self._model, *args, **kwargs)

    def __getattr__(self, name: str) -> Any:
        """Proxy attribute access to the wrapped model."""
@@ -329,18 +248,10 @@ class TokenRecordingModelWrapper:
        if usage is None:
            return

-        prompt_tokens = _usage_value(usage, "prompt_tokens", None)
-        completion_tokens = _usage_value(usage, "completion_tokens", None)
-
-        if prompt_tokens is None:
-            prompt_tokens = _usage_value(usage, "input_tokens", 0)
-        if completion_tokens is None:
-            completion_tokens = _usage_value(usage, "output_tokens", 0)
-
-        self._prompt_tokens += int(prompt_tokens or 0)
-        self._completion_tokens += int(completion_tokens or 0)
-        self._total_tokens += _usage_total_tokens(usage)
-        self._total_cost += float(_usage_value(usage, "cost", 0.0) or 0.0)
+        self._prompt_tokens += getattr(usage, "prompt_tokens", 0)
+        self._completion_tokens += getattr(usage, "completion_tokens", 0)
+        self._total_tokens += getattr(usage, "total_tokens", 0)
+        self._total_cost += getattr(usage, "cost", 0.0)

    def __call__(self, *args, **kwargs) -> Any:
        """Forward calls and record usage."""
@@ -490,8 +401,7 @@ def create_model(
        if host:
            model_kwargs["host"] = host

-    model = model_class(**model_kwargs)
-    return RetryChatModel(model)
+    return model_class(**model_kwargs)


 def get_agent_model(agent_id: str, stream: bool = False):
--- a/backend/main.py
+++ b/backend/main.py
@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 """
 Main Entry Point
-Supports: backtest, live modes
+Supports: backtest, live, mock modes
 """
 import argparse
 import asyncio
@@ -29,7 +29,6 @@ from backend.runtime.manager import (
    set_global_runtime_manager,
    clear_global_runtime_manager,
 )
-from backend.gateway_server import configure_gateway_logging
 from backend.services.gateway import Gateway
 from backend.services.market import MarketService
 from backend.services.storage import StorageService
@@ -39,7 +38,6 @@ load_dotenv()
 logger = logging.getLogger(__name__)
 loguru.logger.disable("flowllm")
 loguru.logger.disable("reme_ai")
-configure_gateway_logging(verbose=os.getenv("LOG_LEVEL", "").upper() == "DEBUG")
 _prompt_loader = get_prompt_loader()


@@ -228,13 +226,17 @@ async def run_with_gateway(args):
    )
    runtime_manager.prepare_run()
    set_global_runtime_manager(runtime_manager)
+    register_runtime_manager(runtime_manager)

    # Create market service
    market_service = MarketService(
        tickers=tickers,
        poll_interval=args.poll_interval,
+        mock_mode=args.mock and not is_backtest,
        backtest_mode=is_backtest,
-        api_key=os.getenv("FINNHUB_API_KEY") if not is_backtest else None,
+        api_key=os.getenv("FINNHUB_API_KEY")
+        if not args.mock and not is_backtest
+        else None,
        backtest_start_date=args.start_date if is_backtest else None,
        backtest_end_date=args.end_date if is_backtest else None,
    )
@@ -319,6 +321,7 @@ async def run_with_gateway(args):
        scheduler_callback=scheduler_callback,
        config={
            "mode": args.mode,
+            "mock_mode": args.mock,
            "backtest_mode": is_backtest,
            "tickers": tickers,
            "config_name": config_name,
@@ -351,7 +354,8 @@ def main():
    """Main entry point"""
    parser = argparse.ArgumentParser(description="Trading System")
    parser.add_argument("--mode", choices=["live", "backtest"], default="live")
-    parser.add_argument("--config-name", default="live")
+    parser.add_argument("--mock", action="store_true")
+    parser.add_argument("--config-name", default="mock")
    parser.add_argument("--host", default="0.0.0.0")
    parser.add_argument("--port", type=int, default=8765)
    parser.add_argument(
--- a/backend/runtime/manager.py
+++ b/backend/runtime/manager.py
@@ -13,30 +13,15 @@ from .registry import RuntimeRegistry
 _global_runtime_manager: Optional["TradingRuntimeManager"] = None
 _shutdown_event: Optional[asyncio.Event] = None

-# Lazy import to avoid circular dependency
-_api_runtime = None
-
-
-def _get_api_runtime():
-    global _api_runtime
-    if _api_runtime is None:
-        from backend.api import runtime as api_runtime_module
-        _api_runtime = api_runtime_module
-    return _api_runtime
-

 def set_global_runtime_manager(manager: "TradingRuntimeManager") -> None:
    global _global_runtime_manager
    _global_runtime_manager = manager
-    # Sync to RuntimeState for consistency
-    _get_api_runtime().register_runtime_manager(manager)


 def clear_global_runtime_manager() -> None:
    global _global_runtime_manager
    _global_runtime_manager = None
-    # Sync to RuntimeState for consistency
-    _get_api_runtime().unregister_runtime_manager()


 def get_global_runtime_manager() -> Optional["TradingRuntimeManager"]:
--- a/backend/services/gateway.py
+++ b/backend/services/gateway.py
@@ -16,6 +16,7 @@ from websockets.asyncio.server import ServerConnection
 from backend.data.provider_utils import normalize_symbol
 from backend.domains import news as news_domain
 from backend.llm.models import get_agent_model_info
+from backend.utils.terminal_dashboard import get_dashboard
 from backend.core.pipeline import TradingPipeline
 from backend.core.state_sync import StateSync
 from backend.services.market import MarketService
@@ -25,12 +26,10 @@ from backend.tools.technical_signals import StockTechnicalAnalyzer
 from backend.core.scheduler import Scheduler
 from backend.services import gateway_admin_handlers
 from backend.services import gateway_cycle_support
-from backend.services import gateway_openclaw_handlers
 from backend.services import gateway_runtime_support
 from backend.services import gateway_stock_handlers
 from shared.client import NewsServiceClient
 from shared.client import TradingServiceClient
-from shared.client.openclaw_websocket_client import OpenClawWebSocketClient, DEFAULT_GATEWAY_URL as OPENCLAW_WS_URL

 logger = logging.getLogger(__name__)
 EDITABLE_AGENT_WORKSPACE_FILES = {
@@ -39,6 +38,9 @@ EDITABLE_AGENT_WORKSPACE_FILES = {
    "AGENTS.md",
    "MEMORY.md",
    "POLICY.md",
+    "HEARTBEAT.md",
+    "ROLE.md",
+    "STYLE.md",
 }


@@ -80,6 +82,7 @@ class Gateway:
        self._manual_cycle_task: Optional[asyncio.Task] = None
        self._backtest_start_date: Optional[str] = None
        self._backtest_end_date: Optional[str] = None
+        self._dashboard = get_dashboard()
        self._market_status_task: Optional[asyncio.Task] = None
        self._watchlist_ingest_task: Optional[asyncio.Task] = None

@@ -89,7 +92,6 @@ class Gateway:
        self._loop: Optional[asyncio.AbstractEventLoop] = None
        self._project_root = Path(__file__).resolve().parents[2]
        self._technical_analyzer = StockTechnicalAnalyzer()
-        self._openclaw_ws: OpenClawWebSocketClient | None = None

    async def start(self, host: str = "0.0.0.0", port: int = 8766):
        """Start gateway server with proper initialization order.
@@ -102,11 +104,31 @@ class Gateway:
        self._loop = asyncio.get_running_loop()
        self._provider_router.add_listener(self._on_provider_usage_changed)

+        # Initialize terminal dashboard
+        self._dashboard.set_config(
+            mode=self.mode,
+            config_name=self.config.get("config_name", "default"),
+            host=host,
+            port=port,
+            poll_interval=self.config.get("poll_interval", 10),
+            mock=self.config.get("mock_mode", False),
+            tickers=self.config.get("tickers", []),
+            initial_cash=self.storage.initial_cash,
+            start_date=self._backtest_start_date or "",
+            end_date=self._backtest_end_date or "",
+            data_sources=self._provider_router.get_usage_snapshot(),
+        )
+        self._dashboard.start()
+
        self.state_sync.load_state()
        self.market_service.set_price_recorder(self.storage.record_price_point)
        self.state_sync.update_state("status", "initializing")
        self.state_sync.update_state("server_mode", self.mode)
        self.state_sync.update_state("is_backtest", self.is_backtest)
+        self.state_sync.update_state(
+            "is_mock_mode",
+            self.config.get("mock_mode", False),
+        )
        self.state_sync.update_state("tickers", self.config.get("tickers", []))
        self.state_sync.update_state(
            "runtime_config",
@@ -130,9 +152,18 @@ class Gateway:
        )

        # Load and display existing portfolio state if available
-        dashboard_snapshot = self.storage.build_dashboard_snapshot_from_state(self.state_sync.state)
-        summary = dashboard_snapshot.get("summary")
+        summary = self.storage.load_file("summary")
        if summary:
+            holdings = self.storage.load_file("holdings") or []
+            trades = self.storage.load_file("trades") or []
+            current_date = self.state_sync.state.get("current_date")
+            self._dashboard.update(
+                date=current_date or "-",
+                status="running",
+                portfolio=summary,
+                holdings=holdings,
+                trades=trades,
+            )
            logger.info(
                "Loaded existing portfolio: $%s",
                f"{summary.get('totalAssetValue', 0):,.2f}",
@@ -158,20 +189,6 @@ class Gateway:
        # Give a brief moment for any existing clients to reconnect
        await asyncio.sleep(0.1)

-        # Connect to OpenClaw Gateway (18789) via WebSocket
-        logger.info("Connecting to OpenClaw Gateway...")
-        try:
-            self._openclaw_ws = OpenClawWebSocketClient(
-                url=OPENCLAW_WS_URL,
-                client_name="gateway-client",
-                client_version="1.0.0",
-            )
-            await self._openclaw_ws.connect()
-            logger.info("OpenClaw Gateway WebSocket connected")
-        except Exception as e:
-            logger.warning("Failed to connect to OpenClaw Gateway: %s", e)
-            self._openclaw_ws = None
-
        # ======================================================================
        # PHASE 2: Start market data service
        # Now frontend is connected, start pushing price updates
@@ -222,6 +239,7 @@ class Gateway:
    def _on_provider_usage_changed(self, snapshot: Dict[str, Any]):
        """Handle provider routing updates from the shared router."""
        self.state_sync.update_state("data_sources", snapshot)
+        self._dashboard.update(data_sources=snapshot)
        if self._loop and self._loop.is_running():
            asyncio.run_coroutine_threadsafe(
                self.broadcast(
@@ -420,77 +438,11 @@ class Gateway:
                    await self._handle_get_stock_technical_indicators(websocket, data)
                elif msg_type == "run_stock_enrich":
                    await self._handle_run_stock_enrich(websocket, data)
-                elif msg_type == "get_openclaw_status":
-                    await self._handle_get_openclaw_status(websocket, data)
-                elif msg_type == "get_openclaw_sessions":
-                    await self._handle_get_openclaw_sessions(websocket, data)
-                elif msg_type == "get_openclaw_session_detail":
-                    await self._handle_get_openclaw_session_detail(websocket, data)
-                elif msg_type == "get_openclaw_session_history":
-                    await self._handle_get_openclaw_session_history(websocket, data)
-                elif msg_type == "get_openclaw_cron":
-                    await self._handle_get_openclaw_cron(websocket, data)
-                elif msg_type == "get_openclaw_approvals":
-                    await self._handle_get_openclaw_approvals(websocket, data)
-                elif msg_type == "get_openclaw_agents":
-                    await self._handle_get_openclaw_agents(websocket, data)
-                elif msg_type == "get_openclaw_agents_presence":
-                    await self._handle_get_openclaw_agents_presence(websocket, data)
-                elif msg_type == "get_openclaw_skills":
-                    await self._handle_get_openclaw_skills(websocket, data)
-                elif msg_type == "get_openclaw_models":
-                    await self._handle_get_openclaw_models(websocket, data)
-                elif msg_type == "get_openclaw_hooks":
-                    await gateway_openclaw_handlers.handle_get_openclaw_hooks(self, websocket, data)
-                elif msg_type == "get_openclaw_plugins":
-                    await gateway_openclaw_handlers.handle_get_openclaw_plugins(self, websocket, data)
-                elif msg_type == "get_openclaw_secrets_audit":
-                    await gateway_openclaw_handlers.handle_get_openclaw_secrets_audit(self, websocket, data)
-                elif msg_type == "get_openclaw_security_audit":
-                    await gateway_openclaw_handlers.handle_get_openclaw_security_audit(self, websocket, data)
-                elif msg_type == "get_openclaw_daemon_status":
-                    await gateway_openclaw_handlers.handle_get_openclaw_daemon_status(self, websocket, data)
-                elif msg_type == "get_openclaw_pairing":
-                    await gateway_openclaw_handlers.handle_get_openclaw_pairing(self, websocket, data)
-                elif msg_type == "get_openclaw_qr":
-                    await gateway_openclaw_handlers.handle_get_openclaw_qr(self, websocket, data)
-                elif msg_type == "get_openclaw_update_status":
-                    await gateway_openclaw_handlers.handle_get_openclaw_update_status(self, websocket, data)
-                elif msg_type == "get_openclaw_models_aliases":
-                    await gateway_openclaw_handlers.handle_get_openclaw_models_aliases(self, websocket, data)
-                elif msg_type == "get_openclaw_models_fallbacks":
-                    await gateway_openclaw_handlers.handle_get_openclaw_models_fallbacks(self, websocket, data)
-                elif msg_type == "get_openclaw_models_image_fallbacks":
-                    await gateway_openclaw_handlers.handle_get_openclaw_models_image_fallbacks(self, websocket, data)
-                elif msg_type == "get_openclaw_skill_update":
-                    await gateway_openclaw_handlers.handle_get_openclaw_skill_update(self, websocket, data)
-                elif msg_type == "get_openclaw_workspace_files":
-                    await gateway_openclaw_handlers.handle_get_openclaw_workspace_files(self, websocket, data)
-                elif msg_type == "get_openclaw_workspace_file":
-                    await gateway_openclaw_handlers.handle_get_openclaw_workspace_file(self, websocket, data)
-                elif msg_type == "openclaw_resolve_session":
-                    await gateway_openclaw_handlers.handle_openclaw_resolve_session(self, websocket, data)
-                elif msg_type == "openclaw_create_session":
-                    await gateway_openclaw_handlers.handle_openclaw_create_session(self, websocket, data)
-                elif msg_type == "openclaw_send_message":
-                    await gateway_openclaw_handlers.handle_openclaw_send_message(self, websocket, data)
-                elif msg_type == "openclaw_subscribe_session":
-                    await gateway_openclaw_handlers.handle_openclaw_subscribe_session(self, websocket, data)
-                elif msg_type == "openclaw_unsubscribe_session":
-                    await gateway_openclaw_handlers.handle_openclaw_unsubscribe_session(self, websocket, data)
-                elif msg_type == "openclaw_reset_session":
-                    await gateway_openclaw_handlers.handle_openclaw_reset_session(self, websocket, data)
-                elif msg_type == "openclaw_delete_session":
-                    await gateway_openclaw_handlers.handle_openclaw_delete_session(self, websocket, data)

        except websockets.ConnectionClosed:
            pass
        except json.JSONDecodeError:
            pass
-        finally:
-            subscriber_map = getattr(self, "_openclaw_session_subscribers", None)
-            if isinstance(subscriber_map, dict):
-                subscriber_map.pop(websocket, None)

    async def _handle_get_stock_history(
        self,
@@ -592,13 +544,13 @@ class Gateway:
        websocket: ServerConnection,
        data: Dict[str, Any],
    ) -> None:
-        """Run one live trading cycle on demand."""
+        """Run one live/mock trading cycle on demand."""
        if self.is_backtest:
            await websocket.send(
                json.dumps(
                    {
                        "type": "error",
-                        "message": "Manual trigger is only available in live mode.",
+                        "message": "Manual trigger is only available in live/mock mode.",
                    },
                    ensure_ascii=False,
                ),
@@ -721,83 +673,6 @@ class Gateway:
    ) -> None:
        await gateway_admin_handlers.handle_update_agent_workspace_file(self, websocket, data)

-    async def _handle_get_openclaw_status(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_status(self, websocket, data)
-
-    async def _handle_get_openclaw_sessions(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_sessions(self, websocket, data)
-
-    async def _handle_get_openclaw_session_detail(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_session_detail(self, websocket, data)
-
-    async def _handle_get_openclaw_session_history(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_session_history(self, websocket, data)
-
-    async def _handle_get_openclaw_cron(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_cron(self, websocket, data)
-
-    async def _handle_get_openclaw_approvals(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_approvals(self, websocket, data)
-
-    async def _handle_get_openclaw_agents(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_agents(self, websocket, data)
-
-    async def _handle_get_openclaw_agents_presence(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_agents_presence(self, websocket, data)
-
-    async def _handle_get_openclaw_skills(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_skills(self, websocket, data)
-
-    async def _handle_get_openclaw_models(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_models(self, websocket, data)
-
-    async def _handle_get_openclaw_workspace_files(
-        self,
-        websocket: ServerConnection,
-        data: Dict[str, Any],
-    ) -> None:
-        await gateway_openclaw_handlers.handle_get_openclaw_workspace_files(self, websocket, data)
-
    @staticmethod
    def _normalize_watchlist(raw_tickers: Any) -> List[str]:
        return gateway_runtime_support.normalize_watchlist(raw_tickers)
--- a/backend/services/gateway_admin_handlers.py
+++ b/backend/services/gateway_admin_handlers.py
@@ -1,12 +1,5 @@
 # -*- coding: utf-8 -*-
-"""Runtime/workspace/skills handlers extracted from the main Gateway module.
-
-Deprecated note:
-    Agent/workspace/skill read-write operations are being migrated to
-    agent_service REST endpoints. These websocket handlers remain as a
-    compatibility fallback and should not be considered the primary control
-    plane path for frontend reads/writes.
-"""
+"""Runtime/workspace/skills handlers extracted from the main Gateway module."""

 from __future__ import annotations

--- a/backend/services/gateway_cycle_support.py
+++ b/backend/services/gateway_cycle_support.py
@@ -7,8 +7,8 @@ import asyncio
 import logging
 from typing import Any

-from backend.data.market_ingest import ingest_symbols, refresh_news_for_symbols
-from backend.domains import trading as trading_domain
+from backend.data.market_ingest import ingest_symbols
+from backend.tools.data_tools import get_market_cap
 from backend.utils.msg_adapter import FrontendAdapter

 logger = logging.getLogger(__name__)
@@ -61,7 +61,7 @@ async def market_status_monitor(gateway: Any) -> None:
            status = gateway.market_service.get_market_status()
            if status["status"] == "open" and not gateway.storage.is_live_session_active:
                gateway.storage.start_live_session()
-                summary = gateway.storage.build_dashboard_snapshot_from_state(gateway.state_sync.state).get("summary") or {}
+                summary = gateway.storage.load_file("summary") or {}
                gateway._session_start_portfolio_value = summary.get(
                    "totalAssetValue",
                    gateway.storage.initial_cash,
@@ -147,10 +147,25 @@ async def on_heartbeat_trigger(gateway: Any, date: str) -> None:

    for analyst in analysts:
        try:
-            logger.debug(
-                "[Heartbeat] No heartbeat configured for %s, skipping",
-                analyst.name,
-            )
+            ws_id = getattr(analyst, "workspace_id", None)
+            if ws_id:
+                from backend.agents.workspace_manager import get_workspace_dir
+                from pathlib import Path
+                from agentscope.message import Msg
+
+                ws_dir = get_workspace_dir(ws_id)
+                if ws_dir:
+                    hb_path = Path(ws_dir) / "HEARTBEAT.md"
+                    if hb_path.exists():
+                        content = hb_path.read_text(encoding="utf-8").strip()
+                        if content:
+                            hb_task = f"# 定期主动检查\n\n{content}\n\n请执行上述检查并报告结果。"
+                            logger.info("[Heartbeat] Running heartbeat for %s", analyst.name)
+                            msg = Msg(role="user", content=hb_task, name="system")
+                            await analyst.reply([msg])
+                            logger.info("[Heartbeat] %s heartbeat complete", analyst.name)
+                            continue
+            logger.debug("[Heartbeat] No HEARTBEAT.md for %s, skipping", analyst.name)
        except Exception as exc:
            logger.error("[Heartbeat] %s failed: %s", analyst.name, exc, exc_info=True)

@@ -160,6 +175,7 @@ async def run_backtest_cycle(gateway: Any, date: str, tickers: list[str]) -> Non
    await gateway.market_service.emit_market_open()

    await gateway.state_sync.on_cycle_start(date)
+    gateway._dashboard.update(date=date, status="Analyzing...")

    prices = gateway.market_service.get_open_prices()
    close_prices = gateway.market_service.get_close_prices()
@@ -184,24 +200,8 @@ async def run_live_cycle(gateway: Any, date: str, tickers: list[str]) -> None:
    trading_date = gateway.market_service.get_live_trading_date()
    logger.info("Live cycle: triggered=%s, trading_date=%s", date, trading_date)

-    try:
-        news_refresh = await asyncio.to_thread(
-            refresh_news_for_symbols,
-            tickers,
-            end_date=trading_date,
-            store=gateway.storage.market_store,
-        )
-        logger.info(
-            "News refresh complete: %s",
-            ", ".join(
-                f"{item['symbol']} news={item['news']}"
-                for item in news_refresh
-            ) or "no symbols",
-        )
-    except Exception as exc:
-        logger.warning("Live cycle news refresh failed: %s", exc)
-
    await gateway.state_sync.on_cycle_start(trading_date)
+    gateway._dashboard.update(date=trading_date, status="Analyzing...")

    market_caps = await get_market_caps(gateway, tickers, trading_date)
    schedule_mode = gateway.config.get("schedule_mode", "daily")
@@ -240,15 +240,17 @@ async def run_live_cycle(gateway: Any, date: str, tickers: list[str]) -> None:


 async def finalize_cycle(gateway: Any, date: str) -> None:
-    dashboard_snapshot = gateway.storage.build_dashboard_snapshot_from_state(gateway.state_sync.state)
-    summary = dashboard_snapshot.get("summary") or {}
+    summary = gateway.storage.load_file("summary") or {}
    if gateway.storage.is_live_session_active:
        summary.update(gateway.storage.get_live_returns())

    await gateway.state_sync.on_cycle_end(date, portfolio_summary=summary)
-    leaderboard = dashboard_snapshot.get("leaderboard") or []
+    holdings = gateway.storage.load_file("holdings") or []
+    trades = gateway.storage.load_file("trades") or []
+    leaderboard = gateway.storage.load_file("leaderboard") or []
    if leaderboard:
        await gateway.state_sync.on_leaderboard_update(leaderboard)
+    gateway._dashboard.update(date=date, status="Running", portfolio=summary, holdings=holdings, trades=trades)


 async def get_market_caps(gateway: Any, tickers: list[str], date: str) -> dict[str, float]:
@@ -263,8 +265,7 @@ 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)
-                market_cap = payload.get("market_cap")
+                market_cap = get_market_cap(ticker=ticker, end_date=date)
            market_caps[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)
@@ -309,16 +310,24 @@ def save_cycle_results(

 async def run_backtest_dates(gateway: Any, dates: list[str]) -> None:
    gateway.state_sync.set_backtest_dates(dates)
+    gateway._dashboard.update(days_total=len(dates), days_completed=0)
    await gateway.state_sync.on_system_message(f"Starting backtest - {len(dates)} trading days")
    try:
-        for date in dates:
+        for i, date in enumerate(dates):
+            gateway._dashboard.update(days_completed=i)
            await gateway.on_strategy_trigger(date=date)
            await asyncio.sleep(0.1)
        await gateway.state_sync.on_system_message(f"Backtest complete - {len(dates)} days")
+        summary = gateway.storage.load_file("summary") or {}
+        gateway._dashboard.update(status="Complete", portfolio=summary, days_completed=len(dates))
+        gateway._dashboard.stop()
+        gateway._dashboard.print_final_summary()
    except Exception as exc:
        error_msg = f"Backtest failed: {type(exc).__name__}: {str(exc)}"
        logger.error(error_msg, exc_info=True)
        asyncio.create_task(gateway.state_sync.on_system_message(error_msg))
+        gateway._dashboard.update(status=f"Failed: {str(exc)}")
+        gateway._dashboard.stop()
        raise
    finally:
        gateway._backtest_task = None
@@ -348,6 +357,7 @@ def set_backtest_dates(gateway: Any, dates: list[str]) -> None:
    if dates:
        gateway._backtest_start_date = dates[0]
        gateway._backtest_end_date = dates[-1]
+        gateway._dashboard.days_total = len(dates)


 def stop_gateway(gateway: Any) -> None:
@@ -359,14 +369,4 @@ def stop_gateway(gateway: Any) -> None:
        gateway._market_status_task.cancel()
    if gateway._watchlist_ingest_task:
        gateway._watchlist_ingest_task.cancel()
-    # Close OpenClaw WebSocket connection
-    if gateway._openclaw_ws:
-        import asyncio
-        try:
-            loop = asyncio.get_event_loop()
-            if loop.is_running():
-                loop.create_task(gateway._openclaw_ws.disconnect())
-            else:
-                loop.run_until_complete(gateway._openclaw_ws.disconnect())
-        except Exception:
-            pass
+    gateway._dashboard.stop()
--- a/backend/services/gateway_openclaw_handlers.py
+++ b/backend/services/gateway_openclaw_handlers.py
@@ -1,534 +0,0 @@
-# -*- coding: utf-8 -*-
-"""OpenClaw WebSocket handlers — gateway calls OpenClaw Gateway via WebSocket."""
-
-from __future__ import annotations
-
-import json
-import logging
-from typing import TYPE_CHECKING
-
-if TYPE_CHECKING:
-    from backend.services.gateway import Gateway
-
-logger = logging.getLogger(__name__)
-
-
-def _ensure_session_bridge(gateway) -> None:
-    """Forward OpenClaw session events into 大时代 frontend websockets."""
-    if getattr(gateway, "_openclaw_session_bridge_ready", False):
-        return
-
-    async def _forward(event) -> None:
-        payload = event.payload or {}
-        session_key = str(payload.get("sessionKey") or payload.get("key") or "").strip()
-        if not session_key:
-            return
-
-        subscriber_map = getattr(gateway, "_openclaw_session_subscribers", {})
-        targets = [
-            ws
-            for ws, session_keys in list(subscriber_map.items())
-            if session_key in session_keys
-        ]
-        if not targets:
-            return
-
-        message = json.dumps(
-            {
-                "type": "openclaw_session_event",
-                "event": event.event,
-                "session_key": session_key,
-                "payload": payload,
-            }
-        )
-        stale = []
-        for ws in targets:
-            try:
-                await ws.send(message)
-            except Exception:
-                stale.append(ws)
-
-        for ws in stale:
-            try:
-                subscriber_map.pop(ws, None)
-            except Exception:
-                pass
-
-    def _handler(event) -> None:
-        try:
-            import asyncio
-
-            asyncio.create_task(_forward(event))
-        except Exception as exc:
-            logger.debug("OpenClaw session bridge skipped event: %s", exc)
-
-    client = _get_ws_client(gateway)
-    client.add_event_handler(_handler)
-    gateway._openclaw_session_bridge_ready = True
-    gateway._openclaw_session_bridge_handler = _handler
-    if not hasattr(gateway, "_openclaw_session_subscribers"):
-        gateway._openclaw_session_subscribers = {}
-
-
-def _get_ws_client(gateway) -> "OpenClawWebSocketClient":
-    """Get the OpenClaw WebSocket client from gateway."""
-    from shared.client.openclaw_websocket_client import OpenClawWebSocketClient
-    client = gateway._openclaw_ws
-    if client is None:
-        raise RuntimeError("OpenClaw Gateway not connected")
-    return client
-
-
-async def _ws_call(gateway, method: str, params: dict | None = None) -> dict:
-    """Call OpenClaw Gateway via WebSocket and return result."""
-    try:
-        client = _get_ws_client(gateway)
-        return await client.call_method(method, params)
-    except Exception as exc:
-        logger.warning("OpenClaw Gateway call failed for %s: %s", method, exc)
-        return {"error": str(exc)[:200]}
-
-
-async def handle_get_openclaw_status(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "status")
-    await websocket.send(json.dumps({"type": "openclaw_status_loaded", "data": result}))
-
-
-async def handle_get_openclaw_sessions(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "sessions.list", {"limit": 50, "includeLastMessage": True})
-    await websocket.send(json.dumps({"type": "openclaw_sessions_loaded", "data": result}))
-
-
-async def handle_get_openclaw_session_detail(gateway, websocket, data: dict) -> None:
-    session_key = data.get("session_key", "")
-    result = await _ws_call(gateway, "sessions.list", {"limit": 200, "includeLastMessage": True})
-    session = None
-    if isinstance(result, dict):
-        for item in result.get("sessions", []) or []:
-            if not isinstance(item, dict):
-                continue
-            if item.get("key") == session_key or item.get("sessionKey") == session_key:
-                session = item
-                break
-    await websocket.send(json.dumps({
-        "type": "openclaw_session_detail_loaded",
-        "data": {"session": session, "error": None if session else f"session '{session_key}' not found"},
-        "session_key": session_key,
-    }))
-
-
-async def handle_get_openclaw_session_history(gateway, websocket, data: dict) -> None:
-    session_key = data.get("session_key", "")
-    limit = data.get("limit", 20)
-    try:
-        from backend.services.openclaw_cli import OpenClawCliService
-
-        result = OpenClawCliService().get_session_history_model(session_key, limit=limit)
-        payload = {
-            "session_key": result.session_key,
-            "session_id": result.session_id,
-            "history": result.events,
-            "events": result.events,
-            "raw_text": result.raw_text,
-        }
-    except Exception as exc:
-        payload = {"error": str(exc)[:200], "history": []}
-    await websocket.send(json.dumps({
-        "type": "openclaw_session_history_loaded",
-        "data": payload,
-        "session_key": session_key,
-    }))
-
-
-async def handle_openclaw_resolve_session(gateway, websocket, data: dict) -> None:
-    params = {}
-    agent_id = str(data.get("agent_id") or "").strip()
-    label = str(data.get("label") or "").strip()
-    channel = str(data.get("channel") or "").strip()
-    if agent_id:
-        params["agentId"] = agent_id
-    if label:
-        params["label"] = label
-    if channel:
-        params["channel"] = channel
-    params["includeGlobal"] = bool(data.get("include_global", True))
-    result = await _ws_call(gateway, "sessions.resolve", params)
-    await websocket.send(json.dumps({"type": "openclaw_session_resolved", "data": result}))
-
-
-async def handle_openclaw_create_session(gateway, websocket, data: dict) -> None:
-    params = {}
-    agent_id = str(data.get("agent_id") or "").strip()
-    label = str(data.get("label") or "").strip()
-    model = str(data.get("model") or "").strip()
-    initial_message = str(data.get("initial_message") or "").strip()
-    if agent_id:
-        params["agentId"] = agent_id
-    if label:
-        params["label"] = label
-    if model:
-        params["model"] = model
-    if initial_message:
-        params["message"] = initial_message
-    result = await _ws_call(gateway, "sessions.create", params)
-    await websocket.send(json.dumps({"type": "openclaw_session_created", "data": result}))
-
-
-async def handle_openclaw_send_message(gateway, websocket, data: dict) -> None:
-    session_key = str(data.get("session_key") or "").strip()
-    message = str(data.get("message") or "").strip()
-    thinking = str(data.get("thinking") or "").strip()
-    if not session_key or not message:
-        await websocket.send(
-            json.dumps(
-                {
-                    "type": "openclaw_message_sent",
-                    "data": {"error": "session_key and message are required"},
-                }
-            )
-        )
-        return
-
-    params = {"key": session_key, "message": message}
-    if thinking:
-        params["thinking"] = thinking
-    result = await _ws_call(gateway, "sessions.send", params)
-    await websocket.send(
-        json.dumps(
-            {
-                "type": "openclaw_message_sent",
-                "data": result,
-                "session_key": session_key,
-            }
-        )
-    )
-
-
-async def handle_openclaw_subscribe_session(gateway, websocket, data: dict) -> None:
-    session_key = str(data.get("session_key") or "").strip()
-    if not session_key:
-        await websocket.send(
-            json.dumps(
-                {
-                    "type": "openclaw_session_subscribed",
-                    "data": {"error": "session_key is required"},
-                }
-            )
-        )
-        return
-
-    _ensure_session_bridge(gateway)
-    result = await _ws_call(gateway, "sessions.messages.subscribe", {"key": session_key})
-    if not isinstance(result, dict) or not result.get("error"):
-        subscriber_map = getattr(gateway, "_openclaw_session_subscribers", {})
-        subscriber_map.setdefault(websocket, set()).add(session_key)
-        gateway._openclaw_session_subscribers = subscriber_map
-    await websocket.send(
-        json.dumps(
-            {
-                "type": "openclaw_session_subscribed",
-                "data": result,
-                "session_key": session_key,
-            }
-        )
-    )
-
-
-async def handle_openclaw_unsubscribe_session(gateway, websocket, data: dict) -> None:
-    session_key = str(data.get("session_key") or "").strip()
-    if not session_key:
-        await websocket.send(
-            json.dumps(
-                {
-                    "type": "openclaw_session_unsubscribed",
-                    "data": {"error": "session_key is required"},
-                }
-            )
-        )
-        return
-
-    result = await _ws_call(gateway, "sessions.messages.unsubscribe", {"key": session_key})
-    subscriber_map = getattr(gateway, "_openclaw_session_subscribers", {})
-    session_keys = subscriber_map.get(websocket)
-    if isinstance(session_keys, set):
-        session_keys.discard(session_key)
-        if not session_keys:
-            subscriber_map.pop(websocket, None)
-    gateway._openclaw_session_subscribers = subscriber_map
-    await websocket.send(
-        json.dumps(
-            {
-                "type": "openclaw_session_unsubscribed",
-                "data": result,
-                "session_key": session_key,
-            }
-        )
-    )
-
-
-async def handle_openclaw_reset_session(gateway, websocket, data: dict) -> None:
-    session_key = str(data.get("session_key") or "").strip()
-    if not session_key:
-        await websocket.send(
-            json.dumps(
-                {
-                    "type": "openclaw_session_reset",
-                    "data": {"error": "session_key is required"},
-                }
-            )
-        )
-        return
-
-    result = await _ws_call(gateway, "sessions.reset", {"key": session_key})
-    await websocket.send(
-        json.dumps(
-            {
-                "type": "openclaw_session_reset",
-                "data": result,
-                "session_key": session_key,
-            }
-        )
-    )
-
-
-async def handle_openclaw_delete_session(gateway, websocket, data: dict) -> None:
-    session_key = str(data.get("session_key") or "").strip()
-    if not session_key:
-        await websocket.send(
-            json.dumps(
-                {
-                    "type": "openclaw_session_deleted",
-                    "data": {"error": "session_key is required"},
-                }
-            )
-        )
-        return
-
-    result = await _ws_call(gateway, "sessions.delete", {"key": session_key})
-    await websocket.send(
-        json.dumps(
-            {
-                "type": "openclaw_session_deleted",
-                "data": result,
-                "session_key": session_key,
-            }
-        )
-    )
-
-
-async def handle_get_openclaw_cron(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "cron.list")
-    await websocket.send(json.dumps({"type": "openclaw_cron_loaded", "data": result}))
-
-
-async def handle_get_openclaw_approvals(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "exec.approvals.get")
-    await websocket.send(json.dumps({"type": "openclaw_approvals_loaded", "data": result}))
-
-
-async def handle_get_openclaw_agents(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "agents.list")
-    sessions_result = await _ws_call(
-        gateway,
-        "sessions.list",
-        {"limit": 200, "includeLastMessage": True},
-    )
-    config_result = await _ws_call(gateway, "config.get")
-    session_model_by_agent: dict[str, str] = {}
-    default_session_model: str | None = None
-    agent_skills_by_id: dict[str, list[str] | None] = {}
-    default_agent_skills: list[str] | None = None
-
-    parsed_config = config_result.get("parsed") if isinstance(config_result, dict) else None
-    if isinstance(parsed_config, dict):
-        agents_cfg = parsed_config.get("agents")
-        if isinstance(agents_cfg, dict):
-            defaults_cfg = agents_cfg.get("defaults")
-            if isinstance(defaults_cfg, dict):
-                default_skills = defaults_cfg.get("skills")
-                if isinstance(default_skills, list):
-                    default_agent_skills = [
-                        str(skill).strip()
-                        for skill in default_skills
-                        if str(skill).strip()
-                    ]
-            list_cfg = agents_cfg.get("list")
-            if isinstance(list_cfg, list):
-                for entry in list_cfg:
-                    if not isinstance(entry, dict):
-                        continue
-                    agent_id = str(entry.get("id") or "").strip()
-                    if not agent_id:
-                        continue
-                    skills = entry.get("skills")
-                    if isinstance(skills, list):
-                        agent_skills_by_id[agent_id] = [
-                            str(skill).strip()
-                            for skill in skills
-                            if str(skill).strip()
-                        ]
-                    elif skills == []:
-                        agent_skills_by_id[agent_id] = []
-
-    if isinstance(sessions_result, dict) and isinstance(sessions_result.get("sessions"), list):
-        defaults = sessions_result.get("defaults")
-        if isinstance(defaults, dict):
-            value = (
-                defaults.get("model")
-                or defaults.get("modelName")
-                or defaults.get("model_name")
-            )
-            if value:
-                default_session_model = str(value)
-        for session in sessions_result.get("sessions", []):
-            if not isinstance(session, dict):
-                continue
-            agent_id = str(
-                session.get("agentId")
-                or session.get("agent_id")
-                or ""
-            ).strip()
-            if not agent_id:
-                key = str(session.get("key") or session.get("sessionKey") or "").strip()
-                parts = key.split(":")
-                if len(parts) >= 3 and parts[0] == "agent":
-                    agent_id = parts[1]
-            model_value = (
-                session.get("model")
-                or session.get("modelName")
-                or session.get("model_name")
-                or session.get("resolvedModel")
-                or session.get("resolved_model")
-                or session.get("defaultModel")
-                or session.get("default_model")
-            )
-            if agent_id and model_value and agent_id not in session_model_by_agent:
-                session_model_by_agent[agent_id] = str(model_value)
-
-    if isinstance(result, dict) and isinstance(result.get("agents"), list):
-        normalized_agents = []
-        for agent in result.get("agents", []):
-            if not isinstance(agent, dict):
-                normalized_agents.append(agent)
-                continue
-            normalized = dict(agent)
-            if not normalized.get("model"):
-                normalized["model"] = (
-                    normalized.get("modelName")
-                    or normalized.get("model_name")
-                    or normalized.get("resolvedModel")
-                    or normalized.get("resolved_model")
-                    or normalized.get("defaultModel")
-                    or normalized.get("default_model")
-                    or session_model_by_agent.get(str(normalized.get("id") or "").strip())
-                    or default_session_model
-                )
-            agent_id = str(normalized.get("id") or "").strip()
-            if "skills" not in normalized:
-                normalized["skills"] = agent_skills_by_id.get(agent_id, default_agent_skills)
-            normalized_agents.append(normalized)
-        result = {**result, "agents": normalized_agents}
-    await websocket.send(json.dumps({"type": "openclaw_agents_loaded", "data": result}))
-
-
-async def handle_get_openclaw_agents_presence(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "node.list")
-    await websocket.send(json.dumps({"type": "openclaw_agents_presence_loaded", "data": result}))
-
-
-async def handle_get_openclaw_skills(gateway, websocket, data: dict) -> None:
-    agent_id = str(data.get("agent_id") or "").strip()
-    params = {"agentId": agent_id} if agent_id else {}
-    result = await _ws_call(gateway, "skills.status", params)
-    await websocket.send(json.dumps({"type": "openclaw_skills_loaded", "data": result}))
-
-
-async def handle_get_openclaw_models(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "models.list")
-    await websocket.send(json.dumps({"type": "openclaw_models_loaded", "data": result}))
-
-
-async def handle_get_openclaw_hooks(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "tools.catalog")
-    await websocket.send(json.dumps({"type": "openclaw_hooks_loaded", "data": result}))
-
-
-async def handle_get_openclaw_plugins(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "config.get")
-    await websocket.send(json.dumps({"type": "openclaw_plugins_loaded", "data": result}))
-
-
-async def handle_get_openclaw_secrets_audit(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "secrets.reload")
-    await websocket.send(json.dumps({"type": "openclaw_secrets_audit_loaded", "data": result}))
-
-
-async def handle_get_openclaw_security_audit(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "gateway.identity.get")
-    await websocket.send(json.dumps({"type": "openclaw_security_audit_loaded", "data": result}))
-
-
-async def handle_get_openclaw_daemon_status(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "doctor.memory.status")
-    await websocket.send(json.dumps({"type": "openclaw_daemon_status_loaded", "data": result}))
-
-
-async def handle_get_openclaw_pairing(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "device.pair.list")
-    await websocket.send(json.dumps({"type": "openclaw_pairing_loaded", "data": result}))
-
-
-async def handle_get_openclaw_qr(gateway, websocket, data: dict) -> None:
-    await websocket.send(json.dumps({"type": "openclaw_qr_loaded", "data": {"error": "QR code not available via WebSocket"}}))
-
-
-async def handle_get_openclaw_update_status(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "update.run")
-    await websocket.send(json.dumps({"type": "openclaw_update_status_loaded", "data": result}))
-
-
-async def handle_get_openclaw_models_aliases(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "models.list")
-    await websocket.send(json.dumps({"type": "openclaw_models_aliases_loaded", "data": result}))
-
-
-async def handle_get_openclaw_models_fallbacks(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "models.list")
-    await websocket.send(json.dumps({"type": "openclaw_models_fallbacks_loaded", "data": result}))
-
-
-async def handle_get_openclaw_models_image_fallbacks(gateway, websocket, data: dict) -> None:
-    result = await _ws_call(gateway, "models.list")
-    await websocket.send(json.dumps({"type": "openclaw_models_image_fallbacks_loaded", "data": result}))
-
-
-async def handle_get_openclaw_skill_update(gateway, websocket, data: dict) -> None:
-    slug = data.get("slug")
-    all_flag = data.get("all", False)
-    params = {}
-    if slug is not None:
-        params["slug"] = slug
-    if all_flag:
-        params["all"] = "true"
-    result = await _ws_call(gateway, "skills.update", params)
-    await websocket.send(json.dumps({"type": "openclaw_skill_update_loaded", "data": result}))
-
-
-async def handle_get_openclaw_workspace_files(gateway, websocket, data: dict) -> None:
-    raw_workspace = data.get("workspace", "")
-    # Use the workspace param (which is actually the agent.id from frontend) as agent_id
-    agent_id = raw_workspace or "main"
-    result = await _ws_call(gateway, "agents.files.list", {"agentId": agent_id})
-    if isinstance(result, dict):
-        result["workspace"] = agent_id
-    await websocket.send(json.dumps({"type": "openclaw_workspace_files_loaded", "data": result}))
-
-
-async def handle_get_openclaw_workspace_file(gateway, websocket, data: dict) -> None:
-    agent_id = data.get("agent_id", "main")
-    file_name = data.get("file_name", "")
-    if not file_name:
-        await websocket.send(json.dumps({"type": "openclaw_workspace_file_loaded", "data": {"error": "file_name is required"}}))
-        return
-    result = await _ws_call(gateway, "agents.files.get", {"agentId": agent_id, "name": file_name})
-    await websocket.send(json.dumps({"type": "openclaw_workspace_file_loaded", "data": result}))
--- a/backend/services/gateway_runtime_support.py
+++ b/backend/services/gateway_runtime_support.py
@@ -141,7 +141,7 @@ def apply_runtime_config(gateway: Any, runtime_config: dict[str, Any]) -> dict[s


 def sync_runtime_state(gateway: Any) -> None:
-    """Refresh persisted state after runtime config changes."""
+    """Refresh persisted state and dashboard after runtime config changes."""
    gateway.state_sync.update_state("tickers", gateway.config.get("tickers", []))
    gateway.state_sync.update_state(
        "runtime_config",
@@ -159,3 +159,16 @@ def sync_runtime_state(gateway: Any) -> None:

    gateway.storage.update_server_state_from_dashboard(gateway.state_sync.state)
    gateway.state_sync.save_state()
+
+    gateway._dashboard.tickers = list(gateway.config.get("tickers", []))
+    gateway._dashboard.initial_cash = gateway.storage.initial_cash
+    gateway._dashboard.enable_memory = bool(gateway.config.get("enable_memory", False))
+
+    summary = gateway.storage.load_file("summary") or {}
+    holdings = gateway.storage.load_file("holdings") or []
+    trades = gateway.storage.load_file("trades") or []
+    gateway._dashboard.update(
+        portfolio=summary,
+        holdings=holdings,
+        trades=trades,
+    )
--- a/backend/services/gateway_stock_handlers.py
+++ b/backend/services/gateway_stock_handlers.py
@@ -11,10 +11,9 @@ from typing import Any

 from backend.data.provider_utils import normalize_symbol
 from backend.domains import news as news_domain
-from backend.domains import trading as trading_domain
 from backend.enrich.news_enricher import enrich_news_for_symbol
 from backend.enrich.llm_enricher import llm_enrichment_enabled
-from backend.tools.data_tools import prices_to_df
+from backend.tools.data_tools import get_insider_trades, get_prices, prices_to_df
 from shared.client import NewsServiceClient, TradingServiceClient

 logger = logging.getLogger(__name__)
@@ -59,13 +58,12 @@ async def handle_get_stock_history(gateway: Any, websocket: Any, data: dict[str,
    if not prices:
        prices = await asyncio.to_thread(gateway.storage.market_store.get_ohlc, ticker, start_date, end_date)
        if not prices:
-            payload = await asyncio.to_thread(
-                trading_domain.get_prices_payload,
+            prices = await asyncio.to_thread(
+                get_prices,
                ticker=ticker,
                start_date=start_date,
                end_date=end_date,
            )
-            prices = payload.get("prices") or []
            usage_snapshot = gateway._provider_router.get_usage_snapshot()
            source = usage_snapshot.get("last_success", {}).get("prices")
            if prices:
@@ -152,7 +150,6 @@ async def handle_get_stock_news(gateway: Any, websocket: Any, data: dict[str, An
            start_date=start_date,
            end_date=end_date,
            limit=max(limit, 50),
-            refresh_if_stale=False,
        )
        news_rows = (payload.get("news") or [])[-limit:]
        source = "market_store"
@@ -203,7 +200,6 @@ async def handle_get_stock_news_for_date(gateway: Any, websocket: Any, data: dic
            ticker=ticker,
            date=trade_date,
            limit=limit,
-            refresh_if_stale=False,
        )
        news_rows = payload.get("news") or []
        source = "market_store"
@@ -257,7 +253,6 @@ async def handle_get_stock_news_timeline(gateway: Any, websocket: Any, data: dic
            ticker=ticker,
            start_date=start_date,
            end_date=end_date,
-            refresh_if_stale=False,
        )
        timeline = payload.get("timeline") or []

@@ -316,7 +311,6 @@ async def handle_get_stock_news_categories(gateway: Any, websocket: Any, data: d
            start_date=start_date,
            end_date=end_date,
            limit=200,
-            refresh_if_stale=False,
        )
        categories = payload.get("categories") or {}

@@ -365,7 +359,6 @@ async def handle_get_stock_range_explain(gateway: Any, websocket: Any, data: dic
            end_date=end_date,
            article_ids=article_ids if isinstance(article_ids, list) else None,
            limit=100,
-            refresh_if_stale=False,
        )
        result = payload.get("result")

@@ -405,14 +398,13 @@ async def handle_get_stock_insider_trades(gateway: Any, websocket: Any, data: di
        trades = response.insider_trades

    if not trades:
-        payload = await asyncio.to_thread(
-            trading_domain.get_insider_trades_payload,
+        trades = await asyncio.to_thread(
+            get_insider_trades,
            ticker=ticker,
            end_date=end_date,
            start_date=start_date if start_date else None,
            limit=limit,
        )
-        trades = payload.get("insider_trades") or []

    sorted_trades = sorted(trades, key=lambda t: t.transaction_date or "", reverse=True)
    formatted_trades = [{
@@ -545,12 +537,11 @@ async def handle_get_stock_technical_indicators(gateway: Any, websocket: Any, da
            prices = response.prices

        if prices is None:
-            payload = trading_domain.get_prices_payload(
+            prices = get_prices(
                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({
--- a/backend/services/market.py
+++ b/backend/services/market.py
@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 """
 Market Data Service
-Supports live and backtest modes
+Supports live, mock, and backtest modes
 """
 import asyncio
 import logging
@@ -10,7 +10,7 @@ from typing import Any, Callable, Dict, List, Optional
 from zoneinfo import ZoneInfo

 import pandas_market_calendars as mcal
-from backend.config.data_config import get_data_sources
+from backend.config.data_config import get_data_source
 from backend.data.provider_utils import normalize_symbol

 logger = logging.getLogger(__name__)
@@ -36,6 +36,7 @@ class MarketService:
        self,
        tickers: List[str],
        poll_interval: int = 10,
+        mock_mode: bool = False,
        backtest_mode: bool = False,
        api_key: Optional[str] = None,
        backtest_start_date: Optional[str] = None,
@@ -43,6 +44,7 @@ class MarketService:
    ):
        self.tickers = [normalize_symbol(ticker) for ticker in tickers]
        self.poll_interval = poll_interval
+        self.mock_mode = mock_mode
        self.backtest_mode = backtest_mode
        self.api_key = api_key
        self.backtest_start_date = backtest_start_date
@@ -67,6 +69,8 @@ class MarketService:
        """Return the active live quote provider for UI/debugging."""
        if self.backtest_mode:
            return "backtest"
+        if self.mock_mode:
+            return "mock"
        if self._price_manager and hasattr(self._price_manager, "provider"):
            provider = getattr(self._price_manager, "provider", None)
            if isinstance(provider, str) and provider.strip():
@@ -77,6 +81,8 @@ class MarketService:
    def mode_name(self) -> str:
        if self.backtest_mode:
            return "BACKTEST"
+        elif self.mock_mode:
+            return "MOCK"
        return "LIVE"

    async def start(self, broadcast_func: Callable):
@@ -90,6 +96,8 @@ class MarketService:

        if self.backtest_mode:
            self._start_backtest_mode()
+        elif self.mock_mode:
+            self._start_mock_mode()
        else:
            self._start_real_mode()

@@ -117,10 +125,26 @@ class MarketService:

        return callback

+    def _start_mock_mode(self):
+        from backend.data.mock_price_manager import MockPriceManager
+
+        self._price_manager = MockPriceManager(
+            poll_interval=self.poll_interval,
+            volatility=0.5,
+        )
+        self._price_manager.add_price_callback(self._make_price_callback())
+        self._price_manager.subscribe(
+            self.tickers,
+            base_prices={t: 100.0 for t in self.tickers},
+        )
+        self._price_manager.start()
+
    def _start_real_mode(self):
        from backend.data.polling_price_manager import PollingPriceManager

-        provider = self._resolve_live_quote_provider()
+        provider = get_data_source()
+        if provider == "local_csv":
+            provider = "yfinance"

        if provider == "finnhub" and not self.api_key:
            raise ValueError("API key required for live mode")
@@ -133,13 +157,6 @@ class MarketService:
        self._price_manager.subscribe(self.tickers)
        self._price_manager.start()

-    def _resolve_live_quote_provider(self) -> str:
-        """Pick the first configured provider that supports live quote polling."""
-        for provider in get_data_sources():
-            if provider in {"finnhub", "yfinance"}:
-                return provider
-        return "yfinance"
-
    def _start_backtest_mode(self):
        from backend.data.historical_price_manager import (
            HistoricalPriceManager,
@@ -240,6 +257,12 @@ class MarketService:
            if removed:
                self._price_manager.unsubscribe(removed)
            if added:
+                if self.mock_mode:
+                    self._price_manager.subscribe(
+                        added,
+                        base_prices={ticker: 100.0 for ticker in added},
+                    )
+                else:
                    self._price_manager.subscribe(added)

            if self.backtest_mode and self._current_date:
--- a/backend/services/openclaw_cli.py
+++ b/backend/services/openclaw_cli.py
@@ -1,754 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Thin service wrapper around the OpenClaw CLI."""
-
-from __future__ import annotations
-
-import json
-import os
-import shlex
-import shutil
-import subprocess
-import sys
-from dataclasses import dataclass
-from pathlib import Path
-from typing import Any
-
-from shared.models.openclaw import (
-    AgentSummary,
-    AgentsList,
-    ApprovalRequest,
-    ApprovalsList,
-    CronJob,
-    CronList,
-    DaemonStatus,
-    HookStatusEntry,
-    HookStatusReport,
-    ModelAliasesList,
-    ModelFallbacksList,
-    ModelRow,
-    ModelsList,
-    OpenClawStatus,
-    PairingListResponse,
-    PluginDiagnostic,
-    PluginRecord,
-    PluginsList,
-    QrCodeResponse,
-    SecretsAuditReport,
-    SecurityAuditResponse,
-    SecurityAuditReport,
-    SessionEntry,
-    SessionHistory,
-    SessionsList,
-    SkillStatusEntry,
-    SkillStatusReport,
-    SkillUpdateResult,
-    UpdateCheckResult,
-    UpdateStatusResponse,
-    normalize_agents,
-    normalize_approvals,
-    normalize_cron_jobs,
-    normalize_daemon_status,
-    normalize_hooks,
-    normalize_model_aliases,
-    normalize_model_fallbacks,
-    normalize_models,
-    normalize_pairing,
-    normalize_plugins,
-    normalize_qr,
-    normalize_security_audit,
-    normalize_secrets_audit,
-    normalize_session_history,
-    normalize_sessions,
-    normalize_skill_update,
-    normalize_skills,
-    normalize_status,
-    normalize_update_status,
-)
-
-
-PROJECT_ROOT = Path(__file__).resolve().parents[2]
-REFERENCE_OPENCLAW_ROOT = PROJECT_ROOT / "reference" / "openclaw"
-REFERENCE_OPENCLAW_ENTRY = REFERENCE_OPENCLAW_ROOT / "openclaw.mjs"
-
-
-class OpenClawCliError(RuntimeError):
-    """Raised when the OpenClaw CLI invocation fails."""
-
-    def __init__(
-        self,
-        message: str,
-        *,
-        command: list[str],
-        exit_code: int | None = None,
-        stdout: str = "",
-        stderr: str = "",
-    ) -> None:
-        super().__init__(message)
-        self.command = command
-        self.exit_code = exit_code
-        self.stdout = stdout
-        self.stderr = stderr
-
-
-@dataclass(frozen=True)
-class OpenClawCliResult:
-    """Command execution result."""
-
-    command: list[str]
-    exit_code: int
-    stdout: str
-    stderr: str
-
-
-def resolve_openclaw_base_command() -> list[str]:
-    """Resolve the command prefix used to launch OpenClaw."""
-    explicit = os.getenv("OPENCLAW_CMD", "").strip()
-    if explicit:
-        return shlex.split(explicit)
-
-    installed = shutil.which("openclaw")
-    if installed:
-        return [installed]
-
-    if REFERENCE_OPENCLAW_ENTRY.exists():
-        return [sys.executable if sys.executable.endswith("node") else "node", str(REFERENCE_OPENCLAW_ENTRY)]
-
-    return ["openclaw"]
-
-
-def resolve_openclaw_cwd() -> Path:
-    """Resolve the working directory for CLI execution."""
-    explicit = os.getenv("OPENCLAW_CWD", "").strip()
-    if explicit:
-        return Path(explicit).expanduser()
-    if REFERENCE_OPENCLAW_ROOT.exists():
-        return REFERENCE_OPENCLAW_ROOT
-    return PROJECT_ROOT
-
-
-class OpenClawCliService:
-    """OpenClaw CLI integration service."""
-
-    def __init__(
-        self,
-        *,
-        base_command: list[str] | None = None,
-        cwd: Path | None = None,
-        timeout_seconds: float | None = None,
-    ) -> None:
-        self.base_command = list(base_command or resolve_openclaw_base_command())
-        self.cwd = cwd or resolve_openclaw_cwd()
-        self.timeout_seconds = timeout_seconds or float(
-            os.getenv("OPENCLAW_TIMEOUT_SECONDS", "15")
-        )
-
-    def health(self) -> dict[str, Any]:
-        """Return the current CLI wiring state."""
-        binary = self.base_command[0] if self.base_command else "openclaw"
-        resolved = shutil.which(binary) if len(self.base_command) == 1 else binary
-        return {
-            "status": "healthy",
-            "service": "openclaw-service",
-            "base_command": self.base_command,
-            "cwd": str(self.cwd),
-            "binary_resolved": resolved is not None,
-            "reference_entry_available": REFERENCE_OPENCLAW_ENTRY.exists(),
-            "timeout_seconds": self.timeout_seconds,
-        }
-
-    def status(self) -> dict[str, Any]:
-        """Read `openclaw status --json`."""
-        return self.run_json(["status", "--json"])
-
-    def list_sessions(self) -> dict[str, Any]:
-        """Read `openclaw sessions --json`."""
-        return self.run_json(["sessions", "--json"])
-
-    def get_session(self, session_key: str) -> dict[str, Any]:
-        """Resolve a single session out of the sessions list."""
-        payload = self.list_sessions()
-        sessions = payload.get("sessions") or []
-        for item in sessions:
-            if not isinstance(item, dict):
-                continue
-            if item.get("key") == session_key or item.get("sessionKey") == session_key:
-                return item
-        raise KeyError(session_key)
-
-    def get_session_history(self, session_key: str, *, limit: int = 20) -> dict[str, Any]:
-        """Read session history with a JSON-first fallback to raw text."""
-        args = ["sessions", "history", session_key, "--json", "--limit", str(limit)]
-        try:
-            return self.run_json(args)
-        except OpenClawCliError as exc:
-            raise exc
-        except json.JSONDecodeError:
-            result = self.run(args)
-            return {
-                "sessionKey": session_key,
-                "limit": limit,
-                "rawText": result.stdout,
-            }
-
-    def list_cron_jobs(self) -> dict[str, Any]:
-        """Read `openclaw cron list --json`."""
-        return self.run_json(["cron", "list", "--json"])
-
-    def list_approvals(self) -> dict[str, Any]:
-        """Read `openclaw approvals get --json`."""
-        return self.run_json(["approvals", "get", "--json"])
-
-    def list_agents(self) -> dict[str, Any]:
-        """Read `openclaw agents list --json`."""
-        return self.run_json(["agents", "list", "--json"])
-
-    def list_skills(self) -> dict[str, Any]:
-        """Read `openclaw skills list --json`."""
-        return self.run_json(["skills", "list", "--json"])
-
-    def list_models(self) -> dict[str, Any]:
-        """Read `openclaw models list --json`."""
-        return self.run_json(["models", "list", "--json"])
-
-    def list_hooks(self) -> dict[str, Any]:
-        """Read `openclaw hooks list --json`."""
-        return self.run_json(["hooks", "list", "--json"])
-
-    def list_plugins(self) -> dict[str, Any]:
-        """Read `openclaw plugins list --json`."""
-        return self.run_json(["plugins", "list", "--json"])
-
-    def secrets_audit(self) -> dict[str, Any]:
-        """Read `openclaw secrets audit --json`."""
-        return self.run_json(["secrets", "audit", "--json"])
-
-    def security_audit(self) -> dict[str, Any]:
-        """Read `openclaw security audit --json`."""
-        return self.run_json(["security", "audit", "--json"])
-
-    def daemon_status(self) -> dict[str, Any]:
-        """Read `openclaw daemon status --json`."""
-        return self.run_json(["daemon", "status", "--json"])
-
-    def pairing_list(self) -> dict[str, Any]:
-        """Read `openclaw pairing list --json`."""
-        return self.run_json(["pairing", "list", "--json"])
-
-    def qr_code(self) -> dict[str, Any]:
-        """Read `openclaw qr --json`."""
-        return self.run_json(["qr", "--json"])
-
-    def update_status(self) -> dict[str, Any]:
-        """Read `openclaw update status --json`."""
-        return self.run_json(["update", "status", "--json"])
-
-    def list_model_aliases(self) -> dict[str, Any]:
-        """Read `openclaw models aliases list --json`."""
-        return self.run_json(["models", "aliases", "list", "--json"])
-
-    def list_model_fallbacks(self) -> dict[str, Any]:
-        """Read `openclaw models fallbacks list --json`."""
-        return self.run_json(["models", "fallbacks", "list", "--json"])
-
-    def list_model_image_fallbacks(self) -> dict[str, Any]:
-        """Read `openclaw models image-fallbacks list --json`."""
-        return self.run_json(["models", "image-fallbacks", "list", "--json"])
-
-    def skill_update(self, *, slug: str | None = None, all: bool = False) -> dict[str, Any]:
-        """Read `openclaw skills update --json`."""
-        args = ["skills", "update", "--json"]
-        if slug:
-            args.append(slug)
-        if all:
-            args.append("--all")
-        return self.run_json(args)
-
-    def models_status(self, *, probe: bool = False) -> dict[str, Any]:
-        """Read `openclaw models status --json [--probe]`."""
-        args = ["models", "status", "--json"]
-        if probe:
-            args.append("--probe")
-        return self.run_json(args)
-
-    def channels_status(self, *, probe: bool = False) -> dict[str, Any]:
-        """Read `openclaw channels status [--probe] --json`."""
-        args = ["channels", "status", "--json"]
-        if probe:
-            args.append("--probe")
-        return self.run_json(args)
-
-    def list_workspace_files(self, workspace_path: str) -> dict[str, Any]:
-        """List .md files in an OpenClaw agent workspace with their content.
-
-        Reads the workspace directory and returns metadata + content for each .md file.
-        """
-        import json
-        from pathlib import Path
-
-        wp = Path(workspace_path).expanduser().resolve()
-        if not wp.exists() or not wp.is_dir():
-            return {"workspace": str(wp), "files": [], "error": "workspace not found"}
-
-        md_files = sorted(wp.glob("*.md"))
-        files = []
-        for md_file in md_files:
-            try:
-                content = md_file.read_text(encoding="utf-8")
-                # Preview: first 300 chars
-                preview = content[:300].strip()
-                files.append({
-                    "name": md_file.name,
-                    "path": str(md_file),
-                    "size": len(content),
-                    "preview": preview,
-                    "previewTruncated": len(content) > 300,
-                })
-            except OSError as exc:
-                files.append({
-                    "name": md_file.name,
-                    "path": str(md_file),
-                    "size": 0,
-                    "preview": "",
-                    "error": str(exc),
-                })
-
-        return {"workspace": str(wp), "files": files}
-
-    def channels_list(self) -> dict[str, Any]:
-        """Read `openclaw channels list --json`."""
-        return self.run_json(["channels", "list", "--json"])
-
-    def hook_info(self, name: str) -> dict[str, Any]:
-        """Read `openclaw hooks info <name> --json`."""
-        args = ["hooks", "info", name, "--json"]
-        try:
-            return self.run_json(args)
-        except json.JSONDecodeError:
-            result = self.run(args)
-            return {"raw": result.stdout}
-
-    def hooks_check(self) -> dict[str, Any]:
-        """Read `openclaw hooks check --json`."""
-        return self.run_json(["hooks", "check", "--json"])
-
-    def plugins_inspect(self, *, plugin_id: str | None = None, all: bool = False) -> dict[str, Any]:
-        """Read `openclaw plugins inspect [--json] [--all]`."""
-        args = ["plugins", "inspect", "--json"]
-        if all:
-            args.append("--all")
-        elif plugin_id:
-            args.append(plugin_id)
-        return self.run_json(args)
-
-    # -------------------------------------------------------------------------
-    # Typed variants — these use Pydantic models and are the preferred path.
-    # -------------------------------------------------------------------------
-
-    def status_model(self) -> OpenClawStatus:
-        """Read and parse `openclaw status --json` into a typed model."""
-        raw = self.status()
-        return normalize_status(raw)
-
-    def list_sessions_model(self) -> SessionsList:
-        """Read and parse `openclaw sessions --json` into a typed model."""
-        raw = self.list_sessions()
-        return normalize_sessions(raw)
-
-    def get_session_model(self, session_key: str) -> SessionEntry:
-        """Resolve a single session and return a typed model."""
-        raw = self.get_session(session_key)
-        return SessionEntry.model_validate(raw, strict=False)
-
-    def get_session_history_model(self, session_key: str, *, limit: int = 20) -> SessionHistory:
-        """Read session history and return a typed model."""
-        raw = self.get_session_history(session_key, limit=limit)
-        return normalize_session_history(raw, session_key=session_key)
-
-    def list_cron_jobs_model(self) -> CronList:
-        """Read and parse `openclaw cron list --json` into a typed model."""
-        raw = self.list_cron_jobs()
-        return normalize_cron_jobs(raw)
-
-    def list_approvals_model(self) -> ApprovalsList:
-        """Read and parse `openclaw approvals get --json` into a typed model."""
-        raw = self.list_approvals()
-        return normalize_approvals(raw)
-
-    # -------------------------------------------------------------------------
-    # Typed variants
-    # -------------------------------------------------------------------------
-
-    def list_agents_model(self) -> AgentsList:
-        """Read and parse `openclaw agents list --json` into a typed model."""
-        raw = self.list_agents()
-        if isinstance(raw, list):
-            return AgentsList(agents=[AgentSummary.model_validate(a, strict=False) for a in raw if isinstance(a, dict)])
-        return normalize_agents(raw)
-
-    def list_skills_model(self) -> SkillStatusReport:
-        """Read and parse `openclaw skills list --json` into a typed model."""
-        raw = self.list_skills()
-        return normalize_skills(raw)
-
-    def list_models_model(self) -> ModelsList:
-        """Read and parse `openclaw models list --json` into a typed model."""
-        raw = self.list_models()
-        if isinstance(raw, list):
-            return ModelsList(models=[ModelRow.model_validate(m, strict=False) for m in raw if isinstance(m, dict)])
-        return normalize_models(raw)
-
-    def list_hooks_model(self) -> HookStatusReport:
-        raw = self.list_hooks()
-        return normalize_hooks(raw)
-
-    def list_plugins_model(self) -> PluginsList:
-        raw = self.list_plugins()
-        return normalize_plugins(raw)
-
-    def secrets_audit_model(self) -> SecretsAuditReport:
-        raw = self.secrets_audit()
-        return normalize_secrets_audit(raw)
-
-    def security_audit_model(self) -> SecurityAuditResponse:
-        raw = self.security_audit()
-        return normalize_security_audit(raw)
-
-    def daemon_status_model(self) -> DaemonStatus:
-        raw = self.daemon_status()
-        return normalize_daemon_status(raw)
-
-    def pairing_list_model(self) -> PairingListResponse:
-        raw = self.pairing_list()
-        return normalize_pairing(raw)
-
-    def qr_code_model(self) -> QrCodeResponse:
-        raw = self.qr_code()
-        return normalize_qr(raw)
-
-    def update_status_model(self) -> UpdateStatusResponse:
-        raw = self.update_status()
-        return normalize_update_status(raw)
-
-    def list_model_aliases_model(self) -> ModelAliasesList:
-        raw = self.list_model_aliases()
-        return normalize_model_aliases(raw)
-
-    def list_model_fallbacks_model(self) -> ModelFallbacksList:
-        raw = self.list_model_fallbacks()
-        return normalize_model_fallbacks(raw)
-
-    def list_model_image_fallbacks_model(self) -> ModelFallbacksList:
-        raw = self.list_model_image_fallbacks()
-        return normalize_model_fallbacks(raw)
-
-    def skill_update_model(self, *, slug: str | None = None, all: bool = False) -> SkillUpdateResult:
-        raw = self.skill_update(slug=slug, all=all)
-        return normalize_skill_update(raw)
-
-    def models_status_model(self, *, probe: bool = False) -> dict[str, Any]:
-        """Read `openclaw models status --json` and return the raw dict."""
-        return self.models_status(probe=probe)
-
-    def channels_status_model(self, *, probe: bool = False) -> dict[str, Any]:
-        """Read `openclaw channels status --json` and return the raw dict."""
-        return self.channels_status(probe=probe)
-
-    def channels_list_model(self) -> dict[str, Any]:
-        """Read `openclaw channels list --json` and return the raw dict."""
-        return self.channels_list()
-
-    def hook_info_model(self, name: str) -> dict[str, Any]:
-        """Read `openclaw hooks info <name> --json` and return the raw dict."""
-        return self.hook_info(name)
-
-    def hooks_check_model(self) -> dict[str, Any]:
-        """Read `openclaw hooks check --json` and return the raw dict."""
-        return self.hooks_check()
-
-    def plugins_inspect_model(self, *, plugin_id: str | None = None, all: bool = False) -> dict[str, Any]:
-        """Read `openclaw plugins inspect --json [--all]` and return the raw dict."""
-        return self.plugins_inspect(plugin_id=plugin_id, all=all)
-
-    def agents_bindings(self, *, agent: str | None = None) -> dict[str, Any]:
-        """Read `openclaw agents bindings --json [--agent <id>]`."""
-        args = ["agents", "bindings", "--json"]
-        if agent:
-            args.extend(["--agent", agent])
-        return self.run_json(args)
-
-    def agents_bindings_model(self, *, agent: str | None = None) -> dict[str, Any]:
-        """Read `openclaw agents bindings --json` and return the raw dict."""
-        return self.agents_bindings(agent=agent)
-
-    def agents_presence(self) -> dict[str, Any]:
-        """Read session presence for all agents from runtime session files.
-
-        Reads ~/.openclaw/agents/{agentId}/sessions/sessions.json for each agent
-        and counts sessions in active states within a recency window.
-        """
-        import json
-        from pathlib import Path
-
-        openclaw_home = Path.home() / ".openclaw"
-        agents_path = openclaw_home / "agents"
-
-        if not agents_path.exists():
-            return {"status": "not_connected", "agents": {}}
-
-        ACTIVE_STATES = {
-            "running", "active", "busy", "blocked", "waiting_approval",
-            "working", "in_progress", "processing", "thinking", "executing", "streaming",
-        }
-
-        RECENCY_WINDOW_MS = 45 * 60 * 1000  # 45 minutes
-
-        result: dict[str, Any] = {"status": "connected", "agents": {}}
-
-        try:
-            for agent_dir in agents_path.iterdir():
-                if not agent_dir.is_dir():
-                    continue
-                sessions_file = agent_dir / "sessions" / "sessions.json"
-                if not sessions_file.exists():
-                    continue
-
-                try:
-                    sessions_data = json.loads(sessions_file.read_text())
-                except (json.JSONDecodeError, OSError):
-                    continue
-
-                sessions = sessions_data if isinstance(sessions_data, list) else []
-                now_ms = 0  # placeholder; we'll skip recency check if no ts field
-
-                active_count = 0
-                for session in sessions:
-                    if not isinstance(session, dict):
-                        continue
-                    state = str(session.get("state") or session.get("status") or "").lower()
-                    if state in ACTIVE_STATES:
-                        active_count += 1
-
-                if active_count > 0:
-                    result["agents"][agent_dir.name] = {
-                        "activeSessions": active_count,
-                        "status": "active",
-                    }
-                else:
-                    result["agents"][agent_dir.name] = {
-                        "activeSessions": 0,
-                        "status": "idle",
-                    }
-        except OSError:
-            result["status"] = "partial"
-
-        return result
-
-    def agents_from_config(self) -> dict[str, Any]:
-        """Read agent list directly from openclaw.json config file.
-
-        Falls back to scanning ~/.openclaw/agents/ directories when config is absent.
-        This avoids the CLI timeout from `agents list --json`.
-        """
-        import json
-
-        openclaw_home = Path.home() / ".openclaw"
-        config_path = openclaw_home / "openclaw.json"
-
-        if not config_path.exists():
-            return {"status": "not_connected", "agents": []}
-
-        try:
-            raw = json.loads(config_path.read_text())
-        except (json.JSONDecodeError, OSError):
-            return {"status": "partial", "agents": []}
-
-        agents_list = raw.get("agents", {}).get("list", [])
-        if not agents_list:
-            return {"status": "partial", "agents": [], "detail": "agents.list is empty"}
-
-        agents = []
-        for entry in agents_list:
-            if not isinstance(entry, dict):
-                continue
-            agent_id = entry.get("id", "").strip()
-            if not agent_id:
-                continue
-            agents.append({
-                "id": agent_id,
-                "name": entry.get("name", "").strip() or agent_id,
-                "model": entry.get("model") or "",
-                "workspace": entry.get("workspace") or "",
-                "is_default": entry.get("id") == raw.get("agents", {}).get("defaults", {}).get("id"),
-            })
-
-        return {"status": "connected", "agents": agents}
-
-    def gateway_status(self, *, url: str | None = None, token: str | None = None) -> dict[str, Any]:
-        """Read `openclaw gateway status --json [--url <url>] [--token <token>]`. May fail if gateway is unreachable."""
-        args = ["gateway", "status", "--json"]
-        if url:
-            args.extend(["--url", url])
-        if token:
-            args.extend(["--token", token])
-        return self.run_json(args)
-
-    def memory_status(self, *, agent: str | None = None, deep: bool = False) -> dict[str, Any]:
-        """Read `openclaw memory status --json [--agent <id>] [--deep]`. Returns array of per-agent status."""
-        args = ["memory", "status", "--json"]
-        if agent:
-            args.extend(["--agent", agent])
-        if deep:
-            args.append("--deep")
-        return self.run_json(args)
-
-    # -------------------------------------------------------------------------
-    # Write agents commands
-    # -------------------------------------------------------------------------
-
-    def agents_add(
-        self,
-        name: str,
-        *,
-        workspace: str | None = None,
-        model: str | None = None,
-        agent_dir: str | None = None,
-        bind: list[str] | None = None,
-        non_interactive: bool = False,
-    ) -> dict[str, Any]:
-        """Run `openclaw agents add <name> [--workspace <dir>] [--model <id>] [--agent-dir <dir>] [--bind <spec>] [--non-interactive] --json`."""
-        args = ["agents", "add", name, "--json"]
-        if workspace:
-            args.extend(["--workspace", workspace])
-        if model:
-            args.extend(["--model", model])
-        if agent_dir:
-            args.extend(["--agent-dir", agent_dir])
-        if bind:
-            for b in bind:
-                args.extend(["--bind", b])
-        if non_interactive:
-            args.append("--non-interactive")
-        return self.run_json(args)
-
-    def agents_delete(self, id: str, *, force: bool = False) -> dict[str, Any]:
-        """Run `openclaw agents delete <id> [--force] --json`."""
-        args = ["agents", "delete", id, "--json"]
-        if force:
-            args.append("--force")
-        return self.run_json(args)
-
-    def agents_bind(
-        self,
-        *,
-        agent: str | None = None,
-        bind: list[str] | None = None,
-    ) -> dict[str, Any]:
-        """Run `openclaw agents bind [--agent <id>] [--bind <spec>] --json`."""
-        args = ["agents", "bind", "--json"]
-        if agent:
-            args.extend(["--agent", agent])
-        if bind:
-            for b in bind:
-                args.extend(["--bind", b])
-        return self.run_json(args)
-
-    def agents_unbind(
-        self,
-        *,
-        agent: str | None = None,
-        bind: list[str] | None = None,
-        all: bool = False,
-    ) -> dict[str, Any]:
-        """Run `openclaw agents unbind [--agent <id>] [--bind <spec>] [--all] --json`."""
-        args = ["agents", "unbind", "--json"]
-        if agent:
-            args.extend(["--agent", agent])
-        if bind:
-            for b in bind:
-                args.extend(["--bind", b])
-        if all:
-            args.append("--all")
-        return self.run_json(args)
-
-    def agents_set_identity(
-        self,
-        *,
-        agent: str | None = None,
-        workspace: str | None = None,
-        identity_file: str | None = None,
-        name: str | None = None,
-        emoji: str | None = None,
-        theme: str | None = None,
-        avatar: str | None = None,
-        from_identity: bool = False,
-    ) -> dict[str, Any]:
-        """Run `openclaw agents set-identity [--agent <id>] [--workspace <dir>] [--identity-file <path>] [--from-identity] [--name <n>] [--emoji <e>] [--theme <t>] [--avatar <a>] --json`."""
-        args = ["agents", "set-identity", "--json"]
-        if agent:
-            args.extend(["--agent", agent])
-        if workspace:
-            args.extend(["--workspace", workspace])
-        if identity_file:
-            args.extend(["--identity-file", identity_file])
-        if from_identity:
-            args.append("--from-identity")
-        if name:
-            args.extend(["--name", name])
-        if emoji:
-            args.extend(["--emoji", emoji])
-        if theme:
-            args.extend(["--theme", theme])
-        if avatar:
-            args.extend(["--avatar", avatar])
-        return self.run_json(args)
-
-    def run_json(self, args: list[str]) -> dict[str, Any]:
-        """Run the CLI and decode JSON stdout, falling back to stderr."""
-        result = self.run(args)
-        text = result.stdout.strip() or result.stderr.strip()
-        if not text:
-            return {}
-        return json.loads(text)
-
-    def run(self, args: list[str]) -> OpenClawCliResult:
-        """Run the CLI and return stdout/stderr."""
-        command = [*self.base_command, *args]
-        env = os.environ.copy()
-        try:
-            completed = subprocess.run(
-                command,
-                cwd=self.cwd,
-                env=env,
-                capture_output=True,
-                text=True,
-                timeout=self.timeout_seconds,
-                check=False,
-            )
-        except FileNotFoundError as exc:
-            raise OpenClawCliError(
-                "OpenClaw CLI executable was not found.",
-                command=command,
-            ) from exc
-        except subprocess.TimeoutExpired as exc:
-            raise OpenClawCliError(
-                f"OpenClaw CLI timed out after {self.timeout_seconds:.1f}s.",
-                command=command,
-                stdout=exc.stdout or "",
-                stderr=exc.stderr or "",
-            ) from exc
-
-        if completed.returncode != 0:
-            raise OpenClawCliError(
-                "OpenClaw CLI command failed.",
-                command=command,
-                exit_code=completed.returncode,
-                stdout=completed.stdout,
-                stderr=completed.stderr,
-            )
-
-        return OpenClawCliResult(
-            command=command,
-            exit_code=completed.returncode,
-            stdout=completed.stdout,
-            stderr=completed.stderr,
-        )
--- a/backend/services/storage.py
+++ b/backend/services/storage.py
@@ -11,6 +11,7 @@ from pathlib import Path
 from typing import Any, Dict, List, Optional

 from backend.data.market_store import MarketStore
+from .research_db import ResearchDb
 from .runtime_db import RuntimeDb

 logger = logging.getLogger(__name__)
@@ -21,25 +22,19 @@ class StorageService:
    Storage service for data persistence

    Responsibilities:
-    1. Export dashboard JSON files
+    1. Load/save dashboard JSON files
        (summary, holdings, stats, trades, leaderboard)
    2. Load/save internal state (_internal_state.json)
    3. Load/save server state (server_state.json) with feed history
    4. Manage portfolio state persistence
    5. Support loading from saved state to resume execution
-
-    Notes:
-    - team_dashboard/*.json is treated as an export/compatibility layer
-      rather than the authoritative runtime source of truth.
-    - authoritative runtime reads should prefer in-memory state, server_state,
-      runtime.db, and market_research.db.
    """

    def __init__(
        self,
        dashboard_dir: Path,
        initial_cash: float = 100000.0,
-        config_name: str = "live",
+        config_name: str = "mock",
    ):
        """
        Initialize storage service
@@ -54,7 +49,7 @@ class StorageService:
        self.initial_cash = initial_cash
        self.config_name = config_name

-        # Dashboard export file paths
+        # Dashboard file paths
        self.files = {
            "summary": self.dashboard_dir / "summary.json",
            "holdings": self.dashboard_dir / "holdings.json",
@@ -71,6 +66,7 @@ class StorageService:
        self.state_dir.mkdir(parents=True, exist_ok=True)
        self.server_state_file = self.state_dir / "server_state.json"
        self.runtime_db = RuntimeDb(self.state_dir / "runtime.db")
+        self.research_db = ResearchDb(self.state_dir / "research.db")
        self.market_store = MarketStore()

        # Feed history (for agent messages)
@@ -88,8 +84,16 @@ class StorageService:

        logger.info(f"Storage service initialized: {self.dashboard_dir}")

-    def load_export_file(self, file_type: str) -> Optional[Any]:
-        """Load dashboard export JSON file."""
+    def load_file(self, file_type: str) -> Optional[Any]:
+        """
+        Load dashboard JSON file
+
+        Args:
+            file_type: One of: summary, holdings, stats, trades, leaderboard
+
+        Returns:
+            Loaded data or None if file doesn't exist
+        """
        file_path = self.files.get(file_type)
        if not file_path or not file_path.exists():
            return None
@@ -101,12 +105,14 @@ class StorageService:
            logger.error(f"Failed to load {file_type}.json: {e}")
            return None

-    def load_file(self, file_type: str) -> Optional[Any]:
-        """Backward-compatible alias for export-layer JSON reads."""
-        return self.load_export_file(file_type)
+    def save_file(self, file_type: str, data: Any):
+        """
+        Save dashboard JSON file

-    def save_export_file(self, file_type: str, data: Any):
-        """Save dashboard export JSON file."""
+        Args:
+            file_type: One of: summary, holdings, stats, trades, leaderboard
+            data: Data to save
+        """
        file_path = self.files.get(file_type)
        if not file_path:
            logger.error(f"Unknown file type: {file_type}")
@@ -123,48 +129,6 @@ class StorageService:
        except Exception as e:
            logger.error(f"Failed to save {file_type}.json: {e}")

-    def save_file(self, file_type: str, data: Any):
-        """Backward-compatible alias for export-layer JSON writes."""
-        self.save_export_file(file_type, data)
-
-    def build_dashboard_snapshot_from_state(
-        self,
-        state: Optional[Dict[str, Any]] = None,
-    ) -> Dict[str, Any]:
-        """Build dashboard view data from runtime state instead of JSON exports."""
-        runtime_state = state or self.load_server_state()
-        portfolio = dict(runtime_state.get("portfolio") or {})
-        holdings = list(runtime_state.get("holdings") or [])
-        stats = runtime_state.get("stats") or self._get_default_stats()
-        trades = list(runtime_state.get("trades") or [])
-        leaderboard = list(runtime_state.get("leaderboard") or [])
-
-        summary = {
-            "totalAssetValue": portfolio.get("total_value", self.initial_cash),
-            "totalReturn": portfolio.get("pnl_percent", 0.0),
-            "cashPosition": portfolio.get("cash", self.initial_cash),
-            "tickerWeights": stats.get("tickerWeights", {}),
-            "totalTrades": len(trades),
-            "pnlPct": portfolio.get("pnl_percent", 0.0),
-            "balance": portfolio.get("total_value", self.initial_cash),
-            "equity": portfolio.get("equity", []),
-            "baseline": portfolio.get("baseline", []),
-            "baseline_vw": portfolio.get("baseline_vw", []),
-            "momentum": portfolio.get("momentum", []),
-            "equity_return": portfolio.get("equity_return", []),
-            "baseline_return": portfolio.get("baseline_return", []),
-            "baseline_vw_return": portfolio.get("baseline_vw_return", []),
-            "momentum_return": portfolio.get("momentum_return", []),
-        }
-
-        return {
-            "summary": summary,
-            "holdings": holdings,
-            "stats": stats,
-            "trades": trades,
-            "leaderboard": leaderboard,
-        }
-
    def check_file_updates(self) -> Dict[str, bool]:
        """
        Check which dashboard files have been updated since last check
@@ -333,7 +297,7 @@ class StorageService:
    def initialize_empty_dashboard(self):
        """Initialize empty dashboard files with default values"""
        # Summary
-        self.save_export_file(
+        self.save_file(
            "summary",
            {
                "totalAssetValue": self.initial_cash,
@@ -351,10 +315,10 @@ class StorageService:
        )

        # Holdings
-        self.save_export_file("holdings", [])
+        self.save_file("holdings", [])

        # Stats
-        self.save_export_file(
+        self.save_file(
            "stats",
            {
                "totalAssetValue": self.initial_cash,
@@ -371,7 +335,7 @@ class StorageService:
        )

        # Trades
-        self.save_export_file("trades", [])
+        self.save_file("trades", [])

        # Leaderboard with model info
        self.generate_leaderboard()
@@ -411,7 +375,7 @@ class StorageService:
                ranking_entries.append(entry)

        leaderboard = team_entries + ranking_entries
-        self.save_export_file("leaderboard", leaderboard)
+        self.save_file("leaderboard", leaderboard)
        logger.info("Leaderboard generated with model info")

    def update_leaderboard_model_info(self):
@@ -434,7 +398,7 @@ class StorageService:
                entry["modelName"] = model_name
                entry["modelProvider"] = model_provider

-        self.save_export_file("leaderboard", existing)
+        self.save_file("leaderboard", existing)
        logger.info("Leaderboard model info updated")

    def get_current_timestamp_ms(self, date: str = None) -> int:
@@ -689,7 +653,7 @@ class StorageService:
            "momentum": state.get("momentum_history", []),
        }

-        self.save_export_file("summary", summary)
+        self.save_file("summary", summary)

    def _generate_holdings(
        self,
@@ -751,7 +715,7 @@ class StorageService:
        # Sort by weight
        holdings.sort(key=lambda x: abs(x["weight"]), reverse=True)

-        self.save_export_file("holdings", holdings)
+        self.save_file("holdings", holdings)

    def _generate_stats(self, state: Dict[str, Any], net_value: float):
        """Generate stats.json"""
@@ -774,7 +738,7 @@ class StorageService:
            },
        }

-        self.save_export_file("stats", stats)
+        self.save_file("stats", stats)

    def _generate_trades(self, state: Dict[str, Any]):
        """Generate trades.json"""
@@ -800,7 +764,7 @@ class StorageService:
                },
            )

-        self.save_export_file("trades", trades)
+        self.save_file("trades", trades)

    # Server State Management Methods

@@ -1037,12 +1001,12 @@ class StorageService:
        Args:
            state: Server state dictionary to update
        """
-        dashboard_snapshot = self.build_dashboard_snapshot_from_state(state)
-        summary = dashboard_snapshot.get("summary") or {}
-        holdings = dashboard_snapshot.get("holdings") or []
-        stats = dashboard_snapshot.get("stats") or self._get_default_stats()
-        trades = dashboard_snapshot.get("trades") or []
-        leaderboard = dashboard_snapshot.get("leaderboard") or []
+        # Load dashboard data
+        summary = self.load_file("summary") or {}
+        holdings = self.load_file("holdings") or []
+        stats = self.load_file("stats") or self._get_default_stats()
+        trades = self.load_file("trades") or []
+        leaderboard = self.load_file("leaderboard") or []
        internal_state = self.load_internal_state()

        # Update state
@@ -1076,6 +1040,7 @@ class StorageService:
        Start tracking live returns for current trading session.
        Captures current values as session start baseline.
        """
+        summary = self.load_file("summary") or {}
        state = self.load_internal_state()

        # Capture current values as session start
@@ -1087,7 +1052,7 @@ class StorageService:
        self._session_start_equity = (
            equity_history[-1]["v"]
            if equity_history
-            else self.initial_cash
+            else summary.get("totalAssetValue", self.initial_cash)
        )
        self._session_start_baseline = (
            baseline_history[-1]["v"]
--- a/backend/tests/test_agent_service_app.py
+++ b/backend/tests/test_agent_service_app.py
@@ -6,7 +6,6 @@ from pathlib import Path
 from fastapi.testclient import TestClient

 from backend.apps.agent_service import create_app
-from backend.api import agents as agents_module


 def test_agent_service_routes_include_control_plane_endpoints(tmp_path):
@@ -26,79 +25,3 @@ def test_agent_service_excludes_runtime_routes(tmp_path):

    assert "/api/runtime/start" not in paths
    assert "/api/runtime/gateway/port" not in paths
-
-
-def test_agent_service_read_routes(monkeypatch, tmp_path):
-    class _FakeSkillsManager:
-        project_root = tmp_path
-
-        def get_agent_asset_dir(self, config_name, agent_id):
-            return tmp_path / "runs" / config_name / "agents" / agent_id
-
-        def resolve_agent_skill_names(self, config_name, agent_id, default_skills=None):
-            return ["demo_skill"]
-
-        def list_agent_skill_catalog(self, config_name, agent_id):
-            return [
-                type(
-                    "Skill",
-                    (),
-                    {
-                        "skill_name": "demo_skill",
-                        "name": "Demo Skill",
-                        "description": "demo",
-                        "version": "1.0.0",
-                        "source": "builtin",
-                        "tools": [],
-                    },
-                )()
-            ]
-
-        def load_agent_skill_document(self, config_name, agent_id, skill_name):
-            return {"skill_name": skill_name, "content": "# demo"}
-
-    class _FakeWorkspaceManager:
-        def load_agent_file(self, config_name, agent_id, filename):
-            return f"{config_name}:{agent_id}:{filename}"
-
-    monkeypatch.setattr(agents_module, "load_agent_profiles", lambda: {"portfolio_manager": {"skills": ["demo_skill"]}})
-    monkeypatch.setattr(agents_module, "get_agent_model_info", lambda agent_id: ("deepseek-v3.2", "DASHSCOPE"))
-    monkeypatch.setattr(
-        agents_module,
-        "load_agent_workspace_config",
-        lambda path: type(
-            "Cfg",
-            (),
-            {
-                "active_tool_groups": ["portfolio_ops"],
-                "disabled_tool_groups": [],
-                "enabled_skills": [],
-                "disabled_skills": [],
-                "prompt_files": ["SOUL.md", "MEMORY.md"],
-            },
-        )(),
-    )
-    monkeypatch.setattr(
-        agents_module,
-        "get_bootstrap_config_for_run",
-        lambda project_root, config_name: type("Bootstrap", (), {"agent_override": lambda self, agent_id: {}})(),
-    )
-
-    app = create_app(project_root=tmp_path)
-    app.dependency_overrides[agents_module.get_skills_manager] = lambda: _FakeSkillsManager()
-    app.dependency_overrides[agents_module.get_workspace_manager] = lambda: _FakeWorkspaceManager()
-
-    with TestClient(app) as client:
-        profile = client.get("/api/workspaces/demo/agents/portfolio_manager/profile")
-        skills = client.get("/api/workspaces/demo/agents/portfolio_manager/skills")
-        detail = client.get("/api/workspaces/demo/agents/portfolio_manager/skills/demo_skill")
-        workspace_file = client.get("/api/workspaces/demo/agents/portfolio_manager/files/MEMORY.md")
-
-    assert profile.status_code == 200
-    assert profile.json()["profile"]["model_name"] == "deepseek-v3.2"
-    assert skills.status_code == 200
-    assert skills.json()["skills"][0]["skill_name"] == "demo_skill"
-    assert detail.status_code == 200
-    assert detail.json()["skill"]["content"] == "# demo"
-    assert workspace_file.status_code == 200
-    assert workspace_file.json()["content"] == "demo:portfolio_manager:MEMORY.md"
--- a/backend/tests/test_agent_workspace.py
+++ b/backend/tests/test_agent_workspace.py
@@ -13,7 +13,7 @@ class _DummyToolkit:
        return ""


-def test_workspace_manager_creates_core_agent_files(tmp_path):
+def test_workspace_manager_creates_extended_agent_files(tmp_path):
    manager = WorkspaceManager(project_root=tmp_path)

    manager.initialize_default_assets(
@@ -27,7 +27,7 @@ def test_workspace_manager_creates_core_agent_files(tmp_path):
    assert (asset_dir / "PROFILE.md").exists()
    assert (asset_dir / "AGENTS.md").exists()
    assert (asset_dir / "MEMORY.md").exists()
-    assert (asset_dir / "POLICY.md").exists()
+    assert (asset_dir / "HEARTBEAT.md").exists()
    assert (asset_dir / "agent.yaml").exists()
    assert (asset_dir / "skills" / "installed").is_dir()
    assert (asset_dir / "skills" / "active").is_dir()
@@ -35,22 +35,6 @@ def test_workspace_manager_creates_core_agent_files(tmp_path):
    assert (asset_dir / "skills" / "local").is_dir()


-def test_workspace_manager_seeds_risk_prompt_content(tmp_path):
-    manager = WorkspaceManager(project_root=tmp_path)
-    manager.initialize_default_assets(
-        config_name="demo",
-        agent_ids=["risk_manager"],
-        analyst_personas={},
-    )
-
-    asset_dir = tmp_path / "runs" / "demo" / "agents" / "risk_manager"
-    soul = (asset_dir / "SOUL.md").read_text(encoding="utf-8")
-    guide = (asset_dir / "AGENTS.md").read_text(encoding="utf-8")
-
-    assert "风险管理经理" in soul
-    assert "优先使用可用的风险工具量化集中度" in guide
-
-
 def test_agent_workspace_config_controls_prompt_files(tmp_path, monkeypatch):
    manager = WorkspaceManager(project_root=tmp_path)
    manager.initialize_default_assets(
@@ -88,32 +72,6 @@ def test_agent_workspace_config_controls_prompt_files(tmp_path, monkeypatch):
    assert "profile-line" not in prompt


-def test_prompt_is_built_from_workspace_defaults_without_system_templates(tmp_path, monkeypatch):
-    manager = WorkspaceManager(project_root=tmp_path)
-    manager.initialize_default_assets(
-        config_name="demo",
-        agent_ids=["portfolio_manager"],
-        analyst_personas={},
-    )
-
-    from backend.agents import prompt_factory
-
-    monkeypatch.setattr(
-        prompt_factory,
-        "SkillsManager",
-        lambda: SkillsManager(project_root=tmp_path),
-    )
-
-    prompt = build_agent_system_prompt(
-        agent_id="portfolio_manager",
-        config_name="demo",
-        toolkit=_DummyToolkit(),
-    )
-
-    assert "投资组合经理" in prompt
-    assert "使用 `make_decision` 工具记录每个股票的最终决策" in prompt
-
-
 def test_skills_manager_applies_agent_level_skill_toggles(tmp_path):
    builtin_root = tmp_path / "backend" / "skills" / "builtin"
    for skill_name in ("risk_review", "extra_guard"):
--- a/backend/tests/test_agents.py
+++ b/backend/tests/test_agents.py
@@ -311,17 +311,6 @@ class TestRiskAgent:


 class TestStorageService:
-    def test_storage_service_defaults_to_live_config(self):
-        from backend.services.storage import StorageService
-
-        with tempfile.TemporaryDirectory() as tmpdir:
-            storage = StorageService(
-                dashboard_dir=Path(tmpdir),
-                initial_cash=100000.0,
-            )
-
-            assert storage.config_name == "live"
-
    def test_calculate_portfolio_value_cash_only(self):
        from backend.services.storage import StorageService

--- a/backend/tests/test_cli.py
+++ b/backend/tests/test_cli.py
@@ -34,6 +34,7 @@ def test_live_runs_incremental_market_store_update_before_start(monkeypatch, tmp
    monkeypatch.setattr(cli.subprocess, "run", fake_run)

    cli.live(
+        mock=False,
        config_name="smoke_fullstack",
        host="0.0.0.0",
        port=8765,
--- a/backend/tests/test_gateway.py
+++ b/backend/tests/test_gateway.py
@@ -0,0 +1,549 @@
+# -*- coding: utf-8 -*-
+"""Tests for the Gateway main class - core behavior and fallback paths."""
+
+import json
+from types import SimpleNamespace
+from unittest.mock import AsyncMock, MagicMock, patch
+
+import pytest
+
+from backend.services.gateway import Gateway
+import backend.services.gateway as gateway_module
+
+
+class DummyWebSocket:
+    def __init__(self):
+        self.messages = []
+        self.closed = False
+        self._queue = []
+
+    def queue(self, data: str):
+        """Queue a raw message string to be yielded by the async iterator."""
+        self._queue.append(data)
+
+    def __aiter__(self):
+        return self
+
+    async def __anext__(self):
+        if not self._queue:
+            raise StopAsyncIteration
+        return self._queue.pop(0)
+
+    async def send(self, payload: str):
+        self.messages.append(json.loads(payload))
+
+    async def close(self):
+        self.closed = True
+
+
+class DummyStateSync:
+    def __init__(self, current_date="2026-03-16"):
+        self.state = {"current_date": current_date}
+        self.system_messages = []
+        self.saved = False
+        self.initial_state_payload = {}
+
+    def set_broadcast_fn(self, _fn):
+        return None
+
+    def update_state(self, key, value):
+        self.state[key] = value
+
+    def save_state(self):
+        self.saved = True
+
+    async def on_system_message(self, message):
+        self.system_messages.append(message)
+
+    def get_initial_state_payload(self, include_dashboard=True):
+        return {
+            "status": "running",
+            "current_date": self.state.get("current_date", ""),
+            "portfolio": {},
+            "holdings": [],
+            "trades": [],
+        }
+
+
+class DummyMarketService:
+    def __init__(self):
+        self.broadcast_func = None
+        self.market_status = {"is_open": True, "session": "regular"}
+
+    def set_price_recorder(self, _fn):
+        return None
+
+    async def start(self, broadcast_func=None):
+        self.broadcast_func = broadcast_func
+
+    def get_market_status(self):
+        return self.market_status
+
+
+class DummyStorage:
+    def __init__(self, initial_cash=100000.0, live_session=False):
+        self.initial_cash = initial_cash
+        self.is_live_session_active = live_session
+        self._market_store = SimpleNamespace()
+
+    @property
+    def market_store(self):
+        return self._market_store
+
+    def load_file(self, name):
+        if name == "summary":
+            return {"totalAssetValue": self.initial_cash}
+        if name in ("holdings", "trades"):
+            return []
+        return None
+
+    def get_live_returns(self):
+        return {"session_pnl": 0.0, "session_return": 0.0}
+
+
+def make_gateway(market_service=None, storage=None, state_sync=None, config=None):
+    storage = storage or DummyStorage()
+    state_sync = state_sync or DummyStateSync()
+    market_service = market_service or DummyMarketService()
+    pipeline = SimpleNamespace(state_sync=state_sync, max_comm_cycles=0, pm=SimpleNamespace(portfolio={"margin_requirement": 0.0}))
+    return Gateway(
+        market_service=market_service,
+        storage_service=storage,
+        pipeline=pipeline,
+        state_sync=state_sync,
+        config=config or {"mode": "live"},
+    )
+
+
+# =============================================================================
+# Gateway initialization and core properties
+# =============================================================================
+
+def test_gateway_init_sets_live_mode():
+    gateway = make_gateway(config={"mode": "live"})
+    assert gateway.mode == "live"
+    assert gateway.is_backtest is False
+
+
+def test_gateway_init_sets_backtest_mode_from_config():
+    gateway = make_gateway(config={"mode": "backtest"})
+    assert gateway.mode == "backtest"
+    assert gateway.is_backtest is True
+
+
+def test_gateway_init_sets_backtest_mode_from_flag():
+    gateway = make_gateway(config={"backtest_mode": True, "mode": "live"})
+    assert gateway.is_backtest is True
+
+
+def test_gateway_init_defaults_to_live_mode():
+    gateway = make_gateway(config={})
+    assert gateway.mode == "live"
+    assert gateway.is_backtest is False
+
+
+def test_gateway_state_property_returns_state_sync_state():
+    state_sync = DummyStateSync()
+    state_sync.state["foo"] = "bar"
+    gateway = make_gateway(state_sync=state_sync)
+    assert gateway.state["foo"] == "bar"
+
+
+def test_gateway_news_rows_need_enrichment_delegates_to_news_domain():
+    rows = [{"id": "1"}, {"id": "2"}]
+    with patch.object(gateway_module.news_domain, "news_rows_need_enrichment", return_value=True) as mock:
+        result = Gateway._news_rows_need_enrichment(rows)
+    mock.assert_called_once_with(rows)
+    assert result is True
+
+
+# =============================================================================
+# Service URL helpers and fallback paths
+# =============================================================================
+
+def test_news_service_url_returns_config_value(monkeypatch):
+    gateway = make_gateway(config={"news_service_url": "http://custom-news:9000"})
+    assert gateway._news_service_url() == "http://custom-news:9000"
+
+
+def test_news_service_url_falls_back_to_env(monkeypatch):
+    monkeypatch.setenv("NEWS_SERVICE_URL", "http://env-news:9001")
+    gateway = make_gateway(config={})
+    assert gateway._news_service_url() == "http://env-news:9001"
+
+
+def test_news_service_url_returns_none_when_unset(monkeypatch):
+    monkeypatch.delenv("NEWS_SERVICE_URL", raising=False)
+    gateway = make_gateway(config={})
+    assert gateway._news_service_url() is None
+
+
+def test_news_service_url_strips_whitespace(monkeypatch):
+    gateway = make_gateway(config={"news_service_url": "  http://whitespace-news:9000  "})
+    assert gateway._news_service_url() == "http://whitespace-news:9000"
+
+
+def test_trading_service_url_returns_config_value(monkeypatch):
+    gateway = make_gateway(config={"trading_service_url": "http://custom-trading:9000"})
+    assert gateway._trading_service_url() == "http://custom-trading:9000"
+
+
+def test_trading_service_url_falls_back_to_env(monkeypatch):
+    monkeypatch.setenv("TRADING_SERVICE_URL", "http://env-trading:9001")
+    gateway = make_gateway(config={})
+    assert gateway._trading_service_url() == "http://env-trading:9001"
+
+
+def test_trading_service_url_returns_none_when_unset(monkeypatch):
+    monkeypatch.delenv("TRADING_SERVICE_URL", raising=False)
+    gateway = make_gateway(config={})
+    assert gateway._trading_service_url() is None
+
+
+def test_trading_service_url_strips_whitespace(monkeypatch):
+    gateway = make_gateway(config={"trading_service_url": "  http://whitespace-trading:9000  "})
+    assert gateway._trading_service_url() == "http://whitespace-trading:9000"
+
+
+@pytest.mark.asyncio
+async def test_call_news_service_returns_none_when_url_not_set(monkeypatch):
+    monkeypatch.delenv("NEWS_SERVICE_URL", raising=False)
+    gateway = make_gateway(config={})
+
+    async def dummy_callback(client):
+        return "should not be called"
+
+    result = await gateway._call_news_service("test_action", dummy_callback)
+    assert result is None
+
+
+@pytest.mark.asyncio
+async def test_call_news_service_calls_callback_and_returns():
+    gateway = make_gateway(config={"news_service_url": "http://news:9000"})
+
+    async def callback(client):
+        return {"result": "ok"}
+
+    result = await gateway._call_news_service("test_action", callback)
+    assert result == {"result": "ok"}
+
+
+@pytest.mark.asyncio
+async def test_call_news_service_returns_none_on_exception():
+    gateway = make_gateway(config={"news_service_url": "http://news:9000"})
+
+    async def failing_callback(client):
+        raise RuntimeError("connection failed")
+
+    result = await gateway._call_news_service("test_action", failing_callback)
+    assert result is None
+
+
+@pytest.mark.asyncio
+async def test_call_trading_service_returns_none_when_url_not_set(monkeypatch):
+    monkeypatch.delenv("TRADING_SERVICE_URL", raising=False)
+    gateway = make_gateway(config={})
+
+    result = await gateway._call_trading_service("test_action", lambda c: None)
+    assert result is None
+
+
+@pytest.mark.asyncio
+async def test_call_trading_service_calls_callback_and_returns():
+    gateway = make_gateway(config={"trading_service_url": "http://trading:9000"})
+
+    async def callback(client):
+        return {"result": "ok"}
+    result = await gateway._call_trading_service("test_action", callback)
+    assert result == {"result": "ok"}
+
+
+@pytest.mark.asyncio
+async def test_call_trading_service_returns_none_on_exception():
+    gateway = make_gateway(config={"trading_service_url": "http://trading:9000"})
+
+    async def failing_callback(client):
+        raise RuntimeError("connection failed")
+
+    result = await gateway._call_trading_service("test_action", failing_callback)
+    assert result is None
+
+
+# =============================================================================
+# WebSocket message handlers
+# =============================================================================
+
+@pytest.mark.asyncio
+async def test_handle_client_messages_ping_returns_pong():
+    """Ping message type results in a pong response."""
+    gateway = make_gateway()
+    ws = DummyWebSocket()
+    ws.queue(json.dumps({"type": "ping"}))
+
+    await gateway._handle_client_messages(ws)
+
+    assert ws.messages[-1]["type"] == "pong"
+    assert "timestamp" in ws.messages[-1]
+
+
+@pytest.mark.asyncio
+async def test_handle_client_messages_get_state_sends_initial_state():
+    """get_state message type triggers _send_initial_state."""
+    gateway = make_gateway()
+    ws = DummyWebSocket()
+    ws.queue(json.dumps({"type": "get_state"}))
+
+    with patch.object(gateway, "_send_initial_state", AsyncMock()) as mock_send:
+        await gateway._handle_client_messages(ws)
+        mock_send.assert_called_once_with(ws)
+
+
+@pytest.mark.asyncio
+async def test_handle_client_messages_unknown_type_is_silently_ignored():
+    """Unknown message types are silently ignored without error."""
+    gateway = make_gateway()
+    ws = DummyWebSocket()
+    ws.queue(json.dumps({"type": "unknown_type"}))
+
+    # Should not raise
+    await gateway._handle_client_messages(ws)
+    assert len(ws.messages) == 0
+
+
+@pytest.mark.asyncio
+async def test_handle_client_messages_json_decode_error_is_silently_ignored():
+    """Invalid JSON messages are caught by the handler's except block."""
+    gateway = make_gateway()
+    ws = DummyWebSocket()
+    ws.queue("not valid json")
+
+    # Should not raise
+    await gateway._handle_client_messages(ws)
+    assert len(ws.messages) == 0
+
+
+# =============================================================================
+# Backtest handling
+# =============================================================================
+
+@pytest.mark.asyncio
+async def test_handle_start_backtest_ignored_when_not_backtest_mode():
+    gateway = make_gateway(config={"mode": "live"})
+    # Should not raise - backtest is ignored in live mode
+    await gateway._handle_start_backtest({"dates": ["2026-03-01", "2026-03-02"]})
+    # Gateway should not have started a backtest task
+    assert gateway._backtest_task is None
+
+
+@pytest.mark.asyncio
+async def test_handle_start_backtest_ignored_when_task_already_running():
+    gateway = make_gateway(config={"mode": "backtest"})
+
+    # Pre-set a backtest task
+    dummy_task = MagicMock()
+    dummy_task.done.return_value = False
+    gateway._backtest_task = dummy_task
+
+    # Should not start a new task
+    await gateway._handle_start_backtest({"dates": ["2026-03-01"]})
+
+    assert gateway._backtest_task is dummy_task  # unchanged
+
+
+# =============================================================================
+# Manual trigger (live/mock mode)
+# =============================================================================
+
+@pytest.mark.asyncio
+async def test_handle_manual_trigger_rejected_in_backtest_mode():
+    gateway = make_gateway(config={"mode": "backtest"})
+    ws = DummyWebSocket()
+
+    await gateway._handle_manual_trigger(ws, {"date": "2026-03-16"})
+
+    assert any(m["type"] == "error" and "manual trigger" in m["message"].lower() for m in ws.messages)
+
+
+@pytest.mark.asyncio
+async def test_handle_manual_trigger_rejected_when_cycle_already_running():
+    gateway = make_gateway(config={"mode": "live"})
+    ws = DummyWebSocket()
+
+    # Simulate a running cycle task
+    dummy_task = MagicMock()
+    dummy_task.done.return_value = False
+    gateway._manual_cycle_task = dummy_task
+
+    await gateway._handle_manual_trigger(ws, {"date": "2026-03-16"})
+
+    assert any(m["type"] == "error" and "already running" in m["message"].lower() for m in ws.messages)
+
+
+# =============================================================================
+# Normalization helpers
+# =============================================================================
+
+def test_normalize_watchlist_filters_empty_and_dedupes():
+    result = Gateway._normalize_watchlist(["aapl", " AAPL ", "", "msft", "MSFT", "  "])
+    assert result == ["AAPL", "MSFT"]
+
+
+def test_normalize_watchlist_handles_string_input():
+    result = Gateway._normalize_watchlist("aapl, msft, aapl")
+    assert result == ["AAPL", "MSFT"]
+
+
+def test_normalize_agent_workspace_filename_allows_editable_files():
+    for filename in ["SOUL.md", "PROFILE.md", "AGENTS.md", "MEMORY.md", "POLICY.md"]:
+        result = Gateway._normalize_agent_workspace_filename(filename)
+        assert result == filename
+
+
+def test_normalize_agent_workspace_filename_rejects_non_editable_files():
+    result = Gateway._normalize_agent_workspace_filename("README.md")
+    assert result is None
+
+
+def test_normalize_agent_workspace_filename_rejects_arbitrary_paths():
+    result = Gateway._normalize_agent_workspace_filename("../etc/passwd")
+    assert result is None
+
+
+# =============================================================================
+# Broadcast
+# =============================================================================
+
+@pytest.mark.asyncio
+async def test_broadcast_skips_when_no_clients():
+    gateway = make_gateway()
+    gateway.connected_clients = set()
+
+    # Should not raise
+    await gateway.broadcast({"type": "test"})
+
+
+@pytest.mark.asyncio
+async def test_broadcast_sends_to_all_connected_clients():
+    gateway = make_gateway()
+    ws1 = DummyWebSocket()
+    ws2 = DummyWebSocket()
+    gateway.connected_clients = {ws1, ws2}
+
+    await gateway.broadcast({"type": "market_update", "data": "test"})
+
+    assert all(m["type"] == "market_update" for m in ws1.messages + ws2.messages)
+    assert ws1.messages[0]["data"] == "test"
+    assert ws2.messages[0]["data"] == "test"
+
+
+@pytest.mark.asyncio
+async def test_broadcast_removes_closed_connections():
+    """Verify closed connections are removed from connected_clients set.
+
+    The broadcast method's _send_to_client helper removes a client
+    when it raises websockets.ConnectionClosed.
+    """
+    gateway = make_gateway()
+    closed_ws = DummyWebSocket()
+    open_ws = DummyWebSocket()
+    gateway.connected_clients = {closed_ws, open_ws}
+
+    # Make closed_ws.send raise ConnectionClosed so the original
+    # _send_to_client's except block triggers and removes it
+    original_send = closed_ws.send
+    async def raising_send(payload):
+        raise gateway_module.websockets.ConnectionClosed(None, None)
+    closed_ws.send = raising_send
+
+    try:
+        await gateway.broadcast({"type": "test"})
+    except gateway_module.websockets.ConnectionClosed:
+        pass
+
+    # The closed client should have been removed, open client should remain
+    assert closed_ws not in gateway.connected_clients
+    assert open_ws in gateway.connected_clients
+
+
+@pytest.mark.asyncio
+async def test_broadcast_sends_to_all_connected_clients():
+    """Verify broadcast sends to all connected clients and collects results."""
+    gateway = make_gateway()
+    ws1 = DummyWebSocket()
+    ws2 = DummyWebSocket()
+    gateway.connected_clients = {ws1, ws2}
+
+    await gateway.broadcast({"type": "market_update", "data": "test"})
+
+    assert all(m["type"] == "market_update" for m in ws1.messages + ws2.messages)
+    assert ws1.messages[0]["data"] == "test"
+    assert ws2.messages[0]["data"] == "test"
+
+
+# =============================================================================
+# Stop
+# =============================================================================
+
+def test_stop_gateway_calls_cycle_support():
+    gateway = make_gateway()
+    with patch.object(gateway_module.gateway_cycle_support, "stop_gateway") as mock:
+        gateway.stop()
+    mock.assert_called_once_with(gateway)
+
+
+# =============================================================================
+# set_backtest_dates
+# =============================================================================
+
+def test_set_backtest_dates_delegates_to_cycle_support():
+    gateway = make_gateway()
+    with patch.object(gateway_module.gateway_cycle_support, "set_backtest_dates") as mock:
+        gateway.set_backtest_dates(["2026-03-01", "2026-03-02"])
+    mock.assert_called_once_with(gateway, ["2026-03-01", "2026-03-02"])
+
+
+# =============================================================================
+# Provider usage change callback
+# =============================================================================
+
+def test_on_provider_usage_changed_updates_state_sync():
+    """_on_provider_usage_changed updates state_sync with the provider snapshot."""
+    gateway = make_gateway()
+    gateway._loop = None  # no loop set
+
+    snapshot = {"provider": "finnhub", "calls": 10}
+    gateway._on_provider_usage_changed(snapshot)
+
+    # State sync should be updated
+    assert gateway.state_sync.state.get("data_sources") == snapshot
+
+
+# =============================================================================
+# handle_client lifecycle
+# =============================================================================
+
+@pytest.mark.asyncio
+async def test_handle_client_adds_and_removes_client_from_connected_set():
+    gateway = make_gateway()
+    ws = DummyWebSocket()
+
+    with patch.object(gateway, "_send_initial_state", AsyncMock()):
+        with patch.object(gateway, "_handle_client_messages", AsyncMock()):
+            await gateway.handle_client(ws)
+
+    # Client should be removed from connected set after handler returns
+    assert ws not in gateway.connected_clients
+
+
+@pytest.mark.asyncio
+async def test_handle_client_adds_client_before_handler():
+    gateway = make_gateway()
+    ws = DummyWebSocket()
+
+    with patch.object(gateway, "_send_initial_state", AsyncMock()):
+        with patch.object(gateway, "_handle_client_messages", AsyncMock()):
+            await gateway.handle_client(ws)
+
+    # Client was added at start
+    # But removed at end (via lock)
+    assert ws not in gateway.connected_clients
--- a/backend/tests/test_gateway_support_modules.py
+++ b/backend/tests/test_gateway_support_modules.py
@@ -8,6 +8,24 @@ import pytest
 from backend.services import gateway_cycle_support, gateway_runtime_support


+class _DummyDashboard:
+    def __init__(self):
+        self.updated = []
+        self.tickers = []
+        self.initial_cash = None
+        self.enable_memory = False
+        self.days_total = 0
+
+    def update(self, **kwargs):
+        self.updated.append(kwargs)
+
+    def stop(self):
+        return None
+
+    def print_final_summary(self):
+        return None
+
+
 class _DummyScheduler:
    def __init__(self):
        self.calls = []
@@ -59,15 +77,6 @@ class _DummyStorage:
            return {"totalAssetValue": self.initial_cash}
        return []

-    def build_dashboard_snapshot_from_state(self, state):
-        return {
-            "summary": {"totalAssetValue": self.initial_cash},
-            "holdings": [],
-            "stats": {},
-            "trades": [],
-            "leaderboard": [],
-        }
-

 class _DummyPM:
    def __init__(self):
@@ -110,6 +119,7 @@ def make_gateway_stub():
        },
        storage=_DummyStorage(),
        state_sync=_DummyStateSync(),
+        _dashboard=_DummyDashboard(),
        _watchlist_ingest_task=None,
        _market_status_task=None,
        _backtest_task=None,
--- a/backend/tests/test_heartbeat_hook.py
+++ b/backend/tests/test_heartbeat_hook.py
@@ -0,0 +1,69 @@
+# -*- coding: utf-8 -*-
+"""Tests for HeartbeatHook."""
+import tempfile
+from pathlib import Path
+
+import pytest
+
+from backend.agents.base.hooks import HeartbeatHook
+
+
+class TestHeartbeatHook:
+    """Tests for HeartbeatHook._read_heartbeat_content."""
+
+    def test_read_heartbeat_content_with_content(self, tmp_path):
+        """Test reading HEARTBEAT.md when it exists and has content."""
+        ws_dir = tmp_path / "analyst_workspace"
+        ws_dir.mkdir()
+        hb_file = ws_dir / "HEARTBEAT.md"
+        hb_file.write_text("# 定期主动检查\n\n- [ ] 持仓是否健康\n", encoding="utf-8")
+
+        hook = HeartbeatHook(workspace_dir=ws_dir)
+        content = hook._read_heartbeat_content()
+
+        assert content is not None
+        assert "# 定期主动检查" in content
+        assert "持仓是否健康" in content
+
+    def test_read_heartbeat_content_absent(self, tmp_path):
+        """Test reading when HEARTBEAT.md does not exist."""
+        ws_dir = tmp_path / "analyst_workspace"
+        ws_dir.mkdir()
+
+        hook = HeartbeatHook(workspace_dir=ws_dir)
+        content = hook._read_heartbeat_content()
+
+        assert content is None
+
+    def test_read_heartbeat_content_empty(self, tmp_path):
+        """Test reading when HEARTBEAT.md is empty."""
+        ws_dir = tmp_path / "analyst_workspace"
+        ws_dir.mkdir()
+        hb_file = ws_dir / "HEARTBEAT.md"
+        hb_file.write_text("", encoding="utf-8")
+
+        hook = HeartbeatHook(workspace_dir=ws_dir)
+        content = hook._read_heartbeat_content()
+
+        assert content is None
+
+    def test_read_heartbeat_content_whitespace_only(self, tmp_path):
+        """Test reading when HEARTBEAT.md contains only whitespace."""
+        ws_dir = tmp_path / "analyst_workspace"
+        ws_dir.mkdir()
+        hb_file = ws_dir / "HEARTBEAT.md"
+        hb_file.write_text("   \n\n  ", encoding="utf-8")
+
+        hook = HeartbeatHook(workspace_dir=ws_dir)
+        content = hook._read_heartbeat_content()
+
+        assert content is None
+
+    def test_completed_flag_path(self, tmp_path):
+        """Test that completion flag is placed in workspace directory."""
+        ws_dir = tmp_path / "analyst_workspace"
+        ws_dir.mkdir()
+
+        hook = HeartbeatHook(workspace_dir=ws_dir)
+
+        assert hook._completed_flag == ws_dir / ".heartbeat_completed"
--- a/backend/tests/test_market_ingest.py
+++ b/backend/tests/test_market_ingest.py
@@ -1,81 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Tests for market ingest watermark handling."""
-
-from backend.data import market_ingest
-
-
-class _FakeStore:
-    def __init__(self, *, last_news_fetch=None, latest_news_date=None):
-        self._watermarks = {
-            "symbol": "AAPL",
-            "last_price_fetch": None,
-            "last_news_fetch": last_news_fetch,
-        }
-        self._latest_news_date = latest_news_date
-        self.updated = []
-
-    def get_ticker_watermarks(self, symbol):
-        return dict(self._watermarks)
-
-    def get_latest_news_date(self, symbol):
-        return self._latest_news_date
-
-    def upsert_ticker(self, **kwargs):
-        return None
-
-    def upsert_ohlc(self, symbol, rows, source="polygon"):
-        return len(rows)
-
-    def upsert_news(self, symbol, rows, source="polygon"):
-        return len(rows)
-
-    def update_fetch_watermark(self, **kwargs):
-        self.updated.append(kwargs)
-
-
-def test_refresh_news_incremental_does_not_advance_watermark_without_news(monkeypatch):
-    store = _FakeStore(last_news_fetch="2026-03-28", latest_news_date="2026-03-28")
-
-    monkeypatch.setattr(market_ingest, "fetch_ticker_details", lambda ticker: {"name": ticker, "sic_description": None, "active": True})
-
-    class _Router:
-        def get_company_news(self, **kwargs):
-            return [], "polygon"
-
-    monkeypatch.setattr(market_ingest, "DataProviderRouter", lambda: _Router())
-    monkeypatch.setattr(market_ingest, "align_news_for_symbol", lambda store, ticker: 0)
-
-    result = market_ingest.refresh_news_incremental(
-        "AAPL",
-        end_date="2026-03-29",
-        store=store,
-    )
-
-    assert result["start_news_date"] == "2026-03-29"
-    assert result["news"] == 0
-    assert store.updated[-1]["news_date"] is None
-
-
-def test_refresh_news_incremental_clamps_future_watermark_to_latest_stored_date(monkeypatch):
-    store = _FakeStore(last_news_fetch="2026-03-30", latest_news_date="2026-03-28")
-    captured = {}
-
-    monkeypatch.setattr(market_ingest, "fetch_ticker_details", lambda ticker: {"name": ticker, "sic_description": None, "active": True})
-
-    class _Router:
-        def get_company_news(self, **kwargs):
-            captured.update(kwargs)
-            return [], "polygon"
-
-    monkeypatch.setattr(market_ingest, "DataProviderRouter", lambda: _Router())
-    monkeypatch.setattr(market_ingest, "align_news_for_symbol", lambda store, ticker: 0)
-
-    result = market_ingest.refresh_news_incremental(
-        "AAPL",
-        end_date="2026-03-29",
-        store=store,
-    )
-
-    assert result["start_news_date"] == "2026-03-29"
-    assert captured["start_date"] == "2026-03-29"
-    assert captured["end_date"] == "2026-03-29"
--- a/backend/tests/test_market_service.py
+++ b/backend/tests/test_market_service.py
@@ -2,12 +2,153 @@
 # pylint: disable=W0212
 import asyncio
 import time
-import logging
 from unittest.mock import MagicMock, AsyncMock, patch
 import pytest
 from backend.services.market import MarketService
+from backend.data.mock_price_manager import MockPriceManager
 from backend.data.polling_price_manager import PollingPriceManager
-from backend.llm.models import RetryChatModel
+
+
+class TestMockPriceManager:
+    def test_init_default(self):
+        manager = MockPriceManager()
+
+        assert manager.poll_interval == 10
+        assert manager.volatility == 0.5
+        assert manager.running is False
+        assert len(manager.subscribed_symbols) == 0
+
+    def test_init_custom(self):
+        manager = MockPriceManager(poll_interval=5, volatility=1.0)
+
+        assert manager.poll_interval == 5
+        assert manager.volatility == 1.0
+
+    def test_subscribe(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL", "MSFT"])
+
+        assert "AAPL" in manager.subscribed_symbols
+        assert "MSFT" in manager.subscribed_symbols
+        assert manager.base_prices["AAPL"] == 237.50  # default price
+        assert manager.base_prices["MSFT"] == 425.30  # default price
+
+    def test_subscribe_with_base_prices(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+
+        assert manager.base_prices["AAPL"] == 100.0
+        assert manager.open_prices["AAPL"] == 100.0
+        assert manager.latest_prices["AAPL"] == 100.0
+
+    def test_subscribe_unknown_symbol(self):
+        manager = MockPriceManager()
+        manager.subscribe(["UNKNOWN"])
+
+        assert "UNKNOWN" in manager.subscribed_symbols
+        assert manager.base_prices["UNKNOWN"] > 0  # random price generated
+
+    def test_unsubscribe(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL", "MSFT"])
+        manager.unsubscribe(["AAPL"])
+
+        assert "AAPL" not in manager.subscribed_symbols
+        assert "MSFT" in manager.subscribed_symbols
+
+    def test_add_price_callback(self):
+        manager = MockPriceManager()
+        callback = MagicMock()
+        manager.add_price_callback(callback)
+
+        assert callback in manager.price_callbacks
+
+    def test_generate_price_update_within_bounds(self):
+        manager = MockPriceManager(volatility=0.5)
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+
+        for _ in range(100):
+            new_price = manager._generate_price_update("AAPL")
+            # Should be within +/-10% of open
+            assert 90.0 <= new_price <= 110.0
+
+    def test_update_prices_triggers_callback(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+
+        callback = MagicMock()
+        manager.add_price_callback(callback)
+
+        manager._update_prices()
+
+        callback.assert_called_once()
+        call_args = callback.call_args[0][0]
+        assert call_args["symbol"] == "AAPL"
+        assert "price" in call_args
+        assert "timestamp" in call_args
+
+    def test_start_stop(self):
+        manager = MockPriceManager(poll_interval=1)
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+
+        manager.start()
+        assert manager.running is True
+
+        time.sleep(0.1)  # let thread start
+
+        manager.stop()
+        assert manager.running is False
+
+    def test_start_without_subscription(self):
+        manager = MockPriceManager()
+        manager.start()
+
+        assert (
+            manager.running is False
+        )  # should not start without subscriptions
+
+    def test_get_latest_price(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+
+        price = manager.get_latest_price("AAPL")
+        assert price == 100.0
+
+    def test_get_latest_price_unknown(self):
+        manager = MockPriceManager()
+        price = manager.get_latest_price("UNKNOWN")
+        assert price is None
+
+    def test_get_all_latest_prices(self):
+        manager = MockPriceManager()
+        manager.subscribe(
+            ["AAPL", "MSFT"],
+            base_prices={"AAPL": 100.0, "MSFT": 200.0},
+        )
+
+        prices = manager.get_all_latest_prices()
+        assert prices["AAPL"] == 100.0
+        assert prices["MSFT"] == 200.0
+
+    def test_reset_open_prices(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+        manager.latest_prices["AAPL"] = 105.0
+
+        manager.reset_open_prices()
+
+        # Open price should change (based on latest with small gap)
+        assert manager.open_prices["AAPL"] != 100.0
+
+    def test_set_base_price(self):
+        manager = MockPriceManager()
+        manager.subscribe(["AAPL"], base_prices={"AAPL": 100.0})
+
+        manager.set_base_price("AAPL", 150.0)
+
+        assert manager.base_prices["AAPL"] == 150.0
+        assert manager.open_prices["AAPL"] == 150.0
+        assert manager.latest_prices["AAPL"] == 150.0


 class TestPollingPriceManager:
@@ -90,67 +231,37 @@ class TestPollingPriceManager:

        assert len(manager.open_prices) == 0

-    def test_fetch_prices_suppresses_repeated_failures(self, caplog):
-        manager = PollingPriceManager(provider="yfinance", poll_interval=10)
-        manager.subscribe(["AAPL"])
-
-        with patch.object(manager, "_fetch_quote", side_effect=ValueError("empty quote")):
-            with caplog.at_level(logging.DEBUG):
-                for _ in range(3):
-                    manager._fetch_prices()
-
-        assert manager._failure_counts["AAPL"] == 3
-        warning_messages = [record.message for record in caplog.records if record.levelno >= logging.WARNING]
-        assert any("Failed to fetch AAPL price: empty quote" in message for message in warning_messages)
-
-    def test_fetch_prices_logs_recovery_after_failure(self, caplog):
-        manager = PollingPriceManager(provider="yfinance", poll_interval=10)
-        manager.subscribe(["AAPL"])
-
-        with patch.object(
-            manager,
-            "_fetch_quote",
-            side_effect=[
-                ValueError("temporary outage"),
-                {"c": 100.0, "o": 99.0, "h": 101.0, "l": 98.0, "pc": 99.5, "d": 0.5, "dp": 0.5, "t": 1},
-            ],
-        ):
-            with caplog.at_level(logging.INFO):
-                manager._fetch_prices()
-                manager._fetch_prices()
-
-        assert "AAPL" not in manager._failure_counts
-        assert any("recovered after 1 consecutive failures" in record.message for record in caplog.records)
-
-
-class TestRetryChatModel:
-    @pytest.mark.asyncio
-    async def test_async_retry_recovers_from_disconnect(self):
-        attempts = {"count": 0}
-
-        class FakeAsyncModel:
-            model_name = "fake-async-model"
-
-            async def __call__(self, *args, **kwargs):
-                attempts["count"] += 1
-                if attempts["count"] < 2:
-                    raise RuntimeError("Server disconnected")
-                return {"ok": True}
-
-        wrapped = RetryChatModel(FakeAsyncModel(), max_retries=2, initial_delay=0.01)
-        result = await wrapped("hello")
-
-        assert result == {"ok": True}
-        assert attempts["count"] == 2
-

 class TestMarketService:
-    @patch("backend.services.market.get_data_sources", return_value=["yfinance", "local_csv"])
+    def test_init_mock_mode(self):
+        service = MarketService(
+            tickers=["AAPL", "MSFT"],
+            poll_interval=10,
+            mock_mode=True,
+        )
+
+        assert service.tickers == ["AAPL", "MSFT"]
+        assert service.poll_interval == 10
+        assert service.mock_mode is True
+        assert service.running is False
+
+    def test_init_real_mode(self):
+        service = MarketService(
+            tickers=["AAPL"],
+            mock_mode=False,
+            api_key="test_key",
+        )
+
+        assert service.mock_mode is False
+        assert service.api_key == "test_key"
+
+    @patch("backend.services.market.get_data_source", return_value="yfinance")
    @patch.object(PollingPriceManager, "start")
-    def test_start_real_mode_with_yfinance(self, _mock_start, _mock_sources):
+    def test_start_real_mode_with_yfinance(self, _mock_start, _mock_source):
        service = MarketService(
            tickers=["AAPL"],
            poll_interval=10,
+            mock_mode=False,
        )

        service._start_real_mode()
@@ -158,24 +269,30 @@ class TestMarketService:
        assert isinstance(service._price_manager, PollingPriceManager)
        assert service._price_manager.provider == "yfinance"

-    @patch("backend.services.market.get_data_sources", return_value=["financial_datasets", "yfinance", "local_csv"])
-    @patch.object(PollingPriceManager, "start")
-    def test_start_real_mode_uses_first_supported_live_provider(self, _mock_start, _mock_sources):
-        service = MarketService(
-            tickers=["AAPL"],
-            poll_interval=10,
-        )
-
-        service._start_real_mode()
-
-        assert isinstance(service._price_manager, PollingPriceManager)
-        assert service._price_manager.provider == "yfinance"
-
-    @patch("backend.services.market.get_data_sources", return_value=["finnhub", "yfinance"])
    @pytest.mark.asyncio
-    async def test_start_real_mode_without_api_key(self, _mock_sources):
+    async def test_start_mock_mode(self):
        service = MarketService(
            tickers=["AAPL"],
+            poll_interval=10,
+            mock_mode=True,
+        )
+
+        broadcast_func = AsyncMock()
+
+        await service.start(broadcast_func)
+
+        assert service.running is True
+        assert service._price_manager is not None
+        assert isinstance(service._price_manager, MockPriceManager)
+
+        service.stop()
+
+    @patch("backend.services.market.get_data_source", return_value="finnhub")
+    @pytest.mark.asyncio
+    async def test_start_real_mode_without_api_key(self, _mock_source):
+        service = MarketService(
+            tickers=["AAPL"],
+            mock_mode=False,
            api_key=None,
        )

@@ -190,12 +307,11 @@ class TestMarketService:
    async def test_start_already_running(self):
        service = MarketService(
            tickers=["AAPL"],
-            backtest_mode=True,
+            mock_mode=True,
        )

        broadcast_func = AsyncMock()

-        # First start with backtest mode
        await service.start(broadcast_func)
        assert service.running is True

@@ -207,7 +323,7 @@ class TestMarketService:
    def test_stop(self):
        service = MarketService(
            tickers=["AAPL"],
-            backtest_mode=True,
+            mock_mode=True,
        )
        service.running = True
        service._price_manager = MagicMock()
@@ -220,7 +336,7 @@ class TestMarketService:
    def test_stop_when_not_running(self):
        service = MarketService(
            tickers=["AAPL"],
-            backtest_mode=True,
+            mock_mode=True,
        )

        # Should not raise
@@ -228,20 +344,20 @@ class TestMarketService:
        assert service.running is False

    def test_get_price_sync(self):
-        service = MarketService(tickers=["AAPL"], backtest_mode=True)
+        service = MarketService(tickers=["AAPL"], mock_mode=True)
        service.cache["AAPL"] = {"price": 150.0, "open": 148.0}

        price = service.get_price_sync("AAPL")
        assert price == 150.0

    def test_get_price_sync_not_found(self):
-        service = MarketService(tickers=["AAPL"], backtest_mode=True)
+        service = MarketService(tickers=["AAPL"], mock_mode=True)

        price = service.get_price_sync("MSFT")
        assert price is None

    def test_get_all_prices(self):
-        service = MarketService(tickers=["AAPL", "MSFT"], backtest_mode=True)
+        service = MarketService(tickers=["AAPL", "MSFT"], mock_mode=True)
        service.cache["AAPL"] = {"price": 150.0}
        service.cache["MSFT"] = {"price": 400.0}

@@ -252,7 +368,7 @@ class TestMarketService:

    @pytest.mark.asyncio
    async def test_broadcast_price_update(self):
-        service = MarketService(tickers=["AAPL"], backtest_mode=True)
+        service = MarketService(tickers=["AAPL"], mock_mode=True)
        service._broadcast_func = AsyncMock()

        price_data = {
@@ -272,7 +388,7 @@ class TestMarketService:

    @pytest.mark.asyncio
    async def test_broadcast_price_update_no_func(self):
-        service = MarketService(tickers=["AAPL"], backtest_mode=True)
+        service = MarketService(tickers=["AAPL"], mock_mode=True)
        service._broadcast_func = None

        price_data = {"symbol": "AAPL", "price": 150.0, "open": 148.0}
@@ -280,6 +396,67 @@ class TestMarketService:
        # Should not raise
        await service._broadcast_price_update(price_data)

+    @pytest.mark.asyncio
+    async def test_price_callback_thread_safety(self):
+        service = MarketService(
+            tickers=["AAPL"],
+            poll_interval=1,
+            mock_mode=True,
+        )
+
+        received_prices = []
+
+        async def capture_broadcast(msg):
+            received_prices.append(msg)
+
+        await service.start(capture_broadcast)
+
+        # Wait for at least one price update
+        await asyncio.sleep(1.5)
+
+        service.stop()
+
+        # Should have received at least one price update
+        assert len(received_prices) >= 1
+        assert received_prices[0]["type"] == "price_update"
+
+
+class TestMarketServiceIntegration:
+    @pytest.mark.asyncio
+    async def test_full_mock_cycle(self):
+        service = MarketService(
+            tickers=["AAPL", "MSFT"],
+            poll_interval=1,
+            mock_mode=True,
+        )
+
+        messages = []
+
+        async def collect_messages(msg):
+            messages.append(msg)
+
+        await service.start(collect_messages)
+
+        # Wait for price updates
+        await asyncio.sleep(2.5)
+
+        service.stop()
+
+        # Should have received multiple price updates
+        assert len(messages) >= 2
+
+        # Check message structure
+        symbols_seen = set()
+        for msg in messages:
+            assert msg["type"] == "price_update"
+            assert "symbol" in msg
+            assert "price" in msg
+            assert "ret" in msg
+            symbols_seen.add(msg["symbol"])
+
+        # Should have prices for both tickers
+        assert "AAPL" in symbols_seen or "MSFT" in symbols_seen
+

 if __name__ == "__main__":
    pytest.main([__file__, "-v"])
--- a/backend/tests/test_news_domain.py
+++ b/backend/tests/test_news_domain.py
@@ -80,7 +80,7 @@ def test_get_enriched_news_returns_rows_without_enrichment_when_present(monkeypa
    monkeypatch.setattr(
        news_domain,
        "ensure_news_fresh",
-        lambda store, ticker, target_date=None, refresh_if_stale=False: {
+        lambda store, ticker, target_date=None: {
            "ticker": ticker,
            "target_date": target_date,
            "last_news_fetch": target_date,
@@ -109,7 +109,7 @@ def test_get_story_and_similar_days_delegate(monkeypatch):
    monkeypatch.setattr(
        news_domain,
        "ensure_news_fresh",
-        lambda store, ticker, target_date=None, refresh_if_stale=False: {
+        lambda store, ticker, target_date=None: {
            "ticker": ticker,
            "target_date": target_date,
            "last_news_fetch": target_date,
@@ -137,38 +137,12 @@ def test_get_story_and_similar_days_delegate(monkeypatch):
    assert "freshness" in similar


-def test_get_enriched_news_defaults_to_read_only_freshness(monkeypatch):
-    store = _FakeStore()
-    ensure_calls = []
-
-    def fake_ensure(store, ticker, target_date=None, refresh_if_stale=False):
-        ensure_calls.append(refresh_if_stale)
-        return {
-            "ticker": ticker,
-            "target_date": target_date,
-            "last_news_fetch": target_date,
-            "refreshed": False,
-        }
-
-    monkeypatch.setattr(news_domain, "ensure_news_fresh", fake_ensure)
-    monkeypatch.setattr(news_domain, "news_rows_need_enrichment", lambda rows: False)
-
-    payload = news_domain.get_enriched_news(
-        store,
-        ticker="AAPL",
-        end_date="2026-03-16",
-    )
-
-    assert payload["ticker"] == "AAPL"
-    assert ensure_calls == [False]
-
-
 def test_get_range_explain_payload_uses_article_ids(monkeypatch):
    store = _FakeStore()
    monkeypatch.setattr(
        news_domain,
        "ensure_news_fresh",
-        lambda store, ticker, target_date=None, refresh_if_stale=False: {
+        lambda store, ticker, target_date=None: {
            "ticker": ticker,
            "target_date": target_date,
            "last_news_fetch": target_date,
--- a/backend/tests/test_openclaw_cli_service.py
+++ b/backend/tests/test_openclaw_cli_service.py
@@ -1,60 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Tests for the OpenClaw CLI service wrapper."""
-
-from pathlib import Path
-
-import pytest
-
-from backend.services.openclaw_cli import OpenClawCliError, OpenClawCliService
-
-
-class _Completed:
-    def __init__(self, *, returncode=0, stdout="", stderr=""):
-        self.returncode = returncode
-        self.stdout = stdout
-        self.stderr = stderr
-
-
-def test_openclaw_cli_service_runs_json_command(monkeypatch, tmp_path):
-    captured = {}
-
-    def _fake_run(command, **kwargs):
-        captured["command"] = command
-        captured["cwd"] = kwargs["cwd"]
-        return _Completed(stdout='{"sessions":[{"key":"main/session-1"}]}')
-
-    monkeypatch.setattr("backend.services.openclaw_cli.subprocess.run", _fake_run)
-
-    service = OpenClawCliService(base_command=["openclaw"], cwd=tmp_path, timeout_seconds=3)
-    payload = service.list_sessions()
-
-    assert payload["sessions"][0]["key"] == "main/session-1"
-    assert captured["command"] == ["openclaw", "sessions", "--json"]
-    assert captured["cwd"] == tmp_path
-
-
-def test_openclaw_cli_service_raises_on_failure(monkeypatch, tmp_path):
-    def _fake_run(command, **kwargs):
-        return _Completed(returncode=7, stdout="", stderr="boom")
-
-    monkeypatch.setattr("backend.services.openclaw_cli.subprocess.run", _fake_run)
-
-    service = OpenClawCliService(base_command=["openclaw"], cwd=tmp_path, timeout_seconds=3)
-
-    with pytest.raises(OpenClawCliError) as exc_info:
-        service.list_cron_jobs()
-
-    assert exc_info.value.exit_code == 7
-    assert exc_info.value.stderr == "boom"
-
-
-def test_openclaw_cli_service_can_extract_single_session(monkeypatch, tmp_path):
-    def _fake_run(command, **kwargs):
-        return _Completed(stdout='{"sessions":[{"key":"main/session-1","agentId":"main"}]}')
-
-    monkeypatch.setattr("backend.services.openclaw_cli.subprocess.run", _fake_run)
-
-    service = OpenClawCliService(base_command=["openclaw"], cwd=tmp_path, timeout_seconds=3)
-    session = service.get_session("main/session-1")
-
-    assert session["agentId"] == "main"
--- a/backend/tests/test_openclaw_service_app.py
+++ b/backend/tests/test_openclaw_service_app.py
@@ -1,110 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Tests for the extracted OpenClaw service app surface."""
-
-from fastapi.testclient import TestClient
-
-from backend.apps.openclaw_service import create_app
-from backend.api import openclaw as openclaw_module
-
-
-class _FakeOpenClawCliService:
-    def health(self):
-        return {
-            "status": "healthy",
-            "service": "openclaw-service",
-            "base_command": ["openclaw"],
-            "cwd": "/tmp/openclaw",
-            "binary_resolved": True,
-            "reference_entry_available": True,
-            "timeout_seconds": 15.0,
-        }
-
-    def status(self):
-        return {"runtimeVersion": "2026.3.24"}
-
-    def list_sessions(self):
-        return {
-            "sessions": [
-                {"key": "main/session-1", "agentId": "main"},
-                {"key": "analyst/session-2", "agentId": "analyst"},
-            ]
-        }
-
-    def get_session(self, session_key: str):
-        for session in self.list_sessions()["sessions"]:
-            if session["key"] == session_key:
-                return session
-        raise KeyError(session_key)
-
-    def get_session_history(self, session_key: str, *, limit: int = 20):
-        return {
-            "sessionKey": session_key,
-            "limit": limit,
-            "items": [{"role": "assistant", "text": "hello"}],
-        }
-
-    def list_cron_jobs(self):
-        return {"jobs": [{"id": "job-1", "name": "Daily sync"}]}
-
-    def list_approvals(self):
-        return {"approvals": [{"id": "ap-1", "status": "pending"}]}
-
-
-def test_openclaw_service_routes_are_exposed():
-    app = create_app()
-    paths = {route.path for route in app.routes}
-
-    assert "/health" in paths
-    assert "/api/status" in paths
-    assert "/api/openclaw/status" in paths
-    assert "/api/openclaw/sessions" in paths
-    assert "/api/openclaw/sessions/{session_key:path}" in paths
-    assert "/api/openclaw/sessions/{session_key:path}/history" in paths
-    assert "/api/openclaw/cron" in paths
-    assert "/api/openclaw/approvals" in paths
-
-
-def test_openclaw_service_read_routes():
-    app = create_app()
-    app.dependency_overrides[openclaw_module.get_openclaw_cli_service] = (
-        lambda: _FakeOpenClawCliService()
-    )
-
-    with TestClient(app) as client:
-        health = client.get("/health")
-        status = client.get("/api/status")
-        openclaw_status = client.get("/api/openclaw/status")
-        sessions = client.get("/api/openclaw/sessions")
-        session = client.get("/api/openclaw/sessions/main/session-1")
-        history = client.get("/api/openclaw/sessions/main/session-1/history", params={"limit": 5})
-        cron = client.get("/api/openclaw/cron")
-        approvals = client.get("/api/openclaw/approvals")
-
-    assert health.status_code == 200
-    assert health.json()["service"] == "openclaw-service"
-    assert status.status_code == 200
-    assert status.json()["status"] == "operational"
-    assert openclaw_status.status_code == 200
-    assert openclaw_status.json()["runtimeVersion"] == "2026.3.24"
-    assert sessions.status_code == 200
-    assert len(sessions.json()["sessions"]) == 2
-    assert session.status_code == 200
-    assert session.json()["session"]["agentId"] == "main"
-    assert history.status_code == 200
-    assert history.json()["limit"] == 5
-    assert cron.status_code == 200
-    assert cron.json()["jobs"][0]["id"] == "job-1"
-    assert approvals.status_code == 200
-    assert approvals.json()["approvals"][0]["id"] == "ap-1"
-
-
-def test_openclaw_service_session_404():
-    app = create_app()
-    app.dependency_overrides[openclaw_module.get_openclaw_cli_service] = (
-        lambda: _FakeOpenClawCliService()
-    )
-
-    with TestClient(app) as client:
-        response = client.get("/api/openclaw/sessions/missing")
-
-    assert response.status_code == 404
--- a/backend/tests/test_openclaw_websocket_client.py
+++ b/backend/tests/test_openclaw_websocket_client.py
@@ -1,74 +0,0 @@
-# -*- coding: utf-8 -*-
-"""Tests for the OpenClaw WebSocket client session helpers."""
-
-import pytest
-
-from shared.client.openclaw_websocket_client import OpenClawWebSocketClient
-
-
-@pytest.mark.asyncio
-async def test_resolve_session_parses_gateway_key_response():
-    client = OpenClawWebSocketClient(gateway_token="test-token")
-
-    async def fake_send_request(method, params=None, _allow_handshake=False):
-        assert method == "sessions.resolve"
-        assert params["agentId"] == "main"
-        return {"ok": True, "key": "agent:main:main"}
-
-    client._send_request = fake_send_request  # type: ignore[method-assign]
-
-    resolved = await client.resolve_session(agent_id="main")
-
-    assert resolved == "agent:main:main"
-
-
-@pytest.mark.asyncio
-async def test_send_message_uses_session_send_payload():
-    client = OpenClawWebSocketClient(gateway_token="test-token")
-
-    async def fake_send_request(method, params=None, _allow_handshake=False):
-        assert method == "sessions.send"
-        assert params == {
-            "key": "agent:main:main",
-            "message": "hello",
-            "thinking": "medium",
-        }
-        return {"ok": True, "runId": "run-1"}
-
-    client._send_request = fake_send_request  # type: ignore[method-assign]
-
-    result = await client.send_message("agent:main:main", "hello", thinking="medium")
-
-    assert result["runId"] == "run-1"
-
-
-@pytest.mark.asyncio
-async def test_get_session_history_uses_sessions_preview():
-    client = OpenClawWebSocketClient(gateway_token="test-token")
-
-    async def fake_send_request(method, params=None, _allow_handshake=False):
-        assert method == "sessions.preview"
-        assert params == {"keys": ["agent:main:main"], "limit": 12}
-        return {"previews": []}
-
-    client._send_request = fake_send_request  # type: ignore[method-assign]
-
-    result = await client.get_session_history("agent:main:main", limit=12)
-
-    assert result == {"previews": []}
-
-
-@pytest.mark.asyncio
-async def test_unsubscribe_uses_session_messages_unsubscribe():
-    client = OpenClawWebSocketClient(gateway_token="test-token")
-
-    async def fake_send_request(method, params=None, _allow_handshake=False):
-        assert method == "sessions.messages.unsubscribe"
-        assert params == {"key": "agent:main:main"}
-        return {"subscribed": False}
-
-    client._send_request = fake_send_request  # type: ignore[method-assign]
-
-    result = await client.unsubscribe("agent:main:main")
-
-    assert result == {"subscribed": False}
--- a/backend/tests/test_runtime_service_app.py
+++ b/backend/tests/test_runtime_service_app.py
@@ -1,15 +1,31 @@
 # -*- coding: utf-8 -*-
 """Tests for the extracted runtime service app surface."""

+import asyncio
 import json
-from pathlib import Path
+from unittest.mock import MagicMock

+import pytest
+from fastapi import HTTPException
 from fastapi.testclient import TestClient

 from backend.api import runtime as runtime_module
 from backend.apps.runtime_service import create_app


+@pytest.fixture(autouse=True)
+def reset_runtime_module_state():
+    """Reset module-level runtime_manager before each test."""
+    runtime_module.runtime_manager = None
+    # Also reset RuntimeState singleton's _runtime_manager
+    rs = runtime_module.get_runtime_state()
+    rs._runtime_manager = None
+    yield
+    runtime_module.runtime_manager = None
+    rs = runtime_module.get_runtime_state()
+    rs._runtime_manager = None
+
+
 def test_runtime_service_routes_are_exposed():
    app = create_app()
    paths = {route.path for route in app.routes}
@@ -18,8 +34,6 @@ def test_runtime_service_routes_are_exposed():
    assert "/api/status" in paths
    assert "/api/runtime/start" in paths
    assert "/api/runtime/stop" in paths
-    assert "/api/runtime/cleanup" in paths
-    assert "/api/runtime/history" in paths
    assert "/api/runtime/current" in paths
    assert "/api/runtime/gateway/port" in paths

@@ -156,7 +170,9 @@ def test_runtime_service_update_runtime_config_persists_bootstrap(monkeypatch, t
    )

    class _DummyContext:
-        def __init__(self):
+        def __init__(self, run_dir):
+            self.config_name = "demo"
+            self.run_dir = run_dir
            self.bootstrap_values = {
                "tickers": ["AAPL"],
                "schedule_mode": "daily",
@@ -168,8 +184,17 @@ def test_runtime_service_update_runtime_config_persists_bootstrap(monkeypatch, t
    class _DummyManager:
        def __init__(self):
            self.config_name = "demo"
-            self.bootstrap = dict(_DummyContext().bootstrap_values)
-            self.context = _DummyContext()
+            self.bootstrap = dict(_DummyContext(run_dir).bootstrap_values)
+            self.context = _DummyContext(run_dir)
+
+        def build_snapshot(self):
+            return {
+                "context": {
+                    "config_name": self.context.config_name,
+                    "run_dir": str(self.context.run_dir),
+                    "bootstrap_values": self.context.bootstrap_values,
+                }
+            }

        def _persist_snapshot(self):
            return None
@@ -197,168 +222,383 @@ def test_runtime_service_update_runtime_config_persists_bootstrap(monkeypatch, t
    assert "interval_minutes: 15" in (run_dir / "BOOTSTRAP.md").read_text(encoding="utf-8")


-def test_prune_old_timestamped_runs_keeps_named_runs(monkeypatch, tmp_path):
-    runs_dir = tmp_path / "runs"
-    runs_dir.mkdir()
+# =============================================================================
+# RuntimeState singleton unit tests
+# =============================================================================

-    keep_dirs = ["20260324_110000", "20260324_120000"]
-    prune_dir = "20260324_100000"
-    named_dir = "smoke_fullstack"
-
-    for name in [*keep_dirs, prune_dir, named_dir]:
-        (runs_dir / name).mkdir(parents=True)
-
-    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
-
-    pruned = runtime_module._prune_old_timestamped_runs(keep=1, exclude_run_ids={"20260324_120000"})
-
-    assert prune_dir in pruned
-    assert (runs_dir / named_dir).exists()
-    assert (runs_dir / "20260324_120000").exists()
-    assert (runs_dir / "20260324_110000").exists()
+def test_runtime_state_is_singleton():
+    """RuntimeState.__new__ returns the same instance across calls."""
+    state1 = runtime_module.RuntimeState()
+    state2 = runtime_module.RuntimeState()
+    assert state1 is state2


-def test_runtime_cleanup_endpoint_prunes_old_runs(monkeypatch, tmp_path):
-    runs_dir = tmp_path / "runs"
-    runs_dir.mkdir()
-
-    for name in ["20260324_090000", "20260324_100000", "20260324_110000", "smoke_fullstack"]:
-        (runs_dir / name).mkdir(parents=True)
-
-    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
-    monkeypatch.setattr(runtime_module, "_is_gateway_running", lambda: False)
-
-    with TestClient(create_app()) as client:
-        response = client.post("/api/runtime/cleanup?keep=1")
-
-    assert response.status_code == 200
-    payload = response.json()
-    assert payload["status"] == "ok"
-    assert sorted(payload["pruned_run_ids"]) == ["20260324_090000", "20260324_100000"]
-    assert (runs_dir / "20260324_110000").exists()
-    assert (runs_dir / "smoke_fullstack").exists()
+def test_runtime_state_get_runtime_state_returns_same_instance():
+    """get_runtime_state() returns the module singleton."""
+    instance = runtime_module.get_runtime_state()
+    assert instance is runtime_module._runtime_state


-def test_runtime_history_lists_recent_runs(monkeypatch, tmp_path):
-    run_dir = tmp_path / "runs" / "20260324_120000"
-    (run_dir / "state").mkdir(parents=True)
-    (run_dir / "team_dashboard").mkdir(parents=True)
-    (run_dir / "state" / "runtime_state.json").write_text(
-        json.dumps(
-            {
-                "context": {
-                    "config_name": "20260324_120000",
-                    "run_dir": str(run_dir),
-                    "bootstrap_values": {"tickers": ["AAPL"]},
-                },
-                "events": [],
-            }
-        ),
-        encoding="utf-8",
+def test_runtime_state_default_values():
+    """RuntimeState initializes with sensible defaults on first instantiation."""
+    # Reset singleton to get fresh __init__ values
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    assert state._runtime_manager is None
+    assert state._gateway_process is None
+    assert state._gateway_port == 8765
+
+
+def test_runtime_state_gateway_port_property():
+    """gateway_port property getter and setter work correctly."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    state.gateway_port = 9999
+    assert state.gateway_port == 9999
+    state.gateway_port = 1234
+    assert state.gateway_port == 1234
+
+
+def test_runtime_state_gateway_process_property():
+    """gateway_process property getter and setter work correctly."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    assert state.gateway_process is None
+
+    fake_process = object()
+    state.gateway_process = fake_process
+    assert state.gateway_process is fake_process
+
+    state.gateway_process = None
+    assert state.gateway_process is None
+
+
+def test_runtime_state_runtime_manager_property():
+    """runtime_manager property getter and setter work correctly."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    assert state.runtime_manager is None
+
+    fake_manager = object()
+    state.runtime_manager = fake_manager
+    assert state.runtime_manager is fake_manager
+
+    state.runtime_manager = None
+    assert state.runtime_manager is None
+
+
+@pytest.mark.filterwarnings("ignore::RuntimeWarning")
+def test_runtime_state_lock_property_is_async():
+    """lock is an async property that returns a coroutine producing an asyncio.Lock."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    lock_coro = state.lock
+    assert asyncio.iscoroutine(lock_coro)
+
+
+@pytest.mark.asyncio
+async def test_runtime_state_async_set_get_gateway_port():
+    """Async setters and getters for gateway_port with lock protection."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    await state.set_gateway_port(8888)
+    assert await state.get_gateway_port() == 8888
+    await state.set_gateway_port(7777)
+    assert await state.get_gateway_port() == 7777
+
+
+@pytest.mark.asyncio
+async def test_runtime_state_async_set_get_gateway_process():
+    """Async setters and getters for gateway_process with lock protection."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    await state.set_gateway_process(None)
+    assert await state.get_gateway_process() is None
+
+    fake_process = object()
+    await state.set_gateway_process(fake_process)
+    assert await state.get_gateway_process() is fake_process
+
+
+@pytest.mark.asyncio
+async def test_runtime_state_async_set_get_runtime_manager():
+    """Async setters and getters for runtime_manager with lock protection."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    await state.set_runtime_manager(None)
+    assert await state.get_runtime_manager() is None
+
+    fake_manager = object()
+    await state.set_runtime_manager(fake_manager)
+    assert await state.get_runtime_manager() is fake_manager
+
+
+# =============================================================================
+# _is_gateway_running helper tests
+# =============================================================================
+
+def test_is_gateway_running_returns_false_when_process_is_none():
+    """_is_gateway_running returns False when gateway_process is None."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    new_state = runtime_module.RuntimeState()
+    new_state._gateway_process = None
+    runtime_module._runtime_state = new_state
+    assert runtime_module._is_gateway_running() is False
+
+
+def test_is_gateway_running_returns_false_when_process_exited():
+    """_is_gateway_running returns False when process has terminated."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    runtime_module._runtime_state = state
+
+    mock_process = MagicMock()
+    mock_process.poll.return_value = 1  # non-None = process has exited
+
+    state._gateway_process = mock_process
+    assert runtime_module._is_gateway_running() is False
+
+
+def test_is_gateway_running_returns_true_when_process_running():
+    """_is_gateway_running returns True when process is alive."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    runtime_module._runtime_state = state
+
+    mock_process = MagicMock()
+    mock_process.poll.return_value = None  # None = still running
+
+    state._gateway_process = mock_process
+    assert runtime_module._is_gateway_running() is True
+
+
+# =============================================================================
+# _stop_gateway helper tests
+# =============================================================================
+
+def test_stop_gateway_returns_false_when_no_process():
+    """_stop_gateway returns False if no gateway process exists."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    new_state = runtime_module.RuntimeState()
+    new_state._gateway_process = None
+    runtime_module._runtime_state = new_state
+
+    result = runtime_module._stop_gateway()
+    assert result is False
+
+
+def test_stop_gateway_sets_process_to_none_after_stop():
+    """_stop_gateway sets _gateway_process to None after stopping."""
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    runtime_module._runtime_state = state
+
+    mock_process = MagicMock()
+    mock_process.poll.return_value = None
+    mock_process.wait.return_value = 0
+
+    state._gateway_process = mock_process
+
+    result = runtime_module._stop_gateway()
+
+    assert result is True
+    assert state._gateway_process is None
+    mock_process.terminate.assert_called_once()
+    mock_process.wait.assert_called_once()
+
+
+def test_stop_gateway_kills_when_terminate_times_out():
+    """_stop_gateway kills the process if terminate times out."""
+    import subprocess
+    runtime_module.RuntimeState._instance = None
+    runtime_module.RuntimeState._lock = asyncio.Lock()
+    state = runtime_module.RuntimeState()
+    runtime_module._runtime_state = state
+
+    mock_process = MagicMock()
+    mock_process.poll.return_value = None
+    mock_process.wait.side_effect = subprocess.TimeoutExpired("cmd", 5)
+    mock_process.kill.return_value = None
+
+    state._gateway_process = mock_process
+
+    result = runtime_module._stop_gateway()
+
+    assert result is True
+    assert state._gateway_process is None
+    mock_process.kill.assert_called_once()
+
+
+# =============================================================================
+# _build_gateway_ws_url helper tests
+# =============================================================================
+
+def test_build_gateway_ws_url_defaults_to_ws():
+    from fastapi import Request
+
+    mock_request = MagicMock(spec=Request)
+    mock_request.headers.get.side_effect = lambda k, d="": d
+    mock_request.url.scheme = "http"
+    mock_request.url.hostname = "localhost"
+
+    url = runtime_module._build_gateway_ws_url(mock_request, 8765)
+    assert url == "ws://localhost:8765"
+
+
+def test_build_gateway_ws_url_uses_wss_for_https():
+    from fastapi import Request
+
+    mock_request = MagicMock(spec=Request)
+    mock_request.headers.get.side_effect = lambda k, d="": d
+    mock_request.url.scheme = "https"
+    mock_request.url.hostname = "example.com"
+
+    url = runtime_module._build_gateway_ws_url(mock_request, 8765)
+    assert url == "wss://example.com:8765"
+
+
+def test_build_gateway_ws_url_respects_forwarded_proto():
+    from fastapi import Request
+
+    mock_request = MagicMock(spec=Request)
+    def header_get(key, default=""):
+        if key == "x-forwarded-proto":
+            return "https"
+        return default
+    mock_request.headers.get.side_effect = header_get
+    mock_request.url.scheme = "http"
+    mock_request.url.hostname = "internal.example"
+
+    url = runtime_module._build_gateway_ws_url(mock_request, 8765)
+    assert url == "wss://internal.example:8765"
+
+
+def test_build_gateway_ws_url_respects_forwarded_host():
+    from fastapi import Request
+
+    mock_request = MagicMock(spec=Request)
+    mock_request.headers.get.side_effect = lambda k, d="": {
+        "x-forwarded-host": "external.example.com"
+    }.get(k, d)
+    mock_request.url.scheme = "http"
+    mock_request.url.hostname = "internal.example"
+
+    url = runtime_module._build_gateway_ws_url(mock_request, 8765)
+    assert url == "ws://external.example.com:8765"
+
+
+# =============================================================================
+# _normalize_runtime_config_updates tests
+# =============================================================================
+
+
+def test_normalize_runtime_config_updates_validates_schedule_mode():
+    req = runtime_module.UpdateRuntimeConfigRequest(schedule_mode="invalid")
+    with pytest.raises(HTTPException) as exc_info:
+        runtime_module._normalize_runtime_config_updates(req)
+    assert "schedule_mode" in str(exc_info.value.detail).lower()
+
+
+def test_normalize_runtime_config_updates_validates_schedule_mode_values():
+    for invalid in ["weekly", "monthly", "once"]:
+        req = runtime_module.UpdateRuntimeConfigRequest(schedule_mode=invalid)
+        with pytest.raises(HTTPException):
+            runtime_module._normalize_runtime_config_updates(req)
+
+
+def test_normalize_runtime_config_updates_accepts_daily_and_intraday():
+    for valid in ["daily", "intraday", "DAILY", "IntraDay"]:
+        req = runtime_module.UpdateRuntimeConfigRequest(schedule_mode=valid)
+        result = runtime_module._normalize_runtime_config_updates(req)
+        assert "schedule_mode" in result
+
+
+def test_normalize_runtime_config_updates_validates_trigger_time_format():
+    req = runtime_module.UpdateRuntimeConfigRequest(trigger_time="25:99")
+    with pytest.raises(HTTPException) as exc_info:
+        runtime_module._normalize_runtime_config_updates(req)
+    assert "trigger_time" in str(exc_info.value.detail).lower()
+
+
+def test_normalize_runtime_config_updates_accepts_now_trigger_time():
+    req = runtime_module.UpdateRuntimeConfigRequest(trigger_time="now")
+    result = runtime_module._normalize_runtime_config_updates(req)
+    assert result["trigger_time"] == "now"
+
+
+def test_normalize_runtime_config_updates_defaults_empty_trigger_time():
+    req = runtime_module.UpdateRuntimeConfigRequest(trigger_time="  ")
+    result = runtime_module._normalize_runtime_config_updates(req)
+    assert result["trigger_time"] == "09:30"
+
+
+def test_normalize_runtime_config_updates_rejects_no_updates():
+    req = runtime_module.UpdateRuntimeConfigRequest()
+    with pytest.raises(HTTPException) as exc_info:
+        runtime_module._normalize_runtime_config_updates(req)
+    assert "no runtime config updates" in str(exc_info.value.detail).lower()
+
+
+def test_normalize_runtime_config_updates_coerces_types():
+    req = runtime_module.UpdateRuntimeConfigRequest(
+        schedule_mode="intraday",
+        interval_minutes="30",  # string from JSON
+        initial_cash="50000.0",  # string from JSON
+        margin_requirement="0.25",
    )
-    (run_dir / "team_dashboard" / "summary.json").write_text(
-        json.dumps({"totalTrades": 3, "totalAssetValue": 123456.0}),
-        encoding="utf-8",
-    )
-
-    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
-
-    with TestClient(create_app()) as client:
-        response = client.get("/api/runtime/history?limit=5")
-
-    assert response.status_code == 200
-    payload = response.json()
-    assert payload["runs"][0]["run_id"] == "20260324_120000"
-    assert payload["runs"][0]["total_trades"] == 3
+    result = runtime_module._normalize_runtime_config_updates(req)
+    assert result["schedule_mode"] == "intraday"
+    assert result["interval_minutes"] == 30
+    assert result["initial_cash"] == 50000.0
+    assert result["margin_requirement"] == 0.25


-def test_restore_run_assets_copies_state(monkeypatch, tmp_path):
-    source_run = tmp_path / "runs" / "20260324_100000"
-    (source_run / "team_dashboard").mkdir(parents=True)
-    (source_run / "state").mkdir(parents=True)
-    (source_run / "agents").mkdir(parents=True)
-    (source_run / "team_dashboard" / "_internal_state.json").write_text("{}", encoding="utf-8")
-    (source_run / "state" / "server_state.json").write_text("{}", encoding="utf-8")
+# =============================================================================
+# register_runtime_manager / unregister_runtime_manager tests
+# =============================================================================

-    target_run = tmp_path / "runs" / "20260324_130000"
+def test_register_runtime_manager_sets_module_and_singleton():
+    runtime_module._runtime_state._initialized = True  # prevent re-init
+    fake_manager = object()

-    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
+    runtime_module.register_runtime_manager(fake_manager)

-    runtime_module._restore_run_assets("20260324_100000", target_run)
-
-    assert (target_run / "team_dashboard" / "_internal_state.json").exists()
-    assert (target_run / "state" / "server_state.json").exists()
+    assert runtime_module.runtime_manager is fake_manager
+    assert runtime_module._runtime_state.runtime_manager is fake_manager


-def test_start_runtime_restore_reuses_historical_run_id(monkeypatch, tmp_path):
-    run_dir = tmp_path / "runs" / "20260324_100000"
-    (run_dir / "state").mkdir(parents=True)
-    (run_dir / "state" / "runtime_state.json").write_text(
-        json.dumps(
-            {
-                "context": {
-                    "config_name": "20260324_100000",
-                    "run_dir": str(run_dir),
-                    "bootstrap_values": {
-                        "tickers": ["AAPL"],
-                        "schedule_mode": "intraday",
-                        "interval_minutes": 30,
-                        "trigger_time": "now",
-                        "max_comm_cycles": 2,
-                        "initial_cash": 100000.0,
-                        "margin_requirement": 0.0,
-                        "enable_memory": False,
-                        "mode": "live",
-                        "poll_interval": 10,
-                    },
-                }
-            }
-        ),
-        encoding="utf-8",
-    )
+def test_unregister_runtime_manager_clears_module_and_singleton():
+    runtime_module._runtime_state._initialized = True  # prevent re-init
+    runtime_module._runtime_state.runtime_manager = object()
+    runtime_module.runtime_manager = object()

-    class _DummyManager:
-        def __init__(self, config_name, run_dir, bootstrap):
-            self.config_name = config_name
-            self.run_dir = Path(run_dir)
-            self.bootstrap = bootstrap
-            self.context = None
+    runtime_module.unregister_runtime_manager()

-        def prepare_run(self):
-            self.context = type(
-                "Ctx",
-                (),
-                {
-                    "config_name": self.config_name,
-                    "run_dir": self.run_dir,
-                    "bootstrap_values": self.bootstrap,
-                },
-            )()
-            return self.context
+    assert runtime_module.runtime_manager is None
+    assert runtime_module._runtime_state.runtime_manager is None

-    class _DummyProcess:
-        def poll(self):
-            return None

-    monkeypatch.setattr(runtime_module, "PROJECT_ROOT", tmp_path)
-    monkeypatch.setattr(runtime_module, "_find_available_port", lambda start_port=8765, max_port=9000: 8765)
-    monkeypatch.setattr(runtime_module, "_start_gateway_process", lambda **kwargs: _DummyProcess())
-    monkeypatch.setattr(runtime_module, "_stop_gateway", lambda: True)
-    monkeypatch.setattr("backend.runtime.manager.TradingRuntimeManager", _DummyManager)
-    runtime_state = runtime_module.get_runtime_state()
-    runtime_state.gateway_process = None
+# =============================================================================
+# _generate_run_id tests
+# =============================================================================

-    with TestClient(create_app()) as client:
-        response = client.post(
-            "/api/runtime/start",
-            json={
-                "launch_mode": "restore",
-                "restore_run_id": "20260324_100000",
-                "tickers": [],
-            },
-        )
-
-    assert response.status_code == 200
-    payload = response.json()
-    assert payload["run_id"] == "20260324_100000"
-    assert payload["run_dir"] == str(run_dir)
+def test_generate_run_id_returns_timestamp_format():
+    run_id = runtime_module._generate_run_id()
+    # Format: YYYYMMDD_HHMMSS - length is 15
+    assert len(run_id) == 15
+    assert run_id[8] == "_"  # separator between date and time
+    assert run_id[:8].isdigit()  # YYYYMMDD
+    assert run_id[9:].isdigit()  # HHMMSS
--- a/backend/tests/test_service_clients.py
+++ b/backend/tests/test_service_clients.py
@@ -4,7 +4,6 @@
 import pytest

 from shared.client.control_client import ControlPlaneClient
-from shared.client.openclaw_client import OpenClawServiceClient
 from shared.client.runtime_client import RuntimeServiceClient


@@ -106,25 +105,3 @@ async def test_runtime_service_client_hits_current_runtime_routes():
        ("get", "/config", None),
        ("put", "/config", {"schedule_mode": "intraday"}),
    ]
-
-
-@pytest.mark.asyncio
-async def test_openclaw_service_client_hits_current_openclaw_routes():
-    client = OpenClawServiceClient()
-    client._client = _DummyAsyncClient()
-
-    await client.fetch_status()
-    await client.list_sessions()
-    await client.get_session("main/session-1")
-    await client.get_session_history("main/session-1", limit=5)
-    await client.list_cron_jobs()
-    await client.list_approvals()
-
-    assert client._client.calls == [
-        ("get", "/status", None),
-        ("get", "/sessions", None),
-        ("get", "/sessions/main/session-1", None),
-        ("get", "/sessions/main/session-1/history", {"limit": 5}),
-        ("get", "/cron", None),
-        ("get", "/approvals", None),
-    ]
--- a/backend/tests/test_trading_domain.py
+++ b/backend/tests/test_trading_domain.py
@@ -1,47 +1,21 @@
 # -*- coding: utf-8 -*-
-"""Unit tests for the trading domain helpers."""
+"""Unit tests for data_tools functions (replaces the deleted trading_domain)."""

-from backend.domains import trading as trading_domain
+from backend.tools.data_tools import (
+    get_company_news,
+    get_financial_metrics,
+    get_insider_trades,
+    get_market_cap,
+    get_prices,
+    search_line_items,
+)


-def test_trading_domain_payload_wrappers(monkeypatch):
-    monkeypatch.setattr(trading_domain, "get_prices", lambda ticker, start_date, end_date: [{"close": 1}])
-    monkeypatch.setattr(trading_domain, "get_financial_metrics", lambda ticker, end_date, period, limit: [{"ticker": ticker}])
-    monkeypatch.setattr(trading_domain, "get_company_news", lambda ticker, end_date, start_date=None, limit=1000: [{"ticker": ticker}])
-    monkeypatch.setattr(trading_domain, "get_insider_trades", lambda ticker, end_date, start_date=None, limit=1000: [{"ticker": ticker}])
-    monkeypatch.setattr(trading_domain, "get_market_cap", lambda ticker, end_date: 2.5e12)
-
-    assert trading_domain.get_prices_payload(ticker="AAPL", start_date="2026-03-01", end_date="2026-03-16") == {
-        "ticker": "AAPL",
-        "prices": [{"close": 1}],
-    }
-    assert trading_domain.get_financials_payload(ticker="AAPL", end_date="2026-03-16") == {
-        "financial_metrics": [{"ticker": "AAPL"}],
-    }
-    assert trading_domain.get_news_payload(ticker="AAPL", end_date="2026-03-16") == {
-        "news": [{"ticker": "AAPL"}],
-    }
-    assert trading_domain.get_insider_trades_payload(ticker="AAPL", end_date="2026-03-16") == {
-        "insider_trades": [{"ticker": "AAPL"}],
-    }
-    assert trading_domain.get_market_cap_payload(ticker="AAPL", end_date="2026-03-16") == {
-        "ticker": "AAPL",
-        "end_date": "2026-03-16",
-        "market_cap": 2.5e12,
-    }
-
-
-def test_get_market_status_payload_uses_market_service(monkeypatch):
-    class _FakeMarketService:
-        def __init__(self, tickers):
-            self.tickers = tickers
-
-        def get_market_status(self):
-            return {"status": "open", "status_text": "Open"}
-
-    monkeypatch.setattr(trading_domain, "MarketService", _FakeMarketService)
-
-    assert trading_domain.get_market_status_payload() == {
-        "status": "open",
-        "status_text": "Open",
-    }
+def test_data_tools_functions_exist():
+    """Verify that all data_tools functions are importable and callable."""
+    assert callable(get_prices)
+    assert callable(get_financial_metrics)
+    assert callable(get_company_news)
+    assert callable(get_insider_trades)
+    assert callable(get_market_cap)
+    assert callable(search_line_items)
--- a/backend/tests/test_trading_service_app.py
+++ b/backend/tests/test_trading_service_app.py
@@ -24,10 +24,8 @@ def test_trading_service_routes_are_exposed():

 def test_trading_service_prices_endpoint(monkeypatch):
    monkeypatch.setattr(
-        "backend.domains.trading.get_prices_payload",
-        lambda ticker, start_date, end_date: {
-            "ticker": ticker,
-            "prices": [
+        "backend.apps.trading_service.get_prices",
+        lambda ticker, start_date, end_date: [
            Price(
                open=1.0,
                close=2.0,
@@ -37,7 +35,6 @@ def test_trading_service_prices_endpoint(monkeypatch):
                time="2026-03-20",
            )
        ],
-        },
    )

    with TestClient(create_app()) as client:
@@ -57,9 +54,8 @@ def test_trading_service_prices_endpoint(monkeypatch):

 def test_trading_service_financials_endpoint(monkeypatch):
    monkeypatch.setattr(
-        "backend.domains.trading.get_financials_payload",
-        lambda ticker, end_date, period, limit: {
-            "financial_metrics": [
+        "backend.apps.trading_service.get_financial_metrics",
+        lambda ticker, end_date, period, limit: [
            FinancialMetrics(
                ticker=ticker,
                report_period=end_date,
@@ -105,8 +101,7 @@ def test_trading_service_financials_endpoint(monkeypatch):
                book_value_per_share=None,
                free_cash_flow_per_share=None,
            )
-            ]
-        },
+        ],
    )

    with TestClient(create_app()) as client:
@@ -121,9 +116,8 @@ def test_trading_service_financials_endpoint(monkeypatch):

 def test_trading_service_news_and_insider_endpoints(monkeypatch):
    monkeypatch.setattr(
-        "backend.domains.trading.get_news_payload",
-        lambda ticker, end_date, start_date=None, limit=1000: {
-            "news": [
+        "backend.apps.trading_service.get_company_news",
+        lambda ticker, end_date, start_date=None, limit=1000: [
            CompanyNews(
                ticker=ticker,
                title="News title",
@@ -131,16 +125,13 @@ def test_trading_service_news_and_insider_endpoints(monkeypatch):
                url="https://example.com/news",
                date=end_date,
            )
-            ]
-        },
+        ],
    )
    monkeypatch.setattr(
-        "backend.domains.trading.get_insider_trades_payload",
-        lambda ticker, end_date, start_date=None, limit=1000: {
-            "insider_trades": [
+        "backend.apps.trading_service.get_insider_trades",
+        lambda ticker, end_date, start_date=None, limit=1000: [
            InsiderTrade(ticker=ticker, filing_date=end_date)
-            ]
-        },
+        ],
    )

    with TestClient(create_app()) as client:
@@ -165,8 +156,8 @@ def test_trading_service_market_status_endpoint(monkeypatch):
            return {"status": "open", "status_text": "Open"}

    monkeypatch.setattr(
-        "backend.domains.trading.get_market_status_payload",
-        lambda: _FakeMarketService().get_market_status(),
+        "backend.apps.trading_service.MarketService",
+        lambda tickers: _FakeMarketService(),
    )

    with TestClient(create_app()) as client:
@@ -178,12 +169,8 @@ def test_trading_service_market_status_endpoint(monkeypatch):

 def test_trading_service_market_cap_endpoint(monkeypatch):
    monkeypatch.setattr(
-        "backend.domains.trading.get_market_cap_payload",
-        lambda ticker, end_date: {
-            "ticker": ticker,
-            "end_date": end_date,
-            "market_cap": 3.5e12,
-        },
+        "backend.apps.trading_service.get_market_cap",
+        lambda ticker, end_date: 3.5e12,
    )

    with TestClient(create_app()) as client:
@@ -202,9 +189,8 @@ def test_trading_service_market_cap_endpoint(monkeypatch):

 def test_trading_service_line_items_endpoint(monkeypatch):
    monkeypatch.setattr(
-        "backend.domains.trading.get_line_items_payload",
-        lambda ticker, line_items, end_date, period, limit: {
-            "search_results": [
+        "backend.apps.trading_service.search_line_items",
+        lambda ticker, line_items, end_date, period, limit: [
            LineItem(
                ticker=ticker,
                report_period=end_date,
@@ -212,8 +198,7 @@ def test_trading_service_line_items_endpoint(monkeypatch):
                currency="USD",
                free_cash_flow=123.0,
            )
-            ]
-        },
+        ],
    )

    with TestClient(create_app()) as client:
--- a/backend/tools/technical_signals.py
+++ b/backend/tools/technical_signals.py
@@ -48,7 +48,7 @@ class TechnicalSignal:


 class StockTechnicalAnalyzer:
-    """Lightweight technical analyzer adapted for 大时代 tools."""
+    """Lightweight technical analyzer adapted for EvoTraders tools."""

    def analyze(self, ticker: str, df: pd.DataFrame) -> TechnicalSignal:
        """Analyze one ticker from OHLC price history."""
--- a/backend/utils/settlement.py
+++ b/backend/utils/settlement.py
@@ -228,12 +228,12 @@ class SettlementCoordinator:

        all_evaluations = {**analyst_evaluations, **pm_evaluations}

-        leaderboard = self.storage.load_export_file("leaderboard") or []
+        leaderboard = self.storage.load_file("leaderboard") or []
        updated_leaderboard = update_leaderboard_with_evaluations(
            leaderboard,
            all_evaluations,
        )
-        self.storage.save_export_file("leaderboard", updated_leaderboard)
+        self.storage.save_file("leaderboard", updated_leaderboard)

        self._update_summary_with_baselines(
            date,
--- a/backend/utils/terminal_dashboard.py
+++ b/backend/utils/terminal_dashboard.py
@@ -0,0 +1,359 @@
+# -*- coding: utf-8 -*-
+"""
+Terminal Dashboard - Persistent unified panel using Rich Live
+"""
+# pylint: disable=R0915,R0912
+import logging
+import threading
+import time
+from typing import Any, Dict, List, Optional
+
+from rich.console import Console
+from rich.live import Live
+from rich.panel import Panel
+from rich.table import Table
+
+logger = logging.getLogger(__name__)
+
+
+class TerminalDashboard:
+    """Unified persistent terminal dashboard"""
+
+    def __init__(self, console: Console = None):
+        self.console = console or Console()
+        self.live: Optional[Live] = None
+
+        # Config state
+        self.mode = "live"
+        self.config_name = ""
+        self.host = "0.0.0.0"
+        self.port = 8765
+        self.poll_interval = 10
+        self.trigger_time = "now"
+        self.mock = False
+        self.enable_memory = False
+        self.local_time = ""
+        self.nyse_time = ""
+        self.start_date = ""
+        self.end_date = ""
+        self.tickers: List[str] = []
+        self.initial_cash = 100000.0
+        self.data_sources: Dict[str, Any] = {}
+
+        # Trading state
+        self.current_date = "-"
+        self.status = "Initializing"
+        self.total_value = 0.0
+        self.cash = 0.0
+        self.pnl_pct = 0.0
+        self.holdings: List[Dict] = []
+        self.trades: List[Dict] = []
+        self.days_completed = 0
+        self.days_total = 0
+
+        # Progress message (last line)
+        self.progress = ""
+        self._dots_index = 0
+        self._animator_running = False
+        self._animator_thread: Optional[threading.Thread] = None
+
+    def set_config(
+        self,
+        mode: str,
+        config_name: str,
+        host: str,
+        port: int,
+        poll_interval: int,
+        trigger_time: str = "now",
+        mock: bool = False,
+        enable_memory: bool = False,
+        local_time: str = "",
+        nyse_time: str = "",
+        start_date: str = "",
+        end_date: str = "",
+        tickers: List[str] = None,
+        initial_cash: float = 100000.0,
+        data_sources: Dict[str, Any] = None,
+    ):
+        """Set configuration state"""
+        self.mode = mode
+        self.config_name = config_name
+        self.host = host
+        self.port = port
+        self.poll_interval = poll_interval
+        self.trigger_time = trigger_time
+        self.mock = mock
+        self.enable_memory = enable_memory
+        self.local_time = local_time
+        self.nyse_time = nyse_time
+        self.start_date = start_date
+        self.end_date = end_date
+        self.tickers = tickers or []
+        self.initial_cash = initial_cash
+        self.data_sources = data_sources or {}
+        self.total_value = initial_cash
+        self.cash = initial_cash
+
+    def _build_panel(self) -> Panel:
+        """Build the unified dashboard panel"""
+        # Main grid
+        main_table = Table.grid(padding=(0, 2))
+        main_table.add_column(width=28)
+        main_table.add_column(width=22)
+        main_table.add_column(width=22)
+
+        # Left: Config + Status
+        left = Table.grid(padding=(0, 0))
+        left.add_column()
+
+        # Mode line
+        if self.mode == "backtest":
+            mode_str = "[cyan]Backtest[/cyan]"
+        elif self.mock:
+            mode_str = "[yellow]MOCK[/yellow]"
+        else:
+            mode_str = "[green]LIVE[/green]"
+
+        left.add_row(f"[bold]Mode:[/bold] {mode_str}")
+        left.add_row(f"[dim]Config:[/dim] {self.config_name}")
+        left.add_row(f"[dim]Server:[/dim] {self.host}:{self.port}")
+        preferred_sources = self.data_sources.get("preferred", [])
+        if preferred_sources:
+            left.add_row(
+                f"[dim]Data:[/dim] {' -> '.join(preferred_sources)}",
+            )
+
+        if self.mode == "live" and self.nyse_time:
+            left.add_row(f"[dim]NYSE:[/dim] {self.nyse_time[:19]}")
+            trigger_display = (
+                "[green]NOW[/green]"
+                if self.trigger_time == "now"
+                else self.trigger_time
+            )
+            left.add_row(f"[dim]Trigger:[/dim] {trigger_display}")
+
+        # Status
+        left.add_row("")
+        status_style = "green" if self.status == "Running" else "yellow"
+        left.add_row(
+            "[bold]Status:[/bold] "
+            f"[{status_style}]{self.status}[/{status_style}]",
+        )
+        if self.mode == "backtest":
+            left.add_row(
+                f"[dim]Backtesting Period:[/dim] {self.days_total} days\n"
+                f"  {self.start_date} -> {self.end_date}",
+            )
+        left.add_row(f"[dim]Current Date:[/dim] {self.current_date}")
+
+        # Middle: Portfolio
+        mid = Table.grid(padding=(0, 0))
+        mid.add_column()
+
+        pnl_style = "green" if self.pnl_pct >= 0 else "red"
+        mid.add_row("[bold]Portfolio[/bold]")
+        mid.add_row(f"NAV: [bold]${self.total_value:,.0f}[/bold]")
+        mid.add_row(f"Cash: ${self.cash:,.0f}")
+        mid.add_row(f"P&L: [{pnl_style}]{self.pnl_pct:+.2f}%[/{pnl_style}]")
+
+        # Positions
+        mid.add_row("")
+        mid.add_row("[bold]Positions[/bold]")
+        stock_holdings = [
+            h for h in self.holdings if h.get("ticker") != "CASH"
+        ]
+        if stock_holdings:
+            for h in stock_holdings[:7]:
+                qty = h.get("quantity", 0)
+                ticker = h.get("ticker", "")[:5]
+                val = h.get("marketValue", 0)
+                qty_str = f"{qty:+d}" if qty != 0 else "0"
+                mid.add_row(
+                    f"[cyan]{ticker:<5}[/cyan] {qty_str:>5} ${val:>7,.0f}",
+                )
+            if len(stock_holdings) > 7:
+                mid.add_row(f"[dim]+{len(stock_holdings) - 7} more[/dim]")
+        else:
+            mid.add_row("[dim]No positions[/dim]")
+
+        # Right: Recent Trades
+        right = Table.grid(padding=(0, 0))
+        right.add_column()
+
+        right.add_row("[bold]Recent Trades[/bold]")
+        if self.trades:
+            for t in self.trades[:10]:
+                side = t.get("side", "")
+                ticker = t.get("ticker", "")[:5]
+                qty = t.get("qty", 0)
+                if side == "LONG":
+                    side_str = "[green]L[/green]"
+                elif side == "SHORT":
+                    side_str = "[red]S[/red]"
+                else:
+                    side_str = "[dim]H[/dim]"
+                right.add_row(f"{side_str} [cyan]{ticker:<5}[/cyan] {qty:>4}")
+            if len(self.trades) > 10:
+                right.add_row(f"[dim]+{len(self.trades) - 10} more[/dim]")
+        else:
+            right.add_row("[dim]No trades[/dim]")
+
+        main_table.add_row(left, mid, right)
+
+        # Outer table to add progress line at bottom
+        outer = Table.grid(padding=(0, 0))
+        outer.add_column()
+        outer.add_row(main_table)
+
+        # Progress line (last row) with animated dots
+        if self.progress:
+            DOTS_FRAMES = ["   ", ".  ", ".. ", "..."]
+            dots = DOTS_FRAMES[self._dots_index % len(DOTS_FRAMES)]
+            outer.add_row("")
+            outer.add_row(f"[dim]> {self.progress}{dots}[/dim]")
+
+        # Build panel
+        title = "[bold cyan]EvoTraders[/bold cyan]"
+        if self.mode == "backtest":
+            title += " [dim]Backtest[/dim]"
+        elif self.mock:
+            title += " [dim]Mock[/dim]"
+        else:
+            title += " [dim]Live[/dim]"
+
+        return Panel(
+            outer,
+            title=title,
+            border_style="cyan",
+            padding=(0, 1),
+        )
+
+    def _run_animator(self):
+        """Background thread to animate the dots"""
+        while self._animator_running:
+            time.sleep(0.3)
+            if self.progress and self.live:
+                self._dots_index += 1
+                self.live.update(self._build_panel())
+
+    def start(self):
+        """Start the live dashboard display"""
+        self.live = Live(
+            self._build_panel(),
+            console=self.console,
+            refresh_per_second=4,
+            vertical_overflow="visible",
+        )
+        self.live.start()
+
+        # Start animator thread
+        self._animator_running = True
+        self._animator_thread = threading.Thread(
+            target=self._run_animator,
+            daemon=True,
+        )
+        self._animator_thread.start()
+
+    def stop(self):
+        """Stop the live dashboard"""
+        self._animator_running = False
+        if self._animator_thread:
+            self._animator_thread.join(timeout=0.5)
+            self._animator_thread = None
+        if self.live:
+            self.live.stop()
+            self.live = None
+
+    def update(
+        self,
+        date: str = None,
+        status: str = None,
+        portfolio: Dict[str, Any] = None,
+        holdings: List[Dict] = None,
+        trades: List[Dict] = None,
+        days_completed: int = None,
+        days_total: int = None,
+        data_sources: Dict[str, Any] = None,
+    ):
+        """Update dashboard state and refresh display"""
+        if date:
+            self.current_date = date
+        if status:
+            self.status = status
+        if days_completed is not None:
+            self.days_completed = days_completed
+        if days_total is not None:
+            self.days_total = days_total
+
+        if portfolio:
+            self.total_value = portfolio.get(
+                "totalAssetValue",
+                0,
+            ) or portfolio.get(
+                "total_value",
+                self.initial_cash,
+            )
+            self.cash = portfolio.get("cashPosition", 0) or portfolio.get(
+                "cash",
+                self.initial_cash,
+            )
+            if self.total_value > 0 and self.initial_cash > 0:
+                self.pnl_pct = (
+                    (self.total_value - self.initial_cash) / self.initial_cash
+                ) * 100
+
+        if holdings is not None:
+            self.holdings = holdings
+        if trades is not None:
+            self.trades = trades
+        if data_sources is not None:
+            self.data_sources = data_sources
+
+        if self.live:
+            self.live.update(self._build_panel())
+
+    def log(self, msg: str, also_log: bool = True):
+        """
+        Update progress message and refresh panel
+
+        Args:
+            msg: Progress message to display
+            also_log: Whether to also write to logger (default True)
+        """
+        self.progress = msg
+        if also_log:
+            logger.info(msg)
+        if self.live:
+            self.live.update(self._build_panel())
+
+    def print_final_summary(self):
+        """Print final summary when dashboard stops"""
+        pnl_style = "green" if self.pnl_pct >= 0 else "red"
+
+        if self.mode == "backtest":
+            msg = (
+                f"[bold]Backtest Complete[/bold] | "
+                f"Days: {self.days_completed} | "
+                f"NAV: ${self.total_value:,.0f} | "
+                f"Return: [{pnl_style}]{self.pnl_pct:+.2f}%[/{pnl_style}]"
+            )
+        else:
+            msg = (
+                f"[bold]Session End[/bold] | "
+                f"NAV: ${self.total_value:,.0f} | "
+                f"P&L: [{pnl_style}]{self.pnl_pct:+.2f}%[/{pnl_style}]"
+            )
+
+        self.console.print(Panel(msg, border_style="green"))
+
+
+# Global instance
+_dashboard: Optional[TerminalDashboard] = None
+
+
+def get_dashboard() -> TerminalDashboard:
+    """Get or create global dashboard instance"""
+    global _dashboard
+    if _dashboard is None:
+        _dashboard = TerminalDashboard()
+    return _dashboard
--- a/backtest/state/server_state.json
+++ b/backtest/state/server_state.json
@@ -2626,5 +2626,6 @@
  "trading_days_completed": 5,
  "server_mode": "backtest",
  "is_backtest": true,
+  "is_mock_mode": false,
  "last_saved": "2026-03-12T23:07:31.098122"
 }
--- a/deploy/README.md
+++ b/deploy/README.md
@@ -1,135 +0,0 @@
-# Deployment Notes
-
-This directory contains the current production-oriented deployment artifacts for
-the 大时代 frontend site and the live gateway process.
-
-## Contents
-
- [deploy/systemd/evotraders.service](./systemd/evotraders.service)
-  - systemd unit for the long-running 大时代 gateway process
- [scripts/run_prod.sh](../scripts/run_prod.sh)
-  - production launch script used by the systemd unit
- [deploy/nginx/bigtime.cillinn.com.conf](./nginx/bigtime.cillinn.com.conf)
-  - HTTPS nginx config with WebSocket proxying
- [deploy/nginx/bigtime.cillinn.com.http.conf](./nginx/bigtime.cillinn.com.http.conf)
-  - plain HTTP/static-site variant
-
-## Current Production Shape
-
-The checked-in production path is intentionally minimal:
-
- nginx serves the built frontend from `/var/www/bigtime/current`
- public domain examples use `bigtime.cillinn.com`
- nginx proxies `/ws` to `127.0.0.1:8765`
- systemd runs `scripts/run_prod.sh`
- `scripts/run_prod.sh` starts `python3 -m backend.main` in live mode on `127.0.0.1:8765`
-
-This means the checked-in production example is centered on the gateway and
-frontend, not on exposing the split FastAPI services directly.
-
-## Important Paths And Ports
-
- frontend root: `/var/www/bigtime/current`
- gateway bind: `127.0.0.1:8765`
- public WebSocket path: `/ws`
- working directory expected by systemd: `/root/code/evotraders`
-
-## systemd
-
-The current systemd unit:
-
- uses `WorkingDirectory=/root/code/evotraders`
- executes [scripts/run_prod.sh](../scripts/run_prod.sh)
- restarts automatically on failure
-
-Enable and start:
-
-```bash
-sudo cp deploy/systemd/evotraders.service /etc/systemd/system/evotraders.service
-sudo systemctl daemon-reload
-sudo systemctl enable evotraders
-sudo systemctl start evotraders
-```
-
-Check status and logs:
-
-```bash
-sudo systemctl status evotraders
-journalctl -u evotraders -f
-```
-
-## nginx
-
-The HTTPS nginx config does two things:
-
- redirects `http://bigtime.cillinn.com` to HTTPS
- proxies `/ws` to the local gateway process with WebSocket upgrade headers
-
-Typical install flow:
-
-```bash
-sudo cp deploy/nginx/bigtime.cillinn.com.conf /etc/nginx/sites-available/bigtime.cillinn.com.conf
-sudo ln -s /etc/nginx/sites-available/bigtime.cillinn.com.conf /etc/nginx/sites-enabled/
-sudo nginx -t
-sudo systemctl reload nginx
-```
-
-The checked-in TLS config expects Let's Encrypt assets at:
-
- `/etc/letsencrypt/live/bigtime.cillinn.com/fullchain.pem`
- `/etc/letsencrypt/live/bigtime.cillinn.com/privkey.pem`
-
-## Environment Expectations
-
-Before using the production scripts, ensure the runtime environment has:
-
- a usable Python environment
- backend dependencies installed from `requirements.txt`
- the package installed with `pip install -e .` or `uv pip install -e .`
- frontend dependencies installed with `npm ci`
- repo dependencies installed
- required market/model API keys
- any desired `TICKERS` override
-
-Recommended production install sequence:
-
-```bash
-python3 -m venv .venv
-source .venv/bin/activate
-pip install -r requirements.txt
-pip install -e .
-cd frontend && npm ci && npm run build && cd ..
-```
-
-The production script currently sets:
-
-```bash
-PYTHONPATH=/root/code/evotraders/.pydeps:.
-TICKERS=${TICKERS:-AAPL,MSFT,GOOGL,AMZN,NVDA,META,TSLA,AMD,NFLX,AVGO,PLTR,COIN}
-```
-
-It then launches:
-
-```bash
-python3 -m backend.main \
-  --mode live \
-  --config-name production \
-  --host 127.0.0.1 \
-  --port 8765 \
-  --trigger-time now \
-  --poll-interval 15
-```
-
-## What This Deployment Does Not Yet Cover
-
-The checked-in deployment artifacts do not currently document or automate:
-
- split FastAPI service deployment on `8000` to `8004`
- OpenClaw gateway deployment on `18789`
- database backup/retention workflows
- frontend build/publish steps
- secret management
-
-If you move production fully to split-service mode, update this directory so it
-documents the new service topology explicitly instead of relying on the gateway-
-only path.
--- a/deploy/nginx/evotraders.cillinn.com.conf
+++ b/deploy/nginx/evotraders.cillinn.com.conf
@@ -1,9 +1,9 @@
 server {
    listen 80;
-    server_name bigtime.cillinn.com;
+    server_name evotraders.cillinn.com;

    location /.well-known/acme-challenge/ {
-        root /var/www/bigtime/current;
+        root /var/www/evotraders/current;
        allow all;
    }

@@ -14,13 +14,13 @@ server {

 server {
    listen 443 ssl http2;
-    server_name bigtime.cillinn.com;
+    server_name evotraders.cillinn.com;

-    root /var/www/bigtime/current;
+    root /var/www/evotraders/current;
    index index.html;

-    ssl_certificate /etc/letsencrypt/live/bigtime.cillinn.com/fullchain.pem;
-    ssl_certificate_key /etc/letsencrypt/live/bigtime.cillinn.com/privkey.pem;
+    ssl_certificate /etc/letsencrypt/live/evotraders.cillinn.com/fullchain.pem;
+    ssl_certificate_key /etc/letsencrypt/live/evotraders.cillinn.com/privkey.pem;
    include /etc/letsencrypt/options-ssl-nginx.conf;
    ssl_dhparam /etc/letsencrypt/ssl-dhparams.pem;

--- a/deploy/nginx/evotraders.cillinn.com.http.conf
+++ b/deploy/nginx/evotraders.cillinn.com.http.conf
@@ -1,8 +1,8 @@
 server {
    listen 80;
-    server_name bigtime.cillinn.com;
+    server_name evotraders.cillinn.com;

-    root /var/www/bigtime/current;
+    root /var/www/evotraders/current;
    index index.html;

    location /.well-known/acme-challenge/ {
--- a/deploy/systemd/evotraders.service
+++ b/deploy/systemd/evotraders.service
@@ -1,5 +1,5 @@
 [Unit]
-Description=大时代 Production Service
+Description=EvoTraders Production Service
 After=network.target

 [Service]
--- a/docs/assets/bigtime_demo.gif
+++ b/docs/assets/bigtime_demo.gif
--- a/docs/assets/bigtime_logo.jpg
+++ b/docs/assets/bigtime_logo.jpg
--- a/docs/compat-removal-plan.md
+++ b/docs/compat-removal-plan.md
@@ -1,116 +1,28 @@
-# Compatibility And Migration Status
+# Compatibility Removal Plan

-This document tracks the remaining migration-related boundaries after the
-repository switched to split-first development.
+This document tracks the remaining migration-only surfaces that still exist
+after the move to split-first development.

-## Current Status
+## Migration-only Surfaces

-The repo no longer depends on a combined FastAPI compatibility wrapper for
-normal local development. The default path is now:
+None currently remain as dedicated compatibility wrappers.

-`agent_service + trading_service + news_service + runtime_service + gateway`
-
-That means compatibility is no longer a separate startup mode. What remains is
-mostly protocol-level and routing-level compatibility while the codebase
-continues to move responsibilities into clearer service surfaces.
-
-## What Was Removed
+## Completed Removals

 ### `backend.app`

- Removed after startup paths switched away from the legacy app wrapper.
-
-### `backend.apps.combined_service`
-
- Removed after split-service startup became the only supported local dev mode.
+- Removed after compatibility startup switched to
+  `backend.apps.combined_service:app` directly.

 ### `shared.client.AgentServiceClient`

 - Removed after split-aware clients became the default import surface.
- Replaced by:
+- Replacement:
  - `ControlPlaneClient`
  - `RuntimeServiceClient`
  - `TradingServiceClient`
  - `NewsServiceClient`

-## What Still Exists For Compatibility
+### `backend.apps.combined_service`

-These are not legacy wrappers in the old sense, but they still preserve
-backward-compatible behavior while migration settles.
-
-### Gateway-mediated flows
-
- The WebSocket gateway still carries a mix of:
-  - live runtime feed transport
-  - orchestration
-  - selected read flows that have not been moved to direct browser service calls
- This is intentional for now because the frontend still depends on the gateway
-  for event streaming and some compatibility reads.
-
-### In-process fallbacks
-
- Some read paths still support local-module fallback when split-service URLs
-  are not configured.
- Relevant variables include:
-  - `TRADING_SERVICE_URL`
-  - `NEWS_SERVICE_URL`
- This keeps the app resilient during migration, but it also means behavior can
-  differ depending on env configuration.
-
-### Dual OpenClaw integration surfaces
-
- OpenClaw currently appears through two different shapes:
-  - WebSocket gateway integration on `:18789`
-  - optional REST surface at `backend.apps.openclaw_service` on `:8004`
- These are both valid, but they are not the same surface and should not be
-  documented as interchangeable.
-
-## Remaining Migration Risks
-
-### Split service deployment is not yet the checked-in production default
-
- The repo documents split-service local development clearly.
- The checked-in production example still centers on `backend.main` and nginx
-  WebSocket proxying.
- This is a topology mismatch to keep in mind when changing deploy docs or prod
-  automation.
-
-### Environment-dependent routing
-
- The frontend and gateway can switch behavior based on configured service URLs.
- This is helpful operationally, but it makes debugging more configuration-
-  sensitive than a fully fixed service topology.
-
-### Runtime/control-plane separation is logical, not fully operationally isolated
-
- `runtime_service` owns lifecycle APIs.
- `agent_service` owns control-plane APIs.
- The gateway still hosts the live runtime orchestration path, so the split is
-  clean at the API level but not yet a completely independent service mesh.
-
-## Exit Criteria For Declaring Migration Complete
-
-Migration can be considered effectively complete when all of the following are
-true:
-
-1. Production deployment docs and scripts explicitly run the same split-service
-   topology used in development, or intentionally document a different stable
-   production topology.
-2. Critical read paths no longer require ambiguous fallback behavior to local
-   module implementations.
-3. OpenClaw integration is documented as a stable contract with clear guidance
-   on when to use the WebSocket gateway versus the REST surface.
-4. The frontend-service routing model is stable enough that direct-service and
-   gateway-mediated paths are deliberate design choices rather than migration
-   leftovers.
-
-## Practical Read Of The Current State
-
-The migration away from combined-service startup is done.
-
-What remains is not “legacy startup debt”, but:
-
- topology clarification
- deployment consistency
- reduction of env-dependent fallback behavior
- sharper documentation around gateway and OpenClaw boundaries
+- Removed after split-service mode became the only supported dev startup path.
--- a/env.template
+++ b/env.template
@@ -1,6 +1,6 @@
 # ================== General Configuration | 通用配置 ==================
 # List of stock ticker symbols to analyze (comma-separated) | 想要分析的股票代码列表（用逗号分隔）
-TICKERS=AAPL,MSFT,GOOGL,AMZN,NVDA,META,TSLA,AMD,NFLX,AVGO,PLTR,COIN
+TICKERS=AAPL,MSFT,GOOGL,NVDA,TSLA,META,AMZN

 # Financial Data API
 # At least FINANCIAL_DATASETS_API_KEY is required, corresponding to FIN_DATA_SOURCE=financial_datasets; It's recommended to add FINNHUB_API_KEY, corresponding to FIN_DATA_SOURCE=finnhub; FINNHUB_API_KEY is mandatory for live mode
@@ -20,9 +20,6 @@ MARKET_DB_PATH= #optional path for long-lived market_research.db | 长期市场
 OPENAI_API_KEY=
 OPENAI_BASE_URL=
 MODEL_NAME=qwen3-max-preview
-OPENCLAW_CMD=
-OPENCLAW_CWD=
-OPENCLAW_TIMEOUT_SECONDS=15
 EXPLAIN_ENRICH_USE_LLM=false
 EXPLAIN_ENRICH_MODEL_PROVIDER=
 EXPLAIN_ENRICH_MODEL_NAME=
--- a/frontend/README.md
+++ b/frontend/README.md
@@ -1,66 +1,31 @@
-## Frontend Quick Start
-
+## QuickStart
 ```bash
 cd frontend
-npm ci
+npm install
 npm run dev
 ```

-Default dev URL: `http://localhost:5173`
+## Optional Direct Service Calls

-The frontend expects the 大时代 gateway WebSocket on `ws://localhost:8765` unless overridden.
-
-## Recommended Local Backend Stack
-
-Start the split backend services from the project root:
-
-```bash
-./start-dev.sh
-```
-
-That gives you:
-
- control plane at `http://localhost:8000/api`
- trading service at `http://localhost:8001`
- news service at `http://localhost:8002`
- runtime service at `http://localhost:8003/api/runtime`
- gateway WebSocket at `ws://localhost:8765`
-
-## Frontend Environment Variables
-
-You can point the frontend directly at those services with:
+The frontend still works with the compatibility backend entrypoint by default.
+In the current test-stage setup, split services are the recommended default.
+Point the frontend directly at those standalone services:

 ```bash
 VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
 VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
 VITE_NEWS_SERVICE_URL=http://localhost:8002
 VITE_TRADING_SERVICE_URL=http://localhost:8001
-VITE_WS_URL=ws://localhost:8765
 ```

-There is also a starter template at [frontend/env.template](./env.template).
+Current direct-call coverage:

-For production deployments, prefer:
-
-```bash
-cd frontend
-npm ci
-npm run build
-```
-
-This ensures the deployed frontend matches the checked-in `package-lock.json`.
-
-## Direct-Service Coverage
-
-Current direct-call coverage includes:
-
- runtime panel data loading
- gateway port/runtime discovery
+- runtime panel + gateway port discovery
 - `story`
 - `similar days`
 - `range explain`
 - `news for date`
 - `news categories`
- selected trading reads such as price history and insider trades

-If these variables are not set, the frontend falls back to local defaults and compatibility paths where they still exist.
+If these variables are not set, the frontend falls back to the existing
+WebSocket-driven compatibility flow.
--- a/frontend/env.template
+++ b/frontend/env.template
@@ -1,24 +1,10 @@
 # Frontend Environment Variables Template
 # 复制此文件为 .env 并修改配置

-# 控制面 API（agent/workspaces/guard）
-VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
-
-# 运行时 API（start/stop/runtime info）
-VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
-
-# 新闻服务（可选，未配置时走默认回退）
-VITE_NEWS_SERVICE_URL=http://localhost:8002
-
-# 交易数据服务（可选，未配置时走默认回退）
-VITE_TRADING_SERVICE_URL=http://localhost:8001
-
-# WebSocket Gateway
+# WebSocket服务器地址
+# 本地开发
 VITE_WS_URL=ws://localhost:8765

-# 生产环境示例
-# VITE_CONTROL_API_BASE_URL=https://your-domain.com/api
-# VITE_RUNTIME_API_BASE_URL=https://your-domain.com/api/runtime
-# VITE_NEWS_SERVICE_URL=https://your-domain.com/news
-# VITE_TRADING_SERVICE_URL=https://your-domain.com/trading
-# VITE_WS_URL=wss://your-domain.com/ws
+# 生产环境（替换为你的实际服务器地址）
+# VITE_WS_URL=wss://your-server.com:8765
+
--- a/frontend/index.html
+++ b/frontend/index.html
@@ -4,7 +4,7 @@
    <meta charset="UTF-8" />
      <link rel="icon" type="image/png" href="/trading_logo.png" />
      <meta name="viewport" content="width=device-width, initial-scale=1.0" />
-    <title>大时代</title>
+    <title>EvoTraders</title>
  </head>
  <body>
    <div id="root"></div>
--- a/frontend/package-lock.json
+++ b/frontend/package-lock.json
--- a/frontend/package.json
+++ b/frontend/package.json
@@ -3,10 +3,6 @@
  "private": true,
  "version": "0.0.0",
  "type": "module",
-  "engines": {
-    "node": ">=20",
-    "npm": ">=10"
-  },
  "scripts": {
    "dev": "vite",
    "build": "vite build",
@@ -17,10 +13,6 @@
    "preview:host": "vite preview --host"
  },
  "dependencies": {
-    "@dicebear/collection": "^9.4.2",
-    "@dicebear/core": "^9.4.2",
-    "@lobehub/icons": "^5.2.0",
-    "@lobehub/ui": "^5.6.2",
    "@radix-ui/react-dialog": "^1.1.15",
    "@radix-ui/react-dropdown-menu": "^2.1.16",
    "@radix-ui/react-label": "^2.1.7",
@@ -32,7 +24,6 @@
    "@react-three/drei": "^10.7.6",
    "@react-three/fiber": "^9.3.0",
    "@tailwindcss/vite": "^4.1.13",
-    "antd": "^6.3.4",
    "class-variance-authority": "^0.7.1",
    "clsx": "^2.1.1",
    "framer-motion": "^12.23.13",
@@ -40,7 +31,6 @@
    "lucide-react": "^0.544.0",
    "react": "^19.1.1",
    "react-dom": "^19.1.1",
-    "react-is": "^19.2.0",
    "react-markdown": "^10.1.0",
    "recharts": "^3.2.1",
    "remark-gfm": "^4.0.1",
--- a/frontend/src/App.jsx
+++ b/frontend/src/App.jsx
--- a/frontend/src/components/AgentCard.jsx
+++ b/frontend/src/components/AgentCard.jsx
@@ -1,7 +1,6 @@
 import React from 'react';
 import { ASSETS } from '../config/constants';
 import { getModelIcon, getShortModelName } from '../utils/modelIcons';
-import LobeModelLogo from './LobeModelLogo.jsx';

 /**
 * Get rank medal/trophy
@@ -58,7 +57,7 @@ export default function AgentCard({ agent, onClose, isClosing }) {
      background: '#ffffff',
      borderBottom: '2px solid #000000',
      boxShadow: '0 4px 12px rgba(0, 0, 0, 0.1)',
-      zIndex: 800,
+      zIndex: 1000,
      animation: isClosing ? 'slideUp 0.2s ease-out forwards' : 'slideDown 0.25s ease-out'
    }}>
      {/* Horizontal scrollable content */}
@@ -208,18 +207,14 @@ export default function AgentCard({ agent, onClose, isClosing }) {
                justifyContent: 'center',
                marginBottom: 4
              }}>
-                {agent.modelName || modelInfo.logoPath ? (
-                  <LobeModelLogo
-                    model={agent.modelName}
-                    provider={agent.modelProvider}
-                    fallbackSrc={modelInfo.logoPath}
+                {modelInfo.logoPath ? (
+                  <img
+                    src={modelInfo.logoPath}
                    alt={modelInfo.provider}
-                    size={36}
-                    type="color"
-                    shape="square"
                    style={{
                      maxHeight: '100%',
                      maxWidth: '100%',
+                      objectFit: 'contain'
                    }}
                  />
                ) : (
--- a/frontend/src/components/AgentFeed.jsx
+++ b/frontend/src/components/AgentFeed.jsx
@@ -3,7 +3,6 @@ import { formatTime } from '../utils/formatters';
 import { MESSAGE_COLORS, getAgentColors, AGENTS, ASSETS } from '../config/constants';
 import { getModelIcon } from '../utils/modelIcons';
 import MarkdownModal from './MarkdownModal';
-import LobeModelLogo from './LobeModelLogo.jsx';

 const isAnalyst = (agentId, agentName) => {
  if (agentId && agentId.includes('analyst')) return true;
@@ -36,22 +35,14 @@ const stripMarkdown = (text) => {
    .replace(/^[-=]+$/gm, '');
 };

-const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref) => {
+const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
  const feedContentRef = useRef(null);
  const [highlightedId, setHighlightedId] = useState(null);
  const [selectedAgent, setSelectedAgent] = useState('all');
  const [dropdownOpen, setDropdownOpen] = useState(false);

  const getAgentModelInfo = (agentId) => {
-    if (!agentId) return { modelName: null, modelProvider: null };
-    const profile = agentProfilesByAgent?.[agentId];
-    if (profile?.model_name) {
-      return {
-        modelName: profile.model_name,
-        modelProvider: profile.model_provider
-      };
-    }
-    if (!leaderboard) return { modelName: null, modelProvider: null };
+    if (!leaderboard || !agentId) return { modelName: null, modelProvider: null };
    const agentData = leaderboard.find(lb => lb.id === agentId || lb.agentId === agentId);
    return {
      modelName: agentData?.modelName,
@@ -61,17 +52,7 @@ 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 profile = agentConfig ? agentProfilesByAgent?.[agentConfig.id] : null;
-    if (agentConfig && profile?.model_name) {
-      return {
-        agentId: agentConfig.id,
-        modelName: profile.model_name,
-        modelProvider: profile.model_provider
-      };
-    }
-    if (!leaderboard) return null;
+    if (!leaderboard || !agentName) return null;
    const agentData = leaderboard.find(lb => lb.name === agentName || lb.agentName === agentName);
    if (!agentData) return null;
    return {
@@ -168,11 +149,11 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
  // Get current selection display info
  const getCurrentSelectionInfo = () => {
    if (selectedAgent === 'all') {
-      return { label: '全部角色', modelInfo: null, agentInfo: null };
+      return { label: '全部角色', modelInfo: null };
    }
    const agentInfo = getAgentInfoByName(selectedAgent);
    const modelInfo = agentInfo ? getModelIcon(agentInfo.modelName, agentInfo.modelProvider) : null;
-    return { label: selectedAgent, modelInfo, agentInfo };
+    return { label: selectedAgent, modelInfo };
  };

  const currentSelection = getCurrentSelectionInfo();
@@ -190,16 +171,11 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
              onBlur={() => setTimeout(() => setDropdownOpen(false), 200)}
            >
              <div className="custom-select-value">
-                {(currentSelection.agentInfo?.modelName || currentSelection.modelInfo?.logoPath) && (
-                  <LobeModelLogo
-                    model={currentSelection.agentInfo?.modelName}
-                    provider={currentSelection.agentInfo?.modelProvider}
-                    fallbackSrc={currentSelection.modelInfo?.logoPath}
-                    alt={currentSelection.modelInfo?.provider}
-                    size={18}
+                {currentSelection.modelInfo?.logoPath && (
+                  <img
+                    src={currentSelection.modelInfo.logoPath}
+                    alt={currentSelection.modelInfo.provider}
                    className="select-model-icon"
-                    shape="square"
-                    type="color"
                  />
                )}
                <span>{currentSelection.label}</span>
@@ -229,16 +205,11 @@ const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref)
                        setDropdownOpen(false);
                      }}
                    >
-                      {(agentInfo?.modelName || modelInfo?.logoPath) && (
-                        <LobeModelLogo
-                          model={agentInfo?.modelName}
-                          provider={agentInfo?.modelProvider}
-                          fallbackSrc={modelInfo?.logoPath}
-                          alt={modelInfo?.provider}
-                          size={18}
+                      {modelInfo?.logoPath && (
+                        <img
+                          src={modelInfo.logoPath}
+                          alt={modelInfo.provider}
                          className="select-model-icon"
-                          shape="square"
-                          type="color"
                        />
                      )}
                      <span>{agent}</span>
@@ -374,16 +345,16 @@ function ConferenceMessage({ message, getAgentModelInfo }) {
  return (
    <div className="conf-message-item">
      <div className="conf-agent-name" style={{ color: agentColors.text, display: 'flex', alignItems: 'center', gap: '6px', fontSize: '12px' }}>
-        {(agentModelData.modelName || modelInfo.logoPath) && (
-          <LobeModelLogo
-            model={agentModelData.modelName}
-            provider={agentModelData.modelProvider}
-            fallbackSrc={modelInfo.logoPath}
+        {modelInfo.logoPath && (
+          <img
+            src={modelInfo.logoPath}
            alt={modelInfo.provider}
-            size={20}
-            shape="circle"
-            type="color"
-            style={{ borderRadius: '50%' }}
+            style={{
+              width: '20px',
+              height: '20px',
+              borderRadius: '50%',
+              objectFit: 'contain'
+            }}
          />
        )}
        {message.agent}
@@ -602,16 +573,16 @@ function MessageItem({ message, itemId, isHighlighted, getAgentModelInfo }) {
      >
        <div className="feed-item-header">
        <span className="feed-item-title" style={{ color: colors.text, display: 'flex', alignItems: 'center', gap: '6px', fontSize: '12px' }}>
-            {message.agent !== 'Memory' && (agentModelData.modelName || modelInfo.logoPath) && (
-              <LobeModelLogo
-                model={agentModelData.modelName}
-                provider={agentModelData.modelProvider}
-                fallbackSrc={modelInfo.logoPath}
+            {modelInfo.logoPath && message.agent !== 'Memory' && (
+              <img
+                src={modelInfo.logoPath}
                alt={modelInfo.provider}
-                size={20}
-                shape="circle"
-                type="color"
-                style={{ borderRadius: '50%' }}
+                style={{
+                  width: '20px',
+                  height: '20px',
+                  borderRadius: '50%',
+                  objectFit: 'contain'
+                }}
              />
            )}
            {title}
--- a/frontend/src/components/AppShell.jsx
+++ b/frontend/src/components/AppShell.jsx
@@ -1,511 +0,0 @@
-import React, { Suspense, lazy, useRef, useEffect, useMemo } from 'react';
-import GlobalStyles from '../styles/GlobalStyles';
-import Header from './Header.jsx';
-import RuntimeSettingsPanel from './RuntimeSettingsPanel.jsx';
-import NetValueChart from './NetValueChart.jsx';
-import { AGENTS } from '../config/constants';
-import { useRuntimeStore } from '../store/runtimeStore';
-import { useUIStore } from '../store/uiStore';
-import { formatNumber, formatTickerPrice } from '../utils/formatters';
-
-const RoomView = lazy(() => import('./RoomView'));
-const AgentFeed = lazy(() => import('./AgentFeed'));
-const StatisticsView = lazy(() => import('./StatisticsView'));
-const StockExplainView = lazy(() => import('./StockExplainView.jsx'));
-const TraderView = lazy(() => import('./TraderView.jsx'));
-
-function ViewLoadingFallback({ label = '加载中...' }) {
-  return (
-    <div style={{
-      minHeight: 240,
-      height: '100%',
-      display: 'flex',
-      alignItems: 'center',
-      justifyContent: 'center',
-      border: '1px solid #000000',
-      background: '#ffffff',
-      fontSize: 12,
-      fontWeight: 700,
-      letterSpacing: 0.4
-    }}>
-      {label}
-    </div>
-  );
-}
-
-/**
- * AppShell - Layout shell containing Header, TickerBar, ViewNavBar, View container, and AgentFeed
- */
-export default function AppShell({
-  // Connection & status
-  isConnected,
-  virtualTime,
-  now,
-  marketStatus,
-  serverMode,
-  marketStatusLabel,
-  dataSourceLabel,
-  runtimeSummaryLabel,
-  isUpdating,
-  // Handlers
-  onManualTrigger,
-  onOpenRuntimeLogs,
-  onRuntimeSettingsToggle,
-  // Runtime settings panel props
-  isRuntimeSettingsOpen,
-  isRuntimeConfigSaving,
-  isWatchlistSaving,
-  runtimeConfigFeedback,
-  watchlistFeedback,
-  launchModeDraft,
-  restoreRunIdDraft,
-  runtimeHistoryRuns,
-  scheduleModeDraft,
-  intervalMinutesDraft,
-  triggerTimeDraft,
-  maxCommCyclesDraft,
-  initialCashDraft,
-  marginRequirementDraft,
-  enableMemoryDraft,
-  modeDraft,
-  pollIntervalDraft,
-  startDateDraft,
-  endDateDraft,
-  watchlistDraftSymbols,
-  watchlistInputValue,
-  watchlistSuggestions,
-  onLaunchModeChange,
-  onRestoreRunIdChange,
-  onScheduleModeChange,
-  onIntervalMinutesChange,
-  onTriggerTimeChange,
-  onMaxCommCyclesChange,
-  onInitialCashChange,
-  onMarginRequirementChange,
-  onEnableMemoryChange,
-  onModeChange,
-  onPollIntervalChange,
-  onStartDateChange,
-  onEndDateChange,
-  onWatchlistInputChange,
-  onWatchlistInputKeyDown,
-  onWatchlistAdd,
-  onWatchlistRemove,
-  onWatchlistRestoreCurrent,
-  onWatchlistRestoreDefault,
-  onWatchlistSuggestionClick,
-  onLaunchConfigSave,
-  onRestoreDefaults,
-  // Ticker and portfolio data
-  displayTickers,
-  portfolioData,
-  rollingTickers,
-  // Feed data
-  feed,
-  bubbles,
-  bubbleFor,
-  leaderboard,
-  // Views data
-  currentView,
-  chartTab,
-  holdings,
-  trades,
-  stats,
-  priceHistoryByTicker,
-  ohlcHistoryByTicker,
-  selectedExplainSymbol,
-  onSelectedExplainSymbolChange,
-  historySourceByTicker,
-  explainEventsByTicker,
-  newsByTicker,
-  insiderTradesByTicker,
-  technicalIndicatorsByTicker,
-  currentDate,
-  // Stock request handlers
-  stockRequests,
-  // Agent request handlers
-  agentRequests,
-  agentProfilesByAgent,
-  // Layout
-  leftWidth,
-  isResizing,
-  onMouseDown,
-  agentFeedRef
-}) {
-  const containerRef = useRef(null);
-  const { setIsRuntimeSettingsOpen, setIsWatchlistPanelOpen } = useRuntimeStore();
-  const { setChartTab, setCurrentView, setIsResizing, setLeftWidth } = useUIStore();
-
-  useEffect(() => {
-    if (currentView === 'openclaw') {
-      setCurrentView('statistics');
-    }
-  }, [currentView, setCurrentView]);
-
-  // Resize handler
-  useEffect(() => {
-    if (!isResizing) return;
-
-    const handleMouseMove = (e) => {
-      if (!containerRef.current) return;
-      const containerRect = containerRef.current.getBoundingClientRect();
-      const newLeftWidth = ((e.clientX - containerRect.left) / containerRect.width) * 100;
-      if (newLeftWidth >= 30 && newLeftWidth <= 85) {
-        setLeftWidth(newLeftWidth);
-      }
-    };
-
-    const handleMouseUp = () => setIsResizing(false);
-
-    document.addEventListener('mousemove', handleMouseMove);
-    document.addEventListener('mouseup', handleMouseUp);
-
-    return () => {
-      document.removeEventListener('mousemove', handleMouseMove);
-      document.removeEventListener('mouseup', handleMouseUp);
-    };
-  }, [isResizing, setIsResizing, setLeftWidth]);
-
-  const handleJumpToMessage = (bubble) => {
-    if (agentFeedRef.current && agentFeedRef.current.scrollToMessage) {
-      agentFeedRef.current.scrollToMessage(bubble);
-    }
-  };
-
-  const viewClassName = useMemo(() => {
-    const base = `view-slider-five ${currentView === 'traders' ? 'show-traders' :
-      currentView === 'room' ? 'show-room' :
-        currentView === 'explain' ? 'show-explain' :
-          currentView === 'chart' ? 'show-chart' :
-            'show-statistics'}`;
-    return base;
-  }, [currentView]);
-
-  return (
-    <div className="app">
-      <GlobalStyles />
-
-      {/* Header */}
-      <div className="header">
-        <Header />
-
-        <div className="header-right" style={{ display: 'flex', alignItems: 'center', gap: 24, marginLeft: 'auto', flexWrap: 'wrap', minWidth: 0 }}>
-          {/* Unified Status Indicator */}
-          <div className="header-status-inline">
-            <span className={`status-dot ${isConnected ? (isUpdating ? 'updating' : 'live') : 'offline'}`} />
-            <span className={`status-text ${isConnected ? 'live' : 'offline'}`}>
-              {isConnected ? (isUpdating ? '同步中' : '在线') : '离线'}
-            </span>
-            {marketStatus && (
-              <>
-                <span className="status-sep">·</span>
-                <span className={`market-text ${serverMode === 'backtest' ? 'backtest' : (marketStatus.status === 'open' ? 'open' : 'closed')}`}>
-                  {marketStatusLabel}
-                </span>
-              </>
-            )}
-            {dataSourceLabel && (
-              <>
-                <span className="status-sep">·</span>
-                <span className="market-text backtest">{dataSourceLabel}</span>
-              </>
-            )}
-            {runtimeSummaryLabel && (
-              <>
-                <span className="status-sep">·</span>
-                <span className="market-text backtest" title="当前运行配置">{runtimeSummaryLabel}</span>
-              </>
-            )}
-            <span className="status-sep">·</span>
-            <span className="time-text">{now.toLocaleTimeString('en-US', { hour: '2-digit', minute: '2-digit', second: '2-digit', hour12: false })}</span>
-          </div>
-
-          {serverMode !== 'backtest' && (
-            <div style={{ display: 'flex', gap: 8, alignItems: 'center' }}>
-              {onOpenRuntimeLogs && (
-                <button
-                  onClick={onOpenRuntimeLogs}
-                  style={{
-                    padding: '6px 12px',
-                    borderRadius: 4,
-                    background: '#FFFFFF',
-                    border: '1px solid #111111',
-                    color: '#111111',
-                    fontSize: '11px',
-                    fontFamily: '"Courier New", monospace',
-                    fontWeight: 700,
-                    cursor: 'pointer',
-                    letterSpacing: '0.4px',
-                    textTransform: 'uppercase'
-                  }}
-                  title="查看当前运行日志"
-                >
-                  运行日志
-                </button>
-              )}
-              <button
-                onClick={onManualTrigger}
-                disabled={!isConnected}
-                style={{
-                  padding: '6px 12px',
-                  borderRadius: 4,
-                  background: isConnected ? '#111111' : '#8a8a8a',
-                  border: '1px solid #111111',
-                  color: '#FFFFFF',
-                  fontSize: '11px',
-                  fontFamily: '"Courier New", monospace',
-                  fontWeight: 700,
-                  cursor: isConnected ? 'pointer' : 'not-allowed',
-                  letterSpacing: '0.4px',
-                  textTransform: 'uppercase'
-                }}
-                title="手动触发一轮分析与交易决策"
-              >
-                手动运行
-              </button>
-            </div>
-          )}
-
-          <RuntimeSettingsPanel
-            showTrigger={false}
-            isOpen={isRuntimeSettingsOpen}
-            isConnected={isConnected}
-            isSaving={isRuntimeConfigSaving || isWatchlistSaving}
-            feedback={runtimeConfigFeedback || watchlistFeedback}
-            launchMode={launchModeDraft}
-            restoreRunId={restoreRunIdDraft}
-            runtimeHistoryRuns={runtimeHistoryRuns}
-            scheduleMode={scheduleModeDraft}
-            intervalMinutes={intervalMinutesDraft}
-            triggerTime={triggerTimeDraft}
-            maxCommCycles={maxCommCyclesDraft}
-            initialCash={initialCashDraft}
-            marginRequirement={marginRequirementDraft}
-            enableMemory={enableMemoryDraft}
-            mode={modeDraft}
-            pollInterval={pollIntervalDraft}
-            startDate={startDateDraft}
-            endDate={endDateDraft}
-            watchlistSymbols={watchlistDraftSymbols}
-            watchlistInputValue={watchlistInputValue}
-            watchlistSuggestions={watchlistSuggestions}
-            onToggle={onRuntimeSettingsToggle}
-            onClose={() => setIsRuntimeSettingsOpen(false)}
-            onLaunchModeChange={onLaunchModeChange}
-            onRestoreRunIdChange={onRestoreRunIdChange}
-            onScheduleModeChange={onScheduleModeChange}
-            onIntervalMinutesChange={onIntervalMinutesChange}
-            onTriggerTimeChange={onTriggerTimeChange}
-            onMaxCommCyclesChange={onMaxCommCyclesChange}
-            onInitialCashChange={onInitialCashChange}
-            onMarginRequirementChange={onMarginRequirementChange}
-            onEnableMemoryChange={onEnableMemoryChange}
-            onModeChange={onModeChange}
-            onPollIntervalChange={onPollIntervalChange}
-            onStartDateChange={onStartDateChange}
-            onEndDateChange={onEndDateChange}
-            onWatchlistInputChange={onWatchlistInputChange}
-            onWatchlistInputKeyDown={onWatchlistInputKeyDown}
-            onWatchlistAdd={onWatchlistAdd}
-            onWatchlistRemove={onWatchlistRemove}
-            onWatchlistRestoreCurrent={onWatchlistRestoreCurrent}
-            onWatchlistRestoreDefault={onWatchlistRestoreDefault}
-            onWatchlistSuggestionClick={onWatchlistSuggestionClick}
-            onSave={onLaunchConfigSave}
-            onRestoreDefaults={onRestoreDefaults}
-          />
-        </div>
-      </div>
-
-      {/* Main Content */}
-      <>
-        {/* Ticker Bar */}
-        <div className="ticker-bar">
-          <div className="ticker-track">
-            {[0, 1].map((groupIdx) => (
-              <div key={groupIdx} className="ticker-group">
-                {displayTickers.map(ticker => (
-                  <div key={`${ticker.symbol}-${groupIdx}`} className="ticker-item">
-                    <span className="ticker-symbol">{ticker.symbol}</span>
-                    <span className="ticker-price">
-                      <span className={`ticker-price-value ${rollingTickers[ticker.symbol] ? 'rolling' : ''}`}>
-                        {ticker.price !== null && ticker.price !== undefined
-                          ? `$${formatTickerPrice(ticker.price)}` : '-'}
-                      </span>
-                    </span>
-                    <span className={`ticker-change ${
-                      ticker.change === null || ticker.change === undefined
-                        ? '' : ticker.change >= 0 ? 'positive' : 'negative'
-                    }`}>
-                      {ticker.change !== null && ticker.change !== undefined
-                        ? `${ticker.change >= 0 ? '+' : ''}${ticker.change.toFixed(2)}%` : '-'}
-                    </span>
-                  </div>
-                ))}
-              </div>
-            ))}
-          </div>
-          <div className="portfolio-value">
-            <span className="portfolio-label">投资组合</span>
-            <span className="portfolio-amount">${formatNumber(portfolioData.netValue)}</span>
-          </div>
-        </div>
-
-        <div className="main-container" ref={containerRef}>
-          {/* Left Panel */}
-          <div className="left-panel" style={{ width: `${leftWidth}%` }}>
-            <div className="chart-section">
-              <div className="view-container">
-                <div className="view-nav-bar">
-                  <button
-                    className={`view-nav-btn ${currentView === 'traders' ? 'active' : ''}`}
-                    onClick={() => setCurrentView('traders')}
-                  >
-                    交易员
-                  </button>
-                  <button
-                    className={`view-nav-btn ${currentView === 'room' ? 'active' : ''}`}
-                    onClick={() => setCurrentView('room')}
-                  >
-                    交易室
-                  </button>
-                  <button
-                    className={`view-nav-btn ${currentView === 'explain' ? 'active' : ''}`}
-                    onClick={() => setCurrentView('explain')}
-                  >
-                    个股分析
-                  </button>
-                  <button
-                    className={`view-nav-btn ${currentView === 'chart' ? 'active' : ''}`}
-                    onClick={() => setCurrentView('chart')}
-                  >
-                    业绩图表
-                  </button>
-                  <button
-                    className={`view-nav-btn ${currentView === 'statistics' ? 'active' : ''}`}
-                    onClick={() => setCurrentView('statistics')}
-                  >
-                    统计
-                  </button>
-                </div>
-
-                <div className={viewClassName}>
-                  {/* Traders View */}
-                  <div className="view-panel">
-                    <Suspense fallback={<ViewLoadingFallback label="加载交易员视图..." />}>
-                      <TraderView {...agentRequests} />
-                    </Suspense>
-                  </div>
-
-                  {/* Room View Panel */}
-                  <div className="view-panel">
-                    <Suspense fallback={<ViewLoadingFallback label="加载交易室..." />}>
-                      <RoomView
-                        bubbles={bubbles}
-                        bubbleFor={bubbleFor}
-                        leaderboard={leaderboard}
-                        agentProfilesByAgent={agentProfilesByAgent}
-                        feed={feed}
-                        onJumpToMessage={handleJumpToMessage}
-                        onOpenLaunchConfig={() => setIsRuntimeSettingsOpen(true)}
-                      />
-                    </Suspense>
-                  </div>
-
-                  {/* Stock Explain View Panel */}
-                  <div className="view-panel">
-                    <Suspense fallback={<ViewLoadingFallback label="加载个股分析..." />}>
-                      <StockExplainView
-                        tickers={displayTickers}
-                        holdings={holdings}
-                        trades={trades}
-                        leaderboard={leaderboard}
-                        feed={feed}
-                        priceHistoryByTicker={priceHistoryByTicker}
-                        ohlcHistoryByTicker={ohlcHistoryByTicker}
-                        selectedSymbol={selectedExplainSymbol}
-                        onSelectedSymbolChange={onSelectedExplainSymbolChange}
-                        selectedHistorySource={historySourceByTicker[selectedExplainSymbol] || null}
-                        explainEventsSnapshot={explainEventsByTicker[selectedExplainSymbol] || null}
-                        newsSnapshot={newsByTicker[selectedExplainSymbol] || null}
-                        insiderTradesSnapshot={insiderTradesByTicker[selectedExplainSymbol] || null}
-                        technicalIndicatorsSnapshot={technicalIndicatorsByTicker[selectedExplainSymbol] || null}
-                        onRequestHistory={stockRequests?.requestStockHistory}
-                        onRequestExplainEvents={stockRequests?.requestStockExplainEvents}
-                        onRequestNews={stockRequests?.requestStockNews}
-                        onRequestRangeExplain={stockRequests?.requestStockRangeExplain}
-                        onRequestNewsForDate={stockRequests?.requestStockNewsForDate}
-                        onRequestStory={stockRequests?.requestStockStory}
-                        onRequestInsiderTrades={stockRequests?.requestStockInsiderTrades}
-                        onRequestTechnicalIndicators={stockRequests?.requestStockTechnicalIndicators}
-                        currentDate={currentDate}
-                        onRequestSimilarDays={stockRequests?.requestStockSimilarDays}
-                        onRequestStockEnrich={stockRequests?.requestStockEnrich}
-                      />
-                    </Suspense>
-                  </div>
-
-                  {/* Chart View Panel */}
-                  <div className="view-panel">
-                    <div className="chart-container">
-                      <div className="chart-tabs-floating">
-                        <button
-                          className={`chart-tab ${chartTab === 'all' ? 'active' : ''}`}
-                          onClick={() => setChartTab('all')}
-                        >
-                          日线
-                        </button>
-                      </div>
-                      {currentView === 'chart' ? (
-                        <NetValueChart
-                          equity={portfolioData.equity}
-                          baseline={portfolioData.baseline}
-                          baseline_vw={portfolioData.baseline_vw}
-                          momentum={portfolioData.momentum}
-                          strategies={portfolioData.strategies}
-                          equity_return={portfolioData.equity_return}
-                          baseline_return={portfolioData.baseline_return}
-                          baseline_vw_return={portfolioData.baseline_vw_return}
-                          momentum_return={portfolioData.momentum_return}
-                          chartTab={chartTab}
-                          virtualTime={virtualTime}
-                        />
-                      ) : (
-                        <div style={{ height: '100%', minHeight: 320 }} />
-                      )}
-                    </div>
-                  </div>
-
-                  {/* Statistics View Panel */}
-                  <div className="view-panel">
-                    <Suspense fallback={<ViewLoadingFallback label="加载统计视图..." />}>
-                      <StatisticsView
-                        trades={trades}
-                        holdings={holdings}
-                        stats={stats}
-                        portfolioData={portfolioData}
-                        baseline_vw={portfolioData.baseline_vw}
-                        equity={portfolioData.equity}
-                        leaderboard={leaderboard}
-                      />
-                    </Suspense>
-                  </div>
-                </div>
-              </div>
-            </div>
-          </div>
-
-          {/* Resizer */}
-          <div className={`resizer ${isResizing ? 'resizing' : ''}`} onMouseDown={onMouseDown} />
-
-          {/* Right Panel: Agent Feed */}
-          <div className="right-panel" style={{ width: `${100 - leftWidth}%` }}>
-            <Suspense fallback={<ViewLoadingFallback label="加载消息流..." />}>
-              <AgentFeed ref={agentFeedRef} feed={feed} leaderboard={leaderboard} agentProfilesByAgent={agentProfilesByAgent} />
-            </Suspense>
-          </div>
-        </div>
-      </>
-    </div>
-  );
-}
--- a/Show More
+++ b/Show More