# -*- coding: utf-8 -*- """ WebSocket Gateway for frontend communication """ import asyncio import json import logging from datetime import datetime, timedelta from pathlib import Path from typing import Any, Callable, Dict, List, Optional, Set import websockets from websockets.asyncio.server import ServerConnection from backend.config.bootstrap_config import ( get_bootstrap_config_for_run, resolve_runtime_config, update_bootstrap_values_for_run, ) from backend.agents.agent_workspace import load_agent_workspace_config from backend.agents.skills_manager import SkillsManager from backend.agents.toolkit_factory import load_agent_profiles from backend.data.provider_utils import normalize_symbol from backend.data.market_ingest import ingest_symbols from backend.enrich.llm_enricher import llm_enrichment_enabled from backend.enrich.news_enricher import enrich_news_for_symbol from backend.explain.range_explainer import build_range_explanation from backend.explain.similarity_service import find_similar_days from backend.explain.story_service import get_or_create_stock_story from backend.llm.models import get_agent_model_info from backend.utils.msg_adapter import FrontendAdapter 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 from backend.services.storage import StorageService from backend.data.provider_router import get_provider_router from backend.tools.data_tools import get_prices from backend.tools.data_tools import get_company_news from backend.core.scheduler import Scheduler logger = logging.getLogger(__name__) EDITABLE_AGENT_WORKSPACE_FILES = { "SOUL.md", "PROFILE.md", "AGENTS.md", "MEMORY.md", "POLICY.md", "HEARTBEAT.md", "ROLE.md", "STYLE.md", } class Gateway: """WebSocket Gateway for frontend communication""" def __init__( self, market_service: MarketService, storage_service: StorageService, pipeline: TradingPipeline, state_sync: Optional[StateSync] = None, scheduler_callback: Optional[Callable] = None, scheduler: Optional[Scheduler] = None, config: Dict[str, Any] = None, ): self.market_service = market_service self.storage = storage_service self.pipeline = pipeline self.scheduler_callback = scheduler_callback self.scheduler = scheduler self.config = config or {} self.mode = self.config.get("mode", "live") self.is_backtest = self.mode == "backtest" or self.config.get( "backtest_mode", False, ) self.state_sync = state_sync or StateSync(storage=storage_service) # self.state_sync.set_mode(self.is_backtest) self.state_sync.set_broadcast_fn(self.broadcast) self.pipeline.state_sync = self.state_sync self.connected_clients: Set[ServerConnection] = set() self.lock = asyncio.Lock() self._cycle_lock = asyncio.Lock() self._backtest_task: Optional[asyncio.Task] = None 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 # Session tracking for live returns self._session_start_portfolio_value: Optional[float] = None self._provider_router = get_provider_router() self._loop: Optional[asyncio.AbstractEventLoop] = None self._project_root = Path(__file__).resolve().parents[2] async def start(self, host: str = "0.0.0.0", port: int = 8766): """Start gateway server""" logger.info(f"Starting gateway on {host}:{port}") 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", "running") 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", { "tickers": self.config.get("tickers", []), "schedule_mode": self.config.get("schedule_mode", "daily"), "interval_minutes": self.config.get("interval_minutes", 60), "trigger_time": self.config.get("trigger_time", "09:30"), "initial_cash": self.config.get( "initial_cash", self.storage.initial_cash, ), "margin_requirement": self.config.get("margin_requirement"), "max_comm_cycles": self.config.get("max_comm_cycles"), "enable_memory": self.config.get("enable_memory", False), }, ) self.state_sync.update_state( "data_sources", self._provider_router.get_usage_snapshot(), ) # Load and display existing portfolio state if available 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}", ) await self.market_service.start(broadcast_func=self.broadcast) if self.scheduler: await self.scheduler.start(self.on_strategy_trigger) elif self.scheduler_callback: await self.scheduler_callback(callback=self.on_strategy_trigger) # Start market status monitoring (only for live mode) if not self.is_backtest: self._market_status_task = asyncio.create_task( self._market_status_monitor(), ) async with websockets.serve( self.handle_client, host, port, ping_interval=30, ping_timeout=60, ): logger.info( f"Gateway started: ws://{host}:{port}, mode={self.mode}", ) await asyncio.Future() 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( { "type": "data_sources_update", "data_sources": snapshot, }, ), self._loop, ) @property def state(self) -> Dict[str, Any]: return self.state_sync.state @staticmethod def _news_rows_need_enrichment(rows: List[Dict[str, Any]]) -> bool: if not rows: return True return all( not row.get("sentiment") and not row.get("relevance") and not row.get("key_discussion") for row in rows ) async def handle_client(self, websocket: ServerConnection): """Handle WebSocket client connection""" async with self.lock: self.connected_clients.add(websocket) await self._send_initial_state(websocket) await self._handle_client_messages(websocket) async with self.lock: self.connected_clients.discard(websocket) async def _send_initial_state(self, websocket: ServerConnection): state_payload = self.state_sync.get_initial_state_payload( include_dashboard=True, ) state_payload["data_sources"] = ( self._provider_router.get_usage_snapshot() ) # Include market status in initial state state_payload[ "market_status" ] = self.market_service.get_market_status() # Include live returns if session is active if self.storage.is_live_session_active: live_returns = self.storage.get_live_returns() if "portfolio" in state_payload: state_payload["portfolio"].update(live_returns) await websocket.send( json.dumps( {"type": "initial_state", "state": state_payload}, ensure_ascii=False, default=str, ), ) async def _handle_client_messages( self, websocket: ServerConnection, ): try: async for message in websocket: data = json.loads(message) msg_type = data.get("type", "unknown") if msg_type == "ping": await websocket.send( json.dumps( { "type": "pong", "timestamp": datetime.now().isoformat(), }, ensure_ascii=False, ), ) elif msg_type == "get_state": await self._send_initial_state(websocket) elif msg_type == "start_backtest": await self._handle_start_backtest(data) elif msg_type == "trigger_strategy": await self._handle_manual_trigger(websocket, data) elif msg_type == "update_runtime_config": await self._handle_update_runtime_config(websocket, data) elif msg_type == "reload_runtime_assets": await self._handle_reload_runtime_assets() elif msg_type == "update_watchlist": await self._handle_update_watchlist(websocket, data) elif msg_type == "get_agent_skills": await self._handle_get_agent_skills(websocket, data) elif msg_type == "get_agent_profile": await self._handle_get_agent_profile(websocket, data) elif msg_type == "get_skill_detail": await self._handle_get_skill_detail(websocket, data) elif msg_type == "create_agent_local_skill": await self._handle_create_agent_local_skill(websocket, data) elif msg_type == "update_agent_local_skill": await self._handle_update_agent_local_skill(websocket, data) elif msg_type == "delete_agent_local_skill": await self._handle_delete_agent_local_skill(websocket, data) elif msg_type == "remove_agent_skill": await self._handle_remove_agent_skill(websocket, data) elif msg_type == "update_agent_skill": await self._handle_update_agent_skill(websocket, data) elif msg_type == "get_agent_workspace_file": await self._handle_get_agent_workspace_file(websocket, data) elif msg_type == "update_agent_workspace_file": await self._handle_update_agent_workspace_file(websocket, data) elif msg_type == "get_stock_history": await self._handle_get_stock_history(websocket, data) elif msg_type == "get_stock_explain_events": await self._handle_get_stock_explain_events(websocket, data) elif msg_type == "get_stock_news": await self._handle_get_stock_news(websocket, data) elif msg_type == "get_stock_news_for_date": await self._handle_get_stock_news_for_date(websocket, data) elif msg_type == "get_stock_news_timeline": await self._handle_get_stock_news_timeline(websocket, data) elif msg_type == "get_stock_news_categories": await self._handle_get_stock_news_categories(websocket, data) elif msg_type == "get_stock_range_explain": await self._handle_get_stock_range_explain(websocket, data) elif msg_type == "get_stock_story": await self._handle_get_stock_story(websocket, data) elif msg_type == "get_stock_similar_days": await self._handle_get_stock_similar_days(websocket, data) elif msg_type == "run_stock_enrich": await self._handle_run_stock_enrich(websocket, data) except websockets.ConnectionClosed: pass except json.JSONDecodeError: pass async def _handle_get_stock_history( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) if not ticker: await websocket.send( json.dumps( { "type": "stock_history_loaded", "ticker": "", "prices": [], "source": None, "error": "invalid ticker", }, ensure_ascii=False, ), ) return lookback_days = data.get("lookback_days", 90) try: lookback_days = max(7, min(int(lookback_days), 365)) except (TypeError, ValueError): lookback_days = 90 end_date = self.state_sync.state.get("current_date") if not end_date: end_date = datetime.now().strftime("%Y-%m-%d") try: end_dt = datetime.strptime(end_date, "%Y-%m-%d") except ValueError: end_dt = datetime.now() end_date = end_dt.strftime("%Y-%m-%d") start_date = (end_dt - timedelta(days=lookback_days)).strftime( "%Y-%m-%d", ) prices = await asyncio.to_thread( self.storage.market_store.get_ohlc, ticker, start_date, end_date, ) source = "polygon" if not prices: prices = await asyncio.to_thread( get_prices, ticker, start_date, end_date, ) usage_snapshot = self._provider_router.get_usage_snapshot() source = usage_snapshot.get("last_success", {}).get("prices") if prices: await asyncio.to_thread( self.storage.market_store.upsert_ohlc, ticker, [price.model_dump() for price in prices], source=source or "provider", ) await websocket.send( json.dumps( { "type": "stock_history_loaded", "ticker": ticker, "prices": [ price if isinstance(price, dict) else price.model_dump() for price in prices ][-120:], "source": source, "start_date": start_date, "end_date": end_date, }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_explain_events( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) snapshot = self.storage.runtime_db.get_stock_explain_snapshot(ticker) await websocket.send( json.dumps( { "type": "stock_explain_events_loaded", "ticker": ticker, "events": snapshot.get("events", []), "signals": snapshot.get("signals", []), "trades": snapshot.get("trades", []), }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_news( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) if not ticker: await websocket.send( json.dumps( { "type": "stock_news_loaded", "ticker": "", "news": [], "source": None, "error": "invalid ticker", }, ensure_ascii=False, ), ) return lookback_days = data.get("lookback_days", 30) limit = data.get("limit", 12) try: lookback_days = max(7, min(int(lookback_days), 180)) except (TypeError, ValueError): lookback_days = 30 try: limit = max(1, min(int(limit), 30)) except (TypeError, ValueError): limit = 12 end_date = self.state_sync.state.get("current_date") if not end_date: end_date = datetime.now().strftime("%Y-%m-%d") try: end_dt = datetime.strptime(end_date, "%Y-%m-%d") except ValueError: end_dt = datetime.now() end_date = end_dt.strftime("%Y-%m-%d") start_date = (end_dt - timedelta(days=lookback_days)).strftime( "%Y-%m-%d", ) news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, start_date=start_date, end_date=end_date, limit=limit, ) source = "polygon" if self._news_rows_need_enrichment(news_rows): news = await asyncio.to_thread( get_company_news, ticker, end_date, start_date, limit, ) if news: usage_snapshot = self._provider_router.get_usage_snapshot() source = usage_snapshot.get("last_success", {}).get("company_news") await asyncio.to_thread( self.storage.market_store.upsert_news, ticker, [item.model_dump() for item in news], source=source or "provider", ) await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=start_date, end_date=end_date, limit=max(limit, 50), ) news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, start_date=start_date, end_date=end_date, limit=limit, ) source = source or "market_store" await websocket.send( json.dumps( { "type": "stock_news_loaded", "ticker": ticker, "news": news_rows[-limit:], "source": source, "start_date": start_date, "end_date": end_date, }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_news_for_date( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) trade_date = str(data.get("date") or "").strip() if not ticker or not trade_date: await websocket.send( json.dumps( { "type": "stock_news_for_date_loaded", "ticker": ticker, "date": trade_date, "news": [], "error": "ticker and date are required", }, ensure_ascii=False, ), ) return limit = data.get("limit", 20) try: limit = max(1, min(int(limit), 50)) except (TypeError, ValueError): limit = 20 news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, trade_date=trade_date, limit=limit, ) if self._news_rows_need_enrichment(news_rows): await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=trade_date, end_date=trade_date, limit=limit, ) news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, trade_date=trade_date, limit=limit, ) await websocket.send( json.dumps( { "type": "stock_news_for_date_loaded", "ticker": ticker, "date": trade_date, "news": news_rows, "source": "market_store", }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_news_timeline( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) if not ticker: await websocket.send( json.dumps( { "type": "stock_news_timeline_loaded", "ticker": "", "timeline": [], "error": "invalid ticker", }, ensure_ascii=False, ), ) return lookback_days = data.get("lookback_days", 90) try: lookback_days = max(7, min(int(lookback_days), 365)) except (TypeError, ValueError): lookback_days = 90 end_date = self.state_sync.state.get("current_date") if not end_date: end_date = datetime.now().strftime("%Y-%m-%d") try: end_dt = datetime.strptime(end_date, "%Y-%m-%d") except ValueError: end_dt = datetime.now() end_date = end_dt.strftime("%Y-%m-%d") start_date = (end_dt - timedelta(days=lookback_days)).strftime( "%Y-%m-%d", ) timeline = await asyncio.to_thread( self.storage.market_store.get_news_timeline_enriched, ticker, start_date=start_date, end_date=end_date, ) if not timeline: await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=start_date, end_date=end_date, limit=200, ) timeline = await asyncio.to_thread( self.storage.market_store.get_news_timeline_enriched, ticker, start_date=start_date, end_date=end_date, ) await websocket.send( json.dumps( { "type": "stock_news_timeline_loaded", "ticker": ticker, "timeline": timeline, "start_date": start_date, "end_date": end_date, }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_news_categories( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) if not ticker: await websocket.send( json.dumps( { "type": "stock_news_categories_loaded", "ticker": "", "categories": {}, "error": "invalid ticker", }, ensure_ascii=False, ), ) return lookback_days = data.get("lookback_days", 90) try: lookback_days = max(7, min(int(lookback_days), 365)) except (TypeError, ValueError): lookback_days = 90 end_date = self.state_sync.state.get("current_date") if not end_date: end_date = datetime.now().strftime("%Y-%m-%d") try: end_dt = datetime.strptime(end_date, "%Y-%m-%d") except ValueError: end_dt = datetime.now() end_date = end_dt.strftime("%Y-%m-%d") start_date = (end_dt - timedelta(days=lookback_days)).strftime( "%Y-%m-%d", ) news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, start_date=start_date, end_date=end_date, limit=200, ) if self._news_rows_need_enrichment(news_rows): await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=start_date, end_date=end_date, limit=200, ) categories = await asyncio.to_thread( self.storage.market_store.get_news_categories_enriched, ticker, start_date=start_date, end_date=end_date, limit=200, ) await websocket.send( json.dumps( { "type": "stock_news_categories_loaded", "ticker": ticker, "categories": categories, "start_date": start_date, "end_date": end_date, }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_range_explain( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) start_date = str(data.get("start_date") or "").strip() end_date = str(data.get("end_date") or "").strip() if not ticker or not start_date or not end_date: await websocket.send( json.dumps( { "type": "stock_range_explain_loaded", "ticker": ticker, "result": {"error": "ticker, start_date, end_date are required"}, }, ensure_ascii=False, ), ) return article_ids = data.get("article_ids") if isinstance(article_ids, list) and article_ids: news_rows = await asyncio.to_thread( self.storage.market_store.get_news_by_ids_enriched, ticker, article_ids, ) if self._news_rows_need_enrichment(news_rows): await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=start_date, end_date=end_date, limit=100, ) news_rows = await asyncio.to_thread( self.storage.market_store.get_news_by_ids_enriched, ticker, article_ids, ) else: news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, start_date=start_date, end_date=end_date, limit=100, ) if not news_rows: await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=start_date, end_date=end_date, limit=100, ) news_rows = await asyncio.to_thread( self.storage.market_store.get_news_items_enriched, ticker, start_date=start_date, end_date=end_date, limit=100, ) result = await asyncio.to_thread( build_range_explanation, ticker=ticker, start_date=start_date, end_date=end_date, news_rows=news_rows, ) await websocket.send( json.dumps( { "type": "stock_range_explain_loaded", "ticker": ticker, "result": result, }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_story( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) if not ticker: await websocket.send( json.dumps( { "type": "stock_story_loaded", "ticker": "", "story": "", "error": "invalid ticker", }, ensure_ascii=False, ), ) return as_of_date = str( data.get("as_of_date") or self.state_sync.state.get("current_date") or datetime.now().strftime("%Y-%m-%d") ).strip()[:10] await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, end_date=as_of_date, limit=80, ) result = await asyncio.to_thread( get_or_create_stock_story, self.storage.market_store, symbol=ticker, as_of_date=as_of_date, ) await websocket.send( json.dumps( { "type": "stock_story_loaded", "ticker": ticker, "as_of_date": as_of_date, "story": result.get("story") or "", "source": result.get("source") or "local", }, ensure_ascii=False, default=str, ), ) async def _handle_get_stock_similar_days( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) target_date = str(data.get("date") or "").strip()[:10] if not ticker or not target_date: await websocket.send( json.dumps( { "type": "stock_similar_days_loaded", "ticker": ticker, "date": target_date, "items": [], "error": "ticker and date are required", }, ensure_ascii=False, ), ) return top_k = data.get("top_k", 8) try: top_k = max(1, min(int(top_k), 20)) except (TypeError, ValueError): top_k = 8 await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, end_date=target_date, limit=200, ) result = await asyncio.to_thread( find_similar_days, self.storage.market_store, symbol=ticker, target_date=target_date, top_k=top_k, ) await websocket.send( json.dumps( { "type": "stock_similar_days_loaded", "ticker": ticker, "date": target_date, **result, }, ensure_ascii=False, default=str, ), ) async def _handle_run_stock_enrich( self, websocket: ServerConnection, data: Dict[str, Any], ): ticker = normalize_symbol(data.get("ticker", "")) start_date = str(data.get("start_date") or "").strip()[:10] end_date = str(data.get("end_date") or "").strip()[:10] story_date = str(data.get("story_date") or end_date or "").strip()[:10] target_date = str(data.get("target_date") or "").strip()[:10] force = bool(data.get("force", False)) rebuild_story = bool(data.get("rebuild_story", True)) rebuild_similar_days = bool(data.get("rebuild_similar_days", True)) only_local_to_llm = bool(data.get("only_local_to_llm", False)) limit = data.get("limit", 200) try: limit = max(10, min(int(limit), 500)) except (TypeError, ValueError): limit = 200 if not ticker or not start_date or not end_date: await websocket.send( json.dumps( { "type": "stock_enrich_completed", "ticker": ticker, "start_date": start_date, "end_date": end_date, "error": "ticker, start_date, end_date are required", }, ensure_ascii=False, ), ) return if only_local_to_llm and not llm_enrichment_enabled(): await websocket.send( json.dumps( { "type": "stock_enrich_completed", "ticker": ticker, "start_date": start_date, "end_date": end_date, "error": "only_local_to_llm requires EXPLAIN_ENRICH_USE_LLM=true and a configured LLM provider", }, ensure_ascii=False, ), ) return result = await asyncio.to_thread( enrich_news_for_symbol, self.storage.market_store, ticker, start_date=start_date, end_date=end_date, limit=limit, skip_existing=not force, only_reanalyze_local=only_local_to_llm, ) story_status = None if rebuild_story and story_date: await asyncio.to_thread( self.storage.market_store.delete_story_cache, ticker, as_of_date=story_date, ) story_result = await asyncio.to_thread( get_or_create_stock_story, self.storage.market_store, symbol=ticker, as_of_date=story_date, ) story_status = { "as_of_date": story_date, "source": story_result.get("source") or "local", } similar_status = None if rebuild_similar_days and target_date: await asyncio.to_thread( self.storage.market_store.delete_similar_day_cache, ticker, target_date=target_date, ) similar_result = await asyncio.to_thread( find_similar_days, self.storage.market_store, symbol=ticker, target_date=target_date, top_k=8, ) similar_status = { "target_date": target_date, "count": len(similar_result.get("items") or []), "error": similar_result.get("error"), } await websocket.send( json.dumps( { "type": "stock_enrich_completed", "ticker": ticker, "start_date": start_date, "end_date": end_date, "story_date": story_date or None, "target_date": target_date or None, "force": force, "only_local_to_llm": only_local_to_llm, "stats": result, "story_status": story_status, "similar_status": similar_status, }, ensure_ascii=False, default=str, ), ) async def _handle_start_backtest(self, data: Dict[str, Any]): if not self.is_backtest: return dates = data.get("dates", []) if dates and self._backtest_task is None: task = asyncio.create_task( self._run_backtest_dates(dates), ) task.add_done_callback(self._handle_backtest_exception) self._backtest_task = task async def _handle_manual_trigger( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """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/mock mode.", }, ensure_ascii=False, ), ) return if ( self._cycle_lock.locked() or ( self._manual_cycle_task is not None and not self._manual_cycle_task.done() ) ): await websocket.send( json.dumps( { "type": "error", "message": "A trading cycle is already running.", }, ensure_ascii=False, ), ) await self.state_sync.on_system_message("已有任务在运行，已忽略手动触发") return requested_date = data.get("date") await self.state_sync.on_system_message("收到手动触发请求，准备开始新一轮分析与决策") task = asyncio.create_task( self.on_strategy_trigger( date=requested_date or datetime.now().strftime("%Y-%m-%d"), ), ) task.add_done_callback(self._handle_manual_cycle_exception) self._manual_cycle_task = task async def _handle_reload_runtime_assets(self): """Reload prompt, skills, and safe runtime config without restart.""" config_name = self.config.get("config_name", "default") runtime_config = resolve_runtime_config( project_root=self._project_root, config_name=config_name, enable_memory=self.config.get("enable_memory", False), schedule_mode=self.config.get("schedule_mode", "daily"), interval_minutes=self.config.get("interval_minutes", 60), trigger_time=self.config.get("trigger_time", "09:30"), ) result = self.pipeline.reload_runtime_assets(runtime_config=runtime_config) runtime_updates = self._apply_runtime_config(runtime_config) await self.state_sync.on_system_message( "Runtime assets reloaded.", ) await self.broadcast( { "type": "runtime_assets_reloaded", **result, **runtime_updates, }, ) async def _handle_update_runtime_config( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Persist selected runtime settings and hot-reload them.""" updates: Dict[str, Any] = {} schedule_mode = str(data.get("schedule_mode", "")).strip().lower() if schedule_mode: if schedule_mode not in {"daily", "intraday"}: await websocket.send( json.dumps( { "type": "error", "message": "schedule_mode must be 'daily' or 'intraday'.", }, ensure_ascii=False, ), ) return updates["schedule_mode"] = schedule_mode interval_minutes = data.get("interval_minutes") if interval_minutes is not None: try: parsed_interval = int(interval_minutes) except (TypeError, ValueError): parsed_interval = 0 if parsed_interval <= 0: await websocket.send( json.dumps( { "type": "error", "message": "interval_minutes must be a positive integer.", }, ensure_ascii=False, ), ) return updates["interval_minutes"] = parsed_interval trigger_time = data.get("trigger_time") if trigger_time is not None: raw_trigger = str(trigger_time).strip() if raw_trigger and raw_trigger != "now": try: datetime.strptime(raw_trigger, "%H:%M") except ValueError: await websocket.send( json.dumps( { "type": "error", "message": "trigger_time must use HH:MM or 'now'.", }, ensure_ascii=False, ), ) return updates["trigger_time"] = raw_trigger or "09:30" max_comm_cycles = data.get("max_comm_cycles") if max_comm_cycles is not None: try: parsed_cycles = int(max_comm_cycles) except (TypeError, ValueError): parsed_cycles = 0 if parsed_cycles <= 0: await websocket.send( json.dumps( { "type": "error", "message": "max_comm_cycles must be a positive integer.", }, ensure_ascii=False, ), ) return updates["max_comm_cycles"] = parsed_cycles initial_cash = data.get("initial_cash") if initial_cash is not None: try: parsed_initial_cash = float(initial_cash) except (TypeError, ValueError): parsed_initial_cash = 0.0 if parsed_initial_cash <= 0: await websocket.send( json.dumps( { "type": "error", "message": "initial_cash must be a positive number.", }, ensure_ascii=False, ), ) return updates["initial_cash"] = parsed_initial_cash margin_requirement = data.get("margin_requirement") if margin_requirement is not None: try: parsed_margin_requirement = float(margin_requirement) except (TypeError, ValueError): parsed_margin_requirement = -1.0 if parsed_margin_requirement < 0: await websocket.send( json.dumps( { "type": "error", "message": "margin_requirement must be a non-negative number.", }, ensure_ascii=False, ), ) return updates["margin_requirement"] = parsed_margin_requirement enable_memory = data.get("enable_memory") if enable_memory is not None: updates["enable_memory"] = bool(enable_memory) if not updates: await websocket.send( json.dumps( { "type": "error", "message": "No runtime settings were provided.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") update_bootstrap_values_for_run( project_root=self._project_root, config_name=config_name, updates=updates, ) await self.state_sync.on_system_message("运行时调度配置已保存，正在热更新") await self._handle_reload_runtime_assets() async def _handle_update_watchlist( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Persist a new watchlist to BOOTSTRAP.md and hot-reload it.""" tickers = self._normalize_watchlist(data.get("tickers")) if not tickers: await websocket.send( json.dumps( { "type": "error", "message": "update_watchlist requires at least one valid ticker.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") update_bootstrap_values_for_run( project_root=self._project_root, config_name=config_name, updates={"tickers": tickers}, ) await self.state_sync.on_system_message( f"Watchlist updated: {', '.join(tickers)}", ) await self.broadcast( { "type": "watchlist_updated", "config_name": config_name, "tickers": tickers, }, ) await self._handle_reload_runtime_assets() self._schedule_watchlist_market_store_refresh(tickers) async def _handle_get_agent_skills( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Return skill catalog and status for one agent.""" agent_id = str(data.get("agent_id", "")).strip() if not agent_id: await websocket.send( json.dumps( { "type": "error", "message": "get_agent_skills requires agent_id.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) agent_asset_dir = skills_manager.get_agent_asset_dir(config_name, agent_id) agent_config = load_agent_workspace_config(agent_asset_dir / "agent.yaml") resolved_skills = set( skills_manager.resolve_agent_skill_names( config_name=config_name, 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(config_name, 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, }, ) await websocket.send( json.dumps( { "type": "agent_skills_loaded", "config_name": config_name, "agent_id": agent_id, "skills": payload, }, ensure_ascii=False, ), ) async def _handle_get_agent_profile( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Return structured profile/config summary for one agent.""" agent_id = str(data.get("agent_id", "")).strip() if not agent_id: await websocket.send( json.dumps( { "type": "error", "message": "get_agent_profile requires agent_id.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) asset_dir = skills_manager.get_agent_asset_dir(config_name, 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(self._project_root, config_name) 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=config_name, 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) await websocket.send( json.dumps( { "type": "agent_profile_loaded", "config_name": config_name, "agent_id": agent_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, }, }, ensure_ascii=False, ), ) async def _handle_get_skill_detail( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Return full SKILL.md body for one skill.""" agent_id = str(data.get("agent_id", "")).strip() skill_name = str(data.get("skill_name", "")).strip() if not skill_name: await websocket.send( json.dumps( { "type": "error", "message": "get_skill_detail requires skill_name.", }, ensure_ascii=False, ), ) return skills_manager = SkillsManager(project_root=self._project_root) try: if agent_id: config_name = self.config.get("config_name", "default") detail = skills_manager.load_agent_skill_document( config_name=config_name, agent_id=agent_id, skill_name=skill_name, ) else: detail = skills_manager.load_skill_document(skill_name) except FileNotFoundError: await websocket.send( json.dumps( { "type": "error", "message": f"Unknown skill: {skill_name}", }, ensure_ascii=False, ), ) return await websocket.send( json.dumps( { "type": "skill_detail_loaded", "agent_id": agent_id, "skill": detail, }, ensure_ascii=False, ), ) async def _handle_create_agent_local_skill( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Create a new local skill for one agent and hot-reload runtime assets.""" agent_id = str(data.get("agent_id", "")).strip() skill_name = str(data.get("skill_name", "")).strip() if not agent_id or not skill_name: await websocket.send( json.dumps( { "type": "error", "message": "create_agent_local_skill requires agent_id and skill_name.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) try: skills_manager.create_agent_local_skill( config_name=config_name, agent_id=agent_id, skill_name=skill_name, ) except (ValueError, FileExistsError) as exc: await websocket.send( json.dumps( {"type": "error", "message": str(exc)}, ensure_ascii=False, ), ) return await self.state_sync.on_system_message( f"Created local skill {skill_name} for {agent_id}", ) await self._handle_reload_runtime_assets() await websocket.send( json.dumps( { "type": "agent_local_skill_created", "agent_id": agent_id, "skill_name": skill_name, }, ensure_ascii=False, ), ) await self._handle_get_agent_skills(websocket, {"agent_id": agent_id}) await self._handle_get_skill_detail( websocket, {"agent_id": agent_id, "skill_name": skill_name}, ) async def _handle_update_agent_local_skill( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Update one agent-local SKILL.md and hot-reload runtime assets.""" agent_id = str(data.get("agent_id", "")).strip() skill_name = str(data.get("skill_name", "")).strip() content = data.get("content") if not agent_id or not skill_name or not isinstance(content, str): await websocket.send( json.dumps( { "type": "error", "message": "update_agent_local_skill requires agent_id, skill_name, and string content.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) try: skills_manager.update_agent_local_skill( config_name=config_name, agent_id=agent_id, skill_name=skill_name, content=content, ) except (ValueError, FileNotFoundError) as exc: await websocket.send( json.dumps( {"type": "error", "message": str(exc)}, ensure_ascii=False, ), ) return await self.state_sync.on_system_message( f"Updated local skill {skill_name} for {agent_id}", ) await self._handle_reload_runtime_assets() await websocket.send( json.dumps( { "type": "agent_local_skill_updated", "agent_id": agent_id, "skill_name": skill_name, }, ensure_ascii=False, ), ) await self._handle_get_skill_detail( websocket, {"agent_id": agent_id, "skill_name": skill_name}, ) async def _handle_delete_agent_local_skill( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Delete one agent-local skill and hot-reload runtime assets.""" agent_id = str(data.get("agent_id", "")).strip() skill_name = str(data.get("skill_name", "")).strip() if not agent_id or not skill_name: await websocket.send( json.dumps( { "type": "error", "message": "delete_agent_local_skill requires agent_id and skill_name.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) try: skills_manager.delete_agent_local_skill( config_name=config_name, agent_id=agent_id, skill_name=skill_name, ) skills_manager.forget_agent_skill_overrides( config_name=config_name, agent_id=agent_id, skill_names=[skill_name], ) except (ValueError, FileNotFoundError) as exc: await websocket.send( json.dumps( {"type": "error", "message": str(exc)}, ensure_ascii=False, ), ) return await self.state_sync.on_system_message( f"Deleted local skill {skill_name} for {agent_id}", ) await self._handle_reload_runtime_assets() await websocket.send( json.dumps( { "type": "agent_local_skill_deleted", "agent_id": agent_id, "skill_name": skill_name, }, ensure_ascii=False, ), ) await self._handle_get_agent_skills(websocket, {"agent_id": agent_id}) async def _handle_remove_agent_skill( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Remove one shared skill from the agent's installed set.""" agent_id = str(data.get("agent_id", "")).strip() skill_name = str(data.get("skill_name", "")).strip() if not agent_id or not skill_name: await websocket.send( json.dumps( { "type": "error", "message": "remove_agent_skill requires agent_id and skill_name.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) skill_names = { item.skill_name for item in skills_manager.list_agent_skill_catalog(config_name, agent_id) if item.source != "local" } if skill_name not in skill_names: await websocket.send( json.dumps( {"type": "error", "message": f"Unknown shared skill: {skill_name}"}, ensure_ascii=False, ), ) return skills_manager.update_agent_skill_overrides( config_name=config_name, agent_id=agent_id, disable=[skill_name], ) await self.state_sync.on_system_message( f"Removed shared skill {skill_name} from {agent_id}", ) await self._handle_reload_runtime_assets() await websocket.send( json.dumps( { "type": "agent_skill_removed", "agent_id": agent_id, "skill_name": skill_name, }, ensure_ascii=False, ), ) await self._handle_get_agent_skills(websocket, {"agent_id": agent_id}) async def _handle_update_agent_skill( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Enable or disable one skill for one agent and hot-reload assets.""" agent_id = str(data.get("agent_id", "")).strip() skill_name = str(data.get("skill_name", "")).strip() enabled = data.get("enabled") if not agent_id or not skill_name or not isinstance(enabled, bool): await websocket.send( json.dumps( { "type": "error", "message": "update_agent_skill requires agent_id, skill_name, and boolean enabled.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) skill_names = { item.skill_name for item in skills_manager.list_agent_skill_catalog(config_name, agent_id) } if skill_name not in skill_names: await websocket.send( json.dumps( { "type": "error", "message": f"Unknown skill: {skill_name}", }, ensure_ascii=False, ), ) return if enabled: skills_manager.update_agent_skill_overrides( config_name=config_name, agent_id=agent_id, enable=[skill_name], ) await self.state_sync.on_system_message( f"Enabled skill {skill_name} for {agent_id}", ) else: skills_manager.update_agent_skill_overrides( config_name=config_name, agent_id=agent_id, disable=[skill_name], ) await self.state_sync.on_system_message( f"Disabled skill {skill_name} for {agent_id}", ) await websocket.send( json.dumps( { "type": "agent_skill_updated", "agent_id": agent_id, "skill_name": skill_name, "enabled": enabled, }, ensure_ascii=False, ), ) await self._handle_reload_runtime_assets() await self._handle_get_agent_skills( websocket, {"agent_id": agent_id}, ) async def _handle_get_agent_workspace_file( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Load one editable agent workspace markdown file.""" agent_id = str(data.get("agent_id", "")).strip() filename = self._normalize_agent_workspace_filename(data.get("filename")) if not agent_id or not filename: await websocket.send( json.dumps( { "type": "error", "message": "get_agent_workspace_file requires agent_id and supported filename.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) asset_dir = skills_manager.get_agent_asset_dir(config_name, agent_id) asset_dir.mkdir(parents=True, exist_ok=True) path = asset_dir / filename content = path.read_text(encoding="utf-8") if path.exists() else "" await websocket.send( json.dumps( { "type": "agent_workspace_file_loaded", "config_name": config_name, "agent_id": agent_id, "filename": filename, "content": content, }, ensure_ascii=False, ), ) async def _handle_update_agent_workspace_file( self, websocket: ServerConnection, data: Dict[str, Any], ) -> None: """Persist one editable agent workspace markdown file and hot-reload.""" agent_id = str(data.get("agent_id", "")).strip() filename = self._normalize_agent_workspace_filename(data.get("filename")) content = data.get("content") if not agent_id or not filename or not isinstance(content, str): await websocket.send( json.dumps( { "type": "error", "message": "update_agent_workspace_file requires agent_id, supported filename, and string content.", }, ensure_ascii=False, ), ) return config_name = self.config.get("config_name", "default") skills_manager = SkillsManager(project_root=self._project_root) asset_dir = 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") await self.state_sync.on_system_message( f"Updated {filename} for {agent_id}", ) await websocket.send( json.dumps( { "type": "agent_workspace_file_updated", "agent_id": agent_id, "filename": filename, }, ensure_ascii=False, ), ) await self._handle_reload_runtime_assets() await self._handle_get_agent_workspace_file( websocket, {"agent_id": agent_id, "filename": filename}, ) @staticmethod def _normalize_watchlist(raw_tickers: Any) -> List[str]: """Parse watchlist payloads from websocket messages.""" if raw_tickers is None: return [] if isinstance(raw_tickers, str): candidates = raw_tickers.split(",") elif isinstance(raw_tickers, list): candidates = raw_tickers else: candidates = [raw_tickers] tickers: List[str] = [] for candidate in candidates: symbol = normalize_symbol(str(candidate).strip().strip("\"'")) if symbol and symbol not in tickers: tickers.append(symbol) return tickers @staticmethod def _normalize_agent_workspace_filename(raw_name: Any) -> Optional[str]: """Restrict editable workspace files to a safe allowlist.""" filename = str(raw_name or "").strip() if filename in EDITABLE_AGENT_WORKSPACE_FILES: return filename return None def _apply_runtime_config( self, runtime_config: Dict[str, Any], ) -> Dict[str, Any]: """Apply runtime config to gateway-owned services and state.""" warnings: List[str] = [] ticker_changes = self.market_service.update_tickers( runtime_config.get("tickers", []), ) self.config["tickers"] = ticker_changes["active"] self.pipeline.max_comm_cycles = int(runtime_config["max_comm_cycles"]) self.config["max_comm_cycles"] = self.pipeline.max_comm_cycles self.config["schedule_mode"] = runtime_config.get( "schedule_mode", self.config.get("schedule_mode", "daily"), ) self.config["interval_minutes"] = int( runtime_config.get( "interval_minutes", self.config.get("interval_minutes", 60), ), ) self.config["trigger_time"] = runtime_config.get( "trigger_time", self.config.get("trigger_time", "09:30"), ) if self.scheduler: self.scheduler.reconfigure( mode=self.config["schedule_mode"], trigger_time=self.config["trigger_time"], interval_minutes=self.config["interval_minutes"], ) pm_apply_result = self.pipeline.pm.apply_runtime_portfolio_config( margin_requirement=runtime_config["margin_requirement"], ) self.config["margin_requirement"] = self.pipeline.pm.portfolio.get( "margin_requirement", runtime_config["margin_requirement"], ) requested_initial_cash = float(runtime_config["initial_cash"]) current_initial_cash = float(self.storage.initial_cash) initial_cash_applied = requested_initial_cash == current_initial_cash if not initial_cash_applied: if ( self.storage.can_apply_initial_cash() and self.pipeline.pm.can_apply_initial_cash() ): initial_cash_applied = self.storage.apply_initial_cash( requested_initial_cash, ) if initial_cash_applied: self.pipeline.pm.apply_runtime_portfolio_config( initial_cash=requested_initial_cash, ) self.config["initial_cash"] = self.storage.initial_cash else: warnings.append( "initial_cash changed in BOOTSTRAP.md but was not applied " "because the run already has positions, margin usage, or trades.", ) requested_enable_memory = bool(runtime_config["enable_memory"]) current_enable_memory = bool(self.config.get("enable_memory", False)) if requested_enable_memory != current_enable_memory: warnings.append( "enable_memory changed in BOOTSTRAP.md but still requires a restart " "because long-term memory contexts are created at startup.", ) self._sync_runtime_state() return { "runtime_config_requested": runtime_config, "runtime_config_applied": { "tickers": list(self.config.get("tickers", [])), "schedule_mode": self.config.get("schedule_mode", "daily"), "interval_minutes": self.config.get("interval_minutes", 60), "trigger_time": self.config.get("trigger_time", "09:30"), "initial_cash": self.storage.initial_cash, "margin_requirement": self.config["margin_requirement"], "max_comm_cycles": self.config["max_comm_cycles"], "enable_memory": self.config.get("enable_memory", False), }, "runtime_config_status": { "tickers": True, "schedule_mode": True, "interval_minutes": True, "trigger_time": True, "initial_cash": initial_cash_applied, "margin_requirement": pm_apply_result["margin_requirement"], "max_comm_cycles": True, "enable_memory": requested_enable_memory == current_enable_memory, }, "ticker_changes": ticker_changes, "runtime_config_warnings": warnings, } def _sync_runtime_state(self) -> None: """Refresh persisted state and dashboard after runtime config changes.""" self.state_sync.update_state("tickers", self.config.get("tickers", [])) self.state_sync.update_state( "runtime_config", { "tickers": self.config.get("tickers", []), "schedule_mode": self.config.get("schedule_mode", "daily"), "interval_minutes": self.config.get("interval_minutes", 60), "trigger_time": self.config.get("trigger_time", "09:30"), "initial_cash": self.storage.initial_cash, "margin_requirement": self.config.get("margin_requirement"), "max_comm_cycles": self.config.get("max_comm_cycles"), "enable_memory": self.config.get("enable_memory", False), }, ) self.storage.update_server_state_from_dashboard(self.state_sync.state) self.state_sync.save_state() self._dashboard.tickers = list(self.config.get("tickers", [])) self._dashboard.initial_cash = self.storage.initial_cash self._dashboard.enable_memory = bool( self.config.get("enable_memory", False), ) summary = self.storage.load_file("summary") or {} holdings = self.storage.load_file("holdings") or [] trades = self.storage.load_file("trades") or [] self._dashboard.update( portfolio=summary, holdings=holdings, trades=trades, ) def _schedule_watchlist_market_store_refresh( self, tickers: List[str], ) -> None: """Kick off a non-blocking Polygon refresh for the updated watchlist.""" if not tickers: return if self._watchlist_ingest_task and not self._watchlist_ingest_task.done(): self._watchlist_ingest_task.cancel() self._watchlist_ingest_task = asyncio.create_task( self._refresh_market_store_for_watchlist(tickers), ) async def _refresh_market_store_for_watchlist( self, tickers: List[str], ) -> None: """Refresh the long-lived market store after a watchlist update.""" try: await self.state_sync.on_system_message( f"正在同步自选股市场数据: {', '.join(tickers)}", ) results = await asyncio.to_thread( ingest_symbols, tickers, mode="incremental", ) summary = ", ".join( f"{item['symbol']} prices={item['prices']} news={item['news']}" for item in results ) await self.state_sync.on_system_message( f"自选股市场数据已同步: {summary}", ) except asyncio.CancelledError: raise except Exception as exc: logger.warning("Watchlist market store refresh failed: %s", exc) await self.state_sync.on_system_message( f"自选股市场数据同步失败: {exc}", ) async def broadcast(self, message: Dict[str, Any]): """Broadcast message to all connected clients""" if not self.connected_clients: return message_json = json.dumps(message, ensure_ascii=False, default=str) async with self.lock: tasks = [ self._send_to_client(client, message_json) for client in self.connected_clients.copy() ] if tasks: await asyncio.gather(*tasks, return_exceptions=True) async def _send_to_client( self, client: ServerConnection, message: str, ): try: await client.send(message) except websockets.ConnectionClosed: async with self.lock: self.connected_clients.discard(client) async def _market_status_monitor(self): """Periodically check and broadcast market status changes""" while True: try: await self.market_service.check_and_broadcast_market_status() # On market open, start live session tracking status = self.market_service.get_market_status() if ( status["status"] == "open" and not self.storage.is_live_session_active ): self.storage.start_live_session() summary = self.storage.load_file("summary") or {} self._session_start_portfolio_value = summary.get( "totalAssetValue", self.storage.initial_cash, ) logger.info( "Session start portfolio: " f"${self._session_start_portfolio_value:,.2f}", ) elif ( status["status"] != "open" and self.storage.is_live_session_active ): self.storage.end_live_session() self._session_start_portfolio_value = None # Update and broadcast live returns if session is active if self.storage.is_live_session_active: await self._update_and_broadcast_live_returns() await asyncio.sleep(60) # Check every minute except asyncio.CancelledError: break except Exception as e: logger.error(f"Market status monitor error: {e}") await asyncio.sleep(60) async def _update_and_broadcast_live_returns(self): """Calculate and broadcast live returns for current session""" if not self.storage.is_live_session_active: return # Get current prices and calculate portfolio value prices = self.market_service.get_all_prices() if not prices or not any(p > 0 for p in prices.values()): return # Load current internal state to get baseline values state = self.storage.load_internal_state() # Get latest values from history (if available) equity_history = state.get("equity_history", []) baseline_history = state.get("baseline_history", []) baseline_vw_history = state.get("baseline_vw_history", []) momentum_history = state.get("momentum_history", []) current_equity = equity_history[-1]["v"] if equity_history else None current_baseline = ( baseline_history[-1]["v"] if baseline_history else None ) current_baseline_vw = ( baseline_vw_history[-1]["v"] if baseline_vw_history else None ) current_momentum = ( momentum_history[-1]["v"] if momentum_history else None ) # Update live returns with current values point = self.storage.update_live_returns( current_equity=current_equity, current_baseline=current_baseline, current_baseline_vw=current_baseline_vw, current_momentum=current_momentum, ) # Broadcast if we have new data if point: live_returns = self.storage.get_live_returns() await self.broadcast( { "type": "team_summary", "equity_return": live_returns["equity_return"], "baseline_return": live_returns["baseline_return"], "baseline_vw_return": live_returns["baseline_vw_return"], "momentum_return": live_returns["momentum_return"], }, ) async def on_strategy_trigger(self, date: str): """Handle trading cycle trigger""" if self._cycle_lock.locked(): logger.warning("Trading cycle already running, skipping trigger for %s", date) await self.state_sync.on_system_message( f"已有交易周期在运行，跳过本次触发: {date}", ) return async with self._cycle_lock: logger.info(f"Strategy triggered for {date}") tickers = self.config.get("tickers", []) if self.is_backtest: await self._run_backtest_cycle(date, tickers) else: await self._run_live_cycle(date, tickers) async def _run_backtest_cycle(self, date: str, tickers: List[str]): """Run backtest cycle with pre-loaded prices""" self.market_service.set_backtest_date(date) await self.market_service.emit_market_open() await self.state_sync.on_cycle_start(date) self._dashboard.update(date=date, status="Analyzing...") prices = self.market_service.get_open_prices() close_prices = self.market_service.get_close_prices() market_caps = self._get_market_caps(tickers, date) result = await self.pipeline.run_cycle( tickers=tickers, date=date, prices=prices, close_prices=close_prices, market_caps=market_caps, ) await self.market_service.emit_market_close() settlement_result = result.get("settlement_result") self._save_cycle_results(result, date, close_prices, settlement_result) await self._broadcast_portfolio_updates(result, close_prices) await self._finalize_cycle(date) async def _run_live_cycle(self, date: str, tickers: List[str]): """ Run live cycle with real market timing. - Analysis runs immediately - Daily mode waits for open/close as before - Intraday mode executes only during market open and skips trading outside market hours """ # Get actual trading date (might be next trading day if weekend) trading_date = self.market_service.get_live_trading_date() logger.info( f"Live cycle: triggered={date}, trading_date={trading_date}", ) await self.state_sync.on_cycle_start(trading_date) self._dashboard.update(date=trading_date, status="Analyzing...") market_caps = self._get_market_caps(tickers, trading_date) schedule_mode = self.config.get("schedule_mode", "daily") market_status = self.market_service.get_market_status() current_prices = self.market_service.get_all_prices() if schedule_mode == "intraday": execute_decisions = market_status.get("status") == "open" if execute_decisions: await self.state_sync.on_system_message( "定时任务触发：当前处于交易时段，本轮将执行交易决策", ) else: await self.state_sync.on_system_message( "定时任务触发：当前非交易时段，本轮仅更新数据与分析，不执行交易", ) result = await self.pipeline.run_cycle( tickers=tickers, date=trading_date, prices=current_prices, market_caps=market_caps, execute_decisions=execute_decisions, ) close_prices = current_prices else: # Daily mode keeps the original full-session behavior result = await self.pipeline.run_cycle( tickers=tickers, date=trading_date, market_caps=market_caps, get_open_prices_fn=self.market_service.wait_for_open_prices, get_close_prices_fn=self.market_service.wait_for_close_prices, ) close_prices = self.market_service.get_all_prices() settlement_result = result.get("settlement_result") self._save_cycle_results( result, trading_date, close_prices, settlement_result, ) await self._broadcast_portfolio_updates(result, close_prices) await self._finalize_cycle(trading_date) async def _finalize_cycle(self, date: str): """Finalize cycle: broadcast state and update dashboard""" summary = self.storage.load_file("summary") or {} # Include live returns if session is active if self.storage.is_live_session_active: live_returns = self.storage.get_live_returns() summary.update(live_returns) await self.state_sync.on_cycle_end(date, portfolio_summary=summary) holdings = self.storage.load_file("holdings") or [] trades = self.storage.load_file("trades") or [] leaderboard = self.storage.load_file("leaderboard") or [] if leaderboard: await self.state_sync.on_leaderboard_update(leaderboard) self._dashboard.update( date=date, status="Running", portfolio=summary, holdings=holdings, trades=trades, ) def _get_market_caps( self, tickers: List[str], date: str, ) -> Dict[str, float]: """ Get market caps for tickers (stub implementation) Args: tickers: List of tickers date: Trading date Returns: Dict mapping ticker to market cap """ from ..tools.data_tools import get_market_cap market_caps = {} for ticker in tickers: try: market_cap = get_market_cap(ticker, date) if market_cap: market_caps[ticker] = market_cap else: market_caps[ticker] = 1e9 except Exception: market_caps[ticker] = 1e9 return market_caps async def _broadcast_portfolio_updates( self, result: Dict[str, Any], prices: Dict[str, float], ): portfolio = result.get("portfolio", {}) if portfolio: holdings = FrontendAdapter.build_holdings(portfolio, prices) if holdings: await self.state_sync.on_holdings_update(holdings) stats = FrontendAdapter.build_stats(portfolio, prices) if stats: await self.state_sync.on_stats_update(stats) executed_trades = result.get("executed_trades", []) if executed_trades: await self.state_sync.on_trades_executed(executed_trades) def _save_cycle_results( self, result: Dict[str, Any], date: str, prices: Dict[str, float], settlement_result: Optional[Dict[str, Any]] = None, ): portfolio = result.get("portfolio", {}) executed_trades = result.get("executed_trades", []) # Extract baseline values from settlement result baseline_values = None if settlement_result: baseline_values = settlement_result.get("baseline_values") if portfolio: self.storage.update_dashboard_after_cycle( portfolio=portfolio, prices=prices, date=date, executed_trades=executed_trades, baseline_values=baseline_values, ) async def _run_backtest_dates(self, dates: List[str]): self.state_sync.set_backtest_dates(dates) self._dashboard.update(days_total=len(dates), days_completed=0) await self.state_sync.on_system_message( f"Starting backtest - {len(dates)} trading days", ) try: for i, date in enumerate(dates): self._dashboard.update(days_completed=i) await self.on_strategy_trigger(date=date) await asyncio.sleep(0.1) await self.state_sync.on_system_message( f"Backtest complete - {len(dates)} days", ) # Update dashboard with final state summary = self.storage.load_file("summary") or {} self._dashboard.update( status="Complete", portfolio=summary, days_completed=len(dates), ) self._dashboard.stop() self._dashboard.print_final_summary() except Exception as e: error_msg = f"Backtest failed: {type(e).__name__}: {str(e)}" logger.error(error_msg, exc_info=True) await self.state_sync.on_system_message(error_msg) self._dashboard.update(status=f"Failed: {str(e)}") self._dashboard.stop() raise finally: self._backtest_task = None def _handle_backtest_exception(self, task: asyncio.Task): """Handle exceptions from backtest task""" try: task.result() except asyncio.CancelledError: logger.info("Backtest task was cancelled") except Exception as e: logger.error( f"Backtest task failed with exception:{type(e).__name__}:{e}", exc_info=True, ) def _handle_manual_cycle_exception(self, task: asyncio.Task): """Handle exceptions from manually-triggered live cycles.""" self._manual_cycle_task = None try: task.result() except asyncio.CancelledError: logger.info("Manual cycle task was cancelled") except Exception as exc: logger.error( "Manual cycle task failed with exception:%s:%s", type(exc).__name__, exc, exc_info=True, ) def set_backtest_dates(self, dates: List[str]): self.state_sync.set_backtest_dates(dates) if dates: self._backtest_start_date = dates[0] self._backtest_end_date = dates[-1] self._dashboard.days_total = len(dates) def stop(self): self.state_sync.save_state() self.market_service.stop() if self._backtest_task: self._backtest_task.cancel() if self._market_status_task: self._market_status_task.cancel() if self._watchlist_ingest_task: self._watchlist_ingest_task.cancel() self._dashboard.stop()