evotraders/backend/agents/workspace_manager.py

# -*- coding: utf-8 -*-
"""Initialize run-scoped agent workspace assets."""

from pathlib import Path
from typing import Dict, Iterable, Optional

import yaml

from .skills_manager import SkillsManager


class RunWorkspaceManager:
    """Create and maintain run-level prompt asset files for each agent."""

    def __init__(self, project_root: Optional[Path] = None):
        self.skills_manager = SkillsManager(project_root=project_root)
        self.project_root = self.skills_manager.project_root

    def get_run_dir(self, config_name: str) -> Path:
        return self.project_root / "runs" / config_name

    def ensure_run_workspace(self, config_name: str) -> Path:
        run_dir = self.get_run_dir(config_name)
        run_dir.mkdir(parents=True, exist_ok=True)
        self.skills_manager.ensure_activation_manifest(config_name)
        bootstrap_path = run_dir / "BOOTSTRAP.md"
        if not bootstrap_path.exists():
            bootstrap_path.write_text(
                "---\n"
                "tickers:\n"
                "  - AAPL\n"
                "  - MSFT\n"
                "initial_cash: 100000\n"
                "margin_requirement: 0.0\n"
                "enable_memory: false\n"
                "max_comm_cycles: 2\n"
                "agent_overrides: {}\n"
                "---\n\n"
                "# Bootstrap\n\n"
                "Use this file to describe run-specific setup notes, preferred tickers,\n"
                "risk bounds, or strategy constraints before the first execution.\n\n"
                "The YAML front matter above is machine-readable runtime configuration.\n"
                "The markdown body below is injected into agent prompts as run context.\n",
                encoding="utf-8",
            )
        return run_dir

    def bootstrap_path(self, config_name: str) -> Path:
        return self.get_run_dir(config_name) / "BOOTSTRAP.md"

    def ensure_agent_assets(
        self,
        config_name: str,
        agent_id: str,
        role_seed: str = "",
        style_seed: str = "",
        policy_seed: str = "",
    ) -> Path:
        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)

        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_agent_yaml(
            asset_dir / "agent.yaml",
            agent_id=agent_id,
        )
        return asset_dir

    def initialize_default_assets(
        self,
        config_name: str,
        agent_ids: Iterable[str],
        analyst_personas: Optional[Dict[str, Dict]] = None,
    ) -> None:
        self.ensure_run_workspace(config_name)
        analyst_personas = analyst_personas or {}

        for agent_id in agent_ids:
            if agent_id.endswith("_analyst"):
                persona = analyst_personas.get(agent_id, {})
                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:
                role_seed = ""
                style_seed = ""
                policy_seed = ""

            self.ensure_agent_assets(
                config_name=config_name,
                agent_id=agent_id,
                role_seed=role_seed,
                style_seed=style_seed,
                policy_seed=policy_seed,
            )

    @staticmethod
    def _ensure_file(path: Path, content: str) -> None:
        if not path.exists():
            path.write_text(content, encoding="utf-8")

    @staticmethod
    def _ensure_agent_yaml(path: Path, agent_id: str) -> None:
        if path.exists():
            return

        payload = {
            "agent_id": agent_id,
            "prompt_files": [
                "SOUL.md",
                "PROFILE.md",
                "AGENTS.md",
                "POLICY.md",
                "MEMORY.md",
            ],
            "enabled_skills": [],
            "disabled_skills": [],
            "active_tool_groups": [],
            "disabled_tool_groups": [],
        }
        path.write_text(
            yaml.safe_dump(payload, allow_unicode=True, sort_keys=False),
            encoding="utf-8",
        )


# Backward-compatible alias: code importing WorkspaceManager from this module should continue to work.
WorkspaceManager = RunWorkspaceManager