Migrate all agent roles from Legacy to EvoAgent architecture: - fundamentals_analyst, technical_analyst, sentiment_analyst, valuation_analyst - risk_manager, portfolio_manager Key changes: - EvoAgent now supports Portfolio Manager compatibility methods (_make_decision, get_decisions, get_portfolio_state, load_portfolio_state, update_portfolio) - Add UnifiedAgentFactory for centralized agent creation - ToolGuard with batch approval API and WebSocket broadcast - Legacy agents marked deprecated (AnalystAgent, RiskAgent, PMAgent) - Remove backend/agents/compat.py migration shim - Add run_id alongside workspace_id for semantic clarity - Complete integration test coverage (13 tests) - All smoke tests passing for 6 agent roles Constraint: Must maintain backward compatibility with existing run configs Constraint: Memory support must work with EvoAgent (no fallback to Legacy) Rejected: Separate PM implementation for EvoAgent | unified approach cleaner Confidence: high Scope-risk: broad Directive: EVO_AGENT_IDS env var still respected but defaults to all roles Not-tested: Kubernetes sandbox mode for skill execution
125 lines
4.4 KiB
Markdown
125 lines
4.4 KiB
Markdown
# Development Roadmap
|
|
|
|
This roadmap describes the next engineering steps based on the current
|
|
code-supported architecture, not on historical compatibility layers.
|
|
|
|
The current architecture source of truth is
|
|
[current-architecture.md](./current-architecture.md). The matching visual
|
|
diagram lives in [current-architecture.excalidraw](./current-architecture.excalidraw).
|
|
|
|
## Guiding Principle
|
|
|
|
The repo should converge on one clear runtime model:
|
|
|
|
`split services + gateway + run-scoped runtime state under runs/<run_id>/`
|
|
|
|
That means future work should reduce ambiguity between:
|
|
|
|
- design-time `workspaces/`
|
|
- runtime `runs/<run_id>/`
|
|
- compatibility gateway paths
|
|
- older root-level runtime directories
|
|
|
|
## Phase 1: Documentation And Startup Convergence
|
|
|
|
Goal: make the supported system shape unambiguous for contributors and operators.
|
|
|
|
Planned work:
|
|
|
|
- keep `docs/current-architecture.md` as the primary architecture fact source
|
|
- keep `docs/current-architecture.excalidraw` aligned with code changes
|
|
- make README, service docs, and deploy docs point to the same runtime model
|
|
- explicitly describe `agent_service`, `runtime_service`, `trading_service`,
|
|
`news_service`, gateway, and OpenClaw boundaries
|
|
- remove or mark statements that imply `workspaces/` is the runtime source of truth
|
|
|
|
Definition of done:
|
|
|
|
- a new contributor can identify the supported local startup path in under five minutes
|
|
- architecture wording is consistent across top-level docs
|
|
|
|
## Phase 2: Runtime Model Consolidation
|
|
|
|
Goal: ensure the runtime state model is centered on `runs/<run_id>/`.
|
|
|
|
Planned work:
|
|
|
|
- review remaining reads and writes that still assume root-level `live/`,
|
|
`backtest/`, or `production/` directories are canonical
|
|
- keep compatibility exports such as `team_dashboard/*.json`, but document them
|
|
as exports rather than primary state
|
|
- continue moving runtime metadata, assets, and bootstrap configuration behind
|
|
run-scoped helpers
|
|
- keep the control plane and runtime APIs conceptually separate
|
|
|
|
Definition of done:
|
|
|
|
- run-scoped helpers are the default path for runtime state access
|
|
- compatibility directories are no longer required for normal development
|
|
|
|
## Phase 3: Compatibility Surface Reduction
|
|
|
|
Goal: preserve only intentional compatibility layers.
|
|
|
|
Planned work:
|
|
|
|
- identify startup scripts and deploy artifacts that still center on
|
|
`backend.main` as a monolithic entrypoint
|
|
- classify compatibility surfaces into:
|
|
- stable and intentional
|
|
- temporary and shrinking
|
|
- removable once replacements are fully active
|
|
- reduce env-dependent fallback ambiguity for read-only service routing where practical
|
|
- document the difference between OpenClaw WebSocket integration and the optional REST facade
|
|
|
|
Definition of done:
|
|
|
|
- compatibility surfaces have explicit ownership
|
|
- the repo no longer mixes migration leftovers with recommended defaults
|
|
|
|
## Phase 4: EvoAgent Runtime Cutover
|
|
|
|
Goal: move from selective EvoAgent rollout to a cleaner default runtime path.
|
|
|
|
Planned work:
|
|
|
|
- continue supporting staged rollout through explicit agent selection
|
|
- close functional gaps that still require falling back to legacy
|
|
analyst/risk/PM implementations
|
|
- keep run-scoped workspace assets and prompt reload behavior aligned between
|
|
legacy and EvoAgent paths
|
|
- avoid reintroducing generic workspace-loading shortcuts on the pipeline layer
|
|
|
|
Definition of done:
|
|
|
|
- EvoAgent selection is predictable, test-backed, and no longer treated as an
|
|
experimental side path for the supported roles
|
|
|
|
## Phase 5: Contract Tests And Operational Confidence
|
|
|
|
Goal: increase confidence that the split-service architecture remains coherent.
|
|
|
|
Planned work:
|
|
|
|
- expand service-surface tests around `runtime_service`, `trading_service`,
|
|
`news_service`, and migration boundaries
|
|
- keep smoke coverage for staged EvoAgent runtime startup
|
|
- add validation around docs/script consistency where low-cost checks are possible
|
|
- tighten deploy docs so checked-in production examples are clearly described as
|
|
either compatibility topology or first-class topology
|
|
|
|
Definition of done:
|
|
|
|
- service boundaries are testable and understandable without tracing legacy code
|
|
- startup, deploy, and smoke paths tell the same story
|
|
|
|
## Immediate Focus
|
|
|
|
The next practical priority order should be:
|
|
|
|
1. documentation and startup convergence
|
|
2. runtime model consolidation around `runs/<run_id>/`
|
|
3. compatibility surface reduction
|
|
4. EvoAgent runtime cutover
|
|
5. broader contract and smoke confidence
|