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
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大时代 Service Surfaces
This repository is in a split-first state: local development now assumes separate app surfaces and a dedicated WebSocket gateway instead of a single combined backend entrypoint.
For the canonical architecture summary, start with docs/current-architecture.md. This file is service-focused and includes migration details. The matching visual diagram lives at docs/current-architecture.excalidraw, and the next-step execution plan lives at docs/development-roadmap.md.
Service Map
| Surface | Default port | Role |
|---|---|---|
backend.apps.agent_service |
8000 |
Control plane for workspaces, agents, skills, guard/approvals |
backend.apps.trading_service |
8001 |
Read-only trading data APIs such as prices, financials, insider trades |
backend.apps.news_service |
8002 |
Read-only explain/news APIs such as story, similar days, range explain |
backend.apps.runtime_service |
8003 |
Runtime lifecycle APIs under /api/runtime/* |
backend.apps.openclaw_service |
8004 |
Read-only OpenClaw REST facade |
Gateway (backend.main) |
8765 |
WebSocket feed, runtime event stream, pipeline execution |
| OpenClaw Gateway | 18789 |
External OpenClaw WebSocket endpoint consumed by 大时代 gateway |
Runtime Modes
Standalone Mode (Direct Gateway Startup)
For simple deployments or backward compatibility:
python -m backend.main --mode live --host 0.0.0.0 --port 8765
In this mode, Gateway runs as the primary process with all components (Pipeline, Market Service, Scheduler) loaded in-process.
Microservice Mode (Recommended)
For development and production with service isolation:
./start-dev.sh
This starts all services with runtime_service managing the Gateway lifecycle.
What Runs By Default In Dev
The supported local dev path is:
./start-dev.sh
That script starts:
agent_serviceon8000trading_serviceon8001news_serviceon8002runtime_serviceon8003- 大时代 gateway on
8765(as subprocess of runtime_service)
It does not start openclaw_service on 8004.
Instead, the gateway expects an OpenClaw WebSocket server to already be
available at ws://localhost:18789 unless you override the OpenClaw gateway
configuration outside the script.
Manual Startup
Run split service surfaces explicitly:
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
The Gateway is started by runtime_service via the /api/runtime/start API,
not manually. To start a runtime:
curl -X POST http://localhost:8003/api/runtime/start \
-H "Content-Type: application/json" \
-d '{
"launch_mode": "fresh",
"tickers": ["AAPL", "MSFT"],
"schedule_mode": "daily",
"trigger_time": "09:30",
"initial_cash": 100000
}'
Optional OpenClaw REST surface:
python -m uvicorn backend.apps.openclaw_service:app --host 0.0.0.0 --port 8004 --reload
Runtime Responsibilities
The runtime path is intentionally split:
Control Plane (runtime_service :8003)
- Gateway lifecycle: Start, stop, restart Gateway processes
- Configuration: Bootstrap values, runtime parameters
- Health monitoring: Gateway process status, port management
- Run history: List historical runs, restore from snapshots
Data Plane (Gateway :8765)
- WebSocket transport: Live event streaming to frontend
- Pipeline execution: Analysis -> Communication -> Decision -> Execution
- Market data: Real-time price feeds and backtest simulation
- Scheduler: Trading cycle orchestration
Supporting Services
agent_servicehandles control-plane reads and writes for agents, workspaces, files, and approvalstrading_serviceprovides read-only trading datanews_serviceprovides news enrichment and explanation APIs
The practical request path looks like:
frontend -> runtime_service/control APIs -> gateway/runtime manager -> market service + pipeline + storage
runtime_service as Gateway Process Manager
The runtime_service is the Gateway Process Manager in the microservice
architecture. Its responsibilities:
-
Process Management
- Spawns Gateway as subprocess via
_start_gateway_process() - Monitors process health via
gateway_process.poll() - Handles graceful shutdown (SIGTERM) and force kill
- Spawns Gateway as subprocess via
-
Port Management
- Finds available ports (
_find_available_port()) - Tracks current Gateway port in RuntimeState
- Finds available ports (
-
Lifecycle APIs
POST /api/runtime/start- Create run, spawn GatewayPOST /api/runtime/stop- Stop Gateway processPOST /api/runtime/restart- Stop then start new runtimeGET /api/runtime/gateway/status- Check Gateway health
-
State Management
- Maintains RuntimeState singleton (thread-safe)
- Tracks runtime_manager reference for in-memory state
- Falls back to persisted snapshots when Gateway is stopped
Gateway Subprocess Architecture
runtime_service (:8003)
|
|-- spawns --> Gateway subprocess (:8765)
|
|-- TradingPipeline
|-- MarketService
|-- Scheduler
|-- WebSocket server
The Gateway subprocess runs backend.gateway_server module (not backend.main)
with run-specific configuration passed via CLI arguments.
Environment Variables
Backend routing preferences
These variables let the gateway or tools prefer split services over in-process fallbacks:
| Variable | Used by | Meaning |
|---|---|---|
TRADING_SERVICE_URL |
gateway, data tools | Prefer trading_service for trading reads |
NEWS_SERVICE_URL |
gateway, data tools | Prefer news_service for explain/news reads |
RUNTIME_SERVICE_URL |
dev scripts / future follow-up | Reserved for runtime-service-aware flows |
OPENCLAW_SERVICE_URL |
dev scripts / future follow-up | Points at the OpenClaw gateway origin in current dev setup |
Current start-dev.sh defaults:
TRADING_SERVICE_URL=http://localhost:8001
NEWS_SERVICE_URL=http://localhost:8002
RUNTIME_SERVICE_URL=http://localhost:8003
OPENCLAW_SERVICE_URL=http://localhost:18789
Note that OPENCLAW_SERVICE_URL currently points at the OpenClaw gateway origin used by the live WebSocket bridge, not the optional REST app on :8004.
Frontend service targets
The frontend can directly call split services with:
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
Current Frontend Direct-Call Coverage
Direct browser calls currently cover:
- runtime panel loading and runtime discovery
- story
- similar days
- range explain
- news for date
- news categories
- selected trading reads such as stock history and insider trades
Other flows still depend on the gateway WebSocket and control plane APIs.
OpenClaw Integration Notes
There are two separate OpenClaw integration surfaces in this repo:
- OpenClaw WebSocket gateway on
:18789- used directly by
backend/services/gateway.py - this is what
start-dev.shassumes exists
- used directly by
backend.apps.openclaw_serviceon:8004- optional REST facade over OpenClaw CLI-backed reads
- useful for typed client access and service-level testing
Do not treat those as interchangeable in docs or deployment config.
Internal Module Direction
The codebase is now organized around these boundaries:
frontend
├─ runtime/control/news/trading API clients
└─ WebSocket runtime feed
backend.apps.agent_service
└─ control-plane routes
backend.apps.runtime_service
└─ runtime lifecycle routes, Gateway process management
backend.apps.trading_service
└─ read-only trading contract
backend.apps.news_service
└─ read-only explain/news contract
backend.apps.openclaw_service
└─ optional OpenClaw REST facade
backend.gateway_server
└─ Gateway subprocess entry point (run-scoped)
backend.main
└─ standalone Gateway entry point (compatibility)
Migration Boundaries
Some agent-migration helpers still exist in the tree, but they are not part of the supported runtime path yet:
No workspace-loading helper remains on TradingPipeline. Runtime agent loading
is expected to stay on the run-scoped creation path.
Also note the remaining naming split:
workspaces/= design-time CRUD registryruns/<run_id>/= runtime state and run-scoped agent assets
Future Architecture Direction
Current State
- Pipeline logic lives in Gateway process
- Gateway is spawned as subprocess by runtime_service
- Standalone mode (
backend.main) preserved for compatibility
Target State
- Pipeline stages become independent services
- Gateway becomes thin event router
- runtime_service becomes full orchestrator
- Standalone mode deprecated and removed
See docs/development-roadmap.md for detailed phase planning.