Files
evotraders/backend/agents/analyst.py
cillin 16b54d5ccc feat(agent): complete EvoAgent integration for all 6 agent roles
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
2026-04-02 00:55:08 +08:00

170 lines
5.3 KiB
Python

# -*- coding: utf-8 -*-
"""
Analyst Agent - Based on AgentScope ReActAgent
Performs analysis using tools and LLM
.. deprecated:: 0.2.0
AnalystAgent is deprecated and will be removed in a future version.
Use :class:`backend.agents.base.evo_agent.EvoAgent` instead.
See docs/CRITICAL_FIXES.md for migration guide.
"""
import warnings
from typing import Any, Dict, Optional
from agentscope.agent import ReActAgent
from agentscope.memory import InMemoryMemory, LongTermMemoryBase
from agentscope.message import Msg
from ..config.constants import ANALYST_TYPES
from ..utils.progress import progress
from .prompt_factory import build_agent_system_prompt, clear_prompt_factory_cache
# Emit deprecation warning on module import
warnings.warn(
"AnalystAgent is deprecated. Use EvoAgent instead. "
"See docs/CRITICAL_FIXES.md for migration guide.",
DeprecationWarning,
stacklevel=2,
)
class AnalystAgent(ReActAgent):
"""
Analyst Agent - Uses LLM for tool selection and analysis
Inherits from AgentScope's ReActAgent
.. deprecated:: 0.2.0
Use :class:`backend.agents.base.evo_agent.EvoAgent` with
workspace-driven configuration instead.
"""
def __init__(
self,
analyst_type: str,
toolkit: Any,
model: Any,
formatter: Any,
agent_id: Optional[str] = None,
config: Optional[Dict[str, Any]] = None,
long_term_memory: Optional[LongTermMemoryBase] = None,
):
"""
Initialize Analyst Agent
.. deprecated:: 0.2.0
Use :class:`backend.agents.unified_factory.UnifiedAgentFactory`
or :class:`backend.agents.base.evo_agent.EvoAgent` instead.
Args:
analyst_type: Type of analyst (e.g., "fundamentals", etc.)
toolkit: AgentScope Toolkit instance
model: LLM model instance
formatter: Message formatter instance
agent_id: Agent ID (defaults to "{analyst_type}_analyst")
config: Configuration dictionary
long_term_memory: Optional ReMeTaskLongTermMemory instance
"""
# Emit runtime deprecation warning
warnings.warn(
f"AnalystAgent('{analyst_type}') is deprecated. "
"Use EvoAgent via UnifiedAgentFactory instead.",
DeprecationWarning,
stacklevel=2,
)
if analyst_type not in ANALYST_TYPES:
raise ValueError(
f"Unknown analyst type: {analyst_type}. "
f"Must be one of: {list(ANALYST_TYPES.keys())}",
)
object.__setattr__(self, "analyst_type_key", analyst_type)
object.__setattr__(
self,
"analyst_persona",
ANALYST_TYPES[analyst_type]["display_name"],
)
if agent_id is None:
agent_id = analyst_type
object.__setattr__(self, "agent_id", agent_id)
object.__setattr__(self, "config", config or {})
object.__setattr__(self, "toolkit", toolkit)
sys_prompt = self._load_system_prompt()
kwargs = {
"name": agent_id,
"sys_prompt": sys_prompt,
"model": model,
"formatter": formatter,
"toolkit": toolkit,
"memory": InMemoryMemory(),
"max_iters": 10,
}
if long_term_memory:
kwargs["long_term_memory"] = long_term_memory
kwargs["long_term_memory_mode"] = "static_control"
super().__init__(**kwargs)
def _load_system_prompt(self) -> str:
"""Load system prompt for analyst"""
return build_agent_system_prompt(
agent_id=self.agent_id,
config_name=self.config.get("config_name", "default"),
toolkit=self.toolkit,
)
async def reply(self, x: Msg = None) -> Msg:
"""
Override reply method to add progress tracking
Args:
x: Input message (content must be str)
Returns:
Response message (content is str)
"""
ticker = None
if x and hasattr(x, "metadata") and x.metadata:
ticker = x.metadata.get("tickers")
if ticker:
progress.update_status(
self.name,
ticker,
f"Starting {self.analyst_persona} analysis",
)
result = await super().reply(x)
if ticker:
progress.update_status(
self.name,
ticker,
"Analysis completed",
)
return result
def reload_runtime_assets(self, active_skill_dirs: Optional[list] = None) -> None:
"""Reload toolkit and system prompt from current run assets."""
from .toolkit_factory import create_agent_toolkit
clear_prompt_factory_cache()
self.toolkit = create_agent_toolkit(
self.agent_id,
self.config.get("config_name", "default"),
active_skill_dirs=active_skill_dirs,
)
self._apply_runtime_sys_prompt(self._load_system_prompt())
def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
"""Update the prompt used by future turns and the cached system msg."""
self._sys_prompt = sys_prompt
for msg, _marks in self.memory.content:
if getattr(msg, "role", None) == "system":
msg.content = sys_prompt
break