Files
evotraders/docs/terminology.md
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

1.6 KiB

Terminology

Use these terms consistently when changing code, docs, or UI.

Core Terms

design-time

Use for configuration, editing, and control-plane concepts that exist before a specific runtime is launched.

Typical examples:

  • workspaces/
  • workspace registry CRUD
  • design-time agent metadata

runtime

Use for the active execution layer and its state.

Typical examples:

  • runtime lifecycle APIs
  • scheduler / gateway execution
  • approvals during a live run
  • runtime snapshots and logs

run

Use for one concrete execution instance.

Typical examples:

  • runs/<run_id>/
  • runtime history
  • run logs
  • run bootstrap config
  • run-scoped agent assets

workspace

Prefer this word only for the design-time registry unless you are working on a historical compatibility surface that still uses the old path or field name.

Examples:

  • good: "design workspace"
  • good: "workspace registry"
  • avoid for new runtime UI: "current workspace" when you really mean current run

Compatibility Rule

Some API paths and fields still use legacy names:

  • /api/workspaces/{workspace_id}/agents/...
  • workspace_id on approval records

When reading those surfaces:

  • design-time CRUD routes use workspace_id literally
  • runtime-read routes may use the same slot for run_id

For new code:

  • prefer runId for runtime variables
  • prefer workspaceId only for design-time registry flows

UI Wording

For operator-facing runtime UI, prefer:

  • "运行任务"
  • "运行文件"
  • "运行资产"
  • "任务 ID"

Avoid using "工作区" for active runtime concepts unless the screen is truly about the design-time workspace registry.