The provider itself was healthy, but the legacy dashboard path still ran the heaviest graph shape by default and had no trustworthy stage profiling story. This change narrows the default legacy execution settings to the market-only compact path with conservative timeout/retry values, injects those settings through the unified request/runtime surface, and adds a standalone graph-update profiler so stage timing comes from real node completions rather than synthetic script labels.
Constraint: Profiling evidence had to be grounded in the real provider path without adding new dependencies or polluting the runtime contract
Rejected: Keep synthetic STAGE_TIMING in the subprocess protocol | misattributes the heaviest work to the wrong phase and makes the profiling conclusion untrustworthy
Rejected: Broaden the default legacy path and rely on longer timeouts | raises cost and latency while obscuring the true bottleneck
Confidence: high
Scope-risk: narrow
Reversibility: clean
Directive: Keep operational profiling separate from runtime business contracts unless timings are sourced from real graph-stage boundaries
Tested: python -m pytest web_dashboard/backend/tests/test_executors.py web_dashboard/backend/tests/test_services_migration.py web_dashboard/backend/tests/test_api_smoke.py -q
Tested: python -m compileall web_dashboard/backend orchestrator/profile_stage_chain.py
Tested: real provider direct invoke returned OK against MiniMax anthropic-compatible endpoint
Tested: real graph profiling via orchestrator/profile_stage_chain.py produced stage timings for 600519.SS on 2026-04-10 with selected_analysts=market and compact prompt
Not-tested: legacy subprocess full end-to-end success case on the same provider path (current run still exits via protocol failure after upstream connection error)
The rollout-ready branch still conflated dashboard auth with provider credentials, discarded diagnostics when both signal lanes degraded, and treated RESULT_META as optional even though downstream contracts now depend on it. This change separates provider runtime settings from request auth, preserves source diagnostics/data quality in full-failure contracts, requires RESULT_META in the subprocess protocol, and moves A-share holidays into an updateable calendar data source.
Constraint: No external market-calendar dependency is available in env312 and dependency policy forbids adding one casually
Rejected: Keep reading provider keys from request headers | couples dashboard auth to execution and breaks non-anthropic providers
Rejected: Leave both-signals-unavailable as a bare ValueError | loses diagnostics before live/backend contracts can serialize them
Rejected: Keep A-share holidays embedded in Python constants | requires code edits every year and preserves the stopgap design
Confidence: high
Scope-risk: moderate
Reversibility: clean
Directive: Keep subprocess protocol fields explicit and fail closed when RESULT_META is missing; do not route provider credentials through dashboard auth again
Tested: python -m pytest web_dashboard/backend/tests/test_executors.py web_dashboard/backend/tests/test_services_migration.py web_dashboard/backend/tests/test_api_smoke.py orchestrator/tests/test_market_calendar.py orchestrator/tests/test_live_mode.py orchestrator/tests/test_application_service.py orchestrator/tests/test_quant_runner.py orchestrator/tests/test_llm_runner.py -q
Tested: python -m compileall orchestrator web_dashboard/backend
Not-tested: real provider-backed execution across openai/google providers
Not-tested: browser/manual verification beyond existing frontend contract consumers
The team run reached a quiescent state with no in-progress work but still had pending bookkeeping tasks, so the next safe step was to pull only the newly verified commits into main. This batch adds a frontend contract-view audit guard and the reusable contract cue UI so degradation and data-quality states are visible where the contract-first payload already exposes them.
Constraint: The team snapshot still has pending bookkeeping tasks, so do not treat it as terminal cleanup-ready
Rejected: Wait for terminal team shutdown before any further recovery | delays low-risk verified changes even though no workers are actively modifying code
Rejected: Pull the entire worker-3 checkpoint verbatim | unnecessary risk of reintroducing snapshot-only churn when only the frontend files are needed
Confidence: high
Scope-risk: narrow
Reversibility: clean
Directive: Keep frontend contract cue rendering centralized; avoid reintroducing page-specific ad-hoc degradation badges
Tested: python -m pytest web_dashboard/backend/tests/test_frontend_contract_view_audit.py web_dashboard/backend/tests/test_api_smoke.py web_dashboard/backend/tests/test_services_migration.py -q
Tested: npm run build (web_dashboard/frontend)
Not-tested: manual browser interaction with the new ContractCues component
Not-tested: final OMX team terminal shutdown path
Team execution produced recoverable commits for market-holiday handling, live websocket contracts, regression coverage, and the remaining frontend contract-view polish. Recover those changes into main without waiting for terminal team shutdown, preserving the verified payload semantics while avoiding the worker auto-checkpoint noise.
Constraint: Team workers were still in progress, so recovery had to avoid destructive shutdown and ignore the worker-3 uv.lock churn
Rejected: Wait for terminal shutdown before recovery | unnecessary delay once commits were already recoverable and verified
Rejected: Cherry-pick worker-3 checkpoint wholesale | would import unrelated uv.lock churn into main
Confidence: high
Scope-risk: moderate
Reversibility: clean
Directive: Treat team INTEGRATED mailbox messages as hints only; always inspect snapshot refs/worktrees before claiming the leader actually merged code
Tested: python -m pytest orchestrator/tests/test_market_calendar.py orchestrator/tests/test_quant_runner.py orchestrator/tests/test_application_service.py orchestrator/tests/test_live_mode.py web_dashboard/backend/tests/test_api_smoke.py -q
Tested: python -m compileall orchestrator web_dashboard/backend
Tested: npm run build (web_dashboard/frontend)
Not-tested: final team terminal completion after recovery
Not-tested: real websocket clients or live provider-backed market holiday sessions
Phase 3 adds concrete data-quality states to the contract surface so weekend runs, stale market data, partial payloads, and provider/config mismatches stop collapsing into generic success or failure. The backend now carries those diagnostics from quant/llm runners through the legacy executor contract, while the frontend reads decision/confidence fields from result or compat instead of assuming legacy top-level payloads.
Constraint: existing recommendation/task files and current dashboard routes must remain readable during migration
Rejected: infer data quality only in the service layer | loses source-specific evidence and violates the executor/orchestrator boundary
Rejected: leave frontend on top-level decision fields | breaks as soon as contract-first payloads become the default
Confidence: high
Scope-risk: moderate
Reversibility: clean
Directive: keep new data-quality states explicit in contract metadata and route all UI reads through result/compat helpers
Tested: python -m pytest orchestrator/tests/test_quant_runner.py orchestrator/tests/test_llm_runner.py orchestrator/tests/test_signals.py orchestrator/tests/test_application_service.py orchestrator/tests/test_trading_graph_config.py web_dashboard/backend/tests/test_executors.py web_dashboard/backend/tests/test_services_migration.py web_dashboard/backend/tests/test_api_smoke.py web_dashboard/backend/tests/test_main_api.py web_dashboard/backend/tests/test_portfolio_api.py -q
Tested: python -m compileall orchestrator tradingagents web_dashboard/backend
Tested: npm run build (web_dashboard/frontend)
Not-tested: real exchange holiday calendars beyond weekend detection
Not-tested: real provider-backed end-to-end runs for provider_mismatch and stale-data scenarios
Phase 2 moves the dashboard off raw task-state leakage and onto stable public projections. Task status, task listings, progress websocket events, and portfolio recommendation reads now load persisted contracts when available, expose a contract-first envelope, and keep legacy fields inside a compat block instead of smearing them across top-level payloads.
Constraint: existing task-status JSON and recommendation files must continue to read successfully during migration
Rejected: return raw task_results directly from API and websocket | keeps legacy fields as the public contract and blocks cutover
Rejected: rewrite stored recommendation files in-place | adds risky migration work before rollout gates exist
Confidence: high
Scope-risk: moderate
Reversibility: clean
Directive: keep public payload shaping in job/result-store projections, not in ad-hoc route logic
Tested: python -m pytest web_dashboard/backend/tests/test_executors.py web_dashboard/backend/tests/test_services_migration.py web_dashboard/backend/tests/test_api_smoke.py web_dashboard/backend/tests/test_main_api.py web_dashboard/backend/tests/test_portfolio_api.py -q
Tested: python -m pytest orchestrator/tests/test_application_service.py orchestrator/tests/test_trading_graph_config.py -q
Tested: python -m compileall orchestrator tradingagents web_dashboard/backend
Not-tested: legacy frontend rendering against new compat-wrapped task payloads
Not-tested: real websocket clients and provider-backed end-to-end analysis
Phase 1 left the backend halfway between legacy task payloads and the new executor boundary. This commit finishes the review-fix pass so missing protocol markers fail closed, timed-out subprocesses are killed, and successful analysis runs persist a result contract before task state is marked complete.
Constraint: env312 lacks pytest-asyncio so async executor tests must run without extra plugins
Rejected: Keep missing marker fallback as HOLD | masks protocol regressions as neutral signals
Rejected: Leave service success assembly in AnalysisService | breaks contract-first persistence and result_ref wiring
Confidence: high
Scope-risk: moderate
Reversibility: clean
Directive: Keep backend success state driven by persisted result contracts; do not reintroduce raw stdout parsing in services
Tested: python -m compileall orchestrator tradingagents web_dashboard/backend
Tested: python -m pytest web_dashboard/backend/tests/test_executors.py web_dashboard/backend/tests/test_services_migration.py web_dashboard/backend/tests/test_api_smoke.py web_dashboard/backend/tests/test_main_api.py web_dashboard/backend/tests/test_portfolio_api.py -q
Tested: python -m pytest orchestrator/tests/test_application_service.py orchestrator/tests/test_trading_graph_config.py -q
Not-tested: real provider-backed MiniMax execution
Not-tested: full dashboard websocket/manual UI flow
This change set introduces a versioned result contract, shared config schema/loading, provider/data adapter seams, and a no-strategy application-service skeleton so the current research graph, orchestrator layer, and dashboard backend stop drifting further apart. It also keeps the earlier MiniMax compatibility and compact-prompt work aligned with the new contract shape and extends regression coverage so degradation, fallback, and service migration remain testable during the next phases.
Constraint: Must preserve existing FastAPI entrypoints and fallback behavior while introducing an application-service seam
Constraint: Must not turn application service into a new strategy or learning layer
Rejected: Full backend rewrite to service-only execution now | too risky before contract and fallback paths stabilize
Rejected: Leave provider/data/config logic distributed across scripts and endpoints | continues boundary drift and weakens verification
Confidence: high
Scope-risk: broad
Directive: Keep future application-service changes orchestration-only; move any scoring, signal fusion, or learning logic to orchestrator or tradingagents instead
Tested: python -m compileall orchestrator tradingagents web_dashboard/backend
Tested: python -m pytest orchestrator/tests/test_signals.py orchestrator/tests/test_llm_runner.py orchestrator/tests/test_quant_runner.py orchestrator/tests/test_contract_v1alpha1.py orchestrator/tests/test_application_service.py orchestrator/tests/test_provider_adapter.py web_dashboard/backend/tests/test_main_api.py web_dashboard/backend/tests/test_portfolio_api.py web_dashboard/backend/tests/test_api_smoke.py web_dashboard/backend/tests/test_services_migration.py -q
Not-tested: live MiniMax/provider execution against external services
Not-tested: full dashboard/manual websocket flow against a running frontend
Not-tested: omx team runtime end-to-end in the primary workspace
- project_dir was missing from trading_agents_config causing KeyError in TradingAgentsGraph
- ANTHROPIC_API_KEY falls back to MINIMAX_API_KEY for users using MiniMax API
- Both /api/analysis/start and /api/portfolio/analyze updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- result.get() raises AttributeError since FinalSignal is a dataclass not dict
- Access direction/confidence as result.direction, result.confidence
- LLM signal rating extracted from Signal.metadata["rating"]
- Quant signal rating derived from quant_sig_obj.direction + confidence
(quant metadata has no "rating" field, only sharpe/params)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Extract DecisionBadge and StatusIcon/StatusTag to shared components
to eliminate duplication across BatchManager, AnalysisMonitor, PortfolioPanel
- Remove dead code: unused maxConcurrent state and formatTime function
- Add useMemo for columns (all pages) and derived stats (BatchManager, PortfolioPanel)
- Fix polling flash: BatchManager fetchTasks accepts showLoading param
- Fix RecommendationsTab: consolidate progress completion into connectWs handler,
replace double-arrow cleanup with named cleanup function
- Extract DEFAULT_ACCOUNT constant to avoid magic strings
- Extract HEADER_LABEL_STYLE and HEADER_ICON_STYLE constants in ScreeningPanel
- Remove unused imports (CheckCircleOutlined, CloseCircleOutlined, etc.)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Complete visual redesign replacing Apple glassmorphism with Bloomberg-style
dark trading terminal aesthetic:
- Dark palette: #0d0d0f base, cyan accent (#00d4ff), green/red/amber signals
- Font pair: DM Sans (UI) + JetBrains Mono (data/numbers)
- Solid sidebar (no backdrop-filter blur)
- Compact stat strip in BatchManager (replaces 4-card hero row)
- Color system: semantic buy/sell/hold/running with CSS variables
- All inline rgba(0,0,0,...) → dark theme tokens
- All var(--font-*) → font-ui / font-data
- Focus-visible outlines on all interactive elements
- prefers-reduced-motion support
- Emoji status indicators → CSS status-dot
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: add API key auth, pagination, and configurable CORS to dashboard API
Security hardening:
- API key authentication via X-API-Key header on all endpoints
(opt-in: set DASHBOARD_API_KEY or ANTHROPIC_API_KEY env var to enable)
If no key is set, endpoints remain open (backward-compatible)
- WebSocket auth via ?api_key= query parameter
- CORS now configurable via CORS_ORIGINS env var (default: allow all)
Pagination (all list endpoints):
- GET /api/reports/list — limit/offset with total count
- GET /api/portfolio/recommendations — limit/offset with total count
- DEFAULT_PAGE_SIZE=50, MAX_PAGE_SIZE=500
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* test: add tests for critical security fixes in dashboard API
- remove_position: empty position_id must be rejected (mass deletion fix)
- get_recommendation: path traversal blocked for ticker/date inputs
- get_recommendations: pagination limit/offset works correctly
- Named constants verified: semaphore, pagination, retry values
- API key auth: logic tested for both enabled/disabled states
- _auth_error helper exists for 401 responses
15 tests covering: mass deletion, path traversal (2 vectors),
pagination, auth logic, magic number constants
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Security hardening:
- API key authentication via X-API-Key header on all endpoints
(opt-in: set DASHBOARD_API_KEY or ANTHROPIC_API_KEY env var to enable)
If no key is set, endpoints remain open (backward-compatible)
- WebSocket auth via ?api_key= query parameter
- CORS now configurable via CORS_ORIGINS env var (default: allow all)
Pagination (all list endpoints):
- GET /api/reports/list — limit/offset with total count
- GET /api/portfolio/recommendations — limit/offset with total count
- DEFAULT_PAGE_SIZE=50, MAX_PAGE_SIZE=500
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat(dashboard): apply Apple design system to all 4 pages
- Font: replace SF Pro with DM Sans (web-available) throughout
- Typography: consistent DM Sans stack, monospace data display
- ScreeningPanel: add horizontal scroll for mobile, fix stat card hover
- AnalysisMonitor: Apple progress bar, stage pills, decision badge
- BatchManager: add copy-to-clipboard for task IDs, fix error tooltip truncation, add CTA to empty state
- ReportsViewer: Apple-styled modal, search bar consistency
- Keyboard: add Escape to close modals
- CSS: progress bar ease-out, sidebar collapse button icon-only mode
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(dashboard): secure API key handling and add stage progress streaming
- Pass ANTHROPIC_API_KEY via env dict instead of CLI args (P1 security fix)
- Add monitor_subprocess() coroutine with fcntl non-blocking reads
- Inject STAGE markers (analysts/research/trading/risk/portfolio) into script stdout
- Update task stage state and broadcast WebSocket progress at each stage boundary
- Add asyncio.Event for monitor cancellation on task completion/cancel
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat(dashboard): persist task state to disk for restart recovery
- Add TASK_STATUS_DIR for task state JSON files
- Lifespan startup: restore task states from disk
- Task completion/failure: write state to disk
- Task cancellation: delete persisted state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(dashboard): correct stage key mismatch, add created_at, persist cancelled tasks
- Fix ANALYSIS_STAGES key 'trader' → 'trading' to match backend STAGE markers
- Add created_at field to task state at creation, sort list_tasks by it
- Persist task state before broadcast in cancel path (closes restart race)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat(dashboard): add portfolio panel - watchlist, positions, and recommendations
New backend:
- api/portfolio.py: watchlist CRUD, positions with live P&L, recommendations
- POST /api/portfolio/analyze: batch analysis of watchlist tickers
- GET /api/portfolio/positions: live price from yfinance + unrealized P&L
New frontend:
- PortfolioPanel.jsx with 3 tabs: 自选股 / 持仓 / 今日建议
- portfolioApi.js service
- Route /portfolio (keyboard shortcut: 5)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat(dashboard): add CSV and PDF report export
- GET /api/reports/export: CSV with ticker,date,decision,summary
- GET /api/reports/{ticker}/{date}/pdf: PDF via fpdf2 with DejaVu fonts
- ReportsViewer: CSV export button + PDF export in modal footer
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(dashboard): address 4 critical issues found in pre-landing review
1. main.py: move API key validation before task state creation —
prevents phantom "running" tasks when ANTHROPIC_API_KEY is missing
2. portfolio.py: make get_positions() async and fetch yfinance prices
concurrently via run_in_executor — no longer blocks event loop
3. portfolio.py: add fcntl.LOCK_EX around all JSON read-modify-write
operations on watchlist.json and positions.json — eliminates TOCTOU
lost-write races under concurrent requests
4. main.py: use tempfile.mkstemp with mode 0o600 instead of world-
readable /tmp/analysis_{task_id}.py — script content no longer
exposed to other users on shared hosts
Also: remove unused UploadFile/File imports, undefined _save_to_cache
function, dead code in _delete_task_status, and unused
get_or_create_default_account helper.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(dashboard): use secure temp file for batch analysis scripts
Batch portfolio analysis was writing scripts to /tmp with default
permissions (0o644), exposing the API key to other local users.
Switch to tempfile.mkstemp + chmod 0o600, matching the single-analysis
pattern. Also fix cancel_task cleanup to use glob patterns for
tempfile-generated paths.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(dashboard): remove fake fallback data from ReportsViewer
ReportsViewer showed fabricated Chinese text when a report failed to load,
making fake data appear indistinguishable from real analysis. Now shows
an error message instead.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(dashboard): reliability fixes - cross-platform PDF fonts, API timeouts, yfinance concurrency, retry logic
- PDF: try multiple DejaVu font paths (macOS + Linux) instead of hardcoded macOS
- Frontend: add 15s AbortController timeout to all API calls + proper error handling
- yfinance: cap concurrent price fetches at 5 via asyncio.Semaphore
- Batch analysis: retry failed stock analyses up to 2x with exponential backoff
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: resolve 4 critical security/correctness bugs in web dashboard
1. Mass position deletion (portfolio.py): remove_position now rejects
empty position_id — previously position_id="" matched all positions
and deleted every holding for a ticker across ALL accounts.
2. Path traversal in get_recommendation (portfolio.py): added ticker/date
validation (no ".." or path separators) + resolved-path check against
RECOMMENDATIONS_DIR to prevent ../../etc/passwd attacks.
3. Path traversal in get_report_content (main.py): same ticker/date
validation + resolved-path check against get_results_dir().
4. china_data import stub (interface.py + new china_data.py): the actual
akshare implementation lives in web_dashboard/backend/china_data.py
(different package); tradingagents/dataflows/china_data.py was missing
entirely, so _china_data_available was always False. Added stub file
and AttributeError to the import exception handler so the module
gracefully degrades instead of silently hiding the missing vendor.
Magic numbers also extracted to named constants:
- MAX_RETRY_COUNT, RETRY_BASE_DELAY_SECS (main.py)
- MAX_CONCURRENT_YFINANCE_REQUESTS (portfolio.py)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* fix(qa): ISSUE-001 — misleading empty state message in ScreeningPanel
When API returns 0 results, show '未找到符合条件的股票' instead of
'请先选择筛选模式并刷新' which implied no filtering had been done.
Issue found by /qa on main branch
* feat(web-dashboard): connect frontend to real backend API
Phase 1: Stabilize dashboard by connecting mock data to real backend.
Backend:
- Add GET /api/analysis/tasks endpoint for BatchManager
- Fix subprocess cancellation (poll() → returncode)
- Use sys.executable instead of hardcoded env312 path
- Move API key validation before storing task state (no phantom tasks)
Frontend:
- ScreeningPanel: handleStartAnalysis calls POST /api/analysis/start
- AnalysisMonitor: real WebSocket connection via useSearchParams + useRef
- BatchManager: polls GET /api/analysis/tasks, fixed retry button
- All mock data removed
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
陈少杰
Shaojie