WS-4 M1/M4：内核行为同步与 Skills 化

[BSTester]

背景

WS-4 Stage 4 第二段：M1 内核行为同步 + M4 Skills 化。基于 ws-4-stage4-m0 分支继续，和 M0 PR 解耦，便于独立 review。

M1 内核同步

• grounded Sentiment Analyst：舆情报告要求输出“数据快照”，并把证据快照写入 grounded_evidence。
• Research Manager / Trader / Portfolio Manager 结构化输出：三类节点提示词增加 STRUCTURED_OUTPUT；最终 final_state.structured_report 统一生成五级评级、5 个分项、证据、阶段日志、反思。
• 五级评级：structured_outputs.py 将 BUY/HOLD/SELL/strong buy/sell 映射为 1-5 评级，并贯穿综合与分项。
• 决策日志反思：同标的历史完成记录会注入 previous_decision_reflection，并保存在最终 reflection。
• 检查点续跑：新增 JSON checkpoint，成功阶段写入，重跑同 analysis_id 时恢复最近成功字段。
• v0.2.5 行为对齐：保留 4 Analyst + Bull/Bear + Research Manager + Trader + Risk/Portfolio recommendation 流，不复活 trading_executor / intraday_trader。
• TRADINGAGENTS_* 环境变量：新增 TRADINGAGENTS_LLM_PROVIDER、TRADINGAGENTS_DEEP_LLM、TRADINGAGENTS_QUICK_LLM、TRADINGAGENTS_OPENAI_BASE_URL、provider API key 自动探测；兼容原 env。
• 标的代码路径穿越加固：分析日志/checkpoint 路径使用 safe path component。

M4 Skills 化

• 新增 SkillProvider / RoutedSkillProvider 抽象与 SkillRegistry。
• 实现 6 个内部技能：market-data、technical-indicators、fundamentals、news、social-sentiment、market-detection。
• 复用现有 yfinance / akshare / baostock / alpha_vantage / google / openai 适配器，dataflows 回退链补入 baostock。
• 现有 LangChain tools 改为经 Skills registry 调用，前端仍不直调数据源。
• 新增 GET /api/skills/health 和 /ws/skills-health 健康推送。
• M4-S9 codex-plugins.dev 复核按指令跳过。

非目标 / 约束

• 未实现交易、下单、排行榜。
• 未恢复 Futu / Trading Executor / intraday trader。
• Portfolio/Risk 输出止步于建议。
• M2 对话后端尚未开始。

验证

• python -m compileall -q web/backend tradingagents
• Skills registry 纯 Python 健康快照检查通过（6 skills）。
• 删除/下单/排行榜关键字扫描未发现可执行引用。
• FastAPI route import 检查受当前运行时未安装 fastapi 影响，未作为本地验证项。

Refs WS-4

[Copilot]

Pull request overview

This PR continues WS-4 Stage 4 work by aligning backend “kernel” behavior with the new non-trading analysis flow, introducing an internal Skills registry (with health endpoints) as the abstraction layer over dataflows, and removing intraday trading / leaderboard / order-execution related code paths.

Changes:

• Introduces SkillRegistry / RoutedSkillProvider and routes existing LangChain tools through the Skills layer, plus adds /api/skills/health and uses the existing /ws/skills-health.
• Adds structured report generation (1–5 rating mapping), grounded evidence snapshots, previous-decision reflection injection, and JSON checkpoint resume for long runs.
• Removes intraday scheduler/executor, Futu trading wrappers, snapshots/leaderboard routes & models, and updates prompts/schemas to enforce “recommendations only”.

Reviewed changes

Copilot reviewed 63 out of 64 changed files in this pull request and generated 6 comments.

Show a summary per file

File	Description
web/backend/tests/test_scheduler_recovery.py	Removed intraday scheduler recovery test script.
web/backend/services/user_intraday_scheduler.py	Removed multi-user intraday scheduler manager.
web/backend/services/user_config_cache.py	Drops intraday/Futu/trading-executor fields from cached config dict.
web/backend/services/task_executor.py	Removes trading-executor + Futu config propagation from scheduled task execution.
web/backend/services/snapshot_scheduler.py	Removed daily account snapshot scheduler service.
web/backend/services/skills/registry.py	Adds Skills registry defining 6 internal skills and provider routing.
web/backend/services/skills/base.py	Adds skill provider contracts + RoutedSkillProvider health/execute behavior.
web/backend/services/skills/init.py	Exposes get_skill_registry() API.
web/backend/services/prompt_loader.py	Renames default prompt to analysis agent; keeps intraday alias for compatibility.
web/backend/services/intraday_scheduler.py	Removed per-user intraday scheduler implementation.
web/backend/services/futu_async_wrapper.py	Removed async wrappers for Futu trading API functions.
web/backend/schemas.py	Removes trading executor / intraday access / leaderboard fields from API schemas; updates default agent type.
web/backend/routes/user_management_routes.py	Removes intraday-access field & related admin endpoint wiring.
web/backend/routes/user_leaderboard_routes.py	Removes user leaderboard toggle API.
web/backend/routes/user_config_routes.py	Removes trading executor + Futu config fields from user config endpoints.
web/backend/routes/skills_routes.py	Adds /api/skills/health route guarded by active-user auth.
web/backend/routes/scheduled_task_routes.py	Removes trading executor + Futu config from scheduled task creation.
web/backend/routes/public_leaderboard_routes.py	Removes public leaderboard APIs (snapshots/positions/decisions).
web/backend/routes/prompt_routes.py	Uses generated variable documentation instead of reading intraday workflow file; import cleanup.
web/backend/routes/leaderboard_routes.py	Removes analysis leaderboard endpoint.
web/backend/routes/analysis_routes.py	Removes trading-executor config propagation; removes execution report rendering; clarifies “recommendations only”.
web/backend/routes/account_snapshot_routes.py	Removes account snapshot APIs.
web/backend/routes/init.py	Adds skills_routes to routes package exports.
web/backend/models.py	Removes intraday/leaderboard/trading-executor models/fields; updates prompt template agent_type comment.
web/backend/migrations/add_llm_providers_models.py	Updates default OpenAI provider metadata and default models list.
web/backend/migrations/005_update_tool_descriptions_english.py	Removes trading tool description for place_futu_order.
web/backend/migrations/004_update_tool_descriptions_chinese.py	Removes trading tool description for place_futu_order.
web/backend/migrations/003_init_default_prompts.py	Initializes default prompt templates using new analysis agent type and prompt function.
web/backend/database.py	Updates model import list used for table registration (removes intraday-related models).
web/backend/auth_routes.py	Removes require_intraday_access dependency.
web/backend/app.py	Removes intraday/leaderboard/snapshot startup logic and route wiring; adds skills router; updates app description.
web/backend/analysis_task.py	Adds provider-aware API key resolution, checkpoint resume/save, safe path joins, grounded evidence, stage logs, structured report build, and previous-decision reflection injection.
tradingagents/utils/structured_outputs.py	Adds structured report helpers (rating mapping, evidence snapshot, previous decision reflection).
tradingagents/utils/security.py	Adds safe_join / safe_path_component to harden filesystem artifact paths.
tradingagents/utils/checkpoints.py	Adds JSON checkpoint persistence helpers.
tradingagents/utils/init.py	Adds utils package marker.
tradingagents/graph/trading_graph.py	Removes trading executor node; wires provider API keys into LLM constructors; adds safe logging path; configures conditional logic with config values.
tradingagents/graph/setup.py	Removes trading executor workflow edges; keeps recommendation-only flow.
tradingagents/graph/propagation.py	Extends initial state with structured report fields + previous decision reflection.
tradingagents/graph/conditional_logic.py	Removes conditional logic for trading executor tool loops.
tradingagents/default_config.py	Adds TRADINGAGENTS_* env support and provider API key fields; updates default base URL and model defaults.
tradingagents/dataflows/interface.py	Adds baostock as a vendor option and extends method mappings / fallback order.
tradingagents/agents/utils/tool_registry.py	Restricts tool registry to read-only tools (removes Futu trading tooling registration).
tradingagents/agents/utils/technical_indicators_tools.py	Routes technical indicator tool through Skills registry.
tradingagents/agents/utils/news_data_tools.py	Routes news tools through Skills registry (but see review comments re: insider transactions routing).
tradingagents/agents/utils/fundamental_data_tools.py	Routes fundamentals tools through Skills registry.
tradingagents/agents/utils/core_stock_tools.py	Routes OHLCV data tool through Skills registry (but see review comments re: date window contract).
tradingagents/agents/utils/agent_states.py	Adds structured report / reflection / evidence fields; removes execution report field.
tradingagents/agents/trader/trading_executor.py	Removes trading execution agent implementation.
tradingagents/agents/trader/trader.py	Adds previous decision reflection injection and structured output requirements; reinforces “no orders”.
tradingagents/agents/trader/intraday_trader_workflow.txt	Removes intraday trading workflow document.
tradingagents/agents/trader/intraday_trader_default_prompt.txt	Removes default intraday trading prompt file.
tradingagents/agents/managers/risk_manager.py	Adds structured report build + reflection; injects previous decision reflection (but see review comment re: fundamentals sourcing bug).
tradingagents/agents/managers/research_manager.py	Adds structured output requirements and reflection block propagation.
tradingagents/agents/analysts/social_media_analyst.py	Adds grounded evidence snapshot generation (but see review comment re: overwriting evidence).
scripts/init_llm_config.py	Updates default provider/model configuration data used for DB init.
.gitignore	Ignores local env files more broadly; keeps .env.example.
.env.local	Removes committed local env file (secrets).

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