WS-4 M2：对话后端关键路径 - #3
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Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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Pull request overview
本 PR 聚焦 WS-4 Stage 4 M2「对话后端关键路径」，在现有分析任务体系上新增对话会话/消息、报告 API 与 Skills 数据采集抽象，同时清理/下线与“日内交易/下单/排行榜/快照”相关的旧路径，以收敛为“只做分析报告、不做自动交易执行”的后端形态。
Changes:
- 新增对话会话与消息 CRUD（REST），并将对话消息触发的分析桥接到现有 analysis_task 流程。
- 新增报告列表/详情/导出 API 与
report_formatter，基于AnalysisRecord.final_state.structured_report输出契约化结构。 - 引入内部 Skills registry（market/news/fundamentals/indicators 等）并调整 TradingAgents 工具路由；同时移除 intraday scheduler、snapshot、leaderboard、trading executor 等旧代码路径与字段。
Reviewed changes
Copilot reviewed 66 out of 67 changed files in this pull request and generated 9 comments.
Show a summary per file
| File | Description |
|---|---|
| web/backend/tests/test_scheduler_recovery.py | 删除旧的 intraday scheduler 恢复脚本测试 |
| web/backend/services/user_intraday_scheduler.py | 删除多用户 intraday scheduler manager |
| web/backend/services/user_config_cache.py | 精简缓存字段，移除 intraday/Futu 相关配置输出 |
| web/backend/services/task_executor.py | 移除任务执行时对 trading executor/Futu 配置的写入与透传 |
| web/backend/services/snapshot_scheduler.py | 删除资产快照 scheduler 服务 |
| web/backend/services/skills/registry.py | 新增 Skills registry：数据采集能力路由与元数据 |
| web/backend/services/skills/base.py | 新增 Skills provider 协议与健康信息 DTO |
| web/backend/services/skills/init.py | 导出 skills registry 入口 |
| web/backend/services/report_formatter.py | 新增报告格式化：preview/detail/markdown/json 输出 |
| web/backend/services/prompt_loader.py | 默认提示词改为“分析报告 agent”，保留旧函数别名兼容 |
| web/backend/services/intraday_scheduler.py | 删除 intraday scheduler 核心实现 |
| web/backend/services/futu_async_wrapper.py | 删除 Futu async wrapper（交易相关） |
| web/backend/schemas.py | 移除 intraday/交易执行/排行榜字段与相关 schema |
| web/backend/routes/user_management_routes.py | 移除 intraday 权限字段与更新路由 |
| web/backend/routes/user_leaderboard_routes.py | 删除用户排行榜开关路由 |
| web/backend/routes/user_config_routes.py | 移除 trading executor/Futu 配置读写 |
| web/backend/routes/skills_routes.py | 新增 skills health 路由（鉴权） |
| web/backend/routes/scheduled_task_routes.py | 创建定时任务时移除 trading executor/Futu 字段 |
| web/backend/routes/report_routes.py | 新增 reports 列表/详情/导出（md/json/pdf pending）API |
| web/backend/routes/public_leaderboard_routes.py | 删除公开排行榜 API |
| web/backend/routes/prompt_routes.py | 校验提示词时改用动态变量文档生成（不再读 workflow.txt） |
| web/backend/routes/leaderboard_routes.py | 删除 leaderboard API |
| web/backend/routes/conversation_routes.py | 新增 conversations 与 messages API；消息触发分析任务桥接 |
| web/backend/routes/analysis_routes.py | 输出语义调整为“只给建议不下单”，移除 execution_report 拼装 |
| web/backend/routes/account_snapshot_routes.py | 删除账户快照查询 API |
| web/backend/routes/init.py | 注册新增的 conversation/report/skills routes |
| web/backend/models.py | 新增 ConversationSession/Message；移除 intraday/交易执行/快照/排行榜模型字段与表 |
| web/backend/migrations/add_llm_providers_models.py | 默认 provider 信息调整为 OneInfinity OpenAI-compatible |
| web/backend/migrations/005_update_tool_descriptions_english.py | 移除下单工具描述（英） |
| web/backend/migrations/004_update_tool_descriptions_chinese.py | 移除下单工具描述（中） |
| web/backend/migrations/003_init_default_prompts.py | 默认提示词初始化改为 analysis_agent |
| web/backend/database.py | init_db 注册模型集合更新（conversation + llm/prompt/tool） |
| web/backend/auth_routes.py | 删除 require_intraday_access 依赖 |
| web/backend/app.py | 应用描述更新；移除 intraday/snapshot/leaderboard 启动与路由挂载；挂载 conversation/report/skills |
| tradingagents/utils/structured_outputs.py | 新增 structured_report 归一化与证据快照工具 |
| tradingagents/utils/security.py | 新增安全路径拼接/组件清洗工具 |
| tradingagents/utils/checkpoints.py | 新增 checkpoint 读写（safe_join） |
| tradingagents/utils/init.py | 新增 utils 包初始化 |
| tradingagents/graph/trading_graph.py | 移除自动交易执行节点；补齐 provider API key 注入；日志路径改为 safe_join |
| tradingagents/graph/setup.py | trading_executor 流程移除，Trader 仅输出建议 |
| tradingagents/graph/propagation.py | 初始 state 增加 structured_report/grounded_evidence/stage_log/reflection 等字段 |
| tradingagents/graph/conditional_logic.py | 删除 trading_executor conditional logic |
| tradingagents/default_config.py | 引入 TRADINGAGENTS_* 环境变量优先级与多 provider API key 配置 |
| tradingagents/dataflows/interface.py | vendor 支持扩展（含 baostock）与市场偏好调整 |
| tradingagents/agents/utils/tool_registry.py | 移除 Futu/下单工具注册，收敛为数据采集工具 |
| tradingagents/agents/utils/technical_indicators_tools.py | 技术指标工具改走 Skills registry |
| tradingagents/agents/utils/news_data_tools.py | 新闻/舆情工具改走 Skills registry（但 insider* 路由存在语义问题） |
| tradingagents/agents/utils/fundamental_data_tools.py | 基本面工具改走 Skills registry |
| tradingagents/agents/utils/core_stock_tools.py | 行情历史工具改走 Skills registry（look_back_days 适配） |
| tradingagents/agents/utils/agent_states.py | state 增加结构化报告/证据/反思字段，移除 execution_report |
| tradingagents/agents/trader/trading_executor.py | 删除交易执行 agent |
| tradingagents/agents/trader/trader.py | 加入 structured 输出要求与“只建议不下单”约束；注入 previous reflection |
| tradingagents/agents/trader/intraday_trader_workflow.txt | 删除旧 intraday workflow 文档 |
| tradingagents/agents/trader/intraday_trader_default_prompt.txt | 删除旧 intraday 默认 prompt 文件 |
| tradingagents/agents/managers/risk_manager.py | 生成 structured_report 并写入 state；注入 reflection |
| tradingagents/agents/managers/research_manager.py | 注入 structured 输出块与 reflection |
| tradingagents/agents/analysts/social_media_analyst.py | 增加 grounded evidence 快照输出要求与 state 写入 |
| scripts/init_llm_config.py | 默认 provider base_url 与模型列表调整 |
| .gitignore | 忽略本地 .env*（保留 .env.example） |
| .env.local | 删除包含本地密钥的环境文件 |
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| if before_id: | ||
| before = await db.get(ConversationMessage, before_id) | ||
| if before: | ||
| stmt = stmt.where(ConversationMessage.created_at < before.created_at) |
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| patterns = [ | ||
| r"\b\d{6}\.(?:SH|SZ)\b", | ||
| r"\b\d{4,5}\.HK\b", | ||
| r"\b[A-Z]{1,5}\b", | ||
| r"\b\d{6}\b", | ||
| r"\b\d{4,5}\b", | ||
| ] |
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| if date_from: | ||
| filters.append(AnalysisRecord.created_at >= datetime.fromisoformat(date_from)) | ||
| if date_to: | ||
| filters.append(AnalysisRecord.created_at <= datetime.fromisoformat(date_to)) |
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| filters = [(AnalysisRecord.user_id == current_user.id) | (AnalysisRecord.is_public == True)] | ||
| if ticker: | ||
| filters.append(AnalysisRecord.ticker.ilike(f"%{ticker}%")) | ||
| if market: | ||
| filters.append(AnalysisRecord.market == market) |
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| structured = _structured(record) | ||
| rating = int(structured.get("rating") or 3) | ||
| sections = structured.get("sections") if isinstance(structured.get("sections"), dict) else {} |
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| structured = _structured(record) | ||
| rating = int(structured.get("rating") or 3) | ||
| reflection = structured.get("reflection") if isinstance(structured.get("reflection"), dict) else {} |
| str: A report of insider sentiment data | ||
| """ | ||
| return route_to_vendor("get_insider_sentiment", ticker, curr_date) | ||
| return get_skill_registry().execute("social-sentiment", "sentiment", ticker=ticker, start_date=curr_date, end_date=curr_date) |
| str: A report of insider transaction data | ||
| """ | ||
| return route_to_vendor("get_insider_transactions", ticker, curr_date) | ||
| return get_skill_registry().execute("news", "company", ticker=ticker, start_date=curr_date, end_date=curr_date) |
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| count_result = await db.execute(select(func.count(AnalysisRecord.id)).where(*filters)) | ||
| total = count_result.scalar() or 0 | ||
| sort_column = AnalysisRecord.created_at | ||
| order_clause = sort_column.asc() if order == "asc" else desc(sort_column) | ||
| result = await db.execute(select(AnalysisRecord).where(*filters).order_by(order_clause).offset((page - 1) * limit).limit(limit)) | ||
| records = result.scalars().all() |
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背景
WS-4 Stage 4 M2：对话后端关键路径。基于
ws-4-m1-m4，M2 完成后先暂停等待第二阶段调度前端 M3。M2 完成范围
conversation_sessions、conversation_messagesSQLAlchemy models。GET/POST/PATCH/DELETE /api/conversations。GET /api/conversations/{id}/messages、POST /api/conversations/{id}/messages、POST /api/conversations/{id}/messages/{mid}/follow-up。AnalysisRecord并复用现有后台分析任务。/ws/conversation/{session_id}，支持auth、stop、retry_stage、reconnect、ping；服务端事件使用契约 §5 命名：token、stage_start、stage_update、stage_complete、stage_warning、stage_error、analysis_complete、report_ready、stop_ack、error、pong。report_formatter.py，基于 M1structured_report输出契约 §6.1 的报告结构。GET /api/reports、GET /api/reports/{id}、GET /api/reports/{id}/export?format=md|json|pdf。analysis_task会同步更新 conversation assistant message，并向 conversation channel 推送 contract events。非目标
验证
python -m compileall -q web/backend tradingagentsreport_formatter纯 Python 检查通过。fastapi，FastAPI import/runtime 验证留 QA 环境。Refs WS-4