@v587d/capital-generation 2.12.0 → 2.13.0

package/config/client.src.cjs

@@ -63,6 +63,15 @@ const DOC_URLS = {
 
 /** Render order = array order; one list drives status, refs, drafts and event refresh. */
 const CREDENTIAL_FIELDS = ['fuyao', 'ftshare', 'anysearch', 'wind', 'paddleocr']
+const AUTOMATION_FIELDS = ['tickMs', 'runTimeoutMinutes', 'idleTimeoutMinutes', 'maxSteps', 'maxToolCalls', 'inAppNotifications']
+const AUTOMATION_DEFAULTS = {
+  tickMs: 60_000,
+  runTimeoutMinutes: 30,
+  idleTimeoutMinutes: 5,
+  maxSteps: 300,
+  maxToolCalls: 1_200,
+  inAppNotifications: true,
+}
 const SELECTED_SKILL_FIELDS = SELECTED_SKILL_CATALOG.map(({ key }) => key)
 // Stable orders: facet counts change with the other dimension, but chips must not jump under the cursor.
 const SELECTED_SKILL_TRAITS = selectedSkillTraitOrder()
@@ -92,6 +101,14 @@ const zh = {
   anysearchHint: 'AnySearch 网页搜索 / 提取接口。保存后新自动模式会话生效。',
   localFetchLabel: '允许启动本地提取网页内容',
   localFetchHint: '开启后本地抓取兜底（回执来源 local-http）。保存后新自动模式会话生效。',
+  automationTitle: '投研自动化',
+  automationHint: '调度器与无人值守运行的默认上限；任务详情里的设置优先。改动在下一个 tick 生效。',
+  automationTick: '调度间隔（毫秒）',
+  automationRunTimeout: 'wall-clock 上限（分钟）',
+  automationIdleTimeout: '空闲超时（分钟）',
+  automationMaxSteps: '最大步骤',
+  automationMaxToolCalls: '最大工具调用',
+  automationInApp: '写入应用内通知',
   windLabel: 'Wind Alice API Key',
   windHint: 'Wind 金融信披类文档检索接口。保存后新自动模式会话生效。',
   paddleocrLabel: 'PaddleOCR 文档解析 Token',
@@ -139,6 +156,14 @@ const en = {
   anysearchHint: 'AnySearch web search / extract interface. Takes effect in new Auto mode sessions.',
   localFetchLabel: 'Allow local web page extraction',
   localFetchHint: 'When on, a failed fetch falls back to local direct fetching (receipt via: local-http). Takes effect in new Auto mode sessions.',
+  automationTitle: 'Research automation',
+  automationHint: 'Scheduler and unattended-run defaults; per-task limits win. Changes apply on the next tick.',
+  automationTick: 'Tick interval (ms)',
+  automationRunTimeout: 'Wall-clock limit (minutes)',
+  automationIdleTimeout: 'Idle timeout (minutes)',
+  automationMaxSteps: 'Max steps',
+  automationMaxToolCalls: 'Max tool calls',
+  automationInApp: 'Write in-app notifications',
   windLabel: 'Wind Alice API Key',
   windHint: 'Wind financial disclosure document retrieval interface. Takes effect in new Auto mode sessions.',
   paddleocrLabel: 'PaddleOCR document token',
@@ -205,6 +230,8 @@ function installStyles() {
     .capital-config-secret-row label { flex: 0 1 auto; }
     .capital-config-secret-row label ~ span { order: 1; margin-left: auto; }
     .capital-config-field { display: flex; flex-direction: column; gap: 6px; padding: 12px 0; border-top: 0.5px solid var(--dsw-alias-border-l2); }
+    .capital-config-grid { display: grid; grid-template-columns: repeat(auto-fit, minmax(140px, 1fr)); gap: 8px; }
+    .capital-config-field input[type="number"] { width: 100%; box-sizing: border-box; padding: 6px 8px; border: .5px solid var(--dsw-alias-border-l1); border-radius: 8px; background: var(--dsw-alias-bg-module-platform); color: var(--dsw-alias-label-primary); font: inherit; font-size: 12px; }
     .capital-config-selected-mode { padding: 12px 14px; border: 0.5px solid var(--dsw-alias-border-l1); border-radius: 10px; background: var(--dsw-alias-bg-layer-2); }
     .capital-config-switch-row { align-items: center; gap: 12px; display: flex; }
     .capital-config-switch-text { min-width: 0; flex: 1; display: flex; flex-direction: column; gap: 4px; }
@@ -274,6 +301,8 @@ class CapitalCardController {
     this.selectedSkillFailed = new Set()
     this.selectedSkillsModeWriting = false
     this.selectedSkillsModeFailed = false
+    this.automationWriting = new Set()
+    this.automationFailed = new Set()
     // Row count is external: null = unknown, never 0; fetch only after the card is shown.
     this.bundleRows = null
     this.rowsRequested = false
@@ -323,6 +352,12 @@ class CapitalCardController {
         writing: this.selectedSkillsModeWriting,
         failed: this.selectedSkillsModeFailed,
       },
+      automation: Object.fromEntries(AUTOMATION_FIELDS.map((field) => [field, {
+        value: snapshot.value?.automation?.[field] ?? AUTOMATION_DEFAULTS[field],
+        on: snapshot.value?.automation?.[field] !== false,
+        writing: this.automationWriting.has(field),
+        failed: this.automationFailed.has(field),
+      }])),
       // `count === null` means unknown, not zero: the card decides whether to draw it.
       components: { count: this.bundleRows },
     }
@@ -436,6 +471,27 @@ class CapitalCardController {
     this.store.set(this.projection())
   }
 
+  async writeAutomation(field, value) {
+    if (!AUTOMATION_FIELDS.includes(field) || this.automationWriting.has(field)) return
+    const snapshot = this.scope.getSnapshot()
+    if (snapshot.status !== 'ready' || !snapshot.writable) return
+    const next = field === 'inAppNotifications' ? value === true : Number(value)
+    if (field !== 'inAppNotifications' && !Number.isFinite(next)) return
+    this.automationWriting.add(field)
+    this.automationFailed.delete(field)
+    this.store.set(this.projection())
+    try {
+      const current = this.scope.getSnapshot().value?.automation ?? { ...AUTOMATION_DEFAULTS }
+      await this.scope.mutate([{ op: 'set', path: ['automation'], value: { ...AUTOMATION_DEFAULTS, ...current, [field]: next } }])
+    } catch {
+      // The landed check below reports the failure.
+    }
+    this.automationWriting.delete(field)
+    const landed = this.scope.getSnapshot().value?.automation?.[field] ?? AUTOMATION_DEFAULTS[field]
+    if (landed !== next) this.automationFailed.add(field)
+    this.store.set(this.projection())
+  }
+
   /**
    * Count comes only from `pluginManager.listBundles()`. Merge in-flight reads;
    * failures are not cached (the next tab switch retries); push only on change.
@@ -476,6 +532,7 @@ class CapitalCardController {
       },
       ...this.model.actions(),
       toggleLocalFetch: (value) => this.toggleLocalFetch(value),
+      writeAutomation: (field, value) => this.writeAutomation(field, value),
       toggleSelectedSkill: (field, value) => this.toggleSelectedSkill(field, value),
       toggleSelectedSkillsMode: (auto) => this.toggleSelectedSkillsMode(auto),
       ensureBundleRows: () => this.ensureBundleRows(),
@@ -732,6 +789,38 @@ function CapitalCard(props) {
     ),
     state.localFetch?.failed ? h('p', { role: 'status', className: 'capital-config-write-failed' }, t('saveFailed')) : null,
   )
+  const automationNumber = (field, label, min, max) => h('label', { className: 'capital-config-field' },
+    h('span', { className: 'capital-config-switch-label' }, t(label)),
+    h('input', {
+      type: 'number',
+      min,
+      max,
+      defaultValue: state.automation?.[field]?.value,
+      disabled: disabled || state.saving,
+      onBlur: (event) => props.writeAutomation(field, event.target.value),
+    }),
+    state.automation?.[field]?.failed ? h('p', { role: 'status', className: 'capital-config-write-failed' }, t('saveFailed')) : null,
+  )
+  const automationSection = h('div', { className: 'capital-config-field' },
+    h('span', { className: 'capital-config-switch-label' }, t('automationTitle')),
+    h('p', { className: 'capital-config-hint' }, t('automationHint')),
+    h('div', { className: 'capital-config-grid' },
+      automationNumber('tickMs', 'automationTick', 30000, 3600000),
+      automationNumber('runTimeoutMinutes', 'automationRunTimeout', 5, 120),
+      automationNumber('idleTimeoutMinutes', 'automationIdleTimeout', 1, 30),
+      automationNumber('maxSteps', 'automationMaxSteps', 10, 2000),
+      automationNumber('maxToolCalls', 'automationMaxToolCalls', 10, 6000),
+    ),
+    h('label', { className: 'capital-config-switch-row' },
+      h('span', { className: 'capital-config-switch-label' }, t('automationInApp')),
+      h('input', {
+        type: 'checkbox',
+        checked: state.automation?.inAppNotifications?.on !== false,
+        disabled: disabled || state.saving,
+        onChange: (event) => props.writeAutomation('inAppNotifications', event.target.checked),
+      }),
+    ),
+  )
   const modeSection = h('div', { className: 'capital-config-selected-mode' },
     h('div', { className: 'capital-config-switch-row' },
       h('div', { className: 'capital-config-switch-text' },
@@ -826,7 +915,7 @@ function CapitalCard(props) {
         if (next === 'skills') setPinnedSkills(enabledKeys())
       },
     }),
-    panel('sources', [form, localFetchSection]),
+    panel('sources', [form, localFetchSection, automationSection]),
     panel('skills', autoMode
       ? [modeSection]
       : [modeSection, h('div', { className: 'capital-config-skills-browser' },

package/config/index.js

@@ -76,6 +76,21 @@ export const Config = z.object({
   selectedSkills: SelectedSkillsSchema.default(SELECTED_SKILL_DEFAULTS).description('Explicitly selected community methods; default off, each visible only to the Capital role(s) that own it'),
   fuyaoCredentialRef: z.string().default('FUYAO_API_KEY').volatile().description('Fuyao credentials 引用名'),
   ftshareCredentialRef: z.string().default('FTSHARE_API_KEY').volatile().description('FTShare（非凸科技）credentials 引用名'),
+  automation: z.object({
+    tickMs: z.number().default(60_000).volatile().description('投研自动化调度间隔毫秒（30000–3600000）'),
+    runTimeoutMinutes: z.number().default(30).volatile().description('单次运行 wall-clock 上限分钟（5–120）'),
+    idleTimeoutMinutes: z.number().default(5).volatile().description('单次运行空闲超时分钟（1–30）'),
+    maxSteps: z.number().default(300).volatile().description('单次运行最大步骤数（10–2000）'),
+    maxToolCalls: z.number().default(1_200).volatile().description('单次运行最大工具调用数（10–6000）'),
+    inAppNotifications: z.boolean().default(true).volatile().description('是否写入应用内通知'),
+  }).default({
+    tickMs: 60_000,
+    runTimeoutMinutes: 30,
+    idleTimeoutMinutes: 5,
+    maxSteps: 300,
+    maxToolCalls: 1_200,
+    inAppNotifications: true,
+  }).description('投研自动化默认值；任务级覆盖优先'),
   retriever: z.object({
     baseURL: z.string().default('').volatile().description('AnySearch API 地址'),
     credentialRef: z.string().default('ANYSEARCH_API_KEY').volatile().description('AnySearch credentials 引用名'),

package/config/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@v587d/config",
-  "version": "2.12.0",
+  "version": "2.13.0",
   "description": "自动模式的取数凭据与偏好配置行：卡片坐在 @v587d/capital-generation 插件主页的「配置」段，点这一行本身没有表单。",
   "license": "MIT",
   "type": "module",

package/cordis.patch.yml

@@ -54,6 +54,14 @@
     - id: capital-watchlist
       name: './watchlist/index.js'
 
+# ── CapGen 投研自动化 (host plane) ─────────────────────────────────────────────
+# Independent from the official `ui-schedule` row: no `schedules` main/sidebar id, no
+# turnTail, no right-sidebar kind. The page is host-plane for the same injection reason
+# as chart-ui; `name` stays a literal path-like relative path (see the three pitfalls above).
+- insert:
+    - id: capital-automation
+      name: './automation/index.js'
+
 # ── Cross-preset runtime / policy (0.2.1) ─────────────────────────────────────
 # Root and role presets mount separately, so apply() runs several times per process. Shared state
 # (chart source tokens, chart artifacts) and the agent/created listeners (root convergence, shell

package/lib/index.d.ts

@@ -13,6 +13,14 @@ export interface Config {
     selectedSkillsMode?: SelectedSkillsMode;
     fuyaoCredentialRef?: string;
     ftshareCredentialRef?: string;
+    automation?: {
+        tickMs?: number;
+        runTimeoutMinutes?: number;
+        idleTimeoutMinutes?: number;
+        maxSteps?: number;
+        maxToolCalls?: number;
+        inAppNotifications?: boolean;
+    };
     retriever?: RetrieverConfig;
 }
 export declare const Config: z<Schemastery.ObjectS<NoInfer<{
@@ -25,6 +33,21 @@ export declare const Config: z<Schemastery.ObjectS<NoInfer<{
     selectedSkillsMode: z<"manual" | "auto", "manual" | "auto", "defined">;
     fuyaoCredentialRef: z<string, string, "defined">;
     ftshareCredentialRef: z<string, string, "defined">;
+    automation: z<Schemastery.ObjectS<NoInfer<{
+        tickMs: z<number, number, "defined">;
+        runTimeoutMinutes: z<number, number, "defined">;
+        idleTimeoutMinutes: z<number, number, "defined">;
+        maxSteps: z<number, number, "defined">;
+        maxToolCalls: z<number, number, "defined">;
+        inAppNotifications: z<boolean, boolean, "defined">;
+    }>>, Schemastery.ObjectT<NoInfer<{
+        tickMs: z<number, number, "defined">;
+        runTimeoutMinutes: z<number, number, "defined">;
+        idleTimeoutMinutes: z<number, number, "defined">;
+        maxSteps: z<number, number, "defined">;
+        maxToolCalls: z<number, number, "defined">;
+        inAppNotifications: z<boolean, boolean, "defined">;
+    }>>, "defined">;
     retriever: z<Schemastery.ObjectS<NoInfer<{
         baseURL: z<string, string, "defined">;
         credentialRef: z<string, string, "defined">;
@@ -112,6 +135,21 @@ export declare const Config: z<Schemastery.ObjectS<NoInfer<{
     selectedSkillsMode: z<"manual" | "auto", "manual" | "auto", "defined">;
     fuyaoCredentialRef: z<string, string, "defined">;
     ftshareCredentialRef: z<string, string, "defined">;
+    automation: z<Schemastery.ObjectS<NoInfer<{
+        tickMs: z<number, number, "defined">;
+        runTimeoutMinutes: z<number, number, "defined">;
+        idleTimeoutMinutes: z<number, number, "defined">;
+        maxSteps: z<number, number, "defined">;
+        maxToolCalls: z<number, number, "defined">;
+        inAppNotifications: z<boolean, boolean, "defined">;
+    }>>, Schemastery.ObjectT<NoInfer<{
+        tickMs: z<number, number, "defined">;
+        runTimeoutMinutes: z<number, number, "defined">;
+        idleTimeoutMinutes: z<number, number, "defined">;
+        maxSteps: z<number, number, "defined">;
+        maxToolCalls: z<number, number, "defined">;
+        inAppNotifications: z<boolean, boolean, "defined">;
+    }>>, "defined">;
     retriever: z<Schemastery.ObjectS<NoInfer<{
         baseURL: z<string, string, "defined">;
         credentialRef: z<string, string, "defined">;

package/lib/index.js

@@ -48,6 +48,14 @@ const RetrieverSchema = z.object({
     paddleOcr: PaddleOcrSchema.default({ ...PADDLE_OCR_DEFAULTS })
         .description('PaddleOCR 文档解析（ocr 工具）配置；Token 走 credentials 引用 PADDLE_OCR_TOKEN'),
 });
+const AutomationSchema = z.object({
+    tickMs: z.number().default(60_000).description('投研自动化调度间隔毫秒（30000–3600000）'),
+    runTimeoutMinutes: z.number().default(30).description('单次运行 wall-clock 上限分钟（5–120）'),
+    idleTimeoutMinutes: z.number().default(5).description('单次运行空闲超时分钟（1–30）'),
+    maxSteps: z.number().default(300).description('单次运行最大步骤数（10–2000）'),
+    maxToolCalls: z.number().default(1_200).description('单次运行最大工具调用数（10–6000）'),
+    inAppNotifications: z.boolean().default(true).description('是否写入应用内通知'),
+});
 // Derive toggles from the catalog: a hand-copied list silently drops defaults at the entry→plugin boundary.
 const SelectedSkillsSchema = z.object(Object.fromEntries(SELECTED_SKILL_CATALOG.map(({ key, name }) => [
     key,
@@ -67,6 +75,14 @@ export const Config = z.object({
     ftshareCredentialRef: z.string()
         .default('FTSHARE_API_KEY')
         .description('FTShare（非凸科技）credentials 引用名，空 = FTSHARE_API_KEY'),
+    automation: AutomationSchema.default({
+        tickMs: 60_000,
+        runTimeoutMinutes: 30,
+        idleTimeoutMinutes: 5,
+        maxSteps: 300,
+        maxToolCalls: 1_200,
+        inAppNotifications: true,
+    }).description('投研自动化默认值；任务级覆盖优先'),
     retriever: RetrieverSchema.default({ baseURL: '', credentialRef: 'ANYSEARCH_API_KEY', windDocs: { endpoint: '', credentialRef: 'WIND_API_KEY', timeoutMs: 60000 }, localFetch: { ...LOCAL_FETCH_DEFAULTS }, paddleOcr: { ...PADDLE_OCR_DEFAULTS } })
         .description('web_retriever 配置（可选；缺省使用 AnySearch 默认地址与凭据名）'),
 });

package/lib/web-retriever/local-fetch.d.ts

@@ -3,7 +3,7 @@
  * Known limit: DNS resolves per request but the IP is not pinned to the connection,
  * so a rebinding window remains (same trade-off as dsh-search-first).
  */
-export declare const LOCAL_FETCH_CLIENT_VERSION = "2.12.0";
+export declare const LOCAL_FETCH_CLIENT_VERSION = "2.13.0";
 export declare const LOCAL_FETCH_MAX_URL_LENGTH = 2048;
 export type LocalFetchErrorCode = 'ABORTED' | 'TIMEOUT' | 'INVALID_URL' | 'BLOCKED_URL' | 'DNS' | 'REDIRECT' | 'HTTP' | 'TOO_LARGE' | 'UNSUPPORTED_CONTENT_TYPE';
 export declare class LocalFetchError extends Error {

package/lib/web-retriever/local-fetch.js

@@ -4,7 +4,7 @@
  * so a rebinding window remains (same trade-off as dsh-search-first).
  */
 import { htmlToMarkdown, stripInvisibleText } from './html-markdown.js';
-export const LOCAL_FETCH_CLIENT_VERSION = '2.12.0';
+export const LOCAL_FETCH_CLIENT_VERSION = '2.13.0';
 export const LOCAL_FETCH_MAX_URL_LENGTH = 2048;
 export class LocalFetchError extends Error {
     code;

package/lib/web-retriever/wind-client.d.ts

@@ -35,7 +35,7 @@ export interface WindCallResult {
     code?: WindErrorCode;
 }
 /** Must match `package.json` version; a test pins the two together. */
-export declare const WIND_CLIENT_VERSION = "2.12.0";
+export declare const WIND_CLIENT_VERSION = "2.13.0";
 export interface WindClient {
     callTool(toolName: string, args: Record<string, unknown>, signal?: AbortSignal): Promise<WindCallResult>;
 }

package/lib/web-retriever/wind-client.js

@@ -19,7 +19,7 @@ export const WIND_SERVER_ENDPOINTS = {
     analytics_data: 'https://mcp.wind.com.cn/vserver_analytics_data/mcp/',
 };
 /** Must match `package.json` version; a test pins the two together. */
-export const WIND_CLIENT_VERSION = '2.12.0';
+export const WIND_CLIENT_VERSION = '2.13.0';
 function errorText(error) {
     return error instanceof Error ? error.message : String(error);
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@v587d/capital-generation",
-  "version": "2.12.0",
+  "version": "2.13.0",
   "description": "Capital Generation：面向中国散户的 AI 投资助手插件（自动模式 Agent Preset）",
   "icon": "assets/cg-icon.png",
   "author": "v587d",
@@ -106,6 +106,7 @@
     "chart-ui",
     "config",
     "watchlist",
+    "automation",
     "preset",
     "selected-skills/catalog.js",
     "selected-skills/filter.js",
@@ -136,10 +137,11 @@
   },
   "scripts": {
     "clean": "node -e \"import('node:fs').then(({ rmSync }) => rmSync('lib', { recursive: true, force: true }))\"",
-    "build": "npm run clean && tsc && node scripts/copy-assets.mjs && npm run build:client && npm run build:config-client && npm run build:watchlist-client",
+    "build": "npm run clean && tsc && node scripts/copy-assets.mjs && npm run build:client && npm run build:config-client && npm run build:watchlist-client && npm run build:automation-client",
     "build:client": "node scripts/build-client.mjs",
     "build:config-client": "node scripts/build-config-client.mjs",
     "build:watchlist-client": "node scripts/build-watchlist-client.mjs",
+    "build:automation-client": "node scripts/build-automation-client.mjs",
     "dev": "tsc -w",
     "vendor:charts": "node scripts/vendor-lightweight-charts.mjs",
     "check:dsh": "node scripts/check-dsh-compat.mjs",

package/watchlist/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@v587d/watchlist",
-  "version": "2.12.0",
+  "version": "2.13.0",
   "description": "自动模式的用户自选股（宿主级清单 + Fuyao 报价快照 + /capital-watchlist 路由 + 输入框菜单弹窗）：由 @v587d/capital-generation 随包携带并作为 host 平面行挂载。",
   "license": "MIT",
   "type": "module",