visionclaw 0.1.207-beta.0 → 0.1.207-beta.2

package/dist/agent/activity-tracker.d.ts

@@ -170,8 +170,8 @@ export declare class ActivityTracker {
      * only (it must not state new facts), so feeding its output to the
      * fact-check sidecar would just waste a verification pass on "got it, I'm on
      * it". We still surface it via `recentExchanges`/`lastAssistantText` so a
-     * later fast-responder turn in the same wake cycle can see what was already
-     * said and avoid duplicate acks.
+     * later fast-responder turn (same wake or a later one) can see what was
+     * already said and avoid duplicate acks.
      */
     recordFastResponse(text: string): void;
     /**
@@ -304,6 +304,10 @@ export declare class ActivityTracker {
     /**
      * Produce a concise summary of the agent's current activity for the fast
      * responder's system context.
+     *
+     * Recent conversation (and lastAssistantText) survive wake-cycle clear /
+     * startTask so follow-ups after the agent went idle still have prior
+     * notify_user / user turns available.
      */
     getSummary(): string;
     clear(): void;
@@ -318,6 +322,11 @@ export declare class ActivityTracker {
      */
     private pruneCompletedSubagents;
 }
+/**
+ * Truncate long text for fast-responder context, keeping both a short head
+ * (topic) and a longer tail (often the actionable ask, e.g. "选 A 还是 B?").
+ */
+export declare function truncateHeadTail(text: string, limit: number): string;
 /**
  * Render a one-line summary of a subagent for status surfaces.
  * Kept at module scope so it can be reused by command handlers that want

package/dist/agent/activity-tracker.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"activity-tracker.d.ts","sourceRoot":"","sources":["../../src/agent/activity-tracker.ts"],"names":[],"mappings":"AAEA,MAAM,WAAW,QAAQ;IACvB,OAAO,EAAE,MAAM,CAAC;IAChB,MAAM,EAAE,SAAS,GAAG,aAAa,GAAG,WAAW,CAAC;CACjD;AAqBD;;;;GAIG;AACH,MAAM,WAAW,gBAAgB;IAC/B,4EAA4E;IAC5E,SAAS,EAAE,MAAM,CAAC;IAClB;;;;OAIG;IACH,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,YAAY,CAAC,EAAE,MAAM,CAAC;IACtB,oEAAoE;IACpE,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,SAAS,EAAE,MAAM,CAAC;IAClB,WAAW,EAAE,MAAM,GAAG,IAAI,CAAC;IAC3B,MAAM,EAAE,SAAS,GAAG,WAAW,GAAG,QAAQ,CAAC;IAC3C;;;;OAIG;IACH,YAAY,EAAE,MAAM,GAAG,IAAI,CAAC;IAC5B,mEAAmE;IACnE,WAAW,EAAE,MAAM,CAAC;CACrB;AAwCD;;;;;;GAMG;AACH,MAAM,WAAW,gBAAgB;IAC/B,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,CAAC,EAAE,MAAM,CAAC;CAChB;AAED;;;;;;;;;;;;;;;GAeG;AACH,MAAM,WAAW,iBAAiB;IAChC,6CAA6C;IAC7C,UAAU,EAAE,MAAM,CAAC;IACnB;;;;;;;OAOG;IACH,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,oDAAoD;IACpD,QAAQ,EAAE,gBAAgB,EAAE,CAAC;CAC9B;AAED;;;;GAIG;AACH,MAAM,WAAW,YAAY;IAC3B;;;;;OAKG;IACH,KAAK,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC;IAC9B,iDAAiD;IACjD,aAAa,EAAE,iBAAiB,EAAE,CAAC;CACpC;AAED;;;GAGG;AACH,MAAM,WAAW,iBAAiB;IAChC,mEAAmE;IACnE,SAAS,EAAE,MAAM,CAAC;IAClB,uDAAuD;IACvD,gBAAgB,EAAE,MAAM,CAAC;IACzB,yDAAyD;IACzD,aAAa,EAAE,MAAM,CAAC;IACtB,uDAAuD;IACvD,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,YAAY;IAC3B,IAAI,EAAE,MAAM,CAAC;IACb,SAAS,EAAE,MAAM,CAAC;CACnB;AAED;;;;GAIG;AACH,qBAAa,eAAe;IAC1B,OAAO,CAAC,sBAAsB,CAAM;IACpC,OAAO,CAAC,aAAa,CAAsB;IAC3C,OAAO,CAAC,iBAAiB,CAAM;IAC/B,OAAO,CAAC,aAAa,CAAuB;IAC5C,OAAO,CAAC,SAAS,CAAkB;IACnC,OAAO,CAAC,eAAe,CAA2B;IAClD,gFAAgF;IAChF,OAAO,CAAC,gBAAgB,CAAwB;IAChD,OAAO,CAAC,iBAAiB,CAAkC;IAC3D;;;;OAIG;IACH,OAAO,CAAC,SAAS,CAAuC;IAExD;;;;;OAKG;IACH,OAAO,CAAC,WAAW,CAA8B;IACjD,OAAO,CAAC,kBAAkB,CAA2B;IAErD;;;;;;;;;OASG;IACH,OAAO,CAAC,QAAQ,CAAC,YAAY,CAAsE;IACnG,2EAA2E;IAC3E,OAAO,CAAC,QAAQ,CAAC,aAAa,CAAqB;IAEnD,OAAO,CAAC,QAAQ,CAAC,UAAU,CAAS;gBAExB,UAAU,SAAK;IAI3B;;;OAGG;IACH,eAAe,IAAI,GAAG,CAAC,MAAM,EAAE;QAAE,OAAO,EAAE,MAAM,CAAC;QAAC,MAAM,EAAE,QAAQ,CAAC,QAAQ,CAAC,CAAA;KAAE,CAAC;IAI/E,gBAAgB,IAAI,GAAG,CAAC,MAAM,CAAC;IAI/B,SAAS,CAAC,WAAW,EAAE,MAAM,GAAG,IAAI;IAapC,iBAAiB,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI;IAIrC,mBAAmB,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI;IAMvC;;;;;;;;;OASG;IACH,kBAAkB,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI;IAMtC;;;;OAIG;IACH,gBAAgB,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI;IAMpC;;;;OAIG;IACH,cAAc,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI;IAIlC,cAAc,CAAC,IAAI,EAAE,MAAM,EAAE,YAAY,EAAE,MAAM,GAAG,IAAI;IAOxD,gBAAgB,CAAC,IAAI,EAAE,MAAM,EAAE,aAAa,EAAE,MAAM,GAAG,IAAI;IAO3D,WAAW,CAAC,KAAK,EAAE,QAAQ,EAAE,GAAG,IAAI;IAIpC,QAAQ,IAAI,QAAQ,EAAE;IAItB;;;OAGG;IACH,mBAAmB,CAAC,SAAS,EAAE,MAAM,GAAG,IAAI;IAU5C;;;OAGG;IACH,oBAAoB,CAAC,KAAK,EAAE,MAAM,GAAG,IAAI;IAmBzC,4DAA4D;IAC5D,kBAAkB,IAAI,IAAI;IAS1B,oBAAoB,IAAI,iBAAiB,GAAG,IAAI;IAIhD;;;;OAIG;IACH,qBAAqB,CACnB,SAAS,EAAE,MAAM,EACjB,IAAI,EAAE;QAAE,YAAY,CAAC,EAAE,MAAM,CAAC;QAAC,WAAW,CAAC,EAAE,MAAM,CAAA;KAAE,GACpD,IAAI;IAiBP;;;;;;OAMG;IACH,oBAAoB,CAAC,SAAS,EAAE,MAAM,EAAE,MAAM,EAAE,MAAM,GAAG,IAAI;IAM7D;;;OAGG;IACH,oBAAoB,CAAC,MAAM,EAAE,MAAM,GAAG,gBAAgB,GAAG,SAAS;IAOlE;;;;;;;OAOG;IACH,sBAAsB,CAAC,SAAS,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,IAAI;IAY9D;;;;;;;;OAQG;IACH,sBAAsB,CACpB,SAAS,EAAE,MAAM,EACjB,IAAI,EAAE;QAAE,QAAQ,CAAC,EAAE,MAAM,CAAC;QAAC,YAAY,CAAC,EAAE,MAAM,CAAC;QAAC,WAAW,CAAC,EAAE,MAAM,CAAA;KAAE,GACvE,IAAI;IAkBP,uBAAuB,CACrB,SAAS,EAAE,MAAM,EACjB,IAAI,EAAE;QAAE,EAAE,EAAE,OAAO,CAAC;QAAC,OAAO,CAAC,EAAE,MAAM,CAAA;KAAE,GACtC,IAAI;IAeP;;;OAGG;IACH,YAAY,IAAI,gBAAgB,EAAE;IAIlC,kBAAkB,IAAI,gBAAgB,EAAE;IAIxC;;;;;;;;;OASG;IACH,iBAAiB,CAAC,KAAK,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,IAAI;IAUvD;;;;;;OAMG;IACH,kBAAkB,CAAC,KAAK,EAAE;QACxB,IAAI,CAAC,EAAE,MAAM,CAAC;QACd,QAAQ,EAAE,gBAAgB,EAAE,CAAC;KAC9B,GAAG,IAAI;IAeR;;;;;OAKG;IACH,eAAe,IAAI,YAAY;IAO/B;;;;;;;;OAQG;IACH,oBAAoB,IAAI,MAAM;IAyB9B,kBAAkB,IAAI,MAAM;IAI5B,gBAAgB,IAAI,MAAM,GAAG,IAAI;IAIjC,gBAAgB,IAAI,MAAM,EAAE;IAI5B,sBAAsB,IAAI,YAAY,EAAE;IAIxC;;;;;;;OAOG;IACH,UAAU,IAAI,MAAM;IAkDpB,KAAK,IAAI,IAAI;IAeb,OAAO,CAAC,IAAI;IAOZ,OAAO,CAAC,aAAa;IASrB,OAAO,CAAC,YAAY;IAOpB;;;;;OAKG;IACH,OAAO,CAAC,uBAAuB;CAYhC;AAED;;;GAGG;AACH,wBAAgB,gBAAgB,CAAC,IAAI,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM,CAOpE;AAED;;;;GAIG;AACH,wBAAgB,kBAAkB,CAAC,QAAQ,EAAE,gBAAgB,GAAG,MAAM,CAwBrE"}

package/dist/agent/activity-tracker.js

@@ -1,6 +1,13 @@
 import { logger } from "../logger.js";
 const MAX_EXCHANGES = 10;
-const EXCHANGE_TEXT_LIMIT = 200;
+/**
+ * Per-exchange char budget in {@link ActivityTracker.getSummary}. Sized so a
+ * long notify_user (e.g. an A/B design proposal) still keeps the closing ask
+ * after head+tail truncation, without blowing up the fast-responder prompt.
+ */
+const EXCHANGE_TEXT_LIMIT = 600;
+/** Cap for the dedicated "Last agent message" line in getSummary. */
+const LAST_ASSISTANT_TEXT_LIMIT = 600;
 /**
  * How many recent agent assertions (thinking / assistant / notify_user) to
  * retain for the fact-check sidecar, and the per-entry char cap. Sized so a
@@ -85,7 +92,9 @@ export class ActivityTracker {
     startTask(description) {
         this.currentTaskDescription = description;
         this.recentActions = [];
-        this.lastAssistantText = "";
+        // recentExchanges + lastAssistantText are session-scoped (survive startTask /
+        // clear) so the fast responder can answer cross-wake follow-ups like "A"
+        // after a prior notify_user asked "选 A 还是 B?".
         this.recentAssertions = [];
         this.taskStartedAt = Date.now();
         this.streamingActivity = null;
@@ -107,8 +116,8 @@ export class ActivityTracker {
      * only (it must not state new facts), so feeding its output to the
      * fact-check sidecar would just waste a verification pass on "got it, I'm on
      * it". We still surface it via `recentExchanges`/`lastAssistantText` so a
-     * later fast-responder turn in the same wake cycle can see what was already
-     * said and avoid duplicate acks.
+     * later fast-responder turn (same wake or a later one) can see what was
+     * already said and avoid duplicate acks.
      */
     recordFastResponse(text) {
         const tagged = `[fast-response] ${text}`;
@@ -402,34 +411,39 @@ export class ActivityTracker {
     /**
      * Produce a concise summary of the agent's current activity for the fast
      * responder's system context.
+     *
+     * Recent conversation (and lastAssistantText) survive wake-cycle clear /
+     * startTask so follow-ups after the agent went idle still have prior
+     * notify_user / user turns available.
      */
     getSummary() {
-        if (this.taskStartedAt === null)
-            return "Agent is idle.";
-        const elapsedSec = Math.round((Date.now() - this.taskStartedAt) / 1000);
         const lines = [];
-        if (this.currentTaskDescription) {
-            lines.push(`Current task: ${this.currentTaskDescription}`);
+        if (this.taskStartedAt === null) {
+            lines.push("Agent is idle.");
+        }
+        else {
+            const elapsedSec = Math.round((Date.now() - this.taskStartedAt) / 1000);
+            if (this.currentTaskDescription) {
+                lines.push(`Current task: ${this.currentTaskDescription}`);
+            }
+            lines.push(`Running for: ${elapsedSec}s`);
         }
-        lines.push(`Running for: ${elapsedSec}s`);
         if (this.recentExchanges.length > 0) {
             lines.push("", "Recent conversation:");
             for (const e of this.recentExchanges) {
-                const preview = e.text.length > EXCHANGE_TEXT_LIMIT
-                    ? e.text.substring(0, EXCHANGE_TEXT_LIMIT) + "…"
-                    : e.text;
+                const preview = truncateHeadTail(e.text, EXCHANGE_TEXT_LIMIT);
                 const label = e.role === "user" ? "User" : "Agent";
                 lines.push(`  ${label}: ${preview}`);
             }
         }
+        else if (this.taskStartedAt === null) {
+            return "Agent is idle.";
+        }
         if (this.streamingActivity) {
             lines.push(`Currently streaming: ${this.streamingActivity.summary}`);
         }
         if (this.lastAssistantText) {
-            const preview = this.lastAssistantText.length > 300
-                ? this.lastAssistantText.substring(0, 300) + "…"
-                : this.lastAssistantText;
-            lines.push(`Last agent message: ${preview}`);
+            lines.push(`Last agent message: ${truncateHeadTail(this.lastAssistantText, LAST_ASSISTANT_TEXT_LIMIT)}`);
         }
         if (this.recentActions.length > 0) {
             lines.push("Recent actions:");
@@ -448,18 +462,16 @@ export class ActivityTracker {
     clear() {
         this.currentTaskDescription = "";
         this.recentActions = [];
-        this.lastAssistantText = "";
         this.taskStartedAt = null;
         this.lastTodos = [];
-        this.recentExchanges = [];
         this.streamingActivity = null;
         this.subagents.clear();
         this.activeTaskIds.clear();
-        // Memory paths + recall history are intentionally preserved across
-        // clears: they describe session-level state (where the CLI is writing
-        // memory, what it has recalled) and are useful for diagnosing subtle
-        // issues like "did auto-memory ever fire in this session?" across
-        // wake-cycle boundaries. They only reset when the process restarts.
+        // recentExchanges + lastAssistantText are intentionally preserved across
+        // clears (same rationale as memory paths): the fast responder needs the
+        // last few user/agent turns when a follow-up arrives after the agent slept.
+        // Memory paths + recall history are also preserved — session-level state.
+        // All of these only reset when the process restarts.
     }
     push(entry) {
         this.recentActions.push({ text: entry, timestamp: Date.now() });
@@ -502,6 +514,19 @@ export class ActivityTracker {
         }
     }
 }
+/**
+ * Truncate long text for fast-responder context, keeping both a short head
+ * (topic) and a longer tail (often the actionable ask, e.g. "选 A 还是 B?").
+ */
+export function truncateHeadTail(text, limit) {
+    if (text.length <= limit)
+        return text;
+    // Leave one char for the ellipsis between head and tail.
+    const budget = limit - 1;
+    const head = Math.max(1, Math.floor(budget * 0.35));
+    const tail = Math.max(1, budget - head);
+    return `${text.slice(0, head)}…${text.slice(-tail)}`;
+}
 /**
  * Render a one-line summary of a subagent for status surfaces.
  * Kept at module scope so it can be reused by command handlers that want

package/dist/agent/activity-tracker.js.map

@@ -1 +1 @@
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package/dist/builtin-skills/fin-app/SKILL.md

@@ -1,10 +1,10 @@
 ---
-description: Use this skill when handling messages from the fin-app channel (finapp threads like fin-home, fin-idea-*, fin-lab-*, fin-note-*, fin-holdings) or when working with the owner's financial objects (Labs, ideas, notes, portfolio, executable suggested actions, audit records, idea evidence, monitors) via the fin-app MCP tools. Covers the object model, idea lifecycle (researching/executing/closed) with the invalidated flag and derived confidence, Labs with independent VisionClaw run contexts, strong parent and weak references, executable actions (propose → owner accepts → server executes), Workspace notes, monitors (event-trigger backed, with reaction policies and monitor events), the scheduled daily briefing instruction ([每日简报指令] in fin-home) with BriefingContext / briefing profile / finapp_record_briefing_result continuity, [[type:id]] reference tokens, the audit-first rule, and the real-trading policy (real trades only on explicit owner request).
+description: Use this skill for fin-app channel messages (fin-home, fin-idea-*, fin-lab-*, fin-note-*, fin-holdings) and fin-app MCP tools (finapp_*) — Labs, ideas, notes, holdings, paper trading, monitors, audits, actions, and daily briefing. Real brokerage trades only on explicit owner request.
 ---
 
 # fin-app 金融助手
 
-fin-app 是 VisionClaw 的金融版 Web App。你的 owner 在浏览器里使用它；你通过两条链路与它交互：
+fin-app 是 VisionClaw 的金融客户端（浏览器 Web 与移动端 App）。你的 owner 在任一端使用它；你通过两条链路与它交互：
 
 1. **finapp 消息通道**：owner 在 App 里的每个对话框都是一个 thread（见下方 threadId 约定），消息像 Telegram 一样到达你这里，你的回复会实时显示在 App 中。**通过 fin-app 到达的消息一定来自你的 owner 本人**（不是群聊、不是陌生用户、不是第三方客户）；把它当作 owner 的直接指令/提问来处理。
 2. **fin-app MCP 工具**（`mcp__fin-app__finapp_*`）：读写云端金融对象。对象的事实来源永远在 fin-app 云端 DB，不在你的本地记忆。
@@ -14,7 +14,7 @@ fin-app 是 VisionClaw 的金融版 Web App。你的 owner 在浏览器里使用
 - **默认不执行任何真实下单/券商操作**。fin-app 系统内没有真实下单工具，所以绝不能凭空表述为"已下单""将自动执行""订单已进入队列"（指真实账户）。
 - **唯一放行条件——owner 明确要求**：只有当 owner 在对话中**明确、具体地指示**执行某笔真实交易（标的、方向、数量清楚）时，你才可以通过桌面/浏览器操作 owner 的券商软件代为执行。执行前复述订单细节请 owner 确认，执行后如实汇报结果；你**绝不主动发起**真实交易，模糊表述（如"你看着办"）不算明确要求。
 - **真实交易建议（加仓/减仓/建仓/清仓等券商操作）永远不落 Action**：Suggested Action 只承载 fin-app **系统内可执行的操作**（见下方 Action 章节），owner 采纳后由 fin-app 服务端真正执行——真实券商操作系统执行不了，不允许包装成 Action。主动建议只能留在对话正文里，以 `finapp_append_audit` 审计记录 + idea evidence 作支撑。
-- **模拟盘（paper trading）**：`finapp_place_paper_order` 是向 paper-trading 服务的**模拟账户**下单，不涉及任何真金白银，允许在 owner 明确指示下使用。措辞必须清晰区分，例如说"已在模拟盘买入"，绝不能让 owner 误以为发生了真实交易（反之亦然）。
+- **模拟盘（paper trading）**：用 `finapp_paper` 操作 paper-trading 服务的**模拟账户**（ensure / open_account / deposit / place_order / cancel_order / get_account），不涉及任何真金白银，允许在 owner 明确指示下使用。措辞必须清晰区分，例如说"已在模拟盘买入"，绝不能让 owner 误以为发生了真实交易（反之亦然）。`public_url` 只是 Lab 的可选附属产物，**绝不是**模拟盘交易台——现金/持仓/订单以 fin-app Lab 面板与 `finapp_paper` 为准。
 - 持仓数据只在 owner 明确确认后才能写入（`finapp_update_positions`），绝不通过 Action 或建议自动修改持仓。
 
 ## threadId 约定
@@ -33,13 +33,13 @@ fin-app 是 VisionClaw 的金融版 Web App。你的 owner 在浏览器里使用
 
 ## 对象模型（经 MCP 读写）
 
-- **Lab 实验室**：Agent 编写和运行的研究产物，使用 `finapp_lab` 创建、读取、运行、查看 runs 和归档。mode 为 `analysis | backtest | paper | live_tracking`。每个 Lab 恰有一个 strong parent（Idea / Holdings / Unassigned），并可 weak-reference Idea/Portfolio/Position/Instrument/其他 artifact。阶段 1 由独立的 VisionClaw run context 执行：讨论 thread 不阻塞；每个新 run 使用新 session，LabEnvironment 跨 run 保留。
+- **Lab 实验室**：Agent 编写和运行的研究产物，使用 `finapp_lab` 创建、读取、运行、查看 runs 和归档。`features` 为可叠加标签：`analysis | backtest | paper | live_tracking`（不是互斥 mode；一个 Lab 可同时有 `analysis` + `paper`）。含 `paper` 时 Lab 详情显示原生模拟盘面板。每个 Lab 恰有一个 strong parent（Idea / Holdings / Unassigned），并可 weak-reference Idea/Portfolio/Position/Instrument/其他 artifact。阶段 1 由独立的 VisionClaw run context 执行：讨论 thread 不阻塞；每个新 run 使用新 session，LabEnvironment 跨 run 保留。
 - **Idea 想法**：持续演化、被反复验证的投资论点；不会被 Lab 消耗。
 - **Monitor / Lab / Note 归属**：必须有一个 strong parent（Idea、Holdings 或显式 Unassigned）；related references 只表达讨论/使用关系，不能模拟多归属。Position 只能被引用，不能作为 strong parent。
 - **Monitor 监控**：简单条件触发器；复杂分析、回测、模拟和持续跟踪属于 Lab。
 - **Note 笔记**：Markdown 研究资产，同样遵循单一 parent + 多 related references。
 - **Holdings / Portfolio / Position**：UI 只暴露 Holdings；内部 Portfolio 是聚合账户，Position 是其中一个标的/合约持仓。
-- **Paper broker**：只负责虚拟账户、现金、订单、成交、仓位和 NAV；规则/信号/回测属于 Paper-mode Lab。
+- **Paper broker**（经 `finapp_paper`）：只负责虚拟账户、现金、订单、成交、仓位和 NAV；规则/信号/分析属于带 `paper` feature 的 Lab。一市场一账户（A/CNY、HK/HKD、US/USD）；Asset ID 形如 `US:AAPL` / `HK:00700` / `A:600519`。
 - **audit 审计记录**：`kind`（fact/calc/opinion）+ `content` + `source` + `sourceTs`（计算类另有 `formula` + `inputs`）。不可变，是所有金融结论的事实来源，也是引用脚注、证据链与数据审计面板的数据源。
 
 ## Action：可执行建议（Suggested Action）
@@ -148,11 +148,16 @@ fin-app 服务端每天在 owner 当地时间早上 8 点向 `fin-home` 发送
 
 **收到"action 已执行成功/失败"系统消息**：成功 → 在对应 thread 简述结果与后续跟踪计划；失败 → 分析错误原因，告知 owner 可重试或给出替代方案。不触发任何下单动作。
 
-**从 Idea 创建 Lab**：与 owner 确认 mode、请求和归属后调用 `finapp_lab(action="create", parent={type:"idea", id}, ...)`。Idea 生命周期保持独立。
+**从 Idea 创建 Lab**：与 owner 确认 features、请求和归属后调用 `finapp_lab(action="create", features=[...], parent={type:"idea", id}, ...)`。Idea 生命周期保持独立。
 
-**owner 说“帮我跑个回测”**：创建或更新 `mode="backtest"` 的 Lab，调用 `finapp_lab(action="run", ...)`。服务端把 run 投递给独立 executor context；讨论 thread 保持可用。执行 context 必须 claim、heartbeat，并以 report_run 上报结果与 artifacts。
+**owner 说“帮我跑个回测”**：创建或更新 Lab 并确保 `features` 含 `backtest`，调用 `finapp_lab(action="run", ...)`。服务端把 run 投递给独立 executor context；讨论 thread 保持可用。执行 context 必须 claim、heartbeat，并以 report_run 上报结果与 artifacts。注意：当前 paper-trading 服务不提供 backtest API（`backtests=false`）；回测执行仍走 Lab run / Agent，不是 `finapp_paper`。
 
-**owner 要做模拟验证**：使用 `mode="paper"` 的 Lab；所有规则、信号和分析属于 Lab，虚拟 broker 仅保存现金、订单、成交、仓位和 NAV。明确说明不涉及真实交易。
+**owner 要做模拟验证**：创建或更新 Lab 并确保 `features` 含 `paper`（`finapp_paper open_account` 也会自动加上）。流程：
+1. `finapp_paper(action="ensure")`（按需；开户也会触发 provision）
+2. `finapp_paper(action="open_account", labId, market="US"|"HK"|"A", initialCash?)` — 一市场一账户
+3. 下单：`finapp_paper(action="place_order", labId, market?, assetId, side, quantity, requestedExecutionDate, clientOrderId?)` — **首次调用前生成并记住 `clientOrderId`**，超时重试必须复用同一 id，不要换新 id
+4. 查询：`finapp_paper(action="get_account", labId, market?)`；可选用 `deposit` / `cancel_order`
+明确说明不涉及真实交易。不要用 `public_url` 网页当交易台。
 
 **owner 说"茅台跌破 1500 提醒我"（在某 idea/lab thread）**：一次 `finapp_create_monitor(objectType, objectId, title, condition={symbol:"600519", market:"CN", operator:"lte", threshold:1500})` 即完成（服务端自动注册 event-trigger）→ 回复已设置监控。