reme-auto-fin 0.1.1__tar.gz

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@@ -0,0 +1,201 @@
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@@ -0,0 +1,141 @@
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+ Metadata-Version: 2.4
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+ Name: reme-auto-fin
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+ Version: 0.1.1
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+ Summary: Auto Fin example plugin for ReMe.
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+ License-Expression: Apache-2.0
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+ Requires-Python: >=3.11
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+ Description-Content-Type: text/markdown
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+ License-File: LICENSE
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+ Requires-Dist: reme-ai[core]>=0.4.1.8
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+ Dynamic: license-file
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+
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+ # Auto Fin Plugin
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+
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+ [中文](README_ZH.md)
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+
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+ Auto Fin fetches a rolling window of CLS telegraph news (24 hours by default), selects items related to configured
17
+ topics, searches ReMe for useful historical context, and writes one Chinese Markdown report with validated wikilinks.
18
+ Current news and topic selection stay in runtime memory; only the final report becomes durable memory. This directory
19
+ is an independent Python distribution. Its single `reme.plugins` entry point exposes a `plugin.yaml` containing the
20
+ three Step backends and their Job configuration under `application_defaults`. Enable the installed plugin explicitly
21
+ through `plugins=["auto-fin"]`.
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+
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+ > Auto Fin has no reliable market-price feed. It does not calculate returns, targets, or entry points and is not
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+ > investment advice.
25
+
26
+ ## Quick start
27
+
28
+ ### 1. Install ReMe and Auto Fin
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+
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+ ```bash
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+ python -m pip install "reme-ai[core]>=0.4.1.8"
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+ reme plugins install reme-auto-fin
33
+ ```
34
+
35
+ ### 2. Configure the model environment
36
+
37
+ Configure the LLM environment variables as described in the
38
+ [ReMe model-configuration guide](../../README.md#optional-model-configuration). Other compatible models and providers
39
+ can also be used.
40
+
41
+ ### 3. Start ReMe with the plugin
42
+
43
+ ```bash
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+ reme start plugins='["auto-fin"]'
45
+ ```
46
+
47
+ With no explicit `config`, ReMe loads `default.yaml` and adds the plugin to that service.
48
+
49
+ From another terminal, call the running HTTP service through ReMe's CLI client:
50
+
51
+ ```bash
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+ reme auto_fin topics="黄金,AI,存储芯片"
53
+ ```
54
+
55
+ Or call its HTTP endpoint directly:
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+
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+ ```bash
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+ curl -s http://127.0.0.1:2333/auto_fin \
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+ -H 'Content-Type: application/json' \
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+ -d '{"topics":"黄金,AI,存储芯片"}'
61
+ ```
62
+
63
+ The HTTP service also exposes the same Job as the `auto_fin` MCP tool at `/mcp`. The default topics are
64
+ `黄金,机器人,半导体`; an empty value also uses these defaults.
65
+
66
+ To host the application with both JSON and MCP access:
67
+
68
+ ```bash
69
+ reme start plugins='["auto-fin"]' \
70
+ service.backend=http
71
+ ```
72
+
73
+ To add Auto Fin to another application instead, select that config explicitly, for example:
74
+
75
+ ```bash
76
+ reme start config=daily_cookbook plugins='["auto-fin"]'
77
+ ```
78
+
79
+ ## Pipeline
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+
81
+ ```text
82
+ CLS public telegraph endpoint (rolling 24 hours)
83
+ ↓
84
+ normalize and deduplicate in RuntimeContext
85
+ ↓
86
+ topic Agent selects real news IDs in bounded batches
87
+ ↓
88
+ research Agent uses memory_search + read on historical memory
89
+ ↓
90
+ validate historical wikilinks in code
91
+ ↓
92
+ daily/YYYY-MM-DD/auto_fin.md
93
+ ```
94
+
95
+ `auto_fin_data_step` signs and paginates the same endpoint used by the CLS website. It starts at the decision time and
96
+ stops only after covering the exact preceding 24 hours. Requests are rate-limited and retried; malformed records and
97
+ records outside the window are discarded.
98
+
99
+ `auto_fin_topic_step` receives batches of current news and returns only related `news_id` values. Code ignores unknown
100
+ IDs and deduplicates repeated IDs, then preserves the source-news order. If nothing is relevant, the job succeeds as a
101
+ skip without writing or sending a report.
102
+
103
+ `auto_fin_merge_step` receives only selected current news. It exposes `memory_search` and `read`, instructs the Agent to
104
+ search no later than yesterday, and keeps current CLS IDs, times, and titles as plain evidence. The prompt limits
105
+ wikilinks to historical Markdown actually used by the Agent; the code-level boundary independently keeps only existing,
106
+ workspace-relative Markdown targets. Missing, absolute, escaping, backslash, and self-referential targets are degraded
107
+ to their readable aliases.
108
+
109
+ Same-day reruns use the existing report as context and replace it with the revised result. The final write is atomic and
110
+ refreshes the daily index. No JSONL, intermediate Markdown, or structured Agent output is written.
111
+
112
+ ## Parameters
113
+
114
+ | Parameter | Default | Purpose |
115
+ |--------------------|-----------------------:|--------------------------------------------------------------------------|
116
+ | `date` | `""` | Empty uses today in Shanghai; an explicit value must equal today |
117
+ | `now` | `""` | Optional ISO 8601 decision time for testing or replay |
118
+ | `topics` | `"黄金,机器人,半导体"` | Comma-separated topics; empty also uses these defaults |
119
+ | `window_hours` | `24` | Rolling number of hours of CLS telegraph news to fetch; must be positive |
120
+ | `request_interval` | `10` | Minimum delay in seconds after every CLS request attempt; may be zero |
121
+ | `max_retries` | `3` | Maximum attempts for each CLS page request; must be at least one |
122
+
123
+ The three plugin cron Jobs start with the application and run daily at 09:30, 11:30, and 18:00 in `Asia/Shanghai`.
124
+
125
+ ## Output
126
+
127
+ ```text
128
+ .reme/daily/YYYY-MM-DD/auto_fin.md
129
+ ```
130
+
131
+ The report includes a title, description, current CLS evidence, historical analysis, contextual wikilinks, and a fixed
132
+ non-investment disclaimer. Network errors and invalid Agent output fail explicitly; no relevant current news is a
133
+ successful skip.
134
+
135
+ ## Validation
136
+
137
+ ```bash
138
+ python -m pytest plugins/auto-fin -v
139
+ ```
140
+
141
+ Unit tests mock the CLS and Agent boundaries and do not contact external services.
@@ -0,0 +1,130 @@
1
+ # Auto Fin Plugin
2
+
3
+ [中文](README_ZH.md)
4
+
5
+ Auto Fin fetches a rolling window of CLS telegraph news (24 hours by default), selects items related to configured
6
+ topics, searches ReMe for useful historical context, and writes one Chinese Markdown report with validated wikilinks.
7
+ Current news and topic selection stay in runtime memory; only the final report becomes durable memory. This directory
8
+ is an independent Python distribution. Its single `reme.plugins` entry point exposes a `plugin.yaml` containing the
9
+ three Step backends and their Job configuration under `application_defaults`. Enable the installed plugin explicitly
10
+ through `plugins=["auto-fin"]`.
11
+
12
+ > Auto Fin has no reliable market-price feed. It does not calculate returns, targets, or entry points and is not
13
+ > investment advice.
14
+
15
+ ## Quick start
16
+
17
+ ### 1. Install ReMe and Auto Fin
18
+
19
+ ```bash
20
+ python -m pip install "reme-ai[core]>=0.4.1.8"
21
+ reme plugins install reme-auto-fin
22
+ ```
23
+
24
+ ### 2. Configure the model environment
25
+
26
+ Configure the LLM environment variables as described in the
27
+ [ReMe model-configuration guide](../../README.md#optional-model-configuration). Other compatible models and providers
28
+ can also be used.
29
+
30
+ ### 3. Start ReMe with the plugin
31
+
32
+ ```bash
33
+ reme start plugins='["auto-fin"]'
34
+ ```
35
+
36
+ With no explicit `config`, ReMe loads `default.yaml` and adds the plugin to that service.
37
+
38
+ From another terminal, call the running HTTP service through ReMe's CLI client:
39
+
40
+ ```bash
41
+ reme auto_fin topics="黄金,AI,存储芯片"
42
+ ```
43
+
44
+ Or call its HTTP endpoint directly:
45
+
46
+ ```bash
47
+ curl -s http://127.0.0.1:2333/auto_fin \
48
+ -H 'Content-Type: application/json' \
49
+ -d '{"topics":"黄金,AI,存储芯片"}'
50
+ ```
51
+
52
+ The HTTP service also exposes the same Job as the `auto_fin` MCP tool at `/mcp`. The default topics are
53
+ `黄金,机器人,半导体`; an empty value also uses these defaults.
54
+
55
+ To host the application with both JSON and MCP access:
56
+
57
+ ```bash
58
+ reme start plugins='["auto-fin"]' \
59
+ service.backend=http
60
+ ```
61
+
62
+ To add Auto Fin to another application instead, select that config explicitly, for example:
63
+
64
+ ```bash
65
+ reme start config=daily_cookbook plugins='["auto-fin"]'
66
+ ```
67
+
68
+ ## Pipeline
69
+
70
+ ```text
71
+ CLS public telegraph endpoint (rolling 24 hours)
72
+ ↓
73
+ normalize and deduplicate in RuntimeContext
74
+ ↓
75
+ topic Agent selects real news IDs in bounded batches
76
+ ↓
77
+ research Agent uses memory_search + read on historical memory
78
+ ↓
79
+ validate historical wikilinks in code
80
+ ↓
81
+ daily/YYYY-MM-DD/auto_fin.md
82
+ ```
83
+
84
+ `auto_fin_data_step` signs and paginates the same endpoint used by the CLS website. It starts at the decision time and
85
+ stops only after covering the exact preceding 24 hours. Requests are rate-limited and retried; malformed records and
86
+ records outside the window are discarded.
87
+
88
+ `auto_fin_topic_step` receives batches of current news and returns only related `news_id` values. Code ignores unknown
89
+ IDs and deduplicates repeated IDs, then preserves the source-news order. If nothing is relevant, the job succeeds as a
90
+ skip without writing or sending a report.
91
+
92
+ `auto_fin_merge_step` receives only selected current news. It exposes `memory_search` and `read`, instructs the Agent to
93
+ search no later than yesterday, and keeps current CLS IDs, times, and titles as plain evidence. The prompt limits
94
+ wikilinks to historical Markdown actually used by the Agent; the code-level boundary independently keeps only existing,
95
+ workspace-relative Markdown targets. Missing, absolute, escaping, backslash, and self-referential targets are degraded
96
+ to their readable aliases.
97
+
98
+ Same-day reruns use the existing report as context and replace it with the revised result. The final write is atomic and
99
+ refreshes the daily index. No JSONL, intermediate Markdown, or structured Agent output is written.
100
+
101
+ ## Parameters
102
+
103
+ | Parameter | Default | Purpose |
104
+ |--------------------|-----------------------:|--------------------------------------------------------------------------|
105
+ | `date` | `""` | Empty uses today in Shanghai; an explicit value must equal today |
106
+ | `now` | `""` | Optional ISO 8601 decision time for testing or replay |
107
+ | `topics` | `"黄金,机器人,半导体"` | Comma-separated topics; empty also uses these defaults |
108
+ | `window_hours` | `24` | Rolling number of hours of CLS telegraph news to fetch; must be positive |
109
+ | `request_interval` | `10` | Minimum delay in seconds after every CLS request attempt; may be zero |
110
+ | `max_retries` | `3` | Maximum attempts for each CLS page request; must be at least one |
111
+
112
+ The three plugin cron Jobs start with the application and run daily at 09:30, 11:30, and 18:00 in `Asia/Shanghai`.
113
+
114
+ ## Output
115
+
116
+ ```text
117
+ .reme/daily/YYYY-MM-DD/auto_fin.md
118
+ ```
119
+
120
+ The report includes a title, description, current CLS evidence, historical analysis, contextual wikilinks, and a fixed
121
+ non-investment disclaimer. Network errors and invalid Agent output fail explicitly; no relevant current news is a
122
+ successful skip.
123
+
124
+ ## Validation
125
+
126
+ ```bash
127
+ python -m pytest plugins/auto-fin -v
128
+ ```
129
+
130
+ Unit tests mock the CLS and Agent boundaries and do not contact external services.
@@ -0,0 +1,31 @@
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+ [project]
2
+ name = "reme-auto-fin"
3
+ version = "0.1.1"
4
+ description = "Auto Fin example plugin for ReMe."
5
+ readme = "README.md"
6
+ license = "Apache-2.0"
7
+ license-files = ["LICENSE"]
8
+ requires-python = ">=3.11"
9
+ dependencies = [
10
+ "reme-ai[core]>=0.4.1.8",
11
+ ]
12
+
13
+ [project.entry-points."reme.plugins"]
14
+ auto-fin = "reme_auto_fin"
15
+
16
+ [tool.setuptools]
17
+ package-dir = { "" = "src" }
18
+ packages = ["reme_auto_fin"]
19
+ include-package-data = true
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+
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+ [tool.setuptools.package-data]
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+ reme_auto_fin = ["*.yaml"]
23
+
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+ [tool.pytest.ini_options]
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+ asyncio_default_fixture_loop_scope = "function"
26
+ pythonpath = ["src", "../.."]
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+ testpaths = ["tests"]
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+
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+ [build-system]
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+ requires = ["setuptools>=77", "wheel"]
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+ build-backend = "setuptools.build_meta"
@@ -0,0 +1,4 @@
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+ [egg_info]
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+ tag_build =
3
+ tag_date = 0
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+
@@ -0,0 +1,14 @@
1
+ """Auto Fin news research workflow."""
2
+
3
+ from .data import AutoFinDataStep
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+ from .merge import AutoFinMergeStep
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+ from .schema import AutoFinReportOutput, AutoFinTopicOutput
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+ from .topic import AutoFinTopicStep
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+
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+ __all__ = [
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+ "AutoFinReportOutput",
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+ "AutoFinDataStep",
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+ "AutoFinMergeStep",
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+ "AutoFinTopicOutput",
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+ "AutoFinTopicStep",
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+ ]
@@ -0,0 +1,107 @@
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+ """Shared helpers for the Auto Fin workflow."""
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+
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+ from __future__ import annotations
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+
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+ from html.parser import HTMLParser
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+ import json
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+ import os
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+ from pathlib import Path
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+ from time import perf_counter
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+ from typing import Any
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+ from uuid import uuid4
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+
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+ from pydantic import BaseModel
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+
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+ from reme.steps import BaseStep
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+
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+ AGENT_INPUT_LOG_LIMIT = 2000
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+ AGENT_OUTPUT_LOG_LIMIT = 4000
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+
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+
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+ class _TextExtractor(HTMLParser):
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+ def __init__(self) -> None:
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+ super().__init__(convert_charrefs=True)
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+ self.parts: list[str] = []
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+ self.hidden = 0
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+
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+ def handle_starttag(self, tag: str, _attrs) -> None:
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+ if tag in {"script", "style"}:
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+ self.hidden += 1
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+ elif tag in {"br", "div", "li", "p"}:
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+ self.parts.append(" ")
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+
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+ def handle_endtag(self, tag: str) -> None:
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+ if tag in {"script", "style"} and self.hidden:
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+ self.hidden -= 1
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+ elif tag in {"div", "li", "p"}:
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+ self.parts.append(" ")
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+
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+ def handle_data(self, data: str) -> None:
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+ if not self.hidden:
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+ self.parts.append(data)
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+
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+
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+ def _plain_text(value: str) -> str:
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+ parser = _TextExtractor()
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+ parser.feed(value)
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+ parser.close()
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+ return " ".join("".join(parser.parts).split())
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+
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+
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+ def _write(path: Path, text: str) -> None:
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+ path.parent.mkdir(parents=True, exist_ok=True)
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+ temporary = path.with_name(f".{path.name}.{uuid4().hex}.tmp")
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+ try:
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+ temporary.write_text(text, encoding="utf-8")
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+ os.replace(temporary, path)
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+ finally:
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+ temporary.unlink(missing_ok=True)
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+
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+
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+ class AutoFinStep(BaseStep):
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+ """Shared Auto Fin helpers."""
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+
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+ def _value(self, key: str, default: Any = None) -> Any:
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+ assert self.context is not None
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+ return self.context.get(key, self.kwargs.get(key, default))
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+
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+ def _required(self, key: str) -> Any:
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+ assert self.context is not None
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+ if (value := self.context.get(key)) is None:
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+ raise RuntimeError(f"Auto Fin data is missing: {key}")
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+ return value
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+
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+ async def _reply(
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+ self,
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+ prompt_name: str,
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+ model: type[BaseModel],
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+ job_tools: list[str] | None = None,
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+ **values: str,
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+ ) -> BaseModel:
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+ if self.agent_wrapper is None:
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+ raise RuntimeError("Auto Fin analysis requires an agent_wrapper")
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+ prompt = self.prompt_format(prompt_name, **values)
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+ started_at = perf_counter()
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+ self.logger.info(
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+ f"[{self.name}] agent input prompt={prompt_name} schema={model.__name__} "
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+ f"query={self._preview(prompt, AGENT_INPUT_LOG_LIMIT)}",
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+ )
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+ kwargs: dict[str, Any] = {"output_schema": model}
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+ if job_tools:
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+ kwargs["job_tools"] = job_tools
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+ result = await self.agent_wrapper.reply(prompt, **kwargs)
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+ if not isinstance(result, dict) or result.get("structured_output") is None:
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+ raise ValueError(f"Auto Fin Agent returned no structured output: {self._preview(result)}")
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+ value = result["structured_output"]
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+ output = value if isinstance(value, model) else model.model_validate(value)
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+ output_preview = self._preview(output.model_dump(), AGENT_OUTPUT_LOG_LIMIT)
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+ self.logger.info(
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+ f"[{self.name}] agent output prompt={prompt_name} schema={model.__name__} "
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+ f"elapsed={perf_counter() - started_at:.2f}s output={output_preview}",
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+ )
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+ return output
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+
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+ @staticmethod
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+ def _preview(value: Any, limit: int = 1000) -> str:
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+ text = json.dumps(value, ensure_ascii=False, default=str)
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+ return f"{text[:limit]}...<truncated>" if len(text) > limit else text