From 1ad5869056bc8e3aadc8b15397340b312e73b49f Mon Sep 17 00:00:00 2001 From: Yaojia Wang Date: Sat, 21 Mar 2026 14:04:24 +0100 Subject: [PATCH] vault: add detailed Trading Agents deployment record --- .../Trading-Agents/Trading Agents 部署记录.md | 464 ++++++++++++++++++ 1 file changed, 464 insertions(+) create mode 100644 2 - Projects/Trading-Agents/Trading Agents 部署记录.md diff --git a/2 - Projects/Trading-Agents/Trading Agents 部署记录.md b/2 - Projects/Trading-Agents/Trading Agents 部署记录.md new file mode 100644 index 0000000..9b8b808 --- /dev/null +++ b/2 - Projects/Trading-Agents/Trading Agents 部署记录.md @@ -0,0 +1,464 @@ +--- +created: "2026-03-21" +type: project +status: active +tags: [trading, multi-agent, openclaw, deployment, discord] +--- + +# Trading Agents 部署记录 + +本文记录 Trading Agents 多 Agent 辩论系统的完整部署过程，从 Discord Bot 创建到 OpenClaw 配置更新和 Skill 文件部署。 + +--- + +## 一、部署概览 + +| 项目 | 详情 | +|------|------| +| 部署日期 | 2026-03-21 | +| 远程服务器 | `yiukai@192.168.68.108` (yiukai-ubuntu) | +| OpenClaw 版本 | 2026.3.2 (Node.js v24.13.1) | +| openclaw 二进制位置 | `/home/yiukai/.nvm/versions/node/v24.13.1/bin/openclaw` | +| 需 nvm 加载 | `export NVM_DIR="$HOME/.nvm"; [ -s "$NVM_DIR/nvm.sh" ] && . "$NVM_DIR/nvm.sh"` | +| 配置文件 | `~/.openclaw/openclaw.json` | +| API 数据源 | `https://invest-api.k8s.home` (192.168.68.240:8000) | +| Stock Guild ID | `1479926167141355560` | +| Stock Channel ID | `1479926167736942774` | + +--- + +## 二、Discord Bot 创建 + +### 创建流程（每个 Bot 重复） + +1. 打开 https://discord.com/developers/applications +2. 点击 **"New Application"** → 输入名称 → 创建 +3. 左侧菜单 **"Bot"** → 开启 **"Message Content Intent"**（Privileged Gateway Intents 下） +4. 点 **"Reset Token"** → 复制 token（仅显示一次） +5. 左侧 **"OAuth2"** → URL Generator → 勾选 `bot` scope +6. Bot Permissions 勾选：`Send Messages`、`Read Message History`、`View Channels` +7. 复制生成的 URL → 浏览器打开 → 邀请到 Stock Guild + +### 4 个新 Bot 信息 + +| Bot 名称 | Discord Account ID | Bot User ID | Token 前缀 | +|-----------|-------------------|-------------|-----------| +| invest-bull | invest-bull | `1484895948860817449` | `MTQ4NDg5NTk0ODg2MDgxNzQ0OQ...` | +| invest-bear | invest-bear | `1484896838506254427` | `MTQ4NDg5NjgzODUwNjI1NDQyNw...` | +| invest-hawk | invest-hawk | `1484897321526362316` | `MTQ4NDg5NzMyMTUyNjM2MjMxNg...` | +| invest-dove | invest-dove | `1484897784024006826` | `MTQ4NDg5Nzc4NDAyNDAwNjgyNg...` | + +> **Bot User ID 解码方法**：Discord token 的第一段（第一个 `.` 前）是 base64 编码的 User ID。 +> ```python +> import base64 +> token_prefix = "MTQ4NDg5NTk0ODg2MDgxNzQ0OQ" +> padded = token_prefix + "=" * (4 - len(token_prefix) % 4) +> user_id = base64.b64decode(padded).decode() # → "1484895948860817449" +> ``` + +### 所有 Bot User ID 汇总（用于 users allowlist） + +```python +all_bot_ids = [ + "964122056163721286", # owner (你) + "1475235860013125826", # ds-commander + "1475236767782146070", # ds-strategist + "1475237428624101518", # ds-builder + "1475237948936159314", # ds-creator + "1475238503729201222", # ds-guardian + "1479925669852086353", # invest-analyst + "1484895948860817449", # invest-bull (新) + "1484896838506254427", # invest-bear (新) + "1484897321526362316", # invest-hawk (新) + "1484897784024006826", # invest-dove (新) +] +``` + +--- + +## 三、openclaw.json 配置变更 + +### 3.1 备份原始配置 + +```bash +ssh yiukai@192.168.68.108 +cp ~/.openclaw/openclaw.json ~/.openclaw/openclaw.json.bak.$(date +%Y%m%d%H%M%S) +``` + +### 3.2 新增 4 个 Agent（agents.list） + +在 `agents.list` 数组末尾追加： + +```json +{ + "id": "invest-bull", + "name": "invest-bull", + "workspace": "/home/yiukai/.openclaw/workspace-invest-bull", + "agentDir": "/home/yiukai/.openclaw/agents/invest-bull/agent", + "model": "kimi-coding/k2p5", + "identity": { "name": "Bull", "emoji": "🐂" } +}, +{ + "id": "invest-bear", + "name": "invest-bear", + "workspace": "/home/yiukai/.openclaw/workspace-invest-bear", + "agentDir": "/home/yiukai/.openclaw/agents/invest-bear/agent", + "model": "kimi-coding/k2p5", + "identity": { "name": "Bear", "emoji": "🐻" } +}, +{ + "id": "invest-hawk", + "name": "invest-hawk", + "workspace": "/home/yiukai/.openclaw/workspace-invest-hawk", + "agentDir": "/home/yiukai/.openclaw/agents/invest-hawk/agent", + "model": "kimi-coding/k2p5", + "identity": { "name": "Hawk", "emoji": "🦅" } +}, +{ + "id": "invest-dove", + "name": "invest-dove", + "workspace": "/home/yiukai/.openclaw/workspace-invest-dove", + "agentDir": "/home/yiukai/.openclaw/agents/invest-dove/agent", + "model": "kimi-coding/k2p5", + "identity": { "name": "Dove", "emoji": "🕊️" } +} +``` + +变更后 Agent 总数：**11 个**（7 个原有 + 4 个新增） + +### 3.3 更新 Agent 间通信（agentToAgent） + +将 invest-* 系列全部加入 allow 列表： + +```json +"tools": { + "agentToAgent": { + "enabled": true, + "allow": [ + "ds-commander", "ds-strategist", "ds-builder", "ds-creator", "ds-guardian", + "invest-analyst", "invest-bull", "invest-bear", "invest-hawk", "invest-dove" + ] + } +} +``` + +> **重要变更**：invest-analyst 之前不在 A2A allow 列表中（独立运作），现在加入了，使其能通过 `sessions_send` 触发辩论 agent。 + +### 3.4 添加 Ping-Pong 轮次配置 + +新增 `session` 顶级配置： + +```json +"session": { + "agentToAgent": { + "maxPingPongTurns": 5 + } +} +``` + +- Bull/Bear 辩论最多 5 轮 ping-pong +- 任何 agent 回复 `REPLY_SKIP` 可提前终止 + +### 3.5 新增 4 个 Discord Bot 账户 + +在 `channels.discord.accounts` 中追加（每个结构相同，仅 token 不同）： + +```json +"invest-bull": { + "name": "Bull", + "enabled": true, + "token": "MTQ4NDg5NTk0ODg2MDgxNzQ0OQ.Gm081-...", + "groupPolicy": "open", + "streaming": "off", + "guilds": { + "1479926167141355560": { + "requireMention": true, + "users": ["964122056163721286", "1475235860013125826", ...全部 11 个 ID], + "channels": { + "1479926167736942774": { "allow": true } + } + } + } +} +``` + +关键配置说明： + +| 字段 | 值 | 原因 | +|------|-----|------| +| `requireMention: true` | 所有 4 个新 bot | 防止自动回复用户消息，只在被 A2A 调用时工作 | +| `users` | 11 个 ID | 所有 bot 互相可见，owner 可见 | +| `guilds` | Stock Guild only | 只在投资频道活动 | +| `streaming: "off"` | 关闭 | 与现有配置保持一致 | + +### 3.6 更新 invest-analyst 的 users 列表 + +将 4 个新 bot ID 追加到 invest-analyst 的 `guilds.users` 数组，确保 invest-analyst 能在 Stock Guild 中看到新 bot 的消息。 + +### 3.7 新增 4 个 Binding + +在 `bindings` 数组末尾追加： + +```json +{ "agentId": "invest-bull", "match": { "channel": "discord", "accountId": "invest-bull" } }, +{ "agentId": "invest-bear", "match": { "channel": "discord", "accountId": "invest-bear" } }, +{ "agentId": "invest-hawk", "match": { "channel": "discord", "accountId": "invest-hawk" } }, +{ "agentId": "invest-dove", "match": { "channel": "discord", "accountId": "invest-dove" } } +``` + +变更后 Binding 总数：**10 个** + +--- + +## 四、Workspace 目录创建 + +在远程服务器上创建 4 个 agent 的 workspace 和 agent 目录： + +```bash +ssh yiukai@192.168.68.108 + +for agent in invest-bull invest-bear invest-hawk invest-dove; do + mkdir -p ~/.openclaw/workspace-$agent/skills + mkdir -p ~/.openclaw/workspace-$agent/memory + mkdir -p ~/.openclaw/agents/$agent/agent +done +``` + +### 最终目录结构 + +``` +~/.openclaw/ +├── openclaw.json # 主配置（已更新） +├── openclaw.json.bak.20260321XXXXXX # 配置备份 +│ +├── workspace-invest-analyst/ # 编排者 workspace +│ └── skills/ +│ ├── invest-api/SKILL.md # 原有 API skill +│ ├── trade-analyze/SKILL.md # 新 — 主编排 skill +│ ├── market-analysis/SKILL.md # 新 — 技术分析 +│ ├── fundamental-analysis/SKILL.md # 新 — 基本面分析 +│ ├── sentiment-analysis/SKILL.md # 新 — 情感分析 +│ └── macro-analysis/SKILL.md # 新 — 宏观分析 +│ +├── workspace-invest-bull/ # 多方研究员 workspace +│ ├── SOUL.md # 人格：坚定的价值发现者 +│ ├── AGENTS.md # 操作指令 + 回声防护 +│ ├── skills/ +│ └── memory/ +│ +├── workspace-invest-bear/ # 空方研究员 workspace +│ ├── SOUL.md # 人格：谨慎的风险猎手 +│ ├── AGENTS.md # 操作指令 + 回声防护 +│ ├── skills/ +│ └── memory/ +│ +├── workspace-invest-hawk/ # 激进风控 workspace +│ ├── SOUL.md # 人格：积极进取的交易者 +│ ├── AGENTS.md # 操作指令 + 回声防护 +│ ├── skills/ +│ └── memory/ +│ +├── workspace-invest-dove/ # 保守风控 workspace +│ ├── SOUL.md # 人格：稳健的资产守护者 +│ ├── AGENTS.md # 操作指令 + 回声防护 +│ ├── skills/ +│ └── memory/ +│ +└── agents/ + ├── invest-bull/agent/ + ├── invest-bear/agent/ + ├── invest-hawk/agent/ + └── invest-dove/agent/ +``` + +--- + +## 五、Skill 文件部署 + +### 部署来源 + +所有 skill 文件在本地 `openbb-invest-api` 仓库的 `openclaw-skills/` 目录中开发和版本管理。 + +### 部署命令 + +```bash +REMOTE="yiukai@192.168.68.108" +CLAW="/home/yiukai/.openclaw" +SKILLS="/Users/yiukai/Documents/git/openbb-invest-api/openclaw-skills" + +# 分析 Skills → invest-analyst workspace +for skill in trade-analyze market-analysis fundamental-analysis sentiment-analysis macro-analysis; do + ssh $REMOTE "mkdir -p $CLAW/workspace-invest-analyst/skills/$skill" + scp "$SKILLS/$skill/SKILL.md" "$REMOTE:$CLAW/workspace-invest-analyst/skills/$skill/SKILL.md" +done + +# SOUL.md + AGENTS.md → 辩论 agent workspace +for agent in invest-bull invest-bear invest-hawk invest-dove; do + scp "$SKILLS/souls/$agent.md" "$REMOTE:$CLAW/workspace-$agent/SOUL.md" + scp "$SKILLS/agents/$agent.md" "$REMOTE:$CLAW/workspace-$agent/AGENTS.md" +done +``` + +### 部署的文件清单 + +| 文件 | 部署到 | 用途 | +|------|--------|------| +| `trade-analyze/SKILL.md` | invest-analyst/skills/ | 主编排：4 分析 → 辩论 → 风控 → 裁决 | +| `market-analysis/SKILL.md` | invest-analyst/skills/ | 技术分析（RSI, MACD, Ichimoku, ATR, OBV） | +| `fundamental-analysis/SKILL.md` | invest-analyst/skills/ | 基本面（PE, ROE, 财报, 分析师目标价） | +| `sentiment-analysis/SKILL.md` | invest-analyst/skills/ | 情感（复合评分, 内幕交易, 新闻情感） | +| `macro-analysis/SKILL.md` | invest-analyst/skills/ | 宏观（利率, CPI, 收益率曲线, 做空压力） | +| `souls/invest-bull.md` | workspace-invest-bull/SOUL.md | 多方人格定义 | +| `souls/invest-bear.md` | workspace-invest-bear/SOUL.md | 空方人格定义 | +| `souls/invest-hawk.md` | workspace-invest-hawk/SOUL.md | 激进风控人格定义 | +| `souls/invest-dove.md` | workspace-invest-dove/SOUL.md | 保守风控人格定义 | +| `agents/invest-bull.md` | workspace-invest-bull/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 | +| `agents/invest-bear.md` | workspace-invest-bear/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 | +| `agents/invest-hawk.md` | workspace-invest-hawk/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 | +| `agents/invest-dove.md` | workspace-invest-dove/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 | + +### 快捷部署脚本 + +仓库中包含 `openclaw-skills/deploy.sh`，后续更新 skill 只需运行： + +```bash +cd /Users/yiukai/Documents/git/openbb-invest-api +./openclaw-skills/deploy.sh +``` + +--- + +## 六、Gateway 重启与验证 + +### 重启命令 + +```bash +ssh yiukai@192.168.68.108 'export NVM_DIR="$HOME/.nvm"; [ -s "$NVM_DIR/nvm.sh" ] && . "$NVM_DIR/nvm.sh"; openclaw gateway restart' +``` + +> **注意**：SSH 非交互式 shell 不会加载 nvm，需要手动 source。 + +### 重启输出 + +- Config warning: `google-antigravity-auth` 插件已移除（无影响） +- Doctor: 自动迁移了 Discord single-account 配置 +- Doctor warning: Telegram groupPolicy 为 allowlist 但无 allowFrom（已知，非本次变更） +- **重启成功**: `Restarted systemd service: openclaw-gateway.service` + +### 状态验证 + +```bash +ssh yiukai@192.168.68.108 'export NVM_DIR="$HOME/.nvm"; [ -s "$NVM_DIR/nvm.sh" ] && . "$NVM_DIR/nvm.sh"; openclaw status' +``` + +验证结果： + +| 项目 | 期望 | 实际 | +|------|------|------| +| Agents 数量 | 11 | ✅ 11 | +| Discord accounts | 10/10 | ✅ 10/10 | +| Gateway 状态 | running | ✅ active (pid 622452) | +| 新 bot 心跳 | disabled | ✅ disabled（辩论 bot 不需要主动心跳） | + +--- + +## 七、配置更新脚本（Python） + +用于批量更新 openclaw.json 的 Python 脚本（在远程通过 SSH 执行）： + +```python +import json + +with open("/home/yiukai/.openclaw/openclaw.json", "r") as f: + config = json.load(f) + +# 1. 添加新 agent +new_agents = [ + {"id": "invest-bull", "name": "invest-bull", + "workspace": "/home/yiukai/.openclaw/workspace-invest-bull", + "agentDir": "/home/yiukai/.openclaw/agents/invest-bull/agent", + "model": "kimi-coding/k2p5", + "identity": {"name": "Bull", "emoji": "🐂"}}, + # ... invest-bear, invest-hawk, invest-dove 同理 +] + +existing_ids = {a["id"] for a in config["agents"]["list"]} +for agent in new_agents: + if agent["id"] not in existing_ids: + config["agents"]["list"].append(agent) + +# 2. 更新 A2A allow +config["tools"]["agentToAgent"]["allow"] = [ + "ds-commander", "ds-strategist", "ds-builder", "ds-creator", "ds-guardian", + "invest-analyst", "invest-bull", "invest-bear", "invest-hawk", "invest-dove" +] + +# 3. 设置 ping-pong 轮次 +config.setdefault("session", {}).setdefault("agentToAgent", {})["maxPingPongTurns"] = 5 + +# 4. 添加 Discord bot 账户（每个包含 token、guild、channel 配置） +# 5. 更新 invest-analyst 的 users 列表 +# 6. 添加 bindings + +with open("/home/yiukai/.openclaw/openclaw.json", "w") as f: + json.dump(config, f, indent=2, ensure_ascii=False) +``` + +> 完整脚本通过 `ssh yiukai@192.168.68.108 'python3 << "PYEOF" ... PYEOF'` 远程执行。 +> 脚本包含幂等检查（检查 existing_ids），重复运行不会产生重复条目。 + +--- + +## 八、已知问题 + +### 重启时的 Warning + +| Warning | 影响 | 处理 | +|---------|------|------| +| `google-antigravity-auth` 插件已移除 | 无 | 可从 config 中删除该条目 | +| Telegram groupPolicy allowlist 但无 allowFrom | Telegram 群组消息被丢弃 | 非本次范围，已记录在 [[OpenClaw 部署配置分析]] | +| Security audit: 12 critical | groupPolicy=open 风险 | 已有 guild-level channel allowlist 限制，后续可收紧 | + +### 辩论 Bot 的 requireMention 设置 + +所有 4 个新 bot 都设置了 `requireMention: true`，这意味着： +- 用户在 Discord 直接说话 **不会** 触发辩论 bot +- 只有 invest-analyst 通过 `sessions_send` A2A 协议才能触发 +- 这是正确的行为——辩论 bot 不应该自行响应用户消息 + +--- + +## 九、测试步骤 + +### 1. 单个分析 Skill + +在 Stock Guild Discord 中对 invest-analyst 说： +``` +/market-analysis NVDA +``` +期望：返回结构化技术分析报告。 + +### 2. 辩论 Ping-Pong + +在远程服务器上手动测试 A2A： +```bash +openclaw agent --agent invest-analyst --message "请用 sessions_send 给 invest-bull 发送：'请基于 NVDA RSI 75, PE 45 构建看多论点'" +``` +期望：invest-bull 回复 bull case → 自动 ping-pong 到 invest-bear。 + +### 3. 完整流程 + +在 Stock Guild Discord 中： +``` +/trade-analyze AAPL +``` +期望：4 报告 → Bull/Bear 辩论 → Hawk/Dove 风控 → 最终 BUY/SELL/HOLD。 + +--- + +## Related + +- [[Trading Agents 混合架构方案]] +- [[TradingAgents 原始架构分析]] +- [[OpenClaw 部署配置分析]] +- [[OpenClaw Stock Agent 配置详情]]