vault: add detailed Trading Agents deployment record

2026-03-21 14:04:24 +01:00
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+---
+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]]