Commit graph

25 commits

Author SHA1 Message Date
xyf2020
f04eedb3ab
feat(Tag filter): Add an optional rebuildable tag index for file frontmatter (#517)
Some checks are pending
CI / Documentation / Test and build documentation (push) Waiting to run
CI / Python packages / Build and verify distributions (push) Waiting to run
CI / Python quality / Pre-commit (push) Waiting to run
CI / Python tests / Unit Tests - py3.11 (push) Waiting to run
CI / Python tests / Unit Tests - py3.12 (push) Waiting to run
CI / Python tests / Unit Tests - py3.13 (push) Waiting to run
CI / ReMe Studio / Studio checks (push) Waiting to run
CI / Windows / CLI smoke - py3.11 (push) Waiting to run
Deploy / Documentation / Build documentation (push) Waiting to run
Deploy / Documentation / deploy (push) Blocked by required conditions
Security / CodeQL / Analyze javascript-typescript (push) Waiting to run
Security / CodeQL / Analyze python (push) Waiting to run
* Add optional tag generation and normalization to auto memory

* Add tag index components and clean up temporary JSONL files

* Preserve tag index state when reconciliation fails

* Refactor and streamline application implementation

* Fix pylint C1803 warnings in tag normalization tests

* Document optional tag index configuration

* Make tag index failures non-blocking and disable auto-memory tags

* fix(tag-index): fail closed and support reindexing

* fix(tag-index): preserve complete query expressions

---------

Co-authored-by: jinli.yl <jinli.yl@alibaba-inc.com>
2026-09-07 15:52:17 +08:00
WQS
5c17874f73
feat(auto_resource): interpret image resources into daily notes (#500)
* feat: add auto_image step for image resource caption notes

* feat: wire image resources into the resource watch loop

* refactor: split auto resource processors behind router

* refactor: align resource processor module names

* refactor: preserve auto resource compatibility

* refactor: clarify auto resource routing structure

* fix: address auto resource review concerns

* test: scope auto resource fixtures

* docs: align auto resource processor wording

* test: cover image resize failures

* fix: harden image resource lifecycle

* fix: preserve resource image detail and linked daily ownership

* style(file-graph): stabilize multiline docstring formatting
2026-09-07 12:00:38 +08:00
jinliyl
f5ec230fef
feat: add DSH memory integration and organize extensions (#461)
* feat: add DSH memory integration and organize extensions

* fix: support newer DSH release candidates

* fix: address DSH integration review feedback

* fix: handle DSH cross-day retry edge cases
2026-08-20 15:31:51 +08:00
jinliyl
d3aee1adf5
feat(evolve): report auto-dream file changes (#458)
* feat(evolve): report auto-dream content changes

* perf(evolve): use lightweight dream snapshots
2026-08-19 15:44:06 +08:00
jinliyl
215c1f72f2
feat: refine local-first research and memory workflows (#444)
Some checks are pending
NPM Format / Website checks (push) Waiting to run
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
* feat: refine local-first research workflows

* fix: delegate structured output tool choice

* refactor(auto-fin): fetch and filter rolling CLS news

* fix(auto-fin): keep imports portable across platforms

* feat(auto-fin): expose CLS fetch controls

* fix(auto-fin): propagate configurable news window

* feat(auto_fin): normalize hybrid wikilinks in report body

- Add _normalize_hybrid_wikilinks method to remove redundant Markdown destinations
- Use regex to identify hybrid wikilinks with optional destinations
- Replace redundant destinations with simpler wikilink format for clarity
- Ensure normalization is failure-safe with exception handling and logging
- Update report body normalization process to apply hybrid wikilink fix
- Add unit tests to verify correct normalization and failure safety behavior

* fix(dream): serialize integration with application-wide asyncio lock

- Add application-wide asyncio.Lock to serialize digest writes during integration
- Update _snapshot_digest to capture metadata per bucket
- Validate bucket association when recovering from file changes
- Add tests ensuring recovery only from the correct bucket
- Add tests confirming integration lock is shared across application context
- Enhance strict topic YAML loading validation in dream utils
- Add tests for strict topic loading rejecting invalid or lossy fields

* fix(cookbook): enable configurable job_tools for digest and merge steps

- Update daily_cookbook.yaml to add job_tools: [memory_search, read] in digest steps
- Modify DailyPaperDigestStep to read job_tools from kwargs instead of fixed list
- Modify AutoFinMergeStep to similarly read job_tools from kwargs
- Update tests to pass job_tools explicitly when invoking these steps
- Remove hardcoded _TOOLS constants and replace with dynamic job_tools handling

* fix: retry incomplete dream receipts

* perf(pdf): increase max PDF pages limit from 20 to 35

- Updated configuration max_pdf_pages from 20 to 35 in daily_cookbook.yaml
- Modified code to extract up to 35 pages instead of 20 in analyze.py
- Updated README and README_ZH to document the increased max_pdf_pages
- Adjusted unit test assertions to reflect new max_pdf_pages limit of 35

* fix memory integration and daily paper links

* docs clarify cookbook tool usage
2026-08-11 23:32:34 +08:00
jinliyl
c5d92a24ab
feat: weave dream wikilinks into contextual prose (#428)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
2026-08-06 17:40:01 +08:00
jinliyl
9218a2d0e3
refactor: derive dialog paths from session_dir (#421)
* refactor: derive dialog paths from session directory

* fix: normalize configured session paths

* fix: align dialog watch paths with writers

* fix: reject absolute session directories
2026-08-06 17:07:14 +08:00
xyf2020
5bc46c88b6
feat(benchmark): enhance session memory retrieval and isolate benchmark assets (#409)
* chore(benchmark): isolate dataset/workspaces/results per benchmark

- Move shared benchmark/{datasets,memory_workspaces,results} into per-benchmark subdirs benchmark/<name>/{dataset,workspaces,results}
- Update beam/longmemeval config.yaml and run.py path defaults
- Relocate longmemeval download.py to benchmark/longmemeval/ (downloads into dataset/ subdir); inline dataset download docs into README
- Update .gitignore: benchmark/*/{dataset,workspaces,results}/
- Move result-{beam,longmemeval}.md to benchmark/results_md/ and drop result- prefix; update README links
- Fix stale path refs in llm_judge.py and logs/demo_search_format.py

* feat(benchmark): add read tool to agentic answer and update BEAM results

- Add 'read' to job_tools in BaseAgenticAnswerStep for file reading capability
- Document read tool usage in lme/agentic_answer.yaml system prompt
- Update result-beam.md with latest evaluation scores (OVERALL: 0.623/0.580)

* feat(auto_memory): add source line-number markers for note traceability

- Add _format_history hook in AutoMemoryStep with line-number annotation
- Override in BeamAutoMemoryStep to prefix each turn with [Ln] for citation
- Add session_file variable to prompt templates for source marker paths
- Simplify repeated extraction rules by referencing system prompt
- Enhance agentic_answer search strategy (multi-search, read tool hint)
- Add warning log on ReadStep failure

* feat(beam): enhance auto_memory with source markers and pilot ingest tooling

* refactor(beam): rename max_chunk_words to max_segment_words, drop one-off pilot scripts

* feat: add CompressorStep and search_v2 dual-mode session compression

- Add CompressorStep (reme/steps/evolve/compressor.py) for direct LLM
  text compression with optional query-guided relevance filtering
- Extend search_v2_step to support query-aware and query-independent
  session transcript compression via _compress injected kwargs
- Refactor _source_format.py: split into render_chunk_entries +
  join_chunk_entries; session chunks now render line-aligned with
  L<n>: prefixes for verbatim/compressed parity
- Add JOB_TOOLS and INJECTED_JOB_KWARGS to BaseAgenticAnswerStep for
  per-subclass tool and parameter injection
- LmeAgenticAnswerStep injects _search._compress payload to enable
  query-aware compression during benchmark evaluation
- Record compression ablation results in result-longmemeval.md
- Add unit tests for CompressorStep and search compression paths

* refactor(compress): relax session compression to lenient format-preserving strategy and update LME results

* refactor(benchmark): make session compression config-driven via compress_session flag

Move session-transcript compression from LME hard-coded injection to a
runtime context flag set by evaluation.compress_session in each
benchmark config. Compression is off by default for both BEAM and LME,
and BaseAgenticAnswerStep now conditionally injects the _search compress
payload only when the flag is truthy.

* feat(lme/auto_memory): add source attribution markers with line numbers

Add _format_history to annotate each turn with [Ln] line numbers and
expose {session_file} in prompts so the agent can emit bare wikilink-style
source markers like [[session/dialog/s1.jsonl#L1-L2,L5-L6]] at the end
of factual entries. Consolidate the per-prompt body/format rules into
references to the system prompt to avoid drift, and add frontmatter-
protection guidance for the edit tool.

* feat: improve agentic answer prompt and update beam 100K results

- Strengthen abstention rule: prohibit extrapolation from related but
  non-direct evidence
- Add multi-angle search after preliminary answer to check for
  conflicting/supplementary/updated information
- Add max-iteration fallback to 'Information not found'
- Update beam.md with 100K results (agentscope 2.0.4.post1, from scratch)
  including per-type token consumption and memory construction stats
- config.yaml: 100K dataset, 20 workers for BEAM evaluation
- run.py: add memory construction token usage tracking (default agent)
- Overall: 0.635 → 0.654 (+0.019), contradiction_resolution: 0.338 → 0.478
  (+0.140), abstention: 0.500 → 0.525 (+0.025)

* feat(read): add session-aware formatting for read tool and update BEAM eval

- Add truncate_session_output in _file_io.py to render jsonl session
  lines as [speaker @ time] content before byte-budget truncation
- Add read_step_format_session flag to ReadStep, honoring injected
  job kwargs (precedence) and YAML fallback
- Inject read_step_format_session=True into BaseAgenticAnswerStep
  so agentic answer reads render session transcripts human-readably
- Refine BEAM agentic_answer prompt: continue multi-angle search
  after preliminary answer, forbid fabrication/extrapolation
- Update BEAM config to 1M variant and add sequential 100K-eval /
  1M-build shell script
- Refresh benchmark/results_md/beam.md with latest results

* chore(config): disable expand_links in beam and lme search_v2 configs

* refactor(beam): drop one-off sequential 100K-eval-then-1M-build script

* fix(benchmark): add compressor job to beam config and fix BEAM clone instructions

- Add compressor job and compressor as_llm component to reme/config/beam.yaml
  (aligned with lme.yaml) so that compress_session: true works for BEAM
- Add graceful degradation guard in search_v2._compress_session_entries:
  when the compressor job is missing from the active config, log a warning
  and skip compression instead of raising 'Job compressor not found'.
  Skipped when there is no app_context so unit tests mocking run_job still
  drive compression behavior.
- Fix BEAM download instructions in README.md/README_ZH.md: add mkdir -p
  before cd benchmark/beam/dataset (the directory is gitignored and absent
  in a fresh clone)

* fix(steps): guard compressor exceptions and fix ReadStep boolean override

1. search_v2: catch per-entry exceptions from run_job('compressor') inside
   compress() so asyncio.gather never propagates a compressor failure (e.g.
   temporary LLM outage). The failing entry keeps its original body while
   remaining entries are still compressed, preserving already-retrieved
   search results.

2. read: replace 'context_value or yaml_value' with an existence check so
   that a runtime-injected False can explicitly disable a YAML-true
   read_step_format_session flag.

Add focused unit tests for both paths.

* fix(search_v2): use existence check for strict_date_filter boolean override

Replace 'context_value or yaml_value' with an existence-based check so
that a runtime-injected False can explicitly disable a YAML-true
strict_date_filter flag, consistent with the read_step_format_session fix.

* refactor(search): simplify strict_date_filter fallback to truthiness-or

* style(test): rename unused param to satisfy pylint W0613

---------

Co-authored-by: sa-buc <jiangniurou.xyf@dail-algo011164204033.ET135>
2026-08-05 19:23:42 +08:00
jinliyl
a9ec334adc
feat: simplify wikilink semantics and support line anchors (#412)
* feat: simplify local links and support line anchors

* fix: align line anchor tests with CI lint

* fix: preserve local links across file moves

* fix: encode markdown paths when rewriting links

* refactor(read): keep explicit line range parameters

* fix: simplify legacy link predicate compatibility

* docs: align local link behavior with implementation

* fix: skip unsupported markdown destination escapes

* fix: normalize workspace link paths across platforms

* fix: bound markdown link scanning

* fix: keep local link processing linear

* docs: clarify permissive markdown link parsing

* fix: handle local link processing failures

* refactor: limit file links to wikilink syntax

* docs: align wikilink contract with implementation

* fix: normalize dream and neighbor paths on Windows

* fix: resolve workspace path for neighbor expansion
2026-08-05 11:47:50 +08:00
Sen Huang
550317c3bf
Revert "feat(plugin): add ReMe integration for Codex (#372)" (#400)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
This reverts commit a367c2ce13.
2026-07-29 18:14:05 +08:00
DiegoCluv7
a367c2ce13
feat(plugin): add ReMe integration for Codex (#372)
* feat(plugin): add ReMe integration for Codex

* fix(plugin): fix Codex plugin port, transcript ingestion, and Windows support

* fix(plugin): correct Codex transcript schema, path validation, and hook fixes

* test(plugin): add MCP round-trip tests

* fix(plugin): rewrite parser and tests.

* fix(plugin): reserve id-less messages, cover marketplace manifest, error handling, path fixes, and main sync

Co-Authored-By: Claude <noreply@anthropic.com>

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-07-29 18:11:29 +08:00
xyf2020
f34dcdb09b
feat(Step tools): add white/black path prefix permission filtering to read, edit, write (#391)
* feat(read): add white/black path prefix permission filtering to ReadStep

* feat: add PrefixCheck mixin for path-prefix permission in file I/O steps

* feat: add injected_job_kwargs mechanism and refine path-prefix permission

* refactor(file_io): consolidate prefix_check into _path module
2026-07-27 17:20:21 +08:00
jinliyl
1687179f84
feat: add Auto Fin cookbook and managed outbound proxy support (#392)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
* feat: add ssh proxy

* feat: add ssh proxy

* feat: add ssh proxy

* feat: add ssh proxy

* feat: add prompt

* feat: add agent wrapper

* feat: add agent wrapper

* feat: add agent wrapper

* feat: add tushare skill

* feat: add tushare skill

* feat: add tushare skill

* feat: add none stream

* chore(deps): update dependency versions in pyproject.toml

- Bump claude-agent-sdk from 0.2.123 to 0.2.126
- Upgrade pre-commit to version 4.6.1 or higher
- Upgrade pytest to version 9.1.1 or higher

* feat(agent_wrapper): add session compaction support and unify session commands

- Introduce compact_session method to BaseAgentWrapper and implement it in AsAgentWrapper, CcAgentWrapper, and CodexAgentWrapper
- Add session_command module with SessionCommandResult dataclass and handle_session_command function for /clear and /compact commands
- Update __init__.py exports to include session_command handlers
- Modify DingTalkWaitStep to handle session commands via handle_session_command function
- Remove streaming mode from DingTalkWaitStep and simplify reply handling to final Markdown replies only
- Add unit tests for session compaction methods and session command handling across wrappers and DingTalk integration
- Clean up and remove obsolete streaming and card rendering code from DingTalk wait step
- Adjust daily_cookbook.yaml to remove stream and card_update_interval config entries for DingTalk wait step

* feat(auto_fin): add Auto Fin simulated portfolio cookbook workflow

- Add comprehensive Auto Fin schema exports for multiple models and enums
- Implement base class and helpers for Auto Fin analysis steps
- Create file, state, and formatting utilities for Auto Fin with atomic file writes and locking
- Define Auto Fin pipeline with four analysis agents: backtest, event, portfolio, and US correlation
- Register Auto Fin package in cookbook workflows and schema initialization
- Add detailed documentation in markdown describing the system design, workflow, and data contracts

* feat(outbound_proxy): add application-scoped outbound HTTP proxy components

- Introduce BaseOutboundProxy and OutboundProxyEndpoint as core contracts
- Implement FixedHttpOutboundProxy for external HTTP proxy integration
- Add SshHttpOutboundProxy providing SSH-backed local HTTP proxy tunnels
- Register outbound proxy components in component registry and enumeration
- Update components package to include outbound_proxy module
- Add dependency on pproxy for SSH HTTP proxy bridging
- Include comprehensive unit tests covering proxy lifecycle, validation,
  environment merging, error handling, readiness, and monitoring mechanisms

* refactor(network): replace SSH proxy with explicit HTTP outbound proxy

- Remove SSH proxy helper implementation and references in codebase
- Add support for explicit HTTP proxy URL in arXiv and HuggingFace clients
- Modify clients to use async context manager for consistent resource handling
- Update daily paper steps to forward outbound proxy configuration explicitly
- Change tests to cover new proxy usage model and remove SSH proxy mocks
- Add outbound proxy component configuration in daily_cookbook.yaml
- Ensure proxy URL usage disables environment trust in HTTP clients
- Fix app context component enum access to be defensive against missing keys

* feat(agent_wrapper): add managed proxy support for command environments

- Introduce BaseOutboundProxy binding in BaseAgentWrapper for outbound proxy management
- Add bash_environment and command_proxy_environment properties to apply proxy settings
- Update WorkspaceBackend instantiation in AsAgentWrapper to use bash_environment
- Inject managed proxy export commands into Claude Code Bash commands via hooks
- Enhance CodexAgentWrapper to include managed proxy in shell environment policy
- Modify daily_cookbook.yaml steps to specify outbound_proxy as default where needed
- Add comprehensive unit tests verifying managed proxy injection and environment isolation
- Ensure subprocess_environment remains unchanged while proxy is applied selectively to commands

* refactor(memory): replace search job_tools with memory in daily cookbook config

- Change workspace_dir default from .reme to reme_workspace
- Replace search job_tools with memory across multiple components and jobs
- Update descriptions to reflect long-term memory retrieval instead of search
- Modify system prompts to instruct using memory for retrieving notes
- Adjust unit tests to verify memory job_tools and job presence instead of search
- Ensure consistency in configuration and tests for memory backend usage

* refactor(config): rename memory to memory_search in daily cookbook config

- Change all occurrences of "memory" to "memory_search" in job_tools and job definitions
- Update related system prompts to reflect the new memory_search terminology
- Modify unit tests to assert the presence of memory_search instead of memory
- Ensure consistency across skills, job tools, and backend configurations in multiple components

* feat(auto_fin): add deterministic quantitative research and ranking fusion

- Introduce new schema models: EtfScore, RankingMetrics, ExtremeAnalysis,
  DimensionRanking, and FusionRanking to represent deterministic research outputs
- Add ranking data to event, backtest, us_correlation, and portfolio analysis outputs
- Implement ranking_section renderer to format Top20 scores and diagnostics in Markdown
- Develop AutoFinQuantStep for deterministic ETF ranking using TuShare data, Polars,
  and a custom extremely randomized tree ensemble
- Integrate quantitative rankings into backtest and portfolio analysis steps and reports
- Extend auto_fin pipeline with new quant_enabled and quant_required config options
- Enforce ranking constraints like unique codes, contiguous ranks, and normalized fusion weights
- Update analysis YAMLs with rules limiting data freshness, universe, and ranking usage
- Incorporate ranking outputs into all major markdown report bodies in Auto Fin pipeline
- Add concurrency-limited asynchronous TuShare client to fetch required market data
- Introduce cross-sectional rank correlation and NDCG metrics for ranking quality evaluation

* feat(auto_fin): implement stage-wise notification and reporting for analysis pipeline

- Refactor notification config in daily_cookbook.yaml to support dispatch steps
- Update AutoFinNotificationStep to deduplicate notifications per run stage
- Add _notify_stage method in pipeline to send notifications for each analysis stage
- Implement persistence and notification for event, backtest, US correlation, and portfolio stages
- Modify pipeline flow to persist reports and notify after each stage completion
- Adjust metadata to track notifications and errors per stage
- Update tests to verify stage-wise notification sending and deduplication
- Remove older combined report persistence in favor of modular stage handling

* feat(auto_fin): add outbound proxy support for Tushare API usage

- Introduce BaseOutboundProxy reference in AutoFinPipelineStep and AutoFinQuantStep
- Update TushareResearchClient and trade calendar fetch to accept and use proxy URL
- Create _ProxiedTushareApi adapter to route Tushare requests via explicit HTTP proxy
- Modify create_tushare_api utility to optionally return proxied API client
- Add unit tests covering proxy forwarding and client behavior with managed proxies
- Ensure proxy usage respects explicit proxy URL over environment fallback
- Integrate outbound proxy into data fetching and quantitative research steps

* feat(auto_fin): enforce checkpoint time validation and add state models

- Introduce AnalysisState base class and specific states for event, backtest, and US correlation analyses
- Replace analysis output types with corresponding state classes in run schemas
- Add require_checkpoint_reached method to validate decision_at/data_cutoff against current time
- Enforce checkpoint time checks before analysis steps in event, backtest, portfolio, and quant analyses
- Refactor quant data loading to include adjustment factors and apply price adjustments without fallback
- Update analysis YAML docs to require real-time checkpoint validation and forbid using future data
- Improve portfolio run serialization by excluding redundant legacy fields and nested proposed actions
- Add helper to extract readable sections from persisted checkpoint documents
- Fix event analysis output validation to reject events and sources with future timestamps

* feat(auto_fin): auto-select latest reached checkpoint if none specified

- Extend checkpoint config to accept empty string for auto selection
- Add static method to compute latest checkpoint reached by current time
- Modify pipeline step to auto-select checkpoint based on trade calendar and time
- Adjust force flag default depending on whether checkpoint is explicit or auto
- Log details when checkpoint is auto-selected to improve observability
- Add comprehensive tests for auto checkpoint selection logic and edge cases
- Remove deprecated default and required constraints from force parameter in config

* refactor(auto_fin): unify datetime comparison with compare_datetimes utility

- Replace direct datetime comparisons with compare_datetimes function calls
- Use cmp_to_key with compare_datetimes for sorting datetime tuples and lists
- Update validation logic in backtest, event, analysis, and ledger modules for consistent datetime handling
- Add unit tests to verify handling of naive and aware datetime comparisons in event and backtest validations
- Ensure marked_at and interval_end timestamps are set and compared consistently using compare_datetimes
- Improve correctness of ordering and conditional checks related to timestamps throughout auto_fin steps and ledger code

* feat(auto_fin): add datetime comparison helper for mixed timezone data

- Implement compare_datetimes function to handle naive and aware datetimes
- Ensure naive datetime is interpreted in the known timezone of the counterpart
- Facilitate comparisons between legacy and timezone-aware Auto Fin data
- Add module docstring explaining purpose of the helpers

* docs(auto_fin): enforce unique ETF representative per sub-theme in analysis rules

- Update backtest.yaml to recommend or highlight only one ETF per sub-theme for ETF analyses
- Modify event.yaml to map only one representative ETF per sub-theme, avoiding duplicate recommendations
- Revise portfolio.yaml to restrict holdings/buys to a single ETF per sub-theme, preventing repeated buys of highly overlapping ETFs
- Adjust us_correlation.yaml to retain only one representative A-share ETF per sub-theme for mapping or recommendation
- Add test to verify presence of new sub-theme uniqueness guidance in step prompts

* feat(auto_fin): separate draft model and include deterministic fusion ranking

- Introduce _PortfolioProposalDraft pydantic model for agent-authored fields before ranking
- Discard any "fusion_ranking" data from draft to prevent conflicts with canonical ranking
- Modify AutoFinPortfolioStep to receive draft, enrich with fusion_ranking, and produce final output
- Update tests to use _PortfolioProposalDraft and validate deterministic fusion ranking propagation
- Add async test verifying fusion ranking is correctly set in portfolio output with no errors

* refactor(auto_fin): rewrite and simplify Auto Fin schema and steps

- Remove legacy Auto Fin analysis step modules and helpers
- Replace complex ranking and portfolio models with simplified current-news models
- Update schema to focus on news-case workflow with new domain models
- Remove A-share decision checkpoints and backtest details from schema
- Simplify recommendation and decision output structures
- Clean up deprecated state and utility functions
- Update Auto Fin steps initialization to new pipeline steps only
- Improve uniqueness validation for themes and ETFs in research plan

* feat(auto_fin): implement full local cache and analysis workflow for Auto Fin

- Add AutoFinDataStep to prepare and cache daily TuShare data with lookback
- Add AutoFinAnalysisStep to analyze cached data and generate Markdown report
- Implement detailed time window, ETF filtering, and historical case validation
- Introduce YAML prompts for planning and decision-making steps
- Update .gitignore to include reme_workspace/
- Clean up config and import structure for auto_fin steps
- Remove old pipeline.py and consolidate functionality into new modules
- Use polars for efficient CSV reading and data processing
- Ensure atomic writes and strict JSON serialization for cache files
- Enforce rules on news timing, ETF universe, and historical case usage

* fix(auto_fin): restrict news data source to '财联社' in analysis and cache

- Update analysis templates to specify current news as from '财联社' only
- Modify news fetching functions to filter by source '财联社'
- Add validation method to check cached news source correctness
- Update news caching logic to exclude non-'财联社' news
- Enhance unit tests with multiple sources to ensure filtering works
- Confirm news API calls include source filter parameter as '财联社'

* refactor(auto_fin): convert I/O methods to asynchronous implementations

- Change _news, _dataset, and _theme_data methods to async for improved concurrency
- Move JSONL and CSV reading operations to asynchronous wrappers using asyncio.to_thread
- Remove synchronous _read_jsonl and _read_csv functions, integrate them as static async class methods
- Update cache validation methods to async, awaiting I/O operations accordingly
- Adjust usage of dataset and news retrieval in analysis step to await asynchronous methods
- Add async unit test to validate JSONL reading with unicode line separators
- Preserve existing functionality while enabling non-blocking file and data access

* fix(nx_file_graph): defer networkx import and improve dependency handling

- Move networkx import inside NxFileGraph constructor for lazy loading
- Raise ImportError with original exception context if networkx is missing
- Remove module-level fallback assignment of nx to None
- Expand test to block loading of multiple optional core dependencies eagerly
- Change exception type in test from ModuleNotFoundError to AssertionError
- Update test comments to reflect broader optional dependency checks

* feat(embedding_store): add quota retry delay mechanism for embedding requests

- Introduce quota_retry_delay parameter to configure wait time before retry on quota exhaustion
- Implement detection of insufficient quota errors in LocalEmbeddingStore without external SDK
- Add retry logic with custom delay when quota is insufficient during embedding requests
- Update configuration to set max_retries and quota_retry_delay defaults for embedding store
- Add unit tests covering quota exhaustion retry behavior with delay and opt-in control
- Ensure existing retry behavior remains unchanged if quota_retry_delay is not set

* feat(auto_fin): add detailed logging to analysis and data fetching steps

- Add _preview static method for bounded diagnostic output in analysis.py
- Log prompt start, completion, errors, and validation details in _reply method
- Add info logs for major processing steps in execute method of analysis.py
- Add debug and info logs for cache validation, data fetching, and pagination in data.py
- Log conditions for skipping reports and cache plans in data.py execute method
- Log download summaries and cache writes for news and ETF data
- Improve error logging with exception details in cache validation functions
- Ensure all logs include context such as record counts, paths, and parameters

* refactor(auto_fin): overhaul Auto Fin workflow and schema contracts

- Replace old Auto Fin schema models with comprehensive new data classes
- Remove legacy Auto Fin analysis step in favor of modular agent-based steps
- Introduce AutoFinAgentStep for validating structured agent replies
- Simplify data cleaning and JSONL writing utilities for news cache
- Remove synchronous and asynchronous dataset methods from analysis step
- Redefine Auto Fin analysis configuration for 360-day news retention and multi-step pipeline
- Remove embedded analysis prompt templates and replace with agent-driven logic
- Update __init__.py exports to match new step implementations and remove deprecated classes
- Improve error handling and validation in agent step reply processing
- Clean up redundant imports and unused code in analysis and data preparation modules

* feat(auto_fin): add detailed logging for analysis and data processing steps

- Add timing logs to measure agent prompt processing duration in analysis.py
- Log news cache hits and news write paths with record counts in data.py
- Include detailed info logs for news download start and completion in data.py
- Add start, progress, and completion logs with topic and event counts in history.py
- Log start and completion of merge step including path and ETF count in merge.py
- Add start and done logs with window and news counts in topic.py

* feat(auto_fin): enhance schema and steps with detailed ETF and event modeling

- Replace and add multiple AutoFin schema classes to support detailed ETF selection,
  historical research, market analysis, forecast models, and report output with validation
- Implement Shanghai timezone normalization and strict validation in schema models
- Remove deprecated AutoFin analysis agent step and consolidate reply handling in base step
- Introduce AutoFinStep base class with shared helpers for prompt handling, data fetching,
  logging, and JSONL file operations
- Add AutoFinDataStep to manage daily news data complete with schedule validation, caching,
  and source validation logic
- Update cookbook configuration to customize auto_fin step parameters and simplify
  outbound proxy settings
- Refactor imports and clean unused code for better maintainability

* feat(auto_fin): introduce detailed historical event resolution and market similarity analysis

- Add AutoFinHistoricalEventReference and AutoFinHistoricalSimilarity models for refined event referencing and similarity judgment
- Implement validation to ensure non-empty critical fields and uniqueness of historical news IDs
- Develop method to resolve Agent-selected historical event references from workspace files with strict path and existence checks
- Enrich historical events with market entry and future returns data after resolution
- Redesign market step to calculate similarity-weighted ETF forecasts based on matched historical event similarities
- Enforce validation on matched historical events for uniqueness and proper weight summation
- Simplify merge step output to final Markdown report without YAML frontmatter and redundant fields
- Update user instructions for history search, market, and merge steps to reflect new data structures and responsibilities
- Adjust test suite to cover new schema and step behavior changes, including enhanced validation and JSON output formats

* feat(auto_fin): add new cron jobs and output analysis jsonl

- Add new cron jobs auto_fin_1145_cron and auto_fin_1800_cron with auto_fin_steps
- Change auto_fin_0930_cron schedule to run Monday to Sunday
- Extend merge step to write analysis data to auto_fin_analysis.jsonl
- Update unit tests to verify new cron jobs and their steps configuration

* fix(auto_fin): improve atomic file write and refresh daily index

- Change temporary file naming to include UUID for uniqueness and hidden prefix
- Replace atomic write method from using Path.replace to os.replace with safe unlink
- Add import and use os.replace for safer file replace operation
- Refresh daily index after writing auto finance markdown and JSONL files
- Import and call refresh_day_index in merge step to update file index asynchronously

* docs(cookbook): add optional SSH proxy configuration in README files

- Introduce optional SSH proxy setup in auto-fin and daily_paper cookbooks
- Provide instructions to enable outbound proxy via `daily_cookbook.yaml` and environment variables
- Add `REME_PROXY_IP` and `REME_PROXY_ACCOUNT` environment variables descriptions in multiple README files
- Update English and Chinese README and README_ZH documents with proxy details
- Maintain consistent formatting of environment variable tables across documents

* fix(file_io): include schema_version in hidden metadata keys

- Added "schema_version" to _INDEX_HIDDEN_METADATA_KEYS in _daily_index.py
- Updated _render_notes_block to always include additional keys regardless of schema_version

fix(deps): move pproxy dependency to later in pyproject.toml

- Removed pproxy from early dependencies list
- Added pproxy back near the end of dependency list for better ordering

fix(outbound_proxy): require pproxy package for ssh_http proxy

- Added importlib.util check for pproxy package presence
- Raise RuntimeError if pproxy is not installed when using SSH HTTP outbound proxy
- Improved error message suggests installing reme-ai with 'core' extra

* docs(readme): update News section with new Cookbook workflows

- Clarify introduction of optional Cookbooks with Daily Paper and Auto Fin workflows
- Update English README to reflect both paper discovery and file-native ETF event research
- Revise Chinese README to include financial news and historical market data research capability
- Maintain announcement of paper acceptance at Findings of ACL 2026

* feat(auto_fin): add calculation results to final Markdown output

- Implement _calculation_results to summarize forecast for each ETF analyzed
- Include program-calculated results in the JSON input for the Markdown report
- Update YAML template to incorporate calculation results and adjust recommendation rules
- Refine recommendation logic to rely on event impact judgments combined with calculation outputs
- Modify tests to verify presence of calculation results and updated report content and format

* up prompt

* fix(keyword_index): ignore non-indexable chunks during keyword sync

- Add is_indexable method to base and BM25 keyword index classes to check text tokenizability
- Update local file store to exclude non-indexable chunks from expected document IDs to prevent rebuild
- Fix JSONL chunker to correctly handle Unicode line separator U+2028 inside JSON strings without splitting
- Add test to ensure non-empty but non-indexable chunk does not trigger keyword index rebuild
- Add test to verify U+2028 character does not cause incorrect JSONL record splitting
2026-07-25 18:09:39 +08:00
xyf2020
7b1da5a9ee
feat(benchmark): add BEAM & restructure LongMemEval evaluation framework (#375)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
* feat(eval): add LongMemEval evaluation framework with tool_defaults date injection

- Add evaluation/longmemeval/ with run.py, config.yaml, and test scripts
- Add reme/config/longmemeval.yaml for evaluation-specific model config
- Add tool_defaults mechanism to as_agent_wrapper for injecting default
  tool kwargs (uses setdefault so LLM-provided values take priority)
- Pass tool_defaults={'daily_write': {'date': day}} in auto_memory to
  ensure notes always use the correct historical date
- Add timestamp interpolation (_interpolate_timestamps) in auto_memory
  for filling missing created_at fields via linear interpolation
- Evaluation pipeline: ingest sessions -> dream -> search -> answer -> judge
- Uses qwen3.6-flash for memory, qwen3.7-max for answer/judge

* chore: gitignore logs/results/demo.py, keep empty dirs

* chore: update .gitignore

* feat(eval): add multiprocessing and session time filtering to longmemeval runner

- Replace async execution with synchronous + multiprocessing for parallel item evaluation - Add filter_future_sessions option to only ingest sessions <= question date - Add question_types filtering in config - Add result summary with binary accuracy and avg score - Update config defaults (oracle variant, 50 items, 32 workers) - Minor code style fixes in agent_wrapper and auto_memory

* feat: add bench_query_step with ReAct agent for benchmark query phase

- Add BenchQueryStep using agent_wrapper with search job tool
- Replace manual search+LLM answer in run.py with bench_query_job
- Remove unused answer LLM config from longmemeval.yaml
- Register benchmark step module in steps/__init__.py

* feat: add start_date/end_date time filter support for search job

- Add _extract_date_from_path to extract validated YYYY-MM-DD from chunk paths
- Add start_date/end_date filtering in _matches_search_filter
- Implement progressive recall in FaissLocalFileStore.vector_search
- Promote start_date/end_date from context to search_filter in SearchStep
- Add start_date/end_date parameters to search job in default.yaml
- Add unit tests for date filter functionality

* fix: validate/normalize date filters and harden _extract_date_from_path

Address three code-review comments on the time_filter search feature:

1. Validate/normalize start_date and end_date before string comparison.
   _matches_search_filter does lexicographic comparison against path_date
   (always canonical YYYY-MM-DD). Raw caller values like '2026-2-28' or
   'abc' would produce silently wrong results. Now SearchStep normalizes
   valid dates via extract_daily_date (with strptime fallback for
   non-zero-padded input) and silently ignores invalid dates with a
   logger.warning, removing them from the filter.

2. Clarify behavior for paths without embedded dates.
   Added optional strict_date_filter parameter (default False). When True
   and at least one date bound is active, chunks whose path yields no date
   (e.g. digest/personal/topic.md) are excluded. When False (default),
   the existing behavior is preserved — dateless paths pass through.

3. Harden _extract_date_from_path against non-standard suffixes.
   Previously parts[1].split('.')[0] accepted '2026-05-18.anything' as a
   valid date. Now only exact 'YYYY-MM-DD' (dir) and 'YYYY-MM-DD.md'
   (day-index) forms are accepted.

* feat(eval): LLM-as-Judge per-type prompt routing, binary-only, progress tracking

- Remove 0-5 score metric, keep only binary (yes/no) classification
- Load per-question-type judge prompts from llm-as-judge.json
  (temporal-reasoning, knowledge-update, single-session-preference, __default__)
- Replace SCORE_JUDGE_PROMPT with type-specific BINARY_JUDGE_PROMPT template
- judge_response(): parameter 'metric' -> 'question_type', returns single 'judgment'
- Summary output: add per-type accuracy breakdown, remove score stats
- Add progress tracking: background thread prints PROGRESS every 10min
- Add FINAL progress line and total elapsed time on completion
- Add --log-level, --reme-log-level, -q CLI arguments
- Parallel mode: pool.map -> pool.imap_unordered for real-time progress
- config.yaml: full oracle (10000 items), 32 workers, all question types
- Add kill.sh (process cleanup) and run_async.sh (background eval launcher)

* docs: add LongMemEval oracle evaluation results (61.6% accuracy)

* feat(bench): add MAX_ITERATION limit to BenchQueryStep and add _auto_memory.yaml

* feat: add golden session benchmark & eval_only mode with refined prompt

- Add benchmark/longmemeval/run_golden_session.py for golden session evaluation
- Refine PROMPTED_SYSTEM_PROMPT: concise answer rule, remove 'Information not found' fallback
- Add eval_only mode to run.py (--eval_only flag)
- Add multiple eval config variants (evalonly, full, test5)
- Add analyze_results.py for result parsing
- Update auto_memory.yaml, longmemeval.yaml, application_config
- Update result-longmemeval.md with latest evaluation results
- Add benchmark results to .gitignore

* update: refine answer prompts and increase max iteration to 6 - Tighten prompted-answer system prompt for more concise output - Comment out 'Information not found' fallback rule - Increase MAX_ITERATION from 5 to 6 in bench_query - Add recall_eval.py - Update evaluation results

* feat(chunker): add dedicated JSON and JSONL file chunkers (cherry-pick from upstream #325)

- Add JsonFileChunker: structure-aware chunking preserving nested key paths,
  optional list-to-dict conversion, size measured by json.dumps() char count
- Add JsonlFileChunker: line-aligned sliding-window chunking with configurable
  overlap, supports char/byte mode switching
- Register both chunkers in default.yaml (json for .json, jsonl for .jsonl)
- Add comprehensive unit tests (21 + 20 test cases)

* feat(service): add CLI service for local job execution (from upstream #334)

- Introduce CliService to execute single jobs locally without serving ports
- Add prepare_start_config and should_precheck_start functions for CLI job setup
- Update reme start command to use CLI service when job argument is provided
- Add show_metadata to client kwargs for optional CLI metadata output
- Add unit tests for CLI service functionality and configuration handling

* feat(steps): add BM25/vector search steps, Python execute step, and draft steps (from upstream #334)

- Add Bm25SearchStep for plain BM25 keyword search with tool_context deduplication
- Add VectorSearchStep for plain vector search with tool_context deduplication
- Add PythonExecuteStep to run Python code in subprocess with timeout handling
- Add AddDraftStep/ReadAllDraftStep for draft accumulation scoped by tool context
- Update SearchStep with tool_context dedup, dynamic default limit via REME_SEARCH_LIMIT env,
  and candidate_multiplier default changed from 3.0 to 5.0
- Add comprehensive unit tests for all new steps

* feat(search): add tool context deduplication and improve search configuration (#321)

* feat(search): add tool context deduplication and improve search configuration

- Modify _make_tool methods to accept and inject tool_context_id parameter
- Add tool_context_id handling in AS and CC agent wrappers
- Increase search candidate multiplier from 3.0 to 5.0 in default config
- Extend HTTP client timeout from 30s to 3600s
- Add tool context deduplication logic to prevent duplicate search results
- Implement TTL-based expiration for seen chunks in tool contexts
- Add comprehensive unit tests for tool context deduplication behavior
- Update .gitignore to exclude longmemeval directory
- Add time import for timestamp functionality in search step

* refactor(search): replace time module with datetime for timestamp generation

- Removed unused time import
- Added static method _now_ts using datetime.timestamp
- Updated clock parameter to use _now_ts method instead of time.time
- Maintained same timestamp precision and functionality

* fix(file_io): fix risk of out-workspace paths (#322)

* fix(file_io): fix risk of out-workspace paths

* chore(file_io): remove unused unittest file

* fix(as_embedding): support both agentscope 2.0.2 and 2.0.3 (#323)

2.0.3 promoted `dimensions` to a required first-class constructor
argument while keeping a backfill from `parameters.dimensions`; 2.0.2
has no such argument and reads `dimensions` from `Parameters`. Keep
`dimensions` in `Parameters` for both versions and, when the model
constructor accepts `dimensions`, pass `dimensions=None` so 2.0.3's
backfill promotes it out of `parameters`.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

* Bump version to 0.4.0.7

* refactor: delegate LLM-as-Judge to answer_judge_step and update eval config/results

- run.py: replace inline judge logic with judge_response_via_job using app.run_job('answer_judge')
- longmemeval.yaml: expand benchmark configuration
- bench_query.py: enhance benchmark query step
- result-longmemeval.md: update evaluation results
- judge_all_plus_results.json: add judge all-plus results

* refactor: split longmemeval.yaml into lme.yaml/beam.yaml and unify job names

- Split reme/config/longmemeval.yaml into lme.yaml (LongMemEval) and beam.yaml (BEAM)
- Unify job names across both configs: agentic_answer, answer_judge, context_answer
- Update evaluation/longmemeval/run.py and evaluation/beam/run_beam_eval.py to use unified job names
- Update all evaluation config YAMLs to reference lme.yaml
- Add BEAM benchmark step implementations (agentic_answer, context_answer, llm_judge)
- Remove obsolete config_test5.yaml and test_5sessions.py

* eval: BEAM 100K & LongMemEval cleaned-S 评测结果记录

- BEAM 100K eval-only (32并发, 20 case): Agentic 0.631, Prompted 0.468
- LongMemEval final GT (500题): Agentic 89.0%, Prompted 83.6%
- 新增 benchmark/result-beam.md, benchmark/result-longmemeval.md
- benchmark/beam/config.yaml: num_workers=32

* refactor: restructure benchmark directory and clean up gitignore rules

- Consolidate benchmark outputs to benchmark/results/ with .gitkeep
- Remove old benchmark scripts, configs and result files from benchmark/beam/ and benchmark/longmemeval/
- Add datasets/README.md and datasets/README_EN.md with download instructions
- Add datasets/longmemeval/download.py and final_groundtruth_cleaned_s.json
- Add memory_workspaces .gitkeep placeholders
- Restructure .gitignore: fix duplicate entries, add BEAM dataset exclusion, refine logs/results ignore patterns
- Remove stale result-beam.md and result-longmemeval.md from project root

* chore: clean up longmemeval benchmark scripts and update dataset docs

- Remove obsolete longmemeval benchmark runner/stats scripts

- Update datasets/longmemeval README and add Chinese translation

- Clean up final_groundtruth_cleaned_s.json

* docs(benchmark): add reproduction guide for LongMemEval and BEAM

- Add bilingual README for benchmark runners (EN/ZH)

- Cover prerequisites, dataset download, run commands, configs, outputs, logs, and kill.sh

* refactor: migrate auto_memory steps from evolve to benchmark-specific modules

- Split auto_memory into beam and lme benchmark-specific implementations
- Add auto_memory.py and auto_memory.yaml under steps/benchmark/beam and steps/benchmark/lme
- Slim down evolve/auto_memory.py and auto_memory.yaml to shared base only
- Remove obsolete evolve/_auto_memory.yaml
- Update benchmark run.py, config YAMLs, and step __init__.py registrations
- Update llm_judge and context_answer minor adjustments
- Remove outdated test_lme_final_answer_review.py

* revert(as_agent_wrapper): sync with upstream/main

Remove local-only comment to keep file identical with upstream/main.

* style: add trailing commas in benchmark __init__.py __all__ lists

* chore: disable vector_weight range assertion in SearchStep

* chore: add tests/integration/logs/ to .gitignore

* refactor: replace scipy.stats.kendalltau with pure numpy implementation

scipy is not listed in project dependencies. Implement Kendall's tau-b
rank correlation using only numpy to remove the undeclared dependency.

* feat(benchmark): add binary score metrics, update BEAM 1M results, and improve LLM retry/prompt config

- benchmark/beam/run.py: add binary score calculation per rubric item and per-type/overall binary stats
- benchmark/beam/config.yaml: switch to 1M dataset, reduce workers to 18
- benchmark/result-beam.md: add 1M evaluation results with binary scores
- benchmark/result-longmemeval.md: minor formatting
- reme/config/beam.yaml: increase max_retries to 5 and add retry_delay 5.0 for all LLM components
- reme/config/lme.yaml: increase max_retries to 5 and add retry_delay for judge/prompted/bench components
- reme/steps/benchmark/lme/agentic_answer.yaml: improve search strategy and answer rules prompts

* fix(benchmark): fix line-too-long and add pylint disable for main()

* refactor(longmemeval): use single cleaned-S dataset with embedded ground truth

- Switch to agentscope-ai/ReMe_longmemeval_clean_s_v2 HuggingFace source
- Remove separate final_groundtruth_cleaned_s.json (ground truth now in data file)
- Simplify download.py to fetch only longmemeval_s_reme_cleaned.json
- Remove dataset.variant and dataset.ground_truth_path config options
- Update benchmark and datasets READMEs to reflect new workflow
- Update .gitignore for new dataset filename

* fix: rename loop variable to avoid pylint redefined-outer-name warning

* refactor(benchmark): restructure datasets/memory_workspaces into benchmark and simplify auto_memory steps

* refactor(benchmark): extract BaseAgenticAnswerStep into base module

- Add reme/steps/benchmark/base/agentic_answer.py with shared agentic answer logic
- Refactor beam/lme AgenticAnswerStep to inherit from BaseAgenticAnswerStep
- Simplify lme/context_answer.py and update context_answer.yaml
- Update result-longmemeval.md with latest evaluation results (agentic 91.0%)

* refactor(benchmark): remove context_answer steps and unused configs

- Remove beam/lme context_answer job definitions and step implementations
- Remove prompted LLM component from beam.yaml and lme.yaml
- Delete jinli_lme.yaml (no longer needed)
- Simplify benchmark run.py scripts
- Clean up .gitkeep files and update .gitignore
- Remove unused import in search.py

* chore: remove benchmark/results/.gitkeep

---------

Co-authored-by: sa-buc <jiangniurou.xyf@dail-algo011164204033.ET135>
Co-authored-by: jinliyl <6469360+jinliyl@users.noreply.github.com>
Co-authored-by: imrewce <wce@pku.edu.cn>
Co-authored-by: Sen Huang <48879559+ployts@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-21 19:09:50 +08:00
jinliyl
e7d44f6f3b
refactor(agent): unify agent subprocess env, sessions, skills, and MCP/service jobs (#382)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
* feat(config): add environment variable configuration for agent subprocesses

- Add environment field to ApplicationConfig to store variables for agent subprocesses
- Remove dynamic loading of .env files in agent wrappers
- Introduce subprocess_environment property in base agent wrapper
- Pass application-level environment variables to Claude Code and Codex agents
- Load environment variables once at startup and pass to ReMe application
- Remove dependency on load_env utility in agent wrapper implementations
- Update tests to use configured environment instead of dynamic loading
- Remove unused environment loading utilities and related test cases

* refactor(mcp): remove channel notification system and related components

- Removed channel notification step implementation
- Removed claim channel step implementation
- Removed ChannelSink class from MCP service
- Removed channel-related documentation from AGENTS.md
- Removed channel instruction text from MCP service
- Removed all channel-related tests
- Updated application context metadata comment to remove channel sink reference
- Removed channel module initialization and imports

* feat(service): add job whitelisting capability to BaseService

- Add optional jobs parameter to BaseService.__init__ to configure job whitelist
- Store jobs as set in self.jobs attribute for efficient lookup operations
- Modify add_jobs method to filter jobs based on whitelist configuration
- Update documentation in both English and Chinese to describe new feature
- Add comprehensive unit tests for job whitelisting behavior
- Implement flowchart update showing new filtering logic
- Preserve existing enable_serve flag behavior alongside new whitelisting

* refactor(service): enhance service job validation and MCP tool injection

- Add strict validation for service jobs whitelist with detailed error messages
- Implement injected job arguments support for MCP services with conflict detection
- Add tool error handling for unsuccessful responses in MCP services
- Remove duplicate job names in Codex agent wrapper using dict.fromkeys
- Update MCP server argument format from single JSON array to repeated --job flags
- Add comprehensive test coverage for job injection and error handling scenarios
- Update documentation to reflect service job validation and MCP features
- Ensure application cleanup occurs even when service lifespan encounters errors

* feat(agent): update skill handling to preserve existing Claude skills

- Change skills parameter processing to use 'all' instead of filtered list
- Add logic to select project skills without restricting Claude's existing skills
- Update variable naming from 'skills' to 'selected_skills' for clarity
- Modify application context metadata documentation to clarify in-memory state usage
- Add test case to verify configured skills are added without filtering existing skills
- Update internal skill directory handling to use renamed variable consistently

* refactor(agent): restructure agent wrapper components and session storage

- Move CcFileSessionStore to separate module for better organization
- Add SDK package version logging in base agent wrapper
- Update Claude Code agent to use new session store structure with project keys
- Refactor Claude Code agent wrapper to use proper type hints and SDK integration
- Add support for server tool use events in Claude Code message processing
- Improve error handling and resource cleanup in streaming operations
- Update Codex agent wrapper with proper type annotations and configuration
- Remove deprecated system prompt mode handling from Claude Code wrapper
- Fix session path construction for Claude Code transcript storage
- Update dependency injection and configuration handling patterns

* fix(cc_agent_wrapper): resolve Claude Code SDK integration issues

- Added dataclass import and created _BlockState for content block metadata tracking
- Implemented proper MCP server name constant and tool context ID validation
- Fixed tool_context_id injection to prevent duplicate assignment errors
- Resolved skills parameter handling in build_options method
- Enhanced job tools integration with MCP servers mapping validation
- Replaced deprecated block_ids/block_types/tool_call_names with block_states dict
- Updated message_delta to emit USAGE chunks instead of REPLY_END
- Fixed stream result handling to ensure proper REPLY_END emission
- Improved error handling for session mirror failures and rate limits
- Added proper cleanup for expected trailing errors in streams
- Refactored Codex agent wrapper initialization and configuration management
- Removed obsolete system_prompt_mode from default config
- Enhanced test coverage for new block state and error handling features
- Fixed async generator handling with aclosing context manager
- Improved chunk type mapping for Claude Code SDK events

* refactor(tests): remove demo config tests from config parser test suite

- Removed test_demo_config_registers_llm_jobs function and its assertions
- Eliminated verification of LLM demo job configurations
- Removed checks for agent wrapper component settings
- Deleted assertions for model configurations and parameters
- Cleaned up deprecated test cases related to demo config parsing

* refactor(evolve): simplify Claude Code session store path structure

- Removed redundant project key subdirectory from session link generation
- Updated CcFileSessionStore initialization to use direct session directory path
- Maintained existing session layout compatibility for backward compatibility
- Added unit tests to verify session persistence behavior with existing transcripts
- Ensured UUID-based session files remain accessible at expected locations
- Preserved existing session directory structure without additional nesting

* refactor(agent): defer optional Codex SDK imports until first use

- Moved openai-codex imports inside functions to avoid mandatory dependencies
- Added TYPE_CHECKING guard for development time type checking only
- Implemented lazy loading mechanism with _get_async_codex_class function
- Updated AsyncCodex initialization to occur on demand rather than at module level
- Maintained backward compatibility while improving import performance
- Added test case to verify package import works without optional Codex SDK
- Updated agentscope dependency to version 2.0.4.post1 in pyproject.toml

* test(embedded): add compatibility tests for in-process ReMe embedding

- Add test suite for QwenPaw-style embedded configurations
- Verify optional defaults remain preserved in embedded configs
- Ensure in-process application API stays compatible
- Test model injection and lifecycle management compatibility
- Remove obsolete hermes agent plugin tests
- Update CLI import test to cover multiple optional SDKs
- Block claude_agent_sdk and openai_codex during import testing
2026-07-20 23:52:14 +08:00
Sen Huang
55ef4bd6ad
fix(proactive): expose topics in primary answer (#380) 2026-07-20 16:05:47 +08:00
jinliyl
c3b1e93918
feat(index): add file size limits and oversized file handling (#362)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
Windows Smoke / CLI smoke - py3.11 (push) Waiting to run
* feat(index): add file size limits and oversized file handling

- Implement max_file_bytes configuration option for content processing jobs
- Add default 20MB file size limit for background processing in default config
- Skip oversized files during auto_resource step with appropriate metadata
- Clear stale index entries when oversized files are modified
- Add size-based filtering logic to update_changes step with skip reporting
- Include file size validation in UpdateIndexStep with proper response handling
- Add comprehensive tests for oversized file scenarios in auto_resource and update_index
- Document file size limits in constants with appropriate thresholds

* chore(version): bump version to 0.4.1.1

- Update __version__ from 0.4.1.0 to 0.4.1.1 in __init__.py

* fix(index): isolate batch metadata and handle file races
2026-07-15 21:01:18 +08:00
Ziyang Guo
c060933e4d
fix(auto-memory): preserve message timestamps (#310)
* fix(auto-memory): preserve message timestamps

* fix(auto-memory): infer daily date from messages

* feat(file_io): add strict date parsing and improve daily date handling

- Add new parse_daily_date function for strict YYYY-MM-DD validation
- Replace extract_daily_date with parse_daily_date for explicit date validation
- Change _messages_day to use max date instead of min for historical imports
- Reorder imports to maintain consistent module ordering
- Move session message saving after date validation in auto_memory
- Add comprehensive tests for invalid date rejection before saving
- Add tests for strict YYYY-MM-DD date format validation
- Update test names to reflect latest date behavior

---------

Co-authored-by: Ziyang Guo <121015044+RunMarshal@users.noreply.github.com>
Co-authored-by: jinli.yl <jinli.yl@alibaba-inc.com>
2026-07-01 17:15:07 +08:00
Sen Huang
3dee10d4f9
feat: add Claude Code plugin with auto-memory functionality (#297)
Some checks failed
Pre-commit / run (ubuntu-latest) (push) Has been cancelled
Tests ReMe / Unit Tests - py3.11 (push) Has been cancelled
Tests ReMe / Unit Tests - py3.12 (push) Has been cancelled
Tests ReMe / Unit Tests - py3.13 (push) Has been cancelled
* feat: add Claude Code plugin with auto-memory functionality

* refactor(auto_memory): fix spacing in json parsing logic
2026-06-26 14:46:42 +08:00
jinliyl
ffb4d08c4f
feat(mem): Enhance daily note system with metadata handling and write functionality (#295)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
* feat(file_io): add daily_write step for creating daily notes with conversation metadata

- Add DailyWriteStep class that delegates to write job for creating daily notes
- Register daily_write job in default configuration with proper parameters
- Include validation for name and session_id path components
- Add test coverage for daily_write functionality including metadata handling
- Preserve existing job execution method in application.py after repositioning
- Update base_step.py to use positional-only parameter syntax for job methods
- Import and expose DailyWriteStep in file_io module initialization
- Override reserved metadata keys (name, description, session_id, source_conversation) with fixed values
- Refresh daily index after successful write operation
- Generate proper source conversation links in markdown format

* feat(daily): refactor daily note system with enhanced metadata handling

- Introduce validate_filename_component function and export it
- Add _INDEX_HIDDEN_METADATA_KEYS to hide conversation metadata from index
- Update scan_notes to exclude hidden metadata keys from index rendering
- Modify auto_memory to use daily_write tool and manage session frontmatter
- Implement session note lookup and renaming based on frontmatter name
- Update daily_list to return flattened note metadata including session info
- Change daily_write to dispatch write step instead of running job
- Add test cases for updated daily note functionality and metadata handling
- Update version from 0.4.0.2 to 0.4.0.3

* fix(evolve): correct metadata update in auto memory response

- Fixed trailing comma issue in metadata dictionary update
- Ensured proper formatting of response metadata structure
- Maintained existing functionality while fixing syntax error

* refactor(auto_resource): replace daily_create with dynamic note management

- Remove DailyCreateStep and related exports from file_io module
- Replace static daily note creation with dynamic resource-linked card system
- Implement LLM-suggested naming with frontmatter-driven file management
- Add source_resource linking for tracking original files
- Introduce collision handling with hash-based suffixes
- Update documentation to reflect new resource card workflow
- Modify auto_resource prompts to use write/edit tools instead of daily_create
- Adjust test fixture comments to match new agent behavior
- Update framework diagrams and quick start examples accordingly

* feat(app): add version info to app initialization and update auto-memory logic

- Include version number in application startup logging
- Remove tool result truncation logic from auto-memory step
- Update auto-memory to exclude tool_result blocks from saved history
- Add test case to verify tool results are filtered out from message saving
- Update YAML prompts to clarify filename naming rules without dates
- Modify configuration to support new dispatch steps format with persistence control

* feat(auto_memory): add note modification tracking and optimize frontmatter updates

- Add _note_bytes and _note_modified methods to track actual file changes
- Optimize frontmatter updates by checking existing metadata before update
- Add modified flag to response metadata indicating actual note changes
- Update logging to include modified status in various operations
- Add comprehensive tests for modified/unmodified detection scenarios
- Enhance result hook logic to skip when no actual changes occur
- Refactor metadata handling to properly track creation vs modification status
2026-06-25 21:54:56 +08:00
jinliyl
8b82ff88d0
feat(evolve): enhance agent reply processing and logging capabilities (#293)
Some checks are pending
Pre-commit / run (ubuntu-latest) (push) Waiting to run
Tests ReMe / Unit Tests - py3.11 (push) Waiting to run
Tests ReMe / Unit Tests - py3.12 (push) Waiting to run
Tests ReMe / Unit Tests - py3.13 (push) Waiting to run
* feat(evolve): enhance agent reply processing and logging capabilities

- Add agent_reply_result_text function to extract final user-visible text from agent replies
- Implement comprehensive logging throughout auto_memory, auto_resource, and dream modules
- Add max_units configuration option to limit extracted memory units
- Improve error handling and validation in auto_resource step
- Refactor dream extract step to respect max_units limit during processing
- Enhance summary rendering in dream finish step with detailed breakdown
- Add result hook functionality for embedding hosts integration
- Implement loose resource filename handling for root-level resources
- Update test cases to reflect new functionality and improved error messages

* test(background-steps): update fake upsert function to include created parameter

- Modified fake_upsert function to accept 'created' parameter instead of '_created'
- Added 'created' field to captured dictionary in fake_upsert function
- Included 'created': True in the expected response dictionary for test case
- Updated test assertion to match new parameter structure
2026-06-24 22:08:47 +08:00
jinliyl
7d86658f33
Refactor logging levels and add dream schema definitions (#291)
* chore(logging): change info logs to debug level for data loading operations

- Changed stopwords loading log from info to debug level
- Changed file catalog nodes loading log from info to debug level
- Changed file graph nodes loading log from info to debug level

* feat(dream): add dream schema definitions and enum for auto-dream functionality

- Add DreamBucketEnum with procedure, personal, and wiki values
- Create comprehensive dream-related Pydantic models including DreamUnit,
  DreamTopic, DreamExtractOutput, IntegrateOutcome, TopicSelectionOutput,
  ProactiveResult, and DreamState
- Move schema definitions from local step module to shared schema package
- Update dream extraction and integration steps to use new enum-based
  bucket validation
- Initialize digest directories for each dream bucket type
- Enhance embedding store health check with workspace directory logging

* refactor(tests): update DreamState import path in test_auto_dream.py

- Move DreamState import from reme.steps.evolve.dream.schema to reme.schema
- Maintain same functionality with updated module reference
- Align import with new schema location in project structure
2026-06-24 16:44:03 +08:00
jinliyl
a3bd81bde2
Update version to 0.4.0.2 and improve tokenizer index handling (#290)
* fix(core): update version number to 0.4.0.1

- Incremented version from 0.4.0.0 to 0.4.0.1 in __init__.py

* fix(index): remove stopwords path from tokenizer config and add keyword index repair

- Remove stopwords_path from tokenizer config to prevent index forking by install path
- Add _sync_keyword_index_from_chunks method to repair keyword index when persisted state mismatches
- Implement test for keyword index repair from persisted chunks when missing
- Add test to verify tokenizer fingerprint ignores stopwords absolute path
- Update version from 0.4.0.1 to 0.4.0.2

* feat(dream): add scan_days parameter to dream extraction process

- Add scan_days configuration option to default.yaml with default value of 2
- Implement recent_dates utility function to calculate date ranges for scanning
- Modify DreamExtractStep to scan multiple days based on scan_days parameter
- Update dream extraction to process files across multiple dates instead of single day
- Extend DreamState schema to include dates and scan_days fields
- Update DreamTopicsStep to handle multi-day topic processing
- Modify finish step to checkpoint files from all scanned dates
- Add comprehensive tests for multi-day scanning functionality
- Update prompt templates to include scan dates information
- Refactor topics writing logic to target specific date rather than current date
2026-06-24 15:01:07 +08:00
Sen Huang
e31db5fe19
docs: rename vault_dir to workspace_dir in documentation and examples (#286)
* docs: rename vault_dir to workspace_dir in documentation and examples

* refactor(extract): format long method call across multiple lines

* refactor(extract): format system prompt parameters for better readability
2026-06-22 16:58:57 +08:00
jinliyl
206a53e5ed
init: reme version 0.4.0 (#284) 2026-06-22 15:41:19 +08:00