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16 commits

Author SHA1 Message Date
xyf2020
06fb46fa48
feat(tags): add configurable tag indexing and filtered hybrid search (#530)
* 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

* Add configurable tag indexing and tag listing

* Add tag-filtered hybrid search with exact candidate ranking

* Remove obsolete generated files

* Rename tag index key to tag_key and reject reserved fields

* Extract automatic tagging into a dedicated step

* Restrict frontmatter updates to authorized keys

* Refine tag filtering and automatic memory tagging

* Require underscore-separated tags in auto-tag prompts

- Forbid spaces in tags and require underscores (e.g. sam_altman) in both
  English and Chinese auto_tag prompts, with English examples switched to
  English entities (OpenAI, gold)
- Drop prompt-string assertions superseded by the new tagging rule
- Merge construction/runtime tag_key validation tests into one parametrized case

* Make max_tags_per_file configurable in auto-tag step

* Consolidate tag index tests

* Fix search test fixture lint warnings

* Align tag contracts and index health behavior

* Fall back when tag index is unavailable

---------

Co-authored-by: jinli.yl <jinli.yl@alibaba-inc.com>
2026-09-10 18:01:09 +08:00
xyf2020
f04eedb3ab
feat(Tag filter): Add an optional rebuildable tag index for file frontmatter (#517)
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* 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
jinliyl
fc4a5398a8
fix(index): make embedding rebuild explicit and scoped (#508)
* fix(index): make embedding rebuild explicit and scoped

* fix(index): harden scoped reindex completion

* fix(index): guard embedding space transitions

* fix(index): serialize reindex with mutations

* docs(index): clarify scoped reindex semantics

* docs(index): explain synchronous checkpoint snapshots

* fix(index): serialize checkpoint publication
2026-08-28 23:25:17 +08:00
jinliyl
1a6b584274
fix(persistence): avoid duplicate index dumps (#489)
* fix(persistence): avoid duplicate index dumps

* fix(persistence): align dumps with component ownership

* fix(persistence): preserve subclass dump hooks
2026-08-26 16:51:00 +08:00
jinliyl
c8e1248769
fix: recover embeddings after transient health check failure (#471)
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* fix: recover embedding after transient health failure

* refactor(embedding_store): remove provider_success_count and simplify health recovery logic

- Deleted provider_success_count attribute and related methods across embedding and file stores
- Updated _recover_after_real_request to rely solely on is_healthy flag for recovery decisions
- Removed redundant counting logic for provider successes during embedding operations
- Cleaned up health status management to streamline provider recovery detection
- Adjusted unit tests to align with removal of provider_success_count and maintain health checks consistency

* refactor(embedding_store): use default health check timeout

* fix(embedding_store): ensure is_healthy remains unchanged on cache hits

- Updated get_embeddings docstring to clarify cache hits must not alter is_healthy state
- Improved code comment for embedding dimension matching method

* fix(file_store): make embedding recovery race-safe

* ci: use default CodeQL query suite

* fix(file_store): preserve queued embedding rebuilds

* fix(file_store): preserve verified recovery without chunks
2026-08-21 13:58:51 +08:00
lichen2015
ad4f23e4dc
feat(file_store): add ZvecLocalFileStore backend (#410)
* feat(file_store): add ZvecLocalFileStore backend

- Implement ZvecLocalFileStore with native zvec collection for ANN search.
- Keep JSONL chunks as the source of truth; rebuild collection from chunks
  when sidecar digest/dimension/HNSW M mismatch is detected.
- Add dedicated unit tests in tests/unit/test_zvec_file_store.py.
- Parametrize existing file_store consistency tests to cover both
  LocalFileStore and ZvecLocalFileStore.
- Register the new backend in reme/components/file_store/__init__.py.

* fix(file_store): fix zvec collection sync and content validation, declare zvec dependency
2026-08-05 22:08:30 +08:00
xyf2020
4eb2adf961
feat(faiss_file_store): upgrade FAISS to HNSW index with async reindex (#390)
* feat(file_store): upgrade FAISS to HNSW index with async reindex and path constraint

- Replace IndexFlatIP with IndexHNSWFlat for better recall/speed tradeoff
- Add dynamic efSearch (limit * 5) scaled to query request size
- Add async_reindex option: background rebuild with generation-based invalidation
- Extract _delete_nodes() in LocalFileStore for subclass reuse
- Add unit tests for file store consistency

* fix: resolve pylint warnings in faiss store and test file

* refactor(file_store): replace generation-based reindex with event-flag worker

- Replace _reindex_generation/lock/task with a single long-lived worker
  coroutine consuming an asyncio.Event flag; repeated submissions coalesce
- Use local index reference in vector_search to avoid TOCTOU on self._faiss_index
- Pass index explicitly to _set_ef_search for consistency
- Track _index_writes to re-arm reindex after concurrent writes
- Update tests to match new internal API

* fix: resolve pylint too-many-return-statements and implicit-booleaness warnings

* feat(file_store): add refine maintenance hook and incremental embedding backfill

- Add refine() idle-time maintenance hook to BaseFileStore/LocalFileStore
- FaissLocalFileStore: incremental vector add on backfill instead of full rebuild
- Dynamic tombstone compaction threshold scaled by index size
- Add RefineStoreStep with daily cron job (refine_store_cron)
- Enable faiss backend and embedding_store by default in default.yaml
- Add unit tests for faiss index maintenance

* chore(deps): promote faiss-cpu to core dependencies

faiss backend is now the default file_store, so faiss-cpu moves from
the optional [core] extra to the base dependencies list.

* feat: rename refine_store to optimize_index and add vecdb_path_constraint

- Rename refine_store step to optimize_index with cron job scheduling
- Add vecdb_path_constraint to file_store components
- Update default.yaml with optimize_index_cron and faiss backend comment
- Update memory_search docs (en/zh) for FAISS vector management
- Update unit tests for index maintenance

* feat(faiss): add embedding digest to reject stale sidecar after partial dump

Add _chunks_embedding_digest() that computes an order-independent SHA-256
over (chunk_id, float16 embedding) pairs. The digest is written into the
idmap sidecar at dump time and verified at load time. A mismatch means the
sidecar vectors belong to a different chunk generation than the authoritative
JSONL — detectable even when the live-ID set is unchanged (same-ID in-place
update crash window).

Add test_faiss_rejects_stale_sidecar_after_partial_dump reproducing the
crash-between-writes scenario and asserting digest-based rejection.

Compress verbose docstrings/comments in existing tests for pylint line
budget.

---------

Co-authored-by: sa-buc <jiangniurou.xyf@dail-algo011164204033.ET135>
2026-07-27 19:54:38 +08:00
jinliyl
1687179f84
feat: add Auto Fin cookbook and managed outbound proxy support (#392)
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* 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
jinliyl
cf22ef3b1d
feat: add codex auth modes, background embedding/index repair, and qwenpaw logging (#371)
* feat(codex): add authentication mode support with thread-safe logging

- Implement _CodexAuthConfig dataclass for resolved auth settings
- Add auth_mode parameter with auto/api_key/oauth options
- Separate API key and OAuth authentication flows
- Force specific login method based on auth mode
- Add explicit API key validation requirement
- Serialize concurrent logger initialization in thread lock
- Close logging handlers properly during cleanup
- Update default config with auth_mode presets for codex and codex_oauth
- Add comprehensive tests for authentication modes and concurrent logging

* feat(file_store): implement background embedding backfill and keyword index repair

- Add _after_embedding_backfill hook in FAISS local file store
- Schedule startup embedding repair without delaying component readiness
- Cancel and collect embedding backfill task during component shutdown
- Log progress at fixed percentage boundaries for long-running operations
- Process embedding backfill in configurable batch sizes with progress reporting
- Rebuild keyword index in bounded batches with detailed mismatch diagnostics
- Format stdlib logs consistently with QwenPaw console output using relative paths
- Run embedding backfill as background task that doesn't block component startup
- Add comprehensive tests for background embedding and keyword index repair scenarios

* fix(file-store): repair graph-chunk consistency on load

- Add _repair_graph_chunk_consistency method to detect and fix mismatched graph/chunk states
- Clear torn graph/chunk state when missing or orphaned chunks are detected
- Ensure keyword index sync handles empty chunks properly
- Add comprehensive tests for graph-chunk consistency scenarios
- Update test utilities to properly seed graph/chunk snapshots
- Increment version to 0.4.1.2

* feat(file_io): enhance list step response format and add comprehensive logging

- Format list output with bullet points for better readability
- Add explicit "No files found" message when directory is empty
- Include detailed timing information for file store startup phases
- Add logging for chunk loading, graph consistency checks, and keyword indexing
- Provide detailed metrics for embedding backfill operations
- Add comprehensive test coverage for empty directory scenarios
- Include batch processing statistics for embedding operations

* feat(logger): add QwenPaw logging integration with forwarding mechanism

- Introduce _ForwardToLoggerHandler to forward log records to target logger
- Add qwenpaw logger integration that forwards ReMe logs to QwenPaw handlers
- Maintain ReMe logger stability for modules that cache it at import time
- Enable QwenPaw handlers to take effect without ReMe reconfiguration
- Add comprehensive tests for stdlib forwarding to QwenPaw sinks
- Support explicit REME_DISABLE_LOGURU=false to keep original Loguru backend
- Preserve existing logging behavior when QwenPaw is not configured

* fix(file_store): serialize concurrent FAISS dump operations to prevent corruption

- Add asyncio lock to ensure only one FAISS dump operation runs at a time
- Generate unique temporary filenames using UUID tokens for atomic replacement
- Implement proper cleanup of temporary files in finally block
- Add comprehensive test to verify concurrent dumps are serialized
- Ensure atomic writes by replacing both index and idmap files together
- Prevent partial state writes during concurrent access scenarios
2026-07-20 14:47:34 +08:00
jinliyl
2a85c36fa9
refactor(embedding): defer provider construction until first remote call (#361)
- Changed dimensions property to avoid forcing provider construction
- Added _ensure_model method to construct provider on demand
- Modified __call__ to ensure model exists before use
- Updated _start to defer provider initialization
- Removed eager health check during startup
- Added compact embedding serialization with base64 encoding
- Implemented batch processing for vector search with heap-based ranking
- Added document_ids property to keyword index interface
- Updated chunk persistence to handle legacy JSON embeddings
- Optimized memory usage by avoiding materialization of metadata in document_ids
2026-07-15 20:46:36 +08:00
jinliyl
eb471d7d94
fix(embedding): reject mismatched embedding dimensions (#330)
* fix(embedding): enforce strict dimension matching for embeddings

- Add _embedding_dim_matches method to validate embedding dimensions
- Reject embeddings with mismatched dimensions instead of padding/truncating
- Drop stale embeddings with wrong dimensions during loading and upsert operations
- Disable embedding store when query dimensions don't match configured dimensions
- Fail health checks when embedding dimensions don't match expected values
- Skip chunks with wrong dimensions during FAISS index rebuild
- Add comprehensive tests for dimension validation behavior

* refactor(file_store): simplify conditional checks in vector search and test assertions

- Combine multiple conditionals into single check for empty FAISS index
- Replace explicit empty list comparison with boolean check for node embedding calls
- Maintain same functional behavior while improving code readability

* fix(embedding): harden dimension validation helpers
2026-07-08 14:23:38 +09:00
xyf2020
43a407bc4f
feat: add start_date/end_date time filter support for search job (#317)
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* 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.
2026-07-03 15:58:04 +08:00
jinliyl
afe12b16db
feat(file_store): add embedding backfill for persisted chunks (#292)
- Implement _backfill_missing_embeddings method to handle chunks without embeddings
- Add logic to identify and process chunks that predate embedding feature
- Integrate backfill process into store loading sequence
- Add proper error handling and logging for backfill operations
- Create unit test for embedding backfill functionality
- Ensure backfilled embeddings are properly persisted to storage
2026-06-24 17:32:21 +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
Renamed from tests4/unit/test_file_store_consistency.py (Browse further)