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13 commits

Author SHA1 Message Date
jinliyl
2f5fd46b44
refactor: deduplicate entry-point loading (#460)
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* refactor: deduplicate entry-point loading

* fix: preserve config conflict error priority
2026-08-19 19:57:53 +08:00
jinliyl
618e8cec66
feat: add entry-point plugin system and extract Auto Fin (#459)
* feat: add entry-point plugin system

* fix: harden plugin config and client loading

* docs(workflow): add detailed manual for publishing reme-auto-fin to PyPI

- Provide step-by-step instructions for updating project.version and merging branches
- Explain dependency verification for reme-ai on PyPI during build
- Specify requirements for GitHub Actions secret configuration and version uniqueness
- Describe manual workflow triggering and input of version number
- Recommend publishing order for related projects
- Clarify that only manual dispatch triggers publishing, no automatic triggers on push or tag

* feat: support plugin-defined component types

* refactor: simplify plugin configuration

* fix: isolate plugin loading and defer client fallback

* refactor: freeze built-in component registry

* fix: isolate config entry point loading

* fix: complete auto-fin package metadata
2026-08-19 17:23:23 +08:00
jinliyl
e256c556ca
feat: add workspace web APIs and star growth report (#416) 2026-08-05 18:03:37 +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
Sen Huang
1c08eaa559
fix: enforce markdown chunk byte limits (#370)
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2026-07-17 22:03:58 +08:00
Sen Huang
987f275985
fix: bound markdown chunking for large section trees (#369) 2026-07-17 17:57:56 +08:00
jinliyl
329fd9a6a6
refactor(config): remove max_file_bytes limit from background jobs (#367)
- Removed max_file_bytes configuration from index_update_loop, resource_watch_loop, digest_watch_loop, and reindex jobs
- Updated default.yaml to reflect simplified job configurations without file size limits
- Removed corresponding test case that validated the 20 MiB limit behavior
- Simplified watch directories and suffixes to basic configurations
- Cleaned up unnecessary commented configurations in the YAML file
2026-07-17 11:26:39 +08:00
jinliyl
2eb05392c6
chore(benchmark): remove longmemeval final answer review file (#366)
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* feat(benchmark): add final answer review step for evaluation

- Introduce FinalAnswerReviewStep to handle answer validation
- Add final_answer_review.jsonl dataset with 24 evaluation cases
- Include detailed reasoning and golden check results for each case
- Support various question types including temporal reasoning and preferences
- Implement time consistency checks for session references
- Add comprehensive test coverage for different evaluation scenarios

* chore(benchmark): remove longmemeval final answer review file

- Removed final_answer_review.jsonl containing 23 evaluation records
- Deleted question_id mappings with detailed reasoning for golden answers
- Removed answer correctness assessments and session time validation checks
- Cleaned up benchmark dataset used for memory evaluation testing
- Eliminated JSONL format evaluation results for temporal reasoning tasks
- Removed references to various session IDs and time-based validations

* config(default): disable shell step configuration by commenting out

- Commented out the shell step configuration in default.yaml
- Disabled asynchronous shell command execution capability
- Removed shell step from available backend operations
- Preserved traverse backend configuration unchanged

* refactor(tests): remove unused shell job test from config parser tests

- Removed test_default_config_registers_shell_job function that was no longer needed
- Kept existing test for frontmatter chunk metadata configuration
- Cleaned up test suite by removing obsolete test case
2026-07-16 20:32:28 +08:00
jinliyl
c3b1e93918
feat(index): add file size limits and oversized file handling (#362)
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* 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
jinliyl
2e87b7a52e
feat(core): add shell execution and runtime memory status (#344)
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* feat(core): add shell command execution and memory status reporting

- Introduce ShellStep for executing shell commands with timeout support
- Add StatusStep to report memory estimates for stateful data components
- Register shell and status commands in default configuration
- Update documentation with new reme status and shell command capabilities
- Implement comprehensive unit tests for both new step types
- Add support for asynchronous command execution with proper error handling

* feat(config): add log_config option to suppress config loading logs

- Add log_config parameter to resolve_app_config function with default True
- Conditionally log config loading messages based on log_config flag
- Update reme.py and service_utils.py to use log_config=False for client calls
- Suppress config logging in user-facing contexts to avoid output pollution

refactor(shell): rename command parameter to cmd for clarity

- Change 'command' to 'cmd' in default.yaml configuration schema
- Rename 'timeout' to 'shell_timeout' to avoid parameter name collisions
- Update ShellStep to accept both legacy and new parameter names
- Maintain backward compatibility with existing command/timeout usage

test(shell): add comprehensive tests for shell step parameter handling

- Add test cases for new cmd and shell_timeout parameter names
- Verify legacy command and timeout parameters still work
- Test blank command rejection message updated to use cmd
- Create integration test for shell parameter payload passing

* fix(shell): ensure proper environment loading and process timeout handling

- Move load_env() call to execute before parse_args() in main function
- Add proper process group killing for timeout scenarios on POSIX systems
- Implement recursive child process termination on Windows for proper cleanup
- Change parameter name from 'timeout' to 'shell_timeout' in shell execution
- Remove support for legacy 'command' and 'timeout' parameter names
- Update test cases to verify new timeout behavior and parameter requirements
- Add comments explaining component size tracking implementation details
2026-07-14 16:31:41 +08:00
Ziyang Guo
c5eefe4da3
fix(search): expose markdown frontmatter on chunks (#314)
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* fix(search): expose markdown frontmatter on chunks

* style(search): apply pre-commit formatting

* fix(search): make frontmatter chunk metadata opt-in

* fixup! fix(search): expose markdown frontmatter on chunks

* feat(markdown): add include_frontmatter_keys_in_metadata allow-list opt-in

---------

Co-authored-by: RerankerGuo <1875366113@qq.com>
Co-authored-by: Ziyang Guo <121015044+RunMarshal@users.noreply.github.com>
2026-07-08 17:59:55 +09:00
jinliyl
ffb4d08c4f
feat(mem): Enhance daily note system with metadata handling and write functionality (#295)
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* 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
206a53e5ed
init: reme version 0.4.0 (#284) 2026-06-22 15:41:19 +08:00
Renamed from tests4/unit/test_config_parser.py (Browse further)