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966 commits

Author SHA1 Message Date
jinliyl
fd2894f939
fix: harden the 0.4.1.7 release configuration (#456)
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* fix(packaging): harden the Studio release workflow

* chore(daily-paper): tune scheduled discovery defaults

* fix(docs): link the ReMe blog to GitHub Pages

* fix(docs): increase Chinese hero title spacing

* refactor(docs): share hero title line spacing

* fix(docs): keep desktop hero copy on two lines

* fix(docs): widen the home hero description

* style(docs): loosen hero title line height

* fix(docs): hide Markdown frontmatter in rendered pages

* docs(readme): simplify installation and remove standalone ReMe Studio instructions

- Remove references to separate ReMe Studio package and static build steps
- Clarify that `core` extra includes common integrations including Studio
- Update installation instructions to use `pip install -e ".[core]"`
- Remove detailed Studio usage and frontend development instructions
- Note that Studio is included with `core` and optional via `web` extra
- Simplify Quick Start guide by removing Studio usage step
- Remove mentions of serving Studio with HTTP service when using extras
- Update both English and Chinese README files accordingly

* docs(readme): streamline and clarify memory design and operations

- Remove redundant explanations about core extra installation
- Simplify memory processing flow description for clarity
- Clarify memory workspace directory default and customization
- Condense automatic memory flow to emphasize rebuildable metadata
- Refine search functionality explanation with RRF fusion details
- Shorten and clarify agent integration description, removing redundancy
- Update and simplify the operations command list, removing less common commands
- Revise community and support section for conciseness and clarity
- Maintain parallel updates in both English and Chinese README files

* test(bump_version): add tests for version bumping and consistency checks

- Add dynamic loading of bump_version and package_studio scripts for testing
- Test that studio package and dependencies have matching versions
- Implement fixtures to write temporary version files for testing
- Add test ensuring bump_version updates all relevant files and dependencies
- Add test to reject inconsistent version sources before writing
- Refactor tests to use common REPOSITORY path variable
- Include imports and setup for pytest in test file

feat(bump_version): create script to update ReMe and Studio versions

- Implement version reading from __init__.py and pyproject.toml files
- Validate current versions are consistent across files before updating
- Update version strings atomically to avoid partial writes
- Ensure exact pinning of studio dependency in main package extras
- Validate new version format against a safe pattern
- Provide CLI interface to bump versions from command line
- Raise errors if expected version declarations or pins are missing or duplicated

* fix(release): validate split package publishing

* fix(release): improve validation diagnostics

* fix(release): sync docs and workflow inputs

* fix(release): split PyPI publish jobs
2026-08-13 17:22:00 +08:00
jinliyl
2a05914150
feat: distribute Studio as an optional package (#454) 2026-08-13 11:07:37 +08:00
jinliyl
29eb51d7ba
fix: show resolved service URL and shrink Studio preview asset (#453)
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* fix: show resolved service address in startup banner

* perf(website): reduce social preview image size

* fix: resolve MCP transport in startup banner
2026-08-12 19:37:31 +08:00
jinliyl
da9a8b7810
fix(docs): make homepage cards use direct links (#452) 2026-08-12 13:28:23 +08:00
jinliyl
dbf2a17da6
docs: expand ReMe documentation site (#451) 2026-08-12 13:18:40 +08:00
jinliyl
64249873ce
fix(website): resolve Dependabot dependency alerts (#450) 2026-08-12 12:20:41 +08:00
jinliyl
28fa636506
fix(docs): use public npm registry for Pages (#449) 2026-08-12 12:03:19 +08:00
jinliyl
52fdd446fb
docs: add standalone GitHub Pages site (#448) 2026-08-12 11:55:35 +08:00
jinliyl
ab66f2bb56
docs: refresh ReMe guides, diagrams, and Studio documentation (#447)
* docs: update ReMe documentation URL

* docs: localize ReMe Studio social image

* docs(AGENTS): update agent guidelines and repository documentation structure

- Clarify coding agent guidance for keeping changes small and consistent
- Revise project principle descriptions for clarity and modern terminology
- Expand repository map with detailed component and folder explanations
- Add configuration and CLI usage instructions, including syntax and merging rules
- Elaborate on component, step registration, and application lifecycle processes
- Define jobs, steps, and state handling conventions for stateless design
- Specify workspace and file safety policies, including path restrictions and locking
- Update validation commands and testing environment recommendations
- Clarify coding and test conventions, including style and dependency policies
- Distinguish documentation boundaries and update website content contribution notes
- Reinforce change guardrails to avoid breaking backward compatibility and data loss
- Improve svg diagram formatting and textual details in auto dream and proactive flow image

* style(docs): fix font-family syntax in SVG style definitions

- Correct quotation marks around font-family names in memory-as-file.svg
- Standardize font-family formatting by removing unnecessary quotes in reme-blog-architecture.svg
- Ensure consistent CSS style formatting within SVG files for better rendering fidelity

* docs: add ReMe blog to news

* style(docs): inline svg styles and improve text formatting

- Convert multiline SVG style tags into single-line for compactness in multiple figures
- Remove redundant line breaks in subtitle text elements for consistency
- Shorten descriptive texts in SVG figures for clarity and conciseness
- Adjust font sizes and text for better readability in SVG elements
- Correct whitespace issues in Chinese markdown document for improved formatting
- Remove unused style blocks from framework structure SVG for cleaner code
2026-08-12 10:59:03 +08:00
jinliyl
215c1f72f2
feat: refine local-first research and memory workflows (#444)
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* 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
9533c17d51
feat(web): serve workspace from HTTP service (#446)
* feat(web): add the ReMe workspace frontend

* feat(web): serve workspace from HTTP service

* test(web): satisfy pylint docstring checks

* fix(web): use same-origin API safely

* fix(web): preserve API route semantics
2026-08-11 23:32:24 +08:00
jinliyl
b8f48c8004
feat(web): add the ReMe Studio frontend (#418)
* feat(web): add the ReMe workspace frontend

* fix(web): use public npm registry in lockfile

* fix(web): address workspace review feedback

* fix(web): protect drafts and report file limits

* fix(web): finish chat streams after tab switches

* feat(web): rename frontend to ReMe Studio
2026-08-11 19:47:59 +08:00
imrewce
3924f89bb4
feat(bench): adding eval adapter for proactiveness on Pi-Bench (#439)
* feat(bench): adding eval adapter for proactiveness on Pi-Bench

* Revise README for π-Bench evaluation suite

Updated the README to reflect the new project name and description.

* fix(bench): refining pi-bench scripts according to cr comments

* fix(bench): restore agent builtin tools in prebuilt toolkit
2026-08-11 16:37:54 +08:00
jinliyl
c7dbf31c3f
docs: expand ReMe guides and agent integrations (#445) 2026-08-11 13:31:11 +08:00
imrewce
58276f740b
fix(file_io): auto appending suffix for all related steps (#430)
* fix(file_io): auto appending suffix for all related steps

* fix(file_io): covering boundary cases of potential directory input
2026-08-11 11:09:28 +08:00
imrewce
3095564313
docs: Adding pi-bench related proc performance to blog draft (#443)
* docs(blog): refine proactive section wording in zh reme-blog

* chore(doc): supplementing proc related performance
2026-08-11 10:59:51 +08:00
jinliyl
21057931a9
fix(embedding): isolate caches by vector space (#442)
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* fix(embedding): isolate caches by vector space

* fix(embedding): stabilize cache space switching

* Revert "fix(embedding): stabilize cache space switching"

This reverts commit 74193c9a0a.

* fix(embedding): include resolved OpenAI endpoint in cache ID

* fix(embedding): stabilize cache space switching

* fix(embedding): isolate Ollama endpoint caches
2026-08-10 22:42:16 +08:00
Zhaoyang Liu
5a5855f5ff
docs: refine ReMe launch blog (#440)
Co-authored-by: jinli.yl <jinli.yl@alibaba-inc.com>
2026-08-10 18:45:06 +08:00
jinliyl
072cb6a55b
feat(daily-paper): add opt-in Hugging Face mirror support (#437)
* feat(daily-paper): add Hugging Face mirror switch

* refactor(daily-paper): simplify the HF mirror switch and warn on ignored env

The switch was a three-state bool|None where None preserved the legacy
environment-driven selection, but no production caller ever passes None --
collect.py always resolves an explicit bool. Collapse it to a plain bool
defaulting to False.

HF_MIRROR_URL no longer redirects traffic on its own, so warn when it is
configured while the mirror stays disabled; a mirror-only setup would
otherwise fall back to the official site with no signal. Both READMEs now
record the behavior change and stop presenting the two mirror variables as
symmetric -- arXiv remains environment-driven while Hugging Face is gated on
the job parameter.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(daily-paper): address mirror configuration feedback

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-10 15:57:24 +08:00
imrewce
fca42f4e6c
docs(blog): refine proactive section wording in zh reme-blog (#438) 2026-08-10 15:57:16 +08:00
jinliyl
d5e0d2837b
refactor: rebuild auto-fin and daily-paper cookbooks on structured-output agents (#432)
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* refactor: rebuild auto-fin and daily-paper cookbooks on structured-output agents

Rework the auto-fin and daily-paper cookbooks to run on structured-output
LLM agents instead of Claude Code agent wrappers, replace the SSH proxy with
data-source mirrors, and rewrite the affected unit tests.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* refactor(auto_fin): unify JSON output serialization and writing

- Extracted _write_output static method to serialize and write Pydantic models as compact JSON
- Replaced inline JSON dump and write calls with _write_output usage across auto_fin steps
- Added _report_path and _current_report for managing intra-day reports in AutoFinMergeStep
- Updated auto_fin merge step to write output via new _write_output method
- Enhanced news reading with caching in AutoFinHistoryStep
- Refined returns calculation to handle events before close on non-trading days correctly

feat(daily_paper): improve note path resolution and metadata handling

- Introduced iter_note_metadata generator for safe Markdown frontmatter iteration
- Added resolve_unique_note_path to avoid note filename conflicts on disk and in used titles
- Updated analyze, collect, digest, and select steps to use centralized constants and helpers
- Used utc_now_iso for consistent timestamping in metadata
- Replaced direct frontmatter loads with iter_note_metadata in collect and analyze steps
- Replaced hardcoded paper selection count with PAPER_COUNT constant in all relevant places
- Added _MAX_SELECT_ATTEMPTS constant in select step for attempt management
- Improved error messages for filename validation in daily paper title normalization

feat(auto_fin): add multi-run cron schedules for intraday refinement

- Defined three auto_fin cron jobs at 09:30, 11:30, and 18:00 Shanghai time for gradual report updates
- Each intraday run adds evidence cumulatively instead of replacing prior output wholly
- Updated daily_cookbook.yaml to register new cron schedules and remove legacy 12:00 cron

refactor(auto_fin_data): clean ETF code handling and page limits

- Replaced hardcoded DEFAULT_ETF_CODES with required non-empty config value "etf_codes"
- Added constants for major news and fund page limits to control pagination
- Improved ETF name extraction logic to handle missing fields consistently

fix(auto_fin_merge): fix report retrieval and merging logic

- Added support for getting current intra-day report in addition to previous day's report
- Modified merge template to include prior and current report sections for better context
- Adjusted report path handling to consistently use Path objects

test(auto_fin): add coverage for returns calculation and report retrieval

- Added test for returns when event occurs before close on non-trading day, checking next session entry
- Added test for previous and current report retrieval feeding merge context with disk files
- Extended test asserts for auto_fin cron schedule changes in config

style(daily_paper): reorder and cleanup imports

- Reorganized imports in _common.py for clarity and added missing collections.abc.Iterator import
- Cleaned up commented and unused imports across daily_paper steps

* feat: add configurable upstream mirror proxy

* style: format auto-fin data step

* fix: align cookbook mirrors and contracts

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-07 23:53:14 +08:00
jinliyl
e05b201da9
feat(backend): improve workspace support for web clients (#420)
* feat(backend): improve workspace support for web clients

* fix(config): preserve the default workspace directory

* chore(reme): bump version to 0.4.1.5

- Update __version__ from 0.4.1.4 to 0.4.1.5 in initialization file

* fix(chat): disable builtin tools in read-only mode

* fix(agent): make builtin tools opt-in

* fix(list): tolerate files removed during mtime sort

* fix(chat): expose complete read-only job set
2026-08-07 23:52:56 +08:00
jinliyl
765103a597
docs(blog): add reme blog (#436)
* docs: add Chinese ReMe blog article

* fix(docs): update wiki links and adjust SVG path coordinates

- Removed file extensions from wiki link texts for consistency
- Modified path coordinates for relation lines in SVG illustration
- Added an arrow path with fill color to indicate direction in SVG diagram

* docs(blog): expand ReMe user guide and invite community contributions

- Add detailed descriptions for different ReMe user groups including intelligent agents,
  developers, researchers, engineers, and analysts
- Emphasize user control over data as editable Markdown files instead of black-box storage
- Introduce ReMe's long-term memory infrastructure accessible via multiple interfaces
- Highlight how ReMe can turn scattered information into personal knowledge networks
- Include a new "Welcome Contributions" section encouraging community involvement
- List areas for contribution such as integration, data sources, features, applications,
  documentation, and issue feedback
2026-08-07 17:36:02 +08:00
jinliyl
168b7194ab
docs: add Chinese ReMe blog article (#435) 2026-08-07 17:19:01 +08:00
lichen2015
e7b9274190
fix(stat): return text/markdown for .md files regardless of OS mime registry (#433)
On macOS, mimetypes.guess_type() may not recognize .md files, causing
stat to report application/octet-stream and breaking test assertions.
Explicitly map .md files to text/markdown so the behavior is stable
across platforms.
2026-08-07 16:31:03 +08:00
jinliyl
c5d92a24ab
feat: weave dream wikilinks into contextual prose (#428)
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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
Ziyang Guo
6503e1271c
fix(prompt): default omitted conditional flags to false (#424)
Always apply conditional-line filtering so tagged prompt lines are removed unless the corresponding boolean flag is explicitly true. Add regressions for omitted flags with and without format variables.

Test: pytest tests/unit/test_prompt_handler.py -q
2026-08-06 16:22:59 +08:00
xyf2020
23d4c96c15
refactor(benchmark): isolate per-benchmark assets and simplify LME agentic prompt (#422)
* 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

* refactor(benchmark): isolate per-benchmark assets and simplify LME agentic prompt

- Move shared benchmark/README, README_ZH, kill.sh, and results_md/*.md into
  per-benchmark subdirs (benchmark/beam/, benchmark/longmemeval/) so each
  benchmark owns its own docs, scripts, and result snapshots.
- Simplify lme/agentic_answer.yaml system prompt: drop verbose memory-system
  description, keep search strategy, draft tool, and answer rules concise.

* docs(benchmark): update LME README_ZH results to latest eval run

---------

Co-authored-by: sa-buc <jiangniurou.xyf@dail-algo011164204033.ET135>
2026-08-06 15:13:52 +08:00
jinliyl
f31daf1949
Revert "feat(backend): improve workspace support for web clients (#417)" (#419)
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This reverts commit b00eb0a9ea.
2026-08-05 23:17:08 +08:00
jinliyl
b00eb0a9ea
feat(backend): improve workspace support for web clients (#417) 2026-08-05 23:07:05 +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
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
e256c556ca
feat: add workspace web APIs and star growth report (#416) 2026-08-05 18:03:37 +08:00
Eucalyptus
d2b8872f2e
docs: link ExpG news entry to toolmemory README (#415)
Make "Experience-driven enhancement method" point to the archived benchmark page while keeping the arXiv link.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-05 17:00:19 +08:00
jinliyl
eac8223387
feat: add frontend-ready wikilink graph APIs (#414) 2026-08-05 16:45:50 +08:00
Eucalyptus
dc7df26e95
docs(benchmark): add toolmemory archive (#413)
* docs(benchmark): archive ExpG tool-use results under toolmemory

Add ToolMemory benchmark materials and link them from the root and
benchmark READMEs so ReMe documents the ExpG tool-use enhancement work.

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs: point ToolMemory news entry directly to the paper

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs(benchmark): address ToolMemory review and pre-commit

Restore benchmark index READMEs, link ExpG to WangCan1178/ExpG instead
of ReMe version notes, and format tool_memory.py for CI hooks.

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs(benchmark): align ToolMemory client with official ReMe APIs

Drop ExpG-only request fields and non-official metadata handling so the archived client matches add/summary/retrieve Tool Memory endpoints.

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs(benchmark): fix trailing whitespace in ToolMemory READMEs

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-05 16:03:03 +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
xyf2020
6b035c6553
feat(evaluation): track job calls and agent token usage in benchmarks (#406)
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* feat(counter): extend counter tree utils and record job call statistics

- replace global_counter_next with fetch-and-add style global_counter_add/inc, plus read-only global_counter_get and global_counter_get_all
- record per-job call counts in app_context.metadata via BaseJob._record_call, covering background/cron/stream jobs
- update agentic_answer step and utils exports; add unit tests for job counting and counter utils

* feat(evaluation): add check_job_count interface and report search calls in benchmarks

- Extract _counter_key from BaseJob._record_call for reusable counter lookup
- Add reme.utils.evaluation_interface.check_job_count read-only helper
- Track and report average search calls per query in beam and longmemeval benchmarks

* job counter

* token消耗量统计

* benchmark输出完整token消耗统计

* benchmark统计输出改用标准差

- beam/longmemeval 的工具调用与 token 统计由方差改为标准差输出
- 修复 lint: 局部变量遮蔽 importlib.metadata、补充测试 docstring
- black 格式化

* fix(evaluation): preserve complete token usage metrics

* fix: exclude stream replies from token accounting

* Revert "fix: exclude stream replies from token accounting"

This reverts commit 85bf32064d.

* Reapply "fix: exclude stream replies from token accounting"

This reverts commit 6722c24dc5.

* support agent scope 2.0.5

* feat: support injection_config to disable runtime state injection in benchmarks

- Add InjectionConfig passthrough in AsAgentWrapper.reply()
- Disable inject_runtime_state in BaseAgenticAnswerStep to avoid
  wall-clock time conflicting with benchmark query_time anchors
- Disable inject_runtime_state in beam/lme llm_judge calls

* feat: agentscope dual-version compat & benchmark improvements

- Add version_tuple utility for semantic version comparison
- AsAgentWrapper: version-aware InjectionConfig, max_iters doubling,
  and token usage collection (reply vs reply_stream) for AS>=2.0.5/<2.0.5
- Default inject_runtime_state=False in wrapper to avoid benchmark
  time-anchor conflicts; remove per-callsite injection_config overrides
- longmemeval run.py: support question_ids filter in dataset config
- Fix unused import in test_evaluation_interface; format fixes

* chore: remove temporary flip-test benchmark config

* revert: pin agentscope to 2.0.4.post1 and drop dual-version compat

* fix(evaluation): clarify usage semantics and atomic counters

---------

Co-authored-by: sa-buc <jiangniurou.xyf@dail-algo011164204033.ET135>
Co-authored-by: jinli.yl <jinli.yl@alibaba-inc.com>
2026-08-04 11:42:18 +08:00
Sen Huang
3d487d8d45
docs: fix ReMe documentation links (#408)
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2026-07-31 14:52:30 +08:00
Sen Huang
f3d32e203d
feat: add mail component enum (#405)
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* feat: add mail component enum

* fix format

---------

Co-authored-by: jinliyl <6469360+jinliyl@users.noreply.github.com>
2026-07-30 14:48:20 +08:00
Sen Huang
550317c3bf
Revert "feat(plugin): add ReMe integration for Codex (#372)" (#400)
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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
jinliyl
c937be9d94
refactor(auto_fin): normalize data models and selection logic across agents (#396)
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- Introduce tolerant AutoFinAgentModel base class allowing extra fields in raw Agent outputs
- Replace strict models with tolerant ones for ETF, historical event, market selection, and report outputs
- Remove redundant field validators and allow empty defaults for key string fields
- Enhance historical source path resolution to safely filter invalid or out-of-workspace paths
- Add normalization of whitespace and validation to historical event references before processing
- Implement normalization in Topic and Market Agent selections to eliminate duplicates, blanks, unknowns
- Limit Topic Agent output to top 20 ETFs and ensure sorting and deduplication of events
- Normalize final Markdown report by removing redundant headers and providing safe fallbacks
- Update agent prompts to clarify task constraints and improve instruction consistency
- Add extensive tests for normalization, filtering, and safe source resolution for historical events
2026-07-27 20:15:27 +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
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
2f79977df0
refactor(auto_fin): replace similarity with direction classification for historical events (#395)
- Add AutoFinHistoricalDirectionReference model to classify historical events by direction
- Remove AutoFinHistoricalSimilarity and related similarity score usage
- Update AutoFinMarketSelection to handle same and opposite direction event lists
- Adjust AutoFinMarketStep to calculate forecasts based on equal weights and direction signs
- Change market.yaml instructions to require direction classification instead of similarity scoring
- Modify tests to reflect direction-based classification and verify uniqueness across direction groups
- Improve DingTalkWaitStep to support reconnect on server request with proper disconnect reason handling
2026-07-27 11:52:23 +08:00
Amir Fathi
0522135791
fix(file_io): stop ReadStep small-file path over-counting total lines by 1 (#389)
content.split("\n") yields a trailing empty element for any file ending in a
newline, inflating total by 1 and letting a start_line one past real EOF be
silently accepted instead of rejected. Mirrors the trailing-newline correction
default_file_chunker already applies, and matches the large-file path's
line-by-line count.

Fixes #388
2026-07-27 11:01:09 +08:00
jinliyl
11fe50d89c
refactor(auto_fin/history_search): improve historical event resolution and error handling (#394)
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- Separate candidate source file resolution from event resolution logic
- Allow fallback to date-derived daily news file if original source is missing
- Check existence and validity of historical source files more robustly
- Handle multiple candidate source files and aggregate matches before validation
- Gather and log resolution limitations without stopping processing
- Return resolved events along with a list of resolution warnings
- Update related code to consume new return signature and merge limitations
- Add detailed validation on source path relativity and file naming conventions
2026-07-26 19:00:46 +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