ReMe/plugins/auto-fin/README.md
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fix(release): harden embedding store and plugins for ReMe 0.4.1.9 (#503)
* chore(release): prepare ReMe 0.4.1.9

* refactor(config): remove daily_cookbook and streamline plugin configs

- Delete the entire daily_cookbook.yaml standalone application config
- Remove qwenpaw dependencies verification and related CI workflow steps
- Simplify release workflows by removing qwenpaw verification and enforcing reme-ai >=0.4.1.9
- Update plugin start commands and examples to use 'default' or 'demo' configs instead of daily_cookbook
- Adjust imports and tests related to daily_cookbook removal and injected_job_kwargs enhancements
- Refactor agent wrapper to support injected_job_kwargs for job parameter injection in auto-fin and daily-paper
- Improve daily_paper digest prompt to include configured daily directory and correct historical search constraints
- Update dependency versions in pyproject.toml files to require reme-ai >=0.4.1.9 and remove qwenpaw optional dependencies
- Clean up unused environment variables and obsolete test cases related to daily_cookbook and verification steps

* fix(local_embedding_store): retry batch computation on vector space changes

- Add up to 3 attempts to recompute embedding batch if vector space changes during processing
- Log warnings when maximum retries reached and discard stale results
- Prevent caching results from outdated vector spaces to maintain consistency
- Add tests to verify retry behavior and abort after continuous vector space churn

fix(daily_paper): update digest search logic and tests

- Change search to query existing memory, not only previous articles in daily_dir
- Allow multiple searches outside daily_dir but limit links to dated markdown in daily_dir before today
- Update test assertions to reflect revised search and linking rules

* fix(embedding): retry vector space changes per request
2026-08-28 11:35:04 +08:00

5.1 KiB

Auto Fin Plugin

中文

Auto Fin fetches a rolling window of CLS telegraph news (24 hours by default), selects items related to configured topics, searches ReMe for useful historical context, and writes one Chinese Markdown report with validated wikilinks. Current news and topic selection stay in runtime memory; only the final report becomes durable memory. This directory is an independent Python distribution. Its single reme.plugins entry point exposes a plugin.yaml containing the three Step backends and their Job configuration under application_defaults. Enable the installed plugin explicitly through plugins=["auto-fin"].

Auto Fin has no reliable market-price feed. It does not calculate returns, targets, or entry points and is not investment advice.

Quick start

1. Install ReMe and Auto Fin

python -m pip install "reme-ai[core]>=0.4.1.9"
reme plugins install reme-auto-fin

2. Configure the model environment

Configure the LLM environment variables as described in the ReMe model-configuration guide. Other compatible models and providers can also be used.

3. Start ReMe with the plugin

reme start plugins='["auto-fin"]'

With no explicit config, ReMe loads default.yaml and adds the plugin to that service.

From another terminal, call the running HTTP service through ReMe's CLI client:

reme auto_fin topics="黄金,AI,存储芯片"

Or call its HTTP endpoint directly:

curl -s http://127.0.0.1:2333/auto_fin \
  -H 'Content-Type: application/json' \
  -d '{"topics":"黄金,AI,存储芯片"}'

The HTTP service also exposes the same Job as the auto_fin MCP tool at /mcp. The default topics are 黄金,机器人,半导体; an empty value also uses these defaults.

To host the application with both JSON and MCP access:

reme start plugins='["auto-fin"]' \
  service.backend=http

Custom application configs must provide agent_wrapper.default and the search and read Jobs used by Auto Fin.

Pipeline

CLS public telegraph endpoint (rolling 24 hours)
        ↓
normalize and deduplicate in RuntimeContext
        ↓
topic Agent selects real news IDs in bounded batches
        ↓
research Agent uses search + read on historical memory
        ↓
validate historical wikilinks in code
        ↓
daily/YYYY-MM-DD/auto_fin.md

auto_fin_data_step signs and paginates the same endpoint used by the CLS website. It starts at the decision time and stops only after covering the exact preceding 24 hours. Requests are rate-limited and retried; malformed records and records outside the window are discarded.

auto_fin_topic_step receives batches of current news and returns only related news_id values. Code ignores unknown IDs and deduplicates repeated IDs, then preserves the source-news order. If nothing is relevant, the job succeeds as a skip without writing or sending a report.

auto_fin_merge_step receives only selected current news. It exposes search and read, and keeps current CLS IDs, times, and titles as plain evidence. The prompt limits wikilinks to historical Markdown actually used by the Agent; the code-level boundary independently keeps only existing, workspace-relative Markdown targets. Missing, absolute, escaping, backslash, and self-referential targets are degraded to their readable aliases.

Same-day reruns use the existing report as context and replace it with the revised result. The final write is atomic and refreshes the daily index. No JSONL, intermediate Markdown, or structured Agent output is written.

Parameters

Parameter Default Purpose
date "" Empty uses today in Shanghai; an explicit value must equal today
now "" Optional ISO 8601 decision time for testing or replay
topics "黄金,机器人,半导体" Comma-separated topics; empty also uses these defaults
window_hours 24 Rolling number of hours of CLS telegraph news to fetch; must be positive
request_interval 10 Minimum delay in seconds after every CLS request attempt; may be zero
max_retries 3 Maximum attempts for each CLS page request; must be at least one

The plugin cron Job starts with the application and runs daily at 18:00 in the application timezone.

Output

.reme/daily/YYYY-MM-DD/auto_fin.md

The report includes a title, description, current CLS evidence, historical analysis, contextual wikilinks, and a fixed non-investment disclaimer. Network errors and invalid Agent output fail explicitly; no relevant current news is a successful skip.

Validation

python -m pytest plugins/auto-fin -v

Unit tests mock the CLS and Agent boundaries and do not contact external services.