mirror of
https://github.com/NoFxAiOS/nofx.git
synced 2026-07-09 05:51:01 +08:00
feat: conversational onboarding — setup exchange & AI via chat
Users no longer need Web UI to configure NOFXi. The agent guides them through setup via natural language: 1. First message → agent detects no traders → shows welcome 2. User says '开始配置' or 'setup' 3. Agent asks: which exchange? (1-7, name, or Chinese name) 4. Agent asks: API Key → API Secret → Passphrase (if needed) 5. Agent asks: which AI model? (DeepSeek/Qwen/GPT/Claude/Skip) 6. Agent asks: AI API Key 7. Agent creates Exchange + AIModel + Trader in NOFX store 8. Done. User can immediately start using /analyze, /positions, etc. Features: - Full Chinese/English bilingual flow - Cancel anytime with '取消' or 'cancel' - State persisted in SystemConfig (survives restarts) - Supports all 7 exchanges + 4 AI providers - OKX/Bitget/KuCoin auto-asks for Passphrase - API keys stored encrypted via NOFX crypto service
This commit is contained in:
shinchan-zhai
@@ -152,6 +152,11 @@ func (a *Agent) HandleMessage(ctx context.Context, userID int64, text string) (s
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a.logger.Info("agent message", "user_id", userID, "text", text)
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// Setup flow — if no traders configured, guide user through setup
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if resp, handled := a.handleSetupFlow(userID, text, lang); handled {
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return resp, nil
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}
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intent := a.router.Route(text)
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switch intent.Type {
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427
agent/onboard.go
Normal file
427
agent/onboard.go
Normal file
@@ -0,0 +1,427 @@
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package agent
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import (
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"fmt"
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"strings"
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"nofx/store"
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)
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// Onboard handles first-time setup through natural language.
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// When there's no trader configured, the agent guides the user.
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// SetupState tracks where the user is in the setup flow.
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type SetupState struct {
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Step string // "", "await_exchange", "await_api_key", "await_api_secret", "await_passphrase", "await_ai_model", "await_ai_key"
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Exchange string
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APIKey string
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APISecret string
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Passphrase string
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AIModel string
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AIKey string
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AIBaseURL string
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}
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// needsSetup returns true if no traders are configured.
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func (a *Agent) needsSetup() bool {
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if a.traderManager == nil {
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return true
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}
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return len(a.traderManager.GetAllTraders()) == 0
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}
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// getSetupState loads the current setup state from user preferences.
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func (a *Agent) getSetupState(userID int64) *SetupState {
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step, _ := a.store.GetSystemConfig(fmt.Sprintf("setup_step_%d", userID))
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if step == "" {
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return &SetupState{}
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}
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return &SetupState{
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Step: step,
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Exchange: getConfig(a.store, userID, "exchange"),
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APIKey: getConfig(a.store, userID, "api_key"),
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APISecret: getConfig(a.store, userID, "api_secret"),
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Passphrase: getConfig(a.store, userID, "passphrase"),
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AIModel: getConfig(a.store, userID, "ai_model"),
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AIKey: getConfig(a.store, userID, "ai_key"),
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AIBaseURL: getConfig(a.store, userID, "ai_base_url"),
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}
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}
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func (a *Agent) saveSetupState(userID int64, s *SetupState) {
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a.store.SetSystemConfig(fmt.Sprintf("setup_step_%d", userID), s.Step)
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setConfig(a.store, userID, "exchange", s.Exchange)
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setConfig(a.store, userID, "api_key", s.APIKey)
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setConfig(a.store, userID, "api_secret", s.APISecret)
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setConfig(a.store, userID, "passphrase", s.Passphrase)
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setConfig(a.store, userID, "ai_model", s.AIModel)
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setConfig(a.store, userID, "ai_key", s.AIKey)
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setConfig(a.store, userID, "ai_base_url", s.AIBaseURL)
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}
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func (a *Agent) clearSetupState(userID int64) {
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for _, k := range []string{"step", "exchange", "api_key", "api_secret", "passphrase", "ai_model", "ai_key", "ai_base_url"} {
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a.store.SetSystemConfig(fmt.Sprintf("setup_%s_%d", k, userID), "")
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}
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}
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func getConfig(st *store.Store, uid int64, key string) string {
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v, _ := st.GetSystemConfig(fmt.Sprintf("setup_%s_%d", key, uid))
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return v
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}
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func setConfig(st *store.Store, uid int64, key, val string) {
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st.SetSystemConfig(fmt.Sprintf("setup_%s_%d", key, uid), val)
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}
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// handleSetupFlow processes the setup conversation.
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// Returns (response, handled). If handled=false, continue to normal routing.
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func (a *Agent) handleSetupFlow(userID int64, text string, L string) (string, bool) {
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state := a.getSetupState(userID)
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// Cancel setup
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lower := strings.ToLower(text)
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if lower == "cancel" || lower == "取消" || lower == "/cancel" {
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a.clearSetupState(userID)
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return a.setupMsg(L, "cancelled"), true
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}
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switch state.Step {
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case "await_exchange":
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return a.handleExchangeChoice(userID, text, state, L)
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case "await_api_key":
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state.APIKey = strings.TrimSpace(text)
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state.Step = "await_api_secret"
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a.saveSetupState(userID, state)
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return a.setupMsg(L, "ask_secret"), true
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case "await_api_secret":
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state.APISecret = strings.TrimSpace(text)
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// OKX/Bitget/KuCoin need passphrase
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if needsPassphrase(state.Exchange) {
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state.Step = "await_passphrase"
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a.saveSetupState(userID, state)
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return a.setupMsg(L, "ask_passphrase"), true
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}
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state.Step = "await_ai_model"
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a.saveSetupState(userID, state)
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return a.setupMsg(L, "ask_ai"), true
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case "await_passphrase":
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state.Passphrase = strings.TrimSpace(text)
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state.Step = "await_ai_model"
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a.saveSetupState(userID, state)
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return a.setupMsg(L, "ask_ai"), true
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case "await_ai_model":
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return a.handleAIChoice(userID, text, state, L)
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case "await_ai_key":
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state.AIKey = strings.TrimSpace(text)
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return a.finishSetup(userID, state, L)
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}
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// Not in setup flow — check if setup is needed and user seems to want to start
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if a.needsSetup() {
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// Any message triggers setup prompt when no trader exists
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if lower == "/help" || lower == "/status" || lower == "help" {
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return a.setupMsg(L, "welcome"), true
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}
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// Check if user is trying to set up
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if containsAny(lower, []string{"connect", "setup", "配置", "连接", "设置", "开始", "start", "初始化"}) {
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state.Step = "await_exchange"
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a.saveSetupState(userID, state)
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return a.setupMsg(L, "ask_exchange"), true
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}
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// First time — show welcome
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if state.Step == "" {
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return a.setupMsg(L, "welcome"), true
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}
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}
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return "", false
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}
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func (a *Agent) handleExchangeChoice(userID int64, text string, state *SetupState, L string) (string, bool) {
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lower := strings.ToLower(strings.TrimSpace(text))
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exchanges := map[string]string{
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"binance": "binance", "币安": "binance", "1": "binance",
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"okx": "okx", "欧易": "okx", "2": "okx",
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"bybit": "bybit", "3": "bybit",
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"bitget": "bitget", "4": "bitget",
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"gate": "gate", "5": "gate",
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"kucoin": "kucoin", "库币": "kucoin", "6": "kucoin",
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"hyperliquid": "hyperliquid", "7": "hyperliquid",
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}
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ex, ok := exchanges[lower]
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if !ok {
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return a.setupMsg(L, "invalid_exchange"), true
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}
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state.Exchange = ex
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state.Step = "await_api_key"
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a.saveSetupState(userID, state)
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if L == "zh" {
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return fmt.Sprintf("✅ 选择了 *%s*\n\n请发送你的 API Key：", strings.Title(ex)), true
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}
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return fmt.Sprintf("✅ Selected *%s*\n\nPlease send your API Key:", strings.Title(ex)), true
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}
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func (a *Agent) handleAIChoice(userID int64, text string, state *SetupState, L string) (string, bool) {
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lower := strings.ToLower(strings.TrimSpace(text))
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models := map[string]struct{ model, url string }{
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"deepseek": {"deepseek-chat", "https://api.deepseek.com/v1"},
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"1": {"deepseek-chat", "https://api.deepseek.com/v1"},
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"qwen": {"qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
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"通义": {"qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
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"2": {"qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
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"openai": {"gpt-4o", "https://api.openai.com/v1"},
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"gpt": {"gpt-4o", "https://api.openai.com/v1"},
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"3": {"gpt-4o", "https://api.openai.com/v1"},
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"claude": {"claude-3-5-sonnet-20241022", "https://api.anthropic.com/v1"},
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"4": {"claude-3-5-sonnet-20241022", "https://api.anthropic.com/v1"},
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"skip": {"", ""},
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"跳过": {"", ""},
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"5": {"", ""},
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}
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choice, ok := models[lower]
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if !ok {
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return a.setupMsg(L, "invalid_ai"), true
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}
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if choice.model == "" {
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// Skip AI, just create trader with exchange
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state.AIModel = ""
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state.AIKey = ""
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return a.finishSetup(userID, state, L)
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}
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state.AIModel = choice.model
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state.AIBaseURL = choice.url
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state.Step = "await_ai_key"
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a.saveSetupState(userID, state)
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if L == "zh" {
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return fmt.Sprintf("✅ AI 模型: *%s*\n\n请发送你的 API Key：", choice.model), true
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}
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return fmt.Sprintf("✅ AI Model: *%s*\n\nPlease send your API Key:", choice.model), true
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}
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func (a *Agent) finishSetup(userID int64, state *SetupState, L string) (string, bool) {
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// Create exchange in store
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a.logger.Info("creating trader from setup",
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"exchange", state.Exchange,
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"ai_model", state.AIModel,
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)
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// TODO: Use store to create exchange + trader config
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// For now, log the config and tell user
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a.clearSetupState(userID)
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result := ""
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if L == "zh" {
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result = fmt.Sprintf("🎉 *配置完成！*\n\n"+
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"• 交易所: %s\n"+
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"• API Key: %s...%s\n",
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strings.Title(state.Exchange),
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state.APIKey[:4], state.APIKey[len(state.APIKey)-4:])
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if state.AIModel != "" {
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result += fmt.Sprintf("• AI 模型: %s\n", state.AIModel)
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}
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result += "\n正在创建 Trader..."
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} else {
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result = fmt.Sprintf("🎉 *Setup Complete!*\n\n"+
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"• Exchange: %s\n"+
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"• API Key: %s...%s\n",
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strings.Title(state.Exchange),
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state.APIKey[:4], state.APIKey[len(state.APIKey)-4:])
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if state.AIModel != "" {
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result += fmt.Sprintf("• AI Model: %s\n", state.AIModel)
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}
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result += "\nCreating Trader..."
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}
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// Actually create the trader via store
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err := a.createTraderFromSetup(state)
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if err != nil {
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a.logger.Error("create trader failed", "error", err)
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if L == "zh" {
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result += fmt.Sprintf("\n\n⚠️ 创建失败: %v\n请在 Web UI 中手动配置。", err)
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} else {
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result += fmt.Sprintf("\n\n⚠️ Failed: %v\nPlease configure in Web UI.", err)
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}
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} else {
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if L == "zh" {
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result += "\n\n✅ Trader 已创建！现在你可以:\n• `/analyze BTC` — 分析市场\n• `/positions` — 查看持仓\n• 或者直接跟我聊天"
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} else {
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result += "\n\n✅ Trader created! Now you can:\n• `/analyze BTC` — analyze market\n• `/positions` — view positions\n• Or just chat with me"
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}
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}
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return result, true
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}
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func (a *Agent) createTraderFromSetup(state *SetupState) error {
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if a.store == nil {
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return fmt.Errorf("store not available")
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}
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// Create exchange config
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hlWallet := ""
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hlUnified := false
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passphrase := state.Passphrase
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apiKey := state.APIKey
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apiSecret := state.APISecret
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if state.Exchange == "hyperliquid" {
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hlWallet = state.APISecret
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apiKey = ""
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apiSecret = state.APIKey // private key goes as secret
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}
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exchangeID, err := a.store.Exchange().Create(
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"default", // userID
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state.Exchange, // exchangeType
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state.Exchange, // accountName
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true, // enabled
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apiKey, apiSecret, passphrase,
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false, // testnet
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hlWallet, hlUnified,
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"", "", "", // aster
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"", "", "", 0, // lighter
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)
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if err != nil {
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return fmt.Errorf("save exchange: %w", err)
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}
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// Create AI model config if provided
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aiModelID := ""
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if state.AIModel != "" && state.AIKey != "" {
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aiModelID = state.AIModel
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err := a.store.AIModel().Create(
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"default", // userID
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state.AIModel, // id
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state.AIModel, // name
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"custom", // provider
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true, // enabled
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state.AIKey, // apiKey
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state.AIBaseURL, // customAPIURL
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)
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if err != nil {
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a.logger.Error("save AI model", "error", err)
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}
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}
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// Create trader config
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trader := &store.Trader{
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Name: fmt.Sprintf("NOFXi-%s", strings.Title(state.Exchange)),
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UserID: "default",
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ExchangeID: exchangeID,
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AIModelID: aiModelID,
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IsRunning: false,
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}
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if err := a.store.Trader().Create(trader); err != nil {
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return fmt.Errorf("save trader: %w", err)
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}
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a.logger.Info("trader created via chat",
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"trader", trader.Name,
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"exchange", state.Exchange,
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"ai", aiModelID,
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)
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return nil
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}
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func needsPassphrase(exchange string) bool {
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return exchange == "okx" || exchange == "bitget" || exchange == "kucoin"
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}
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func containsAny(s string, words []string) bool {
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for _, w := range words {
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if strings.Contains(s, w) {
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return true
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}
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}
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return false
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}
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var setupMessages = map[string]map[string]string{
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"welcome": {
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"zh": "👋 你好！我是 *NOFXi*，你的 AI 交易 Agent。\n\n" +
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"我发现你还没有配置交易所，让我帮你搞定吧！\n\n" +
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"发送 *开始配置* 或 *setup* 开始\n" +
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"发送 *取消* 随时退出",
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"en": "👋 Hi! I'm *NOFXi*, your AI trading agent.\n\n" +
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"I see you haven't configured an exchange yet. Let me help!\n\n" +
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"Send *setup* to begin\n" +
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"Send *cancel* to exit anytime",
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},
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"ask_exchange": {
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"zh": "🏦 *选择你的交易所*\n\n" +
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"1️⃣ Binance（币安）\n" +
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"2️⃣ OKX（欧易）\n" +
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"3️⃣ Bybit\n" +
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"4️⃣ Bitget\n" +
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"5️⃣ Gate\n" +
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"6️⃣ KuCoin（库币）\n" +
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"7️⃣ Hyperliquid\n\n" +
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"发送数字或名称选择：",
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"en": "🏦 *Choose your exchange*\n\n" +
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"1️⃣ Binance\n" +
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"2️⃣ OKX\n" +
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"3️⃣ Bybit\n" +
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"4️⃣ Bitget\n" +
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"5️⃣ Gate\n" +
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"6️⃣ KuCoin\n" +
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"7️⃣ Hyperliquid\n\n" +
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"Send number or name:",
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},
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"invalid_exchange": {
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"zh": "❓ 没有识别到交易所。请发送数字 1-7 或交易所名称。",
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"en": "❓ Exchange not recognized. Send a number 1-7 or exchange name.",
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},
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"ask_secret": {
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"zh": "🔑 收到 API Key。\n\n现在请发送你的 *API Secret*：",
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"en": "🔑 Got API Key.\n\nNow send your *API Secret*:",
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},
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"ask_passphrase": {
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"zh": "🔐 收到 API Secret。\n\n这个交易所还需要 *Passphrase*，请发送：",
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"en": "🔐 Got API Secret.\n\nThis exchange also needs a *Passphrase*. Please send it:",
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},
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"ask_ai": {
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"zh": "🤖 *选择 AI 模型*\n\n" +
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"1️⃣ DeepSeek（推荐，便宜好用）\n" +
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"2️⃣ 通义千问 (Qwen)\n" +
|
||||
"3️⃣ OpenAI (GPT-4o)\n" +
|
||||
"4️⃣ Claude\n" +
|
||||
"5️⃣ 跳过（不配置 AI）\n\n" +
|
||||
"发送数字或名称选择：",
|
||||
"en": "🤖 *Choose AI model*\n\n" +
|
||||
"1️⃣ DeepSeek (recommended, affordable)\n" +
|
||||
"2️⃣ Qwen\n" +
|
||||
"3️⃣ OpenAI (GPT-4o)\n" +
|
||||
"4️⃣ Claude\n" +
|
||||
"5️⃣ Skip (no AI)\n\n" +
|
||||
"Send number or name:",
|
||||
},
|
||||
"invalid_ai": {
|
||||
"zh": "❓ 没有识别到 AI 模型。请发送数字 1-5 或模型名称。",
|
||||
"en": "❓ AI model not recognized. Send a number 1-5 or model name.",
|
||||
},
|
||||
"cancelled": {
|
||||
"zh": "👌 配置已取消。随时发送 *开始配置* 重新开始。",
|
||||
"en": "👌 Setup cancelled. Send *setup* anytime to restart.",
|
||||
},
|
||||
}
|
||||
|
||||
func (a *Agent) setupMsg(L, key string) string {
|
||||
if m, ok := setupMessages[key]; ok {
|
||||
if s, ok := m[L]; ok {
|
||||
return s
|
||||
}
|
||||
return m["en"]
|
||||
}
|
||||
return key
|
||||
}
|
||||
Reference in New Issue
Block a user