feat: integrate NOFXi agent into dev

2026-07-12 23:36:55 +08:00 · 2026-04-18 16:06:42 +08:00
parent 851f152c50
commit 5c4e7502d7
76 changed files with 17714 additions and 1082 deletions
--- a/agent/onboard.go
+++ b/agent/onboard.go
@@ -0,0 +1,595 @@
+package agent
+
+import (
+	"fmt"
+	"strings"
+	"time"
+
+	"golang.org/x/text/cases"
+	"golang.org/x/text/language"
+	"nofx/store"
+)
+
+var titleCaser = cases.Title(language.English)
+const setupExchangeAccountName = "Default"
+
+// Onboard handles first-time setup through natural language.
+// When there's no trader configured, the agent guides the user.
+
+// SetupState tracks where the user is in the setup flow.
+type SetupState struct {
+	Step       string // "", "await_exchange", "await_api_key", "await_api_secret", "await_passphrase", "await_ai_model", "await_ai_key"
+	Exchange   string
+	ExchangeID string
+	APIKey     string
+	APISecret  string
+	Passphrase string
+	AIProvider string
+	AIModel    string
+	AIModelID  string
+	AIKey      string
+	AIBaseURL  string
+}
+
+// needsSetup returns true if no traders are configured.
+func (a *Agent) needsSetup() bool {
+	if a.traderManager == nil {
+		return true
+	}
+	return len(a.traderManager.GetAllTraders()) == 0
+}
+
+// getSetupState loads the current setup state from user preferences.
+func (a *Agent) getSetupState(userID int64) *SetupState {
+	step, _ := a.store.GetSystemConfig(fmt.Sprintf("setup_step_%d", userID))
+	if step == "" {
+		return &SetupState{}
+	}
+	return &SetupState{
+		Step:       step,
+		Exchange:   getConfig(a.store, userID, "exchange"),
+		ExchangeID: getConfig(a.store, userID, "exchange_id"),
+		APIKey:     getConfig(a.store, userID, "api_key"),
+		APISecret:  getConfig(a.store, userID, "api_secret"),
+		Passphrase: getConfig(a.store, userID, "passphrase"),
+		AIProvider: getConfig(a.store, userID, "ai_provider"),
+		AIModel:    getConfig(a.store, userID, "ai_model"),
+		AIModelID:  getConfig(a.store, userID, "ai_model_id"),
+		AIKey:      getConfig(a.store, userID, "ai_key"),
+		AIBaseURL:  getConfig(a.store, userID, "ai_base_url"),
+	}
+}
+
+func (a *Agent) saveSetupState(userID int64, s *SetupState) {
+	a.store.SetSystemConfig(fmt.Sprintf("setup_step_%d", userID), s.Step)
+	setConfig(a.store, userID, "exchange", s.Exchange)
+	setConfig(a.store, userID, "exchange_id", s.ExchangeID)
+	setConfig(a.store, userID, "api_key", s.APIKey)
+	setConfig(a.store, userID, "api_secret", s.APISecret)
+	setConfig(a.store, userID, "passphrase", s.Passphrase)
+	setConfig(a.store, userID, "ai_provider", s.AIProvider)
+	setConfig(a.store, userID, "ai_model", s.AIModel)
+	setConfig(a.store, userID, "ai_model_id", s.AIModelID)
+	setConfig(a.store, userID, "ai_key", s.AIKey)
+	setConfig(a.store, userID, "ai_base_url", s.AIBaseURL)
+}
+
+func (a *Agent) clearSetupState(userID int64) {
+	for _, k := range []string{"step", "exchange", "exchange_id", "api_key", "api_secret", "passphrase", "ai_provider", "ai_model", "ai_model_id", "ai_key", "ai_base_url"} {
+		a.store.SetSystemConfig(fmt.Sprintf("setup_%s_%d", k, userID), "")
+	}
+}
+
+func getConfig(st *store.Store, uid int64, key string) string {
+	v, _ := st.GetSystemConfig(fmt.Sprintf("setup_%s_%d", key, uid))
+	return v
+}
+
+func setConfig(st *store.Store, uid int64, key, val string) {
+	st.SetSystemConfig(fmt.Sprintf("setup_%s_%d", key, uid), val)
+}
+
+// handleSetupFlow processes the setup conversation.
+// Returns (response, handled). If handled=false, continue to normal routing.
+func (a *Agent) handleSetupFlow(userID int64, text string, L string) (string, bool) {
+	return a.handleSetupFlowForStoreUser("default", userID, text, L)
+}
+
+func (a *Agent) handleSetupFlowForStoreUser(storeUserID string, userID int64, text string, L string) (string, bool) {
+	state := a.getSetupState(userID)
+
+	lower := strings.ToLower(text)
+
+	// Cancel setup — explicit or implicit (user asking unrelated questions)
+	if lower == "cancel" || lower == "取消" || lower == "/cancel" {
+		a.clearSetupState(userID)
+		return a.setupMsg(L, "cancelled"), true
+	}
+
+	// If in a step that expects a key/secret, check if user is NOT sending a key
+	// Keys are typically long strings without spaces and Chinese characters
+	if state.Step == "await_api_key" || state.Step == "await_api_secret" || state.Step == "await_passphrase" || state.Step == "await_ai_key" {
+		trimmed := strings.TrimSpace(text)
+		hasChinese := false
+		for _, r := range trimmed {
+			if r >= 0x4e00 && r <= 0x9fff {
+				hasChinese = true
+				break
+			}
+		}
+		hasSpaces := strings.Contains(trimmed, " ") && !strings.HasPrefix(trimmed, "sk-")
+		tooShort := len(trimmed) < 8
+
+		if hasChinese || hasSpaces || tooShort {
+			// User is probably asking a question, not providing a key
+			a.clearSetupState(userID)
+			if L == "zh" {
+				return "👌 配置已暂停。我先回答你的问题——\n\n随时发送 *开始配置* 继续配置。", false
+			}
+			return "👌 Setup paused. Let me answer your question first—\n\nSend *setup* anytime to continue.", false
+		}
+	}
+
+	switch state.Step {
+	case "await_exchange":
+		return a.handleExchangeChoice(userID, text, state, L)
+	case "await_api_key":
+		state.APIKey = strings.TrimSpace(text)
+		state.Step = "await_api_secret"
+		a.saveSetupState(userID, state)
+		return a.setupMsg(L, "ask_secret"), true
+	case "await_api_secret":
+		state.APISecret = strings.TrimSpace(text)
+		// OKX/Bitget/KuCoin need passphrase
+		if needsPassphrase(state.Exchange) {
+			state.Step = "await_passphrase"
+			a.saveSetupState(userID, state)
+			return a.setupMsg(L, "ask_passphrase"), true
+		}
+		exchangeID, err := a.saveSetupExchange(storeUserID, state)
+		if err != nil {
+			a.logger.Error("save exchange from setup failed", "error", err, "exchange", state.Exchange, "store_user_id", storeUserID)
+			if L == "zh" {
+				return fmt.Sprintf("⚠️ 交易所配置保存失败: %v\n请再试一次，或稍后去 Web UI 继续。", err), true
+			}
+			return fmt.Sprintf("⚠️ Failed to save exchange config: %v\nPlease try again, or continue later in the Web UI.", err), true
+		}
+		state.ExchangeID = exchangeID
+		state.Step = "await_ai_model"
+		a.saveSetupState(userID, state)
+		if L == "zh" {
+			return "✅ 交易所配置已保存，在配置页里现在就能看到。\n\n" + a.setupMsg(L, "ask_ai"), true
+		}
+		return "✅ Exchange config saved. It should now be visible in the config page.\n\n" + a.setupMsg(L, "ask_ai"), true
+	case "await_passphrase":
+		state.Passphrase = strings.TrimSpace(text)
+		exchangeID, err := a.saveSetupExchange(storeUserID, state)
+		if err != nil {
+			a.logger.Error("save exchange from setup failed", "error", err, "exchange", state.Exchange, "store_user_id", storeUserID)
+			if L == "zh" {
+				return fmt.Sprintf("⚠️ 交易所配置保存失败: %v\n请再试一次，或稍后去 Web UI 继续。", err), true
+			}
+			return fmt.Sprintf("⚠️ Failed to save exchange config: %v\nPlease try again, or continue later in the Web UI.", err), true
+		}
+		state.ExchangeID = exchangeID
+		state.Step = "await_ai_model"
+		a.saveSetupState(userID, state)
+		if L == "zh" {
+			return "✅ 交易所配置已保存，在配置页里现在就能看到。\n\n" + a.setupMsg(L, "ask_ai"), true
+		}
+		return "✅ Exchange config saved. It should now be visible in the config page.\n\n" + a.setupMsg(L, "ask_ai"), true
+	case "await_ai_model":
+		return a.handleAIChoice(storeUserID, userID, text, state, L)
+	case "await_ai_key":
+		state.AIKey = strings.TrimSpace(text)
+		aiModelID, err := a.saveSetupAIModel(storeUserID, state)
+		if err != nil {
+			a.logger.Error("save AI model from setup failed", "error", err, "provider", state.AIProvider, "store_user_id", storeUserID)
+			if L == "zh" {
+				return fmt.Sprintf("⚠️ AI 模型配置保存失败: %v\n请再试一次，或稍后去 Web UI 继续。", err), true
+			}
+			return fmt.Sprintf("⚠️ Failed to save AI model config: %v\nPlease try again, or continue later in the Web UI.", err), true
+		}
+		state.AIModelID = aiModelID
+		return a.finishSetup(storeUserID, userID, state, L)
+	}
+
+	// Not in setup flow — only enter setup for a tiny set of explicit commands.
+	// Natural-language configuration requests should go to the planner first,
+	// including phrases like "开始配置" or "帮我配置交易所".
+	if isDirectSetupCommand(lower) {
+		state.Step = "await_exchange"
+		a.saveSetupState(userID, state)
+		return a.setupMsg(L, "ask_exchange"), true
+	}
+
+	// Everything else — let normal routing handle it
+	return "", false
+}
+
+func isDirectSetupCommand(text string) bool {
+	text = strings.ToLower(strings.TrimSpace(text))
+	if text == "" {
+		return false
+	}
+	switch text {
+	case "setup", "/setup":
+		return true
+	default:
+		return false
+	}
+}
+
+func (a *Agent) handleExchangeChoice(userID int64, text string, state *SetupState, L string) (string, bool) {
+	lower := strings.ToLower(strings.TrimSpace(text))
+
+	exchanges := map[string]string{
+		"binance": "binance", "币安": "binance", "1": "binance",
+		"okx": "okx", "欧易": "okx", "2": "okx",
+		"bybit": "bybit", "3": "bybit",
+		"bitget": "bitget", "4": "bitget",
+		"gate": "gate", "5": "gate",
+		"kucoin": "kucoin", "库币": "kucoin", "6": "kucoin",
+		"hyperliquid": "hyperliquid", "7": "hyperliquid",
+	}
+
+	ex, ok := exchanges[lower]
+	if !ok {
+		return a.setupMsg(L, "invalid_exchange"), true
+	}
+
+	state.Exchange = ex
+	state.Step = "await_api_key"
+	a.saveSetupState(userID, state)
+
+	if L == "zh" {
+		return fmt.Sprintf("✅ 选择了 *%s*\n\n请发送你的 API Key：", titleCaser.String(ex)), true
+	}
+	return fmt.Sprintf("✅ Selected *%s*\n\nPlease send your API Key:", titleCaser.String(ex)), true
+}
+
+func (a *Agent) handleAIChoice(storeUserID string, userID int64, text string, state *SetupState, L string) (string, bool) {
+	lower := strings.ToLower(strings.TrimSpace(text))
+
+	models := map[string]struct{ provider, model, url string }{
+		"deepseek":  {"deepseek", "deepseek-chat", "https://api.deepseek.com/v1"},
+		"1":         {"deepseek", "deepseek-chat", "https://api.deepseek.com/v1"},
+		"qwen":      {"qwen", "qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
+		"通义":       {"qwen", "qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
+		"2":         {"qwen", "qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
+		"openai":    {"openai", "gpt-4o", "https://api.openai.com/v1"},
+		"gpt":       {"openai", "gpt-4o", "https://api.openai.com/v1"},
+		"3":         {"openai", "gpt-4o", "https://api.openai.com/v1"},
+		"claude":    {"claude", "claude-3-5-sonnet-20241022", "https://api.anthropic.com/v1"},
+		"4":         {"claude", "claude-3-5-sonnet-20241022", "https://api.anthropic.com/v1"},
+		"skip":      {"", "", ""},
+		"跳过":       {"", "", ""},
+		"5":         {"", "", ""},
+	}
+
+	choice, ok := models[lower]
+	if !ok {
+		return a.setupMsg(L, "invalid_ai"), true
+	}
+
+	if choice.model == "" {
+		// Skip AI, just create trader with exchange
+		state.AIProvider = ""
+		state.AIModel = ""
+		state.AIModelID = ""
+		state.AIKey = ""
+		return a.finishSetup(storeUserID, userID, state, L)
+	}
+
+	state.AIProvider = choice.provider
+	state.AIModel = choice.model
+	state.AIBaseURL = choice.url
+	state.Step = "await_ai_key"
+	a.saveSetupState(userID, state)
+
+	if L == "zh" {
+		return fmt.Sprintf("✅ AI 模型: *%s*\n\n请发送你的 API Key：", choice.model), true
+	}
+	return fmt.Sprintf("✅ AI Model: *%s*\n\nPlease send your API Key:", choice.model), true
+}
+
+func (a *Agent) finishSetup(storeUserID string, userID int64, state *SetupState, L string) (string, bool) {
+	// Create exchange in store
+	a.logger.Info("creating trader from setup",
+		"exchange", state.Exchange,
+		"ai_model", state.AIModel,
+		"store_user_id", storeUserID,
+	)
+
+	// TODO: Use store to create exchange + trader config
+	// For now, log the config and tell user
+	a.clearSetupState(userID)
+
+	result := ""
+	maskedKey := maskKey(state.APIKey)
+	if L == "zh" {
+		result = fmt.Sprintf("🎉 *配置完成！*\n\n"+
+			"• 交易所: %s\n"+
+			"• API Key: %s\n",
+			titleCaser.String(state.Exchange), maskedKey)
+		if state.AIModel != "" {
+			result += fmt.Sprintf("• AI 模型: %s\n", state.AIModel)
+		}
+		result += "\n正在创建 Trader..."
+	} else {
+		result = fmt.Sprintf("🎉 *Setup Complete!*\n\n"+
+			"• Exchange: %s\n"+
+			"• API Key: %s\n",
+			titleCaser.String(state.Exchange), maskedKey)
+		if state.AIModel != "" {
+			result += fmt.Sprintf("• AI Model: %s\n", state.AIModel)
+		}
+		result += "\nCreating Trader..."
+	}
+
+	// Actually create the trader via store
+	err := a.createTraderFromSetupForStoreUser(storeUserID, state)
+	if err != nil {
+		a.logger.Error("create trader failed", "error", err)
+		if L == "zh" {
+			result += fmt.Sprintf("\n\n⚠️ 创建失败: %v\n交易所配置已保存，下次配置时可直接复用。\n也可以在 Web UI 中继续完成。", err)
+		} else {
+			result += fmt.Sprintf("\n\n⚠️ Failed: %v\nYour exchange config was saved, so you can reuse it next time.\nYou can also finish setup in the Web UI.", err)
+		}
+	} else {
+		if L == "zh" {
+			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"
+		} else {
+			result += "\n\n✅ Trader created! Now you can:\n• `/analyze BTC` — analyze market\n• `/positions` — view positions\n• Or just chat with me"
+		}
+	}
+
+	return result, true
+}
+
+func (a *Agent) createTraderFromSetup(state *SetupState) error {
+	return a.createTraderFromSetupForStoreUser("default", state)
+}
+
+func (a *Agent) createTraderFromSetupForStoreUser(storeUserID string, state *SetupState) error {
+	if a.store == nil {
+		return fmt.Errorf("store not available")
+	}
+	exchangeID := state.ExchangeID
+	if exchangeID == "" {
+		var err error
+		exchangeID, err = a.saveSetupExchange(storeUserID, state)
+		if err != nil {
+			return fmt.Errorf("save exchange: %w", err)
+		}
+	}
+
+	aiModelID := state.AIModelID
+	if state.AIModel != "" && state.AIKey != "" && aiModelID == "" {
+		var err error
+		aiModelID, err = a.saveSetupAIModel(storeUserID, state)
+		if err != nil {
+			a.logger.Error("save AI model", "error", err)
+		}
+	}
+
+	// Reuse an existing trader if the same exchange/model pair already exists.
+	existingTraders, err := a.store.Trader().List(storeUserID)
+	if err != nil {
+		return fmt.Errorf("list traders: %w", err)
+	}
+	for _, existing := range existingTraders {
+		if existing.ExchangeID == exchangeID && existing.AIModelID == aiModelID {
+			a.logger.Info("reusing existing trader created via chat setup",
+				"trader", existing.Name,
+				"exchange_id", exchangeID,
+				"ai_model_id", aiModelID,
+			)
+			return nil
+		}
+	}
+
+	// Create trader config
+	exchangeIDShort := exchangeID
+	if len(exchangeIDShort) > 8 {
+		exchangeIDShort = exchangeIDShort[:8]
+	}
+	modelPart := aiModelID
+	if modelPart == "" {
+		modelPart = "manual"
+	}
+	trader := &store.Trader{
+		ID:         fmt.Sprintf("%s_%s_%d", exchangeIDShort, modelPart, time.Now().UnixNano()),
+		Name:       fmt.Sprintf("NOFXi-%s", titleCaser.String(state.Exchange)),
+		UserID:     storeUserID,
+		ExchangeID: exchangeID,
+		AIModelID:  aiModelID,
+		IsRunning:  false,
+	}
+	if err := a.store.Trader().Create(trader); err != nil {
+		return fmt.Errorf("save trader: %w", err)
+	}
+
+	a.logger.Info("trader created via chat",
+		"trader", trader.Name,
+		"exchange", state.Exchange,
+		"ai", aiModelID,
+	)
+
+	return nil
+}
+
+func (a *Agent) saveSetupExchange(storeUserID string, state *SetupState) (string, error) {
+	if a.store == nil {
+		return "", fmt.Errorf("store not available")
+	}
+
+	hlWallet := ""
+	hlUnified := false
+	passphrase := state.Passphrase
+	apiKey := state.APIKey
+	apiSecret := state.APISecret
+
+	if state.Exchange == "hyperliquid" {
+		hlWallet = state.APISecret
+		apiKey = ""
+		apiSecret = state.APIKey
+	}
+
+	exchanges, err := a.store.Exchange().List(storeUserID)
+	if err != nil {
+		return "", err
+	}
+	for _, ex := range exchanges {
+		if ex.ExchangeType == state.Exchange && ex.AccountName == setupExchangeAccountName {
+			if err := a.store.Exchange().Update(
+				storeUserID, ex.ID, true,
+				apiKey, apiSecret, passphrase,
+				false,
+				hlWallet, hlUnified,
+				"", "", "",
+				"", "", "", 0,
+			); err != nil {
+				return "", err
+			}
+			return ex.ID, nil
+		}
+	}
+
+	return a.store.Exchange().Create(
+		storeUserID,
+		state.Exchange,
+		setupExchangeAccountName,
+		true,
+		apiKey, apiSecret, passphrase,
+		false,
+		hlWallet, hlUnified,
+		"", "", "",
+		"", "", "", 0,
+	)
+}
+
+func (a *Agent) saveSetupAIModel(storeUserID string, state *SetupState) (string, error) {
+	if a.store == nil {
+		return "", fmt.Errorf("store not available")
+	}
+	if state.AIProvider == "" {
+		return "", nil
+	}
+
+	modelID := state.AIProvider
+	if err := a.store.AIModel().Update(
+		storeUserID,
+		modelID,
+		true,
+		state.AIKey,
+		state.AIBaseURL,
+		state.AIModel,
+	); err != nil {
+		return "", err
+	}
+
+	if modelID == state.AIProvider {
+		modelID = fmt.Sprintf("%s_%s", storeUserID, state.AIProvider)
+	}
+	return modelID, nil
+}
+
+func maskKey(key string) string {
+	if len(key) <= 8 {
+		return "****"
+	}
+	return key[:4] + "****" + key[len(key)-4:]
+}
+
+func needsPassphrase(exchange string) bool {
+	return exchange == "okx" || exchange == "bitget" || exchange == "kucoin"
+}
+
+func containsAny(s string, words []string) bool {
+	for _, w := range words {
+		if strings.Contains(s, w) {
+			return true
+		}
+	}
+	return false
+}
+
+var setupMessages = map[string]map[string]string{
+	"welcome": {
+		"zh": "👋 你好！我是 *NOFXi*，你的 AI 交易 Agent。\n\n" +
+			"我发现你还没有配置交易所，让我帮你搞定吧！\n\n" +
+			"发送 *开始配置* 或 *setup* 开始\n" +
+			"发送 *取消* 随时退出",
+		"en": "👋 Hi! I'm *NOFXi*, your AI trading agent.\n\n" +
+			"I see you haven't configured an exchange yet. Let me help!\n\n" +
+			"Send *setup* to begin\n" +
+			"Send *cancel* to exit anytime",
+	},
+	"ask_exchange": {
+		"zh": "🏦 *选择你的交易所*\n\n" +
+			"1️⃣ Binance（币安）\n" +
+			"2️⃣ OKX（欧易）\n" +
+			"3️⃣ Bybit\n" +
+			"4️⃣ Bitget\n" +
+			"5️⃣ Gate\n" +
+			"6️⃣ KuCoin（库币）\n" +
+			"7️⃣ Hyperliquid\n\n" +
+			"发送数字或名称选择：",
+		"en": "🏦 *Choose your exchange*\n\n" +
+			"1️⃣ Binance\n" +
+			"2️⃣ OKX\n" +
+			"3️⃣ Bybit\n" +
+			"4️⃣ Bitget\n" +
+			"5️⃣ Gate\n" +
+			"6️⃣ KuCoin\n" +
+			"7️⃣ Hyperliquid\n\n" +
+			"Send number or name:",
+	},
+	"invalid_exchange": {
+		"zh": "❓ 没有识别到交易所。请发送数字 1-7 或交易所名称。",
+		"en": "❓ Exchange not recognized. Send a number 1-7 or exchange name.",
+	},
+	"ask_secret": {
+		"zh": "🔑 收到 API Key。\n\n现在请发送你的 *API Secret*：",
+		"en": "🔑 Got API Key.\n\nNow send your *API Secret*:",
+	},
+	"ask_passphrase": {
+		"zh": "🔐 收到 API Secret。\n\n这个交易所还需要 *Passphrase*，请发送：",
+		"en": "🔐 Got API Secret.\n\nThis exchange also needs a *Passphrase*. Please send it:",
+	},
+	"ask_ai": {
+		"zh": "🤖 *选择 AI 模型*\n\n" +
+			"1️⃣ DeepSeek（推荐，便宜好用）\n" +
+			"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
+}