Feat/terminal phase3 execution

.env.example

@@ -58,4 +58,28 @@ EMBEDDING_MODEL="litellm_proxy/BAAI/bge-large-en-v1.5"
 # FT_DOCKER_ENABLE_CACHE=True
 # DS_DOCKER_ENABLE_CACHE=True
 # Senario Configs:
+# ==========================================
+
+# ==========================================
+# Qlib + Docker (finance quant scenarios)
+# ==========================================
+# Run Qlib backtests inside the RD-Agent Qlib image instead of conda:
+# MODEL_CoSTEER_env_type=docker
+#
+# Optional: use your local Qlib clone on the host (directory that contains setup.py), e.g. Desktop\QLIB\qlib.
+# It is mounted at /workspace/qlib in the container (editable install in the image then sees your sources).
+# QLIB_DOCKER_local_qlib_repo_path=C:\Users\QWERTY\Desktop\QLIB\qlib
+#
+# Qlib data cache is still shared via ~/.qlib -> /root/.qlib in the container (download once on the host).
+# ==========================================
+
+# ==========================================
+# RD-Agent Terminal Gateway (Bybit market data)
+# ==========================================
+# GATEWAY_PORT=6900
+# BYBIT_TESTNET=true
+# BYBIT_API_KEY=
+# BYBIT_API_SECRET=
+# Empty keys are OK for public klines/tickers on testnet.
+# UI_TRACE_FOLDER=git_ignore_folder/traces
 # ==========================================

.gitignore

@@ -188,3 +188,10 @@ AGENTS.md
 !rdagent/**/AGENTS.md
 
 scripts/
+
+# RD-Agent Terminal (PR #1)
+terminal/node_modules/
+terminal/dist/
+gateway/.venv/
+gateway/**/__pycache__/
+!terminal/src/lib/

README.md

@@ -387,6 +387,23 @@ rdagent server_ui --port 19899
 
 After that, open `http://127.0.0.1:19899` in your browser.
 
+#### RD-Agent Terminal (PR #1)
+
+A new React terminal-style UI lives in `terminal/` with a FastAPI gateway in `gateway/` for Bybit market data and charts.
+
+See [docs/terminal/DEVELOPMENT.md](docs/terminal/DEVELOPMENT.md) for setup. Quick start:
+
+```sh
+# Terminal 1 — gateway
+cd gateway && pip install -r requirements.txt
+uvicorn app.main:app --host 0.0.0.0 --port 6900 --reload
+
+# Terminal 2 — frontend
+cd terminal && npm install && npm run dev
+```
+
+Open `http://localhost:5173`. Legacy Vue UI in `web/` remains unchanged.
+
 #### Common Notes
 
 Port `19899` is used in the examples above. Before starting either UI, check whether this port is already occupied. If it is, please change it to another available port.

docker-compose.terminal.yml

@@ -0,0 +1,21 @@
+services:
+  gateway:
+    build:
+      context: ./gateway
+    ports:
+      - "6900:6900"
+    env_file:
+      - .env
+    environment:
+      BYBIT_TESTNET: "${BYBIT_TESTNET:-true}"
+      EXECUTION_MODE: "${EXECUTION_MODE:-paper}"
+      MAX_ORDER_NOTIONAL: "${MAX_ORDER_NOTIONAL:-1000}"
+      MAX_POSITION_USD: "${MAX_POSITION_USD:-5000}"
+      DAILY_LOSS_LIMIT: "${DAILY_LOSS_LIMIT:-500}"
+
+  redis:
+    image: redis:7-alpine
+    ports:
+      - "6379:6379"
+    profiles:
+      - cache

docs/terminal/DEVELOPMENT.md

@@ -0,0 +1,135 @@
+# RD-Agent Terminal — Development Guide
+
+## Prerequisites
+
+| Tool | Version |
+|------|---------|
+| Node.js | 20+ |
+| Python | 3.10+ |
+| npm | 10+ |
+| Docker Desktop | optional (gateway container) |
+
+## Quick Start (local)
+
+### 1. Gateway (FastAPI)
+
+```powershell
+cd gateway
+python -m venv .venv
+.\.venv\Scripts\Activate.ps1
+pip install -r requirements.txt
+uvicorn app.main:app --host 0.0.0.0 --port 6900 --reload
+```
+
+Verify:
+
+```powershell
+curl http://localhost:6900/api/v1/health
+curl "http://localhost:6900/api/v1/market/klines?symbol=BTCUSDT&interval=60&limit=10"
+```
+
+OpenAPI docs: http://localhost:6900/docs
+
+### 2. Terminal (React)
+
+```powershell
+cd terminal
+npm install
+npm run dev
+```
+
+Open: http://localhost:5173
+
+Vite proxies `/api` to `http://localhost:6900`.
+
+## Environment
+
+Copy root `.env.example` to `.env` and set:
+
+```env
+GATEWAY_PORT=6900
+BYBIT_TESTNET=true
+BYBIT_API_KEY=
+BYBIT_API_SECRET=
+
+# Phase 3 — Execution (paper by default)
+EXECUTION_MODE=paper
+MAX_ORDER_NOTIONAL=1000
+MAX_POSITION_USD=5000
+DAILY_LOSS_LIMIT=500
+```
+
+Public klines/tickers work **without** API keys on Bybit testnet.
+
+### Bybit testnet keys (live execution)
+
+For `EXECUTION_MODE=live` on testnet:
+
+1. Create API key at [Bybit testnet](https://testnet.bybit.com/) with **Contract Trade** permissions
+2. Set `BYBIT_API_KEY` and `BYBIT_API_SECRET` in `.env`
+3. Keep `BYBIT_TESTNET=true` — mainnet is blocked in Phase 3 gateway
+
+Paper mode (`EXECUTION_MODE=paper`, default) simulates fills at mid price with no keys required.
+
+## Docker (gateway only)
+
+```powershell
+docker compose -f docker-compose.terminal.yml up --build gateway
+```
+
+## Port Map
+
+| Service | Port |
+|---------|------|
+| Terminal (Vite) | 5173 |
+| Gateway (FastAPI) | 6900 |
+| Flask server_ui (legacy) | 19899 |
+
+## Windows + qlib (Phase 2+)
+
+RD-Agent quant scenarios (`fin_factor`, `fin_model`) use qlib via Docker/WSL2.
+Terminal PR #1 does not modify qlib execution.
+
+- Use WSL2 Ubuntu for `local_qlib` Docker image
+- Set `MODEL_CoSTEER_env_type=docker` in `.env`
+- Mount `~/.qlib` for CN market data
+
+## Troubleshooting
+
+### CORS errors
+Ensure gateway `cors_origins` includes `http://localhost:5173`.
+
+### Chart empty / API errors
+1. Confirm gateway is running on port 6900
+2. Check `/api/v1/health` returns `"status": "ok"`
+3. Test klines endpoint directly in browser
+
+### Bybit 502 errors
+Upstream Bybit API may be rate-limited or unavailable. Retry after a few seconds.
+
+## Phase 2 — Agent Console + Research Lab
+
+Requires `pip install -e .` from repo root so gateway can import `rdagent`.
+
+Agent runs are orchestrated by gateway (`/api/v1/agent/*`) with WebSocket trace streaming.
+Research metrics are read from trace pickles via `/api/v1/research/*`.
+
+Legacy Vue UI (`web/`, `rdagent server_ui`) remains available but terminal is the primary UI for Phase 2+.
+
+## Phase 3 — Execution Desk
+
+Paper trading by default (`EXECUTION_MODE=paper`). Orders flow:
+
+1. Terminal **Execution Desk** → `POST /api/v1/execution/orders`
+2. Gateway **RiskManager** validates notional, position, daily loss, kill switch
+3. **PaperAdapter** (default) or **BybitAdapter** (live testnet) executes
+
+Endpoints:
+
+- `GET /api/v1/execution/status` — mode and risk limits
+- `GET /api/v1/execution/positions` — open positions
+- `GET /api/v1/execution/pnl` — P&L snapshot
+- `WS /api/v1/execution/ws/pnl` — live P&L stream
+
+Research Lab **Use as signal** prefills Execution Desk (manual confirm only).
+

docs/terminal/E2E_AGENT_RUN.md

@@ -0,0 +1,76 @@
+# E2E Agent Run — Finance Data Building (1 loop)
+
+Manual end-to-end validation for Phase 2 agent integration.
+
+## Prerequisites
+
+| Requirement | Check |
+|-------------|-------|
+| Python 3.10+ | `python --version` |
+| RD-Agent installed | `pip install -e .` from repo root |
+| LLM keys in `.env` | `OPENAI_API_KEY`, `CHAT_MODEL` |
+| Qlib data (cn) | `~/.qlib/qlib_data/cn_data` or Docker |
+| Qlib env | `MODEL_CoSTEER_env_type=docker` (WSL2/Linux) |
+| Gateway deps | `pip install -r gateway/requirements.txt` |
+
+## Start services
+
+```powershell
+# Terminal 1 — Gateway
+cd gateway
+uvicorn app.main:app --host 0.0.0.0 --port 6900 --reload
+
+# Terminal 2 — React UI
+cd terminal
+npm run dev
+```
+
+Open http://localhost:5173 → **Agent Console** tab.
+
+## Run test
+
+1. Scenario: **Finance Data Building**
+2. Loops: **1**
+3. Click **Run Agent**
+4. Observe trace ID in history panel
+5. WebSocket / poll should show tags in order:
+   - `research.hypothesis`
+   - `research.experiment`
+   - `feedback.metric`
+   - `END` (or loop completion)
+
+## Verify Research Lab
+
+1. Switch to **Research Lab** tab
+2. Select the new trace in Experiments list
+3. **Qlib Metrics** table shows loop metrics (IC, annualized return, etc.)
+4. **Equity Curve** shows bench/strategy/excess lines
+5. **Amber dots** = rebalance markers from `ret.pkl`
+
+## API smoke (optional)
+
+```powershell
+# List experiments
+curl http://localhost:6900/api/v1/research/experiments
+
+# Returns + markers (replace TRACE_ID)
+curl http://localhost:6900/api/v1/research/experiments/TRACE_ID/returns
+```
+
+## Troubleshooting
+
+| Symptom | Fix |
+|---------|-----|
+| `ModuleNotFoundError: rdagent` | `pip install -e .` from repo root |
+| Agent subprocess exits immediately | Check `.env` LLM keys; gateway logs |
+| No experiments in Research Lab | Wait for trace to finish; check `trace_folder` in gateway config |
+| Empty equity curve | Trace may lack `Quantitative Backtesting Chart` pickle |
+| Qlib docker errors | WSL2 + Docker; see main README qlib section |
+
+## Success criteria
+
+- [ ] Agent run completes 1 loop without crash
+- [ ] Trace visible in Agent Console history
+- [ ] Research Lab shows metrics for trace
+- [ ] Equity curve renders with markers
+- [ ] Gateway tests pass: `pytest gateway/tests -q`