378 lines
15 KiB
Python
378 lines
15 KiB
Python
# -*- coding: utf-8 -*-
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"""
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新闻智能跟踪系统 - 智能分析引擎
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两级分析：
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1. 规则打分（快、无需外部依赖）：兴趣相关度 + 重要度启发式 → total_score
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2. LLM 深度分析（准、逐条）：对候选重要资讯调用 DeepSeek 输出重要度/分类/结论
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"""
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import json
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import threading
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import requests
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import config
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import db
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# 重要度启发式信号词（命中越多分越高）
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_STRONG_SIGNAL = [
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"发布", "宣布", "推出", "开源", "突破", "融资", "IPO", "上市", "收购", "并购",
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"合并", "裁员", "禁令", "制裁", "管制", "监管", "起诉", "反垄断", "罚款",
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"重大", "首个", "最强", "新规", "停止", "暂停", "安全事件", "数据泄露",
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"里程碑", "量产", "实施细则", "生效", "世界第一",
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]
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_MID_SIGNAL = [
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"升级", "更新", "合作", "投资", "签署", "获批", "中标", "测试", "开放", "公测",
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"翻倍", "增长", "新高", "新纪录", "接入", "部署", "扩大", "提升",
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]
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_WEAK_SIGNAL = ["讨论", "传闻", "预计", "可能", "或将", "消息人士", "知情人士"]
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# 大额资金/规模信号：出现强金额词且伴随大数字 → 重要度加成
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_MONEY_WORDS = ["亿美元", "亿元", "万亿", "估值", "融资", "收购", "IPO", "罚款", "大单", "募资", "基金"]
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_MONEY_BIG = ["10亿", "20亿", "50亿", "百亿", "千亿", "万亿", "估值突破", "估值超", "亿美元",
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"10 亿", "20 亿", "50 亿", "规模突破", "市值"]
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_DOMAIN_RULES = {
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"AI模型与算法": ["模型", "GPT", "DeepSeek", "大模型", "推理", "多模态", "智能体", "Agent",
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"Scaling", "思维链", "视频生成", "扩散", "检索增强", "端侧模型", "开源模型"],
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"芯片与硬件": ["芯片", "GPU", "半导体", "晶圆", "制程", "数据中心", "服务器", "AI芯片", "光刻机"],
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"云计算与算力": ["云计算", "算力", "数据中心", "集群", "云厂商", "推理集群", "超算"],
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"政策与监管": ["监管", "政策", "法案", "法规", "管制", "禁令", "制裁", "新规", "合规", "备案", "诉讼", "审查", "治理框架", "罚款"],
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"投融资": ["融资", "IPO", "投资", "收购", "并购", "估值", "募资", "上市", "风投", "D轮", "大单"],
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"企业动态": ["重组", "架构", "高管", "任命", "裁员", "人事", "部门", "收购"],
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"学术研究": ["论文", "arXiv", "研究", "实验", "学者", "基准", "团队发布"],
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"开源生态": ["开源", "GitHub", "权重", "社区", "代码", "star", "周榜"],
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}
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_IMPORTANCE_SCALE = {"strong": 32, "mid": 16, "weak": 6}
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def _text_of(a):
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return (a.get("title", "") + " " + a.get("content", "") + " " + a.get("summary", ""))
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def classify_domain(a):
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text = _text_of(a)
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best, best_hits = "", 0
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for dom, kws in _DOMAIN_RULES.items():
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hits = sum(1 for kw in kws if kw.lower() in text.lower())
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if hits > best_hits:
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best, best_hits = dom, hits
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return best
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def extract_entities(a):
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"""返回 (全部实体, 真实关注公司)"""
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text = _text_of(a)
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found, real = [], []
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for c in db.list_companies():
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name = c["name"]
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if name and name.lower() in text.lower():
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if name not in found:
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found.append(name)
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if name not in real:
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real.append(name)
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for e in a.get("entities") or []:
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if e not in found:
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found.append(e)
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return found, real
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def _keyword_hits(text):
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hits, score = [], 0
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for kw in db.list_keywords():
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if not kw["enabled"]:
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continue
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if kw["keyword"].lower() in text.lower():
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hits.append(kw["keyword"])
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score += kw["weight"]
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return hits, min(50, score)
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def _domain_score(domain):
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for dom in db.list_domains():
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if dom["enabled"] and dom["name"] == domain:
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return min(30, dom["weight"] * 4)
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return 0
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def _company_match(real_companies):
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"""返回 (相关度加分, 重要度impact)"""
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n = len(real_companies)
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if n == 0:
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return 0, 0
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return min(20, 10 + (n - 1) * 3), min(14, 8 + (n - 1) * 4)
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def _signal_score(text):
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strong = [w for w in _STRONG_SIGNAL if w in text]
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if strong:
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return min(38, _IMPORTANCE_SCALE["strong"] + 6 * (len(strong) - 1))
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mid = [w for w in _MID_SIGNAL if w in text]
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if mid:
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return min(22, _IMPORTANCE_SCALE["mid"] + 4 * (len(mid) - 1))
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return _IMPORTANCE_SCALE["weak"] if any(w in text for w in _WEAK_SIGNAL) else 0
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def _money_magnitude(text):
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if any(k in text for k in _MONEY_WORDS):
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if any(m in text for m in _MONEY_BIG):
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return 12
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return 6
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return 0
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def _recency_bonus(a):
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try:
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from datetime import datetime
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pub = datetime.strptime(a.get("published_at", ""), "%Y-%m-%d %H:%M:%S")
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hours = (datetime.now() - pub).total_seconds() / 3600
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except Exception:
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return 5
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if hours <= 6:
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return 12
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if hours <= 24:
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return 8
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if hours <= 48:
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return 4
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return 0
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def _source_weight(a):
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sid = a.get("source_id") or 0
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s = db.get_source(sid)
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if not s:
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return 0
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if s.get("kind") == "custom":
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# 定制监控无权重，是否推送由大模型按「推送标准」判断
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return 0
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return int(round(s["weight"] * 10))
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def source_is_custom(a):
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"""该资讯所属数据源是否为定制监控类型"""
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sid = a.get("source_id") or 0
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if not sid:
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return False
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s = db.get_source(sid)
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return bool(s and s.get("kind") == "custom")
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def analyze_article(aid):
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"""规则打分（立即生效）"""
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a = db.get_article(aid)
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if not a:
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return None
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text = _text_of(a)
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domain = classify_domain(a)
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entities, real = extract_entities(a)
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_, kw_score = _keyword_hits(text)
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dom_score = _domain_score(domain)
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comp_score, comp_impact = _company_match(real)
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rel = min(100, kw_score + dom_score + comp_score)
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sig = _signal_score(text)
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money = _money_magnitude(text)
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rec = _recency_bonus(a)
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src = _source_weight(a)
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imp = min(100, sig + money + rec + src + comp_impact + int(rel * 0.2))
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total = min(100, int(round(0.4 * rel + 0.6 * imp)))
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# 定制监控：规则分仅供展示，是否推送完全由大模型按「推送标准」判断（初始标记为不推送，等 LLM 结论）
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if source_is_custom(a):
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db.update_article(aid, domain=domain, entities=entities, relevance=rel,
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total_score=total, is_important=0)
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return {"id": aid, "domain": domain, "entities": entities, "relevance": rel,
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"importance_rule": imp, "total_score": total, "is_important": 0,
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"custom": True}
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threshold = int(db.get_setting("realtime_threshold", config.AUTO_DEFAULTS["realtime_threshold"]))
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is_important = 1 if (total >= threshold or (rel >= 65 and imp >= 70)) else 0
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db.update_article(
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aid, domain=domain, entities=entities, relevance=rel, total_score=total,
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is_important=is_important,
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)
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return {"id": aid, "domain": domain, "entities": entities, "relevance": rel,
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"importance_rule": imp, "total_score": total, "is_important": is_important}
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def get_llm_cfg():
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"""当前激活的大模型接口（网页可一键切换）；无则回退 config 默认"""
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p = db.get_active_provider()
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if p and p.get("base_url"):
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return {"name": p["name"], "base_url": p["base_url"].rstrip("/"),
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"api_key": p.get("api_key", ""), "model": p.get("model", "")}
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return {"name": "DeepSeek 官方", "base_url": config.LLM_BASE_URL,
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"api_key": config.LLM_API_KEY, "model": config.LLM_MODEL}
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def _llm_chat(prompt):
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"""调用大模型，返回 (content, provider_name)。激活接口失败自动切换下一可用接口。"""
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active = get_llm_cfg()
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chain = [active]
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cur = db.get_active_provider()
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if cur:
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for p in db.enabled_providers_except(cur["id"]):
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chain.append({"name": p["name"], "base_url": (p["base_url"] or "").rstrip("/"),
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"api_key": p.get("api_key", ""), "model": p.get("model", "")})
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else:
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chain.append({"name": "DeepSeek 官方", "base_url": config.LLM_BASE_URL,
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"api_key": config.LLM_API_KEY, "model": config.LLM_MODEL})
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last_err = ""
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for cfg in chain:
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if not cfg.get("base_url"):
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continue
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try:
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resp = requests.post(
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f"{cfg['base_url']}/chat/completions",
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headers={"Authorization": f"Bearer {cfg['api_key']}",
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"Content-Type": "application/json"},
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json={"model": cfg["model"],
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"messages": [{"role": "user", "content": prompt}],
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"temperature": config.LLM_TEMPERATURE,
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"max_tokens": config.LLM_MAX_TOKENS,
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"response_format": {"type": "json_object"}},
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timeout=config.LLM_TIMEOUT,
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)
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data = resp.json()
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content = data["choices"][0]["message"]["content"]
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return content, cfg.get("name", cfg["base_url"])
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except Exception as e:
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last_err = str(e)
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continue
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raise RuntimeError(f"所有大模型接口调用失败: {last_err}")
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def llm_analyze(aid):
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"""LLM 深度分析单条。
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普通源：重要度/相关度/结论；定制监控源：按「推送标准」判断是否达到推送条件。"""
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a = db.get_article(aid)
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if not a:
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return None
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if source_is_custom(a):
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src = db.get_source(a.get("source_id") or 0)
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return _llm_standard_check(a, src)
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profile = _profile_text()
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prompt = (
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"你是一位资深科技资讯分析师，专注AI领域。\n"
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f"用户兴趣画像：\n{profile}\n\n"
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f"资讯标题：{a['title']}\n"
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f"资讯内容：{a.get('content') or a.get('summary')}\n\n"
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"请只输出一个 JSON 对象（不要任何其他文字），格式：\n"
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'{"importance": 1-10的整数, "relevance": 0-100的整数, '
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'"is_important": true或false, "category": "分类名", "reason": "为什么对用户重要（40字内中文）"}'
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)
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try:
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content, _provider = _llm_chat(prompt)
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parsed = json.loads(content)
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importance = max(1, min(10, int(parsed.get("importance", 5))))
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relevance = max(0, min(100, int(parsed.get("relevance", 50))))
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is_important = 1 if parsed.get("is_important") else 0
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category = parsed.get("category", a.get("domain", ""))
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reason = parsed.get("reason", "")
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# LLM 结论与规则分融合
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total = a.get("total_score", 0)
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llm_component = int(round(importance * 10 * 0.5 + relevance * 0.2))
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total = min(100, int(round(0.6 * total + 0.4 * llm_component)))
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threshold = int(db.get_setting("realtime_threshold", config.AUTO_DEFAULTS["realtime_threshold"]))
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if is_important == 0 and total >= threshold:
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is_important = 1
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db.update_article(
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aid, importance=importance, relevance=max(relevance, a.get("relevance", 0)),
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total_score=total, is_important=is_important, analysis=reason,
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domain=category, llm_status="done",
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)
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return {"id": aid, "importance": importance, "relevance": relevance,
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"total_score": total, "is_important": is_important, "reason": reason}
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except Exception as e:
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db.update_article(aid, llm_status="error")
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if "所有大模型接口调用失败" in str(e):
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try:
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import notifier
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notifier.report_error("分析", "LLM 接口全部不可用", str(e)[:300])
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except Exception:
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pass
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return {"id": aid, "error": str(e)}
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def _llm_standard_check(a, src):
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"""定制监控源：按推送标准让大模型判断该条资讯是否达到推送条件。
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达到 → is_important=1 → 实时邮件推送；未达到 → 不推送。"""
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standard = (src.get("monitor_standard") or "").strip() or "重要资讯"
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prompt = (
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"你是一位资讯监控专员。用户配置了一个定制监控数据源，并设定了「推送标准」。\n"
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f"【推送标准】\n{standard}\n\n"
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f"【资讯标题】{a['title']}\n"
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f"【资讯内容】{a.get('content') or a.get('summary')}\n\n"
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"请严格对照推送标准判断：这条资讯是否达到应推送的程度？\n"
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"只输出一个 JSON 对象（不要任何其他文字），格式：\n"
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'{"meets_standard": true或false, "reason": "判断理由（40字内中文）"}'
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)
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try:
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content, _provider = _llm_chat(prompt)
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parsed = json.loads(content)
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meets = 1 if parsed.get("meets_standard") else 0
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reason = parsed.get("reason", "")
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db.update_article(
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a["id"], is_important=meets, analysis=reason, llm_status="done",
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importance=7 if meets else 1,
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)
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return {"id": a["id"], "meets_standard": bool(meets), "reason": reason,
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"total_score": a.get("total_score", 0), "is_important": meets,
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"custom": True}
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except Exception as e:
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db.update_article(a["id"], llm_status="error")
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if "所有大模型接口调用失败" in str(e):
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try:
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import notifier
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notifier.report_error("分析", "LLM 接口全部不可用", str(e)[:300])
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except Exception:
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pass
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return {"id": a["id"], "error": str(e)}
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def _profile_text():
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kws = "、".join(k["keyword"] for k in db.list_keywords() if k["enabled"])
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comps = "、".join(c["name"] for c in db.list_companies() if c["enabled"])
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doms = "、".join(d["name"] for d in db.list_domains() if d["enabled"])
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return f"关注关键词：{kws}\n关注公司：{comps}\n关注领域：{doms}"
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def batch_llm_analyze(limit=10):
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"""后台线程：对 pending 的资讯做 LLM 深度分析
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普通源：规则分达 llm_threshold 才分析；定制监控源：无条件分析（是否推送由大模型决定）。"""
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threshold = int(db.get_setting("llm_threshold", config.AUTO_DEFAULTS["llm_threshold"]))
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arts = db.pending_llm_articles(limit=limit)
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results = {"done": 0, "error": 0, "skipped": 0}
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for a in arts:
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if a.get("total_score", 0) < threshold and not source_is_custom(a):
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db.update_article(a["id"], llm_status="skipped")
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results["skipped"] += 1
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continue
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r = llm_analyze(a["id"])
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if r and "error" not in r:
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results["done"] += 1
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else:
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results["error"] += 1
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return results
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def run_llm_background(limit=8):
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def _job():
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try:
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batch_llm_analyze(limit=limit)
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except Exception as e:
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db.add_log("realtime", "LLM分析异常", 0, [], status="error", detail=str(e))
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try:
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import notifier
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notifier.report_error("分析", "LLM 深度分析异常", str(e)[:300])
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except Exception:
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pass
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t = threading.Thread(target=_job, daemon=True)
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t.start()
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return t
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