v1.8.0: 🌙 静默期 - 舆情监控/持仓跟踪/定时报告三大自动化任务独立配置静默时段, 命中时段不发送邮件(多段/跨午夜, 日志标quiet, 水位照常推进不补发积压)

README.md

@@ -200,6 +200,8 @@ cd works/stock-advisor
 
 **防打扰机制**：`monitor_last_news_id` 水位只扫新增；首次启动只建水位不通知历史；单封邮件最多 20 条。
 
+**🌙 静默期**：可配置某些时段不发送邮件（如夜间/午休），支持多段 `23:00-07:30,12:00-13:00`（跨午夜）。命中静默时段时扫描照常、仅抑制发送（日志标记为 `quiet`，水位正常推进，不会在结束后补发积压）。在 ⏰ 自动化页开启。
+
 ### 5. 持仓跟踪智能体（engine/agent.py + chain_data.py）
 
 对**持仓（自选股）**与**目标概念/主题/股票**定期主动跟踪，由**大模型智能体 + 工作流**驱动：
@@ -219,6 +221,7 @@ cd works/stock-advisor
 - **影响度判定**：大模型输出 JSON（significance / impact_score / change_kind / summary / chain_trend），前置输出防截断，容错解析
 - **主动调度**：后台调度器按间隔（默认 60 分钟）跟踪全部持仓+目标；支持「立即跟踪全部目标/单只」
 - **重大变化通知**：impact_score ≥ 阈值（默认 65）自动邮件（股票/概念通用）
+- **🌙 静默期**：可配置某些时段不发送重大变化邮件（跟踪报告照常生成入库），在 ⏰ 自动化页开启，多段/跨午夜均支持
 - **页面 `/tracking`**：股票+概念报告总览；**⏰ 自动化**页可管理持仓与目标、查看最近报告
 
 ### 6. 系统设置（/settings）
@@ -244,6 +247,7 @@ cd works/stock-advisor
 - **全球市场数据** `global_markets` 表（模拟）：道琼斯/纳斯达克/标普/恒生/日经/KOSPI/德法英等 9 大指数
 - 报告由 DeepSeek 基于当日数据生成研判（简版+详版两次调用），失败自动降级为数据速览
 - **手动触发**：数据管理页「定时报告」卡片（🌅/🌇 按钮）+ 发送日志 `report_log` 表
+- **🌙 静默期**：数据管理页可配置报告静默时段，命中时段内不生成、不发送（日志标记为 `quiet`）
 - CLI：`python3 reports.py premarket|postmarket`
 
 ---
@@ -315,7 +319,7 @@ cd works/stock-advisor
 | 方法 | 路径 | 说明 |
 |---|---|---|
 | GET | `/api/settings` | 读取全部设置 |
-| POST | `/api/settings` | 保存设置 `{mail, llm, monitor}` |
+| POST | `/api/settings` | 保存设置 `{mail, llm, monitor, tracking, quiet}`（quiet 含 monitor/tracking/report 三任务静默期） |
 | POST | `/api/settings/test-email` | 发送测试邮件 |
 | POST | `/api/settings/test-llm` | 测试大模型连接 |
 | POST | `/api/monitor/scan` | 立即扫描新闻 |
@@ -384,6 +388,7 @@ IS_MOCK = False
 | v1.5.0 | 舆情监控与持仓跟踪合并为「⏰ 自动化」导航入口（双选项卡）；修复布尔设置存储兼容 |
 | v1.6.0 | 目标跟踪：概念/主题/股票（watch_targets），概念智能体分析+受益个股，持仓管理与目标管理，报告支持双类型 |
 | v1.7.0 | 每日定时报告：工作日 9:00 盘前 / 15:30 盘后，简版正文+详细版附件，全球市场数据，cron 定时+手动触发 |
+| v1.8.0 | 🌙 静默期：舆情监控/持仓跟踪/定时报告三大自动化任务均可独立配置静默时段（多段/跨午夜），命中时段不发送邮件（日志标记 quiet） |
 
 ---
 

app.py

@@ -561,7 +561,7 @@ def api_backtest_rebuild():
 @app.route("/api/settings")
 def api_settings():
     from settings import all_settings, mail_config, monitor_config, monitor_state, \
-        tracking_config, tracking_state
+        tracking_config, tracking_state, quiet_config
     from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL
     s = all_settings()
     mail = mail_config()
@@ -571,6 +571,11 @@ def api_settings():
         "mail": mail,
         "monitor": mono,
         "tracking": {**track, **tracking_state()},
+        "quiet": {  # 各自动化任务的静默期配置
+            "monitor": quiet_config("monitor"),
+            "tracking": quiet_config("tracking"),
+            "report": quiet_config("report"),
+        },
         "llm": {
             "base_url": s.get("llm_base_url", LLM_BASE_URL),
             "api_key": s.get("llm_api_key", LLM_API_KEY),
@@ -614,6 +619,14 @@ def api_settings_save():
         set_setting("tracking_enabled", _bool_str(track["tracking_enabled"]))
     if "tracking_notify" in track:
         set_setting("tracking_notify", _bool_str(track["tracking_notify"]))
+    # 静默期（各自动化任务独立配置）
+    quiet = body.get("quiet") or {}
+    for prefix in ("monitor", "tracking", "report"):
+        q = quiet.get(prefix) or {}
+        if "enabled" in q:
+            set_setting(f"{prefix}_quiet_enabled", _bool_str(q["enabled"]))
+        if "ranges" in q:
+            set_setting(f"{prefix}_quiet_ranges", str(q["ranges"] or "").strip())
     return jsonify({"ok": True, "msg": "设置已保存"})
 
 

engine/agent.py

@@ -19,7 +19,8 @@ import threading
 import time
 
 from database import query, query_one, execute
-from settings import tracking_config, tracking_state, set_tracking_state, mail_config
+from settings import tracking_config, tracking_state, set_tracking_state, mail_config, \
+    quiet_config, in_quiet_period
 from engine.chain_data import get_chain
 from engine.indicators import compute_indicators
 from rag.vector_store import query_vectors
@@ -287,10 +288,14 @@ def _first_heading(text):
 
 
 def _notify_if_significant(rid, stock, meta):
-    """影响度达阈值且开启通知 → 邮件（股票/概念通用）"""
+    """影响度达阈值且开启通知 → 邮件（股票/概念通用）。静默期内抑制发送。"""
     cfg = tracking_config()
     try:
         if cfg["notify"] and int(meta.get("impact_score", 0)) >= int(cfg["impact_threshold"]):
+            qc = quiet_config("tracking")
+            if qc["enabled"] and in_quiet_period(qc["ranges"]):
+                log.info("tracking notify suppressed by quiet period: %s", stock.get("name"))
+                return
             from engine.notifier import send_email
             mc = mail_config()
             nc = meta.get("news_counts") or {}

engine/notifier.py

@@ -18,7 +18,8 @@ from email.mime.text import MIMEText
 from email.utils import formataddr, formatdate
 
 from database import query, execute, query_one
-from settings import mail_config, monitor_config, monitor_state, set_monitor_state
+from settings import mail_config, monitor_config, monitor_state, set_monitor_state, \
+    quiet_config, in_quiet_period
 
 log = logging.getLogger("notifier")
 
@@ -180,27 +181,34 @@ def scan_news(force=False):
 
         sent, failed = 0, 0
         if important:
-            # 单封邮件最多带 20 条，避免超大邮件
-            shown = important[:20]
-            omitted = len(important) - len(shown)
-            items = [{"news": it["news"], "score": it["score"],
-                      "stocks": _fetch_related_names([c for c in (it["news"]["related_stocks"] or "").split(",") if c])}
-                     for it in shown]
-            subject = f"[舆情监控] {len(important)} 条重要资讯：{important[0]['news']['title'][:24]}" + \
-                      (f" 等{len(important)}条" if len(important) > 1 else "")
-            try:
-                html = build_email_html(items)
-                if omitted:
-                    html += f"<p style='color:#888;font-size:12px'>……另有 {omitted} 条重要资讯已省略，详见系统。</p>"
-                if cfg.get("email_enabled", True):
-                    send_email(subject, html)
-                    status, msg = "sent", ""
-                else:
-                    status, msg = "skipped", "邮件功能未启用"
-            except Exception as e:
-                status, msg = "failed", str(e)
-                failed = len(important)
-                log.warning("notify email fail: %s", e)
+            # 静默期判断：命中则本次不发送邮件（仍记账推进水位，避免静默结束后补发积压）
+            qc = quiet_config("monitor")
+            quiet = qc["enabled"] and in_quiet_period(qc["ranges"])
+            omitted = 0
+            if quiet:
+                status, msg = "quiet", "静默期内已抑制发送"
+            else:
+                # 单封邮件最多带 20 条，避免超大邮件
+                shown = important[:20]
+                omitted = len(important) - len(shown)
+                items = [{"news": it["news"], "score": it["score"],
+                          "stocks": _fetch_related_names([c for c in (it["news"]["related_stocks"] or "").split(",") if c])}
+                         for it in shown]
+                subject = f"[舆情监控] {len(important)} 条重要资讯：{important[0]['news']['title'][:24]}" + \
+                          (f" 等{len(important)}条" if len(important) > 1 else "")
+                try:
+                    html = build_email_html(items)
+                    if omitted:
+                        html += f"<p style='color:#888;font-size:12px'>……另有 {omitted} 条重要资讯已省略，详见系统。</p>"
+                    if cfg.get("email_enabled", True):
+                        send_email(subject, html)
+                        status, msg = "sent", ""
+                    else:
+                        status, msg = "skipped", "邮件功能未启用"
+                except Exception as e:
+                    status, msg = "failed", str(e)
+                    failed = len(important)
+                    log.warning("notify email fail: %s", e)
             # 写日志
             for it in important:
                 execute(

engine/report.py

@@ -14,7 +14,7 @@ import logging
 import time
 
 from database import query, query_one, execute
-from settings import mail_config
+from settings import mail_config, quiet_config, in_quiet_period
 from engine.analyst import llm_chat
 
 log = logging.getLogger("report")
@@ -428,8 +428,16 @@ th{{background:#f8fafc;color:#475569;}}
 
 # ===================================================================== 发送
 def send_daily_report(kind="premarket"):
-    """生成并发送报告：正文=简版，附件=详细版 HTML。返回 dict 状态"""
+    """生成并发送报告：正文=简版，附件=详细版 HTML。静默期内抑制发送。返回 dict 状态"""
     from engine.notifier import send_email
+    # 静默期判断：命中则不生成、不发送，仅记一条 quiet 日志
+    qc = quiet_config("report")
+    if qc["enabled"] and in_quiet_period(qc["ranges"]):
+        meta = KIND_META.get(kind, KIND_META["premarket"])
+        subject = f"[智能荐股] {meta['name']} {time.strftime('%Y-%m-%d')}"
+        execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
+                "VALUES(?,?,0,0,'quiet',?)", (kind, subject, "静默期内已抑制发送"))
+        return {"ok": False, "quiet": True, "msg": "静默期内已抑制发送"}
     mc = mail_config()
     brief_html, detail_html = generate_reports(kind)
     meta = KIND_META.get(kind, KIND_META["premarket"])

settings.py

@@ -4,6 +4,8 @@
 - get_setting(key, default) / set_setting(key, value) / all_settings() / save_all(dict)
 - 提供 LLM / 邮件 / 监控 三段配置的便捷读取
 """
+import time
+
 from database import query, execute, query_one
 from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL, LLM_MAX_TOKENS, \
     LLM_TEMPERATURE, LLM_TIMEOUT, MAIL_DEFAULTS, MONITOR_DEFAULTS, TRACKING_DEFAULTS
@@ -116,6 +118,52 @@ def tracking_config():
     }
 
 
+# ===================================================================== 静默期
+def quiet_config(prefix):
+    """某个自动化任务的静默期配置。prefix: monitor / tracking / report"""
+    return {
+        "enabled": _truthy(get_setting(f"{prefix}_quiet_enabled", "0")),
+        "ranges": (get_setting(f"{prefix}_quiet_ranges", "") or "").strip(),
+    }
+
+
+def in_quiet_period(ranges_str=None, now=None):
+    """判断当前时刻是否落在静默时段内。
+    ranges 格式："22:00-07:30"（支持跨午夜）或 "23:00-07:30,12:00-13:00"（多个时段逗号分隔）。
+    任一时段命中即返回 True；解析失败/空配置返回 False。
+    """
+    ranges_str = (ranges_str or "").strip()
+    if not ranges_str:
+        return False
+    if now is None:
+        now = time.localtime()
+    if hasattr(now, "tm_hour"):
+        cur = now.tm_hour * 60 + now.tm_min
+    else:  # datetime 对象
+        cur = now.hour * 60 + now.minute
+    for part in ranges_str.replace("，", ",").split(","):
+        part = part.strip()
+        if "-" not in part:
+            continue
+        try:
+            a, b = part.split("-", 1)
+            sh, sm = a.strip().split(":")
+            eh, em = b.strip().split(":")
+            start = int(sh) * 60 + int(sm)
+            end = int(eh) * 60 + int(em)
+        except Exception:
+            continue
+        if start == end:
+            continue
+        if start < end:
+            if start <= cur < end:
+                return True
+        else:  # 跨天时段，如 23:00-07:30
+            if cur >= start or cur < end:
+                return True
+    return False
+
+
 def tracking_state():
     return {
         "last_run": get_setting("tracking_last_run", ""),

static/js/admin.js

@@ -52,6 +52,26 @@ async function sendReport(kind) {
   btn.disabled = false;
 }
 
+/* 定时报告 · 静默期 */
+async function loadReportQuiet() {
+  try {
+    const d = await api('/api/settings');
+    const q = (d.quiet && d.quiet.report) || {};
+    $('#reportQuietEnabled').checked = !!q.enabled;
+    $('#reportQuietRanges').value = q.ranges || '';
+  } catch (e) {}
+}
+
+async function saveReportQuiet() {
+  try {
+    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ quiet: { report: {
+      enabled: $('#reportQuietEnabled').checked,
+      ranges: $('#reportQuietRanges').value.trim()
+    } } }) });
+    toast(r.msg || '已保存');
+  } catch (e) { toast('保存失败：' + e.message); }
+}
+
 async function loadReportLog() {
   try {
     const d = await api('/api/report/log');
@@ -62,7 +82,7 @@ async function loadReportLog() {
         <td style="color:var(--muted)">${r.sent_at}</td>
         <td>${r.kind === 'premarket' ? '🌅 盘前' : '🌇 盘后'}</td>
         <td>${escapeHtml(r.subject)}</td>
-        <td><span class="tag ${r.status === 'sent' ? 'tag-推荐' : 'tag-负'}">${r.status}</span></td>
+        <td><span class="tag ${r.status === 'sent' ? 'tag-推荐' : r.status === 'quiet' ? 'tag-关注' : 'tag-负'}">${r.status === 'sent' ? '已发送' : r.status === 'quiet' ? '🌙 静默' : '失败'}</span></td>
         <td style="color:var(--text2);font-size:12px">${escapeHtml(r.message || '')}</td>
       </tr>`).join('');
   } catch (e) {}
@@ -96,3 +116,4 @@ async function health() {
 
 refreshStats();
 loadReportLog();
+loadReportQuiet();

static/js/automation.js

@@ -21,12 +21,20 @@ async function loadAuto() {
     const cats = mono.categories || [];
     $$('#monitorCats input').forEach(c => c.checked = cats.includes(c.value));
     renderMonitorState(autoSettings.state);
+    // 静默期（舆情）
+    const mq = (autoSettings.quiet && autoSettings.quiet.monitor) || {};
+    $('#monitorQuietEnabled').checked = !!mq.enabled;
+    $('#monitorQuietRanges').value = mq.ranges || '';
     // 持仓跟踪
     $('#trackingEnabled').checked = !!tr.enabled;
     $('#trackingInterval').value = tr.interval_min;
     $('#trackingImpact').value = tr.impact_threshold;
     $('#trackingNotify').checked = !!tr.notify;
     renderTrackingState(tr);
+    // 静默期（跟踪）
+    const tq = (autoSettings.quiet && autoSettings.quiet.tracking) || {};
+    $('#trackingQuietEnabled').checked = !!tq.enabled;
+    $('#trackingQuietRanges').value = tq.ranges || '';
     loadLog();
     loadTrackReports();
     loadPositions();
@@ -61,10 +69,27 @@ function collectMonitor() {
   };
 }
 
+function collectMonitorQuiet() {
+  return {
+    enabled: $('#monitorQuietEnabled').checked,
+    ranges: $('#monitorQuietRanges').value.trim()
+  };
+}
+
+function collectTrackingQuiet() {
+  return {
+    enabled: $('#trackingQuietEnabled').checked,
+    ranges: $('#trackingQuietRanges').value.trim()
+  };
+}
+
 /* ===================== 保存 ===================== */
 async function saveMonitor() {
   try {
-    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ monitor: collectMonitor() }) });
+    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({
+      monitor: collectMonitor(),
+      quiet: { monitor: collectMonitorQuiet() }
+    }) });
     toast(r.msg || '已保存');
   } catch (e) { toast('保存失败：' + e.message); }
 }
@@ -76,7 +101,7 @@ async function saveTracking() {
       tracking_interval: $('#trackingInterval').value,
       tracking_impact_threshold: $('#trackingImpact').value,
       tracking_notify: $('#trackingNotify').checked
-    } }) });
+    }, quiet: { tracking: collectTrackingQuiet() } }) });
     toast(r.msg || '已保存');
   } catch (e) { toast('保存失败：' + e.message); }
 }
@@ -206,7 +231,7 @@ async function loadLog() {
         <td><span class="cat-tag ${n.category}">${n.category}</span></td>
         <td class="num ${pctClass(n.sentiment)}">${n.sentiment > 0 ? '利好' : n.sentiment < 0 ? '利空' : '中性'} (${Number(n.sentiment).toFixed(2)})</td>
         <td class="num"><b>${n.importance}</b></td>
-        <td><span class="tag ${n.status === 'sent' ? 'tag-推荐' : n.status === 'skipped' ? 'tag-关注' : 'tag-负'}">${n.status}</span></td>
+        <td><span class="tag ${n.status === 'sent' ? 'tag-推荐' : n.status === 'skipped' ? 'tag-关注' : n.status === 'quiet' ? 'tag-关注' : 'tag-负'}">${n.status === 'sent' ? '已发送' : n.status === 'skipped' ? '已跳过' : n.status === 'quiet' ? '🌙 静默' : '失败'}</span></td>
       </tr>`).join('');
   } catch (e) {}
 }

templates/admin.html

@@ -23,6 +23,17 @@
     自动触发已配置系统 cron：<code>0 9 * * 1-5</code> 盘前 · <code>30 15 * * 1-5</code> 盘后。<br>
     每期发送两封形态：<b>简单版</b>（邮件正文速览）+ <b>详细版</b>（HTML 附件）。发送记录见下方表格。
   </div>
+  <div class="mt16" style="border-top:1px solid var(--border);padding-top:10px">
+    <div class="between mt16">
+      <div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送报告邮件</div>
+      <label class="switch"><input type="checkbox" id="reportQuietEnabled"><span></span></label>
+    </div>
+    <div class="mt8 settings-form">
+      <div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="reportQuietRanges" placeholder="如 09:30-10:00,11:30-13:00（多段逗号分隔，支持跨午夜）" style="width:100%"></div>
+    </div>
+    <div class="mt8"><button class="btn btn-primary" onclick="saveReportQuiet()">💾 保存报告静默期</button></div>
+    <div style="color:var(--muted);font-size:12px;line-height:1.8">开启后，落在静默时段内的定时/手动报告将<span style="color:var(--gold)">不生成、不发送</span>（发送记录标记为“静默”）。</div>
+  </div>
   <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:#8b5cf6"></span>发送记录</div>
   <div style="overflow:auto;max-height:300px">
     <table>

templates/automation.html

@@ -29,6 +29,16 @@
       </div>
       <div class="sf-row" style="align-items:flex-start"><label>关键词（逗号分隔）</label><textarea class="input" id="monitorKeywords" rows="2" style="width:100%"></textarea></div>
     </div>
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
+      <div class="between mt16">
+        <div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送邮件通知</div>
+        <label class="switch"><input type="checkbox" id="monitorQuietEnabled"><span></span></label>
+      </div>
+      <div class="mt8 settings-form">
+        <div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="monitorQuietRanges" placeholder="如 22:00-07:30（跨午夜）或 23:00-07:30,12:00-13:00（多段逗号分隔）" style="width:100%"></div>
+      </div>
+      <div style="color:var(--muted);font-size:12px;line-height:1.8">开启后，落在静默时段内的扫描将<span style="color:var(--gold)">不发送邮件</span>（通知日志标记为“静默”，水位正常推进，不会在结束后补发积压）。</div>
+    </div>
     <div class="flex mt16 wrap">
       <button class="btn btn-primary" onclick="saveMonitor()">💾 保存监控设置</button>
       <button class="btn" onclick="scanNow()">⚡ 立即扫描</button>
@@ -58,6 +68,16 @@
         <label class="switch"><input type="checkbox" id="trackingNotify"><span></span></label>
       </div>
     </div>
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
+      <div class="between mt16">
+        <div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送邮件通知</div>
+        <label class="switch"><input type="checkbox" id="trackingQuietEnabled"><span></span></label>
+      </div>
+      <div class="mt8 settings-form">
+        <div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="trackingQuietRanges" placeholder="如 22:00-07:30（跨午夜）或 23:00-07:30,12:00-13:00（多段逗号分隔）" style="width:100%"></div>
+      </div>
+      <div style="color:var(--muted);font-size:12px;line-height:1.8">开启后，落在静默时段内发现的重大变化将<span style="color:var(--gold)">不发送邮件</span>（跟踪报告照常生成入库）。</div>
+    </div>
     <div class="flex mt16 wrap">
       <button class="btn btn-primary" onclick="saveTracking()">💾 保存跟踪设置</button>
       <button class="btn" onclick="runTrackAll()">⚡ 立即跟踪全部目标</button>