v1.3.0: 舆情驱动自动化(定期扫新闻→重要度评分→邮件通知) + 系统设置区(邮件SMTP/大模型接口/监控参数可配, 含测试邮件/测试LLM/立即扫描/通知日志)

app.py

@@ -60,6 +60,11 @@ def page_admin():
     return render_template("admin.html", service=SERVICE_NAME, is_mock=IS_MOCK)
 
 
+@app.route("/settings")
+def page_settings():
+    return render_template("settings.html", service=SERVICE_NAME, is_mock=IS_MOCK)
+
+
 @app.route("/stock/<code>")
 def page_stock(code):
     return render_template("stock_detail.html", code=code,
@@ -542,6 +547,96 @@ def api_backtest_rebuild():
     return jsonify({"ok": True, "msg": "全市场回测重建已启动"})
 
 
+# ------------------------------------------------------------------ 设置与舆情监控
+@app.route("/api/settings")
+def api_settings():
+    from settings import all_settings, mail_config, monitor_config, monitor_state
+    from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL
+    s = all_settings()
+    # 返回带默认值的完整配置
+    mail = mail_config()
+    mono = monitor_config()
+    return jsonify({
+        "mail": mail,
+        "monitor": mono,
+        "llm": {
+            "base_url": s.get("llm_base_url", LLM_BASE_URL),
+            "api_key": s.get("llm_api_key", LLM_API_KEY),
+            "model": s.get("llm_model", LLM_MODEL),
+        },
+        "state": monitor_state(),
+    })
+
+
+@app.route("/api/settings", methods=["POST"])
+def api_settings_save():
+    from settings import save_all, set_setting
+    body = request.get_json(silent=True) or {}
+    mail = body.get("mail") or {}
+    llm = body.get("llm") or {}
+    mono = body.get("monitor") or {}
+    # 邮件
+    for k in ("smtp_host", "smtp_port", "smtp_user", "smtp_pass", "smtp_mode",
+              "email_to", "sender_name", "email_enabled"):
+        if k in mail:
+            set_setting(k, mail[k])
+    # LLM
+    for k in ("llm_base_url", "llm_api_key", "llm_model"):
+        if k in llm:
+            set_setting(k, str(llm[k]).strip())
+    # 监控
+    for k in ("monitor_enabled", "monitor_interval", "monitor_categories",
+              "monitor_sentiment", "monitor_importance", "monitor_keywords"):
+        if k in mono:
+            set_setting(k, mono[k])
+    return jsonify({"ok": True, "msg": "设置已保存"})
+
+
+@app.route("/api/settings/test-email", methods=["POST"])
+def api_settings_test_email():
+    from settings import mail_config
+    from engine.notifier import send_email
+    body = request.get_json(silent=True) or {}
+    try:
+        cfg = mail_config()
+        send_email(
+            "[智能荐股] 邮件配置测试",
+            "<h3>✅ 邮件配置生效</h3><p>如果你收到这封邮件，说明 SMTP 设置正确，舆情通知将正常送达。</p>"
+            "<p style='color:#888'>发送时间：" + time.strftime("%Y-%m-%d %H:%M:%S") + "</p>",
+            cfg=cfg)
+        return jsonify({"ok": True, "msg": f"测试邮件已发送到 {cfg['email_to']}"})
+    except Exception as e:
+        return jsonify({"ok": False, "error": str(e)}), 500
+
+
+@app.route("/api/settings/test-llm", methods=["POST"])
+def api_settings_test_llm():
+    from settings import llm_config
+    from engine.analyst import llm_chat
+    try:
+        cfg = llm_config()
+        rep = llm_chat([{"role": "user", "content": "回复'连接正常'四个字"}], max_tokens=20)
+        return jsonify({"ok": True, "msg": f"连接成功（{cfg['model']}）：{rep[:60]}"})
+    except Exception as e:
+        return jsonify({"ok": False, "error": str(e)}), 500
+
+
+@app.route("/api/monitor/scan", methods=["POST"])
+def api_monitor_scan():
+    from engine.notifier import scan_news
+    try:
+        r = scan_news(force=True)
+        return jsonify({"ok": True, **r})
+    except Exception as e:
+        return jsonify({"ok": False, "error": str(e)}), 500
+
+
+@app.route("/api/monitor/log")
+def api_monitor_log():
+    from engine.notifier import notification_log
+    return jsonify({"items": notification_log()})
+
+
 # ------------------------------------------------------------------ 数据管理
 @app.route("/api/admin/stats")
 def api_admin_stats():
@@ -598,5 +693,7 @@ def api_admin_healthcheck():
 
 if __name__ == "__main__":
     init_db()
+    from engine.notifier import start_monitor
+    start_monitor()
     print(f"✅ {SERVICE_NAME} 启动: http://0.0.0.0:{SERVICE_PORT}")
     app.run(host=SERVICE_HOST, port=SERVICE_PORT, threaded=True)

config.py

@@ -44,3 +44,24 @@ SERVICE_PORT = 16095
 SERVICE_HOST = "0.0.0.0"
 SERVICE_NAME = "智能荐股系统"
 IS_MOCK = True             # 当前数据为模拟数据（后期接入真实数据后改为 False）
+
+# ---------------- 邮件通知（默认值，可在设置区修改） ----------------
+MAIL_DEFAULTS = {
+    "smtp_host": "mail.tphai.com",
+    "smtp_port": 587,
+    "smtp_user": "hz4th_coder@tphai.com",
+    "smtp_pass": "hz4th_coder@!",
+    "smtp_mode": "plain",           # plain(无加密) / starttls / ssl
+    "email_to": "wlq@tphai.com",
+    "sender_name": "智能荐股系统",
+}
+
+# ---------------- 舆情监控自动化（默认值，可在设置区修改） ----------------
+MONITOR_DEFAULTS = {
+    "monitor_enabled": "1",
+    "monitor_interval": "30",         # 分钟
+    "monitor_categories": "",          # 空=全部；逗号分隔如：公司,业绩,机构观点
+    "monitor_sentiment": "0.20",       # 情感绝对值权重阈值
+    "monitor_importance": "45",        # 重要度阈值(0-100)，>= 则通知
+    "monitor_keywords": "回购,中标,减持,问询,停牌,上调,下调,超预期,不及预期,预警,重组,增持,定增,业绩,退市",
+}

database.py

@@ -122,6 +122,24 @@ CREATE TABLE IF NOT EXISTS strategy_backtests (
   PRIMARY KEY (strategy, code)
 );
 
+CREATE TABLE IF NOT EXISTS settings (
+  key TEXT PRIMARY KEY,
+  value TEXT DEFAULT ''
+);
+
+CREATE TABLE IF NOT EXISTS notification_log (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  news_id INTEGER DEFAULT 0,
+  title TEXT DEFAULT '',
+  category TEXT DEFAULT '',
+  sentiment REAL DEFAULT 0,
+  importance REAL DEFAULT 0,
+  related TEXT DEFAULT '',
+  status TEXT DEFAULT 'sent',       -- sent / failed
+  message TEXT DEFAULT '',
+  sent_at TEXT DEFAULT (datetime('now','localtime'))
+);
+
 CREATE TABLE IF NOT EXISTS market_index (
   date TEXT PRIMARY KEY,
   sh REAL DEFAULT 0,   -- 上证指数（点）
@@ -188,8 +206,9 @@ def wipe_all():
     """清空业务表（保留结构）+ 重置自增序列，用于重灌数据"""
     for t in ("stock_daily", "inst_ratings", "fund_holdings", "news",
               "institutions", "stocks", "watchlist", "analysis_cache", "analysis_history",
-              "market_index", "strategy_backtests"):
+              "market_index", "strategy_backtests", "notification_log"):
         with db() as conn:
             conn.execute(f'DELETE FROM "{t}"')
     with db() as conn:
         conn.execute("DELETE FROM sqlite_sequence")   # 重置 AUTOINCREMENT，保证重灌后 ID 从 1 开始
+    # settings 保留（用户配置不清空）

engine/analyst.py

@@ -23,18 +23,21 @@ _jobs_lock = threading.Lock()
 
 # ------------------------------------------------------------------ LLM
 def llm_chat(messages, max_tokens=None, temperature=None, timeout=None):
-    """调用 DeepSeek（OpenAI 兼容）。返回最终 content（忽略推理过程）"""
+    """调用 DeepSeek（OpenAI 兼容）。返回最终 content（忽略推理过程）
+    模型/Key/地址从设置区读取（settings 覆盖 config 默认）"""
+    from settings import llm_config
+    cfg = llm_config()
     resp = requests.post(
-        f"{LLM_BASE_URL}/chat/completions",
-        headers={"Authorization": f"Bearer {LLM_API_KEY}"},
+        f"{cfg['base_url']}/chat/completions",
+        headers={"Authorization": f"Bearer {cfg['api_key']}"},
         json={
-            "model": LLM_MODEL,
+            "model": cfg["model"],
             "messages": messages,
-            "max_tokens": max_tokens or LLM_MAX_TOKENS,
-            "temperature": LLM_TEMPERATURE if temperature is None else temperature,
+            "max_tokens": max_tokens or cfg["max_tokens"],
+            "temperature": cfg["temperature"] if temperature is None else temperature,
             "stream": False,
         },
-        timeout=timeout or LLM_TIMEOUT,
+        timeout=timeout or cfg["timeout"],
     )
     resp.raise_for_status()
     data = resp.json()

engine/notifier.py

@@ -0,0 +1,251 @@
+# -*- coding: utf-8 -*-
+"""
+舆情驱动自动化：定期扫描最新新闻 → 重要度评分 → 邮件通知
+- 邮件：SMTP（plain/starttls/ssl 三种模式），配置来自设置区
+- 重要度评分（0-100）：
+  类别基础分（公司40/业绩35/机构观点30/行业25/市场15）
+  + 情感绝对值权重（|sentiment| × 权重系数 × 100）
+  + 重要关键词命中（+12/个，上限 2 个）
+  + 关联个股数（+5/只）
+- 去重：记录已处理的最大新闻 id（monitor_last_news_id），只扫描新增
+- 每次扫描结果写入 notification_log
+"""
+import logging
+import smtplib
+import threading
+import time
+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
+
+log = logging.getLogger("notifier")
+
+_scan_lock = threading.Lock()
+
+CATEGORY_BASE = {"公司": 40, "业绩": 35, "机构观点": 30, "行业": 25, "市场": 15}
+STRONG_WORDS = ["回购", "中标", "减持", "问询", "停牌", "重组", "预警",
+                "上调", "下调", "超预期", "不及预期", "增持", "定增", "退市", "处罚"]
+
+
+# ===================================================================== 邮件
+def send_email(subject, html_body, to=None, cfg=None, sender_name=None):
+    """发送 HTML 邮件。cfg 来自设置；失败抛异常（调用方捕获）"""
+    cfg = cfg or mail_config()
+    to = to or cfg["email_to"]
+    msg = MIMEText(html_body, "html", "utf-8")
+    msg["From"] = formataddr((sender_name or cfg["sender_name"], cfg["smtp_user"]))
+    msg["To"] = to
+    msg["Subject"] = subject
+    msg["Date"] = formatdate(localtime=True)
+
+    mode = cfg.get("smtp_mode", "plain")
+    if mode == "ssl":
+        server = smtplib.SMTP_SSL(cfg["smtp_host"], cfg["smtp_port"], timeout=30)
+    else:
+        server = smtplib.SMTP(cfg["smtp_host"], cfg["smtp_port"], timeout=30)
+        server.ehlo()
+        if mode == "starttls":
+            server.starttls()
+            server.ehlo()
+    server.login(cfg["smtp_user"], cfg["smtp_pass"])
+    server.sendmail(cfg["smtp_user"], [to], msg.as_string())
+    server.quit()
+    return True
+
+
+# ===================================================================== 重要度
+def importance_score(news, cfg):
+    """返回 (score, [原因...])"""
+    score = CATEGORY_BASE.get(news.get("category", "市场"), 15)
+    reasons = [f"{news.get('category','市场')}类"]
+    # 情感
+    sent = abs(float(news.get("sentiment") or 0))
+    if sent > 0.05:
+        bonus = round(sent * cfg.get("sentiment_weight", 0.2) * 100)
+        score += bonus
+        reasons.append(f"情感强度{sent:.2f}(+{bonus})")
+    # 关键词
+    text = (news.get("title") or "") + (news.get("content") or "")
+    hit = 0
+    for kw in cfg.get("keywords", []):
+        if kw and kw in text:
+            hit += 1
+            if hit > 2:
+                break
+    if hit:
+        score += hit * 12
+        reasons.append(f"关键词×{hit}(+{hit*12})")
+    # 关联个股
+    related = [c for c in (news.get("related_stocks") or "").split(",") if c]
+    if related:
+        score += min(len(related), 3) * 5
+        reasons.append(f"关联{len(related)}只个股(+{min(len(related),3)*5})")
+    return min(score, 100), reasons
+
+
+# ===================================================================== 扫描
+def _fetch_related_names(codes):
+    names = {}
+    if not codes:
+        return names
+    for c in codes:
+        r = query_one("SELECT name FROM stocks WHERE code=?", (c,))
+        if r:
+            names[c] = r["name"]
+    return names
+
+
+def build_email_html(items):
+    """把重要新闻渲染成 HTML 邮件正文"""
+    rows = []
+    for it in items:
+        n = it["news"]
+        tone = "利好" if n["sentiment"] > 0 else ("利空" if n["sentiment"] < 0 else "中性")
+        tone_color = "#e03e3e" if tone == "利好" else ("#17a34a" if tone == "利空" else "#888")
+        names = "、".join(f"{k}({v})" for k, v in it["stocks"].items()) or "—"
+        rows.append(f"""
+<tr style="border-bottom:1px solid #eee;">
+  <td style="padding:10px;">
+    <div style="font-size:15px;font-weight:bold;">{n['title']}</div>
+    <div style="color:#888;font-size:12px;margin:4px 0;">{n['category']} · {n['source']} · {n['publish_date']}</div>
+    <div style="font-size:12px;">重要度 <b>{it['score']:.0f}</b> ｜ 情感 <b style="color:{tone_color};">{tone}（{n['sentiment']:+.2f}）</b> ｜ 关联：{names}</div>
+    <div style="color:#555;font-size:13px;margin-top:4px;">{n['content'][:120]}{'…' if len(n['content']) > 120 else ''}</div>
+  </td>
+</tr>""")
+    return f"""
+<html><body style="font-family:Microsoft YaHei,Arial,sans-serif;background:#f5f6f8;padding:20px;">
+<div style="max-width:680px;margin:auto;background:#fff;border-radius:8px;overflow:hidden;border:1px solid #e5e7eb;">
+  <div style="background:#1e293b;color:#fff;padding:16px 20px;">
+    <div style="font-size:18px;font-weight:bold;">📰 舆情监控 · 重要资讯通知</div>
+    <div style="font-size:12px;opacity:.8;margin-top:4px;">智能荐股系统自动扫描 · {time.strftime('%Y-%m-%d %H:%M:%S')}</div>
+  </div>
+  <div style="padding:6px 20px 20px;">
+    <p style="color:#555;font-size:13px;">本次扫描发现 <b>{len(items)}</b> 条重要资讯（重要度达到阈值）：</p>
+    <table style="width:100%;border-collapse:collapse;">{''.join(rows)}</table>
+  </div>
+  <div style="background:#f8fafc;padding:10px 20px;color:#94a3b8;font-size:11px;text-align:center;">
+    本邮件由系统自动生成，内容基于模拟数据，仅供演示，不构成投资建议。可在系统「设置」中关闭通知。
+  </div>
+</div></body></html>"""
+
+
+def scan_news(force=False):
+    """
+    扫描一次新闻：找出新增且重要度达标的新闻，发送邮件。
+    force=True 时也扫描历史未通知过的（用于手动测试）。
+    返回 {"checked": n, "important": n, "sent": n, "failed": n}
+    """
+    with _scan_lock:
+        cfg = monitor_config()
+        if not cfg["enabled"] and not force:
+            return {"error": "监控未启用"}
+
+        news_rows = query("SELECT id, title, content, source, category, publish_date, "
+                          "related_stocks, sentiment FROM news ORDER BY id ASC")
+        if not news_rows:
+            return {"checked": 0, "important": 0, "sent": 0, "failed": 0}
+
+        max_id = max(n["id"] for n in news_rows)
+        state = monitor_state()
+        last_id = state["last_news_id"]
+
+        # 首次运行：仅记录水位，不通知历史新闻
+        if last_id == 0:
+            set_monitor_state(last_news_id=max_id, last_scan=time.strftime("%Y-%m-%d %H:%M:%S"), last_sent=0)
+            return {"checked": 0, "important": 0, "sent": 0, "failed": 0, "initialized": True}
+
+        candidates = [n for n in news_rows if n["id"] > last_id]
+
+        important = []
+        for n in candidates:
+            score, _r = importance_score(n, cfg)
+            if score >= cfg["importance_threshold"]:
+                important.append({"news": n, "score": score, "reasons": _r})
+
+        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)
+            # 写日志
+            for it in important:
+                execute(
+                    "INSERT INTO notification_log(news_id, title, category, sentiment, importance, related, status, message) "
+                    "VALUES(?,?,?,?,?,?,?,?)",
+                    (it["news"]["id"], it["news"]["title"], it["news"]["category"],
+                     it["news"]["sentiment"], round(it["score"], 1),
+                     it["news"]["related_stocks"], status, msg))
+            if status == "sent":
+                sent = len(important)
+
+        # 更新水位：前进到已处理的最后一条
+        if candidates:
+            set_monitor_state(last_news_id=max(max_id, last_id),
+                              last_scan=time.strftime("%Y-%m-%d %H:%M:%S"), last_sent=sent)
+        return {"checked": len(candidates), "important": len(important),
+                "sent": sent, "failed": failed}
+
+
+def notification_log(limit=50):
+    return query("SELECT * FROM notification_log ORDER BY id DESC LIMIT ?", (limit,))
+
+
+# ===================================================================== 调度器
+class MonitorThread(threading.Thread):
+    """后台调度：每 interval 分钟扫描一次"""
+
+    def __init__(self):
+        super().__init__(daemon=True, name="monitor")
+        self._stop = threading.Event()
+
+    def stop(self):
+        self._stop.set()
+
+    def run(self):
+        log.info("舆情监控调度器启动")
+        while not self._stop.is_set():
+            try:
+                cfg = monitor_config()
+                if cfg["enabled"]:
+                    try:
+                        r = scan_news()
+                        if r.get("checked"):
+                            log.info("monitor scan: %s", r)
+                    except Exception as e:
+                        log.warning("monitor scan error: %s", e)
+            except Exception as e:
+                log.warning("monitor loop error: %s", e)
+            self._stop.wait(cfg.get("interval_min", 30) * 60)
+        log.info("舆情监控调度器停止")
+
+
+_monitor = None
+
+
+def start_monitor():
+    global _monitor
+    if _monitor and _monitor.is_alive():
+        return _monitor
+    _monitor = MonitorThread()
+    _monitor.start()
+    return _monitor

settings.py

@@ -0,0 +1,94 @@
+# -*- coding: utf-8 -*-
+"""
+设置管理器：SQLite settings 表 + config.py 默认值合并
+- 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
+"""
+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
+
+
+def get_setting(key, default=""):
+    r = query_one("SELECT value FROM settings WHERE key=?", (key,))
+    return r["value"] if r else default
+
+
+def set_setting(key, value):
+    execute("INSERT OR REPLACE INTO settings(key, value) VALUES(?,?)", (key, str(value)))
+
+
+def all_settings():
+    rows = query("SELECT key, value FROM settings")
+    return {r["key"]: r["value"] for r in rows}
+
+
+def save_all(pairs):
+    """pairs: {key: value}，仅保存存在的 key（白名单）"""
+    for k, v in pairs.items():
+        set_setting(k, v)
+
+
+# ===================================================================== LLM
+def llm_config():
+    """运行时 LLM 配置（设置 > 默认）"""
+    return {
+        "base_url": get_setting("llm_base_url", LLM_BASE_URL).rstrip("/"),
+        "api_key": get_setting("llm_api_key", LLM_API_KEY),
+        "model": get_setting("llm_model", LLM_MODEL),
+        "max_tokens": int(get_setting("llm_max_tokens", LLM_MAX_TOKENS)),
+        "temperature": float(get_setting("llm_temperature", LLM_TEMPERATURE)),
+        "timeout": int(get_setting("llm_timeout", LLM_TIMEOUT)),
+    }
+
+
+# ===================================================================== 邮件
+def mail_config():
+    return {
+        "smtp_host": get_setting("smtp_host", MAIL_DEFAULTS["smtp_host"]),
+        "smtp_port": int(get_setting("smtp_port", MAIL_DEFAULTS["smtp_port"])),
+        "smtp_user": get_setting("smtp_user", MAIL_DEFAULTS["smtp_user"]),
+        "smtp_pass": get_setting("smtp_pass", MAIL_DEFAULTS["smtp_pass"]),
+        "smtp_mode": get_setting("smtp_mode", MAIL_DEFAULTS["smtp_mode"]),
+        "email_to": get_setting("email_to", MAIL_DEFAULTS["email_to"]),
+        "sender_name": get_setting("sender_name", MAIL_DEFAULTS["sender_name"]),
+        "email_enabled": get_setting("email_enabled", "1") == "1",
+    }
+
+
+# ===================================================================== 监控
+def monitor_config():
+    cats = get_setting("monitor_categories", "").strip()
+    # 关键词去重保序
+    kws = get_setting("monitor_keywords", MONITOR_DEFAULTS["monitor_keywords"])
+    kw_list = []
+    for k in kws.split(","):
+        k = k.strip()
+        if k and k not in kw_list:
+            kw_list.append(k)
+    return {
+        "enabled": get_setting("monitor_enabled", "1") == "1",
+        "interval_min": max(5, int(get_setting("monitor_interval", MONITOR_DEFAULTS["monitor_interval"]))),
+        "categories": [c for c in cats.split(",") if c] if cats else [],
+        "sentiment_weight": float(get_setting("monitor_sentiment", MONITOR_DEFAULTS["monitor_sentiment"])),
+        "importance_threshold": float(get_setting("monitor_importance", MONITOR_DEFAULTS["monitor_importance"])),
+        "keywords": kw_list,
+    }
+
+
+def monitor_state():
+    """监控运行状态（最近处理 id / 上次扫描时间）"""
+    return {
+        "last_news_id": int(get_setting("monitor_last_news_id", "0")),
+        "last_scan": get_setting("monitor_last_scan", ""),
+        "last_sent_count": int(get_setting("monitor_last_sent", "0")),
+    }
+
+
+def set_monitor_state(last_news_id=None, last_scan=None, last_sent=None):
+    if last_news_id is not None:
+        set_setting("monitor_last_news_id", last_news_id)
+    if last_scan is not None:
+        set_setting("monitor_last_scan", last_scan)
+    if last_sent is not None:
+        set_setting("monitor_last_sent", last_sent)

static/css/style.css

@@ -202,6 +202,20 @@ tr:hover td { background: rgba(59,130,246,.05); }
 .between { justify-content: space-between; }
 .wrap { flex-wrap: wrap; }
 
+/* ===== 设置页 ===== */
+.settings-form .sf-row { display: flex; align-items: center; gap: 12px; margin-bottom: 12px; }
+.settings-form .sf-row label { width: 110px; color: var(--text2); font-size: 13px; flex-shrink: 0; }
+.settings-form .input { flex: 1; }
+.chk-group { display: flex; gap: 14px; flex-wrap: wrap; padding: 6px 0; }
+.chk-group label { display: flex; align-items: center; gap: 5px; color: var(--text); font-size: 13px; cursor: pointer; }
+.chk-group input { accent-color: var(--accent); }
+.switch { position: relative; display: inline-block; width: 44px; height: 24px; flex-shrink: 0; }
+.switch input { opacity: 0; width: 0; height: 0; }
+.switch span { position: absolute; inset: 0; background: #262d3a; border-radius: 24px; transition: .2s; cursor: pointer; }
+.switch span::before { content: ''; position: absolute; width: 18px; height: 18px; left: 3px; top: 3px; background: #fff; border-radius: 50%; transition: .2s; }
+.switch input:checked + span { background: var(--accent); }
+.switch input:checked + span::before { transform: translateX(20px); }
+
 /* ===== 评分条 ===== */
 .score-bar { display: flex; align-items: center; gap: 8px; margin-bottom: 8px; font-size: 12px; }
 .score-bar .sb-label { width: 36px; color: var(--text2); }

static/js/settings.js

@@ -0,0 +1,126 @@
+/* 系统设置页 */
+let curSettings = null;
+
+async function loadSettings() {
+  try {
+    curSettings = await api('/api/settings');
+    const mail = curSettings.mail, mono = curSettings.monitor, llm = curSettings.llm;
+    $('#emailEnabled').checked = !!mail.email_enabled;
+    $('#smtpHost').value = mail.smtp_host;
+    $('#smtpPort').value = mail.smtp_port;
+    $('#smtpMode').value = mail.smtp_mode || 'plain';
+    $('#smtpUser').value = mail.smtp_user;
+    $('#smtpPass').value = mail.smtp_pass;
+    $('#senderName').value = mail.sender_name;
+    $('#emailTo').value = mail.email_to;
+    $('#llmBaseUrl').value = llm.base_url;
+    $('#llmApiKey').value = llm.api_key;
+    $('#llmModel').value = llm.model;
+    $('#monitorEnabled').checked = !!mono.enabled;
+    $('#monitorInterval').value = mono.interval_min;
+    $('#monitorImportance').value = mono.importance_threshold;
+    $('#monitorSentiment').value = mono.sentiment_weight;
+    $('#monitorKeywords').value = (mono.keywords || []).join(',');
+    // 分类勾选
+    const cats = mono.categories || [];
+    $$('#monitorCats input').forEach(c => c.checked = cats.includes(c.value));
+    renderState(curSettings.state);
+    loadLog();
+  } catch (e) {
+    toast('设置加载失败');
+  }
+}
+
+function renderState(state) {
+  $('#monitorState').innerHTML = `
+    <div class="mini-stat"><div class="ms-label">已处理新闻水位</div><div class="ms-value num">#${state.last_news_id || 0}</div></div>
+    <div class="mini-stat"><div class="ms-label">上次扫描</div><div class="ms-value">${state.last_scan || '—'}</div></div>
+    <div class="mini-stat"><div class="ms-label">上次通知</div><div class="ms-value num">${state.last_sent_count || 0} 条</div></div>`;
+}
+
+function collectMail() {
+  return {
+    smtp_host: $('#smtpHost').value.trim(), smtp_port: $('#smtpPort').value,
+    smtp_mode: $('#smtpMode').value, smtp_user: $('#smtpUser').value.trim(),
+    smtp_pass: $('#smtpPass').value, sender_name: $('#senderName').value.trim(),
+    email_to: $('#emailTo').value.trim(), email_enabled: $('#emailEnabled').checked
+  };
+}
+
+function collectMonitor() {
+  const cats = $$('#monitorCats input:checked').map(c => c.value);
+  return {
+    monitor_enabled: $('#monitorEnabled').checked,
+    monitor_interval: $('#monitorInterval').value,
+    monitor_importance: $('#monitorImportance').value,
+    monitor_sentiment: $('#monitorSentiment').value,
+    monitor_categories: cats.join(','),
+    monitor_keywords: $('#monitorKeywords').value
+  };
+}
+
+async function save(which) {
+  try {
+    const body = {};
+    if (which === 'mail') body.mail = collectMail();
+    if (which === 'llm') body.llm = {
+      llm_base_url: $('#llmBaseUrl').value.trim(),
+      llm_api_key: $('#llmApiKey').value.trim(),
+      llm_model: $('#llmModel').value.trim()
+    };
+    if (which === 'monitor') body.monitor = collectMonitor();
+    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(body) });
+    toast(r.msg || '已保存');
+  } catch (e) { toast('保存失败：' + e.message); }
+}
+
+async function testEmail() {
+  const btn = event.target; btn.disabled = true; btn.textContent = '发送中…';
+  try {
+    await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ mail: collectMail() }) });
+    const r = await api('/api/settings/test-email', { method: 'POST' });
+    toast(r.msg || '发送成功');
+  } catch (e) { toast('发送失败：' + e.message); }
+  btn.disabled = false; btn.textContent = '📨 发送测试邮件';
+}
+
+async function testLlm() {
+  const btn = event.target; btn.disabled = true; btn.textContent = '测试中…';
+  try {
+    await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ llm: {
+      llm_base_url: $('#llmBaseUrl').value.trim(), llm_api_key: $('#llmApiKey').value.trim(), llm_model: $('#llmModel').value.trim()
+    } }) });
+    const r = await api('/api/settings/test-llm', { method: 'POST' });
+    toast(r.msg || '连接正常');
+  } catch (e) { toast('连接失败：' + e.message); }
+  btn.disabled = false; btn.textContent = '🔌 测试连接';
+}
+
+async function scanNow() {
+  const btn = event.target; btn.disabled = true;
+  try {
+    const r = await api('/api/monitor/scan', { method: 'POST' });
+    toast(`扫描完成：检查 ${r.checked} 条，重要 ${r.important} 条，发送 ${r.sent} 条` + (r.error ? '（' + r.error + '）' : ''));
+    loadSettings();
+  } catch (e) { toast('扫描失败：' + e.message); }
+  btn.disabled = false;
+}
+
+async function loadLog() {
+  try {
+    const d = await api('/api/monitor/log');
+    const items = d.items || [];
+    if (!items.length) return;
+    $('#logTb').innerHTML = items.map(n => `
+      <tr>
+        <td style="color:var(--muted)">${n.sent_at}</td>
+        <td style="max-width:300px;white-space:normal">${escapeHtml(n.title)}</td>
+        <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>
+      </tr>`).join('');
+  } catch (e) {}
+}
+
+loadSettings();

templates/base.html

@@ -33,6 +33,7 @@
       <a href="/strategies" class="nav-item" data-nav="/strategies">📈 量化策略</a>
       <a href="/news" class="nav-item" data-nav="/news">📰 财经新闻</a>
       <a href="/institutions" class="nav-item" data-nav="/institutions">🏦 机构动向</a>
+      <a href="/settings" class="nav-item" data-nav="/settings">🔧 系统设置</a>
       <a href="/admin" class="nav-item" data-nav="/admin">⚙️ 数据管理</a>
     </nav>
     <div class="sidebar-foot">

templates/settings.html

@@ -0,0 +1,92 @@
+{% extends "base.html" %}
+{% block title %}系统设置{% endblock %}
+{% block page_title %}系统设置{% endblock %}
+{% block content %}
+<div class="grid grid-2">
+  <!-- 邮件通知 -->
+  <div class="card">
+    <div class="between">
+      <div class="card-title" style="margin-bottom:0"><span class="bar"></span>📧 邮件通知</div>
+      <label class="switch"><input type="checkbox" id="emailEnabled"><span></span></label>
+    </div>
+    <div class="mt8 settings-form">
+      <div class="sf-row"><label>SMTP 服务器</label><input class="input" id="smtpHost" style="width:100%"></div>
+      <div class="sf-row"><label>端口</label><input class="input" id="smtpPort" type="number" style="width:100%"></div>
+      <div class="sf-row"><label>加密模式</label>
+        <select class="input" id="smtpMode" style="width:100%">
+          <option value="plain">无加密 (plain)</option>
+          <option value="starttls">STARTTLS</option>
+          <option value="ssl">SSL/TLS</option>
+        </select>
+      </div>
+      <div class="sf-row"><label>发件账号</label><input class="input" id="smtpUser" style="width:100%"></div>
+      <div class="sf-row"><label>发件密码</label><input class="input" id="smtpPass" type="password" style="width:100%"></div>
+      <div class="sf-row"><label>发件人名称</label><input class="input" id="senderName" style="width:100%"></div>
+      <div class="sf-row"><label>通知收件人</label><input class="input" id="emailTo" style="width:100%"></div>
+    </div>
+    <div class="flex mt16 wrap">
+      <button class="btn btn-primary" onclick="save('mail')">💾 保存邮件设置</button>
+      <button class="btn" onclick="testEmail()">📨 发送测试邮件</button>
+    </div>
+  </div>
+
+  <!-- 大模型 -->
+  <div class="card">
+    <div class="card-title"><span class="bar" style="background:var(--gold)"></span>🤖 大模型接口</div>
+    <div class="mt8 settings-form">
+      <div class="sf-row"><label>Base URL</label><input class="input" id="llmBaseUrl" style="width:100%"></div>
+      <div class="sf-row"><label>API Key</label><input class="input" id="llmApiKey" type="password" style="width:100%"></div>
+      <div class="sf-row"><label>模型</label><input class="input" id="llmModel" style="width:100%"></div>
+    </div>
+    <div class="flex mt16 wrap">
+      <button class="btn btn-primary" onclick="save('llm')">💾 保存模型设置</button>
+      <button class="btn" onclick="testLlm()">🔌 测试连接</button>
+    </div>
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:12px;color:var(--muted);font-size:12px;line-height:1.8">
+      用于 AI 深度研报生成。支持任意 OpenAI 兼容接口（DeepSeek / 火山方舟等）。修改后立即生效。
+    </div>
+  </div>
+</div>
+
+<!-- 舆情监控 -->
+<div class="card mt16">
+  <div class="between">
+    <div class="card-title" style="margin-bottom:0"><span class="bar" style="background:var(--cyan)"></span>📰 舆情驱动自动化</div>
+    <label class="switch"><input type="checkbox" id="monitorEnabled"><span></span></label>
+  </div>
+  <div class="mt8 settings-form">
+    <div class="sf-row"><label>扫描间隔（分钟）</label><input class="input" id="monitorInterval" type="number" min="5" style="width:120px"></div>
+    <div class="sf-row"><label>重要度阈值 (0-100)</label><input class="input" id="monitorImportance" type="number" min="0" max="100" style="width:120px"></div>
+    <div class="sf-row"><label>情感权重</label><input class="input" id="monitorSentiment" type="number" step="0.05" style="width:120px"></div>
+    <div class="sf-row" style="align-items:flex-start"><label>监控分类</label>
+      <div class="chk-group" id="monitorCats">
+        <label><input type="checkbox" value="公司"> 公司</label>
+        <label><input type="checkbox" value="业绩"> 业绩</label>
+        <label><input type="checkbox" value="机构观点"> 机构观点</label>
+        <label><input type="checkbox" value="行业"> 行业</label>
+        <label><input type="checkbox" value="市场"> 市场</label>
+      </div>
+    </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="flex mt16 wrap">
+    <button class="btn btn-primary" onclick="save('monitor')">💾 保存监控设置</button>
+    <button class="btn" onclick="scanNow()">⚡ 立即扫描</button>
+  </div>
+  <div class="mt16 mini-stats" id="monitorState"></div>
+</div>
+
+<!-- 通知日志 -->
+<div class="card mt16">
+  <div class="card-title"><span class="bar" style="background:var(--cyan)"></span>通知日志</div>
+  <div style="overflow:auto;max-height:380px">
+    <table>
+      <thead><tr><th>时间</th><th>标题</th><th>分类</th><th>情感</th><th>重要度</th><th>状态</th></tr></thead>
+      <tbody id="logTb"><tr><td colspan="6" class="empty">暂无记录</td></tr></tbody>
+    </table>
+  </div>
+</div>
+{% endblock %}
+{% block scripts %}
+<script src="{{ url_for('static', filename='js/settings.js') }}"></script>
+{% endblock %}